LCG Advisors is looking for an Experienced ABL FieldExaminer to work closely with our clients, including large money-center banks such as JP Morgan Chase, Bank of America, Goldman Sachs, and Regions Bank. Our client base includes private equity firms, financial intermediaries, family offices, and accredited investors. Finance jobs in Tampa with LCG offer a wide variety of benefits through a gratifying and rapidly evolving career.
Primary Responsibilities:
Conduct due diligence services, including audit engagements, portfolio reviews, and acquisition due diligence for a wide variety of clients
Perform on-site or remote engagements as contracted by a bank or lender for clients needing lines of credit ranging from under one million dollars or as much as one billion dollars
Conduct audits focused on the company's collateral - typically accounts receivable and inventory - by understanding complex concepts or information
Input examination findings into excel templates and produce a comprehensive written report for lenders describing the results and listing findings or exceptions
Perform professional interaction with clients, including calls and meetings
Qualifications:
Strong analytical skills with a willingness to learn new things
Naturally inquisitive on all topics relating to transactions
Excellent verbal and written communication skills
Attention to detail
Ability to meet strict deadlines
Advanced proficiency in Microsoft Office Excel and Word, Monarch, or other data extraction programs
Flexibility for occasional travel
2-4 years of relevant work experience preferred
ABL experience is desired but not required
Competencies:
Verbal Skills: Communicates with a vast vocabulary in a variety of settings and can understand the sophisticated language
Numeric Ability: Proficient with basic numerical equations and is comfortable with complex calculations resulting in accurate and sophisticated conclusions
Fast-Paced: Very active and results-driven with the ability to juggle the demands of several tasks at once
Assertiveness: Enjoys influencing others but is still willing to follow directions from someone else when necessary
Sociability: Comfortable working alone, but willing to collaborate as part of a team when necessary
Decisiveness: Balances timeliness and deliberation but is comfortable making quick decisions when required
Independence: Autonomous yet can accept necessary guidance and instruction
Judgment: Balances objective information and instincts to make decisions
Education:
Bachelor's Degree in Accounting or Finance; Masters preferred
Company Benefits:
Competitive Medical Benefits
401(k) plan with employer contributions
Unlimited Paid Time Off
Flexibility to work from home
Paid Family Care Leave
Annual Holiday Retreat
Professional Development
$55k-80k yearly est. 60d+ ago
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Senior Triage Examiner
Insurance Company of The West
Remote job
Are you looking to make an impactful difference in your work, yourself, and your community? Why settle for just a job when you can land a career? At ICW Group, we are hiring team members who are ready to use their skills, curiosity, and drive to be part of our journey as we strive to transform the insurance carrier space. We're proud to be in business for over 50 years, and its change agents like yourself that will help us continue to deliver our mission to create the best insurance experience possible.
Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for ten consecutive years as a Top 50 performing P&C organization offering the stability of a large, profitable and growing company combined with a focus on all things people. It's our team members who make us an employer of choice and the vibrant company we are today. We strive to make both our internal and external communities better everyday! Learn more about why you want to be here!
PURPOSE OF THE JOB
The purpose of this job is to manage new Workers' Compensation losses for the first 10 days of the life of the claim. This job takes necessary steps to assess and summarize new losses, prepare an action plan, set diaries, and reserve the file, all in preparation for assigning the file to an examiner for permanent handling.
ESSENTIAL DUTIES AND RESPONIBILITIES
Administers benefits to injured workers in accordance with statutory and case law as well as pertinent regulations for the first 10 days of the claim.
Represents the Workers' Compensation Department and ICW Group when interacting with injured workers.
Communicates with insureds to obtain information necessary for processing claims.
Contacts and/or interviews injured workers, doctors, medical specialists, attorneys, and employers to get additional information.
Communicates claim activity and processing with the injured worker and insured.
Maintains professional client relationships.
Communicates effectively with other Company departments.
Creates reserves in a timely manner to ensure reserving activities are consistent with company standards and best practices guidelines.
Manages complex claims and approves payment of benefits within higher designated authority level.
Assesses claims fairly and equitably, acting in the best interest of all parties and providing benefits as prescribed by law.
Ensures claim files are properly documented and claims coding is correct.
Refers cases as appropriate to supervisor and management.
Prepares an action plan and set diaries, in preparation for assigning the file to an examiner for permanent handling.
Assists with special projects and development of more junior team members as needed.
SUPERVISORY RESPONSIBILITIES
This role does not have supervisory responsibilities but may mentor and/or train junior team members.
EDUCATION AND EXPERIENCE
High school diploma or general education degree (GED) required. Bachelor's degree from four-year college or university preferred. Minimum of 2-3 years of insurance or claims related experience, or equivalent combination of education and experience required. Minimum 1-2 years of workers' compensation claims experience required.
CERTIFICATES, LICENSES, REGISTRATIONS
California Only
: All examiners must receive certification that meets the minimum standards of training, experience, skill, and further education as required.
California Only:
California Workers' Compensation Claims Administration (WCCA) and Workers' Compensation Claim Professional (WCCP) certifications preferred.
All other jurisdictions:
State Workers' Compensation License as required.
KNOWLEDGE AND SKILLS
Understanding of laws and jurisdictional restraints to manage injuries. Excellent verbal and written communication skills, time management and organizational skills. Requires a high level of attention to detail. Team oriented and a sense of urgency for execution. Able to resolve conflicts fairly and equitably. Problem solving and decision-making ability,
PHYSICAL REQUIREMENTS
Office environment - no specific or unusual physical or environmental demands and employees are regularly required to sit, walk, stand, talk, and hear.
WORK ENVIRONMENT
This position operates in an office environment and requires the frequent use of a computer, telephone, copier, and other standard office equipment.
We are currently not offering employment sponsorship for this opportunity
#LI-ET1 #LI-Hybrid
The current range for this position is
$61,979.26 - $97,736.56
This range is exclusive of fringe benefits and potential bonuses. If hired at ICW Group, your final base salary compensation will be determined by factors unique to each candidate, including experience, education and the location of the role and considers employees performing substantially similar work.
WHY JOIN ICW GROUP?
Challenging work and the ability to make a difference
You will have a voice and feel a sense of belonging
We offer a competitive benefits package, with generous medical, dental, and vision plans as well as 401K retirement plans and company match
Bonus potential for all positions
Paid Time Off
Paid holidays throughout the calendar year
Want to continue learning? We'll support you 100%
ICW Group is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. ICW Group will not discriminate against an applicant or employee on the basis of race, color, religion, national origin, ancestry, sex/gender, age, physical or mental disability, military or veteran status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other characteristic protected by applicable federal, state or local law.
___________________
Job Category
Claims
$62k-97.7k yearly Auto-Apply 30d ago
Sr. Commercial Review Appraiser
City National Bank 4.9
Remote job
*COMML REVIEW APPRAISER SENIOR* WHAT IS THE OPPORTUNITY? The Commercial Real Estate Review Appraiser is responsible for the engagement of third-party vendors and review of appraisal reports for the Bank's real estate secured loans and related supporting functions. This position works to minimize risk by conducting valuation research, analysis and providing guidance and recommendations to the lending and credit risk staff. The Commercial Real Estate Review Appraiser will be evaluating a variety of property types, including but not limited to, industrial, multi-family, office, retail shopping centers, special use, etc.
WHAT WILL YOU DO?
* Primary responsibility is to manage the full process of a valuation request from the procurement of the appraisal report to the completion of the review report.
* Develops scope of work for soliciting appraisals bids in line with internal appraisal selection process and provides lending team with recommendations.
* Maintain effective communication with engaged vendors and manage issues/field questions to maintain the integrity of the appraisal assignment.
* Reviews the quality and accuracy of appraisal reports to ensure compliance with federal and state regulations, including FIRREA, Interagency Appraisal and Evaluation Guidelines, Uniform Standards of Professional Appraisal Practice (USPAP) and internal Bank policies, as well as review the reasonableness of the value conclusion (if warranted, develop an internal value conclusion).
* Coordinates the resolution for any appraisal deficiencies with third party vendors and request revisions, as well as being a liaison between lending team and appraiser regarding any appraisal disputes.
* Monitors regulatory standards and industry guidelines for any changes that impact the real estate valuation process; assists with updating related internal policies, procedural manuals, and research libraries.
* Familiarity with trends in local markets, being knowledgeable of economic and industry changes, and applying that knowledge to ascertain the accuracy and quality of appraisal reports under review.
* May complete internal real estate market evaluations on commercial or residential properties where an appraisal report is not required.
* Provide support to the department on additional responsibilities as directed.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 7 years of experience appraising and/or reviewing appraisals of various commercial property types for a financial institution required.
* Minimum 5 years of experience in real estate, banking or financial industry
* Property/Real Estate Management\Certified Real Estate Appraiser
*Additional Qualifications*
* Strong written and oral communication skills with an ability to effectively communicate between the lending team and third-party vendors.
* Proficiency with Microsoft Word, Excel and cash flow software applications such as Argus; familiarity with appraisal order management software.
* Must have a clear understanding and knowledge of USPAP and federal appraisal regulatory requirements.
* Strong analytical and research skills; developed technical writing ability.
* Proven ability to be self-motivated and manage multiple projects simultaneously in order to meet deadlines and quality standards.
* Strong problem resolution and analytical skill; ability to make objective decisions based on analysis of data within restricted time frames.
* Familiarity with environmental assessment reports is a plus.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $70,000 - $130,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$70k-130k yearly 48d ago
Member of Compliance, FIU & Fraud
Anchorage Digital
Remote job
At Anchorage Digital, we are building the world's most advanced digital asset platform for institutions to participate in crypto. Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, and the industry's leading security infrastructure. Home to Anchorage Digital Bank N.A., the first federally chartered crypto bank in the U.S., Anchorage Digital also serves institutions through Anchorage Digital Singapore, Porto by Anchorage Digital, and other offerings.
The company is funded by leading institutions including Andreessen Horowitz, GIC, Goldman Sachs, KKR, and Visa, with its Series D valuation over $3 billion. Founded in 2017 in San Francisco, California, Anchorage Digital has offices in New York, New York; Porto, Portugal; Singapore; and Sioux Falls, South Dakota. Learn more at anchorage.com, on X @Anchorage, and on LinkedIn.
As a Member of Compliance, Fraud, you will collaborate with leadership to advance Anchorage Digital's blockchain analytics and fraud investigation capabilities. This role entails collaboratively working with the FCC's fraud control tools, identifying and evaluating blockchain-based risks, and spearheading initiatives to enhance the organization's comprehension and utilization of blockchain technology and anti-fraud technology. The role also entails working with Digital Asset and Fiat Data.
This role merges technical expertise with strategic foresight to guarantee effective blockchain data management, Fiat activity, and the recognition of emerging trends and risks within the digital asset ecosystem. The role is essential to the Bank's defense against money laundering, terrorist financing and fraud, as well as the expansion of the Global FCC Model.Technical Skills:
Demonstrates expert advisory support across multiple teams, ensuring that the organization remains resilient against blockchain-based financial crimes and adheres to evolving regulatory requirements.
SAR form completion and filing expertise
Provides investigative/analytic support for complex, technical, and/or highly sensitive investigations and initiatives across the FCC functional teams.
Partners with the FCC functional teams to accurately apply attribution to entities behind cryptocurrency addresses and contracts in support of the FCC and serviced entities.
Develops and delivers training materials and sessions to internal teams to improve awareness and understanding of blockchain technology, compliance issues, and emerging risks.
Utilizes blockchain analytics tools to trace the flow of digital assets across multiple networks and identify bad actors.
Continuously monitors and conducts in-depth analysis of digital asset and Fiat data to uncover patterns, trends, and suspicious activities across blockchain networks and Banking partners.
Provides technical analysis for high-risk escalations to assess findings beyond initial flags and/or risk indicators.
Complexity and Impact of Work:
Capable of navigating challenges and exercising expert judgment in the selection of processes, techniques, and criteria for obtaining efficient results, working diligently in a fast paced environment where change in prioritization is fluent.
Provides expert advice and support to compliance, legal, and regulatory teams on investigations related to digital assets, Fiat, risk mitigation strategies, and the Digital Asset Support Framework.
Works with FCC leadership to boost operational efficiency and scale through strategic alignment, process improvements, technical integration, automation, knowledge transfer, training, risk mitigation, compliance, proactive insights, and adaptability.
Offers expert guidance and support the development, implementation, and enhancement of digital asset compliance programs and controls to align with international AML and CTF standards, ensuring compliance with evolving regulations concerning digital assets, DeFi, and VASPs, across global operations.
Assists in creating policies and procedures for monitoring and reporting suspicious digital asset activities, and assist the Financial Crime Compliance Teams in reviewing secondary market risk of Bank-issued stablecoins, internal attribution, and TRM Labs blockchain analytics alerts, as needed.
Assists in conducting QC work of L1 Analyst reviews.
Independently completes projects within the team with minimal supervision from leadership, including collaborating tasks among team members.
Consistently demonstrates on-time delivery and high quality work product. Where a deadline or commitment is at risk, escalates to manager to help manage priorities, if appropriate, and alerts affected stakeholders so "no surprises."
Organizational Knowledge:
Is aware of the strategy of Anchorage Digital to guarantee its successful implementation and is considered when defining the planning and goals of the team.
Has a deep understanding of Anchorage Digital's objectives and works with leadership to ensure regulatory compliance is being met.
Ensures that knowledge is shared amongst Anchorage Digital, and more specifically, the FCC Team, and does not position themselves or others as a single point of failure.
Serves as a representative of Anchorage Digital to provide Fiat technical knowledge and blockchain tracing expertise during training events/conferences, prospective client meetings/demonstrations, and client support/planning, as needed.
Communication and Influence:
Stays up-to-date with regulatory developments in the digital asset space and advise on the implications for the business, working closely with internal teams (e.g., Legal, Risk, Compliance, IT) to ensure blockchain or anti-fraud initiatives are aligned with business objectives, risk management, and regulatory compliance.
Engages with external partners (law enforcement, regulators, and blockchain analytics firms) to share insights and strengthen digital asset or fraud intelligence capabilities.
Collaborates with internal teams (e.g., security, and compliance) to coordinate rapid response to blockchain-related incidents, ensuring appropriate Financial Crime Compliance teams are notified and provided sufficient details, as needed.
Mentors and guides others within the FCC Team, helping to understand the strategic goals of the compliance department and how their work relates to the broader company.
Able to collaborate with leadership in a professional manner in order to convey insights, recommendations, conclusions and ideas on how to improve the FCC Team.
Consistently expresses clear, thoughtful, analytical and solutions-oriented communications, whether in high-impact slides/decks, written communications in slack or email, or verbal communications.
You may be a fit for this role if you have:
Blockchain tracing expertise-across multiple chains
Fiat fraud case expertise
Expertise in the unique aspects of different layer 1s, along with smart contracts, staking pools, etc.
Excellent writing and presentation skills
Experience reviewing transaction monitoring alerts and performing thorough case investigations
Although not a requirement, bonus points if:
Investigation certifications from either TRM Labs or Chainalysis or Elliptic
Experience using Sentilink or LexisNexis Threatmetrix
Previous experience with regulated digital asset or Financial Institution compliance
About Anchorage Digital: Who we are
The Anchorage Village, what we call our team, brings together the brightest minds from platform security, financial services, and distributed ledger technology to provide the building blocks that empower institutions to safely participate in the evolving digital asset ecosystem. As a diverse team of more than 600 members, we are united in one common goal: building the future of finance by providing the foundation upon which value moves safely in the new global economy.
Anchorage Digital is committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported, and connected at work-regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives. Anchorage Digital is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status. Anchorage Digital considers qualified applicants regardless of criminal histories, consistent with other legal requirements. “Anchorage Digital” refers to services that are offered either through Anchorage Digital Bank National Association, an OCC-chartered national trust bank, or Anchorage Lending CA, LLC a finance lender licensed by the California Department of Financial Protection and Innovation, License No. 60DBO-11976, or Anchorage Digital Singapore Pte Ltd, a Singapore private limited company, all wholly-owned subsidiaries of Anchor Labs, Inc., a Delaware corporation.
Protecting your privacy rights is important to Anchorage Digital, and we work to maintain the trust and confidence of our clients when handling personal or financial information. Please see our privacy policy notices here.
$56k-84k yearly est. Auto-Apply 17d ago
Commercial Appraiser, Remote
2025 Logo
Remote job
Job DescriptionDescription:
HCA Asset Management is looking for our next Commercial Insurance Appraisers. Are you a Claims Adjuster in the Insurance field yearning for an opportunity to belong to something better? HCA is a consulting and appraisal firm offering inventory and appraisal services to corporate, university, and governmental clients throughout the United States. We believe that our customers are our friends and that doing the right thing never goes out of style. As a Commercial Appraiser, you will learn from the best in the business, have fun doing it, and be rewarded for your performance. We are proud to offer the best benefits in the business along with an environment where only YOU will limit your growth potential.
As a Commercial Appraiser with HCA, a typical day might include:
Inspecting commercial buildings and collecting data on structure characteristics
In-office pricing using collected field data and industry-standard methodologies
Interfacing directly with clients to discuss project scope and findings
Working with senior team members to hone appraisal skills and produce client deliverables
Conducting field inventory of client movable equipment and assets
Requirements:
As a new team member with HCA, you will need to:
Exhibit a proven ability to work independently in a remote environment
Be 100% committed to delivering the best experience to HCA Clients
Be a critical thinker, and thrive on learning new things
Enjoy solving problems and improving internal and external processes
Effectively communicate with clients and team members
Feel comfortable communicating with customers and coworkers of any level
Be detail oriented and extremely organized, including regular documentation
Travel for assignments, including out-of-state, 50%-70% of the time
Hold an associate's degree or higher or similar work experience
Have a high level of expertise in Excel
Bonus if you have skills or experience in any of these:
Construction cost estimating, or prior commercial appraisal experience
Claims Adjuster (Property, Vehicles, Equipment, etc)
Engineering or blueprint reading
Bachelor's degree in a related field
Property Insurance Underwriting and/or Claims (commercial preferred)
Knowledge of Water / Wastewater Industry
Experience in Public Entity operations
HCA Asset Management is a 40-year-old privately owned group of Appraisers and Capital Asset experts. We offer a competitive benefit package, including health insurance and 401k plan. And most of our jobs are 100% remote!
$33k-52k yearly est. 8d ago
TDI-Financial Examiner III (Amended 1-23-2026)
Capps
Remote job
TDI-Financial Examiner III (Amended 1-23-2026) (00055497) Organization: TEXAS DEPARTMENT OF INSURANCE Primary Location: Texas-Harris Work Locations: Home Office - Harris County (454-HO-101) Harris County Harris Job: Business and Financial Operations Employee Status: Regular Schedule: Full-time Standard Hours Per Week: 40.
00 Travel: Yes, 75 % of the Time State Job Code: 1104 Salary Admin Plan: B Grade: 21 Salary (Pay Basis): 6,016.
89 - 6,016.
89 (Monthly) Number of Openings: 1 Overtime Status: Non-exempt Job Posting: Jan 20, 2026, 8:20:36 PM Closing Date: Ongoing Description Do you have a passion for public state service and enjoy making a difference? Don't miss out on this opportunity.
The Texas Department of Insurance (TDI) is hiring! Apply today if you're looking for a rewarding career in public state service.
TDI regulates the insurance industry, administers the Texas workers' compensation system, educates, and protects consumers.
TDI is located at the Barbara Jordan Building at 1601 Congress Avenue in Austin, near the Texas Capitol.
Benefits of working at TDI: Flexible work schedules.
Work-life-balance.
96 hours of accrued vacation a year.
96 hours of accrued sick leave a year.
20+ holidays every year.
Career advancement opportunities.
Free parking.
401(k) and 457 Programs.
State of Texas retirement plan with a lifetime annuity through the Employee Retirement System of Texas (ERS).
Free comprehensive medical insurance for full-time employees and 50% off premium costs for dependents (state pays other 50%).
Optional benefits like dental, vision, life insurance, and many more.
Qualified employer for the Federal Public Service Loan Forgiveness Program.
Before you apply: TDI does not sponsor or assume sponsorship of an employment visa.
Learn about our selection process, our military employment preference, licensing, and credential requirements.
Financial Examiner III (Financial Examiner Trainee) Houston Area Financial Solvency Examinations evaluates the financial condition of insurance companies to determine their ability to pay claims and ensure compliance with state insurance laws.
This position performs moderately complex (journey-level) financial examination work.
Work involves reviewing, testing, and evaluating fiscal, corporate, and operational records, and conducting examinations to determine and report on financial conditions and compliance with statutory requirements, bylaws, and rules.
Works under general supervision, with limited latitude for the use of initiative and independent judgment.
Brief description of the job.
This position: Assists with risk identification and risk mitigation and effect on financial solvency.
Evaluates reported assets, liabilities, and capital and surplus for compliance with statutes, rules, and regulations.
Reconciles company records and workpapers to annual and other financial statements; prepares worksheets and calculations of financial data from company records.
Identifies and reports on examination findings related to financial solvency or statutory compliance.
Actively participates in self-study regime to meet examiner certification and training requirements.
Provides assistance in meetings with executive and/or senior level management of companies to discuss risks, financial data, and policies and procedures.
Assists with special projects and performs other duties as assigned.
Qualifications This position requires: Graduation from an accredited four-year college or university with major coursework in business administration, accounting or finance, risk management, economics, or a related field.
Successful completion of the following courses is required for degrees other than Accounting: Accounting Fundamentals (6 semester hours) Finance or Economics (3 semester hours) General Auditing (3 semester hours) Business Law (3 semester hours) Or Have a Master of Science (MS) or Master of Business Administration (MBA) in accounting from an accredited college or university.
Or Be a Certified Public Accountant.
Candidates must submit transcripts from all academic institutions where course credit was earned.
Applications without complete transcripts will not be considered.
Note: Must be eligible for the bond-related provisions of Insurance Code Section 401.
106 and take the oath required by Insurance Code Section 401.
105.
Additional job details: This is a remote work position that requires extensive travel (up to 75%).
No office will be provided by the department.
Candidates must have a secure, dedicated workspace with Internet service.
Must be available during approved work schedule for meetings and group collaboration via Microsoft Teams and other applications.
Must attain the Accredited Financial Examiner (AFE) designation from the Society of Financial Examiners within a period of no longer than three years after employment.
Must attain the Certified Financial Examiner (CFE) designation from the Society of Financial Examiners within a period of no longer than five years after employment.
Preferences for this position include: Experience with regulatory examinations or related audits.
Demonstrated understanding of general insurance terminology.
Experience with statutory accounting principles.
Demonstrated ability to identify and assess risk.
This position requires demonstrated knowledge of:Basic auditing and accounting standards of Statutory Accounting Principles (SAP) and Generally Accepted Accounting Principles (GAAP).
General office practices and administrative procedures.
General understanding of business law and practices.
Gathering and assimilating information from multiple sources efficiently.
Developing clear and concise conclusions.
This position requires demonstrated skill in: Operating a motor vehicle in a safe and courteous manner in compliance with traffic laws.
Problem solving, decision making, and planning.
Gathering and assimilating information from multiple sources efficiently and developing clear and concise conclusions.
Organization and prioritization of tasks.
Using personal computers, including Microsoft applications (e.
g.
Word and Excel).
This position requires the demonstrated ability to: Satisfy the requirements to maintain fully qualified driving status.
Apply critical thinking to analyze and solve work problems and analyze and evaluate compliance trends.
Communicate professionally and effectively, both verbally and in writing, with all levels of employees and the general public.
Learn examination techniques, identify and assess risk and evaluate its effect on financial statements and related documents.
Apply statutory accounting practices and analytical skills.
Establish and maintain effective working relationships with management, team members, coworkers and public.
Take initiative, accept new challenges, and be adaptive to changes.
Manage time effectively to complete assigned items within the budgeted amount of time.
Military Employment Preference Get help translating your military work experience and training courses into civilian job terms, qualifications/requirements, and skill sets.
Redact personal or sensitive information from all attachments.
To receive a military employment preference, you must submit the following documents, as applicable, with your application.
See How to Apply - Military Employment Preference.
Applicable Military Occupational Specialty (MOS) codes are included, but not limited to one of the following: 36A, F&S, 3404, 6FOX1, 65FX Click or copy and paste the following link into your browser to access Military Crosswalk information: ***********
hr.
sao.
texas.
gov/Compensation/MilitaryCrosswalk/MOSC_AccountingAuditingandFinance.
pdf How to apply:You may apply through CAPPS Career Center or Work in Texas (WIT).
The following information is required with your submission.
Your submission must include complete:· Employment history (month and year).
· Duties and responsibilities.
· Education.
· Certifications.
· Licenses.
· Supplemental questions (if applicable)*.
We may reject submissions that do not include all the required information.
*If you are applying through WIT, log into CAPPS Career Center to access supplemental questions and review your submission.
$56k-84k yearly est. Auto-Apply 6h ago
Sr. Commercial Review Appraiser
City National Bank 4.9
Remote job
*COMML REVIEW APPRAISER SENIOR* WHAT IS THE OPPORTUNITY? The Commercial Real Estate Review Appraiser is responsible for the engagement of third-party vendors and review of appraisal reports for the Bank's real estate secured loans and related supporting functions. This position works to minimize risk by conducting valuation research, analysis and providing guidance and recommendations to the lending and credit risk staff. The Commercial Real Estate Review Appraiser will be evaluating a variety of property types, including but not limited to, industrial, multi-family, office, retail shopping centers, special use, etc.
WHAT WILL YOU DO?
* Primary responsibility is to manage the full process of a valuation request from the procurement of the appraisal report to the completion of the review report.
* Develops scope of work for soliciting appraisals bids in line with internal appraisal selection process and provides lending team with recommendations.
* Maintain effective communication with engaged vendors and manage issues/field questions to maintain the integrity of the appraisal assignment.
* Reviews the quality and accuracy of appraisal reports to ensure compliance with federal and state regulations, including FIRREA, Interagency Appraisal and Evaluation Guidelines, Uniform Standards of Professional Appraisal Practice (USPAP) and internal Bank policies, as well as review the reasonableness of the value conclusion (if warranted, develop an internal value conclusion).
* Coordinates the resolution for any appraisal deficiencies with third party vendors and request revisions, as well as being a liaison between lending team and appraiser regarding any appraisal disputes.
* Monitors regulatory standards and industry guidelines for any changes that impact the real estate valuation process; assists with updating related internal policies, procedural manuals, and research libraries.
* Familiarity with trends in local markets, being knowledgeable of economic and industry changes, and applying that knowledge to ascertain the accuracy and quality of appraisal reports under review.
* May complete internal real estate market evaluations on commercial or residential properties where an appraisal report is not required.
* Provide support to the department on additional responsibilities as directed.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 7 years of experience appraising and/or reviewing appraisals of various commercial property types for a financial institution required.
* Minimum 5 years of experience in real estate, banking or financial industry
* Property/Real Estate Management\Certified Real Estate Appraiser
*Additional Qualifications*
* Strong written and oral communication skills with an ability to effectively communicate between the lending team and third-party vendors.
* Proficiency with Microsoft Word, Excel and cash flow software applications such as Argus; familiarity with appraisal order management software.
* Must have a clear understanding and knowledge of USPAP and federal appraisal regulatory requirements.
* Strong analytical and research skills; developed technical writing ability.
* Proven ability to be self-motivated and manage multiple projects simultaneously in order to meet deadlines and quality standards.
* Strong problem resolution and analytical skill; ability to make objective decisions based on analysis of data within restricted time frames.
* Familiarity with environmental assessment reports is a plus.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $70,000 - $130,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$70k-130k yearly 48d ago
Financial Examiner
RSM 4.4
Remote job
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.
The Financial Examiner will primarily perform financial examinations and regulatory consulting services for state insurance departments. This position has significant opportunity for advancement as well as personal and professional growth.
Responsibilities
(Responsibilities vary depending on seniority level)
Perform risk focused financial examinations to determine solvency and compliance to statutes on behalf of Risk & Regulatory Consulting LLC insurance clients.
Perform reviews of examination work papers and evaluate insurance company operations.
Ensure the integrity of the regulatory system.
Assist with the preparation of reports, exhibits, and other supporting schedules that detail a company's solvency, condition and compliance with laws and regulations, and recommend solutions to questionable financial conditions.
Responsible for timely submission of draft reports for review.
Recommend/document actions to ensure compliance with laws and regulations, or to protect solvency of the company.
Provide knowledge and guidance of insurance laws, rules, and regulations.
Review and analyze new, proposed, or revised laws, regulations, policies, and procedures in order to interpret their meaning and determine impact to the company.
Analyze financial operating statements, reports, and records relating to specific and overall operations of insurance companies; prepare and supervise writing of clear, complete, concise, and informative reports of financial conditions of insurance companies and health care organizations.
Consistently enhance knowledge of: principles, practices, techniques, and methods of accounting and auditing; insurance examination and regulation; insurance laws and Insurance Commissioner's rulings; and related Attorney General opinions and court decisions; insurance company practices; statistical sampling procedures; basic actuarial mathematics; principles and practice of effective supervision, insurance companies and health care organizations.
Qualifications
Bachelor's Degree in Accounting or Finance; MBA and/or professional certification/s preferred
Minimum 5+ years experience as an accountant, auditor or examiner with a state insurance department or a public accounting firm or as an accountant, internal or external auditor or examiner of insurance companies.
Insurance industry experience is a must.
Certified Financial Examiner (CFE) or CFE Candidate, CPA or CPA candidate, and/or Certified Internal Auditor (CIA) or CIA Candidate a plus
PC skills, including experience in using software for producing presentations, spreadsheets, and project planning (skilled in TeamMate, ACL/Access, and MS Excel, Word and Power Point)
Strong interpersonal, presentation, analytical and examination/audit skills
Excellent organizational skills and the ability to prioritize multiple tasks, projects and assignments using effective time management skills
Strong written and verbal communication skills are required
Dynamic/flexible demeanor with exceptional client service skills
Must be self-motivated, work well independently and possess a sense of urgency
Skilled in team building and team development
Work from home with flexibility to travel
Ability to demonstrate ethical and professional standards as outlined by the Firm
Risk & Regulatory Consulting, LLC (RRC) was formerly a business segment of RSM US LLP (formerly McGladrey) until 2012 when the separate legal entity was formed. RRC is a strategic business partner with RSM providing actuarial and insurance industry consulting services to RSM clients.
Risk & Regulatory Consulting, LLC (RRC) is a national, leading professional services firm dedicated to providing exceptional regulatory services to clients. With over 100 experienced insurance professionals located in 22 states, we believe RRC is uniquely positioned to serve state insurance departments. We offer services in the following regulatory areas: financial examinations, market conduct examinations, insolvency and receiverships, actuarial services and valuations, investment analysis, reinsurance expertise, market analysis and compliance, and special projects. We are a results oriented firm committed to success that builds long term relationships with our clients.
RRC is managed by seven partners and our practice includes full time professionals dedicated to our regulatory clients. We are focused on listening to your needs and designing customized examination, consulting, and training solutions that address your needs. We bring multiple service lines together to provide superior and seamless service to our clients. We are committed to training our customers and our team. We have developed various comprehensive in house training programs that have been tailored to meet the needs of our regulatory clients. We offer competitive pricing, outstanding experience, credentials and references. RRC is an active participant in the NAIC, SOFE, and IRES.
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 will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
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: $67,000 - $126,500
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$67k-126.5k yearly Auto-Apply 60d+ ago
Certified Financial Examiner (Contract)
Lewis & Ellis 3.9
Remote job
[Remote Role]
New Year, New Role? Bring your expertise to Lewis & Ellis as a Certified Financial Examiner (CFE). Are you a CFE who values flexibility and autonomy? At Lewis & Ellis Actuaries and Consultants, we know your expertise matters-and we make sure you have the tools and support to do your best work.
Lewis & Ellis (L&E) is a nationally recognized consulting firm with a legacy of excellence since 1968. With representatives nationwide and a global client base, we provide expert consulting services across life, health, and property & casualty insurance.
Base Pay Rate: Based on experience.
YOU WILL:
Complete financial examinations end-to-end (planning, fieldwork, documentation, and report-ready deliverables) in line with applicable standards and engagement expectations.
Coordinate with Lewis & Ellis and engagement stakeholders to confirm scope, priorities, and timelines.
Communicate effectively with insurance company contacts and state regulators to address requests, questions, and findings.
Use examination tools and technology (including TeamMate+ and Microsoft 365) to support efficient remote work.
Stay current on relevant regulatory guidance, statutory accounting considerations, and industry developments affecting examination work.
ESSENTIAL REQUIREMENTS:
Certified Financial Examiner (CFE) designation .
Demonstrated experience completing examinations independently from initial planning through final deliverables.
Strong knowledge of insurance financial examinations, statutory accounting principles, and regulatory expectations.
Proficiency with TeamMate AM/TeamMate+ and Microsoft 365; ability to work within structured documentation standards.
Excellent analytical skills, attention to detail, and professional judgment; ability to meet deadlines with minimal oversight.
Ability to work remotely with reliable availability aligned to engagement timelines.
PAY, BENEFITS & PERKS:
Flexible work approach: Set a schedule that works for you (within client requirements).
Transparent compensation: Straightforward, clearly communicated pay (based on experience and engagement structure).
No non-compete clauses: Your career is yours-we won't hold you back.
We provide the tools: TeamMate+, Microsoft 365, and a company laptop (for Lewis & Ellis work only) so you can hit the ground running.
Application Process
Please apply online. You may also email ***************************.
Lewis & Ellis is an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
L&E also provides reasonable accommodations to qualified individuals with disabilities and applicants with disabilities in accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws.
$53k-73k yearly est. Easy Apply 15d ago
Sr. Commercial Review Appraiser
City National Bank 4.9
Remote job
*COMML REVIEW APPRAISER SENIOR* WHAT IS THE OPPORTUNITY? The Commercial Real Estate Review Appraiser is responsible for the engagement of third-party vendors and review of appraisal reports for the Bank's real estate secured loans and related supporting functions. This position works to minimize risk by conducting valuation research, analysis and providing guidance and recommendations to the lending and credit risk staff. The Commercial Real Estate Review Appraiser will be evaluating a variety of property types, including but not limited to, industrial, multi-family, office, retail shopping centers, special use, etc.
WHAT WILL YOU DO?
* Primary responsibility is to manage the full process of a valuation request from the procurement of the appraisal report to the completion of the review report.
* Develops scope of work for soliciting appraisals bids in line with internal appraisal selection process and provides lending team with recommendations.
* Maintain effective communication with engaged vendors and manage issues/field questions to maintain the integrity of the appraisal assignment.
* Reviews the quality and accuracy of appraisal reports to ensure compliance with federal and state regulations, including FIRREA, Interagency Appraisal and Evaluation Guidelines, Uniform Standards of Professional Appraisal Practice (USPAP) and internal Bank policies, as well as review the reasonableness of the value conclusion (if warranted, develop an internal value conclusion).
* Coordinates the resolution for any appraisal deficiencies with third party vendors and request revisions, as well as being a liaison between lending team and appraiser regarding any appraisal disputes.
* Monitors regulatory standards and industry guidelines for any changes that impact the real estate valuation process; assists with updating related internal policies, procedural manuals, and research libraries.
* Familiarity with trends in local markets, being knowledgeable of economic and industry changes, and applying that knowledge to ascertain the accuracy and quality of appraisal reports under review.
* May complete internal real estate market evaluations on commercial or residential properties where an appraisal report is not required.
* Provide support to the department on additional responsibilities as directed.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 7 years of experience appraising and/or reviewing appraisals of various commercial property types for a financial institution required.
* Minimum 5 years of experience in real estate, banking or financial industry
* Property/Real Estate Management\Certified Real Estate Appraiser
*Additional Qualifications*
* Strong written and oral communication skills with an ability to effectively communicate between the lending team and third-party vendors.
* Proficiency with Microsoft Word, Excel and cash flow software applications such as Argus; familiarity with appraisal order management software.
* Must have a clear understanding and knowledge of USPAP and federal appraisal regulatory requirements.
* Strong analytical and research skills; developed technical writing ability.
* Proven ability to be self-motivated and manage multiple projects simultaneously in order to meet deadlines and quality standards.
* Strong problem resolution and analytical skill; ability to make objective decisions based on analysis of data within restricted time frames.
* Familiarity with environmental assessment reports is a plus.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $70,000 - $130,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$70k-130k yearly 48d ago
TDI-Financial Examiner III (Amended 1-23-2026)
Capps
Remote job
TDI-Financial Examiner III (Amended 1-23-2026) (00055497) Organization: TEXAS DEPARTMENT OF INSURANCE Primary Location: Texas-Harris Work Locations: Home Office - Harris County (454-HO-101) Harris County Harris Job: Business and Financial Operations Employee Status: Regular Schedule: Full-time Standard Hours Per Week: 40.
00 Travel: Yes, 75 % of the Time State Job Code: 1104 Salary Admin Plan: B Grade: 21 Salary (Pay Basis): 6,016.
89 - 6,016.
89 (Monthly) Number of Openings: 1 Overtime Status: Non-exempt Job Posting: Jan 20, 2026, 8:20:36 PM Closing Date: Ongoing Description Do you have a passion for public state service and enjoy making a difference? Don't miss out on this opportunity.
The Texas Department of Insurance (TDI) is hiring! Apply today if you're looking for a rewarding career in public state service.
TDI regulates the insurance industry, administers the Texas workers' compensation system, educates, and protects consumers.
TDI is located at the Barbara Jordan Building at 1601 Congress Avenue in Austin, near the Texas Capitol.
Benefits of working at TDI: Flexible work schedules.
Work-life-balance.
96 hours of accrued vacation a year.
96 hours of accrued sick leave a year.
20+ holidays every year.
Career advancement opportunities.
Free parking.
401(k) and 457 Programs.
State of Texas retirement plan with a lifetime annuity through the Employee Retirement System of Texas (ERS).
Free comprehensive medical insurance for full-time employees and 50% off premium costs for dependents (state pays other 50%).
Optional benefits like dental, vision, life insurance, and many more.
Qualified employer for the Federal Public Service Loan Forgiveness Program.
Before you apply: TDI does not sponsor or assume sponsorship of an employment visa.
Learn about our selection process, our military employment preference, licensing, and credential requirements.
Financial Examiner III (Financial Examiner Trainee) Houston Area Financial Solvency Examinations evaluates the financial condition of insurance companies to determine their ability to pay claims and ensure compliance with state insurance laws.
This position performs moderately complex (journey-level) financial examination work.
Work involves reviewing, testing, and evaluating fiscal, corporate, and operational records, and conducting examinations to determine and report on financial conditions and compliance with statutory requirements, bylaws, and rules.
Works under general supervision, with limited latitude for the use of initiative and independent judgment.
Brief description of the job.
This position: Assists with risk identification and risk mitigation and effect on financial solvency.
Evaluates reported assets, liabilities, and capital and surplus for compliance with statutes, rules, and regulations.
Reconciles company records and workpapers to annual and other financial statements; prepares worksheets and calculations of financial data from company records.
Identifies and reports on examination findings related to financial solvency or statutory compliance.
Actively participates in self-study regime to meet examiner certification and training requirements.
Provides assistance in meetings with executive and/or senior level management of companies to discuss risks, financial data, and policies and procedures.
Assists with special projects and performs other duties as assigned.
Qualifications This position requires: Graduation from an accredited four-year college or university with major coursework in business administration, accounting or finance, risk management, economics, or a related field.
Successful completion of the following courses is required for degrees other than Accounting: Accounting Fundamentals (6 semester hours) Finance or Economics (3 semester hours) General Auditing (3 semester hours) Business Law (3 semester hours) Or Have a Master of Science (MS) or Master of Business Administration (MBA) in accounting from an accredited college or university.
Or Be a Certified Public Accountant.
Candidates must submit transcripts from all academic institutions where course credit was earned.
Applications without complete transcripts will not be considered.
Note: Must be eligible for the bond-related provisions of Insurance Code Section 401.
106 and take the oath required by Insurance Code Section 401.
105.
Additional job details: This is a remote work position that requires extensive travel (up to 75%).
No office will be provided by the department.
Candidates must have a secure, dedicated workspace with Internet service.
Must be available during approved work schedule for meetings and group collaboration via Microsoft Teams and other applications.
Must attain the Accredited Financial Examiner (AFE) designation from the Society of Financial Examiners within a period of no longer than three years after employment.
Must attain the Certified Financial Examiner (CFE) designation from the Society of Financial Examiners within a period of no longer than five years after employment.
Preferences for this position include: Experience with regulatory examinations or related audits.
Demonstrated understanding of general insurance terminology.
Experience with statutory accounting principles.
Demonstrated ability to identify and assess risk.
This position requires demonstrated knowledge of:Basic auditing and accounting standards of Statutory Accounting Principles (SAP) and Generally Accepted Accounting Principles (GAAP).
General office practices and administrative procedures.
General understanding of business law and practices.
Gathering and assimilating information from multiple sources efficiently.
Developing clear and concise conclusions.
This position requires demonstrated skill in: Operating a motor vehicle in a safe and courteous manner in compliance with traffic laws.
Problem solving, decision making, and planning.
Gathering and assimilating information from multiple sources efficiently and developing clear and concise conclusions.
Organization and prioritization of tasks.
Using personal computers, including Microsoft applications (e.
g.
Word and Excel).
This position requires the demonstrated ability to: Satisfy the requirements to maintain fully qualified driving status.
Apply critical thinking to analyze and solve work problems and analyze and evaluate compliance trends.
Communicate professionally and effectively, both verbally and in writing, with all levels of employees and the general public.
Learn examination techniques, identify and assess risk and evaluate its effect on financial statements and related documents.
Apply statutory accounting practices and analytical skills.
Establish and maintain effective working relationships with management, team members, coworkers and public.
Take initiative, accept new challenges, and be adaptive to changes.
Manage time effectively to complete assigned items within the budgeted amount of time.
Military Employment Preference Get help translating your military work experience and training courses into civilian job terms, qualifications/requirements, and skill sets.
Redact personal or sensitive information from all attachments.
To receive a military employment preference, you must submit the following documents, as applicable, with your application.
See How to Apply - Military Employment Preference.
Applicable Military Occupational Specialty (MOS) codes are included, but not limited to one of the following: 36A, F&S, 3404, 6FOX1, 65FX Click or copy and paste the following link into your browser to access Military Crosswalk information: ***********
hr.
sao.
texas.
gov/Compensation/MilitaryCrosswalk/MOSC_AccountingAuditingandFinance.
pdf How to apply:You may apply through CAPPS Career Center or Work in Texas (WIT).
The following information is required with your submission.
Your submission must include complete:· Employment history (month and year).
· Duties and responsibilities.
· Education.
· Certifications.
· Licenses.
· Supplemental questions (if applicable)*.
We may reject submissions that do not include all the required information.
*If you are applying through WIT, log into CAPPS Career Center to access supplemental questions and review your submission.
$47k-74k yearly est. Auto-Apply 6h ago
Sr. Commercial Review Appraiser
City National Bank 4.9
Remote job
*COMML REVIEW APPRAISER SENIOR* WHAT IS THE OPPORTUNITY? The Commercial Real Estate Review Appraiser is responsible for the engagement of third-party vendors and review of appraisal reports for the Bank's real estate secured loans and related supporting functions. This position works to minimize risk by conducting valuation research, analysis and providing guidance and recommendations to the lending and credit risk staff. The Commercial Real Estate Review Appraiser will be evaluating a variety of property types, including but not limited to, industrial, multi-family, office, retail shopping centers, special use, etc.
WHAT WILL YOU DO?
* Primary responsibility is to manage the full process of a valuation request from the procurement of the appraisal report to the completion of the review report.
* Develops scope of work for soliciting appraisals bids in line with internal appraisal selection process and provides lending team with recommendations.
* Maintain effective communication with engaged vendors and manage issues/field questions to maintain the integrity of the appraisal assignment.
* Reviews the quality and accuracy of appraisal reports to ensure compliance with federal and state regulations, including FIRREA, Interagency Appraisal and Evaluation Guidelines, Uniform Standards of Professional Appraisal Practice (USPAP) and internal Bank policies, as well as review the reasonableness of the value conclusion (if warranted, develop an internal value conclusion).
* Coordinates the resolution for any appraisal deficiencies with third party vendors and request revisions, as well as being a liaison between lending team and appraiser regarding any appraisal disputes.
* Monitors regulatory standards and industry guidelines for any changes that impact the real estate valuation process; assists with updating related internal policies, procedural manuals, and research libraries.
* Familiarity with trends in local markets, being knowledgeable of economic and industry changes, and applying that knowledge to ascertain the accuracy and quality of appraisal reports under review.
* May complete internal real estate market evaluations on commercial or residential properties where an appraisal report is not required.
* Provide support to the department on additional responsibilities as directed.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 7 years of experience appraising and/or reviewing appraisals of various commercial property types for a financial institution required.
* Minimum 5 years of experience in real estate, banking or financial industry
* Property/Real Estate Management\Certified Real Estate Appraiser
*Additional Qualifications*
* Strong written and oral communication skills with an ability to effectively communicate between the lending team and third-party vendors.
* Proficiency with Microsoft Word, Excel and cash flow software applications such as Argus; familiarity with appraisal order management software.
* Must have a clear understanding and knowledge of USPAP and federal appraisal regulatory requirements.
* Strong analytical and research skills; developed technical writing ability.
* Proven ability to be self-motivated and manage multiple projects simultaneously in order to meet deadlines and quality standards.
* Strong problem resolution and analytical skill; ability to make objective decisions based on analysis of data within restricted time frames.
* Familiarity with environmental assessment reports is a plus.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $70,000 - $130,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$70k-130k yearly 48d ago
Financial Examiner
Rsm 4.4
Remote job
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.
The Financial Examiner will primarily perform financial examinations and regulatory consulting services for state insurance departments. This position has significant opportunity for advancement as well as personal and professional growth.
Responsibilities
(Responsibilities vary depending on seniority level)
Perform risk focused financial examinations to determine solvency and compliance to statutes on behalf of Risk & Regulatory Consulting LLC insurance clients.
Perform reviews of examination work papers and evaluate insurance company operations.
Ensure the integrity of the regulatory system.
Assist with the preparation of reports, exhibits, and other supporting schedules that detail a company's solvency, condition and compliance with laws and regulations, and recommend solutions to questionable financial conditions.
Responsible for timely submission of draft reports for review.
Recommend/document actions to ensure compliance with laws and regulations, or to protect solvency of the company.
Provide knowledge and guidance of insurance laws, rules, and regulations.
Review and analyze new, proposed, or revised laws, regulations, policies, and procedures in order to interpret their meaning and determine impact to the company.
Analyze financial operating statements, reports, and records relating to specific and overall operations of insurance companies; prepare and supervise writing of clear, complete, concise, and informative reports of financial conditions of insurance companies and health care organizations.
Consistently enhance knowledge of: principles, practices, techniques, and methods of accounting and auditing; insurance examination and regulation; insurance laws and Insurance Commissioner's rulings; and related Attorney General opinions and court decisions; insurance company practices; statistical sampling procedures; basic actuarial mathematics; principles and practice of effective supervision, insurance companies and health care organizations.
Qualifications
Bachelor's Degree in Accounting or Finance; MBA and/or professional certification/s preferred
Minimum 5+ years experience as an accountant, auditor or examiner with a state insurance department or a public accounting firm or as an accountant, internal or external auditor or examiner of insurance companies.
Insurance industry experience is a must.
Certified Financial Examiner (CFE) or CFE Candidate, CPA or CPA candidate, and/or Certified Internal Auditor (CIA) or CIA Candidate a plus
PC skills, including experience in using software for producing presentations, spreadsheets, and project planning (skilled in TeamMate, ACL/Access, and MS Excel, Word and Power Point)
Strong interpersonal, presentation, analytical and examination/audit skills
Excellent organizational skills and the ability to prioritize multiple tasks, projects and assignments using effective time management skills
Strong written and verbal communication skills are required
Dynamic/flexible demeanor with exceptional client service skills
Must be self-motivated, work well independently and possess a sense of urgency
Skilled in team building and team development
Work from home with flexibility to travel
Ability to demonstrate ethical and professional standards as outlined by the Firm
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 will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
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: $69,800 - $132,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$69.8k-132k yearly Auto-Apply 45d ago
Experienced ABL Field Examiner
LCG Advisors 4.2
Remote job
Job DescriptionSalary:
LCG Advisors is looking for an Experienced ABL FieldExaminer to work closely with our clients, including large money-center banks such as JP Morgan Chase, Bank of America, Goldman Sachs, and Regions Bank. Our client base includes private equity firms, financial intermediaries, family offices, and accredited investors. Finance jobs in Tampa with LCG offer a wide variety of benefits through a gratifying and rapidly evolving career.
Primary Responsibilities:
Conduct due diligence services, including audit engagements, portfolio reviews, and acquisition due diligence for a wide variety of clients
Perform on-site or remote engagements as contracted by a bank or lender for clients needing lines of credit ranging from under one million dollars or as much as one billion dollars
Conduct audits focused on the companys collateral typically accounts receivable and inventory - by understanding complex concepts or information
Input examination findings into excel templates and produce a comprehensive written report for lenders describing the results and listing findings or exceptions
Perform professional interaction with clients, including calls and meetings
Qualifications:
Strong analytical skills with a willingness to learn new things
Naturally inquisitive on all topics relating to transactions
Excellent verbal and written communication skills
Attention to detail
Ability to meet strict deadlines
Advanced proficiency in Microsoft Office Excel and Word, Monarch, or other data extraction programs
Flexibility for occasional travel
2-4 years of relevant work experience preferred
ABL experience is desired but not required
Competencies:
Verbal Skills: Communicates with a vast vocabulary in a variety of settings and can understand the sophisticated language
Numeric Ability: Proficient with basic numerical equations and is comfortable with complex calculations resulting in accurate and sophisticated conclusions
Fast-Paced: Very active and results-driven with the ability to juggle the demands of several tasks at once
Assertiveness: Enjoys influencing others but is still willing to follow directions from someone else when necessary
Sociability: Comfortable working alone, but willing to collaborate as part of a team when necessary
Decisiveness: Balances timeliness and deliberation but is comfortable making quick decisions when required
Independence: Autonomous yet can accept necessary guidance and instruction
Judgment: Balances objective information and instincts to make decisions
Education:
Bachelors Degree in Accounting or Finance; Masters preferred
Company Benefits:
Competitive Medical Benefits
401(k) plan with employer contributions
Unlimited Paid Time Off
Flexibility to work from home
Paid Family Care Leave
Annual Holiday Retreat
Professional Development