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Beacon Credit Union jobs - 135 jobs

  • Vice President, Retail Lending

    Beacon Credit Union 3.9company rating

    Beacon Credit Union job in Kokomo, IN

    Job DescriptionNote: We are filling one non-executive level Vice President, Retail Lending role with our organization. This individual will report to our Chief Credit Officer. This person may work part-time out of various BCU locations with available office space and telecommute occasionally. However, it is expected that this employee live close enough to work 2-3 days per week out of the Retail Loan Processing Center in Wabash, IN. RoleTo manage, motivate and develop employees in retail lending to achieve maximum productivity in accordance with established loan policies, procedures and regulation requirements. Assist in implementation and achieving corporate goals and objectives established by Executive Management and the Board of Directors. Major Duties and Responsibilities Supervises the Retail Loan Processing Center to ensure professional and courteous service to members. Responsible for departmental staffing to meet management's agreed upon productivity, quality and service-level goals. Directs and assists department management in developing and motivating the retail lending staff through timely and objective performance evaluations, equitable salary structure, appropriate training, award recognition and disciplinary action, as needed. Manages underwriting tools and systems to ensure optimal performance to underwriting standards, productivity objectives and risk management parameters, including analyzing and recommending improvements to the lending policies and procedures and developing and managing new service programs and products. Assists management in setting departmental corporate goals and objectives. Assists others in preparing reports in the area of file review audits, watch lists for potential problems, TDR loan reports, recommendations for interest rates (adjustable or fixed), and departmental results. Recommends and assists with special projects pertaining to loan process improvements on existing systems or new systems. Assists in reviewing and approving loan packages within authorized lending limit. Assists in providing and maintaining loan account delinquencies and collection control. Performs other duties as assigned. Position QualificationsEight to ten years of experience in consumer and mortgage lending or similar field.Bachelor's degree in business or a related field.Skilled executive with extensive background and knowledge in lending operations and underwriting Experienced in recommending, developing and implementing departmental products Exceptional organizational, analytical and managerial skills Knowledge of consumer and mortgage lending regulations Standard position hours are Monday through Friday from 8:30 a.m. to 5 p.m.Available Benefits Include:- Health, dental and vision insurance- Paid time off- 401(k) match- Incentive/bonus program- Tuition reimbursement- and more! Job Posted by ApplicantPro
    $105k-142k yearly est. 4d ago
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  • eServices Specialist I

    Beacon Credit Union 3.9company rating

    Beacon Credit Union job in Wabash, IN

    Role Responsible for processing all inclearing files accurately and efficiently, including check return processing, Mobile Deposit Capture transactions, ACH, and wire transfers (domestic and international). Additionally, provide comprehensive support and troubleshooting assistance to member centers and credit union members across all digital products. Assist with account research to resolve member inquiries and support internal departments, ensuring smooth operations and a positive member experience. Major Duties and Responsibilities Performs Share Draft (check) processing, including daily inclearing, file load error resolution, return item handling, and both critical and non-critical NSF (non-sufficient funds) reviews. Makes decision-based actions on check returns for NSF, closed accounts, and other exception conditions. Performs daily ACH processing, including inbound and outbound files. Completes resolution of file load errors. Handles ACH return items, including both critical and non-critical NSF (non-sufficient funds) cases. Makes decision-based actions on ACH returns due to NSF, closed accounts, invalid account information, and other exception conditions. Ensures compliance with NACHA rules and institutional policies while maintaining accuracy and timeliness in processing. Processes wire transfers (domestic and international using Payments Exchange and US Bank systems both inbound and outbound). Provides administrative back office support for all digital services. Sets up and maintains eStatement and Business Online Banking users etc. and maintains all electronic services databases, including removing all inactive users or closed memberships. Provides support to members and internal staff for all digital banking services, such as Retail and Commercial Online Banking, Mobile Banking, Bill Pay and Remote Deposit Capture. Processes Mobile Deposit Capture transactions and files. Collaborates with the Fraud Department and Accounting Department to resolve issues and collect data. Assists in fraud monitoring related to check activity, escalating unusual or suspicious items as necessary. Performs other duties as assigned. Position Qualifications Three to five years of technical call support or financial services experience High School Diploma or HSE Excellent communication and member service skills Sound judgment skills A significant level of trust and diplomacy is required, in addition to courtesy and tact Ability to multitask Ability to work independently Working knowledge of Word, Excel, Outlook and Internet and how to navigate various electronic devices (ie cell phones, tablets, laptops) in order to use the device to access Beacon's electronic applications Standard position hours are Monday through Friday 8:15-5 and Saturday 8:45-12 (anticipated to be one Saturday every 5 weeks). When scheduled to work Saturday morning, the employee will have a 1/2 day off during the same calendar week. Available Benefits Include: - Health, dental and vision insurance - Paid time off - 401(k) match - Incentive/bonus program - Tuition reimbursement - and more! Why Beacon? At Beacon, you're more than just an employee. You're part of a supportive, values-driven community that truly cares. Whether you're drawn by our strong team culture, opportunities for growth in business and finance, or the chance to make a real difference in members' lives, Beacon offers a career with purpose. Our team loves helping people, solving problems, and building meaningful relationships, all while enjoying great benefits, a healthy work-life balance, and a positive, family-oriented environment. Join Beacon where people matter and every day is an opportunity to grow, serve, and thrive.
    $34k-40k yearly est. 5d ago
  • Data Governance Analyst

    Old National Bank 4.4company rating

    Evansville, IN job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Job Summary The Data Governance Analyst will support the development and execution of enterprise-wide data governance initiatives. This role will focus on ensuring the integrity, quality, and protection of data assets through the implementation of governance frameworks, data quality controls, and metadata management practices. The Analyst will work closely with business units, IT, and compliance teams to support the organization's data governance strategy and ensure alignment with regulatory and risk management expectations. Salary Range The annual salary range for this position is $60,000.00 - $121,300.00. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Data Governance Operations Assist in the implementation and maintenance of the enterprise data governance framework, including policies, standards, and procedures. Support the development and execution of data quality rules, issue tracking, and remediation processes. Maintain and enhance metadata repositories and data catalogs using tools such as Informatica or Microsoft Purview. Data Stewardship and Collaboration Partner with data owners, stewards, and business units to define and document data definitions, lineage, and usage. Facilitate working groups and workshops to gather requirements and promote data governance awareness across the organization. Risk and Compliance Support Monitor and report on data governance metrics, including data quality trends, audit findings, and remediation progress. Support internal and external audits by providing documentation and evidence of data governance controls and practices. Project and Initiative Support Contribute to enterprise initiatives such as the Modern Data Platform migration, report certification programs, and regulatory reporting enhancements. Participate in cross-functional projects to ensure data governance requirements are embedded in system implementations and process changes. Qualifications and Education Requirements Bachelor's degree in information systems, Business, Risk Management, or a related field. 2+ years of experience in data governance, data management, or risk/compliance roles. Familiarity with data governance frameworks (e.g., DCAM, NIST Privacy Framework, FFIEC). Experience with data quality tools, metadata management platforms, and reporting tools. Strong analytical, communication, and collaboration skills. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $60k-121.3k yearly Auto-Apply 1d ago
  • Loan Systems Administrator

    Beacon Credit Union 3.9company rating

    Beacon Credit Union job in Fort Wayne, IN or remote

    Note: We are currently filling one non-technical loan system administration position that can work remotely from home or be based out of various Beacon offices. The employee must be willing to travel and be in person for meetings and training, which are frequently held in Wabash, Indiana. Role To provide leadership, training, guidance and decision making regarding the software and compliance programs used in processing of consumer, mortgage and commercial/agricultural lending products and services while maintaining and creating an environment that promotes excellent turnaround time and member service. Major Duties and Responsibilities Administers all loan software programs. Serves as the primary contact with all loan system vendors. Acts as the administrator for all loan systems, which includes working with IT when needed to get systems upgraded, and making decisions whenever efficiencies can be gained by changing set up or processes. Works closely with lending management to implement software and complete routine product optimizations. Ensures proper communication is being made to all necessary staff. Provides and manages all loan system training for lending new hires. Participates and provides training on an ongoing basis to Member Service Representatives. Drives implementation of new loan systems with guidance from management. Administers testing and rollout of upgrades and new releases prior to uploading into production. Performs other duties as assigned. Position Qualifications Three to five years of loan system administration/management experience required. Bachelor's degree in a related field or an equivalent combination of education and experience. Excellent computer skills Organized, self-starter and team-oriented Knowledge of lending practices and procedures Ability to communicate (both oral and written) Extremely detail-oriented Excellent judgment A significant level of trust and diplomacy Ability to work well independently Standard position hours are 8:15 a.m. to 5:15 p.m. Monday through Friday. Available Benefits Include: - Health, dental and vision insurance - Paid time off - 401(k) match - Incentive/bonus program - Tuition reimbursement - and more!
    $71k-86k yearly est. 60d+ ago
  • Executive Assistant, Sr

    Old National Bank 4.4company rating

    Evansville, IN job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Old National Bank is seeking to fill the position of Executive Assistant, Sr. The Executive Assistant, Sr provides administrative support to the ELT member(s) and/or Senior Leader(s), as assigned. This role also provides administrative and general office support to Old National Leaders and provides administrative support and assistance to other Old National staff as directed. Salary Range The salary range for this position is $21.50/hr. - $37.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Assist and support daily activities of Management Assist in projects as directed by Management and others Coordinate, schedule, and participate in meetings as required (take minutes, prepare agendas, maintain records); Assist in meetings as directed by Management and others Assist with administration of invoices and expense reimbursements Prepare & distribute reports, presentations, spreadsheets as needed Maintain office organization and supplies Manage incoming mail and documents Ensure timely handling of sensitive documents Manage incoming phone calls from vendors, customers, etc. Assist with sponsorship requests, payments, and other items as directed Assist with internal and community meetings and events Coordinate meetings and travel arrangements for ONB Leadership Serves as property liaison with property management company and other corporate departments Provide administrative support to other ONB staff as directed Key Competencies for Position Communication: Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience, and selects suitable delivery method(s). Collaboration: Actively seeks, develops, and maintains trusted relationships with others to achieve business goals and objectives. Planning and Organizing: Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives; Adapts to unexpected changes in circumstance to ensure targets/deadlines are met; Consistently meets goals, milestones, and deliverables within the expected timeframe Technical Knowledge: Possesses the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise Qualifications and Education Requirements High School diploma or GED Equivalent; Associates Degree in Administrative Services/Business preferred Minimum five years of administrative and/or banking experience preferred Strong working knowledge of full Microsoft suite: Word, Excel, PowerPoint, Outlook, TEAMS, Forms, Stream, Yammer, SharePoint and other Video Conference software Strong communication and organizational skills Must be able to demonstrate flexibility and agility in approach to work and manage changing priorities and deadlines Ability to ensure proper management of confidential information Ability to communicate with team members at all levels within the organizations Excellent organizational skills with the ability to prioritize a multitude of tasks by volume, urgency, etc. Proficient in administrative tasks, filing, and general office skills; detail-oriented Ability to cross-functionally coordinate/collaborate various team projects & initiatives. Ability to demonstrate creative design abilities used in the creation of a wide variety of content preferred Key Measures of Success/Key Deliverables Effective administration of responsibilities Contribute to the assigned team by achieving goals and delivering results Meet administrative support needs of assigned ELT member(s) or Sr Leaders Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $21.5 hourly Auto-Apply 1d ago
  • Manager in Training

    Forum Credit Union 3.7company rating

    Fishers, IN job

    Are you looking to grow your career in branch management while making a difference in your community? Join us as a Manager in Training at FORUM Credit Union! You'll become a trusted advisor to our members and a reliable leader in our organization. Responsibilities Daily responsibilities include: Learning various principles of management and understanding branch operations, member products, services, networking, and sales. Accurately and efficiently assisting members with transactions, problem-solving, and account maintenance. Support the Branch Manager in daily tasks and help compile and maintain branch statistics. Recommending credit union products and services while assisting the Branch Manager on a daily basis. Compiling and maintaining branch statistics and performing loan interviewer duties. Meeting individual monthly goals and addressing member and employee concerns. You may enjoy this job if: You are seeking a Branch Management position You are a problem solver, with attention to detail You are a team player, but can also work independently You have the ability to multi-task and adapt to change You want career opportunity and growth Qualifications What we are looking for: College Degree or Equivalent Work Experience Preferred Degree in Business Related Field Prior Financial Institution Knowledge Demonstrated Leadership Skills Preferred Customer Service experience Strong Interpersonal and Networking Skills Preferred Sales Experience Employee Perks: $23-26/hour plus up to $15k/annually in bonuses Student Loan Reimbursement Tuition Assistance Wellness Programs Community Involvement and Paid Volunteer Time Professional Development/Award Winning Training Program 401K with Match Comprehensive Benefits Package Generous Paid Time Off Please note: A criminal background screen will be conducted upon hire. FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $23-26 hourly Auto-Apply 4d ago
  • Senior Credit Officer

    Old National Bank 4.4company rating

    Indianapolis, IN job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Senior Credit Officer that will be responsible for the daily activities of the Commercial Underwriters, maintaining an efficient workflow while promoting a collaborative experience between their direct reports, Relationship Managers, segment leadership, and other internal support areas. Within the Business Banking Credit Center (BBCC), the Senior Credit Officer oversees the underwriting of loan requests with aggregate exposures below $1 million. This individual will manage all activities of the BBCC UWs, which will include oversight of all analyst tasks and functions necessary to analyze, decision, and manage credit relationships in the Commercial portfolio, along with credit risk administration duties, orderly flow of credit approvals through the analysis process and productivity for all direct reports. Responsible to maintain loss ratios, accurately assess risk and assign the appropriate risk rating in an efficient manner following established underwriting guidelines and procedures. This position requires strong communication, leadership and critical thinking skills, thorough knowledge of industry and bank underwriting standards, and the confidence to make and support loan decisions We are an in-office working environment. This position can be located in one of the offices within our footprint. Salary Range The annual salary range for this position is $106,100 - $214,600. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Ensure credit quality targets for the loan portfolio are met * Ensure analyses of underwriters are appropriate and asset quality ratings are accurate * Engage with Credit Strategy to leverage portfolio data and industry/market trends to provide administrative oversight of the Commercial loan portfolio * Ensure compliance with established corporate standards for Commercial portfolio * Understand the state of the loan portfolio, identifying areas of potential concern and growth opportunities Coach, develop and maintain a competent team of credit professionals * Develop Underwriters through appropriate training to ensure analysis on credit approval memorandums is accurate, factually correct and meets bank requirements to make fully informed credit decisions * Assist with evaluating, analyzing, and decisioning eligible loan applications while exercising granted loan authority in a responsible manner * Lead and coach a team of credit professionals and successfully motivate direct reports to perform at a high level and achieve their own performance and career objectives * Maintain and grow analytical skills and industry knowledge through internal and external training and development opportunities Maintain an environment that is collaborative, controlled, monitored, and efficient * Collaborate with staff and production peers while executing the Bank's Commercial Strategy * Empower team to engage with Commercial Relationship Managers, CBU Agents, and Documentation Specialists as applications progress through internal commercial lending processes and deploy problem solving and critical thinking skills as needed. * Complete special projects at the direction of the Bank's credit administrators, which may include action and responses to OCC exams, internal audits, and loan review reports. Key Competencies for Position Develops Talent - Optimizes talent within business area to achieve goals * Actively supports people development through formal programs as well as targeted stretch assignments * Continuously evaluates talent within business area and is quick to take action to remove barriers and close talent gaps through effective feedback and coaching * Cultivates an environment of trust and optimizes talents and capabilities within business area through a culture of continuous feedback and coaching * Actively seeks to attract and retain best-in-class, diverse talent Makes Decisions & Solves Problems - Proactively sources and analyzes comprehensive data to define and solve complex business problems that leads to sound decisions * Proactively analyzes and owns qualitative and quantitative data to define business areas problems and opportunities through effective collaboration * Collaborates to compile information needed to create a sound approach by leveraging internal and external resources * Considers business area, organizational, and individual realities along with impact on the business before developing solutions and makes sound business decisions based on a blend of analysis, wisdom, experience and judgment * Creates plan to meet goals and objectives within business areas diminishing gaps and evaluating progress along the way allowing for adjustments Delights Clients - Builds a best-in-class client experience across the business area * Fosters an environment where team members passionately serve internal/external clients with excellence * Fosters a growth mindset by keeping current with development and trends in business area and sharing information to build knowledge base of business area and enhance client experience * Understands data, metrics and/or financial information and how they tie to business outcomes related to client, business area and organization * Fosters a culture of accountability within business areas where business area nurtures client relationships by listening, prioritizing and acting responsibly to meet client needs, mitigate risk and add shareholder value Qualifications and Education Requirements * Bachelor's degree in Finance, Accounting, or related area or equivalent experience * 10 or more years of experience as a Commercial Underwriter/Analyst or related positions * Previous management or leadership experience preferred * Ability to analyze and interpret financial statements and understand complex accounting principles * Thorough knowledge of risks associated with all types of industries * Thorough knowledge of loan structuring, borrowing causes and lending standards to ensure loan applications are evaluated efficiently, effectively, and in accordance with regulations * Must possess (or willing to possess in short order) a deep understanding of ONB's Credit culture, loan policies, and loan guidelines and procedures with ability to property mitigate exceptions when granted. * Demonstrated proficiency and attention to analysis utilizing qualitative and quantitative detail Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $106.1k-214.6k yearly Auto-Apply 14d ago
  • Application Analyst III

    Old National Bank 4.4company rating

    Evansville, IN job

    Old National Bank has been serving clients and communities since 1834. With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking an Application Analyst III that will be responsible for working with assigned internal clients to assist them in achieving their business objectives through effective development and support as part of the Commercial Banking Payments, Commercial Online Banking, or Treasury Management Systems Team. Key responsibilities include managing systems such as PEP+, Wire, Fiserv Commercial Center, FIS XAA, Swift, ACH, instant payments (FedNow) and real-time payments. Writing specs for new application needs, implementing applications, and supporting and testing existing applications for various issues and updates. The Application Analyst III works independently with minimal guidance to contribute to the design, configuration, build, and daily support of these solutions and actively engage with business partners to solve business problems. A strong passion to continuously improve the user experience and enterprise efficiency is required, as this role will work to turn ideas into deliverables and valuable business solutions. Salary Range The salary range for this position is $77,900 - $153,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Support and Manage Current Applications * Develop in-depth conceptual and practical knowledge of appropriate software applications used and supported by the organization. Continually build product knowledge of existing product features and product requirements. * Manage, coordinate, and provide consultative support to the day-to-day functioning of business line clients. * Provide superior customer service to external/internal clients, including response to incidents, proactively notifying customers of issues, assessing and communicating business impact, and identifying root cause. * Lead monitoring and testing of new releases and systems, as well as changes and fixes to existing systems, to ensure effective implementation. * Analyzes system logic and uses evaluative judgment to make recommendations and implement enhancements or fixes. * Communicate and addresses complex application problems/issues and planned resolution to key stakeholders, including management, development teams, end users and unit leaders. * Clearly communicate complex technical solutions in a manner that is understandable to internal customers and other partners. * Must be able to understand, generate, and amend technical documentation in addition to completing formal process documentation. Facilitate enhancements in line with changing business needs * Create and foster partnerships with internal stakeholders to develop a solid knowledge base of the business, including needs and opportunities specifically related to application/IT platform solutions. * Formulate and define scope and objectives for changes through research and fact-finding combined with an understanding of business systems and industry standards; documents requirements. * Research and review new or upgraded application functionality with business partners to help them prepare appropriate training and procedures updates. * Develop and cultivate relationships with vendors and external industry contacts; work closely with vendors to ensure third party applications operate as documented. * Provide intermediate to complex analysis, supporting the planning and implementation of systems and upgrades, and process changes. Compliance and Risk * Prepare documentation of changes for SOX, internal and external auditors, and other regulatory agencies, as needed. Maintains current knowledge of industry developments including changes in technology and regulations. * Review and monitor analytics, statistics, and relevant data/information. Key Competencies for Position * Problem Solving/Decision Making * Seeks and leads efforts to identify what caused the issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and are based on a blend of analysis, wisdom, experience, and judgement. * Collaboration * Builds rapport and effective relationships with all levels of internal and external stakeholders. Strives to find effective solutions by engaging different ideas, perspectives, and line of business expertise when analyzing a situation or developing a solution. * Drive and Execution * Self-motivated and committed to achieving established goals, overcoming obstacles, and continuously learning to improve performance. Effectively collaborates with others to change/challenge work processes and methods in order to improve performance/achieve goals. * Planning and Organizing * Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives. Sets clearly defined objectives, plans, activities, and tasks to achieve goals; plans for contingencies. Manages assigned tasks within a project with limited supervision. * People Leadership * Uses appropriate interpersonal styles and techniques to gain acceptance of ideas or plans; modifies one's own behavior to accommodate tasks, situations and individuals involved. * Culture Leadership * Listens openly, recognizes different viewpoints, and builds on areas of agreement; gains cooperation through influence; builds effective working relationships within and outside the Department, establishes trust, credibility, and respect through a track record of meeting commitments. Qualifications and Education Requirements * Requires expertise with Commercial Online Banking, or Payment systems such as PEP+, Wire, Commercial CC, Swift, ACH, instant payments (RTP, FedNow), real-time payments, or Fiserv Commercial Center, FIS XAA.. * 3+ years' experience supporting the configuration and/or development of Banking or Financial Trading systems. * Prefer experience with ServiceNow. * Expertise with the Software Development Life Cycle and Agile. * Ability to manage multiple concurrent projects/tasks. * Excellent verbal and written communication skills to technical and non-technical audiences of various levels in the organization. * Bachelor's degree in computer information systems, Computer Science or equivalent work experience. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $77.9k-153k yearly Auto-Apply 39d ago
  • Operational Risk Manager

    Old National Bank 4.4company rating

    Evansville, IN job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Operational Risk Manager serves as a key member within the bank's Second Line of Defense, supporting the Operational Risk Director in the oversight and enhancement of the enterprise-wide operational risk framework. The Operational Risk Manager is responsible for managing a team that drives risk identification, assessment, and monitoring activities across the bank. The position plays a critical role in strengthening risk governance, enhancing control environments, and ensuring alignment with OCC regulatory expectations. Through collaboration with business units, senior stakeholders, and other risk functions, the role promotes a culture of proactive risk management. Salary Range The salary range for this position is $81,700 - $165,100 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Lead the Operational Risk Management Framework * Lead the ongoing development, implementation, and enhancement of the enterprise-wide Operational Risk Management Framework, ensuring alignment with regulatory expectations and industry best practices. * Oversee the design and execution of core Operational Risk Management Programs, including but not limited to the Operational Loss Event Program, the Risk and Control Self-Assessment (RCSA) Program, the Control Monitoring and Testing Program. * Develop, design, and maintain detailed procedures and documentation for ORM team core activities, ensuring clarity, consistency, and alignment with the broader risk framework and regulatory expectations. * Exercise effective challenge as part of the Second Line of Defense by independently reviewing and assessing First Line risk activities, control environments, and remediation plans. * Collaborate with cross-functional teams to evaluate operational risk implications of new products, services, and strategic initiatives, providing independent challenge and risk-based recommendations. * Monitor and track operational risk issues and control gaps through established governance routines, ensuring timely remediation and escalation where appropriate. * Support the ongoing development, implementation, and enhancement of enterprise-wide taxonomies, including but not limited to the Risk Taxonomy, Process Taxonomy, Control Taxonomy, promoting consistency in risk identification, control mapping, and reporting. * Partner with First Line and Internal Audit to ensure alignment and transparency across risk assessments, control testing, and issue management processes, while maintaining independence and objectivity in Second Line oversight. Risk Assessments * Lead and coordinate operational risk assessments across enterprise functions and lines of business, evaluating inherent risks, control effectiveness, and residual risk exposures. * Develop and maintain standardized methodologies, tools, and procedures for conducting risk assessments. * Perform independent Second Line assessments to validate First Line risk evaluations, providing objective analysis and effective challenge where appropriate. * Collaborate with First Line stakeholders to support the execution of RCSAs, offering guidance on risk identification, control mapping, and risk rating. * Document and communicate assessment results, including key findings, risk ratings, and recommended actions, to senior management and governance committees. * Monitor and track remediation efforts resulting from risk assessments, ensuring timely resolution and escalation of high-risk issues. * Integrate assessment outcomes into broader operational risk reporting and risk profile updates. Control Monitoring & Testing * Design and execute an independent control monitoring and testing program to evaluate the effectiveness of key controls across enterprise functions and lines of business. * Develop methodologies, procedures, and testing scripts tailored to operational risk control objectives. * Lead targeted control testing based on risk assessments, loss event trends, and emerging risks, providing objective analysis and effective challenge to First Line control activities. * Track and monitor remediation efforts resulting from control testing. * Collaborate with First Line stakeholders to validate control design and implementation, while maintaining independence in testing execution and reporting. * Integrate control testing outcomes into operational risk reporting and governance routines, informing risk profiles, control ratings, and strategic decision-making. * Continuously enhance the control testing program based on regulatory feedback, internal audit findings, and industry developments. Communicate and Report Operational Risks: * Develop and deliver reporting on operational risk exposures, trends, and emerging issues to senior management, risk committees, and other governance forums. * Communicate results of control monitoring, testing, and RCSA activities, highlighting areas of concern, control weaknesses, and recommended remediation actions. * Ensure timely escalation of significant operational risk events, control failures, or emerging threats in accordance with established governance protocols. * Collaborate with business units and support functions to ensure consistent messaging and understanding of operational risk issues, remediation plans, and risk appetite alignment. * Contribute to the development of executive-level materials, including board and regulatory reporting, that reflect the status and effectiveness of the operational risk program. * Serve as a key liaison for operational risk communications between the Second Line of Defense and First Line stakeholders, promoting transparency and accountability. Risk Leadership: * Lead and execute strategic initiatives, special projects, and ad hoc assignments in coordination with Enterprise Risk Management. * Develop and maintain strong, collaborative relationships across all levels of the organization, serving as a key liaison with internal and external auditors, consultants, and regulators on matters related to operational risk. * Establish and sustain effective partnerships with line of business leaders and risk management colleagues to drive alignment, promote risk transparency, and support the execution of enterprise risk objectives. * Provide leadership and oversight to a team of operational risk professionals, including direct reports, fostering a high-performance culture and ensuring accountability for risk management deliverables. Key Competencies for Position People Leadership: * Coach & Empower Others: Provides timely feedback, support, and guidance to encourage and support associates to accomplish tasks, solve problems, and enhance their professional development. * Lead Change: Leads change efforts, engaging team members who are resistant to change to gain their support and commitment, helps associates understand why the change is occurring, continuously sharing information, and assessing the adoption of the change. Culture Leadership: * Culture & Values Leadership: Demonstrates Old National's culture in daily interactions and encourages associates to live by our culture and core values. Execution Leadership: * Drive and Execution- Committed to achieving established goals, overcoming obstacles, and continuously learning to improve performance * Establish Plans & Priorities: Ability to determine a course of action and establish a timeframe to complete individual objectives and team goals. * Performance/Monitoring/Measurement: Focuses on personal and team performance to achieve goals and line of business objectives. Qualifications and Education Requirements * Bachelor's Degree in Business, Finance, Accounting, or related field; advanced degree (MBA, MS) or professional certifications (e.g., CERP) strongly preferred. * 10+ years relevant experience in operational risk management within a regulated financial institution, with expertise in second line of defense functions. * 3-5 years of management experience * Strong understanding of operational risk frameworks, control environments, and regulatory expectations (particularly OCC guidelines). * Proficiency in risk assessment methodologies, control testing techniques, and risk reporting tools. * Experience with GRC platforms and data analytics tools is a plus. * Proven ability to lead and develop high-performing teams, including direct reports and matrixed contributors. * Excellent written and verbal communication skills, with the ability to present complex risk concepts to senior leadership and governance committees. * Strong interpersonal skills and ability to build effective relationships across business lines and control functions. * Ability to think critically and strategically about risk issues, emerging threats, and control effectiveness. * Experience supporting regulatory exams, internal audits, and board-level reporting. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $81.7k-165.1k yearly Auto-Apply 60d+ ago
  • Mortgage Disclosure Desk Coordinator

    Old National Bank 4.4company rating

    Evansville, IN job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Mortgage Disclosure Desk Coordinator position is responsible for ensuring that all Initial and Re-Disclosure Loan Disclosure packets are completed and delivered to the applicants in accordance with all regulatory and secondary market requirements and within Service Level Agreements. The Mortgage Disclosure Desk Coordinator works closely with various members of the Mortgage Team to verify accuracy of data and resolve any issues/discrepancies to prevent non-compliance with Federal and State Regulations and avoid tolerance cures. Key Accountabilities Review initial loan submission from the Mortgage Loan Originators for accuracy. Make any necessary changes to avoid tolerance cures or other regulatory violations. Prepare and deliver a final Loan Estimate along with all other required documentations to the applicant(s) Work with Mortgage Loan Originators, Processor and Underwriters to review any change circumstances that are presented. Once a valid changed circumstance is identified, the Disclosure Desk Coordinator will prepare a revised Loan Estimate and deliver this to the applicants in a timely manner to avoid delays in closing dates or any tolerance cures. Review all documents included in an initial disclosure and re-disclosure package to ensure accurate completion. Track all new applications within the loan processing system to ensure timely delivery of all disclosures. Track all existing applications within the loan processing system and provide timely re-disclosure through identification of loan changes within the pipeline. Assist with answering questions regarding initial or re-disclosures Participate in any compliance related projects pertaining to regulatory disclosures Assist in any disclosure compliance related training for mortgage associates Ensure accuracy of all HMDA related information pertaining to information collected from the initial application and disclosures Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Competencies for Position Operational Knowledge and Organizational Skills Demonstrates a sound understanding of applicable Federal and State Regulations, including TRID, RESPA, HMDA, ECOA, etc; and the ability to apply this knowledge to individual situations. Ability to accurately identify valid changed circumstances Great attention to detail, ability to prioritize and function accurately under the pressure of deadlines. Working knowledge of all loan types/loan programs offered by Old National Bank, including FHA, VA, USDA, and Construction-to-Permanent loans. Communication Skills Ability to clearly communicate information to Mortgage Loan Originators, Sales Managers, Processors, and Closers Promptly respond to questions from other departments Effectively work as part of a team Qualifications and Education Requirements High School graduate or equivalent. 5+ years of previous mortgage experience including an in-depth knowledge of regulatory requirements for loan disclosures Experience with Ellie Mae Encompass preferred Key Measures of Success/Key Deliverables: Disclosures delivered within regulatory requirements and Service Level Agreements Minimize losses to the bank by accurately completing required disclosures and properly analyzing valid change circumstances Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $17 hourly Auto-Apply 1d ago
  • BSA/AML Business Sys Alst, Sr

    Old National Bank 4.4company rating

    Indianapolis, IN job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values . Responsibilities The Senior BSA/AML Business Systems Analyst will assist management in minimizing risk to the Bank by providing support to key systems used by the Financial Intelligence Unit (FIU) to detect and mitigate unusual activity and customers that may pose higher risk to the Bank. The analyst will provide superior support to all departments of BSA/AML and may also provide support to the Fraud department, as requested. The analyst must be able to work in a collaborative environment as well as manage multiple demands and deadlines. They must keep abreast with current and emerging money laundering and financial crime trends along with understanding the Risk Appetite of the Bank to manage, identify, and adjust to the changing BSA/AML risk landscape which includes the ability to structure “outside of the box” solutions. The position will report directly to the BSA/AML Systems Manager. Key Accountabilities Monitors performance of BSA AML systems/models Daily support of the bank's transaction monitoring system and other models, which includes monitoring the import of data, monitoring of alert generation, and resolution of data import issues Daily support of the Customer Risk Rating (CRR) model such as job completion, file downloads and error resolution Automate reports and processes of all areas of BSA/AML to create efficiencies Collaborate with all members of the BSA/AML Systems and IT partners on all BSA/AML System upgrades and patches Perform periodic and ongoing data validation of BSA/AML System data imports to ensure accuracy, integrity, and completeness of data Perform periodic and ongoing data validation of the CRR model and other models to ensure accuracy, integrity, and completeness Adheres to corporate change management processes and prepares sound documentation to support such changes Develop new processes or reports to support BSA/AML/OFAC programs Development of reports and queries to support all BSA/AML teams based upon business requirements Assist with the development of new suspicious activity monitoring agents which may include development of SQL statements for implementation Assist with the development of new data imports or changes to data imports, as needed Provide support to BSA AML departments and corporate teams Assist with testing related to mergers and divestitures and with corporate projects and initiatives that impact BSA/AML Systems, including the CRR Model Assist with data needs for BSA/AML Risk Assessment and any examinations Assist with data to be used in tuning of existing and development of new suspicious activity monitoring agents Key Competencies for Position Develops Talent: Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs. Continuously develops self for current and future roles. Compelling Communication: Openly and effectively communicates with others to maintain transparency on information and ideas. Openly asks for others' opinions and ideas while listening actively to gain support even when clarifying expectations, agreeing on a solution, and checking for satisfaction. Makes Decisions & Solves Problems: Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency and to understand the root cause of problems. Evaluates new information and researches any positive or negative outcomes using decisions that are sound, based on what is known at the time. Leads Inclusively: Gathers information with curiosity and humility to learn more about others with differing backgrounds and cultures to be an advocate for diverse perspectives. Actively examines own biases and behaviors to avoid stereotypical responses. Qualifications and Education Requirements Bachelor's Degree in Technology, Business, Data, Math, Statistics, or related field, preferred. An Associate degree with relevant experience may be considered 2-8 years relevant experience in BSA/AML, technology, or banking relevant business experience. Background in banking processes or banking compliance desirable CAMS, CAFP, or CRCM, preferred Advanced statistical model knowledge, including model development, documentation, implementation and calibration, preferred Experience with data mapping, documentation, and validation Ability to exercise logical and analytical processes to problem-solve and develop creative solutions Experience creating dashboards and reporting utilizing a variety of tools including PowerBi for use in management oversight Proficiency extracting data from databases (i.e., SQL) Excellent verbal and written communication skills and interpersonal skills Proven ability to work in a collaborative team environment while still completing assigned projects independently Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $85k-103k yearly est. Auto-Apply 4d ago
  • Commercial Underwriter C&I

    Old National Bank 4.4company rating

    Indianapolis, IN job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $60,000 - $165,100 per year plus bonus. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are growing and have opportunities for Commercial Underwriters/Credit Analysts/Portfolio Managers for C&I. This role has the primary responsibility of underwriting lending opportunities, balancing risk and growth ensuring loan structures are appropriate and consistent with bank lending standards. You will assign an appropriate asset quality rating, in a fast-paced, high volume environment completing a detailed financial analysis to obtain a deeper understanding of an application's credit risk. You will collaborate with Relationship Managers, and internal support staff to provide credit expertise to underwrite and monitor the portfolio. We are an in-office working enviornment with the following locations for you to work with team members; Evansville IN, 8750 W. Bryn Mawr Chicago (near Rosemont and the Cumberland Blue line station), 180 N. LaSalle Chicago, Hickory Hills IL, McHenry IL, Gurnee IL, Sycamore IL, Milwaukee on Capital Drive and 76th, Madison Capital Square, Troy MI, Nashville Gulch TN, and Indianapolis 900 E. 96th at Parkwood. Key Accountabilities Underwrite Loans Underwrite credit requests focusing on appropriate due diligence, risk assessment and asset quality ratings (AQR) Meet quality standards as outlined in ONB underwriting guidelines and policy; evaluation by Loan Review, OCC, and/or others may identify unacceptable underwriting or inaccurate asset quality ratings (AQR) Meet or exceed productivity expectations for annual credit approval memorandum (CAM) volume Produce a high quality and accurate analysis while also not sacrificing efficiency in a fast-paced, high volume environment juggling multiple requests while adhering to client driven response timelines, etc. Partner with respective Relationship Managers as well as Treasury Management Partners Provide credit expertise using a consultative approach; assist in structuring loans applying proficient knowledge, understanding, and application of ONB guidelines/standards/policies, risk assessment and analysis; effectively communicate risks, questions, and options to RM seeking win-win solutions. Deliver exceptional internal customer service and adopt new processes and new tools, as available. Develop and enhance knowledge of assigned segmentation and portfolio by leveraging internal and external resources and expertise Partner well with associates on revenue generating sales team, support teams and others in Credit to ensure a collaborative, team, and empowered environment Monitor Portfolio Accurately assign asset quality ratings (AQR) Work with assigned Relationship Managers to monitor the credit portfolio to maintain strong asset quality; review trend analysis reports, address default situations, delinquencies, review maturing notes, receipt of financial information, review covenant default and Borrowing Base Certificate (BBC) reports and other reports as appropriate. Prepare credit data in Special Assets Assessment and Action Summary (SAAAS) and Upgrade Hurdles, as necessary, working with assigned Relationship Managers Commercial Underwriters may monitor overlines and Treasury Management/ACH risk reports or other trends, as appropriate Key Competencies for Position Cultural Leadership: Communication - effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience, and selects suitable delivery methods. Collaboration - actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives. Execution Leadership: Drive and Execution - committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; seeks and leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets. Problem Solving/Decision Making - with minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources (e.g., lines of business, subject matter experts, data, policies, procedures, etc.) to ensure effective action and shared ownership; decisions are sound based on what was known at the time and are based on a blend of analysis, wisdom, experience, and judgement. Adaptability - flexible and agile (can be a utility player); modifies behavior and approach in order to deal effectively with changing business needs, conditions, work responsibilities and requirements, and client needs; maintains effectiveness when experiencing change; accepts new challenges/shifts/change in a "can-do" way; focuses on the beneficial aspects of change Technical Knowledge - possesses the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise; applies credit and banking expertise, industry knowledge, skills and abilities to demonstrate and sustain a depth and breadth of applicable technical underwriting knowledge Client Leadership: Client Leadership - Puts the (internal and/or external) client in the forefront; strives to delight clients/partners by becoming a trusted advisor, establishes long-term productive relationships by viewing and understanding outcomes and operations through the eyes of the client, identifying and acting upon needs, and delivering increased value Qualifications and Education Requirements Demonstrate at least 3-7 years progressive experience within Commercial Credit for C&I is required with each incremental level of responsibility. Demonstrated ability to independently (with limited oversight), understand, analyze and interpret financial statements Understands and takes appropriate action related to risks associated with lending to various types of industries. Basic knowledge of loan structuring, borrowing causes and lending regulations; ability to comply and conform to ONB lending policies, guidelines and standards Must be able to make sound independent decisions and communicate those decisions clearly and effectively to the internal/external client quickly given the high volume, fast-paced environment Must be able to actively listen, quickly identify issues as well as opportunities when they arise, and problem solve in real-time to move the work accordingly Must feel comfortable working in a collaborative team environment along with being an independent thinker. Bachelor's degree in finance, accounting or equivalent experience Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $43k-54k yearly est. Auto-Apply 1d ago
  • Member Center Manager (Branch Manager)

    Beacon Credit Union 3.9company rating

    Beacon Credit Union job in Mitchell, IN

    Job DescriptionRoleTo direct the operations of a full service credit union member center supervising a full-time staff. To ensure high quality service is delivered through a trained and motivated staff. To achieve member center financial, operational, and growth plans. Major Duties and Responsibilities Directs and monitors a staff to ensure professional, courteous and prompt service to the member center members while assuring effective utilization of personnel. Develops and motivates staff through timely and objective performance evaluations, equitable salary structure, appropriate training and disciplinary action. Facilitates staff meetings to improve quality service, product knowledge and communication. Responds to member inquiries regarding credit union products and services. Resolves members grievances within credit union policies and procedures within their knowledge base and/or authority. Performs member transactions and account opening and maintenance duties as needed. Monitors and develops member center growth in deposit, loan, and membership activity to ensure the attainment of established goals while staying within budgeted operating plan. Ensures all activities are in compliance with established credit union policies and procedures and government laws and regulations. Participates in community activities and calls on organizations to enhance public awareness of the credit union. Maintains security and general upkeep of member center facility. Performs other duties as assigned. Position QualificationsMinimum one to three years of similar or related experience required. Prior management experience preferred.Equivalent to a four-year degree or proven ability through prior experience Ability to communicate (both oral and written) Extremely detail-oriented Excellent judgmentA significant level of trust and diplomacy Ability to work with little or no supervision Ability to lead a team Ability to foster sound relationships with other entities Ability and willingness to attend functions outside normal work hours Standard position hours are Monday through Friday 8:15-5:15 and Saturday 8:45-12:15. Typically two Saturdays off per month. Employee will typically have a 1/2 day off during the same calendar week when working Saturday morning. Hours may vary based on member center coverage needs. Candidates with ties to the geographic area are preferred. Available Benefits Include:- Health, dental and vision insurance- Paid time off- 401(k) match- Incentive/bonus program- Tuition reimbursement- and more! Job Posted by ApplicantPro
    $49k-58k yearly est. 14d ago
  • Dispute Resolution Specialist

    Forum Credit Union 3.7company rating

    Fishers, IN job

    At FORUM Credit Union, we're more than just a workplace. We're a community where your work makes a real difference in our members' lives, especially when they face financial challenges. We are seeking a detail-oriented and proactive Dispute Resolution Specialist to join our team. You'll play a crucial role in addressing and resolving member disputes related to Debit card transactions, including chargebacks, fraud claims, and merchant discrepancies. Working closely with key vendors like Fiserv, Pulse and MasterCard, you'll ensure our members receive clear, compassionate support during complex financial situations. Responsibilities What You'll Be Doing: Debit Card Dispute Resolution: investigate and resolve member disputes related to Debit card transactions, including chargebacks and fraud claims, in a timely and effective manner. Vendor Communication: regularly liaise with external vendors, such as Fiserv, Pulse and MasterCard, to resolve disputes and manage chargeback processes. Member Support: act as a primary contact for members experiencing Debit card issues, providing clear, empathetic, and professional support. Fraud Monitoring: proactively monitor accounts for fraudulent activity, taking swift action to mitigate risk and protect member interests. Compliance and Reporting: ensure all dispute resolution activities are compliant with Fiserv, Federal, and MasterCard regulations. Maintain accurate records and perform daily reporting tasks. Claims Management: efficiently file and manage Trustage plastic card bond claims, ensuring accuracy and compliance. Process Improvement: continuously seek ways to improve the dispute resolution process, aiming for increased efficiency and member satisfaction. Team Collaboration: work closely with the customer service and fraud departments to share insights and develop best practices for handling disputes and fraud prevention. You'll thrive in this role if you: Embrace Accountability: you take ownership of your tasks and are committed to delivering results. You're not just looking for a job; you're looking to make a real impact. Pay Attention to Detail: you understand that the little things matter, especially when it comes to managing financial disputes. Your keen eye for detail ensures accuracy and thoroughness in every task. Are Service-Oriented: you put the needs of our members first, always looking for ways to exceed their expectations. You're not just solving financial issues; you're providing peace of mind. Have Strong Interpersonal Skills: you know that effective communication is key to building trust and maintaining positive relationships. Whether you're interacting with members or collaborating with teammates, you do so with respect and empathy. Can Manage Quality and Quantity of Work: you're able to handle a high volume of tasks without compromising on quality. You set high standards for yourself and constantly look for ways to improve. Qualifications What We're Looking For: High school diploma or GED required. 1-3 years of experience in a similar role, ideally within a banking or financial services environment. Proficiency in Microsoft Excel and experience with database management. Strong analytical skills and attention to detail. Employee Perks: Competitive Pay Student Loan Reimbursement Tuition Assistance Wellness Programs Community Involvement and Paid Volunteer Time Professional Development/Award Winning Training Program 401K with Match Comprehensive Benefits Package Generous Paid Time Off Please be aware that a criminal background screen will be conducted upon hire. FORUM Credit Union is dedicated to building a diverse, inclusive, and supportive workplace. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
    $40k-51k yearly est. Auto-Apply 1d ago
  • Fixed Income Analyst

    Old National Bank 4.4company rating

    Evansville, IN job

    Old National Bank has been serving clients and communities since 1834. With approximately $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities This position will be responsible for credit analysis, strategy implementation and ongoing monitoring of Old National Wealth Management's hundreds of centrally traded taxable and non-taxable total return fixed income accounts. This position also assists in the evaluation of initial bond offerings and their suitability in ONWM's centrally managed portfolios. Communication with portfolio managers and supporting the Fixed Income Team on special projects are other responsibilities of this position. Salary Range The salary range for this position is $62,300 - $122,400 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Implementing fixed income strategies in non-institutional centrally managed accounts Account maintenance-staying current on cash management and keeping accounts in-line with strategy targets for sector weights and duration for each fixed income strategy Communicating with portfolio managers to understand investment objectives and cash reserves as well as when distributions and/or contributions are expected for hundreds of accounts. Analyzing and implementing new issue corporate and municipal bond needs across centrally managed accounts Working with the other fixed income portfolio manager and traders to match portfolio needs with new issue availability for the purpose of determining sizes of large new issue orders Helping with credit analysis of new issue corporates Supporting the Fixed Income Team Using specialized software to create fixed income analytical reports needed by the Fixed Income Team Collecting research and information for fixed income team meetings as well as portfolio manager meetings Helping to analyze tender offers from corporations and reporting recommendations to portfolio managers Key Competencies for Position (for this role, place in order of importance and remove if does not apply) Technical Knowledge- Ability to learn to use Bloomberg and BondEdge platforms while being familiar with fixed income industry terminology. Attention to Detail- Buying/Selling millions of dollars of bonds to achieve duration, sector, and credit quality targets of each strategy while keeping detailed notes on each account Collaboration with others- Must communicate easily with both the fixed income team as well as portfolio managers to adapt to constant changes in hundreds of accounts Qualifications and Education Requirements Bachelor's degree in finance, Business, Accounting, Mathematics, or related field 1 to 3 years of related securities experience (job level will depend on experience level. Fixed Income Analyst requires less than 1 year experience; Fixed Income Analyst II requires 1 - 3 years of related experience.) Financial Analysis: ability to prepare and analyze a variety of financial reports Reasoning Ability: Demonstrate the ability for critical thinking and problem solving Office Skills: Excel, Word, and Outlook while comfortable learning complex new software and platforms Key Measures of Success/Key Deliverables Performance and consistency of all non-institutional Fixed Income composite accounts AUM of Fixed Income composites Number of trade errors needing to be reversed annually Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $62.3k-122.4k yearly Auto-Apply 1d ago
  • ERM Data Product Owner

    Old National Bank 4.4company rating

    Evansville, IN job

    Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The ERM Data Product Owner is responsible for leading the development, implementation, and continuous improvement of data products that support Enterprise Risk Management (ERM) objectives. This role bridges data governance, analytics, and risk strategy to ensure data assets are leveraged effectively for risk identification, mitigation, and regulatory compliance. The Data Product Owner will build from the ground up data analytics capabilities for the Risk Management Team. The Data Product Owner will partner with the most senior leaders across the Risk Organization.This position reports directly to the GRC Platform and Data Analytics Manager. The Data Product Owner establishes, plans, and administers the overall goals and roadmap of the Risk Management data strategy. They provide strategic guidance and overall direction on solutions and closely partners with the Risk Leadership Team. Salary Range The annual salary range for this position is $77,900 - $153,000. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Risk Management Data Roadmap: * Collaborates with Risk Leadership Team to build and maintain data roadmap and strategy * Provides strategy and manages execution of building a data consumption layer (semantic) in the modern data warehouse to promote ease of use and self-service. * Maintains/Oversees overall data projects for their respective line of business * Partners with Chief Data & Technology Officer & team to review and approve proposed architecture for their data assets within a particular line of business * Provides executive leadership team with periodic updates on Risk Management data roadmap * Understands collection, management, and storage of Risk Management data across an organization * Fosters a relationship of trust and playing an advisory role in the use of data to improve performance and business-wide strategy formulation Develop and Implement Power BI Reports: * Creates a consistent dashboard, reporting, and analytics experience for the Risk Team members * Understands functional requirements of Power BI and can design a data model to transform raw data into meaningful insights * Convert business requirements into technical specifications and implement them through reports that support decision-making * Perform DAX queries and functions in Power BI Risk Management Data Governance & Controls: * Fully understands Risk Management data landscape and partners to identify business ownership * Highly collaborative role and will assist in overseeing data governance * Provides oversight and updates to executive leadership on data risks and issues * Establish data controls for their respective line of business * Provides thought leadership on Data Policy, Standards, and Procedures * Oversees and ensures execution of policy and standards * Information Owner on strategic data platform(s) to ensure resiliency, security, access, and data flow * Contributing to data privacy policies and complying with data protection regulations Risk Management Data Team Management: * Overseeing data management, data analytics, and data governance projects * Accountable to grow, lead, motivate, and manage the Risk Management data program * Responsible for training and enabling Risk Management stakeholders on the data products created and published * Develop and maintain communications plan with partners, team members, and senior leadership * Provide senior leadership on building a data culture across the organization * Works closely with the data and technology departments in organizing and creating an environment that makes data and information accessible with appropriate channels of access controls Business Process Improvement: * Identify opportunities to leverage data management processes and reduce manual testing and monitoring processes. * Identify trends, anomalies, and opportunities through data analysis to support risk management and strategic planning. * Work with our Data Governance team to ensure adherence to data governance policies and procedures to ensure data integrity and accuracy. * Work with stakeholders to assess and improve data quality and consistency. Key Competencies for Position * Strategy in Action - Build your strategic mindset capability * Compelling Communication - Openly and effectively communicates with others * Makes Decisions and Solves Problems -Seeks deeper understanding and takes action Qualifications and Education Requirements * Bachelor's degree in Management Information Systems, Computer Science, or related fields * 5+ years' experience in data management role * 3+ years' experience in building/maintaining data governance * 3+ years' experience in data lifecycle policy and standards * 3+ years' experience in banking and finance (Preferred) * Knowledge and experience with PowerBI, SQL, and/or Python * Knowledge of industry leading practices in Data Architecture, Analytics/Reporting, and Governance * Strong written, verbal, and interpersonal skills with executive leadership * Demonstrated ability to communicate and lead culture change initiatives * Strong project management skills * Result-driven individual, be highly creative and analytical, be a strategic thinker, have an ability to work comfortably in a collaborative setting, * Comfortable working with business top-leadership and executives * Highly organized, have an ability to work on multiple simultaneous projects and meet tight deadlines Key Measures of Success/Key Deliverables: * Provides promised deliverables on time * Ability to manage competing priorities * Ability to deliver meaningful insights for the business unit Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $77.9k-153k yearly Auto-Apply 7d ago
  • Financial Analyst

    Old National Bank 4.4company rating

    Evansville, IN job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Financial Analyst that serves as a finance and accounting business partner to the Operations and Information Technology teams. Assist in supporting the Operations/Information Technology teams in all aspects of financial and annual budget support including: 1) Reporting, monitoring, and analysis of the division's financial and operational performance, 2) Financial evaluation/tracking of proposed strategic initiatives, projects, vendor reporting/analysis, process improvement, etc., 3) Coordination and Development of the annual operating budget. Duties and Responsibilities: Reporting, monitoring, and analysis of the Operations and Information Technology Division's financial and operational performance Coordinate the division's recurring financial and performance related management reporting; including budget variance reports, performance trend analytics, and divisional scorecards. Recommend and oversee the development and implementation of proposed improvements in the reporting and communication processes to improve management effectiveness and accommodate growth. Provide analysis and council to division leaders regarding financial and operational performance of the various segments. Prepare and deliver recurring communication concerning financial and operating performance. Analytical Support: Support financial analysis requests including feasibility studies for vendor support, operational analysis, project development/tracking and other ad hoc analyses. Provide evaluation to division leaders regarding the financial impact of planned initiatives and strategies. Support financial analysis and statistical studies to determine potential paths for financial improvement. Review performance trends and recommend appropriate projections / alternatives to division leaders. Work with other areas to evaluate and counsel regarding the financial impact of planned initiatives. Serve as support for cross-departmental initiatives involving coordination with other sales / support areas within the bank. Coordination and Development of the Division's annual strategic plan and operating budget Coordinate and facilitate ongoing planning and budget development activities within the Division. Perform detailed analysis of budgets and plans to ensure both accuracy and consistency with the corporate plan as well as initiating follow-up with appropriate levels of management. Prepare and deliver the Division's plan and budget presentations to the division leaders and Operations/IT CFO. Skills and Qualifications: BA Degree in Accounting or Finance required, MBA preferred 5 or more years of relevant experience including budgeting, forecasting, financial reporting, and accounting at a corporate-wide or divisional level Strong financial systems experience (e.g. Hyperion, SAP, Axiom, Microsoft Excel) required Significant exposure to banking including a strong understanding of line of business areas along with operations/information technology. Strong knowledge of financial valuation techniques Broad based GAAP knowledge Strong, communication, organizational, analytical and decision-making skills required Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $49k-62k yearly est. Auto-Apply 54d ago
  • Client PM Portfolio Mgr II

    Old National Bank 4.4company rating

    Evansville, IN job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking a Portfolio Manager that will collaborate with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on accounts that require decision making and implementation. Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants. Salary Range The salary range for this position is $77,900 - $153,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Management of investment portfolios: Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's investment solutions to achieve client's investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client's preferences. Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies. Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity. Transition non-compliant portfolios to approved strategies. Manage account liquidity to provide for ongoing cash demands and distributions and risk management. Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations. Relationship management and development: Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting. Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment. Prepares and presents detailed investment information to clients. Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers. Collaborates with internal partners to deliver an exceptional and cohesive client experience. Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity. Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate. Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction. May provide leadership through interaction and mentoring of other investment associates. Participate in weekly Portfolio Manager meetings. Work individually or with a team on assigned projects. Develops and maintains current industry knowledge and expertise Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events. Accountable for personal execution of initiatives, new capability rollouts, and required training. Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies. Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations. Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions. Key Competencies for Position Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions. Influencing Others - Maintain in-depth knowledge of the company's investment strategies and the ability to present and explain the use of appropriate strategies to clients and team members. Communicating with Impact - Special projects and presentations as assigned. Key Measures of Success/Key Deliverables: Compliance with Old National's investment Strategies and policies. Client retention. Business development and increasing share of client wallet assets. Qualifications Bachelor's degree - Business, finance, economics or relevant degree. Minimum 5 years of investment experience, which may include research, in which consistent long term investment performance has met objectives. May lead functional teams or projects with moderate resource requirements, risk, and/or complexity. Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios. Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through agreement. Requires specialized depth and/or breadth of expertise in own job discipline or field. Interprets internal/external business challenges and recommends best practices to improve products, processes, or services. Communicates difficult concepts and negotiates with others to adopt a different point of view. CFA or other advanced designation such as CPA or CFP Graduate degree such as MBA or JD preferred Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.) 5+ years of investment decision making and financial consulting experience working with high-net-worth clients. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $46k-68k yearly est. Auto-Apply 1d ago
  • Chief Technology Officer

    Old National Bank 4.4company rating

    Evansville, IN job

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Chief Technology Officer (CTO) is a key role within the technology team, reporting directly to the CIO. This position is responsible for technology strategy, implementation, deployment, and operation of the mission critical infrastructure at Old National Bank. The CTO is responsible for meeting the needs of our expanding organization including the anticipation and provisioning of appropriate fit for purpose technologies; to enable the technology team to deliver exceptional service and value. The position will lead various Directors/Managers, assisting in developing systems to improve our technology infrastructure. The CTO also serves as a member of several committees and collaborates with organizational partners to achieve organizational objectives. Key Accountabilities: * Accountable for the creation and delivery of the Infrastructure vision and roadmap in line with the business strategy. * Leverage traditional best practices as well as the latest technology trends and best practices including cloud, DevOps, and agile into the infrastructure roadmap. * Create maximum value and high-quality delivery of Infrastructure core and foundational products. * Build and maintain strong relationships with stakeholders to develop a clear understanding of near and long-term business needs, identifying opportunities for initiatives to drive value and efficiency to meet those needs, and responding with agility to changing business priorities. * Manage and optimize the Infrastructure product budget/financials. * Ensure consistent feedback mechanisms are in place to measure consumer satisfaction and capture potential new requirements/enhancement opportunities. * Provide technical leadership while developing and maintaining relationships with Product Managers, Solution Engineers and Technical Architects. * Represent Old National Bank at external conferences and mentor junior engineers and architects. Drive the development and execution of the strategic vision for technology organization including our key vendor partners. * Establish strategies, goals, tactics, scorecards, and operating procedures in support of business strategies and plans in collaboration with other leaders and key stakeholders to ensure delivery performance and quality. * Oversight of external technology providers, including data center operations, infrastructure provisioning, and production support. Monitor and drive performance corresponding to third party service agreements. Key Competencies: * Strategic Planning - Analyzes current and future business strategies against technology capabilities. Partner with technology partners and service providers to identify, design, and evaluate product offerings to align to future demand. * Communication - Applies active listening skills and skillful use of questions to understand the situation, needs and desired outcomes. Effectively shares information and ideas, displaying self-awareness and self-management. Understands who will be affected by an issue or change and ensures all stakeholders and kept informed. * Collaboration - Actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives. Proactively shares knowledge information, ideas and suggestions to accomplish mutual goals. * Drive and Execution - Actively seeks ways to improve current methods, systems, processes and procedures. Focuses on ways to succeed and monitors and reviews progress against performance expectations. Committed to achieving established goals, overcoming obstacles, and continuously learning. Client Leadership * Asks effective questions to understand and clarify the client's needs and/or to gain information relevant to the solution, response or action required to ensure the client is at the forefront of everything they do. Exceptional soft and interpersonal skills, including teamwork, facilitation, as well as excellent written, verbal communication and presentation skills Qualifications and Education Requirements: * Master's or Bachelor's degree in business, computer science, computer engineering, electrical engineering, system analysis or a related field of study, or equivalent experience. * Ten or more years of experience in some combination of the following disciplines: business or information solutions, technical architecture, application development, middleware, information analysis, database management. * Familiarity with information management practices, system development life cycle management, IT services management, infrastructure and operations, and ITIL frameworks. * Strong leadership and mentoring skills, including team leadership and work organization/coordination. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $56k-91k yearly est. Auto-Apply 15h ago
  • Application Analyst III

    Old National Bank 4.4company rating

    Evansville, IN job

    Old National Bank has been serving clients and communities since 1834. With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently seeking an Application Analyst III that will be responsible for working with assigned internal clients to assist them in achieving their business objectives through effective development and support as part of the Commercial Banking Payments, Commercial Online Banking, or Treasury Management Systems Team. Key responsibilities include managing systems such as PEP+, Wire, Fiserv Commercial Center, FIS XAA, Swift, ACH, instant payments (FedNow) and real-time payments. Writing specs for new application needs, implementing applications, and supporting and testing existing applications for various issues and updates. The Application Analyst III works independently with minimal guidance to contribute to the design, configuration, build, and daily support of these solutions and actively engage with business partners to solve business problems. A strong passion to continuously improve the user experience and enterprise efficiency is required, as this role will work to turn ideas into deliverables and valuable business solutions. Salary Range The salary range for this position is $77,900 - $153,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities Support and Manage Current Applications Develop in-depth conceptual and practical knowledge of appropriate software applications used and supported by the organization. Continually build product knowledge of existing product features and product requirements. Manage, coordinate, and provide consultative support to the day-to-day functioning of business line clients. Provide superior customer service to external/internal clients, including response to incidents, proactively notifying customers of issues, assessing and communicating business impact, and identifying root cause. Lead monitoring and testing of new releases and systems, as well as changes and fixes to existing systems, to ensure effective implementation. Analyzes system logic and uses evaluative judgment to make recommendations and implement enhancements or fixes. Communicate and addresses complex application problems/issues and planned resolution to key stakeholders, including management, development teams, end users and unit leaders. Clearly communicate complex technical solutions in a manner that is understandable to internal customers and other partners. Must be able to understand, generate, and amend technical documentation in addition to completing formal process documentation. Facilitate enhancements in line with changing business needs Create and foster partnerships with internal stakeholders to develop a solid knowledge base of the business, including needs and opportunities specifically related to application/IT platform solutions. Formulate and define scope and objectives for changes through research and fact-finding combined with an understanding of business systems and industry standards; documents requirements. Research and review new or upgraded application functionality with business partners to help them prepare appropriate training and procedures updates. Develop and cultivate relationships with vendors and external industry contacts; work closely with vendors to ensure third party applications operate as documented. Provide intermediate to complex analysis, supporting the planning and implementation of systems and upgrades, and process changes. Compliance and Risk Prepare documentation of changes for SOX, internal and external auditors, and other regulatory agencies, as needed. Maintains current knowledge of industry developments including changes in technology and regulations. Review and monitor analytics, statistics, and relevant data/information. Key Competencies for Position Problem Solving/Decision Making Seeks and leads efforts to identify what caused the issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and are based on a blend of analysis, wisdom, experience, and judgement. Collaboration Builds rapport and effective relationships with all levels of internal and external stakeholders. Strives to find effective solutions by engaging different ideas, perspectives, and line of business expertise when analyzing a situation or developing a solution. Drive and Execution Self-motivated and committed to achieving established goals, overcoming obstacles, and continuously learning to improve performance. Effectively collaborates with others to change/challenge work processes and methods in order to improve performance/achieve goals. Planning and Organizing Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives. Sets clearly defined objectives, plans, activities, and tasks to achieve goals; plans for contingencies. Manages assigned tasks within a project with limited supervision. People Leadership Uses appropriate interpersonal styles and techniques to gain acceptance of ideas or plans; modifies one's own behavior to accommodate tasks, situations and individuals involved. Culture Leadership Listens openly, recognizes different viewpoints, and builds on areas of agreement; gains cooperation through influence; builds effective working relationships within and outside the Department, establishes trust, credibility, and respect through a track record of meeting commitments. Qualifications and Education Requirements Requires expertise with Commercial Online Banking, or Payment systems such as PEP+, Wire, Commercial CC, Swift, ACH, instant payments (RTP, FedNow), real-time payments, or Fiserv Commercial Center, FIS XAA.. 3+ years' experience supporting the configuration and/or development of Banking or Financial Trading systems. Prefer experience with ServiceNow. Expertise with the Software Development Life Cycle and Agile. Ability to manage multiple concurrent projects/tasks. Excellent verbal and written communication skills to technical and non-technical audiences of various levels in the organization. Bachelor's degree in computer information systems, Computer Science or equivalent work experience. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $77.9k-153k yearly Auto-Apply 40d ago

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