Back Audit Officer - Audit #51-8496 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely).
Market Wheeling Work Hours per Week 37.5 Requirements
Bachelor's degree with a preference in Accounting, Finance, or Information Technology; or equivalent combination of an Associate's Degree and three years of Audit (External or Internal) and/or Risk Management work experience.
Minimum of 6 years financial experience through public accounting/auditing and/or financial industry experience preferred.
Information Technology audit or operational experience preferred.
Industry certification (i.e. CIA, CISA, CPA, etc.) preferred.
Job Description
SUMMARY:
As a member of the audit team, the Audit Officer candidate will be responsible for planning and completing various risk-based internal audits, interacting with various levels of management, assisting with other audit and special projects, and providing leadership and supervision to staff members, all in accordance with the annual audit plan and professional practice standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Works under the supervision of the Audit Managers.
Provides leadership and limited supervision of staff auditors on audit engagements.
Performs assigned work within departmental procedures and professional standards (i.e. International Standards for the Professional Practice of Internal Auditing).
Conducts audit testing of assigned areas within established/modified timelines.
Establishes or assists in the completion of risk-based audit programs through audit planning processes.
Evaluates or assists in the evaluation of the adequacy and effectiveness of the company's internal control processes.
Completes assigned audit procedures that test the accuracy and effectiveness of policies, procedures, risk assessments and other documentation.
Prepares work papers that record and summarize assigned audit procedures.
Completes audit engagement administrative workpapers that finalize the audit for final review and report issuance.
Develops and assists to develop recommendation(s) for corrective action/improvement.
Drafts audit reports that summarizes the audit process, findings, and recommendations that can be issued to Senior Management.
Maintains and adheres to information security and confidentiality requirements.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
High level of analytical abilities and skills.
High level of written/verbal communication, interpersonal and relationship building skills.
Ability to adapt to corporate-wide systems routinely utilized by internal audit staff.
Ability to adapt to change timely, and to multi-task.
Possesses basic leadership and supervisory skills.
Display personal initiative to foster professional development through formal education and cross training of department functions.
Ability to complete multiple tasks while meeting assigned deadlines.
Ability to complete and comprehend audit processes such as system documentation walk-through, source documentation, internal control questionnaires, yield analysis, and lead schedules.
Ability to execute assigned audit areas including inquiry/observation, substantive procedures, analytical review procedures, attribute testing, and concluding on assigned test work.
Ability to utilize information systems hardware and information systems applications.
Proficient in Microsoft Office including Word, Excel and Outlook.
Full-Time/Part-Time Full-time Area of Interest Audit All Locations Wheeling, West Virginia, United StatesUniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesChattanooga, Tennessee, United StatesCincinnati, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesFranklin, Tennessee, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesYoungstown, Ohio, United StatesKnoxville, Tennessee, United States Show more
$66k-102k yearly est. 1d ago
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Audit Officer - Audit - Wheeling, WV
Wesbanco Bank Inc. 4.3
Ann Arbor, MI jobs
Back Audit Officer - Audit #51-8496 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely).
Market Wheeling Work Hours per Week 37.5 Requirements
Bachelor's degree with a preference in Accounting, Finance, or Information Technology; or equivalent combination of an Associate's Degree and three years of Audit (External or Internal) and/or Risk Management work experience.
Minimum of 6 years financial experience through public accounting/auditing and/or financial industry experience preferred.
Information Technology audit or operational experience preferred.
Industry certification (i.e. CIA, CISA, CPA, etc.) preferred.
Job Description
SUMMARY:
As a member of the audit team, the Audit Officer candidate will be responsible for planning and completing various risk-based internal audits, interacting with various levels of management, assisting with other audit and special projects, and providing leadership and supervision to staff members, all in accordance with the annual audit plan and professional practice standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Works under the supervision of the Audit Managers.
Provides leadership and limited supervision of staff auditors on audit engagements.
Performs assigned work within departmental procedures and professional standards (i.e. International Standards for the Professional Practice of Internal Auditing).
Conducts audit testing of assigned areas within established/modified timelines.
Establishes or assists in the completion of risk-based audit programs through audit planning processes.
Evaluates or assists in the evaluation of the adequacy and effectiveness of the company's internal control processes.
Completes assigned audit procedures that test the accuracy and effectiveness of policies, procedures, risk assessments and other documentation.
Prepares work papers that record and summarize assigned audit procedures.
Completes audit engagement administrative workpapers that finalize the audit for final review and report issuance.
Develops and assists to develop recommendation(s) for corrective action/improvement.
Drafts audit reports that summarizes the audit process, findings, and recommendations that can be issued to Senior Management.
Maintains and adheres to information security and confidentiality requirements.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
High level of analytical abilities and skills.
High level of written/verbal communication, interpersonal and relationship building skills.
Ability to adapt to corporate-wide systems routinely utilized by internal audit staff.
Ability to adapt to change timely, and to multi-task.
Possesses basic leadership and supervisory skills.
Display personal initiative to foster professional development through formal education and cross training of department functions.
Ability to complete multiple tasks while meeting assigned deadlines.
Ability to complete and comprehend audit processes such as system documentation walk-through, source documentation, internal control questionnaires, yield analysis, and lead schedules.
Ability to execute assigned audit areas including inquiry/observation, substantive procedures, analytical review procedures, attribute testing, and concluding on assigned test work.
Ability to utilize information systems hardware and information systems applications.
Proficient in Microsoft Office including Word, Excel and Outlook.
Full-Time/Part-Time Full-time Area of Interest Audit All Locations Wheeling, West Virginia, United StatesUniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesChattanooga, Tennessee, United StatesCincinnati, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesFranklin, Tennessee, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesYoungstown, Ohio, United StatesKnoxville, Tennessee, United States Show more
$64k-97k yearly est. 1d ago
Asset Recovery Officer I | Full-Time
Avadian Credit Union 3.6
Hoover, AL jobs
Asset Recovery Officer I
Primary Job Role: Responsible for the collection and maintenance of delinquent accounts.
Functions and Responsibilities:
Contact delinquent members by telephone and mail, determine the reason for delinquency, and take appropriate action to bring accounts current. Place appropriate codes, holds, and blocks on delinquent accounts and recommend action on those accounts that cannot be reached or make satisfactory arrangements.
Manage 5-59 days past due collection queue to ensure work gaps and proper collection efforts have been performed.
Maintain history files indicating all collection activity.
Research and resolve credit-reporting disputes.
Cross-sell Credit Union services when appropriate.
Perform other duties as assigned.
Requirements
Must have excellent written and verbal skills, positive attitude, pleasant demeanor, decisiveness, and professionalism.
Knowledge of the legal regulation (FDCPA) pertaining to collections and lending preferred.
Prompt and regular attendance required.
Experience: One to three years experience in a financial institution or other collections organization preferred.
Education: High school diploma or GED.
*This role may be performed remotely by candidates residing in the state of Alabama.
Please note - submitting a resume does not guarantee any future action by Avadian Credit Union.
Avadian Credit Union is an Equal Opportunity Employer.
Apply
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$33k-62k yearly est. 2d ago
Audit Officer - Audit - Bowie, MD
Wesbanco Bank Inc. 4.3
Bowie, MD jobs
Back Audit Officer - Audit #61-8497 Bowie, Maryland, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely).
Market Mid-Atlantic Work Hours per Week 40 Requirements
Bachelor's degree with a preference in Accounting, Finance, or Information Technology; or equivalent combination of an Associate's Degree and three years of Audit (External or Internal) and/or Risk Management work experience.
Minimum of 6 years financial experience through public accounting/auditing and/or financial industry experience preferred.
Information Technology audit or operational experience preferred.
Industry certification (i.e. CIA, CISA, CPA, etc.) preferred.
Job Description
SUMMARY:
As a member of the audit team, the Audit Officer candidate will be responsible for planning and completing various risk-based internal audits, interacting with various levels of management, assisting with other audit and special projects, and providing leadership and supervision to staff members, all in accordance with the annual audit plan and professional practice standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Works under the supervision of the Audit Managers.
Provides leadership and limited supervision of staff auditors on audit engagements.
Performs assigned work within departmental procedures and professional standards (i.e. International Standards for the Professional Practice of Internal Auditing).
Conducts audit testing of assigned areas within established/modified timelines.
Establishes or assists in the completion of risk-based audit programs through audit planning processes.
Evaluates or assists in the evaluation of the adequacy and effectiveness of the company's internal control processes.
Completes assigned audit procedures that test the accuracy and effectiveness of policies, procedures, risk assessments and other documentation.
Prepares work papers that record and summarize assigned audit procedures.
Completes audit engagement administrative workpapers that finalize the audit for final review and report issuance.
Develops and assists to develop recommendation(s) for corrective action/improvement.
Drafts audit reports that summarizes the audit process, findings, and recommendations that can be issued to Senior Management.
Maintains and adheres to information security and confidentiality requirements.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
High level of analytical abilities and skills.
High level of written/verbal communication, interpersonal and relationship building skills.
Ability to adapt to corporate-wide systems routinely utilized by internal audit staff.
Ability to adapt to change timely, and to multi-task.
Possesses basic leadership and supervisory skills.
Display personal initiative to foster professional development through formal education and cross training of department functions.
Ability to complete multiple tasks while meeting assigned deadlines.
Ability to complete and comprehend audit processes such as system documentation walk-through, source documentation, internal control questionnaires, yield analysis, and lead schedules.
Ability to execute assigned audit areas including inquiry/observation, substantive procedures, analytical review procedures, attribute testing, and concluding on assigned test work.
Ability to utilize information systems hardware and information systems applications.
Proficient in Microsoft Office including Word, Excel and Outlook.
Full-Time/Part-Time Full-time Area of Interest Audit All Locations Bowie, Maryland, United States
$89k-132k yearly est. 2d ago
Digital Assets Sanctions Associate - Risk & Compliance
Jpmorgan Chase & Co 4.8
Washington, DC jobs
A leading global financial institution in Washington is looking for a Compliance Line of Business Sanctions Digital Assets Officer Associate. The role involves providing guidance on compliance with U.S. sanctions regulations, supporting initiatives related to digital assets, and addressing sanctions compliance issues for various business lines. Ideal candidates should possess a strong background in compliance, risk management, and experience in the digital assets space. The position offers an opportunity to impact compliance culture across the organization.
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$112k-174k yearly est. 2d ago
Audit Officer - Audit - Wheeling, WV
Wesbanco Bank Inc. 4.3
Uniontown, OH jobs
Back Audit Officer - Audit #51-8496 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely).
Market Wheeling Work Hours per Week 37.5 Requirements
Bachelor's degree with a preference in Accounting, Finance, or Information Technology; or equivalent combination of an Associate's Degree and three years of Audit (External or Internal) and/or Risk Management work experience.
Minimum of 6 years financial experience through public accounting/auditing and/or financial industry experience preferred.
Information Technology audit or operational experience preferred.
Industry certification (i.e. CIA, CISA, CPA, etc.) preferred.
Job Description
SUMMARY:
As a member of the audit team, the Audit Officer candidate will be responsible for planning and completing various risk-based internal audits, interacting with various levels of management, assisting with other audit and special projects, and providing leadership and supervision to staff members, all in accordance with the annual audit plan and professional practice standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Works under the supervision of the Audit Managers.
Provides leadership and limited supervision of staff auditors on audit engagements.
Performs assigned work within departmental procedures and professional standards (i.e. International Standards for the Professional Practice of Internal Auditing).
Conducts audit testing of assigned areas within established/modified timelines.
Establishes or assists in the completion of risk-based audit programs through audit planning processes.
Evaluates or assists in the evaluation of the adequacy and effectiveness of the company's internal control processes.
Completes assigned audit procedures that test the accuracy and effectiveness of policies, procedures, risk assessments and other documentation.
Prepares work papers that record and summarize assigned audit procedures.
Completes audit engagement administrative workpapers that finalize the audit for final review and report issuance.
Develops and assists to develop recommendation(s) for corrective action/improvement.
Drafts audit reports that summarizes the audit process, findings, and recommendations that can be issued to Senior Management.
Maintains and adheres to information security and confidentiality requirements.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
High level of analytical abilities and skills.
High level of written/verbal communication, interpersonal and relationship building skills.
Ability to adapt to corporate-wide systems routinely utilized by internal audit staff.
Ability to adapt to change timely, and to multi-task.
Possesses basic leadership and supervisory skills.
Display personal initiative to foster professional development through formal education and cross training of department functions.
Ability to complete multiple tasks while meeting assigned deadlines.
Ability to complete and comprehend audit processes such as system documentation walk-through, source documentation, internal control questionnaires, yield analysis, and lead schedules.
Ability to execute assigned audit areas including inquiry/observation, substantive procedures, analytical review procedures, attribute testing, and concluding on assigned test work.
Ability to utilize information systems hardware and information systems applications.
Proficient in Microsoft Office including Word, Excel and Outlook.
Full-Time/Part-Time Full-time Area of Interest Audit All Locations Wheeling, West Virginia, United StatesUniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesChattanooga, Tennessee, United StatesCincinnati, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesFranklin, Tennessee, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesYoungstown, Ohio, United StatesKnoxville, Tennessee, United States Show more
$69k-103k yearly est. 1d ago
Documentation Officer
United Business Bank 4.2
Buena Park, CA jobs
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Documentation Officer (DO) is an onsite position and does not have remote opportunities.
The Documentation Officer (DO) is responsible for compliant, effective and accurate preparation of loan documentation for various new, renewed and modified loans of varying complexity. The Documentation Officer will coordinate efforts with account officers, title companies, and other departments to obtain all required supporting documentation in accordance with the banks loan file compliance functions. They will ensure that clients are served promptly, courteously, efficiently and professionally. The Documentation Officer will assist the Documentation Manager in reviewing documents for accuracy and compliance with applicable regulations and bank policy and is also responsible for assisting in training new loan personnel, monthly tracking and reporting functions. They will make process improvement recommendation to the Documentation Manager will perform all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also assist the Documentation Manager with projects and other duties as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: High school graduate or equivalent required. College Degree preferred.
Required Knowledge: Knowledge of Loan Documentation, and Note Department policies and procedures. Thorough understanding of banking regulations and standard banking practices. Thorough knowledge of LaserPro.
Experience Required: Previous documentation experience and a minimum of 3 years+ bank experience in a Loan Department.
Skills/Abilities:
Good communication skills.
Professional appearance, dress and attitude.
Good math skills.
Ability to use Microsoft Office software package.
Location: Onsite, no remote
We are 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 veteran status.
$47k-84k yearly est. 1d ago
Appraisal Officer
Renasant Bank 4.3
Birmingham, AL jobs
Job ID 2025-14456
The Appraisal Officer serves as a business partner and consultant to the areas assigned to support.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Manage an active pipeline of appraisals and evaluations
Analyze appraisals as to content, USPAP compliance, FIREEA compliance, and credibility of value indications
Perform written evaluations on real estate
Maintain and enhance the relationships with the bank's customers and referral sources
Participate in setting organizational and departmental goals and expectations where appropriate
Monitor new developments in appraisal policies and compliance with appropriate regulations and suggest changes in appraisal review policy
Provide guidance for lending personnel
Participate in community activities and events
Perform other related duties as assigned
Qualifications
High School diploma or equivalent
Minimum of 4 years of job related experience
Certified General Real Estate Appraisal License required
Completion of all necessary continuing education for a Certified General Appraisal license
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, lenders, customers and the general public
Ability to apply concepts such as discounted cash flow models, direct capitalization, sales comparison, cost approach and proportions to practical situations within the review and evaluation process
Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form
Ability to communicate orally and electronically with lenders and others as to the appraisal review and evaluation process
Knowledge of Federal and State laws and regulations involving real estate appraisals
Proficient in Microsoft Office suite of products including Outlook, Word and Excel
Physical Demands
The physical demands described 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 frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$38k-66k yearly est. 2d ago
Appraisal Officer
Renasant Bank 4.3
Ocala, FL jobs
Job ID 2025-14456
The Appraisal Officer serves as a business partner and consultant to the areas assigned to support.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Manage an active pipeline of appraisals and evaluations
Analyze appraisals as to content, USPAP compliance, FIREEA compliance, and credibility of value indications
Perform written evaluations on real estate
Maintain and enhance the relationships with the bank's customers and referral sources
Participate in setting organizational and departmental goals and expectations where appropriate
Monitor new developments in appraisal policies and compliance with appropriate regulations and suggest changes in appraisal review policy
Provide guidance for lending personnel
Participate in community activities and events
Perform other related duties as assigned
Qualifications
High School diploma or equivalent
Minimum of 4 years of job related experience
Certified General Real Estate Appraisal License required
Completion of all necessary continuing education for a Certified General Appraisal license
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, lenders, customers and the general public
Ability to apply concepts such as discounted cash flow models, direct capitalization, sales comparison, cost approach and proportions to practical situations within the review and evaluation process
Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form
Ability to communicate orally and electronically with lenders and others as to the appraisal review and evaluation process
Knowledge of Federal and State laws and regulations involving real estate appraisals
Proficient in Microsoft Office suite of products including Outlook, Word and Excel
Physical Demands
The physical demands described 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 frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$40k-71k yearly est. 2d ago
Documentation Officer
United Business Bank 4.2
Walnut Creek, CA jobs
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Documentation Officer (DO) is an onsite position and does not have remote opportunities.
The Documentation Officer (DO) is responsible for compliant, effective and accurate preparation of loan documentation for various new, renewed and modified loans of varying complexity. The Documentation Officer will coordinate efforts with account officers, title companies, and other departments to obtain all required supporting documentation in accordance with the banks loan file compliance functions. They will ensure that clients are served promptly, courteously, efficiently and professionally. The Documentation Officer will assist the Documentation Manager in reviewing documents for accuracy and compliance with applicable regulations and bank policy and is also responsible for assisting in training new loan personnel, monthly tracking and reporting functions. They will make process improvement recommendation to the Documentation Manager will perform all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also assist the Documentation Manager with projects and other duties as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: High school graduate or equivalent required. College Degree preferred.
Required Knowledge: Knowledge of Loan Documentation, and Note Department policies and procedures. Thorough understanding of banking regulations and standard banking practices. Thorough knowledge of LaserPro.
Experience Required: Previous documentation experience and a minimum of 3 years+ bank experience in a Loan Department.
Skills/Abilities:
Good communication skills.
Professional appearance, dress and attitude.
Good math skills.
Ability to use Microsoft Office software package.
Location: Onsite, no remote
We are 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 veteran status.
$37k-60k yearly est. 1d ago
Data Governance Officer
Cathay Bank-Headquarters 4.4
El Monte, CA jobs
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
The Data Governance Officer is responsible for providing data governance/data management support to the data domains and business units. Under minimal supervision, the Officer will create data governance training materials, document procedures, process flows, as well as Enterprise-standard templates to be used in the execution of data governance requirements by the data domains.
ESSENTIAL FUNCTIONS
Other responsibilities of the Data Governance Officer include:
Produce data governance dashboards on a recurring basis.
Manage documentation as well as remediation of key data issues.
Execute a reliable Second Line of Defense (2LOD) review and challenge process via documented processes, controls, templates, and rigors.
Contribute to the creation and maintenance of data governance documentation including (but not limited to) enterprise governance standards, related training materials, and compliance reporting.
Document various governance roles and responsibilities then educate data stewards, data owners and data custodians.
Assist in the rollout of the Enterprise Data Governance Program
Assist data domains in measuring their compliance to Enterprise Data Policy and its standards via annual compliance assessments.
Assist in the rollout of the data risk assessment for applicable domains and/or divisions.
QUALIFICATIONS
Education:
Bachelor's degree or equivalent work experience
Data Governance certification (CDMP, CIMP, DGSP, etc.) a plus
Experience:
Minimum 2 - 3 years of work experience.
Process documentation experience or equivalent.
Experience creating training materials / modules a plus.
Skills/Ability:
Excellent written and verbal communication.
Strong interpersonal skills.
Proficient in MS Office applications: MS Visio, MS PowerPoint, MS Excel, and MS Word.
Ability to work independently with light to moderate supervision in various areas of responsibility.
OTHER DETAILS
$100K - $107K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$100k-107k yearly 2d ago
SBA Closing Officer
Cathay Bank-Headquarters 4.4
El Monte, CA jobs
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Under the supervision of the SBA Closing Manager, the SBA Closing Officer supports various functions of SBA lending, including loan packaging, and primarily the closing and post-closing process, as well as ensuring compliance with SBA rules and regulations. Under minimal supervision and following established department policies and procedures, prepares and analyzes loan closing, servicing, liquidation; and participates in problem resolution.
ESSENTIAL FUNCTIONS
Prepare and review the SBA, GP, CLP, and PLP loan submission packages.
Ensure SBA Terms and Conditions are consistent with approved credit memo.
Prepare and review Closing Checklist and SBA closing documents.
Prepare and review Lender's Escrow Instructions.
Review Prelim Title Report, Purchase Agreement and Escrow Instructions.
Review loan file for any missing items and follow up with loan officer/borrower.
Coordinate with borrower, broker, title, escrow, CDC and outside counsel for loan closing.
Review entity formation documents and submit the loan doc request to DCF via nCino.
Collect all pending items, including insurance, upload all executed loan documents to nCino, and coordinate funding with DCF.
Fund and service in compliance with SBA, SOP, and Bank approval conditions in a timely and accurate manner.
Issue cashiers check to pay all necessary loan related fees and costs.
Generate monthly production reports and prepare the G/L Account & SBA Bank Control Account Certifications.
Track loan referrals within the Bank and prepare loan broker referral fee after loan closing.
Assists in operational duties of the division, including supporting the required paperwork for secondary market sales.
May provide training and coaching to less experienced team members in the department.
QUALIFICATIONS
Education: College degree in accounting, finance, or business preferred but not mandatory.
Experience: Minimum 2 years independently closing and packaging SBA 7(a) and 504 loans.
Skills/Ability: PC proficient and detail oriented. Strong verbal and written communication skills. Bilingual (English/ Mandarin or Cantonese) is a plus.
OTHER DETAILS
$28.85 - $34.75 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$28.9-34.8 hourly 2d ago
Executive Protection Manager & Security Advisor
Navy Federal Credit Union 4.7
Vienna, VA jobs
Responsible for leading and managing all aspects of executive protection operations for the organization. This role ensures the safety and security of senior executives and high-profile personnel. The Manager will develop, implement, and oversee security strategies, risk assessments, and operational protocols to mitigate threats and maintain a secure environment for those under protection. This role combines strategic leadership with hands-on protective operations, requiring a unique blend of tactical expertise, discretion, and executive presence.
Responsibilities
Conduct advanced work, site surveys, route planning, and threat mitigation
Coordinate with local law enforcement, venue security, and international agencies
Maintain readiness and discretion 24/7 in all operational environments
Design and implement a scalable Executive Protection strategy aligned with corporate risk posture
Serve as a trusted advisor to C-suite executives on physical security, travel safety, and threat intelligence
Monitor global events, social media, and open-source intelligence (OSINT) for emerging risks
Conduct threat assessments and develop mitigation strategies for executives and key personnel
Collaborate with Legal, HR, IT Security, and Facilities to ensure holistic protection
Develop and enforce SOPs, emergency response protocols, and travel security standards
Manage EP budget, vendor relationships, and security technology procurement
Maintain detailed incident reports, travel logs, and performance metrics
Ensure compliance with all federal, state, and local laws, as well as internal policies
Uphold the highest standards of confidentiality, ethics, and professionalism
Office-based with frequent travel, including evenings, weekends, and holidays as required.
Exposure to sensitive and potentially high-risk situations.
Must be able to respond quickly and effectively in emergencies.
Perform other duties as assigned
Qualifications
Prior service in the U.S. Secret Service, NCIS, DSS, FBI, or equivalent federal protective agency
Active or recent Law Enforcement Firearms Certification (LEOSA HR-218 preferred)
State-specific Personal Protection Specialist (PPS) license (e.g., Virginia DCJS)
FEMA ICS 100/200/700/800 or equivalent emergency management training
Defensive Tactics and Close Quarters Combat (CQC) certification
Non-lethal force training (e.g., OC spray, baton)
Tactical Emergency Casualty Care (TECC) or Tactical Combat Casualty Care (TCCC)
CPR/AED and First Aid Certification (American Red Cross or AHA)
Advanced Defensive/Evasive Driving Certification (e.g., Tony Scotti's VDI, ESI, or EPI)
Vehicle dynamics and motorcade operations training
Behavioral Threat Assessment Certification (e.g., ATAP)
OSINT (Open-Source Intelligence) training and digital risk monitoring
Workplace Violence Prevention Certification
HIPAA and privacy compliance training
Proven ability to operate independently and manage complex protection logistics
Exceptional judgment, discretion, and interpersonal skills
Desired Qualifications
Experience operating in international environments and coordinating with foreign security services
Executive Protection Certification from a recognized institution (e.g., EPI, ISA, GDBA Academy)
Active security clearance
Strong analytical skills and ability to synthesize intelligence into actionable plans
Familiarity with security technologies (e.g., GPS tracking, surveillance systems, encrypted comms)
Bachelor's degree in Security Management, Strategic Security and Protection Management, and Global Security & Intelligence Studies
Hours: Office-based with frequent travel, including evenings, weekends, and holidays as required (On-site, not hybrid role)
Location: 820 Follin Lane, Vienna, VA 22180
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
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and
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Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$80k-123k yearly est. 1d ago
Associate Security Specialist
Arc Group 4.3
Jacksonville, FL jobs
ASSOCIATE SECURITYSPECIALIST - REMOTE ARC Group has an immediate opportunity for an Associate SecuritySpecialist! This position is 100% remote working eastern time zone business hours. This is starting out as a contract position running through February 2025 with strong potential to extend longer or convert to FTE. This is a fantastic opportunity to join a well-respected organization offering tremendous career growth potential.
At ARC Group, we are committed to fostering a diverse and inclusive workplace where everyone feels valued and respected. We believe that diverse perspectives lead to better innovation and problem-solving. As an organization, we embrace diversity in all its forms and encourage individuals from underrepresented groups to apply.
100% REMOTE!
Candidates must currently have PERMANENT US work authorization. Sorry, but we are not considering any candidates from outside companies for this position (no C2C, 3rd party / brokering).
Job Description:
Accountable for activities that ensure all users in the organization have the appropriate levels of access to applications, systems and data resources. Evaluates and maintains procedures to safeguard information systems assets from intentional or inadvertent access or destruction. Ensures compliance with Security regulations and laws. Recommends and implements changes to enhance security controls and prevent unauthorized access.
Essential functions:
Performs a lead role in promotion of security awareness programs, assessing gaps and implementing solutions.
Responsible for the end-to-end completion of security requests.
Provisions user security roles and manages security groups across systems, platforms, databases, applications, servers, directors and folders.
Analyzes existing role structures to improve and streamline structures, security administration and improve end-user experience.
Responsible for highly sensitive security access for outsourced vendors and ensuring compliance with policy, regulations and contractual requirements.
Accountable for highly sensitive emergency processes.
Creates or maintains application scripts and uses application specific tools to create or manage application security.
Tracks and documents security issues and requests, actively monitors work queue.
Plans, coordinates, communicates, tests and implements audits ensuring that access entitlements are appropriate for job requirements.
Creates and coordinates completion of detailed security reports to fulfill audit, management or business owner requirements.
Accountable for follow-up of all security work requests including collaborating with other IT areas to ensure timely completion/resolution and obtainment of appropriate approval levels.
Interfaces with users to understand new capabilities, implement procedures, ensure security procedures have been communicated properly and are being adhered to.
Provides input to drive process improvements.
Works closely with business areas and IT partners on troubleshooting, pre-implementation activities and to assess application security.
Maintains and creates operational procedures and maintains Security Knowledge Base.
Performs system monitoring activities, identification and evaluation of security threats, breaches and vulnerabilities.
Responds to security alerts.
Responsible for on-call release support.
Acts as lead liaison for internal and external audit requests and activities. Leads remedial activities as the result of audit findings.
Defines scope of operational initiatives and adjusts priorities to support workload.
Provides subject matter expertise, leadership and guidance to work teams and end users on security policies, standards and procedures and processes.
Investigates business processes to understand and implement security requirements weighing business needs and security risks and resolving issues.
Researches solutions works with vendors to enhance Security Monitoring Program.
Coordinates and documents exceptions to security policy as directed by the Exception Governance Team.
Develops training content as needed.
Job Duties:
In-depth knowledge of Information Technology field and computer systems
Must have advanced security knowledge of the organization's existing platforms, systems, databases, and application security and are able to handle most regular issues independently.
Advanced analytical thinking, problem solving, quantitative analysis ability.
Must have an advanced understanding of Information Security concepts, protocols, industry best practices, and regulatory requirements.
Must have advanced proficiency with RACF, TSO and tools used to administer security on the mainframe
Must have advanced proficiency with Active Directory groups and user accounts, Windows folder structures and folder security.
Proficiency with Windows skills are required, e.g., Windows Explorer, Word, Excel, PowerPoint, Outlook, etc.
Must have advanced proficiency of UNIX/Linux security and tools used to administer security in these environments
Must have advanced proficiency of LDAP groups and user accounts and tools used to administer security in this environment
Must have advanced proficiency with database security and tools used to administer security within the various databases, e.g., UDB, DB2, SQL and Oracle
Must demonstrate expertise with security management tools
Works without daily supervision to meet customer expectations
High critical thinking skills to evaluate alternatives and present solutions that are consistent with business objectives and strategy
Experience using Agile methodology specific tools, languages and specialty skills may vary
Our ideal candidate would be someone with experience provisioning access using Microsoft Active Directory, IBM Mainframe TSO, Unix / RIG, Oracle, SQL, PowerShell, and experience with Cloud IAM Security such as Azure IAM, Azure Active Directory environment, and Microsoft Azure Access Controls, basic understanding of Microsoft Security Services (e.g., Microsoft Defender for Identity, Azure Information Protection, Microsoft Cloud App Security), and understanding of Oracle Identity Cloud offering
Required Experience:
2+ years of relevant work experience
Preferred Education:
Bachelor's degree in a related field
Required Education:
HS diploma or GED
Would you like to know more about our new opportunity? For immediate consideration, please apply online and view all our open positions at *******************
ARC Group is a Forbes-ranked a top 20 recruiting and executive search firm working with clients nationwide to recruit the highest quality technical resources. We have achieved this by understanding both our candidate's and client's needs and goals and serving both with integrity and a shared desire to succeed.
At ARC Group, we are committed to providing equal employment opportunities and fostering an inclusive work environment. We encourage applications from all qualified individuals regardless of race, ethnicity, religion, gender identity, sexual orientation, age, disability, or any other protected status. If you require accommodations during the recruitment process, please let us know.
Position is offered with no fee to candidate.
$32k-60k yearly est. 3d ago
Specialist, Security Communication
Simon Property Group 4.8
Indianapolis, IN jobs
Primary Purpose
The Operational Intelligence Center (OIC) is a sophisticated command center dedicated to providing exceptional customer service to retail centers across North America. As an OIC Communications Specialist, you will be responsible for delivering top-notch customer service through telephone interactions with customers and tenants, supporting security operations via radio communications, and monitoring video surveillance systems. This role requires outstanding computer skills, the ability to master multiple applications, and a commitment to delivering excellent customer service in every interaction.
PRIMARY RESPONSIBILITIES
Answer, evaluate, and prioritize incoming telephone and radio calls.
Communicate effectively with callers to gather complete information and determine the appropriate level of service, including dispatching police, fire, medical, security, or property management.
Collaborate with on-site security personnel to resolve incidents.
Provide pre-arrival emergency or medical instructions to law enforcement or fire personnel.
Escalate and coordinate incidents with the OIC Supervisor.
Interpret site maps, and computer-aided design maps.
Familiarize yourself with the layout and current threats and challenges of multiple retail centers.
Maintain confidentiality of policies, procedures, emergency response information, and administrative materials.
Master several computer applications for data logging, information navigation, and customer support.
Understand and follow emergency and evacuation procedures for assigned retail centers.
Identify and respond effectively to suspicious criminal activity.
Operate and monitor surveillance cameras and programs, ensuring all equipment functions properly.
Support record management and data collection efforts, including video documentation and investigation assistance.
Maintain an effective video management system and maneuver cameras to document events and assist investigations.
Basic Qualifications:
High school diploma or equivalent.
Minimum of two (2) years of experience in a public or private safety organization or dispatching and or call center/customer service experience.
At least two (2) years of experience in a video surveillance environment or equivalent training/experience.
Preferred Qualifications:
College degree in Criminal Justice.
Emergency telecommunicator certificate- if you do not have your ETC, we provide the opportunity to earn your certificate.
Knowledge and Skills Required:
Demonstrated initiative and ability to handle multiple assignments and meet deadlines.
Highly organized and self-motivated to work independently and as part of a team.
Proficient in Microsoft Office Word and Excel.
Capable of performing regular equipment checks and reporting failures.
Ability to operate technical monitoring equipment and manage information security programs.
Professional demeanor, good judgment, and discretion.
Ability to work overtime and specified shifts in a command center environment.
Excellent verbal and written communication skills.
Typing proficiency of at least 40 words per minute.
Must be able to multitask in between multiple software programs.
Ability to complete pre-employment assessments, pass the Emergency Telecommunication Course, background check, drug and alcohol screening, and new hire training program.
Physical Requirements and Environment:
Office environment with limited physical effort, including some standing, bending, light lifting, and stretching.
Must submit to drug screening as permissible by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
$98k-121k yearly est. Auto-Apply 38d ago
Security Specialist
Quicken Loans 4.1
Phoenix, AZ jobs
As a SecuritySpecialist, you will provide support to all areas within the Security Operations Team including phone and email support, access control programming, IT support of security products and software, hardware troubleshooting and repair, and innovate and execute on high level process improvements and special projects.
About the role
Work with a project manager to formulate and define project scope and objectives
Effectively apply our project standards as well as help develop best practices, tools, and schedules for project execution
Create and maintain relationships with security integrators and business partners
Manage basic project phases and documentation, coordinate and drive communication, facilitate meetings and decisions and follow through on action items to execute projects
Maintain a solid understanding of the security and technology industry
Analyze business and user needs then document requirements for project implementation
Advocate for time capture and the use of project/portfolio management tools
Identify resources needed and work with technology leaders to allocate and prioritize work for multiple projects
Set and manage client expectations by communicating progress and changes to business units and stakeholders and minimize risk on projects
Support and maintain security equipment, programs, processes, and technology
Maintain 24/7 support to the business as needed
Analyze data to provide informed and innovative solutions
Mentor other team members
About you
Minimum Qualifications
3 years of experience in security or related industry
Extensive knowledge of best practices in the physical security industry
Proficiency in the Microsoft Office suite
Availability and flexibility to be on call and work 24/7
Preferred Qualifications
5 years of experience in security or related industry
Experience in managing or developing internal security training programs
Certifications in physical security technology, access control and video surveillance
Basic understanding of network computing components and data collections devices
Experience in technical problem identification and resolution, including data analysis
Bachelor's degree in criminal justice or a related field
Experience providing informal or formal mentorship
What you'll get
Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks.
About us
Rock Security offers 24/7 safety and security services and training to Rock Family of Companies team members, tenants and visitors. We're proud to be part of collaborative public-private partnerships working toward the common goals of enhancing the safety of everyone who lives, works and visits Detroit, Cleveland and our other home cities.
This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at
**************************
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$57k-92k yearly est. Auto-Apply 48d ago
Wealth Security Specialist
The Strickland Group 3.7
Mesa, AZ jobs
Now Hiring: Wealth SecuritySpecialist - Build, Lead, and Innovate!
Are you a strategic thinker with a passion for solving problems, optimizing systems, and driving business growth? We are looking for ambitious individuals to join our team as Wealth SecuritySpecialist, where you'll leverage cutting-edge strategies, mentorship, and innovation to create impactful solutions for clients and business partners.
Who We're Looking For:
✅ Forward-thinking entrepreneurs & business professionals
✅ Leaders ready to scale their impact & income
✅ Licensed & aspiring Life & Health Insurance Agents (We'll guide you through licensing!)
✅ Problem-solvers who thrive on creating efficient, scalable solutions
As a Wealth SecuritySpecialist, you'll help streamline business processes, identify opportunities for growth, and implement high-level strategies that drive success for individuals and teams.
Is This You?
✔ Analytical and solution-oriented with a passion for problem-solving?
✔ Entrepreneurial-minded and looking for a high-impact career path?
✔ Self-motivated, disciplined, and able to execute plans effectively?
✔ Open to coaching, mentorship, and continuous learning?
✔ Seeking a recession- and pandemic-proof business model?
If you answered YES, keep reading!
Why Join Us as a Wealth SecuritySpecialist?
🚀 Work from anywhere - Set your own schedule and build a future on your terms.
💰 Uncapped earning potential - Part-time: $40,000-$60,000+/year | Full-time: $70,000-$150,000+++/year.
📈 No cold calling - Work with individuals who have already requested help.
❌ No sales quotas, no pressure, no pushy tactics.
🏆 Leadership & Ownership Opportunities - Build and scale your own team.
🎯 Daily pay & performance-based bonuses - Direct commissions from top carriers.
🎁 Incentives & rewards - Earn commissions starting at 80% (most carriers) + salary.
🏥 Health benefits available for qualified participants.
This isn't just another job-it's an opportunity to architect your success, create financial freedom, and design innovative solutions that make an impact.
👉 Apply today and take the first step toward a rewarding career as a Wealth SecuritySpecialist!
(Results may vary. Your success depends on effort, skill, and commitment to learning and execution.)
$34k-59k yearly est. Auto-Apply 60d+ ago
Private Wealth Client Officer
Adviser Investments, LLC 4.4
Newton, MA jobs
Organization
RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations.
Our team of professionals operates from six offices across the nation, serving over 6,000 clients and managing over $19 billion in assets.
We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners.
Role Overview
The Client Officer is a key point of contact for a client relationship and is responsible for enhancing the overall relationship through excellence in client service. Professionalism, client focus, and an understanding of the fundamentals of the investment advisory business, wealth management concepts, and financial systems are critical. This position will oversee client accounts and develop long-term relationships by participating in client meetings, acting as the client liaison, communicating with the client regularly, and processing requests.
Responsibilities
Support the Wealth Advisor with their client growth and retention goals, which are firm-wide goals.
Build strong relationships with clients and become a point of contact for their client service needs.
Obtain deep understanding of all business processes and policies to serve as the subject matter expert for your team.
Coordinate with other team members such as the Client Officer and Admin Team on all client deliverables such as account opening and account maintenance.
Meet with the Wealth Advisor and Client Officer team regularly to provide status updates on client requests, Client Officers are responsible for keeping the team organized and informed.
Oversee all processing life cycles for account opening, account maintenance, and money movement to ensure timely and accurate execution.
Participate in financial planning related activities which includes data entry in eMoney, attend or schedule planning meetings, and prepare meeting materials.
Enhance the client relationship by proactively engaging the client and following up on in progress items such as paperwork, ad hoc requests, and planning related items.
Execute and verbally confirm money movement requests for clients including but not limited to wires, journals, EFTs, checks; and work closely with the Wealth Advisor to ensure all client's Required Minimum Distributions are met.
Maintain client data in Salesforce for workflow processes such as account opening and onboarding, money movement, or offboarding; ensure all required information is provided by the client for quality control.
Work directly with clients on high level and complex requests such as estate re-registrations.
Follow internal compliance guidelines for industry SEC requirements of new and existing client accounts.
Education, Experience and Qualifications
5+ years' experience in a wealth management role
Actively pursuing or aspiring to get CFP designation a plus
Series 65 or similar financial industry exams
A Bachelors' Degree in a business-related discipline
Excellent verbal and written communication and presentation skills
Excellent attention to detail, organizational skills, and ability to multi-task
Excellent analytical, technical and problem-solving skills
Proficient at Salesforce, DocuSign, eMoney, Orion, Excel, PowerPoint, and Word
Knowledge of Fidelity and Schwab platforms a plus
Proven track record of working with a high performing team
Ability to work in a fast paced and growing environment
Compensation
The anticipated base salary range for this position is $80,000 - $120,000. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.
$36k-46k yearly est. Auto-Apply 7d ago
Private Wealth Client Officer
Adviser Investments, LLC 4.4
Newton, MA jobs
Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations.
Our team of professionals operates from six offices across the nation, serving over 6,000 clients and managing over $19 billion in assets.
We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners.
Role Overview
The Client Officer is a key point of contact for a client relationship and is responsible for enhancing the overall relationship through excellence in client service. Professionalism, client focus, and an understanding of the fundamentals of the investment advisory business, wealth management concepts, and financial systems are critical. This position will oversee client accounts and develop long-term relationships by participating in client meetings, acting as the client liaison, communicating with the client regularly, and processing requests.
Responsibilities
* Support the Wealth Advisor with their client growth and retention goals, which are firm-wide goals.
* Build strong relationships with clients and become a point of contact for their client service needs.
* Obtain deep understanding of all business processes and policies to serve as the subject matter expert for your team.
* Coordinate with other team members such as the Client Officer and Admin Team on all client deliverables such as account opening and account maintenance.
* Meet with the Wealth Advisor and Client Officer team regularly to provide status updates on client requests, Client Officers are responsible for keeping the team organized and informed.
* Oversee all processing life cycles for account opening, account maintenance, and money movement to ensure timely and accurate execution.
* Participate in financial planning related activities which includes data entry in eMoney, attend or schedule planning meetings, and prepare meeting materials.
* Enhance the client relationship by proactively engaging the client and following up on in progress items such as paperwork, ad hoc requests, and planning related items.
* Execute and verbally confirm money movement requests for clients including but not limited to wires, journals, EFTs, checks; and work closely with the Wealth Advisor to ensure all client's Required Minimum Distributions are met.
* Maintain client data in Salesforce for workflow processes such as account opening and onboarding, money movement, or offboarding; ensure all required information is provided by the client for quality control.
* Work directly with clients on high level and complex requests such as estate re-registrations.
* Follow internal compliance guidelines for industry SEC requirements of new and existing client accounts.
Education, Experience and Qualifications
* 5+ years' experience in a wealth management role
* Actively pursuing or aspiring to get CFP designation a plus
* Series 65 or similar financial industry exams
* A Bachelors' Degree in a business-related discipline
* Excellent verbal and written communication and presentation skills
* Excellent attention to detail, organizational skills, and ability to multi-task
* Excellent analytical, technical and problem-solving skills
* Proficient at Salesforce, DocuSign, eMoney, Orion, Excel, PowerPoint, and Word
* Knowledge of Fidelity and Schwab platforms a plus
* Proven track record of working with a high performing team
* Ability to work in a fast paced and growing environment
Compensation
The anticipated base salary range for this position is $80,000 - $120,000. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
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$36k-46k yearly est. 30d ago
Industrial Security Specialist
Graham Corporation 4.6
Batavia, NY jobs
Job Title: Industrial SecuritySpecialist Reports To: Sr. IT Manager/FSO, Marine Products Director, or Export & Defense Compliance Manager FLSA Status & EEO Code: Exempt & Professional Division/Department: IT Department Level of Work: II
We are seeking a highly motivated and experienced individual to oversee and manage all aspects of our industrial security program in compliance with the National Industrial Security Program Operating Manual (NISPOM) and other applicable government regulations. This role will serve as the primary liaison between our company and government security agencies, ensuring the protection of classified and controlled unclassified information and the integrity of our secure facilities.
The Industrial SecuritySpecialist will serve as the primary company point of contact for all industrial security concerns and will provide security expertise, guidance, and advice to management and staff within the company. The candidate will be required to conduct security self-inspections, apply risk mitigation methodologies, support customer assessments, implement administrative programs, and implement security measures and programs to meet all requirements. This position will serve as the Facility Security Officer(FSO).
Key Results Areas:
Level II: Service - Coordinating "production" with problem solving and prevention
Resource management (material and people)
* Conduct security briefings, debriefings, and annual refresher training for cleared employees.
* Oversee physical security measures including access control systems, alarm systems, and visitor management.
* Prepare for and support government security inspections and audits (e.g., DSS, DCSA, BPMI, or other Government agencies).
* Investigate and report security violations, incidents, and suspicious activities.
* Maintain accurate records of classified material, secure containers, and security equipment.
* Collaborate with program managers, HR, IT, the Export & Defense Compliance Manager, and legal teams to ensure compliance across departments.
* Serve as the Insider Threat Program Senior Official (ITPSO), managing insider threat awareness and reporting.
* Government compliance with mandates, including but not limited to, CMMC, ITARCISA, FISMA NISPOM, ICDs, OPNAVINST 9210.3, NNPI, CUI, NIST SP 800-171, and NIST SP 800-53
* Coordinate with and support the Export & Defense Compliance Manager to ensure IT Enterprise Infrastructure complies with applicable U.S. export laws and regulations.
* Coordinates with the Marine products leads and managers on information security matters
* Trains junior security staff
Resource scheduling, output management and reporting
* Develop, implement, and maintain security policies and procedures in accordance with NISPOM, DoD directives, and company standards
* Manage personnel security clearances, including initiation, reinvestigation, and continuous evaluation through DISS and NISS
* Manage reporting and reporting of employee foreign travel
* Able to administer day-to-day security programs: personnel processing, program reviews, incident reports, visit requests, DD254 forms, and related.
* FOCI Reporting in NISS and any other FOCI related documentation including the SF328
* DD2345 edits and renewals
* Performs and documents self-inspections
* This role ensures that proper Industrial Security procedures are followed in accordance with 32 CFR Part 117, Department of Defense (DoD) 5205.074 V1-4, DoD 5105.21 V1-3, ICDs 704 & 705 and other customer specific security requirements
Continuous Improvement
* Obtains and maintains certifications and/or security clearance
* Attend local and national security conferences
Professional Development (self and reports)
* Ability to communicate -oral or written - technical information to all levels of end-users
* Maintains various small projects
* Performs other related duties as required and assigned
Qualifications:
To qualify for this position, an individual must possess the knowledge, training, experience and abilities required.
Education and Training:
* U.S. citizenship and current Secret or higher DoD security clearance
* Minimum 3-5 years of experience as an FSO or in a similar security role within the defense industry.
* Thorough knowledge of NISPOM, DISS, NISS, NBIS, and other security platforms.
* Completion of FSO certification training through CDSE or equivalent.
* DoD FOCI-related security experience
* Strong organizational, communication, and problem-solving skills.
* Ability to work independently and handle sensitive information with discretion.
* Familiarity with COMSEC, OPSEC, and classified contract requirements is a plus.
Desired Job Qualifications:
* Experience with SAP or SCI programs.
* Knowledge of security requirements (ITAR, EAR, CMMC, U-NNPI, NN801,OPNAVINST-9210).
* Ability to take over NNPICO role for NNPI
* Experience with closed room construction
Skills:
* Ability to work efficiently with many different types of people, skill levels, and personalities
* High attention to detail
* Demonstrate behavior consistent with company values.
* Maintain strict confidentiality regarding company matters.
* Ability to work independently, with minimal direction as a highly motivated self-starter and within a team-oriented culture
* Communication: Strong written and verbal communication skills to effectively interact with users, stakeholders, and other IT teams. The ability to explain technical concepts to non-technical users clearly.
Physical and Mental Demands
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Physical Demands: May be required to move items up to 60 pounds for distances of up to 10 feet. May be required to stand, stoop, bend, kneel and squat for extended periods. May be exposed to fumes or dust, toxic or caustic chemicals, outdoor weather, moving mechanical parts and moderate to loud noise levels. Must wear appropriate protective gear and clothing as necessary. Traveling between buildings will be required
* Mental demands: While performing the duties of this position, the incumbent is required to read, write, analyze data and reports, exercise judgment, develop plans, procedures and goals, present information to others and work under pressure. Work may require evening and weekend work.
* Work Environment: This job primarily operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers. While performing the duties of this position, the incumbent is also exposed to high level of manufacturing and equipment noise. Some duties are performed indoors in a manufacturing environment with temperature changes. Exposure to hazardous materials, fumes or airborne particles and moving mechanical parts with vibration.
Work Authorization/Security Clearance
* Must be a U.S citizen. Must have active Secret or higher security clearance.
This job description is not all-inclusive but rather serves as a general guideline of the current needs of the position and can be modified at the discretion of management to meet current business needs. Experience and education requirements are the primary basis for awarding this position, however substitutions that are essentially equivalent may be made as they relate to the essential functions, duties, and responsibilities of this position
Salary Description
$60,000 - $80,000