GC Services Limited Partnership jobs in Lakeland, FL

About the Role We are seeking a proactive, organized, and detail-oriented Case Manager to join our Life Insurance Operations team. This role is responsible for managing the complete new business and underwriting process for life insurance cases-ensuring every case moves efficiently from submission through placement. The ideal candidate thrives in a fast-paced, structured environment, communicates clearly and professionally, and takes ownership of delivering exceptional service to advisors and clients. What You'll Do • Manage a portfolio of 50-70 pending life insurance cases from submission through placement. • Review new life insurance applications to ensure all requirements are complete and 'in good order'. • Order and track medical requirements, medical records, exams, and other underwriting documentation. • Act as the liaison between financial advisors, clients, vendors, and carriers-providing timely case status updates and resolving issues quickly. • Proactively follow up with all parties to ensure each case progresses smoothly and meets service level standards. • Advocate and negotiate with carrier underwriters to secure the best possible underwriting outcomes for clients. • Partner with the internal underwriting team to review escalations or complex cases. • Maintain accurate documentation and records in internal systems such as eApp, eDelivery, SharePoint, Agency Integrator, Outlook, and Vital Term. • Build and maintain strong relationships with advisors, internal team members, and carrier contacts. • Provide high-quality customer service as the primary contact for financial advisors on case-related matters. • Develop a solid understanding of carrier products, procedures, and underwriting guidelines. What You'll Bring • 3-5 years of experience as a Life Insurance Case Manager in a multi-carrier environment. • Proven ability to manage complex or high-net-worth cases for independent advisors. • Strong understanding of the life insurance sales process and client communication best practices. • Excellent organizational and follow-up skills, with the ability to manage multiple cases simultaneously. • Proactive problem solver who takes ownership of outcomes and demonstrates initiative. • Experience working across multiple systems, managing both electronic and physical documentation. • Strong written and verbal communication skills; ability to build trusted relationships. • Familiarity with medical terminology and life insurance underwriting processes preferred. • Education: High school diploma or equivalent required; higher education a plus. Preferred Licenses & Certifications • Life & Health License • Series 63 • Series 6 Why Join Us • Competitive base salary • Comprehensive benefits package • Collaborative, professional work culture • Opportunity to make a direct impact in a high-performance team supporting advisors nationwide

Responsible for loan monitoring including all internal and external reporting requirements, company/borrower information and all relevant events. Responsible for supporting responses/ resolutions for internal and external customers and aiding the overall departmental workflow. Responsible for the maintenance of the Loan Portfolio documentation and for providing support to the SAG/ Credit departments as detailed below. Responsible for SAG/REO monitoring and handling. Essential Responsibilities: Coordinates with both internal and external parties as it relates to portfolio management process. Provide weekly overview of Portfolio and preparation of reports not limited to monitoring portfolio for past dues, potential non-performing loans, delinquent borrowers; follow on past due covenants related to technical exceptions and annual reviews. Request and follow-up on pending and missing documents, legal and other documentations supporting credit assets. Assist with preparation of CAMs and Spreads using Ncino system. Acquire working knowledge of credit analysis/underwriting Act as a liaison between Portfolio management/Credit administration and internal support department and clients. Special assets assistance - Interact with investors, brokers, loan offices, and attorneys with the sale distressed assets and portfolio not limited to providing loan document information, monitoring sales and the closings, process and keep track of deficiency judgements' generation of defaults letters, manage assigned portfolio of non-performing assets in conjunction with the assigned attorney; attend meditations and/or depositions. Coordinate with First Bank Florida attorney in negotiating; Preparing and reviewing Stipulation/Forbearance Agreements; manage all incoming bank REOs. Update reports: SAG Status update report and ensures update in Premier Collection, REO status inventory report, Portfolio Management report, and deficiency report. Prepare Datamart validation and certification as well as TDR reporting. Assist with review of modification of cases (Hardship and Non-hardship), generate loss mitigation letters Assists with follow-up with various action plans that transpire from the regulatory, audit and/or loan review examinations. Backup for the review and maintenance of the Credit reports, New Money Approved/Closed & funded, Commercial & Consumer-Residential or other as requested Backup for CRA monthly report submission. May serve as back up for ordering of residential appraisals and update of log. Support for Commercial Appraisal/ Appraisal review tracking. Assist with loan processing as needed. Support special Project and/ or audits as needed Other Responsibilities: Perform/ Assist with Check request, payment of invoices and GL reconciliations Process deficiency payments Review the monthly covenant report for accuracies, changes and updates, Review ONBASE system file upload accuracy. Independent Judgement: Exercises a moderate degree of discretion and judgment. Works within assigned parameters always consulting supervisor on variances or situations where decision making is required. Supervisory Responsibilities: This job has no direct supervisory responsibilities. Impact of Errors: The impact of errors of this position could affect essential activities of administrative, operational or business nature that have a considerable economic impact. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Specific vision abilities required by this job include close vision and distance vision. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to standard walk. May be requiredto lift and move boxes or packagesnot exceeding 10 pounds in weight. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. May be exposed to external elements when visiting other bank premises, government agencies, etc., as needed. Competencies: The competencies detailed below are the behaviors to be exhibited by the incumbent while performing his/her duties as relates to our corporate values, culture and philosophy. Strong analytical and problem-solving skills Well-developed written communication and verbal presentation skills. Able to handles stress, flexible working hours. Attention to details. Good communication skills Customer service oriented Minimum Requirements Bachelors in Business, finance or related field or relevant experience. Minimum of 3-5 years of experience working in a financial institution setting with knowledge of the loan documentation, financial information and or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required. Microsoft Office proficient (Word,Excel, PowerPoint). CustomerService oriented. Availableto work overtime, when required. Ability to manage multiple priorities, organize daily tasks and meet deadline sin a high-volume environment. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure. EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER

A privately held real estate investment syndicate based in Brickell is seeking a Acquisitions Analyst to join its growing team. The firm focuses on value-add and opportunistic commercial real estate investments across the U.S., with a diverse portfolio spanning industrial, multifamily, office, and retail assets. The Senior Analyst will play a hands-on role in deal sourcing, underwriting, due diligence, and transaction execution-working directly with senior leadership and investors throughout the full acquisitions process. Key Responsibilities: Source and evaluate investment opportunities through broker relationships, direct outreach, and market tracking. Underwrite and model acquisitions and developments using Excel and Argus. Conduct market research, lease analysis, and asset-level due diligence. Prepare investment committee materials and coordinate deal execution. Interface with brokers, lenders, and JV partners to support transactions. Ideal Profile: 3-6 years of experience in real estate acquisitions, private equity, or investment banking. Strong financial modeling and analytical capabilities. Proven understanding of commercial real estate valuation and capital markets. Entrepreneurial mindset, strong communication skills, and ability to thrive in a small, fast-paced investment environment.

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. To read more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

About PCS PCS is a Managed Services Provider (MSP) with offices across Florida. We deliver white-glove IT support, cybersecurity, and cloud solutions that simplify technology for businesses. As we continue to grow, we are seeking a proactive and detail-oriented Operations Manager to oversee daily business operations, support cross-departmental coordination, and drive continuous improvement in administrative, financial, and operational processes. Position Summary The Operations Manager plays a key role in ensuring the smooth and efficient functioning of all PCS offices. This individual manages day-to-day operations, coordinates with leadership and technical teams, oversees administrative processes, and ensures that company standards, systems, and workflows are consistently maintained. Key Responsibilities Operational Oversight Manage day-to-day office and business operations across multiple PCS locations. Oversee administrative and procedural functions to ensure consistency and efficiency. Develop, implement, and maintain operational policies and procedures to enhance company performance. Monitor ongoing projects and coordinate between departments to ensure deliverables are met on time and within scope. Team & Staff Coordination Supervise and support administrative staff. Coordinate schedules and attendance management for staff. Support onboarding and offboarding processes for employees. Ensure internal communication and collaboration between departments. Administration Manage vendor relationships and purchase approvals. Assist leadership with financial reporting and budget tracking. Maintain and update company documentation, contracts, and handbooks. Technology & Systems Oversee office technology operations and ensure systems are functioning efficiently. Work closely with IT staff to support technology upgrades, maintenance, and troubleshooting. Utilize company systems such as Autotask and Microsoft 365 to manage workflows and reporting. Leadership Support & Compliance Provide administrative and strategic support to executive leadership. Coordinate company meetings, events, and internal initiatives. Ensure compliance with company policies and safety regulations. Identify operational inefficiencies and recommend improvements. Qualifications & Skills 3+ years of experience in operations management, office administration, or business management. Proven leadership and team management abilities. Strong organizational, analytical, and problem-solving skills. Proficiency in Microsoft Office Suite and related business systems. Familiarity with Autotask or similar service management software preferred. Excellent written and verbal communication skills. Ability to work in a fast-paced, multi-office environment with minimal supervision.

Job Title: Quality Control Technician/Inspector - Concrete Industry Company: DZ Corporation Employment Type: Full-Time About Us: DZ Corporation is a trusted name in the concrete industry, committed to delivering high-quality products and services. We are currently seeking a dedicated and detail-oriented Quality Control Technician/Inspector to join our team in The Villages, FL. Responsibilities: Inspect and test concrete samples to ensure compliance with industry standards and project specifications. Conduct pre-pour and post-pour inspections of forms, molds, and reinforcement placement. Perform wet and hardened concrete testing (e.g., slump, air content, compressive strength). Monitor curing processes and verify proper procedures are followed. Maintain accurate documentation of inspections, tests, and corrective actions. Communicate with production teams and suppliers to resolve quality issues. Ensure compliance with safety and environmental regulations. Assist in developing and improving quality control procedures. Conduct audits of batch plants and material suppliers. Qualifications: High school diploma or equivalent; technical training or associate degree in construction or materials science is a plus. 2+ years of experience in concrete quality control or inspection. Familiarity with ACI, ASTM, and NPCA standards. ACI Certification (Field Testing Technician Grade I) preferred. Strong attention to detail and problem-solving skills. Ability to work independently and as part of a team. Basic computer skills for data entry and reporting. Benefits: Competitive salary based on experience. Health, dental, and vision insurance. Paid time off and holidays. Opportunities for professional development and certification. Supportive team environment.

The SBA Credit Risk Team Lead is responsible for all underwriting activities related to new and existing credit transactions with moderate to higher complexity including client diligence, structuring, and the required analysis and preparation of the underwriting package. They will also manage a team, focused on SBA 7a lending. Responsibilities include, but are not limited to: Proactively communicates with Loan Officers and assigned Credit Portfolio Managers during the underwriting, approval and portfolio management processes. Review and circulate credit packages and modifications for approval. Ensure packages are updated as required by approvers. Underwrite complex new loan requests and modifications. Coordinate with the assigned Commercial Loan Officers, Loan Officer Assistants and Direct Reports all activities required to complete a credit package. Completes performance evaluations, reviews and approves timecards and all other manager related activities for his/her direct reports. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority. Obtain, and monitor various loan portfolio reports such as Maturing Loans, Past-Due Loans, Annual Reviews and proactively assist lenders with requisite action plans. Assure that credits are accurately risk rated and credits are properly monitored and reported. Adhere and comply with all requirements of Regulation B Adverse Action Procedures -- Florida Division. Create and maintain current BSA Information. Adhere and comply with all requirements of watch list and EDD procedures. Manage and track covenants, borrowing bases, A-R Ageing, etc. for their accounts. Assist in preparation of quarterly CLMR reports. Advise Lenders on all matters related to the Bank's Credit Policy and related Procedures/Forms. As time allows conduct annual site visits, attend loan closings and other tasks required to support assigned lenders. Required Skills: Knowledge of SBA 7a Underwriting Knowledge of credit underwriting, accounting and loan documentation with the ability to. Ability to effectively communicate credit concerns and formulate alternate loan structures to customers, business unit team leaders, department heads and senior management. Proficient computer skills using Microsoft Word, Excel and Outlook. Strong level of interpersonal and social skills needed to interact with loan officers, administrative staff and customers. Strong personal time management skills. Strong mathematical skills. Strong credit skills. Strong administrative skills. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions. Required Experience: High School Diploma or GED and a minimum of seven years of experience in a commercial lending environment in a credit-oriented and underwriting position. Bachelor's degree, completion of a formal credit training program, and prior supervisory experience is preferred. Full-time/Part-time Full-time FLSA Exempt Location(s). 405 N Westshore Blvd, Tampa, Florida 33609, United States 180 Fountain Pkwy N Suite 200, St Petersburg, Florida 33716, United States Total Rewards Summary We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process. Job Details Pay Range $110,600.00 - $195,700.00 / year Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions. undefined

BBVA Global Wealth Advisors, an SEC-registered investment adviser, is seeking a motivated and detail-oriented AML EDD & Monitoring Senior Associate to join our growing Compliance Team. This role is responsible for executing and enhancing our Regulatory Compliance Program, including Anti-Money Laundering (AML) and financial crime prevention program. You'll play a key role in protecting the firm from illicit activities while ensuring strict adherence to all applicable laws and SEC regulations. The ideal candidate brings strong investigative, analytical, and regulatory experience, with the ability to translate complex risks into actionable controls and deliver high-quality results in a fast-paced environment. Key Responsibilities As a AML EDD & Monitoring Senior Associate, you'll be on the front lines of our financial crime defense, with a diverse range of responsibilities that include: EDDs/Risk Assessments: Conduct initial and ongoing Enhanced Due Diligence (EDD) reviews in higher-risk clients, including PEPs, foreign clients, complex ownership structures, source of wealth verification, and adverse media, documenting conclusions in a clear, concise, and factual manner. Assess customer risk profiles determined by the firm's risk-based methodology and maintain accurate, up-to-date risk ratings. Identify potential risks, escalate concerns, and propose effective operational improvements to help ensure that operation controls are in place for all key processes and that any control weaknesses are appropriately addressed and escalated. Account Periodic Reviews: Performing periodic, risk-based reviews of client accounts across all client risk tiers, ensuring ongoing compliance with AML & KYC standards. This includes verifying client information, updating beneficial ownership details, and re-assessing client risk profiles in accordance with firm policy. Revalidate client information, transactional behavior, and adverse findings, and take actions accordingly, as dictated by AML Policies and Procedures. Document conclusions in a clear, concise, and factual manner. Transaction Monitoring & Investigations: Analyzing transactional data for unusual patterns, red flags, and suspicious activities that may indicate money laundering, terrorist financing, or other financial crimes. Collaborate with operation and commercial teams to understand the transactional context and escalate matter when appropriate. Conduct timely investigations into potentially suspicious behavior, gather supporting documentation, and prepare well-supported recommendations to escalate activity, as needed. Watchlists & Screening Oversight: Manage the internal list name screening process, playing a key role in quality assurance and ensuring the process effectiveness. Oversee the accuracy, completeness, and regular updates of internal watchlists, including lists of high-risk individuals, entities, and jurisdictions. Collaborating with various departments to ensure timely inclusion or removal of names. Work with internal and external stakeholders to ensure system accuracy and proper calibration to reduce false positives and maintain industry standards. AML Policies, Procedures, Control Enhancement: Assist in the drafting, review, and transposition of Compliance policies, procedures, and controls to ensure they are current, comprehensive, and effectively mitigate identified risks. Translate applicable regulatory requirements into actionable internal guidance. Support internal and external audits, regulatory examinations, and remediation plans, as applicable. Special Projects: Participate in and lead various special projects aimed at enhancing our AML Compliance program, such as system implementations, new product risk assessments, training initiatives, and internal audit responses. Ad Hoc Requests: Responding promptly and accurately to various ad hoc requests from internal stakeholders (e.g., front office, operations, legal) and external parties (e.g., auditors, regulators) related to Compliance as required by business needs. Compliance Cross-Functional Collaboration - this role may have exposure to cross functional collaboration, including but not limited to: Administer the systems used by the GWA Compliance program, especially those used for AML. Assist with the GWA AML Compliance and general Compliance testing program, ensuring compliance with SEC regulations, GWA internal policies, and Holding level requirements. Develop and deliver targeted training as required by the Compliance team initiatives. Qualifications The ideal candidate will have a basic foundation in Regulatory Compliance, demonstrated by: 5+ years of experience at a financial institution (BD or RIA preferrable). Certified Anti-Money Laundering Specialist (CAMS) certification is a preferred (or willingness to obtain within 12 months). Direct, hands-on experience with EDD, KYC, and transaction monitoring. Strong Familiarity of U.S. regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC sanctions programs. Proven ability to conduct thorough investigations, analyze complex data, and make well-reasoned decisions under pressure. Strong analytical skills with an ability to identify trends, patterns, and anomalies. Exceptional written and verbal communication skills, with the ability to articulate complex risk concepts clearly and concisely to diverse audiences. High degree of attention to detail and accuracy in all work. Ability to manage multiple priorities effectively and meet deadlines in a dynamic environment. A strong ethical compass and commitment to upholding the highest standards of compliance. Proficient in collaboration platforms like Google Workspace and Office 365. Bilingual - Fluency in both English and Spanish (verbal and written).

Must Have Technical/Functional Skills • 5+ years of experience in data modeling, data architecture, or a similar role • Proficiency in SQL and experience with relational databases such as Oracle, SQL Server, or PostgreSQL • Experience with data modeling tools such as Erwin, IBM Infosphere Data Architect, or similar • Ability to communicate complex concepts clearly to diverse audiences Roles & Responsibilities • Design and develop conceptual, logical, and physical data models that support both operational and analytical needs • Collaborate with business stakeholders to gather requirements and translate them into scalable data models • Perform data profiling and analysis to understand data quality issues and identify opportunities for improvement • Implement best practices for data modeling, including normalization, denormalization, and indexing strategies • Lead data architecture discussions and present data modeling solutions to technical and non-technical audiences • Mentor and guide junior data modelers and data architects within the team • Continuously evaluate data modeling tools and techniques to enhance team efficiency and productivity Base Salary Range: $100,000 - $150,000 per annum TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.

KLR Executive Search Group is proud to partner with a full-service business law firm to identify a commercially savvy, Chief Operating Officer (COO) to manage daily operations and lead the execution of the firm's growth strategy. This leader will translate strategic goals into scalable systems, policies, and staffing models across multiple offices, ensuring the firm has the infrastructure needed to support continued expansion. The COO will partner closely with practice and department leadership, oversee modernization initiatives, and drive cross-office alignment as the firm continues toward long-term growth targets. Ideal candidates will have experience scaling organizations ($100M+ revenue), ideally within professional services or law firms, and a track record of operational excellence. Ideally, this position will be hybrid and based out of the firm's Boca Raton, FL or Providence, RI offices. Core Responsibilities: Operational Leadership Oversee daily operations across all offices, ensuring seamless coordination, scalability, and alignment with strategic goals. Manage HR functions including recruiting, onboarding, retention, and performance management, while planning future HR initiatives. Partner with department heads to align staffing with strategic priorities and maintain high-performing teams. Direct facilities management, vendor partnerships, and operational logistics, while identifying innovation opportunities to enhance efficiency and collaboration. Technology & Process Innovation Standardize workflows, optimize client intake, and lead initiatives to improve internal coordination and service delivery across all offices. Implement and adopt technology solutions to enhance efficiency, collaboration, and client service, while partnering with CFO/CIO on data integration and performance tracking. Financial Management and Resource Allocation Partner with the CFO and firm leaders to manage budgeting, forecasting, pricing, and profitability, while ensuring strong cash flow and scalable operational planning. Develop and execute staffing and capacity plans, control operational expenditures, and deliver clear financial and performance reporting to senior leadership. Risk and Compliance Support Support the CLO and CCO by aligning operational policies with risk management, monitoring legal and regulatory compliance, and enforcing standards across HR, safety, and administrative functions. Qualifications: Executive operational leadership experience in professional services or law firms, with a track record of scaling organizations ($100M+ revenue). Strong strategic planning and execution abilities, translating firm-wide goals into systems, processes, and staffing that support growth across multiple offices. Expertise in operational oversight, including HR, finance, technology, facilities, vendor management, workflow optimization, and technology integration. Exceptional leadership and communication skills, able to collaborate effectively with attorneys and executives in a fast-paced, growth-oriented environment. The firm has main offices in Boca Raton, FL and Providence, RI, we would be looking for local candidates only or people who are willing to relocate to these areas. The salary range for this position is $190,000 - $350,000 and does not include benefits and bonus potential. Compensation is determined by a variety of factors including but not limited to the role, function, and associated responsibilities, as well as a candidate's work experience, education, knowledge, skills, and geographic location.

Primary Responsibilities: Work with software developers, business analysts, data analysts, and other technical and non-technical subject-matter experts to coordinate and facilitate work. Work with various technical teams (DevOps, DBAs, Network Administrators, Enterprise Development Architects, PMO, etc.) to assist in resolving issues or barriers with applications. Effectively identify change and use appropriate protocols to manage and communicate this change effectively. Effectively coordinate resources and assignments among project assignees and ensure work is assigned to the appropriate team members and that service levels are met. Adhere to the DEP project management methodology, standards, policies, and procedures, as well as technical standards and policies relevant to assigned user stories or tasks. Manage relationships with DEP program area business partners and develop strong, collaborative relationships with customers to achieve positive project outcomes. Demonstrate strong relationship and interpersonal skills when working with technical staff, program staff, and the vendor community. Lead requirements definition meetings with DEP customers. Gather user requirements through joint requirement-gathering sessions, workshops, questionnaires, surveys, site visits, workflow storyboards, and other methods. Translate user requirements into documentation that developers and other project team members can readily understand. Facilitate the negotiation of requirements among multiple stakeholders. Analyze gathered data and develop solutions or alternative methods of proceeding. Create Visio process maps, requirements traceability matrices, use cases, test cases, and other needed business-analysis documentation. Facilitate design sessions with the implementation team to define the solution. Deliver elements of systems design, including data migration rules, business rules, wireframes, or other detailed deliverables. Assist in business process redesign and documentation as needed. Lead and/or participate in systems-testing activities. Required Qualifications: 5+ years' experience in IT project management, specifically managing medium-to-large scale software application development projects. 5+ years' experience in managing multiple projects concurrently. In-depth knowledge of the principles, theories, practices and techniques for managing the activities related to planning, managing and implementing software projects and programs. Documented and proven ability to formulate project plans for managing and monitoring progress on software development projects; to think logically and to analyze and solve problems; compile, organize and analyze data; to evaluate and monitor projects, plans and schedules and implement corrective action plans. Solid understanding of software development lifecycle methodologies (e.g., waterfall, iterative, agile, etc.) Strong customer service orientation Ability to be creative, use sound judgment, and display foresight to identify potential problems in design/specifications and assigned application software systems Ability to establish and maintain effective working relationships with others Ability to work independently Ability to determine work priorities and ensure proper completion of work assignments Excellent interpersonal, collaborative, oral, and written communication skills Ability to write technical, business, and plain-language documents and emails with great attention to detail in all written communications Ability to work well under pressure and meet deadlines without sacrificing quality Preferred Qualifications: Project Management Professional (PMP) certification Experience developing and maintaining detailed project schedules using Microsoft Project Familiarity with environmental regulatory business processes and practices Knowledge and understanding of DEP's technical environment Education: Bachelor's Degree in Computer Science, Information Systems or other Information Technology major, or equivalent work experience.

This position will be embedded within the Syndications team, providing credit expertise to support the origination, distribution and management of syndicated loan transactions in the USA. The role and will be responsible for analyzing and evaluating primary and secondary loan opportunities, preparing thorough credit assessments, and ensuring that transactions align with the bank's appetite and policies. This position requires strong analytical capabilities, market knowledge of syndicated loan is a plus, and the ability to coordinate closely with internal stakeholders and Credit Department Managers. Compliance with OFAC Regulations is the responsibility of ALL employees of the Bank. Employee is expected to be familiar with and have knowledge of the requirements of OFAC Regulations. DUTIES & RESPONSABILITIES: • Prepares credit analysis report for use by lending officers and the Bank's respective Credit Committees for their consideration to approve or deny credit facilities for corporate and institutional USA borrowers. In order to accomplish this function, the analyst: o Verifies that the required audit level for financial information submitted by the borrowers conforms to Bank's policy. o o Analyzes financial ratios derived from the spreading of the financial information. o Reviews the comparative spreads of borrower's and peer group's ratios and draws appropriate conclusions. o Runs and analyzes appropriate credit reference reports such Standard & Poors, Moody's, and Fitcho o Requests and reviews credit references from other available informational sources. o Prepares credit analyses reports by presenting facts, and offers reasoned opinions in respect to the credit condition of the borrower being reviewed. All of this work is conducted in a largely independent manner, with only occasional consultation and review by the Credit Department Manager. • Prepares industry study reports on the industries in which the Bank extends credit. Reviews the Bank's portfolio position in each industry being analyzed and assesses the overall risk position being incurred. • Provides clear assessment as to whether a proposed or existing loan is within established credit policy guidelines. • Maintains extensive communication with Lending Officers, and Credit Department Managers providing assistance on the preparation of new loans and renewals. • Assists the Credit Managers and Chief Credit Officer in training and supervising more junior credit analysts by showing them how to spread and analyze financial statements, prepare peer group comparisons, calculate and utilize financial ratios, understand and utilize cash flows, and evaluate all of the non-numerical aspects of evaluating credit risk. • Provides necessary support to Credit Managers, Credit Portfolio Managers, and Chief Credit Officer. DESIRABLE EXPERIENCE AND SKILLS: • Requires a Bachelor's degree, preferably with a business, finance major or related field. An advanced degree in business, finance, or economics is desirable. • A minimum of three - four years previous credit training and experience is required, preferably within syndicated loans, or corporate banking . • Requires strong knowledge and experience with word processing and spreadsheet software such as Microsoft Word and Excel. A high level of accuracy is important. • Work typically involves reading, large amounts of writing, and substantial arithmetical calculations. Requires the ability to conduct research, strong conceptual and analytical skills, and the ability to write and speak effectively. Strong time management and organizational skills, with the ability to prioritize and manage multiple transactions. • Fluency in both spoken and written Spanish is highly desirable. Work is typically sedentary and requires the ability to work using computer equipment for up to 95 percent of the workday. BSA COMPLIANCE I understand and acknowledge that, in addition to the duties outlined in this job description, I am also responsible for ensuring that my duties are performed in full compliance with all of the bank's Bank Secrecy Act, Anti-Money Laundering, and OFAC policies and procedures as well as related Federal Laws and Regulations. Furthermore, I understand that I must create and foster a culture of BSA, AML, and OFAC Compliance within the institution. Lastly, I agree to address any and all questions I may have about the Bank's BSA/AML/OFAC Program to the Bank's BSA Department. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to fingers, handle, or feel and talk or hear. The employee frequently is required to stand, walk, sit, and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. WORK ENVIROMENT The work environment characteristics described here are representative of those employees' encounters with performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock. The noise level in the work environment is usually moderate. Intercredit Bank is an equal opportunity employer.

Role: Concrete Layout Engineer - Commercial Concrete Salary: $80,000 - $100,000 + Benefits Join a growing commercial concrete contractor delivering ground-up and structural projects across South Florida. We're looking for a Concrete Layout Engineer who can bring precision, technical capability, and field awareness to fast-paced commercial jobs-including schools, retail developments, mixed-use buildings, and healthcare facilities. If you enjoy problem-solving, working with advanced layout tools, and being the technical anchor for field crews, this is an excellent opportunity to build your career with a respected Miami team. Why Join Us? Steady Pipeline: Consistent work in Miami-Fort Lauderdale on high-value commercial projects. Grow Your Career: Clear path toward Senior Layout, Field Engineering, or Project Engineering roles. Strong Package: Competitive compensation, health benefits, PTO, and 401(k) options. Your Role: Layout & Control: Perform precise layout for foundations, vertical concrete, slabs, embeds, and structural elements using robotic total stations and GPS equipment. Plan Verification: Compare field conditions to construction documents, identify discrepancies, and coordinate solutions with project engineers and superintendents. Quality Support: Assist with ensuring formwork, rebar placement, and concrete tolerances meet project specs and industry standards. Tech-Enabled Workflows: Update layout files and as-builts using AutoCAD, Civil 3D, and related software. What We're Looking For: 2+ years in concrete layout, surveying, or field engineering (commercial experience preferred). Strong proficiency with total stations, laser tools, GPS, and digital layout equipment. Ability to read structural drawings, shop drawings, and concrete plans with high accuracy. Experience with AutoCAD/Civil 3D or similar tools (Trimble a plus). OSHA 10 or similar certifications preferred. Apply Now: Send your resume to ************************* or call ***************** to learn more.

Salary Range\: $20.00 to $33.05 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://******************* Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? This is a critical frontline role in our contact center, answering calls from our premium card members in a high-volume environment. We pride ourselves on delivering a flawless service, as well as creating unique and exclusive experiences for our Platinum Card Members. Our Premium Cruise and Custom Vacation Consultants use their passion for travel to surpass Card Member expectations by designing unforgettable trips and memories for our Platinum Card Members. They are brand ambassadors who take pride in their ability to deliver personalized vacation using our best-in-class service, exclusive programs and premium benefits - inspiring long-term relationships and loyalty along the way. If you have the desire to create extraordinary vacations for our valued Card Members, you are exactly who we are looking for. Delight Card Members with the unforgettable and unexpected. As an American Express Premium Cruise and Custom Vacation Consultant, you never know what your day is going to entail. It could be a cruise, custom vacation, honeymoon, or a reunion to name a few. Here's just some of what you will be doing each day: Deliver world-class customer service in an in-bound, high-volume travel call servicing environment Using your exceptional consulting skills & industry knowledge to design unique travel & lifestyle experiences by expertly booking cruises, custom vacations, hotels, flights, and transportation arrangements anywhere in the world Providing reassurance and creating rapport by listening to needs from the initial inquiry to the welcome home greeting A flair for building long-lasting relationships through exceptional listening and communication Networking with our destination and supplier partners which will enable you to provide extraordinary, perfectly implemented, experiences Communicate new and existing product offerings and value propositions relevant to the Card Member Always put the Card Member's experience at the forefront of everything you do, reinforcing the Membership First ™ approach and earning their dedication Minimum Qualifications: Minimum of 1 year of Cruise, Custom Vacations or Agency experience is required Proficient understanding of world geography and emerging travel destinations Resilience and composure to remain positive under pressure and in changing circumstances Strong time management and multi-tasking skills Positive attitude and outlook, demonstrated through desire to learn, willingness to ‘have-a-go' and optimistic teammate Natural communicator with the ability to demonstrate listening skills and able to adapt conversation to suit the situation Technically able and used to using computer applications and personal devices, can navigate PC and basic MS Office easily Ability to thrive in a results-driven environment, with a healthy desire to meet and exceed goals Flexibility to work shifts, including evenings and weekends Hours of Operation (7 days/week): Monday-Sunday; 8\:00am-11\:00pm ET

We are seeking a systems-driven IT Governance Lead to architect and steward a robust governance framework that aligns technology execution with strategic intent. This role is instrumental in translating regulatory standards into actionable control mechanisms while enhancing operational transparency, risk posture, and value realization across the enterprise. Key Responsibilities Governance Framework Design & Oversight Build and maintain a COBIT-aligned, risk-based IT governance model that supports business goals, compliance mandates, and scalable operations. Policy Stewardship & Standards Management Curate and evolve a centralized library of IT policies and procedures, ensuring clarity, accessibility, and relevance to OCC, FDICIA, and internal requirements. Risk & Compliance Alignment Partner with Audit, Compliance, and Security to assess exposures, resolve policy exceptions, and deploy evidence-based controls aligned to regulatory exams. Change Management Oversight Participate in Change Advisory Boards (CABs) as a governance checkpoint, ensuring protocol adherence and impact mapping across business units. Performance & Value Assurance Establish and maintain governance KPIs and dashboards that reflect service quality, policy maturity, risk mitigation, and business enablement. Vendor Governance Lead oversight of third-party risk, particularly during audits, ensuring contract adherence and mitigation of compliance drift. Strategic Roadmap Synchronization Facilitate alignment between operational IT execution and long-term planning, calibrating governance priorities to risk appetite and organizational bandwidth. Requirements Bachelor's degree in Information Systems, Business, or related discipline 7+ years in Banking Operations, IT Governance, audit, compliance, or risk within highly regulated environments Strong knowledge of frameworks like COBIT, ITIL, NIST, and FFIEC Demonstrated ability to translate regulatory language into actionable policies and controls Skilled in cross-functional collaboration and stakeholder communication Resilient in audit-heavy environments and adept at managing change with calm and clarity Preferred Qualifications COBIT or similar certifications Familiarity with project and policy management platforms Previous banking or financial services experience Intercredit Bank is an equal opportunity employer.

Currency Exchange International (CXI) is a Financial Services and Technology Provider based in Orlando, Florida. Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to learn more about life at CXI: *************************************** Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies. Our Values Customer First - We earn the right to be our clients' first choice. Integrity - We hold ourselves to the highest standard to build trust. Collaborative - We always win as a team. Innovative - We find new methods to deliver change and advance technology to the industry. Passionate - We are driven to be the best in class. Currency Exchange International is looking for a skilled and motivated IT GRC & Security Co-op to join our GRC Team! This is a hybrid position based in Orlando, FL. Summary The IT GRC & Security Ops Co-op will gain valuable experience assisting IT GRC and Information Security teams with a wide range of activities, including governance, risk management, compliance, security awareness, and security operations. This role provides hands-on exposure to real-world security challenges and the opportunity to contribute to the protection of the organization's information assets. The co-op will collaborate with experienced professionals to learn about security best practices and support the implementation of a robust security posture. Essential Functions: Assist with the evaluation and implementation of security controls, and learn how to frame security risks in business terms. Support the assessment of vendor security, review of third-party contracts, and collection of evidence for internal audits and regulatory exams. Contribute to the development and delivery of security awareness training and phishing simulations. Assist with the IT risk management framework and methodologies. Gain experience with security tools, including monitoring, investigating alerts, and participating in incident response activities. Support vulnerability management processes and the maintenance of security documentation. Competencies: Thinks critically and analytically with the ability to express a point of view supported by data (for both technical and non-technical audiences) Raises concerns early and facilitates constructive problem-solving at all levels of the enterprise; knows when to escalate Exhibits passion for learning in technology and cybersecurity domains Collaborates effectively with colleagues, stakeholders, and leaders across multiple organizations to get consensus, socialize strategy and achieve objectives Displays the ability to be confident, respectful, and articulate when registering dissenting or unpopular opinions Manages multiple parallel initiatives Is execution-oriented and self-motivated Requirements Enrolled in, or recently graduated from, a four-year college program focused on Information Technology, Information Security, or a similar field; OR; Completed a security boot camp and earned a security-related certification Benefits Commute Reimbursement - CXI will pay the toll, bus or metro cost in and out of work 401K Plan - CXI will match up to 5% Tuition Assistance - CXI offers tuition assistance for part-time employees *conditions apply* Holiday Pay - CXI offers additional pay for select holidays Sick Time - CXI will pay sick/personal pay (1 hour of sick/personal time for every 30 hours worked - which may equal to an annual accrual of 40 hours) Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************

About the Organization: Citizens First Bank, a cornerstone of The Villages community, was founded by the visionary founders of The Villages in 1991. “We are a bank created specifically to fill the needs of our community and to conscientiously and joyously serve our Villagers residents in every possible way.” -Founder Harold Schwartz. Since that time, the vision of the Bank has expanded to build upon our purpose of serving the Villages in every way while sharing our exceptional service and lasting relationships with the people and businesses throughout Lake, Sumter, Marion and Citrus counties. Citizens First Bank: A Five Star Bank where hospitality meets finance. About the Position: Citizens First Bank is hiring for a Teller for our Pinellas Branch! As a Teller at Citizens First Bank, you'll deliver exceptional customer service at the teller window while efficiently handling a range of retail banking transactions. You will maintain control of cash, perform various teller-related operational tasks, display a positive upbeat demeanor, all while meeting all CFB Teller Standards and adheres to compliance requirements. Key Responsibilities of the Teller: Follows the Bank's CIP to obtain assurance that the customer is properly identified Queries the customer(s) stated purpose/reason/objective for conducting transactions, such as wires and large cash deposits or withdrawals or other transactions requested by the customer Reports any unusual or suspicious customer activity to BSA, Compliance and/or Security Maintains security of the working environment while meeting CFB Teller Standards. This may include, but is not limited to, balancing daily with minimal differences and/or errors and adherence to all CFB Teller Policies and procedures Processes a variety of transactions including, but not limited to, general paying and receiving items, utility payments and foreign and consignment items in accordance with CFB policy and procedure Adheres to all compliance requirements including, but not limited to, preparing Currency Transaction Reports and placing appropriate holds 7. Further assists customers by listening to their needs, identifying products/services that meet or exceed those needs and directing them to the appropriate department or individual (i.e., loans, new accounts, trust, investments, etc.) Teller Requirements: Minimum: •High school diploma or equivalent required, six months in a customer service/retail environment. Must be able to withstand varying degrees of stress, must be able to attend work regularly and on time and perform the requirements of the position with little supervision. •Must have the ability to meet and greet internal and external customers in a professional, positive manner, ability to communicate effectively, ability to be function as a member of a team including participating in branch activities and displaying positive behavior. •Must have basic computer skills using Microsoft Office (Outlook, Word, Excel), good typing skills and skilled in using a 10-key calculator. Preferred: •Previous teller experience in a banking or related environment or at least six months-one year of cash handling. Teller Benefits: Citizen's First Bank offers an exceptional benefits package for full-time employees including medical dental, vision, short and long-term disability insurance options, 401K , and generous vacation allowance. All employees enjoy an annual calendar recognizing ten federal holidays which may be paid, a high-end hospitality environment with a strong promote-from- within culture, and the satisfaction that comes from serving the community and relationship building. Citizens First Bank is committed to provide equal employment opportunity to all persons regardless of race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, marital status, protected veteran status or disability. In addition to federal law requirements, Citizens First Bank complies with applicable state and local laws governing nondiscrimination in employment in every location in which the Bank has facilities. Citizens First Bank is proud to be a drug, alcohol, and weapons free workplace.

Charlotte, North Carolina;Plano, Texas; Richmond, Virginia; Sun City West, Arizona; Boston, Massachusetts; Chandler, Arizona; Tampa, Florida; Chicago, Illinois; Jacksonville, Florida; Newark, Delaware; Phoenix, Arizona; Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************* **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Summary:** This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. **Responsibilities:** + Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance + Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics + Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management + Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights + Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products + Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape + Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners + Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities + Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance + Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics + Identifies business trends based on economic and portfolio conditions and communicates findings to senior management + Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights **Required Qualifications:** + Minimum 3 years SAS/SQL Coding knowledge and/or experience + Ability to manage multiple projects in a complex and rapidly-changing environment + Ability to work independently as well as part of a team + Demonstrate strong analytical skills + Previous risk/fraud analysis, strategy development, or related experience + Strong written and oral communication skills + Intellectually curious and willing to dive into complete issues\problems and solve **Desired Qualifications:** + 5+ years of risk analysis, strategy development, or related experience + 5+ years of SAS or SQL Coding experience + Prior experience in Authentication, Fraud, Debit Card or other related risk fields + Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) + Experience managing relationships and projects with external vendor partners **Skills:** + Analytical Thinking + Business Analytics + Data and Trend Analysis + Fraud Management + Problem Solving + Collaboration + Innovative Thinking + Monitoring, Surveillance, and Testing + Presentation Skills + Risk Management + Data Visualization + Interpret Relevant Laws, Rules, and Regulations + Issue Management + Oral Communications + Written Communications **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.