Chubb is currently seeking an Investigator for our Global Fraud Investigation Unit! The successful applicant will be responsible for domestic and international investigations of alleged fraud matters involving employees, agents, and third-party providers; designing and executing data analysis to identify potential fraud; and identifying and assessing the risk of current fraud trends. Fluency in Spanish is required.
The ideal candidate will sit in our Whitehouse Station, NJ or Philadelphia, PA offices. Other Chubb locations may be considered.
Responsibilities
Plan, conduct or manage cross-organization teams (as necessary), and document investigations of alleged misconduct.
Research and analyze data from numerous sources including internal systems, public records and social media.
Conduct internal and external investigations in partnership with Human Resources, Employee Relations, Legal and Compliance and Line of Business Management.
Prepare investigative reports and present results of investigations to all levels of management and line of business stakeholders with an aim towards remediation and process improvement.
Perform country and regional level assessment of fraud risks to enable development of proactive fraud detection tools.
Partner with the Internal Audit, Compliance, and Digital and IT teams to enhance proactive fraud detection and prevention capabilities using available data as allowed by local regulations.
Participate in efforts for delivering fraud awareness training to employees across Chubb.
A minimum of 5 years of relevant investigative and/or audit experience is required.
Experience in Insurance industry.
Degree (BS or equivalent) preferably in Accounting/Finance.
Fluency in Spanish
Professional designation, such as, CPA or equivalent, CFE, and/or CIA is strongly preferred.
Proficient experience in Microsoft Office Excel, ACL and/or other data analysis tools. Knowledge of machine learning technology capabilities.
Strong investigative skills including interviewing techniques.
Knowledge of auditing and investigative standards.
The pay range for the role is $69,000-$117,400. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
$69k-117.4k yearly Auto-Apply 52d ago
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Junior Workplace Program Manager, Real Estate
Chubb 4.3
Chubb job in Philadelphia, PA
KEY OBJECTIVE The Junior Workplace Program Manager (JPgM) will support the delivery of construction and capital improvement projects across North America, working closely with senior team members and third-party providers. This role is designed for a motivated individual with 3-5 years of experience who is eager to grow their career in corporate real estate. The JPgM will be a part of and assist the Workplace Program Management team in managing project timelines, budgets, vendor relationships, and stakeholder communication while learning and applying workplace strategy and project management best practices.
MAJOR DUTIES & RESPONSIBILITIES
Project Support: Assist in the planning, coordination, and execution of real estate projects, including office fit-outs, renovations, and capital improvements.
Workplace Strategy: Collaborate with senior team members to provide project-specific workplace strategy for real estate approvals.
Vendor Coordination: Support the management of relationships with key vendors, including architects, engineers, furniture suppliers, and contractors, ensuring quality and cost control.
Budgeting & Reporting: Assist in creating and tracking project budgets, reviewing proposals, and processing invoices to ensure alignment with scope and cost expectations.
Compliance: Ensure projects adhere to company workplace standards and architectural guidelines, escalating exceptions for approval as needed.
Documentation: Help maintain project documentation, including as-built drawings, material archives, and close-out reports.
Stakeholder Communication: Build relationships with internal stakeholders, including Regional Directors and business unit clients, to ensure alignment on project goals and deliverables.
Process Improvement: Contribute ideas to improve project delivery processes and workplace standards.
Presentations: Prepare and deliver presentations, both virtually and in-person, on design concepts, workplace strategy, and change management to key stakeholders, including senior and site leadership.
Learning & Development: Participate in training opportunities to develop expertise in workplace strategy, project management tools, and corporate real estate processes.
Bachelor's degree in Interior Design, Architecture, Engineering, Construction Project Management, or a related field.
3-5 years of experience in project coordination or management within real estate, construction, or a related industry.
Familiarity with AutoCAD required, project management tools (e.g., MS Project, Procore, CAFM) are a plus.
Organized with attention to detail and the ability to manage multiple tasks simultaneously.
Proficiency in Microsoft Office Suite (PowerPoint, Word, Excel).
Excellent interpersonal and communication skills, with the ability to collaborate effectively with colleagues and vendors.
Comfortable presenting to small and large groups of stakeholders, both virtually and in-person, with confidence and clarity.
A proactive mindset with a willingness to learn and take ownership of assigned tasks.
Basic understanding of budgeting and cost management principles.
Ability to travel occasionally to project sites for site walks, quality and cost control, and internal stakeholder project meetings.
Enthusiasm for building a career in corporate real estate and workplace strategy.
We are looking for a strong Analyst/Associate to join our New York or West Conshohocken based Investment Support team. The role is a Middle Office role sitting within the Portfolio Solutions Group (PSG) Investment Team. The PSG is a Multi-Assets investment management team which offers custom and risk aware multi-asset solutions for institutional and high net worth clients. The team is part of the broader Global Solution and Multi-Asset universe under MSIM. The Investment team manages $34Bn in assets and has team members in New York, London, Hong Kong, Singapore, India and West Conshohocken.
About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. We can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
About Morgan Stanley Investment Management
Morgan Stanley Investment Management (MSIM), together with its investment advisory affiliates, has $1.4 Trillion in assets under management or supervision as of September 2023. Morgan Stanley Investment Management strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.
Key Responsibilities
PSGMO Investment Team Support Analyst/Associate is responsible for the following -
Work with portfolio managers/investment team to support trades order generation, which include trading of mutual funds, equities, equity index futures, fixed income securities, fixed income derivatives , FX forwards and private placement funds
Experience with investments operations (trade lifecycle from front to back including counterparties, custodian, fund admin, transfer agent).
Overall investment performance and attribution knowledge to understand the composition of investments characteristics and trouble shoot issues as they arise.
Complete investment subscription and redemption documents accurately and efficiently.
Support new business on-boarding or termination - this includes liaising with different groups including legal, Document management, AML requests, fund questions regarding underlying client.
Enter trades via multiple trades order management systems for public and private investments.
Review daily cash flows into funds and implement trades to bring exposures in line.
Work with other members of the Middle Office team to process various subscriptions and redemptions as requested by the investment team.
Monitor daily portfolio cash availability for investment management and assist with troubleshoot with various groups within portfolio services teams across MSIM or external custodians.
Help review client IMAs to ensure the investment guidelines are correctly coded in the trading and compliance systems.
Collaborate with other Middle Office team members, Operations Team Members, GMA, and other teams on timely communications, and working on timely executions of the trade requests, support queries and resolve issues as they arise.
Ensure that applicable policy and desktop procedures are updated regularly, implemented effectively, and reflect best practices standards.
Opportunity to work on special projects in support of senior manager of PSGMO team.
Business management responsibilities in support of senior manager of PSGMO
Experience and Skills:
In depth knowledge of the global investment management industry.
Understanding of multi-assets (mutual funds, private equity funds, hedge funds, equities, fixed income securities, derivatives in futures, fixed income derivatives and FX forwards) preferred.
The ability to work independently with minimal supervision and flexibility to contribute during peak trading time.
Strong communication skills, being able to interface effectively with bright quantitative colleagues as well as non-technical audiences.
Possess attention to detail within the larger context of a complex investment ecosystem.
Qualifications / Technical Expertise:
Business majors in Finance, Accounting or Business management
3+ years of Finance industry experiences
Knowledge of investments attributes of alternatives (i.e., hedge & private equity funds) and public assets (equities, fixed income & derivative) is a plus Demonstrate ability to work effectively in a team-oriented environment Attention to detail to ensure quality, completeness, and accuracy of work
Ability to communicate well, both orally and in writing.
Self-motivated with strong organizational skills with the ability to learn quickly with minimal supervision
Ability to learn various operating / trading systems
High aptitude of solution base mindset, ability problem solves with existing operating framework and future state of target operating model
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $90,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$90k-120k yearly Auto-Apply 60d+ ago
Catastrophe Research Scientist
Chubb 4.3
Chubb job in Philadelphia, PA
The Chubb Science Center (CSC) is a multi-disciplinary group within the Enterprise Risk Management function tasked with bringing state-of-the-art science to catastrophe underwriting and aggregation management. The CSC focuses on developing Chubb's view of risk for both modeled and non-modeled catastrophe perils globally, including integrating climate change research. Roles within the CSC provide an excellent opportunity to apply a scientific understanding of natural hazards to catastrophe solutions and their use in underwriting, pricing, and aggregation management.
Chubb is seeking a Catastrophe Research Scientist to join the CSC. The interested individual will join a dynamic team composed of people with diverse backgrounds. This position will be responsible for supporting catastrophe research and risk management initiatives. We are seeking an analytical individual with strong research experience in natural catastrophe and climate risk assessment. As part of the CSC, you will play an integral role in delivering risk management solutions to various internal stakeholders.
Responsibilities include:
Perform in-depth validation of various climate peril models from RMS
Perform weather peril research in the context of current and future climate states. Provide support for climate related external disclosures
Help create the Chubb view-of-risk by conducting independent research and integrating findings into the catastrophe modeling framework
Support corporate catastrophe event response activities by providing near real-time actionable insights to the business
Investigate, evaluate, and advise on model changes and new risk assessment tools
Conduct research on a wide range of natural hazard topics to develop risk management strategies
Communicate and present model validation and change management results to business units and other stakeholders
We are seeking an analytical and technically-minded individual. Ideal candidates for the role will have the following educational background and technical skills:
Ph.D./Masters degree in meteorology, engineering, statistics, and natural or climate science
Advanced knowledge of probability and statistics
0-3 years of experience in the validation or development of natural catastrophe risk assessment tools
Strong computer skills including advanced knowledge of R or Python, Excel and SQL is required
Familiarity with geospatial tools such as ArcGIS and QGIS
Excellent analytical, communication and organization skills
$82k-114k yearly est. Auto-Apply 60d+ ago
Head of Global Corporate Insurance
The Vanguard Group 4.6
Malvern, PA job
Lead Vanguard's Global Corporate Insurance function, serving as the enterprise subject matter expert for insurance across all subsidiaries and jurisdictions. Responsible for managing, implementing and renewing insurance programs for insurable risks and communicating and coordinating such programs with internal stakeholders. Responsible for selecting and managing external insurance vendors, specifically brokers and insurers.
Responsibilities
Drive Strategy: Develop and direct short- and long-term risk management initiatives aligned with business size, scale, and maturity, while delivering operational efficiencies.
Influence & Educate: Persuade and guide stakeholders across the organization, fostering collaboration in a highly matrixed environment.
Innovate Solutions: Solve complex problems with creative thinking and strong controls, providing expert consultation on risk and insurance matters.
Claims Oversight: Maximize recoveries through effective claims management and coordination with internal and external partners.
Vendor Management: Responsible for the management of - and relationship with - insurance brokers and insurer partners to ensure optimal program performance.
Compliance & Reporting: Oversee delivery of all insurance disclosures for internal and external audiences.
Leadership: Hire, develop, and lead a high-performing team, setting clear performance standards and driving professional growth.
Special Projects: Contribute to enterprise initiatives and other duties as assigned.
Qualifications
Minimum of ten years related work experience, with at least five years proven expertise in corporate insurance and risk management at a global scale. Supervisory experience preferred.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Strong leadership and influencing skills in a collaborative, partner-driven environment.
Ability to navigate complexity with strategic thinking and operational discipline.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$93k-211k yearly est. Auto-Apply 14d ago
In-House Corporate Tax Counsel
Chubb 4.3
Chubb job in Philadelphia, PA
Position Overview: We are seeking to hire a highly-skilled and experienced tax professional with a strong background in corporate taxation and the ability to quickly become a key member of Chubb's global tax team. Someone in this position will be analyzing and interpreting complex tax laws and regulations pertaining to Chubb's insurance and non-insurance businesses, reviewing documents pertaining to aspects of our global business including those related to business development, contracting, etc. Importantly this position provides advice and supports others providing guidance to our internal business partners. The position requires a team player who is technical, organized, and responsive and can handle multiple projects while producing accurate and timely results.
Please note: We prefer this person to be located on the East Coast (Philadelphia, Whitehouse Station, Jersey City, New York City). However, we're open to this person being anywhere in the United States.
Key Responsibilities:
Provide expert legal advice and guidance on corporate tax matters, including federal, state, and international tax law
Conduct thorough reviews of transactions, contracts, and business structures to identify tax implications and mitigate potential risks
Assist in the development and implementation of tax planning that align with the company's goals to pay the right tax at the right time
Collaborate with legal, finance, treasury, and accounting teams to ensure compliance with tax laws and regulations
Stay abreast of changes in tax legislation and policy developments that may impact the organization
Advise on tax audits and dispute resolution with taxing authorities, as requested
Provide training and support to internal teams on tax matters and best practices
Collaborate with external advisors and consultants as needed to address complex tax issues
Juris Doctor (JD) degree from an accredited law school
Bachelor's degree in finance or accounting preferred
Admission to the bar in home state
Minimum of 10 years of experience in corporate tax law, preferably in a corporate legal department or large law firm
Strong understanding of federal, state, and international tax laws and regulations
Desired Skills:
Excellent analytical and problem-solving skills with the ability to navigate complex tax issues
Strong communication skills, both written and verbal, with the ability to convey complex legal concepts to non-tax experts
Insurance tax experience is a plus but not a requirement
Ability to work independently and collaboratively in a fast-paced environment
The pay range for the role is $151,000 to $257,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
$151k-257k yearly Auto-Apply 60d+ ago
Head of Advisor Experience Research
The Vanguard Group 4.6
Malvern, PA job
Champion the advisor voice and key user needs to transform and grow digital engagement
We're seeking a strategic and emphatic leader to guide our advisor experience research function. You will join a high-performing Digital & Analytics (D&A) department within Vanguard's Financial Advisor Services (FAS) division, and collaborate closely with UX, Digital Product Management, Data Science, and Sales. In this high-impact role, you will be the voice of the customer, championing the needs of FAS' advisor clients as well as our own internal Sales Executives and Offer Specialists. As D&A pursues FAS' 2030 priorities, you will be a key player in helping teams support integrated and personalized journeys across Sales and Digital, articulating how artificial intelligence changes the way our users interact with investment data, end-client insights, and analysis tools, and unlocking net new ways of reaching clients where they are.
In this role you will:
Manage a talented, established team of researchers, ranging from junior to senior levels
Act as a strategic partner to UX and Digital Product, ensuring user-centric insights are a key factor that shape and inform product roadmaps
Manage a dedicated research budget and oversee the optimization of 3rd party partnerships that enable the team to effectively field studies
Lead innovation in research methods by leveraging new technologies like artificial intelligence to inform decision-making
Key Responsibilities
Team Leadership & Development
Foster a culture of curiosity, rigor, and impact
Manage resource allocation across strategic initiatives
Deeply understand each researcher's aligned area of the business
Upskill researchers to excel in a changing technological and business environment
Strategy & Cross-Functional Collaboration
Partner with stakeholders to ensure research appropriately shapes and informs roadmaps
Influence strategic decisions by effectively communicating research insights to peers and executives
Manage stakeholder expectations around research timelines, feasibility, and trade-offs
Budget & Operations
Manage annual research budget, including tools and vendor relationships
Evaluate new vendors for research capabilities as needed
Ensure compliance with legal, regulatory, and data privacy requirements across all research activities and processes
What it takes
Undergraduate degree or an equivalent combination of research training and experience. Graduate degree preferred (i.e. MBA or Masters and/or PhD in Human Computer Interaction, Human Factors, Cognitive Psychology, Sociology, Communications, Information Science, Marketing Research)
5+ years people leadership experience
5+ years progressively responsible and related work experience, managing a variety of projects from beginning to end. Accustomed to consulting with and influencing senior leaders, peers, and direct reports.
Strong leadership and motivation skills to effectively manage the completion of responsibilities and objectives across a wide range of contexts and individual working styles
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$92k-122k yearly est. Auto-Apply 9d ago
Underwriting Assistant
Chubb 4.3
Chubb job in Philadelphia, PA
Primary Construction: Underwriting Assistant-Enrollment Desk Specialist
Key Objective: Independently provide support to all CPC team members and management. Be well-versed in internal operations as well as processes and procedures. Possess excellent communication skills, successfully multitask, have excellent time management, strong organizational and interpersonal skills, and utilize critical thinking.
Major Duties & Responsibilities:
Process enrollments in ACEWrap public folder within a 48-hour turnaround.
Follow Home Office Underwriting Guidelines for subcontractor enrollments.
File all correspondence in the correct Wrap Up Account folder.
Report system issues (ACEWrap, Outlook, COU Tracking, WCS) to management or appropriate parties.
Accurately log subcontractor endorsements, comp filing for processing broker request.
Ensure procedural compliance; do not deviate from documented procedures without manager approval.
Support quality and performance through audits, reviews, and feedback.
Perform other duties and special projects as assigned
Secondary Duties & Responsibilities:
Provide superior policy servicing and underwriting support to the Primary Construction - Major Complex business unit
Complete registration and policy issuance activities; including post bind transactions timely and accurately
Ensure premiums are registered correctly and accurately reflected in the departmental tracking system
Communicate with branch offices to gather data and ensure accuracy of policy information
Identify and utilize appropriate systems and company forms/endorsements to complete and submit policies to internal and external clients
Maintain/exceed service standards in the areas of production, service, support and customer service/job approach
Monitor work queue items and take appropriate action to ensure timely processing of incoming requests and responses to all internal and external inquiries
Identify and communicate system related issues to appropriate areas
Provide training and assistance as required
Perform other duties and special projects as assigned
3-5 years commercial casualty underwriting support experience a plus
Must be able to function effectively and efficiently in a time sensitive and high-volume environment
Strong data entry and computer skills including MS Word, MS Excel - Windows 10
Willingness to take ownership for assigned work and production output
Commitment to quality
Strong communication skills, written and verbal
Ability to work independently, but also support a team environment
Strong organizational and prioritization skills
Must be detail oriented
Flexible and adaptable to change
Must be able to multi-task and change direction quickly and efficiently
$46k-61k yearly est. Auto-Apply 9d ago
Executive Speechwriter, Senior Specialist
The Vanguard Group 4.6
Malvern, PA job
We are seeking an experienced speechwriter to support Vanguard's chief executive officer in articulating a compelling vision, inspiring internal and external audiences, and advancing the company's reputation and leadership voice. The successful candidate will be an expert storyteller and researcher and will have experience working with C-suite leaders in the financial services industry. The executive writer will be able to translate complex ideas into clear, persuasive, authentic, and memorable narratives tailored to a variety of audiences and formats.
Responsibilities:
Partner with the head of the Executive Office and the head of Executive Communications to maintain and evolve a distinctive executive voice with consistent messaging, tailored for channel and audience.
Research, draft, and edit speeches, remarks, talking points, op-eds, and other materials for the CEO.
Craft nuanced, persuasive communications that reflect the CEO's tone, priorities, and expert business insights.
Build a library of reusable narratives, anecdotes, and data points that reinforce the CEO's leadership themes.
Ensure all communications meet legal, regulatory, and reputational standards. Partners with Legal, Compliance, and Risk teams to proactively manage sensitive topics.
Coach and mentor communications team members on executive-level storytelling, and stakeholder influence.
Participate in special projects and perform other duties as assigned.
Qualifications:
Minimum 10 years of experience in executive communications, public affairs, journalism, or strategic messaging.
Prior experience in an executive speechwriting role.
Exceptional writing and editing skills, with the ability to capture and executive voices.
Ability to develop a variety of compelling content under tight deadlines.
Excellent judgment and experience providing communications advice and counsel to senior executive leaders.
Experience navigating matrixed organizations.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$84k-115k yearly est. Auto-Apply 25d ago
Loan Documentation and Processing Lead Analyst VP
Citigroup 4.6
New Castle, DE job
The Loan Doc & Proc Lead Analyst, VP is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
Individual must be accountable, ethical, results oriented, trustworthy and credible.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required
**Responsibilities:**
+ This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process.
+ Activities will include independently processing and closing loans within a complex loan operations environment. Subject matter experts who oversee the daily performance of the loan documentation processes to satisfactory completion of the daily operational cycle
+ Develops and exercises business plans, policies and procedures, and demonstrates an ability to lead projects, offer innovative solutions and cost saving opportunities.
+ Stays abreast of developments within the loan documentation/processing function and considers the impact to the business.
+ Has responsibility for volume, quality, timeliness and delivery of complex deliverables often related, but not limited to loan documentation processes
+ Accountable for integrity of process, operations and associated results
+ Responsible for detailed analysis of loan related issues where the best course of action is not evident from the information available, but actions must be recommended/ taken
+ Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients
+ This includes but not limited to assessing service quality and identifying areas for process improvement, service or technology enhancements
+ Requires advanced analytical skills to filter, prioritize and validate potentially complex material from multiple projects, thereby defining problems and developing solutions
+ Defines, develops, implements and tracks appropriate margin related KPIs and SLAs for the group
+ Conducts discovery and due diligence activities with clients to meet their needs
+ Assumes informal/formal leadership role within the team, is involved in the coaching and training of new recruits, provides guidance and support to junior staff
+ Builds effective relationships with colleagues, management, internal/external clients and stakeholders, as well as ability to influence them where necessary
+ Creates, develops and maintains effective relationships with colleagues, management, internal/external clients and stakeholders, and seeks to understand their needs and provides solutions
+ Persuades/influences/ negotiates with others through collaborative communication skills
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
**Qualifications:**
+ 6-10 years of experience
+ Reasonable knowledge of Business Processes, Systems and Tools used in the Loan Process
+ Demonstrate understanding of Loan Processes, Procedures, Products and Services
+ General awareness of managing, preparing, and reviewing loan documentation
+ Adequate ability to identify, mitigate, manage, resolve, and escalate risks and issues
+ Awareness of risk types, policies and control measures and processes
+ Comply with applicable laws, rules, and regulations, and adhering to Policies
**Education:**
+ Bachelor's/University degree, Master's degree preferred
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**Job Family Group:**
Operations - Transaction Services
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**Job Family:**
Loan Documentation and Processing
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**Time Type:**
Full time
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**Primary Location:**
New Castle Delaware United States
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**Primary Location Full Time Salary Range:**
$103,200.00 - $154,800.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Dec 29, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$103.2k-154.8k yearly 38d ago
Product Services Manager-Commercial Lines
Chubb 4.3
Chubb job in Philadelphia, PA
Join Chubb as a Product Services Manager and bring your Commercial Lines expertise to the forefront! If you have a passion for navigating the complexities of commercial insurance products and thrive in a dynamic environment, this is the perfect opportunity for you. Leverage your 1-2 years of experience in underwriting, product management, or regulatory compliance to make a significant impact in our Commercial Lines division.
Legal and Compliance (L&C) - Philosophy and Culture Statement: The L&C is committed to providing best-in-class legal and compliance services to our business partners. The L&C emphasizes teamwork, expertise, and a “can-do” attitude. Operating as a best-in-class organization requires a commitment to constant improvement and an on-going commitment to adding value - every day, by every team member. The group takes pride in delivering consistent customer satisfaction, advancing self-development among team members, participating in company and team initiatives - all with a focus on superior execution.
This is an on-site role. Ideally, this candidate will sit in our Philadelphia, PA office.
Major Duties and Responsibilities:
Work with business units in the development and filing of new Commercial Lines products, amendments, coverages, rating plans, and programs that conform to applicable laws while meeting business objectives.
Manage and maintain assigned Commercial Lines Products including forms, rules, and rating plans so they are in compliance with regulatory requirements.
Manage/implement approved rate/rule/form changes in the appropriate policy issuance system(s).
Develop and direct Commercial Lines product filings to ensure expedited filing approvals. Provide input/drive resolution to filing objections with Business Unit and Actuarial input.
Perform regulatory review of products and draft state amendatory language.
Analyze regulatory and legislative changes and propose action as needed. Develop and circulate advisory bulletins as appropriate.
Provide technical advice, counsel, and assistance in the development and utilization of the policy issuance system(s) utilized by Commercial Lines.
Participate in and support regulatory compliance activities including audits of business units and Market Conduct Examinations.
Research and develop reference tools on important product issues for posting to the internal Chubb intranet as guides for the Business Unit.
Provide detailed and accurate product requirements (forms, rules) to IT/third party vendor for system implementation.
Manage special projects, as assigned.
Education and Experience:
Bachelor's degree or equivalent industry experience in product management and regulatory issues.
Minimum 1-2 years of experience in Commercial or Commercial Lines products in underwriting, product management or regulatory compliance.
General Skills:
General knowledge of Commercial Lines insurance products, policy language and coverages
Strong organizational and project management skills
Ability to work independently and as part of a team
Computer proficient in using Word, Excel, Adobe Pro, SERFF
Excellent written and oral communication skills
Demonstrates strong attention to detail and commitment to project ownership, accuracy and completion on a timely basis
Experience in documenting business requirements a plus
Knowledge of CSI Xpress Product Library a plus
Ability to manage multiple projects, different demands and competing customers simultaneously in a face paced environment.
Personal Qualities:
Strong desire to be responsive to customer needs
Self-motivated with a strong work ethic
Energetic, enthusiastic and has a positive attitude
Flexible
$89k-110k yearly est. Auto-Apply 60d+ ago
Underwriter, Excess Casualty - National Accounts
Chubb 4.3
Chubb job in Philadelphia, PA
Contribute to the achievement of the Excess Casualty segment business plan. The Underwriter is responsible for production, underwriting and maintenance of new and renewal umbrella and excess casualty accounts within a defined territory. In addition, the Underwriter is responsible for establishing and cultivating business relationships with brokers and clients within the Mid-Atlantic and Southeast region to assure the continued flow of new business opportunities while representing the Excess Casualty segment.
The Underwriter's primary responsibility is to underwrite individual risks through a demonstration of the following skills and abilities:
Fundamentals of coverage, terms and conditions. Ability to offer coverage, terms and conditions which generate a profit for the Company while meeting the needs of the customer.
Risk Assessment. Ability to identify risk exposures, special or common hazards, and appropriate controls. Ability to select risk based on exposure and risk analysis. Ability to analyze claims and quantify losses.
Financial proficiency. Understanding of financial statements and ratios used in risk analysis. Understanding of insurance financial fundamentals; impact of underwriting decisions on company assets. Ability to understand credit risk.
Actuarial fundamentals. Ability to understand loss trends, loss triangles, and ratemaking. Ability to quantify risk based on experience history and forecasting methods.
Marketing and Communications. Ability to sell and negotiate to achieve bottom line profitability for the Company. Ability to make presentations and communicate articulately. Ability to base communications on strategic thinking. Ability to manage producer strategy.
Systems and programs. Ability to use systems and software programs needed to conduct daily business.
Ability to adhere to Chubb standards on pricing and servicing.
Solicit new and renewal submissions from brokers
Determine terms and conditions
Document the underwriting files
Handle more complex files and portfolios within underwriting authority
Attend broker/client meeting
Duties may include but are not limited to:
Solicit new and renewal submissions from brokers
Determine terms and conditions
Document the underwriting files
Handle more complex files and portfolios within underwriting authority
Attend broker/client meeting
Knowledge of insurance industry, underwriting concepts, practices, and procedures
Microsoft Word, Excel, and Outlook
Internet usage
Oral and written communication skills
Negotiation and marketing skills
Ability to thrive in a fast-paced, deadline-driven environment
Ability to self-manage, organize, and prioritize work with limited direction
$85k-111k yearly est. Auto-Apply 60d+ ago
Broker Director
AIG Insurance 4.5
Philadelphia, PA job
The Broker Director plays a critical role in driving profitable growth, strengthening broker partnerships, and protecting our clients. Reporting to the Broker & Market Leader, this role is responsible for managing strategic relationships with up to five key retail brokers and serving as a core member of a national broker coverage team. The Broker Director collaborates closely with internal partners and broker counterparts to deliver insights, deepen engagement, and accelerate growth.
How You Will Make an Impact
Drive profitable growth, retention, and optimal portfolio mix with assigned brokers.
Lead execution of local market strategies aligned with national broker commitments.
Maximize value from broker consulting and data services to generate actionable insights.
Build and sustain strong relationships with internal and external stakeholders.
Partner with Distribution, Product, Business Unit, and International teams to identify opportunities, target accounts, and execute global business plans.
Develop and execute growth strategies for priority products in partnership with Product and Distribution leadership.
Ensure alignment with broker agreements, strategies, and KPIs.
Conduct regular broker and leadership meetings to review results and adjust strategies as needed.
Travel to broker offices to support relationship management and execution, based on business needs.
What You'll Need to Succeed
Strong sales, negotiation, and presentation skills.
Proven ability to lead change and drive innovation.
Strong business acumen with a data-driven, process-oriented mindset.
Ability to manage complex projects and sensitive information with professionalism.
Technical expertise to understand and articulate product strategies and differentiators.
10+ years of experience in broker or carrier relationship management, underwriting, or commercial insurance broking (preferred).
Adaptability and alignment with AIG's learn-it-all culture.
Excellent written and verbal communication skills, including engagement with senior leadership.
Mobility
Travel to U.S. locations (~20-30%)
#LI-HB1
At AIG, we value in-person collaboration as a vital part of our culture, which is why we ask our team members to be primarily in the office. This approach helps us work together effectively and create a supportive, connected environment for our team and clients alike.
Enjoy benefits that take care of what matters
At AIG, our people are our greatest asset. We know how important it is to protect and invest in what's most important to you. That is why we created our Total Rewards Program, a comprehensive benefits package that extends beyond time spent at work to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace of mind to you and your family.
Reimagining insurance to make a bigger difference to the world
American International Group, Inc. (AIG) is a global leader in commercial and personal insurance solutions; we are one of the world's most far-reaching property casualty networks. It is an exciting time to join us - across our operations, we are thinking in new and innovative ways to deliver ever-better solutions to our customers. At AIG, you can go further to support individuals, businesses, and communities, helping them to manage risk, respond to times of uncertainty and discover new potential. We invest in our largest asset, our people, through continuous learning and development, in a culture that celebrates everyone for who they are and what they want to become.
Welcome to a culture of inclusion
We're committed to creating a culture that truly respects and celebrates each other's talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through learning, cultural awareness activities and Employee Resource Groups (ERGs). With global chapters, ERGs are a cornerstone for our culture of inclusion. The talent of our people is one of AIG's greatest assets, and we are honored that our drive for positive change has been recognized by numerous recent awards and accreditations.
AIG provides equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.
AIG is committed to working with and providing reasonable accommodations to job applicants and employees with disabilities. If you believe you need a reasonable accommodation, please send an email to *********************.
AIG reserves the right to conduct a criminal background check, tailored to the requirements of a job, after a conditional employment offer is made. Unless otherwise required by law, AIG does not automatically exclude any applicant with a criminal conviction for a job or class or jobs. For more information about Philadelphia law specifically, copy and paste the following link within your browser: ***********************************************************************
Functional Area:
SM - Sales & MarketingNational Union Fire Insurance Company of Pittsburgh, Pa.
$112k-201k yearly est. Auto-Apply 10d ago
Product Release Manager
Chubb 4.3
Chubb job in Philadelphia, PA
The Release Manager is responsible for overseeing the planning, scheduling, and coordination of software releases across the organization. This role involves working closely with development, QA, and operations teams to ensure that software releases are deployed smoothly and efficiently, with minimal disruption to production environments. The Release Manager will identify and mitigate risks associated with release activities, develop and maintain release management processes, and communicate release status and issues to stakeholders. This position requires strong project management skills, a deep understanding of the software development lifecycle and agile methodologies, and the ability to work effectively with diverse teams. The Release Manager will also focus on continuously improving release management processes to enhance overall efficiency and effectiveness.
Key Responsibilities and Duties:
Release Planning and Management: Develop and manage the release schedule, ensuring it aligns with project timelines and business objectives. Plan and manage release schedules and milestones for all projects.
Team Coordination: Collaborate with development, QA, and operations teams to ensure successful deployment of software releases. Coordinate release activities across various teams to ensure timely delivery.
Risk Management: Identify potential risks associated with release activities and implement strategies to mitigate them, ensuring minimal disruption to production environments. Identify, manage, and mitigate risks associated with software releases.
Process Development: Establish and maintain release management processes, documentation, and best practices to streamline release activities. Ensure that the release process is followed and that all deliverables are completed on time.
Stakeholder Communication: Provide regular updates and reports on release status, issues, and risks to stakeholders, ensuring transparency and alignment. Communicate release status to stakeholders and manage expectations.
Cross-Functional Collaboration: Work with cross-functional teams to ensure seamless integration and delivery of software components.
Conflict Resolution: Manage and resolve conflicts related to release schedules and resource allocation to maintain project momentum.
Continuous Improvement: Continuously evaluate and improve release management processes to enhance efficiency and effectiveness. Maintain and improve release management processes and tools.
Release Readiness: Conduct release readiness reviews and ensure all release requirements are met.
Bachelor's degree in computer science, Information Technology, or a related field.
Extensive experience as a Release Manager or in a comparable role within the IT industry, with at least 7 years of experience.
Strong understanding of the software development lifecycle (SDLC) and agile methodologies.
Excellent project management skills with the ability to manage multiple projects simultaneously.
Strong problem-solving skills and attention to detail.
Excellent communication and interpersonal skills, with the ability to work effectively with diverse teams.
Experience with release management tools and software (e.g., Jenkins, Git, JIRA).
Ability to work under pressure and meet tight deadlines.
Preferred Qualifications:
Certification in project management or agile methodologies (e.g., PMP, Scrum Master).
Experience in a DevOps environment.
Familiarity with cloud-based deployment and infrastructure.
$100k-136k yearly est. Auto-Apply 60d+ ago
Multinational Claim Billing Analyst
Chubb 4.3
Chubb job in Philadelphia, PA
The Chubb Global Services (CGS) group focuses on delivering superior clients services to Chubb's multinational business across Chubb's diverse product line. The CGS Finance group oversees global money movement, billing and collections of reinsurance and deductibles, reporting, and overall multinational guidance and strategy.
Reporting Relationship:
The role will report to Chubb Global Services Manager of Claims Billing. The individual will communicate directly with internal management and other interdepartmental groups to resolve issues and provide ad hoc support when requested. There will also be opportunities to interact directly with our brokers, insureds, reinsurers, and risk managers to help resolve issues or concerns.
Key Responsibilities:
The analyst is responsible for calculating, billing, and notifying the insured and reinsurers of invoices on behalf of Foreign Produced Business Units. This involves notifying insured/reinsurers on a timely basis, preparation of billing packages to ensure accurate billing. Some work will pertain to complex claim issues and may involve difficult presentations to external and internal contacts.
Read an Interpret Binders, Policy Endorsements, and Reinsurance Agreements on complex cash flow accounts produced from US and overseas offices
Work with Global Services and Overseas offices to provide presentations on billing capabilities as well as implementation for successful processing of loss billing
Analyze and assess business situations, conceive appropriate translation for various systems, and design response to all levels
Create the appropriate insured and reinsurance calculations, in multiple currencies, in billing system from weekly feeds for payments and reserves
Work independently on system enhancements and any new business study that requires system changes to our claims reinsurance process
Create and execute special projects relating to quality control of our claims stat and accounting practices and provide additional insight for corrective actions
Manage and action workflows and reports created from weekly loads for appropriate attachment to contracts for billing.
Ability to understand and document custom cash flow accounts to recommend and execute processes and ensure accurate billing.
B.S. degree in Business, or additional related field
1 to 3 years of claims reinsurance or insurance industry experience
Excellent communications skills to articulate to various levels of internal and external management within a global environment.
Claims Reinsurance experience preferred
Effective problem solving and analytical ability.
Ability to work effectively on a team as well as individually to self-manage own processes.
Advanced skill level in Excel preferred.
$55k-74k yearly est. Auto-Apply 60d+ ago
Co-Head of US Active Fixed Income Investment Risk
The Vanguard Group 4.6
Malvern, PA job
Are you ready to shape the future of fixed income investing at a global scale? Vanguard is seeking a visionary leader to serve as Co-Head of US Active Fixed Income Investment Risk, a pivotal senior leadership role responsible for setting the strategic direction and governance of risk across our active taxable fixed income platform, with influence on over $1T in AUM across 30+ mandates globally.
In this role, you will lead the development and execution of a comprehensive investment risk framework-bringing clarity, discipline, and innovation to how we assess and manage risk across diverse fixed income strategies. You'll partner closely with portfolio managers and senior leaders to elevate decision quality, safeguard client outcomes, and drive superior risk-adjusted performance.
This is more than a risk oversight role-it's an opportunity to influence the investment process, shape the research agenda, and apply cutting-edge analytics to solve complex challenges. You'll lead with insight and integrity, ensuring our risk posture aligns with fund objectives and investor expectations in a dynamic global environment.
Responsibilities
Directs investment risk strategy to ensure an effective and efficient risk management infrastructure. Manages, measures, monitors, and reports aggregate global fixed income investments risk exposures. Provides thought leadership and takes a leadership role in shaping the research agenda and infrastructure.
Designs and implements best practices for fixed income investment and business activities to control various risks. Provides guidance on fixed income investment risk management policies and procedures, limits, and guidelines. Uses a variety of analytical resources to develop and enhance existing risk-return analysis, including performance attribution, multifactor risk models, scenario analysis, and stress testing.
Partners with portfolio management teams to influence and add value to the investment process and enhance risk adjusted returns by applying analytical insight, judgment and experience to evaluate risk and performance of funds. Frequently conducts ad-hoc analysis to support PM/Traders understanding of portfolio and market risks.
Facilitates strong oversight and governance of fund outcomes through frequent interactions with senior management, including the fixed income Senior Investment Committee, Fixed Income Leadership Team, Chief Risk Officer, and Chief Investment Officer.
Leads a high-performing team in the development of specialized fixed income investment risk management, performance analysis and other analytical skills that raise the capabilities of the investment risk team. Also plays a key role in the development, implementation, and interpretation of risk and performance attribution analytics based on risk models.
Sponsors and undertakes research to improve the risk and return analysis. Works closely with portfolio management teams, IT teams, and vendors to identify opportunities, define project briefs, drive effective prioritization and follow through with disciplined execution.
Using professional judgment and industry experience, guides and collaborates with global counterparts to take Investment Management Group (IMG) policies and procedures to a global standard.
Serves as an expert resource to members of the IMG. Develops and maintains knowledge of financial markets, securities and investment themes in order to bring an informed perspective to portfolio analysis.
Represents the Investment Risk team to internal and external clients and at industry forums. Contributes to IMG, Risk Division, and Vanguard-wide management initiatives and strategies.
Leads and/or participates in special projects and performs other duties as assigned.
Qualifications
Minimum of ten years related work experience. Supervisory experience preferred.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Professional certification (CFA, FRM) preferred.
Experience in investment risk management, with deep expertise in fixed income markets (credit, rates, securitized products).
Experience with risk modeling and analytical techniques. Experience with Aladdin preferred.
Demonstrated ability to think critically and facilitate change through collaborative effort. Strong interpersonal, verbal, and written communication skills.
Proven track record of designing and leading risk frameworks for large, complex portfolios.
Experience influencing portfolio construction and partnering with PMs and traders to enhance risk-adjusted returns.
Exceptional communication skills-able to translate complex analytics into actionable insights for senior stakeholders.
Strategic thinker with a global mindset and ability to drive innovation in risk management practices.
Special Factors
Sponsorship
Vanguard is offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$105k-156k yearly est. Auto-Apply 54d ago
Actuarial Intern
Chubb 4.3
Chubb job in Philadelphia, PA
As a member of Chubb's Actuarial Team, you will help evaluate business opportunities in a given market by analyzing data to identify the potential profitability and possible pitfalls. Armed with this data, we advise top management on ways to balance the anticipated with the unexpected. Typically, our actuaries base their analysis on the demand the business may create, the price required to deliver a reasonable rate of return, and the potential effect of claims on the company's profitability.
Actuarial Interns are located primarily in Philadelphia, PA and Whitehouse Station, NJ. The program offers college students the opportunity to work in one section of our department during the summer. Interns are exposed to many facets of actuarial work and techniques and are introduced to insurance terminology and concepts. In addition to working closely with their supervisor, they are given an opportunity to network with other members of the Actuarial Department.
We are looking for individuals who possess math and analytical skills, can effectively work as part of a team, are sophisticated communicators, and enjoy coming up with creative solutions to problems. Qualified candidates should be pursuing a degree in Mathematics, Statistics, Economics, Finance, Actuarial Sciences, or a related field.
Undergraduate or Graduate Student in Actuarial Science; Mathematics; Science; Engineering; Economics or Finance with a Mathematics foundation.
Strong GPA, 3.0 or higher required.
At least one actuarial exam passed is preferred.
Strong mathematical skills (including calculus, probability, and statistics)
Working knowledge of Microsoft Office products, specifically Excel and Access
Experience with SQL, R Studio and Python is preferred
Solid analytical and problem-solving skills
Communication and influence skills
Ability to contribute to the attainment of business goals and objectives through teamwork
The pay range for this internship is $23 to $27 per hour. The specific offer will depend on an applicant's skills and other factors. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.
$23-27 hourly Auto-Apply 60d+ ago
Loan Documentation and Processing Associate Analyst
Citigroup 4.6
New Castle, DE job
The Loan Doc & Proc Intmd Assoc Ayst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Individual must be accountable, ethical, results oriented, trustworthy, and credible.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
**Responsibilities:**
+ This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process
+ Activities will include independently processing and closing loans within a complex loan operations environment.
+ Integrates a solid understanding of industry and business standards and practices of loan documentation processes
+ Deals with most loan-related problems independently and has some latitude to resolve complex issues, where expertise is required to interpret against policies, guidelines, or processes
+ Applies judgment when interpreting data, preparing reports, and presents findings to management
+ Make resolution recommendations based on identified trends and facts
+ Designs and analyzes complex reports often related, but not limited to loan documentation processes to satisfy management requirements and support/control activities
+ Participates in and supports the implementation of projects and process improvement initiatives
+ Interprets data and makes recommendations for the launch of new products/services and upgraded platforms that loan documentation/processing functions
+ Demonstrates a understanding of the loan documentation processes to identify policy gaps and formulate policies to support the streamlining of related work processes.
+ Minimizes risk to the bank through a solid understanding of procedural requirements - provides solutions to reduce errors, to adhere to audit and control policies. Serves as a checker for systematic transactions as a last line of defense.
+ Timely escalation and resolution of all inquiries and issues related to loan documentation.
+ Applies a solid understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit
+ Provides informal guidance and/or on-the-job-training to new team members
+ Works closely with own team and internal stakeholders in order to meet client needs
+ Has direct interaction with external customers to disseminate or explain information
+ Individuals who are emerging as an expert in a specific skill set, business area or product, but who remain focused primarily on daily execution
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct business practices, escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 2 - 5 years relevant experience
+ Basic knowledge of Business Processes, Systems and Tools used in the Loan Process
+ Demonstrate understanding of Loan Processes, Procedures, Products and Services
+ General awareness of managing, preparing, and reviewing loan documentation
+ Able to identify, mitigate, manage, resolve, and escalate risks and issues
+ Reasonable awareness of risk types, policies and control measures and processes
+ Comply with applicable laws, rules, and regulations, and adhering to Policies
**Education:**
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Operations - Transaction Services
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**Job Family:**
Loan Documentation and Processing
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**Time Type:**
Full time
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**Primary Location:**
New Castle Delaware United States
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**Primary Location Full Time Salary Range:**
$61,870.00 - $86,330.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Jan 30, 2026
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$61.9k-86.3k yearly 21d ago
Sales Development Representative
The Vanguard Group 4.6
Malvern, PA job
The Financial Advisor Services (FAS) story is one of growth, innovation, and endurance. We may adapt when the market changes, but we never waver in our core belief that financial advice and lower costs result in greater value for investors. We've gained a loyal following by serving advisor clients (Broker-Dealers, RIAs, Banks, Asset Managers, and Insurance Companies) with a consultative approach that employs industry-leading investment products, tools, and resources to ensure consistent, long-term business performance. We are currently seeking an Inbound Sales Development Representative eager to help us continue to revolutionize the industry.
We are seeking someone with…
Sales aptitude with the willingness and ability to engage advisors in a variety of situations
Drive and positive attitude, with a desire to learn and grow
Curiosity and willingness to learn about people, their advisor practices, processes, and decision making
Excellent interpersonal communication skills when communicating with advisors over the phone, on web meetings, or via email
Strong ability to collaborate with sales teams and leadership to drive the sales process forward
Business owner's mindset and ability to think creatively about how to run a territory and manage top clients
Demonstrated use of good judgment and thoughtful decision making
Ability to navigate ambiguity and deliver on commitments in a fast-paced environment
Experiences you'll gain…
Develop and refine your sales, relationship management, and stakeholder management skills
Deepen your investment product and industry acumen expertise
Improve your persuasion and influencing skills through client meetings, presentations, and public speaking engagements
Leverage your creative problem solving, strategic thinking, and data analysis skills to create value for our business partners and advisor clients throughout the sales process
Joining a high-performing team with a collaborative and competitive culture.
Duties and Responsibilities
Handles inbound calls from financial advisors related to general market knowledge, Vanguard product information, and competitor products. Profiles prospective clients, speaks to suitable Vanguard investments and passes sales leads to responsible FAS sales team when appropriate.
Plays key role in supporting the Internal and External sales executives and FAS management team. Assists Internal and External sales executives by performing sales support-related activities, including coordination and execution of direct mail/e-mail campaigns, internal and external marketing campaigns, production of customized prospect/client target lists used in sales process, and all tracking of expected results from these campaigns. Allows Internal and External sales executives to maximize their time to proactively contact clients and prospects.
Solicits and responds to inquiries from Internal and External sales executives related to client's general requests, specialized product questions, research competitive information and all sales/marketing materials requests. Coordinates all resources within Vanguard to research, assemble, process and deliver requested information. Works extensively with internal Vanguard departments to ensure timely delivery of these requests to both FAS personnel and external clients.
Engages in outbound call campaigns to uncovered financial advisors provided via transaction data, registration lists, or other lead sources.
Participates in special projects and other assigned duties as needed.
Qualifications
Undergraduate degree or equivalent combination of experience and training.
Minimum two years' experience in financial services industry.
Currently holds Series 7 and 63 licenses, or ability to obtain within 90 days.
Ability to work independently with little direct supervision.
Excellent verbal and written communications skills.
Excellent organizational skills and ability to handle multiple projects simultaneously.
Ability to interact with all levels of internal and external personnel.
Excellent interpersonal skills.
Proficient in computer skills, specifically Microsoft applications, contact management databases, and NICE telephonic systems.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$40k-50k yearly est. Auto-Apply 9d ago
Commercial Insurance Underwriter
Chubb 4.3
Chubb job in Philadelphia, PA
Fundamentals of coverage, terms and conditions. Ability to offer coverage, terms and conditions which generate a profit for the Company while meeting the needs of the customer.
Risk Assessment. Ability to identify risk exposures, special or common hazards, and appropriate controls. Ability to select risk based on exposure and risk analysis. Ability to analyze claims and quantify losses.
Financial proficiency. Understanding of financial statements and ratios used in risk analysis. Understanding of insurance financial fundamentals; impact of underwriting decisions on company assets. Ability to understand credit risk.
Actuarial fundamentals. Ability to understand loss trends, loss triangles, and ratemaking. Ability to quantify risk based on experience history and forecasting methods.
Marketing and communications. Ability to sell and negotiate to achieve bottom line profitability for the Company. Ability to make presentations and communicate articulately. Ability to base communications on strategic thinking. Ability to manage producer strategy.
Systems and programs. Ability to use systems and software programs needed to conduct daily business.
Position Responsibilities:
Financial performance, including profit, rate, retention, and growth, of an approximate $6.5 million book of mid-market multi-line Commercial business. The commercial unit is a $26 mm business unit.
Responsibilities include a new business goal of $1.5mm+ each year and an $8 million renewal book.
Identifying opportunities for growth within new and existing production sources and developing and executing a new business growth strategy including developing prospects.
Successful market penetration and agency management including building, maintaining and managing producer and customer relationships.
Developing agency strategy and goals with continual monitoring of progress.
Identifying cross sell opportunities within commercial products and services.
Soliciting, selecting, and analyzing risk within Chubb Commercial Insurance guidelines and ensuring proper documentation.
Developing and negotiating price, coverage, and terms and conditions for all new business and renewals and actively identifying account rounding opportunities.
Meeting with producers and new and renewal customers to make sales presentations including product education and new product roll out.
Collaborating with underwriters, operations, claims, marketing and home office product management.
Consistently meeting service standards.
Collecting and sharing industry intelligence with team, including industry trending and development.
Knowledge, skills, and abilities:
Solid knowledge of specialty commercial underwriting and insurance industry theories and practices.
Demonstrated technical expertise and product specific knowledge with experience handling commercial insurance lines.
Strong analytical skills including financial analysis.
Demonstrated proficiency in sales, marketing and negotiation.
Strong interpersonal, communication and relationship building skills.
Ability to effectively interact with all levels of internal and external business partners.
Experience developing and executing on marketing plans and prospects.
Ability to be creative and adaptable in a changing business environment.
Sound, balanced and timely decision-making skills.
Knowledge of Microsoft Office Suite as well as other business-related software.
Education and Experience:
Bachelor's degree or equivalent experience.
2+ years underwriting experience preferred.
The pay range for the role is $85,000 to $130,000. The specific offer will depend on an applicant's skills and other factors. This role may also be eligible to participate in a discretionary annual incentive program. Chubb offers a comprehensive benefits package, more details on which can be found on our careers website. The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is filled.