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Customer Service financial analyst

23 financial analyst jobs found

Professional Diversity Network
Mar 11, 2026  
Customer Service Representative
Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Customer Service Representative plays an important role in the organization by performing a number of activities directly related to the company’s Customer Service functions. The role is primarily responsible, under direct to moderate supervision, for providing friendly, knowledgeable and efficient service to customers and staff within agreed upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations. The shift schedule for this position is M-F: 8:30am PST - 5pm PST Bilingual in Spanish is preferred. Compensation This role is a...
Professional Diversity Network New York, NY, USA Full-Time
Professional Diversity Network
Mar 11, 2026  
Customer Service Representative
Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Customer Service Representative plays an important role in the organization by performing a number of activities directly related to the company’s Customer Service functions. The role is primarily responsible, under direct to moderate supervision, for providing friendly, knowledgeable and efficient service to customers and staff within agreed upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations. The shift schedule for this position is M-F: 8:30am PST - 5pm PST Bilingual in Spanish is preferred. Compensation This role is a...
Professional Diversity Network San Jose, CA, USA Full-Time
Professional Diversity Network
Mar 11, 2026  
Customer Service Representative
Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Customer Service Representative plays an important role in the organization by performing a number of activities directly related to the company’s Customer Service functions. The role is primarily responsible, under direct to moderate supervision, for providing friendly, knowledgeable and efficient service to customers and staff within agreed upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations. The shift schedule for this position is M-F: 8:30am PST - 5pm PST Bilingual in Spanish is preferred. Compensation This role is a...
Professional Diversity Network Chicago, IL, USA Full-Time
Professional Diversity Network
Mar 11, 2026  
Customer Service Representative
Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Customer Service Representative plays an important role in the organization by performing a number of activities directly related to the company’s Customer Service functions. The role is primarily responsible, under direct to moderate supervision, for providing friendly, knowledgeable and efficient service to customers and staff within agreed upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations. The shift schedule for this position is M-F: 8:30am PST - 5pm PST Bilingual in Spanish is preferred. Compensation This role is a...
Professional Diversity Network San Diego, CA, USA Full-Time
Professional Diversity Network
Mar 11, 2026  
Customer Service Representative
Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Customer Service Representative plays an important role in the organization by performing a number of activities directly related to the company’s Customer Service functions. The role is primarily responsible, under direct to moderate supervision, for providing friendly, knowledgeable and efficient service to customers and staff within agreed upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations. The shift schedule for this position is M-F: 8:30am PST - 5pm PST Bilingual in Spanish is preferred. Compensation This role is a...
Professional Diversity Network Los Angeles, CA, USA Full-Time
Professional Diversity Network
Mar 11, 2026  
Customer Service Representative
Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Customer Service Representative plays an important role in the organization by performing a number of activities directly related to the company’s Customer Service functions. The role is primarily responsible, under direct to moderate supervision, for providing friendly, knowledgeable and efficient service to customers and staff within agreed upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations. The shift schedule for this position is M-F: 8:30am PST - 5pm PST Bilingual in Spanish is preferred. Compensation This role is a...
Professional Diversity Network Houston, TX, USA Full-Time
Professional Diversity Network
Mar 11, 2026  
Customer Service Representative
Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Customer Service Representative plays an important role in the organization by performing a number of activities directly related to the company’s Customer Service functions. The role is primarily responsible, under direct to moderate supervision, for providing friendly, knowledgeable and efficient service to customers and staff within agreed upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations. The shift schedule for this position is M-F: 8:30am PST - 5pm PST Bilingual in Spanish is preferred. Compensation This role is a...
Professional Diversity Network San Antonio, TX, USA Full-Time
Professional Diversity Network
Mar 11, 2026  
Customer Service Representative
Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Customer Service Representative plays an important role in the organization by performing a number of activities directly related to the company’s Customer Service functions. The role is primarily responsible, under direct to moderate supervision, for providing friendly, knowledgeable and efficient service to customers and staff within agreed upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations. The shift schedule for this position is M-F: 8:30am PST - 5pm PST Bilingual in Spanish is preferred. Compensation This role is a...
Professional Diversity Network Phoenix, AZ, USA Full-Time
Professional Diversity Network
Mar 11, 2026  
Customer Service Representative
Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Customer Service Representative plays an important role in the organization by performing a number of activities directly related to the company’s Customer Service functions. The role is primarily responsible, under direct to moderate supervision, for providing friendly, knowledgeable and efficient service to customers and staff within agreed upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations. The shift schedule for this position is M-F: 8:30am PST - 5pm PST Bilingual in Spanish is preferred. Compensation This role is a...
Professional Diversity Network Philadelphia, PA, USA Full-Time
Professional Diversity Network
Mar 11, 2026  
Customer Service Representative
Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Customer Service Representative plays an important role in the organization by performing a number of activities directly related to the company’s Customer Service functions. The role is primarily responsible, under direct to moderate supervision, for providing friendly, knowledgeable and efficient service to customers and staff within agreed upon Service Levels and in compliance with guidelines established by investors, company, state and federal regulations. The shift schedule for this position is M-F: 8:30am PST - 5pm PST Bilingual in Spanish is preferred. Compensation This role is a...
Professional Diversity Network Dallas, TX, USA Full-Time
Professional Diversity Network
Mar 19, 2026  
AR & Collections Analyst
Carter's, Inc. Serving the needs of all families with young children, Carter's Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter's, OshKosh B'gosh, Skip*Hop and Little Planet brands. Meaningful work, constant learning, genuine people, and a community guided by core values that promote inclusion and innovation is in everything we do. There are many reasons to build your career at Carter's. HOW YOU'LL MAKE AN IMPACT: The Accounts Receivable & Collection Analyst position focuses on collecting outstanding invoices, reconciling complex disputes for our domestic and global customers; managing and preventing the continuation of outstanding past due to receivables while ensuring customer satisfaction and proactive sales engagement. This role typical reports into the Accounts Receivable and Claims Manager and is based in our Buckhead office in our hybrid work environment. Accounts Receivable &...
Professional Diversity Network Atlanta, GA, USA Full-Time
Professional Diversity Network
Mar 17, 2026  
Commercial EE Analyst Role
Southern Company Commercial Energy Efficiency Analyst JOB SUMMARY The Commercial Energy Efficiency Analyst supports the Commercial Energy Efficiency Implementation team by providing accurate, timely, and reliable analytical, reporting, and operational support for programs certified by the Georgia Public Service Commission (PSC). This role is focused on program performance tracking, data governance, and compliance support to ensure Commercial Energy Efficiency programs operate in alignment with mandated kWh and kW targets, approved budgets, and internal governance requirements, while supporting high levels of customer satisfaction. The Analyst supports program performance reporting and operational processes including coordination with contracted implementers, responding to internal and external data requests, and completing detailed reviews and analyses. The role works closely with Program Managers, internal teams across the company and external implementer teams to...
Professional Diversity Network Atlanta, GA, USA Full-Time
Professional Diversity Network
Mar 19, 2026  
Client Relationship Specialist
Delta Community Credit Union Position Client Relationship Specialist Job Code-5491 req5686 Vinings Full Time Job Description Create your success story at Delta Community Credit Union - where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. That's why we're one of Atlanta's Best Places to Work! Whether you're starting your professional journey or navigating the next step in your career, we invite you to join the Delta Community Credit Union team. As a Client Relationship Specialist , you are the trusted first point of contact for DCR&IS members. You'll provide phone and digital support, coordinate appointments, and partner closely with Financial Advisors to deliver a consistent, compliant client experience. This...
Professional Diversity Network Atlanta, GA, USA Full-Time
Professional Diversity Network
Mar 17, 2026  
Vice President, Customer Success
Rich Products Corporation Rich's, also known as Rich Products Corporation, is a family-owned food company dedicated to inspiring possibilities. From cakes and icings to pizza, appetizers and specialty toppings, our products are used in homes, restaurants and bakeries around the world. Beyond great food, our customers also gain insights to help them stay competitive, no matter their size. Our portfolio includes creative solutions geared at helping food industry professionals compete in foodservice, retail, in-store bakery, deli, and prepared foods, among others. Working in 100 locations globally, with annual sales exceeding $4billion, Rich's is a global leader with a focus on everything that family makes possible. Rich's-Infinite Possibilities. One Family. Purpose Statement The Vice President of Customer Success is responsible for setting the global strategy and operational direction for customer success across all channels and regions, with a strong emphasis on...
Professional Diversity Network Buffalo, NY, USA Full-Time
Professional Diversity Network
Mar 15, 2026  
IT Support Engineer
Toyota Material Handling Join our Team as an IT Support Engineer! The Role: We’re seeking a passionate and dedicated IT Support Engineer who brings energy and expertiseto the table. In this role, you’ll support all computer related functions while collaborating with a dynamic and diverse team to achieve shared goals. We value innovative and creative ideas—yes, even during meetings (where snacks are always welcome). If you enjoy tackling challenges with positivity and a bit of humor, you’ll feel right at home here. What You’ll Be Doing: Provide excellent customer service through interactions with customers via telephone, email, etc and provide technical support and problem solving ability on a variety of technical and non-technical issues. Provide higher level assistance with infrastructure and desktop support issues and support other staff in problem resolutions Perform maintenance tasks and configuration with desktop management software tools, including...
Professional Diversity Network East Chicago, IN, USA Full-Time
Professional Diversity Network
Mar 11, 2026  
Financial Assistance Representative I (Collections Representative)
Redwood Credit Union Redwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures. Key Responsibilities Member Contact: o Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services. o Handle inbound and outbound calls while adhering to compliance and member information security protocols. o Deliver exceptional service to members and internal departments, making sound decisions and escalating issues when necessary. o Perform skip-tracing and support delinquent members by processing payments, extensions, and workout loans. o Recommend accounts for repossession and assist Collateral Recovery Officers with documentation and follow-up. o Support...
Professional Diversity Network Napa, CA, USA Full-Time
Professional Diversity Network
Mar 07, 2026  
Client Solutions Associate - San Francisco, CA (June 2026)
FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. Your Impact: Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and...
Professional Diversity Network San Francisco, CA, USA Full-Time
Professional Diversity Network
Mar 07, 2026  
Summer Intern 2026 - Customer Success
FreedomPay The FreedomPay Commerce Platform is the technology of choice for many of the largest companies across the globe in retail, hospitality, lodging, gaming, sports and entertainment, foodservice, education, healthcare and financial services. FreedomPay's technology has been purposely built to deliver rock solid performance in the highly complex environment of global commerce. The company maintains a world-class security environment and was first to earn the coveted validation by the PCI Security Standards Council against Point-to-Point Encryption with EMV standard in North America. FreedomPay's robust solutions across payments, security, identity and data analytics are available in-store, online and on-mobile and are supported by rapid API adoption. The award winning FreedomPay Commerce Platform operates on a single, unified technology stack across multiple continents allowing enterprises to deliver a consistent, repeatable experience on a global scale. FreedomPay is a fast...
Professional Diversity Network Philadelphia, PA, USA Intern
Professional Diversity Network
Feb 26, 2026  
Insurance Representative
Redwood Credit Union Redwood Credit Union is looking for an Insurance Representative, who will provide inside insurance sales support and service to RCU Members and RCUIS insureds interacting by phone, email or through virtual methods. The ideal individual is eager to build relationships by following-up on warm insurance sales leads and providing day-to-day servicing of clients or potential clients. Responsibilities to include addressing various coverage issues, handling inside service and sales work associated with existing polices, all endorsement activity, routine coverage questions, problem solving, renewals, and the binding of policies. Key Responsibilities Service: * Provide exceptional customer service to all internal and external customers. * Follow up with Members referred to the insurance agency by branch, Member Service Center, or other departments to assist with insurance needs. * Quote and bind new policies from leads or from existing insurance book. *...
Professional Diversity Network Santa Rosa, CA, USA Full-Time
Professional Diversity Network
Feb 14, 2026  
Client Solutions Internship - Youngstown, OH (Summer 2026)
FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. FactSet creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make key investment decisions. As a globally inclusive community unified by the FactSet spirit of going above and beyond...
Professional Diversity Network Youngstown, OH, USA Full-Time
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