Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our
"Win as One"
mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognizedas one of
AMERICA'S MOST LOVED WORKPLACES
for five consecutive years and a
Built In Best Places to Work
for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
Reporting directly to the Strategic Sourcing Manager, the Strategic Sourcing Associate is responsible for the procurement and strategic development of materials/services commodities within the DFIN organization. The Strategic Sourcing Associate will oversee DFIN's portfolio of vendors to identify cost savings opportunities and manage current/new supplier relationships through contract execution and negotiations. This role is responsible for executing Procurement activities, assisting in contract development, and ensuring alignment with business needs and compliance requirements.
Responsibilities:
Establish and maintain a portfolio of vendor agreements and supplier relationships for DFIN's vendors.
Work in a team environment to implement global sourcing and supplier strategies in correlation with market trends, business needs, and competitive landscape creating company roadmap for short, medium, and long-term gains
Negotiate contracts, pricing, and terms with vendors.
Leverage both current and new supplier relationships to drive cost reductions, manage long-term agreements, and form strategic partnerships that enhance the supplier portfolio to provide positive financial impacts and increased stability
Collaborate with cross-functional business teams to draft and negotiate MSAs and SOW's that align with strategic objectives, clearly articulate business requirements to suppliers, and effectively support the operational needs of each business unit
Conduct thorough RFI/RFP process and supplier selection in order to achieve cost targets, adhere to contractual requirements, and follow strategic plans
Initiate benchmark analysis to identify potential cost gaps and ensure price alignment across commodities
Coordinate with purchase requisitioners to generate purchase orders that align with Master Product and Service Agreements and support annual budgetary planning and compliance
Collaborate effectively across all organization levels and functions to drive business units toward common goals and objectives that are in alignment with procurement initiatives
Conduct commodity and supplier analysis to recognize and implement potential opportunities, gaps and risk analysis, and areas for efficiency gains
Ensure the organization's procurement and contracts (and contract management) policies, processes, procedures, standards, and guidelines are followed
Ascertain relevant market knowledge and best practices to offer alternative/improved solutions driving improvements in business operations
Qualifications:
Bachelor's degree in business, Supply Chain, or related field
3-5 years' experience in Purchasing as a Buyer, preferably in IT Procurement with a focus on vendors in IT Software, SaaS, Infrastructure, Network/Telecom space.
Preferred Skills:
Experience in effectively managing supplier relationships
Experience in negotiating contracts relating to corporate business units
Working knowledge and understanding of NDAs, MSAs, EULAs, SOWs and DPAs
Demonstrate a solid understanding of legal terminology, contracts, contract language, contract terms and conditions, and contract redlining.
SAP experience is a plus
Demonstrate ability to use critical thinking when analyzing and resolving issues
Demonstrate foundational project management skills and the ability to manage multiple tasks and priorities in a dynamic environment.
Strong interpersonal, problem-solving, and project management skills required
Well-versed negotiation skills with capability to employ creative measures to achieve optimal results
Excel, MS Office Suite intermediate skills a must
Robust analytical aptitude to generate business cases and sourcing opportunities
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
$79k-130k yearly est. 1d ago
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Customer Service Associate I (Hybrid)
Cass Information Systems 3.7
Columbus, OH jobs
The Customer Service Associate I is a business-to-business role which is accountable for facilitating accurate resolution of internal and external inquiries and issues pertaining to processing for assigned clients. Also, responsible for timely response to inquiries and issues, while maintaining a high level of customer satisfaction.
** Schedule: Monday - Friday with a flexible start time between 7:30am - 9:00am
PRINCIPAL RESPONSIBILITIES AND DUTIES:
Independently analyzes issues and processes, and clearly communicates, both verbally and in writing, to routine questions, processing issues, and requests according to company defined procedures/standards.
Researches and analyzes payment history and recognizes when to contact vendors or customers to resolve exceptions and make payment decisions in a timely manner for all clients.
Acts as a positive representative of the company, both internally and externally, making customers and their needs the primary focus of one's actions by helping to develop customer relationships.
Keeps management informed of significant issues that may require additional attention, or may threaten the account relationship, on a timely basis.
Suggests changes and/or enhancements to existing procedures to improve service to clients and internal processes.
Works independently and with other internal departments to coordinate file maintenance and client validation file/database updates.
Seeks guidance from the appropriate resource on significant non-routine issues.
Documents and reports on errors made by all other Utility departments.
Works overtime as needed.
Other duties as assigned.
Training is onsite Monday-Friday from 8:30am-4:00pm for approximately 90 days.
SKILLS/ABILITIES AND MINIMUM REQUIREMENTS:
Good interpersonal skills that will maximize client responsiveness and facilitate development of a solid working relationship with both utility clients and other staff members.
Strong organizational skills with the ability to handle multiple tasks simultaneously.
Working knowledge of office equipment such as fax machine, copy machine, and telephone. Proficient in Microsoft Office.
Good problem-solving skills and attention to details.
College-level course work in a general or business administration area or equivalent experience.
Minimum 6 months customer service experience in a general business environment or equivalent experience.
$28k-35k yearly est. 1d ago
Associate - VAS Strategy and Planning
Visa 4.5
San Francisco, CA jobs
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid.
Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.
Job Description
The role will support the Senior Director of Strategy & Planning across a range of strategy, operations, and planning activities. Time spent on these areas will shift based on business needs. The Strategy Analyst will support workstreams of key strategic initiatives (e.g., long-range strategy development, portfolio diagnostics, mission-critical projects) and ensure the Value-Added Services leadership team is equipped with the data and insights to meet growth imperatives.
Strong candidates are versatile team players who learn fast, have high EQ and IQ, and carry a demonstrated record of executing complex analyses and crafting robust strategic recommendations.
What we expect of you day-to-day:
Support the Value-Added Services strategic planning process, ensuring alignment with the company's mission and objectives
Support workstreams / projects related to multi-year strategy development and assessments of significant opportunities - including potential acquisitions - and threats
Structure and solve business problems, collaborating with a range of internal stakeholders to make recommendations on issues with far-reaching business impact
Communicate recommendations to senior management, other executive, functional, or regional teams and management in a clear, concise, and impactful way
Support Value-Added Services' senior leadership team by developing thought leadership for internal executive meetings and external client councils / forums
Execute market and competitive research and connect trends to business goals, synthesizing research into consumable strategy outputs
Proactively manage upwards to pre-empt critical business opportunities and challenges
This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.
Qualifications
Basic Qualifications
2 or more years of work experience with a Bachelor's Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD)
Preferred Qualifications
3 or more years of work experience with a Bachelor's Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)
Additional Information
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 123,000.00 to 173,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
$92k-138k yearly est. 1d ago
Universal Associate
Georgia United Credit Union 3.7
Dalton, GA jobs
is $20.00 per hour depending on experience and qualification.
Platinum Member Service
Welcome and directs members visiting the branch, creating a positive member experience from start to finish.
Presents and explains credit union services and products to members, performing daily tasks such as opening and closing accounts, and conducting account research.
Resolve member account discrepancies by performing file maintenance and making necessary account changes. Assists with the escalation of complex transactions when required.
Informs members about credit union technology services and offerings. Assists members with troubleshooting technology-related transactions and issues.
Maintains the credit union's professional reputation by adhering to professional standards of conduct and following credit union guidelines and policies.
Identifies, recommends, and promotes products and services to build financial relationships in alignment with the credit union's business strategy. Counsels members regarding money management and financial matters.
Demonstrates awareness and commitment to achieving credit union, branch, and individual goals. Uses consultative conversations to assess member needs and recommend appropriate products and services to meet or exceed these goals.
Promotes and establishes strong, positive, and productive working relationships within the organization by committing to the company's purpose, mission, and core values.
Compliance and Operational Standards
Interviews and gather preliminary documents to originate, process, and close consumer loans.
Evaluates and verifies loan applications and credit criteria. Computes debit ratios, verifies employment and income, determines collateral value and recommends loans for approval. Notifies applicants of loan decisions and requests additional information if required.
Coordinates and processes loan closings, ensuring that each loan is promptly and properly prepared, documented, processed, and disbursed according to the credit union's loan quality standards.
Assists in servicing loans by processing items such as payoffs, refinances, loan workout arrangements, address changes, payment extensions, collateral releases and payment due date changes.
Processes transactions that cannot be completed through automated channels in the branch. Maintains a balancing record that meets established standards for transactions performed. Assists members with the ATM+ machines as required.
Completes branch operational duties, including ensuring branch security procedures are followed, assisting with monthly branch audit responsibilities, assisting with the internal review checklist, and compiling reports as required.
Assists with controlling branch cash, including balancing cash drawers, the branch vault, cash recyclers, cash orders, and balancing the ATM+ machines as required.
Identifies and reports/escalates potentially fraudulent activity, keeping the manager informed of activities and significant concerns while maintaining member information and privacy.
Completes special projects and other duties as assigned.
Statement of Understanding
This is intended to provide a general overview of the essential duties, responsibilities, requirements, and working conditions associated with the position. It is not intended to be an exhaustive or comprehensive list of all tasks or responsibilities. The organization may assign additional duties or modify existing ones as needed, at its discretion. s may be updated periodically to reflect business needs and organizational changes.
Reasonable accommodations may be made in accordance with the Americans with Disabilities Act (ADA) and other applicable laws, so long as such accommodations do not pose undue hardship to the organization or create significant health or safety risks.
Nothing in this job description should be construed as creating an employment contract, either expressed or implied. Employment remains at-will, meaning that either the team member or the organization may end the employment relationship at any time, for any reason not prohibited by law.
Equal Employment Opportunity (EEO)
Georgia United is committed to providing equal employment opportunities and fostering a workplace where all individuals have the chance to succeed. We consider all qualified applicants for employment and advancement without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We value the unique perspectives and contributions that each team member brings to our organization, believing that a diverse and inclusive workforce strengthens our credit union.
E-Verify
Georgia United participates in the U.S. Department of Homeland Security's E-Verify program. E-Verify is an online system used to confirm the eligibility of employees to work in the United States. This process involves electronically verifying the information provided by new hires against records maintained by the Department of Homeland Security and the Social Security Administration.
Qualifications
BehaviorsDetail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Team Player - Works well as a member of a group
EducationHigh School (required)
Experience1 years: * At least one year of experience in a service-oriented role. (required)
* Previous cash-handling experience in a financial institution is preferred. (preferred)
* Strong math skills preferred. (preferred)
1 years: * Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email. (required)
Skills
Member-first Mentality (required)
Customer Service (required)
Sales (required)
Interpersonal Skills (required)
Time Management (required)
Critical Thinking (required)
Team Player (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$20 hourly 1d ago
Universal Associate
Georgia United Credit Union 3.7
Duluth, GA jobs
Georgia United Credit Union regularly evaluates market data to establish salary ranges that enable us to offer the best, competitive compensation package for our positions. Individual compensation packages are based on various factors unique to each candidate, including skill set, experience, qualifications, internal alignment and other job-related factors.
Starting salary $20.35/hr.
Job Responsibilities:
Identifies, recommends, and promotes products and services to build a financial relationship in alignment with the Credit Union's business strategy. Counsels' members regarding money management and financial matters.
Presents and explains Credit Union services and products to members. Performs daily member services, such as opening and closing accounts, and account research.
Resolve member account discrepancies by performing file maintenance and account changes as needed. Assist with the escalation of complex transactions when required.
Demonstrates awareness and willingness to achieve Credit Union, branch, and individual goals. Recommends appropriate products and services to meet or exceed these goals, using consultative conversations to assess the member's needs.
Interviews and gathers preliminary documents to originate, process, and close consumer loans.
Evaluates and verifies loan application and credit criteria. Computes debit ratios and verifies employment and income. Determines value of collateral and recommends loans for approval. Notifies applicants of loan decisions and requests additional information, if required.
Coordinates and processes closings. Ensures that each loan is promptly and properly prepared, documented, processed, and disbursed in accordance with the Credit Union's loan quality standards.
Assists in servicing loans by processing items such as payoffs, refinances, loan workout arrangements, address changes, payment extensions, collateral releases, and payment due date changes.
Welcome and direct members visiting the branch, creating a positive member experience from start to finish.
Processes transactions that cannot be completed through automated channels in the branch. Maintains a balancing record that meets established standards for transactions performed. Assists members who are performing transactions in the ATM+ machines at the branch.
Completes branch operational duties, including ensuring branch security procedures are followed, assisting with monthly branch audit responsibilities, assisting with the internal review checklist, and compiling reports as required.
Assists with controlling branch cash, including balancing cash drawers, the branch vault, cash recyclers, cash orders, and balancing the ATM+'s, as required.
Ensure members are informed of credit union technology services and offerings. Assists members with trouble shooting technology related transactions and issues.
Identify and report/escalate potentially fraudulent activity, keeping their manager informed of activities and significant concerns, while maintaining member information and privacy
Responsible for projecting and maintaining the credit union's professional reputation with members by adhering to professional standards of conduct. Always adhere to credit union guidelines and policies.
Complete special projects, and other duties as assigned.
Promotes and establishes strong, positive, and productive working relationships within the organization through commitment to the company's purpose, mission, and core values.
Georgia United participates in E-Verify.
Qualifications
BehaviorsTeam Player - Works well as a member of a group
Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
EducationHigh School (required)
Experience1 years: * At least one year of experience in a service-oriented role. (required)
* Previous cash-handling experience in a financial institution is preferred. (preferred)
* Must meet the qualifications necessary for NMLS registration to meet the requirements of the SAFE Act. (required)
* Currently has notary license or must be able to obtain license as part of standard job duties. (required)
* Strong math skills preferred. (preferred)
* Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email. (required)
Skills
Member-first Mentality (required)
Interpersonal Skills (required)
Team Player (required)
Customer Service (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
This position requires an advanced understanding of loan products and in-depth loan industry experience, and the ability to handle complex maintenance and service activities. The Loan Operations Associate III supports our customers' loan servicing needs and contributes to the development and improvement of all processes, as well as to the objectives of the team and business. The incumbent directly faces internal and external customers and prioritizes delivery of excellent experience, using strong communication and diplomacy skills, while simultaneously managing a variety of standard loan servicing activities.
Position Accountabilities
Ability to work effectively with minimal supervision and be a team player
Responds to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy
Supports other teammates within the team
Understanding assigned process and procedures as it relates to the job task
Adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank's BSA/AML Policy and Procedures
Ensure excellent service is provided to our internal partners and customers
Identifies and resolves issues within assigned function
Performs all other job duties as assigned
Provide high degree of professionalism and confidentiality in handling and having access to sensitive information.
Takes accountability for entire process from receipt of work to resolution and closure. Provide recommendations on areas of opportunities
Advanced understanding of loan documentation and the ability to apply complex legal concepts to system entries
Perform advanced loan maintenance, code corrections and/or changes, reversals and reapplication of payments
Perform manual interest accrual calculations
Perform loan boarding of complex loans to core operating systems with accuracy
Process complex loan modifications, conversions, and extensions
Participate in the production year-end regulatory tax reporting and corrective reporting
Comply with dual control standards as required
Ensure daily production goals are met and maintain quality
Participate on assigned projects
Perform research with regard to complex loan and general ledger accounts
Manage complex syndication, participation, Equipment Finance and SWAP transactions
Perform complex manual system updates, form generation, and billing schedules
Assist with SBA, Federal Reserve Bank, and FHLB pledging reporting activities
Provide cross-training to department teammates, as needed
Handle escalated customer requests
Support the functions outlined in the Loan Operations Associate I and Loan Operations Associate II roles as needed
Organizational Relationship
This position reports to the Supervisor - Loan Operations
Position Qualifications
Education & Experience
High School diploma or equivalent required.
Minimum 3 years loan servicing experience or 5 years of operations or related experience REQUIRED
Banking, accounting or finance experience required
Knowledge & Skills
Advanced experience with MS Office Suite
High level of accuracy and great attention to detail
Excellent customer service skills
Excellent oral and written communication skills
Detail oriented and quality focused
Flexible, able to adapt to change
Ability to prioritize tasks and meet deadlines
Able to handle and prioritize multiple assignments
Experience with loan operations processes
Familiar with complex loan documents and concepts
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
This position requires an advanced understanding of loan products and in-depth loan industry experience, and the ability to handle complex maintenance and service activities. The Loan Operations Associate III supports our customers' loan servicing needs and contributes to the development and improvement of all processes, as well as to the objectives of the team and business. The incumbent directly faces internal and external customers and prioritizes delivery of excellent experience, using strong communication and diplomacy skills, while simultaneously managing a variety of standard loan servicing activities.
Position Accountabilities
Ability to work effectively with minimal supervision and be a team player
Responds to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy
Supports other teammates within the team
Understanding assigned process and procedures as it relates to the job task
Adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank's BSA/AML Policy and Procedures
Ensure excellent service is provided to our internal partners and customers
Identifies and resolves issues within assigned function
Performs all other job duties as assigned
Provide high degree of professionalism and confidentiality in handling and having access to sensitive information.
Takes accountability for entire process from receipt of work to resolution and closure. Provide recommendations on areas of opportunities
Advanced understanding of loan documentation and the ability to apply complex legal concepts to system entries
Perform advanced loan maintenance, code corrections and/or changes, reversals and reapplication of payments
Perform manual interest accrual calculations
Perform loan boarding of complex loans to core operating systems with accuracy
Process complex loan modifications, conversions, and extensions
Participate in the production year-end regulatory tax reporting and corrective reporting
Comply with dual control standards as required
Ensure daily production goals are met and maintain quality
Participate on assigned projects
Perform research with regard to complex loan and general ledger accounts
Manage complex syndication, participation, Equipment Finance and SWAP transactions
Perform complex manual system updates, form generation, and billing schedules
Assist with SBA, Federal Reserve Bank, and FHLB pledging reporting activities
Provide cross-training to department teammates, as needed
Handle escalated customer requests
Support the functions outlined in the Loan Operations Associate I and Loan Operations Associate II roles as needed
Organizational Relationship
This position reports to the Supervisor - Loan Operations
Position Qualifications
Education & Experience
High School diploma or equivalent required.
Minimum 3 years loan servicing experience or 5 years of operations or related experience REQUIRED
Banking, accounting or finance experience required
Knowledge & Skills
Advanced experience with MS Office Suite
High level of accuracy and great attention to detail
Excellent customer service skills
Excellent oral and written communication skills
Detail oriented and quality focused
Flexible, able to adapt to change
Ability to prioritize tasks and meet deadlines
Able to handle and prioritize multiple assignments
Experience with loan operations processes
Familiar with complex loan documents and concepts
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
This position requires an advanced understanding of loan products and in-depth loan industry experience, and the ability to handle complex maintenance and service activities. The Loan Operations Associate III supports our customers' loan servicing needs and contributes to the development and improvement of all processes, as well as to the objectives of the team and business. The incumbent directly faces internal and external customers and prioritizes delivery of excellent experience, using strong communication and diplomacy skills, while simultaneously managing a variety of standard loan servicing activities.
Position Accountabilities
Ability to work effectively with minimal supervision and be a team player
Responds to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy
Supports other teammates within the team
Understanding assigned process and procedures as it relates to the job task
Adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank's BSA/AML Policy and Procedures
Ensure excellent service is provided to our internal partners and customers
Identifies and resolves issues within assigned function
Performs all other job duties as assigned
Provide high degree of professionalism and confidentiality in handling and having access to sensitive information.
Takes accountability for entire process from receipt of work to resolution and closure. Provide recommendations on areas of opportunities
Advanced understanding of loan documentation and the ability to apply complex legal concepts to system entries
Perform advanced loan maintenance, code corrections and/or changes, reversals and reapplication of payments
Perform manual interest accrual calculations
Perform loan boarding of complex loans to core operating systems with accuracy
Process complex loan modifications, conversions, and extensions
Participate in the production year-end regulatory tax reporting and corrective reporting
Comply with dual control standards as required
Ensure daily production goals are met and maintain quality
Participate on assigned projects
Perform research with regard to complex loan and general ledger accounts
Manage complex syndication, participation, Equipment Finance and SWAP transactions
Perform complex manual system updates, form generation, and billing schedules
Assist with SBA, Federal Reserve Bank, and FHLB pledging reporting activities
Provide cross-training to department teammates, as needed
Handle escalated customer requests
Support the functions outlined in the Loan Operations Associate I and Loan Operations Associate II roles as needed
Organizational Relationship
This position reports to the Supervisor - Loan Operations
Position Qualifications
Education & Experience
High School diploma or equivalent required.
Minimum 3 years loan servicing experience or 5 years of operations or related experience REQUIRED
Banking, accounting or finance experience required
Knowledge & Skills
Advanced experience with MS Office Suite
High level of accuracy and great attention to detail
Excellent customer service skills
Excellent oral and written communication skills
Detail oriented and quality focused
Flexible, able to adapt to change
Ability to prioritize tasks and meet deadlines
Able to handle and prioritize multiple assignments
Experience with loan operations processes
Familiar with complex loan documents and concepts
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$85k-138k yearly est. 1d ago
Relationship Associate
First National Bank of Pennsylvania 4.5
Winston-Salem, NC jobs
Primary Office Location:161 S. Stratford Road. Winston Salem, North Carolina. 27104.Join our team. Make a difference - for us and for your future.
Relationship Associate 1
Business Unit: WM - FNIS
Reports to: Varies Based on Assignment
Position Overview:
This position is primarily responsible for assisting the Financial Advisors in the establishment and maintenance of accounts and client relationships. The incumbent, within their level of experience and licensing, handles routine transactions and account servicing while supporting the assigned Financial Advisors. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Reviews documentation for new account and existing account servicing transactions for completeness and accuracy. Submits documentation for processing and sales review. Maintains appropriate records required for all transactions. Initiates Redtail Workflow to follow through to confirm all elements of a transaction are successfully implemented in a timely manner.
Interacts independently with customers. Works independently within the scope of authority, insurance licensing, and abilities to resolve account maintenance and client service issues. At the Financial Advisor's discretion and direction, may enter client orders on broker dealer and clearing firm systems.
Assists Financial Advisor(s) with coordination of business plan elements. Responsible for the execution of proactive, consistent client contact process to provide the FA(s) opportunities to identify options to expand wallet share and sustain a high level of client retention.
Completes all required continuing education such as Bank, Broker/Dealer and State Insurance Department on time to keep all licenses and Broker/Dealer status current.
Regularly reviews appropriate reporting systems (Items for Attention, Submitted Business, Pinpoint, etc.) to identify transaction and account processing issues and other service related items.
Enters branch revenue crediting based on information received from the FA. At FA(s) direction, responsible for initiating and monitoring the movement of funds through the FNB IS Settlement account to fund investments in a timely manner. At FA(s) discretion, may assist with updating branch referrals.
Creates and maintains client files and records. CSR is responsible for administration of the FA's Redtail records to ensure client information, segmentation ratings and branch assignments are current.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
0
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Intermediate Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Associates preferred.
Knowledge of banking processes and procedures preferred.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Life/Heath state insurance license required.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$28k-33k yearly est. 1d ago
Relationship Associate
First National Bank of Pennsylvania 4.5
New Castle, PA jobs
Primary Office Location:32 North Mill Street. New Castle, Pennsylvania. 16101.Join our team. Make a difference - for us and for your future.
Relationship Associate 2
Business Unit: WM - FNIS
Reports to: Varies Based on Assignment
Position Overview:
This position is responsible for assisting the assigned Financial Advisors with the objective of maximizing the FA's time spend in client facing business opportunities. The CSR2 provides an enhanced level of support in line with their experience, licensing and securities registration. The CSR2 partners with their assigned FAs in the development and execution of the FAs business practice model designed to (1) provide the highest quality of service to every client and (2) maintain consistent, pro-active client contact.
Primary Responsibilities:
Reviews documentation for new account and existing account servicing transactions for completeness and accuracy. Submits documentation for processing and sales review. Maintains appropriate records required for all transactions. Initiates Redtail Workflow to follow through to confirm all elements of a transaction are successfully implemented in a timely manner.
Interacts independently with customers regarding service issues and provides advice and follow up within the scope of authority, licensing and registration, and abilities to resolve account maintenance and service issues. May independently take and enter unsolicited trade order instructions from clients within their scope of authority, licensing and registration, and abilities.
Assists Financial Advisor(s) with development and coordination of business plan elements. Responsible for the execution of proactive, consistent client contact process to increase client retention. The SA also uses the contact process and other resources to independently data mine the book for opportunities with existing clients for expansion of wallet share and increase client retention.
Maintains their own set of compliance-required files. Completes all required continuing education such as Bank, Broker/Dealer and State Insurance Department on time to keep all licenses and registrations current.
Regularly reviews appropriate reporting systems (Items for Attention, Submitted Business, Pinpoint, etc.) to identify transaction and account processing issues and other service related items. Independently determines if items can be cleared without FA involvement.
Enters branch revenue crediting based on information received from the FA. At FA(s) direction, responsible for initiating and monitoring the movement of funds through the FNB IS Settlement account to fund investments in a timely manner. At FA(s) discretion, may assist with updating branch referrals.
Creates and maintains client files and records. CSR is responsible for administration of the FA's Redtail records to ensure client information, segmentation ratings and branch assignments are current.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
Associates
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Intermediate Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
BA or BS preferred.
Experience in investment industry preferred.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Valid Drivers License
Life/Heath state insurance licenses & FINRA Series 7/63 (Series 65 or 66 preferred) registrations.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$24k-28k yearly est. 1d ago
Shipping and Receiving Associate - Technology Hardware
Associated Bank-Corp 4.6
Green Bay, WI jobs
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
The Shipping and Receiving Associate - Technology Hardware plays a critical role in ensuring our colleagues have the technology they need to succeed. You will manage the secure movement and tracking of IT hardware across the bank while maintaining accuracy, compliance, and control. This role offers hands-on exposure to enterprise IT operations with opportunities to grow your technical and process expertise.Key Accountabilities
Manage end-to-end shipping and receiving of technology hardware, including laptops, monitors, peripherals, and networking equipment.
Track and maintain accurate hardware inventory and chain-of-custody records within ServiceNow.
Support IT lifecycle activities such as new deployments, refresh programs, and secure decommissioning.
Audit inventory and reconcile discrepancies, implementing corrective actions to strengthen controls.
Partner with Field Services, IT Asset Management, and logistics vendors to ensure timely and secure deliveries.
Recommend process improvements to enhance efficiency, compliance, and asset traceability
Required
Associate Degree or equivalent combination of education and experience
Field of study in Logistics, IT Operations, or a related area
2+ years of experience in shipping, receiving, logistics, or IT operations involving technology hardware
Preferred
2+ years of experience with IT asset management tools or IT ticketing systems (e.g., ServiceNow)
Why You'll Love Working Here
At Associated Bank, you'll be part of a collaborative, purpose-driven culture that values accuracy, integrity, and continuous improvement. We invest in your growth through hands-on learning, career development, and meaningful work that supports colleagues across the organization. Apply today to make an impact.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank is Pay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.80 - $30.52 per hour
$17.8-30.5 hourly 1d ago
Seasonal Associate - Erie County
First National Bank of Pennsylvania 4.5
Erie, PA jobs
Primary Office Location:711 State Street. Erie, Pennsylvania. 16501.Join our team. Make a difference - for us and for your future.
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$23k-28k yearly est. 1d ago
Sponsor Bank Strategy and Sales Enablement Associate, New College Grad - 2026
Visa 4.5
Miami, FL jobs
Visa is a world leader in payments and technology, with over 276 billion payments transactions between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid.
Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.
Job Description
TheSponsor Bank Strategy &Sales EnablementAssociatewillsupport aclientsegment thatis critical to Visa's growthand innovation roadmap.The position willbe responsible forexecutingcross-functional,strategic initiativesthat will deliver meaningful value toclients, and will also lead internal efforts toimprove operational excellence for the segment.
Visa is committed to fostering growth and development, and we encourage you to find a role that aligns with both your personal passions and professional aspirations. You will have the opportunity to take on new responsibilities,acquirenew skills, and exploredifferent partsof Visa'sbusiness, as this is a segment that touches all aspects of Visa's strategy across Consumer Payments, Commercial & Money Movement Solutions, and Value-Added Services.
Some job duties and projects could include:
Participate in cross-functional projects to refine existing strategies to drive growth for Visa'sSponsorBank partners
Collaborate with internal andexternalstakeholders toidentifyclient pain points andassistin launching new productsandservices
Createframeworks and processes to improve 'specialized sales' for Sponsorship in collaboration withother North AmericaSales teams
Support the alignment and implementation of strategies and operating models for the Sponsor Bank segment
Serve as the sales operations and sales excellence champion for the Sponsor Bank team by leadingthe process of tracking and measuringsales objectivesto improve collaboration, pipeline management, goal setting, and recognition
Monitor market trends, activities, and competitor actions todeliver thought leadership andsupport the development of strategies and plans for clients
Upskill and educate internal teams on the Sponsor Bank segment toensure continued improvement of the internal operating model
Serve as AI champion across the team
Qualifications
Basic Qualifications
Bachelor's or Master'sdegreein Business Administration, Marketing, Finance,Economicsor related fieldgraduating May 2025 - August 2026.
Preferred Qualifications
Strong communications skills, specifically,clearand concise written and spoken communications, and communications thatdemonstrateprofessional judgment
Proficient in Microsoft PowerPoint,Wordand Excel
Basic knowledge of payment products
Proactive, self-starter, and strategic thinker with strong analytical skills
Excellent problem-solving skills
Strong interpersonal skills and the ability to work well with a wide range of stakeholders
Client-focused, with a passion for solving client issues and tackling opportunities
Demonstrated ability to lead and navigate through ambiguity
Curious mindset and a hands-on approach to all activities, with real passion for the payments industry
Additional Information
U.S. APPLICANTS ONLY: The estimated salary for a new hire into this position is$72,000USD whichmay include potential sales incentive payments (if applicable).Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible forbonusand equity.Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
Work Authorization:Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position. Future sponsorship will not be considered.
Work Hours:Varies upon the needs of the department
This is a hybrid position.Expectationof days inofficewill be confirmed by your hiring manager.
Travel Requirements:This position requires travel5-10% of the time.
Mental/Physical Requirements:This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone,frequentlyoperatestandard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will alsoconsider foremploymentqualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
$72k yearly 2d ago
Venue Sales Associate
Donnelley Financial, LLC 4.8
Chicago, IL jobs
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our
"Win as One"
mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognized by
Newsweek
as one of
AMERICA'S MOST LOVED WORKPLACES
for three consecutive years and a
Built In Best Places to Work
for six years, we are committed to our employees' total wellbeing. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
The Venue Sales Associate will assist in growing the new customer base by prospecting and developing relationships within target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations.
Responsibilities:
* Daily prospecting activity within target accounts such as investment banks, private equity firms, law firms, accounting advisors.
* Participate in the sales process from lead generation to qualification to close.
* Execute strategic plan within designated territory to generate revenue.
* Establish a strong and consistent cadence of in-person meetings, organize networking events and attend conferences to improve brand and client exposure to the Venue product.
* Foster new relationships through outbound efforts and establish positive relationships with senior executives and decision-makers.
* Develop a plan and prioritize your time to focus on high impact activities to achieve key performance indicators.
* Cross collaboration with Reps from other areas of DFIN to leverage existing relationships and ensure that all appropriate service offerings are presented to target clients.
* Work closely with Product, Marketing, Service Delivery, Business Development and both the Venue and GCM sales team to ensure client happiness by serving as the voice of the customer.
* Update Salesforce daily to track activity, client and product insights, account coverage and sales pipeline.
Qualifications:
* Bachelor's degree or equivalent experience required.
* 6 to 24 months of general business experience.
* Desire to build a professional career in sales.
* Excellent communication skills: Ability to engage prospects with clear, concise, and persuasive communication.
* Strong listening skills: Actively listen to understand customer needs and pain points.
* Persistence and resilience: Ability to handle rejection and consistently follow up with prospects.
* Sales acumen: Basic understanding of sales principles, including objection handling and closing techniques.
* Technical proficiency: Familiarity with CRM software and other sales tools.
* Time management skills: Effectively manage leads and prioritize high impact activities.
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via t (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
$27k-34k yearly est. 1d ago
Summer Legal Associate (1L) - Summer 2026
Visa 4.5
Foster City, CA jobs
Visa is a world leader in payments and technology, with over 276 billion payments transactions between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid.
Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.
Job Description
The Visa Summer Legal Associate (1L) program is designed to enhance the legal careers of first year law students who have demonstrated leadership, service, and engagement in their community.The program gives qualified candidates the opportunity to enhance their legal education,establishmeaningful contacts, improve the quality of their work product through comprehensive feedback, and aspire to a rewarding career in the law.
This position, based in Visa's Bay Areaofficesis a summer internship for law students interested in learning more about working in an in-house legal department. Under supervision of attorneys, the Summer Associate will receive a variety of work assignments in multiple practice areas, which mayinclude:litigation, M&A, employment, data use & privacy, marketing, trademark, IP, regulatory, product, and more. The Summer Associate will also learn first-hand about Visa business operations and interact with internal business clients. The Summer Associate will also have the potential opportunity for a two-week reverse secondment at a partnering law firm.
As a Summer Legal Associate, you will have the chance to:
Work closely with multiple members of the Visa legal team across a variety of practice areas
Gain valuable insights about working in-house, which can be a rare opportunity for junior lawyers
Deliver an end-of-summer presentation to senior members of the Legal team (potentially including the General Counsel)
Attend fun social events with fellow interns
Essential Functions:
Shadow members of Visa's Legal Department
Complete projects in a variety of practice areas under supervision of Visa attorneys
Qualifications
Basic Qualifications:
Good standing as a first-year law student at an ABA accredited law school.
Preferred Qualifications:
An interest in the in-house legal environment
Demonstrated academic excellence and leadership ability, personal and professional accomplishments, commitment to community service or engagement
Excellent written and oral communication and legal research skills
Strategic thinking and thought leadership
Proven ability to translate ideas into action
Teamwork, interpersonal & relationship-building skills
Attention to detail
An innovative, creative, entrepreneurial spirit that welcomes change and challenge
Motivated, focused, driven; embraces a global mindset
Please attach as separate documents to your application:
A personal statement (no more than 300 words) describing your leadership, service, or community involvement, and why you are interested in working at Visa and intechnology generally.
Your first semester law schoolgrades, as soon asthey are available.
Additional Information
U.S. APPLICANTS ONLY:U.S. APPLICANTS ONLY:The estimated hourly range for a new hire into this position is$44/HR USD which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location.
Work Authorization:Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position. Future sponsorship will not be considered.
Work Hours:Varies upon the needs of the department
This is a hybrid position.Expectationof days inofficewill be confirmed by your hiring manager.
Travel Requirements:This position requires travel5-10% of the time.
Mental/Physical Requirements:This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone,frequentlyoperatestandard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will alsoconsider foremploymentqualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
$44 hourly 2d ago
Associate - Modeling Analytics
Jpmorgan Chase & Co 4.8
Wilmington, DE jobs
JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job responsibilities
* Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
* Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
* Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
* Create and present forecasts to senior management with a clear storyline and data support
* Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
* Be a self-motivated individual with the ability to work on multiple projects with limited guidance
* Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
* Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
* Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
* Minimum 3 years of related analytical experience.
* Strong knowledge of Python, SAS, SQL, and MS Office required.
* Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
* Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
* Advanced degree is preferred.
* Strong P&L knowledge and understanding of drivers of profitability.
* Knowledge of CCAR (Stress Testing) and CECL process
$101k-125k yearly est. Auto-Apply 50d ago
Associate - Modeling Analytics
Jpmorganchase 4.8
Wilmington, DE jobs
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job Responsibilities
Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
Create and present forecasts to senior management with a clear storyline and data support
Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
Be a self-motivated individual with the ability to work on multiple projects with limited guidance
Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
Minimum 3 years of related analytical experience.
Strong knowledge of Python, SAS, SQL, and MS Office required.
Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
Advanced degree is preferred.
Strong P&L knowledge and understanding of drivers of profitability.
Knowledge of CCAR (Stress Testing) and CECL process
$101k-125k yearly est. Auto-Apply 50d ago
Associate - Modeling Analytics
Jpmorgan Chase 4.8
Wilmington, DE jobs
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
**Job Responsibilities**
+ Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
+ Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
+ Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
+ Create and present forecasts to senior management with a clear storyline and data support
+ Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
+ Be a self-motivated individual with the ability to work on multiple projects with limited guidance
+ Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
**Required qualifications, capabilities, and skills**
+ Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
+ Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
+ Minimum 3 years of related analytical experience.
+ Strong knowledge of Python, SAS, SQL, and MS Office required.
+ Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
+ Excellent oral and written communication and presentation skills.
**Preferred qualifications, capabilities, and skills**
+ Advanced degree is preferred.
+ Strong P&L knowledge and understanding of drivers of profitability.
+ Knowledge of CCAR (Stress Testing) and CECL process
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$101k-125k yearly est. 48d ago
Associate - Modeling Analytics
Jpmorganchase 4.8
Wilmington, NC jobs
Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job responsibilities
Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
Create and present forecasts to senior management with a clear storyline and data support
Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
Be a self-motivated individual with the ability to work on multiple projects with limited guidance
Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
Minimum 3 years of related analytical experience.
Strong knowledge of Python, SAS, SQL, and MS Office required.
Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
Advanced degree is preferred.
Strong P&L knowledge and understanding of drivers of profitability.
Knowledge of CCAR (Stress Testing) and CECL process
$97k-118k yearly est. Auto-Apply 50d ago
Associate, Model Risk
PGIM 4.5
Newark, NJ jobs
Job Classification:
Corporate - Risk
Are you a technical, risk-minded individual? Do you enjoy solving financial problems? Enterprise Risk Management's (ERM) mission is to enable intelligent management decisions to help drive exceptional business, customer, and financial outcomes over the long term. The Insurance, Product, Assumption, Model (IPAM) team within ERM enables Enterprise end-to-end management of Insurance, Product, Assumption, and Model Risk.
The Model Risk Management Group (MRMG) within IPAM is responsible for managing model risks across the enterprise. We are seeking to hire two Associates to be members of the MRMG and work with a talented team to perform independent model reviews.
The current EWA for this position is Hybrid and requires your on-site presence on a reoccurring basis as determined by your business.
What you'll do:
Research relevant regulatory frameworks, underlying products, assumptions and methodologies.
Review model documentation, evaluate risks and propose review strategies.
Perform modeling analytics and build independent challenger models and other analytical tools as needed.
Clearly document review activities in a comprehensive model review report.
Work closely with others, both inside and outside the MRMG.
Related to model review work, this position would also have exposure to model risk assessments and model issue remediation processes.
What you'll need:
Note: This role is open to candidates with either an Actuarial or Investment/Finance background.
0-2 years of working experience in Quantitative Finance or Financial Engineering, or Actuarial Science.
Strong knowledge of life insurance products, actuarial functions and models.
B.S in quantitative fields such as Financial Engineering, Mathematical Finance, Applied Mathematics, Actuarial Science, Financial Econometrics, Physics, or other Engineering. A graduate degree is preferred.
Excellent mathematical and analytical problem-solving skills.
Strong knowledge of valuation for financial derivatives such as options, IR Swap, Swaption, Futures, and general knowledge of Asset Liability Management (ALM) for insurance products.
Strong technical skills, with hands-on experience in programming languages such as Python and VBA. Experience with C++, MATLAB, or any database is also preferred.
Experience in model development, implementation, and/or validation is a plus.
Strong knowledge of AI/ML algorithms or experience in developing data science models is a plus.
Experience in the financial services industry (bank, insurance company, hedge fund, etc.).
Strong communication skills, both written and oral, including the ability to communicate complex issues to non-technical persons.
Ability to build strong relationships and collaborate with others.
#LI-Hybrid
What we offer you:Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $78,700.00 to $117,300.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.