FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Being an actuary requires a unique blend of aptitude for detail-oriented analysis, high-level problem solving, and healthy communication skills.
At FuturePlan by Ascensus, we consult on Defined Benefit and Healthcare plans. Both require a great deal of effort and knowledge to administer. Each plan is unique and can have thousands of participants, each with individual data and needs.
Ascensus is dedicated to maximizing the potential of our greatest asset - our employees. Our summer internship program is designed to allow you to experience your prospective career path. You will be involved in the same projects as our actuaries. You will learn actuarial techniques, how to best communicate your work to others, how to research various issues related to the industry, and other skills needed to begin a successful actuarial career.
***This internship is for the summer of 2026. Applications will not be reviewed until the October - November time frame***
Responsibilities:
Develop a strong understanding of benefit plan operations across a variety of clients and designs
Apply analytical skills to prepare and review individual benefit calculations
Organize and analyze participant data, checking for inconsistencies and identifying next steps
Learn to interpret plan documents - a legal document which governs the administration of the plan
Assist with special projects, such as plan terminations, lump sum windows, and software conversions
Analyze and improve internal processes and procedures to increase accuracy, consistency, and efficiency
Consult with clients regarding benefit administration, including regulations, plan documents, data, and calculations
Ascensus's paid Internship Program includes SOA exam fees and materials.
Requirements:
Pursuing a Bachelor's degree in Mathematics, Statistics, Economics or Actuarial Science
Proficiency in Microsoft Office Excel
Strong mathematics skills, analytical and problem solving skills.
Ability to think strategically by innovating, initiating and understanding how one's work connects to others. Ability to plan and prioritize work towards the achievement of personal and corporate objectives.
Proven ability to collaborate and build relationships.
Society of Actuaries (SOA) examinations success preferred, but not required
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
$59k-84k yearly est. Auto-Apply 60d+ ago
Looking for a job?
Let Zippia find it for you.
Business Banking Relationship Manager I
First Merchants Brand 4.5
Indianapolis, IN job
First Merchants Bank is seeking a Business Banking Relationship Manager I to join our team! This position will effectively carry out the relationship management process by providing responsive customer service to a large commercial base, growing market share, broadening revenue mix, retaining customers, and managing portfolios.
As part of this role, you will:
Provide exceptional customer service to a substantial portfolio of commercial clients; be responsive, knowledgeable and exceed customer expectations.
Expand revenue opportunities with existing client portfolios, including new credit, deposit, and Treasury Management services.
Serve as primary point of contact for new business referral opportunities from the Consumer Banking Centers and other bank partners.
Continually monitor current loans and customer's credit profile to ensure complete conformity with terms.
Ensure current credit and financial information is obtained as needed and/or that collateral is adequate.
Review financials with customers and provide expert advice as necessary.
Direct accountability for loss prevention; determine necessary action to be taken on all loans, includes resolving marginal and delinquent loans.
Remain cognizant of developing trends.
Extend credit within assigned limits to commercial customers.
Interview applicants and obtain information concerning their business needs, abilities and earnings, and assess credit risk.
Obtain and analyze pertinent financial data or appraise the adequacy of collateral pledged.
In order to be successful in this position, we require the following:
Bachelor's degree OR Associate's Degree/two (2) years of college + two (2) years of related work/military experience OR four (4) years of related work/military experience (plus any additional required experience listed below).
A minimum of one (1) year of commercial banking experience.
The following would be a plus:
Master's degree in business administration (MBA).
Credit analyst experience.
First Merchants offers the following:
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing bank for our clients, teammates, and shareholders.
Our Team:
We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging.
Apply today to begin your career with us!
$56k-71k yearly est. 12d ago
Community Home Lending Officer
First Merchants Bank 4.5
Indianapolis, IN job
Job Description
As part of this role you will:
Develop new business by cultivating CRA/LMI prospects and referral contacts (realtors, builders, teammate referrals, community partners and personal contacts).
Advise prospects and customers concerning home loan products and process.
Interview and take loan applications including the analysis of financial data and delivery of loan packages.
Maintain knowledge of available loan products, processing, underwriting and escalation of exception procedures.
Provide high level of customer service.
Conduct and coordinate homebuyer-training seminars for CRA potential applicants.
Participate in community affairs to increase FMB's visibility and enhance new business opportunities.
To be successful in this position, we require the following:
High school diploma or equivalent (GED).
Two (2) plus years in mortgage lending, consumer lending, credit counseling or homeownership counseling.
The following would be a plus:
Understanding of conventional and/or government lending guidelines.
Understanding of residential first time home buyer processing, underwriting and closing process.
Experience presenting financial education workshops with a focus on low and moderate income and minority neighborhoods.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$29k-35k yearly est. 15d ago
Customer Care Specialist I
First Merchants Corporation 4.5
Daleville, IN job
First Merchants Bank is seeking a Customer Care Specialist I to join our team! This position will be a high performing and knowledgeable team member who can identify and respond to the customer's needs and provide an experience that exceeds the customer's expectations.
Essential Duties and Responsibilities:
* Handle Customer calls and provide accurate, satisfactory answers to queries and concerns.
* De-escalate situations involving dissatisfied customer, offering patient assistance and support.
* Guide callers through troubleshooting, navigating the company site or using the company's products and services.
* Review customer or client accounts and provide updates and information about a variety of subjects.
* Collaborate with other team members and leadership to improve customer service.
* Actively participate in a whole bank sales initiatives by seeking opportunities to cross-sell bank products, make customer referrals in response to identified customer needs and other activities to support scorecard goals.
* Utilize the system to proactively recommend prompted products and service to the customer.
* Be knowledgeable of all bank products and support the whole bank by making partner referrals.
* Exhibit strong customer service skills and professionalism including:
* Strong communication, both written and verbal.
* Great active listening skills.
* Exceptional interpersonal and rapport building skills.
* A patient and empathetic attitude.
* Strong time management and organizational skills.
* Adaptability and flexibility.
* Comfortable working in a fast-paced environment.
* Strong computer literacy and phone skills.
To be successful in this position, we require the following:
* High school diploma or equivalent (GED).
* One (1) year of experience in a customer service role.
Preferred Requirements:
* Experience in banking or financial services.
First Merchants offers the following:
* Base Pay PLUS Bonuses
* Medical, Dental and Vision Insurance
* 401k
* Health Savings and Flexible Spending Accounts
* Vacation/Sick Time
* Paid Holidays
* Paid Parental Leave
* Tuition Reimbursement
* Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$28k-31k yearly est. 30d ago
Lead Commercial Client Support Specialist
First Merchants Brand 4.5
Indianapolis, IN job
First Merchants Bank is seeking a Lead Commercial Client Support Specialist to join our team! This position serves a critical role as a leader for a team of specialist partners on the Commercial Banking team by driving the successful processing of commercial loan requests and actively supporting portfolio management. Deliver high-impact customer service by efficiently resolving client needs with precision and urgency, ensuring a seamless banking experience. Mitigate operational and reputational risk through strict compliance with established procedures and regulatory standards. Proactively identify and address portfolio needs, contributing to team efficiency and client satisfaction. Actively participate in the initial training, ongoing training and mentorship of Commercial …Support Specialists. To thrive in this role, one must demonstrate adaptability in a dynamic workflow, excel at learning quickly in a fast-paced environment, manage multiple priorities with confidence and consistency, and possess strong leadership skills - ultimately supporting the growth and success of the Commercial support team and the bank's ability to grow market share.
Essential Duties and Responsibilities:
Lead Commercial Client Support Specialist will perform duties of Commercial Client Support Specialist and Senior Commercial Client Support Specialist in addition to the following:
Back up the Manager, Commercial Client Support with reporting, facilitating and participating in meetings and touchbases, and problem resolution.
Train and mentor Commercial Client Support Specialists and Senior Commercial Client Support Specialists.
Participate in or Lead special projects as assigned by Manager, Commercial Client Support.
Coordinate, monitor, and manage duties for assigned region.
Monitor portfolio information to minimize delinquencies, exceptions, and customer impact issues.
Meet with Relationship Managers and contact clients to assist with collection of items needed and problem resolution.
Support commercial sales team to ensure current credit and financial information is obtained as needed and collateral is adequate (loan portfolio exceptions, insurance, and exception tracking).
Monitor loan maturity dates within the portfolio and discuss renewal strategy with individual RM; work with CA to initiate renewal process (upcoming maturities).
Track past due loans and work with RM to rectify loan delinquencies (delinquent loans).
Oversee timely completion of annual review and loan covenant/trigger testing (annual reviews, borrowing base and covenant test monitoring).
Provide support to assigned region for general customer service and loan requests/payments/inquiries.
Review procedures periodically to ensure accurate documentation of processes.
Ensure bank reporting tools are utilized for reporting progress of the region.
Serve as lead to proactively identify processes to increase the efficiency and scalability of the line of business.
To be successful in this position, we require the following:
High school diploma or equivalent (GED).
Minimum of three (3) years in a Commercial Client Support role or three (3) years related experience in commercial loan processing, operations, or portfolio support.
Notary Public Designation
The following would be a plus:
In depth understanding of banking regulations and compliance-related areas such as KYC, OFAC, and CIP
Experience with banking terminology, commercial lending processes, loan funding
Strong analytical and organizational skills, attention to detail, and time management
Excellent verbal and written communication skills
Proven ability to work independently and multi-task while maintaining collaborative relationships with internal departments
Working knowledge of commercial loan structures and related due diligence
Proven ability to successfully support complex commercial loans and commercial relationships
Working knowledge of Horizon core banking and other FIS applications
Superior knowledge of Microsoft Office (Word, Excel, Outlook, Teams)
Experience Leading, Mentoring, or Training a team of professionals
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$29k-33k yearly est. 15d ago
Senior Wealth Manager
First Merchants Brand 4.5
Indianapolis, IN job
First Merchants Bank is seeking a Senior Wealth Manager to join our team! The Senior Wealth Manager requires the ability to deliver comprehensive financial advice and planning to clients and prospects. This individual will collaborate with other team members and clients' external advisors to execute, monitor and adjust plans according to clients' needs. This individual will be responsible for retaining or attaining the status of collaborative center-point for assigned clients through a comprehensive approach, including financial planning, wealth transfer and tax strategies, and in some instances administration of trusts, estate planning and settlement along with other fiduciary duties. The position will also be responsible for retention and expansion of existing relationships and the development of new wealth management business, focusing on Whole Bank Delivery to meet clients' needs. The Senior Wealth Manager may serve as an informal mentor and local subject matter expert to Wealth Managers and Associate Wealth Managers.
Essential Duties and Responsibilities:
Ability to provide comprehensive financial advice to sophisticated and/or sensitive Private Wealth relationships
Uphold and advise relationships based upon fiduciary administrative standards
Develop new business and confer with potential customers
Develop relationships with client's other advisors such as attorneys, advisors, consultants, and other financial services providers; become the collaborative center point to provide comprehensive planning and advice
Make recommendations to leadership concerning matters on pricing, operations, and overall relationship enhancement opportunities
Serve as the local mentor for financial planning guidance
Engage in professional development through continuing education, seminars, conferences and related training to promote skill growth and to maintain certifications within guidelines as established by management
Ensure compliance with federal, local and company policies and procedures
Participate in or serve on department and/or bank committees
Complete other assignments and/or projects as directed by management
In order to be successful in this position, we require the following:
Bachelor's degree in finance, accounting, management or a related field
A minimum of five (5) years of experience in a wealth manager, financial planner or equivalent role
The following would be a plus:
Graduate degree in a business-related field or Juris Doctorate (JD)
Industry related certification(s) i.e. Certified Financial Planner, Certified Wealth Strategist or other recognized designation(s)
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$76k-99k yearly est. 19d ago
Business Banking Underwriter I
First Merchants Bank 4.5
Indianapolis, IN job
Job Description
First Merchants Bank is seeking a Business Banking Underwriter I to join our team! This position will provide credit risk assessment support.
Essential Duties and Responsibilities:
Review credit data to evaluate the Business Banking Center's most complex commercial loan requests in order to approve or deny applications within individual lending authority.
Analyze sources of financial information, such as tax returns, financial statements, credit bureaus, and other sources.
Order and review appraisals, evaluations and environmental assessments.
Review and recommend proper structure for commercial loans based on financial strength and loan purpose.
Complete trigger database business banking monitoring:
Spread and review financial data
Assist in management of database
Review triggers generated for validity
Request financial information where needed
Report concerns to management and Business Banking and/or Relationship Managers.
Complete assigned reports.
Assist Business Banking Credit Manager as needed.
Complete compliance and assigned training and development.
Attend and participate in department and policy meetings as requested.
Establish and maintain good working relationship with Business Banking Officers.
Attend sales calls with Business Banking Officers as requested.
To be successful in this position, we require the following:
Bachelor's degree in accounting, finance, business or related field of study.
Two (2) years of analytical or related experience.
The following would be a plus:
Training in OMEGA, RMA or other commercial lending courses.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$29k-35k yearly est. 22d ago
Accounting Associate I
First Merchants Brand 4.5
Muncie, IN job
First Merchants Bank is seeking an Accounting Associate I to join our team! This position will perform accounting functions, research and process various transactions.
Essential Duties and Responsibilities:
Prepare reconciliations for loan and deposit system accounts, Federal Reserve Bank, correspondent accounts, and various other accounts as assigned. Identify and research out of balance transactions and resolve.
Prepare reconciliation dashboard reporting to Operations and other departments.
Assist the Accounting team as needed with daily, weekly or monthly duties.
Provide support to management on assigned projects.
Verify daily Bank Control Record (BCR) reports to supporting documents to make sure all system changes were authorized and correctly changed in the system.
Submit 945 taxes semi-weekly.
To be successful in this position, we require the following:
High school diploma or equivalent (GED).
A minimum of three (3) years of accounting, bookkeeping or related experience.
The following would be a plus:
Prior banking experience.
Associate's degree in accounting, finance or related field.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$28k-33k yearly est. 1d ago
Secured Credit Operations Analyst
First Merchants Bank 4.5
Plainfield, IN job
Job Description
First Merchants Bank is seeking a Secured Credit Operations Analyst to join our team! This position will carry out operational tasks related to secured credit delivery within the commercial banking portfolio.
As part of this role you will:
Secured Credit tasks:
Exercise judgement for the approval or denial of draw requests. Approve daily draws and ensure backup processing in the event of an absence.
Develop flow of funds documents and identify accounts needed for proper ABL monitoring.
Create and maintain a working file for each followed account, containing relevant loan documents, customer information and collateral information.
Review collateral and borrowing base reports. Validate the calculation of borrowing availability by analyzing accounts receivable, accounts payable and inventory as appropriate. Communicate line availability to loan services and account managers.
Communicate over advances and other significant issues to management and participate in the resolution of such problems.
Explain and communicate secured credit function and daily operations to customers.
Provide trend reporting and analysis as requested and provide a weekly portfolio availability report.
Interface with clients as needed for questions and resolution of issues on draws and availability.
Letters of Credit tasks:
Monitor documentary collections, commercial letters and standby letters of credit.
Monitor and manage the upcoming letter of credit expiration, auto-renewal and cancellation process.
Provide consultation to RM/CA on information needed for FMB issued standby, international standby and commercial letters of credit.
Establish and set-up/track FMB customer's utilizing our correspondent to issue international letters of credit.
Knowledge of documentary collections process for import or export.
Provide timely and accurate customer service in a professional manner.
Serve as backup for other cross-functional operating units within Credit.
Complete compliance and assigned training and development.
In order to be successful in this position, we require the following:
High School Diploma or equivalent (GED).
A minimum of one (1) year of related analytical or banking experience.
The following would be a plus:
Bachelor's degree.
Secured credit, StuckyNet system, commercial credit analysis or letters of credit domestic or international is preferred.
Proficient use of MS Office products including Word, Outlook and Excel.
Adobe Acrobat experience and the ability to learn job-related software.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$41k-48k yearly est. 2d ago
Marketing Analytics Insights & Reporting Manager
First Merchants Brand 4.5
Indianapolis, IN job
First Merchants Bank is seeking a Marketing Analytics Insights & Reporting Manager to join our team! The Marketing Analytics, Insights & Reporting Manager leads the consolidation of marketing data across platforms to tell clear, actionable data stories that accelerate decision-making, demonstrate progress against KPIs, and close the loop on customer feedback. The role integrates performance analytics (web, social, email/SMS, SEO/SEM, paid media), campaign measurement, and Voice of Customer (VoC) insights to guide strategy, optimize spend, and inform experience improvements-including partnering closely with UX to share behavioral and attitudinal insights.
This role blends descriptive, diagnostic, and predictive analytics with benchmarking to communicate what happened, why it matters, and what to do next-core expectations highlighted in current marketing analytics role guidance. It also stands up a scalable VoC practice (collection, analysis, and actioning of feedback from surveys, reviews, support interactions, social listening) to inform roadmap and retention efforts.
Essential Duties & Responsibilities:
Consolidate and normalize marketing data from web analytics, social platforms, email/SMS, SEO/SEM, paid media, and CRM to establish a single source of truth for performance reporting and optimization.
Define and maintain the KPI framework and benchmarks for brand, demand, lifecycle, and experience metrics; tie measures to business outcomes and OKRs in partnership with Marketing and Finance/FP&A.
Build and maintain executive and team-level dashboards and reports (weekly/monthly/QBR) and apply data-storytelling techniques so stakeholders quickly grasp what/so-what/now-what.
Stand up/run a VoC program aggregating solicited and unsolicited feedback (CSAT/NPS/CES, in-app/site feedback, product reviews, social listening, service transcripts). Apply sentiment/topic analysis to reveal loyalty drivers and friction.
Operationalize closed-loop feedback with Marketing, UX, Product, and Service; size impact, recommend fixes, and track adoption and outcomes.
Create measurement plans, event schemas, and UTM/naming standards; ensure full-funnel tracking for always-on and campaign activity across paid/owned/earned. (Design the stack recognizing that no single tool covers all analytics needs.)
Deliver pre/post analyses, A/B and incrementality testing, and contribution/attribution reads to quantify ROI/ROAS and inform budget reallocation. Communicate findings using storytelling best practices.
Partner with UX to share behavioral insights (funnels, heatmaps, session replays) and VoC themes that shape hypotheses, experiments, and design priorities.
Collaborate with Finance/FP&A to connect marketing investments to growth, acquisition, retention, and relationship deepening; align on forecasting and performance narratives for leadership.
Work with Marketing Ops/IT/Data to govern data quality, documentation (data dictionary), and access/controls; ensure reporting is accurate, timely, and compliant.
Evaluate and advise on analytics/VoC and martech tools, integrations, and roadmaps; lead light vendor management and pilots as needed.
Coach marketers on interpreting dashboards and applying insights; run recurring insights reviews and share best practices for data storytelling to drive adoption and action.
Champion privacy-aware measurement and ethical use of data in collaboration with Legal/Compliance.
To be successful in this position, we require the following:
Bachelor's degree in marketing, analytics, statistics, business, computer science, or related field
A minimum of (5) years of hands-on experience in marketing analytics/insights/reporting with measurable impact on channel optimization and campaign ROI.
The following would be a plus:
Excellent written and verbal communication skills
Strong analytical and problem-solving abilities with the ability to distill complex information into actionable insights
Commitment to the mission and values of the organization
High degree of integrity, discretion, and professionalism
Collaborative and team-oriented approach to partnerships
Ability to work independently and thrive in dynamic, fast-paced environments
Empathetic and mission-driven, prioritizing relationships built on respect and compassion
Demonstrated exceptional organizational, time management, and attention to detail
Demonstrated ability to consolidate data across web analytics, SEO/SEM, paid media, social, email/SMS, and CRM; fluency working across multiple tools/platforms
Proficiency in dashboarding/visualization (e.g., Power BI) and data storytelling; working SQL/data transformation skills preferred
Experience standing up or contributing to VoC programs (survey design, text/sentiment analysis, social listening, closed-loop actioning)
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$51k-61k yearly est. 53d ago
Bank Protection Fraud Specialist I
First Merchants Brand 4.5
Greenwood, IN job
First Merchants Bank is seeking a Bank Protection Fraud Specialist I to join our team! This position performs daily fraud prevention reviews utilizing multiple technology platforms to mitigate fraud exposure for customers and bank. Provide support during incidence responses to ensure timely countermeasures and mitigants are enacted. Assist in fraud case management and work with Bank Protection Management as needed.
Essential Duties & Responsibilities:
Demonstrates a basic understanding of fraudulent item identification, financial scams, account compromise, and gains proficiency in the processes used to investigate them.
Review, identify, and investigate fraud committed through electronic/technology channels. These include:
Wires
Remote Deposit Capture
Mobile Deposit Capture
Check and Kite
Online Banking
Falcon Alerts
Debit Card disputes
Works with, and refers more complex cases to, Fraud Investigations team for resolution.
Utilizing the Case Management software, opens fraud cases, provides a clear and concise narrative of the event, updates the case, and assists the lead Investigator as needed.
Interviews and communicates with bank clients regarding potential/actual fraud perpetrated on their accounts and how to avoid fraud in the future.
Communicates and collaborates with consumer and business bankers on fraud identification and mitigations.
Answer the 2-SAFE Hotline and respond to fraud questions, provide assistance, and guidance to bank personnel for all fraud situations.
To be successful in this position, we require the following:
High school diploma or equivalent (GED).
A minimum of one (1) year of banking experience, or direct experience in fraud and/or criminology.
The following would be a plus:
Associates degree in criminology.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$27k-30k yearly est. 39d ago
Client Relationship Representative (Part time 20-24 hours)
First Merchants Bank 4.5
Morgantown, IN job
Job Description
First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Part Time to join our team! This part-time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so you can exceed personal sales and service goals while delivering a meaningful customer experience.
As part of this role, you will:
Provide excellent customer service by:
Responding to customer requests for banking transactions.
Answering customer inquiries and problems with solutions that meet the customer's current needs.
Continually building customer loyalty and customer advocates.
Contribute to overall banking center operation by:
Balance cash, daily transactions, vault and ATM.
Understanding and ensuring compliance, regulations and reporting.
Following information security policy and verification procedures to protect customer privacy.
Assist with opening and/or closing banking center.
Actively participate in a high performing sales environment by:
Selling bank products, making customer referrals and other activities to support the goals.
Knowing about all bank products.
Participating in daily/weekly meetings and coaching sessions.
Lead and act as an example to others by:
Training, coaching, and guiding staff with operational and sales skills.
Attending and/or completing applicable and required training sessions.
Actively participating in leading the sales and service activities at the Banking Center.
Assisting in banking center operations and ensure policies and procedures are followed.
To be successful in this position, we require the following:
High School Diploma or Equivalent.
Minimum of 6 (six) months of experience selling products or services.
Minimum of 1 (one) year of sales, banking and/or related experience.
S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). This must be met within 3 (three) months of hire date.
Ability to obtain Notary Public designation.
Ability to multi-task in a fast-paced environment.
In-depth knowledge of products/services offered by the bank (all lines of business).
The following would be a plus:
Prior banking experience.
Ability to sell and cross-sell bank products and services.
First Merchants offers the following:
Base Pay PLUS Bonuses
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$35k-40k yearly est. 6d ago
Commercial Collateral Operations Specialist
First Merchants Bank 4.5
Daleville, IN job
Job Description
First Merchants Bank is seeking a Commercial Collateral Operations Specialist to join our team! As a service provider to First Merchants Bank's internal and external customer base, our core goal is to support our company's mission of being the most attentive, knowledgeable, and high-performing bank for our clients, teammates, and shareholders. This includes performing a range of commercial collateral requests to support our customers, lines of businesses and our internal department. All tasks are to be performed timely and with accuracy in accordance with Regulatory requirements and departmental procedures. To be successful in this position, one should have a flexibility to shift responsibilities if needed in your daily workflow, be a quick learner, and a seasoned multi-tasker.
As part of this role you would:
Research commercial loans to identify collateral to be released by reviewing the proper supporting documents and verifying the MAP Authority of the submitter.
Review and process commercial collateral requests with accuracy and in a timely manner in accordance with regulatory requirements and within our SLA (service level agreement).
Daily assist the team by working within our commercial collateral mailbox to process commercial collateral requests and respond to questions.
Prepare commercial collateral releases for recording, filing, terminating, and discharging commercial collateral.
Responsible for indexing and imaging supporting commercial documents into OnBase.
Process incoming commercial workflow packets.
Perform an audit of the stock and bond portfolio on a semiannual basis.
Interact with commercial customers and lines of businesses on escalated matters to help correct and provide a resolution.
Actively participate in team and department meetings, discussions, special projects, and strategy sessions to support the commercial operations department as a whole.
Complete workflow and performance logs daily.
Provide backup support for the department and the team as needed.
In order to be successful in this position, we require the following:
High school diploma or equivalent (GED).
A minimum of two (2) years of commercial collateral, commercial loans, commercial documentation, or related commercial experience.
The following would be a plus:
3 to 5 years of commercial collateral, commercial loan, or commercial documentation experience.
Working knowledge with Horizon core banking system, OnBase system, Simplifile recording system, and Wolters Kluwer Solutions.
Proficiency in Microsoft Office with Strong Excel skills.
Experience using various government entity recording sites, such as state and local municipalities.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$30k-34k yearly est. 2d ago
Horizon Core Loan Systems & Conversion Analyst
First Merchants Brand 4.5
Daleville, IN job
First Merchants Bank is seeking a Systems & Conversion Analyst to join our team! This full-time position will ensure assigned core banking application systems bring the expected business value, operate reliably, and support organizational growth. They will provide subject matter business analysis and technical support services that ensure products, processes, data conversion, reports and other operational needs are met.
As part of this role you will:
Provide support of assigned core banking application system by troubleshooting technical assistance requests received through internal ticketing system in accordance with SLA standards.
Perform core banking system parameter changes while following Change Management and/or SOX standards. Design and test new and existing product parameters, system functionality and/or configuration, and notices/letters and statements.
Assist in monitoring application updates and new releases from vendors, ensuring custom programming remains intact. Review and understand vendor client bulletins and release updates. Complete system and regression testing and support user testing, to deliver high quality release package implementation.
Coordinate, conduct, and/or participate in regular meetings to communicate and provide proper interpretation of system changes and/or configurations, including changes in policy and procedure, ensuring changes comply with applicable regulatory requirements.
Assist in troubleshooting application and user issues in core banking system, reaching out to application vendor as needed for resolution. Document, report, and resolve system failures. Create and participate in event assessments involving assigned core banking applications.
Use application system data through SQL or application system query as requested through information request, projects, audits, etc. to fulfill any custom reporting needs not directly available through the core banking system.
Build, create and execute extract files from core banking system data for third party vendor requests.
Participate in projects to help define system scope and objectives through research and understanding of core banking system while considering system or operational limitations to achieve desired outcome.
Develop testing strategies and execute test plan to mitigate deployment risk. Identify issues and escalate/manage resolution as required. Recommend preferred solutions.
Create automation using Nintex bots. Complete system and regression testing and support user testing to deliver high quality, fully automated bot.
Gather and assess requirements for software utilization through data analysis, core parameter review and completion of questionnaires.
Create core data field mapping and transaction workflow documents to form the technical specifications for the integration to be shared with vendors and programmers, and others as appropriate to ensure successful conversion.
To be successful in this position, we require the following:
High School Diploma or equivalent (HSE/GED)
A minimum of three (3) years of deposit or loan servicing, operations, line of business or similar experience in the financial services industry.
The following would be a plus:
Bachelor's degree in computer science, information systems or related field of study.
Similar experience supporting core Deposit or loan servicing systems (FIS, Fiserv, CSI, Jack Henry, etc.).
Commercial bank operations and servicing experience supporting FIS Horizon Deposit or Loan system.
Working knowledge of SQL or other reporting technology.
Experience creating and supporting RPA automation.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$74k-91k yearly est. 60d+ ago
Commercial Loan Servicing Specialist
First Merchants Brand 4.5
Daleville, IN job
First Merchants Bank is seeking a Commercial Loan Servicing Specialist to join our team! This position will perform a variety of maintenance and transactions to service and support Commercial Loans. Tasks are to be performed in a timely and accurate manner as deemed critical in accordance with Regulatory requirements and departmental procedures. To be successful in this position, one should be flexible with regards to tasks assigned and be willing to learn multiple tasks as needed.
As part of this role you will:
Support the commercial loan sales team by extending the FMB mission through responsiveness to internal business partner phone calls, emails and other communication request methods in a professional, thorough, accurate and timely manner.
Complete commercial loan maintenance submitted via Workflow or other authorized channels escalating the issue or resolution when necessary.
Process loan transactions for payments, payoffs, exceptions, reversals, escrows, and corrections, etc.
Provide backup support for department wire transfer processing, transaction entry approval, loan history research.
Assist with testing Core Processing system enhancements.
Participate in special projects as assigned from Manager.
To be successful in this position, we require the following:
High school diploma or equivalent (GED).
Two (2) years of financial service, customer service, or related processing experience.
The following would be a plus:
Prior banking experience.
Experience with Microsoft Outlook, Excel, and Word.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$30k-35k yearly est. 32d ago
Mortgage Banker
First Merchants Bank 4.5
Indianapolis, IN job
Job Description
First Merchants Bank is seeking a Mortgage Banker to join our team! This position will be responsible for handling prospective customer and existing client mortgage needs. This would include initial consultation, gathering and review of financial information and inputting file into our Mortgage Loan Origination System. The Mortgage Banker will be responsible for discussing client's needs, recommending the best loan products, helping customers put together a complete loan package and working with the underwriting team throughout the loan process. Utilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization.
As part of this role you will:
Use referral sources to develop mortgage loan business.
Build and maintain business relationships within the community.
Provide excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting.
Market to and prospect for new referral sources (Realtors, Builders, COI).
Develop new and expand internal and external referral sources to grow business.
To be successful in this position, we require the following:
High school diploma or equivalent (GED).
A minimum of two (2) years of experience self-sourcing leads in a financial services environment.
Ability to transport self to various locations within assigned region.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$24k-27k yearly est. 8d ago
Financial Advisor
First Merchants Bank 4.5
Muncie, IN job
Job Description
First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. Expand client relationships by emphasizing the origination of new business, expanding current business and providing excellent product delivery and service. Recommendations made are consistent with the company's mission statement utilizing an explicit standard of care focusing on the clients best interests.
Essential Duties and Responsibilities:
Coordinate sales appointments, make presentations and complete all necessary paperwork on successful sales; including the deposits into the designated broker/dealer sweep account.
Initiate paperwork involving cancellations, surrenders and/or partial withdrawals.
Maintain effective relationships with financial institution branch personnel in assigned territory; includes facilitating meetings, answering questions and leading training efforts with branch personnel as needed.
Meet activity and production goas as established; includes develop within existing book of business.
Continuously work to establish and enhance existing customer and business referral relationships.
Provide a broad range of investment solutions and products to help meet customer goals and offer in-depth guidance through financial planning services.
Comply with all the rules, regulations and policies of the designated broker/dealer, all state and federal securities regulators and self-regulatory organizations.
Respond timely to client and prospect requests.
Assist in the development of an annual sales plan.
Collaborate with clients to review personal financial goals and provide consultation on investment portfolio.
Process security transactions through the designated broker/dealer as requested by clients.
Maintain proper documentation, paperwork and files as required. Comply with applicable laws and regulations and maintain various compliance files; including advertising, complaints and correspondences.
Participate in civic activities to promote growth and development in the community and a positive image for the bank.
Participate in special projects and perform other responsibilities as required.
To be successful in this position, we require the following:
High School diploma or equivalent (GED).
A minimum of three (3) years of securities sales, annuity sales or related experience.
Valid driver's license.
Series 7, Series 63 and 65 or Series 66 licenses as well as an applicable state insurance license.
The following would be a plus:
Bachelor's degree in finance, accounting or a related banking field.
Willingness to seek and obtain professional designations including but not limited to CFP, CFA, CIMA, AIF, CRC, or CWS.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$35k-44k yearly est. 27d ago
Actuary Intern
Ascensus 4.3
Ascensus job in Indianapolis, IN
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Being an actuary requires a unique blend of aptitude for detail-oriented analysis, high-level problem solving, and healthy communication skills.
At FuturePlan by Ascensus, we consult on Defined Benefit and Healthcare plans. Both require a great deal of effort and knowledge to administer. Each plan is unique and can have thousands of participants, each with individual data and needs.
Ascensus is dedicated to maximizing the potential of our greatest asset - our employees. Our summer internship program is designed to allow you to experience your prospective career path. You will be involved in the same projects as our actuaries. You will learn actuarial techniques, how to best communicate your work to others, how to research various issues related to the industry, and other skills needed to begin a successful actuarial career.
* This internship is for the summer of 2026. Applications will not be reviewed until the October - November time frame*
Responsibilities:
* Develop a strong understanding of benefit plan operations across a variety of clients and designs
* Apply analytical skills to prepare and review individual benefit calculations
* Organize and analyze participant data, checking for inconsistencies and identifying next steps
* Learn to interpret plan documents - a legal document which governs the administration of the plan
* Assist with special projects, such as plan terminations, lump sum windows, and software conversions
* Analyze and improve internal processes and procedures to increase accuracy, consistency, and efficiency
* Consult with clients regarding benefit administration, including regulations, plan documents, data, and calculations
Ascensus's paid Internship Program includes SOA exam fees and materials.
Requirements:
* Pursuing a Bachelor's degree in Mathematics, Statistics, Economics or Actuarial Science
* Proficiency in Microsoft Office Excel
* Strong mathematics skills, analytical and problem solving skills.
* Ability to think strategically by innovating, initiating and understanding how one's work connects to others. Ability to plan and prioritize work towards the achievement of personal and corporate objectives.
* Proven ability to collaborate and build relationships.
* Society of Actuaries (SOA) examinations success preferred, but not required
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$59k-84k yearly est. 60d+ ago
Marketing Analytics Insights & Reporting Manager
First Merchants Bank 4.5
Plainfield, IN job
Job Description
First Merchants Bank is seeking a Marketing Analytics Insights & Reporting Manager to join our team! The Marketing Analytics, Insights & Reporting Manager leads the consolidation of marketing data across platforms to tell clear, actionable data stories that accelerate decision-making, demonstrate progress against KPIs, and close the loop on customer feedback. The role integrates performance analytics (web, social, email/SMS, SEO/SEM, paid media), campaign measurement, and Voice of Customer (VoC) insights to guide strategy, optimize spend, and inform experience improvements-including partnering closely with UX to share behavioral and attitudinal insights.
This role blends descriptive, diagnostic, and predictive analytics with benchmarking to communicate what happened, why it matters, and what to do next-core expectations highlighted in current marketing analytics role guidance. It also stands up a scalable VoC practice (collection, analysis, and actioning of feedback from surveys, reviews, support interactions, social listening) to inform roadmap and retention efforts.
Essential Duties & Responsibilities:
Consolidate and normalize marketing data from web analytics, social platforms, email/SMS, SEO/SEM, paid media, and CRM to establish a single source of truth for performance reporting and optimization.
Define and maintain the KPI framework and benchmarks for brand, demand, lifecycle, and experience metrics; tie measures to business outcomes and OKRs in partnership with Marketing and Finance/FP&A.
Build and maintain executive and team-level dashboards and reports (weekly/monthly/QBR) and apply data-storytelling techniques so stakeholders quickly grasp what/so-what/now-what.
Stand up/run a VoC program aggregating solicited and unsolicited feedback (CSAT/NPS/CES, in-app/site feedback, product reviews, social listening, service transcripts). Apply sentiment/topic analysis to reveal loyalty drivers and friction.
Operationalize closed-loop feedback with Marketing, UX, Product, and Service; size impact, recommend fixes, and track adoption and outcomes.
Create measurement plans, event schemas, and UTM/naming standards; ensure full-funnel tracking for always-on and campaign activity across paid/owned/earned. (Design the stack recognizing that no single tool covers all analytics needs.)
Deliver pre/post analyses, A/B and incrementality testing, and contribution/attribution reads to quantify ROI/ROAS and inform budget reallocation. Communicate findings using storytelling best practices.
Partner with UX to share behavioral insights (funnels, heatmaps, session replays) and VoC themes that shape hypotheses, experiments, and design priorities.
Collaborate with Finance/FP&A to connect marketing investments to growth, acquisition, retention, and relationship deepening; align on forecasting and performance narratives for leadership.
Work with Marketing Ops/IT/Data to govern data quality, documentation (data dictionary), and access/controls; ensure reporting is accurate, timely, and compliant.
Evaluate and advise on analytics/VoC and martech tools, integrations, and roadmaps; lead light vendor management and pilots as needed.
Coach marketers on interpreting dashboards and applying insights; run recurring insights reviews and share best practices for data storytelling to drive adoption and action.
Champion privacy-aware measurement and ethical use of data in collaboration with Legal/Compliance.
To be successful in this position, we require the following:
Bachelor's degree in marketing, analytics, statistics, business, computer science, or related field
A minimum of (5) years of hands-on experience in marketing analytics/insights/reporting with measurable impact on channel optimization and campaign ROI.
The following would be a plus:
Excellent written and verbal communication skills
Strong analytical and problem-solving abilities with the ability to distill complex information into actionable insights
Commitment to the mission and values of the organization
High degree of integrity, discretion, and professionalism
Collaborative and team-oriented approach to partnerships
Ability to work independently and thrive in dynamic, fast-paced environments
Empathetic and mission-driven, prioritizing relationships built on respect and compassion
Demonstrated exceptional organizational, time management, and attention to detail
Demonstrated ability to consolidate data across web analytics, SEO/SEM, paid media, social, email/SMS, and CRM; fluency working across multiple tools/platforms
Proficiency in dashboarding/visualization (e.g., Power BI) and data storytelling; working SQL/data transformation skills preferred
Experience standing up or contributing to VoC programs (survey design, text/sentiment analysis, social listening, closed-loop actioning)
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
$51k-61k yearly est. 25d ago
Commercial Loan Servicing Specialist
First Merchants Bank 4.5
Daleville, IN job
Job Description
First Merchants Bank is seeking a Commercial Loan Servicing Specialist to join our team! This position will perform a variety of maintenance and transactions to service and support Commercial Loans. Tasks are to be performed in a timely and accurate manner as deemed critical in accordance with Regulatory requirements and departmental procedures. To be successful in this position, one should be flexible with regards to tasks assigned and be willing to learn multiple tasks as needed.
As part of this role you will:
Support the commercial loan sales team by extending the FMB mission through responsiveness to internal business partner phone calls, emails and other communication request methods in a professional, thorough, accurate and timely manner.
Complete commercial loan maintenance submitted via Workflow or other authorized channels escalating the issue or resolution when necessary.
Process loan transactions for payments, payoffs, exceptions, reversals, escrows, and corrections, etc.
Provide backup support for department wire transfer processing, transaction entry approval, loan history research.
Assist with testing Core Processing system enhancements.
Participate in special projects as assigned from Manager.
To be successful in this position, we require the following:
High school diploma or equivalent (GED).
Two (2) years of financial service, customer service, or related processing experience.
The following would be a plus:
Prior banking experience.
Experience with Microsoft Outlook, Excel, and Word.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!