Hybrid Senior Fiduciary Litigation Counsel - Lead Strategy
Chicago, IL jobs
A global financial institution is seeking a Senior Legal Counsel for Fiduciary Litigation in Chicago. This hybrid role involves managing litigation matters, advising on strategy, and conducting research. Candidates must have significant experience in fiduciary litigation and a valid Illinois law license. Strong communication and leadership skills are essential. Competitive salary range includes a comprehensive benefits package.
#J-18808-Ljbffr
Senior Employment Law Director - Hybrid, Global
Chicago, IL jobs
A leading data solutions company seeks a Senior Director, Employment Attorney to lead employment law strategy and execution. This role involves providing legal counsel on various employment-related matters, managing compliance with U.S. laws, and guiding workplace culture. Required qualifications include over 10 years of employment law experience and a Juris Doctor degree. The position is based in Chicago, Illinois, with hybrid work options and offers an extensive benefits package including flexible time off, health benefits, and a 401(k) plan.
#J-18808-Ljbffr
Business Insurance Agent - Intermediate
Albuquerque, NM jobs
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
As a dedicated Business Insurance Agent - Intermediate, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-member's unique risk profile.
You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for member's business.
On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers.
USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time).
This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position.
What you'll do:
Utilizes a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings.
Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions.
Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation.
Classifies member's and/or non-members business and provide accurate risk management and risk mitigation solutions.
Facilitates account reviews, by leveraging the carrier renewal cycle, and understanding the members' and nonmembers' risk profile to provide consultative advice and appropriately address and mitigate the risk.
Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues.
Utilizes Intermediate knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings.
Leverages intermediate knowledge of Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination).
Leverages intermediate understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values.
Provides select account service for member's and nonmember's including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma.
1 year of insurance sales and service experience and/or experience working in a high value, commercial insurance agency or broker setting.
Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
What sets you apart:
2 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing)
2 or more years working experience quoting and binding directly with the insured.
Experience with Agency Management Systems and/or Salesforce.
Experience working in a Commercial Lines multiple carrier environment.
Experience writing Commercial lines in multiple states.
Experience working in a call center environment.
Active P&C General Lines License for home state.
Compensation range: The salary range for this position is: $43,680.00 - $76,610.00.
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.).
USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage.
USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website.
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.
Auto-ApplyTrust Administration Officer II
Wilmington, DE jobs
WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues.
WHAT WILL YOU DO?
* For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy.
* Prepare new account paperwork, as required.
* Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc.
* Obtain missing documents from clients.
* For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document.
* Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries.
* Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries.
* Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval.
* Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.)
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Respond to advisors and intermediaries regarding the administration and maintenance of accounts.
* Fields phone calls from clients and intermediaries.
* Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA.
* Gather information from clients for projects.
* Prepare draft correspondence letters and memos.
* Maintain new account logs.
* Follow appropriate Regulation 9 process.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 3+ years of experience in financial services required
* 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required
*Additional Qualifications*
* 3+ years of experience in trust administration preferred
* Strong written and verbal communications skills
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
* Ability to set priorities, and objectives
* Trust Certificate and/or CTFA a plus
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $71,825 - $114,734 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
Remote Equity Trader Position
Farmington, NM jobs
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyPGIM Real Estate - Investment Analyst (Arlington, VA/Chicago, IL/Hybrid)
Chicago, IL jobs
Job Classification: Investment Management - Investments A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.
We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!
If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today.
At PGIM, You Can!
What you will do
We are looking for an astute, determined professional like you to fulfill an Investment Analyst role within our Agency Lending business. You will assist our clients in obtaining financing for their multifamily projects through the lending programs of Fannie Mae, Freddie Mac, and FHA. You will showcase your success through collaboration, ownership and innovation. Your expertise in emerging trends and practices will evoke stimulating discussions around optimization and change to help keep our competitive edge. This rewarding opportunity will enable you to make a big impact in our organization, so if this sounds exciting, then PGIM might be the place.
This role may be based in Arlington, VA, or Chicago, IL.
What you can expect
* Work as part of a Real Estate Investment team to provide in-depth analysis of real estate debt transactions for clients across a variety of capital sources including Fannie Mae, Freddie Mac, and FHA.
* Provide analytical support including market research, due diligence tracking and review, cash flow modeling, property valuation, borrower credit review and preparation of loan submissions for transactions spanning various multifamily property types.
* Perform Excel-based financial modeling and analysis.
* Exposure to entire loan process from originations to closing.
* Interact professionally both internally and externally with senior management, originators, deal managers, borrowers, brokers, and correspondents.
* Provide superior analytical support to senior members of the team on a variety of ad-hoc assignments and long-term projects.
* The Real Estate Investment Analyst position is typically a three-year assignment. Based on business needs, strong performance and mutual agreement, one one-year extensions may occur.
What you will bring
* Bachelor's degree
* Proficiency with Microsoft Office including Excel, Word, PowerPoint, and Outlook.
* Strong quantitative skills and demonstrated analytical ability.
* Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities.
* Ability to work independently and in a team-oriented, collaborative environment.
* Excellent communication skills both verbally and in writing.
* Outstanding attention to detail.
What will set you apart
* A concentration/major in Finance and/or Real Estate.
* 1-3 years of prior experience in FHA, Fannie Mae and/or Freddie Mac multifamily lending and/or multifamily real estate including appraisals, equity, development, or other mortgage loan programs is preferred.
PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $80,000 to $90,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
About PGIM Real Estate
With $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum.
PGIM Real Estate is a business of PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally. Through its investment, financing, asset management, and talent management approach, PGIM Real Estate engages in practices that strive to ignite positive environmental and social impact, while pursuing activities that seek to strengthen communities around the world. For more information visit pgimrealestate.com.
What we offer you:
* Market competitive base salaries, with a yearly bonus potential at every level.
* Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
* 401(k) plan with company match (up to 4%).
* Company-funded pension plan.
* Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
* Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
* Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
* Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
Auto-ApplySoftware Engineering Intern (Securities Lending)
Chicago, IL jobs
WHO WE ARE We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company's first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6's core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets.
ABOUT THIS ROLE
Apex Fintech Solutions is looking for a Software Engineering Intern with unbounded potential for a development team on the front lines of Apex's high-volume, high-availability trade clearing suite. We partner with some of the industry's hottest next-generation stock trading products. You'll be at the center of rapidly scaling services that will test your limits.
Apex engineering teams are charged with building the services our clients love and are at the heart of our future product innovations. Apex has begun its transformation from on-premise infrastructure to the Cloud (GCP & AWS), and our team is responsible for transforming our products into the next generation clearing platform that will lead our industry for years to come. We are in need of smart, developers to build out our cloud-native (GCP/AWS), event-driven (Apache Kafka), Microservices framework.
Have you been waiting on the opportunity to gain hands-on experience in the fintech industry? Now's your chance.
What you will do:
* Assist in the development, testing, and maintenance of software applications.
* Collaborate with the software engineering team to design new features and functionalities.
* Participate in code reviews and provide constructive feedback to peers.
* Help in troubleshooting, debugging, and resolving software defects and issues.
* Contribute to the documentation of software development processes and codebases.
* Stay updated with emerging technologies and industry best practices in software engineering.
What you can expect:
* A highly collaborative environment where everyone is focused on outcomes that build momentum for Apex to reach its goals.
* A culture that values a test-centric approach to software development where 100% unit test coverage is the expectation.
* End-to-end ownership of what you deploy. From documentation to service-level objectives, your team is ultimately responsible for the health of your products.
* Contribute to and benefit from a culture of continuous learning.
* Access to mentors, generous policies regarding attending industry conferences and book reimbursement, regular lunch and learns.
* Quarterly 2-day hackathons.
* An environment committed to using the right tool to get the job done.
* Work that matters.
The skills you'll need to succeed:
* Currently pursuing or recently completed a degree in Computer Science, Software Engineering, or a related STEM field.
* Rising Senior standing, latest June 2027 graduate
* Strong analytical and problem-solving skills.
* Familiarity with programming languages such as Golang (preferred), Java or Python.
* Understanding of software development methodologies, including Agile and Scrum.
* Excellent verbal and written communication skills.
* Willingness to learn and adapt in a fast-paced environment.
* General interest in Fintech.
Preferred skills:
* Have a real passion for software engineering, as demonstrated by previous internships, work experience, projects, or publications
* Familiarity with programming languages such as Golang
* Either previous knowledge in financial markets or a strong interest in learning
Work Environment:
* This internship operates in a 4-day-a-week in-office environment.
* This internship operates on a hybrid schedule in Chicago, IL
#enginering #intern #LI-DNI
OUR REWARDS
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week.
PEAK6 is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at *****************. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
#PEAK6
Teller Center Representative (Las Cruces - Remote)
Las Cruces, NM jobs
Are you passionate about making a positive impact in the community you live in? Do you want to be on the forefront of paving the way to financial freedom for the members we serve? At GECU, our Core Values drive our Culture: Advocate, Integrity, Accountable, Dedicated and Passionate. Come grow your career with an award- winning team!
BASIC RESPONSIBILITIES
Responsible for creating a positive experience and image of GECU through greeting members, evaluating and responding to members' requests, recommending products and services to create member loyalty, rendering friendly service, and performing member transactions in an efficient manner.
TYPICAL DUTIES
Completes all member service representative transactions utilizing GECU service standards consistently in a branch environment or through our interactive teller machines (ITMs); to include posting withdrawals, loan payments, deposits, line of credit advances, etc. Runs partial bank deposits, balance drawer and ITMs at the end of shift.
Creates memorable member experience through exceptional member interactions which include enthusiastic greetings and closing phrases.
Creates opportunities to cross sell all credit union products and services to assist members in determining their financial needs and to ensure individual and credit union goals are consistently met.
Good understanding of check negotiation and placement of check holds in order to mitigate check fraud losses.
Balance cash box assignment at the end of the day.
Educates members in the use of our remote services to include and not limited to real time taking ATMs, ITMs, Mobile and the convenience our neighborhood branches bring to our community.
Makes judgment decisions regarding tickler lockouts, warning information, altered items, and stale-dated checks, after sufficient experience is gained.
Ensures that members' accounts are handled accurately.
Acquires knowledge of audit items/questions to include security procedures in order to comply with Credit Union security and safety procedures. This includes participating in branch audit periodically.
Exercises professionalism and good judgment with members and coworkers.
Maintain and understand compliance to ensure that work complies with GECU's established policies, procedures and applicable regulations, to include Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Member Identification Program (MIP), and Office of Foreign Asset Control (OFAC).
Other duties as may be assigned or required in connection with general operation of the credit union.
Director, Electric Projects and Programs
Wilmington, DE jobs
The Director will oversee multiple large-scale electric distribution projects and high-volume programs, ensuring operational excellence, client satisfaction, and team development. In addition to project delivery, this role will provide programmatic oversight-establishing frameworks, processes, and performance metrics that drive consistency and scalability across initiatives. This position combines strategic leadership with hands-on project management and business growth responsibilities, making it ideal for someone who thrives in a fast-paced environment, enjoys mentoring others, and is energized by working with high-volume utility clients.
+ **Key Areas of Focus for a Director at ENTRUST**
+ **Project Leadership:** Manage electric distribution design projects to meet performance goals for budget, schedule, and quality.
+ **Client Engagement and Management:** Build and maintain strong relationships with utility clients; act as a trusted advisor. Build executive-level relationships internally and externally. Manage risks (scope, pricing, proposals) and address quality concerns proactively.
+ **Team and Career Development:** Mentor project managers, engineers, and technical leads; support training and career growth. Inspire passion and invest in employees and company growth. Encourage timely career discussions and support leadership in these efforts. Cascade corporate updates and clarifies processes for district success.
+ **Strategic Growth and Business Development:** Effectively manage client relationships to ensure healthy, ongoing relationships. Collaborate with senior leadership on regional growth plans and business development initiatives. Develop and collaborate on growth strategies; align talent for future wins. Network through events and committees; negotiate pricing for competitive advantage **Financial Oversight:** Forecast revenue, monitor project health, and address billing concerns.
+ **Compliance and Process Improvement:** Ensure adherence to ISO standards, HR, safety, and company policies. Continuously enhance employee, client, and operational experiences. Enforce ISO compliance through accountability and training.
+ **Cross-Functional Collaboration:** Partner with centrally managed support teams and other operation product line leaders to drive success.
+ **Employee Experience** : Ensure a positive onboarding experience and ongoing engagement. Support office strategy, employee events, and effective training. Identify and mitigate talent retention risks. Encourage timely career discussions and support leadership in these efforts.
**Qualifications**
+ 8-10 years of professional experience, including 5+ years in the electric utility industry with focus on electric distribution projects of various size and scope.
+ Proven leadership in managing complex engineering projects in a consulting role
+ Strong communication and relationship-building skills.
+ Solid understanding of project financials and ISO standards.
+ Must reside within the Mid-Atlantic region and be flexible for regular regional travel to meet our client needs.
**Inclusive Leadership Requirement: Neurodiversity Awareness**
This role involves working closely with client stakeholders and diverse teams. We value candidates who demonstrate:
+ Awareness and understanding of neurodiversity in professional environments.
+ Experience collaborating with or managing team members with a variety of cognitive and communication styles, and a commitment to inclusive practices.
+ The ability to foster psychologically safe and supportive workspaces for all individuals.
+ Training or experience in neurodiversity inclusion, workplace accommodations, or DEI initiatives is highly valued.
**Remote work environment:**
This role is designated as remote, giving you the flexibility to primarily work from home while staying actively connected to your team and projects. We value collaboration and responsiveness, so we ask our remote team members to be available when in-office presence is needed-such as for client meetings, team events, or training sessions. Our approach blends freedom with shared accountability, making ENTRUST an exciting and supportive environment for professionals who thrive in remote work settings with clear, respectful expectations.
*In order to maintain and foster positive client and team relationships, the Sr. PM will be expected to be onsite and/or with our client regularly, so residential proximity is required.
**What We Offer:**
+ A supportive and inclusive work environment that values diversity and encourages innovation.
+ Opportunities for professional growth and career development.
+ Competitive salary and comprehensive benefits package, including generous paid time off, retirement program with a company match, tuition reimbursement, and flexible work schedules.
+ This position has a base pay range of $150,000 and $180,000 annually and is an exempt position. Benefits offered include company-sponsored medical, dental, vision, and 401(k) plan with company match. Also offered are tuition reimbursement, voluntary life, disability, critical illness, accident and hospitalization plans. HSA or FSA medical accounts and FSA dependent care and transportation/parking accounts are also available. These benefits are subject to employee contribution amounts generally set annually. Full-time employees are eligible to earn PTO hours. May be eligible for a discretionary bonus as determined by the company.
**Why Join Us?**
At ENTRUST Solutions Group, we are a community of over 3,000 dedicated professionals committed to our clients and each other. As an ENR Top 100 company, we provide comprehensive engineering, consulting, and automation services to various industries, including gas and electric utilities, telecommunication service providers, pipeline operators, and industrial companies. We are a forward-thinking organization dedicated to leveraging cutting-edge technology to drive success. We are committed to fostering a culture of innovation and continuous improvement.
We believe in fostering a culture of inclusivity and respect, where everyone feels valued and empowered to contribute their unique perspectives. If you are passionate about innovation, sustainability and community impact and looking for a place to grow your career, we would love to hear from you!
**Explore More Opportunities:** Not quite the right fit? Check out all our openings at ENTRUST Solutions Group Careers (******************************** .
To learn more about ENTRUST Benefits and Culture, please visit our company LinkedIn page and follow us at: ******************************************************
_ENTRUST Solutions Group is proud to be an Equal Employment Opportunity employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law._
_Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. ENTRUST does not accept unsolicited headhunter or agency resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with ENTRUST Solutions Group._
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Alternatives Associate
Chicago, IL jobs
Focus Partners Wealth is seeking an Alternatives Associate to will work closely with the firm's Wealth Management Team.
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.
Primary Responsibilities
Prepare and review subscription documents for alternative investments (i.e., private equity funds, private real estate funds and hedge funds) and handle follow up questions and requests for supporting materials.
Identify operational process improvements and contribute to the implementation of productivity and efficiency improvements to drive exceptional client service and risk mitigation.
Work closely with our Wealth Management Team to satisfy AML/KYC requirements for client investments in alternative investments.
Review and understand offering documents (PPMs), limited partnership agreements and related documents for alternative investments.
Assist in developing, educating, and training the firm's staff on alternative investment operations processes.
Track closing dates and other deadlines for alternative investments, ensuring timely completion.
Play a significant role in assisting in the development of robust processes and reports to keep the Wealth Management Team informed about crucial pre-fund status, processes, and requirements.
Monitor and reconcile money movement associated with capital activity.
Communicate effectively with internal teams, fund managers, investors, custodians, and auditors, fostering strong relationships.
Assist with the distribution of tax documents and audited financial statements.
Onboard new alternative investment offerings to the firm's platform.
Maintain accurate client records and record information in the firm's CRM.
Execute service requests in conjunction with the Wealth Management Team and maintain appropriate follow-up with sponsors, custodians, and clients.
Assist with recurring audits, reporting, and projects as needed.
Qualifications
Required: 3+ years of experience in the alternative investments or wealth management industry.
Bachelor's degree in finance, business administration, or a related field (or equivalent work experience).
Prior experience completing or reviewing subscription documents for private equity funds, private real estate funds, and/or hedge funds.
Familiarity with trust, estate, and legal entity structures.
Know Your Client and Anti-Money Laundering experience (KYC/AML).
Proficiency in Microsoft Excel and ability to learn new applications.
High attention to detail and organizational skills.
Ability to work in a fast-paced environment while managing numerous projects and clients.
Ability to work independently and take initiative while also being a team player.
Strong interpersonal skills and a positive attitude.
Adaptability and ability to learn new concepts quickly.
Excellent problem-solving skills.
Outstanding customer service skills.
Excellent communication and organizational skills.
Capability to develop and deliver innovative ideas as the position grows.
Ability to collaborate and work with teammates to accomplish daily deliverables.
The annualized base pay range for this role is expected to be between $75,000-$80,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit *******************************
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Auto-ApplyMortgage Loan Underwriter - Remote Opportunity
Springfield, IL jobs
Town and Country Bank is seeking an experienced Mortgage Loan Underwriter with experience in conventional and government loan underwriting. This position may be worked out of one of our branch locations in Illinois or can be remote. ABOUT US: At Town and Country our mission is to empower the financial well-being of our communities, one person at a time.
The culture at Town and Country is built on our shared core values - Teamwork, Achievement, Passion and Positive Thinking. Teamwork means we work together to achieve a common purpose. Achievement means we are results-oriented and achieve success by reaching and exceeding our goals. Positive thinking means we exhibit a positive attitude and strive to maintain an upbeat and fun work environment. Passion means we love what we do and understand the importance of our role in relation to the direction and purpose of the organization. We hire, review, reward, and recognize our teammates based on these characteristics, so it's important that you share these values in order to be part of our team.
JOB SUMMARY:
Under limited supervision, decides on whether to lend on conventional residential loans. Provides teamwork to other mortgage operations' team members by helping dictate efficient workflow and keep loans moving forward in an efficient and effective manner. Directs the overall quality control function for secondary market loans by ensuring borrower meets standards of willingness and ability to repay debt. Embraces and promotes Town and Country's core values of teamwork, achievement, passion and positive thinking.
ESSENTIAL FUNCTIONS AND DUTIES:
· Reviews income, asset position, collateral, and credit profiles to determine loan approval acceptance for all residential related lending.
· Examines overall loan documentation, reviewing for acceptance as well as fraud mitigation
· Reviews work of appraiser prospects for recommendation of addition to approved appraiser's list
· Reviews Automated Underwriting System Findings such as FNMA DU, to ensure that all requirements have been satisfied prior to loan approval.
· Engages regularly with sales and other members of operations to ensure loan structure and requirements are understood and are in the best interest of the customer and the company.
· Monitors and reports any deficiencies in loan documentation as required by compliance to ensure continued relationships with mainly FNMA.
· Performs other job-related duties and special projects as assigned.
QUALIFICATIONS:
Minimum of 5 years experience in mortgage loan underwriting, including: FNMA conventional, CHUM's ID, SARS and be LAPP approved. Grant loans along with USDA loans.
Experience in Microsoft Office applications.
Excellent written and verbal communication skills.
Knowledge of financial analysis techniques.
Ability to work in a team-based, fast-paced work environment.
High degree of accuracy and strong organizational skills.
Ability to work under pressure and on deadline
EDUCATION:
Bachelor's degree in related field or equivalent experience.
Auto-ApplyAladdin Client Engagement, Associate
Wilmington, DE jobs
About this role
Private Markets, Technical Relationship Manager, Associate
BlackRock's Aladdin Business supports the investment process through the development, deployment and support of our enterprise investment management platform (Aladdin ), which is utilized by executives, portfolio management, risk management and operations teams. The Aladdin Business provides strategic advisory and enterprise investment system services for our clients. eFront is our Private Markets suite of tools purpose built for teams investing in alternatives asset classes. Our diverse private markets client base is made up of external institutional asset managers, pensions, insurance companies, general partners, asset servicers and governments around the world. Aladdin is the natural evolution of our long-standing investment in developing sophisticated and highly integrated analytics and systems for managing money.
Relationship Management is part of the Aladdin Business focused on maximizing the value of the Aladdin product through engagement and education and working closely with clients to be their trusted consultant, problem solver, and business partner. The Private Market Technical Markets Relationship Manager is a key point of contact and are charged with driving, deepening and growing relationships over time through product, and industry knowledge. This client facing role is highly focused on understanding the needs and evolving priorities of client organizations to optimize the value we can bring to our clients by leveraging the capabilities of the entire Aladdin Business.
Key responsibilities include:
Own relationships with client teams and help them use Aladdin to achieve their firm's goals
Understand the client's business challenges and provide impactful solutions, combining investment lifecycle expertise with your knowledge of private markets and our product suite
Ensure client feedback on product is communicated to the Product Managers and is tracked through successful development and deployment.
Partner with the client, as well as Aladdin Product Managers to support client's development needs
Assist clients in leveraging Aladdin to its fullest across the entire investment lifecycle and drive adoption across client teams
Keep updated on regulatory and operational industry trends to help your clients stay ahead of changing times
Builds strong relationships through direct engagement with business influencers both internally and externally
Engage with clients to define key strategic and tactical initiatives, leveraging your internal network to oversee and execute cross-functional project solutions
Lead internal stakeholders' discussions to guide and align priorities by bringing the voice of the client to the table
Qualifications
2+ years of work experience in financial services or consulting, OR graduate level degree
Strong interest in FinTech
Familiarity with private markets, the investment lifecycle and their workflows is strongly preferred
Working understanding equity, fixed income and derivative markets and their operational workflows is a plus
Outstanding communication and presentation skills, with the ability to convey complex concepts simply and clearly to clients
Ambitious approach to large, complex projects, with a flair for problem solving
Self-starter who enjoys a fast-paced, high-intensity environment and works well as part of a multi-disciplinary global team
Preferred Skills and Experience
Prior experience in Aladdin, eFront, or other private markets financial technology is a plus
Experience with SQL, UNIX or modern programming languages
For NY7 - 50 Hudson Yards, New York Only the salary range for this position is USD$115,000.00 - USD$147,500.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Wilmington, DE Only the salary range for this position is USD$95,000.00 - USD$125,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Auto-ApplyBilling Coordinator II (Remote)
Sterling, IL jobs
Job DescriptionDescription:
We are HALO! We connect people and brands to create unforgettable, meaningful, and lasting experiences that build brand engagement and loyalty for our over 60,000 clients globally. Our nearly 2,000 employees and 1,000 Account Executives located in 40+ sales offices across the United States are the reason HALO is the global leader in branded merchandise, uniform programs, and recognition and incentive solutions.
HALO is looking for a Billing Coordinator II who will be responsible for managing the accuracy and timeliness of billing processes, including reviewing and resolving pricing discrepancies, maintaining consistent invoicing practices, and supporting both internal and external stakeholders. This role requires strong problem-solving skills, attention to detail, and the ability to work independently while managing multiple priorities.
*** This role is Remote, with Central Time work hours. ***
Responsibilities
Review and resolve pricing discrepancies between customer orders and vendor invoices in collaboration with Order Processing team.
Serve as a direct point of contact for customers and assigned Account Executives to address billing-related inquiries.
Maintain consistency by ensuring 90% of invoicing occurs within the 0-14 day time frame.
Escalate orders to leadership as necessary to ensure timely invoicing.
Attend team meetings and provide insights on trends, resolution steps, and exceptions.
Prepare, update, and maintain Excel spreadsheets as needed.
Communicate effectively with Account Executives to resolve billing issues and provide one-touch resolution where possible.
Exercise autonomy to diagnose customer situations and make sound decisions on prioritization to meet deadlines.
Apply knowledge of sales orders, including cost, sell commission margins, and adjustments.
Review freight charges and accurately apply or remove them as needed.
Independently manage order holds and release workflows.
Adapt to specific workflows that may vary depending on the team assignment.
Requirements:
2+ years of experience in B2B and/or B2C Billing, Accounts Payable, Accounts Receivable.
Strong computer skills, including proficiency in Microsoft Word, Excel, Outlook and Teams
Experience in working in NetSuite and SharePoint is highly preferred
Excellent typing (40 WPM) and 10-key data entry skills (8,000 KPM).
Strong verbal and written communication skills.
Demonstrated ability to manage time effectively, prioritize tasks, and meet deadlines.
Ability to multi-task and perform well under pressure.
Positive and professional demeanor with a strong customer service orientation.
Proven problem-solving and critical thinking capabilities.
Flexibility to work both independently and in a team environment.
Willingness to work overtime when required.
Ability to independently manage the invoicing process with minimal supervision.
Preferred Skills
Previous experience working directly with customers or sales teams in a billing or finance-related environment.
Knowledge of sales order processes, commission structures, and margin adjustments.
Experience identifying billing trends and proposing process improvements.
Experience in Freight billing.
Compensation: The estimated hourly range for this position is between $16.00 - $20.00 an hour. Please note that this pay range serves as a general guideline and reflects a broad spectrum of labor markets across the US. While it is uncommon for candidates to be hired at or near the top of the range, compensation decisions are influenced by various factors. At HALO, these include, but are not limited to, the scope and responsibilities of the role, the candidate's work experience, location, education and training, key skills, internal equity, external market data, and broader market and business considerations.
Benefits: At HALO, we offer benefits that support all aspects of your life, helping you find a work-life balance that's right for you. Our comprehensive benefits include nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance, along with additional Voluntary Benefits. Prepare for your financial future with our 401(k) Retirement Savings Plan, Health Savings Accounts (HSA), and Flexible Spending Accounts (FSA).
Application Information: To apply to this opportunity, click the APPLY button at the top right or very bottom of the screen to complete our online application. A resume is optional, so you may choose to upload and have the application prefill with your information. There are 5 sections to complete in total, including General information, Work History, Education, Compliance, and optional demographic questions. Once you have successfully submitted your application, you will receive a submission confirmation email from our system.
Application Deadline: Applications are reviewed and processed only when there is a specific need or opportunity, rather than on a fixed schedule or at a set deadline. Because they are reviewed on an as-needed basis, a job posting will be removed once the position has been filled or is no longer available.
More About HALO:
At HALO, we energize our clients' brands and amplify their stories to capture the attention of those who matter most. That's why over 60,000 small- and mid-sized businesses partner with us, making us the global leader in the branded merchandise industry.
Career Advancement: At HALO, we're passionate about promoting from within. Internal promotions have been key to our exponential growth over the past few years. With so many industry leaders at HALO, you'll have the opportunity to accelerate your career by learning from their experience, insights, and skills. Plus, you'll gain access to HALO's influential global network, leadership opportunities, and diverse perspectives.
Culture: We love working here, and we're confident you will too. At HALO, you'll experience a culture of ingenuity, inclusion, and relentless determination. We push the limits of possibility and imagination by staying curious, humble, and bold breaking through yesterday's limits. Diversity fuels our creativity, and we thrive when each of us contributes to an inclusive environment based on respect, dignity, and equity. We hold ourselves to a high standard of excellence with a commitment to results and supporting one another with accountability, transparency, and dependability.
Recognition: At HALO, your success is our success. You can count on us to celebrate your wins. Colleagues across the company will join in recognizing your milestones and nominating you for awards. Over time, you'll accumulate recognition that can be converted into gift cards, trips, concert tickets, and merchandise from your favorite brands.
Flexibility: Many of our roles offer hybrid work options, and we pride ourselves on flexible schedules that help you balance professional and personal demands. We believe that supporting our customers is a top priority and trust that you and your manager will collaborate to create a schedule that achieves this goal.
HALO is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We insist on an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law. Inclusion is a core value at HALO and we seek to recruit, develop and retain the most talented people.
HALO participates in E-Verify. Please see the following notices in English and Spanish for important information: E-Verify Participation and Right to Work.
Investment Consultant
Wilmington, DE jobs
*INVESTMENT CONSULTANT - Remote based in TX* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
Product & UW Governance Consultant
Chicago, IL jobs
Product & UW Governance Consultant - UO07GE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
The Product & Underwriting Governance Consultant plays a critical role in leading cross-functional initiatives to bring new and refreshed insurance products to market while ensuring strong governance and compliance across underwriting processes. This position partners closely with the Global Specialty (GS) Product team, Chief Underwriting Office, and other stakeholders to manage the product development lifecycle and deploy underwriting governance controls. The consultant acts as a project leader without direct authority, driving collaboration, planning, and execution of tasks that support strategic objectives and regulatory requirements.
Product Development Leadership
* Lead cross-functional teams to deliver new and refreshed insurance products from ideation to market launch.
* Manage all business deliverables in the product development lifecycle (excluding systems development), including:
* Feasibility and competitive analysis
* Development of forms, rates, applications, underwriting guidelines and rules
* Statutory filing preparation
* Marketing and distribution planning
* Coordination of data science deliverables and third-party services
* Change management and training initiatives
* Create and maintain project plans, schedule meetings, estimate resources, distribute updates, and monitor key activities to ensure timelines and goals are met.
Governance Framework & Risk Management
* Coordinate product governance activities and guide stakeholders through the Global Specialty Product Governance Process for all new product proposals or material product changes.
* Assist in the development of deliverables required for product governance approvals.
* Maintain governance frameworks, policies, and procedures for underwriting and product development.
* Document and communicate governance requirements and processes within GS and to key stakeholders.
* Collaborate with GS CUO, business leads, and product teams to develop, refine and deploy underwriting governance controls and processes.
* Prepare reports and metrics for senior leadership on governance and underwriting performance.
Qualifications:
* Bachelor's degree in Business, Insurance, Risk Management, or related field (advanced degree preferred).
* Professional certifications such as CPCU, ARe, or similar preferred.
* 7+ years of experience in underwriting, product development, or compliance within P&C insurance.
* Proven ability to lead cross-functional projects without direct authority.
* Excellent organizational, analytical, and communication skills.
* Familiarity with underwriting systems and data analytics tools, a plus.
* Experience in governance frameworks and risk management strategies, preferred.
* Strong project management skills and attention to detail, preferred.
This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$101,840 - $152,760
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
Auto-ApplyMortgage Loan Processor
Schaumburg, IL jobs
The Loan Processor is responsible for the thorough review of a file. They prepare and verify the data on the loan application as well as supporting documentation that has been provided by the loan officer and submit the verified loan files to underwriting. If additional information is needed to render a decision, it is the Processor's responsibility to reach out to the borrower to obtain.
This role is Monday - Friday, 8:30am - 5pm with the opportunity to work from home Monday and Friday.
Essential Duties
Proactively manage a pipeline of loans and review daily reports to identify priorities. Escalate issues to supervisor, when needed.
Provide excellent customer service.
Respond promptly to all forms of communication.
Communicate (both via phone and email).
Calculate income, review assets, know how to calculate student loan debt per product(conv or govt loans) and debt ratios.
Must know how to review a credit report, identify issues that need to be addressed.
Analyze the title report, purchase contract and appraisal on files for compliance.
Perform verbal verifications of employment, when needed if our verification team is unsuccessful in obtaining.
Communicate clearly and professionally with all customers, co-worker, supervisors and management.
Ensure that the customer understands requests and time requirements, provide deadline for documents.
Ensures loan quality standards are met, including the review and resolution of any red flags in a file and the satisfaction of all conditions.
Required to open new loan submissions within 48 hours and validate all file information to ensure that all issues are identified so they may be resolved early.
Contact the borrowers with a welcome call within the opening and validating period to ensure all required documentation is in the file to issue a credit decision.
Ensure loan approval can be accomplished by the contingency date and that closing can be accomplished by the estimated closing date, communicate to LO if we are unable to meet a target so expectations can be reset.
All requests for documentation should be completed through POS “Glyde”
Gather and review all documentation needed for the loan.
Adhere to checklists and procedures.
Create notes and a record of all requests in the conversation log to document issues or escalations.
Prepare loan packets to submit to in-house underwriters, contract underwriters or investor underwriters for approval.
All Loan Processors will also act as a back-up for other team members in processing due to scheduled and unscheduled absences or as volume dictates.
Must know how to navigate Fannie Mae and Freddie Mac selling guides, FHA Handbook, and Allregs.
Requirements
Knowledge of TRID, Know before you owe, Regulation B ECOA and other mortgage banking related guidelines.
Familiarity with industry quality control standards and fraud detection methods.
Experience with POS approval processes using LP, DO/DU and other AUS.
Proficient computer skills including Microsoft Word, Excel and Outlook.
Excellent people skills.
Excellent verbal and written communication skills.
Has the ability to multi-task in a very fast paced environment.
Possesses excellent organizational skills.
Has superior attention to detail.
Proficient knowledge of office machines (faxes, computers, printers, adding machines and telephones).
Must be able to work independently and research problems / questions as required.
Education and Professional Experience
Minimum of 3 years loan processing experience including conforming conventional, FHA, 203K, VA, USDA, IHDA, Chicago Tax smart programs and sub-prime loans
High School Diploma or equivalent required
Salary Range
$55,000 - $62,000
About Key Mortgage Services
When you show your people some love, good things happen. As an independent, family-owned business, Key Mortgage feels like a big family because that's exactly what we are. Our secret is we invest in our people, and they keep getting better - so our company does, too. Support starts on day one, so you can focus on what's most important - delivering the highest quality home financing services to our customers. At Key Mortgage, we've got your back.
Benefits
PTO
VTO
Medical
Dental
Vision
401k matching
Auto-ApplyAnalyst, Corporate Actions - Delaware
Wilmington, DE jobs
**About this role** BlackRock's business is investing on behalf of our clients, from large institutions to parents and grandparents, doctors and teachers who entrust their savings to us. We are committed to our clients-period. Our promise is to offer them the clearest thinking about what to do with their money and the products and services they need to secure a better financial future. That's why investors of all kinds have made us the world's largest asset manager, entrusting us with trillions of dollars, and its why companies, institutions and global governments come to us for help meeting their biggest financial challenges.
Are you an investment operations professional searching for a rewarding opportunity to join a world-class asset manager? If you pride yourself on building positive relationships and being part of a hardworking team with elevated performance, look no further! BlackRock is pursuing an Analyst within Corporate Actions to join our high-performing team. You will benefit from our team who recognizes that strength comes from diversity, and will embrace your skills, enthusiasm, and passion!
Our Global Corporate Actions team has primary operating centers in Edinburgh, Delaware, Gurgaon and Singapore. Our objective is to lead and provide a world-class Corporate Action service through the application of governance and controls crafted to mitigate risk to the Firm and our Clients. We operate as a single, global entity built around a robust "pass-the-book" philosophy. This allows the effective and controlled transition of workload across our primary locations and enables us to have a good night's rest!
As an Analyst, you will provide quality service for Corporate Actions following our standard operating procedures. This reduces risk to our clients and the firm. This is a multi-functional role where the team will manage end to end Corporate Actions' event through the entire event lifecycle. You will serve as a liaison with BlackRock's Global Custodian network and work on BlackRock's proprietary operating platform, Aladdin, where there are multiple of applications including the Corporate Actions Manager (CAM).
**Responsibilities:**
+ Ensure that mandatory corporate action and dividend events across markets and asset types (equities, fixed income and derivatives) are captured, validated and updated in Aladdin.
+ Ensure that corporate action entitlements are processing accurately via quality control and market valuation impact check.
+ Perform corporate actions entitlement reconciliation and resolve stock and cash exceptions.
+ Adhere to procedures and daily controls and work together as a team to complete daily deliverables.
+ Support the global "Pass The Book" strategy and partner with global colleagues to identify guideline in BlackRock's processes and drive consistency.
+ Manage queries received from both internal and external stakeholders.
+ Escalate all material risk items and service issues to the senior management on a timely basis.
+ Work closely with business partners including other Investment Operations teams to ensure an efficient and effective workflow and adopt a 'One BlackRock' approach to problem solving.
+ Be a Student of the Market by maintain awareness of industry developments and how they impact BlackRock.
+ Participate in local, regional, and global projects/testing.
**Experience**
+ Bachelor's degree in related field (Masters in Finance)
+ 0-3 years' experience in a Corporate Actions or an Investment Operations-related position in Global Custody
+ Strong analytical and problem-solving skills.
+ Strong risk mitigation attitude: ability to apply judgement as to when to raise issues.
+ Excellent communication skills (written and verbal) to work directly with clients and across all levels of staff and management.
+ Ability to work effectively in a dynamic environment.
+ Focus on continuous improvement and process innovation.
+ Data Analytics skills preferred; coding knowledge (VBA,SQL, PYTHON, RPA) will be a plus .
For Wilmington, DE Only the salary range for this position is USD$66,500.00 - USD$85,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
Commercial Collector (Remote)
Rosemont, IL jobs
We are a Commercial Collection agency in business for over 50 years with national and international clients. AFM is a leading commercial collection agency dedicated to providing exceptional debt recovery services. We pride ourselves on our professional approach and commitment to achieving the best results for our clients.
AFM is looking for a highly motivated and detail-oriented Commercial Collector to join our team. The ideal candidate will be responsible for managing and collecting outstanding debts from clients in the Commercial sector.
Skills:
Good written, verbal, listening and phone communications skills
Problem solving and negotiation skills
General computer skills with the ability to type
Ability to work in a fast-paced environment
Ability to maintain composure with difficult debtors
Ability to handle a high-volume inventory
Key Responsibilities:
Make a high-volume amount of calls to business debtors to recover payment on delinquent accounts
Accept payment by credit card, check by phone/fax/email
Negotiate settlement within prescribed guidelines
Provide account updates to clients as needed
Locate businesses and individual owners through skip tracing techniques
Meet and exceed monthly recovery goals
Qualifications:
Proven experience in debt collection, preferably in the Commercial sector.
Strong negotiation and communication skills.
Ability to handle difficult conversations and remain professional under pressure.
Proficiency in using collection software and Microsoft Office Suite.
Benefits:
Competitive salary and performance-based bonuses
Health, dental, and vision insurance
Flexible paid time off and holidays
Short-term disability
Life insurance
AD&D insurance
Experienced Trader
Chicago, IL jobs
Full-time Description
XR Trading is a proprietary trading firm with employees in the Netherlands, Singapore, UK and US. XR participates in a wide variety of marketplaces including global futures, equities, commodities, options, fixed income, and cryptocurrencies. Our culture emphasizes teamwork and focuses on continuous integration and test-driven development.
We embrace opportunistic hiring by welcoming exceptional talent even when a specific role may not be open. If you are highly skilled, motivated, and eager to contribute, we encourage applicants to apply so we can explore potential opportunities within XR Trading.
Job Function & Responsibilities
We are seeking a talented and self-motivated Experienced Trader to join our growing trading team
The ideal candidate is willing to develop new trading strategies utilizing our proprietary software, as well as customize our current trading strategies
Location
Work location is generally flexible and subject to approval
Education
Bachelor's degree in a technical area such as electrical engineering or computer science
Preferred Experience & Skills
Preference to those with the ability to do light programming work using multi-dimensional arrays, nested loops, complex conditionals and simple file I/O
Preference to those who are fluent in C++ and/or Python
Strong mathematical aptitude
Values teamwork and is capable of thinking independently
Can communicate effectively while under pressure
Can adapt to changing situations with ease
5+ years working experience of high volume trading
Has demonstrated the ability to use sound judgment while trading
Proven ability to develop new, profitable trading strategies
Please note: only individuals whose qualifications match our current needs will be contacted for further screening and/or interviews. XR Trading does not hire candidates who are currently on a student visa or who now or in the future will require XR to sponsor them for employment visa. Thank you for your interest in XR Trading!
Below is the expected base salary range for this position. This position is also eligible for an annual discretionary bonus as additional compensation as well as company benefits listed below.
Base Salary Range
$135,000 - $185,000 USD
XR's Company Benefits Package
100% Employer-Paid
Medical Coverage
Dental Coverage
Health Savings Account
$50,000 Life Insurance Policy
Short-term Disability Insurance
Long-term Disability Insurance
Employee Assistance Program
Flexible Spending Accounts
Dental
Vision
401(k) Retirement Savings Plan
XR matches 50 cents to every dollar employee contributes
Pre-tax Transit Benefits
$50 stipend for each month
Annual reimbursement for bike sharing programs
Paid Time Off
Generous Annual Vacation and Sick Time
Maternity, Paternity and Adoptive Parent Leave
Continued Education
Tuition Reimbursement for relevant Undergraduate and Graduate School
100% reimbursement for successful completion of qualifying Certificate Programs, CFA Exams, and Single Courses
Anniversary Program
5 Years of Employment: 2 additional PTO days and a long-weekend trip for two to a local resort of your choice
10 & 20 Years of Employment: 6-Week Paid Sabbatical
15 Years of Employment: 3 additional PTO days and a long-weekend trip for two to a global destination of your choice
Other XR Perks
Option to Work Fully Remote
Regularly Scheduled Company Sponsored Lunch
Access to Building Gym
Regular Corporate Events
Book Club
XR Super Week
Mortgage Closer - Remote Opportunity
Decatur, IL jobs
Town and Country Bank is seeking a Mortgage Closer with at least two years of experience to join our team. The Mortgage Closer manages mortgage production closing documents, including reconciling of HUD-1 and all closing documents and closing conditions to meet investor and/or bank guidelines while supporting the organizational focus to empower the financial well-being of our communities, one person at a time. This position may be worked out of one of our branch locations in Illinois or can be remote.
ABOUT US:
At Town and Country our mission is to empower the financial well-being of our communities, one person at a time.
The culture at Town and Country is built on our shared core values - Teamwork, Achievement, Passion and Positive Thinking. Teamwork means we work together to achieve a common purpose. Achievement means we are results-oriented and achieve success by reaching and exceeding our goals. Positive thinking means we exhibit a positive attitude and strive to maintain an upbeat and fun work environment. Passion means we love what we do and understand the importance of our role in relation to the direction and purpose of the organization. We hire, review, reward, and recognize our teammates based on these characteristics, so it's important that you share these values in order to be part of our team.
The Mortgage Closer manages mortgage production closing documents, including reconciling of HUD-1 and all closing documents and closing conditions to meet investor and/or bank guidelines while supporting the organizational focus to empower the financial well-being of our communities, one person at a time. Embraces and upholds Town and Country's core values of teamwork, achievement, passion and positive thinking.
ESSENTIAL FUNCTIONS AND DUTIES:
· Prepares closing documents for compliance, accuracy and timeliness
· Ensures we maintain appropriate lien position and lien perfection
· Reviews docs for final compliance with regulatory requirements related to closing documentation
· Ensures timely disbursements and balancing of loan transactions
· Builds relationships with processors, loan originators, and underwriters to ensure all purchase and refinance transactions are closed in compliance with purchase contract timelines and /or rate locks expiration.
· Completes data integrity check to ensure all closing conditions are met
· Performs other job-related duties and special projects as assigned.
QUALIFICATIONS:
· Ability to create closing packages (including but not limited to: HUD-1, Mortgage, Note, final compliance and credit documentation).
· Minimum two years experience as Title or Mortgage Closer.
· Excellent organizational skills with extreme attention to detail.
· Ability to work under deadline and under pressure.
· Excellent communication skills required.
· Strong knowledge of computers and imaging systems but also Microsoft Office applications.
EDUCATION:
· Minimum of Associates Degree in related field or equivalent experience.
Auto-Apply