150 Results for

Financial Specialist Jobs in Tulsa, OK

Jobs

Tulsa, OK

$70,000–$80,000 / year

div> Loan Specialist

System One has partnered with a local bank that is seeking a detail-oriented and dedicated Loan Specialist to join their team and contribute to their mission of delivering exemplary customer service and support.

Analyze entity documents, title works, deeds, HUD statements, mortgages, and other supporting documentation to confirm the accuracy of lien positions.

9 days ago

Catoosa, OK

$49,000–$56,000 / year

This position works closely with internal teams and vendors to ensure efficient accounts payable workflows and strong financial controls.

The Accounts Payable Specialist is a salaried, on-site role responsible for supporting the organization’s financial operations through the accurate and timely processing of vendor invoices and payments.

9 days ago

$52,727–$82,938 / year

li>If you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability.

FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.

30+ days ago

Tulsa, OK

$74,900–$147,600 / year

Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

30+ days ago

$97,600–$179,900 / year

This role partners across business and technology teams to resolve complex system and process issues, define requirements, support testing and implementation, and deliver scalable solutions across SAP S/4HANA, SWIFT, and related financial applications.

23 days ago

Tulsa, OK

$72,900–$134,400 / year

Deloitte's Controllership function, within its Finance & Administration organization, provides stewardship over the US firms' assets by monitoring business transactions and enforcing accounting policy that results in accurate and reliable financial statements. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

30+ days ago

$113,100–$208,300 / year

Your responsibilities will include:

Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics.
Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).

16 days ago

Tulsa, Oklahoma

Remote

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.

Certifications: Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

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5 days ago

Claremore, OK

$18.15–$19.90 / hour

This position handles the accurate verification and calculation of patient liabilities including previous balances, collection of patient payments, and may require nights, weekends, and holidays, as necessary.

Assists in facilitating daily inhouse call reviews to include all needed parties to validate that patients have a valid payor source with authorization on the account for the current stay.

14 days ago

Broken Arrow, OK

p>• Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies Procedures and Guidelines • Client Management • Causation Analysis • Written Communications. Key responsibilities include triaging client leads making referrals to business partners based on client needs and asset thresholds meeting with clients to review financial and investment goals building a financial plan and recommending brokerage products.

30+ days ago

Tulsa, OK

Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies Procedures and Guidelines • Client Management • Causation Analysis • Written Communications. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I you will typically progress into the next role Financial Solutions Advisor Stage II where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients.

30+ days ago

$97,600–$179,900 / year

The team supports finance-led enhancements from intake through planning and delivery by translating business needs into actionable requirements, coordinating cross-system planning, and maintaining alignment on priorities, releases, and impacts. In this role, you will partner with Finance, technical teams, global process owners, and other stakeholder groups to resolve complex business problems by enhancing system functionality to drive business value and support Finance priorities.

11 days ago

$97,600–$179,900 / year

p>Finance Systems serves as US finance application portfolio subject matter experts, to implement and manage innovative solutions and changes through governance and change management to meet the technology needs of finance and the US member firm.

11 days ago

p>This role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC.

Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.

30+ days ago

Tulsa, OK

li>Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.

Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.

13 days ago

Claremore, OK

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation.

30+ days ago

Tulsa, Oklahoma

li>Use consultative selling techniques to analyze and provide solutions for members' financial needs and to make sales referrals to specialized areas of the credit union based on perceived and unperceived need.

Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.

30+ days ago

Tulsa, Oklahoma

Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.

20 days ago

Tulsa, Oklahoma

Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.

30+ days ago

Tulsa, OK

$99,000–$266,000 / year

As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.

30+ days ago

$77,000–$214,000 / year

p>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.

30+ days ago

Tulsa, OK

Our State Farm agency is seeking a client-focused individual who can confidently consult our existing clients on financial products, retirement planning, college planning, life and disability insurance, and other long-term protection strategies. This role is ideal for someone who enjoys meaningful, needs-based conversations with clients, has strong analytical skills, and can identify the right mix of products to meet our client’s needs.

30+ days ago

Tulsa, OK

$124,000–$335,000 / year

30+ days ago

Broken Arrow, OK

As an Insurance and Financial Services Sales Representative for Richele Jackson State Farm, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.

30+ days ago

Tulsa, OK

p>Position Overview:

We are looking for a high-energy, relentless Print Buyer to oversee the production, vendor management, and execution of both high-volume commercial prints. Today, Xerox is continuing its legacy of innovation to deliver client-centric and digitally-driven technology solutions and meet the needs of today's global, distributed workforce.

30+ days ago

Tulsa, OK

As a Team Member of Mason Hamilton 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.

30+ days ago

Tulsa, OK

Remote

$40,000–$60,000 / year
Full time

i>Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs.

Data Validation: Review and verify EPIC data fields, including policy numbers, commissions, ICO/PPE, and related billing details before processing.

30+ days ago

Broken Arrow, Oklahoma

Able to cross-sell members and potential members on credit union products and services. • Proactively makes outbound sales calls to inform members about a wide variety of.

30+ days ago

Tulsa, OK

p>The Securities Services Operations Specialist I is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations, and reconciliations. This position works closely with account officers within Wealth Management and Operations & Technology, Risk, Compliance, and Audit departments, external depository's, vendors, and brokers to ensure that client accounts are reflected accurately for performance and reporting requirements.

11 days ago

Tulsa, OK

30+ days ago

Tulsa, OK

p>The Securities Services Operations Specialist I (Special Asset Processing team) is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations, and reconciliations. This position works closely with account officers within Wealth Management and Operations & Technology, Risk, Compliance, and Audit departments, external depository's, vendors, and brokers to ensure that client accounts are reflected accurately for performance and reporting requirements.

30+ days ago

Tulsa, OK

p>The Securities Services Operations Specialist II is primarily responsible for all transactional processing supporting Wealth Management accounts on the trust and/or bond accounting system which could include setting up and maintenance of securities, transactional processing, trade execution and settlement, foreign currency exchange, valuations and reconciliations. This position works closely with account officers within Wealth Management and Operations & Technology, Risk, Compliance and Audit departments, external depository's, vendors and brokers to ensure that client accounts are reflected accurately for performance and reporting requirements.

10 days ago

Tulsa, Oklahoma

$18.60–$21 / hour

p>This role will work closely with the Clinic Outreach and Credentialing Administrator with the aim of credentialing of new providers and renewals for existing providers with Governmental insurers – Medicaid & the 3 MCO’s.

Minimum of three (3) years of experience in multi-specialty-provider credentialing encompassing government, and other Medicaid insurance products, with increasing responsibility during that time period, or related experience.

7 days ago

Tulsa, OK

li>

Trace Analysis: Analyze traces to pinpoint the issue, understand what causes it, determine if the failure requires a code fix or can be resolved through configuration and perform the complex configurations(Pre post rules) and check-in in BA master for the Project branches.

Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive-inside and outside of work.

19 days ago

Tulsa, OK

Our mobility platform ONE combines our products SIXT rent (car rental), SIXT share (car sharing), SIXT ride (taxi, ride, and chauffeur services), and SIXT+ (car subscription), giving our customers access to our fleet of 350,000 vehicles, the services of 4,000 cooperation partners, and around 5 million drivers worldwide. Reporting to the Accounts Receivable Supervisor and collaborating closely with our international finance teams, you will help maintain accurate customer accounts, resolve billing issues, and support efficient cash flow operations across the business.

24 days ago

Tulsa, OK

p>The Default Timeline Specialist is responsible for the oversight of delinquent loans eligibility for a breach notice, referrals and oversight with counsel to handle legal matters for a bankruptcy, foreclosure or eviction action to ensure that the investor and/or insurer timelines and guidelines are adhered in conjunction with the appropriate action. By creating streamlined solutions, mitigating risk, and increasing scalability, we support continuous operations and organizational resilience, all while aligning our goals with the business lines we support to ensure the safety of our customers and the bank.

19 days ago

Skiatook, OK

$50,460–$71,315 / year

p>FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.

For more general information, system requirements, reasonable accommodation information, and to request assistance regarding the USA Hire Assessments, review the following resources: https://appsupport.usastaffing.gov/hc/en-us/sections/28980562523540-USA-Hire-Assessments.

30+ days ago

Tulsa, Oklahoma

div>

*All interviews will be conducted via Zoom video conferencing

(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.

12 days ago

Tulsa, OK

As a Loan Servicing Specialist III, you'll be responsible for processing and validation of a diverse range of monetary transactions, maintenance activity, and/or boarding operations related to consumer, commercial and complex loans spanning the footprint of the bank. This level of knowledge is normally acquired through completion of a Associates Degree in Business or related field of study and/or 5-6 years of experience in loan production or equivalent combination of education and experience.

30+ days ago

Tulsa, OK

p>The IRA Specialist is primarily responsible for ensuring all compliance requirements established by the IRS pertaining to IRAs are met; Includes monitoring all IRA products ensuring monetary transactions are valid and coded correctly according to IRS regulations.

This level of knowledge is normally acquired through completion associate degree in Banking or Finance and 1-2 years banking experience relating to IRA Processes, Procedures and Regulations or 3-4 years' experience in banking relating to IRA Processes, Procedures, and Regulations.

30+ days ago

Tulsa, OK

li>Provide assistance to the Coordinator of the Information and Enrollment Center, Director and Assistant Director of Student Services, and the Director and Assistant Director of Adult Career Development with information and enrollment services and administration of information and enrollment processes, as well as services available for current Tulsa Tech students.

Regular Requirements: Stand for extended periods; sit for extended periods; twist at the neck and trunk; bend at the waist; stoop, kneel, crouch; lift/move up to 20 pounds; handle objects and tools with hands; repetitive use of fingers and hands.

26 days ago

Tulsa, OK

p>Job Summary:

The Homeless Prevention Case Management Specialist is responsible for the daily operations of the Emergency Financial Assistance programs operated at the Center of Hope; interviews, accepts, and provides structured and comprehensive case management services focused on homeless prevention; understands the uniqueness of the client's history in order to determine most effective program plans; develops comprehensive program plan/goals and evaluates client's progress by conducting mentoring and counseling sessions with client and/or staff; serves as advocate for client in order to acquire services that will enable them to functionally cope with their environment; ensures constant compliance with funding and reporting requirements.

MINIMUM QUALIFICATIONS REQUIRED:

Education and Experience:

Bachelor's degree from an accredited college or university in Social Work, Behavioral Science, or a related field, AND three years progressively responsible experience providing direct case management social services including accessing clients' needs and developing individual, comprehensive, long-term action plans for recovery utilizing a wide variety of resources OR any equivalent combination of training and experience which provides the required knowledge, skills, and abilities.

30+ days ago

Tulsa, OK

This role combines technical expertise, business process understanding, and strong analytical skills to ensure stability, reliability, and continuous improvement of key trading and risk systems.

The ETRM Specialist is responsible for supporting, enhancing, and optimizing Commodity and Energy Trading & Risk Management applications with a primary focus on RightAngle ETRM system.

30+ days ago

Tulsa, OK

Possession of a medical marijuana license will not excuse you from the testing process or the consequences of testing positive for marijuana per the Family & Children's Services Drug Free Workplace Policy, including possible revocation of a job offer or dismissal from employment. The Front Desk Specialist will be the first point of contact for clients, guests, and employees, providing exceptional service while managing front desk operations efficiently.

30+ days ago

Tulsa, OK

JOB SUMMARY:

The Front Desk Specialist will be the first point of contact for clients, guests, and employees, providing exceptional service while managing front desk operations efficiently.

19 days ago

Tulsa, OK

Ensure accuracy of data submitted to guarantors and state agencies, by reviewing, verifying, and updating client information in electronic health record system, including demographics, financial eligibility, services, diagnoses, and authorizations. Possession of a medical marijuana license will not excuse you from the testing process or the consequences of testing positive for marijuana per the Family & Children's Services Drug Free Workplace Policy, including possible revocation of a job offer or dismissal from employment.

24 days ago

Tulsa, OK

$18.60–$21 / hour

13 days ago

Owasso, OK

Remote

$30,000–$50,000 / year

li>Objective 4: Strengthen external deliverable quality with 90% satisfaction ratings on delivered outputs and 100% compliance on external-facing deliverables. As a vital member, you will manage a portfolio of client accounts part-time, combining customer service, contract fulfillment, and sales relationships while being the primary client contact.

30+ days ago

Tulsa, OK

As permitted by state or local law, AutoZone may consider certain offenses to be relevant to positions responsible for conducting or overseeing financial transactions on behalf of AutoZone, driving company vehicles and/or supervision of minors. As a Hub Specialist, you'll bring your organizational skills and process-driven mindset to support critical hub operations, driving efficiency, fostering teamwork, and maintaining a safe and productive environment.

30+ days ago

Tulsa, OK

p>The Document Review Specialist is responsible for reviewing and processing all legal requests received regarding Trusts, Power of Attorneys, Guardianships, Rep Payee, Bankruptcy and Decedents; and additional research, legal requests, and services requested by corporate counsel.

You will gather data from all internal systems regarding loans, trust, mortgage, DDA, Savings, CD, IRA, Investments/ Securities, ACH, Lockbox and when needed contact various areas of the bank to provide supporting documentation for changes in account styling's, closures and death related issues.

22 days ago

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Financial Specialist Jobs in Tulsa, OK

Loan Specialist System One

AP Specialist System One

Financial Specialist U.S. Department of Justice

Financial Systems Specialist Deloitte Touche Tohmatsu Ltd

Specialist Manager, Firm Financial Systems Deloitte Touche Tohmatsu Ltd

Accounting and Financial Reporting Specialist Deloitte Touche Tohmatsu Ltd

Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu Ltd

Financial Representative - Tulsa, OK Fidelity

Certifications: Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

.

Financial Counselor Ensemble Health Partners

Financial Solutions Advisor - Tulsa Market Bank of America Corp

Financial Solutions Advisor Registration Candidate - Tulsa Market Bank of America Corp

Financial Systems and Stakeholder Governance Manager Deloitte Touche Tohmatsu Ltd

Financial Systems Manager for Israel Member Firm Deloitte Touche Tohmatsu Ltd

Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM Ericsson

VP, Financial Consultant Tulsa, OK The Charles Schwab Corp

Financial Services Representative World Acceptance Corporation

Member Services Specialist - Midtown WeStreet Federal Credit Union

Bilingual Member Service Specialist - Main Branch WeStreet Federal Credit Union

Member Service Specialist, Bilingual Preferred- Main Branch WeStreet Federal Credit Union

Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLP

Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLP

Insurance and Financial Services Position - State Farm Team Member Daniel Parker - State Farm Agent

Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLP

Insurance and Financial Services Position - State Farm Team Member richele jackson - State Farm Agent

Document Specialist - Tulsa OK Xerox Corp

Insurance and Financial Services Position - State Farm Team Member Mason Hamilton - State Farm Agent

Billing Specialist - Shared Services Insurance Office of America

Member Service Specialist, Bilingual Preferred - Broken Arrow Branch WeStreet Federal Credit Union

Securities Services Ops Specialist I (Asset Control) BOK Financial Corp

Securities Services Ops Specialist I BOK Financial Corp

Securities Services Ops Specialist I (Special Asset Processing) BOK Financial Corp

Securities Services Ops Specialist II (Asset Control) BOK Financial Corp

Specialist - Credentialing GS9491 The OSU/A&M System

SME, GPP Product Specialist - Tulsa, OK Onsite Finastra Ltd

Accounts Receivable Specialist Sixt SE

Default Timeline Specialist BOK Financial Corp

Support Services Specialist Department of the Army

Work From Home - Enrollment Specialist Global Elite Empire Consultants

Loan Servicing Specialist III BOK Financial Corp

IRA Specialist BOK Financial Corp

Part-Time Customer Service Specialist Tulsa Technology Center

Homeless Prevention Case Management Specialist - NM (5685) The Salvation Army USA

RightAngle Systems Support Specialist Targa Resources Corp

Front Desk Specialist, Bilingual FAMILY & CHILDRENS SERVICES, INC.

Front Desk Specialist FAMILY & CHILDRENS SERVICES, INC.

Reimbursement Specialist FAMILY & CHILDRENS SERVICES, INC.

Specialist - Credentialing GS9491 Oklahoma State University

Client Success Specialist GFI-Team Ikigai

Hub Specialist AutoZone Inc

Document Review Specialist BOK Financial Corp

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