Greenleaf Trust jobs in Kalamazoo, MI

Job Description Provide project management services throughout the project lifecycle. Responsible for project execution while leading a team, or teams, to accomplish specific objectives in a given time frame with necessary resources provided from Divisions within Greenleaf Trust and Greenleaf Capital. YOUR ROLE IN SERVING OUR CLIENTS AND ASSISTING DIVISIONS INCLUDES: General Responsibilities for Greenleaf Trust and all other Greenleaf entities: Create positive relationships with divisions, entities as well as the vendor community. Facilitate and provide communication regarding status of projects. Manage the scoping, benchmarking, planning and execution of projects Assist company with contract management programs including W-9 collection and contract renewal notifications. Project Management Facilitate the definition of project scope, goals, deliverables and success metrics. Conduct research/benchmarking for business and technologies solutions. Facilitate project specific business case development and return on investment strategy. Establish and manage project budgets from a financial and human capital resource perspective. Establish and update resource allocation plans. Establish and manage project timelines. Adhere to regulatory compliance requirements. Assemble and coordinate project staff. Assist in project specific asset procurement. Provide effective reporting on current project status. Monitor and track financial project expenses. Facilitate and assist in the development of project specific training activities. Facilitate quality assurance for all BIS project management and service delivery initiatives. Provide training on project management standards and assist in mentoring resources that are associated with project initiatives. Educate project team members on their responsibilities and enforce accountability. Monitor vendor, service provider, and/or contractor performance to ensure quality of service on project specific initiatives. Participate actively in the Change Management process. MINIMUM EDUCATION / EXPERIENCE REQUIRED Bachelor's Degree and minimum three (3) years project management experience with five (5) or more years of progressively responsible leadership experience in a professional office, or equivalent education and experience. Project Management Certification preferred.

Why USAA? Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Claims Litigation Manager- Section II, you will be responsible for managing moderately complex litigation arising out of the property contract in compliance with state laws and regulations, to include creating strategy for defense or settlement, evaluating, negotiating, and collaborating with defense counsel to secure appropriate resolution. Accountable for delivering a concierge level of best in class member service through setting appropriate expectations, proactive communications, advice and empathy. This hybrid role requires an individual to be in the office 3 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Manages moderately complex litigation to include serious injury or property damage arising from Section II liability, questionable damages, questionable liability and questionable coverage issues. Applies intermediate knowledge of claims litigation processes under the Homeowner/Renter Policy Contract/Umbrella. Proactively manages litigation and acts as liaison with members, internal and external counsel. Clearly documents litigation strategy, litigation budget, investigation, evaluation, negotiation, settlement, and trial decisions. Represents USAA at mediations, case conferences, and/or trials. Reviews, audits, and approves legal fees and expenses. Partners and/or directs law firm vendors to facilitate timely lawsuit resolution. Holds law firm vendors accountable for following Defense Counsel Litigation Handling Requirements. Recognizes and solves routine and intermediate issues arising out of legal case management. Follows practices and processes to achieve results to positively impact the quality, timeliness and effectiveness of the team; proactively identifies opportunities to improve processes. Interacts with membership, attorneys and management to advise on moderately complex litigation. Ensures members receive high levels of service from themselves and law firm vendors. May act as an informal resource for team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years work experience handling liability and first party claims or progressive experience in litigation. 2 years customer contact experience. Claims adjusters license in assigned state or ability to obtain license within 3 months. Demonstrated negotiation and customer service skills. Excellent communication skills with experience as an effective liaison between partners, members, outside counsel and management. Knowledge of P&C policies state laws. Knowledge of regulatory compliance related to claims and claims litigation. Experience handling large losses property or commercial. Knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. What sets you apart: 4 or more years of injury Litigation Case management under the Homeowner/Renter Policy Contract/Umbrella Personal Injury Section II Coverage 2 or more years Commercial/Premise Liability Managed moderate to complex Litigation cases Thorough understanding of negligence laws and how they apply Compensation range: The salary range for this position is: $85,040 - $162,550. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle. Responsibilities of this role: Drive digital assets model development and enhancement initiatives. Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective. Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs. Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision. Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards. Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships. Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions. Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program. Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts. Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks. Providing insight on all aspects of Fidelity's crypto operations Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come The Expertise and Skills You Bring Prior AML/Fraud advisory, surveillance, or investigative experience. Prior financial crimes model development and/or maintenance experience. Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more. Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance. Prior experience managing a team of high performing individuals with diverse skill sets. Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions. Personal experience trading cryptocurrencies, stablecoins and/or NFTs. Passion for cryptocurrencies and the broader crypto ecosystem in general. Prior experience supporting regulatory response efforts. Chainalysis Academy or Elliptic LEARN certifications a plus. FINRA Series 7, 63, 24 or 9/10 registrations a plus. Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists Excellent listening, communication (verbal and written), influencing, and presentation skills Knowledge/experience with Agile frameworks and methodologies a plus Passionate about crypto and its intersection with Financial Crimes Intellectually curious and an early adopter of new technology Very thorough with strong documentation skills Able to communicate and explain crypto concepts to non-technical audience Great demeanor, teammate, and effective contributor Strong interpersonal skills Note: Fidelity is not providing immigration sponsorship for this position The Team The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience. Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses. The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs. The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Business Analytics and Insights

Job Description Company: E.C. Korneffel Co. E.C. Korneffel Co. is a well-established, mid-size heavy civil contracting firm based in Southeast Michigan. With decades of experience in marine, bridge, and piling/drilling work, we're proud to deliver infrastructure projects that support communities across the Great Lakes region. We're seeking a highly experienced Operations Leader to oversee and coordinate daily field operations across multiple active job sites. This is a hands-on leadership role for someone who thrives in the field, understands the rhythm of heavy civil construction, and values working with a close-knit, respectful team. Why work for E.C. Korneffel? Competitive salary tailored to your experience and leadership impact Annual profit-sharing bonus plus a 3% safe harbor retirement contribution 401(k) plan available after one year to support long-term financial security 50% company-paid BCBS health insurance Paid holidays and personal time off Strong equipment fleet and support staff Family-oriented culture where your voice is heard and your work is valued Long-tenured team with deep industry knowledge and mutual respect Key Responsibilities Operations Duties Coordinate daily activities between office staff and field supervisors across multiple active job sites. Lead regular field meetings to ensure alignment on scope, schedule, and equipment needs. Manage scope execution and document changes to work plans. Oversee equipment logistics, breakdown response, and repair coordination. Submit permit requests and ensure regulatory compliance. Maintain inventory control across ECK yards and job sites. Provide consistent schedule updates and ensure timely fulfillment of project needs. Project Support Duties Collaborate with estimating and engineering teams to support project planning and execution. Assist with kickoff documentation, job packets, and resource planning. Monitor field progress and support supervisors with problem-solving and logistics. Track scope changes, material usage, and equipment allocation. Qualifications Minimum 10 years of experience in heavy civil construction, with a focus on marine, bridge, and piling operations. You know how to anticipate field needs, solve problems before they escalate, and keep projects moving smoothly Proven track record in field coordination, equipment management, and schedule control. Strong understanding of construction methods, job site logistics, and safety protocols. Proficient in CPM scheduling and Microsoft Excel, Word, and Outlook. Experience with B2W or similar estimating and field software. A natural leader who values teamwork, accountability, and clear communication. Someone who thrives in a family-oriented culture and takes pride in doing things the right way. Pre-Employment Requirements Drug test and non-invasive physical required prior to start date.

GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues. Responsibilities Handle complex intellectual property litigation with emphasis on trademark, unfair competition, patent, and trade secret cases. Apply knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues in practice. Qualifications Admitted to the Florida Bar or willing to seek admission within 12 months following date of employment. Litigation experience with excellent analytical, research, and writing skills. Ability to successfully work on multiple projects simultaneously and autonomously with keen attention to detail. Familiarity with e-discovery and e-discovery programs is a plus. International experience and foreign language skill are a plus but not required. Compensation and Culture We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer. Application Please click here to submit your cover letter and resume and apply. #J-18808-Ljbffr

Job DescriptionDescription: About CG Insurance: CG Insurance, a division of CG Financial Services, provides client-centered, relationship-driven insurance solutions to protect what matters most to our commercial clients. We take pride in our responsiveness, clarity, and ability to deliver risk management guidance tailored to each client's unique business needs. Our team thrives on collaboration, professional excellence, and a service-first mindset. Position Overview: The Commercial Lines Account Manager is a key member of our insurance team, responsible for managing a portfolio of commercial clients and ensuring their coverage needs are met with precision and care. This role involves hands-on policy servicing, renewal planning, and proactive client communication, all while maintaining strong carrier and internal team relationships. Success in this role requires strong organizational skills, the ability to manage multiple priorities, and a collaborative, solutions-focused approach Key Responsibilities: Collaborate with producers to design, implement, and maintain commercial insurance programs tailored to each client Serve as the main point of contact for clients, addressing policy questions, service requests, and coverage guidance Stay current on carrier appetite, industry changes, and regulations that may impact client programs Prepare and submit insurance applications, proposals, and policy documents accurately and on schedule Coordinate marketing efforts and negotiate terms with carriers to secure the best options for clients Manage the full renewal process: gather information, analyze coverage needs, remarket policies, and communicate changes Educate clients on audits, endorsements, and other policy procedures; provide premium allocation reports using Excel Handle certificates of insurance, endorsements, cancellations, reinstatements, and policy changes Maintain thorough, accurate documentation in the agency management system (e.g., Applied Epic) Balance multiple client priorities, internal deadlines, and carrier requirements efficiently Contribute to a positive, high-performing team culture by supporting teammates, sharing knowledge, and embracing continuous improvement Our Core Values: We are not just looking for a specific skillset. We are looking for someone who lives our values and contributes to our team's positive momentum and shared success. Thirst for Knowledge: You have a curious and creative mindset, always seeking to learn and grow. Innovative Problem Solver: You lead with solutions, set the tone for collaboration, and deliver with accountability. Self-Motivated: You are driven, proactive, and unafraid to take initiative or tackle challenges. Authentic: You operate with honesty, integrity, and a no drama, no politics approach. Positively Impact People: You care about helping others grow, your team, clients, and community, and believe in collective success. Why Join CG Insurance: Paid time off and holidays to support work-life balance Regular company team-building events and seasonal celebrations Opportunities to participate in community volunteering and outreach initiatives Support for professional development, continuing education, and industry certifications A collaborative culture where every team member is valued and encouraged to contribute Requirements: Required Qualifications: Active Property & Casualty insurance license Minimum 3 years of commercial lines insurance experience (account management or underwriting preferred) Strong understanding of key commercial coverages including GL, WC, Property, Auto, Cyber, and Professional Liability Proficiency with Microsoft Excel; comfortable generating premium breakdowns and working with client data Excellent organizational and time management skills; able to prioritize and follow through in a fast-paced environment Strong verbal and written communication skills with a professional and proactive approach Collaborative team player with a client-first attitude and a drive for accuracy and results Preferred Qualifications: Experience in a boutique or independent agency setting Familiarity with Applied Epic or other modern AMS platforms Comfort working with mid-market and small business clients across a range of industries

Why USAA? If you are considering sending an application, make sure to hit the apply button below after reading through the entire description. At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week. This position can be based at the Tampa, FL. (Crosstown) Campus . Relocation assistance is not available for this position. What you'll do: * Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. * Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. * Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. * Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. * Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. * Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). * Monitors legislative initiatives that may impact economy, society, and personal financial situation. * Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's * products and services. * May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. * Serves as a resource to less experienced team members on escalated issues of a routine nature. * Guides and influences less experienced team members. Work Hours: * Monday - Friday / 7:30am - 7:00pm (Central) * An 8 hour shift will fall within these hours * This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: * High School diploma or GED * Required maintenance of Life/Health license * Required annual completion of AHIP and Broker/Carrier appointments when applicable. * 2 years of financial industry and/or life sales experience * Experience delivering frequent written and oral communication * Experience acquiring and applying new concepts and information * Experience processing and analyzing information * Experience fulfilling requests and meeting deadlines * Experience resolving conflict and negotiating * Experience multi-tasking in an operating systems environment * Experience participating in or leading teams * Successful completion of a job-related assessment may be required What sets you apart: * 4+ years experience working in Sales with life insurance * 1+ years experience working in a call center environment * CLU - Chartered Life Underwriter or comparable designation * US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $62,470.00 - $105,420.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. By applying, you consent to your information being transmitted by JobG8 to the Employer, as data controller, through the Employer's data processor SonicJobs. See USAA Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at by Jobble

Large Real Estate company is looking for an Analyst. The Financial Analyst is responsible for creating and maintaining complex financial models, proformas, budgets and forecasts, as well as preparing actual-to-budget analyses, and other ad hoc reports as requested by Senior Management. The Financial Analyst will have a thorough knowledge of generally accepted accounting practices (GAAP) and experience assisting in due diligence. ESSENTIAL DUTIES AND RESPONSIBILITIES: Asset Management o Create and maintain complex financial models for asset management o Create and review performance reports, budgets, and forecasts, as well as prepare actual-to-budget analyses o Create other ad hoc reports as requested Acquisitions o Analyze investment opportunities and markets as well as formulate strategy options o Review of due diligence reports and other transaction documents to ensure consistency with underwriting o Preparation of internal investment committee memoranda, including various supporting schedules, and other presentations materials **MUST BE LOCAL** Interested in hearing more?

Buffkin/Baker has partnered with Beacon Health, headquartered in South Bend, Indiana, with eleven hospitals and 270 care sites across 10 counties, Beacon connects you with the care you and your family need to be your very best. That takes expertise. We are the regional leader in comprehensive, integrated services - from childbirth and pediatrics to cancer, trauma, heart and vascular, stroke, orthopedics and sports medicine, surgery, mental health and so much more with more than 11,000 associates and 2,500 credentialed providers throughout the region and across two states. Reporting to the Chief Operating Officer, Beacon Health System, the President of Dowagiac Hospital is responsible for providing leadership, direction and administration of corporate goals and objectives through the effective assignment and monitoring of accountabilities and responsibilities to the hospital leadership and management staff. The President ensures Hospital services are delivered in accordance with standards established by the CEO and Board of Trustees of Beacon Health.

You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Are you an experienced Administrative Assistant looking for your next challenge? We're seeking a highly organized, detail-oriented professional to join a construction project team near Saline, MI. This is a contract position in a fast-paced, on-site environment supporting a Project Manager and team members to keep operations running smoothly. What You'll Do: Provide high-level administrative support, including preparing reports, memorandums, and correspondence. Manage schedules, appointments, and travel arrangements when needed. Prepare and process expense reports. Handle sensitive and confidential information with the utmost discretion. File and retrieve documents, assemble and analyze data for reports, and support day-to-day office needs. Coordinate meetings and events, and occasionally run local errands as required. What We're Looking For: 5+ years of experience as an Administrative Assistant (construction experience preferred). Strong organizational skills and the ability to manage multiple priorities under tight deadlines. Excellent communication skills - both written and verbal - and confidence working with all levels of personnel. Proficiency in MS Office and Outlook, with a typing speed of at least 50 wpm. Adaptability and a proactive, problem-solving mindset. Willingness to occasionally work overtime when needed. Education: High School diploma required. Physical Requirements: Ability to reach, climb, and stoop; lift up to 10 lbs; and work for prolonged periods sitting or walking on site. If you thrive in a dynamic environment and enjoy being the go-to person who keeps everything organized and on track, we'd love to hear from you!

Job DescriptionBenefits: Bonus based on performance Company parties Free food & snacks Opportunity for advancement We are seeking a motivated and goal-driven Mortgage Sales Representative to join our team with a unique opportunity to grow into a licensed Loan Officer. This is an entry-level role designed for individuals who are eager to learn the mortgage and lending industry from the ground up. The ideal candidate is persuasive, personable, and eager to build a long-term career in financial services. Key Responsibilities: Telemarketing Phase (Initial Training & Lead Generation): Make outbound calls to prospective clients using company-generated and self-sourced lead lists. Introduce and explain basic loan and mortgage services to potential customers. Qualify leads based on predefined criteria and schedule appointments for licensed loan officers. Maintain accurate records of calls, leads, and customer interactions in CRM software. Follow up with leads through calls, texts, and emails to nurture long-term relationships. Meet or exceed daily/weekly call and appointment-setting targets. Loan Officer Training Path (Career Progression): Participate in on-the-job training and mentorship with senior loan officers. Learn about mortgage products, lending regulations, loan processing, and compliance. Work toward obtaining an NMLS license (company sponsorship available for qualified candidates). Begin assisting in loan applications, collecting documentation, and preparing files under supervision. Transition to full Loan Officer duties upon meeting licensing and performance requirements. Qualifications: High school diploma or equivalent (Bachelors degree preferred but not required). 1+ year of customer service, sales, or call center experience preferred. Strong communication and interpersonal skills. Comfortable making outbound sales calls and handling objections. Interest in the mortgage or financial services industry. Self-motivated with a strong desire to grow into a licensed loan officer role. Bilingual skills are a plus. What We Offer: Competitive base pay plus performance bonuses/commissions. Clear path for advancement to a licensed Loan Officer position. Paid training and support for NMLS licensing. Positive, energetic work environment. Opportunities for ongoing mentorship and career development. Career Path: This role is ideal for someone looking to build a career in the mortgage industry. Within 1-3 months (based on performance), top telemarketers will have the opportunity to transition into a full-time Loan Officer role with expanded responsibilities and earning potential.

Job Description Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It's all happening on UWM's campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement. It's no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It's at the very heart of how we treat each other, our clients and our community. Whether it's providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life. From the team member that holds a door open to the one that helps guide your career, you'll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you'll be welcomed here. Accepted here. And empowered to Be You Here. More reasons you'll love working here include: Paid Time Off (PTO) after just 30 days Additional parental and maternity leave benefits after 12 months Adoption reimbursement program Paid volunteer hours Paid training and career development Medical, dental, vision and life insurance 401k with employer match Mortgage discount and area business discounts Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court Wellness area, including an in-house primary-care physician's office, full-time massage therapist and hair salon Gourmet cafeteria featuring homemade breakfast and lunch Convenience store featuring healthy grab-and-go snacks In-house Starbucks and Dunkin Indoor/outdoor café with Wi-Fi Responsibilities Reviewing loan files for potential defects and procedural findings to give feedback to necessary parties to reduce long-term risk exposure for UWM Providing clear and concise feedback to our internal clients in LQ Review Database Utilizing internal job aids and other posted guidance to ensure all loan files are acceptable by UWM's standards, investor guidelines and applicable Federal or State regulations Qualifications Must Have Qualifications: 2-3 years of servicing experience or servicing QC auditing experience Strong knowledge of Federal and Agency (FNMA /FHLMC) Servicing guidelines and procedures Strong analytical and problem-solving skills Excellent verbal and written communication skills Nice to Have Qualifications: College Degree FHA and/or VA knowledge Servicing and/or Loss Mitigation experience

KLR Executive Search Group is conducting an exclusive search for a Lead Title Attorney to join a fast-growing commercial title and escrow organization. The firm was founded by professionals with deep experience in large, complex real estate transactions and is focused on delivering a more responsive, service-driven approach to closings. They handle multi-property and multi-state commercial deals across a range of asset types, and work with developers, private funds, family offices, and individual investors. As the company continues to expand, they're looking for a driven, entrepreneurial attorney who thrives in a fast-paced, client-focused environment. We are currently flexible on the location of this position, but we are most interested in candidates willing to sit in Florida or Texas. Position Overview: The Lead Title Attorney will serve as the primary legal and operational lead for the Company's title and escrow functions. This role oversees junior title attorneys, escrow officers, and closing personnel, ensuring all real estate transactions are executed with the highest level of client service, while reporting directly to Company Officers and providing updates to support timely, responsive, and client-focused title operations. Key Responsibilities: Lead title review and clearance for commercial transactions across multiple asset types and jurisdictions. Supervise junior title attorneys, title agents, escrow officers, and closing staff; ensure accurate status reporting. Develop and maintain title workflows, operational processes, and records management systems. Coordinate accurate and timely fund disbursement and insurer premium payments; serve as Title Agent of Record where designated. Partner with executive leadership to support growth initiatives and uphold a high-responsiveness, client-focused service culture. Qualifications: Active law license (preferred) and title agent license (or willingness to obtain); ability to obtain additional state licenses as needed. Minimum 4 years of commercial title insurance experience handling a variety of transactions, including multi-state and portfolio deals. Strong knowledge of title, escrow, and closing practices, with demonstrated leadership supervising attorneys and staff. Highly organized, energetic, and committed to delivering responsive, best-in-class client service. Benefits: Potential for profit sharing and/or company equity participation. Comprehensive medical, dental, and vision insurance. 401(k) with safe harbor match (3%).

Job DescriptionBenefits: Company parties Dental insurance Employee discounts Free food & snacks Health insurance Opportunity for advancement Training & development Are you looking for a career that values your contribution and offers you the chance to make a significant impact ? Look no further than Lending Pros. Our team is dedicated to building and maintaining strong relationships with our clients while staying ahead of the curve with industry news and trends. We guide our customers in selecting the best loan options tailored to their unique needs, all while maintaining an enjoyable working environment for everyone involved. Why join Lending Pros? Competitive Commission Compensation: Enjoy industry-leading commission structures that reward your hard work and dedication. Bi-Weekly Commission Payouts: We will payout commissions on every paycheck. You will not have to wait for a payment once a month. Inbound Transfers: We have a dedicated team of trainees and telemarketers that will be sending you hot leads all day long. This team also has a sales trainer and leader to insure you are receiving quality transfers. Exclusive Wholesale Pricing: Access wholesale pricing from top-tier lenders, thanks to our prestigious ranked status with our wholesale partners. Rapid Turnarounds: Benefit from our clean and efficient process with an average of 15-day Close to Contract (CTC), ensuring you get paid faster and more frequently. Career Advancement: Opportunities for growth through team building and career advancement are not just available; they're encouraged. Multi-State Licensing: Work confidently knowing that Lending Pros holds multi-state licenses, expanding your potential client base. Comprehensive Benefits: We offer medical, dental, and vision benefits, along with bi-weekly direct deposit payments to our employees. Professional Development: Experience a thorough onboarding and training process, complemented by daily mentorship, to continually enhance your skills and knowledge. Loan Officer Responsibilities: Collect and analyze prospective buyer income, assets and liabilities, background check, and loan application documents to determine creditworthiness. Educate borrowers to understand the pros and cons of different loan products to determine which option is best for them. Interact with customers, processors, and underwriters to ensure a smooth transaction. Review the loan process by monitoring loan status, term conformity, and regulatory guidelines. Exceed our production standards by maintaining an active pipeline. Our company culture is dedicated to the success of each of our employees and thrives on collaboration and engagement. We truly strive to see every single employee succeed; you will never be just a number here. Thats why were dedicated to making the office your favorite place to be with a strong focus on work-life-balance. We want work to feel enjoyable, and make sure our team is excited about coming into work every day. Join us and enjoy awesome perks like Flexible Work Hours: We understand the importance of flexibility and work-life-balance. Full Hour Lunch Breaks: Take the time you need to recharge during the day. Opportunities for Growth: There is always the opportunity to grow and manage your own team of LOs. Company Swag: We love spoiling our employees with our merch. Fully Stocked Pantry of Snacks: Enjoy a healthy snack and recharge any time of the day. Fun Team Competitions: Be part of weekly raffles, cornhole games, fantasy leagues and sports brackets. Being Active on Social Media: Have fun making team tik-tok reels and be a part of our new " Learn from a Pro " weekly series sharing your mortgage knowledge. Tuesday Tips & Tricks: Each week take part in a round table discussion to share tips and tricks that work for you, work for others, and address any lingering questions you may have all as a team to help you thrive as a loan officer! Don't miss the chance to be part of a team that values your growth and success. Apply now! $75,000-$250,000 per year Health, Dental, & Vision Insurance Also, please take a moment to check out our Career Page, LinkedIn, and Instagram to see what our employees have to say about working at Lending Pros! Career Page: *********************************************** LinkedIn: ***************************************** Instagram: **************************************** "Let the Pros bring you home!"

Job Description Are you a newly licensed real estate agent, eager to take that significant leap forward in your career? Well, get ready for an exciting journey with The Monzo Group, Michigan's #1 real estate team in closed deals and volume. At The Monzo Group, we're not your typical real estate company. We're all about making things happen. Our mission? Delivering exceptional service and outstanding results for our clients. We believe in the power of teamwork, fresh perspectives, and unwavering dedication, creating an environment where learning and progress are at the forefront. Here's What Awaits You at The Monzo Group: Access to top-tier marketing materials and unwavering sales support, with full support from contact to close. Our coaches and leaders are here to guide you every step of the way. Say goodbye to the endless paperwork grind - we've got your back with comprehensive back-office assistance, so you can focus on becoming a real estate superstar. Benefit from our proven training and guidance system. Whether you're a seasoned pro or just starting out, our training program is designed to transform you into a master at converting leads. Enjoy competitive commission splits that maximize your earning potential. Enjoy regular mentoring sessions. Working closely with our team leaders will significantly accelerate your learning curve. Are You the Right Fit for a Thriving Real Estate Career? Are you ready to build a thriving career instead of settling for just another job? We're looking for motivated, go-getter individuals for exciting full-time realtor positions. Do you thrive on connecting with people and take joy in helping them? If you're a people person, this role will be your playground. Are you someone who enjoys being part of a close-knit team where your efforts directly impact the bottom line? We're seeking candidates with drive, energy, flexibility, and an insatiable thirst for success. Your Responsibilities: Stay in touch with clients to boost sales. Cultivate connections that deeply resonate with clients, ultimately bringing in more sales opportunities. Meet with potential buyers and sellers to understand their desires in a home, then show them properties that perfectly match their criteria. Host engaging open houses to highlight our listings. Oversee the entire process, from listing to closing, ensuring smooth and swift transactions. Attract potential clients to generate new business opportunities. Be a market expert - know current conditions and trends inside out, confidently answering queries about potential homes and similar properties. Requirements for this role: While previous sales experience is a plus, it's not mandatory. Embrace a tech-savvy mindset. Possess excellent communication, negotiation, and networking skills. Be self-motivated and driven by ambition. Exhibit excellent organization and time management skills. A valid Real Estate License is required. At The Monzo Group, we're not slowing down; in fact, we're picking up speed and experiencing rapid growth while others take a step back in the real estate game. Join us on this exciting journey, and let's achieve greatness together as you launch your real estate career. Job Type: Full-time Pay: $48,226.91 - $196,492.21 per year Benefits: Flexible schedule Schedule: Monday to Friday Self-determined schedule Weekend availability Supplemental pay types: Bonus pay Commission pay

Job Description What's This Job All About? The Trust Relationship Officer is responsible for managing client relationships to perform activities relative to our role as trustee, agent and/or custodian. What You'll Be Doing Principal Accountabilities: Client Service Responsible for proactive client contact providing "high touch" communication and service to clients. Help clients define their needs, goals, and objectives. Assist with the development of a personalized Wealth Management Plan at the onset of the relationship as well as development of ongoing strategies to achieve the client's near term goals and ultimate legacy plan objectives. Develop and maintain a basis of knowledge in key areas of trust and estate planning, investment management, retirement planning, and tax planning. Educate clients and trust beneficiaries on the terms and requirements of the trust. Solve problems for clients using resources of the entire Greenleaf team. Coordinate with client's other professional advisors, such as legal and tax advisors. Facilitate effective reporting and communication to client and other interested parties. Oversee all account receipts and disbursements. Oversight and monitoring of all account activity including the process of transferring funds, securities, and other assets. Ensure that appropriate and relative account documentation is on file. New Business Development Generate new opportunities across lines of business through direct contact with existing clients, prospects and referral sources. Actively participate in sales team meetings and event-driven marketing activities. Promote bank trust services, and assist new clients with establishment of new trust accounts. Provide continuous support to new clients throughout the account transfer process. Make presentations to groups explaining the function of Greenleaf's Personal Trust Division and the potential financial and tax advantages to be gained by the use of various types of trusts or other wealth management strategies. Fiduciary Excellence Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing trust documents. Directs collection of income or proceeds from sales of assets and deposits them in trust accounts. Ensures that the fiduciary judgment is followed in investing trust assets in income producing securities following investment guidelines of trust. Works with investment analysts to select the most appropriate investments according to long-term financial goals desired for the best interests of beneficiaries. Directs liquidation of liabilities, payment of debts, and disbursement of funds according to the needs of the beneficiaries and conditions of the trust document with approval from the Trust Committee. Hires appraisers, as needed, to determine the value of assets and appropriate method for sale of properties if this is determined to be in the best interest of the beneficiaries. Provides financial accountings for grantor, beneficiaries, executors, and/or court as required according to particular circumstances of trust agreement. Supervises the process of preparation, filing, and payment of state and federal income tax returns for the trust. Including review and signing of 1041 returns and review of other filings. Support Greenleaf Team Members Provide expertise and back-up to other team members regarding trust/estate planning, tax, IRA and other issues. Work closely with Client Centric Team members to support client needs. Assist with seminar content development in areas of expertise. Track client communications in CRM system. Provide appropriate reporting to Executive Leadership Team and/or Trust Committee. What You Need for this Position: Bachelor's Degree and minimum 3 years' experience in estate planning, trust administration, and customer service, or equivalent education and experience. Experience with client support/ wealth management/trust administration Sales experience in a service-related field

Catalis is a leading government Software as a Service (SaaS) and integrated payments provider, powering a wide range of government operations at the municipal, county, state, and federal levels. Our innovative solutions are designed to streamline processes, enhance efficiency, and improve the delivery of government services to the public. At Catalis, we are committed to leveraging technology to make government interactions simpler, faster, and more accessible. The Opportunity Regulatory & Compliance vertical - Ensure efficient oversight with a regulatory solution that protects your consumers and state banking organization. Provide an End-to-End Cannabis Solution with a suite of regulatory products and services covers every sector of the cannabis marketplace. What You Will Do · Responsible for reviewing and processing applications daily. · Determine if application meets the criteria for approval or rejection. · Quality review of completed work prior to submission. · Utilize both analytical and judgment skills to identify application types and requirements. · Adhere to statues to accurately review and complete different application types. · Reconciles complete and incomplete applications. · Maintains attendance and productivity. · Identify and communicate all issues, concerns to leadership. · Work is repetitive and subject to inspection for quality. · Flexibility to change priorities to meet contractual requirements and departmental expectations as needed. · Willingness to assist with other tasks or projects as needed. · Ability to work overtime when needed. Requirements What You Will Need to Succeed · High school diploma or equivalent. · Must be self-directed, motivated, and dependable. · Type 35 wpm. · Attention to detail to ensure data entry accuracy. · Logical problem-solving skills and openness to ask questions. · Excellent oral & written communication skills · Microsoft Office (Outlook, Word & Excel) · Prolonged sitting. · Experience with prior document review preferred. What we Offer • A dynamic and supportive work environment in a mission driven organization • Competitive salary and benefits package, including health, dental, vision insurance • Paid Time Off (PTO) • HSA and FSA options • 401(k) plan with matching contributions • Paid parental leave • ABLE matching contributions for the disability community • Employer paid short term and long-term disability insurance and group term life insurance • Financial and legal assistance through our EAP (Employee Assistance Program) • Opportunities for professional development and career advancement • The chance to make a significant impact on the delivery of government services and the lives of citizens. EEO Statement We are an equal opportunity employer and value diversity. We are committed to an inclusive environment for all. All candidates will be considered based on qualifications, merit, and business needs without regard to race, color, religion, national origin, age, non-qualifying mental or physical disability, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, veteran status or other characteristics protected by applicable law.

About this role: Wells Fargo is seeking a Middle Market Business Development Officer for the southeastern Michigan area to increase momentum and drive growth with a focused effort exclusively on sourcing new customer relationships. Learn more about the career areas and lines of business at *************************** In this role, you will: Prospect companies with annual gross sales between $100MM - $500MM and remain engaged until prospects are successfully converted to customers Act as an advisor to senior leadership to develop and lead market and other large-scale planning efforts, by conducting competitive analyses, leveraging business tools, and applying market insights to identify areas of opportunity across groups and functions Lead the strategy and resolution of highly complex and unique challenges of prospects' needs and in-depth evaluation of Wells Fargo's offerings, considering profitability and risk to the Commercial Bank and coordination of highly complex activities and guidance to others Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Business Development group that are large-scale, cross-functional, and companywide strategies Strategically engage with all levels of professionals and managers across the enterprise to improve processes and risk control, resolve prospects' issues while achieving Wells Fargo's business objectives, and represent the company externally; serve as an expert advisor to leadership and as a mentor for less experienced colleagues Lead the identification and sourcing of prospects and engage in both cold and warm outreach, employing strategies focused on generating new, profitable Commercial Banking relationships Understand the full suite of financial solutions offered by Wells Fargo to Commercial Banking clients and the financial solutions currently used by each prospect Strategically collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, by leading internal coordination to develop and present financial solutions to prospects Required Qualifications: 7+ years of Commercial Banking Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Proven track record and experience in direct sourcing and prospecting new clients Commercial banking account relationship management experience for clients with annual revenue of $100MM to $500MM. Commercial or Middle Market account relationship management experience Established network in the city of Detroit and surrounding area Existing local in-market network to fuel new client acquisition {or business development} Experience developing partnerships and collaborating with other business and functional areas Treasury Management product knowledge Experience building relationships with community organizations and key community influencers Proven ability to develop and execute a sales strategy on multiple prospects simultaneously Excellent verbal, written, and interpersonal communication skills Effective organizational, multi-tasking, and prioritizing skills Proficient with MS Technology Platforms (i.e., Excel, PowerPoint, Word, Outlook, etc.) Credit acumen demonstrated through education Risk management experience to include understanding of the responsibility to protect sensitive information Bachelor's degree preferred Job Expectations: This position is not eligible for Visa sponsorship This position offers a hybrid work schedule Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Ability to travel up to 25% of the time #commercialbanking Locations: 255 E Brown St., Birmingham, MI 48009 Posting End Date: 1 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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. To view the "Know your Rights" poster, CLICK HERE (************************************************************************************** . 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.