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Dallas Capital Bank jobs

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  • Loan Collateral Documentation Specialist

    Dallas Capital Bank 3.9company rating

    Dallas Capital Bank job in Dallas, TX

    Job Description At Dallas Capital Bank, we are proud to bring a world-class banking experience that combines new technology with unceasing service to the Dallas metroplex, and the people who make it strong. We take pride in understanding our clients and the time to recognize their needs. Combining years of proficiency with a heart for service, our team is ready to partner with our clients and provide the support and guidance they deserve. We are centrally located in Dallas at Spring Valley and Dallas North Tollway. Apply here: Job Listings - Dallas Capital Bank Jobs We are searching for a talented, analytical, and high-performing individual who wants stability, growth opportunity, and an excellent compensation and benefits package. The ideal candidate will be responsible for reviewing the daily closed loan report and the loan documentation, including imaged documents, once a loan is booked to the bank's core system to confirm the data entered is correct and verified using the final loan approval. Responsible for validating the data uploaded to the bank's financial and collateral exception tracking system is correct and responsible for clearing exceptions by obtaining updated financial and collateral tracking documentation as required. ESSENTIAL RESPONSIBILITIES: Review new and renewed loan files after the funding of all loans once they have been booked into the bank's core system. Review and validate that financial and collateral ticklers are set up correctly for all new and renewed loan files to ensure the ticklers are monitored properly and promptly. Responsible for clearing all collateral and financial exceptions, which includes following up with the Client, Relationship Manager, and credit underwriting team when necessary, regarding Financials, SNDAs, Leases, etc. Monitor property insurance requirements on all real estate loans, including flood insurance on applicable loans, and take appropriate steps if the proper insurance is not in place; force the placement of insurance if required. Assist Loan Servicing by monitoring all escrowed loans to ensure third-party invoices are received and the insurance and property taxes are paid accordingly. Monitor and update the credit and collateral exception tracking system daily. Update the Bank's document Imaging platform as needed. Perform maintenance transactions on the loan system as required. Complete and/or approve loan payoff requests. Process paid loans (Paid Notes, Collateral Release, UCC, Flood terminations) Assist with research requests regarding loan servicing, exception tracking, collateral releases, etc. Assist the management team in the preparation of support material associated with internal and external audits and/or bank exams. QUALIFICATIONS: University degree, college diploma, or equivalent work experience required. Minimum 3 years of experience in lending or loan operations with a thorough understanding and knowledge of banking and compliance laws and regulations associated with the lending function. Ability to read and understand complex materials, including attorney prepared loan documents, with the ability to convey complex information in a way that is easy for others to understand. Must have a thorough understanding and knowledge of lending regulations and compliance issues associated with various types of loans. (Commercial, Commercial Real Estate, Consumer, Letters of Credit, Participations). Knowledge of various types of lending contracts such as Deed of Trust, Mechanic's Lien, Promissory Note, Security Agreement, UCC recording, etc. Knowledge of the basic provisions of state and federal laws (Reg Z, HMDA, CRA) pertaining to lending, collateral, perfection of liens and valid checks. Ability to perform high volumes of work with regular interruptions under deadline pressure without losing accuracy. Ability to handle confidential information with discretion. Deadline-driven with exceptional attention to detail. Possess computer skills and be familiar with various software, such as Microsoft Office Suite (Outlook, Word, Excel, & PowerPoint). A willingness to learn new procedures and adapt to changes in the work environment with a positive attitude, providing an example to other department employees. Knowledge of the purpose and functions of Loan Administration and how they relate to other departments such as Lending, Accounting, and Client Services Departments. Must be able to utilize standard business etiquette and work independently, adhering to policies and procedures, by utilizing judgment and discretion in problem solving. Excellent verbal, written, and interpersonal communication skills. Excellent time management, organizational, and problem-solving skills with the ability to multi-task and work in a deadline-driven environment. Must be self-motivated with strong attention to detail and a high level of accountability. WORKING CONDITIONS / ENVIRONMENT: HOURS: Monday Friday; 40 hours per week; 8:00am - 5:00pm Some variation in work hours may be required as job duties demand. Onsite; Non-Remote TRAVEL: None 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. The job operates in a generally comfortable and professional office environment with some moving about the bank. This role performs a variety of tasks under regular deadline pressure with changing priorities and regular interruptions. Can be stressful due to multiple reporting relationships. Pressure of incurring penalties and/or monetary loss as a result of inaccurate payoff quotes, release of wrong piece of collateral or promissory note, failure to file the necessary documents to perfect the bank's collateral, or CRA and HMDA data is incorrect and/or not submitted in a timely manner. Routinely uses standard office equipment such as telephone, computer, keyboard, mouse, photocopier, ten-key, filing cabinets and fax/scan machines. Verbal and written communication skills along with telephone and computer usage are critical to the job. Must be able to think quickly and effectively in the event of a demanding situation. While performing the duties of this job, the employee is regularly required to talk and hear. Occasionally required to move about the bank and lift or move files and/or storage boxes up to 10 pounds and files within file cabinets or filing system. This role requires frequent repetitive use of a keyboard while viewing and working on a computer screen for extended periods of time. Please note this job post is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee occupying this position. Duties, responsibilities, and activities may change at any time with or without notice. I understand that if I am offered employment I will be required to, and hereby authorize, to submit fingerprints which will be run through a national database for investigative purposes. Job Posted by ApplicantPro
    $40k-45k yearly est. 17d ago
  • Manager, Crypto Fraud Response and Recovery

    Fidelity Investments 4.6company rating

    Remote or Westlake, TX job

    Are you passionate about investigating fraud, identifying root causes, and presenting findings and recommendations? If so, you might be the right candidate for the Manager, Fraud Response and Recovery position within Fidelity's Fraud Risk and Control team. The Role Fidelity's Fraud Risk and Control (FRC) team is seeking a motivated Manager to join our team in our fight against fraud actors. The Manager, Fraud Response and Recovery will participate in daily operations involving the creation of enhanced detection, prevention, and technical investigations of fraud events involving our clients This position will have an enhanced focus on Fidelity's Digital Assets (FDAS) business and crypto-related transactions. The Fraud Response and Recovery team contributes to these operations through their management on incident response, intelligence gathering, and root cause analysis. The Team The Fraud Risk and Control team, within Enterprise Cyber Security, is responsible for preventing, detecting, responding to, and investigating fraud incidents across the entire Fidelity enterprise. When fraud occurs, FRC's Fraud Response Team takes all vital actions required to analyze and escalate fraud trends and patterns, identify opportunities for preventing and detecting fraud, and build cases to present to law enforcement and prosecutive agencies. The Value You Deliver In this role, your focus will be on supporting response to major fraud events and trends. Your responsibilities include: Triage fraud events and perform root cause analysis. Conduct in-depth investigations of suspicious financial activity. Provide expertise reviewing crypto transactions and blockchain analysis for known fraud incidents. Gather and analyze evidence of fraudulent activity and other relevant information and data Create and maintain case files of fraudulent activity. Collaborate with analytics, legal, compliance, and external regulatory and law enforcement agencies. Communicate fraud-related findings and recommendations to stakeholders. Assist in recovering losses due to fraud, including conducting collections and monitoring recovery processes. The Expertise and Skills You Bring Bachelor's degree and 4+ years' experience in the financial services industry 2+ years of risk related experience. Experience in crypto trading and/or block chain analysis. Experience in researching financial transactions and customer activities. Strong analytical skills to analyze data and identify patterns. Problem solving skills to identify and resolve complex problems. Possess the ability to multi-task across a variety of responsibilities in a constantly evolving environment. Ability to perform correlation and analysis from disparate internal systems to identify potentially fraudulent events. Strong focus on execution and identifying, communicating, and removing impediments to progress. You are highly energetic and enterprising, thriving in a fast-paced and constantly evolving team environment. Willingness to expand your expertise continually learning new skills. Note: Fidelity is not providing immigration sponsorship for this position Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. Certifications:Category:Risk Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $67k-93k yearly est. 1d ago
  • Asset Management Risk Manager

    Fidelity Investments 4.6company rating

    Westlake, TX job

    Job Description:The Role The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. The Expertise and Skills You Bring Bachelor's degree required 5+ years of relevant work experience in the financial industry, crypto experience preferred Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services Demonstrated analytical skills with the ability to work with and summarize data from multiple sources Experience working with blockchain technology or related enterprises Executive level presentation skills required Project management experience Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus Experience with common data science tools & languages, a plus CFA and/or FRM certifications a plus Foundational understanding of blockchain technology Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach Natural intellectual curiosity, initiative, and love for learning new skills and capabilities Skilled at operating autonomously to achieve results in a dynamic environment Thrives in a dynamic organization where priorities shift to meet evolving business needs Superb verbal and written communications skills Strong data analysis skills (e.g., tools, strategies) Staying abreast of the latest innovations across industry Problem solver with a blend of creativity and analytical rigor The Value You Deliver Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. Actively perform proactive and targeted data analysis to identify risks for management. Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Risk
    $80k-153k yearly 2d ago
  • Vice President, Associate General Counsel

    Fidelity Investments 4.6company rating

    Westlake, TX job

    The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization. The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts. The Expertise and Skills You Bring J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations. A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience. Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus. Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings. Experience with technology startups and new business initiatives a plus. Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn. Ability to build and maintain strong relationships and credibility, internally and externally. Ability to manage outside counsel to provide excellent legal services in a cost-effective manner. Note: Fidelity is not providing immigration sponsorship for this position The Team Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business. Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology. Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters. Evaluate new technology and tools relating to the digital assets and related asset management product offerings. #FidelityAlts The base salary range for this position is $140,000-285,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Legal
    $140k-285k yearly 1d ago
  • Manager, Digital Assets Shareholder Reporting

    Fidelity Investments 4.6company rating

    Westlake, TX job

    The Role Digital Assets Shareholder Reporting is GROWING at Fidelity! Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products with a focus on digital assets and cryptocurrencies? As we BUILD this critical team, we can offer roles at various levels: Analyst, Manager and Senior Manager. All applicants will be evaluated based on skills and experience and aligned to the appropriate role(s). This team is responsible for preparing, reviewing, and coordinating the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Primary responsibilities of the role relate to the digital products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs) and includes quarterly/annual reporting. We need talent that thrives in an operational environment where deadlines, accuracy and high-quality reporting are critical to our success! Depending on your role, we need you to participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The Expertise and Skills You Bring Bachelor's degree with a background in financial services with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed) Demonstrated success in leading teams to perform at their best for our Senior Manager role Experience using the Geneva or InvestOne platforms for accounting and reporting are a plus Advanced accounting and operational knowledge for alternative asset classes with a focus on digital assets and cryptocurrencies In-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and 33/34/40 Act investment funds and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements Advanced excel skills and experience translating accounting data into financial statement presentation Ability to lead independently and in an operations-focused, fast paced team environment Strong working knowledge of project and relationship management Excellent written and verbal communication skills and strong presentation capability MBA or CPA preferred for the Manager and Senior Manager roles. Note: Fidelity is not providing immigration sponsorship for this position The Team In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity's current and future success! #Fidelityalts #FFIOALTS Certifications:Category:Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $77k-100k yearly est. 4d ago
  • Director, Architecture

    Fidelity Investments 4.6company rating

    Westlake, TX job

    Director, Data Architect Fidelity Workplace Investing (WI) is seeking an experienced data architect to support the Workplace Platforms product area. The ideal candidate will have a solid understanding of data architecture principles and data strategy development. In this role, you will be responsible for formulating and driving the data strategy to help drive modernization efforts from a data perspective. You will also be working across business units and enterprise technology teams partnering with business leaders, architecture, and engineering to influence our core and common strategy and deliver these data capabilities. The Expertise and Skills You Bring Education - BS or MS required Demonstrated technology and personal leadership experience in architecting, designing, and building highly scalable transactional, analytical, and/or reporting applications Ability to formulate data strategy, conceptual architecture and work with development teams to execute the strategy Expertise in data management standard methodologies such as data integration, data security, data warehousing, data analytics, metadata management and data quality Ability to evaluate, prototype and recommend emerging data technologies and platforms Demonstrated experience developing enterprise applications and data solution in the cloud - Azure/AWS Experience architecting large complex systems with large volume and high-performance requirements Strong understanding of Data Modeling concepts including 3rd normal form and dimensional modeling Expertise in relational database technologies such as Oracle and Snowflake; cloud native databases such as Yugabyte DB and Cockroach DB; and NoSQL databases such as Aerospike Expertise in programming languages such as SQL and Python, Java a plus ETL experience on-prem and the cloud, preferred Python, Informatica and Snaplogic Experience with data processing concepts such as Change Data Capture, Eventing, and Streaming technologies Analytical reporting experience, preferably Snowflake and PowerBI Understanding of cloud concepts, specifically resiliency, scalability, and performance from a data/database perspective The base salary range for this position is $126,000-255,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $126k-255k yearly 4d ago
  • Director, Asset Management Risk

    Fidelity Investments 4.6company rating

    Westlake, TX job

    Job Description:The Role The Director position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. The Expertise and Skills You Bring Bachelor's degree required 12+ years of relevant work experience in the financial industry Experience in Compliance, Risk, or Operations related to investment management, blockchain products, or related services Demonstrated analytical skills with the ability to work with and summarize data from multiple sources Experience working with blockchain technology or related enterprises Strong understanding of blockchain technology. Executive level presentation skills required Project management and/or consultative experience Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus Experience with common data science tools & languages, a plus CFA and/or FRM certifications a plus Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach Natural intellectual curiosity, initiative, and love for learning new skills and capabilities Skilled at operating autonomously to achieve results in a dynamic environment Thrives in a dynamic organization where priorities shift to meet evolving business needs Superb verbal and written communications skills Strong data analysis skills (e.g., tools, strategies) Staying abreast of the latest innovations across industry Problem solver with a blend of creativity and analytical rigor The Value You Deliver Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. Actively perform proactive and targeted data analysis to identify risks for management. Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Promote a culture of experimentation to ensure continuously learning Note: Fidelity is not providing immigration sponsorship for this position The Team Asset Management Risk, part of Fidelity's Risk Organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Risk
    $72k-102k yearly est. 1d ago
  • Mission Critical OFCI/Commissioning Lead

    Blackrock Resources LLC 4.4company rating

    San Antonio, TX job

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Now Hiring: Mission Critical OFCI/Commissioning Lead Schedule: 5/10's + 8 hours on Saturdays Start Date: As soon as a qualified candidate is identified Project Type: Mission Critical Data Center If you excel at coordinating complex equipment deliveries, managing vendor relationships, and ensuring commissioning activities stay on schedule, this role offers the chance to support high-visibility data center projects. What You'll Do: You'll serve as the central point of coordination for OFCI equipment from delivery through installation and commissioning. Your work helps keep testing phases (L2-L5) on track and ensures all vendors, subcontractors, and site teams are aligned. Key responsibilities include: OFCI & Commissioning Coordination Manage the OFCI log, including equipment deliveries and push/pull ticket requests. Request deliveries from offsite storage and integrators; resolve delivery conflicts and delays. Use the Star Tool to request vendor resources for L2-L5 testing. Vendor & Subcontractor Collaboration Build and maintain a Smartsheet contact list for OFCI vendors and subcontractors. Coordinate equipment deliveries with site superintendents to align with project schedules. Drive communication between subcontractors and OFCI vendors to resolve installation concerns. Inspection & Documentation Management Oversee QC/Cx inspection documentation and ensure completion one week before H2C. Manage Procore documentation, including equipment testing reviews and inspection tracking. Validate that received OFCI equipment matches approved engineering submittals. Project Tracking & Reporting Maintain a delay log for delivery impacts, vendor responsiveness, and schedule issues; escalate as needed. Track repairs and damages (including part reallocations and trade-related equipment damage). Manage the generator fuel log and coordinate readiness notifications. Track MCM dates in Smartsheet. Meetings & Cross-Team Coordination You'll lead or participate in several recurring project meetings, including: Weekly OFCI Vendor Call: Delivery tracking, trades alignment, replacement coordination, schedule impacts, push/pull tickets. Weekly meetings with site superintendents and electrical contractors: Installation alignment, concern resolution, and schedule coordination. Weekly L2/L3 meetings: Drive observation resolutions, ensure documentation compliance, and update schedule needs. Daily L4/L5 commissioning meetings: Support resolutions and ensure vendor/subcontractor resources are available. Additional: Daily coordination, weekly client meetings, weekly OAC, and weekly MCM meetings. If you're highly organized, thrive in fast-paced construction environments, and enjoy being at the center of project coordination on mission critical builds, this role offers a strong opportunity to contribute to impactful data center projects.
    $81k-114k yearly est. 1d ago
  • Mobile Mechanical Technician

    Malin 3.1company rating

    Addison, TX job

    Malin's Field Service Technicians play in integral part in making sure our customers' equipment remains up and running. You will be responsible for performing preventative and scheduled maintenance on lift trucks, conveyors, and other warehouse equipment; troubleshooting, diagnosing, and completing repairs. Our Technicians are one-of-a-kind - they thrive in supporting and servicing our customers with excellence. Requirements: Safety- and process-oriented in work application and operating a company vehicle Demonstrated abilities and skillset in mechanics, hydraulics and electrical Experience and interest in interacting and supporting business customers Excellent communication skills - listening to customer concerns, documenting work and talking to customers Savvy problem-solver Valid in-state driver's license and ability to pass background screens Highschool diploma or GED Our Support for Technicians: Competitive hourly rate to start with incremental increases based on attendance and performance No flag hours Guaranteed 80 hours per pay period for Technician availability Paid training with our onboarding program and certifications Majority Monday-Friday Schedule within extended Business Hours Overtime Hours Available Quarterly Bonuses Company Vehicle with Fuel Card Uniform self-serve accounts with allowance Work Boot Stipend upon hire Cell Phone reimbursement Tool Purchase Program after technical training completion Career mobility from within - Specialty Technician roles, Team Lead, Manager, Trainer, Sales, Recruiting All Employee Benefits: Full benefits package after 30 days of continuous employment Medical, dental, vision, short- and long-term disability, supplemental medical, legal coverage, ID theft protection, pet insurance Company-paid life insurance policies Employee Assistance Program to all employees and their families 401k with Company Match 7 Paid Holidays Paid Time Off If you have ANY of the following... let's talk. You've graduated from a trade school or 2-year college You've got previous mechanical experience within lift truck, automotive, aviation OR military industry You're mechanically talented - you've been fixing cars since you were a kid What now? Hit the APPLY button to complete our (less than 5-minute) application. Our Recruiter will call you to go over your background. Or contact us directly at ************ and ask to be connected to the Recruiting team
    $41k-52k yearly est. 16h ago
  • Rail Network Supervisor

    Trinity Industries, Inc. 4.5company rating

    The Woodlands, TX job

    RSI Logistics, recently acquired by Trinity Industries Inc., is looking for a Rail Network Supervisor. The Rail Network Supervisor's primary objective is to provide the oversight of the team that handles proactively monitoring loaded and empty railcars from the point of release at the origin to final placement at destination, as well as the storage of railcars. This role is responsible to ensure exceptions are identified, escalated and handled, while informing business partners of any variations to planned trip. Key Responsibilities: Supervise and train the team of railcar coordinators Monitor workload and ensure daily tasks are being accomplished Escalate issues to stakeholders as appropriate Prepare and provide reporting and metrics that demonstrate service levels and areas to improve Understand railcar operations in order to identify potential issues. Take charge of client service issues through to resolution Utilize a cloud-based railcar tracking system to monitor, identify problems, and provide updates to stakeholders Communicate with railroads to troubleshoot issues and delayed railcars. This would involve phone and email communication as logging issues on railroad websites Ensure railcars are travelling along the correct route and going to the correct destination, and on time Understand bill of lading, waybilling, clms, the North American railroad network, and railroad terminology Exude a Goal-driven and continuous improvement mindset Communicate and present information to internal and external stakeholders Qualifications: Bachelor's degree specializing in Business Administration, Supply Chain, Transportation, Logistics or equivalent work experience 5 or more years of experience required in Rail Logistics (rail management/marketing, or rail procurement) with at least 3 years managing employees Proficient in technical writing, good communication skills- attention to detail is critical System savvy (prior ERP experience or Rail TMS experience is highly preferred) Ability to work in a fast paced/dynamic environment and lead a team to accomplish goals Strong MS Office skills Excellent communication and problem-solving skills
    $61k-89k yearly est. 16h ago
  • Internal Medicine - Geriatrics Physician

    MDM Search 4.6company rating

    Richmond, TX job

    Join a highly respected and experienced staff of qualified physicians, NP s and nursing staff Excellent financial package with base plus bonus, sign-on, relocation Comprehensive benefits, malpractice, 401 K, $3,000 CME, all dues, licenses, memberships Minimum telephonic call 25 days of PTO + 5 days CME Earning Potential well over MGMA median Strong economy and low cost of living in area An outdoor enthusiast's dream- hiking, running and biking trails, hunting, golfing, skiing, boating, fishing and kayaking on one of this state s many rivers and lakes, national parks and much more. Responsibilities: Examining patients, taking medical histories, addressing patients' concerns, and answering patients' questions. Diagnosing and treating injuries, illnesses, and disorders. Ordering, performing, and interpreting diagnostic tests and explaining the results to patients. Counseling patients on diet, hygiene, preventative healthcare, and other lifestyle changes. Updating patients' charts and information to reflect current findings and treatments. Qualifications: Knowledge and experience in diagnosing and treating a wide variety of illnesses. Strong communication and interpersonal skills. Good leadership, organizational, and problem-solving skills. Dexterity and detail-oriented abilities. Patience and compassion. Spanish speaking is a huge plus! We have a large Spanish speaking patient base. TOP COMPETITIVE PAY & FULL BENEFITS PACKAGE For more information contact Michael Ryan, VP of Recruitment
    $130k-201k yearly est. 3d ago
  • Commercial Relationship and Servicing Supervisor

    Countryplace Mortgage 3.6company rating

    Plano, TX job

    CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, and manufacturing partners. This position combines high-level commercial account servicing responsibilities with strategic business relationship and sales functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilitie s. ESSENTIAL DUTIES & RESPONSIBILIT IES Strategically engage with factories and dealers to manage high-value commitm ents Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalabi lity Identify operational gaps and lead resolution efforts through process redesign and documenta tion Develop and maintain SOPs, training guides, and workflow documenta tion Monitor KPIs and operational metrics, presenting insights and recommendations to leader ship Lead cross-functional initiatives to align commercial lending operations with broader business g oals Champion system enhancements and automation opportunities, including Solifi optimiza tion Support internal audits and compliance reviews, ensuring adherence to regulatory and company stand ards Serve as a liaison between account management and underwriting to ensure process align ment Oversee and approve complex invoice and MCO transactions with minimal overs ight Analyze credit line utilization trends and advise on optimization strate gies Lead reconciliation of monthly billing statements and ensure financial accu racy Facilitate payment processing and troubleshoot except ions Coordinate third-party inventory inspections and lead resolution of audit discrepan cies Perform payoff workflows, ensuring compliance and timely document deli very Lead onboarding for new dealers, delivering expert-level training and sup port Review and authorize pending orders, applying advanced credit and curtailment anal ysis Ensure accurate and timely data entry into Solifi for approved or ders Provide strategic payoff guidance to dealers and third-party len ders Perform document distribution upon loan pa yoff Implement delinquency management strategies and lead recovery eff orts Partner with underwriting to assess and recommend credit line adjustm ents Manage Help Scout communications and ensure timely resolution of escalated is sues Foster long-term dealer and supplier relationships, acting as a strategic consul tant Audit inspection reports and lead resolution of complex unit discrepan cies Lead financial documentation collection for annual reviews, ensuring compliance and complete ness Draft and execute formal collection communications, supporting legal and credit recovery eff orts Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excell ence Mentor peers and junior Account Managers on best practices and process adher ence Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-ma king Collaborate with the CPM Retail Sales team to process and route for approval dealer eligibility for retail financing prog rams Drive floorplan sales for new and existing territories, managing the full sales pipeline from prospecting to c lose Develop new and expand personal property and mortgage retailer relationships and loan vo lume Scout and onboard new retailers in emerging territories, contributing to market develop ment Represent CountryPlace Mortgage at trade shows, coordinating booth setup and marketing mater ials Assist in developing internal training programs to support cross-functional collabora tion Create compelling and compliant marketing flyers and trade show banners to support sales eff orts Strengthen relationships with Regional Sales Managers (RSMs) and manufacturers to drive strategic align ment POSITION REQUIREMENTS, CAPABILITIES & SKILLSStrategic, self-directed, and highly accou ntable Excellent interpersonal skills and ability to build rapport across diverse teams and c lients Proven ability to design and manage complex operational pro cesses Exceptional interpersonal and leadership skills Mastery of written, verbal, and presentation communi cation Bilingual proficiency pre ferred Expert-level proficiency in Solifi pre ferred Proven ability to manage high-risk accounts and complex colle ctions Consultative approach to client service, balancing business goals with relationship mana gement Comfortable presenting to senior leadership, with the ability to translate operational data into actionable in sights MINIMUM QUALIF ICATIONS Bachelor's degree required, in Finance, Accounting, or Business3+ years B2B sales experience in manufactured housing, RV, or marine; floorplan and retai l lending5+ years of Commercial manufactured housing floorplan experience in loan servicing, collections, and lending o perations7+ years of experience in commercial loan servicing, collections, lending operations, banking or project m anagement Advanced spelling and gramm ar skills Working knowledge on applicable computer software systems to include Microsoft Office and internal softwar e WE OFFERCompeti tive SalaryMedical/Dental/Visio n InsurancePa id Holiday s401K MatchG enerous PTOFS A/HSA PlansLife /Disability/Accidental Insurance and much more!
    $50k-75k yearly est. 3d ago
  • Sr. Forward Deployed Engineer (Palantir)

    Trinity Industries, Inc. 4.5company rating

    Dallas, TX job

    At Trinity Industries, we don't just build railcars and deliver logistics - we shape the future of industrial transportation and infrastructure. As a Senior Forward Deployed Engineer, you'll be on the front lines deploying Palantir Foundry solutions directly into our operations, partnering with business leaders and frontline teams to transform complex requirements into intuitive, scalable solutions. Your work will streamline manufacturing, optimize supply chains, and enhance safety across our enterprise. This is more than a coding role - it's an opportunity to embed yourself in the heart of Trinity's mission, solving real‑world challenges that keep goods and people moving across North America. Join our team today and be a part of Delivering Goods for the Good of All! What you'll do: End-to-End Solution Delivery: Autonomously lead the design, development, and deployment of scalable data pipelines, full applications, and workflows in Palantir Foundry, integrating with cloud platforms (e.g., AWS, Azure, GCP) and external sources (e.g., Snowflake, Oracle, REST APIs). Ensure solutions are reliable, secure, and compliant with industry standards (e.g., GDPR, SOX), while handling ambiguity and delivering on-time results in high-stakes environments. Demonstrate deep expertise in Foundry's ecosystem to independently navigate and optimize complex builds Full Application and Workflow Development: Build comprehensive, end-to-end applications and automated workflows using Foundry modules such as Workshop, Slate, Quiver, Contour, and Pipeline Builder. Focus on creating intuitive, interactive user experiences that integrate front-end interfaces with robust back-end logic, enabling seamless operational tools like real-time supply chain monitoring systems or AI-driven decision workflows, going beyond data models to deliver fully functional, scalable solutions Data Modeling and Transformation for Advanced Analytics: Architect robust data models and ontologies in Foundry to standardize and integrate complex datasets from manufacturing and logistics sources. Develop reusable transformation logic using PySpark, SQL, and Foundry tools (e.g., Pipeline Builder, Code Repositories) to cleanse, enrich, and prepare data for advanced analytics, enabling predictive modeling, AI-driven insights, and operational optimizations like cost reductions or efficiency gains. Focus on creating semantic integrity across domains to support proactive problem-solving and "game-changing" outcomes Dashboard Development and Visualization: Build interactive dashboards and applications using Foundry modules (e.g., Workshop, Slate, Quiver, Contour) to provide real-time KPIs, trends, and visualizations for business stakeholders. Leverage these tools to transform raw data into actionable insights, such as supply chain monitoring or performance analytics, enhancing decision-making and user adoption AI Integration and Impact: Elevate business transformation by designing and implementing AIP pipelines and integrations that harness AI/ML for high-impact applications, such as predictive analytics in leasing & logistics, anomaly detection in manufacturing, or automated decision-making in supply chains. Drive transformative innovations through AIP's capabilities, integrating Large Language Models (LLMs), TensorFlow, PyTorch, or external APIs to deliver bottom-line results Leadership and Collaboration: Serve as a lead FDE on the team, collaborating with team members through hands-on guidance, code reviews, workshops, and troubleshooting. Lead by example in fostering a culture of efficient Foundry building and knowledge-sharing to scale team capabilities Business Domain Strategy and Innovation: Deeply understand Trinity's industrial domains (e.g., leasing financials, manufacturing processes, supply chain logistics) to identify stakeholder needs better than they do themselves. Propose and implement disruptive solutions that drive long-term productivity, retention, and business transformation, incorporating interoperable cloud IDEs such as Databricks for complementary data processing and analytics workflows Collaboration and Stakeholder Engagement: Work cross-functionally with senior leadership and teams to gather requirements, validate solutions, and ensure trustworthiness in high-stakes projects What you'll bring: Bachelor's degree in Computer Science, Engineering, Data Science, Financial Engineering, Econometrics, or a related field required (Master's preferred) 8 plus years of hands-on experience in data engineering, with at least 4 years specializing in Palantir Foundry (e.g., Ontology, Pipelines, AIP, Workshop, Slate), demonstrating deep, autonomous proficiency in building full applications and workflows Proven expertise in Python, PySpark, SQL, and building scalable ETL workflows, with experience integrating with interoperable cloud IDEs such as Databricks Demonstrated ability to deliver end-to-end solutions independently, with strong evidence of quantifiable impacts (e.g., "Built pipeline reducing cloud services expenditures by 30%") Strong business acumen in industrial domains like manufacturing, commercial leasing, supply chain, or logistics, with examples of proactive innovations Experience collaborating with team members and leadership in technical environments Excellent problem-solving skills, with a track record of handling ambiguity and driving results in fast-paced settings Preferred Qualifications Certifications in Palantir Foundry (e.g., Foundry Data Engineer, Application Developer) Experience with AI/ML integrations (e.g., TensorFlow, PyTorch, LLMs) within Foundry AIP for predictive analytics Familiarity with CI/CD tools and cloud services (e.g., AW, Azure, Google Cloud). Strongly Desired: Hands-on experience with enterprise visualization platforms such as Qlik, Tableau, or PowerBI to enhance dashboard development and analytics delivery (not required but a significant plus for integrating with Foundry tools).
    $86k-115k yearly est. 4d ago
  • Talent Acquisition Partner (Mid-Level)

    USAA 4.7company rating

    Plano, TX job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a Talent Acquisition Partner (Mid-Level), you will be instrumental in shaping USAA's talent acquisition strategy by fostering and maintaining exceptional relationships with hiring leaders, prospective candidates, internal partners, and third-party vendors. Your main focus will be on delivering a superior experience for both candidates and our clients (hiring leaders), ensuring every interaction reflects USAA's commitment to excellence. You will proactively develop and recommend innovative recruiting strategies to identify and attract a diverse pipeline of top talent, championing a positive and engaging experience throughout the entire hiring journey by managing the full cycle recruiting process. This includes everything from sourcing candidates to screening, interviewing, and extending offers. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in the Plano, Texas office location. Relocation assistance is not available for this position. What you'll do: Identifies and builds community partnerships to generate candidates in alignment with the organization's hiring and program objectives. Develops and implements creative sourcing strategies to proactively identify candidates and assemble pipeline of talent for open positions. Performs full life cycle recruiting applying various recruitment methods. Partners with internal and external partners to establish community networks and relationships in support of our military, diversity and college hiring requirements with minimal direction. Follows up and follows through on all submitted candidates in a timely manner and ensures that the Applicant Tracking System (Workday) is kept up to date in real time and maintains compliance with all Federal, State and Regulatory requirements. Employing defined job descriptions, develops compelling job posting descriptions to attract talent and strives to differentiate USAA from our competitors. Keeps candidates continually advised with high-touch communication throughout the entire hiring process Negotiates salary per job requisition within approved range maintaining a fiduciary responsibility to the company. Forecasts and handles talent pool size to fulfill workforce plans and hiring objectives. Collaborates with hiring leaders and/or coworkers through the recruiting process while maintaining compliance within external and internal regulatory agencies. Builds candidate pools to meet hiring requirements through leveraging their technical expertise to identify sourcing and networking strategies and tools. Consults with hiring leaders and internal partners to proactively identify strategies to understand business requirements and meet hiring requirements. Serves as a resource to team members. Applies knowledge of relevant human resources discipline(s), specifically employment law, policy and procedures. Ensures risks associated with business activities are successfully identified, measured, assessed, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years of progressive work experience in staffing, general human resources, and/or account relationship management, to include knowledge of applicable employment laws. Demonstrates understanding of recruiting methods and standard methodologies. Knowledge of applicable policies and federal, state, and local employment laws and regulations. Demonstrates knowledge and application of effective screening and interviewing techniques. Proficient knowledge and use of Microsoft Office products and other software to support sourcing tools and techniques. What sets you apart: At least 1 year of experience with full-cycle recruiting for Banking, Property and Casualty, Life and/or Agency lines of business. At least 2 year of experience building and implementing innovative sourcing strategies using a variety of tools and platforms including Applicant Tracking Systems (ATS) and Candidate Relationship Management (CRM) systems. At least 1 year of experience using AI-powered recruiting tools to improve sourcing and screening efforts. Use of data and analytics and reporting tools to track key recruiting metrics and advise decision-making. Experience with the Workday Recruiting module. Certification in recruiting or human resources (e.g., PHR, SHRM-CP, AIRS CIR). Compensation range: The salary range for this position is: $85,040.00 - $162,550.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $85k-162.6k yearly Auto-Apply 2d ago
  • Client Relationship Specialist - Plano, TX

    Charles Schwab 4.8company rating

    Plano, TX job

    Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. To read more about our client offerings visit: Charles Schwab - Investor Services What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 63 license is required (may be obtained under a condition of employment) Notary preferred Minimum 12 months in a client service industry Basic understanding of brokerage regulations and rules that govern client accounts Demonstrated experience handling client concerns and issues with tact and diplomacy Outstanding written and oral communication skills Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to manage multiple client situations, needs and inquiries simultaneously Need be able to build and maintain good cross enterprise working relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $52k-67k yearly est. 16h ago
  • Laboratory Instrument Technician

    Source One Technical Solutions 4.3company rating

    Fort Worth, TX job

    Pay: up to $32/hr o w2 (No C2C or 3rd parties) We are seeking a highly skilled and detail-oriented Laboratory Instrument Technician to support the calibration, qualification, and performance maintenance of laboratory equipment. This role is essential for ensuring data integrity, regulatory compliance, and operational efficiency across our lab systems. Key Responsibilities: Perform routine and scheduled calibrations of laboratory instruments (e.g., HPLC, GC, balances, spectrophotometers). Execute preventive maintenance and performance checks in accordance with SOPs and manufacturer specifications. Lead and support instrument qualification activities (IQ/OQ/PQ) for new and existing equipment. Collaborate with QA and IT teams to implement and maintain Computer System Validation (CSV) and Computer Software Assurance (CSA) protocols. Troubleshoot equipment issues and coordinate repairs or service with vendors. Maintain accurate records of calibration, qualification, and validation activities in compliance with regulatory standards (e.g., GMP, GLP, ISO 17025). Assist in audits and inspections by providing documentation and technical support. Qualifications: Minimum 2-3 years of experience in laboratory instrument calibration and maintenance. Hands-on experience with instrument qualification protocols (IQ/OQ/PQ). Working knowledge of CSV and CSA frameworks in regulated environments. Familiarity with quality systems and regulatory requirements (FDA, EMA, ISO). Strong documentation and organizational skills. Preferred Skills: Experience with calibration management software and electronic documentation systems. Understanding of data integrity principles and risk-based validation approaches. Certification in instrumentation, metrology, or validation (e.g., ASQ CCT, GAMP) is a plus. Other responsibilities as needed: Ensure that lab cleanliness and safety standards are maintained. Develop and qualify new testing methods. Train other analysts to perform laboratory procedures and assays. Perform visual inspections of finished products. Participate in internal assessments and audits as required. Identify and troubleshoot equipment problems. Evaluate new technologies and methods to make recommendations regarding their use. Serve as a technical liaison between quality control and other departments, vendors, or contractors. Coordinate testing with contract laboratories and vendors. Write technical reports or documentation such as deviation reports, testing protocols, and trend analyses. Write or revise standard quality control operating procedures. Supply quality control data necessary for regulatory submissions. Receive and inspect raw materials. Review data from contract laboratories to ensure accuracy and regulatory compliance. Prepare or review required method transfer documentation including technical transfer protocols or reports. Perform validations or transfers of analytical methods in accordance with applicable policies or guidelines. Participate in out-of-specification and failure investigations and recommend corrective actions. Monitor testing procedures to ensure that all tests are performed according to established item specifications, standard test methods, or protocols. Investigate or report questionable test results. Interpret test results, compare them to established specifications and control limits, and make recommendations on appropriateness of data for release. Identify quality problems and recommend solutions. Evaluate analytical methods and procedures to determine how they might be improved. Complete documentation needed to support testing procedures including data capture forms, equipment logbooks, or inventory forms. Calibrate, validate, or maintain laboratory equipment. Compile laboratory test data and perform appropriate analyses. Conduct routine and non-routine analyses of in-process materials, raw materials, environmental samples, finished goods, or stability samples.
    $32 hourly 2d ago
  • Senior Business Analyst

    Tally Group 4.3company rating

    Remote or Houston, TX job

    A great opportunity for a Senior Business Analyst to join our team in Houston, working closely with Tally clients to drive the energy future! Tally Group is arguably the fastest growing energy software provider in the world (and our people grow just as fast!). Headquartered in Australia, we design and build agile solutions for real world problems. Having invested heavily in our retail ecosystem in 2024, we're now expanding our industry-leading capabilities around the world. Our role is to enable energy retailers to hit their targets with cutting-edge technologies, helping to reshape the way their customers buy, sell and engage with energy. Our Houston office is part of a mighty team of globally dispersed employees, promoting flexible working options and diverse collaboration. We are ambitious, fast-paced and thriving at the leading edge of transformation. Will you join us? What you'll be doing Reporting to the US Delivery Lead, you'll be working in a team that moves at pace! The team work on projects that are smaller in scale with rapid turn arounds, requirements are defined for Developers in hours not days. You'll be part of a distributed team that works across 4 countries, which does require some meetings outside of usual business hours. You'll be responsible for: Writing user stories translating complex problems into requirements Developers can action Working with Solution Architects to groom requirements End-to-end analysis, modelling, and documentation of requirements to drive system enhancements, service optimization, and stakeholder-aligned project outcomes. Analyzing and prioritizing customer and compliance requirements to identify and recommend product and process improvements that enhance effectiveness, reduce risk, and support regulatory alignment. Building and managing great stakeholder relationships to support the successful delivery of projects and exceptional customer experiences. Supporting user acceptance testing by verifying issues and providing timely, accurate documentation to ensure business readiness and solution integrity. What we're looking for Our people are change makers of the energy future! To thrive at Tally Group, you will need to have a curious and collaborative spirit. You must be customer-centric, a strong communicator and have a can-do attitude. In addition, and specific to this role: Able to step back, pause and think critically about the correct approach before diving in Proven experience in prioritization and compliance-driven change delivery. Deep understanding of Software Development Life Cycle, business analysis, and process modelling, with strong documentation standards, especially user stories Skilled in stakeholder engagement and cross-functional collaboration Strong Jira and Excel skills. Data focused approach - SQL experience is a bonus! What we offer Competitive remuneration within a supportive and collaborative team Flexible working arrangements to suit your lifestyle Vibrant office environment in the beautiful, tree-filled community of The Woodlands Health insurance options Employee referral bonuses Access to our comprehensive wellness program and other wellbeing initiatives An annual bonus day off to celebrate you! Hybrid role with 2-3 days in office. We're open to remote working for the right person, provided they're available to travel to Houston for up to a week at a time. Tally Group stands at the forefront of technological innovation within the energy retail industry. Our talented global team is dedicated to driving digital transformation and operational efficiency for our clients. We aim to empower the energy sector with cutting-edge technology that brings real business results.
    $99k-129k yearly est. 2d ago
  • Program Manager- (Bank Channel)

    Paymentus 4.5company rating

    Addison, TX job

    We are seeking a highly organized, detail-oriented, and dynamic Program Manager to manage the critical communication and coordination for all software implementations related to our banking partnerships. This role is the central point of contact, acting as a crucial bridge between our internal technical and business teams and our external banking partners. You will ensure seamless, timely, and successful execution of all software deployments, upgrades, and integrations, from initial planning through post-implementation review. Key Responsibilities External Partnership Management Primary Point of Contact: Serve as the main liaison for all implementation-related activities with assigned banking partners. Requirements Gathering & Documentation: Collaborate with banking partner stakeholders to define, document, and validate business and technical requirements for new software implementations and feature deployments. Communication Flow: Establish and maintain a clear, consistent, and proactive communication rhythm (including status updates, risk alerts, and milestone confirmations) with external stakeholders and executives. Issue Resolution: Manage, track, and escalate implementation issues, risks, and changes on behalf of the banking partner, driving them to internal resolution. Documentation & Sign-off: Coordinate the delivery of necessary external documentation (e.g., technical specifications, user guides) and secure formal approvals or sign-offs at critical project phases. Internal Coordination & Project Oversight Cross-Functional Liaison: Act as the voice of the partner internally, translating external needs and technical specifications for internal teams, including Product Management, Software Development, Quality Assurance (QA), and Operations. Implementation Scheduling: Work with internal project managers and technical leads to develop and manage detailed implementation timelines and resource allocation plans. Status Reporting: Generate and distribute comprehensive internal status reports, highlighting project health, key milestones achieved, and potential roadblocks to management and executive teams. Testing Coordination: Facilitate User Acceptance Testing (UAT) with banking partners and internal QA teams, ensuring all reported issues are addressed prior to go-live. Handover & Support: Coordinate the smooth transition of the implemented software and partnership to our dedicated post-implementation support and relationship management teams. Qualifications Required Experience: Minimum of 8 years of experience in a Project Management, Technical Account Management, Business Analyst, or Implementation Specialist role, preferably within the FinTech or Banking/Financial Services industry. Technical Acumen: Proven ability to understand and discuss technical concepts (e.g., APIs, system integration, software deployment lifecycles) and translate them into non-technical business implications. Communication Skills: Exceptional verbal and written communication, presentation, and negotiation skills, with the ability to effectively communicate with both technical teams and executive-level external partners. Organizational Skills: High proficiency in project management methodologies and tools with a demonstrated ability to manage multiple complex implementations simultaneously. EEO Statement Paymentus is an equal opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, national origin, ancestry, citizenship status, religion, marital status, disability, military service or veteran status, genetic information, medical condition including medical characteristics, or any other classification protected by applicable federal, state, and local laws and ordinances. Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment. Reasonable Accommodation Paymentus recognizes and supports its obligation to endeavor to accommodate job applicants and employees with known physical or mental disabilities who are able to perform the essential functions of the position, with or without reasonable accommodation. Paymentus will endeavor to provide reasonable accommodations to otherwise qualified job applicants and employees with known physical or mental disabilities, unless doing so would impose an undue hardship on the Company or pose a direct threat of substantial harm to the employee or others. An applicant or employee who believes he or she needs a reasonable accommodation of a disability should discuss the need for possible accommodation with the Human Resources Department, or his or her direct supervisor.
    $68k-114k yearly est. 2d ago
  • Commercial Credit Analyst II

    Countryplace Mortgage 3.6company rating

    Plano, TX job

    ABOUT THE ROLE CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Commercial Credit Analyst II to help grow our Commercial Lending Department. This in-person role is in our Plano, TX office. The Commercial Credit Analyst II will complete financial analysis for floorplan lines, floorplan buyouts and other commercial lending, including real estate and revolving lines of credit. ESSENTIAL DUTIES & RESPONSIBILITIES Underwriting commercial loan requests for new and existing relationships by analyzing the financial condition utilizing financial statements, tax returns, CPA statements, bank statements, and other necessary documentation Cash flow analysis and pro forma forecasting and scaling Full understanding of entity legal ownership structure and ability to provide clear, concise explanation of them Ensure appropriate security instruments are recommended based on risk profile and ownership structure Present recommendation, details and financial analysis to the appropriate authority level Ownership of UCC process (filing, search and notification) to ensure properly perfected Timely communication to stakeholders (Dealer, Manufacturer, Sales and Management) through the process Obtain answers to any questions regarding financials, credit line requests, structure, and other relevant factors Maintain a stakeholder focus throughout the underwriting process, exceeding service level commitments Prepare legal documents and follow up to ensure necessary documentation is received Final review of loan documentation and audit prior to loan funding Periodic account reviews and maintenance Support the development of junior analysts by sharing knowledge, answering questions, and modeling effective credit analysis techniques Assist in training new team members, helping them understand tools, processes, and credit policies Provide coverage during team absences to maintain workflow continuity Join complex credit reviews to build subject matter expertise Contribute to a collaborative team by offering peer-to-peer feedback and promoting open communication Participate in complex credit reviews alongside senior analysts, gradually building subject matter expertise. Complete ad hoc projects as needed POSITION REQUIREMENTS, CAPABILITIES & SKILLS Superior analytical skills Excellent verbal and written communication skills Outstanding organizational and project management skills Advanced interpersonal skills to collaborate with stakeholders Strong work ethic with an ability to meet deadlines while multi-tasking Ability to identify and resolve problems in a timely manner Willingness to learn and grow in a fast-paced environment Effective decision-making, customer service and problem-solving skills Strong attention to detail and accuracy Ability to work effectively in a team environment MINIMUM QUALIFICATIONS BA/BS degree required in Finance, Accounting, or Business 14+ months of Manufactured Housing Commercial lending experience OR 2+ years of experience in commercial credit, structuring, and financial statement analysis, banking, finance, and/or loan servicing Intermediate to advanced MS Office skills in Excel, Word and PowerPoint WE OFFER Competitive Salary Medical/Dental/Vision Insurance Paid Holidays 401K Match Generous PTO FSA/HSA Plans Life /Disability/Accidental Insurance and much more!
    $51k-69k yearly est. 2d ago
  • Linux Technical Support Engineer

    Source One Technical Solutions 4.3company rating

    Austin, TX job

    Source One is a consulting services company and we're currently looking for the following individual to work as a consultant to our client, an autonomous vehicle company in Austin, TX. Job Title: Technical Support Engineer - Contractor Pay Rate: $34/hr (W-2) Initial Duration: 12 months Work Schedule: Evening shift, 2:00pm-11:00pm, Tuesday-Saturday Description: Seeking a Technical Support Engineer to perform in-depth diagnostics on robot systems running NixOS, restore services, and clearly document and escalate incidents to development teams when needed. In this role, you'll work directly on live systems, analyzing logs, troubleshooting via SSH, and managing internal services to ensure operational reliability. The ideal candidate is a technically curious, analytical problem-solver with strong communication skills and a methodical approach to troubleshooting. You're comfortable working hands-on in Linux environments, learning new tools quickly, and taking ownership of issues from diagnosis through resolution. As a Technical Support Engineer, you'll: - Diagnose onboard robot systems via SSH, performing rapid triage and resolving hardware/software issues. - Review system health and logs (uptime, CPU/RAM/disk usage, time sync, systemd status, journalctl, dmesg) and execute updates or service restarts as needed. - Maintain NixOS systems, verify version integrity, and complete post-update health checks. - Use command-line tools for configuration, navigation, and log collection (grep, awk, sed, tar, nano/vim, chmod/chown, tmux). - Conduct basic network diagnostics (ip addr/link/route) and analyze Grafana dashboards to correlate and confirm system alerts. - Support hardware-level troubleshooting by identifying faulty components and validating replacements. - Communicate effectively across teams using Slack and YouTrack, maintaining precise documentation of actions and findings. Daily Tasks: - Diagnostics on onboard systems via SSH - Connect to robots over ssh, usage of internal pipeline utilities for check up and debug - Working with dashboards, analyzing log files, identifying anomalies - Perform rapid triage checking uptime, CPU/RAM/disk check-up, free space checks, time/synchronization health Required Skills: - Strong Linux CLI skills and comfort working on production hosts via SSH - Proven ability to interpret system/service logs and reason from symptoms to root causes - Practical knowledge of systemd/journalctl and basic networking tools - Familiarity with NixOS concepts and workflows (or readiness to learn quickly) - Clear written communication (incident notes, escalation summaries)
    $34 hourly 3d ago

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