Service Process Coordinator Onsite Jobs

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role Retail Loan Officers (RLOs) are key drivers of SoFi Lending Corp.’s mortgage sales organization. RLOs are responsible for delivering an exceptional, end-to-end customer experience by guiding members through the mortgage origination process and providing a modern, transparent alternative to the traditional mortgage experience. What you’ll do: Evaluate initial loan applications and supporting documentation to assess creditworthiness and repayment ability Perform preliminary analysis of applicants’ credit, income, and assets, communicating initial eligibility and next steps clearly to the customer Communicate key origination timelines, product options, pricing, and underwriting requirements throughout the loan lifecycle Proactively engage with applicants through outbound communication to obtain required documentation and ensure timely progression from application to funding Clearly communicate loan status updates, conditions, approvals, and/or declinations to ensure customers are informed at every stage Coordinate with realtors, builders, mobile notaries, and other third-party partners to support a smooth transaction Manage the loan process to ensure timely and accurate delivery of disclosures, re-disclosures due to changed circumstances, and closing documentation Continuously enhance sales eff

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role The Collateral Condo Specialist supports the condominium loan process by coordinating document ordering, HOA and property management requests, and outstanding project conditions. In this role, you will help ensure that required condominium documentation is obtained accurately and on time, supporting efficient mortgage approvals and closing timelines. You will work closely with Loan Officers, Operations, Underwriting, title companies, and HOA or property management partners while maintaining compliance with applicable agency and investor requirements. What you’ll do Coordinate the collection of condominium project documentation throughout the mortgage loan process by partnering with Loan Officers, Operations, Underwriting, title companies, and HOA or property management companies. Order, track, and obtain required condominium documents, including questionnaires, budgets, insurance documentation, financial statements, and other agency- or investor-required materials. Monitor document requests and outstanding conditions to support loan approval and closing deadlines. Process payments for HOA and property management document requests while maintaining complete and accurate payment and request records. Review received documentation for completeness and follow up on missing, incomplete, or inconsistent i

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary - Supports comprehensive coordination of Medicaid and/or Medicare pharmacy services including intake and processing of pharmacy authorization requests. - Promotes and supports quality effectiveness of healthcare and Pharmacy Services. - Evaluates, authorizes approval, and communicates decisions for pharmacy requests according to clinical guidelines. - Evaluates and authorizes approval of pharmacy requests received by telephone, facsimile, and/or other means using client clinical criteria. - Determines appropriateness for medications. Communicates decision to physicians, physician’s office staff, medical management staff, members, and/or pharmacists. - Will perform clinical research to support request. - Performs non-medical research including eligibility verification, COB, and benefits verification. - Maintains accurate and complete documentation of required information that meets risk management, regulatory, and accreditation requirements. - Process requests in compliance with various laws and CMS regulations and company policies and procedures. - May communicate with Aetna Case Managers, Health Plan Staff, External Pharmacies and Health Care Providers. - Promotes communication, both internally and externally, to enhance effectiveness of medication therapy management services. - Sedentary work involving significant periods of sitting, tal

Overview: Guidepoint’s Legal team plays an important and global role across all our offices. The team provides their expertise, advise, recommendation and support to multiple parts of the business to ensure a seamless and efficient process. We are currently seeking a Contracts Specialist to serve as the main point of contact between the legal team and internal/external stakeholders regarding all contract management, including drafting, reviewing, and negotiation. This role will report to our Associate General Counsel. What You'll Do: Drafting, reviewing and negotiating all types of contracts, including client and vendor agreements, non-disclosure agreements, contract amendments and renewals, Statements of Work, data processing agreements, SaaS agreements, etc., for global stakeholders in various company locations Responsible for managing Contracts Queue and coordination of all aspects of contract management Serve as primary contact between the legal department and internal and external stakeholders seeking contract review and revision, copies, questions, status updates etc. Review, respond and manage contracts-related questions within the Contracts inbox Manage Contract Template library and other knowledge management functions Ensure compliance with contract approval policies and procedures Liaise with Legal, Compliance, and Sales teams on contracts as needed Special projects on an as-needed basis What You Have: Bachelor’s Degree, with at least 3 years' experience working with contracts Law Degree is a big plus, but is not required Contract management experience, preferably in-house Experience reviewing, editing, interpreting and negotiating legal agreements Experience reviewing and negotiating corporate master services agreements Strong organizational and communications skills, ability to set priorities, handle multiple tasks and projects, track and follow up on projects Excellent interpersonal skills and ability to work collaboratively in a team

Overview: Guidepoint’s Legal team plays an important and global role across all our offices. The team provides their expertise, advise, recommendation and support to multiple parts of the business to ensure a seamless and efficient process. We are currently seeking a Contracts Specialist to serve as the main point of contact between the legal team and internal/external stakeholders regarding all contract management, including drafting, reviewing, and negotiation. This role will report to our Associate General Counsel. What You'll Do: Drafting, reviewing and negotiating all types of contracts, including client and vendor agreements, non-disclosure agreements, contract amendments and renewals, Statements of Work, data processing agreements, SaaS agreements, etc., for global stakeholders in various company locations Responsible for managing Contracts Queue and coordination of all aspects of contract management Serve as primary contact between the legal department and internal and external stakeholders seeking contract review and revision, copies, questions, status updates etc. Review, respond and manage contracts-related questions within the Contracts inbox Manage Contract Template library and other knowledge management functions Ensure compliance with contract approval policies and procedures Liaise with Legal, Compliance, and Sales teams on contracts as needed Special projects on an as-needed basis What You Have: Bachelor’s Degree, with at least 3 years' experience working with contracts Law Degree is a big plus, but is not required Contract management experience, preferably in-house Experience reviewing, editing, interpreting and negotiating legal agreements Experience reviewing and negotiating corporate master services agreements Strong organizational and communications skills, ability to set priorities, handle multiple tasks and projects, track and follow up on projects Excellent interpersonal skills and ability to work collaboratively in

Overview: Guidepoint’s Legal team plays an important and global role across all our offices. The team provides their expertise, advise, recommendation and support to multiple parts of the business to ensure a seamless and efficient process. We are currently seeking a Contracts Specialist to serve as the main point of contact between the legal team and internal/external stakeholders regarding all contract management, including drafting, reviewing, and negotiation. This role will report to our Associate General Counsel. What You'll Do: Drafting, reviewing and negotiating all types of contracts, including client and vendor agreements, non-disclosure agreements, contract amendments and renewals, Statements of Work, data processing agreements, SaaS agreements, etc., for global stakeholders in various company locations Responsible for managing Contracts Queue and coordination of all aspects of contract management Serve as primary contact between the legal department and internal and external stakeholders seeking contract review and revision, copies, questions, status updates etc. Review, respond and manage contracts-related questions within the Contracts inbox Manage Contract Template library and other knowledge management functions Ensure compliance with contract approval policies and procedures Liaise with Legal, Compliance, and Sales teams on contracts as needed Special projects on an as-needed basis What You Have: Bachelor’s Degree, with at least 3 years' experience working with contracts Law Degree is a big plus, but is not required Contract management experience, preferably in-house Experience reviewing, editing, interpreting and negotiating legal agreements Experience reviewing and negotiating corporate master services agreements Strong organizational and communications skills, ability to set priorities, handle multiple tasks and projects, track and follow up on projects Excellent interpersonal skills and ability to work collaboratively in a team

At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀 As a CX Operations Analyst , you will own key operational processes related to Partner Services (SOWs, invoicing, renewal processes, system access) while also providing data analysis, workflow automation, and AI builds that support multiple functions including TAM, Solutions and Support/CX. You are the person who keeps critical operational machinery running smoothly while continuously improving how it works. This role works across the full CX Ops team and partners with stakeholders in TAM, Solutions, Support, Partner Services, Finance, and GTM Systems. You'll collaborate closely with other CX Ops team members on initiatives while taking direct ownership of your assigned processes and analytical deliverables. The right person for this role is detail-oriented, analytically strong, and energized by building automations and AI solutions that eliminate manual work. This role connects directly to our mission of making every CX team faster, better-informed, and more consistent through operational excellence. If you are an AI native, proactive, data-driven individual who thrives in a fast-paced environment, this role is for you! About the Role Professional Services Operations Operationalize partner delivery quality and customer outcomes measurement to ensure accountability regardless of delivery model Support the end-to-end SOW management process for Partner subcontracting: creation, tracking, amendments, and closure in coordination with Partner Services leadership and Finance Execute partner invoicing workflows: validate submissions, process approvals, track payments, and resolve discrepancies Enable partner

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Manager, Product Operations & Customer Success Department Overview Mastercard Move powers fast, secure, and seamless money movement across the globe. The platform supports use cases including person-to-person transfers, business payments, disbursements, remittances, account-to-account transfers, and merchant payments. The Product Operations and Customer Success team helps customers successfully onboard, launch, and operate Mastercard Move solutions while ensuring alignment with Mastercard’s operational, compliance, risk, and processing requirements. Role Overview The Manager, Product Operations & Customer Success will support the operational needs of both prospective and existing Mastercard Send customers, serving as a key liaison between customers and internal stakeholders. This role collaborates closely with acquirers, processors, resellers, issuers, and cross-functional partners across Mastercard Send, Core Processing, Franchise, Legal, Compliance, AML, Risk, Account Management and regional teams to ensure successful customer onboarding and ongoing operations. The individual is responsible for identifying operational challenges, driving process efficiencies, and delivering scalable solutions that support customers throughout testing, implementation, and production. The Manager will coordinate custo

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Senior Specialist, Payroll Implementation & Integration-1 Position Summary The Senior Specialist, Payroll Implementation & Integration supports strategic payroll initiatives, including mergers and acquisitions (M&A), P&C Modernization programs, system implementations, and process improvement efforts. This role serves as a key execution resource responsible for coordinating testing activities, validating payroll and employee data, supporting implementation readiness, and assisting with solution deployments across payroll operations. Key Responsibilities M&A Integration Execution Support • Support payroll workstreams during mergers, acquisitions, divestitures, and organizational restructures. • Assist with payroll integration planning and execution activities. • Coordinate employee data collection, validation, and migration activities. • Prepare implementation documentation and integration trackers. • Support payroll readiness assessments and integration milestones. • Execute project tasks, risks, issues, and action items. • Assist in stabilization activities following acquisitions. P&C Modernization Implementation Support • Participate in payroll-related activities supporting Workday and P&C Modernization initiatives. • Support configuration validation

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Senior Specialist, Payroll Implementation & Integration-2 Position Summary The Senior Specialist, Payroll Implementation & Integration supports strategic payroll initiatives, including mergers and acquisitions (M&A), P&C Modernization programs, system implementations, and process improvement efforts. This role serves as a key execution resource responsible for coordinating testing activities, validating payroll and employee data, supporting implementation readiness, and assisting with solution deployments across payroll operations. Key Responsibilities M&A Integration Execution Support • Support payroll workstreams during mergers, acquisitions, divestitures, and organizational restructures. • Assist with payroll integration planning and execution activities. • Coordinate employee data collection, validation, and migration activities. • Prepare implementation documentation and integration trackers. • Support payroll readiness assessments and integration milestones. • Execute project tasks, risks, issues, and action items. • Assist in stabilization activities following acquisitions. P&C Modernization Implementation Support • Participate in payroll-related activities supporting Workday and P&C Modernization initiatives. • Support configuration validation

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Analyst, Billing Operations Overview: The Revenue Operations & Enablement department provides centralized billing for products and services billed to customers using the MasterCard Consolidated Billing System (MCBS). MCBS supports the billing for all MasterCard branded transactions, Cirrus/Maestro switch fees, assessment fees, and various other fees. Our mission is to provide core billing services, drive billing assurance, provide value added services and enable growth as MasterCard advances commerce globally Role: • Research and respond to helpdesk inquiries within the SLA • Analyzes billing data, researches trends and identifies issues; follow up on resolutions • Identify opportunities for process optimization within area of responsibility; coordinates with leadership to implement improvements • Maintains desktop procedures and adheres to controls around revenue and collections Education (preferred): -Basic college education or equivalent work experience with emphasis in business or information technology. Knowledge / Experience (preferred): -Basic knowledge of data processing concepts and financial industry/banking operations practices. -Previous experience with relational databases. Skills / Abilities: -Effective problem/troubleshooting skills. -

Payroll Specialist, United States Payroll A Career with Point72’s Finance Team The Finance team provides a broad range of timely, accurate, relevant, and objective financial information, advice, and services to its business partners, with commitment to the highest professional and ethical standards. Our team offers a dynamic and collaborative environment where our colleagues can learn at a fast pace and are rewarded with advanced opportunities both within Finance and across the firm. What you’ll do We are seeking a Payroll Specialist for the U.S. Payroll who will have direct ownership of hands-on payroll processing in addition to providing subject matter expertise and oversight. Specifically, you will: Own end-to-end U.S. payroll processing with minimal supervision, including data gathering, validation, review, and final sign-off Lead complex payroll activities such as multi-state tax calculations, W-2 testing and reconciliation, 401(k) processing, salary variance analysis, and retroactive adjustments Serve as the U.S. payroll subject matter expert, providing guidance on federal, state, and local tax matters and ensuring compliance and accuracy Independently prepare, review, and post payroll journal entries, including accruals, reversals, and adjustments Act as the primary point of contact for payroll escalations, employee inquiries, client questions, and external vendor coordination Partner with Human Resources (HR), Finance, Tax, and Benefits teams to resolve payroll issues, support audits, and manage cross-functional dependencies Review payroll outputs for quality and compliance, proactively identifying, investigating, and remediating discrepancies Drive payroll process improvements, automation, system enhancements, and transitions using tools such as Excel, Workday, and other reporting/automation solutions, while mentoring junior team members as needed What’s required? Bachelor’s degree or equivalent 4+ years of finance, accoun

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies, from the world’s largest enterprises to the most ambitious startups, use Stripe to accept payments, grow revenue, and accelerate new business opportunities. Our mission is to increase the gross domestic product of the internet. About the team The Platform Sales team works with business-to-business software platforms to help them facilitate payments for their customers using Stripe Connect. Software platforms are businesses that build payments and financial services into their products. Platforms that use Stripe include Shopify, Xero, me&u, and Ignition. What you’ll do As an Account Executive on the Platforms team, focused on existing business, you will use sales and product expertise to drive growth with existing Stripe users. You will help customers understand how Stripe’s online commerce infrastructure can make payments a competitive advantage for their businesses. These customers include innovative, fast-growing software platforms. Responsibilities Manage and grow a named account list. Develop account plans to win and expand business with upper middle market and enterprise companies. Build and maintain relationships with C-level executives, and coordinate the right executive touchpoints. Contribute to Stripe’s platform partnership strategy, repeatable processes, and scaled engagement models. Develop outbound strategies to create and nurture opportunities. Own the full sales cycle, from lead generation through close, for upper middle market and enterprise companies. Develop relationships with executive stakeholders at new and existing clients. Partner with leaders across Engineering, Product, and Finance to lead complex product workshops and financial analyses. Lead and contribute to team projects that develop and refine the sales process. Partner with Product and Engineering teams to inform product strategy. Who you are You are a skilled salesperson an

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Marketing Operations (Ops) Team at Plaid builds the essential foundation that enables the Marketing function to operate efficiently, scale sustainably, and align with the company’s strategic goals. We focus on people, technology and process to drive operational excellence and optimize marketing performance. Our team is focused on creating and executing impactful marketing strategies that resonate with our target audiences, drive sustainable growth through high-quality pipeline generation, and enhance marketing efficiency. By integrating innovative technologies, we strive for seamless workflows and data-driven decision-making. We also continuously strengthen the foundation of a high-performing marketing organization, ensuring that processes and systems are in place to support long-term success. Responsibilities: Campaign Planning and Execution: Manage the end-to-end planning and execution of marketing campaigns, ensuring they are well-resourced, delivered on time, and within budget. Cross-Functional Communication and Coordination: Drive ongoing communication and coordination across teams, ensuring alignment and smooth information exchange throughout the lifecycle of each campaign. Meeting Facilit

At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. As a Senior Security Engineer at Vanta, you’ll own projects with impact across the business to help us run an efficient and highly effective security team. The security team at Vanta ensures that we are a trustworthy steward of sensitive data. We also contribute subject matter expertise to the product, sales, marketing, support, and engineering functions, given the nature of our business. You’ll join Vanta’s Security organization, which provides essential security operational services, is directly involved in the software development process and building tools to make it easy for developers to ship products securely, sets policies and standards regarding enterprise-wide security requirements, and offers advisory services to enable our business to thrive while effectively managing risk. If you’re someone who has high initiative and enjoys problem solving while having impact at a high-growth company, we would love to hear from you! What you’ll do as a Senior Security Engineer at Vanta: Participate in team exercises to identify potential security risks, including threat modeling and tabletop scenarios Contribute to complex prioritization discussions around which risks are the most important to solve next Plan projects to address the risks we prioritize, and coordinate with cross-functional stakeholders across the company to execute those projects Build maintainable programs to implement operational excellence where ongoing work is needed to achieve our goals (e.g. vulnerability management) Partner with engineering teams to architect secure software, address security concerns, and build a strong security culture Build, customize, a