SF Risk - Loan Quality Collateral Compliance - Associate (Appraiser Certification Required)
Quality control internship job at Federal National Mortgage Association
Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home.
Job Description
As a valued colleague on our team, you will assist with reviewing appraisals and collateral loan documents for quality assurance, misrepresentation, fraud, and adherence to policy requirements. In this position, you will report on collateral quality, collaborate with internal policy and strategy teams, communicate loan defects to stakeholders, work with lenders and internal partners to resolve issues, and provide feedback to the appraisal industry and state licensing agencies.
THE IMPACT YOU WILL MAKE
The SF Risk - Loan Quality Collateral Compliance - Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:
Perform compliance reviews on appraisals and relevant loan file documents.
Support the team to identify potential risks and ensure compliance with Fannie Mae eligibility requirements using professional judgment and expertise, as well as loan file documentation, such as internal and external property valuation tools, appraisals, public records, and local authorities.
Aid in determining the corresponding impact on value and delivery.
Review work for compliance with internal collateral standards and quality assurance and assist the team to analyze and report on loan quality issues.
Communicate professionally with the team about deficiencies and areas for improvement.
Qualifications
THE EXPERIENCE YOU BRING TO THE TEAM
Desired Experiences
Bachelor's degree or equivalent
At least 2-5 years appraisal or review appraiser experience strongly preferred
Ability to use valuation tools to research and analyze collateral documents
Experience using Fannie Mae Collateral Underwriter and/or valuation analysis tools
Certified Real Estate Appraiser
Experience in value and eligibility reviews and can independently validate the quality and accuracy of appraisal reports based upon a thorough analysis, professional opinion, and sound judgment
Knowledge of Fannie Mae selling guide and ability to determine appraisal compliance
Experience collaborating with internal and external partners exhibiting strong oral and written communication skills
Skilled in using Word and MS Office Suite
Qualifications
Education:
Bachelor's Level Degree (Required)
The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.
For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote.
Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form.
The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here.
Requisition compensation:
83000
to
108000
Auto-ApplyQuality Associate II - Full Population Monitoring Development
Columbus, OH jobs
**Organization Description:** Join JPMorgan Chase & Co., a global leader in financial services, as we continue to serve our Chase customers through a comprehensive range of financial solutions. Our Consumer & Community Banking division is at the forefront of personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We are proud to lead the U.S. in credit card sales and deposit growth, offering the most-used digital solutions while consistently ranking first in customer satisfaction.
At JPMorgan Chase, we believe our people are our greatest strength. We are committed to fostering a diverse and inclusive workforce, where every employee is valued and empowered to contribute to our success. As an equal opportunity employer, we do not discriminate based on any protected attribute and provide reasonable accommodations for religious practices, mental health, or physical disability needs.
The Quality Associate II will partner closely with CCB Collections, Recovery, and Auto Operations business lines to design, develop, and implement full-population quality testing (continuous monitoring) frameworks that strengthen our control environment and drive operational excellence. This role owns end-to-end delivery of data analytics solutions, quantitative sampling methodologies, test population isolation, test structure design, and AI/ML integration. In addition, the Quality Associate II will manage robust reporting and analytics processes to deliver timely insights and performance metrics to senior management.
**Key Responsibilities:**
+ Develop end-to-end full-population monitoring tests utilizing Data and Analytics and intelligent solutions in collaboration with operations, compliance, risk, and control stakeholders, ensuring comprehensive coverage and alignment with business objectives.
+ Design and execute critical quality tests by isolating relevant populations leveraging data and analytics and business rules to validate controls and identify at-risk accounts/transactions.
+ Handle highly confidential information with the utmost professionalism and integrity, adhering to JPMorgan Chase privacy and security standards.
+ Proactively analyze data to identify emerging themes, trends, and performance opportunities, applying an end-to-end mindset to drive continuous improvement.
+ Prepare and deliver management reporting, offering clear insights and updates on test results, key performance metrics, and remediation plans.
+ Demonstrate a sense of urgency when responding to escalated issues, rapidly shifting priorities, and adverse performance indicators to maintain program effectiveness.
+ Prioritize strategic initiatives, reporting commitments, and key deliverables to support organizational goals and regulatory requirements.
**Required Qualifications, Skills, and Capabilities:**
+ Proficiency in SAS, Alteryx, Python, Java, SQL, Oracle, or comparable software for data manipulation, analysis, and automation.
+ Bachelor's degree or equivalent experience in financial services, providing a strong foundation in industry dynamics and control frameworks.
+ Minimum of five years of experience in data analytics and development, with a primary focus on quality testing methodologies and continuous monitoring.
+ Proficiency in data analytics, reporting techniques, reporting automation, statistical sampling methodologies, and intelligent solutions to generate accurate, actionable insights.
+ Advanced skills in Microsoft Office products (Excel, PowerPoint, Access) to support complex data analysis and executive-level presentations.
+ Excellent written and verbal communication skills to translate technical findings into clear, concise recommendations for diverse stakeholders.
+ Proven ability to deliver results in a high-pressure environment with rapidly shifting priorities and tight deadlines.
+ Strong problem-solving and conflict resolution skills to navigate complex issues and implement effective corrective actions.
**Preferred Qualifications, Skills, and Capabilities:**
+ Working knowledge of Auto, Card and Overdraft Collections databases for data analysis and monitoring.
+ Experience with Webstats and/or ACES to enhance efficiency in quality testing processes.
+ Certification in Six Sigma, Lean, or other process improvement methodologies to drive operational excellence.
+ Expertise in regulatory mandates and firm-level Intelligent Solutions/Quality Assurance standards, driving development of compliant testing frameworks.
+ Proven ability to influence and drive change across diverse teams and stakeholders to embed quality practices organization-wide.
Join us and be part of a team that is committed to delivering innovative financial solutions and exceptional customer experiences, with a strong emphasis on quality. Apply today to make a difference at JPMorgan Chase & Co.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Learn Automation & Quality Associate
Columbus, OH jobs
In this highly impactful role, you will drive innovative automation processes and strategies to enhance our global digital learning solutions operations. Your expertise in automation tools and analytics will be essential for streamlining workflows and delivering impactful solutions across the organization. If you are passionate about leveraging technology to elevate learning experiences, we want to hear from you!
As a Learn Automation & Quality Associate in Digital Solutions, you will oversee the daily robotic scripting management, processing of HCM Learning management new course and existing course maintenance automation tasks through robotics supporting Business As Usual intake as well as specialty high-impact requests, collaborate with teams to streamline workflows and manage digital learning tools. You will support initiatives that drive efficiency and quality ensuring learning solutions remain effective and scalable. Your work empowers partners across the organization, helping them access reliable and innovative learning experiences. By leveraging emerging technologies you help create a transformative learning environment that fosters ongoing improvement and future-readiness for all learners.
Job Responsibilities:
Support learning operations automation technologies, global scalability, process control documentation, field readiness for technology upgrades, and process agility.
Implement a continuous improvement mindset by regularly assessing and refining Digital Solutions tools, and robotic scripts, while aligning to quality standards, and developing scalable automation strategies based on reporting trends, user feedback, industry developments, and organizational needs.
Support change initiatives that advance automation and quality operating enhancements, ensuring seamless transitions and high adoption rates across the organization.
Consult with HCM partners to ensure alignment of HCM functionality with robotic processing.
Stay current with industry trends in automation and quality, particularly in digital operations development, quality validation, effective use of accessibility tools, and measurement and evaluation practices.
Engage with learning partners to understand and document emerging operational refinement needs.
Create strategies and lead initiatives to expand the use of automation technology and quality tools.
Required qualifications, capabilities and skills:
Minimum of 3 years of work experience in complex Digital automation tools, Oracle HCM Learning Management tools, troubleshooting, agile workflows, technical infrastructure, multimedia tools, quality controls, accessibility tools and Learning Technologies.
Excellent written and verbal communication skills as well as strong escalation skills
Working knowledge of Oracle HCM Learn Management admin and learner functionality, coding and running scripts supported through Git/Bitbucket, IntelliJ, Cucumber/Gherkins, Jira, Tableau, JDK, Maven, cloud services, and AI tools such as LLMs (ChatGPT).
Experience running & troubleshooting production environment BOT automation in a production operational team.
Strong project management & prioritization skills demonstrated by balancing multiple projects through agility processes, quality, controls & risk management, process scalability, MVP task completion and business impact of deliverables.
Ability to build effective teamwork, collaborate with technical and business partners, openness to leverage multiple perspectives, and ability to work both independently and collaboratively to achieve deliverables.
Ability to identify, learn, grow and troubleshoot new tools, platforms, and production processes.
Preferred qualifications, capabilities and skills
Experience researching, evaluating, and prototyping emerging technologies/approaches and consult on potential application in learning.
Strong knowledge of HCM data & digital learning tableau reporting tools, reporting design techniques, data feeds to assure accurate reporting.
Experience designing, developing, and troubleshooting robotic templates.
Working knowledge of Figma, HTML5, xAPI, Microsoft Office Tool, User Experience/User Interface, Computer Science, Learning Technologies, Learning Design and Development, or similar field.
Auto-ApplyQuality Associate II - Full Population Monitoring Development
Columbus, OH jobs
Organization Description:
Join JPMorgan Chase & Co., a global leader in financial services, as we continue to serve our Chase customers through a comprehensive range of financial solutions. Our Consumer & Community Banking division is at the forefront of personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We are proud to lead the U.S. in credit card sales and deposit growth, offering the most-used digital solutions while consistently ranking first in customer satisfaction.
At JPMorgan Chase, we believe our people are our greatest strength. We are committed to fostering a diverse and inclusive workforce, where every employee is valued and empowered to contribute to our success. As an equal opportunity employer, we do not discriminate based on any protected attribute and provide reasonable accommodations for religious practices, mental health, or physical disability needs.
The Quality Associate II will partner closely with CCB Collections, Recovery, and Auto Operations business lines to design, develop, and implement full-population quality testing (continuous monitoring) frameworks that strengthen our control environment and drive operational excellence. This role owns end-to-end delivery of data analytics solutions, quantitative sampling methodologies, test population isolation, test structure design, and AI/ML integration. In addition, the Quality Associate II will manage robust reporting and analytics processes to deliver timely insights and performance metrics to senior management.
Key Responsibilities:
Develop end-to-end full-population monitoring tests utilizing Data and Analytics and intelligent solutions in collaboration with operations, compliance, risk, and control stakeholders, ensuring comprehensive coverage and alignment with business objectives.
Design and execute critical quality tests by isolating relevant populations leveraging data and analytics and business rules to validate controls and identify at-risk accounts/transactions.
Handle highly confidential information with the utmost professionalism and integrity, adhering to JPMorgan Chase privacy and security standards.
Proactively analyze data to identify emerging themes, trends, and performance opportunities, applying an end-to-end mindset to drive continuous improvement.
Prepare and deliver management reporting, offering clear insights and updates on test results, key performance metrics, and remediation plans.
Demonstrate a sense of urgency when responding to escalated issues, rapidly shifting priorities, and adverse performance indicators to maintain program effectiveness.
Prioritize strategic initiatives, reporting commitments, and key deliverables to support organizational goals and regulatory requirements.
Required Qualifications, Skills, and Capabilities:
Proficiency in SAS, Alteryx, Python, Java, SQL, Oracle, or comparable software for data manipulation, analysis, and automation.
Bachelor's degree or equivalent experience in financial services, providing a strong foundation in industry dynamics and control frameworks.
Minimum of five years of experience in data analytics and development, with a primary focus on quality testing methodologies and continuous monitoring.
Proficiency in data analytics, reporting techniques, reporting automation, statistical sampling methodologies, and intelligent solutions to generate accurate, actionable insights.
Advanced skills in Microsoft Office products (Excel, PowerPoint, Access) to support complex data analysis and executive-level presentations.
Excellent written and verbal communication skills to translate technical findings into clear, concise recommendations for diverse stakeholders.
Proven ability to deliver results in a high-pressure environment with rapidly shifting priorities and tight deadlines.
Strong problem-solving and conflict resolution skills to navigate complex issues and implement effective corrective actions.
Preferred Qualifications, Skills, and Capabilities:
Working knowledge of Auto, Card and Overdraft Collections databases for data analysis and monitoring.
Experience with Webstats and/or ACES to enhance efficiency in quality testing processes.
Certification in Six Sigma, Lean, or other process improvement methodologies to drive operational excellence.
Expertise in regulatory mandates and firm-level Intelligent Solutions/Quality Assurance standards, driving development of compliant testing frameworks.
Proven ability to influence and drive change across diverse teams and stakeholders to embed quality practices organization-wide.
Join us and be part of a team that is committed to delivering innovative financial solutions and exceptional customer experiences, with a strong emphasis on quality. Apply today to make a difference at JPMorgan Chase & Co.
Auto-ApplyQuality Associate II - Full Population Monitoring Development
Columbus, OH jobs
JobID: 210667347 JobSchedule: Full time JobShift: Day : Organization Description: Join JPMorgan Chase & Co., a global leader in financial services, as we continue to serve our Chase customers through a comprehensive range of financial solutions. Our Consumer & Community Banking division is at the forefront of personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We are proud to lead the U.S. in credit card sales and deposit growth, offering the most-used digital solutions while consistently ranking first in customer satisfaction.
At JPMorgan Chase, we believe our people are our greatest strength. We are committed to fostering a diverse and inclusive workforce, where every employee is valued and empowered to contribute to our success. As an equal opportunity employer, we do not discriminate based on any protected attribute and provide reasonable accommodations for religious practices, mental health, or physical disability needs.
The Quality Associate II will partner closely with CCB Collections, Recovery, and Auto Operations business lines to design, develop, and implement full-population quality testing (continuous monitoring) frameworks that strengthen our control environment and drive operational excellence. This role owns end-to-end delivery of data analytics solutions, quantitative sampling methodologies, test population isolation, test structure design, and AI/ML integration. In addition, the Quality Associate II will manage robust reporting and analytics processes to deliver timely insights and performance metrics to senior management.
Key Responsibilities:
* Develop end-to-end full-population monitoring tests utilizing Data and Analytics and intelligent solutions in collaboration with operations, compliance, risk, and control stakeholders, ensuring comprehensive coverage and alignment with business objectives.
* Design and execute critical quality tests by isolating relevant populations leveraging data and analytics and business rules to validate controls and identify at-risk accounts/transactions.
* Handle highly confidential information with the utmost professionalism and integrity, adhering to JPMorgan Chase privacy and security standards.
* Proactively analyze data to identify emerging themes, trends, and performance opportunities, applying an end-to-end mindset to drive continuous improvement.
* Prepare and deliver management reporting, offering clear insights and updates on test results, key performance metrics, and remediation plans.
* Demonstrate a sense of urgency when responding to escalated issues, rapidly shifting priorities, and adverse performance indicators to maintain program effectiveness.
* Prioritize strategic initiatives, reporting commitments, and key deliverables to support organizational goals and regulatory requirements.
Required Qualifications, Skills, and Capabilities:
* Proficiency in SAS, Alteryx, Python, Java, SQL, Oracle, or comparable software for data manipulation, analysis, and automation.
* Bachelor's degree or equivalent experience in financial services, providing a strong foundation in industry dynamics and control frameworks.
* Minimum of five years of experience in data analytics and development, with a primary focus on quality testing methodologies and continuous monitoring.
* Proficiency in data analytics, reporting techniques, reporting automation, statistical sampling methodologies, and intelligent solutions to generate accurate, actionable insights.
* Advanced skills in Microsoft Office products (Excel, PowerPoint, Access) to support complex data analysis and executive-level presentations.
* Excellent written and verbal communication skills to translate technical findings into clear, concise recommendations for diverse stakeholders.
* Proven ability to deliver results in a high-pressure environment with rapidly shifting priorities and tight deadlines.
* Strong problem-solving and conflict resolution skills to navigate complex issues and implement effective corrective actions.
Preferred Qualifications, Skills, and Capabilities:
* Working knowledge of Auto, Card and Overdraft Collections databases for data analysis and monitoring.
* Experience with Webstats and/or ACES to enhance efficiency in quality testing processes.
* Certification in Six Sigma, Lean, or other process improvement methodologies to drive operational excellence.
* Expertise in regulatory mandates and firm-level Intelligent Solutions/Quality Assurance standards, driving development of compliant testing frameworks.
* Proven ability to influence and drive change across diverse teams and stakeholders to embed quality practices organization-wide.
Join us and be part of a team that is committed to delivering innovative financial solutions and exceptional customer experiences, with a strong emphasis on quality. Apply today to make a difference at JPMorgan Chase & Co.
Auto-ApplyAssurance Experienced Associate
San Jose, CA jobs
The Assurance Experienced Associate will be responsible for preparing financial statements with disclosures, applying basic areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position may also be involved in reviews and agreed-upon procedure engagements.
Job Duties:
Control Environment:
Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by:
Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team
Making constructive suggestions to improve client internal controls and accounting procedures
Documenting and validating the operating effectiveness of the clients' internal control system
GAAP:
Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by:
Providing support of conclusions with authoritative literature
Drafting basic sets of financial statements with disclosures
Researching intermediate areas of accounting and forming an initial opinion on the correct treatment independently
GAAS:
Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by:
Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of BDO audit manuals
Applying auditing theory to various client situations
Documenting in line with BDO policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals
Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence
Contributing ideas/opinions to the engagement teams
Methodology:
Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by:
Completing all appropriate documentation of BDO work papers
Ensuring assigned work is performed in accordance with BDO methodology and requirements
Research:
Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by:
Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently
Other duties as required:
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required
Master's in Accountancy, preferred
Experience:
One (1) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required
License/Certifications:
Eligible to sit for the CPA exams upon starting employment required and actively pursuing completion of the exams, required
CPA, preferred
Software:
Proficient with the Microsoft Office Suite, preferred
Experience with assurance applications and research tools, preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Basic understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company
Ability and willingness to travel, as needed
Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc)
Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm
Ability to successfully multi-task while working independently and within a group environment
Solid analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions
Ability to of work in a demanding, deadline driven environment with a focus on details and accuracy
Solid project management skills
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $79,000 - $86,000
Colorado Range: $68,000 - $72,000
Illinois Range: $74,000 - $79,000
Maryland Range: $72,000 - $78,000
Minnesota Range: $67,000 - $72,000
NYC/Long Island/Westchester Range: $75,000 - $80,000
Washington Range: $70,000 - $80,000
Auto-ApplyAssurance Associate - Fall 2026/Winter 2027
Irvine, CA jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
At RSM, associates work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Associates work on multiple team engagements each year, including several pieces of any particular assignment - not just one part. Working in a mutually respectful team environment helps our associates perform at their best and integrate their career with their personal life.
Examples of the candidate's responsibilities include:
Understanding clients' needs and expectations, their business and industry, accounting and control systems, employees, company values and industry-related GAAP and GAAS issues
Developing an understanding of the RSM audit approach and tools
Assessing risks and evaluating the client's internal control structure
Performing substantive tests and tests of internal controls to identify and resolve accounting or reporting issues
Drafting financial statements under prescribed formats
Basic Qualifications:
Minimum B.A / B.S. degree or equivalent from an accredited university by the time employment commences
Accounting major
Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations
Ability to travel up to 25%
A minimum 3.0 GPA is preferred
Preferred Qualifications:
Excellent written and verbal communication skills
Strong computer skills, including MS Office
Ability to work as an effective member of a team
Motivated to work in a fast-paced environment
Client focused
Ability to multitask
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $74,800 - $89,250
Auto-ApplyAssurance Experienced Associate
San Francisco, CA jobs
The Assurance Experienced Associate will be responsible for preparing financial statements with disclosures, applying basic areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position may also be involved in reviews and agreed-upon procedure engagements.
Job Duties:
Control Environment:
* Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by:
* Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team
* Making constructive suggestions to improve client internal controls and accounting procedures
* Documenting and validating the operating effectiveness of the clients' internal control system
GAAP:
* Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by:
* Providing support of conclusions with authoritative literature
* Drafting basic sets of financial statements with disclosures
* Researching intermediate areas of accounting and forming an initial opinion on the correct treatment independently
GAAS:
* Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by:
* Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of BDO audit manuals
* Applying auditing theory to various client situations
* Documenting in line with BDO policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals
* Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence
* Contributing ideas/opinions to the engagement teams
Methodology:
* Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by:
* Completing all appropriate documentation of BDO work papers
* Ensuring assigned work is performed in accordance with BDO methodology and requirements
Research:
* Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by:
* Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently
* Other duties as required:
Supervisory Responsibilities:
* N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required
* Master's in Accountancy, preferred
Experience:
* One (1) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required
License/Certifications:
* Eligible to sit for the CPA exams upon starting employment required and actively pursuing completion of the exams, required
* CPA, preferred
Software:
* Proficient with the Microsoft Office Suite, preferred
* Experience with assurance applications and research tools, preferred
Language:
* N/A
Other Knowledge, Skills & Abilities:
* Basic understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company
* Ability and willingness to travel, as needed
* Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc)
* Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm
* Ability to successfully multi-task while working independently and within a group environment
* Solid analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions
* Ability to of work in a demanding, deadline driven environment with a focus on details and accuracy
* Solid project management skills
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $83,000 - $90,000
Cleveland, Ohio Range: $70,000 - $78,000
Colorado Range: $75,000 - $80,000
Illinois Range: $76,000 - $82,000
Maryland Range: $72,000 - $78,000
Minnesota Range: $70,000 - $74,000
NYC/Long Island/Westchester Range: $75,000 - $80,000
New Jersey Range: $76,500 - $83,000
Washington Range: $80,000 - $85,000
Assurance Experienced Associate
San Francisco, CA jobs
The Assurance Experienced Associate will be responsible for preparing financial statements with disclosures, applying basic areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position may also be involved in reviews and agreed-upon procedure engagements.
Job Duties:
Control Environment:
Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by:
Identifying and considering all applicable policies, laws, rules, and regulations of the firm, regulators, or other authoritative bodies as part of engagement team
Making constructive suggestions to improve client internal controls and accounting procedures
Documenting and validating the operating effectiveness of the clients' internal control system
GAAP:
Applies knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by:
Providing support of conclusions with authoritative literature
Drafting basic sets of financial statements with disclosures
Researching intermediate areas of accounting and forming an initial opinion on the correct treatment independently
GAAS:
Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by:
Developing and applying an intermediate knowledge of auditing theory, a sense of audit skepticism, and the use of BDO audit manuals
Applying auditing theory to various client situations
Documenting in line with BDO policy, identifying deviations and notifying more senior team members in order to obtain appropriate approvals
Applying knowledge to identify instances where testing may be reduced or expanded and notifying more senior team members of the occurrence
Contributing ideas/opinions to the engagement teams
Methodology:
Applies knowledge and application of BDO standards to guide effective and efficient delivery of quality services and products by:
Completing all appropriate documentation of BDO work papers
Ensuring assigned work is performed in accordance with BDO methodology and requirements
Research:
Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by:
Researching basic and intermediate accounting topics and forming an initial opinion on the treatment independently
Other duties as required:
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required
Master's in Accountancy, preferred
Experience:
One (1) or more years of prior relevant audit experience and/or public accounting, private industry accounting or consulting/professional services experience, required
License/Certifications:
Eligible to sit for the CPA exams upon starting employment required and actively pursuing completion of the exams, required
CPA, preferred
Software:
Proficient with the Microsoft Office Suite, preferred
Experience with assurance applications and research tools, preferred
Language:
N/A
Other Knowledge, Skills & Abilities:
Basic understanding and experience planning and coordinating the stages to perform an audit of a basic public and/or private company
Ability and willingness to travel, as needed
Knowledge of internal accounting controls and professional standards and regulations (GAAP, GAAS, Sarbanes-Oxley, etc)
Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and the firm
Ability to successfully multi-task while working independently and within a group environment
Solid analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions
Ability to of work in a demanding, deadline driven environment with a focus on details and accuracy
Solid project management skills
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $83,000 - $90,000
Cleveland, Ohio Range: $70,000 - $78,000
Colorado Range: $75,000 - $80,000
Illinois Range: $76,000 - $82,000
Maryland Range: $72,000 - $78,000
Minnesota Range: $70,000 - $74,000
NYC/Long Island/Westchester Range: $75,000 - $80,000
New Jersey Range: $76,500 - $83,000
Washington Range: $80,000 - $85,000
Auto-ApplyAssurance Associate
Naperville, IL jobs
Put Yourself on Track to Become a Principal in Our Firm.
A great client experience begins with a great employee experience. As part of the DHJJ team, you will enjoy collaborating with your colleagues-whether in person or remotely via Microsoft Teams, working on in-depth accounting issues, and continually enhancing your skills. Plus, we enjoy having fun with each other at company outings and even during the workday!
Your growth here is limitless.
Who You Are:
You are a CPA candidate who enjoys helping clients and collaborating with your co-workers when you encounter a unique situation that requires you to research and solve a client's problem. You are looking to advance your career and help grow your firm.
Responsibilities:
Apply technical knowledge to prepare financial statement workpapers with neat and accurate work as part of a team with coaching and supervision
Develop an understanding of client businesses and use this knowledge to help diagnose opportunities and suggest solutions
Effectively plan and organize own work with direction to meet deadlines and complete tasks within agreed-upon timeframes
Communicate directly with clients, responding to them in a timely and professional manner at the direction of the managers and principals.
Participate in initiatives to recruit talented people by providing time to speak with potential candidates at career forums
Undertake research to support sales and marketing initiatives
Required Skills:
Strong sense of ownership and personal accountability
Produce high-quality work under deadlines
Particular attention to detail
Qualifications:
2+ years of related experience
DHJJ Perks:
Hybrid work environment
CPA exam incentives
Dress for your day
Flexible schedules
Referral bonuses for new hires and new clients
Benefits:
Group health insurance offered through BCBS (Health & Dental), VSP (Vision), HealthEquity (HSA, FSA, Dependent Care FSA
Employer-paid Long- and Short-Term Disability
Paid parental leave
Group life insurance through AICPA
12 1/2 paid holidays per year
PTO policy starting at 15 days per year
401(k) Profit-Sharing Plan with discretionary 3% employer contribution
Paid society memberships, training, and continuing education
Eligible for discretionary bonuses based on productivity, performance, and other contributions to the firm
Audit & Assurance Associate
Winchester, VA jobs
You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. Assurance Associates are responsible for assisting in the completion of all engagements that they have been assigned. They should complete all assigned tasks in a timely, efficient manner and actively search for additional responsibilities when time permits; to become fluent with the Assurance process and methodology.
Roles and Responsibilities
Technical Expertise and Work Quality
Possess an intermediate level of understanding related to Assurance and accounting principles.
Follow YHB guidance regarding secure use of hardware, software, and client information.
Maintain proficiency and identify efficiency with relevant firm technical resources and computer applications. Demonstrate effective use of these resources and use file and workpaper organization techniques.
Demonstrate a commonsense approach to problem solving, clearly identifying issues and/or problems as they arise and bringing them to the attention of the Assurance Supervisor and/or Manager.
Develop a clear understanding of the engagement objective to perform necessary procedures.
Listen carefully to instructions, take notes, ask questions, and seek clarification of instructions and assignments.
Prepare workpapers that are neat, organized, and cross-referenced, in accordance with YHB procedures.
Apply professional skepticism to the audit.
Complete specific tasks, reports, and deliverables within assigned timeframes and budget.
Document procedures performed, and conclusions reached.
Prepare complete workpapers in conformity with standards including adequate supporting documentation, tick mark, and workpaper cross references.
Ensure assigned sections have been completed, including after leaving the client site.
Assist the Assurance Supervisor with wrap-up through the completion of the engagement.
Gain proficiency in developing analytics and a willingness to understand the analytics produced.
Begin to develop an understanding of control processes and identifying internal control weaknesses.
Clear any review comments received from the engagement Supervisor and/or Manager.
Increase technical knowledge based on primary niche industry.
Client Management and Service
Communicate with others in a tactful and business-like manner.
Provide regular and frequent communication with in-charge staff regarding the status of assignments in progress.
Accurately complete tasks within the timeframes established by clients as communicated through in-charge staff.
Demonstrate efforts to gain an understanding of the client (rather than just copying workpapers) through inquiry, observation, and study as well as interaction with in-charge staff and others at YHB.
Be responsive to the need to meet client expectations, deadlines, and be flexible as much as possible in assisting the team to meet these expectations and deadlines.
Display confidence in expressing ideas and proposed solutions.
Initiate communication with Supervisors and circle leaders to determine job responsibilities (ie. equipment responsibilities, dress code, and basic understanding of client) prior to arrival.
Maintain the complete confidentiality of all client and firm information.
A commitment to respond to clients within 24 hours.
Represent YHB to clients in a professional manner, adhering to YHB standards.
Maintain daily time entry for accurate reporting firm wide.
Business Development
Learn and demonstrate knowledge in the YHB's service capabilities.
Recognize the need to expand our practice and that all team members can participate in the process.
Establish a network of client and business contacts and seek ways to increase YHB visibility among peers or by becoming involved in a professional or community organization.
Be aware of potential opportunities with existing clients or non-clients and bring these to the attention of others within the firm.
Personal Participation and Professional Development
Follow YHB's time reporting requirements including timely entry of weekly time for payroll and billing purposes.
Prepare for and complete the CPA exam.
Demonstrate active involvement in self-improvement activities, including the awareness and development of their functional and industry specialization.
Take responsibility for attaining chargeable hour requirements.
Initiate and respond to suggestions to improve work quality.
Actively participate in self-development activities such as reading technical information, interacting with firm leaders, and maintaining minimum standards for firm professional licensing/continuing education requirements.
Solicit overall performance feedback on assigned areas from Supervisors and Managers.
When not assigned to an engagement, actively seek chargeable work from Supervisors and Managers.
During periods of non-billable time, seek out value-added projects such as writing newsletters, marketing activities, or research projects.
Set challenging goals and be receptive to goals set by their circle leaders.
Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB.
Demonstrate an increasing ability to work through challenging tasks, however, still seeking guidance and input from in-charge staff to maintain efficiency.
Honestly assess your own performance upon completion of engagement or assignments.
Gain understanding of department goals and responsibilities.
Understanding the role of Supervisor and working to expand roles and responsibilities to that level.
Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required.
Leading and Developing Others
Participate in staff recruiting activities, including campus visits, internship, externship, etc. when it does not interfere with client work.
Use peers as a resource for personal development and information sharing.
Provide feedback during annual upward evaluations.
Understand the importance of cooperation and teamwork. Demonstrate this understanding by maintaining positive working relationships with firm leaders, clients, and other team members, which requires an attitude of helpfulness, a focus on team success, and the consideration of ideas from others.
Required Education and Experience
Bachelor's degree in accounting or a relevant field required or equivalent combination of education and work experience.
Accounting course work and credit hour requirements (150) to achieve the CPA certification preferred.
A dedication to teamwork and leadership
Effective verbal and written communication skills
Ability to handle multiple tasks simultaneously.
Possesses a high level of integrity and ability to respect confidentiality.
Enthusiastic and self-motivated
Demonstrated time and work management skills necessary to manage a complex workload
Benefits & Perks
We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy:
Competitive Compensation & Rewards:
Market-competitive salary with performance-based bonuses.
Retirement savings plan with a 401(k) & profit-sharing plan.
Comprehensive Health & Wellness:
Health, dental, and vision insurance.
Wellness programs and employee assistance programs (EAP).
Paid parental leave and family support.
Professional Development:
Learning and development opportunities.
Tuition reimbursement.
CPA exam support, certification reimbursements, and mentorship programs.
Internal promotions and career pathing opportunities.
Work-Life Balance:
Generous paid time off (PTO) and holidays.
Flexible work arrangements (hybrid/remote options available).
Engaging Work Culture:
Collaborative and inclusive work environment.
Employee resource groups and diversity initiatives.
Social events, team-building activities, and volunteer opportunities.
YHB is strongly committed to providing equal employment opportunity for all employees and all applicants for employment. For us, this is the only acceptable way to do business!
Audit & Assurance Associate
Roanoke, VA jobs
You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. Assurance Associates are responsible for assisting in the completion of all engagements that they have been assigned. They should complete all assigned tasks in a timely, efficient manner and actively search for additional responsibilities when time permits; to become fluent with the Assurance process and methodology.
Roles and Responsibilities
Technical Expertise and Work Quality
Possess an intermediate level of understanding related to Assurance and accounting principles.
Follow YHB guidance regarding secure use of hardware, software, and client information.
Maintain proficiency and identify efficiency with relevant firm technical resources and computer applications. Demonstrate effective use of these resources and use file and workpaper organization techniques.
Demonstrate a commonsense approach to problem solving, clearly identifying issues and/or problems as they arise and bringing them to the attention of the Assurance Supervisor and/or Manager.
Develop a clear understanding of the engagement objective to perform necessary procedures.
Listen carefully to instructions, take notes, ask questions, and seek clarification of instructions and assignments.
Prepare workpapers that are neat, organized, and cross-referenced, in accordance with YHB procedures.
Apply professional skepticism to the audit.
Complete specific tasks, reports, and deliverables within assigned timeframes and budget.
Document procedures performed, and conclusions reached.
Prepare complete workpapers in conformity with standards including adequate supporting documentation, tick mark, and workpaper cross references.
Ensure assigned sections have been completed, including after leaving the client site.
Assist the Assurance Supervisor with wrap-up through the completion of the engagement.
Gain proficiency in developing analytics and a willingness to understand the analytics produced.
Begin to develop an understanding of control processes and identifying internal control weaknesses.
Clear any review comments received from the engagement Supervisor and/or Manager.
Increase technical knowledge based on primary niche industry.
Client Management and Service
Communicate with others in a tactful and business-like manner.
Provide regular and frequent communication with in-charge staff regarding the status of assignments in progress.
Accurately complete tasks within the timeframes established by clients as communicated through in-charge staff.
Demonstrate efforts to gain an understanding of the client (rather than just copying workpapers) through inquiry, observation, and study as well as interaction with in-charge staff and others at YHB.
Be responsive to the need to meet client expectations, deadlines, and be flexible as much as possible in assisting the team to meet these expectations and deadlines.
Display confidence in expressing ideas and proposed solutions.
Initiate communication with Supervisors and circle leaders to determine job responsibilities (ie. equipment responsibilities, dress code, and basic understanding of client) prior to arrival.
Maintain the complete confidentiality of all client and firm information.
A commitment to respond to clients within 24 hours.
Represent YHB to clients in a professional manner, adhering to YHB standards.
Maintain daily time entry for accurate reporting firm wide.
Business Development
Learn and demonstrate knowledge in the YHB's service capabilities.
Recognize the need to expand our practice and that all team members can participate in the process.
Establish a network of client and business contacts and seek ways to increase YHB visibility among peers or by becoming involved in a professional or community organization.
Be aware of potential opportunities with existing clients or non-clients and bring these to the attention of others within the firm.
Personal Participation and Professional Development
Follow YHB's time reporting requirements including timely entry of weekly time for payroll and billing purposes.
Prepare for and complete the CPA exam.
Demonstrate active involvement in self-improvement activities, including the awareness and development of their functional and industry specialization.
Take responsibility for attaining chargeable hour requirements.
Initiate and respond to suggestions to improve work quality.
Actively participate in self-development activities such as reading technical information, interacting with firm leaders, and maintaining minimum standards for firm professional licensing/continuing education requirements.
Solicit overall performance feedback on assigned areas from Supervisors and Managers.
When not assigned to an engagement, actively seek chargeable work from Supervisors and Managers.
During periods of non-billable time, seek out value-added projects such as writing newsletters, marketing activities, or research projects.
Set challenging goals and be receptive to goals set by their circle leaders.
Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB.
Demonstrate an increasing ability to work through challenging tasks, however, still seeking guidance and input from in-charge staff to maintain efficiency.
Honestly assess your own performance upon completion of engagement or assignments.
Gain understanding of department goals and responsibilities.
Understanding the role of Supervisor and working to expand roles and responsibilities to that level.
Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required.
Leading and Developing Others
Participate in staff recruiting activities, including campus visits, internship, externship, etc. when it does not interfere with client work.
Use peers as a resource for personal development and information sharing.
Provide feedback during annual upward evaluations.
Understand the importance of cooperation and teamwork. Demonstrate this understanding by maintaining positive working relationships with firm leaders, clients, and other team members, which requires an attitude of helpfulness, a focus on team success, and the consideration of ideas from others.
Required Education and Experience
Bachelor's degree in accounting or a relevant field required or equivalent combination of education and work experience.
Accounting course work and credit hour requirements (150) to achieve the CPA certification preferred.
A dedication to teamwork and leadership
Effective verbal and written communication skills
Ability to handle multiple tasks simultaneously.
Possesses a high level of integrity and ability to respect confidentiality.
Enthusiastic and self-motivated
Demonstrated time and work management skills necessary to manage a complex workload
Benefits & Perks
We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy:
Competitive Compensation & Rewards:
Market-competitive salary with performance-based bonuses.
Retirement savings plan with a 401(k) & profit-sharing plan.
Comprehensive Health & Wellness:
Health, dental, and vision insurance.
Wellness programs and employee assistance programs (EAP).
Paid parental leave and family support.
Professional Development:
Learning and development opportunities.
Tuition reimbursement.
CPA exam support, certification reimbursements, and mentorship programs.
Internal promotions and career pathing opportunities.
Work-Life Balance:
Generous paid time off (PTO) and holidays.
Flexible work arrangements (hybrid/remote options available).
Engaging Work Culture:
Collaborative and inclusive work environment.
Employee resource groups and diversity initiatives.
Social events, team-building activities, and volunteer opportunities.
YHB is strongly committed to providing equal employment opportunity for all employees and all applicants for employment. For us, this is the only acceptable way to do business!
Audit & Assurance Associate
Tuckahoe, VA jobs
You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. Our culture is based on relationships between our teams and our clients. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. Assurance Associates are responsible for assisting in the completion of all engagements that they have been assigned. They should complete all assigned tasks in a timely, efficient manner and actively search for additional responsibilities when time permits; to become fluent with the Assurance process and methodology.
Roles and Responsibilities
Technical Expertise and Work Quality
Possess an intermediate level of understanding related to Assurance and accounting principles.
Follow YHB guidance regarding secure use of hardware, software, and client information.
Maintain proficiency and identify efficiency with relevant firm technical resources and computer applications. Demonstrate effective use of these resources and use file and workpaper organization techniques.
Demonstrate a commonsense approach to problem solving, clearly identifying issues and/or problems as they arise and bringing them to the attention of the Assurance Supervisor and/or Manager.
Develop a clear understanding of the engagement objective to perform necessary procedures.
Listen carefully to instructions, take notes, ask questions, and seek clarification of instructions and assignments.
Prepare workpapers that are neat, organized, and cross-referenced, in accordance with YHB procedures.
Apply professional skepticism to the audit.
Complete specific tasks, reports, and deliverables within assigned timeframes and budget.
Document procedures performed, and conclusions reached.
Prepare complete workpapers in conformity with standards including adequate supporting documentation, tick mark, and workpaper cross references.
Ensure assigned sections have been completed, including after leaving the client site.
Assist the Assurance Supervisor with wrap-up through the completion of the engagement.
Gain proficiency in developing analytics and a willingness to understand the analytics produced.
Begin to develop an understanding of control processes and identifying internal control weaknesses.
Clear any review comments received from the engagement Supervisor and/or Manager.
Increase technical knowledge based on primary niche industry.
Client Management and Service
Communicate with others in a tactful and business-like manner.
Provide regular and frequent communication with in-charge staff regarding the status of assignments in progress.
Accurately complete tasks within the timeframes established by clients as communicated through in-charge staff.
Demonstrate efforts to gain an understanding of the client (rather than just copying workpapers) through inquiry, observation, and study as well as interaction with in-charge staff and others at YHB.
Be responsive to the need to meet client expectations, deadlines, and be flexible as much as possible in assisting the team to meet these expectations and deadlines.
Display confidence in expressing ideas and proposed solutions.
Initiate communication with Supervisors and circle leaders to determine job responsibilities (ie. equipment responsibilities, dress code, and basic understanding of client) prior to arrival.
Maintain the complete confidentiality of all client and firm information.
A commitment to respond to clients within 24 hours.
Represent YHB to clients in a professional manner, adhering to YHB standards.
Maintain daily time entry for accurate reporting firm wide.
Business Development
Learn and demonstrate knowledge in the YHB's service capabilities.
Recognize the need to expand our practice and that all team members can participate in the process.
Establish a network of client and business contacts and seek ways to increase YHB visibility among peers or by becoming involved in a professional or community organization.
Be aware of potential opportunities with existing clients or non-clients and bring these to the attention of others within the firm.
Personal Participation and Professional Development
Follow YHB's time reporting requirements including timely entry of weekly time for payroll and billing purposes.
Prepare for and complete the CPA exam.
Demonstrate active involvement in self-improvement activities, including the awareness and development of their functional and industry specialization.
Take responsibility for attaining chargeable hour requirements.
Initiate and respond to suggestions to improve work quality.
Actively participate in self-development activities such as reading technical information, interacting with firm leaders, and maintaining minimum standards for firm professional licensing/continuing education requirements.
Solicit overall performance feedback on assigned areas from Supervisors and Managers.
When not assigned to an engagement, actively seek chargeable work from Supervisors and Managers.
During periods of non-billable time, seek out value-added projects such as writing newsletters, marketing activities, or research projects.
Set challenging goals and be receptive to goals set by their circle leaders.
Be cognizant of interactions within the community, realizing that in many cases you may be the only source of exposure for YHB.
Demonstrate an increasing ability to work through challenging tasks, however, still seeking guidance and input from in-charge staff to maintain efficiency.
Honestly assess your own performance upon completion of engagement or assignments.
Gain understanding of department goals and responsibilities.
Understanding the role of Supervisor and working to expand roles and responsibilities to that level.
Overnight travel to out-of-town YHB offices, client locations and continuing professional education may be required.
Leading and Developing Others
Participate in staff recruiting activities, including campus visits, internship, externship, etc. when it does not interfere with client work.
Use peers as a resource for personal development and information sharing.
Provide feedback during annual upward evaluations.
Understand the importance of cooperation and teamwork. Demonstrate this understanding by maintaining positive working relationships with firm leaders, clients, and other team members, which requires an attitude of helpfulness, a focus on team success, and the consideration of ideas from others.
Required Education and Experience
Bachelor's degree in accounting or a relevant field required or equivalent combination of education and work experience.
Accounting course work and credit hour requirements (150) to achieve the CPA certification preferred.
A dedication to teamwork and leadership
Effective verbal and written communication skills
Ability to handle multiple tasks simultaneously.
Possesses a high level of integrity and ability to respect confidentiality.
Enthusiastic and self-motivated
Demonstrated time and work management skills necessary to manage a complex workload
Benefits & Perks
We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy:
Competitive Compensation & Rewards:
Market-competitive salary with performance-based bonuses.
Retirement savings plan with a 401(k) & profit-sharing plan.
Comprehensive Health & Wellness:
Health, dental, and vision insurance.
Wellness programs and employee assistance programs (EAP).
Paid parental leave and family support.
Professional Development:
Learning and development opportunities.
Tuition reimbursement.
CPA exam support, certification reimbursements, and mentorship programs.
Internal promotions and career pathing opportunities.
Work-Life Balance:
Generous paid time off (PTO) and holidays.
Flexible work arrangements (hybrid/remote options available).
Engaging Work Culture:
Collaborative and inclusive work environment.
Employee resource groups and diversity initiatives.
Social events, team-building activities, and volunteer opportunities.
YHB is strongly committed to providing equal employment opportunity for all employees and all applicants for employment. For us, this is the only acceptable way to do business!
Learn Automation & Quality Associate
Plano, TX jobs
JobID: 210692742 JobSchedule: Full time JobShift: : In this highly impactful role, you will drive innovative automation processes and strategies to enhance our global digital learning solutions operations. Your expertise in automation tools and analytics will be essential for streamlining workflows and delivering impactful solutions across the organization. If you are passionate about leveraging technology to elevate learning experiences, we want to hear from you!
As a Learn Automation & Quality Associate in Digital Solutions, you will oversee the daily robotic scripting management, processing of HCM Learning management new course and existing course maintenance automation tasks through robotics supporting Business As Usual intake as well as specialty high-impact requests, collaborate with teams to streamline workflows and manage digital learning tools. You will support initiatives that drive efficiency and quality ensuring learning solutions remain effective and scalable. Your work empowers partners across the organization, helping them access reliable and innovative learning experiences. By leveraging emerging technologies you help create a transformative learning environment that fosters ongoing improvement and future-readiness for all learners.
Job Responsibilities:
* Support learning operations automation technologies, global scalability, process control documentation, field readiness for technology upgrades, and process agility.
* Implement a continuous improvement mindset by regularly assessing and refining Digital Solutions tools, and robotic scripts, while aligning to quality standards, and developing scalable automation strategies based on reporting trends, user feedback, industry developments, and organizational needs.
* Support change initiatives that advance automation and quality operating enhancements, ensuring seamless transitions and high adoption rates across the organization.
* Consult with HCM partners to ensure alignment of HCM functionality with robotic processing.
* Stay current with industry trends in automation and quality, particularly in digital operations development, quality validation, effective use of accessibility tools, and measurement and evaluation practices.
* Engage with learning partners to understand and document emerging operational refinement needs.
* Create strategies and lead initiatives to expand the use of automation technology and quality tools.
Required qualifications, capabilities and skills:
* Minimum of 3 years of work experience in complex Digital automation tools, Oracle HCM Learning Management tools, troubleshooting, agile workflows, technical infrastructure, multimedia tools, quality controls, accessibility tools and Learning Technologies.
* Excellent written and verbal communication skills as well as strong escalation skills
* Working knowledge of Oracle HCM Learn Management admin and learner functionality, coding and running scripts supported through Git/Bitbucket, IntelliJ, Cucumber/Gherkins, Jira, Tableau, JDK, Maven, cloud services, and AI tools such as LLMs (ChatGPT).
* Experience running & troubleshooting production environment BOT automation in a production operational team.
* Strong project management & prioritization skills demonstrated by balancing multiple projects through agility processes, quality, controls & risk management, process scalability, MVP task completion and business impact of deliverables.
* Ability to build effective teamwork, collaborate with technical and business partners, openness to leverage multiple perspectives, and ability to work both independently and collaboratively to achieve deliverables.
* Ability to identify, learn, grow and troubleshoot new tools, platforms, and production processes.
Preferred qualifications, capabilities and skills
* Experience researching, evaluating, and prototyping emerging technologies/approaches and consult on potential application in learning.
* Strong knowledge of HCM data & digital learning tableau reporting tools, reporting design techniques, data feeds to assure accurate reporting.
* Experience designing, developing, and troubleshooting robotic templates.
* Working knowledge of Figma, HTML5, xAPI, Microsoft Office Tool, User Experience/User Interface, Computer Science, Learning Technologies, Learning Design and Development, or similar field.
Auto-ApplyQuality Technician
Columbus, TX jobs
IS LOCATED IN COLUMBUS, TX Titan offers:
Competitive pay
Medical benefits available on day one (1) of your employment
10paid vacation days,
10 paid holidays
3 paid personal days
401(K)
Great working environment
Position Summary: Performs various auditing functions of established procedures and processes throughout the organization to ensure compliance. Coordinates the adjustment of procedures/processes, as necessary, to facilitate continuous improvement, efficiency and productive gains. Responsible for understanding and supporting corporate Quality Assurance policy. Job Description:
Schedules, coordinate and performs regular audits of department procedures and processes
Work with department personnel to document procedures and process
Ability to document, track, and communicate audit findings to the appropriate department head and Quality Manager
Schedules and coordinates vendor and sub-contractor audits and reviews
Responsible for reviewing component or system failures and facilitating requires process/procedure changes to correct future failures
Prepares written reports of all audits accomplished
Responsible for interpreting, supporting and communicating Quality Assurance policy, processes, and procedures published by the Quality function
Performs in-process inspections on most types of fabrication, welding and assembly of pressure vessels, piping, structural steel and production equipment
Interprets drawings, customer specifications and standards of moderate complexity
Addresses quality issues related to non-conforming material or components, and obtain timely disposition to maintain production flow
Has comprehensive knowledge of ASME, ANSI, ASNT, ASTM, AWS, NACE, API, ASIC and SSPC national codes
Possesses basic computer knowledge
Maintains an attitude conducive to progress through positive change, continuous improvement, and an active contribution to the teamwork concepts.
Excellent communication skills
Required Test:
None
Preferred Education and Experience:
High school diploma or equivalent or equal combination of education and experience
Five (5) years related experience and/or training; technical school or on the job training and AWS - Certified Weld Inspector or;
Ten (10) years related experience and/or training, technical school or on the job training with no CWI
Physical Strain:
Lifting up to 50 pounds with frequent lifting and/or carrying objects weighing up to 30 pounds
Bending, squatting, climbing, pulling, stooping, twisting, reaching, working at elevated heights
Must be able to work under pressure
Real Estate Quality Control Analyst
Marysville, OH jobs
What Makes a Honda, is Who makes a Honda Honda has a clear vision for the future, and it's a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals. At our core is innovation. Honda is constantly innovating and developing solutions to drive our business with record success. We strive to be a company that serves as a source of “power” that supports people around the world who are trying to do things based on their own initiative and that helps people expand their own potential. To this end, Honda strives to realize “the joy and freedom of mobility” by developing new technologies and an innovative approach to achieve a “zero environmental footprint.”
We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team.
If your goals and values align with Honda's, we want you to join our team to Bring the Future!
Job Purpose
Works with Real Estate Manager to provide QC support for the real estate department. Responsible for the oversight of operational audits, audit research, compliance monitoring and testing along with all Pre/Post Closing audits in accordance with Freddie Mac requirements &/or other secondary market requirements. The individual will be responsible for the timely submission of departmental audit and investor reporting on an on going basis.
Key Accountabilities
Conducts Pre & Post Closing Audit functions in accordance with Freddie Mac requirements.
Performs other a QC/audit functions as assigned and ensures that all audit responses are complete, accurate, and provided timely.
Assists in identifying operational risks and escalating issues to management.
Works in conjunction with Real Estate Manager in answering all investor, auditor and regulator questions.
Qualifications, Experience, and Skills
High School Diploma required
Four year college degree is desired
Three years experience underwriting real estate loans required
Prior working experience with Freddie Mac
Working knowledge of State and Federal lending regulations
Proficient in Microsoft Word and Excel
Excellent verbal and written communication skills
Workstyle
Office environment
On Site position
Overtime as necessary
Quick response time for occasional urgent situations
What differentiates Honda and makes us an employer of choice?
Total Rewards:
Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.)
Regional Bonus (when applicable)
Industry-leading Benefit Plans (Medical, Dental, Vision, Rx)
Paid time off, including vacation, holidays, shutdown
Company Paid Short-Term and Long-Term Disability
401K Plan with company match + additional contribution
Relocation assistance (if eligible)
Career Growth:
Advancement Opportunities
Career Mobility
Education Reimbursement for Continued learning
Training and Development Programs
Additional Offerings:
Lifestyle Account
Childcare Reimbursement Account
Elder Care Support
Tuition Assistance & Student Loan Repayment
Wellbeing Program
Community Service and Engagement Programs
Product Programs
Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.
QC Inspector
Midland, TX jobs
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Dental insurance
Health insurance
Paid time off
At SI Utility, our Quality team is the final safeguard ensuring every fabricated steel pole, cross arm, and bracket leaving our facility meets exacting engineering and customer standards. Were looking for a QC Inspector who takes pride in precision, consistency, and craftsmanship.
If you have a sharp eye for detail and a passion for quality, this is your opportunity to play a vital role in producing essential infrastructure that keeps communities connected.
What Youll Do
Inspect tapered steel pole sections, arms, and components to ensure dimensional accuracy, weld quality, and drawing compliance.
Verify straightness, sweep, and camber using precision tools and measurement methods.
Review and document compliance with AWS D1.1 welding standards and ASTM A123/A153 galvanizing specifications.
Perform final dimensional and visual inspections prior to product release.
Complete inspection reports, nonconformance records, and maintain traceability within the ISO 9001:2015 QMS.
Collaborate closely with Production, Engineering, and Project Management to identify and correct issues before they reach the customer.
What You Bring
High school diploma or GED required; technical training preferred.
3+ years of experience in steel fabrication inspection, NDE, or related QC work.
Familiarity with AWS D1.1, ASTM A123/A153, and fabrication drawings.
Ability to interpret blueprints, weld symbols, and BOMs with precision.
ASNT Level I or II certification (UT/MT/PT/VT) preferred.
Exceptional attention to detail, communication skills, and accountability.
What We Offer
Competitive hourly pay and overtime opportunities.
Biannual performance-based bonuses.
Full benefits package including medical, dental, vision, 401(k) with match, company-paid short- and long-term disability, and a $10,000 life insurance policy.
A strong culture of safety, teamwork, and continuous improvement.
Opportunities for career growth in a rapidly expanding manufacturing environment.
LOS Post Close & QC
Plano, TX jobs
At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.
Sunflower Bank, N.A is looking for an energetic, highly motivated individual to fill the full-time position of LOS Post Close & QC.
Description:
The Loan Operations Specialist Post Close & Quality Control (LOS Post Close & QC) position is responsible for the quality and compliance of documented loan requests. Thorough evaluation of the executed loan package and supporting documentation.
Responsibilities:
Review the loan on the core system for accuracy.
Review and maintenance of loan covenants and exceptions.
Monitor department inboxes and process requests as needed.
Ensure loan adheres to Compliance and Audit standards and expectations.
Maintain Service Level Agreements in a high-volume, high-stress environment.
Maintain knowledge of commercial loan regulatory requirements.
Maintain high level of accuracy.
Complete special projects as required.
Education/Experience Preferred:
3-5 years of Commercial Real Estate Experience and/or documentation experience. Attorney Prepared documentation experience preferred. Consumer documentation experience optional.
SBA documentation experience a plus.
Must possess exceptional organizational and time management skills.
Ability to achieve high production and quality standards.
Must possess excellent interpersonal and leadership skills.
Proficiency with Microsoft Outlook and all other Microsoft applications.
Ability to learn new systems and understand additional bank system functionality.
Must possess excellent verbal and written communication skills.
Must be able to work flexible hours to meet necessary deadlines.
PREFERRED: FISERV and nCino system experience
Pay is dependent on knowledge, skills, abilities, experience, and location.
Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:
Rooted in Strength
Propelled by Growth
Individuals in a Great Whole
Creating Possibility
Community Focused
Associates enjoy outstanding benefits, including:
401(k) Plan with 6% Match
Health/Dental/Vision Insurance
Company-paid Life Insurance
Tuition Reimbursement
Fitness Reimbursement
Paid Time Off
Volunteer Leave
Paid Holidays
Plus many more associate perks & incentives!
If you qualify, apply online at ******************************
You've never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged.
This vacancy announcement may be used to fill similar positions within 90 days.
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our
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Operations Call Center Quality Control Representative
Wichita Falls, TX jobs
Full-time Description
GENERAL DESCRIPTION:
The Call Center Quality Control Representative (“CCQC”) is a function of bank internal control regarding the maintenance, and closing of deposit accounts, debit cards and auxiliary account functions within the bank. CCQC is tasked with daily monitoring, logging, and communication of errors and inconsistencies occurring in the Lobby Services and Call Center areas.
ESSENTIAL FUNCTIONS OF JOB:
1. Knowledge of Core software.
2. Knowledge of specific software used to service customers.
3. Experience with legal documents such as the categories of Power of Attorney and Representative Payee as well as various documents presented upon the death of a customer such as Letters of Testamentary, Letters of Administration, or Small Estate Affidavits.
4. Experience with commercial entity structure such as Sole Proprietors, Partnerships, and Corporations as well as more loosely organized entities like Associations or Political Organizations.
5. Understanding of specific policies and procedures of American National Bank & Trust.
6. Understand and review daily reports relating to accounts and debit cards.
7. Prepare and distribute monthly reports.
8. Review daily reports for all maintenance made on accounts by CCRs and LSRs.
9. Review accounts with a change of address and new debit cards.
10. Perform all other duties as required or assigned.
Requirements
REQUIRED SKILLS:
1. Must be knowledgeable in the use of office equipment, (i.e. computers, copiers, scanners, multi-line phones, etc.), regular use of desktop computers and related banking software.
2. Mental awareness, alertness and adaptability to office and field area work routines.
3. Must be proficient in MS Office, (i.e. Excel and WORD), accounting, alpha-numeric data entry, spreadsheets.
4. Must possess excellent time management skills and the ability to prioritize work.
5. Must pay attention to detail and possess excellent problem-solving skills.
6. Must possess strong organizational skills with the ability to multi-task.
7. Communication Skills: Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. Ability to effectively communicate information and respond to questions in person-to-person or electronic situations with other employees of the company.
8. Mathematical Skills: Ability to add, subtract, multiply and divide numbers. Ability to perform such mathematical skills using money and other forms of measurement.
9. Critical Thinking Skills: Ability to use common sense understanding in order to carry out detailed written or oral instructions. Ability to deal with problems involving a few known variables in situations of a routine nature.
10. Decision-Making: Performs work operations which permit frequent opportunity for decision-making of minor importance, and which would not only affect the operating efficiency of the individual involved, but would also affect the work operations of other employees and/or clientele to a slight degree.
11. Mental Demand: Light mental demand. Operations requiring intermittent direct thinking to carry our pre-determined procedures or a sequence of operations.
12. Problem-Solving: Repetitive; Activities or duties using a pre-determined set of processes or directions coupled with nearby supervision; Learned things in situations where choice is simple or patterned.
13. Accuracy: Probable errors of internal and external scope would have a moderate effect on the operational efficiency of the organizational component concerned. Errors might possibly go undetected for a considerable period of time, thereby creating an inaccurate picture of an existing situation. Could cause further errors, losses or embarrassment to the company. The possibility for error is always present due to the requirements and repetition of the job.
PHYSICAL REQUIREMENTS and WORKING CONDITIONS: While performing the essential functions of this job, CCQC is continuously required to sit or stand, talk or hear: they may occasionally lift, move, push or pull up to 10 pounds. Specific vision abilities required by this job include close vision. This is an indoor position and the noise level in the work area is usually moderate. There are no harmful environmental conditions present for this position.
REQUIRED EXPERIENCE: High school degree or GED equivalent; emphasis on office skills, plus 12-18 months of related experience and/or training or equivalent combination of education and experience.
REPORTING RELATIONSHIP: The CCQC reports directly to the Call Center Manager. The Call Center Manager reports to the Vice President Operations, who reports to the EVP of Operations/Cashier & HR Director, who reports to the President/CEO of American National Bank & Trust.
DISCLAIMER:
This is representative only and not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time. Duties and responsibilities may be changed, expanded, reduced or delegated by Management to meet the business needs of the organization.
This document in no way constitutes an offer of employment or a contract of employment. ANB&T reserves the right to modify job descriptions, policies or any other procedural document at any time, for any reason, with or without prior notice.
“ANB&T is an Equal Employment Opportunity / Disability / Protected Veteran Status Employer”
Operations Call Center Quality Control Representative
Wichita Falls, TX jobs
Description:
GENERAL DESCRIPTION:
The Call Center Quality Control Representative (“CCQC”) is a function of bank internal control regarding the maintenance, and closing of deposit accounts, debit cards and auxiliary account functions within the bank. CCQC is tasked with daily monitoring, logging, and communication of errors and inconsistencies occurring in the Lobby Services and Call Center areas.
ESSENTIAL FUNCTIONS OF JOB:
1. Knowledge of Core software.
2. Knowledge of specific software used to service customers.
3. Experience with legal documents such as the categories of Power of Attorney and Representative Payee as well as various documents presented upon the death of a customer such as Letters of Testamentary, Letters of Administration, or Small Estate Affidavits.
4. Experience with commercial entity structure such as Sole Proprietors, Partnerships, and Corporations as well as more loosely organized entities like Associations or Political Organizations.
5. Understanding of specific policies and procedures of American National Bank & Trust.
6. Understand and review daily reports relating to accounts and debit cards.
7. Prepare and distribute monthly reports.
8. Review daily reports for all maintenance made on accounts by CCRs and LSRs.
9. Review accounts with a change of address and new debit cards.
10. Perform all other duties as required or assigned.
Requirements:
REQUIRED SKILLS:
1. Must be knowledgeable in the use of office equipment, (i.e. computers, copiers, scanners, multi-line phones, etc.), regular use of desktop computers and related banking software.
2. Mental awareness, alertness and adaptability to office and field area work routines.
3. Must be proficient in MS Office, (i.e. Excel and WORD), accounting, alpha-numeric data entry, spreadsheets.
4. Must possess excellent time management skills and the ability to prioritize work.
5. Must pay attention to detail and possess excellent problem-solving skills.
6. Must possess strong organizational skills with the ability to multi-task.
7. Communication Skills: Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. Ability to effectively communicate information and respond to questions in person-to-person or electronic situations with other employees of the company.
8. Mathematical Skills: Ability to add, subtract, multiply and divide numbers. Ability to perform such mathematical skills using money and other forms of measurement.
9. Critical Thinking Skills: Ability to use common sense understanding in order to carry out detailed written or oral instructions. Ability to deal with problems involving a few known variables in situations of a routine nature.
10. Decision-Making: Performs work operations which permit frequent opportunity for decision-making of minor importance, and which would not only affect the operating efficiency of the individual involved, but would also affect the work operations of other employees and/or clientele to a slight degree.
11. Mental Demand: Light mental demand. Operations requiring intermittent direct thinking to carry our pre-determined procedures or a sequence of operations.
12. Problem-Solving: Repetitive; Activities or duties using a pre-determined set of processes or directions coupled with nearby supervision; Learned things in situations where choice is simple or patterned.
13. Accuracy: Probable errors of internal and external scope would have a moderate effect on the operational efficiency of the organizational component concerned. Errors might possibly go undetected for a considerable period of time, thereby creating an inaccurate picture of an existing situation. Could cause further errors, losses or embarrassment to the company. The possibility for error is always present due to the requirements and repetition of the job.
PHYSICAL REQUIREMENTS and WORKING CONDITIONS: While performing the essential functions of this job, CCQC is continuously required to sit or stand, talk or hear: they may occasionally lift, move, push or pull up to 10 pounds. Specific vision abilities required by this job include close vision. This is an indoor position and the noise level in the work area is usually moderate. There are no harmful environmental conditions present for this position.
REQUIRED EXPERIENCE: High school degree or GED equivalent; emphasis on office skills, plus 12-18 months of related experience and/or training or equivalent combination of education and experience.
REPORTING RELATIONSHIP: The CCQC reports directly to the Call Center Manager. The Call Center Manager reports to the Vice President Operations, who reports to the EVP of Operations/Cashier & HR Director, who reports to the President/CEO of American National Bank & Trust.
DISCLAIMER:
This is representative only and not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time. Duties and responsibilities may be changed, expanded, reduced or delegated by Management to meet the business needs of the organization.
This document in no way constitutes an offer of employment or a contract of employment. ANB&T reserves the right to modify job descriptions, policies or any other procedural document at any time, for any reason, with or without prior notice.
“ANB&T is an Equal Employment Opportunity / Disability / Protected Veteran Status Employer”