VP, Restructuring
Remote or New York, NY job
VP, Restructuring: PJT Partners Holdings LP, NY, NY. Perform due diligence w/ clients. Dvlp & conduct diligence on detailed bus. plans. Req'mts: Bachelor's or foreign equiv in Fin'ce, Econ., or rel. field & 6 yrs of progressively responsible exp in job offered or rel. occupation: possessing knowledge of GAAP accntng principles, fin'l statements, & fin'l valuation methodologies to assess company's historical operational & fin'l trends. In alternative, employer will accept Master's or foreign equiv in above-mentioned fields & 4 yrs of exp in job offered or rel. occupation. FINRA Securities Industry Essentials (SIE) Series 63 & Series 79 certs req'd. Telecommuting &/or work from home may be permissible pursuant to company policies. When not telecommuting, must report to work site. Offered salary is btwn $250,000 & $300,000/yr. 40 hrs/wk. Please submit resume to ************************* & indicate job code SM102225AD.
JobiqoTJN. , Location: New York, NY - 10060
Investment Banking Assoc.
Remote or New York, NY job
Finance: LionTree LLC seeks Investment Banking Assoc. in NY, NY to perform fin'l modelling, competitive analysis, & industry research. Req'mts: Bachelor's or foreign equiv in Econ. or rel. field & 2 yrs of exp in job offered or rel. occupation: performing fin'l modeling, competitive analysis, & industry research. 20% trvl req'd both nat'l & int'l req'd. Telecommuting &/or work from home may be permissible pursuant to company policies. When not telecommuting, must report to work site. FINRA Series SIE cert req'd. FINRA Series 79 cert req'd. Offered salary is between $180,000 & $200,000/yr. 40 hrs/wk. Please email resume to ******************** & indicate job code GG100925AD.
JobiqoTJN. , Location: New York, NY - 10060
Operations Administrative Assistant
Remote or Memphis, TN job
OPPORTUNITY
This Operations Administrative Assistant role is a great opportunity for anyone passionate about providing support to high-performing team members throughout our Memphis office. There will be a strong focus on duties that include facility operations, time & billing, processing tax returns, and occasional front desk relief. It is a great opportunity for a detail-oriented, and dependable candidate who is passionate about providing top-notch administrative support. This is a full-time hourly position (40 hours/week) which may require increased hours during month-end deadlines and busy seasons.
SCOPE OF WORK
Drafting engagement letters
Perform billing and collections
Assist with client proposals
Manage expenses and time
Responding to emails and document requests on behalf of Shareholders
Draft slides, meeting notes and documents for Shareholders
Help with other ad hoc duties
IDEAL CANDIDATE PROFILE
Bachelor's degree or equivalent experience
Proficient in Microsoft Office suite
Experience in managing multiple priorities, administrative coordination, and logistics
Well-organized, detail-oriented, ability to multi-task with great follow-up skills
Strong written and verbal communication skills
LBMC OVERVIEW
LBMC is built on individuals with entrepreneurial spirits and believe in the power of a hybrid workforce. We are consistently named a Pacesetter for Growth in the U.S. as we continue to add team members to each of 4 LBMC offices in the Southeast and remote. LBMC also continues to receive accolades including being noted as a Fortune Great Place to Work, a Top 5 Firm in the Southeast, a Top Accounting Firm on Accounting Today's Top 100 list, Best Firm in Technology, Best Workplace in Consulting & Professional Services, and more! We are proud to provide individualized career paths regardless of team member location and work schedules.
LBMC offers competitive benefits including generous PTO schedules, dynamic technology solutions for remote work, robust Talent Development and continuing professional education programs, inclusive Business Resource Groups, enhanced parental leave, thoughtfully structured mentorship and individual development programs, and more. We are committed to giving back to our local communities through LBMC initiatives such as Lending Hands and the LBMC Cares Foundation to support causes important to team members. While we may have a global footprint, we still believe in the power of southern hospitality and supporting the causes that matter to both our team members and clients and are committed to enhancing team member benefits as we identify gaps and changes in the marketplace.
LBMC values individuals with a growth mindset and entrepreneurial spirit, so if you have an innate curiosity for solving problems and creating solutions-LBMC is the place for you! If you are interested in joining a firm that provides personalized career paths, the opportunity to work with sophisticated clients around the US and encourages a “work that works for you” mentality, please reach out.
Investment Management Governance Office Business Analyst
Remote or New York, NY job
WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs.
WHAT WILL YOU DO?
Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues.
Analyze, evaluate and periodically review current risk management practices relating to RNDIP activities across the organization, including activities at network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices.
Monitor activities of the network affiliates for adherence to CNB's networking agreements and RNDIP policies and procedures
Analyze and evaluate RNDIP data (e.g. Network Affiliate Continuous Monitoring Questionnaires, RNDIP sales activity dashboards, monthly reconciliation of RNDIP referral activity to systems of record, etc.), and provide insight to the practical impacts/implications to the impacted business line and/or Network Affiliate.
Support development of reporting associated with RNDIP activities to appropriate governance committees.
Track completion of required training for RNDIP programs across LOBs.
Support execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary.
Support audit and examination activities.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
Bachelor's Degree
Minimum 3 years within or related to financial services
Additional Qualifications
3+ years in a role requiring complex problem solving
Investment product knowledge preferred
Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources
Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses
Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results.
Proficiency with MS Excel and PowerPoint
Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities.
An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams
Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional
Operate well under stress, even faced with tight timelines for ambitious deliverables
Excellent relationship and stakeholder management skills
Be able to handle uncertainty well, and are able to simplify complexity
WHAT'S IN IT FOR YOU?
Compensation Starting base salary: $37.96 - $60.64 per hour. 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 Benefits and Perks .
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 About Us .
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. 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.
Information Technology Support Analyst
Richmond, VA job
CapCenter is a leader in mortgage lending with a unique zero-closing-cost model. Our success is built on empowering employees with the tools, technology, and support they need to serve our clients. We are seeking a motivated and detail-oriented IT Support Analyst to join our team and provide consistent, high-quality technology support across the organization.
Position Summary
The IT Support Analyst will be responsible for providing first-line technical support, managing help desk tickets, and ensuring smooth operation of IT systems and equipment. This role requires strong organizational skills, excellent problem-solving abilities, and the ability to communicate effectively with employees at all levels of the company.
Key Responsibilities
Serve as the primary point of contact for IT support requests via help desk
Manage and prioritize help desk tickets, ensuring timely resolution of high-urgency issues.
Install, configure, and maintain hardware, software, and networking equipment.
Organize, research, escalate, and remediate identified system vulnerabilities and potential cyber security incidents as identified by SIEM and XDR platforms.
Maintain organization, and accuracy of IT equipment inventory in approved systems.
Document processes, resolutions, and configurations for knowledge sharing and continuity.
Collaborate with internal teams and vendors to escalate and resolve issues when necessary.
Support onboarding and offboarding of employees, including workstation setup and access provisioning.
Monitor system performance and proactively address issues to minimize downtime.
Assist in IT projects, upgrades, and rollouts as assigned.
Qualifications
Associate's or Bachelor's degree in Information Technology, Computer Science, or related field (or equivalent work experience).
2+ years of IT support or help desk experience.
Strong knowledge of Windows and Office 365 environments.
Familiarity with networking fundamentals (TCP/IP, DNS, DHCP, VPNs).
Strong organizational skills and ability to manage multiple priorities.
Excellent communication and customer service skills.
Ability to work independently and as part of a team.
Preferred Skills
Experience in financial services or regulated industries.
Knowledge of Active Directory and user management.
Familiarity with endpoint management tools (e.g., Intune, SCCM).
Basic scripting or automation skills (PowerShell).
What We Offer
Competitive salary
Comprehensive benefits package (health, dental, vision, 401k).
Opportunities for professional development and career growth.
Collaborative and mission-driven company culture.
Summer Associate Internship (Security Governance & Risk - Standards Management)
Vienna, VA job
Standards Management is a team within the Security Governance & Risk (SG&R) Division of the NFCU's Security Department. The SG&R Division focuses on advancing the department's mission by enabling the business, helping to develop secure, quick-to-market products, and managing security risks across the enterprise.
The Standards Management Team works to ensure that NFCU Information Security Documents (Policies, Instructions, Standards, and Procedures) are effectively managed to help guide the continued security and confidentiality of member and employee information. In addition, we provide guidance to the enterprise around selecting and implementing appropriate security controls to reduce associated risks. In doing so, we continuously partner with the various business units throughout NFCU in the interest of continuously improving NFCU's security posture.
Potential Project(s) Description:
The Standards Management Team continues to mature and iterate upon documented security requirements in NFCU's Security Standards and evaluate the content against security industry inputs. During the engagement, we plan on leveraging the summer associate's support for various activities associated with these initiatives. Time permitting, there will also be opportunities to apply critical thinking skills, perform research on emerging technologies and risks, and identify additional activities that leverage a candidate's background and expertise.
The Summer Associate Program is a 12-week internship program beginning in May 2026 and ending in August 2026. Students will work on impactful projects and meaningful work during their internship. To qualify, applicants must be currently pursuing degree from an accredited college or university and have an anticipated graduation date of December 2026 or after.
Responsibilities
Work with team members to enhance Standards by evaluating various industry frameworks and identifying opportunities for enhancements to foster continuous security improvements in the interest of protecting the confidentiality of member and employee information.
Communicate and socialize proposed updates with stakeholders from across NFCU to ensure that updates to the Standards are balanced with current or proposed operational practices and needs.
Research and provide recommendations for the selection of security controls and assist with the tailoring of those controls to accurately reflect NFCU's needs.
Support the migration between the old and new technology platforms (e.g., SharePoint Online) and assist team with documentation management while maintaining confidentiality and accessibility.
Assist in short and long-term strategic planning and implementation for various team initiatives.
Proactively research areas of emerging technologies and risks applicable to NFCU and develop potential solutions and recommendations in the interest of addressing the associated risks.
Qualifications
Total Professional and Educational Experience 4+ years of which Information Technology/Security is 1+ years.
Soft Skills:
Excellent communication skills
Self-starter / self-directed
Understanding of general Information Technology concepts
Experience with business process definition and optimization
Strong analytical skills with experience creating reports and analyses
High level proficiency with Microsoft Office
Advanced verbal, written, interpersonal, and presentation skills to communicate clearly and concisely technical and non-technical information to all levels of management
Advanced skill building effective relationships with all levels of staff, management, stakeholders, and vendors, through rapport, trust, diplomacy and tact
Advanced organizational, planning and time management skills
Advanced skill developing and implementing programs in a leadership role
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced skills in taking initiatives and using good judgment to make sound decisions
Ability to work collaboratively within a team environment
Curiosity and eagerness to learn new technologies and security practices
Preferred Technical Skills:
Coursework, projects, and/or work experience related to security risk and controls management and/or cybersecurity frameworks (such as NIST, FedRAMP, PCI DSS, HIPAA, ISO, etc.)
Knowledge of Federal banking safety and soundness regulations and familiarity of examination approaches from regulatory bodies such as the: FFIEC, NCUA, OCC, FHFA and the CFPB.
Knowledge of industry leading risk and security program management frameworks (such as COSO, COBIT, NIST CSF, ITIL)
Knowledge of data protection and/or privacy frameworks (e.g., GDPR, CCPA, NIST Privacy Framework)
Experience in the development and/or implementation of security risks and controls management frameworks
Experience with information technology systems, project processes, and application development (e.g., SharePoint Online
Hours: Monday - Friday 8:00AM - 4:30PM
Location: 820 Follin Lane, Vienna, VA 22180
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
• Fortune 100 Best Companies to Work For 2025
• Yello and WayUp Top 100 Internship Programs
• Computerworld Best Places to Work in IT
• Newsweek Most Loved Workplaces
• Fortune Best Workplaces for Women ™ 2024
• 2025 PEOPLE Companies That Care
• Newsweek Most Trustworthy Companies in America
• Military Times 2024 Best for Vets Employers
• Best Companies for Latinos to Work for 2025
• Forbes 2025 America's Best Large Employers
• Forbes 2025 America's Best Employers for New Grads
• Forbes 2025 America's Best Employers for Tech Workers
• 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
• Military.com Top Military Spouse Employers 2025
• 2025 Handshake Early Talent Award
From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Sr. Audit Manager- Enterprise Risk Management
Remote or Los Angeles, CA job
WHAT IS THE OPPORTUNITY? The Sr. Audit Manager position is a leadership role as an auditor-in-charge to guide a team of auditors to assess risks, develop detail audit programs, identify data analytic opportunities, execute audit programs, analyze results of testing performed, and effectively communicate audit results to the Director and senior management in meetings, presentations, and/or written reports and memorandums. Additionally, the position is responsible for maintaining and executing continuous monitoring program in accordance with audit methodology and taking into consideration industry development, emerging risks, and regulatory changes and expectations.
Audit coverage focuses on the 2LOD Enterprise Risk Management function and includes coverage of critical risk programs such as Risk Governance Framework, Risk Appetite, Issue Management, Policy and Management Committee Governance, Culture and Conduct Risk, Strategic Risk and Reputation Risk. Experience auditing against OCC Heightened Standard's requirements is preferred.
What you will do
Assists with the development of audit budget estimates for respective area of focus.
Assists with the development of the annual risk assessment and audit plan
Leads and performs continuous monitoring activities periodically for the area assigned
Maintains ongoing relationships with management of auditable units
Tracks and manages audit resources to meet the audit budget and audit plan mandates.
Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
Completes all required training.
Acts as a role model/mentor to lower level Auditors
Enhances and maintains morale of the audit staff
Performs on-the-job training of lower level auditors
Evaluates and provides performance feedback to lower level auditors
Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance
Participates in interviews and evaluations of new applicants.
Keeps informed of new services, products and events that have a significant business and technology affect.
Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned.
Must-Have
Bachelor's Degree or equivalent
Minimum of 7 years of audit experience
CPA - Certified Public Accountant CPA, CIA, CISA, or CFA
Skills and Knowledge
Must possess strong managerial, organizational, and verbal and written communication skills.
Compensation
Starting base salary: $99,000- $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
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. Get an inside look at our Benefits and Perks .
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit .
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Mortgage Operations Specialist
Remote or Waynesburg, PA job
Join The Lending Group CO and Shape the Future of Homeownership!
Are you a dedicated mortgage professional with a background in underwriting, qualifying, processing, or management, ready to make a difference for clients? We're seeking a Mortgage Operations Specialist to join our Southampton, PA team, where you'll leverage your expertise to deliver seamless mortgage experiences. This role focuses on operational excellence, collaboration with borrowers and referral partners, and exceptional communication-with minimal sales responsibilities.
Compensation:
$75,000 - $105,000 yearly
Responsibilities:
What You'll Do:
Streamline Loan Processes: Take ownership of loan files by collecting documentation, running DU/LP/AUS, preparing closing cost worksheets, and ensuring files are ready for underwriting or closing, contributing to a 98%+ on-time closing rate.
Connect with Clients and Partners: Serve as the primary point of contact during the “contact to contract” phase, providing clear, jargon-free updates to build lasting relationships with borrowers and referral partners.
Ensure Accuracy and Compliance: Review loan packages for discrepancies, omissions, and accurate income calculations, collaborating with loan originators to deliver clean, compliant files that meet FHA, VA, CONV, or USDA guidelines.
Enhance Team Efficiency: Use mortgage software (e.g., Encompass, Calyx) to manage documentation and track progress, identifying opportunities to streamline workflows and reduce processing times.
Foster Client Success: Guide borrowers through the mortgage process with empathy and clarity, creating positive experiences that drive satisfaction and referrals without the pressure of sales quotas.
Opportunities Awaiting You:
Make a Meaningful Impact: Help borrowers achieve their homeownership visions by providing exceptional service and clear communication.
Grow Your Career: Access ongoing training, professional development, and clear pathways to advance within a leading mortgage organization.
Collaborate in a Supportive Environment: Work closely with loan officers, underwriters, and referral partners in a team-oriented culture that values your expertise and offers flexible hybrid/remote work options.
Showcase Your Expertise: Leverage your underwriting, qualifying, processing, or management skills to deliver high-quality loan files and improve operational efficiency.
Enjoy Work-Life Balance: Thrive in a role with no high-pressure sales targets, allowing you to focus on operational excellence and client service.
Qualifications:
What We're Looking For:
Work History: 3+ years as a Mortgage Underwriter, Loan Processor, Loan Qualifier, or Mortgage Operations Manager; 5+ years preferred.
Technical Expertise: Strong knowledge of mortgage loan products (FHA, VA, CONV, USDA), loan qualification, processing procedures, and documentation, with proficiency in mortgage software (e.g., Encompass, Calyx) and MS Office.
Core Skills: Exceptional time management, interpersonal communication, and follow-up skills; ability to analyze credit reports, income, and asset documents for loan qualification.
Licensing: Active NMLS # with the ability to include PA, NJ, DE, and FL preferred.
Mindset: A collaborative, detail-oriented professional who excels in operational and analytical roles, prioritizing client service and process management over sales tasks.
Track Record: Examples of managing high-volume loan portfolios, resolving complex qualification or documentation issues, or improving operational efficiency in past roles.
Why Join The Lending Group CO?
Supportive Culture: Join a collaborative team with flexible hybrid/remote work options and no sales pressure, allowing you to focus on what you do best.
Comprehensive Benefits: Competitive salary ($50,000 - $80,000), health insurance, 401(k) with match, generous PTO, and more.
Innovative Environment: Work with cutting-edge mortgage software and a team dedicated to simplifying the homebuying process.
Community Impact: Build lasting relationships with borrowers and referral partners, creating positive experiences that drive business growth.
About Company
About Us: The Lending Group CO is a trusted mortgage provider in Southampton, PA, committed to delivering exceptional service to clients and referral partners. Our innovative technology, collaborative culture, and dedication to compliance make us a leader in the mortgage industry. Join us to shape the future of homeownership.
Ready to Apply? If you're a mortgage professional with a strong background in underwriting, qualifying, processing, or management, ready to seize these opportunities, we want to hear from you! Submit your resume and a brief cover letter highlighting your relevant experience to [Insert Application Link or Email].
The Lending Group CO is an equal opportunity employer committed to diversity and inclusion.
#WHRE2
Compensation details: 75000-105000 Yearly Salary
PIda7f97d98277-26***********8
Easy ApplyInvestment Management Governance Office Senior Business Analyst
Remote or New York, NY job
WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs.
WHAT WILL YOU DO?
Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues.
Analyze, evaluate and periodically review current risk management practices relating to Fiduciary activities across the organization. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices.
Monitor Fiduciary activities for adherence to CNB's policies and procedures, including ongoing review of Fiduciary committee charters and reporting.
Analyze and evaluate data presented to Fiduciary committees to 1) identify reporting gaps and 2) ensure Fiduciary data accuracy and completeness, including data provided by applicable advisers/sub-advisers.
Support development of reporting associated with Fiduciary activities to appropriate governance committees.
Support execution of activities described in the Investment Management Policy, including adherence to related policies and procedures.
Support audit and examination activities.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
Bachelor's Degree or equivalent
Minimum 5 years within or related to financial services
Additional Qualifications
Knowledge of OCC Reg 9
5 years in a role requiring complex problem solving
Investment product knowledge preferred
Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources
Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses
Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results.
Proficiency with MS Excel and PowerPoint
Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities.
An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams
Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional
Operate well under stress, even faced with tight timelines for ambitious deliverables
Excellent relationship and stakeholder management skills
Be able to handle uncertainty well, and are able to simplify complexity
WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 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 Benefits and Perks .
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 About Us .
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. 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.
Client Relations Specialist
Richmond, VA job
CapCenter is seeking a Client Relations Specialist to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a
client-centric philosophy.
This is a high growth role that we actively promote into operations and sales opportunities.
In the Client Relations Specialist role, you'll be the initial point of contact for CapCenter prospects who are considering CapCenter's suite of services. Client Relations Specialist respond to inbound inquiries to quickly and accurately identify which leads are qualified CapCenter prospects. Client Relations Specialists understand each inquiry's unique situation and financial goals, so that the most appropriate business unit can help them to the finish line.
Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter.
You will
In your first 30 days, you will:
Secure an NMLS license (we'll sponsor it!)
Become a subject matter expert on our multiple service lines
Complete our introductory Consultative Sales training course
Get hands-on training in our CRM
In your first 90 days, you will:
Convert sales qualified leads to our Refi, Purchase, and Real Estate teams.
Get exposure to our different lead channels and learn how to best drive quality business
Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching
Complete a self-assessment to build a blueprint for career progression at CapCenter
You are
A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems.
A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively.
Self-aware: you're looking for an opportunity to develop your strengths and weaknesses
Driven to help others: you want to do good
Ambitious: you want to do well
A college graduate with a bachelor's degree
We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems.
You'll get
NMLS Certification
Competitive salary, variable pay & annual bonus
401k (with matching!), health, dental, & vision
Training to learn the home-ownership experience back to front.
To participate in cross-functional collaboration that fosters lateral and vertical career growth
The opportunity to help people through one of the most stressful and important transactions of their lives.
Our culture is growth oriented. Past Client Relations Specialists have been promoted into sales, operations, team lead, and market management roles.
Compliance Analyst
Remote or New York, NY job
WHAT IS THE OPPORTUNITY?
The Compliance Analyst will be responsible for monitoring, oversight and independent review and assessment of the Compliance framework for the Division. Ensure processes are in place for the appropriate oversight, tracking and reporting of compliance program risks that includes an internal control structure, new products, training, regulatory change management, risk assessments, issues management, and monitoring and reporting.
Compliance Risk Management Division
This is a great opportunity to grow your career with a stable and expanding organization as a member of City National's Compliance Risk Management team. The focus is on ensuring business activities remain safe, compliant and well-positioned for future opportunity and sustainable growth.
What you will do
Assist in the development, administration, and monitoring of programs that ensure the bank's compliance with laws, regulations, and rules
Evaluate the effectiveness of existing processes and recommend new processes that most effectively anticipate, manage, and reduce risk to the business.
Assist in Risk Assessment to identify compliance risk exposure and help the organization prioritize compliance risks.
Supports the timely and effective resolution of complex issues identified through monitoring and testing.
Develop and communicate recommendations that support adherence to regulations, industry best practices and internal risk programs
Partners with other business units on complex compliance matters.
Maintain subject matter expertise and understanding of the laws, rules and regulations with which the business must comply and an awareness of issues of recent regulatory focus.
Escalate and measure compliance risk issues to leadership and the lines of business, as well as the 1st and 2nd Lines of Defense, as necessary.
Assess compliance issues presented through complex new/revised product and service offerings and work closely with senior leaders of business units to plan a response.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Maintain CNB internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Must-Have
Bachelor's Degree or equivalent experience
Minimum 4 years of banking experience
Minimum 3 years of risk management or compliance experience
Minimum 3 years of Advanced level experience in Microsoft Office skills, including Word, Excel, Access and PowerPoint
Skills and Knowledge
Knowledge of 12 CFR 9 and Delaware Title 12 is highly desirable
Demonstrated experience with regulations impacting consumer banking and/or business unit functions preferred.
Demonstrated strong and sound decision making abilities about compliance risks and recommended corrective action.
Ability to work well in a time-sensitive environment and handle a variety of matters or projects simultaneously.
Proficiency in analyzing diverse business functions and processes to identify key risks and demonstrated success with implementing control improvement recommendations.
Ability to interact with federal regulatory agencies.
Proficiency of Microsoft Office applications such as Excel, Access, Word and PowerPoint. Tableau experience preferred
Excellent organizational and analytical skills.
Ability to communicate clearly and professionally with all levels of an organization.
Excellent written and verbal communications skills.
Effective interpersonal skills.
Proficiency in multi-tasking and prioritizing projects.
Excellent time management skills and be accustomed to working with deadlines.
Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs.
For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM).
For Wealth Management Compliance roles, experience with a financial institution such as a broker/dealer and/or registered investment adviser.
For Wealth Management Compliance roles, experience working within a Compliance Investment Management role.
Compensation
Starting base salary: $70,000 - $120,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
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. Get an inside look at our Benefits and Perks .
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'
ABOUT CITY NATIONAL
We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to be at the heart of our company today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Financial Advisor
Springfield, VA job
This job posting is anticipated to remain open for 30 days, from 27-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program .
Salary for the first five years as you begin to build your practice
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report .
Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
VP Finance Controller
Washington, DC job
First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We're in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you'll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger - together.
Job Description
JOB PURPOSE:
As Financial Controller(“FC”) the candidate along with the CFO is ultimately responsible for managing several critical areas under the Finance function including a) Oversight and Management of Financials of the bank, b) Structuring & Oversight of the Bank's balance sheet, c) Financial Reporting including but not limited to (i) US regulatory reporting, (ii) UAE regulatory reporting, (iii) Coordination of independent financial auditors, (iv) Curacao reporting.
The FC is responsible for financial Control deliverables including compliance with all internal and external financial policies and regulations.
FC alongside with CFO works closely with all business lines including a) Global Markets, b) Loan Capital Markets, c) Relationship in putting in place financial budget, ensuring performance is tracked and acting as responsible and independent party for reporting purpose.
FC is either a direct member or acts as a backup to CFO in below Senior Committees
FAB USA Branch ALCO (Asset & Liability Committee)
FAB USA Branch Risk Committee
FAB USA Executive Committee
Remediation Working Group
Integration Working Group
The candidate must be experienced in integration with strong knowledge of the following a) Fusion System, b) T- 24, c) Murex, d) Intellect, e) IFRS9 System. The role entails significant leadership and contribution by the candidate on several projects for the branch including integration, remediation, and growth.
The candidate must have international experience in the above areas in order create clear linkage between not only the US franchise, but the parent in the United Arab Emirates, FAB businesses in Asia, Europe and Middle East.
Revenues/ Budget:
Direct Reports: Country CFO
Indirect Reports: Regional CFO, Finance - International, CEO - FAB USA
Key Accountabilities:
Ensure coordination and completion of the monthly Account Ownership and Verification (AOV) exercise across all businesses within the entity.
Consolidation, preparation & submission of the results of the monthly AOV exercise.
Coordinate the monthly Balance Sheet Review meetings for all businesses.
Conduct Conformance Testing of balances in the legal entity.
Ensure that all FC reporting requirements (KRI's, KPI's etc) are met with timely delivery to all internal and if applicable external stakeholders.
Assist the GFC in ensuring that all Group Finance units are fully in compliance with the Group's new Financial Control Framework
Assist US CFO in verifying and submitting US and Curacao regulatory reports.
Work with US RMs to manage RWAs to ensure capital adequacy targets.
Coordinate compliance with Group's ORM policy framework.
Assist US CFO to develop more automated and effective processes.
Prepare PP presentations and provide analysis for Country Business Reviews
Provide analysis to prepare budget and strategic projections for the US
Update Finance process documents for regulatory reporting, implement controls to ensure integrity of reporting process.
Key member of US integration team to streamline processing and implement new target IT stack.
SPECIFIC ACCOUNTABILITIES:
GL Review
Carry out a analytical review of the entity Trial Balance / Statement of Condition
Ensure full compliance with the Group GL maintenance and Manual Journals policy
Carry out an annual review of all POS's and GL's in use in the business with a view to determine unused GL's or POS's requiring closure / blocking
Financial Analysis
Preparation of FAB USA Country Pack which entails detailed analysis of the branch's Balance Sheet / Financial Ratios Including (RORWA / RORAE / CI Ratio)
Analyse financial data by product and LOB to provide input to business to maximize RORAE
Provide revenue by customer data to RMs and support operational review.
Prepare monthly financial commentary for US Business Review with Regional CEO
Regularly monitor RWAs to ensure compliance with Curacao CAR to maximize balance sheet optimization for FAB US
Prepare financial forecasts against budget.
IFRS Compliance
Primary contact for IFRS 9, coordinate accounting treatment with Group Finance
Prepare annual financial statements and disclosures in compliance with IFRS
Primary contact with external auditors
Provide support to and work in close coordination with the CFO to resolve all financial control and governance issues and observations raised through external / internal audit, regulatory inspections, Self-assessment process etc
Regulatory Reporting
Verify and review regulatory reports for US and Curacao (reporting includes Federal Reserve, b) Curacao reporting, Head Office Central Bank reporting, etc.
Update Finance regulatory reporting process documents and work with HO Regulatory & Control to ensure controls over and accurate reporting of submissions.
Streamline reporting documentation and work with integration team to ensure automation wherever possible.
Qualifications
QUALIFICATIONS:
University Degree in Finance / Accounting or a relevant subject BS/BA in finance or accounting
8-12years of progressive finance/accounting experience, with at least 5 years in a leadership role.
A professional accounting qualification (e.g. ACA, CPA, CA, ACCA or equivalent) is desirable
Good understanding of operating environment in Banks and a proven track record of delivery.
Strong interpersonal collaboration and team skills including working with cross functional teams, proven flexibility, adaptability and reliability.
Multiple projects, manage expectations and exceptional attention to details.
Strong and proven leadership skills.
Systems knowledge - Good level of Excel and power point expertise, well versed with MS Office.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Mortgage Loan Consultant
Richmond, VA job
Loan Consultants are energetic sales professionals that provide unrivaled savings and service to clients who are buying, selling, or refinancing a home. Loan Consultants are licensed loan originators, but with a positive twist as leaders of CapCenter's innovative home purchase and refinance programs. They are experts on the entire home purchase process and offer clients the full array of CapCenter services, including representation by a CapCenter realtor for buying and selling a home, as well as purchase and refinance loan products. CapCenter's greatest asset is its loyal base of repeat clients who serve as ambassadors to their friends, family, and co-workers. It is the job of Loan Consultants to convert today's prospects into tomorrow's loyal clients to generate repeat business and customer referrals. As a sales professional you will also be expected to support business development by serving as the accountable executive over group relationships that you help to construct.
Responsibilities:
Serve as Client Representative.
As the name implies, you are the client's representative and trusted advisor throughout the process. This means maintaining contact with the client to ensure that all members of CapCenter's professional teams properly perform their services to the client's satisfaction. Assuring the client's overall satisfaction is a core responsibility of the Loan Consultant.
Land Business.
Sell CapCenter's full-service home purchase and refinance programs to prospective clients. Programs include the mortgage loan program, and representation by a CapCenter realtor to buy or sell a home. Loan Consultants are experts in all CapCenter services and are responsible for getting hired as the client's primary representative, and to get CapCenter's realtors and other purchase professionals hired as appropriate to meet the client's needs and circumstances.
Serve as Loan Originator.
As a loan originator, the Loan Consultant is directly responsible for identifying and fulfilling the client's mortgage loan requirements. Successful Loan Consultants will develop more loan business than they can handle and will be supported by junior team members as needed.
Generate Future Business.
The Loan Consultant's job continues after the initial transaction is completed. An effective Loan Consultant generates repeat business and customer referrals from his or her past client base, assisted by CapCenter's marketing and e-commerce professionals.
Business Development.
Loan Consultants with a proven record of success may be assigned to attract and land prospective clients from businesses, groups and individuals through relationships developed in conjunction with the Company's marketing and business development professionals.
Qualifications:
Candidates for the Loan Consultant position must have confidence and genuine enthusiasm for helping clients achieve their goals in the area of real estate and home finance. Analytical skills and the ability to communicate effectively are necessary, along with the following minimum attributes and qualifications:
Ability to multi-task in a fast paced environment using time management to meet deadlines.
Must be a licensed Loan Originator or have the knowledge and desire to become licensed.
Business, Economics, Accounting or Finance Degree, or 3+ years of financial service experience.
In-depth understanding of the full Real Estate Purchase and Sales cycle.
Proven professionalism, ethics and character.
Competitive drive for constant improvement.
CapCenter offers a competitive benefits package that includes a Base Salary, Commission, 401k, Health Insurance Benefits, and Paid Vacation.
We are an Equal Employment Opportunity Employer.
Commercial Credit Risk Review Sr. Supervisor (Remote)
Remote or New York, NY job
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
This is an individual contributor position. The primary function of the Credit Risk Review Senior Supervisor is to maintain subject matter expertise in, and lead and participate in assessments of credit risk and credit risk management in the Company's corporate and investment banking units, including leveraged finance, large corporates, financial institutions, institutional commercial real estate, and structured finance, including project finance and warehouse lending. Specific experience in analyzing complex credit transaction structures will be a plus.
Position also assesses overall asset quality, risk and compliance with established underwriting policies, procedures, limits, and concentrations. S/he performs testing in a timely manner, ensuring all review quality and client relations standards are met, and courteous and professional behavior is observed in all situations. The incumbent reviews individual loan files and other materials for compliance with underwriting, credit monitoring, and portfolio management policies and standards, and contributes to the assessment of the quality, quantity, direction, and overall credit risk in the organization through planned vertical and horizontal reviews, as well as continuous monitoring of the assigned loan portfolios.
* Leads and participates in credit risk reviews of the corporate and investment banking portfolios and contributes to the preparation of the review summary, findings, observations, and recommendations.
* Assesses asset quality, status, and appropriateness of existing credit risk controls/ compliance with established underwriting policies/risk tolerance.
* Ensures appropriate and timely assignment of risk ratings and identification and management of deteriorating credits.
* Reviews required documentation for loan review testing, inclusive of conducting credit file reviews and completing necessary linesheets.
* Assesses the effectiveness of portfolio management and credit monitoring functions and reporting.
* Follows up and tracks recommendations issued from prior reviews; performs validation of completed remediation.
* Follows up and tracks regulatory recommendations; performs validation of completed remediation.
* Monitors performance of the corporate and investment banking portfolios through a broad spectrum of continuous monitoring activities to identify emerging trends and risks.
* Assesses and monitors credit risks related to new products and business initiatives.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Bachelor's Degree or equivalent work experience: Accounting, Finance, Business or equivalent field. - Required.
* Master's Degree: Accounting, Finance, Business or equivalent field. - Preferred.
* 12+ Years Banking experience, preferably concentrated in Corporate Credit Loan Review, Credit Risk Management, or other Corporate and/or Leveraged and Structured Finance Credit Risk functions; specific subject matter expertise in complex credit structures strongly desired.
* Ability to think critically and work independently with limited supervision.
* Analytical and detail oriented.
* Strong organizational and time management skills with ability to complete multiple projects simultaneously and in a timely manner.
* Project management skills and ability to direct others when leading an assignment.
* Excellent business writing skills.
* Ability to effectively interact and communicate with business line and credit risk personnel across the organization through strong written and verbal communication skills; communicate in a timely and straightforward manner.
* Solid diplomatic skills with the ability to resolve conflict; ability to establish rapport with all parties in order to mitigate tension.
* Technology and computer skills, with the ability to effectively use Microsoft Office (Word, Excel, Outlook, PowerPoint); proficiency with data analytics and business intelligence tools is a plus.
* Working knowledge/ industry expertise of policies, procedures, and regulatory matters related to lending in the large corporate, financial institution, and structured finance sectors as well as credit products such as derivatives and letters of credit.
* Stays current with industry and regulatory trends and emerging risk issues and has good understanding of current market and competitive landscape in which the organization operates
* Follows through to meet commitments to others.
* Takes responsibility for achieving strong results, despite balancing multiple complex demands
* Problem-solving skills; identifies the component parts of a complex situation or problem and the relationship among variables that may not be obvious.
Certifications:
* CFA (Chartered Financial Analyst): Finance certifications desired - Preferred.
It Would Be Nice For You To Have:
* Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$105,000.00 USD
Maximum:
$175,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Auto-ApplyPhysical Damage Specialist - Hybrid
Remote or Colorado Springs, CO job
Why USAA?
Considering making an application for this job Check all the details in this job description, and then click on Apply.
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated physical damage specialist, you are responsible for building relationships and providing oversight of our third-party vendors through virtual or in person interactions with members, claimants, and third-party personnel. You will drive USAA's financial strength by ensuring accuracy and quality of third-party vendors work product and work to resolve problems with a focus on the mission and exceptional member experiences.
This hybrid role requires an individual to be in the office 3 days per week. This position can be based in Phoenix, AZ or Colorado Springs, CO.
Relocation assistance is not available for this position.
What you'll do:
Responsible for on-boarding, oversight, maintaining partnerships, and coaching to performance of our contractual and/or operational goals as applicable.
Evaluate vendor work product to ensure quality, accuracy, and adherence to the terms and conditions of the contract.
Collaborate with 3PRM on vendor footprint to balance member needs and operational resources.
Responsible for complaint and payment discrepancy resolution within the vendor MOI.
Provide direction as needed on borderline Total Loss situations.
Accountable for providing decisions and insight on physical damage losses within authority granted and advances requests for further authority as needed.
Acquire and apply advanced knowledge of P&C insurance industry products, services, contracts and internal processes and procedures to ensure compliance.
Support workload surges and/or Catastrophe Operations, as needed.
Assist with handling output/throughput and associated USAA adherence guidelines affiliated with Auto Physical Damage processes (e.g., Rental, Alternative Parts Utilization, Vehicle Owner Communication, Assignment Completions).
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma.
4 years auto physical damage estimating experience.
Currently possess or acquire and maintain individual I-CAR Platinum Pro-Level 3 certification within 12 months of hire.
Capability to prioritize, problem solve, and effectively communicate next steps and path to resolution.
Effectively communicates through multiple channels to include utilization of digital tools to drive speed, accuracy, and service.
Acquisition and maintenance of insurance adjuster license within 90 days and designated number of attempts.
Strong oral and written communication skills.
What sets you apart:
2+ years of Auto adjusting experience
Proven track record to multi-task and triage claims in a high-volume environment
Proficiency with CCC vehicle damage estimating system
Current P&C insurance adjuster license
I-CAR Platinum certification
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Compensation range: The salary range for this position is: $77,120 - $138,810.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Remote working/work at home options are available for this role.
Remote Equity Trader Position
Remote or Mesa, AZ job
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyPart Time Teller, Seabrook, NH
Seabrook, MD job
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
As a Teller, you engage in assisting with various financial needs and processing transactions. You provide exceptional customer service, resolve concerns, minimize risk, defend against fraud, refer product solutions, and escalate complex issues for timely resolution.
* Provide an elevated level of exceptional customer service by welcoming customers, minimizing wait times and assisting with their banking needs.
* Process transactions, including deposits, withdrawals, and transfers.
* Handle cash and maintain accurate cash drawer balances.
* Adhere to all bank policies and procedures, including compliance and risk management protocols to prevent fraudulent situations.
* Recognize opportunities and cross-sell bank products to deepen customer relationships.
* Engage customers and leverage digital tools to educate them on self-service options.
* Assist with custodianship, audits, and other operational tasks.
* Maintain a clean and organized work area, to create a welcoming environment for customers.
* Responsibilities may extend to supporting nearby branch locations based on business necessity.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* High school diploma, GED: or equivalent work experience - Required.
* 6+ Months Cash Handling experience - Required.
* 6+ Months Demonstrated customer service experience - Required.
* Excellent customer service skills and a passion for helping others.
* Ability to identify and escalate concerns of risk to appropriate channels.
* Ability to follow directions, policies, and procedures.
* Effective listening and communication skills.
* Comfortable in using digital tools and technology to enhance customer engagement.
* Energetic, organized and able to multi-task in a fast-paced, changing environment.
* Understands the necessity and value of accuracy and attention to detail.
* Computer proficiency and basic math skills.
* Ability to work branch hours, which can include weekends and evenings.
Certifications:
* No Certifications listed for this job.
It Would Be Nice For You To Have:
* Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$29,250.00 USD
Maximum:
$45,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Auto-ApplyClosing Consultant
Richmond, VA job
CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a
client-centric philosophy.
This is a high growth role that we actively promote into operations and sales opportunities within 18 months.
In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing.
Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter.
You will
In your first 30 days, you will:
Secure an NMLS license (we'll sponsor it!)
Become a subject matter expert on lending
Complete our introductory Consultative Sales training course
In your first 90 days, you will:
Act as a trusted advisor and advocate for our clients as they prepare for closing
Work collaboratively with others to ensure accuracy and efficiency at each step of the way
Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching
Complete a self-assessment to build a blueprint for career progression at CapCenter
You are
A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems.
A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively.
Self-aware: you're looking for an opportunity to develop your strengths and weaknesses
Driven to help others: you want to do good
Ambitious: you want to do well
A college graduate with a bachelor's degree
We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems.
You'll get
NMLS Certification
Competitive salary, variable pay & annual bonus
401k (with matching!), health, dental, & vision
Training to learn the home-ownership experience back to front.
To participate in cross-functional collaboration that fosters lateral and vertical career growth
The opportunity to help people through one of the most stressful and important transactions of their lives.
Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.
Collections Specialist
Remote or Fishers, IN job
Hybrid or remote work available following initial training period
Must live within one hour of Fishers, IN headquarters
Base Compensation: $38K-$40k plus incentives
Are you searching for a career opportunity with amazing benefits and ability to make an impact on the lives of others in your community?
We are honored to be a Best Place to Work in Indiana for over a decade. Our mission is
helping members live their financial dreams.
We are hiring a Collections Specialist to join our team and help us keep growing. As a
Collections Specialist
you will collect on all credit union loan products in a friendly, professional manner.
Responsibilities
Daily responsibilities consist of:
Actively assisting our members and providing them with financial advice
Problem solving and member account maintenance
Maintaining high call volume, collecting from Members, and utilizing skip tracing
Collaborating with peers and supervisors daily
Identifying and recommending our Credit Union products and services
Qualifications
What do we need from you?
High School Diploma or Equivalent
Previous Collections and/or Customer Service Experience
Some Call Center Experience
Proficient Computer Skills
Enthusiastic & Positive Attitude
What can you expect from us?
Competitive base pay + incentives
Generous paid time off plus 11.5 holidays
Student loan reimbursement
Tuition Assistance
Wellness & health reimbursement programs
401(k) with company match
Health, dental & vision coverage
Professional development/award winning training
Community involvement and paid volunteer time
Please note: A criminal background screen will be conducted upon hire.
FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-Apply