:The CMG Financial Services Team Lead serves as the liaison between the CMG Financial Services Department supervisor and staff. The Financial Services Team Lead will assist with education, training and coverage in various areas, ensuring that all team members are following departmental policies, goals, and workflows.
The CMG Financial Services Team Lead will communicate with coders, insurance specialists, audit and compliance, and various other departments regarding billing and financial information.
Education: ▪ Required: High School Diploma or Equivalent Experience: ▪ Required: 1 year of customer service or financial services experience ▪ Preferred: 2 years of experience in customer service, financial services, leadership, or administrative support Skills: ▪ Excellent verbal and written communication skills ▪ Able to work independently and collaboratively in teams ▪ Proficient Computer skills ▪ Medical Terminology and Insurance Claim/AR Follow-up Licensure/Certification/Registration: ▪ N/A
A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent service. Preferred skills include effective communication and proficiency in Microsoft Office tools. Competitive compensation and benefits are included, with a focus on diversity and inclusion in the workplace.
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$69k-103k yearly est. 3d ago
Private Banking Communications Partner
Citizens Bank 3.7
San Francisco, CA job
Do you want to work on a high-energy, award-winning communications team? Citizens is seeking an enthusiastic and responsible communications professional to join our team as a Communications Partner, Private Banking Specialist. This role offers an exciting opportunity to develop integrated internal and external communication initiatives for Citizens' growing Private Banking division.
This position will develop and execute strategic communications programming that promotes Citizens Private Bank's business priorities - both nationally and in key regional markets - while also helping advance Citizens' overall corporate brand and reputation. The role will involve helping drive integrated communications strategy and content, spanning executive communications, internal, and external communications, to amplify the company narrative, engage colleagues and drive earned media coverage.
The ideal candidate will possess excellent written and verbal communication skills, a strong understanding of communication strategies, and a passion for storytelling. If you are a creative, results-driven professional with background in internal communications, corporate communications or public relations, we would love to hear from you!
Primary responsibilities will include:
Communications planning: Manage integrated and internal and external strategic communications plans and programming that align with the Private Bank's business priorities. Shape and guide the communications narrative through engaging, integrated communications tactics.
Stakeholder relationship management: Collaborate with cross-functional teams to gather information and develop key messaging for communications initiatives. Develop a rapport with business leadership and partners, providing guidance as needed.
Tactical execution: Create and deliver engaging and compelling writing and verbal communication for internal and external audiences. Write talking points, briefing documents, leader messages, intranet articles, press releases, key messages, media statements, social media and award submissions. Support senior-level executive communications and town halls, including event planning, logistics, talking points and decks.
Media Relations: Build relationships with media outlets, industry influencers, and other stakeholders to promote and grow Citizens Private Bank's brand reputation. Represent Citizens at media interviews/meetings, industry events, conferences, and speaking engagements. Manage and maintain earned media coverage tracker.
Monitoring and measurement: Identify key metrics and manage measurement plan to ensure communication activities are efficient, effective, and scalable. Measure the effectiveness of communication efforts and make recommendations for improvement.
Trendspotting: Monitor industry trends and proactively identify storytelling opportunities to enhance Citizens' brand and reputation. Conduct market research and gather data and insights to enhance storytelling.
Experience and Skills
3+ years of experience in external communications and/or internal, ideally within a dynamic, fast-paced environment or PR agency.
Experience in financial services and/or corporate communications is highly desirable.
A passionate, confident writer. Strong written and verbal communications skills, as well as editing, proofreading, and presentation design skills.
Strong storytelling skills, with the ability to craft messages that connect and resonate across a diverse audience.
Experience working at an established brand is a plus, and eagerness to learn more about the banking industry.
Extremely organized with the ability to manage multiple projects and meet deadlines.
Adaptable, proactive, creative, and forward-thinking.
Education
Bachelor's degree, preferably in communications, marketing, journalism, or related field required.
To thrive as a colleague at Citizens, candidates must demonstrate a strong customer‑centric mindset, exhibit persistence and resilience in the face of challenges, and embrace continuous learning to adapt and grow in a dynamic environment.
Hours and Work Schedule
(4 days in office, 1 day remote)
Hours per Week: 40
Work Schedule: Monday-Friday
This position will be based at our corporate office in San Francisco, CA and is required to be in the office 4 days each week.
Pay Transparency
The salary range for this position is $68,500-$100,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time‑away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Citizens will not sponsor an applicant for a work visa, such as an H-1B, for this position.
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Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
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A leading tech company in San Francisco is seeking an Events Manager to plan, execute, and manage enterprise-focused events. You will work closely with Sales and Marketing to ensure high-quality event experiences for senior stakeholders. The ideal candidate should have over 5 years of B2B events management experience in a high-growth environment and be adept in logistics and vendor negotiations. This role includes travel (40-50%) and offers a competitive Total Rewards package, including unlimited PTO and a lucrative bonus plan.
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$92k-123k yearly est. 3d ago
Senior Capital Markets & Credit Analytics Lead
Goodleap, LLC 4.6
San Francisco, CA job
A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth.
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$105k-140k yearly 3d ago
Nonprofit Canvass Director for Local PBS & NPR Station - $24/hr
Donor Development Strategies 3.7
San Diego, CA job
Donor Development Strategies (DDS) in collaboration with your local PBS & NPR station is searching for a dedicated Nonprofit Canvass Director to lead our grassroots efforts. This crucial role involves fundraising and community engagement to support public media outlets like PBS and NPR. We offer a structured 40-hour work week along with comprehensive benefits, including healthcare options, dental and vision plans, a 401(k), and Paid Time Off.
Role Overview and Responsibilities
The Nonprofit Canvass Director is a pivotal position where you will lead, manage, and inspire a team to meet and surpass fundraising targets. If you are passionate about public media and excel in leadership, we encourage you to apply.
Field Leadership and Fundraising
Lead by Example: Participate in field canvassing 4-5 days per week.
Training: Implement comprehensive training for canvassing staff to ensure achievement of goals.
Performance Targets: Meet and exceed minimum set quotas for fundraising and canvassing activities.
Staff Management and Development
Supervision: Create and implement effective training plans for new and existing staff.
Accountability: Ensure staff adherence to schedules, quality standards, and professional protocols.
Administrative Duties
Data Management: Collect and ensure the accuracy of data related to daily operations and fundraising efforts.
Resource Management: Oversee the security and confidentiality of donor contributions and reach goals in financial stewardship.
Communication and Collaboration
Team Engagement: Maintain open communication channels within the director team and report to the Project Manager.
Professional Liaison: Represent DDS professionally in all interactions with stakeholders and team members.
Preferred Qualifications and Skills
Experience: Prior experience in canvassing, fundraising, organising, or leadership roles is highly desirable.
Technological Proficiency: Familiarity with Microsoft Office and cloud-based storage platforms is essential.
Communication: Outstanding verbal and written communication skills are necessary for public and team interaction.
Organisational Skills: Strong attention to detail, exceptional time management, and multi-tasking capabilities.
Work Environment and Physical Requirements
Canvassing: Ability to commit to up to 5 hours of outdoor walking most days per week.
Flexibility: Must be available to work Saturdays and possibly some holidays.
Compensation and Benefits
Salary: Competitive pay of $24.00 per hour with potential for bonuses based on fundraising success.
Benefits Package: Includes healthcare, vision, dental, 401(k) with employer contributions, and Paid Time Off.
Reimbursements: Mileage reimbursements at the IRS Rate for work-related driving.
If you are passionate about making a difference through public media and meet these qualifications, your next career opportunity awaits with us!
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$24 hourly 20h ago
Head of Enterprise Risk
Cambridge Associates LLC 4.8
Boston, MA job
Head of Enterprise Risk page is loaded## Head of Enterprise Riskremote type: Hybridlocations: Bostontime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR0000036**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe. We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk directs CA's risk management strategy, leading a team of risk professionals to deliver on that strategy. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.**Job Description:****Duties and Responsibilities**· Set the direction and the pace for the implementation of risk management framework, processes and practices across CA, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored· Lead and manage the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness· Provide quarterly Enterprise Risk Reports to firm Management and to the Audit and Risk Committee· Serve as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with the responsibility for recommending remediation, further assessment of functions/process areas, and escalation of risks to Management for resolution and/or further discussion.· Partner with the Chief Compliance Officer as the ‘second line of defense', to identify and escalate risks as appropriate, and to guide the business to report, mitigate and monitor risks, and to report issues, risk events and errors in accordance with firm procedures· Align with our business-line risk professional to identify and optimize risks that could enhance our competitive business advantage, and to develop mitigation strategies to address risks that could impact our strategy and our ability to function in compliance with regulations· Partner with business leaders across our client facing business units and our support functions to drive change through the implementation of risk mitigation strategies· Support the regional and functional risk committees· Drive the implementation of our GRC (Governance, Risk and Compliance) tool in support of proactive risk management and ongoing visibility, monitoring and assessment of risks across all aspects of our business· Manage the Enterprise Risk Plan, assuring that resources are deployed accordingly and that the plan aligns with the top risk areas as identified through business area risk workshops and risk assessments· Maintain the Risk Taxonomy for the firm, driving a common risk language and a common understanding of both ongoing and emerging risks accordingly· Maintain the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, assuring that updates are made as needed and in a timely manner· Provide subject matter expertise and manage the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to effectively measure business unit objectives* Collaborate with Compliance, Internal Audit and Error Reporting functions to mature the risk culture at CA and to identify risks to our clients, our firm strategy and to our colleagues, recommending mitigations that are actionable and measurable**Qualifications**· Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm· Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework· Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting· Broad-based operational perspective and understanding of the processes and controls of an investment management firm· Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners· Deep understanding of global investment management regulatory environment· Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly· Ability to interact with and build relationships with colleagues at all levels of the organization, focusing on collaboration to achieve results in support of firm strategy and goals; including communicating with executive- and Board-level stakeholders.· Bachelor's degree required, advanced degree desirable Base salary range for this role:Pay Range Minimum:177300Pay Range Maximum:241100In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment.
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$161k-210k yearly est. 1d ago
US Corporate Tax Leader | Team & Client Mentor
Escalon Services Inc. 4.1
Palo Alto, CA job
A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions.
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$80k-132k yearly est. 2d ago
Chairman, Board of Review
Commonwealth of Massachusetts 4.7
Boston, MA job
Chairman, Board of Review (Job ID: 250007W2)
The Department of Unemployment Assistance (DUA) administers the Unemployment Insurance (UI) program, which provides temporary income assistance to Massachusetts workers who are unemployed through no fault of their own and who are able to work, available for work, and looking for a job.
Overview
The Board of Review is an independent, three‑member quasi‑judicial board. Its members hear appeals of unemployment insurance claims and other unemployment matters before a case may be appealed to court. As Chairman, you will oversee the board, its staff, and the administration of the board's duties.
Responsibilities
Develop policy regarding the interpretation of the Massachusetts Unemployment Insurance Law through the board's decisions as the final administrative tribunal prior to the courts;
Render decisions on appeals of claimants and employers from decisions of the Commissioner allowing or denying the payment of benefits and on employers' subjectivity to the law;
Conduct de‑novo hearings in unemployment compensation cases where claimants and employers are engaged in labor disputes, often involving groups of claimants, employers, counsel, and labor union representatives;
Make decisions at hearings regarding the introduction of evidence, issuance of subpoenas, and requests for continuance;
Oversee the board's administrative and legal staff, develop policy related to Massachusetts UI Law, and provide legal counsel to the board.
Qualifications
Licensed to practice law in Massachusetts;
Experience with administrative law or quasi‑judicial proceedings preferred;
Strong analytical, writing, and oral communication skills.
Additional Information
Official Title: Program Manager Specialist VII
Agency: Department of Workforce Development
Job Type: Full‑time, Day shift
Location: Primary location unspecified (departmental offices)
Openings: 1
Salary: $100,839.08 - $155,529.95 per year
Bargaining Unit: M99‑Managers (EXE)
Potential Hybrid Schedule: Yes
Diversity & Equal Opportunity Contact: Dennis Johnson (************)
Confidential Position: No
For diversity, affirmative action, or equal employment opportunity questions, or to request a reasonable accommodation, please contact the Diversity Officer / ADA Coordinator: Dennis Johnson - ************.
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$100.8k-155.5k yearly 3d ago
Underwriter
Commercial Bank of California 4.1
Santa Rosa, CA job
Salary Range:$90,000.00 To $150,000.00 Annually JOB SUMMARY With minimum supervision, provides direct support to Loan Officers to develop and analyze all relevant credit information pertaining to more complex commercial and business loans. Prepares or assists in the preparation of, Credit Authorizations in accordance with Bank's policies and procedures for presentation to senior credit personnel and/or credit committees. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares thorough analysis of business and/or personal financial statements and presents facts and is expected to provide personal analytical opinions, as appropriate, concerning creditworthiness of existing borrowers and prospects.
PRIMARY FUNCTIONS Interacts directly with loan officers and customers/prospects regarding commercial business loans.Prepares accurate financial statement spreadsheets and debt service analysis derived from business and personal financial statements and tax returns.Prepares accurate Credit Authorization's in conjunction with loan officers and presents a complete and thorough analysis of existing and potential borrowers.Recognize and act on customer prospects, cross sell opportunities with existing customers.Make proper referral of loan opportunities to lending personnel.Interacts independently, without direction with customers/prospects to request financial information to complete spreading presentations and other financial analysis.Assists in the accurate determination of a borrower's debt service capacity in conformity to the type of credit analyzed.Reviews loan agreement covenants for verification of the compliance thereto.Accurately prepares financial projections as required.Maintains an accurate, up-to-date tracking log of all activity and credit arrangements in process.Collects industry information relevant to existing and proposed borrowers using internal & external sources.Consult with the President, Chief Credit Officer, Credit Administration Officers, and other Loan Officers, on credit structure, pricing, collateral and other credit consideration issues. Gather information from the Bank's LAS system to compute lending liability to the Bank.Conducts trade and reference checks on customers/prospects.Review documentation to ensure compliance with Bank policy and procedures.Performs special projects as designated by the Credit Administration. QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE: Bachelor's degree (B. A.) from four-year college or university; or 5+ years related experience and/or training; or equivalent combination of education and experience. Knowledge of: Basic knowledge and training in financial statements and tax return analysis typically from a combination of education in accounting, financial and/or credit analysis.Intermediate proficiency with Microsoft Office Suite (Word,Excel, PowerPoint, Outlook, Teams). Working knowledge of Abrigo a plus.Strong understanding of all related State and Federal lending regulations and Bank policies and procedures.Advanced knowledge of commercial, C&I, commercial real estate policies, practices and procedures.
Abilities:Possess strong sales and marketing ability to sell Bank Services.Manage priorities to ensure effective accomplishment of objectives.Handle high volume of workflow from various sources.Plan, organize and prioritize tasks to meet deadlines.Lead and motivate employees to complete tasks in accordance with established standards.Analyze and solve work problems.Follow oral or written instructions.Communicate effectively with co-workers, consultants, regulators, and other parties.Prepare clear and concise reports and other documentation and correspondence.
$90k-150k yearly 4d ago
Customer-Centric AI Deployment Engineer
Truth Systems 4.5
San Francisco, CA job
A technology firm focused on AI safety is seeking a candidate for a mission-driven role that melds engineering with customer empathy. You will be responsible for leading client integrations of trust and safety software, ensuring successful product adoption while also translating client feedback into actionable improvements. This in-person role is based in San Francisco and includes regular travel across the U.S. Competitive salary and equity are offered.
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$103k-144k yearly est. 20h ago
Investment Banker - Pharma/BioTech - Vice President
Jpmorgan Chase & Co 4.8
San Francisco, CA job
Job Information
Job Identification 210562876
Job Category Client Management
Business Unit Corporate & Investment Bank
Posting Date 11/05/2024, 10:38 PM
Job Schedule Full time
Job Description
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and
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$155k-236k yearly est. 4d ago
Emerging Middle Market Commercial Banker VP
Jpmorgan Chase & Co 4.8
San Diego, CA job
A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies.
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$64k-112k yearly est. 3d ago
CRA Administration Officer
Cathay Bank-Headquarters 4.4
El Monte, CA job
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank.
ESSENTIAL FUNCTIONS
Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed.
Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests.
Ensure that all department policies and procedures are updated in a timely manner.
Represent the Bank and CRA team at various community events and bank sponsored events.
Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment.
Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings.
Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings.
Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations.
Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity.
Maintain current information for the Intranet, Public File, Bulletin, forms and charts.
Assist with CRA activity performance tracking in other areas as needed.
Complete assigned training courses in a timely manner.
QUALIFICATIONS
Education: Bachelor's degree is preferable in Business, Accounting, or Finance.
Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred.
Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities.
OTHER DETAILS
$33.65 - $48.08 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
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Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$33.7-48.1 hourly 1d ago
Vice President, B2B Marketing
Mastercard 4.7
Boston, MA job
Vice President, B2B Marketing page is loaded## Vice President, B2B Marketinglocations: Purchase, New York: Boston, Massachusetts (225 Franklin St): Miami, Florida: Arlington, Virginiatime type: Full timeposted on: Posted Yesterdayjob requisition id: R-265304**Our Purpose***Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.***Title and Summary**### Vice President, B2B Marketing### Overview The Vice President of Insights & Intelligence Portfolio Marketing is responsible for driving growth, adoption, and customer engagement for Mastercard's I&I portfolio. Acting as the ‘mini CMO,' this leader shapes and executes marketing strategies aligned with the 2026 Services strategy, partnering closely with Product, Strategy, Commercialization, and Services Marketing to deliver differentiated value across geographies, customer segments, and go-to-market channels. Key Responsibilities Strategic Portfolio Leadership • Transform I&I marketing from fragmented product-level efforts to a unified, scalable, customer-centric approach. • Develop and execute data-driven marketing strategies to accelerate portfolio growth. • Champion a unified story for I&I, ensuring consistent messaging across products, channels, and functions. • Drive awareness and engagement through multi-channel marketing plans targeting C-suite, decision makers, and user personas. • Activate demand by improving conversion within existing funnels and opening new revenue routes through partner and network motions. • Lead a team of product marketers to establish foundational marketing strategy, including audience definition, value positioning, campaign design, and product prioritization. Team & Stakeholder Leadership • Lead and inspire a geographically and functionally diverse team, fostering high performance, innovation, and continuous improvement. • Build team capabilities in stakeholder communication, business alignment, and visibility of marketing impact. • Provide clear direction, feedback, and professional development opportunities. Market Expertise & Influence • Serve as the expert on buyer personas, competitive landscape, and strategic GTM motions, building use-case narratives and driving the portfolio's shift towards buyer-based, AI and API-first solutions. • Influence cross-functional teams and regional leaders to drive adoption and sales, leveraging insights to inform strategy and execution. Performance Management & Measurement • Deliver regular updates on marketing performance, ROI, and market trends, providing actionable recommendations. • Develop and implement measurement frameworks aligning marketing impact with revenue mechanics. • Lead monthly business reviews, offering a holistic view of marketing impact and sales enablement. Collaboration & Cross-Functional Alignment • Act as the central liaison for integrated portfolio marketing, building strong relationships across Communications, Product, Sales, Partner, Digital, Field, and Customer Marketing teams. • Partner with Services Marketing, Communications, and IMC to launch Tier 1/Big Bet activations and unified narratives. • Ensure seamless communication and alignment of objectives, driving unified marketing strategies. • Develop standardized sales enablement tools and training programs. • Collaborate with channel partners to maximize impact at key events. Innovation & Future-Readiness • Prepare for business evolution by developing scalable marketing systems supporting network-led and self-service models, including embedded use cases, API developer marketing, and agentic consulting. • Operationalize self-service GTM and support transition to platform-based, AI-enabled solutions. • Build and launch a thought leadership engine in partnership with global Advisors and consulting. Requirements • 10+ years in B2B Product Marketing and GTM roles, ideally with SaaS experience and knowledge of Financial Institutions and Retail segments. • Proven success in large, complex matrix organizations and high-growth, customer-centric teams. • Deep understanding of B2B positioning, demand generation, and funnel management. • Experience managing and/or co-owning product/portfolio P&L in a growth business. • Demonstrated team leadership, including managing managers and building high-performing teams. • Exceptional communication, collaboration, and stakeholder management skills. • Ability to prioritize and manage multiple projects in a fast-paced environment. Preferred Qualifications • Experience in marketing, consulting, and SaaS industry. • Experience partnering with major account sales teams. • MBA or advanced degree in marketing or related field.### Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable\_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.### **Corporate Security Responsibility**All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:* Abide by Mastercard's security policies and practices;* Ensure the confidentiality and integrity of the information being accessed;* Report any suspected information security violation or breach, and* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.### In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.**Pay Ranges**Purchase, New York: $217,000 - $359,000 USD### Arlington, Virginia:
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$217k-359k yearly 4d ago
Senior SAP Security Consultant
Fintech Staffing Partners 4.2
Saint Louis, MO job
Senior SAP Application Security Configurator (GRC / Security)
Duration: 12-month contract
Security Requirement: U.S. Citizen with Active Secret Clearance (mandatory)
We are seeking a Senior SAP Application Security Configurator to lead and execute SAP User Management and Security activities within a highly regulated environment. This role is hands-on and strategic, responsible for SAP access design, role provisioning, Segregation of Duties (SoD) compliance, and SAP GRC security configuration across the full system lifecycle.
The ideal candidate brings deep SAP Application Security and GRC expertise, is comfortable operating in an onsite delivery model, and can lead both technical execution and governance activities while mentoring junior team members.
Key Responsibilities
Lead SAP User Management (UM) activities, including role creation, access provisioning, audits, and ongoing access maintenance
Design, develop, configure, and test SAP GRC security components
Perform role design and provisioning aligned with SoD policies, internal controls, and security standards
Conduct SoD risk analysis, remediation support, and access reviews
Support User Acceptance Testing (UAT), production cutover, and post-go-live hypercare activities
Lead role design reviews and ensure proper security documentation and audit readiness
Collaborate with functional, technical, and compliance stakeholders to ensure secure system design
Mentor junior SAP Security team members and support planning and delivery activities
Required Qualifications
8+ years of hands-on SAP Application Security experience
Expert-level experience with SAP GRC and SAP role design
Strong knowledge of User Access Management, SoD concepts, and compliance controls
Experience supporting UAT, go-live, and post-production environments
CompTIA Security+ certification
U.S. Citizenship with active Secret Clearance (required)
Ability to work 100% onsite in St. Louis, MO
Preferred Skills
Experience supporting SAP security in highly regulated or government-adjacent environments
Strong documentation, communication, and stakeholder management skills
Experience mentoring or leading junior security resources
$84k-110k yearly est. 20h ago
Director of Technology and Systems
KLR Executive Search Group LLC 4.2
Seekonk, MA job
KLR Executive Search Group is proud to partner with Moss Home Solutions, one of the fastest-growing real estate investment platforms in the Northeast. Moss Home Solutions is making a critical hire for 2026 and is seeking a Director of Technology & Systems to own and scale its systems infrastructure with Salesforce at the center.
This is a builder's role-not a vendor management seat. The Director of Technology & Systems will be the single-threaded owner of the company's systems environment and will report directly to senior leadership. This role carries full ownership for how systems power sales, operations, marketing, reporting, and leadership decision-making.
Key Responsibilities Include:
Architect and own the end-to-end systems ecosystem with Salesforce as the core platform.
Design and implement workflows supporting sales, operations, marketing, reporting, and finance.
Serve as the internal Salesforce product owner, personally building automations, flows, integrations, dashboards, and reporting.
Expand Salesforce beyond a traditional CRM into a true operating system for the business.
Identify and implement high-impact automation and AI-driven solutions. Own execution from system design through rollout, training, adoption, and optimization.
Begin as a hands-on individual contributor and build an internal systems and technology team over time.
Manage vendors and consultants without outsourcing system ownership or strategic thinking.
Qualifications:
7+ years of experience in systems, technology, or CRM leadership roles.
Deep, hands-on Salesforce experience (certifications optional; capability mandatory).
Proven ability to build scalable systems in fast-growing, founder-led environments. Builder mentality with urgency, ownership, and bias toward execution.
Comfortable operating in ambiguity and creating structure where little exists.
Compensation & Benefits:
Base salary range of $165,000-$180,000.
Bonus opportunity of up to 20%, tied to execution, adoption, and business impact.
Comprehensive benefits package.
In-person role based in Seekonk, MA, with some flexibility.
$165k-180k yearly 20h ago
Teller - Taraval Area
First Bank 4.6
San Francisco, CA job
Banking Specialist I
This position, Banking Specialist I, may be called by many other names: Teller, Client Service Representative, Member Services, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You are the front line or first point of contact providing client service for our clients, and you specialize in the products and services that help our clients meet their current and future financial needs.
What You Will Be Doing
Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM, and vault, if needed. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
Furthering personal development by actively seeking out and maintaining basic product knowledge of all Bank products. This may be obtained through training courses, branch meetings, corporate communications, etc.
Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Working towards achievement of branch and individual sales and referral goals.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the clients' needs. (In-Store) Should cultivate relationship with retail store associates.
High School Diploma or Equivalent
Minimum of 12 months previous client service experience preferred
Previous cash-handling experience required
Previous banking experience strongly preferred
NLMS registration preferred
Developed customer service skills, including written and verbal communication
Ability to use a PC and alpha/numeric keyboard
Flexible work week schedule, which may include Saturdays
$32k-36k yearly est. 4d ago
Investment Banking Associate, Technology - San Francisco
Moelis & Company 4.9
San Francisco, CA job
Investment Banking Associate, Technology - San Francisco page is loaded## Investment Banking Associate, Technology - San Franciscolocations: San Franciscotime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ101872*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are currently seeking an experienced Associate to join our Technology financial advisory practice in San Francisco.Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required.Ideal candidates must also possess:* Excellent analytical and presentation skills* Knowledge of basic accounting and financial concepts; ability to analyze and value businesses* Experience in Investment Banking (corporate finance/M&A) or equivalent* A drive for results, and ability to perform well under pressure and against tight deadlines* Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients* Strong multi-tasking skills* Exceptional Microsoft Office suite (Excel a must) and financial reporting skills* Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $175,000 - $225,000*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X .
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$175k-225k yearly 2d ago
Sr. Mortgage Loan Processor
First Bank 4.6
Saint Louis, MO job
Mortgage Loan Processor II
A Mortgage Loan Processor II ensures all residential loan files are packaged accurately and timely. As an experienced Mortgage processor, they work with and have comprehensive knowledge of the documents required for a conventional and/or government loans as well as all conforming and non-conforming loansl. A successful Mortgage Loan Processor II is self-motivated, has strong time-management skills and is able to process a high volume of loans in a fast paced work environment.
What You Will Be Doing
Receiving loans from Underwriting
Calling or writing customers and/or any other interested parties to obtain conditions of loan.
Calling specified companies to obtain property abstracts, surveys, appraisals.
Indexing documents in the file to ensure they are marked properly.
Clearing conditions to the level of authority available.
Submitting mortgage loan application file underwriting condition clearing.
Working with the Appraisal Management Company to order appraisal corrections.
Printing and mailing approval and denial letters to applicants.
Submitting approved mortgage loan file to Mortgage Loan Closer for settlement.
High School diploma or general education degree (GED)
A minimum of two (2) plus years' related work experience and/or training required
A minimum of three (3) years' experience working in a financial or banking mortgage department a plus
A minimum of three (3) plus years working with and/or comprehensive knowledge in conforming & non-conforming loans, Fannie Mae and Freddie Mac Guidelines, and any government and/or conventional, FHA or VA loans required
Proficient PC skills in a Windows based environment required; mortgage-processing software a plus
Detail oriented, minimal supervision, with excellent communication and analytical skills strongly preferred