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Operations Specialist jobs at Altra Federal Credit Union - 621 jobs

  • Investment Operations Specialist

    Ameriprise Financial-Colorado 4.5company rating

    Denver, CO jobs

    Job Description Investment Operations Specialist Ameriprise Financial in Denver, CO Are you looking to take the next step in your financial services career? An Ameriprise Financial practice in Denver, CO is seeking a driven and detail-oriented Investment Operations Specialist to join our team. In this role, you will support the practice through high-level operational work, investment-related responsibilities, and streamlined processes that help our advisors deliver exceptional service. We are looking for someone with strong analytical skills, a commitment to accuracy, and a passion for supporting both client service and investment operations. If you have 2-5 years of industry experience, a bachelor's degree, and the drive to grow professionally, we'd love to speak with you. Key Responsibilities • Meeting Preparation: Prepare client meeting materials, with a focus on asset management, rebalancing, and money movement , and ensure advisors have all necessary information ahead of client meetings. • Investment & Trading Support: Process trades and money movement requests, assist with the quarterly investment- review process, provide updates on alternative positions, and maintain documentation with precision and compliance awareness. • Operational Coordination: Maintain organized workflows, handle follow-up items, and support day-to-day operational needs of the practice. • Documentation Management: Prepare, update, and track essential client and firm documents to support efficient operations. • Analytical Support: Assist with data analysis, asset management reporting, and create investment proposals while identifying process improvements that enhance practice efficiency. • Organizational Leadership: Help uphold structure across systems, processes, and operational workflows. Qualifications • Education: Bachelor's degree required. • Experience: 2-5 years of experience in financial services. • Licensing: Series 7 and Series 66 required; Life & Health preferred. • Licensing Flexibility: Not open to unlicensed candidates at this time. • Skills: - Excellent organizational abilities and attention to detail - Strong analytical mindset - Ability to manage multiple priorities with accuracy - Proactive mindset and ability to manage complete workflows across a team- Clear written and verbal communication skills - Proficiency with office and industry software Compensation & Benefits • Compensation: $70,000 annual salary (exempt). • Bonus Potential: Opportunities for performance-based bonuses. • Benefits Include: - 401(k) with 4% employer match - PTO: Accrues at approximately 0.83 days per month, up to 10 days per year. - Seven Paid holidays Schedule & Work Environment • Location: In-office role with hybrid flexibility on non-client days. • Hours: Monday-Friday, 8:00 AM-5:00 PM. Equal Opportunity Employer We are an equal opportunity employer and welcome applicants from all backgrounds.
    $70k yearly 26d ago
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  • SMA Trade Operations Specialist

    Lord Abbett 4.9company rating

    Jersey City, NJ jobs

    The Role The SMA business within Lord Abbett is growing and we are seeking a unique individual to join as an SMA Trade Operations Specialist. Integrated with Investments, the SMA Operations group is part of the larger Global Investment Platform Integrity team which is essential to ensuring our investment professionals can drive investment performance with accurate and timely access to data. As a member of the SMA Trade Operations team, you will have a unique opportunity to not only support a growing and thriving SMA business but also be empowered to play a key role in developing our future state operating model focused on delivering scale and efficiency. This role supports daily trading, account onboarding, model delivery, reconciliation, and operational oversight for our Separately Managed Account (SMA) platform. The ideal candidate brings strong product knowledge, exceptional attention to detail, and a passion for operational excellence in a fast-paced environment. You will also be tasked to collaborate with our strategic partners to ensure exceptional service delivery. We'll trust you to: Trade Support & Processing • Validate and process daily SMA trades across multiple custodians, sponsors, and platforms. • Monitor order flow and ensure accurate trade execution, settlement, and allocation. • Coordinate with traders to resolve trade discrepancies, breaks, and unmatched items. • Support model delivery workflows, ensuring updates are transmitted correctly to all SMA sponsors. • Review and reconcile trading activity against SEI/APL, sponsor feeds, and internal systems. Account Onboarding & Maintenance • Ensure new SMA accounts are set up accurately in trading systems, including restrictions, tax lot details, cash targets, and strategy assignments. • Validate investment guidelines and ensure coding aligns with client mandates. • Monitor account readiness and resolve missing or incomplete data (e.g., cost basis, cash positions, restrictions). Reconciliation & Exception Management • Perform daily reconciliations of cash, positions, tax lots, and trade activity. • Investigate and resolve reconciliation breaks across custodians, SEI, APL, and internal platforms. • Support daily exception reporting and coordinate resolutions with internal teams and external partners. Client & Sponsor Support • Work directly with SMA sponsors, custodians, and internal business partners to ensure timely and accurate delivery of trade files and account data. • Assist in handling inquiries from advisors, relationship managers, and internal stakeholders. • Support customized SMA requests (e.g., restrictions, DTLH, ESG filters, cash management rules). Operational Oversight & Controls • Ensure operational activities comply with firm policies, industry regulations, and best practices. • Maintain and update procedures, workflows, and control documentation. • Identify opportunities to streamline processes and implement operational improvements. Cross-Functional Collaboration • Partner with Portfolio Management, Trading, Technology, Compliance, and Risk to support SMA strategy execution. • Assist with new sponsor/platform integrations and large-scale operational projects. • Support testing of system enhancements, sponsor feed updates, and platform changes. You'll need to have: • Bachelor's degree (Finance, Economics, Business, or related field preferred). • 2-5 years of experience in operations, trading support, or account administration-preferably at an asset manager, SMA sponsor, or custodian. • Strong understanding of equity and/or fixed income trading workflows. • Experience with SMA platforms or vendor systems. • Strong Excel skills (pivot tables, VLOOKUP/XLOOKUP, data validation). • Excellent analytical, organizational, and problem-solving skills. • Ability to manage multiple priorities under tight deadlines. • Exceptional attention to detail and commitment to data accuracy. Preferred • Experience with OMS/PMS systems. • Knowledge of tax-lot accounting, cost basis management, and restricted account handling. • Series 7/66 or interest in pursuing licenses. • Experience with broker/dealer trade settlement workflows (DTCC/Omgeo). • Familiarity with reconciliation engines or operational workflow tools. Why Lord Abbett? Lord Abbett is a leading global independent, privately held investment management company. We are active managers and invest where we believe we have a repeatable edge and can deliver alpha for our clients. Our vision is to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility. This inspires the three pillars of our culture. Principles-Based - We empower our leaders to create an environment of trust. Performance-Oriented - We inspire our people to embody our values, excellence, responsibility, transparency & collaboration. Purpose-Driven - We instill a passion for always putting our clients' interests first. We have been ranked #1 in Barron's Best Fund Families for 2024 and have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years. Compensation Information: Annual base salary for this role is $85,000 - $110,000. Salary is estimated for this role. Actual pay may be different. Discretionary Bonus: Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including, but not limited to, firm, team, and individual performance. Benefits: Lord Abbett is committed to offering a competitive total rewards package to all eligible employees. Offerings include competitive total compensation, retirement plans, competitive health and well-being plans. To learn more about what we offer, please visit Careers | Lord Abbett Lord Abbett is an equal employment opportunity employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics: race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status, or any other characteristic protected by local, state or federal law. All employment decisions at Lord Abbett are based solely on the applicant's relevant experience, skills and qualifications. Important notice to Search Firms - Please Read Carefully Without prior written agreement, Lord Abbett does not accept unsolicited submissions from employment agencies, search firms, placement services, or any similar provider (“Search Firms”) for employment opportunities. All candidates submitted by Search Firms to any employee or partner at our company without a written Search Firm agreement in place will be deemed the sole property of our company. In such circumstances, no fee, commission, or other compensation will be paid to such Search Firm in the event a candidate is hired by our company. To the extent a Search Firm has a written agreement in place, all introductions are position specific and should be directed to HR or the hiring manager, so we kindly request no unsolicited phone calls or emails.
    $85k-110k yearly Auto-Apply 37d ago
  • Wire Payment Ops Specialist

    Choice Bank 3.5company rating

    Golden Valley, MN jobs

    Full-time Description can be worked out of any Choice location. Purpose (Why does this job exist?) Wire Payment Operations Specialists play a critical role in ensuring the timely and accurate processing of wire transfers for both traditional and BaaS (Banking as a Service) customers. Responsibilities (What will be the day-to-day responsibilities of this position?) Executing Wire Transfers: Facilitating wire transfers timely and accurately while adhering to both regulatory guidelines and internal policies. Verification and Validation: Under dual control, reviewing wire instructions, verifying account details, and ensuring compliance to security protocols. Exception Handling: Investigating and resolving any discrepancies or issues related to wire transactions. Monitoring both the Wire Transfers inbox and the Wire Transfers phone line for wire requests/inquiries from internal and external customers. Collaboration: Coordinating with internal teams, outside financial institutions, BaaS Partners, and customers to facilitate wire transfers and conduct research on past wire transfers as needed. Risk Mitigation: Identifying and mitigating potential risks associated with wire transfers. Assisting with special projects such as reporting, procedure documentation, bank-wide trainings, and vendor collaboration. Requirements Qualifications Preferred: Two years of banking experience. Customer Service: Top notch customer service skills to help exemplify our #PeopleFirst banking approach. Attention to Detail: Precision and accuracy are essential in wire processing. Financial Awareness: Familiarity with banking procedures, AML (Anti-Money Laundering) regulations, and wire transfer protocols. Communication Skills: Effective communication with team members, clients, and external partners. Problem-Solving: Ability to troubleshoot and resolve issues promptly. Time Management: Efficiently managing multiple wire requests within tight deadlines. Culture Alignment Choice is #PeopleFirst, banking second. People don't need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities. In contributing to our culture, Choice team members are guided by our core values. Embrace change and encourage innovation. Know when to ask for help and know when to offer help. Better the places we live. Work hard. Do the right thing. Have a little fun. Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values. Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here. Disclosure This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees. All employment at Choice Financial Group is “at will” employment. This position description does not create an employment contract, implied or otherwise. The base salary for this role is listed below. This pay range is posted to comply with wage transparency laws. The base salary may vary based on skill, ability, knowledge, experience and geographic location. Full time employees are also eligible for a competitive bonus and benefits package. Check out bankwithchoice.com/careers for an outline of current benefit offerings. Salary Description $16.02 - $28.27 / hour
    $16-28.3 hourly 60d+ ago
  • Operations Wire Specialist

    Unity Bank 4.3company rating

    Clinton, NJ jobs

    Responsible for processing incoming and outgoing wire transfer payments for the bank, research and respond to any wire related inquiries received from other banks or financial institutions and follow loss prevention procedures for all incoming and outgoing wires. Education and Experience Minimum of a High School Diploma 3+ years operational experience in banking or financial industry Licenses and Certifications CAMS certification preferred All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload. Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job , unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
    $42k-50k yearly est. 13d ago
  • Operations Wire Specialist

    Unity Bank 4.3company rating

    Clinton, NJ jobs

    Responsible for processing incoming and outgoing wire transfer payments for the bank, research and respond to any wire related inquiries received from other banks or financial institutions and follow loss prevention procedures for all incoming and outgoing wires. Education and Experience * Minimum of a High School Diploma * 3+ years operational experience in banking or financial industry Licenses and Certifications * CAMS certification preferred All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload. Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
    $42k-50k yearly est. 13d ago
  • Deposit Operations Specialist

    Community State Bank 4.3company rating

    Union Grove, WI jobs

    Are you passionate about serving your community and helping your neighbors? Are you talented, creative or hard-working? All of the above? Do you want to work in a fun and rewarding environment? As a member of the CSB team, not only will you experience our supportive work culture, but you will also receive the opportunities, tools and encouragement critical for professional growth. At Community State Bank, we are more than just a bank, we focus on building strong successful partnerships based on respect and trust. Our goal is providing opportunity to our customers, employees, and the communities we serve. We are currently looking for a full time Deposit Operations Specialist. They are cross trained in all duties within the department to provide adequate coverage. Assisting not only customers, but other bank employees is required and must be done with a high level of customer service etiquette. Having the ability to detect suspicious or unusual behavior in transactions is essential for this role. Essential Duties and Responsibilities: Process incoming/outgoing wires Answer internal/external phone calls Review account maintenance paperwork for accuracy Assist department members with duties when needed Decision Non-posts/Overdrafts/Returned Deposit Items Process debit card/ATM disputes Attend to ACH origination needs Process ACH returns/NOCs Assist with Positive Pay procedures Create, maintain, and troubleshoot Business online banking Troubleshoot problems for customers and branches Safe deposit box account maintenance/audits Identify and return Fraudulent items Process levies, subpoenas, and garnishments Respond to account verification requests Attend webinars and trainings that pertain to responsibilities/duties Any other duties assigned Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and accurately. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education: High school diploma or equivalent GED. At least 3-5 years of banking experience or fraud prevention experience is recommended. Responsibility and Decision-Making: Recognize any suspicious behavior and have the ability to make decisions on when to consult higher management on any transactions. Work Environment: Fast paced
    $34k-44k yearly est. Auto-Apply 32d ago
  • Operations Specialist, Nonprofit

    The Store 3.8company rating

    Nashville, TN jobs

    Job Description Job title: Operations Specialist (Nonprofit, free grocery store/food pantry) The Operations Specialist, in partnership with the Operations Manager & Director of Operations, ensures the smooth operations of The Store, from the distribution of food to customers to providing support to volunteers in a manner consistent with The Store's values of dignity and choice. Job Responsibilities/Functions: Vendor Deliveries: Meets vendors delivering food and supplies, and assist in loading supplies into appropriate storage locations (refrigerator, shelves, etc.). Volunteer Training: Work with the volunteer director & Operations Manager to ensure volunteers are oriented to their job and know how to complete assigned tasks. Volunteer Supervision: Oversee volunteers in all aspects of The Store operations during restocking, inventory, and shopping hours, providing assistance and direction when needed. Serve as a point of contact for the volunteer shift leader and other volunteers. Customer Service: Assist customers as needed during shopping to ensure a positive shopping experience. Restocking: Work with volunteers throughout shopping hours to ensure shelves are restocked as needed. Inventory: Take inventory of food and non-food items as necessary to inform future ordering/restocking. Pick-ups: Pick up food orders and donations as needed. Other duties as assigned. Qualifications: Bachelor's degree in a related field (nonprofit management, public health, logistics, etc.) or equivalent experience. Proven experience in nonprofit, food pantry, or food operations. Excellent customer service skills. Relevant training or certification in food safety. Valid driver's license and reliable transportation Reports to: Operations Manager Schedule: Full-time, Tuesday-Saturday, onsite. Physical Requirements: • Ability to lift a minimum of 60 lbs over a prolonged period of time. Benefits: Individual health, dental, and vision are covered by the employer (discount for additional family members) 401k match (up to 5%) Short-term disability Life Insurance Sick and Vacation time is available immediately upon starting
    $52k-85k yearly est. 22d ago
  • Operations Specialist, Nonprofit

    The Store 3.8company rating

    Nashville, TN jobs

    Job title: Operations Specialist (Nonprofit, free grocery store/food pantry) The Operations Specialist, in partnership with the Operations Manager & Director of Operations, ensures the smooth operations of The Store, from the distribution of food to customers to providing support to volunteers in a manner consistent with The Store's values of dignity and choice. Job Responsibilities/Functions: Vendor Deliveries: Meets vendors delivering food and supplies, and assist in loading supplies into appropriate storage locations (refrigerator, shelves, etc.). Volunteer Training: Work with the volunteer director & Operations Manager to ensure volunteers are oriented to their job and know how to complete assigned tasks. Volunteer Supervision: Oversee volunteers in all aspects of The Store operations during restocking, inventory, and shopping hours, providing assistance and direction when needed. Serve as a point of contact for the volunteer shift leader and other volunteers. Customer Service: Assist customers as needed during shopping to ensure a positive shopping experience. Restocking: Work with volunteers throughout shopping hours to ensure shelves are restocked as needed. Inventory: Take inventory of food and non-food items as necessary to inform future ordering/restocking. Pick-ups: Pick up food orders and donations as needed. Other duties as assigned. Qualifications: Bachelor's degree in a related field (nonprofit management, public health, logistics, etc.) or equivalent experience. Proven experience in nonprofit, food pantry, or food operations. Excellent customer service skills. Relevant training or certification in food safety. Valid driver's license and reliable transportation Reports to: Operations Manager Schedule: Full-time, Tuesday-Saturday, onsite. Physical Requirements: • Ability to lift a minimum of 60 lbs over a prolonged period of time. Benefits: Individual health, dental, and vision are covered by the employer (discount for additional family members) 401k match (up to 5%) Short-term disability Life Insurance Sick and Vacation time is available immediately upon starting
    $52k-85k yearly est. 60d+ ago
  • Regional Operations Specialist in Texas

    Western Union Co 4.5company rating

    Austin, TX jobs

    Do you love tinkering with tech, troubleshooting on the fly, and making systems run smoother than a well-oiled machine? Then it's time to join Western Union as a Regional Operations Specialist! Western Union powers your pursuit. As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business software to keeping our Agents operating top-notch, you'll ensure everything runs like clockwork, with a dash of innovation and urgency. Role Responsibilities * As an Operations Specialist, you'll be the go-to guru for our tech needs. * From optimizing business applications, products and services to making sure to protect the business on a day to day. * Tech Operations Master: Keep our business tools (WUPOS, Prepaid, Peripherals etc.) running like a dream, ensuring our sales team stay productive and happy. * Data & System analytics support by observing trends when implementing new tech and products/solutions. * Tech Support Hero: Solve day-to-day technical hiccups, whether it's software woes or hardware failures. * Front-End Fun: Help with basic hardware and system troubleshooting. Role Requirements * Tech-Savvy: You're great with IT systems, cloud solutions, networking, and web hosting. * Software Wizard: You know your way around business tools like Power BI, ARC+, Snowflake, ServiceNow, SPLUNK and you can troubleshoot without breaking a sweat. * Customer service skills: You work well with clients and have great communication skills. * Quick Study: New tech doesn't intimidate you. * You love learning and mastering new tools. * Bilingual in English and Spanish highly preferred. Fluency in English is required. * Bilingual/bi-cultural experience is highly desired. * Travel anticipated approximately 20-30%. * Valid Driver's License and a reliable vehicle are required as this position requires regular travel within a defined territory. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company -transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $65,000 - 80,000 USD per year. Total on target compensation includes a base salary and short-term incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the location-specific benefits below and note that your Recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your United States - specific benefits include: * Medical, Dental, Vision, and Life Insurance * Flexible Time off * Tuition Assistance Program * Parental Leave * 401K Plan For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-SS2
    $65k-80k yearly Auto-Apply 55d ago
  • Financial Operations Specialist

    Euronet Worldwide 4.8company rating

    Spring, TX jobs

    Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist. The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights. Key Responsibilities: Manage daily settlement payments to customers across the United States. Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly. Complete and validate monthly reconciliations, interrogating data to ensure accuracy. Reconcile network cash for multiple networks, investigating variances. Maintain and update the customer bank account database, ensuring data integrity. Set up new settlement deals and payment terms in the accounting system. Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate. Maintain an accurate and up-to-date customer database, resolving any inconsistencies. Collaborate with other departments to resolve issues and drive process improvements. Support the development and implementation of new processes and systems. Assist with ad-hoc analysis and special projects, as needed. Requirements Bachelor's degree in Finance, Accounting, or related field. Minimum 3 years of relevant experience in financial analysis or similar role. Strong proficiency in Microsoft Excel; experience with financial modeling is a plus. Familiarity with accounting principles and financial management. Excellent analytical, quantitative, and problem-solving skills. Effective communication skills, both written and verbal. Ability to work independently and manage multiple priorities in a dynamic environment. Attention to detail and a commitment to accuracy. Benefits 401(k) Plan Health/Dental/Vision Insurance Employee Stock Purchase Plan Company-paid Life Insurance Company-paid disability insurance Tuition Reimbursement Paid Time Off Paid Volunteer Days Paid Holidays Casual Office Attire Plus many more employee perks & incentives! We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $69k-95k yearly est. Auto-Apply 60d+ ago
  • Financial Operations Specialist

    Euronet Worldwide, Inc. 4.8company rating

    Spring, TX jobs

    Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist. The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights. Key Responsibilities: * Manage daily settlement payments to customers across the United States. * Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly. * Complete and validate monthly reconciliations, interrogating data to ensure accuracy. * Reconcile network cash for multiple networks, investigating variances. * Maintain and update the customer bank account database, ensuring data integrity. * Set up new settlement deals and payment terms in the accounting system. * Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate. * Maintain an accurate and up-to-date customer database, resolving any inconsistencies. * Collaborate with other departments to resolve issues and drive process improvements. * Support the development and implementation of new processes and systems. * Assist with ad-hoc analysis and special projects, as needed.
    $69k-95k yearly est. 60d+ ago
  • Financial Operations Specialist

    Euronet Worldwide, Inc. 4.8company rating

    Spring, TX jobs

    Job Description Euronet Worldwide, Inc. is a leading electronic payments processor with a global footprint. Our operations encompass various services that facilitate financial transactions for consumers and businesses. We are currently hiring a Finance Operations Specialist. The Finance Operations Specialist plays a key role in supporting the wider Finance Operations team in delivering timely and reliable payments to external customers, maintaining rigorous control over scheme settlements, and reconciling network cash for multiple networks across the US and LATAM markets. This position is vital to the smooth running of the department and contributes directly to the financial health and operational success of the business. The ideal candidate will exhibit strong analytical skills, attention to detail, and a desire to contribute in a collaborative work environment. You will have the opportunity to work closely with various departments to monitor performance and provide actionable insights. Key Responsibilities: Manage daily settlement payments to customers across the United States. Perform daily transaction and payment reconciliations, investigating and resolving discrepancies promptly. Complete and validate monthly reconciliations, interrogating data to ensure accuracy. Reconcile network cash for multiple networks, investigating variances. Maintain and update the customer bank account database, ensuring data integrity. Set up new settlement deals and payment terms in the accounting system. Ensure strict adherence to internal controls and procedures related to customer payments, recommending improvements where appropriate. Maintain an accurate and up-to-date customer database, resolving any inconsistencies. Collaborate with other departments to resolve issues and drive process improvements. Support the development and implementation of new processes and systems. Assist with ad-hoc analysis and special projects, as needed. Requirements Bachelor's degree in Finance, Accounting, or related field. Minimum 3 years of relevant experience in financial analysis or similar role. Strong proficiency in Microsoft Excel; experience with financial modeling is a plus. Familiarity with accounting principles and financial management. Excellent analytical, quantitative, and problem-solving skills. Effective communication skills, both written and verbal. Ability to work independently and manage multiple priorities in a dynamic environment. Attention to detail and a commitment to accuracy. Benefits 401(k) Plan Health/Dental/Vision Insurance Employee Stock Purchase Plan Company-paid Life Insurance Company-paid disability insurance Tuition Reimbursement Paid Time Off Paid Volunteer Days Paid Holidays Casual Office Attire Plus many more employee perks & incentives! We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $69k-95k yearly est. 10d ago
  • Loan Resolution Operations Specialist I

    Pennymac 4.7company rating

    Fort Worth, TX jobs

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Loan Resolution Specialist will process liquidation workout solutions with defaulted borrowers in an effort to avoid the completion of foreclosure and to mitigate loss to the borrower and the company. As the Specialist, you will ensure activities are in compliance with federal, state and local regulations as well as in accord with PNMAC policies and procedures. The Loan Resolution Specialist will: Review and process new application requests through multiple intake channels Perform 2nd level audits of submitted documentation for incomplete/complete applications Complete research on prior workout reviews to ensure the loan is eligible for Short Sale/ Deed in Lieu Correspond with internal departments as well as customers via email Analyze financial statements, loan documentation and other relevant data submitted to determine the accurate workout solution Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring High School Diploma / GED 1+ years of relevant work experience Experience with first and second mortgage liens and short sale/ liquidation preferred Must be highly proficient in Excel and Word Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $40,000 - $60,000 Work Model OFFICE
    $40k-60k yearly Auto-Apply 3d ago
  • Collateral Operations Specialist

    Firstbank 4.6company rating

    Franklin, TN jobs

    Description Summary: The collateral operations specialist is responsible for preparing the applicable consumer and commercial loan release documents. Essential Duties and Responsibilities: Completes consumer and commercial loan releases by utilizing the closed loan report and assists with expedite payoff releases. requests from branches. This includes drafting lien release documents, obtaining appropriate signatures, and providing documentation for customers and dealers paying off loans. Works service events and answers routine internal and external inquiries related to the status of paid off loans, lien releases, duplicate release documentation, title work, and more. Maintains regular and reliable attendance, punctuality, and personal appearance. Adheres to all company policies and procedures, as well as all applicable banking rules, regulations, and laws (including BSA/AML). Perform any other related duties as required or assigned. Scan loan and supporting documentation into the imaging system in a timely manner. Perform QA inspection to ensure that the images are clear and complete and properly indexed. Maintain physical custody of specified loan documentation through the payoff of the loan and through the retention period. Build the files that will be maintained. Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity Qualifications Education and/or Experience High School diploma or equivalent Proficient in Microsoft Office Suite, Outlook and other similar applications Past history in banking or similar field is preferred but not required Skills and Abilities Ability to work efficiently as a member of a team or alone Demonstrated working knowledge of loan documentation and document retention Demonstrated commitment to accuracy and attention to detail. Good organizational skills Demonstrated written and verbal communication skills Strong attention to detail with ability to multi-task Ability to provide a positive experience for customers and act in a professional manner FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.
    $28k-37k yearly est. Auto-Apply 18d ago
  • Warehouse Lending Operations Specialist

    First Bancorp 4.6company rating

    Plano, TX jobs

    The Warehouse Operations Specialist will handle day-to-day oversight of the Warehouse Operations team as well as process flow and quality control of the Warehouse Lending department. This person is responsible for service levels, warehouse lending software, GL balancing and oversight for the overall success of the department. This individual will work closely with other members of warehouse operations management. Essential Duties - Responsibilities. Other duties may be assigned. Serves as the primary contact for internal and external clients Negotiates client lines of credit with the credit administration team Handles credit transactions, creating proposal letters, commitment letters, etc. Facilitates projects within the Warehouse Lending group. Sets project timelines and keeps teams on task to complete milestones according to schedule Responsible for accurately and efficiently managing in the daily activities of the Warehouse Lending department. Including but not limited to onboarding new clients, operating in daily fundings, oversight of collateral shipments - releasing and settling wires Oversees the software management and report procurement internally and externally Handles oversight, training, reporting and user activity of Warehouse Lending Software Ensures adherence to the Bank's Quality and Risk Controls Responsible for daily warehouse account reconciliations and GL balancing Provides guidance and assistance in day-to-day responsibilities for funding, loan validation, limit processing and settlement activities to employees with less WHL experience Recommends new best practices to Warehouse Lending Operations Manager and implements approved changes throughout the business unit Accountable for accurate and timely processing of wire transfers, track cash balances, perform account reconciliations, and wire transfer research Adheres to departmental policy and procedures while ensuring others in the department do the same Fosters environment that meets or exceeds both internal and external service levels Cross functionally works with both Credit and Sales groups to ensure facilities are within compliance and are performing as expected. Report any discrepancies Provides oversight of daily tracking and reconciliation of haircut needs of all facilities and operating funds of other WHL employees Competencies: Demonstrated ability to work in a fast paced, high-volume environment Display critical thinking and conflict resolution skills Strong oral and written communications a must. Ability to clearly communicate both verbally and written in a courteous and professional manner Ability to deal effectively and tactfully with all types of relationships including conflict resolution Candidate is knowledgeable about Internal Controls, process and procedural reviews
    $30k-38k yearly est. 3d ago
  • Warehouse Lending Operations Specialist

    First Bank 4.6company rating

    Plano, TX jobs

    The Warehouse Operations Specialist will handle day-to-day oversight of the Warehouse Operations team as well as process flow and quality control of the Warehouse Lending department. This person is responsible for service levels, warehouse lending software, GL balancing and oversight for the overall success of the department. This individual will work closely with other members of warehouse operations management. Essential Duties - Responsibilities. Other duties may be assigned. * Serves as the primary contact for internal and external clients * Negotiates client lines of credit with the credit administration team * Handles credit transactions, creating proposal letters, commitment letters, etc. * Facilitates projects within the Warehouse Lending group. Sets project timelines and keeps teams on task to complete milestones according to schedule * Responsible for accurately and efficiently managing in the daily activities of the Warehouse Lending department. Including but not limited to onboarding new clients, operating in daily fundings, oversight of collateral shipments - releasing and settling wires * Oversees the software management and report procurement internally and externally * Handles oversight, training, reporting and user activity of Warehouse Lending Software * Ensures adherence to the Bank's Quality and Risk Controls * Responsible for daily warehouse account reconciliations and GL balancing * Provides guidance and assistance in day-to-day responsibilities for funding, loan validation, limit processing and settlement activities to employees with less WHL experience * Recommends new best practices to Warehouse Lending Operations Manager and implements approved changes throughout the business unit * Accountable for accurate and timely processing of wire transfers, track cash balances, perform account reconciliations, and wire transfer research * Adheres to departmental policy and procedures while ensuring others in the department do the same * Fosters environment that meets or exceeds both internal and external service levels * Cross functionally works with both Credit and Sales groups to ensure facilities are within compliance and are performing as expected. Report any discrepancies * Provides oversight of daily tracking and reconciliation of haircut needs of all facilities and operating funds of other WHL employees Competencies: * Demonstrated ability to work in a fast paced, high-volume environment * Display critical thinking and conflict resolution skills * Strong oral and written communications a must. * Ability to clearly communicate both verbally and written in a courteous and professional manner * Ability to deal effectively and tactfully with all types of relationships including conflict resolution * Candidate is knowledgeable about Internal Controls, process and procedural reviews Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. At First Bank, we embrace a hybrid work environment which allows employees to work at least three full days in the office with more or all in-office days expected of our client facing teams and the groups that support them in the business. The hybrid option for this role will become available once the candidate has demonstrated proficiency in the role. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay: $88,000 - 107,500
    $30k-38k yearly est. 3d ago
  • Commercial Credit Operations Specialist

    Dacotah Banks 3.6company rating

    Minneapolis, MN jobs

    The Commercial Credit Operations Specialist supports the commercial lending function by preparing documents, onboarding, and imaging commercial loan documents. They will perform tasks related to collateral on commercial loans and are responsible for various reporting functions and administrative tasks to support the Credit Operations Department. Essential Functions * Accurate and timely preparation of commercial loan documents along with review functions to ensure compliance with regulatory requirements and bank policies. * Onboarding and servicing functions related to commercial loans on the bank's core system. This includes maintenance functions, processing payments, reviewing various notices and reports, and checking back the prior day's work. Will also work with charge-off and non-accrual loans. * Responsible for storing documents and configuring commercial loans in the document imaging system. * Works with various aspects of collateral to ensure collateral is perfected and lien position is maintained. This includes filings and searches at state and county levels. Will also perform tracking functions to ensure current insurance coverage and paid real estate taxes. Other Functions * Assists with creation and maintenance of procedural documents related to job functions * Performs administrative functions as needed and other duties as assigned. Education & Experience * Experience with complex, high-dollar loans and attorney prepared loan documents. * Knowledge of sub-limits, letter of credits, and understanding of loan agreements. * Self-motivated, detail-oriented and have excellent organizational, communication, and customer service skills. * Must view oneself as part of an overall team which includes supporting others within the department. * Must work well with deadlines, be able to multitask, and work independently. * Must have a high regard for details, be able to detect errors and follow through on corrections. * Must be willing and able to adapt to change, have a general understanding of the lending function, and possess general knowledge of computer software applications including the bank's loan platforms. We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including: * Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Health Savings Account * Life Insurance for the employee and family * Paid Vacation and Sick Time * Retirement Plan Options * Additional Perks and Benefits
    $34k-39k yearly est. 60d+ ago
  • Advisor Support & Sales Operations Specialist

    First Command Financial Services 4.7company rating

    Fort Worth, TX jobs

    How will this role impact First Command? First Command was founded in 1958 by a retired military officer who was passionate about helping service members and their families strengthen their financial security. The company is seeking a leader who shares this passion for our mission. This role involves building and maintaining relationships with our field-force, providing product knowledge and support on all our products, and supporting the achievement of sales targets. The Internal Sales Support Specialist works closely with our product and solution leads to track results, follow-up and find opportunities and drive education and production results. What will the employee do in this role? Plan and execute three (3) proactive calls, one-on-one's, virtual trainings each day. Enter all activities and cases in Salesforce- the same week they are executed. Partner with the DSC on a Division Sales Plan using data to accelerate advisor penetration, drive the planning process, and grow sales in protection, investments, and banking. Lead with the First Command holistic planning process and position solutions in the context of that process and client needs. Act as an “ambassador” in the home office and with the field for the First Command vision, the holistic planning process, and the Integrated Sales structure and operating model. Build trust and deep partnerships with District Advisors and advisors. Build trust and a productive working relationship with your Division Sales Consultant. Collaborate with the DSCs to deliver a systematic follow-up process for all training workshops, district events and sales meetings etc. Create Salesforce campaigns that align with each of these events. Partner closely with the Solution-Leads, Product Management, and the Division Sales Consultant to deliver sales strategies to the DAOs, District Advisors and advisors. Partner closely with the Solution-Leads and the Internal Specialists to leverage opportunity lists of clients, and advisors for in-field sales initiatives. Partner with the DSCs to leverage the thought leadership and wholesaling horsepower of partner firms to drive sales in the region. Partner with the DSCs on content for division education workshops and own the follow-up for these events. Partner with the DSCs on content for District Client events and own the follow-up for these events. Stay current on industry trends, new product development, and industry best practices. Source learning and accreditation opportunities that will help expand your subject matter expertise and your sales skills. Always represent First Command in the highest possible manner and ensure all sales activities comply with industry regulations and company policies. What skills & qualifications do you need? Should have strong interpersonal and relationship-building skills. They must be able to establish rapport with financial advisors and clients to effectively promote products and services. A deep understanding of products, funds, or financial services offered by the First Command is crucial. This includes staying updated on product features, benefits, and market trends. Effective communication is essential for explaining complex financial products in a clear and concise manner. This includes both written and verbal communication skills. Being able to identify and address client needs, objections, or concerns is a valuable skill in this role. Analyzing sales data and performance metrics is important for refining sales strategies and identifying areas for improvement. Education Bachelor's degree in business or finance preferred (EX07 & EX08) and required (EX09) Work Experience EX07 - 1+ years' experience EX08 - 5+ years' experience EX09 - 10+ years' experience Experience analyzing and reporting on product performance, user feedback, market trends, and competitive analysis. Experience within the financial services industry is particularly advantageous. Roles such as financial advisor, financial consultant, or junior analyst can provide a strong foundation in understanding investment products and financial markets. Proficiency in ACE/Sales Support and other emerging technology. Strong professionalism and ethical foundation. Certifications Series 6, 63, 65, and Life and Heath (EX07-EX09) Required Knowledge, Skills and Abilities Any experience that provides in-depth knowledge of the specific investment products or financial services offered by the hiring organization is a significant advantage. Experience in roles that require strong customer service and interpersonal skills is beneficial. Customer service representatives, client relationship managers, or similar positions can help develop the necessary client-facing skills. Experience working in cross-functional teams or roles that require collaboration. Prior experience in sales is highly valuable. #LI-NC1 #LI-Hybrid
    $71k-107k yearly est. 60d+ ago
  • Business Insights Specialist (US)

    TD Bank 4.5company rating

    Mount Laurel, NJ jobs

    Hours: 40 Pay Details: $92,220 - $149,310 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Analytics, Insights, & Artificial Intelligence : The Business Insights Specialist is responsible for conducting analyses on curated and/or aggregated DataMart's in conjunction with deep business subject matter expertise, to generate relevant analytical insights for business issues and identify opportunities to drive business growth and value. This role works in partnership with business leaders to present or generate appropriate insights including the delivery of supporting collateral and/or presentations. Job Description Depth & Scope: * Works autonomously and accountable for acting as a lead within a specialized business management function and may provide work direction to others * Provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members * Scope of role may have enterprise impact * Focuses on short to medium - term issues (e.g. 6-12 months) * Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise * Oversees and/or independently performs tasks from end-to-end * May interact with any hierarchy level up to executive leaders and external vendors Education & Experience: * Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate's degree preferred with either progressive project work experience, or; * 5+ year of relevant experience; higher degree education and research tenure can be counted Preferred Skills: * Experience with PowerBI or Tableau * Data Analytics & Technology Skills * Ability to prioritize and work in a fast-paced environment * Relevant Audit experience is a plus, but not required Customer Accountabilities: * Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs * Presents and communicates generated insights and recommended business actions to stakeholders/business leaders in an easily digestible manner, leveraging tools/techniques/methods to produce a variety of visualizations/presentations that fit the audience * Acts as the primary interface with business to bridge and translate business requirements to analytics and reporting needs for a given domain/business * Applies collaborative and strong stakeholder management approach to constructively influence and persuade stakeholders and partners where appropriate * Serves as an authority on a given business domain and provides business expertise to place context around analytics discovery and inform recommendations * Escalates data/process related problems and communicates to relevant teams in a timely manner and makes recommendations for resolution * Provides day-to-day support and delivery of analytics Shareholder Accountabilities: * Represents functional area as a business insights & analytics specialized expert * Synthesizes complex and vast amount of information and translates into actionable insights and strategy * Builds business requirements and facilitates project execution to develop insights * Collaborates with partners on business challenges and delivers fact-based analytical advice that aligns to strategy and drives shareholder value * Identifies opportunities for business growth within a specific business or function by identifying potential use cases and value drivers * Utilizes both quantitative and qualitative methodologies to interpret and present data effectively and clearly * Works directly with the business teams to gather the demand for analytics and work with the analytics hub to fulfill the analytics demand * Provides business explanation for anomalies/outliers identified during analysis * Works with business functions and analytics teams to transition business requirements to analytics requirements * Trains business users on how to integrate analytics into decisions * Leverages knowledge of data capabilities to build and deliver insights * Develops analysis to corroborate initial proof of concept * Executes on data requests accurately and within a timely manner * Identifies and investigates data/analytics related issues * Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) * Leads/facilitates and/or implements action/remediation plans to address performance/risk/governance issues * Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements * Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts * Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Employee/Team Accountabilities: * Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest * Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit * Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques * Participates in personal performance management and development activities, including cross training within own team * Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities * Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices * Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships * Contributes to a fair, positive and equitable environment that supports a diverse workforce * Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally * Contribute to data deliverables including Internal, Senior Management, and Audit Committee Reporting * Apply automation and innovation on data platforms to support business function * Design and implement complex business data information management frameworks to provide a solution that meets business requirements * Understand business data and provide analysis and requirements to ensure the data design / development initiatives are in line with the planned design and standards * Conduct meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices. * Implement continuous process / performance improvements where opportunities exist. #LI-AMCBCorporate #IN-AMCBCorporate Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
    $92.2k-149.3k yearly Auto-Apply 18d ago
  • Internal Audit - Business Management Specialist

    TD Bank 4.5company rating

    Mount Laurel, NJ jobs

    Mount Laurel, New Jersey, United States of America **Hours:** 40 **Pay Details:** $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Business Management, Strategy & Support **Job Description:** The Control Remediation Quality Assurance Business Management Specialist will have appropriate Audit or Risk and Controls subject matter expertise to assist each Remediation owner through the end-to-end Remediation lifecycle. This role is an integral part of the Review & Challenge tollgate panels at both the workstream and full concern level, ensuring effective remediation, leading to successful Internal Audit validation. This role engages with stakeholders to provide ongoing support as well as receive feedback on R&C coordinator team efforts to identify opportunities to enhance the end-to-end remediation program. **Depth & Scope:** + Works autonomously and accountable for acting as a lead within a specialized business management function and may provide work direction to others + Provides seasoned specialized knowledge, advice and/or guidance to various stakeholders and team members + Scopes of role may have enterprise impact + Focuses on short to medium - term issues (e.g. 6-12 months) + Undertakes and completes a variety of complex projects and initiatives requiring specialist knowledge and/or the integration of cross functional processes within own area of expertise + Oversees and/or independently performs tasks from end to end **Education & Experience:** + Undergraduate degree + 7+ years relevant experience **Preferred Qualifications:** + 7+ years of Audit/Risk and Controls experience is preferred + Subject matter expertise within the banking industry + Highly organized, with demonstrated ability to develop, analyze, improve and apply complex policies, processes and procedures + Solid understanding of Regulatory environment and its role in the banking industry + Effective negotiation and influencing skills + Advanced communication and presentation skills + Works independently as an individual contributor to provide end-to-end support for remediation; including feedback on control of environment + Works with all lines of defense on remediation efforts **Customer Accountabilities:** + Contributes to the strategic direction of the business management function and play a key role in the development and implementation of strategies in support of the overall business strategy + Plans, leads / manages and/or oversees a diverse set of work activities requiring alignment across multiple areas + Leads / manages the integrated implementation of policies / processes / procedures / changes in across multiple functional areas + Provides direction and/or input to complex, wide ranging enterprise or cross-function / business projects/initiatives as a subject matter expert and where necessary participates in identifying, designing and testing solutions and supporting the implementation + Facilitates key discussions and provides thought leadership to executive audience (output is roadmap and/or strategic plan/ deliverables/frameworks/ short to long term goals etc.) + Leads partner to management / leadership and respective teams for area of specialization with industry, external and internal, enterprise and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management + Works effectively with multiple teams across a broad spectrum of initiatives and functional domains, influencing others as needed **Shareholder Accountabilities:** + Adheres to enterprise frameworks and methodologies that relate to business management activities for own area + Actively manages relationships with corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements + Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts to the Bank + Assesses / identifies key issues and escalate to appropriate levels and relevant stakeholders where required + Maintains a culture of risk management and control, supported by effective processes and sound infrastructure an in alignment with risk appetite + Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of assets). + Participates in cross-functional / enterprise initiatives as a subject matter expert helping to identify risk / provide guidance for complex situations + Leads relevant governance meetings or committees and related deliverables / outcomes + Leads / facilitates and/or implements action/remediation plans to address performance/risk/governance issues **Employee/Team Accountabilities:** + Provides thought leadership and/or industry knowledge for own area of expertise + Supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest + Identifies and recommends opportunities to enhance productivity, effectiveness and operational efficiency + Works effectively as a team, supporting other members of the team in achieving business objectives and providing client services + Participates in knowledge transfer within the team and business units **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    $86.8k-139.4k yearly 60d+ ago

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