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Intuit
Tax Accountant (Enrolled Agent)
Intuit Cicero, Illinois
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
06/26/2026
Full time
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
Intuit
Tax Expert (Enrolled Agent)
Intuit Greenwich, New York
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
06/26/2026
Full time
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
Intuit
Tax Consultant (Enrolled Agent)
Intuit Elmhurst, Illinois
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
06/26/2026
Full time
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
Intuit
Tax Expert (Enrolled Agent)
Intuit Hinsdale, Illinois
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
06/26/2026
Full time
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
Intuit
Tax Expert (Enrolled Agent)
Intuit Wheaton, Illinois
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
06/26/2026
Full time
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
Intuit
Tax Consultant (Enrolled Agent)
Intuit Skokie, Illinois
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
06/26/2026
Full time
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
Intuit
Tax Expert (Enrolled Agent)
Intuit Frisco, Texas
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
06/26/2026
Full time
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
Intuit
Tax Accountant (Enrolled Agent)
Intuit Oak Park, Illinois
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
06/26/2026
Full time
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
Intuit
Tax Expert (Enrolled Agent)
Intuit Coppell, Texas
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
06/26/2026
Full time
Job Description Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert - Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit's policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Expert - Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - 31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
COMMUNITY LOAN ORIGINATOR
Northwest Community Bank Canton, Connecticut
Job Description Job Description Job Summary: Develops referral sources from community groups, realtors, attorneys, and builders for 1st time homebuyer and CRA loans. Serves as the liaison for these groups detailing all outreach initiatives. Pre-Qualifies and Originates residential loan production with a focus on 1st time homebuyer and CRA loans. Adhere to the federal registration under the Safe Act, Regulation Z, Federal, State and the Bank's policies and procedures. Develops referral relationships with attorneys, builders, housing agencies, and real estate agents to generate new mortgage business. Works closely with Retail to generate leads and cross sell products. Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and the community in which it serves. Principal Responsibilities: Pre-Qualify and Originate residential loan products with a focus on 1st time homebuyer and CRA loans to meet sales and service goals. Meets with applicants and takes applications including off-site and after hour meetings/interviews. Provides quality service and serves as the liaison, between real estate agent, attorney, borrower, and Bank during application process and through closing. Responsible for developing a sales plan that targets referral sources and implements the plan to meet CRA objectives. Forge good relationships with local housing agencies and groups which specialize in CRA outreach programs. Prepare CRA activity reports detailing all activities related to sales calling and outreach efforts. Respond and resolve customer requests and participates in obtaining required documents from the applicant throughout the mortgage loan process. Informs customer/applicant of processing, underwriting, and closing procedures post application; provide estimate of closing costs and all required disclosure information. Establishes and maintains contact with real estate brokers, attorneys, builders, and other related professionals within the geographic territory in order to promote and develop Bank business providing information on any new programs or procedures implemented by the Bank. Attend open houses to facilitate new business. Conducts First-Time Home Buyer seminars and follows up with attendees. Appropriately refer customers and prospects to other Bank salespeople to cross-sell Bank products. Keeps abreast of regulatory and competitive developments within the area of residential lending. Performs all duties in accordance with prescribed regulatory compliance and bank guidelines. Attends relevant seminars and courses to update and advance knowledge and skill. Performs related and unrelated duties as may be required. Education/Experience Requirements: Associates Degree or its equivalent plus specialized course work and training. 3-5 years mortgage origination experience or sales experience. Analytical skills to comprehend and explain financial calculations. Excellent communications, negotiation, and organization skills. Detail oriented. Must have computer skills including Internet, Microsoft Office, Outlook, Word and Excel. Must be able to work off-bank hours. Must have valid driver's license and be able to travel throughout the Bank's lending territory. Encompass loan origination software experience a plus. Bilingual preferred but not required. Initiative: Position works independently. Establishes own work plan and performs work independently within scope of established guidelines and practices. Generally, refers specific matters to manager where clarification of policies and procedures is needed. Requires superior communication and listening skills to fully understand and effectively communicate residential and consumer loan programs to prospective customers and to best match product offerings to customer needs. Must work with a sense of urgency to deliver customer satisfaction in a very competitive market. Responsibility: Must always represent the Bank in a professional manner. Requires excellent interpersonal skills to solicit cooperation among departments and to establish a strong rapport and influence with people who may be able to generate leads for business. Handles confidential data on the individuals served. Errors can be problematic in terms of Bank compliance issues and in terms of customer relations although generally confined. Work subject to review by others. Positions Conditions: Normal. While performing the duties of this job, the employee is regularly required to sit; use hand to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Does require ability to travel and visit clients and branches.
06/26/2026
Full time
Job Description Job Description Job Summary: Develops referral sources from community groups, realtors, attorneys, and builders for 1st time homebuyer and CRA loans. Serves as the liaison for these groups detailing all outreach initiatives. Pre-Qualifies and Originates residential loan production with a focus on 1st time homebuyer and CRA loans. Adhere to the federal registration under the Safe Act, Regulation Z, Federal, State and the Bank's policies and procedures. Develops referral relationships with attorneys, builders, housing agencies, and real estate agents to generate new mortgage business. Works closely with Retail to generate leads and cross sell products. Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and the community in which it serves. Principal Responsibilities: Pre-Qualify and Originate residential loan products with a focus on 1st time homebuyer and CRA loans to meet sales and service goals. Meets with applicants and takes applications including off-site and after hour meetings/interviews. Provides quality service and serves as the liaison, between real estate agent, attorney, borrower, and Bank during application process and through closing. Responsible for developing a sales plan that targets referral sources and implements the plan to meet CRA objectives. Forge good relationships with local housing agencies and groups which specialize in CRA outreach programs. Prepare CRA activity reports detailing all activities related to sales calling and outreach efforts. Respond and resolve customer requests and participates in obtaining required documents from the applicant throughout the mortgage loan process. Informs customer/applicant of processing, underwriting, and closing procedures post application; provide estimate of closing costs and all required disclosure information. Establishes and maintains contact with real estate brokers, attorneys, builders, and other related professionals within the geographic territory in order to promote and develop Bank business providing information on any new programs or procedures implemented by the Bank. Attend open houses to facilitate new business. Conducts First-Time Home Buyer seminars and follows up with attendees. Appropriately refer customers and prospects to other Bank salespeople to cross-sell Bank products. Keeps abreast of regulatory and competitive developments within the area of residential lending. Performs all duties in accordance with prescribed regulatory compliance and bank guidelines. Attends relevant seminars and courses to update and advance knowledge and skill. Performs related and unrelated duties as may be required. Education/Experience Requirements: Associates Degree or its equivalent plus specialized course work and training. 3-5 years mortgage origination experience or sales experience. Analytical skills to comprehend and explain financial calculations. Excellent communications, negotiation, and organization skills. Detail oriented. Must have computer skills including Internet, Microsoft Office, Outlook, Word and Excel. Must be able to work off-bank hours. Must have valid driver's license and be able to travel throughout the Bank's lending territory. Encompass loan origination software experience a plus. Bilingual preferred but not required. Initiative: Position works independently. Establishes own work plan and performs work independently within scope of established guidelines and practices. Generally, refers specific matters to manager where clarification of policies and procedures is needed. Requires superior communication and listening skills to fully understand and effectively communicate residential and consumer loan programs to prospective customers and to best match product offerings to customer needs. Must work with a sense of urgency to deliver customer satisfaction in a very competitive market. Responsibility: Must always represent the Bank in a professional manner. Requires excellent interpersonal skills to solicit cooperation among departments and to establish a strong rapport and influence with people who may be able to generate leads for business. Handles confidential data on the individuals served. Errors can be problematic in terms of Bank compliance issues and in terms of customer relations although generally confined. Work subject to review by others. Positions Conditions: Normal. While performing the duties of this job, the employee is regularly required to sit; use hand to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Does require ability to travel and visit clients and branches.
COMMUNITY LOAN ORIGINATOR
Northwest Community Bank Canton, Connecticut
Job Description Job Description Job Summary: Develops referral sources from community groups, realtors, attorneys, and builders for 1st time homebuyer and CRA loans. Serves as the liaison for these groups detailing all outreach initiatives. Pre-Qualifies and Originates residential loan production with a focus on 1st time homebuyer and CRA loans. Adhere to the federal registration under the Safe Act, Regulation Z, Federal, State and the Bank's policies and procedures. Develops referral relationships with attorneys, builders, housing agencies, and real estate agents to generate new mortgage business. Works closely with Retail to generate leads and cross sell products. Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and the community in which it serves. Principal Responsibilities: Pre-Qualify and Originate residential loan products with a focus on 1st time homebuyer and CRA loans to meet sales and service goals. Meets with applicants and takes applications including off-site and after hour meetings/interviews. Provides quality service and serves as the liaison, between real estate agent, attorney, borrower, and Bank during application process and through closing. Responsible for developing a sales plan that targets referral sources and implements the plan to meet CRA objectives. Forge good relationships with local housing agencies and groups which specialize in CRA outreach programs. Prepare CRA activity reports detailing all activities related to sales calling and outreach efforts. Respond and resolve customer requests and participates in obtaining required documents from the applicant throughout the mortgage loan process. Informs customer/applicant of processing, underwriting, and closing procedures post application; provide estimate of closing costs and all required disclosure information. Establishes and maintains contact with real estate brokers, attorneys, builders, and other related professionals within the geographic territory in order to promote and develop Bank business providing information on any new programs or procedures implemented by the Bank. Attend open houses to facilitate new business. Conducts First-Time Home Buyer seminars and follows up with attendees. Appropriately refer customers and prospects to other Bank salespeople to cross-sell Bank products. Keeps abreast of regulatory and competitive developments within the area of residential lending. Performs all duties in accordance with prescribed regulatory compliance and bank guidelines. Attends relevant seminars and courses to update and advance knowledge and skill. Performs related and unrelated duties as may be required. Education/Experience Requirements: Associates Degree or its equivalent plus specialized course work and training. 3-5 years mortgage origination experience or sales experience. Analytical skills to comprehend and explain financial calculations. Excellent communications, negotiation, and organization skills. Detail oriented. Must have computer skills including Internet, Microsoft Office, Outlook, Word and Excel. Must be able to work off-bank hours. Must have valid driver's license and be able to travel throughout the Bank's lending territory. Encompass loan origination software experience a plus. Bilingual preferred but not required. Initiative: Position works independently. Establishes own work plan and performs work independently within scope of established guidelines and practices. Generally, refers specific matters to manager where clarification of policies and procedures is needed. Requires superior communication and listening skills to fully understand and effectively communicate residential and consumer loan programs to prospective customers and to best match product offerings to customer needs. Must work with a sense of urgency to deliver customer satisfaction in a very competitive market. Responsibility: Must always represent the Bank in a professional manner. Requires excellent interpersonal skills to solicit cooperation among departments and to establish a strong rapport and influence with people who may be able to generate leads for business. Handles confidential data on the individuals served. Errors can be problematic in terms of Bank compliance issues and in terms of customer relations although generally confined. Work subject to review by others. Positions Conditions: Normal. While performing the duties of this job, the employee is regularly required to sit; use hand to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Does require ability to travel and visit clients and branches.
06/26/2026
Full time
Job Description Job Description Job Summary: Develops referral sources from community groups, realtors, attorneys, and builders for 1st time homebuyer and CRA loans. Serves as the liaison for these groups detailing all outreach initiatives. Pre-Qualifies and Originates residential loan production with a focus on 1st time homebuyer and CRA loans. Adhere to the federal registration under the Safe Act, Regulation Z, Federal, State and the Bank's policies and procedures. Develops referral relationships with attorneys, builders, housing agencies, and real estate agents to generate new mortgage business. Works closely with Retail to generate leads and cross sell products. Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and the community in which it serves. Principal Responsibilities: Pre-Qualify and Originate residential loan products with a focus on 1st time homebuyer and CRA loans to meet sales and service goals. Meets with applicants and takes applications including off-site and after hour meetings/interviews. Provides quality service and serves as the liaison, between real estate agent, attorney, borrower, and Bank during application process and through closing. Responsible for developing a sales plan that targets referral sources and implements the plan to meet CRA objectives. Forge good relationships with local housing agencies and groups which specialize in CRA outreach programs. Prepare CRA activity reports detailing all activities related to sales calling and outreach efforts. Respond and resolve customer requests and participates in obtaining required documents from the applicant throughout the mortgage loan process. Informs customer/applicant of processing, underwriting, and closing procedures post application; provide estimate of closing costs and all required disclosure information. Establishes and maintains contact with real estate brokers, attorneys, builders, and other related professionals within the geographic territory in order to promote and develop Bank business providing information on any new programs or procedures implemented by the Bank. Attend open houses to facilitate new business. Conducts First-Time Home Buyer seminars and follows up with attendees. Appropriately refer customers and prospects to other Bank salespeople to cross-sell Bank products. Keeps abreast of regulatory and competitive developments within the area of residential lending. Performs all duties in accordance with prescribed regulatory compliance and bank guidelines. Attends relevant seminars and courses to update and advance knowledge and skill. Performs related and unrelated duties as may be required. Education/Experience Requirements: Associates Degree or its equivalent plus specialized course work and training. 3-5 years mortgage origination experience or sales experience. Analytical skills to comprehend and explain financial calculations. Excellent communications, negotiation, and organization skills. Detail oriented. Must have computer skills including Internet, Microsoft Office, Outlook, Word and Excel. Must be able to work off-bank hours. Must have valid driver's license and be able to travel throughout the Bank's lending territory. Encompass loan origination software experience a plus. Bilingual preferred but not required. Initiative: Position works independently. Establishes own work plan and performs work independently within scope of established guidelines and practices. Generally, refers specific matters to manager where clarification of policies and procedures is needed. Requires superior communication and listening skills to fully understand and effectively communicate residential and consumer loan programs to prospective customers and to best match product offerings to customer needs. Must work with a sense of urgency to deliver customer satisfaction in a very competitive market. Responsibility: Must always represent the Bank in a professional manner. Requires excellent interpersonal skills to solicit cooperation among departments and to establish a strong rapport and influence with people who may be able to generate leads for business. Handles confidential data on the individuals served. Errors can be problematic in terms of Bank compliance issues and in terms of customer relations although generally confined. Work subject to review by others. Positions Conditions: Normal. While performing the duties of this job, the employee is regularly required to sit; use hand to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Does require ability to travel and visit clients and branches.
RESIDENTIAL LOAN OFFICER
National Bank & Trust Bastrop, Texas
Job Description Job Description Objective Responsible for generating consumer and residential lending relationships of sound quality, depository accounts, and developing lending relationships. To provide superior customer service. Reports to the Senior Lending Officer. Requirement Minimum of a Bachelors degree and two years lending experience. Knowledge of consumer loan and residential loan regulations. Prior experience in a customer service environment. Customer calling experience and ability to meet minimum sales call goals independently and with the Senior Lending Officer. Knowledge of regulatory and compliance issues. Adopt and adhere to the Bank's core values, Duties and Responsibilities Meet mortgage loan operational standards by contributing mortgage loan information to strategic plans and reviews; implementing production, productivity, quality and customer standards, resolving problems Attract new mortgage loan applications by developing relationships with the community, to include real estate brokers/agents, attorneys, accountants, insurance brokers Approve mortgage loans by examining the application and supporting documents, estimate credit-worthiness, determining repayment risk Completes mortgage loans by monitoring collection, verification, and preparation of mortgage loan documentation, scheduling, and completing mortgage loan closing Protect Bank's image by keeping mortgage loan information confidential Updates job knowledge by participating in educational opportunities and staying abreast of regulatory changes Interview loan applicants and assist with the completing application documents Review loan renewal requests to insure continued credit-worthiness and timely loan payment Submit loan applications to Loan Committee for approval as applicable Communicate denial to applicants Be responsible for accurately closing loans; review documents for exceptions and compliance, obtain proper signatures, approve funding for the loan, service the loan throughout the life of the loan Assist management in the development, installation, and implementation of new products and services Contact and counsel customers with delinquent accounts by phone or letter. Monitor the past due list on a timely basis and arrange for collection of delinquent accounts Inspect and evaluate collateral pledged to existing and prospective loans. Approve the Insufficient Funds report daily Adhere to Loan Policy with zero tolerance for non-compliance Be responsible for oversight and management of HMDA and LARS reports. Coordinate Bank repossessions and foreclosures and act as liaison with attorneys as needed.
06/26/2026
Full time
Job Description Job Description Objective Responsible for generating consumer and residential lending relationships of sound quality, depository accounts, and developing lending relationships. To provide superior customer service. Reports to the Senior Lending Officer. Requirement Minimum of a Bachelors degree and two years lending experience. Knowledge of consumer loan and residential loan regulations. Prior experience in a customer service environment. Customer calling experience and ability to meet minimum sales call goals independently and with the Senior Lending Officer. Knowledge of regulatory and compliance issues. Adopt and adhere to the Bank's core values, Duties and Responsibilities Meet mortgage loan operational standards by contributing mortgage loan information to strategic plans and reviews; implementing production, productivity, quality and customer standards, resolving problems Attract new mortgage loan applications by developing relationships with the community, to include real estate brokers/agents, attorneys, accountants, insurance brokers Approve mortgage loans by examining the application and supporting documents, estimate credit-worthiness, determining repayment risk Completes mortgage loans by monitoring collection, verification, and preparation of mortgage loan documentation, scheduling, and completing mortgage loan closing Protect Bank's image by keeping mortgage loan information confidential Updates job knowledge by participating in educational opportunities and staying abreast of regulatory changes Interview loan applicants and assist with the completing application documents Review loan renewal requests to insure continued credit-worthiness and timely loan payment Submit loan applications to Loan Committee for approval as applicable Communicate denial to applicants Be responsible for accurately closing loans; review documents for exceptions and compliance, obtain proper signatures, approve funding for the loan, service the loan throughout the life of the loan Assist management in the development, installation, and implementation of new products and services Contact and counsel customers with delinquent accounts by phone or letter. Monitor the past due list on a timely basis and arrange for collection of delinquent accounts Inspect and evaluate collateral pledged to existing and prospective loans. Approve the Insufficient Funds report daily Adhere to Loan Policy with zero tolerance for non-compliance Be responsible for oversight and management of HMDA and LARS reports. Coordinate Bank repossessions and foreclosures and act as liaison with attorneys as needed.
Midland Manufacturing
CNC Machinist II/Setup Tech - 2nd shift
Midland Manufacturing Skokie, Illinois
Job Description Job Description Midland Manufacturing, part of OPW, a Dover Company, is a leader in the rail tank car valves and fittings industry. Our innovative rail products are manufactured and engineered for the safe and efficient loading, transporting, and unloading of hazardous and non-hazardous bulk products. 1st or 2nd shift CNC Machinist with heavy operation on CNC lathes in support of machining and other manufacturing process operations. The hours for these roles are: 1st shift 6:00 am-2:30 pm 2nd shift: 2:30 pm -11:00 pm Primary Responsibilities/Essential Responsibilities Machine operation involves loading and tending runs of parts, or performing one-step operations on individual parts Positions and secures tools in holding device, machine tables, chuck, centers, and fixtures Verifies conformance of machined work piece to specifications Reads blueprints, job orders, tooling instructions, and standard charts for such specifications as dimensions, tolerances, and tooling instructions Understand and perform to all quality regulations, standards and policies, including but not limited to ISO 9001:2015 and AAR M-1003. Follow work procedures and ensure highest level of quality Indexes turret and adjusts positions of tools at each station in relation to work piece to assure clearance between moving parts and machining of specified dimensions and tolerances Starts and observes machine operation to detect malfunctions or out-of-tolerance machining, and adjusts machine controls or control media as required Pressure test parts according to drawing or work procedure. Performs housekeeping duties including 5S, coolant replacement, and TPM Must be able to perform simple inspection using calipers, micrometers, and other miscellaneous gages Qualifications/Requirements 2+ years of experience operating a multi-axis CNC lathe machines Must have working and operation knowledge of Fanuc and OSP CNC Controllers Use standard hand and pneumatic tools, as well as calipers, micrometers, drop gauges Experience in precision metal machining Experience in machining with tolerances of +/- .001 Ability to follow work instructions and safety requirements Desired Characteristics, Competence and Capabilities Must possess proficient reading, writing, and computation skills Must possess good manual dexterity and hand-eye coordination Ability to work effectively in a fast-paced environment Prior experience with multi axis CNC equipment highly desirable Physical Demands and Environmental Conditions While performing the duties of this job, the team member is continuously standing, repetitively grasping and repetitively using fine manipulation with the hands. The team member may be frequently required to walk, bend, squat, or twist as well as repetitively push or pull. The team member must be able to lift 10-20 pounds frequently and up to 50 pounds occasionally with assistance This position is performed in a manufacturing environment. Team members in this position may be exposed to loud operating machinery, cold temperatures, hot temperatures , chemicals and vapors. The team member may occasionally be required to work in an office environment Bench-type or floor-mounted machines (e.g. drill presses, grinders, broaches, screw machines, manual and CNC mills and lathes, saws, shrink-wrap machines, etc.) hand and power tools, measuring instruments, hoist, lifts, and lift trucks. Work Arrangement: Pay Range: 25.75-34.05 per hour Benefits: Our total rewards package for eligible team members also includes: a 401(k) savings plan with employer contributions; medical, dental and vision insurance; wellness programs; health savings account, health care and dependent care flexible spending accounts; company paid short-term disability and long-term disability; company paid employee basic life and AD&D insurance; supplemental employee and dependent life insurance; optional accident, hospital indemnity and critical illness insurance; adoption, surrogacy, and fertility benefits and assistance; commuter benefits; parental, military, jury duty, and bereavement leaves of absence; paid time off, including 10 paid holidays per calendar year; paid vacation days beginning at 120 hours annually; 40 paid sick leave hours annually or as provided under state and local paid sick leave laws; tuition assistance is available; business travel services; employee discounts; and an employee assistance program that includes company paid counseling sessions and legal services. Eligibility for benefits is governed by applicable plan documents and policies. Fraudulent Recruiting Disclaimer: Dover Corporation and our affiliated operating companies want to alert applicants to internet job posting fraud, where parties posing as Dover employees, recruiters, or other agents, try to engage with online candidates in an attempt to steal personal and/or financial information. We do not endorse or engage in any recruitment practices that involve payment or personal information outside of our official application and hiring process. Please verify the authenticity of an invitation to apply for a job, or for a job offer by contacting us directly through our Dover and affiliated operating company websites at To learn how you can protect yourself, review our Recruitment Fraud Notice on our careers site. All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law. We consider several job-related, non-discriminatory factors when determining the pay rate for a position, including, but not limited to, the position's responsibilities, a candidate's work experience, a candidate's education/training, the position's location, and the key skills needed for the position. Pay is one of the Total Rewards that we provide to compensate and recognize employees for their work. For over 125 years, OPW has led the way in designing and manufacturing world-class retail fueling, fluid handling and car wash system solutions for the safe and efficient handling and distribution of fuels and critical fluids. OPW makes above ground and below ground products for both conventional, vapour recovery and clean energy applications in the retail and commercial markets. Additionally, OPW supplies loading arms, valves and dry-break couplings, tank truck equipment, rail car valves and equipment, and car wash systems. OPW has manufacturing operations in North America, Europe, Latin America and Asia Pacific, with sales offices around the world. OPW is part of the Dover Corporation, which is publicly traded on the New York Stock Exchange under 'DOV'. To learn more about OPW's 125 years of providing industry-leading solutions, visit our website at . Dover is a diversified global manufacturer with annual revenue of over $7 billion. We deliver innovative equipment and components, specialty systems, consumable supplies, software and digital solutions, and support services through five operating segments: Engineered Products, Fueling Solutions, Imaging & Identification, Pumps & Process Solutions and Refrigeration & Food Equipment. Dover combines global scale with operational agility to lead the markets we serve. Recognized for our entrepreneurial approach for over 60 years, our team of approximately 24,000 employees takes an ownership mindset, collaborating with customers to redefine what's possible. Headquartered in Downers Grove, Illinois, Dover trades on the New York Stock Exchange under "DOV." Additional information is available at Company Description Midland Manufacturing, part of OPW, a Dover Company is a leader in the rail tank car valves and fittings industry. Our innovative rail products are manufactured and engineered for the safe and efficient loading, transporting, and unloading of hazardous and non-hazardous bulk products. For over 125 years, OPW has led the way in designing and manufacturing world-class retail fueling, fluid handling and car wash system solutions for the safe and efficient handling and distribution of fuels and critical fluids. OPW makes above ground and below ground products for both conventional, vapour recovery and clean energy applications in the retail and commercial markets. Additionally, OPW supplies loading arms, valves and dry-break couplings, tank truck equipment, rail car valves and equipment, and car wash systems. OPW has manufacturing operations in North America, Europe, Latin America and Asia Pacific, with sales offices around the world. OPW is part of the Dover Corporation, which is publicly traded on the New York Stock Exchange under 'DOV'. To learn more about OPW's 125 years of providing industry-leading solutions, visit our website at . Dover is a diversified global manufacturer with annual revenue of over $8 billion. We deliver innovative equipment and components, specialty systems, consumable supplies, software and digital solutions, and support services through five operating segments: Engineered Products, Clean Energy & Fueling, Imaging & Identification, Pumps & Process Solutions and Climate & Sustainability Technologies. Dover combines global scale with operational agility to lead the markets we serve. Recognized for our entrepreneurial approach for over 60 years . click apply for full job details
06/26/2026
Full time
Job Description Job Description Midland Manufacturing, part of OPW, a Dover Company, is a leader in the rail tank car valves and fittings industry. Our innovative rail products are manufactured and engineered for the safe and efficient loading, transporting, and unloading of hazardous and non-hazardous bulk products. 1st or 2nd shift CNC Machinist with heavy operation on CNC lathes in support of machining and other manufacturing process operations. The hours for these roles are: 1st shift 6:00 am-2:30 pm 2nd shift: 2:30 pm -11:00 pm Primary Responsibilities/Essential Responsibilities Machine operation involves loading and tending runs of parts, or performing one-step operations on individual parts Positions and secures tools in holding device, machine tables, chuck, centers, and fixtures Verifies conformance of machined work piece to specifications Reads blueprints, job orders, tooling instructions, and standard charts for such specifications as dimensions, tolerances, and tooling instructions Understand and perform to all quality regulations, standards and policies, including but not limited to ISO 9001:2015 and AAR M-1003. Follow work procedures and ensure highest level of quality Indexes turret and adjusts positions of tools at each station in relation to work piece to assure clearance between moving parts and machining of specified dimensions and tolerances Starts and observes machine operation to detect malfunctions or out-of-tolerance machining, and adjusts machine controls or control media as required Pressure test parts according to drawing or work procedure. Performs housekeeping duties including 5S, coolant replacement, and TPM Must be able to perform simple inspection using calipers, micrometers, and other miscellaneous gages Qualifications/Requirements 2+ years of experience operating a multi-axis CNC lathe machines Must have working and operation knowledge of Fanuc and OSP CNC Controllers Use standard hand and pneumatic tools, as well as calipers, micrometers, drop gauges Experience in precision metal machining Experience in machining with tolerances of +/- .001 Ability to follow work instructions and safety requirements Desired Characteristics, Competence and Capabilities Must possess proficient reading, writing, and computation skills Must possess good manual dexterity and hand-eye coordination Ability to work effectively in a fast-paced environment Prior experience with multi axis CNC equipment highly desirable Physical Demands and Environmental Conditions While performing the duties of this job, the team member is continuously standing, repetitively grasping and repetitively using fine manipulation with the hands. The team member may be frequently required to walk, bend, squat, or twist as well as repetitively push or pull. The team member must be able to lift 10-20 pounds frequently and up to 50 pounds occasionally with assistance This position is performed in a manufacturing environment. Team members in this position may be exposed to loud operating machinery, cold temperatures, hot temperatures , chemicals and vapors. The team member may occasionally be required to work in an office environment Bench-type or floor-mounted machines (e.g. drill presses, grinders, broaches, screw machines, manual and CNC mills and lathes, saws, shrink-wrap machines, etc.) hand and power tools, measuring instruments, hoist, lifts, and lift trucks. Work Arrangement: Pay Range: 25.75-34.05 per hour Benefits: Our total rewards package for eligible team members also includes: a 401(k) savings plan with employer contributions; medical, dental and vision insurance; wellness programs; health savings account, health care and dependent care flexible spending accounts; company paid short-term disability and long-term disability; company paid employee basic life and AD&D insurance; supplemental employee and dependent life insurance; optional accident, hospital indemnity and critical illness insurance; adoption, surrogacy, and fertility benefits and assistance; commuter benefits; parental, military, jury duty, and bereavement leaves of absence; paid time off, including 10 paid holidays per calendar year; paid vacation days beginning at 120 hours annually; 40 paid sick leave hours annually or as provided under state and local paid sick leave laws; tuition assistance is available; business travel services; employee discounts; and an employee assistance program that includes company paid counseling sessions and legal services. Eligibility for benefits is governed by applicable plan documents and policies. Fraudulent Recruiting Disclaimer: Dover Corporation and our affiliated operating companies want to alert applicants to internet job posting fraud, where parties posing as Dover employees, recruiters, or other agents, try to engage with online candidates in an attempt to steal personal and/or financial information. We do not endorse or engage in any recruitment practices that involve payment or personal information outside of our official application and hiring process. Please verify the authenticity of an invitation to apply for a job, or for a job offer by contacting us directly through our Dover and affiliated operating company websites at To learn how you can protect yourself, review our Recruitment Fraud Notice on our careers site. All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law. We consider several job-related, non-discriminatory factors when determining the pay rate for a position, including, but not limited to, the position's responsibilities, a candidate's work experience, a candidate's education/training, the position's location, and the key skills needed for the position. Pay is one of the Total Rewards that we provide to compensate and recognize employees for their work. For over 125 years, OPW has led the way in designing and manufacturing world-class retail fueling, fluid handling and car wash system solutions for the safe and efficient handling and distribution of fuels and critical fluids. OPW makes above ground and below ground products for both conventional, vapour recovery and clean energy applications in the retail and commercial markets. Additionally, OPW supplies loading arms, valves and dry-break couplings, tank truck equipment, rail car valves and equipment, and car wash systems. OPW has manufacturing operations in North America, Europe, Latin America and Asia Pacific, with sales offices around the world. OPW is part of the Dover Corporation, which is publicly traded on the New York Stock Exchange under 'DOV'. To learn more about OPW's 125 years of providing industry-leading solutions, visit our website at . Dover is a diversified global manufacturer with annual revenue of over $7 billion. We deliver innovative equipment and components, specialty systems, consumable supplies, software and digital solutions, and support services through five operating segments: Engineered Products, Fueling Solutions, Imaging & Identification, Pumps & Process Solutions and Refrigeration & Food Equipment. Dover combines global scale with operational agility to lead the markets we serve. Recognized for our entrepreneurial approach for over 60 years, our team of approximately 24,000 employees takes an ownership mindset, collaborating with customers to redefine what's possible. Headquartered in Downers Grove, Illinois, Dover trades on the New York Stock Exchange under "DOV." Additional information is available at Company Description Midland Manufacturing, part of OPW, a Dover Company is a leader in the rail tank car valves and fittings industry. Our innovative rail products are manufactured and engineered for the safe and efficient loading, transporting, and unloading of hazardous and non-hazardous bulk products. For over 125 years, OPW has led the way in designing and manufacturing world-class retail fueling, fluid handling and car wash system solutions for the safe and efficient handling and distribution of fuels and critical fluids. OPW makes above ground and below ground products for both conventional, vapour recovery and clean energy applications in the retail and commercial markets. Additionally, OPW supplies loading arms, valves and dry-break couplings, tank truck equipment, rail car valves and equipment, and car wash systems. OPW has manufacturing operations in North America, Europe, Latin America and Asia Pacific, with sales offices around the world. OPW is part of the Dover Corporation, which is publicly traded on the New York Stock Exchange under 'DOV'. To learn more about OPW's 125 years of providing industry-leading solutions, visit our website at . Dover is a diversified global manufacturer with annual revenue of over $8 billion. We deliver innovative equipment and components, specialty systems, consumable supplies, software and digital solutions, and support services through five operating segments: Engineered Products, Clean Energy & Fueling, Imaging & Identification, Pumps & Process Solutions and Climate & Sustainability Technologies. Dover combines global scale with operational agility to lead the markets we serve. Recognized for our entrepreneurial approach for over 60 years . click apply for full job details
Entry Level B2B Sales Manager - Johns Creek, GA (SR)
Integrity Agencies Duluth, Georgia
Job Description Job Description What We Do : We are a team of people working together to make a difference in the lives of others through our products and through our career opportunity. And we have a blast doing it! Mission : To create opportunities for individuals to make a positive impact in their community, develop personally and professionally, and achieve the quality of life they desire. Core Values : 1.) Growth 2.) Service 3.) Teamwork 4.) Fun 5.) Integrity We have a HUGE growth opportunity and we want to grow the right way with the right people! Many of our agents, earning well beyond six figures, have come from a wide range of backgrounds including business owners, restaurant servers, car salespeople, and recent graduates. What our agents share is a strong desire to succeed and the willingness to work to achieve their goals. Our sales system does not rely on your previous experience or natural sales ability. You simply need to learn our system and use your work ethic to put it into practice while working independently. We are dedicated to providing families, businesses, and their employees the very best in supplemental insurance benefits with industry leading return of premium! Responsibilities : -Present and sell our products to new and existing clients -Resolve client inquiries -Learn our proven sales system in training and use it in the field -Present and sell company products to new and existing customers, individuals, and groups -Prospect and contact potential customers -Reach agreed upon activity goals -Set follow-up appointments with potential customers -Use our system to build a self-sustaining referral stream Qualifications : -Previous experience with 2-4 years in outside sales is preferred but we will train the right candidate -Ability to build rapport with new people quickly -Ability to work independently and manage your own time -Deadline, goal, and detail-orientation -Make a positive first impression -Possess insurance license or willingness and ability to obtain upon hiring We offer : -The opportunity for rapid income growth and advancement into leadership immediately upon proven proficiency -$65,000 average first year agent income, with the ability to earn well above $100,000+ in first year -Intensive Sales Academy where you learn our proven sales system from the best -Field training by our best and most experienced agents -Performance-based advancement into leadership -Weekly commission advances and bonuses to help jump start your career -Passive Renewal Commissions you own for life at your 2-year anniversary -Stock ownership plan -Freedom and flexibility to plan your life around your career We are looking for passionate and service-minded people to join our fun and growing team! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more!
06/26/2026
Full time
Job Description Job Description What We Do : We are a team of people working together to make a difference in the lives of others through our products and through our career opportunity. And we have a blast doing it! Mission : To create opportunities for individuals to make a positive impact in their community, develop personally and professionally, and achieve the quality of life they desire. Core Values : 1.) Growth 2.) Service 3.) Teamwork 4.) Fun 5.) Integrity We have a HUGE growth opportunity and we want to grow the right way with the right people! Many of our agents, earning well beyond six figures, have come from a wide range of backgrounds including business owners, restaurant servers, car salespeople, and recent graduates. What our agents share is a strong desire to succeed and the willingness to work to achieve their goals. Our sales system does not rely on your previous experience or natural sales ability. You simply need to learn our system and use your work ethic to put it into practice while working independently. We are dedicated to providing families, businesses, and their employees the very best in supplemental insurance benefits with industry leading return of premium! Responsibilities : -Present and sell our products to new and existing clients -Resolve client inquiries -Learn our proven sales system in training and use it in the field -Present and sell company products to new and existing customers, individuals, and groups -Prospect and contact potential customers -Reach agreed upon activity goals -Set follow-up appointments with potential customers -Use our system to build a self-sustaining referral stream Qualifications : -Previous experience with 2-4 years in outside sales is preferred but we will train the right candidate -Ability to build rapport with new people quickly -Ability to work independently and manage your own time -Deadline, goal, and detail-orientation -Make a positive first impression -Possess insurance license or willingness and ability to obtain upon hiring We offer : -The opportunity for rapid income growth and advancement into leadership immediately upon proven proficiency -$65,000 average first year agent income, with the ability to earn well above $100,000+ in first year -Intensive Sales Academy where you learn our proven sales system from the best -Field training by our best and most experienced agents -Performance-based advancement into leadership -Weekly commission advances and bonuses to help jump start your career -Passive Renewal Commissions you own for life at your 2-year anniversary -Stock ownership plan -Freedom and flexibility to plan your life around your career We are looking for passionate and service-minded people to join our fun and growing team! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more! Company Description We are a group of talented and dedicated individuals who value a fun atmosphere, personal and professional development, setting and achieving big goals, helping people, working individually and within a team environment, integrity, and character. We offer uncapped earning, building generational wealth, earning retirement from the first sale made, the opportunity to truly help people and change lives, earned expense trips, and more!
Residential Loan Officer
National Bank & Trust La Grange, Texas
Job Description Job Description RESIDENTIAL LOAN OFFICER Responsible for generating consumer and residential lending relationships of sound quality, depository accounts, and developing lending relationships. To provide superior customer service. Reports to the Senior Lending Officer. Minimum of a Bachelors degree and two years lending experience. Knowledge of consumer loan and residential loan regulations. Prior experience in a customer service environment. Customer calling experience and ability to meet minimum sales call goals independently and with the Senior Lending Officer. Knowledge of regulatory and compliance issues. Adopt and adhere to the Bank's core values, Duties and Responsibilities Meet mortgage loan operational standards by contributing mortgage loan information to strategic plans and reviews; implementing production, productivity, quality and customer standards, resolving problems Attract new mortgage loan applications by developing relationships with the community, to include real estate brokers/agents, attorneys, accountants, insurance brokers Approve mortgage loans by examining the application and supporting documents, estimate credit-worthiness, determining repayment risk Completes mortgage loans by monitoring collection, verification, and preparation of mortgage loan documentation, scheduling, and completing mortgage loan closing Protect Bank's image by keeping mortgage loan information confidential Updates job knowledge by participating in educational opportunities and staying abreast of regulatory changes Interview loan applicants and assist with the completing application documents Review loan renewal requests to insure continued credit-worthiness and timely loan payment Submit loan applications to Loan Committee for approval as applicable Communicate denial to applicants Be responsible for accurately closing loans; review documents for exceptions and compliance, obtain proper signatures, approve funding for the loan, service the loan throughout the life of the loan Assist management in the development, installation, and implementation of new products and services Contact and counsel customers with delinquent accounts by phone or letter. Monitor the past due list on a timely basis and arrange for collection of delinquent accounts Inspect and evaluate collateral pledged to existing and prospective loans. Approve the Insufficient Funds report daily Adhere to Loan Policy with zero tolerance for non-compliance Be responsible for oversight and management of HMDA and LARS reports. Coordinate Bank repossessions and foreclosures and act as liaison with attorneys as needed.
06/26/2026
Full time
Job Description Job Description RESIDENTIAL LOAN OFFICER Responsible for generating consumer and residential lending relationships of sound quality, depository accounts, and developing lending relationships. To provide superior customer service. Reports to the Senior Lending Officer. Minimum of a Bachelors degree and two years lending experience. Knowledge of consumer loan and residential loan regulations. Prior experience in a customer service environment. Customer calling experience and ability to meet minimum sales call goals independently and with the Senior Lending Officer. Knowledge of regulatory and compliance issues. Adopt and adhere to the Bank's core values, Duties and Responsibilities Meet mortgage loan operational standards by contributing mortgage loan information to strategic plans and reviews; implementing production, productivity, quality and customer standards, resolving problems Attract new mortgage loan applications by developing relationships with the community, to include real estate brokers/agents, attorneys, accountants, insurance brokers Approve mortgage loans by examining the application and supporting documents, estimate credit-worthiness, determining repayment risk Completes mortgage loans by monitoring collection, verification, and preparation of mortgage loan documentation, scheduling, and completing mortgage loan closing Protect Bank's image by keeping mortgage loan information confidential Updates job knowledge by participating in educational opportunities and staying abreast of regulatory changes Interview loan applicants and assist with the completing application documents Review loan renewal requests to insure continued credit-worthiness and timely loan payment Submit loan applications to Loan Committee for approval as applicable Communicate denial to applicants Be responsible for accurately closing loans; review documents for exceptions and compliance, obtain proper signatures, approve funding for the loan, service the loan throughout the life of the loan Assist management in the development, installation, and implementation of new products and services Contact and counsel customers with delinquent accounts by phone or letter. Monitor the past due list on a timely basis and arrange for collection of delinquent accounts Inspect and evaluate collateral pledged to existing and prospective loans. Approve the Insufficient Funds report daily Adhere to Loan Policy with zero tolerance for non-compliance Be responsible for oversight and management of HMDA and LARS reports. Coordinate Bank repossessions and foreclosures and act as liaison with attorneys as needed.
Mortgage Loan Officer
Open House Lending Corporation Nottingham, Maryland
Job Description Job Description We are seeking a motivated and experienced Mortgage Loan Originator (MLO) to join our team. The ideal candidate will have a strong sales background in mortgage origination, a book of current business, along with the ability to manage an established book of business. This role offers a unique opportunity to work both in the office and in the field, engaging with clients, general sales agents, and new construction agents. If you love real estate and want to work on new construction loans, this may be the position for you. Key Responsibilities: Develop and maintain strong relationships with builders, clients, real estate agents, and referral partners. Originate and process mortgage loans while ensuring compliance with industry regulations. Self-source new leads while effectively managing an existing book of business. Work collaboratively with sales teams, including access to general sales agents and new construction agents. Stay up to date on loan products, industry trends, and lending guidelines. Provide top-tier customer service, guiding clients through the mortgage process. Developing new mortgage origination business, maintaining a current knowledge of applicable laws and regulations, and providing the documentation required within the operations department. Duties and Responsibilities include but are not limited to: Originates residential mortgage loans through various referral sources. Develops relationships with real estate professionals, builders, and other business referral sources to maintain a quality network and establish a book of business for new mortgage lending opportunities. Conducts interviews with prospective borrowers to analyze financial and credit data, determines customer financing objectives, advises customer on product/pricing policies and guidelines, and gathers any additional required information. Participates in business related development opportunities, and community efforts to promote homeownership. Develops and executes marketing plan based on monthly and quarterly production standards. This position requires you to act as a MLO Mortgage Loan Originator which is defined as an individual who takes loan applications, and /or offers or negotiates the terms of a loan for compensation or gain. All Mortgage Loan Originators ( MLO ) are required to register with the Nationwide Mortgage Licensing System and Registry ( NMLS ), obtain a unique identifier, and annually renew the registration, as defined by the S.A.F.E. Act requirements. Maintains a current knowledge of mortgage lending laws and regulations and adheres to all state and federal laws and regulations. Cooperates with & participates in, and supports the adherence to all internal policies, procedures & practices in support of risk management and overall safety and soundness. Responds to inquiries from customers, management and co-workers within a reasonable time period. Represents Open House Lending Corp in a positive professional manner by keeping all members of each deal informed, good or bad, and taking the extra initiative to meet the clients' need Qualifications Requirements Reviews, processes, closes and administers loan proposals. Interviews applicants and requests specified information for loan applications. Analyzes applicant financial status, credit, and property evaluation to determine feasibility of granting a loan. Resolve questions regarding application information. Approves loan within specified time limits or refers loan to a committee for approval. Ensures loan agreements are complete and accurate according to policy. Maintains database and monitors performance of loans. Analyzes potential loan markets to develop prospects for loans. The company reserves the right to add or change duties at any time. Qualifications: Active Mortgage Loan Originator (MLO) License (Required). 3+ years of sales experience in real estate, mortgage, or finance (Preferred). Proven ability to self-source leads and drive business growth . Strong communication and relationship-building skills. Ability to work both independently and collaboratively within a team. Willingness to work in the office and in the field to maximize business opportunities. Current book of business (from realtors, home improvements, attorneys, builders etc) What is in It for You? Warm leads Competitive compensation structure with unlimited earning potential. Opportunities for leadership and career advancement as we grow. Access to a wide range of loan products and programs. A culture that values your input, creativity, and dedication. A chance to be part of something bigger - helping clients and communities thrive. Ready to Join Us? If you are ready to make an impact, achieve your goals, and work with a team that is as passionate about success as you are, we would love to connect with you. Let's build the future of homeownership together. Company Description We're a small mortgage company licensed in several states with a focus on new construction. We've been lending for over 20yrs. We are looking for a positive, detail oriented, forward thinker to join the team. Company Description We're a small mortgage company licensed in several states with a focus on new construction. We've been lending for over 20yrs. We are looking for a positive, detail oriented, forward thinker to join the team.
06/26/2026
Full time
Job Description Job Description We are seeking a motivated and experienced Mortgage Loan Originator (MLO) to join our team. The ideal candidate will have a strong sales background in mortgage origination, a book of current business, along with the ability to manage an established book of business. This role offers a unique opportunity to work both in the office and in the field, engaging with clients, general sales agents, and new construction agents. If you love real estate and want to work on new construction loans, this may be the position for you. Key Responsibilities: Develop and maintain strong relationships with builders, clients, real estate agents, and referral partners. Originate and process mortgage loans while ensuring compliance with industry regulations. Self-source new leads while effectively managing an existing book of business. Work collaboratively with sales teams, including access to general sales agents and new construction agents. Stay up to date on loan products, industry trends, and lending guidelines. Provide top-tier customer service, guiding clients through the mortgage process. Developing new mortgage origination business, maintaining a current knowledge of applicable laws and regulations, and providing the documentation required within the operations department. Duties and Responsibilities include but are not limited to: Originates residential mortgage loans through various referral sources. Develops relationships with real estate professionals, builders, and other business referral sources to maintain a quality network and establish a book of business for new mortgage lending opportunities. Conducts interviews with prospective borrowers to analyze financial and credit data, determines customer financing objectives, advises customer on product/pricing policies and guidelines, and gathers any additional required information. Participates in business related development opportunities, and community efforts to promote homeownership. Develops and executes marketing plan based on monthly and quarterly production standards. This position requires you to act as a MLO Mortgage Loan Originator which is defined as an individual who takes loan applications, and /or offers or negotiates the terms of a loan for compensation or gain. All Mortgage Loan Originators ( MLO ) are required to register with the Nationwide Mortgage Licensing System and Registry ( NMLS ), obtain a unique identifier, and annually renew the registration, as defined by the S.A.F.E. Act requirements. Maintains a current knowledge of mortgage lending laws and regulations and adheres to all state and federal laws and regulations. Cooperates with & participates in, and supports the adherence to all internal policies, procedures & practices in support of risk management and overall safety and soundness. Responds to inquiries from customers, management and co-workers within a reasonable time period. Represents Open House Lending Corp in a positive professional manner by keeping all members of each deal informed, good or bad, and taking the extra initiative to meet the clients' need Qualifications Requirements Reviews, processes, closes and administers loan proposals. Interviews applicants and requests specified information for loan applications. Analyzes applicant financial status, credit, and property evaluation to determine feasibility of granting a loan. Resolve questions regarding application information. Approves loan within specified time limits or refers loan to a committee for approval. Ensures loan agreements are complete and accurate according to policy. Maintains database and monitors performance of loans. Analyzes potential loan markets to develop prospects for loans. The company reserves the right to add or change duties at any time. Qualifications: Active Mortgage Loan Originator (MLO) License (Required). 3+ years of sales experience in real estate, mortgage, or finance (Preferred). Proven ability to self-source leads and drive business growth . Strong communication and relationship-building skills. Ability to work both independently and collaboratively within a team. Willingness to work in the office and in the field to maximize business opportunities. Current book of business (from realtors, home improvements, attorneys, builders etc) What is in It for You? Warm leads Competitive compensation structure with unlimited earning potential. Opportunities for leadership and career advancement as we grow. Access to a wide range of loan products and programs. A culture that values your input, creativity, and dedication. A chance to be part of something bigger - helping clients and communities thrive. Ready to Join Us? If you are ready to make an impact, achieve your goals, and work with a team that is as passionate about success as you are, we would love to connect with you. Let's build the future of homeownership together. Company Description We're a small mortgage company licensed in several states with a focus on new construction. We've been lending for over 20yrs. We are looking for a positive, detail oriented, forward thinker to join the team. Company Description We're a small mortgage company licensed in several states with a focus on new construction. We've been lending for over 20yrs. We are looking for a positive, detail oriented, forward thinker to join the team.
RESIDENTIAL LOAN OFFICER
National Bank & Trust Bastrop, Texas
Job Description Job Description Objective Responsible for generating consumer and residential lending relationships of sound quality, depository accounts, and developing lending relationships. To provide superior customer service. Reports to the Senior Lending Officer. Requirement Minimum of a Bachelors degree and two years lending experience. Knowledge of consumer loan and residential loan regulations. Prior experience in a customer service environment. Customer calling experience and ability to meet minimum sales call goals independently and with the Senior Lending Officer. Knowledge of regulatory and compliance issues. Adopt and adhere to the Bank's core values, Duties and Responsibilities Meet mortgage loan operational standards by contributing mortgage loan information to strategic plans and reviews; implementing production, productivity, quality and customer standards, resolving problems Attract new mortgage loan applications by developing relationships with the community, to include real estate brokers/agents, attorneys, accountants, insurance brokers Approve mortgage loans by examining the application and supporting documents, estimate credit-worthiness, determining repayment risk Completes mortgage loans by monitoring collection, verification, and preparation of mortgage loan documentation, scheduling, and completing mortgage loan closing Protect Bank's image by keeping mortgage loan information confidential Updates job knowledge by participating in educational opportunities and staying abreast of regulatory changes Interview loan applicants and assist with the completing application documents Review loan renewal requests to insure continued credit-worthiness and timely loan payment Submit loan applications to Loan Committee for approval as applicable Communicate denial to applicants Be responsible for accurately closing loans; review documents for exceptions and compliance, obtain proper signatures, approve funding for the loan, service the loan throughout the life of the loan Assist management in the development, installation, and implementation of new products and services Contact and counsel customers with delinquent accounts by phone or letter. Monitor the past due list on a timely basis and arrange for collection of delinquent accounts Inspect and evaluate collateral pledged to existing and prospective loans. Approve the Insufficient Funds report daily Adhere to Loan Policy with zero tolerance for non-compliance Be responsible for oversight and management of HMDA and LARS reports. Coordinate Bank repossessions and foreclosures and act as liaison with attorneys as needed.
06/26/2026
Full time
Job Description Job Description Objective Responsible for generating consumer and residential lending relationships of sound quality, depository accounts, and developing lending relationships. To provide superior customer service. Reports to the Senior Lending Officer. Requirement Minimum of a Bachelors degree and two years lending experience. Knowledge of consumer loan and residential loan regulations. Prior experience in a customer service environment. Customer calling experience and ability to meet minimum sales call goals independently and with the Senior Lending Officer. Knowledge of regulatory and compliance issues. Adopt and adhere to the Bank's core values, Duties and Responsibilities Meet mortgage loan operational standards by contributing mortgage loan information to strategic plans and reviews; implementing production, productivity, quality and customer standards, resolving problems Attract new mortgage loan applications by developing relationships with the community, to include real estate brokers/agents, attorneys, accountants, insurance brokers Approve mortgage loans by examining the application and supporting documents, estimate credit-worthiness, determining repayment risk Completes mortgage loans by monitoring collection, verification, and preparation of mortgage loan documentation, scheduling, and completing mortgage loan closing Protect Bank's image by keeping mortgage loan information confidential Updates job knowledge by participating in educational opportunities and staying abreast of regulatory changes Interview loan applicants and assist with the completing application documents Review loan renewal requests to insure continued credit-worthiness and timely loan payment Submit loan applications to Loan Committee for approval as applicable Communicate denial to applicants Be responsible for accurately closing loans; review documents for exceptions and compliance, obtain proper signatures, approve funding for the loan, service the loan throughout the life of the loan Assist management in the development, installation, and implementation of new products and services Contact and counsel customers with delinquent accounts by phone or letter. Monitor the past due list on a timely basis and arrange for collection of delinquent accounts Inspect and evaluate collateral pledged to existing and prospective loans. Approve the Insufficient Funds report daily Adhere to Loan Policy with zero tolerance for non-compliance Be responsible for oversight and management of HMDA and LARS reports. Coordinate Bank repossessions and foreclosures and act as liaison with attorneys as needed.
GEICO
Customer Service Representative (20-44 Personal Lines -OR- 2-20 P&C license is REQUIRED)
GEICO Lutz, Florida
Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide. Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. 20-44 Personal Lines -OR- 2-20 P&C license is REQUIRED Customer Service Representative - Tampa, FL Salary: $29.28 - $34.24 hourly / $59,000 - $69,000 annually When you grow, GEICO grows. And if you're the kind of person who likes to solve problems and help others when they need it, you could be a perfect fit to grow your career with GEICO. We're looking for Customer Service Representatives for our City, State office. This role is for people who want to provide our policyholders the excellent customer service they want and need. You'll be the first contact for our customers: answering billing questions, making policy changes, and providing recommendations. Join our team to deliver personalized service that demonstrates the value of being insured by GEICO. If you want a career with plenty of growth opportunities, let's talk. Many associates see a base salary increase of 10% within their first year as a Customer Service Representative. Top associates can see increases up to 15%! Qualifications & Skills: Experience providing outstanding customer service Solid computer and multi-tasking skills Ability to effectively communicate, verbally and in writing Ability to work comfortably in a fast-paced, high-volume call center environment Minimum of high school diploma or equivalent Under direct supervision, SERVICES Property, Automobile, Recreational Vehicle, and Umbrella Insurance, SELLS acceptable Property and Umbrella new business policies to existing GEICO customers via telephone and computer. PROVIDES product service and other information in connection with insurance policies. Essential Functions: 1. USES keyboard, mouse and multi-tasks for approximately 90% of workday to INPUT applicant insurance information OBTAINED by telephone. 2. PROVIDES product services and other information for multiple lines of business and/or MAKES RECOMMENDATIONS by telephone about GEICO products, coverages, services, and policies. 3. ENTERS information into the computer to determine risk acceptance, prepare rates, and send policy documents. 4. ASKS customers to buy policies and HANDLES responses such as objections or obstacles via telephone. 5. Accurately DOCUMENTS sales requests and updates policy applications and databases via PC. 6. SPEAKS approximately 90% of the day with internal and external customers in a way that BUILDS GEICO's customer base and promotes customer satisfaction through efficient, accurate, and courteous interactions. 7. ACCESSES and UTILIZES multiple software applications that may require simultaneous use. 8. USES headset and telephone keypad to record time, accept incoming calls or make outbound calls related to the sales agent job. 9. ADHERES to the Code of Conduct, company policies, and operating principles. 10. MEETS attendance standard at business location, to perform necessary job functions and to facilitate interaction with supervisors and co-workers. 11. MEETS the requirements specified below. • Must be able to, with or without accommodation, perform the essential functions which include, but are not limited to seeing, hearing, typing and speaking • Must be able to speak in a professional manner by telephone • Must be able to attain and maintain the required licenses issued by the insurance departments of various states • Must be able to handle heavy call volume in a fast-paced work environment, resolve complex business problems and handle complicated customer issues • Must be able to follow complex instructions, resolve conflicts or facilitate conflict resolution, and have strong organization/priority setting skills • Must be able to multi-task • Must be able to learn and apply large amounts of technical and procedural information The GEICO Pledge: Great Company: Protecting customers through life's twists and turns with innovation and integrity. Great Careers: Personalized development programs, mentorship, and certification assistance. Great Culture: Inclusive and collaborative culture rooted in shared success. Great Rewards: Competitive pay, benefits, and flexibility to support your well-being and future. The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled. GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.
06/26/2026
Full time
Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide. Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. 20-44 Personal Lines -OR- 2-20 P&C license is REQUIRED Customer Service Representative - Tampa, FL Salary: $29.28 - $34.24 hourly / $59,000 - $69,000 annually When you grow, GEICO grows. And if you're the kind of person who likes to solve problems and help others when they need it, you could be a perfect fit to grow your career with GEICO. We're looking for Customer Service Representatives for our City, State office. This role is for people who want to provide our policyholders the excellent customer service they want and need. You'll be the first contact for our customers: answering billing questions, making policy changes, and providing recommendations. Join our team to deliver personalized service that demonstrates the value of being insured by GEICO. If you want a career with plenty of growth opportunities, let's talk. Many associates see a base salary increase of 10% within their first year as a Customer Service Representative. Top associates can see increases up to 15%! Qualifications & Skills: Experience providing outstanding customer service Solid computer and multi-tasking skills Ability to effectively communicate, verbally and in writing Ability to work comfortably in a fast-paced, high-volume call center environment Minimum of high school diploma or equivalent Under direct supervision, SERVICES Property, Automobile, Recreational Vehicle, and Umbrella Insurance, SELLS acceptable Property and Umbrella new business policies to existing GEICO customers via telephone and computer. PROVIDES product service and other information in connection with insurance policies. Essential Functions: 1. USES keyboard, mouse and multi-tasks for approximately 90% of workday to INPUT applicant insurance information OBTAINED by telephone. 2. PROVIDES product services and other information for multiple lines of business and/or MAKES RECOMMENDATIONS by telephone about GEICO products, coverages, services, and policies. 3. ENTERS information into the computer to determine risk acceptance, prepare rates, and send policy documents. 4. ASKS customers to buy policies and HANDLES responses such as objections or obstacles via telephone. 5. Accurately DOCUMENTS sales requests and updates policy applications and databases via PC. 6. SPEAKS approximately 90% of the day with internal and external customers in a way that BUILDS GEICO's customer base and promotes customer satisfaction through efficient, accurate, and courteous interactions. 7. ACCESSES and UTILIZES multiple software applications that may require simultaneous use. 8. USES headset and telephone keypad to record time, accept incoming calls or make outbound calls related to the sales agent job. 9. ADHERES to the Code of Conduct, company policies, and operating principles. 10. MEETS attendance standard at business location, to perform necessary job functions and to facilitate interaction with supervisors and co-workers. 11. MEETS the requirements specified below. • Must be able to, with or without accommodation, perform the essential functions which include, but are not limited to seeing, hearing, typing and speaking • Must be able to speak in a professional manner by telephone • Must be able to attain and maintain the required licenses issued by the insurance departments of various states • Must be able to handle heavy call volume in a fast-paced work environment, resolve complex business problems and handle complicated customer issues • Must be able to follow complex instructions, resolve conflicts or facilitate conflict resolution, and have strong organization/priority setting skills • Must be able to multi-task • Must be able to learn and apply large amounts of technical and procedural information The GEICO Pledge: Great Company: Protecting customers through life's twists and turns with innovation and integrity. Great Careers: Personalized development programs, mentorship, and certification assistance. Great Culture: Inclusive and collaborative culture rooted in shared success. Great Rewards: Competitive pay, benefits, and flexibility to support your well-being and future. The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled. GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.
GEICO
Customer Service Representative (20-44 Personal Lines -OR- 2-20 P&C license is REQUIRED)
GEICO Plant City, Florida
Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide. Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. 20-44 Personal Lines -OR- 2-20 P&C license is REQUIRED Customer Service Representative - Tampa, FL Salary: $29.28 - $34.24 hourly / $59,000 - $69,000 annually When you grow, GEICO grows. And if you're the kind of person who likes to solve problems and help others when they need it, you could be a perfect fit to grow your career with GEICO. We're looking for Customer Service Representatives for our City, State office. This role is for people who want to provide our policyholders the excellent customer service they want and need. You'll be the first contact for our customers: answering billing questions, making policy changes, and providing recommendations. Join our team to deliver personalized service that demonstrates the value of being insured by GEICO. If you want a career with plenty of growth opportunities, let's talk. Many associates see a base salary increase of 10% within their first year as a Customer Service Representative. Top associates can see increases up to 15%! Qualifications & Skills: Experience providing outstanding customer service Solid computer and multi-tasking skills Ability to effectively communicate, verbally and in writing Ability to work comfortably in a fast-paced, high-volume call center environment Minimum of high school diploma or equivalent Under direct supervision, SERVICES Property, Automobile, Recreational Vehicle, and Umbrella Insurance, SELLS acceptable Property and Umbrella new business policies to existing GEICO customers via telephone and computer. PROVIDES product service and other information in connection with insurance policies. Essential Functions: 1. USES keyboard, mouse and multi-tasks for approximately 90% of workday to INPUT applicant insurance information OBTAINED by telephone. 2. PROVIDES product services and other information for multiple lines of business and/or MAKES RECOMMENDATIONS by telephone about GEICO products, coverages, services, and policies. 3. ENTERS information into the computer to determine risk acceptance, prepare rates, and send policy documents. 4. ASKS customers to buy policies and HANDLES responses such as objections or obstacles via telephone. 5. Accurately DOCUMENTS sales requests and updates policy applications and databases via PC. 6. SPEAKS approximately 90% of the day with internal and external customers in a way that BUILDS GEICO's customer base and promotes customer satisfaction through efficient, accurate, and courteous interactions. 7. ACCESSES and UTILIZES multiple software applications that may require simultaneous use. 8. USES headset and telephone keypad to record time, accept incoming calls or make outbound calls related to the sales agent job. 9. ADHERES to the Code of Conduct, company policies, and operating principles. 10. MEETS attendance standard at business location, to perform necessary job functions and to facilitate interaction with supervisors and co-workers. 11. MEETS the requirements specified below. • Must be able to, with or without accommodation, perform the essential functions which include, but are not limited to seeing, hearing, typing and speaking • Must be able to speak in a professional manner by telephone • Must be able to attain and maintain the required licenses issued by the insurance departments of various states • Must be able to handle heavy call volume in a fast-paced work environment, resolve complex business problems and handle complicated customer issues • Must be able to follow complex instructions, resolve conflicts or facilitate conflict resolution, and have strong organization/priority setting skills • Must be able to multi-task • Must be able to learn and apply large amounts of technical and procedural information The GEICO Pledge: Great Company: Protecting customers through life's twists and turns with innovation and integrity. Great Careers: Personalized development programs, mentorship, and certification assistance. Great Culture: Inclusive and collaborative culture rooted in shared success. Great Rewards: Competitive pay, benefits, and flexibility to support your well-being and future. The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled. GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.
06/26/2026
Full time
Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide. Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. 20-44 Personal Lines -OR- 2-20 P&C license is REQUIRED Customer Service Representative - Tampa, FL Salary: $29.28 - $34.24 hourly / $59,000 - $69,000 annually When you grow, GEICO grows. And if you're the kind of person who likes to solve problems and help others when they need it, you could be a perfect fit to grow your career with GEICO. We're looking for Customer Service Representatives for our City, State office. This role is for people who want to provide our policyholders the excellent customer service they want and need. You'll be the first contact for our customers: answering billing questions, making policy changes, and providing recommendations. Join our team to deliver personalized service that demonstrates the value of being insured by GEICO. If you want a career with plenty of growth opportunities, let's talk. Many associates see a base salary increase of 10% within their first year as a Customer Service Representative. Top associates can see increases up to 15%! Qualifications & Skills: Experience providing outstanding customer service Solid computer and multi-tasking skills Ability to effectively communicate, verbally and in writing Ability to work comfortably in a fast-paced, high-volume call center environment Minimum of high school diploma or equivalent Under direct supervision, SERVICES Property, Automobile, Recreational Vehicle, and Umbrella Insurance, SELLS acceptable Property and Umbrella new business policies to existing GEICO customers via telephone and computer. PROVIDES product service and other information in connection with insurance policies. Essential Functions: 1. USES keyboard, mouse and multi-tasks for approximately 90% of workday to INPUT applicant insurance information OBTAINED by telephone. 2. PROVIDES product services and other information for multiple lines of business and/or MAKES RECOMMENDATIONS by telephone about GEICO products, coverages, services, and policies. 3. ENTERS information into the computer to determine risk acceptance, prepare rates, and send policy documents. 4. ASKS customers to buy policies and HANDLES responses such as objections or obstacles via telephone. 5. Accurately DOCUMENTS sales requests and updates policy applications and databases via PC. 6. SPEAKS approximately 90% of the day with internal and external customers in a way that BUILDS GEICO's customer base and promotes customer satisfaction through efficient, accurate, and courteous interactions. 7. ACCESSES and UTILIZES multiple software applications that may require simultaneous use. 8. USES headset and telephone keypad to record time, accept incoming calls or make outbound calls related to the sales agent job. 9. ADHERES to the Code of Conduct, company policies, and operating principles. 10. MEETS attendance standard at business location, to perform necessary job functions and to facilitate interaction with supervisors and co-workers. 11. MEETS the requirements specified below. • Must be able to, with or without accommodation, perform the essential functions which include, but are not limited to seeing, hearing, typing and speaking • Must be able to speak in a professional manner by telephone • Must be able to attain and maintain the required licenses issued by the insurance departments of various states • Must be able to handle heavy call volume in a fast-paced work environment, resolve complex business problems and handle complicated customer issues • Must be able to follow complex instructions, resolve conflicts or facilitate conflict resolution, and have strong organization/priority setting skills • Must be able to multi-task • Must be able to learn and apply large amounts of technical and procedural information The GEICO Pledge: Great Company: Protecting customers through life's twists and turns with innovation and integrity. Great Careers: Personalized development programs, mentorship, and certification assistance. Great Culture: Inclusive and collaborative culture rooted in shared success. Great Rewards: Competitive pay, benefits, and flexibility to support your well-being and future. The equal employment opportunity policy of the GEICO Companies provides for a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability or genetic information, in compliance with applicable federal, state and local law. GEICO hires and promotes individuals solely on the basis of their qualifications for the job to be filled. GEICO reasonably accommodates qualified individuals with disabilities to enable them to receive equal employment opportunity and/or perform the essential functions of the job, unless the accommodation would impose an undue hardship to the Company. This applies to all applicants and associates. GEICO also provides a work environment in which each associate is able to be productive and work to the best of their ability. We do not condone or tolerate an atmosphere of intimidation or harassment. We expect and require the cooperation of all associates in maintaining an atmosphere free from discrimination and harassment with mutual respect by and for all associates and applicants.
Mortgage Loan Originator
Open House Lending Corporation Ocean City, Maryland
Job Description Job Description We are seeking a motivated and experienced Mortgage Loan Originator (MLO) to join our team in our Ocean City, MD location. We have been lending in the area since 1997. Our core business is new construction lending (preferred lender), resale financing and refinancing. The ideal candidate will have a strong sales background in mortgage origination, familiar with the Eastern Shore of MD & DE, a current network of business, a great communicator, and the ability to manage an established book of business . This role offers a unique opportunity to work both in the office and in the field, engaging with clients, general sales agents, real estate agents, and new construction builders. If you know the business like the back of your hand, have a good reputation and great work ethic, then we would like to talk. Key Responsibilities: Duties and Responsibilities include but are not limited to: Originates residential mortgage loans through various referral sources. Develops relationships with real estate professionals, builders, and other business referral sources to maintain a quality network and establish a book of business for new mortgage lending opportunities. Conducts interviews with prospective borrowers to analyze financial and credit data, determines customer financing objectives, advises customer on product/pricing policies and guidelines, and gathers any additional required information. Participates in business related development opportunities, and community efforts to promote homeownership. Develops and executes marketing plan based on monthly and quarterly production standards. This position requires you to act as a MLO Mortgage Loan Originator which is defined as an individual who takes loan applications, and /or offers or negotiates the terms of a loan for compensation or gain. All Mortgage Loan Originators ( MLO ) are required to register with the Nationwide Mortgage Licensing System and Registry ( NMLS ), obtain a unique identifier, and annually renew the registration, as defined by the S.A.F.E. Act requirements. Maintains a current knowledge of mortgage lending laws and regulations and adheres to all state and federal laws and regulations. Cooperates with & participates in, and supports the adherence to all internal policies, procedures & practices in support of risk management and overall safety and soundness. Responds to inquiries from customers, management and co-workers within a reasonable time period. Represents Open House Lending Corp in a positive professional manner by keeping all members of each deal informed, good or bad, and taking the extra initiative to meet the clients' need Qualifications Requirements Qualifications: Active Mortgage Loan Originator (MLO) License . 3+ years of sales experience in real estate, mortgage, or finance (Preferred). Proven ability to self-source leads and drive business growth . Strong communication and relationship-building skills. Ability to work both independently and collaboratively within a team. Willingness to work in the office and in the field to maximize business opportunities. Current book of business (from realtors, home improvements, attorneys, builders etc) What is in It for You? Warm leads Competitive compensation structure with unlimited earning potential. Opportunities for leadership and career advancement as we grow. Access to a wide range of loan products and programs. A culture that values your input, creativity, and dedication. A chance to be part of something bigger - helping clients and communities thrive. Company Description We're a small mortgage company licensed in several states with a focus on new construction. We've been lending for over 20yrs. We are looking for a positive, detail oriented, forward thinker to join the team. Company Description We're a small mortgage company licensed in several states with a focus on new construction. We've been lending for over 20yrs. We are looking for a positive, detail oriented, forward thinker to join the team.
06/26/2026
Full time
Job Description Job Description We are seeking a motivated and experienced Mortgage Loan Originator (MLO) to join our team in our Ocean City, MD location. We have been lending in the area since 1997. Our core business is new construction lending (preferred lender), resale financing and refinancing. The ideal candidate will have a strong sales background in mortgage origination, familiar with the Eastern Shore of MD & DE, a current network of business, a great communicator, and the ability to manage an established book of business . This role offers a unique opportunity to work both in the office and in the field, engaging with clients, general sales agents, real estate agents, and new construction builders. If you know the business like the back of your hand, have a good reputation and great work ethic, then we would like to talk. Key Responsibilities: Duties and Responsibilities include but are not limited to: Originates residential mortgage loans through various referral sources. Develops relationships with real estate professionals, builders, and other business referral sources to maintain a quality network and establish a book of business for new mortgage lending opportunities. Conducts interviews with prospective borrowers to analyze financial and credit data, determines customer financing objectives, advises customer on product/pricing policies and guidelines, and gathers any additional required information. Participates in business related development opportunities, and community efforts to promote homeownership. Develops and executes marketing plan based on monthly and quarterly production standards. This position requires you to act as a MLO Mortgage Loan Originator which is defined as an individual who takes loan applications, and /or offers or negotiates the terms of a loan for compensation or gain. All Mortgage Loan Originators ( MLO ) are required to register with the Nationwide Mortgage Licensing System and Registry ( NMLS ), obtain a unique identifier, and annually renew the registration, as defined by the S.A.F.E. Act requirements. Maintains a current knowledge of mortgage lending laws and regulations and adheres to all state and federal laws and regulations. Cooperates with & participates in, and supports the adherence to all internal policies, procedures & practices in support of risk management and overall safety and soundness. Responds to inquiries from customers, management and co-workers within a reasonable time period. Represents Open House Lending Corp in a positive professional manner by keeping all members of each deal informed, good or bad, and taking the extra initiative to meet the clients' need Qualifications Requirements Qualifications: Active Mortgage Loan Originator (MLO) License . 3+ years of sales experience in real estate, mortgage, or finance (Preferred). Proven ability to self-source leads and drive business growth . Strong communication and relationship-building skills. Ability to work both independently and collaboratively within a team. Willingness to work in the office and in the field to maximize business opportunities. Current book of business (from realtors, home improvements, attorneys, builders etc) What is in It for You? Warm leads Competitive compensation structure with unlimited earning potential. Opportunities for leadership and career advancement as we grow. Access to a wide range of loan products and programs. A culture that values your input, creativity, and dedication. A chance to be part of something bigger - helping clients and communities thrive. Company Description We're a small mortgage company licensed in several states with a focus on new construction. We've been lending for over 20yrs. We are looking for a positive, detail oriented, forward thinker to join the team. Company Description We're a small mortgage company licensed in several states with a focus on new construction. We've been lending for over 20yrs. We are looking for a positive, detail oriented, forward thinker to join the team.

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