Join our team - and take the next step in achieving a fulfilling career!
What We Do
At CardWorks, we aim to help people connect with possibility and opportunity using our financial servicing expertise. Building meaningful, long-term relationships with consumers, our employees, and our clients is what matters most.
Who We Are
CardWorks, Inc. is a diversified consumer finance service provider and parent company of CardWorks Servicing, LLC, Merrick Bank and Carson Smithfield, LLC.
CardWorks Servicing, LLC provides end-to end operational servicing functions for credit cards, secured cards, and installment loans. We service consumer and small business loans across the credit spectrum and offers backup servicing and due diligence services to capital providers and trustees.
Merrick Bank is an FDIC-insured Utah Industrial Loan Bank. Merrick operates three main business lines: credit cards, recreational lending, and merchant services.
Carson Smithfield, LLC provides a variety of post-charge-off debt recovery services, including digital self-service, IVR, live agent, and external agency management.
Join a team that puts people first. Build a career that grows with you.
Are you someone who enjoys helping others, solving problems, and creating positive customer experiences? Do you thrive in a fast‑paced environment where every call is an opportunity to make a difference? If so, we want to meet you!
As a Call Center Engagement Associate, you'll be the trusted voice customers turn to for assistance, information, and solutions. This role is perfect for individuals who are motivated, compassionate, and ready to contribute to a team dedicated to outstanding service.
What You'll Do
Assist and advise accountholders regarding their accounts
Answer incoming calls professionally and deliver an exceptional customer experience
Resolve questions, concerns, and account issues using established policies
Update and maintain accurate customer information in the operating system
Initiate transactions, investigations, and dispute processes
Educate customers on billing dispute procedures
Transfer calls to the proper department
Escalate calls requiring additional support
What You Bring
High school diploma or equivalent is required
Prior customer service experience is desirable
Experience working with computers is required
1 plus year of related inbound or outbound call center or collections experience is desired
Experience with FDR, Evolve, or similar platforms is a plus
Strong computer skills and comfort navigating multiple applications
Clear, confident verbal communication
A goal‑oriented mindset and adaptability in a fast‑moving environment
Ability to commute and work in an office environment
What Success Looks Like
Meeting quality and productivity standards
Monitoring and achieving monthly performance goals
Communicating clearly and professionally
Supporting team goals and contributing to department success
Bringing a positive attitude and willingness to grow
Why You'll Love Working Here
Opportunities for long‑term career growth
Skill development in communication, technology, and problem‑solving
Supportive team environment
The chance to make a meaningful impact through every customer interaction
If you're ready to take the next step in your career and join a team that values your talent, apply today!
The salary range for this position, if located in NY Metro/NY State is $17.50/hr to $22.00/hr. However, please note that the salary range will vary for other geographic areas.
#INDLP
Our Employee Value Proposition
Competitive Pay, including a Bonus Target or Variable Pay Incentive Program
Benefits Package -Medical, Dental, and Vision (plus much more)
401(k) Plan with Company Match
Short- & Long-Term Disability
Wellness Programs
Group Life and AD&D Insurance
Paid Vacation, Sick Days and bank Holidays
Employee Engagement Activities including Employee Appreciation Day, DEI Employee Resource Groups, Corporate Social Responsibility, Service Recognition
We offer a total rewards package
comprised
of a competitive base rate of pay, variable pay incentive programs based on the role, and a comprehensive benefit suite.
Offered rates of pay
are
determined
based on job-related knowledge, relevant experience, skills, certifications, and geographic location.
We are an equal opportunity employer, and we evaluate qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran
status
or any other legally protected characteristic. We will conduct a thorough background check for all hires in compliance with applicable
.
$17.5-22 hourly Auto-Apply 2d ago
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Fraud Prevention Associate I
Cardworks 4.4
Cardworks job in Woodbury, MN
Join our team - and take the next step in achieving a fulfilling career!
What We Do
At CardWorks, we aim to help people connect with possibility and opportunity using our financial servicing expertise. Building meaningful, long-term relationships with consumers, our employees, and our clients is what matters most.
Who We Are
CardWorks, Inc. is a diversified consumer finance service provider and parent company of CardWorks Servicing, LLC, Merrick Bank and Carson Smithfield, LLC.
CardWorks Servicing, LLC provides end-to end operational servicing functions for credit cards, secured cards, and installment loans. We service consumer and small business loans across the credit spectrum and offers backup servicing and due diligence services to capital providers and trustees.
Merrick Bank is an FDIC-insured Utah Industrial Loan Bank. Merrick operates three main business lines: credit cards, recreational lending, and merchant services.
Carson Smithfield, LLC provides a variety of post-charge-off debt recovery services, including digital self-service, IVR, live agent, and external agency management.
Position Summary:This position entails the utilization of internal and external resources to proactively monitor, detect, and prevent fraudulent activities on behalf of our clients and accountholders. Essential Functions:
Monitors a fraud detection system that is designed to identify and mitigate potential fraudulent activities at an early stage
Conducts in-depth analysis to identify emerging fraud trends and promptly communicate trends identified to fraud prevention management.
Initiates outbound calls to account holders to confirm and validate unusual or suspicious account activities
Contacts clients and customers via outbound calls to verify and/or provide explanations for unusual or suspicious account activity
Provides support and counseling to account holders who have fallen victim to fraudulent activity, conducting thorough inquiries when necessary
Reviews all aspects of suspicious activity, taking appropriate actions such as, restricting accounts, making outbound calls, sending relevant correspondence, etc.
Generate accurate and detailed lost/stolen reports to ensure timely and effective response to potential security threats
Performs other duties as assigned
Education and Experience:
High School Diploma or equivalent education is required
One (1) year of related customer service experience is required, with a preference for financial servicing and or credit card fraud detection related experience
Experience with First Data Resources (FDR) and/or related platforms preferred
Summary of Qualifications:
Keyboarding proficiency
Familiarity with Windows based computer applications
Ability to work under pressure and at a rapid pace
Ability to carry out written and verbal instructions
Ability to communicate with others and to assimilate and understand information, in a manner consistent with essential job functions
Ability to multi-task is essential
Ability to work in a dynamic team environment
The salary range for this position, if located in NY Metro/NY State is $18.00/hr to $26.00/hr. However, please note that the salary range will vary for other geographic areas.
#INDHP
Our Employee Value Proposition
Competitive Pay, including a Bonus Target or Variable Pay Incentive Program
Benefits Package -Medical, Dental, and Vision (plus much more)
401(k) Plan with Company Match
Short- & Long-Term Disability
Wellness Programs
Group Life and AD&D Insurance
Paid Vacation, Sick Days and bank Holidays
Employee Engagement Activities including Employee Appreciation Day, DEI Employee Resource Groups, Corporate Social Responsibility, Service Recognition
We offer a total rewards package
comprised
of a competitive base rate of pay, variable pay incentive programs based on the role, and a comprehensive benefit suite.
Offered rates of pay
are
determined
based on job-related knowledge, relevant experience, skills, certifications, and geographic location.
We are an equal opportunity employer, and we evaluate qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran
status
or any other legally protected characteristic. We will conduct a thorough background check for all hires in compliance with applicable
.
$18-26 hourly Auto-Apply 11d ago
Senior Associate, Private Equity Real Estate - Drive Deals
Thrivent Financial 4.4
Minneapolis, MN job
A leading financial services organization in Minneapolis is seeking a Senior Associate in private equity real estate. This role requires a bachelor's degree and at least four years of experience in commercial real estate. The associate will manage investment performance monitoring, support deal teams, and prepare materials for investment committees. The organization offers competitive salary and extensive benefits including health insurance, retirement plans, and generous paid time off.
#J-18808-Ljbffr
$70k-104k yearly est. 4d ago
Attorney - Intellectual Property
Grayrobinson Branding 4.5
Miami, FL job
GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues.
Candidates must be admitted to the Florida Bar or willing to seek admission in the 12 months following date of employment. Must have litigation experience, excellent analytical, research, and writing skills. Additional skills include the ability to successfully work on multiple projects simultaneously and autonomously, with keen attention to detail. Familiarity with e-discovery and e-discovery programs a plus. International experience and foreign language skill also a plus but not necessary.
We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment.
GrayRobinson, P.A. is an Equal Opportunity Employer.
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.
#J-18808-Ljbffr
A leading financial services firm in Miami is looking for a Private Banker to develop and manage client relationships and create tailored wealth management strategies. Candidates should have over 15 years of experience in the financial sector, strong knowledge of investment and credit products, and relevant licensing. This role offers a salary range of $200,000 to $500,000 plus comprehensive employee benefits including medical coverage and paid time off.
#J-18808-Ljbffr
A leading real estate investment firm in Boca Raton is seeking a Vice President / Director / Managing Director to lead debt investment strategies. The candidate will have 7+ years of experience in real estate debt investing, demonstrating strong analytical and negotiation skills. Key responsibilities include sourcing loans, managing transactions, and overseeing portfolio performance. The role offers comprehensive benefits, including health insurance and a competitive 401(k) plan, fostering an empowering work environment.
#J-18808-Ljbffr
$84k-128k yearly est. 5d ago
Mortgage Occupancy Field Inspector
GIS Field Services 4.4
Taylor Creek, FL job
GIS Field Services, Inc. has been in the mortgage field inspection industry for over 20 years and is based out of Dallas, TX. We are looking to hire Mortgage Occupancy Field Inspectors to perform residential property inspections on behalf of mortgage lenders. Our independent contractors enjoy a flexible schedule while earning weekly pay. Please visit our website to learn more about us and the industry. ************************
Job Title:Mortgage Occupancy Field Inspector County Coverage: Okeechobee Inspection Vol. per Month: 21
Preferred Experience:
We are looking for knowledgeable and experienced inspectors:
Aspen Grove ABC#
Have used at least one of the industry standard smart phone apps: InspectorADE (what GIS uses), EZ Inspections or SafeView inspect
Currently conducting occupancy inspections (or have in the past)
Mortgage Property Inspection Overview:
Mortgage lenders require periodic updates on the properties they have financial interest in. The lender contracts with GIS to have inspectors go out to verify the property occupancy, report general property conditions, letter delivery/posting, vacant interior walkthrough or insurance repair progress report. Majority of our inspections are basic exteriors where some do require contact by door knock or letter delivery. In addition, there will be some inspections which require interior access to secured/vacant properties and appointment based insurance loss inspections.
Job Responsibilities:
Requires being able to spend extended periods of time driving
Efficient time management to route and complete inspections with an estimated 3-5 day turnaround time in your agreed territory
Make a determination of occupancy based on industry standards and report general property conditions
Using a mobile app to obtain all photographs, comments, and form documentation
Consistent communication with your inspection manager via text, email and phone
Requirements:
Valid US drivers license
Aspen Grove ABC #
Computer with an internet connection
Fuel efficient vehicle
iPhone or Android
Printer
Office supplies (paper, envelopes, ink)
HUD keys (set of 11)
Daylight hour availability
Volt stick (preferred)
Pay and Hours:
Set rate per inspection is estimated at $15-$20+ per hour based on the number of inspections performed
**This will vary depending on location, volume and efficiency.**
Inspections are paid out every Friday by direct deposit for work completed the prior week
Depending on the territory you should expect to work 5-15+ hours per week
The job is a 1099 Independent Contractor position
$15-20 hourly 7d ago
Payroll Specialist
BBSI 3.6
Lehi, UT job
The BBSI Payroll Specialist position is a key member of the business unit team that consults on a broad range of organizational and management areas. The primary objective of the Payroll Specialist is to process perfect and timely payrolls for around 60-80 clients with a variety of pay periods, pay cycles, and payroll complexities. Additionally, the Payroll Specialist will work closely with clients to understand their payroll and accounting systems and processes to help identify and recommend process improvements.
The successful candidate must demonstrate strong business acumen and possess an entrepreneurial spirit with a genuine desire to proactively and consistently deliver value to our clients and internal teams.
This position reports to the Area Manager and works in partnership with other positions within the business unit, branch and corporate office.
Duties and Responsibilities
Run high volume perfect and timely on- and off-cycle payrolls (800+ employees) for multiple client companies
Become an expert in new client onboarding, BBSI payroll, CRM (Salesforce), timekeeping and HRIS systems. Identify systems options to achieve better results for clients and BU members
Perform on-site client payroll training, HRP web training and use of all feature functionalities relevant to client
Become subject matter expert on client data including turnover, ongoing or seasonal headcount fluctuations, time & attendance, building payroll bridges, import & export requirements, prevailing wages, job costing, certified payroll, standard & custom reporting requirements of client companies
Desired Skills and Experience
Minimum 5 years of payroll experience - ideally in a multi-client, fast-paced, demanding environment
Strong client service orientation and superb customer service skills
Demonstrated experience in process improvement and streamlining - within prior role or department
Experience as a bookkeeper or accountant desirable
Must be self-driven to succeed and help drive success for our business owners
Knowledge of wage and hour laws and taxability of wages.
Exposure to workers' compensation claims management helpful.
Effective communicator with individuals at all levels within an organization
Professional appearance and demeanor; excellent verbal and written communication skills
Exceptional time management skills and ability to work collaboratively in a team setting, with minimal supervision
Systems experience including proficiency in MS Office, particularly Outlook, Excel and Word. Experience in CRM, Citrix preferred, HRP software experience a big plus
Associate's degree preferred; advanced degree is a plus
CPP or FPC designation highly preferred
MS Office experience
Approximately 10% of time to be spent out of the office (local travel within 50 miles of office) for client visits and onsite training
For Individuals with these requirements, this position offers at a minimum:
The stability of working for a publicly traded, growth-oriented company
Phenomenal work environment where we work hard, have fun, promote growth and development, and build great relationships with solid business professionals
Opportunity to impact the success and growth of client companies and BBSI
Knowledge that you are working for a results-oriented organization
Experience interacting with professionals in multiple industries
Salary and Other Compensation:
The starting income range for this position is $26.00-$28.00 hourly. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications and other qualifications of the candidate.
This position is also eligible for incentive pay in accordance with the terms of the Company's plan.
Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program.
Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually.
Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit.
If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. bbsi.com Please apply via this posting and not by contacting our local or corporate offices.
Click here to review the BBSI Privacy Policy: ***********************************
California applicants: to see how we protect your data, visit our website at: *********************************************************
$26-28 hourly 3d ago
Loan Originator - Kayne Anderson Real Estate
Kayne Anderson Capital Advisors 4.7
Boca Raton, FL job
Title: Vice President / Director / Managing Director (Depending on Experience)
Location: Boca Raton, FL (Full Time / In Office)
About Kayne Anderson Real Estate
Kayne Anderson Real Estate is a leading real estate investment firm, managing nearly $20 billion in assets across opportunistic equity, core equity, and real estate debt, with sector expertise in medical office, seniors housing, off‑campus student housing, multifamily housing, self‑storage, and light industrial. Kayne Anderson Real Estate is part of Kayne Anderson, an approximately $40 billion alternative investment management firm with more than 41 years of experience in the real estate, credit, infrastructure, and energy sectors.
With more than 130 professionals, Kayne Anderson Real Estate has consistently demonstrated its ability to bring more to an opportunity than equity capital, enhancing a project's overall performance and quality by incorporating best practices and effective alternatives in the design, construction, documentation, financing, and operation of investments. The firm's entrepreneurial spirit and resilient culture, combined with a reputation for quick response, firm commitment, and timely execution, has solidified Kayne Anderson Real Estate's reputation and resulted in strong relationships with developers, owners, operators, financing sources, and other intermediaries. (As of October 2025)
Position Overview
We are seeking a highly skilled real estate debt investment professional to join our growing team. The new hire will play a leading role in sourcing, structuring, and managing real estate debt investments. In particular we are seeking a candidate who has experience in (i) purchasing non‑performing and sub‑performing loans, (ii) loan workouts, and (iii) direct high‑yield lending. This is a highly visible role with direct responsibility for investment strategy, deal execution, and portfolio management within the firm's expanding platform.
General Position Responsibilities
Lead the origination, underwriting, and structuring of debt investments across various real estate asset classes.
Build and maintain relationships with borrowers, lenders, brokers, and other capital markets participants to source proprietary deal flow.
Oversee financial modeling, investment analysis, and due diligence processes to evaluate new opportunities.
Manage the execution of complex transactions, including negotiation of loan documents and closing processes.
Monitor and manage portfolio performance, including risk management, asset surveillance, and value optimization strategies.
Partner with senior leadership to shape investment strategy and capital deployment.
Mentor junior team members, providing guidance on deal analysis, execution, and market insights.
Qualifications
7+ years of experience in real estate debt investing, credit, or structured finance, ideally with a private equity, investment management, or real estate investment platform.
Strong track record in sourcing and executing transactions.
Deep knowledge of capital markets, real estate debt structures, and risk/return analysis.
Proven ability to lead deal execution from origination through closing and asset management.
Exceptional financial modeling, analytical, and negotiation skills.
Established industry relationships with borrowers, lenders, and intermediaries.
Strong leadership, communication, and presentation skills.
Bachelor's degree in finance, real estate, or related field required; advanced degree or CFA/MBA a plus.
Benefits
Competitive medical, dental, and vision insurance
Flexible spending accounts (dependent care, healthcare, limited purpose FSA)
Accident and Critical Illness insurance
Long Term Disability insurance
Competitive 401(k) benefits
Pet healthcare savings program
Member's Only Healthcare - healthcare navigation
WellHub - corporate wellness platform
$10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy)
Rocket Lawyer legal benefits
Reimbursement of professional society memberships and exam fees
Up to $10,000 matching annually for contributions to qualified non-for-profit organizations
Parental leave
Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire.
Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
#J-18808-Ljbffr
$36k-52k yearly est. 4d ago
Software Engineer Intern
Northwest Bank 4.8
Warren, PA job
Software Engineer Intern provides analytical and tier 2 technical support for business applications, creates and maintains documentation related to application support and implementation, and maintains application reliability by working to identify systemic issues through root cause analysis.
ESSENTIAL FUNCTIONS:
* Under direct supervision, support, install, troubleshoot, maintain and manage applications.
* Test, implement, document, and maintain support FAQ's and solutions.
* Triage support incidents and escalates high priority events to the appropriate groups.
* Perform ongoing monitoring and health checks for applications.
* Create automation solutions for support and maintenance tasks and activities.
* Support and maintain applications and solutions using Visual Studio, .NET platform, SQL server, C#, or other equivalent languages/tools
* Support and maintain solutions built on Microsoft SharePoint and Office 365.
* Support and maintain enterprise content management solutions e.g. Fiserv Nautilus.
* Support and maintain web applications using ASP.NET, JavaScript, HTML, CSS and other web technologies.
* Support ETL solutions using SQL Server Integration Services (SSIS), SQL Server and other languages/tools.
* Create and maintain architecture diagrams, design diagrams and data flow diagrams using Microsoft Visio or other equivalent tools.
* Work with internal customers to assess business needs and works with a team to find solutions.
* Create and maintain application documentation.
* Analyze and improve the efficiency of various systems and services.
* Help to define, record and execute application disaster recovery plans and procedures.
* Work closely with tier 1 technical support teams and works as part of the tier 2 support team to ensure team is meeting the business' expectations.
* Follow through to ensure each problem is resolved according to the established SLAs.
* Work collaboratively with business users and other application development groups.
* Complete and develop a working application that will be used by App Dev or NWB.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Preferably a Junior or Senior in college. We are looking for undergraduate students, specifically junior and seniors.
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$40k-51k yearly est. 6d ago
Prin Product Manager Client Digital
Compeer Financial 4.1
Lakeville, MN job
Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.
How we support you:
Hybrid model - up to 50% work from home
Flexible schedules including ample flexibility in the summer months
Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
Learning and development programs
Mentorship programs
Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
Professional membership/certification reimbursement and more!
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.
To learn more about Compeer Financial visit************************
Where you will work: This position offers a hybrid work option (up to 50% remote) and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.
The contributions you will make: This position requires a visionary individual contributor who will be responsible for setting the strategic direction and long-term vision for a portfolio of business-to-business digital products. The incumbent conducts advanced market analysis, anticipating industry trends, and defining comprehensive product strategies that align with organizational objectives. Collaborates with senior leadership and cross-functional teams, including engineering, marketing, and sales, to deliver innovative products that lead market segments and drive substantial business growth. Oversees the entire product lifecycle, focusing on strategic impact and thought leadership, while mentoring other product management professionals.
A typical day:
Oversees the strategic development and enhancement of products, ensuring prioritization aligns with long-term business goals and client needs, focused on digital experience of bank and non-bank partners. Partners submit information on behalf of their client/borrowers, track progress of their requests, upload documentation, etc.
Evaluates and define optimal placement and integration of products within the digital ecosystem to maximize functionality and strategic impact.
Leads the planning and execution of significant functional changes to improve user experience, utilizing advanced competitive analysis to guide design decisions.
Develops and steers comprehensive product roadmaps, integrating insights from market research, client feedback, and business imperatives.
Leads collaboration with other associations and advocate for shared needs and alignment with strategic product strategies.
Leads and mentors cross-functional teams spanning development, marketing, sales enablement, and data analytics to ensure cohesive and strategic product execution.
Strategically coordinates with sales teams to understand platform usage in client engagement and refine features to align with sales strategies.
Develops, prioritizes, and tracks strategic business needs or "jobs to be done" (JBTD) across multiple business units to ensure alignment with organizational objectives.
Assesses and communicates the strategic value of each JTBD across client segments, ensuring stakeholders understand the impact and benefits of product initiatives.
Collaborates with data teams to incorporate relevant datasets into platform capabilities for strategic insights.
Develops and implements advanced strategies for data integration from multiple sources, ensuring data quality and relevance.
The skills and experience we prefer you have:
Bachelor's degree in business or computer science or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
Advanced product management experience, with a proven track record in leading strategic initiatives and managing complex product portfolios. Experience in an agriculture and/or financial institution, preferred.
Expert skill managing financial products including mortgages, leases, invoicing, payments, etc.
Expert experience managing large-scale projects and complex product ecosystems.
Expert analytical and strategic thinking and problem solving skills.
Demonstrated ability to influence and drive change across the organization.
Experience with data analysis tools and methodologies, and familiarity with agile development practices.
High learning agility with demonstrated ability to apply past experiences and learnings successfully in new situations.
Demonstrated ability leverage values-based leadership to shape and influence culture; able to lead in a hybrid work environment.
Advanced communication and presentation skills, with the ability to effectively articulate complex concepts to diverse audiences.
#IND100
How we will take care of you:
Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.
Base Pay$115,600-$175,600 USD
Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.
Click here to view federal employment laws applicable for applicants.
$115.6k-175.6k yearly 5d ago
Senior Title Attorney
KLR Executive Search Group LLC 4.2
Boca Raton, FL job
KLR Executive Search Group is conducting an exclusive search for a Lead Title Attorney to join a fast-growing commercial title and escrow organization. The firm was founded by professionals with deep experience in large, complex real estate transactions and is focused on delivering a more responsive, service-driven approach to closings. They handle multi-property and multi-state commercial deals across a range of asset types, and work with developers, private funds, family offices, and individual investors. As the company continues to expand, they're looking for a driven, entrepreneurial attorney who thrives in a fast-paced, client-focused environment. This role will sit on a hybrid, in-office basis out of the firm's Boca Raton, FL office.
Position Overview:
The Lead Title Attorney will serve as the primary legal and operational lead for the Company's title and escrow functions. This role oversees junior title attorneys, escrow officers, and closing personnel, ensuring all real estate transactions are executed with the highest level of client service, while reporting directly to Company Officers and providing updates to support timely, responsive, and client-focused title operations.
Key Responsibilities:
Lead title review and clearance for commercial transactions across multiple asset types and jurisdictions.
Supervise junior title attorneys, title agents, escrow officers, and closing staff; ensure accurate status reporting.
Develop and maintain title workflows, operational processes, and records management systems.
Coordinate accurate and timely fund disbursement and insurer premium payments; serve as Title Agent of Record where designated.
Partner with executive leadership to support growth initiatives and uphold a high-responsiveness, client-focused service culture.
Qualifications:
Active law license
(preferred)
and title agent license (or willingness to obtain); ability to obtain additional state licenses as needed.
Minimum 4 years of commercial title insurance experience handling a variety of transactions, including multi-state and portfolio deals.
Strong knowledge of title, escrow, and closing practices, with demonstrated leadership supervising attorneys and staff.
Highly organized, energetic, and committed to delivering responsive, best-in-class client service.
$81k-130k yearly est. 3d ago
Mortgage Loan Underwriter
Peoples Security Bank & Trust 4.3
Bethlehem, PA job
If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust.
We continue to grow and are always looking for the right people to join our team.
#TeamPSBT
Our Mortgage Loan Underwriters are responsible for performing administrative and underwriting duties to support the mortgage loan function; acquiring intricate knowledge of underwriting and selling guidelines, especially those associated with the secondary market; achieving goals as established in the Bank's business objectives; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for the mortgage loan function; communicating with appropriate personnel; maintaining appropriate records and providing assigned reports.
Essential Duties:
Performs administrative and underwriting duties to support the mortgage loan function of which the following are illustrative:
Assists with pre-qualification underwriting and loan structuring.
Performs of due diligence and underwriting once loans are under application.
Verifies and reviews financial loan documents.
Assesses borrower(s) credit worthiness.
Processes and issues all required disclosures.
Communicates changes in loan terms as necessary.
Prepares recommendations for credit review committee or loan originators.
Reviews loan documents for completeness.
Assembles loan documents in loan file, including acceptance or denial and returns file to origination mortgage loan office.
Notifies all required personnel of disposition of underwriting results.
Performs credit analysis and approves mortgage loans within established lending authority.
Maintains knowledge of FHA, VA, and USDA lending guidelines.
Perform Administrative Compliance Reviews of subject property appraisals for completeness, accuracy, adequacy and validity in accordance with financial institution policy
Maintains intricate knowledge of underwriting and selling guidelines, especially those associated with the secondary market.
Ancillary Duties:
Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Benefits Offered to Peoples Security Bank Employees
**Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals**
Medical Plans
Dental Plan
Vision Plan
Life Insurance
Disability Insurance
401(K) Plan
Paid Time Off
Paid Holidays
Paid Volunteer Time Off
Employee Assistance Program
Banking Classes
Internal Advancement Opportunities
Company Overview
Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day, and we are making strides to continue to grow with our amazing team.
We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities.
PEOPLE | Working together for a common good by engaging our customers and communities.
SERVICE | Consistently deliver a safe, reliable and positive banking experience for our customers.
BETTER | A commitment to excellence in every interaction.
TRUST | Integrity, accountability, guidance, and support form the foundation for every customer engagement.
We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us.
Peoples Security Bank and Trust Company is an Equal Opportunity Employer
Requirements:
Education/Training: Associate degree or equivalent knowledge normally required; specialized bank education/training related to mortgage lending.
Experience: A minimum of 5 years' related experience normally required.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
$46k-57k yearly est. 5d ago
Senior Communications Specialist
Cardworks 4.4
Cardworks job in Woodbury, MN
Join our team - and take the next step in achieving a fulfilling career!
What We Do
At CardWorks, we aim to help people connect with possibility and opportunity using our financial servicing expertise. Building meaningful, long-term relationships with consumers, our employees, and our clients is what matters most.
Who We Are
CardWorks, Inc. is a diversified consumer finance service provider and parent company of CardWorks Servicing, LLC, Merrick Bank and Carson Smithfield, LLC.
CardWorks Servicing, LLC provides end-to end operational servicing functions for credit cards, secured cards, and installment loans. We service consumer and small business loans across the credit spectrum and offers backup servicing and due diligence services to capital providers and trustees.
Merrick Bank is an FDIC-insured Utah Industrial Loan Bank. Merrick operates three main business lines: credit cards, recreational lending, and merchant services.
Carson Smithfield, LLC provides a variety of post-charge-off debt recovery services, including digital self-service, IVR, live agent, and external agency management.
Position Summary:
This challenging role will support the Communications team in executing both internal and external communication initiatives, while monitoring/tracking and reporting analytics on communications campaigns, coordinating events, and ensuring all administrative tasks are completed. This role is ideal for a detail-oriented, proactive, creative, and analytical-thinking individual looking for a unique opportunity to develop expertise across multiple disciplines, while building key stakeholder/client relationships and advancing their corporate communications career.
Essential Functions:
Internal Communications
Assist in drafting, editing, and distributing a variety of different content to support internal communications efforts across various channels and platforms (email, intranet, Teams).
Help manage intranet updates, including posting content, uploading resources and refreshing pages.
Support employee engagement initiatives, including recognition programs and culture campaigns.
Create and maintain internal email templates and graphic assets (PoliteMail, Canva, Adobe Suite).
Build and administer various internal intake forms including RSVPs, surveys, and request forms (MS Forms, Lists, and other apps).
Assist with monitoring, collecting and organizing engagement metrics for communications reporting.
Support maintenance of distribution lists, helping ensure employees are properly segmented for targeted messaging.
External Communications
Support earned and paid media coverage by leveraging platforms like Qwoted to secure earned media coverage and recommending the cost ROI of paid media opportunities across CardWorks and company's wholly-owned subsidiaries
Assist with award submissions and conference opportunities, create and maintain calendar for both, identifying the appropriate partners and participates across the organization to help execute.
Monitor media channels and generate insightful coverage reports.
Assist with outreach to media outlets, podcasts, influencers, and building strategic partnerships to grow brand awareness and paid and earned media placements
Event Planning & Support
Provide logistical support for corporate events such as town halls, appreciation days, and in-office celebrations.
Support Events Manager coordinate venue bookings, catering, support and volunteer staff, vendors, and technology setup for virtual, hybrid, and in-person events.
Assist in creating and distributing event communications (invites, agendas, follow-up summaries).
Administrative Duties
Maintain content calendars, project trackers, and monitor deliverables for internal and external communications projects and initiatives.
Manage team calendars, schedule meetings with key stakeholders, and prepare agendas.
Onboard new vendors and maintain existing vendor relationships and records.
Track invoices and process expense reports as needed.
Organize and maintain communication assets, templates, and archives.
Education and Experience:
Bachelor's degree and four (4) to five (5) plus years of experience in Communications, Public Relations, Marketing, Journalism or related field preferred
Exceptional writing and interpersonal communication skills.
Proficiency with Microsoft365 applications (Word, Excel, PowerPoint) and collaboration tools (Teams, SharePoint).
Experience with media relations and basic design concepts and tools/applications (Canva, Adobe Suite) is preferred
Summary of Qualifications:
Ability to manage multiple tasks and meet tight deadlines in a fast-paced environment.
Ability to work both independently and as a collaborative team player, and appropriately with stakeholders from various levels and areas of an organization (internally and externally).
Detail-oriented with strong time management, critical thinking, organizational, and analytical skills along with excellent interpersonal skills.
Interest in corporate events and employee engagement programs.
Proficient public speaking abilities.
Solid command of writing essentials for the business environment.
Ability to translate complex messages and concepts into digestible, broad-reaching communications.
Content writing experience with an understanding of various communications channels and platforms and the ability to create appropriate content.
Ability to gather, analyze, and report out data and metrics as a valuable story.
Strong problem solving, critical thinking, and judgement skills.
Effective planning, organizational, and time management skills.
Creative mind-set with a strategic vision.
Detail-oriented with an eye for accuracy, consistency, and adherence to brand standards.
Ability to work under pressure and meet tight deadlines.
The salary range for this position, if located in NY Metro/NY State is $85,000 to $105,000. However, please note that the salary range will vary for other geographic areas.
#INDHP
Our Employee Value Proposition
Competitive Pay, including a Bonus Target or Variable Pay Incentive Program
Benefits Package -Medical, Dental, and Vision (plus much more)
401(k) Plan with Company Match
Short- & Long-Term Disability
Wellness Programs
Group Life and AD&D Insurance
Paid Vacation, Sick Days and bank Holidays
Employee Engagement Activities including Employee Appreciation Day, DEI Employee Resource Groups, Corporate Social Responsibility, Service Recognition
We offer a total rewards package
comprised
of a competitive base rate of pay, variable pay incentive programs based on the role, and a comprehensive benefit suite.
Offered rates of pay
are
determined
based on job-related knowledge, relevant experience, skills, certifications, and geographic location.
We are an equal opportunity employer, and we evaluate qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran
status
or any other legally protected characteristic. We will conduct a thorough background check for all hires in compliance with applicable
.
$85k-105k yearly Auto-Apply 3d ago
PT Teller - St. Paul, MN
Affinity Plus Federal Credit Union 4.1
Saint Paul, MN job
At Affinity Plus every employee understands how their work affects our members experience and we strive to provide an experience that can't be found anywhere else. Great service starts with great employees and that is why we focus on providing not only the best place our members will ever bank but the best place our employees will ever work. Between our one of a kind culture, incredible benefits, and work/life balance; we believe you will feel the Affinity Plus difference.
Position Overview:
A Member Advisor interacts with our members through the lobby, drive thru and phone channels. In this role, a Member Advisor will assist members with every day transactions including deposits, cashing checks, transfers, etc... In addition this role will provide card support and assist members with Online Banking, all the while working to build strong and trusting relationships with our members.
Duties and Responsibilities:
Assist members with accurately and efficiently processing transactions, such as deposits, withdrawals, payments, or cashier's checks
Provide education to our members on self-serve options
Verify endorsements and proper identification on deposit transactions
Execute wire or ACH transferring of funds
Instant issue debit, credit, and gift cards
Troubleshoot credit or debit card issues, online banking questions, or other general account related questions and issues
Balance and maintain personal cash drawer and branch vault, and appropriate currency logs if applicable
Other duties as assigned
Qualification and Skills:
1+ years of customer service or professional experience working with people and/or cash handling experience required
Aptitude to work independently as well as part of a team and ability to collaborate with others
Strong verbal and written communication skills
Time Management skills and the ability to prioritize workload based on department and member needs
Flexibility to adapt and succeed in a dynamic environment
Ability and drive to provide exceptional service to members and employees
Intermediate computer skills and the ability to navigate between multiple systems with ease
Workplace Environment:
Requires face-to-face interaction and coordination of work with other employees, and in-person interaction
Sitting 90-95% and standing 5-10% which is determined on your rotation within the branch
Working at a computer 98% of the day, utilizing the phone 40-60%
Bending, twisting, kneeling, stooping, or crouching when appropriate, on occasion
Repetitive movements, including but not limited to typing, using a mouse, phones, etc.
Lift, carry, push or pull up to approximately 50 pounds
Requires face-to-face interaction and/or coordination of work with other employees and departments, and in-person interaction
Required Work Schedule:
PT 20-25 hours/week with shift times falling between 7am-7pm Monday-Friday and 7am-3pm on Saturday. Consistent and reliable attendance is a required essential function of this role to meet the needs of the department/team and organization.
This position will be based at our Lafayette St. Paul, MN branch.
Compensation:
This position has a starting pay range of $17.05 - $20.41 per hour.
In alignment with our commitment to pay transparency, we are providing a good-faith estimate of the pay range for this position. This range reflects what we anticipate offering a successful candidate based on factors such as the role's responsibilities, required qualifications, and relevant experience. The actual pay may vary depending on the selected candidate's skills, experience, and other qualifications.
Total Rewards:
Affinity Plus offers a comprehensive Total Rewards package that goes beyond base pay. In partnership with the State of MN Employer Group, Affinity Plus provides low-cost medical, dental and vision insurance coverage options. Additionally, Affinity Plus frontloads all sick time hours and a portion of vacation hours for all new employees, offers a variety of paid leave options, a monthly wellness benefit, and immediate 401K matching up to 5%. Our Total Rewards philosophy is designed to support your well-being and growth while fostering a fair and inclusive workplace.
Disclaimer
Applicants may be subject to a background and credit check. Employees in this position must be able to satisfactorily perform the essential functions of the position. If requested, Affinity Plus Federal Credit Union will make every effort to provide reasonable accommodations to enable employees with disabilities to perform the position's essential job duties. As markets change and the Organization grows, job descriptions may change over time as requirements and employee skill levels evolve. With this understanding, Affinity Plus Federal Credit Union retains the right to change or assign other duties to this Member Advisor position.
Application Deadline
Affinity Plus Federal Credit Union accepts applications on a rolling basis.
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.
$17.1-20.4 hourly 2d ago
Snowflake Architect
Cardworks 4.4
Cardworks job in Woodbury, MN
Join our team - and take the next step in achieving a fulfilling career!
What We Do
At CardWorks, we aim to help people connect with possibility and opportunity using our financial servicing expertise. Building meaningful, long-term relationships with consumers, our employees, and our clients is what matters most.
Who We Are
CardWorks, Inc. is a diversified consumer finance service provider and parent company of CardWorks Servicing, LLC, Merrick Bank and Carson Smithfield, LLC.
CardWorks Servicing, LLC provides end-to end operational servicing functions for credit cards, secured cards, and installment loans. We service consumer and small business loans across the credit spectrum and offers backup servicing and due diligence services to capital providers and trustees.
Merrick Bank is an FDIC-insured Utah Industrial Loan Bank. Merrick operates three main business lines: credit cards, recreational lending, and merchant services.
Carson Smithfield, LLC provides a variety of post-charge-off debt recovery services, including digital self-service, IVR, live agent, and external agency management.
Position Summary:
Snowflake Architect/Administrator who will be responsible for planning, designing, developing, and maintenance of the Snowflake environment including data architecture, data models and standards for various Data Integration Data Warehouse projects in Snowflake. Develop and maintain documentation of the data architecture, data flow and data models of the data warehouse. Provide direction on adoption of Cloud technologies (Snowflake) and industry best practices in the field of data warehouse architecture and modelling. This role requires a broad range of skills and the ability to step into different roles depending on the size and scope of the project.
Essential Functions:
Contributes to the data strategy and its execution for the department, such as developing right architecture and enablement of Cloud Data Platform, PCI data tokenization & Detokenization capabilities.
Design, develop and manage multiple snowflake accounts & environments to be able to support multi legal entity business structures, complex technical projects and create high-level design and architecture of the solution, and infrastructure diagrams.
Look out for newer and/or enhancements to existing features & capabilities in snowflake space, perform value-vs risk-based assessment, bring them into the company, incorporate into company's systems and processes, and drive adoption.
Establish Snowflake best practices for managing load operations and performance.
Establish standards, dashboards and monitor snowflake accounts for user activities, credits consumptions, warehouses utilization, workloads etc.
Provide resolution to an extensive range of complicated data pipeline related problems, proactively and as issues surface.
Review the architectural/ technological solutions for ongoing projects and ensure the right choice of solution(s) is implemented.
Work closely with business teams to understand their business, capture requirements, identify pain areas, propose an ideal solution, and implement.
Gather end user requirements, convert them into technical requirements and documentation.
Manages snowflake data accessibility within CardWorks organization.
Acts as a technical, strong, and eloquent product advocate for snowflake and our Cloud-based Data Management Platform
Educates the customers in, and fosters an awareness of, the capabilities of the product portfolio to stakeholders across the enterprise.
Works with Product Sponsors and Stakeholders to identify opportunities to expand or improve analytic information available.
Adherence to legal and company standards
Actively participates in D&A estimating and prioritization sessions.
Helps to drive product capabilities and strategy.
Performs other duties as assigned.
Education and Experience:
Bachelor's degree in computer science, Information Technology, Business, Analytics, or relevant field is required.
Must have at least 5+ years of experience working as a Snowflake Data Architect and 10+ years of experience in Data Warehouse, ETL, and BI projects area.
Experience in Requirements Collection, Documentation, Design, Development and Deployment of data processes is required.
Prior Experience in Financial/Banking domain, credit card experience will be an added advantage.
Summary of Qualifications:
Must have prior experience in end-to-end implementation of multi account Snowflake architecture, including deployment model.
Data governance expertise in snowflake, including column-level data security, and dynamic data masking features.
Expertise in design and development of secure access to objects in Snowflake with Role-Based Access Control (RBAC), including data access and functional roles.
Expertise in deploying Snowflake features such as data sharing, zero copy cloning, streamlit, Snowpark, Stored procedures, materialized views etc.
Expertise in recovery methods and agile development with Time Travel & Cloning.
Experience in establishing CICD pipeline automation to deploy and manage snowflake code/objects using GitHub, Schema Change etc.
Experience is setting up monitoring of snowflake accounts, including user activities, credits consumption, warehouses utilization, workloads etc.
Experience in handling semi-structured data (JSON, XML), columnar PARQUET using the VARIANT attribute in Snowflake.
Experience in re-clustering of the data in Snowflake with good understanding of micro-Partitions.
Experience in Data Migration from on premise RDBMS to Snowflake cloud data warehouse.
Deep understanding of relational as well as NoSQL data stores, methods, and approaches (star and snowflake, dimensional modelling).
Experience with AWS data storage and management technologies such as S3, EC2, Lambda, Redshift, RDS.
Certified Snowflake Architect (Desirable).
Should be able to troubleshoot problems across infrastructure, platform, and applications.
Must have experience of Agile development methodologies.
Strong verbal and written communication skills.
Work Environment/Physical Demands:
Work in an office environment, sustained posture in a seated position for prolonged periods of time; works with computer equipment for prolonged periods of time.
Some stress may occur.
Some travel may be required
On-Call weekend support on rotation basis
This position reports to an assigned manager and typically works as individual contributor.
Minimal rotating weekend and holiday support is required.
The salary range for this position, if located in NY Metro/NY State is $129,000 to $143,000. However, please note that the salary range will vary for other geographic areas.
#INDHP
Our Employee Value Proposition
Competitive Pay, including a Bonus Target or Variable Pay Incentive Program
Benefits Package -Medical, Dental, and Vision (plus much more)
401(k) Plan with Company Match
Short- & Long-Term Disability
Wellness Programs
Group Life and AD&D Insurance
Paid Vacation, Sick Days and bank Holidays
Employee Engagement Activities including Employee Appreciation Day, DEI Employee Resource Groups, Corporate Social Responsibility, Service Recognition
We offer a total rewards package
comprised
of a competitive base rate of pay, variable pay incentive programs based on the role, and a comprehensive benefit suite.
Offered rates of pay
are
determined
based on job-related knowledge, relevant experience, skills, certifications, and geographic location.
We are an equal opportunity employer, and we evaluate qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran
status
or any other legally protected characteristic. We will conduct a thorough background check for all hires in compliance with applicable
.
$129k-143k yearly Auto-Apply 40d ago
Senior Credit Analyst - Syndicated
Intercredit Bank N.A 3.2
Miami, FL job
This position will be embedded within the Syndications team, providing credit expertise to support the origination, distribution and management of syndicated loan transactions in the USA. The role and will be responsible for analyzing and evaluating primary and secondary loan opportunities, preparing thorough credit assessments, and ensuring that transactions align with the bank's appetite and policies. This position requires strong analytical capabilities, market knowledge of syndicated loan is a plus, and the ability to coordinate closely with internal stakeholders and Credit Department Managers.
Compliance with OFAC Regulations is the responsibility of ALL employees of the Bank. Employee is expected to be familiar with and have knowledge of the requirements of OFAC Regulations.
DUTIES & RESPONSABILITIES:
• Prepares credit analysis report for use by lending officers and the Bank's respective Credit Committees for their consideration to approve or deny credit facilities for corporate and institutional USA borrowers. In order to accomplish this function, the analyst:
o Verifies that the required audit level for financial information submitted by the borrowers conforms to Bank's policy.
o o Analyzes financial ratios derived from the spreading of the financial information.
o Reviews the comparative spreads of borrower's and peer group's ratios and draws appropriate conclusions.
o Runs and analyzes appropriate credit reference reports such Standard & Poors, Moody's, and Fitcho
o Requests and reviews credit references from other available informational sources.
o Prepares credit analyses reports by presenting facts, and offers reasoned opinions in respect to the credit condition of the borrower being reviewed.
All of this work is conducted in a largely independent manner, with only occasional consultation and review by the Credit Department Manager.
• Prepares industry study reports on the industries in which the Bank extends credit. Reviews the Bank's portfolio position in each industry being analyzed and assesses the overall risk position being incurred.
• Provides clear assessment as to whether a proposed or existing loan is within established credit policy guidelines.
• Maintains extensive communication with Lending Officers, and Credit Department Managers providing assistance on the preparation of new loans and renewals.
• Assists the Credit Managers and Chief Credit Officer in training and supervising more junior credit analysts by showing them how to spread and analyze financial statements, prepare peer group comparisons, calculate and utilize financial ratios, understand and utilize cash flows, and evaluate all of the non-numerical aspects of evaluating credit risk.
• Provides necessary support to Credit Managers, Credit Portfolio Managers, and Chief Credit Officer.
DESIRABLE EXPERIENCE AND SKILLS:
• Requires a Bachelor's degree, preferably with a business, finance major or related field. An advanced degree in business, finance, or economics is desirable.
• A minimum of three - four years previous credit training and experience is required, preferably within syndicated loans, or corporate banking .
• Requires strong knowledge and experience with word processing and spreadsheet software such as Microsoft Word and Excel. A high level of accuracy is important.
• Work typically involves reading, large amounts of writing, and substantial arithmetical calculations. Requires the ability to conduct research, strong conceptual and analytical skills, and the ability to write and speak effectively.
Strong time management and organizational skills, with the ability to prioritize and manage multiple transactions.
• Fluency in both spoken and written Spanish is highly desirable.
Work is typically sedentary and requires the ability to work using computer equipment for up to 95 percent of the workday.
BSA COMPLIANCE
I understand and acknowledge that, in addition to the duties outlined in this job description, I am also responsible for ensuring that my duties are performed in full compliance with all of the bank's Bank Secrecy Act, Anti-Money Laundering, and OFAC policies and procedures as well as related Federal Laws and Regulations. Furthermore, I understand that I must create and foster a culture of BSA, AML, and OFAC Compliance within the institution. Lastly, I agree to address any and all questions I may have about the Bank's BSA/AML/OFAC Program to the Bank's BSA Department.
PHYSICAL DEMANDS
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.
While performing the duties of this job, the employee is regularly required to use hands to fingers, handle, or feel and talk or hear. The employee frequently is required to stand, walk, sit, and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIROMENT
The work environment characteristics described here are representative of those employees' encounters with performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock. The noise level in the work environment is usually moderate.
Intercredit Bank is an equal opportunity employer.
$75k-108k yearly est. 5d ago
Commercial Loan Closer
Peoples Security Bank & Trust 4.3
Moosic, PA job
If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust.
We continue to grow and are always looking for the right people to join our team.
#TeamPSBT
Our Commercial Loan Closers are responsible for performing a variety of duties to support the loan documentation and loan processing function for commercial/small business, residential, and consumer loan transactions; coordinating work within the department, as well as with other departments; and responding to inquiries or requests for information. This position will be located in either our Bethlehem, PA location or in our Moosic, PA location.
Essential Duties:
Performs a variety of duties to support the loan documentation and loan processing function as follows:
Verifies all loan information pertaining to small business and commercial lending in preparation for final loan documentation for closing.
Verifies loan approvals to loan policies.
Reviews loan applications to verify that application data is complete and meets establishment standards, including full execution by all parties and Bank.
Reviews document preparation folders for completeness and accuracy
Informs Lenders and administrative support of missing information, documentation and discrepancies.
Verifies loan to values as appropriate to the transaction at hand and for reporting accuracy.
Completes and/or follows up on any additional records with regard to the processed loans
Prepares and reviews commercial modification documentation as needed including calculation of adjusted payments.
Obtains additional needed information through a variety of methods in order to ensure that the proper preliminary documentation has been obtained prior to the preparation of final loan documentation, i.e. articles of incorporation, business agreements, certificate of good standing, appraisals, automated underwriting findings, investment account statements, etc.
Performs review of attorney-prepared loan documentation for accuracy and informs Lenders of necessary changes, as needed.
Performs secondary review of loan documentation of other loan closers prior to distribution of loan documents including review of attorney-prepared loan documentation.
Generates and distributes loan documentation for closings to Lenders and administrative support; reviews HUD Settlements statements and verifies accuracy and funds to close.
Reviews executed loan documentation to ensure that the proper signatures have been obtained after closing including loans where documentation has been prepared by outside counsel; ensures all the proper documents are included in the final loan files and completes the organization of the permanent loan documentation file.
Provides support to post-closing loan processor, when necessary, with regards to tracking and preparation of the loan file for imaging and filing
Processes withdrawn, approved not accepted and declined commercial loans as needed for HMDA reporting purposes including generating Adverse Action Notice for loans declined due to poor credit history
Ancillary Duties:
Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Benefits Offered to Peoples Security Bank Employees
**Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals**
Medical Plans
Dental Plan
Vision Plan
Life Insurance
Disability Insurance
401(K) Plan
Paid Time Off
Paid Holidays
Paid Volunteer Time Off
Employee Assistance Program
Banking Classes
Internal Advancement Opportunities
Company Overview
Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team.
We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities.
PEOPLE | Working together for a common good by engaging our customers and communities.
SERVICE | Consistently deliver a safe, reliable and positive banking experience for our customers.
BETTER | A commitment to excellence in every interaction.
TRUST | Integrity, accountability, guidance, and support form the foundation for every customer engagement.
We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us.
Peoples Security Bank and Trust Company is an Equal Opportunity Employer
Requirements:
Education/Training: A high school diploma or equivalent required.
Skill(s): Must demonstrate strong communication skills; moderate interpersonal relations skills; proficient PC skills, including Microsoft Word and Excel; working knowledge of loan documentation and requirements for completion. Knowledge of documentation software (LaserPro) a plus.
Experience: A minimum of 2 years' experience in a related position normally required.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
$34k-38k yearly est. 5d ago
Process Improvement Analyst II/III (Security)
Navy Federal Credit Union 4.7
Pensacola, FL job
Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Analyze, determine, coordinate, and implement continuous process improvements (CPI) to achieve end-to-end business optimization of complex business processes and systems. Research internal processes and capabilities to improve Return on Investment (ROI), enhance the effectiveness of the business and/or services and react effectively to business needs with considerable latitude for discretion. Provide guidance and advice to management on the most efficient use of resources to obtain positive and measurable results. Perform complex process improvement functions under minimal supervision. Lead complex/difficult tasks with advanced analysis and considerable impact, latitude, and scope.
Responsibilities
Utilize business process reengineering (BPR) techniques, model business processes, and conduct data analysis to examine end-to-end business processes to improve efficiency and operations
Provide follow-up to monitor the progress of planned improvement implementation to assure timely action, support and achieved expected benefits
Collaborate with functional areas to develop and maintain performance metrics, measurements, methods and targets
Obtain and analyze quantitative and qualitative data of business processes to determine solutions and promote data driven decisions
Research and evaluate opportunities related to process flow variance deficiencies
Develop and implement processes and procedures to ensure correct recording of actual labor times
Coordinate with related departments and functions to assure appropriate information flow and understanding of overall process improvement direction
Analyze processes and workflows to understand value chain, input/output, to improve and/or automate business performance
Leverage best practices gained through process improvement activities to other activities which would benefit from implementation
Anticipate internal and/or external business challenges including regulatory; recommend process, product or service enhancements
Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output Provide guidance and advice to management on the most effective and efficient use of resources to obtain measurable process improvements
Ensure the implementation of new and enhanced processes
Ensure business unit awareness of Navy Federal products, services, marketing, promotions, policies and procedures
Identify and assess business strategies and opportunities; develop appropriate analytical approaches
Full life-cycle project management
Establish and lead project teams
Develop project plan/scope/schedule/cost/communications
Procure and/or manage resources/timelines/deadlines/quality
Risk, Issue and Change management
Ensure successful project implementation
Ensure and/or collaborate with internal business partners to facilitate the design and acquisition of analytical tools required for the architectural design of technical internal solutions to monitor/assess the effectiveness of controls
Monitor key performance indicators, determine gaps in performance metrics, and recommend/execute change management techniques for efficiency/quality improvements
Perform other duties as assigned
Qualifications
Advanced knowledge of process mapping/modeling and business process reengineering
Significant experience in leading teams in business process improvement initiatives
Significant experience in the application of statistical methods, mathematical techniques, forecasting, cost-benefit analysis and related analytical tools
Advanced knowledge of market trends, business strategies and technology and their interrelationships
Significant experience in working effectively with diverse internal and external contacts
Lean Six Sigma certification (L6-S) or the equivalent combination of training, education, and experience
Certified Business Process Professional (CBPP) or the equivalent combination of training, education, and experience
Certified Business Process Improvement/Reengineering Practitioner (CBPR) or the equivalent combination of training, education, and experience
Advanced skill in project management to include establishing and leading project teams; managing timelines/deadlines/resources; ensuring successful project implementation
Advanced skill communicating with all levels within an organization
Advanced skill exercising initiative and using good judgment to make sound decisions
Advanced research, analytical, and problem solving skills
Advanced skill in the analysis of technical issues in order to recommend, develop and/or implement strategies and achieve objectives
Advanced analytical thinking skills to include summarizing information and clearly identifying key elements, patterns, results or relationships
Advanced analytical/quantitative, reconciliation and deductive reasoning skills
Advanced verbal and written communication skills
Bachelor's Degree in Business Administration, Finance, or the equivalent combination of training, education, and experience
Desired Qualification(s)
Lean Six Sigma or the equivalent combination of training, education, and experience
Hours: Monday - Friday, 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
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. 2025
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Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
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CardWorks, Inc. may also be known as or be related to CardWorks, CardWorks Inc and CardWorks, Inc.