Financial Services Representative - Primerca

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• First Meridian Services

  

  Accountanting Clerk

  8 days ago

  Englewood

  Job DescriptionPRIMARY RESPONSIBILITIES • Processes payments for restaurant services, processes airline vouchers for reimbursement, and accurately manages cash and credit card transactions for multiple restaurant locations in a high-volume environment., • Performs data entry, assists with accounts payable and accounts receivable, and helps with daily cash reconciliation., • Maintains a clean, organized front desk/reception area, greets guests, handles incoming and outgoing deliveries (e.g., mail, packages, etc.), and performs other clerical tasks as needed., • Assists in providing documentation and support for the annual audit., • Performs other related duties as assigned.REQUIRED SKILLS/ABILITIES, • Ability to clearly and professionally communicate (written and verbal), • Approachable, positive demeanor and good interpersonal skills, • Ability to work independently and as a collaborative participant in a team environment, • Excellent organizational skills with demonstrated ability to appropriately prioritize tasks, • Ability to perform tasks which require close attention to detail, • Ability to handle pressure and work positively and efficiently in a fast-paced environment, • Ability to find/apply commonsensical solutions to problems EDUCATION AND EXPERIENCE • High school diploma or equivalent, • Experienced user of Microsoft Office programs, • Previous experience in accounting preferred, • Previous experience at a front desk or in a similar customer-facing role a plus WORK ENVIRONMENT AND PHYSICAL REQUIREMENTS Normal office environment with standard lighting and average noise levels. Prolonged periods sitting at desk working on a computer. Regular/repetitive use of hands and fingers to operate computer components (e.g., keyboard, mouse, etc.). Must be able to lift up to 15 pounds, bend, reach, and squat. Physical Requirements & their Frequency Bend – Occasionally Climb/Crawl – Occasionally Sit - Regularly Kneel - Occasionally Squat - Occasionally Stand/Walk - Frequently Mental Requirements & their Frequency Communicate Orally – Constantly Evaluating – Constantly Perform Calculations - Constantly Read/Comprehend - Constantly Reason/Analyze - Constantly Write - Constantly Pay Rate: $21.00-24.00/hr

• First Western

  

  VP, Relationship Banker II

  13 days ago

  Englewood

  Job Description VP, Relationship Banker II Location: Denver Tech Center, CO (In-Office) Job Type: Full-Time Exempt Salary: $93,000 - $130,000/YR Applications should be submitted for consideration no later 10/19/2025. Who We're Looking For You're a client-focused banker with a strong foundation in commercial lending, portfolio management, and relationship growth. You combine credit and service expertise with the ability to identify revenue opportunities and deliver tailored financial solutions. You work proactively to acquire and deepen relationships, whether through networking, referrals, or direct outreach. You're confident in managing loan requests from structuring to closing and bring a collaborative, consultative approach to client engagement. If you're someone who drives results while balancing service, structure, and execution—this role is for you. About the Role The VP, Relationship Banker II, is responsible for growing and retaining client relationships, supporting Profit Center (PC) revenue goals, and delivering a full range of financial solutions. This role contributes to the production of loans, deposits, and referrals to other business lines while helping manage new and existing client relationships. Day-to-day responsibilities include identifying opportunities, facilitating and structuring credit requests, managing loan portfolios, and coordinating with internal partners to deliver tailored client solutions. The VP, Relationship Banker II also plays a key role in supporting compliance, documentation, and service excellence throughout the client lifecycle. Success in this role requires strong business development skills, credit knowledge, and the ability to collaborate across teams to provide high-quality client experiences. What You'll Do • Support Profit Center (PC) production by meeting individual annual production goals for loans, deposits, and assets under management; establish referral objectives aligned with overall office sales goals., • Identify and introduce new client relationships through prospecting, strategic outreach, and relationship development., • Facilitate and structure new and existing credit requests—including commercial, construction, and real estate loans—in accordance with pricing, collateral, and credit guidance., • Review and release underwriting and cash flow analysis for loan opportunities to ensure sound credit decisions and proper structuring., • Manage the full lending process alongside Credit Analysts and Loan Associates, from application and underwriting through approval, closing, and onboarding., • Oversee portfolio administration including covenant tracking, borrowing base and collateral monitoring, maturing loan and past due tracking, appraisal policy compliance, loan documentation, and annual reviews., • Collaborate with internal partners in wealth planning, investment management, trust, and deposit services to deliver comprehensive financial strategies and support relationship expansion. What You Bring • Bachelor's degree in business or related field., • 5–7 years of experience in lending, underwriting, and/or credit., • Proficient in Microsoft Office Suite, with exceptional Excel skills., • Experience working with banking and credit software., • Experience with CRM systems., • Strong mathematical and analytical skills., • Excellent written and verbal communication skills., • Ability to organize, prioritize, and manage multiple tasks., • High initiative, follow-through, and attention to detail., • Ability to identify problems, develop solutions, and work independently with minimal supervision., • Experience mentoring or supporting less experienced associates., • Comfortable representing the Bank and Profit Center (PC) with clients, prospects, and community contacts., • Experience working with high-net-worth individuals., • NMLS registration upon hire.What We Offer, • Competitive base salary: $93,000 – $130,000/YR, plus strong bonus potential., • 401(k) plan with employer match., • Paid parking and transportation benefits., • Comprehensive health and wellness benefits, including:, • Health savings accounts (HSA), • Flexible spending accounts (FSA), • Medical, dental, and vision coverage, • Generous paid time off and bank holidays., • Access to training and professional development programs., • Sponsorship and support for obtaining professional certifications., • A culture of collaboration, continuous improvement, and shared success. Who We Are At First Western Trust, we're more than just a financial institution—we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways. We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients. Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless. We expect our people to: • Demand and reward excellence., • Take action and responsibility., • Collaborate, communicate openly, and give/receive feedback with trust. Learn more at myfw.com or email . Equal Opportunity Employer First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact . Region A Pay Range Pay Range$93,000—$130,000 USD

• Redwood Trust Inc

  

  Senior Underwriter

  19 days ago

  Englewood

  Job Description Position Summary The Senior Underwriter requires expert jumbo mortgage underwriting and credit risk knowledge, clear communication skills, consistently outstanding client service, and proven problem solving and decision-making skills. The successful candidate must have a high level of interaction with internal parties (trading, sales, legal and compliance, structured finance) and external parties (Sellers, 3rd party service providers). Responsibilities & Duties • Ability to analyze the underwriting of closed JUMBO, Non-QM, DSCR and Closed End Second mortgage loans in a timely manner for completeness and compliance with Redwood purchase guidelines., • Use of manual underwriting requires strong attention to detail and strong foundation of Fannie Mae and Freddie Mac Underwriting guidelines., • Must be able to analyze multiple alternative income methods of income, (ie: complicated tax returns, bank statements, DSCR, 1099, asset depletion.), • Manage loan conditions from credit, property, and compliance reviews with Sellers and external 3rd party service due diligence providers., • Evaluate and provide recommendations for underwriting waivers and eligibility exceptions., • Clearly communicate, in written and verbal form, compensating factors to justify exceptions., • Provide support to Redwood Sellers by evaluating and supplying feedback on loan scenarios, at times based on limited information., • Participate in and provide clear feedback on credit policy recommendations., • Collaborate with Transaction Underwriters to ensure timely resolution of investor conditions related to whole loan sales., • Maintain strong knowledge of mortgage compliance rules, agency underwriting guidelines and industry standards for appraisal requirements and regulatory compliance., • Participate in evaluating current loan review processes and provide feedback and recommendations to increase efficiency and risk management capabilities., • Consistently access third party services (valuation, fraud, compliance) to provide valuable input for loan decisions. Required Experience & Education • 7+ years of mortgage industry experience, • 3+ recent years Jumbo and Non-QM underwriting experience, • 2+ years of complex income analysis experience, • Strong understanding of Fannie Mae and Freddie Mac Underwriting guidelines, • Expert underwriting knowledge and extensive experience with loan origination documentation, • Technologically savvy, with the ability to work in varied systems, • Proficiency with Excel, loan origination systems, automated underwriting engines, electronic document management and other systems, • High attention to detail and effective problem-solving skills, • Excellent client service skills, • Excellent oral and written communication skills, • Excellent multi-tasking skills and ability to manage multiple tasks simultaneously, • Analytical thinking ability, diplomacy and professionalism A reasonable estimate of the total compensation range for this role is $100,000-$120,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

• WCF Insurance

  

  Underwriting Account Manager

  12 days ago

  Englewood

  Job Description Position WCF is an A Rated insurance carrier that is growing and is looking for an applicant that wants to join a company with a great culture, great benefits, and great employees. We have an immediate opening for someone who can demonstrate the WCF values to join our team as an Underwriting Account Manager supporting the Middle Market unit. This is a full-time, non-exempt, hybrid position that works out of WCF's Sandy, Utah headquarters or Denver Colorado, Boise, Idaho or Roseville, California offices. In office required three days a week. Mondays and Fridays may be worked from home after training. This posting is open to internal and external candidates. Responsibilities • Support assigned data analysts and underwriters in the process of receiving, reviewing, documenting, and servicing business to enhance underwriter productivity and provide excellent customer service., • Prepare new and renewal accounts for timely underwriter review, including completion of risk analysis worksheets, pricing indications and communications with agency staff., • Manage in-force book of business through reports, timely handling of requests, discussions with underwriter on book profitability and other actions as assigned., • Bind quotes, update and upload documents as needed., • Handle agency and customer phone calls and emails., • Team with underwriting assistant to issue policies, endorsements, other items according to service requirements., • Manage system created events as assigned., • Run and review with underwriters reports necessary to grow a profitable book of business., • Provide a high-quality product delivered within service requirements., • Provide excellent customer service to internal and external customers. Qualifications The most qualified candidate will have: • Strong analytical and problem-solving skills., • Strong MS Office skills required, especially in Excel., • Ability to work under pressure and without direct supervision., • Ability to organize, prioritize, and manage multiple tasks in a timely manner., • Excellent customer service skills; inquisitive and curious., • Solid understanding of state and bureau filings, regulatory requirements, and the importance of compliance., • Bachelor's degree or equivalent work experience., • Multiline or multistate underwriting experience preferred but not required. Pay for position will start between $24-$29/hour in Utah and Idaho, $26-$32 in Colorado, and $28-$34/hour in California. An internal candidate should have six months in their current position, acceptable job performance, and must notify their current supervisor that they have applied for the position OUR PEOPLE WCF strives to provide an excellent work experience and cultivate an inclusive environment where anyone who embodies our values will thrive WCF INSURANCE IS AN EQUAL OPPORTUNITY EMPLOYER WCF Insurance provides equal employment opportunity to all qualified applicants and employees regardless of race, color, religion, sex, age, national origin, veteran status, disability that can be reasonably accommodated, or any other basis prohibited by federal, state, or local law. Job Posted by ApplicantPro

• Aston Carter

  

  Accounts Payable Specialist

  14 days ago

  Englewood

  Job Description Emergency medical services company looking for a strong accounts payable specialist to support their team! Great opportunity to work with a company that supports healthcare, and community emergency needs! Apply now! Qualifications: Must have 2+ years of hands-on experience in accounts payable Experience with large batch/ high-volume payment processing Experience with mid-large size ERP software Job Description: We are seeking a highly detail-oriented Accounts Payable/Payment Processing Specialist to join our disbursements team. This role is essential to ensuring the accurate and timely processing of high-volume payments, including checks, ACH, wire transfers, and manual disbursements. You’ll work closely with internal teams and external vendors to maintain smooth and compliant payment operations. Key Responsibilities: • Process daily high-volume payment batches (checks, ACH, wire transfers, manual payments) using Oracle, • Ensure timely execution of payments across multiple business units (trade, utility, aviation), • Upload and verify payment files in Oracle; ensure proper bank transmission, • Track FedEx shipments and voided checks using Smartsheet, • Monitor shared inboxes for general inquiries, urgent manual payments, and high-priority approvals, • Coordinate with vendor team to resolve bounced ACH payments and update vendor records, • Research and prepare manual checks as needed, • Maintain accurate logs and records of all payment activity, • Collaborate with Treasury for visibility and traceability of payments The pay range for this position is $26.00 - $27.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision, • Critical Illness, Accident, and Hospital, • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available, • Life Insurance (Voluntary Life & AD&D for the employee and dependents), • Short and long-term disability, • Health Spending Account (HSA), • Transportation benefits, • Employee Assistance Program, • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Greenwood Village,CO. Application Deadline This position is anticipated to close on Oct 22, 2025. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email for other accommodation options.

• BrightSpring Health Services

  

  Collection Specialist

  1 month ago

  Englewood

  Job Description Overview Amerita, Inc. is a leading provider in Home Infusion therapy. We are looking for a Collection Specialist to join our Revenue Cycle Management (RCM) team as we grow to be one of the top home infusion providers in the country. As a core member of the Collection team, you will be responsible for a broad range of collection processes related to medical account receivable in support of a single or multiple site locations. The Collection Specialist will report to the Collection Manager and work remotely within the USA. Monday-Friday 8:00am-4:30pm • Medical, Dental & Vision Benefits plus, HSA & FSA Savings Accounts, • Supplemental Coverage – Accident, Critical Illness and Hospital Indemnity Insurance, • 401(k) Retirement Plan with Employer Match, • Company paid Life and AD&D Insurance, Short-Term and Long-Term Disability, • Employee Discounts, • Tuition Reimbursement, • Paid Time Off & Holidays Responsibilities As a Collection Specialist, you will... • Ensure daily accomplishments work towards company goals for cash collections and Account Receivable over 90 days., • Understand and adhere to state and federal regulations and company policies regarding compliance, integrity, patient privacy and ethical billing and collection practices., • Research outstanding balances and take necessary collection action to resolve in a timely manner; recommend necessary demographic changes to patient accounts to ensure future collections., • Research assigned correspondence; take necessary action to resolve requested information in a timely manner; establish appropriate follow up., • Resubmit accurate and timely claims in formats including, but not limited to, CMS-1500 and electronic 837., • Utilize the mose efficient resources to secure timely payment of open claims or invoices, giving priority to electronic solutions., • Negotiate payment plans with patients in accordance with company collection policies., • Identify patterns of short-payment or non-payment and bring them to the attention of appropriate supervisory personnel., • Review insurance remittance advices for accuracy. Identify billing errors, short-payments, overpayments and unpaid claims and resolve accordingly, communicating any needed system changes., • Review residual account balances after payments are applied and generate necessary adjustments (within eligible guidelines), overpayment notifications, refund requests and secondary billing., • Interact with third party collection agencies., • Communicate consistently and professionally with other Amerita employees., • Work within specified deadlines and stressful situations., • Work overtime when necessary to meet department goals and objectives. Qualifications • High School Diploma/GED or equivalent required; some college a plus, • A minimum of one (1) year of experience in medical collections with a working knowledge of managed care, commercial insurance, Medicare and Medicaid reimbursement; home infusion experience a plus, • Working knowledge of automated billing systems; experience with CPR+ preferred, • Working knowledge and application of metric measurements, basic accounting practices, ICD-9, CPT and HCPCS coding, • Solid Microsoft Office skills required, including Word, Excel and Outlook, • Ability to type 40 wpm and proficiency with 10-key calculator, • Ability to independently obtain and interpret information, • Strong verbal and written communication skills

• Resolute Industrial, LLC

  

  Senior Financial Analyst

  19 days ago

  Englewood

  Job Description *Must be located in the Denver, Phoenix, or Los Angeles area At Mobile Air & Power Rentals, we provide innovative cooling, heating, dehumidification, and power solutions for our customers nationwide. We rent out a vast array of equipment, including portable air conditioners, chillers, heaters, and generators, helping clients save time and money while enhancing their operations and memorable events. We are immediately hiring a Finance Manager to join our dynamic team. Why Mobile Air? Here are some of the perks & rewards: • Full-time positions, • Competitive pay with quarterly bonus opportunities, • Health, Vision, and Dental Insurance, • Life Insurance, • 401k with company match, • Paid time off (vacation, sick days, holidays), • Career development and advancement potential The Finance Manager provides comprehensive accounting and financial support, requiring a deep understanding of GAAP, CRM, and ERP system functionalities. This position is responsible for ensuring accurate financial reporting, proper revenue recognition, effective internal controls, and driving process improvements. The Finance Manager will interact frequently with both regional and corporate teams, including Accounting (AR/AP/Cost), FP&A, and operations, serving as a financial liaison and resource. The role oversees regional revenues of approximately $20–$25 million. Key Responsibilities: • Serve as a strategic partner to the West Region’s sales and operations teams; offer insights to support business growth and efficiency, • Analyze key financial data and communicate insights to the West Regional Manager and Management Team, • Ensure accurate accounting treatment in alignment with GAAP; identify and implement process improvements, • Support accounting functions including internal controls, revenue recognition, contract compliance, and ERP (Infor) and business intelligence system (Phocas) utilization, • Assist in regional and corporate financial planning, budgeting, forecasting, and special projects in collaboration with the Controller, VP of Finance, Director of FP&A, and CFO, • Lead the preparation and maintenance of the Weekly Flash Report, with an emphasis on forecasting 120-day revenue and EBITDA accuracy, • Take direct ownership of financial aspects related to accounts receivable/payable, payroll, inventory, capital expenditures, and internal controls, • Process and manage capital expenditure requests; maintain the fixed asset ledger and track inventory additions to the rental fleet, • Review branch and regional sales, margins, and EBITDA to identify anomalies and discuss findings with the relevant managers, • Ensure adherence to financial processes, review contracts for proper revenue recognition, • Analyze cost center performance against budget, forecast, and prior year data; work with leadership to meet utilization and pricing objectives, • Provide financial support for pricing decisions and contract negotiations, • Review of customer contracts requiring corporate approval, • Strong ability to prioritize and manage multiple tasks effectively, • High attention to detail with strong organizational skills, • Comfortable working in a fast-paced, dynamic environment, • Proficient in Microsoft Excel (including financial modeling, pivot tables, VLOOKUP), PowerPoint, and ERP/CRM systems, • Capable of working independently and collaboratively within a team, • Self-motivated, with a proactive approach to business activities, • Located in the Denver, Phoenix, or Los Angeles area, • Bachelor’s Degree in Accounting, • 3–4 years of relevant accounting experience, • CPA, MBA, or CPA-eligible preferred, • Willing to travel up to 30% of the time, • Knowledge of inventory management, forecasting, budgeting, internal controls, and capital investment evaluation, • Strong proficiency in Microsoft Office; familiarity with Infor and Phocas preferred, • Excellent written and verbal communication skills, • Comfortable working with stakeholders across all levels of the organization

• AllHealth Network

  

  Full Cycle Billing Specialist

  4 days ago

  Englewood

  Job Description Billing Specialist AllHealth Network is currently looking for a qualified Full Cycle Billing Specialist to join our team of behavioral health service professionals. As a team we strive every day to nurture growth and recovery by caring for each other, our clients, and our future. Job Description: Full Cycle Billing Specialist • Process benefit eligibility, ensuring timely and accurate billing, • Obtain authorization as needed to ensure service is payable, • Monitor and follow-up of accounts receivable to ensure maximum reimbursement, • Identify issues in a timely manner to reduce denials and write offs, • Follow-up on outstanding accounts receivable, • Payment posting of payer and client payments, • Follow-up on payer denials, • Handle phone calls to and from insurance payers, • Receive and respond to phone calls from clients regarding billing questions, • Process client payments as needed., • Obtain client statements and perform audits if needed to verify balances., • Verify and maintain client authorizations, • Verify client eligibility, • Handle clearinghouse claim rejections, • Receive and process correspondence from client or payer, • Special billing as assigned, • Follow all AllHealth Network policies and procedures, • Perform other duties as required within the scope of the position, experience, education, and ability of the employee Qualifications: • AllHealth Network does not employ former or current clients or family members of clients receiving treatment at any AllHealth Network facilities., • Bachelor’s Degree or equivalent combination of education and experience, • Full Cycle reimbursement experience. Minimum of 1 year of related experience., • Minimum of three years of related experience to include use of computers (i.e, Word, Excel, Outlook), • Minimum of 1 years of experience with Electronic Health Record systems and claims clearinghouses Skills/Knowledge: • 10-key adding machine by touch, • Posting and reconciling account ledgers, • Ability to read and interpret explanation of benefits, • Interact with clinical staff and clients to ensure accuracy of client’s accounts, • Communicate effectively both verbally and in writing, • Maintain good working relationships with other employees, clients, other agencies and general public Hourly Rate: $24 - $26 Shift/Location: Full-Time Flexible Hours, must be between 7:00 AM – 6:00 PM Hybrid – Must come into Englewood Office if needed 116 Inverness Dr E, Suite 105, Englewood, CO 80112 Benefits & Perks: First, you would be joining one of Denver’s Top Places to Work! We are honored to receive this amazing award, and we know it is recognition from our engaged staff who believe they are taken care of, listened to, and believe they are part of something bigger. Our facility is approved by the Colorado Health Service Corps (CHSC), and we offer our employees the opportunity to participate in our Loan Repayment Program. Additionally, we provide a comprehensive compensation and benefits package which includes: • Positive, collaborative team culture, • Competitive compensation structure, • Medical Insurance, Dental Insurance, Basic Life and AD&D Insurance, Short- and Long-Term Disability Insurance, Flexible Spending Accounts, • Retirement Savings 401k, company match up to 50% of the first 6% contributed, • Relocation Assistance/Sign-On Bonus, • Please keep in mind that while sign-on bonuses may be advertised, AllHealth Network maintains a policy of not offering these bonuses to current internal employees. We appreciate your understanding and continued commitment to our team, • Excellent Paid Time Off & Paid Holidays Off