Operations Team Leader jobs at American Express - 2460 jobs

A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We are hiring an Auto Non Injury Express and an Auto Non Injury Core - Manager, Claims Operations. As a dedicated Manager, Claims Operations, you will lead and be accountable for auto, and other claims operations member service employees who are responsible for serving our members, and providing appropriate solutions as they investigate, evaluate and negotiate the claim. Develop engaged employees through regular coaching and feedback to deliver business results. Complete process improvements, provide feedback on the process and lead organizational process changes. Drive execution of operational risk management, regulatory compliance training, policies and, procedures. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based in the following location: Colorado Springs, CO. Relocation assistance is not available for this position. What you'll do: Inspect and review quality of claim files and provide feedback to employees as appropriate. Responsible for ongoing coaching and driving awareness so employees understand how their work and contributions support the overall claims and Enterprise strategies. Proactively identify opportunities to improve operational effectiveness, member experiences and processes providing feedback to internal partners Build conditions for success removes obstacles, leads and champions change. Achieve optimal productivity through leading workload volumes, staffing, training needs, and identifying and implementing appropriate solutions. Responsible for ongoing monitoring of work to ensure consistent execution of processes and adherence to guidelines and frameworks. Handle escalations and make appropriate decisions based on the policy. Facilitate and guide employees through skill identification and developing for career progression. Support projects by serving as a subject matter expert. Hire, develop, and coach claims employees for results delivery. Consistently coach employees on claims handling and find opportunities to improve overall process and engagement Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of progressive customer service, operational, military or leadership experience to include a minimum of 2 years of claims handling experience required with demonstrated proficiency. 2 years of direct team lead, supervisory or management experience. Experience using and interpreting data to make decisions. Demonstrated leadership, initiative, customer service and/or claims handling skills. Acquisition and maintenance of applicable insurance adjuster license within 6 months time in role. What sets you apart: Current experience as a Claims Manager or Supervisor 2+ years handling Complex Non-Injury Auto coverage and liability decisioning 2+ years physical damage and/or auto injury claims experience Strong experience coaching and developing claims adjusters to meet organizational and development / career path goals US military experience through military service or a military spouse/domestic partner. Compensation range: The salary range for this position is: $103,450- $197,730. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

A leading advocacy organization in the crypto sector based in Washington is seeking an Associate Director of Government Affairs. The candidate will support the development of legislative and regulatory priorities, engage with Congress and regulatory agencies, and build stakeholder relationships. Requirements include 5-10 years of experience in government or public policy, excellent communication skills, and a passion for crypto/Web3. This role offers a hybrid work schedule and comprehensive benefits including vacation and medical coverage. #J-18808-Ljbffr

A leading financial institution seeks a Relationship Manager in San Francisco, CA. The successful candidate will have extensive experience in relationship management, sales performance, and a strong client network to drive business growth. You will be responsible for developing new business, managing key client relationships, and ensuring high levels of client satisfaction. A Bachelor's degree in business-related fields is required, alongside significant banking experience. This role offers a competitive salary and a comprehensive benefits package. #J-18808-Ljbffr

Regular Your opportunity In addition to a base salary, this role is also eligible for bonus or incentive opportunities. At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Workplace Services (WS) is a growing enterprise at Charles Schwab. The Workplace Branch supports the WS enterprise in unlocking growth across their three primary business lines: Retirement Plan Services, Stock Plan Services, and Designated Brokerage Services. The Participant Education Delivery team is experienced at delivering financial education to groups and individuals, having mastered the art of engaging audiences, whether in-person or virtual, with an emphasis on inspiring positive action. The team drives top-line growth by helping participants engage with their workplace benefits while bridging them to solutions across Schwab in our "Seeing through clients' eyes approach". What you are good at: As a seasoned professional in the Financial Services industry, your leadership experience is built on a foundation of coaching and development, with an emphasis on accountability for driving results. Fostering a culture of growth - Leading by example, you're a growth-oriented leader with a focus on personal/professional development, championing new ideas for yourself and your team. Building collaborative relationships - You naturally build and foster relationships with other department leaders, your team, and internal business partners. Internal partners include WFS Client Service teams, Marketing, Workplace Retail Extension (and other Workplace and Centralized Solutions teams) and the Branch Network. Developing others - We are seeking an individual with strong financial services experience (Retirement/Financial planning, ERISA regulations & workplace benefit offerings and an understanding of Schwab's retail offer) to develop, coach, and lead a team of investment professionals who are the face of Schwab to our corporate clients and their employees. Managing change - The Senior Team Manager will actively seek opportunities to evolve our service model for greater business impact, while developing strategies and communicating expectations to drive necessary change. What you have We place a premium on leaders with a coaching and growth-oriented mindset that are able to drive strong results. Essential skills/experiences include: Demonstrated success leading client facing teams in Qualified Retirement Plans, Financial Services, or similar. Experience with remote teams preferred Superior coaching mentality with emphasis on mentoring, training, and performance management Strong strategic communication skills, able to influence partners and stakeholders Proven relationship building skills - ability to develop internal and external partnerships and successfully collaborate on projects Strong organization and time management skills with proven ability to prioritize High achievement orientation, measures success through quantitative and qualitative results Bachelor's degree required; Master's Degree (or equivalent business experience) preferred Active and valid FINRA Series 7, 66 and 9/10 (May consider 120-day COE for 9/10) 10+ years Financial Services industry experience; ideally with 6+ years specific Retirement Plan Preferred Requirements: CFP or other industry designations highly desired What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

A leading insurance brokerage firm is seeking a Commercial Lines Broker/Sr. Broker in Boston, MA. This full-time, hybrid role involves managing complex placements and mentoring staff. Candidates should have a minimum of 7 years of experience in insurance and excellent negotiation and leadership skills. A Bachelor's degree is preferred. The company offers a salary range of $75,000 to $150,000 based on experience and qualifications. #J-18808-Ljbffr

You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Now Hiring: Mission Critical OFCI/Commissioning Lead Schedule: 5/10's + 8 hours on Saturdays Start Date: As soon as a qualified candidate is identified Project Type: Mission Critical Data Center If you excel at coordinating complex equipment deliveries, managing vendor relationships, and ensuring commissioning activities stay on schedule, this role offers the chance to support high-visibility data center projects. What You'll Do: You'll serve as the central point of coordination for OFCI equipment from delivery through installation and commissioning. Your work helps keep testing phases (L2-L5) on track and ensures all vendors, subcontractors, and site teams are aligned. Key responsibilities include: OFCI & Commissioning Coordination Manage the OFCI log, including equipment deliveries and push/pull ticket requests. Request deliveries from offsite storage and integrators; resolve delivery conflicts and delays. Use the Star Tool to request vendor resources for L2-L5 testing. Vendor & Subcontractor Collaboration Build and maintain a Smartsheet contact list for OFCI vendors and subcontractors. Coordinate equipment deliveries with site superintendents to align with project schedules. Drive communication between subcontractors and OFCI vendors to resolve installation concerns. Inspection & Documentation Management Oversee QC/Cx inspection documentation and ensure completion one week before H2C. Manage Procore documentation, including equipment testing reviews and inspection tracking. Validate that received OFCI equipment matches approved engineering submittals. Project Tracking & Reporting Maintain a delay log for delivery impacts, vendor responsiveness, and schedule issues; escalate as needed. Track repairs and damages (including part reallocations and trade-related equipment damage). Manage the generator fuel log and coordinate readiness notifications. Track MCM dates in Smartsheet. Meetings & Cross-Team Coordination You'll lead or participate in several recurring project meetings, including: Weekly OFCI Vendor Call: Delivery tracking, trades alignment, replacement coordination, schedule impacts, push/pull tickets. Weekly meetings with site superintendents and electrical contractors: Installation alignment, concern resolution, and schedule coordination. Weekly L2/L3 meetings: Drive observation resolutions, ensure documentation compliance, and update schedule needs. Daily L4/L5 commissioning meetings: Support resolutions and ensure vendor/subcontractor resources are available. Additional: Daily coordination, weekly client meetings, weekly OAC, and weekly MCM meetings. If you're highly organized, thrive in fast-paced construction environments, and enjoy being at the center of project coordination on mission critical builds, this role offers a strong opportunity to contribute to impactful data center projects.

A leading financial services company located in Menlo Park is seeking a Director of Sales Development. In this hybrid role, you will build and inspire a high-performance SDR team while implementing innovative prospecting strategies. The ideal candidate brings 3+ years of experience in B2B SaaS sales development and a proven ability to coach top-performing sales professionals. This position offers comprehensive benefits and flexible working arrangements. #J-18808-Ljbffr

A leading corporate tax services firm is seeking an Entrepreneurial Market Leader to launch and expand its New England practice. The ideal candidate will have over 15 years of tax experience and a strong business development background. This role involves building a local tax practice, driving client engagement, and ensuring operational excellence. The candidate must possess exceptional leadership and communication skills alongside extensive knowledge of corporate tax issues. #J-18808-Ljbffr

A prestigious financial institution is seeking a Managing Director for Life Sciences Coverage in the West Coast Region. This role involves leading a team of bankers to foster profitable banking relationships and ensuring team success in a dynamic environment. Applicants need at least ten years in account relationship management, along with strong sales management abilities and communication skills. The position requires some travel and comes with a comprehensive benefits package, affirming the organization's commitment to diversity and inclusivity. #J-18808-Ljbffr

Trexquant is a growing systematic fund manager with a core team of highly accomplished technologists. We apply a wide variety of statistical and machine learning techniques to build investment portfolios and trade our client assets in global equity and futures markets. We are hiring a Contract Manager based in Stamford, CT to manage data and technology procurement contracts. This position will sit in the Company's Legal and Compliance team. We are seeking a Legal Operations Manager to join our growing legal and compliance functions. This role is ideal for someone who enjoys building scalable, tech-enabled legal processes and managing the operational backbone of a high-performing legal team. You will implement and maintain contract management systems, automate workflows, ensure compliance and recordkeeping, support regulatory filings, and manage the intake and tracking of legal requests. You will also handle less complex contract negotiations using established form agreements and playbooks. Responsibilities: Contract Management & Automation Administer and optimize Trexquant's contract lifecycle by using contract management tools (e.g., Ironclad, Conga). Manage legal document execution and storage processes. Track contract renewals and compliance obligations. Technology Enabled Process and Workflow Design Build and maintain Jira or other solution based workflows for legal request intake, approvals, and reporting. Proactively identify opportunities to automate and streamline legal and compliance processes. Develop workflow descriptions and provide training to improve operational efficiency across the firm. Contract Negotiation Support Review, negotiate, and redline agreements such as NDAs, vendor contracts, and amendments by using form templates and playbooks. Coordinate with internal business teams and external counterparties to finalize contracts. Compliance & Recordkeeping Maintain organized filing systems for regulatory and corporate compliance materials. Support reporting, audit and policy implementation efforts. Qualifications: Bachelor's degree required; JD preferred but not required. 3-10 years of experience in legal operations, contract management or paralegal roles within a technology, financial services or legal department environment. Strong understanding of contract lifecycle management and technology enabled workflow design. Proficiency with: Jira (for workflow management) Conga or Ironclad (for contract lifecycle management) DocuSign and Adobe Sign (for e‑signature processes) Google Workspace (Docs, Sheets, Drive, etc.) Basic HTML or similar skills (for form and template customization). Excellent organizational skills, attention to detail and ability to manage multiple priorities in a fast‑paced setting. A proactive mindset with a passion for improving processes through technology. Ability to come 4 days per week in office with greater flexibility over time. Benefits: Competitive salary plus bonus based on individual and company performance. Collaborative, casual and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your dependents. Pre‑tax commuter benefits. Weekly company meals. Trexquant is an Equal Opportunity Employer. #J-18808-Ljbffr

A financial regulatory body is seeking a Senior Principal Analyst in Denver, CO to manage corporate real estate strategies. This role will analyze nationwide real estate needs, oversee a $40+ million annual rent expense, and provide key insights to the CRE leadership. Success in this position requires strong analytical and project management skills, along with proficiency in tools like PowerBI and Excel. The ideal candidate will bring over nine years of experience and demonstrate excellent communication abilities. #J-18808-Ljbffr

At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff-like payroll, health insurance, 401(k)s, and HR-so owners can focus on their craft and customers. With teams in Denver, San Francisco, and New York, we're proud to support more than 400,000 small businesses across the country, and we're building a workplace that represents and celebrates the customers we serve. Overview The Revenue Operations team at Gusto is a full‑stack organization responsible for data, analytics, and operational excellence in pursuit of scaling our revenue growth. The Revenue Analytics team is one functional area, responsible for defining and owning the metrics for scaling our Sales teams and forecasting our performance against company plan. Responsibilities Establish relationships with stakeholders to determine business needs, scoping and delivering solutions through data products Build and maintain sales forecasts, along with establishing KPIs to measure business health and efficiency Utilize data to drive actionable insights that enhance the productivity of Gusto's sales teams, including visibility into quota setting and attainment, incrementality of sales touchpoints, and channel penetration Deliver against a long‑term roadmap for strategic success in Gusto's Direct acquisition efforts Serve as key owner of insights and thought partner to sales leaders across the organization Qualifications Education or work experience in an analytical discipline, or a related technical field 5+ years of experience in an analytics role with exposure to business/finance stakeholders High aptitude and enthusiasm for complex business problems, utilizing modeling and analysis, through tools such as Excel/GSuite Experience with data visualization technologies, e.g., Tableau, Looker, Redash Proactive and autonomous problem‑solver, able to work independently maintaining attention to detail. Able to manage ambiguity, resource dependencies and timelines to optimal outcomes Strong communication and collaboration skills, with an ability to distill technical or complex matters into clear and concise explanations to senior leaders and business stakeholders Compensation and Location Our cash compensation amount for this role is targeted at $157,960 - $193,500 in San Francisco and New York, and $129,975 - $159,000 in Denver and most remote locations. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above. Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale. Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. This includes non‑office days for hybrid employees. Equal Opportunity & Accommodations Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you. #J-18808-Ljbffr

Branch Team Lead Location: Allendale, MI Job Id: 3145 # of Openings: 1 Branch Team Lead - Allendale (Full-Time) ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise: Providing Solutions For Your Financial Success. Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we strive to be great, and that starts with the individuals that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced individuals, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR": Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions. The Platinum Rule - Treat others the way they want to be treated. Make the Connection - Develop genuine relationships so you can provide a "WOW" experience. See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized. Reason over Rules - Make decisions that are good for the person and good for Honor. Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs. WHAT WE ARE LOOKING FOR: Performs Teller and Member Specialist duties, including but not limited to, membership opening, loan requests, and cash handling, all while leading and acting as a subject manager expert to the Branch Team. Assists with motivating, mentoring, and developing the Branch Team to ensure exceptional service and operational efficiency. Helps communicate, update, and implement new processes and procedures for the Branch Teams, making recommendations for improvement as needed. Serves as a role model, embodying Honor's culture, with an emphasis on accountability and continued improvement. Safeguards the integrity of the Branch, ensuring policies and procedures are followed and the member center is operationally sound. Builds rapport with members to sustain long-term relationships and grow continued business, deepening all relationships. WHAT WE EXPECT FROM YOU: EDUCATION/CERTIFICATION: High School diploma or equivalent. Must be/or become registered as an MLO and have a Nationwide Licensing Number. EXPERIENCE REQUIRED: Three to five years of similar or related experience, including preparatory experience.. KNOWLEDGE/SKILLS/ABILITIES: Knowledge of company products and sales policies, and procedures. Must have a demonstrated ability to keep finances in order. Excellent communications and public relations skills. Well organized. Attentive to detail. Willingness to assist others. Strong typing abilities. Able to use PC, calculator, and office equipment. WHAT'S IN IT FOR YOU: Honor has excellent benefits for all full and part time team members. We offer: Medical with prescription coverage, Dental, and Vision. 401k employer contribution & matching program. Incentive eligible. Paid time off and paid holidays (including your birthday!). Paid community volunteer hours. Wellbeing spending account. Various discounts on credit union products and services for team members & their families. Additional perks included. ADDITIONAL REQUIREMENTS: This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all loan officers engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the credit union determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. Apply for this Position

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Lead Specialist of Advice and Guidance, you will play a key role in ensuring Empower delivers consistent, compliant, and high-quality advice to clients across its front-office channels. You'll serve as a subject matter expert for complex advice and supervisory questions, lead the development of policies and procedures that promote best-interest standards, and partner across Compliance, Supervision, and Business teams to strengthen Empower's advice framework. Your work helps protect clients and supports Empower's mission to deliver trusted, transparent financial guidance. What you will do: Provide advice and regulatory interpretation to front-office teams on complex advice and supervision matters Act as an escalation point for issues related to advice delivery, investment recommendations, and oversight Design and enhance programs that promote advice quality, suitability, and best-interest compliance across broker-dealer and advisory channels Develop and deliver training and communications on advice standards and regulatory expectations Collaborate with Compliance, Supervision, Legal, Operations, and business leadership to align advice delivery with Empower's compliance framework Research evolving SEC, FINRA, DOL, and state requirements; recommend updates to policies and processes Prepare reports and presentations for leadership on advice oversight trends and program effectiveness Represent Advice and Guidance on committees and workgroups focused on policy, risk, and regulatory change Mentor peers and provide technical and procedural support to promote consistency in advice oversight Support responses to internal audits, regulatory exams, and special projects to improve advice infrastructure and technology What you will bring: Bachelor's degree or equivalent experience 7+ years of financial services experience, including 3+ years in advice, supervision, or compliance oversight Must have the ability to learn and develop a deep understanding of the business; build strong relationships through regular communication and active participation in committees and projects; and objectively assess inherent regulatory risks. This includes developing a comprehensive understanding of the control environment, accurately identifying weaknesses, measuring control effectiveness, and partnering with the business to advocate for and drive effective remediation FINRA Series 7 and 65 (or 7 and 66) plus 9/10 or 24 required, or ability to obtain within corporate timelines. FINRA fingerprinting required Strong understanding of advice delivery, suitability, and best-interest obligations under SEC, FINRA, and DOL regulations Proven ability to interpret and draft policies and apply regulatory guidance to business practices Excellent analytical, investigative, and written communication skills Ability to manage multiple priorities and make sound, independent, risk-based decisions Strong collaboration and relationship-building skills across business and control functions What will set you apart: Recognized subject matter expertise in advice delivery and supervisory oversight Experience enhancing compliance programs or advice governance frameworks Must bring a true "challenger" mindset paired with strong relationship-building skills that support long-term, collaborative partnerships with business leaders Track record mentoring peers and supporting cross-functional initiatives Familiarity with technology tools and data analytics that strengthen compliance monitoring Demonstrated success improving advisor experience through clear guidance and streamlined processes ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $96,100.00 - $135,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer * Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? 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Branch Team Lead Location: Berrien Springs, MI Job Id: 3135 # of Openings: 1 Branch Team Lead - Berrien Springs (Full-Time) ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise: Providing Solutions For Your Financial Success. Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we strive to be great, and that starts with the individuals that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced individuals, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR": Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions. The Platinum Rule - Treat others the way they want to be treated. Make the Connection - Develop genuine relationships so you can provide a "WOW" experience. See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized. Reason over Rules - Make decisions that are good for the person and good for Honor. Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs. WHAT WE ARE LOOKING FOR: Performs Teller and Member Specialist duties, including but not limited to, membership opening, loan requests, and cash handling, all while leading and acting as a subject manager expert to the Branch Team. Assists with motivating, mentoring, and developing the Branch Team to ensure exceptional service and operational efficiency. Helps communicate, update, and implement new processes and procedures for the Branch Teams, making recommendations for improvement as needed. Serves as a role model, embodying Honor's culture, with an emphasis on accountability and continued improvement. Safeguards the integrity of the Branch, ensuring policies and procedures are followed and the member center is operationally sound. Builds rapport with members to sustain long-term relationships and grow continued business, deepening all relationships. WHAT WE EXPECT FROM YOU: EDUCATION/CERTIFICATION: High School diploma or equivalent. Must be/or become registered as an MLO and have a Nationwide Licensing Number. EXPERIENCE REQUIRED: Three to five years of similar or related experience, including preparatory experience.. KNOWLEDGE/SKILLS/ABILITIES: Knowledge of company products and sales policies, and procedures. Must have a demonstrated ability to keep finances in order. Excellent communications and public relations skills. Well organized. Attentive to detail. Willingness to assist others. Strong typing abilities. Able to use PC, calculator, and office equipment. WHAT'S IN IT FOR YOU: Honor has excellent benefits for all full and part time team members. We offer: Medical with prescription coverage, Dental, and Vision. 401k employer contribution & matching program. Incentive eligible. Paid time off and paid holidays (including your birthday!). Paid community volunteer hours. Wellbeing spending account. Various discounts on credit union products and services for team members & their families. Additional perks included. ADDITIONAL REQUIREMENTS: This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all loan officers engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the credit union determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. Apply for this Position

The SBA Credit Risk Team Lead is responsible for all underwriting activities related to new and existing credit transactions with moderate to higher complexity including client diligence, structuring, and the required analysis and preparation of the underwriting package. They will also manage a team, focused on SBA 7a lending. Responsibilities include, but are not limited to: Proactively communicates with Loan Officers and assigned Credit Portfolio Managers during the underwriting, approval and portfolio management processes. Review and circulate credit packages and modifications for approval. Ensure packages are updated as required by approvers. Underwrite complex new loan requests and modifications. Coordinate with the assigned Commercial Loan Officers, Loan Officer Assistants and Direct Reports all activities required to complete a credit package. Completes performance evaluations, reviews and approves timecards and all other manager related activities for his/her direct reports. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority. Obtain, and monitor various loan portfolio reports such as Maturing Loans, Past-Due Loans, Annual Reviews and proactively assist lenders with requisite action plans. Assure that credits are accurately risk rated and credits are properly monitored and reported. Adhere and comply with all requirements of Regulation B Adverse Action Procedures -- Florida Division. Create and maintain current BSA Information. Adhere and comply with all requirements of watch list and EDD procedures. Manage and track covenants, borrowing bases, A-R Ageing, etc. for their accounts. Assist in preparation of quarterly CLMR reports. Advise Lenders on all matters related to the Bank's Credit Policy and related Procedures/Forms. As time allows conduct annual site visits, attend loan closings and other tasks required to support assigned lenders. Required Skills: Knowledge of SBA 7a Underwriting Knowledge of credit underwriting, accounting and loan documentation with the ability to. Ability to effectively communicate credit concerns and formulate alternate loan structures to customers, business unit team leaders, department heads and senior management. Proficient computer skills using Microsoft Word, Excel and Outlook. Strong level of interpersonal and social skills needed to interact with loan officers, administrative staff and customers. Strong personal time management skills. Strong mathematical skills. Strong credit skills. Strong administrative skills. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions. Required Experience: High School Diploma or GED and a minimum of seven years of experience in a commercial lending environment in a credit-oriented and underwriting position. Bachelor's degree, completion of a formal credit training program, and prior supervisory experience is preferred. Full-time/Part-time Full-time FLSA Exempt Location(s). 405 N Westshore Blvd, Tampa, Florida 33609, United States 180 Fountain Pkwy N Suite 200, St Petersburg, Florida 33716, United States Total Rewards Summary We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process. Job Details Pay Range $110,600.00 - $195,700.00 / year Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions. undefined

Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future. Insurance Team Lead Business Unit: INSA Reports to: Varies This position is primarily responsible for leading a team of Account Managers/Client Advocates/Account Executives (CL/EB/PL) including planning, coordinating and controlling activities of the service team to maintain and enhance customer relationships, meet organizational and operational objectives and ensure all processes and service levels are consistently achieved. The incumbent ensures both new and current staff members receive the necessary job training and have the necessary tools to maximize their effectiveness, provides day to day direction and addresses questions as needed. Primary Responsibilities: Services and retains an assigned book of business. Maintains assigned customer accounts and provides all services essential to high quality customer service which include collaboration with Sales and other Service/Support areas. Oversees activities of the Service Department and assures the smooth operation of the department when responding to internal and external requests. Monitors and reviews the consistent and timely delivery of proposals, policies, endorsements, invoices, audits, cancellations and correspondence to clients. Assists in the determination of the appropriate level of service for each client and ensures these levels of service are delivered in a consistent manner. Works with internal partners, operations, staff and producers to improve client satisfactions levels and service levels. Provides assistance to the internal team and is available to answer questions on procedures or coverage when necessary. Continually reviews policy and procedures manuals to ensure they reflect best practices in all areas. Manages the training of the service team to ensure they have the appropriate skills and tools necessary to ensure the highest level of client service including helping to prioritize and provide direction as needed. Conducts performance appraisals, provides on going coaching and development feedback and if needed, coordinates appropriate disciplinary measures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 7 Skills Required to Perform the Primary Responsibilities of this Position: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level BA or BS preferred. Experience in commercial lines property casualty operational or customer related insurance environment and TAM system. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Based on role, either Prop & Casualty or Life & Health required. Insurance designation preferred. Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for daily foreclosure, bankruptcy and litigation activity, which includes working with bank attorneys, borrowers, and third parties. Collection of residential mortgages, and Home Equity Lines of Credit minimizing potential losses on delinquent loans. In compliance with Fair Debt Collections Practices Act (FDCPA) and other regulations, initiate outbound loss mitigation efforts to resolve delinquency or assist the borrower with options available to bring the account current. Analyze customers' situations and collateral risks to present alternative solutions such as forbearance plans, repayment plans, payment deferrals, pre-foreclosure/short sales, and deed in lieu. Submission, tracking and reconciling of late-stage delinquent loans, including recommendation for foreclosure when appropriate. Provide technical and procedural support and direction to Mortgage Loss Mitigation team members. ESSENTIAL FUNCTIONS Manage late-stage delinquent loan inbound, outbound, and follow-up calls with borrowers to ensure quick and effective solutions are provided to each borrower. Counsel and guide customers to achieve workout alternates based on their circumstances. Comply with the FDCPA and other local and federal regulations. Adhere to Cathay Bank's policies and procedures. Review Borrower Response Packages for assistance to determine if they are complete and perform pre-underwritten review of documents provided. Contact delinquent borrowers to review approved loss mitigation options as well as preparation of letters for approval, missing documents, and notice of action taken. Collaborate with the manager on recommended pre-foreclosure reviews as well as participate in monthly management meetings. Prepare foreclosure files for set-up on the core collection system. Provide attorney with accurate foreclosure figures, including reinstatement figures which will be provided to external parties by the attorney. In addition, provide the attorney with accurately executed documents as requested. Responsible for bankruptcy filing reviews, preparing transmittals to attorneys, and servicing or further legal actions. Assist with training new hires, as needed. Assist in processing successor in interest, short sales, seed in lieu, or any other legal issues. Prepare monthly reporting, including delinquency, foreclosure, bankruptcy and other activities. Assist in preparation of risk rating and accrual recommendations. Provide assistance and guidance to Mortgage Loss Mitigation Team members. Meet department standards as they relate to daily productivity metrics. Performs additional projects and duties as assigned by management. QUALIFICATIONS Education: High school diploma or equivalent. 3-year experience in mortgage loss mitigation, foreclosure, and bankruptcy processing. Understanding of debt collections in any stage of delinquency. Familiarity with financial statements, tax returns, credit reports, home appraisals, title searches and other documents used to evaluate a pre-foreclosure remedy. Strong analytical, problem solving and mathematical skills. Proficient in Microsoft Word, Outlook, Access and Excel with a minimum level of Intermediate. Skills/Ability: Strong organizing and problem-solving skills; good written and verbal communication skills; must be able to adapt well in a fast-paced and constantly changing business environment; PC proficiency; demonstrated ability to work in a team-oriented environment and provide good customer service. Bilingual English/Chinese is a plus. OTHER DETAILS $33.65 - $43.27 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.