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Operations Specialist jobs at Bank of America

- 33 jobs
  • Credit Servicing Specialist II

    Bank of America 4.7company rating

    Operations specialist job at Bank of America

    Jacksonville, Florida;Westerville, Ohio; Plano, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** Responsible for any of the following and specific assignments may vary in order to achieve proper segregation of responsibilities: loan system and general ledger account reconciliation, resolving aged items in accounts, monitoring and clearing system rejects, performing limited variance analysis at the request of finance partners, initiating maintenance requests for general ledger accounts, posting of transactions to customer accounts, clearing items rejected from automated processes, performing maintenance to customer accounts, performing research and correcting problems, preparing and processing general ledger entries, monitoring ticklers and taking appropriate action, inputting and balancing batch work to the loan system, provide specialized processing support. **Required Qualifications:** + 1 year or more experience with Commercial credit servicing + Loan IQ experience + Experience with manage pipeline queues and meet established business metrics. + Credit Center experience + Extreme attention to detail in terms of research items such as letter of Credit, Interest and Fess, settlements and Loan documents + Ability to multi-task, navigate technology easily, manage pipeline queues and meet established business metrics. **Skills:** + Attention to Detail + Customer and Client Focus + Data Collection and Entry + Prioritization + Written Communications + Analytical Thinking + Collaboration + Oral Communications + Recording/Organizing Information + Issue Management + Legal Structures and Legal Forms + Policies, Procedures, and Guidelines Management **Minimum Education Requirement:** + High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $39k-60k yearly est. 7d ago
  • Senior Private Aviation Specialist (West Coast) - Velocity Black (Remote)

    Capital One 4.7company rating

    Columbus, OH jobs

    Velocity Black, a Capital One company, harnesses the power of artificial intelligence, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. It's concierge, reimagined for the digital age. By harnessing 24/7 chat, AI, and mobile payments, we help our customers do more and be more in the digital age. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts. Make a custom request through the app and you will be chatting to our team within 1 minute, 24/7/365. What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. We are looking for a talented and results driven Senior Private Aviation Specialist, with experience as a private jet broker. The role will require a hands on approach, with ownership of the entire sales cycle. **General Responsibilities:** + Receive requests, and propose the best aircraft for the trip, working closely with partnered suppliers + Understand trip needs and articulate options to best suit their individual requirements + Strengthen and expand relationships with suppliers in the United States + Full ownership of a request from start to finish, ensuring the service is exceptional and seamless + Contract management and negotiations + Ability to take initiative and work on expanding the department by engaging in additional responsibilities **What we are looking for:** + Adaptability and multitasking + 'Yes first' mentality + Strong analytical skills and extremely strong attention to detail + Experience working with ultra high net worth individuals + Entrepreneurial, problem-solving attitude + Excellent, clear and effective verbal and written communication skills + Experience in a collaborative and transparent environment + Ability to work in high-pressure environment with tight deadlines + Flexible working hours - available to work on evenings and weekends **Basic Qualifications: ** + High School Diploma, GED, or Equivalent Certification + At least 2 years experience as a private jet broker **Preferred Qualifications:** + 3+ years experience as a private jet broker **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $78,400 - $89,500 for SA, Premium Concierge Specialist (BGCZ40) Richmond, VA: $78,400 - $89,500 for SA, Premium Concierge Specialist (BGCZ40) Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $78.4k-89.5k yearly 5d ago
  • Home Lending Production Operations F&BM - Associate

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Business Management optimizes business performance by helping to drive key initiatives. We act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks. The role of a business manager is dynamic and can vary from business to business, in line with the priorities of the different lines of business. An associate in Business Management would be expected to: Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards Communicate effectively with key business partners to understand projects and drive next steps Project manage and deliver key work streams and tasks Identify key business risks on the platform and drive resolution of mitigating controls Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions Collect and maintain internal resources and documentation on collaboration sites, like SharePoint Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes Qualifications Bachelor's degree in Business, Finance, Economics, or other related area Prior experience in Business Management or COO role Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence Demonstrated ability in dealing with different stakeholder groups and driving the agenda Excellent communication, organization and project management skills Ability to articulate and demonstrate thoughtful rationale in design decisions Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables) Self-motivated, tenacious and able to work with high degree of independence Excellent written and oral communication skills Strong time management and prioritization skills
    $71k-95k yearly est. Auto-Apply 10d ago
  • Home Lending Production Operations F&BM - Associate

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Business Management optimizes business performance by helping to drive key initiatives. We act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks. The role of a business manager is dynamic and can vary from business to business, in line with the priorities of the different lines of business. An associate in Business Management would be expected to: + Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis + Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards + Communicate effectively with key business partners to understand projects and drive next steps + Project manage and deliver key work streams and tasks + Identify key business risks on the platform and drive resolution of mitigating controls + Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework + Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions + Collect and maintain internal resources and documentation on collaboration sites, like SharePoint + Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes **Qualifications** + Bachelor's degree in Business, Finance, Economics, or other related area + Prior experience in Business Management or COO role + Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence + Demonstrated ability in dealing with different stakeholder groups and driving the agenda + Excellent communication, organization and project management skills + Ability to articulate and demonstrate thoughtful rationale in design decisions + Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables) + Self-motivated, tenacious and able to work with high degree of independence + Excellent written and oral communication skills + Strong time management and prioritization skills Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $71k-95k yearly est. 9d ago
  • Home Lending Production Operations F&BM - Associate

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210690401 JobSchedule: Full time JobShift: Day : Business Management optimizes business performance by helping to drive key initiatives. We act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks. The role of a business manager is dynamic and can vary from business to business, in line with the priorities of the different lines of business. An associate in Business Management would be expected to: * Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis * Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards * Communicate effectively with key business partners to understand projects and drive next steps * Project manage and deliver key work streams and tasks * Identify key business risks on the platform and drive resolution of mitigating controls * Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework * Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions * Collect and maintain internal resources and documentation on collaboration sites, like SharePoint * Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes Qualifications * Bachelor's degree in Business, Finance, Economics, or other related area * Prior experience in Business Management or COO role * Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence * Demonstrated ability in dealing with different stakeholder groups and driving the agenda * Excellent communication, organization and project management skills * Ability to articulate and demonstrate thoughtful rationale in design decisions * Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables) * Self-motivated, tenacious and able to work with high degree of independence * Excellent written and oral communication skills * Strong time management and prioritization skills
    $71k-95k yearly est. Auto-Apply 10d ago
  • Home Lending Production Operations F&BM - Associate

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210690399 JobSchedule: Full time JobShift: Day : Business Management optimizes business performance by helping to drive key initiatives. We act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks. The role of a business manager is dynamic and can vary from business to business, in line with the priorities of the different lines of business. An associate in Business Management would be expected to: * Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis * Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards * Communicate effectively with key business partners to understand projects and drive next steps * Project manage and deliver key work streams and tasks * Identify key business risks on the platform and drive resolution of mitigating controls * Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework * Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions * Collect and maintain internal resources and documentation on collaboration sites, like SharePoint * Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes Qualifications * Bachelor's degree in Business, Finance, Economics, or other related area * Prior experience in Business Management or COO role * Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence * Demonstrated ability in dealing with different stakeholder groups and driving the agenda * Excellent communication, organization and project management skills * Ability to articulate and demonstrate thoughtful rationale in design decisions * Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables) * Self-motivated, tenacious and able to work with high degree of independence * Excellent written and oral communication skills * Strong time management and prioritization skills
    $71k-95k yearly est. Auto-Apply 10d ago
  • Quant Analytics Associate- Regulatory Operations

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Ready to transform data into impactful insights? Join us as a Quantitative Analytics Associate and make your mark with our dynamic team! Dive into data analysis, support diverse Lines of Businesses such as Auto Finance and Business Banking and drive strategic decision while advancing your career. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. As a Quant Analytics Associate- Regulatory Operations in Remediations & Corrections, you will be crucial in identifying, classifying, and resolving customer impacts stemming from business process or operational disruptions at JPMorganChase. You will address affected customers by recalculating and crediting finance charges, fees, and processing account adjustments to rectify account issues. To succeed, you must be highly motivated, analytical, detail-oriented, and an outstanding problem solver who takes pride in managing customer issues comprehensively and delivering exceptional service. **Job responsibilities** + Collaborate with key stakeholders across the firm to understand case contexts and translate high-level requirements into detailed analytic steps. + Query databases and manipulate data to identify correction populations, analyze financials, and create execution files using account, customer, and transaction-level data. + Ensure accuracy in analytics by maintaining attention to detail and supporting the independent validation team with case requirements and code review. + Automate repetitive analytics steps across cases using SAS macros and other relevant tools. + Develop and apply analytics skills to deliver best-in-class solutions for customer issue treatment. **Required qualifications, capabilities, and skills** + Demonstrated ability to conduct data analysis with a focus on uncovering patterns and providing insightful reporting and capability to learn and work with tools such as SAS, SQL, Python, or R. + Strong analytical and problem-solving skills with demonstrated ability to manage complex customer issues. + Excellent attention to detail and commitment to accuracy. + Ability to communicate complex findings clearly to both technical and non-technical stakeholders. + Experience working in a fast-paced, deadline-driven environment and ability to work collaboratively across multiple teams and lines of business. + High level of motivation and initiative and strong organizational and time management skills. + Commitment to delivering exceptional customer service. **Preferred qualifications, capabilities, and skills** + Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Physics, Engineering, Economics, Finance or related fields) + Proficiency in data analysis tools and techniques (e.g., SAS, SQL, Python, R). Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $71k-95k yearly est. 10d ago
  • Quant Analytics Associate- Regulatory Operations

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210689130 JobSchedule: Full time JobShift: : Ready to transform data into impactful insights? Join us as a Quantitative Analytics Associate and make your mark with our dynamic team! Dive into data analysis, support diverse Lines of Businesses such as Auto Finance and Business Banking and drive strategic decision while advancing your career. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. As a Quant Analytics Associate- Regulatory Operations in Remediations & Corrections, you will be crucial in identifying, classifying, and resolving customer impacts stemming from business process or operational disruptions at JPMorganChase. You will address affected customers by recalculating and crediting finance charges, fees, and processing account adjustments to rectify account issues. To succeed, you must be highly motivated, analytical, detail-oriented, and an outstanding problem solver who takes pride in managing customer issues comprehensively and delivering exceptional service. Job responsibilities * Collaborate with key stakeholders across the firm to understand case contexts and translate high-level requirements into detailed analytic steps. * Query databases and manipulate data to identify correction populations, analyze financials, and create execution files using account, customer, and transaction-level data. * Ensure accuracy in analytics by maintaining attention to detail and supporting the independent validation team with case requirements and code review. * Automate repetitive analytics steps across cases using SAS macros and other relevant tools. * Develop and apply analytics skills to deliver best-in-class solutions for customer issue treatment. Required qualifications, capabilities, and skills * Demonstrated ability to conduct data analysis with a focus on uncovering patterns and providing insightful reporting and capability to learn and work with tools such as SAS, SQL, Python, or R. * Strong analytical and problem-solving skills with demonstrated ability to manage complex customer issues. * Excellent attention to detail and commitment to accuracy. * Ability to communicate complex findings clearly to both technical and non-technical stakeholders. * Experience working in a fast-paced, deadline-driven environment and ability to work collaboratively across multiple teams and lines of business. * High level of motivation and initiative and strong organizational and time management skills. * Commitment to delivering exceptional customer service. Preferred qualifications, capabilities, and skills * Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Physics, Engineering, Economics, Finance or related fields) * Proficiency in data analysis tools and techniques (e.g., SAS, SQL, Python, R).
    $71k-95k yearly est. Auto-Apply 11d ago
  • Quant Analytics Associate- Regulatory Operations

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Ready to transform data into impactful insights? Join us as a Quantitative Analytics Associate and make your mark with our dynamic team! Dive into data analysis, support diverse Lines of Businesses such as Auto Finance and Business Banking and drive strategic decision while advancing your career. With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential. As a Quant Analytics Associate- Regulatory Operations in Remediations & Corrections, you will be crucial in identifying, classifying, and resolving customer impacts stemming from business process or operational disruptions at JPMorganChase. You will address affected customers by recalculating and crediting finance charges, fees, and processing account adjustments to rectify account issues. To succeed, you must be highly motivated, analytical, detail-oriented, and an outstanding problem solver who takes pride in managing customer issues comprehensively and delivering exceptional service. Job responsibilities Collaborate with key stakeholders across the firm to understand case contexts and translate high-level requirements into detailed analytic steps. Query databases and manipulate data to identify correction populations, analyze financials, and create execution files using account, customer, and transaction-level data. Ensure accuracy in analytics by maintaining attention to detail and supporting the independent validation team with case requirements and code review. Automate repetitive analytics steps across cases using SAS macros and other relevant tools. Develop and apply analytics skills to deliver best-in-class solutions for customer issue treatment. Required qualifications, capabilities, and skills Demonstrated ability to conduct data analysis with a focus on uncovering patterns and providing insightful reporting and capability to learn and work with tools such as SAS, SQL, Python, or R. Strong analytical and problem-solving skills with demonstrated ability to manage complex customer issues. Excellent attention to detail and commitment to accuracy. Ability to communicate complex findings clearly to both technical and non-technical stakeholders. Experience working in a fast-paced, deadline-driven environment and ability to work collaboratively across multiple teams and lines of business. High level of motivation and initiative and strong organizational and time management skills. Commitment to delivering exceptional customer service. Preferred qualifications, capabilities, and skills Bachelor's degree in a quantitative discipline (Mathematics, Statistics, Physics, Engineering, Economics, Finance or related fields) Proficiency in data analysis tools and techniques (e.g., SAS, SQL, Python, R).
    $71k-95k yearly est. Auto-Apply 11d ago
  • Senior Private Aviation Specialist (West Coast) - Velocity Black (Remote)

    Capital One 4.7company rating

    Richmond, VA jobs

    Velocity Black, a Capital One company, harnesses the power of artificial intelligence, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. It's concierge, reimagined for the digital age. By harnessing 24/7 chat, AI, and mobile payments, we help our customers do more and be more in the digital age. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts. Make a custom request through the app and you will be chatting to our team within 1 minute, 24/7/365. What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. We are looking for a talented and results driven Senior Private Aviation Specialist, with experience as a private jet broker. The role will require a hands on approach, with ownership of the entire sales cycle. General Responsibilities: Receive requests, and propose the best aircraft for the trip, working closely with partnered suppliers Understand trip needs and articulate options to best suit their individual requirements Strengthen and expand relationships with suppliers in the United States Full ownership of a request from start to finish, ensuring the service is exceptional and seamless Contract management and negotiations Ability to take initiative and work on expanding the department by engaging in additional responsibilities What we are looking for: Adaptability and multitasking ‘Yes first' mentality Strong analytical skills and extremely strong attention to detail Experience working with ultra high net worth individuals Entrepreneurial, problem-solving attitude Excellent, clear and effective verbal and written communication skills Experience in a collaborative and transparent environment Ability to work in high-pressure environment with tight deadlines Flexible working hours - available to work on evenings and weekends Basic Qualifications: High School Diploma, GED, or Equivalent Certification At least 2 years experience as a private jet broker Preferred Qualifications: 3+ years experience as a private jet broker At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $78,400 - $89,500 for SA, Premium Concierge Specialist (BGCZ40) Richmond, VA: $78,400 - $89,500 for SA, Premium Concierge Specialist (BGCZ40) Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $78.4k-89.5k yearly Auto-Apply 4d ago
  • Principal Operations Coordinator - Wire Authentication (Essential Onsite)

    Capital One 4.7company rating

    Richmond, VA jobs

    As a Principal Coordinator in Enterprise Payment Operations you will execute activities in a fast-paced, multi-function, multi-team operation tasked with delivering an exceptional end-to-end payments experience for our customers. Wire Authentication Services (WAS) is responsible for wire initiation on behalf of our customers and internal lines of business **Summary of Responsibilities** + Completes daily inbound and outbound phone calls to our customers + Executes the review and approval of wire payment requests on behalf of the Enterprise, supporting Commercial, Small Business, Consumer and Internal Partners + Researches and resolves a wide variety of issues and queries using independent judgment with little or no assistance + Follows direction and executes tasks efficiently following procedures and meeting regulatory and customer experience requirements + May make effective independent decisions, when necessary + Works with management to identify process improvements + Contributes in project settings in a limited capacity + Investigates and resolves customer issues with little or no assistance + Provides support to customer-facing associates for international and domestic wires + Provides a positive customer experience **Location:** This role is an essential position and requires on site attendance. Associates are expected to be onsite Tuesdays, Wednesdays and Thursdays. Associates work at home Mondays and Fridays. **Schedule** + Monday - Friday 9:00am - 5:30pm EST **Basic Qualifications** + High School Diploma, GED, or equivalent certification + At least 2 years of experience in banking or in the financial industry + At least 3 years of customer service or contact center experience + At least 1 year of experience using Microsoft Office or Google Suite **Preferred Qualifications** + At least 3 years of experience in banking or in the financial industry + At least 2 years of experience using Microsoft Office or Google Suite products + At least 4 years of customer service or contact center experience **_At this time, Capital One will not sponsor a new applicant for employment authorization for this position._** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Richmond, VA: $56,800 - $64,800 for Principal Ops Coordinator Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $56.8k-64.8k yearly 20d ago
  • Principal Operations Coordinator - Wire Authentication (Essential Onsite)

    Capital One 4.7company rating

    Richmond, VA jobs

    As a Principal Coordinator in Enterprise Payment Operations you will execute activities in a fast-paced, multi-function, multi-team operation tasked with delivering an exceptional end-to-end payments experience for our customers. Wire Authentication Services (WAS) is responsible for wire initiation on behalf of our customers and internal lines of business Summary of Responsibilities Completes daily inbound and outbound phone calls to our customers Executes the review and approval of wire payment requests on behalf of the Enterprise, supporting Commercial, Small Business, Consumer and Internal Partners Researches and resolves a wide variety of issues and queries using independent judgment with little or no assistance Follows direction and executes tasks efficiently following procedures and meeting regulatory and customer experience requirements May make effective independent decisions, when necessary Works with management to identify process improvements Contributes in project settings in a limited capacity Investigates and resolves customer issues with little or no assistance Provides support to customer-facing associates for international and domestic wires Provides a positive customer experience Location: This role is an essential position and requires on site attendance. Associates are expected to be onsite Tuesdays, Wednesdays and Thursdays. Associates work at home Mondays and Fridays. Schedule Monday - Friday 9:00am - 5:30pm EST Basic Qualifications High School Diploma, GED, or equivalent certification At least 2 years of experience in banking or in the financial industry At least 3 years of customer service or contact center experience At least 1 year of experience using Microsoft Office or Google Suite Preferred Qualifications At least 3 years of experience in banking or in the financial industry At least 2 years of experience using Microsoft Office or Google Suite products At least 4 years of customer service or contact center experience At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Richmond, VA: $56,800 - $64,800 for Principal Ops Coordinator Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $56.8k-64.8k yearly Auto-Apply 22d ago
  • Home Lending Production Operations F&BM - Associate

    Jpmorganchase 4.8company rating

    Ohio jobs

    Business Management optimizes business performance by helping to drive key initiatives. We act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business risks. The role of a business manager is dynamic and can vary from business to business, in line with the priorities of the different lines of business. An associate in Business Management would be expected to: Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards Communicate effectively with key business partners to understand projects and drive next steps Project manage and deliver key work streams and tasks Identify key business risks on the platform and drive resolution of mitigating controls Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions Collect and maintain internal resources and documentation on collaboration sites, like SharePoint Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes Qualifications Bachelor's degree in Business, Finance, Economics, or other related area Prior experience in Business Management or COO role Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence Demonstrated ability in dealing with different stakeholder groups and driving the agenda Excellent communication, organization and project management skills Ability to articulate and demonstrate thoughtful rationale in design decisions Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables) Self-motivated, tenacious and able to work with high degree of independence Excellent written and oral communication skills Strong time management and prioritization skills
    $72k-96k yearly est. Auto-Apply 10d ago
  • Senior Specialist- Lockbox

    Keybank National Association 4.4company rating

    Brooklyn, OH jobs

    at our Tiedeman Road location in Brooklyn Ohio Hours: M-F, 8-4:30, or until work is completed. Job Brief Under limited supervision, the Senior Specialist is primarily focused on execution of complex processing, operational and/or administrative work following defined and sometimes undefined procedures. The Senior Specialist is responsible for following established guidelines to identify and resolve problems, escalating issues as needed, and contributing to work flow or process change and redesign. Individuals in this position should form a strong understanding of the specific product or process they are working with. Essential job duties * This role covers a combination of staff within the areas of credit cards, retail banking, small business banking, consumer lending, mortgage banking, collections, recovery, origination, or auto finance and cover a broad range of responsibilities and duties * With little to no instruction, administers complex procedures, analysis, tasks and reporting for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process * Reviews and ensures proper documentation or procedures are used for complex activities and also checks the work of less experienced employees * Identifies and resolves complex issues that do not have established guidelines. May provide service in relation complex billing inquiries, service requests, suggestions and complaints from customers * Uses independence of thought to solve complex problems and should be seen as an expert by others. * Recommends and implements programs to solve complex issues, contributes to work flow or process change and redesign, and forms a strong understanding of the specific product or process * Accountable for complex reporting and analysis requests * Organizes, records, process, services the production of various activities of the team. * Is fully proficient in duties and works under limited to no supervision * Seen as a subject matter expert across the line of business and delivers subject-matter expertise to customers and lower level employees. * Other duties as assigned Required and/or Preferred Qualifications * 3+ years of experience with a strong knowledge of the business. * High School Diploma or equivalent work experience required. College degree preferred * Works well with others in a fully developed team environment * Open minded and adaptable to new ideas in a changing environment * Exceptional attention to detail. * Ability to work under pressure and meet deadlines * Proficient in Microsoft Office applications * Proficient in 10-Key, able to perform with a high degree of speed and accuracy. * Proven ability to handle monetary/ processing functions independently * Proven ability to handle high transaction volumes accurately and meet production goals * Proven excellent verbal/written communication and interpersonal skills * Excellent judgement and decision making skills, demonstrated leadership skills * Strong analytical, research and problem resolution skills * Comfortable navigating multiple computer systems and applications making connections and utilizing resources to draw conclusions, solve complex challenges * Advanced knowledge of banking policies, procedures, government regulations * Ability to perform complex scheduled and non-scheduled maintenance functions * Excellent customer service skills and proven ability to handle most customer service inquires and diffuse difficult customer situations independently * Trains and assists in training new staff * Ability to work with limited to no supervision in decision making Job Specific Skills Researches and resolves complex client outages/differences with minimal or no assistance, communicates appropriately with clients, effective use of telephone and written communication skills. Provides quality service, is available to resolve complex problems via face to face, phone, answers questions via Service Request Tracking System (SRTS) , telephone, fax, mail, for all internal/external Lockbox clients. Strengthens the client's relationship with Key by cross selling and referring new business sales opportunities to the appropriate areas. Appropriately escalates client issues as necessary with minimum impact to the client. Proactively follows up with client to ensure servicing requests have been resolved to their satisfaction. Ensures all inquiries, service requests and resolutions are documented in SRTS / Total Customer Service (TCS). Manages Client Service Order (CSO) and SRTS queues: researches, resolves, and closes SRTS requests within standard service levels, keeping leader updated and informed of important issues, sets up new lockboxes. Maintains a comprehensive technical and working knowledge of all systems utilized by lockbox. Maintains organizational and time management skills. Meets or exceeds established individual goals COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $20.19 - $30.77 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 12/20/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $20.2-30.8 hourly Auto-Apply 60d ago
  • Senior Specialist- Receipts & Distributions (Mutual Funds)

    Keybank 4.4company rating

    Brooklyn, OH jobs

    Training: Will take place for the first 2-3 weeks and will require 4 days in office Hours: Monday-Friday 8:00am-5:00pm Job Status: Full-Time Mobile: 2 days in office and 3 days WFH ABOUT THE JOB (JOB BRIEF) The Mutual Funds Receipts & Distributions Senior Specialist helps manage the movement of mutual fund investments in, out, and between accounts at Key Bank. These accounts are part of Key Private Bank and Investment Advisory services. This job includes: Receiving mutual fund assets: Take action when new accounts are opened, making sure Mutual Fund assets are accurately receipted into trust accounts. Sending out mutual fund assets: Take action to send out Mutual Fund assets to contra firms and update the account records accordingly. Handling transfers between accounts: Take action to move Mutual Fund assets between trust accounts. Tracking and adjusting investment details: Ensure transactions and cost basis are recorded accurately for tax purposes. Communicating with other teams: Work closely with other operational teams and Line of Business partners on the status of incoming, outgoing, and internal transfers. You will need to have or develop an understanding of how mutual funds work and follow instructions from trust officers and analysts to make sure everything is done correctly and on time. PRIMARY JOB FUNCTIONS Review and Organize Incoming Assets Examine financial documentation to identify mutual funds involved in the transfer and assess their value. Ensure all instructions are complete and determine the most effective method for asset transfer. Process Outgoing Transfers Execute instructions from internal teams to transfer mutual fund assets to other accounts. Utilize automated systems when available and perform manual updates to records as necessary. Fix Issues and Communicate Clearly Investigate and address discrepancies such as rejected transactions or account balance variances. Coordinate with relevant parties to resolve issues and recommend corrective actions. Process Different Types of Transactions Perform tasks including asset receipt, distribution processing, inter-account transfers, tax record updates, gift processing, and cost basis adjustments in accordance with established company procedures, regulations and timelines. Prepare Professional Communications Communicate clearly and professionally with coworkers and outside companies, whether by email or phone. Build Relationships Get to know the other companies and people involved in these transactions. Stay Organized and Meet Deadlines Prioritize tasks based on urgency and importance, and make sure everything is done accurately and on time. Help Improve the Process Join team projects to make things more efficient, suggest improvements, and help update written procedures. Check Others' Work Review coworkers' files to ensure quality and accuracy. Test System Updates Participate in testing new operational features before they're officially released. REQUIRED QUALIFICATIONS Exceptional verbal and written communication skills, with the ability to convey information clearly and professionally. Experience working in an operations environment. Strong attention to detail and commitment to accuracy. Self-motivated with the ability to work independently and manage tasks with minimal supervision. Demonstrated success in collaborative, team-oriented environments. Proven ability to identify and resolve problems effectively. Excellent organizational and time management skills. Skilled in managing multiple priorities and meeting deadlines in a fast-paced setting. Quick learner with the ability to grasp complex processes and systems. Strong peer leadership and mentoring capabilities. Consistent demonstration of Key's core values in daily work. PREFERRED QUALIFICATIONS Knowledge of Key systems: Global Plus, Global Office, Fidelity Wealthscape Four-year degree in Business or Finance Experience in Mutual Fund Operations Experience in Trust Operations COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $20.19 - $30.77 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. This position is eligible to earn a base hourly rate in the range of $21 to $23.50 per hour depending on location and job-related factors such as level of experience. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 12/30/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $20.2-30.8 hourly Auto-Apply 60d+ ago
  • Senior Specialist- Lockbox

    Keybank 4.4company rating

    Brooklyn, OH jobs

    at our Tiedeman Road location in Brooklyn Ohio Hours: M-F, 8-4:30, or until work is completed. Job Brief Under limited supervision, the Senior Specialist is primarily focused on execution of complex processing, operational and/or administrative work following defined and sometimes undefined procedures. The Senior Specialist is responsible for following established guidelines to identify and resolve problems, escalating issues as needed, and contributing to work flow or process change and redesign. Individuals in this position should form a strong understanding of the specific product or process they are working with. Essential job duties •This role covers a combination of staff within the areas of credit cards, retail banking, small business banking, consumer lending, mortgage banking, collections, recovery, origination, or auto finance and cover a broad range of responsibilities and duties •With little to no instruction, administers complex procedures, analysis, tasks and reporting for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process •Reviews and ensures proper documentation or procedures are used for complex activities and also checks the work of less experienced employees •Identifies and resolves complex issues that do not have established guidelines. May provide service in relation complex billing inquiries, service requests, suggestions and complaints from customers •Uses independence of thought to solve complex problems and should be seen as an expert by others. •Recommends and implements programs to solve complex issues, contributes to work flow or process change and redesign, and forms a strong understanding of the specific product or process •Accountable for complex reporting and analysis requests •Organizes, records, process, services the production of various activities of the team. •Is fully proficient in duties and works under limited to no supervision •Seen as a subject matter expert across the line of business and delivers subject-matter expertise to customers and lower level employees. •Other duties as assigned Required and/or Preferred Qualifications •3+ years of experience with a strong knowledge of the business. •High School Diploma or equivalent work experience required. College degree preferred •Works well with others in a fully developed team environment •Open minded and adaptable to new ideas in a changing environment •Exceptional attention to detail. •Ability to work under pressure and meet deadlines •Proficient in Microsoft Office applications •Proficient in 10-Key, able to perform with a high degree of speed and accuracy. •Proven ability to handle monetary/ processing functions independently •Proven ability to handle high transaction volumes accurately and meet production goals •Proven excellent verbal/written communication and interpersonal skills •Excellent judgement and decision making skills, demonstrated leadership skills •Strong analytical, research and problem resolution skills •Comfortable navigating multiple computer systems and applications making connections and utilizing resources to draw conclusions, solve complex challenges •Advanced knowledge of banking policies, procedures, government regulations •Ability to perform complex scheduled and non-scheduled maintenance functions •Excellent customer service skills and proven ability to handle most customer service inquires and diffuse difficult customer situations independently •Trains and assists in training new staff •Ability to work with limited to no supervision in decision making Job Specific Skills Researches and resolves complex client outages/differences with minimal or no assistance, communicates appropriately with clients, effective use of telephone and written communication skills. Provides quality service, is available to resolve complex problems via face to face, phone, answers questions via Service Request Tracking System (SRTS) , telephone, fax, mail, for all internal/external Lockbox clients. Strengthens the client's relationship with Key by cross selling and referring new business sales opportunities to the appropriate areas. Appropriately escalates client issues as necessary with minimum impact to the client. Proactively follows up with client to ensure servicing requests have been resolved to their satisfaction. Ensures all inquiries, service requests and resolutions are documented in SRTS / Total Customer Service (TCS). Manages Client Service Order (CSO) and SRTS queues: researches, resolves, and closes SRTS requests within standard service levels, keeping leader updated and informed of important issues, sets up new lockboxes. Maintains a comprehensive technical and working knowledge of all systems utilized by lockbox. Maintains organizational and time management skills. Meets or exceeds established individual goals COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $20.19 - $30.77 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible. Job Posting Expiration Date: 12/20/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
    $20.2-30.8 hourly Auto-Apply 58d ago
  • Sr CRA Specialist

    Fifth Third Bank, N.A 4.6company rating

    Cleveland, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Leading Internal and External Sales and Partnership meetings + Assist CRA MLO colleagues with General Loan Support and Business Development + Membership in real estate trade association and or nonprofit partners board or committee involvement + Maintain and grow internal relationships with Membership Advantage, Community Economic Development team, Business Resource Groups and Financial Center One Bank Teams + Develop and maintain CRA prospects & referral contacts (realtors, builders, professional and personal contacts). + Act as peer mentor Newly Hired CRA MLO + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. + Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. + Conduct and coordinate homebuyer-training seminars for CRA potential applicants. + Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. + Follow defined protocol for escalation of exceptions. + Take applicant applications by completing Fannie Mae form 1003 on the laptop. + Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. + Manage pipelines for all originated loans through closing and complete required management reports. + Communicate with applicants and/or referral sources by providing timely updates and progress reports. + Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. + Attend and participate in all Consumer Lending meetings as required by management. + This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or equivalent mandatory. Four-year college degree preferred. + Knowledge of conventional and/or government lending guidelines. + Knowledge of residential mortgage processing, underwriting, and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Demonstrated organizational skills. + Strong written and verbal communications skills. + Demonstrated teamwork and customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in a competitive environment. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Sr CRA Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cleveland, Ohio 44119 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $92k-121k yearly est. 60d+ ago
  • Sr CRA Specialist

    Fifth Third Bank 4.6company rating

    Cleveland, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Leading Internal and External Sales and Partnership meetings Assist CRA MLO colleagues with General Loan Support and Business Development Membership in real estate trade association and or nonprofit partners board or committee involvement Maintain and grow internal relationships with Membership Advantage, Community Economic Development team, Business Resource Groups and Financial Center One Bank Teams Develop and maintain CRA prospects & referral contacts (realtors, builders, professional and personal contacts). Act as peer mentor Newly Hired CRA MLO Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Conduct and coordinate homebuyer-training seminars for CRA potential applicants. Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. Follow defined protocol for escalation of exceptions. Take applicant applications by completing Fannie Mae form 1003 on the laptop. Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. Manage pipelines for all originated loans through closing and complete required management reports. Communicate with applicants and/or referral sources by providing timely updates and progress reports. Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. Attend and participate in all Consumer Lending meetings as required by management. This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: High school diploma or equivalent mandatory. Four-year college degree preferred. Knowledge of conventional and/or government lending guidelines. Knowledge of residential mortgage processing, underwriting, and closing procedures. Knowledge of federal lending regulations governing real estate lending. Demonstrated organizational skills. Strong written and verbal communications skills. Demonstrated teamwork and customer service skills. Proven computer skills. Basic sales technique skills. Strong desire to excel in a competitive environment. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Sr CRA Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cleveland, Ohio 44119 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $92k-121k yearly est. Auto-Apply 60d+ ago
  • Annuity Processing Specialist

    Fifth Third Bank, N.A 4.6company rating

    Cincinnati, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Under general supervision, responsible for all aspects of processing annuity business from start to finish. Will be responsible for processing and reviewing all documentation for annuity (fixed and variable) in a fast-paced environment. Must be able to handle large volume of policies and delivery requirements in a time sensitive manner. DUTIES & RESPONSIBILITIES: + Process annuity applications, review for missing paperwork/documents and verify processing requirements. + Ensure that all needed forms are submitted with the application and all processing guidelines are met in a timely manner. + Act as liaison between registered representatives and carriers for coordinating the application process, including all required documentation. + Follow-up on pending and open business. + Verify Agent licensing and appointments and process such licensing and appointment paperwork when needed. + Verify sufficient funding is in place prior to business submission. + btain and relay any necessary information and correspondence between the clients, vendors, and other services providers. + Communicate regularly with sales staff, management, vendors, and clients to be sure the highest possible quality of customer service is being provided for every individual. + Respond promptly and courteously to sales force. + ther duties as assigned. SUPERVISORY RESPONSIBILITIES: None MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Insurance license & Series 7 preferred. + Insurance and financial service experience preferred. + Excellent customer service and communication skills required. Must be detail oriented and able to multi-task. + Prior experience with Finetre/AnnuityNet software would be beneficial. Annuity Processing Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $76k-107k yearly est. 60d+ ago
  • Annuity Processing Specialist

    Fifth Third Bank 4.6company rating

    Cincinnati, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Under general supervision, responsible for all aspects of processing annuity business from start to finish. Will be responsible for processing and reviewing all documentation for annuity (fixed and variable) in a fast-paced environment. Must be able to handle large volume of policies and delivery requirements in a time sensitive manner. DUTIES & RESPONSIBILITIES: Process annuity applications, review for missing paperwork/documents and verify processing requirements. Ensure that all needed forms are submitted with the application and all processing guidelines are met in a timely manner. Act as liaison between registered representatives and carriers for coordinating the application process, including all required documentation. Follow-up on pending and open business. Verify Agent licensing and appointments and process such licensing and appointment paperwork when needed. Verify sufficient funding is in place prior to business submission. btain and relay any necessary information and correspondence between the clients, vendors, and other services providers. Communicate regularly with sales staff, management, vendors, and clients to be sure the highest possible quality of customer service is being provided for every individual. Respond promptly and courteously to sales force. ther duties as assigned. SUPERVISORY RESPONSIBILITIES: None MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Insurance license & Series 7 preferred. Insurance and financial service experience preferred. Excellent customer service and communication skills required. Must be detail oriented and able to multi-task. Prior experience with Finetre/AnnuityNet software would be beneficial. Annuity Processing Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $76k-107k yearly est. Auto-Apply 60d+ ago

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