A state government agency is seeking a Mail Services Associate to join the Commonwealth Print and Mail Services Team. The ideal candidate will operate mail equipment, manage deliveries, and maintain postal records. Strong initiative and a collaborative mindset are essential for success in this flexible, hybrid work setting. Applicants must have two years of experience in electronic data processing or equivalent coursework. Comprehensive benefits are included. Background check is required.
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$76k-120k yearly est. 1d ago
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Associate
Accordion 4.3
Chicago, IL jobs
We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation.
If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment.
Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.
Turnaround & Restructuring
Our nationally recognized turnaround, restructuring and advisory team serves companies and their stakeholders across a wide spectrum of industries and sizes, with a focus on the middle market. We provide clients with a team of seasoned professionals who have notable track records of creating value through both operational turnarounds and financial restructurings.
We are actively recruiting Turnaround & Restructuring professionals to join our team. You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, work product and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives.
This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location..
This position is not eligible for immigration sponsorship.
What You'll Do:
Perform analysis of current and historical business performance and capital structure
Develop 13-week cash flow forecasts that outline the liquidity profile and cash needs
Create dynamic financial models that exhibit the client's historical and potential future performance
Support the creation and preparation of corporate strategic plans
Provide implementation support to approved business plans and strategies
Engage with client personnel and management as necessary to achieve objectives
Develop and furnish appraisal of business options and contingency plans as needed
Effectively gather, analyze, and organize large data sets which may be incomplete
Support the development of quality client deliverables
Provide interim support on operating functions and job duties as directed
Assist in bankruptcy preparation and administration
Travel to client site as needed
You Have:
Bachelor's degree in finance and/or accounting is preferred
Graduate business degree with concentration in finance, accounting and/or operations preferred
Minimum 3+ years of relevant professional work experience
Hands-on experience building / developing / maintaining fully dynamic, integrated 3-statement financial, and 13-week cash flow models
Highly proficient in Microsoft Word, Excel, and PowerPoint
Ability to build and sustain strong and trusted relationships with colleagues and stakeholders
Demonstrated expertise and aptitude with conducting quantitative and qualitative analyses, particularly with constructing integrated financial models, analyzing financial underperformance and related services
Experience working on projects delivering independent business reviews, short term cash flow assessments, capital structure analysis, and contingency planning
Capacity to thrive in a fast-paced, challenging, and uncertain environment
Deep understanding of how to interpret and analyze financial statements
Possess strong analytical and business writing skills
Able to work well under pressure and independently yet understand when to ask for guidance
You Are:
A self-starter with a strong work ethic
A leader of others; you lead by example
A strong team player, able to work with team members across all levels
Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
Excited to be part of a growing team, with a focus on driving future growth
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
Passionate about delivering exceptional client service
Someone who enjoys mentoring others and doing meaningful work
Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
The annual salary for this role ranges from: $97,750 to $150,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
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$33k-72k yearly est. 2d ago
SaaS Strategic Finance, Vice President
Accordion 4.3
Chicago, IL jobs
We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation.
If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment.
Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark.
Practice Overview
Accordion's Strategic Finance Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation.
By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a private equity-backed environment.
This position can be based in our New York City, Dallas, or Chicago offices and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.
This position is not eligible for immigration sponsorship.
What You'll Do:
As a Vice President on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios.
The following representative engagements are emblematic of the type of work you will do as a Vice President at Accordion.
A financial services company recently emerged from bankruptcy and underwent changes in ownership. They need additional visibility into company-wide financial and operational performance. You are brought in to:
Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting
Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages
Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages
Train the existing FP&A team to run and own process flows and forecast analysis tools
A higher education enterprise that scaled-up through a series of acquisitions requires a budget plan, better forecasting tools, and insightful analytics to guide decision-making. You are brought in to:
Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes
Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams
Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company
Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders
Following the acquisition of three stand-alone businesses, a PE sponsor has identified the need to consolidate operations and establish a singular finance function that will own budgeting, financial reporting, bank reporting, and new CFO onboarding, in order to realize the synergies identified in their investment thesis. Get ready to:
Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team
Assist in developing highly detailed, week-by-week training plans for each team member
Select and implement a robust ERP solution which meets the needs of the newly combined business
Build analytical tools and create template reporting
You Have:
Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus
Minimum 6 years of experience at a top tier private equity firm, investment bank, and/or consulting firm working with SaaS and Software companies
High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation
Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets
Transactional finance experience, as well as an understanding of operational finance
Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner
Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues
An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects
You Are:
Excited to be part of a growing team, with a focus on driving future growth
Prepared to assist with the build out and execution project deliverables for Software and SaaS companies, including the development of bottoms up annual budgets and forecasts driven by core operating levers and metrics such as ARR, bookings, retention, and headcount
Passionate about delivering exceptional client service
Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO
Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture
Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
A self-starter with a strong work ethic
Full of entrepreneurial spirit and comfortable in a fluid, flat organization
Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
A team player, able to work with team members across all levels
Someone who enjoys mentoring others and doing meaningful work
A leader of others; you lead by example
The annual salary for this role ranges from: $153,000 to $210,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.
Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
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$153k-210k yearly 5d ago
Head of Digital Experience & Member Engagement (Remote)
Kentucky Society of Association Executives Inc. 3.5
Alexandria, VA jobs
A professional membership organization in Virginia is seeking a Director of Digital Experience and Engagement to transform member interactions through digital platforms. The role requires 7-10 years of experience in managing digital platforms, a Bachelor's degree in a related field, and familiarity with AI tools. The position offers a competitive salary and telework flexibility. Candidates are encouraged to apply by December 20th.
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$101k-152k yearly est. 5d ago
Mortgage Risk Analyst I, Full-Time, Hybrid MA
Digital Federal Credit Union 4.6
Marlborough, MA jobs
Job Category: Mortgages
Apply now
Posted : December 5, 2025
Full-Time
Hybrid
Marlborough, MA 01752, USA
Description
Schedule
Monday through Friday 8a-5p
What You'll Do
Summary/Objective:
The Mortgage Risk Analyst I is responsible for performing regulatory compliance tests and analysis of mortgage loans and home equity loans/lines.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Support the Mortgage Department to develop and maintain an optimized and efficient regulatory program for mortgage loans and home equity loans/lines.
Perform ad hoc quality assurance testing to ensure internal policies and procedures are adhered to within the mortgage lending process.
Track and report the results of testing, providing both technical and functional suggestions to enhance the member experience through the lending process and create efficiencies for mortgage lending personnel.
Work with the Mortgage Risk and Compliance Departments to revise and implement existing and future regulatory needs throughout the mortgage lending and servicing areas.
Work with Mortgage Department leadership on internal and external audit examinations, assisting in the resolution of any outstanding issues.
Responsible for maintaining a mortgage lending compliance program in various areas, such as Fair Lending, HMDA, and TRID.
Assist in the design and implementation of projects and activities to further the growth of mortgage lending at DCU.
Work with Mortgage Risk leadership to develop the Mortgage Department's annual compliance testing plan.
Develop Key Risk Indicators (KRIs) for early warning signs of compliance concerns.
Monitor various indicators of risk - KRIs, QC results, compliance testing results, complaints, risk assessment results, etc., to identify weaknesses and assist in remediating.
Review new products/services for potential compliance concerns; prepare risk assessments.
Maintain knowledge of, and adhere to, the Credit Union's internal compliance policies and procedures.
Provide innovative, detailed, and practical solutions to an extensive range of demanding and complicated problems.
Make recommendations for changes to procedures and documentation.
Create and maintain gap analysis detail reporting.
Manage large data sets, troubleshoot, and develop efficient processes for collecting and aggregating data.
Communicate effectively with team members and Mortgage Department leadership.
Identify issues and elevate as needed.
Perform other job-related duties as assigned.
What You'll Need
Education and Experience Requirements:
5-7 years of leadership and related mortgage lending experience
BA/BS Degree
Knowledge of State and Federal compliance regulations
Knowledge of Secondary Market guidelines
Additional Eligibility Requirements:
Professional Written and Verbal Communication skills
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal‑opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Expected Pay Range $30.00 - $33.70
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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A global financial services firm is seeking a Senior Transaction Lawyer to support structured finance operations in Chicago. The role involves drafting and negotiating key financial documentations and collaborating with various teams to mitigate legal risks and ensure compliance. Candidates must possess a Juris Doctor degree, at least 10 years of relevant experience, and be licensed in New York or Illinois. The salary ranges from $150,000 to $250,000 annually, reflecting both experience and location.
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$150k-250k yearly 1d ago
Junior Tax Litigation Counsel - Hybrid (Boston)
Commonwealth of Massachusetts 4.7
Boston, MA jobs
A government agency seeks a Counsel I for its Litigation Bureau in Boston. This junior trial attorney will represent the agency in tax-related litigation, handling cases and negotiating settlements while working in a hybrid model. Required qualifications include a JD degree, Massachusetts Bar admission, and legal research experience. The position offers an opportunity to develop skills in a collegial environment. Strong communication and analytical skills are essential for success in this role.
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$24k-34k yearly est. 1d ago
Property Tax Director - Lead Strategist & Growth Remote
Aprio, LLP 4.3
Atlanta, GA jobs
A leading CPA firm in Atlanta is seeking a Tax Director - Property Tax. This role involves managing property tax engagements, advising clients on strategies, and leading a team of tax professionals. Candidates should have over 10 years of experience in property tax consulting and possess CPA or related qualifications. The firm offers competitive compensation and flexible work arrangements to foster work/life balance.
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$57k-80k yearly est. 1d ago
AI-Driven Growth & Brand Strategy Leader
Escalon Services, Inc. 4.1
Chicago, IL jobs
A dynamic business services firm is seeking a Head of Marketing Innovation & AI Strategy to define and scale its brand and marketing strategy. This leadership role, which reports to the CEO, involves leveraging data and AI to drive growth, building a team, and optimizing marketing initiatives. Ideal candidates will have a strong B2B marketing background, experience in technology sectors, and a track record of successful demand generation strategies. The role offers flexibility, with a focus on remote work, and an attractive compensation package.
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$38k-47k yearly est. 3d ago
Global Head of Enterprise Risk (Hybrid)
Cambridge Associates LLC 4.8
Boston, MA jobs
A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered.
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$117k-152k yearly est. 5d ago
Infrastructure Engineer
Capital Bank Md 4.3
Rockville, MD jobs
About Us
Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Position Purpose
The Infrastructure Engineer is a hands-on role responsible for the installation, configuration and maintenance of network hardware and software, such as virtual servers and software applications, operating systems and securing mobile devices, across the bank. This position is also responsible for assisting the service desk team with maintaining assets and assisting with daily tasks.
Position Responsibilities
Maintain systems by keeping all systems patched and managing software deployments as necessary.
Handle day-to-day service desk escalations.
Working knowledge of AD, Microsoft 365, Azure Cloud and SaaS solutions.
Assist with implementing and monitoring local and remote network access.
Assist in evaluating and implementing new network software releases, patches, and third-party products.
Create new users accounts and provide required access to all the corporate services, data, and resources. Reset Passwords for main accounts.
Assist with maintaining production, testing, and other system environments.
Ensure adherence to escalation procedures. Respond to escalated, complex and high-end user issues promptly.
Assist with providing ongoing support and training of employees as well as new temps/interns as needed.
Document and maintain documentation on running systems and procedures.
Maintain security standards for all systems in consultation with the Info Sec team.
Participate in after-hours/weekend network support as needed.
Responsible for the software and technologies designed for operating and monitoring applications, data and services residing in the cloud, cloud services, and cloud environments.
Other responsibilities and duties, as assigned.
Education and Experience Required:
A minimum of 3 years related customer service experience.
A minimum of 3 years of experience in the following: Microsoft Windows Platforms, Microsoft 365 and Microsoft Azure.
Bachelor's degree in business, CS, IT, or Business Administration; Or equivalent combination of education, skills, and experience.
Experience with network LAN or WAN technologies.
Experience with hypervisor technologies (specifically VMware vSphere).
Preferred Skills and Qualifications
Excellent organizational, project planning, presentation, and time management skills with careful attention to detail.
Ability to manage daily operations of the function and prioritize work with minimal guidance.
Ability to work independently with minimal supervision and in a team setting, and across external and internal stakeholder groups.
Strong analytical, multitasking, and problem-solving capabilities.
ITIL
Additional Details
Ability to travel to support the bank's locations as needed.
Ability to lift up to 40 lbs.
Must be able to work a flexible schedule, including after business hours; and periodically be on-call for after-hours support.
Other
Ability to travel within a defined market area.
Compensation
Base Salary Range: $85,000 - $100,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as geographic location, relevant experience, skill set, education, and ability to meet qualifications within the job description.
Additional Compensation: This role will include a yearly annual target bonus based on individual performance.
Working Arrangements:
This opportunity offers flexibility to work in a hybrid working environment within our Rockville, MD office.
Remote working arrangement may be an option for qualified applicants.
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more?
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities
Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an affirmative action and equal opportunity employer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$85k-100k yearly 3d ago
Mgr-Commercial Support (HYBRID--Reston VA)
Atlantic Union Bank 4.3
Reston, VA jobs
The Commercial Support Manager (the "Manager") manages a team of Relationship Specialists who perform a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. The Manager will be responsible for sustainable hiring practices, and training, coaching, and developing direct reports to ensure consistently successful execution of loan and deposit origination and servicing activities, high-quality client engagement and requisite portfolio maintenance. Further, the Manager will be accountable for Relationship Specialists' compliance with and adherence to all federal and state regulations governing bank operations including BSA/AML requirements, as well as Atlantic Union Bank's loan and deposit origination, documentation, and administration policies and procedures. The Manager will assist in all efforts to correct and improve compliance through remediation efforts and the evolution of existing processes, and act as a liaison with other areas of the bank as needed, including the Wholesale Banking Operations and Administration team.
Position Accountabilities
Hires, onboards, manages, trains, coaches, mentors, and develops new and existing Wholesale Relationship Specialists and promotes a team environment to achieve proper accountability of direct reports.
Coordinates and prioritizes the Relationship Specialists' pipeline assignments to include internal and external loan closings, documentation preparation and review, deposit account opening, and/or administration of acquisition, development, and construction loans. Redirects, handles, and balances surplus workload as needed.
Manages and responds to daily incoming client requests, inquiries, and escalated issues in a timely and professional manner. Performs necessary research and maintenance, troubleshoots, and provides or facilitates solutions to more complex customer issues. If applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
Extracts, formats, organizes, and distributes departmental reports to assist with portfolio management. Performs necessary data validation and analysis of team metrics, identifies and manages related coaching opportunities, and delivers timely and accurate management reporting.
Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.
Serves as final reviewer and approver of customized/complex loan packages and validates all components comply with the loan approval terms.
Confirms Relationship Specialists complete detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions.
Approves large departmental wires and cashier's checks.
Participates in projects and initiatives and assists with maintaining, updating, and creating procedures; creates common knowledge and consistent practices within teams.
Serves as a backup to all Wholesale Relationship Specialists.
Maintains superior working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for all Wholesale Relationship Specialists.
Maintains superior working knowledge of construction and/or development loans.
Maintains exceptional working knowledge of specialized loans, including but not limited to modified builder lines, construction and/or development loans, low-income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities.
Prevents, manages, and facilitates clearing of exceptions associated with loan and deposit accounts.
Maintains data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments.
Retains advanced working knowledge of deposit account products and services and may assist Relationship Specialists with account opening, maintenance, servicing, troubleshooting, and quality assurance/quality control activities.
Acts as a subject matter expert for all responsibilities performed by Relationship Specialists.
Completes all individually assigned training and confirms direct reports complete assigned training, including but not limited to compliance training, on or before the due date.
This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts.
Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture.
Performs other duties as assigned.
Organizational Relationship
This position reports to either a Group Leader, Wholesale Support or the Head, Wholesale Operations & Administration.
Position Qualifications
Education & Experience
High school diploma or equivalent required, undergraduate degree in business or finance preferred.
Seven plus years commercial or retail banking or industry related experience required.
Three plus years of commercial and/or commercial real estate loan and deposit experience required.
Management and mentorship experience preferred
Knowledge & Skills
Exceptional customer service and problem-solving proficiency
Superior time management
Excellent written, oral, and interpersonal communication
Very organized, detail oriented, and quality focused
Expert proficiency in reading and interpreting title policies and understanding of Real Estate Collateral, master title policies, and master deeds of trust.
Ability to prioritize and manage multiple priorities.
Flexible, able to adapt to change.
Ability to work independently as well as within a team environment.
Exemplary analytical skills.
First-rate computer skills relevant to the Microsoft 365 Suite
Expert proficiency in commercial loan documentation, including specialized loans. Advanced working knowledge of business deposit accounts.
Extensive and strong working knowledge of banking software programs.
Experience with Construction Management software, bank loan documentation software, loan origination software, customer relationship management programs, Core bank applications, and Q2-online banking platform preferred.
The salary range for this role is $86,462--$144,350 This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$86.5k-144.4k yearly 3d ago
Strategic FP&A Principal, Global Ops - Hybrid 4/1
Wellington Management Company 4.9
Boston, MA jobs
A leading investment management firm based in Boston is seeking a Principal for Financial Planning & Analysis. The role involves providing financial insight and operational performance reporting to drive strategic decisions. Candidates should have over 10 years of experience in finance and strong analytical skills. The role supports budgeting processes and enhances financial visibility across the organization. This position offers competitive compensation with a salary range of USD 120,000 - 225,000.
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$107k-143k yearly est. 5d ago
Hybrid Deputy General Counsel - Public Benefits Litigation
Commonwealth of Massachusetts 4.7
Boston, MA jobs
A state government agency in Boston seeks a Deputy General Counsel to provide legal guidance for public assistance programs. The role involves supervising attorneys, representing the agency in litigation, and drafting legislation. Ideal candidates should have significant legal experience including litigation, and a strong commitment to public service. This hybrid position requires on-site work twice a week in Boston, offering a pivotal opportunity to impact the lives of Massachusetts citizens.
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$94k-147k yearly est. 3d ago
Board of Review Chair - Unemployment Insurance Policy Lead (Hybrid)
Commonwealth of Massachusetts 4.7
Boston, MA jobs
A state government agency is seeking a Chairman for the Board of Review in Boston to oversee unemployment insurance appeals and manage board operations. The ideal candidate will be licensed to practice law in Massachusetts, possess strong analytical, writing, and communication skills, and have experience in administrative law or quasi-judicial proceedings. This full-time position offers a salary ranging between $100,839.08 and $155,529.95 per year with the potential for a hybrid work schedule.
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$100.8k-155.5k yearly 2d ago
Annuity Call Center Representative (Series 6 or SIE)
Securian 3.7
Macon, GA jobs
Are you a FINRA Series 6 or SIE licensed professional looking toleverageyour credentials in a rewarding customer service career? Join SecurianFinancial'sEnterprise Contact Center as a Senior Representative supporting our Annuity business line.This position is intended for licensed professionalsseekingto integrate their regulatoryexpertisewith a commitment to delivering outstanding customer service. We will consider Series 6 or SIE license holders. We will also support those with their SIE to obtain their Series 6.
Why This Role:
Monday-Friday schedule, NO weekends.
Virtual hybrid work model with flexibility(mustresidewithin a 90-minute commutable distance to our offices).
Comprehensive training and mentoring to build your annuityexpertise.
Advancement opportunities within our growing team.
Join a company committed to helping customers build securetomorrows.
Responsibilities include but not limited to:
As a licensed Contact Center Senior Representative,you willbe a trusted guide and problem solver, providing expert support to customers, financial professionals, channelpartnersand distributorsviaphone.Your Series 6 license enables you to service our full product portfolio, including variable products that require regulatory licensing.
Deliver compassionate,timelyandaccurateresponsesfrom simple tocomplex annuityinquiries.
Explain and resolvepolicy or account issues for customers and channelpartners.
Support both fixed/indexed annuities and variableproducts.
Navigate regulatory requirements whilemaintainingexcellent customerexperience.
Meet or exceed contact center performance metrics while upholding Securian's qualitystandards.
Handle 35-50 customer interactions daily across multiple channels.
Work Environment:
Location:Virtual hybrid model - mustresidewithin 90-minute commutable radius of Macon, Georgia office.
Training Hours:8:00 AM - 4:45 PMCST.
Ongoing Schedule:Assigned after training completion.
Business Hours: Monday-Thursday 7:30 AM - 5:30 PM, Friday 7:30 AM - 4:30 PMCST.
In-Office Requirements:Event-based for technical issues, or for moments that matter.
The compensationrangeis $22-$24hourly.The salary range provided on the posting is broad to account for varying positions at this level within the enterprise. We share our ranges for transparencyand toaccount for individuals with different experiences and skillsets, as well as to allow for growth within the level.
Qualifications:
Active FINRA Series 6 license or SIE license with the ability to sit for the Series 6 exam within 90 days and ability to obtain the Series 6 License within 6 months of hire.
Strong customer service mindset.
Excellent verbal and written communication skills.
Professional phone etiquette and active listening abilities.
Self-motivated,punctualand dependable.
High levelof reliability,trustworthinessand ability tomaintainconfidentiality.
Technicalproficiency: ability to navigate multiple systems simultaneously whilemaintainingeffective customer engagement.
Strong typing skills and computer literacy.
Ability to multi-task and manage time effectively in a fast-pacedenvironment.
Quick learner with strong knowledge retention.
Meets technical requirements for remote work (bandwidth and system specifications).
Preferred Qualifications:
Experience in the financial services or insurance industry.
Background servicing annuity or life insurance accounts (new business and/or in-force).
Interest in career progression to Specialist / SME Support or leadership roles within the Contact Center.
*At Securian Financial, the internal title for this position is Contact Center Sr Rep.
What Sets You Apart:
Successful candidates are empathetic problem solvers who combine regulatory knowledge with genuine care for customers.You reliably upholdhigh standardsin financialservicingand compliance work,demonstratingdrive and compassion.
The estimated base pay range for this job is:
$18.27 - $31.73
Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.
Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:
Paid time off:
We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
Holidays: Securian provides nine company paid holidays.
Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.
Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.
Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:
Mental Wellness and Disability
Pride at Securian Financial
Securian Young Professionals Network
Securian Multicultural Network
Securian Women and Allies Network
Servicemember Associate Resource Group
For more information regarding Securian's benefits, please review our Benefits page.
This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.
Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).
To view our privacy statement click here
To view our legal statement click here
$22-24 hourly 4d ago
Hybrid Transactions Analyst
Harbourvest Partners (U.K.) Limited 4.5
Boston, MA jobs
A global private markets firm is seeking an experienced Analyst to join their Transactions team in Boston. This hybrid role involves supporting the investment function, coordinating documentation, and ensuring compliance across multiple teams. The ideal candidate is exceptionally organized, detail-oriented, and proficient in Microsoft Office. With a competitive salary range of $70,000 - $90,000 and additional benefits, this position offers opportunities for growth in a collaborative environment.
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$70k-90k yearly 5d ago
Remote Tax Director - Corporate & Startups Practice
Escalon Services, Inc. 4.1
Chicago, IL jobs
A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth.
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$109k-164k yearly est. 1d ago
Associate Attorney | Atlanta GA
Arc Group 4.3
Atlanta, GA jobs
Associate Attorney Atlanta, GA 30341 (Fully Remote with Hybrid/Onsite Requirements) Enjoy working from home? ARC Group is seeking a highly motivated Associate Attorney to join our client's team. This fully remote position includes a hybrid component, requiring occasional court appearances and onsite meetings. The ideal candidate will oversee legal matters from inception through post-judgment remedies, delivering high-quality legal representation, treating clients with fairness and respect, and thriving in a fast-paced, high-volume environment.
Key Responsibilities:
Manage a high-volume caseload, providing expert analysis and guidance on legal and regulatory risks.
Conduct thorough legal research, draft legal documents, and present arguments effectively in court.
Negotiate with opposing counsel to achieve favorable resolutions.
Attend court hearings and legal proceedings as needed, including travel to various courts within Georgia.
Collaborate with the Managing Attorney to report case activity, outcomes, and results.
Maintain professionalism and uphold ethical standards in all interactions with clients, colleagues, and opposing counsel.
Qualifications:
Education: J.D. from an accredited law school.
Licensing: Active license to practice law in Georgia is required. Licenses in other states (SC, TN, FL, VA, MD, MI, OH) or UBE passage is a plus but not mandatory.
Experience: 0-3 years of experience in bankruptcy/collections or civil law litigation, including court proceedings and regulatory compliance.
Exceptional legal research, writing, and oral communication skills.
Strong attention to detail, organization, and the ability to thrive in a high-volume, fast-paced environment.
Willingness to travel within Georgia for court appearances and client meetings as required.
Why Join Us:
Work with a nationally recognized legal firm offering a collaborative and supportive environment.
Flexible work arrangement with fully remote capabilities and occasional onsite requirements.
Opportunity to develop legal expertise across multiple practice areas and jurisdictions.
$58k-100k yearly est. 2d ago
Equipment Finance Sales Exec
Huntington 4.4
Tennessee jobs
The Equipment Fin Sales Executive develops and maintains profitable leasing customer relationships. Markets leasing products to bank employees and customers. Negotiates lease terms and buyouts. Prepares all associated leasing documentation as required by internal and external regulations. Has ongoing responsibility for staying abreast of customer's credit-worthiness; collects delinquent accounts.
This position can be based in Arizona, Colorado, Georgia, Tennessee, Texas, Minnesota, or North Carolina and can be remote, however, would be hybrid if near one of our offices.
Duties & Responsibilities:
Responsible for developing new business and providing industry trend insights to executive management, maintaining a high quality large or specialized equipment financing portfolio.
Responsible for generating new business through direct calling efforts and partners with Large Corporate, Commercial, and Private Financial Group bankers to provide financing solutions to new customers as well as Huntington's existing customers.
This specialized sales role is responsible for actively identifying cross sell opportunities for other bank partners, prepares deal preview packages, and works with other colleagues to document opportunities in accordance with internal and external regulations.
Develops and maintains profitable leasing customer relationships. Markets leasing products to bank employees and customers. Negotiates lease terms and buyouts.
Prepares all associated leasing documentation as required by internal and external regulations.
Has ongoing responsibility for staying abreast of customer's credit-worthiness; collects delinquent accounts.
Performs other duties as assigned.
Basic Qualifications:
Bachelor's Degree
5+ years of sales experience in Leasing Industry
Preferred Qualifications:
Previous formalized credit training
Demonstrated success structuring complex credits; researching, judging and presenting information verbally and in writing; and creating documentation to support the credit and minimize risk
Demonstrated leadership experience by providing coaching, skill development, and feedback to team members
Proficiency using Microsoft Word and Excel
Proven negotiation skills
Strong written and verbal communication
High level of professionalism
#LI-DK1
#CML
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Applications Accepted Through:
01/21/2026
Huntington expects to accept applications through at least the date above, and may continue to accept applications until the position is filled.
Workplace Type:
Remote
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$77,000 - $154,000 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.