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Hybrid Role: IT Help Desk Analyst + Jr. Encompass Administrator Employment Type: Full-Time Department: Information Technology Reports To: Director of Technology About Success Mortgage Partners Success Mortgage Partners (SMP) is a fast-paced, family-valued, and service-driven independent mortgage lender committed to empowering employees through collaboration, innovation, and technology. We support both corporate staff and partner branches nationwide, providing exceptional internal service so that our teams can deliver exceptional service to borrowers and referral partners. Position Overview This hybrid position combines Level 1-2 IT Help Desk Support with Jr. Encompass Administration, creating a unique opportunity for a technically skilled mortgage professional to support day-to-day IT needs while also contributing to the ongoing optimization of our Loan Origination System (LOS), Encompass. The ideal candidate brings experience supporting mortgage users, troubleshooting LOS workflows, managing systems access, and resolving both software and hardware issues in a timely and customer-focused manner. Key Responsibilities Encompass Jr. Administrator Responsibilities Provide advanced help desk support and troubleshooting for the Encompass LOS, including issues involving users, workflows, integrations, and third-party vendors. Assist with user support related to mortgage origination tasks and LOS operations with professionalism, urgency, and attention to compliance and software best practices. Support Corporate Trainers and collaborate with Encompass administrators and developers on enhancements, automation, and system improvements. Support, maintain, and troubleshoot vendor permissions and access (DU, LPA, FHA Connection, GUS, credit providers, etc.). IT Help Desk Responsibilities Provide Level 1 & Level 2 technical support via phone, email, ticketing, and remote/in-person assistance. Troubleshoot issues related to: Active Directory & user accounts Windows 10/11, computers, docks, peripherals Microsoft 365, Teams, OneDrive, Outlook VPN connectivity, MFA resets, OKTA VOIP solutions (RingCentral, Teams) Networking basics: DHCP, DNS, IP addressing SharePoint and OneDrive file access/permissions Adobe Acrobat/Reader Manage tickets, escalate when necessary, and ensure timely resolution of user issues. Perform new computer deployments, remote user setup support, and system upgrades. Qualifications Required Minimum 3 years mortgage industry experience, directly supporting mortgage users, systems, or workflows. Minimum 2 years IT help desk experience (Level 1-2), including AD, Windows OS, networking basics, and Microsoft 365. At least 3 years supporting Encompass LOS or other mortgage systems. Ability to troubleshoot, research, and resolve both technical and LOS issues with urgency and professionalism. Strong customer service, communication, documentation, and organizational skills. Preferred Experience supporting Encompass administration, configurations, or automation. Experience with OKTA SSO/MFA, Fortinet, Proofpoint, or CrowdStrike. Familiarity with LOS integrations and mortgage workflow optimization. Ticketing system experience (FreshDesk or similar). Former mortgage processors, loan partners, or similar roles with high technical aptitude are strongly encouraged. Working Conditions This is a hybrid role based out of SMP's Livonia, MI office. Most work can be performed remotely; however, onsite presence and occasional travel may be required for project, training, or support needs.

Title: IT Business Analyst I ) About MUFG Investor Services: MUFG Investor Services is part of Mitsubishi UFJ Financial Group - one of the world's largest financial institutions. We provide comprehensive fund administration, reporting, and transaction management services for alternative assets with a focus on Private Equity investments including fund-of-funds, secondary funds, and co-investments. At MUFG Investor Services, we foster a dynamic and supportive work environment where employees can build long-term careers. We offer competitive compensation, professional development support-including certification reimbursement - flexible work arrangements, and opportunities to give back through community service initiatives. We celebrate our employees' successes, believing that empowered individuals drive organizational excellence. If you're passionate about your work and looking to grow with a purpose-driven team, we'd love to hear from you. Job Description: MUFG is seeking an IT Business Analyst I to support dynamic initiatives within its Private Equity business. This is a remote role focused on analyzing financial processes, defining technology requirements, and partnering with agile teams to deliver impactful solutions. The position involves cross-functional collaboration across business and technology groups. Depending on project needs, responsibilities may span both business analysis and delivery management, offering a unique opportunity to contribute to end-to-end solution delivery. Essential Functions: Translate financial and accounting requirements into actionable software specifications. Conduct user interviews to identify process improvement opportunities and document current (“As-Is”) and future (“To-Be”) workflows. Troubleshoot issues in eFront FrontInvest and provide backup support for system administration. Create and maintain documentation including meeting notes, knowledge articles, and business communications. Build strong relationships with internal and external stakeholders to drive positive change. Write and manage user stories and backlog items in Team Foundation Server. Serve as the Agile Team's Scrum Master for assigned initiatives. Support prioritization decisions and manage execution of prioritized work. Collaborate with users to develop and execute test cases during system integration testing. Deliver demos of completed enhancements to end users. Work closely with developers to clarify requirements and ensure business needs are met. Ensure adherence to SDLC and Change Management processes; conduct internal audits for compliance. Act as a flexible team member, taking on overflow or backfill tasks as needed. Monitor team performance, generate reports, and lead corrective actions. Help remove obstacles that hinder team progress. Requirements: Bachelor's degree in Technology or Business Information Systems 3-5 years of experience as a Business Analyst or Business Operations Manager. Strong background in requirements gathering, testing, issue tracking, and leading technical deliveries Strong understanding of accounting/finance systems and translating business needs into software requirements Proven ability to work independently and troubleshoot technical issues Technical troubleshooting and problem solving Experience in Private Equity. Proficient in advanced Excel, PowerPoint, Word and Visio Excellent written and verbal communication skills. Self-motivated, customer-focused, and adaptable to remote work environments

A leading data solutions company seeks a Senior Director, Employment Attorney to lead employment law strategy and execution. This role involves providing legal counsel on various employment-related matters, managing compliance with U.S. laws, and guiding workplace culture. Required qualifications include over 10 years of employment law experience and a Juris Doctor degree. The position is based in Chicago, Illinois, with hybrid work options and offers an extensive benefits package including flexible time off, health benefits, and a 401(k) plan. #J-18808-Ljbffr

The Indiana Bankers Association supports Indiana banking through member communications, issues advocacy, professional development, and connecting member banks with quality service providers. Through supporting nearly 115 bank members, IBA helps bolster the economic vibrancy of Indiana, with banks providing essential financial products and services as well as community outreach to the areas they serve. Employment with the IBA allows individuals to make an impact throughout the state while building connections with a multitude of bankers and bank service providers. IBA benefits include a hybrid work schedule, competitive pay, 401(K) program with six percent company match, insurance, annual bonus program, paid time off and more. Under the direct supervision of the Senior Vice President of Professional Development and guidance from the Director of Education & Training and the Director of Meetings & Events, this position is responsible for meetings, course and conference registrations. This position performs other activities in conjunction with IBA meetings and requires interaction with IBA membership, including handling requests for information and assist with other administrative and customer service duties. This position requires an individual who can commit to being in the office regularly between 8 a.m. to 5 p.m. to coordinate IBA education meetings and events. While the IBA has a hybrid work schedule that allows for work from home opportunities, this position will be required to be in the office five days a week for training purposes during the first 60 days. Additionally, this position will be required to be in the office on days that education meetings and events take place unless prior supervisor approval is granted. Key Responsibilities Enter registration data into Association Anywhere (AA) database. Serve as a customer service contact, handling meeting questions and details. Generate invoices and receipts as requested. Prepare name badges, registration lists, evaluation forms, manuals and all related meeting materials. Is responsible for meeting reports for all education events. Create, distribute and compile banker evaluations and Continuing Education certificates. Assist with registration check-in. Compile evaluation form results and prepare reports. Coordinate catered meals for meetings, including menu selection, setup and cleanup. Create and produce marketing brochures for education events, including designing, printing, folding, and other production elements. Responsible for IBA Center for Professional Development, including stocking snacks and supplies, beverage machine maintenance and cleaning, ordering supplies, baking cookies, and other hospitality-related tasks. Responsible for mailing marketing brochure packets for education events on an as-needed basis. Responsible for setting up registration pages and managing all broadcast email for education events. Responsible for updating and maintaining the education page on the IBA website. Responsible for email marketing of Graduate School of Banking programs. Responsible for setting up all marketing webpages for webinars. Assist with meeting setup, cleanup, supply maintenance, and speaker AV needs. Some in-state travel may be required. Performs additional duties as required or assigned. Desirable Skills & Qualifications Must be a self-starter with the ability to work quickly and accurately with a variety of data. Must have strong interpersonal, written and verbal communication skills. Must display a willingness to go the extra mile to provide outstanding customer service. Must possess basic computer skills to include all Microsoft Office products. Position performs other activities in conjunction with the Professional Development Department. Position requires interaction with membership, handling requests for information, and assisting with administrative duties. Candidate must have the ability to prioritize and function in a fast-paced environment. Candidate must demonstrate a good attendance record and reliability. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Frequent walking, standing, and sitting within the work area. Driving to/from other locations for business-related purposes. The ability to occassionally lift office supplies/equipment of approximately 50 pounds. Pay $45,000.00 - $50,000.00 per year Benefits 401(k) 401(k) matching Dental insurance Employee assistance program Health insurance Health savings account Life insurance Paid time off Retirement plan Vision insurance Schedule Monday to Friday Weekends as needed Work Location In person

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Business Insurance Agent - Mid-level, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-members unique risk profile. You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for members business. On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers. USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time). This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position. What you'll do: Utilizes a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings. Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions. Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation. Classifies members and/or non-members business and provide accurate risk management and risk mitigation solutions while leveraging knowledge of B2B sales cycles for success. Facilitates account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk. Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues. Utilizes advanced knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings. Leverages advanced knowledge of Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination). Leverages advanced understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values. Provides select account service for members and nonmembers including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems. Facilitates initial acquisition of Affluent members, nonmembers, and business owners by gaining an understanding of the members and nonmembers risk profile by providing a concierge, white glove, single point of contact service level for members and nonmembers with complex accounts and unique needs. May work with underwriters on complex accounts across management lines and Excess and Surplus for renewals, endorsements, and remarketing. Facilitates multi-tiered account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma OR General Equivalency Diploma. 2 years of insurance sales and service experience to include 1 year of experience working in a High Value insurance agency, Commercial Insurance agency or broker setting. Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days. High Net Worth/Private Client Experience and ability to handle sensitive information. Excellent communication and customer service skills. What sets you apart: 4 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing) 4 or more years working experience quoting and binding directly with the insured. Experience with Agency Management Systems and/or Salesforce. Experience working in a Commercial Lines multiple carrier environment. Experience writing Commercial Lines in multiple states. Experience working in a call center environment. Active P&C General Lines License for home state. Compensation range: The salary range for this position is: $54,550.00 - $97,750.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage. USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

This is a contract-based employment opportunity The Executive Office of Housing and Livable Communities (EOHLC) was established in 2023. Its creation reflected the Commonwealth's focus on housing, elevating the organization from a division (DHCD) to an executive office reporting directly to the Governor. EOHLC works to create more homes and lower housing costs for Massachusetts residents. We administer programs focused on housing production, housing affordability, fairness and equity in housing opportunity, emergency and transitional housing and financial supports, and home energy affordability, among other areas. Are you interested in helping people in Massachusetts find and secure affordable housing? The Executive Office of Housing and Livable Communities (EOHLC) is hiring an Experience Owner to develop and iteratively improve the renter's experience of learning about, applying for, and gaining access to private affordable housing, as well as the property owner and municipal experience of offering and filling affordable housing opportunities. In this full-time contract role, you will translate the team's high-level strategy into an actionable plan that spans policy development, technology, process definition, and more. This position is a full-time contract opportunity. The primary work location for this role will be at 100 Cambridge Street, Boston, MA 02114. The work schedule for this position is Monday through Friday, 9:00AM to 5:00PM EST. This position follows a hybrid schedule, typically requiring an average of two days per week in the office, with the flexibility to balance on-site and remote work as needed. Duties and Responsibilities: Co-develop a long-term and near-term vision for the Common Application for Affordable Housing (Common App) in partnership with the project's Experience Research Design Lead, including a front-end applicant experience and back-end property manager experience. Serve as the project's policy and business lead, identifying laws, policies and operational procedures related to Private Affordable Housing that need to be clarified, updated, or created to successfully fulfill on completing this project. This will include conducting audience research, gathering input, and drafting policy proposals, and business process documentation. Develop and manage the implementation plan, ensuring cross-disciplinary teams are working together towards strategic milestones that ladder up to the long-term vision. The implementation plan will include coordinating work across research, design, policy development, operations, technology, procurement, legal, and more. Map and proactively manage complex stakeholder groups including HLC and other state agency staff, prospective renters, housing developers, property managers, advocacy organizations, municipal representatives, software vendors and others. Act as primary point of contact for the initiative. Partner closely with an Experience Design and Research Lead to address key research questions, generate solutions, prototype concepts and advocate for user needs. Partner with agency stakeholders to understand policies, technology systems, business needs, and other constraints to inform the implementation plan. Partner with IT Project Manager to develop strategy for technology procurement and advise vendor work. Measure impact of work and prioritize improvements to the experience based on data. Act as a change agent within Housing and Livable Communities by advocating for agile development and data-driven decision-making. Preferred Knowledge, Skills & Abilities: 7+ years of professional experience in product management or program management leading multi-disciplinary teams achieving complex policy implementation projects, preferably with IT components as part of the solutioning Deep understanding of policymaking and implementation within government, with experience evaluating and crafting policy, and/or experience working alongside policy experts Experience launching new services and translating high-level strategy into actionable plans that take into consideration complex stakeholder dynamics Demonstrated flexibility, curiosity, and patience in navigating highly regulated Outstanding communication, storytelling, facilitation, and change management skills Demonstrated ability to break work into smaller increments Drive to serve the end user and focus on user needs Ability to anticipate and address roadblocks Experience identifying metrics and using data to make programmatic decisions and process changes Strong preference for direct experience in the housing field The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.

This is a contract-based employment opportunity About the Executive Office of Housing and Livable Communities: The Executive Office of Housing and Livable Communities (EOHLC) was established as a Secretariat in 2023 by the Healey-Driscoll Administration to create more homes and lower housing costs for Massachusetts residents. EOHLC's mission is to advance innovative solutions to provide safe, accessible, affordable, and environmentally sustainable housing for all residents and to support the growth of vibrant, livable communities throughout the Commonwealth. EOHLC offers programs to help prevent homelessness and to help people afford housing. It also offers housing programs and financial assistance for municipalities, local housing authorities, non-profit organizations, and developers. Position Summary: EOHLC IT is seeking a highly skilled Salesforce Enterprise Architect with 10+ years of hands-on Salesforce experience. This role will provide strong technical leadership, guide internal development teams, oversee technical deliverables, collaborate with multiple vendors, ensure code quality, drive integration work, and lead the full release management lifecycle with expert-level Copado knowledge. We manage a single Salesforce org that leverages Public Sector Solutions (PSS) to support critical housing benefits, case management, and grant management programs. Our landscape includes multiple integrated systems and requires strong coordination, as development is carried out by three external implementation partners in parallel with internal technical resources. The Salesforce Enterprise Architect must be able to operate effectively in this multi-vendor environment, ensuring architectural consistency, quality control, and alignment across all teams. The Salesforce Enterprise Architect will work closely with the Project Managers to ensure technical requirements, timelines, dependencies, and deliverables are clearly communicated and successfully executed. This position reports directly to the Director of Information Technology Development. This position is a full-time contract opportunity. The primary work location for this role will be at 100 Cambridge Street, Boston, MA 02114. The work schedule for this position is Monday through Friday, 9:00AM to 5:00PM EST. This position follows a hybrid schedule, typically requiring an average of two days per week in the office, with the flexibility to balance on-site and remote work as needed. Duties and Responsibilities: Lead the overall Salesforce technical architecture, solution design, and development strategy across the organization. Provide technical leadership, guidance, and oversight to internal Salesforce developers and admins, ensuring best practices, code quality, and consistency across teams. Collaborate with cross-functional teams, multiple vendors, and business stakeholders to translate requirements into scalable, maintainable solutions. Design, build, and enhance Salesforce applications using Apex, LWC, Visualforce, Flows, OmniStudio, OmniScript, and advanced Salesforce configuration. Review, approve, and mentor others on Apex, LWC, Visualforce, Flows, OmniScript, integration patterns, and configurable Salesforce development approaches. Monitor and track all development activities across internal teams to ensure alignment with architectural standards, timelines, and quality goals. Lead the integration of Salesforce with Snowflake, ensuring a scalable and secure data flow across systems. Architect and implement integrations using REST/SOAP APIs, middleware, ETL tools, and third-party systems. Oversee environment strategy, sandbox management, version control, metadata deployments, and CI/CD processes using Copado. Own release management activities including pipeline governance, promotion strategy, quality checks, and coordination with vendors and internal teams. Partner with the Project managers to ensure technical deliverables, risks, dependencies, and project expectations are clearly documented and communicated. Perform advanced Salesforce administration, including user roles, profiles, security, permission sets, data integrity, and system monitoring. Conduct technical audits of automation, code, OmniScripts, integrations, and system configuration to identify improvements or risks. Produce and maintain high-quality technical documentation including architecture diagrams, design specifications, and deployment notes. Stay up to date on Salesforce releases, enhancements, and industry best practices and proactively recommend platform improvements. Preferred Knowledge, Skills, and Abilities: Minimum ten (10) years of experience in Salesforce development and architecture. Eight (8) plus years designing and implementing complex integrations with APIs, middleware, or ETL platforms. Proven ability to lead and mentor other developers and manage technical delivery across multiple teams. Demonstrated experience working with multiple vendors on enterprise scale applications and projects. Strong hands-on experience with Apex, Visualforce, Lightning Web Components (LWC), SOQL/SOSL, Flows, OmniScript/OmniStudio, and Salesforce automation. Expert-level experience with Copado, CI/CD pipelines, branching strategy, and release management. Strong understanding of Salesforce architecture, security model, data modeling, and integration patterns. Strong understanding of Salesforce sharing rules, security architecture, and SSO implementation Experience in data modeling, data management best practices, and enterprise-level reporting strategies Excellent communication skills with the ability to work with both technical and non-technical stakeholders. Ability to work independently, manage multiple priorities, and drive solutions from design through deployment. Salesforce certifications (Developer, Architect, Admin) strongly preferred. Experience with MuleSoft for API-led integrations, system orchestration, and enterprise connectivity is preferred.

WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do Assists with the development of audit budget estimates for respective area of focus. Assists with the development of the annual risk assessment and audit plan Leads and performs continuous monitoring activities periodically for the area assigned Maintains ongoing relationships with management of auditable units Tracks and manages audit resources to meet the audit budget and audit plan mandates. Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Acts as a role model/mentor to lower level Auditors Enhances and maintains morale of the audit staff Performs on-the-job training of lower level auditors Evaluates and provides performance feedback to lower level auditors Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance Participates in interviews and evaluations of new applicants. Keeps informed of new services, products and events that have a significant business and technology affect. Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. Must-Have Bachelor's Degree or equivalent Minimum of 7 years of audit experience CPA - Certified Public Accountant CPA, CIA, CISA, or CFA Skills and Knowledge Must possess strong managerial, organizational, and verbal and written communication skills. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations Experienced in managing and mentoring staff Excellent writing and communication skills Strong project management skills Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks . ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit . EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Job Title Information Security Analyst Corporate Title Associate Deutsche Bank Chief Security Office (CSO) is looking for an Information Security Analyst to support the Bank's Information Security Threat Operations (ISTO) - Data Leakage Monitoring (DLM) capabilities. The DLM Analyst is responsible for timely acting on data leakage events and incidents, taking decisions to ensure the corresponding course of action for rapid containment and mitigation, as well as ensuring all applicable steps in the Bank's DLM process get timely implemented (e.g. impact assessment. consequence management) and accurately documented. Besides operations tasks, he/she will be supporting to evaluate and adjust processes, tools, and reporting, as well as wider ISTO initiatives or projects. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You'll Do Monitor and analyze data activities to detect and prevent unauthorized data transfers and leaks Utilize metadata logged by DLP solutions to support incident management and forensic investigations Ensure timely response and containment of data leakage incidents Ensure proper information security incident documentation and hand over to other colleagues within ISTO as needed Provide accurate information and reporting with regards to DLM incidents to the relevant stakeholders and timely escalate to other relevant teams/roles as needed, Support the assessment of financial, reputational, client, market or regulatory impact associated with data leakage security incidents Contribute to data leakage monitoring process improvements as well as detection rules tuning Skills You'll Need Bachelor's degree or equivalent required Previous experience in a similar position, or background on incident management, or SOC related roles Familiar with the MITTRE ATT&CK framework as well as CISSP, CISM, GCIH or other relevant certifications in the field Knowledge of industry standards and best practices for data protection Reasonable understanding/background with Security Incident and Event Management (SIEM) systems, and detection tools, ideally on Splunk, McAfee, Symantec, Microsoft Sentinel & Purview Skills That Will Help You Excel Fluent in English, very good communication skills and confident assuming timely decisions Independent way of working with strong decision making and problem-solving ability Appetite for continuous learning Comfortable with working in international & multicultural teams Expectations It is the Bank's expectation that employees hired into this role will work in the Jacksonville office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in Jacksonville, FL is $60,000 to $86,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees *************************** The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email ****************.

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

* Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr

A great opportunity for a Senior Business Analyst to join our team in Houston, working closely with Tally clients to drive the energy future! Tally Group is arguably the fastest growing energy software provider in the world (and our people grow just as fast!). Headquartered in Australia, we design and build agile solutions for real world problems. Having invested heavily in our retail ecosystem in 2024, we're now expanding our industry-leading capabilities around the world. Our role is to enable energy retailers to hit their targets with cutting-edge technologies, helping to reshape the way their customers buy, sell and engage with energy. Our Houston office is part of a mighty team of globally dispersed employees, promoting flexible working options and diverse collaboration. We are ambitious, fast-paced and thriving at the leading edge of transformation. Will you join us? What you'll be doing Reporting to the US Delivery Lead, you'll be working in a team that moves at pace! The team work on projects that are smaller in scale with rapid turn arounds, requirements are defined for Developers in hours not days. You'll be part of a distributed team that works across 4 countries, which does require some meetings outside of usual business hours. You'll be responsible for: Writing user stories translating complex problems into requirements Developers can action Working with Solution Architects to groom requirements End-to-end analysis, modelling, and documentation of requirements to drive system enhancements, service optimization, and stakeholder-aligned project outcomes. Analyzing and prioritizing customer and compliance requirements to identify and recommend product and process improvements that enhance effectiveness, reduce risk, and support regulatory alignment. Building and managing great stakeholder relationships to support the successful delivery of projects and exceptional customer experiences. Supporting user acceptance testing by verifying issues and providing timely, accurate documentation to ensure business readiness and solution integrity. What we're looking for Our people are change makers of the energy future! To thrive at Tally Group, you will need to have a curious and collaborative spirit. You must be customer-centric, a strong communicator and have a can-do attitude. In addition, and specific to this role: Able to step back, pause and think critically about the correct approach before diving in Proven experience in prioritization and compliance-driven change delivery. Deep understanding of Software Development Life Cycle, business analysis, and process modelling, with strong documentation standards, especially user stories Skilled in stakeholder engagement and cross-functional collaboration Strong Jira and Excel skills. Data focused approach - SQL experience is a bonus! What we offer Competitive remuneration within a supportive and collaborative team Flexible working arrangements to suit your lifestyle Vibrant office environment in the beautiful, tree-filled community of The Woodlands Health insurance options Employee referral bonuses Access to our comprehensive wellness program and other wellbeing initiatives An annual bonus day off to celebrate you! Hybrid role with 2-3 days in office. We're open to remote working for the right person, provided they're available to travel to Houston for up to a week at a time. Tally Group stands at the forefront of technological innovation within the energy retail industry. Our talented global team is dedicated to driving digital transformation and operational efficiency for our clients. We aim to empower the energy sector with cutting-edge technology that brings real business results.

Job Title: Mortgage Market Expansion Manager Motto Mortgage, a major national mortgage brokerage with over 200 offices nationwide, is launching a strategic expansion in the Florida Panhandle. We are searching for an exceptional Mortgage Loan Officer to help drive this growth and become a key member of our local leadership team. This opportunity is designed for an individual who combines strong production capability with the leadership presence needed to build and guide a local team. At Motto Mortgage Resolutions, this role is key in establishing a high-performing branch-driving production, strengthening partnerships and influencing long-term strategic direction. If you are motivated by growth, leadership, and the ability to shape a local market with the support of a national brand, this position offers an exceptional opportunity. Primary Responsibilities Lead the growth and development of the Panhandle market for Motto Mortgage Resolutions . Recruit, train and mentor additional loan officers as the branch scales. Originate and close residential mortgage loans with attention to service and compliance. Strengthen relationships with Realtors and local partners. Ideal Qualifications · Active NMLS license with a minimum of 3 years as a producing mortgage loan officer. · Consistent production of 2+ closed loans per month. · Established Realtor referral network and active membership in at least one local Realtor association. · Entrepreneurial leader who excels in a growth-driven environment, stays disciplined and committed, and is energized by building high-impact results. · Strong command of technology and digital tools to drive business and brand presence. · Excellent communication, organizational and relationship-building abilities. · Demonstrate drive to build, coach, and lead a high-performing team, with the confidence to establish standards, guide developing talent, and foster a collaborative, growth-focused culture. What we offer · National brand strength with proven systems. · Local autonomy paired with comprehensive corporate resources. · Lucrative compensation with performance bonuses and incentives tied to branch growth, recognizing your direct impact on team and business success. · Streamlined technology for CRM/client management, marketing and workflow. · Ongoing professional development through Internal and external training. · Wholesale pricing and broad program access. · Personalized marketing materials and individual loan officer website. · Product availability across Fannie, Freddie, FHA, VA, Reverse, HELOCs, Jumbo, and Niche/Non-QM programs. · Flexible, remote work environment designed for productivity and balance. About the Company Motto Mortgage Resolutions is an independently owned and operated office of Motto Franchising, LLC. Franchise owners and their loan originators receive extensive support including ongoing education, an ecosystem of technology tools designed to streamline and simplify the loan process, guidance on compliance, recruiting assistance to help grow their businesses, and support in navigating the nuances of the mortgage industry. The Motto Mortgage network is breaking the mold by giving the power of choice back to consumers with less jargon, more transparency, and even more options to choose from as they shop for the right home loan. With more than 225 offices open across over 40 states, Motto Franchising, LLC's unique national franchise mortgage brokerage model is the first of its kind in the United States. Created to disrupt the mortgage industry, the Motto Mortgage network connects loan originators and real estate agents to provide a seamless, personalized experience and one-stop shopping for consumers. Each Motto Mortgage office is independently owned, operated, and licensed. *************************************************

We are seeking a driven and engaging individual to join our remote sales team. This role involves utilizing your charisma and communication skills to promote our products and services, building a strong rapport with clients. You will have the opportunity to work in a fun and dynamic environment with a supportive team, while helping others and enjoying uncapped earnings potential as well as career advancement based on merit rather than tenure.Responsibilities Attend product training sessions and digest product information to effectively promote product Develop and maintain an extensive knowledge of our products and services Provide exceptional customer service, managing customer expectations throughout the sales process Meet and exceed monthly sales targets and key performance indicators (KPIs) Track and record sales data and customer information accurately in CRM system Participate in team meetings to discuss progress and areas for improvement Engage with potential clients virtually through phone and zoom. Requirements No experience High school diploma or GED Background Check Authorized to work in US Minimum Age 18 Weekdays Day Evening Salary: $50,000.00-$75,000.00 per year

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Business Insurance Agent - Intermediate, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-member's unique risk profile. You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for member's business. On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers. USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time). This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position. What you'll do: Utilizes a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings. Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions. Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation. Classifies member's and/or non-members business and provide accurate risk management and risk mitigation solutions. Facilitates account reviews, by leveraging the carrier renewal cycle, and understanding the members' and nonmembers' risk profile to provide consultative advice and appropriately address and mitigate the risk. Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues. Utilizes Intermediate knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings. Leverages intermediate knowledge of Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination). Leverages intermediate understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values. Provides select account service for member's and nonmember's including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 1 year of insurance sales and service experience and/or experience working in a high value, commercial insurance agency or broker setting. Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days. What sets you apart: 2 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing) 2 or more years working experience quoting and binding directly with the insured. Experience with Agency Management Systems and/or Salesforce. Experience working in a Commercial Lines multiple carrier environment. Experience writing Commercial lines in multiple states. Experience working in a call center environment. Active P&C General Lines License for home state. Compensation range: The salary range for this position is: $43,680.00 - $76,610.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage. USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

Department: Tax Compensation: Starting at $115,000 - Commensurate with Experience Who We Are Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area. We're known for offering exceptional work-life balance and for our dedication to our people, our clients, and the communities we serve. We are proud to have been included in Accounting Today's "Best Accounting Firms to Work For" list for 13 consecutive years. In the past six years, we've earned the No. 1 ranking three times. What Sets Us Apart We're redefining what it means to work in public accounting by: Instilling the belief that “No success at work is worth failure at home,” while recognizing everyone's version of “home” is unique to them Leaning on our core values and showing genuine care and concern for one another Empowering our people to do what's best for them, while providing exceptional client service Cultivating an environment that allows our people to thrive personally Investing in the professional growth of our people Want to see it for yourself? Check out our Instagram (@maxlocrit) and watch this video to learn about the employee experience at ML&R. Curious about a fully remote role? Find out more about our remote employee experience here! What You'll Be Doing As a tax manager, you will lead client tax engagements from start to finish, utilizing your prior technical experience to help clients navigate their tax compliance requirements as well as leading the consulting and planning process. You will be responsible for managing the client's tax deadlines, filing requirements, and analyzing billing/collections related to the client engagement. Coaching and mentoring junior associates are important in this role, as the growth of all team members is important to the growth of our practice. This role presents a unique opportunity for fast professional development, learning and growing in a team-oriented group with limited travel expectations. What We're Looking For: A minimum of 5 years of relevant tax experience at a public accounting firm (preferably a Big 4, national, regional, or large local firm) Experience serving public charities and other tax-exempt organizations filing Form 990 and related schedules Experience with unrelated business taxable income (UBTI), for-profit subsidiaries, supporting organizations and other affiliated entities CPA certification Excellent research skills Strong written and verbal communications and people skills Excellent technology, project management and presentation skills Advanced degree in taxation preferred How You Can Grow Unlike traditional accounting firms, our people create their own personalized career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we'll assist you with finding a career path that works for you. We have a strong history of promoting within - 25 of 26 current partners were promoted to partner after demonstrated success at the firm. Regardless of your path, we provide tools to help you succeed. What We Offer: PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays Paid parental leave and paid bereavement leave Annual bonus through profit-sharing plan 401(k) plan including profit-sharing contribution Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability Employee assistance program Continuing professional education Hybrid, flexible scheduling Many more perks and benefits (Employees must work a minimum of 30 hours a week to be eligible for the following benefits: Medical, Dental, Vision, Health Savings Account, Limited Purpose Medical Flexible Spending Account, Full Medical Flexible Spending Account, and Dependent Care Flexible Spending Account, Term Life and AD&D, Long-term Disability and Employee Assistance Program.)

We are seeking a highly motivated individual to join our team as an insurance producer. As an insurance producer, you will have the opportunity to help clients protect what matters most to them. You will work closely with clients to identify their insurance needs, create custom plans, and provide ongoing support. Our ideal candidate is passionate about helping others, has exceptional communication skills, and thrives in a fast-paced environment.Responsibilities Identify and acquire new clients through various methods such as cold calling, referrals, and networking Assess clients' insurance needs and provide appropriate coverage recommendations Create custom insurance plans for clients and review these plans regularly to ensure they remain up-to-date Provide exceptional customer service to existing clients to ensure client retention Maintain knowledge of insurance industry trends, laws, and regulations Requirements Background Check High school diploma or GED 1-2 years Authorized to work in US Weekdays Day Evening Salary: $61,790.43 per year

WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do Assists with the development of audit budget estimates for respective area of focus. Assists with the development of the annual risk assessment and audit plan Leads and performs continuous monitoring activities periodically for the area assigned Maintains ongoing relationships with management of auditable units Tracks and manages audit resources to meet the audit budget and audit plan mandates. Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). Completes all required training. Acts as a role model/mentor to lower level Auditors Enhances and maintains morale of the audit staff Performs on-the-job training of lower level auditors Evaluates and provides performance feedback to lower level auditors Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance Participates in interviews and evaluations of new applicants. Keeps informed of new services, products and events that have a significant business and technology affect. Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. Must-Have Bachelor's Degree or equivalent Minimum of 7 years of audit experience CPA - Certified Public Accountant CPA, CIA, CISA, or CFA Skills and Knowledge Must possess strong managerial, organizational, and verbal and written communication skills. 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations Experienced in managing and mentoring staff Excellent writing and communication skills Strong project management skills Compensation Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks . ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit . EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.