Trabajos Accounting & Finance en Brownsville, TexasCrear alertas

Job Description We are seeking a highly organized, professional, and dependable team member to support our growing commercial insurance agency. This role requires someone who is comfortable speaking with business owners, making outbound calls, managing follow-up activities, and ensuring that opportunities and client requests are handled promptly and accurately. The ideal candidate is detail-oriented, self-motivated, and understands the importance of consistent communication and follow-through. • Make outbound calls to business owners and prospective commercial clients., • Follow up on insurance quotes, renewals, and sales opportunities., • Build and maintain professional relationships with business clients., • Schedule appointments and assist with account management activities., • Maintain accurate records and update agency management systems., • Gather information and documentation needed for commercial insurance submissions., • Coordinate with carriers and underwriters as needed., • Assist with policy servicing, renewals, and client retention efforts., • Ensure all tasks, communications, and follow-ups are completed on time., • Support agency growth through proactive prospecting and customer service.Company DescriptionFampro Insurance is an independent commercial insurance agency based in Brownsville, Texas, serving businesses throughout Texas. Since 2015, we have specialized in providing insurance solutions for contractors and other commercial businesses, helping our clients protect and grow their operations. Our success is built on professionalism, exceptional customer service, and long-term relationships with our clients. As a growing agency, we are committed to investing in our team by providing a supportive work environment, opportunities for career advancement, and the tools needed to succeed.Fampro Insurance is an independent commercial insurance agency based in Brownsville, Texas, serving businesses throughout Texas. Since 2015, we have specialized in providing insurance solutions for contractors and other commercial businesses, helping our clients protect and grow their operations.\nOur success is built on professionalism, exceptional customer service, and long-term relationships with our clients. As a growing agency, we are committed to investing in our team by providing a supportive work environment, opportunities for career advancement, and the tools needed to succeed.

Job Description Express Employment in Brownsville, TX is looking for Medical Billers/Coders. Must have the following recent experience to qualify for this position: • Billing Insurance, • Working with Medicaid, • Managing Collections, • Posting Payments, • Coding, • Knowledge of Medical Terminology Essential Duties Include: • Properly coding services, procedures, diagnoses, and treatments, • Preparing and sending invoices or claims for payment, • Correcting rejected claims, • Tracking payments, • Following up with patients and insurance companies about outstanding bills Job Location: Brownsville, TX Schedule: Monday-Friday 8am - 5pm Pay: from $12 - $18 depending on the experience #2315OS

$80 - $110/hourpayfinancial planninginvestment managementretirement planningtax-aware strategiesclient relationship managementcommunicationregulatory compliancehigh-net-worth client advisingjudgment and decision-makingcertified financial planner (cfp)Certified Financial Advisor (CFA)micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems’ ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer’s team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow’s advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Job Description Finance and Insurance (F&I) Director – Automotive This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I Director to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale. Job Responsibilities • Lead the dealership’s customer loan origination and approval process, maintaining strong relationships with both prime and subprime lenders., • Ensure accurate and timely preparation of all federal, state, and dealership documentation., • Mentor and develop a high-performing team of Finance Managers, fostering collaboration across departments., • Drive performance by setting and achieving monthly income forecasts, product penetration goals, and CSI benchmarks., • Present and sell value-added products such as service contracts, GAP coverage, and other protection plans. What You Bring: • A dynamic, relationship-driven approach with a passion for delivering exceptional customer experiences., • Proven success in creating a positive, high-integrity sales environment., • Minimum 3–5 years of experience as an F&I Producer; prior Director-level experience is highly preferred., • Impeccable attention to detail and follow-through., • Ability to pass a background check and drug screening. Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Employee discount, • Health insurance, • Life insurance, • Opportunities for advancement, • Paid time off, • Vision insurance About Us: At Charlie Clark Auto Group, (AMARU), we lead with LOVE in everything we do, towards our people, our community, our family, and our faith. Rooted in the enduring values and legacy of Charles and Dorothy Clark, Maricruz Aurora Aguirre, Nana, and those who paved the way before us, LOVE is the driving force behind everything we do. Join us and be part of our ORALÉ TEAM!

Job DescriptionACA/ Internal Auditor SALARY : $ 49,000-$57,468 per year SECTION I-JOB DESCRIPTION SUMMARY This position assists in compliance testing of County Departments; involved in internal audits and the preparation of County Annual Financial Report; develop effective recommendations and perform various internal audit duties as required by the County Auditor and Internal Audits Director; other duties as assigned. ESSENTIAL FUNCTIONS Be involved in internal audits, perform on site visits for various County departments; aid departments in improving internal controls, financial reporting and other related duties as required; familiar with budget preparation as well as federal and state grant compliance; special projects as assigned. Some in County travel required. SECTION II-JOB REQUIREMENTS EDUCATION AND EXPERIENCE • Requires a minimum of a Bachelor's Degree in Accounting or closely related field; preferred 1-3 years' auditing experience. KNOWLEDGE, SKILLS, AND ABILITIES Ability to communicate effectively with diverse groups of individuals utilizing tact and diplomacy; ability to effectively respond to questions and complaints; good working knowledge of general office administration, proper application of grammar skills, and ability to communicate effectively; ability to work independent of direct daily supervision; ability to understand state and federal laws, rules and regulations as they apply to County Government; must be able to extract and interpret financial data, develop and follow procedures that comply with laws, regulations, and County objectives; skills in the operation of a personal computer and basic office equipment; ability to adjust rapidly to fluctuating situations, and multiple simultaneous projects; ability to organize work, set priorities, meets critical deadlines, and follows up assignments with minimum direction; ability to work in compliance with departmental policies and procedures; ability to establish and maintain effective working relationships with co-workers, County employees, Elected/Appointed Officials, governmental representatives, constituents, outside agencies, and the general public. SPECIAL REQUIREMENTS Must have a valid Texas Driver's License and an acceptable driving record. SECTION III-JOB DIMENSIONS CONTACTS Uses tact when dealing with Elected/Appointed Officials, Division/Department Heads, County employees, and the public regarding departmental operating issues. External Contacts: Contact with other governmental agencies, outside organizations, and the general public. Communication is primarily through telephone/ mail. Internal Contacts: Constant contact with Elected/Appointed Officials, Division/Department Heads, subordinates, co-workers and other County employees. Communicating is primarily face-to-face, via telephone, and through written communication. RESPONSIBILITY Job has a critical impact on the Auditor's Department operations and public image. Primary responsibility is to the County Auditor. Job responsibilities include handling of confidential information and/or documents relative to the County and must maintain high ethical standards at all times. DIFFICULTY Judgment is required to ensure completion of administrative activities and special projects as assigned by the County Auditor; uses discretion to achieve work goals. WORKING CONDITION Working conditions are primarily in an office environment, some limited In-County travel; will be required to follow Inter-departmental Policy and dress code. This is not a Civil Service covered position. BENEFITS: Cameron County Offers Excellent Fringe Benefits, Including: Health and Life Insurance Protection, Sick and Annual Leave, Retirement System and Paid Holidays. Cameron County has a mandatory direct deposit payroll program.

Job DescriptionACA/Payroll Specialist Salary: $44,100.00 (D.O.Q) SECTION I-JOB DESCRIPTION Performs financial duties associated with processing of county payroll. Assist in the accounting of all countywide payroll functions. Process payroll, maintain personnel files, and file monthly, quarterly, annual payroll reports, as required. Other duties as assigned. This position is under the direction of the County Auditor. ESSENTIAL FUNCTIONS All duties associated with payroll processing, personnel file maintenance, payroll reports, insurances, voluntary deductions, time and attendance, and review of all county payroll information. Must be able to maintain confidentiality of employee personnel records. Familiar with payroll processing, excel and word programs. SECTION II-JOB REQUIREMENTS REQUIRED EDUCATION AND EXPERIENCE: Associate's in Accounting (closely related field), or equivalent work related experience. Preferred at a minimum 1 year of payroll related experience. KNOWLEDGE, SKILLS, AND ABILITIES Knowledgeable in Federal and State guidelines for payroll related issues including maintenance, internal control, and payroll taxes. Ability to effectively respond to questions and complaints and ability to maintain effective working relationships with County employees, elected officials, governmental representatives, precinct constituents, outside agencies and the general public. SECTION III-JOB DIMENSIONS CONTACTS: External Contacts: General public and/or other agencies. Internal Contacts: Constant contact with Dept. Heads and Elected /Appointed Officials and frequent contact with other County Employees. Communicating is primarily face-to-face, via telephone and through written communication. RESPONSIBILITY Will handle confidential information relative to payroll related issues. Answers to Department Supervisor and County Auditor. DIFFICULTY: Coordinate with staff to ensure teamwork and meet payroll deadlines. WORKING CONDITION Physical requirements include lifting/carrying 20 lbs. occasionally; visual acuity, speech and hearing; hand and eye coordination and manual dexterity necessary to operate computer keyboard and basic office equipment. Subject to sitting for long periods, standing, walking, reaching and twisting to perform the essential functions. Working conditions are primarily inside an office environment. Will be required to do field audits on various county departments. This is not a Civil Service covered position. BENEFITS: Cameron County Offers Excellent Fringe Benefits, Including: Health and Life Insurance Protection, Sick and Annual Leave, Retirement System and Paid Holidays. Cameron County has a mandatory direct deposit payroll program.

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Competitive salary, • Free food & snacks, • Opportunity for advancement, • Paid time off, • Training & development ROLE DESCRIPTION: As a Sales Account Manager for Cassandra Alaniz State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads., • Present relevant products and services based on customer needs., • Advise on products and services that create gaps in a customer's asset plan., • Coach, Counsel, Motivate and Manage existing Sales Account Representatives to attain office goals.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations., • Experience in leading a successful team in hitting sales goals., • Experience in a fast-paced work environment.

Key Responsibilities** - Design realistic scenarios from your controllership work — financial statement preparation, journal entries, account & bank reconciliations, month-end / period-end close, fixed-asset & depreciation schedules, accruals and prepaids - Review and compare AI-generated accounti

About Mercor projects** Experts in our network contribute to: - Training and evaluating AI models in Finance - Creating tasks and deliverables based on real-world scenarios - Providing domain-specific feedback to advance frontier AI research Projects vary in scope and duration, with typical commitme

Key Responsibilities** - Design realistic scenarios from your tax work — return preparation (1040 / 1120 / 1120-S / 1065), tax provision (ASC 740), responses to notices / IDRs and controversy support, tax planning and estimated payments - Review and compare AI-generated tax outputs for technical a

The Account Manager is responsible for utilizing existing community partners and building a network of stakeholders and customers targeting energy efficiency projects that align with the HOMES/HEEHR programs. APTIM's Energy Transition is seeking an experienced Account Manager. The Account Manager wi

Expect approximately 20-25% travel from a home office.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach. You will learn about customers' goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence. You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo's training and coaching. In this role you will: Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals Support everyday banking needs, including new account openings, service requests, and credit applications Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs Deliver accurate, compliant service while exercising sound judgement within defined risk controls Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns Job Expectations: Ability to work a schedule that will include Saturdays Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply. This position is not eligible for Visa sponsorship Posting Location(s): Boca Chica 3310 Boca Chica BlvdBrownsville, TX 78521 Posting End Date: 28 Jul 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Build the Future with Us - EquipmentShare is Hiring a Territory Account Manager At EquipmentShare, we're not just filling a role - we're assembling the best team on the planet to build something that's never been built before. We're on a mission to transform an industry that's been stuck in the past by empowering contractors and communities through innovative technology, real-time support, and a team that truly cares. We're hiring a Territory Account Manager at our rental facility in Brownsville, TX, and we're looking for someone who's ready to grow with us, bring energy and drive to their work, and help us build the future of construction. Territory Account Managers will be responsible for expanding our existing customer base by building relationships with contractors and construction company principals. Core Solutions branches offer construction equipment rentals including aerial equipment, earth moving equipment, material handling equipment and more. Pay: $150,000 - $600,000 Total Compensation ($24,000 base salary + Uncapped commission with no market restrictions) Primary Responsibilities Territory management of a geographical area. Responsible for the full sales strategy execution from market analysis, sales forecasting, pipeline management and revenue growth, through contract negotiation and customer retention. Quickly respond to inbound leads and requests. Familiar with Customer Relationship Management (CRM) systems. New business development and Client acquisition/Account development. Expand our existing customer base by building relationships with contractors and construction company principals. Tell them about the numerous ways EquipmentShare can help save them money, make more money and operate more efficiently. In other words, educate them on how EquipmentShare solves their problems! Maintain and nurture existing customer relationships to ensure our customers are 100 percent satisfied with the level of service and support they receive from EquipmentShare. Keep them up-to-date about new or additional ways in which EquipmentShare can help improve their business with our comprehensive jobsite solutions. Promptly respond to and resolve customer inquiries, requests, complaints or other communications. Conducts sales presentations to prospective and existing customers. Develop new sales strategies and techniques to increase our market share and improve our customer experience. Manages and supports job site activities and projects with remote and on site involvement. Assists with Equipment rental, sales, and service when needed by customers on-site. Why EquipmentShare? Because we do things differently - and we think you'll feel it from day one. We're a people-first company powered by cutting-edge technology. That means our proprietary T3 platform doesn't just run our business - it also makes your job easier, safer, and more connected. Whether you're behind the wheel, under the hood, leading a branch, or closing deals - tech supports you, and you drive us forward. We're a team of problem-solvers, go-getters, and builders. And we're looking for teammates who take pride in doing meaningful work and want to be part of building something special. Perks & Benefits Competitive compensation: Base salary plus uncapped commission Commission guarantee period while building book of business Company provided truck or Vehicle allowance ($800/mo) Company provided cell phone or phone stipend Relocation assistance (discretionary) Full medical, dental, and vision coverage for full-time employees 401(k) and company match Generous PTO + paid holidays Gym membership stipend + wellness programs (earn PTO and prizes!) Company events, food truck nights, and monthly team dinners 16 hours of paid volunteer time per year - give back to the community you call home Career advancement, leadership training, and professional development opportunities About You You want to be part of a team that's not just changing an industry for the sake of change - we're transforming it to make it safer, more secure, and more productive. You bring grit, heart, and humility to your work, and you're excited about the opportunity to grow within a fast-paced, mission-driven environment. We're looking for people who: See challenges as opportunities Embrace change and continuous improvement Bring energy, effort, and optimism every day Skills & Qualifications First and foremost, we're looking for someone who's tenacious and innovative and possesses superior outside sales experience and skills with a proven sales track record Must be able to lift, carry, and place objects weighing up to 50 pounds without assistance. Heavy Construction Equipment or Industry knowledge (rental or construction) with experience in B2B is sales preferred, but not required (if you're a born salesperson, we'll train you on what you need to know and how to win more business) You have strong interpersonal and problem-solving skills You have the technical aptitude to adapt to the fast pace of a growing company and stay continuously educated on the latest EquipmentShare products and services You're competitive, self-motivated and results driven, but thrive in a team-oriented environment Ability to manage strategic and national accounts A Workplace For All At EquipmentShare, we believe the best solutions come from a team that reflects the world around us. Our initiative - A Workplace For All - is rooted in the belief that we must work together to solve some of the toughest problems in construction. That means attracting, developing, and retaining great people from all walks of life. We value different backgrounds, talents, and perspectives. We want you to feel like you belong here - because you do. EquipmentShare is an EOE M/F/D/V. Employment is contingent on passing a background check. Additionally, some roles require passing a drug test, depending on the job responsibilities.

The CFO will be a key partner to the CEO, driving operational improvements, scaling the business for profitable growth, and modernizing the finance function. The ideal candidate for this position at the company will be a seasoned professional with a proven track record in a similar role, capable of

Pronto Insurance offers our Full Time Employees the following benefits Disability & Life Insurance Paid Vacations, Personal Days & 6 Paid Holidays! Qualifications Bachelor of Business Administration, major in Accounting or Finance 5 – 10 years in progressive experience in a financial environm

Job Description Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined, • Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,(2) estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $115,917.(3) Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. (4) About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength. (5) • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer.(6) • Training Magazine’s APEX Award for 2022 We’re proud to be recognized by organizations that also value diversity. • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For We’re proud of the help we’ve provided and continue to provide our clients.(7) • 5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $579 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $4.5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.(8) 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., 2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change., 3. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 4. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 5. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 6. A full list of our awards is available here: https://www.newyorklife.com/newsroom/our-awards-and-recognition, 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022., 8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company’s individual life insurance in force totaled $1,166.01 billion at December 31, 2022 (including $180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity V1AR10511042023 SMRU 5021157.4 (Exp. 04.30.2024) Company DescriptionNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades... We’re proud of our financial strength3 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of our positions in the industry4 • New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine5, • Training Magazine’s Training Top 100 for 20216 We’re proud to be recognized by organizations that also value diversity • Latino Leaders: 2022 Best Companies for Latinos to Work, • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity We’re proud of the help we’ve provided and continue to provide our clients • 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies), • $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid; dividends are not guaranteed), • $938 million lifetime annuity paid (includes all payouts on individual income annuity products), • Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.\r\n\r\nAwards & Accolades...\r\nWe’re proud of our financial strength3\r\n• A++ Superior (A.M. Best)\r\n• AAA Exceptionally Strong (Fitch)\r\n• Aaa Exceptional (Moody’s)\r\n• AA+ Very Strong (Standard & Poor’s)\r\n\r\nWe’re proud of our positions in the industry4\r\n• New York Life named a 2021 “Elite Gold Organization” by Chief Learning Officer magazine5\r\n• Training Magazine’s Training Top 100 for 20216\r\n\r\nWe’re proud to be recognized by organizations that also value diversity\r\n• Latino Leaders: 2022 Best Companies for Latinos to Work\r\n• Human Rights Campaign: 2022 Corporate Equality Index\r\n• Forbes 2022: America’s Best Employers for Diversity\r\n\r\nWe’re proud of the help we’ve provided and continue to provide our clients\r\n• 5.5 million lives Protected (includes all owners of individual life insurance and annuity policies)\r\n• $4.9 Billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid; dividends are not guaranteed)\r\n• $938 million lifetime annuity paid (includes all payouts on individual income annuity products)\r\n• Over $1.1 trillion life insurance protection in force (includes term, whole and universal life)

Job DescriptionAbout Us Founded in 1974, cdcb | come dream. come build provides safe, sanitary affordable housing to the citizens of South Texas, and is one of the largest non‐profit producers of single‐family housing for homeownership in Texas. cdcb is a multifaceted affordable housing organization devoted to utilizing collaborative partnerships to create sustainable communities across South Texas through quality education, model financing, efficient home design, and superior construction. Our dedicated team members work to improve the lives of low to moderate families and individuals to grow wealth and improve families educational, housing, and financial security. We offer industry competitive compensation, excellent benefits with a five-decade old firm. cdcb is an inclusive and exciting work environment. We are looking for a knowledgeable and self-motivated individual to join our team. Summary The A/P & A/R Bookkeeper is responsible for accounts payable, accounts receivable, daily cash activity, vendor management, account reconciliations, and maintaining the accuracy of financial records. This position serves a critical role within the Finance Department by supporting the integrity of the organization's financial operations and ensuring timely and accurate processing of key financial transactions. The role requires a strong foundation in accounting principles, the ability to independently analyze and resolve issues, and a commitment to continuous professional development and learning. Although this is an entry-level position, it offers significant exposure to the organization's financial operations and leadership team. The position is designed to provide a structured pathway for career growth, with the expectation that high-performing employees will develop the skills and experience necessary to transition into a Financial Analyst role within approximately one year. Success in this role requires initiative, strong analytical abilities, attention to detail, and a desire to grow into more advanced finance and accounting responsibilities. Essential Duties and Responsibilities • Create home numbers of individual properties to identify clients., • Post all received checks, cash, ACHs, and interest entries, including corrections and adjustments., • Assist in budget tracking and reporting by maintaining accuracy and verifying expenses against organizational and grant budgets., • Prepare annual 1099s and 1096 filings., • Post warehouse advances and payoffs from the bank., • Print statements and revenue reports and provide copies for monthly financial reporting., • Process all accounts payable payments and respond to AP inquiries., • Create check vouchers and ensure proper account coding and allocations., • Perform invoice data entry, balancing, and payment processing., • Prepare checks for approval and distribute approved payments., • Process prepaid insurance, pool payments, depreciation, and other recurring accounting transactions., • Maintain vendor records and supporting documentation, including W-9 forms., • Handle daily accounting inquiries, manual checks, and incoming invoices., • Perform other duties as assigned.Qualifications, • Must possess a solid understanding of accounting principles, including accounts payable, accounts receivable, reconciliations, general ledger activity, and financial reporting., • Associate or bachelor’s degree in Accounting, Finance, or a related field preferred., • Prior bookkeeping, accounting, or finance experience preferred., • Strong analytical, mathematical, and problem-solving skills., • Ability to think independently, exercise sound judgment, and resolve issues with limited direction or supervision., • Self-starter with the ability to identify process improvements and proactively address challenges before they become problems., • Demonstrated commitment to continued learning, professional growth, and staying current on accounting best practices and technology., • Ability to read, interpret, and communicate financial and operational information effectively., • Proficiency in excel is a highly preferred., • Proficiency in other Microsoft Office, email systems, QuickBooks, MIP Fund Accounting, or similar accounting software. Powered by JazzHR slHCU3Tjjt

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