Senior Officer jobs at Inter-American Development Bank - 238 jobs

The Senior Agency Closing Officer will have a keen understanding of Agency requirements as it relates to closing loans, and a good understanding of crossover relationships between Originations, Underwriting, Closing, Servicing and Asset Management. Responsible to operate with autonomy and limited supervision in performing activities related to overseeing and managing the operational aspects of Fannie Mae and Freddie Mac multifamily mortgage loan closings. Able to analyze issues and process information for sound decision making. Must be able to handle the pressure of a busy mortgage finance company and independently meet strict corporate and GSE regulatory deadlines while maintaining a high quality of service. Must have superior customer service skills, be detail oriented and self‐motivated. **Responsibilities:** + Maintain close communication with customers, originators, third party vendors and underwriters to ensure proper and timely settlement. + Guide deal team (Analyst and Coordinator) through transaction specific matters for timely and accurate completion. + Advanced communication skills to express thoughts on complex matters to ensure an accurate understanding is received resulting in positive collaboration. + Send clearly stated written requests or clear and concise verbal communications with customers, attorneys and other third parties to obtain additional information as needed. + Independently comprehend and assess new information received regarding investor and underwriting guidelines, and able to offer input as to handling of such information company policies, processing procedures, etc. + Independently troubleshoot inconsistent information to ensure accurate information is utilized. + Ability to independently analyze complex information in order to perform real estate tax and insurance escrow analysis for closing. + Review title requirements for state specific mortgage attachments and /or state mortgage tax requirements. + Collaborate closely with Underwriting and Legal to work through transaction specific issues and be able to independently think through and offer solutions when problems arise. + Work with insurance analyst to ensure borrower obtains required insurance coverage (casualty, liability, flood, wind, etc.) + Meticulous with work product review to spot incorrect information in work product. + Gather and prepare information for completion of closing documents including 3rd party fees, payoffs and subordinations + Verify underwriting and funding conditions are signed off prior to settlement. + Confirm loan information in all bank and GSE delivery systems/portals are accurate. + Review and work with closing counsel in the preparation and delivery of closing documents. + Review final settlement statement and Disbursement Ledger for accuracy and compliance, including the verification of seller and lender credits, funds on deposit, and payoff of debt (if applicable). + Follow up with closing/escrow agent to verify settlement of loan, disbursement of funds and advise of any problems or concerns. + Meet established productivity levels and turnaround times as set by Manager and be able to effectively communicate reasoning when expectations need to be revised. + Sharp understanding of Agency requirements and Closing process to ensure a high level of Quality Control. **Basic Qualifications:** + Bachelor's degree or Military experience + At least 4 years of Agency Commercial Mortgage Loan Closing experience **Preferred Qualifications:** + 5+ years of Agency Commercial Mortgage Loan Closing experience + 5+ years of Salesforce experience **_At this time, Capital One will not sponsor a new applicant for employment authorization for this position._** **\#CommOps** **_Capital One is open to hiring a Remote Employee for this opportunity._** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $149,000 - $170,000 for Agency Loan Admin Supervisor II McLean, VA: $163,900 - $187,100 for Agency Loan Admin Supervisor II New York, NY: $178,800 - $204,100 for Agency Loan Admin Supervisor II Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

The Senior Agency Closing Officer will have a keen understanding of Agency requirements as it relates to closing loans, and a good understanding of crossover relationships between Originations, Underwriting, Closing, Servicing and Asset Management. Responsible to operate with autonomy and limited supervision in performing activities related to overseeing and managing the operational aspects of Fannie Mae and Freddie Mac multifamily mortgage loan closings. Able to analyze issues and process information for sound decision making. Must be able to handle the pressure of a busy mortgage finance company and independently meet strict corporate and GSE regulatory deadlines while maintaining a high quality of service. Must have superior customer service skills, be detail oriented and self‐motivated. **Responsibilities:** + Maintain close communication with customers, originators, third party vendors and underwriters to ensure proper and timely settlement. + Guide deal team (Analyst and Coordinator) through transaction specific matters for timely and accurate completion. + Advanced communication skills to express thoughts on complex matters to ensure an accurate understanding is received resulting in positive collaboration. + Send clearly stated written requests or clear and concise verbal communications with customers, attorneys and other third parties to obtain additional information as needed. + Independently comprehend and assess new information received regarding investor and underwriting guidelines, and able to offer input as to handling of such information company policies, processing procedures, etc. + Independently troubleshoot inconsistent information to ensure accurate information is utilized. + Ability to independently analyze complex information in order to perform real estate tax and insurance escrow analysis for closing. + Review title requirements for state specific mortgage attachments and /or state mortgage tax requirements. + Collaborate closely with Underwriting and Legal to work through transaction specific issues and be able to independently think through and offer solutions when problems arise. + Work with insurance analyst to ensure borrower obtains required insurance coverage (casualty, liability, flood, wind, etc.) + Meticulous with work product review to spot incorrect information in work product. + Gather and prepare information for completion of closing documents including 3rd party fees, payoffs and subordinations + Verify underwriting and funding conditions are signed off prior to settlement. + Confirm loan information in all bank and GSE delivery systems/portals are accurate. + Review and work with closing counsel in the preparation and delivery of closing documents. + Review final settlement statement and Disbursement Ledger for accuracy and compliance, including the verification of seller and lender credits, funds on deposit, and payoff of debt (if applicable). + Follow up with closing/escrow agent to verify settlement of loan, disbursement of funds and advise of any problems or concerns. + Meet established productivity levels and turnaround times as set by Manager and be able to effectively communicate reasoning when expectations need to be revised. + Sharp understanding of Agency requirements and Closing process to ensure a high level of Quality Control. **Basic Qualifications:** + Bachelor's degree or Military experience + At least 4 years of Agency Commercial Mortgage Loan Closing experience **Preferred Qualifications:** + 5+ years of Agency Commercial Mortgage Loan Closing experience + 5+ years of Salesforce experience **_At this time, Capital One will not sponsor a new applicant for employment authorization for this position._** **\#CommOps** **_Capital One is open to hiring a Remote Employee for this opportunity._** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $149,000 - $170,000 for Agency Loan Admin Supervisor II McLean, VA: $163,900 - $187,100 for Agency Loan Admin Supervisor II New York, NY: $178,800 - $204,100 for Agency Loan Admin Supervisor II Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

The Senior Agency Closing Officer will have a keen understanding of Agency requirements as it relates to closing loans, and a good understanding of crossover relationships between Originations, Underwriting, Closing, Servicing and Asset Management. Responsible to operate with autonomy and limited supervision in performing activities related to overseeing and managing the operational aspects of Fannie Mae and Freddie Mac multifamily mortgage loan closings. Able to analyze issues and process information for sound decision making. Must be able to handle the pressure of a busy mortgage finance company and independently meet strict corporate and GSE regulatory deadlines while maintaining a high quality of service. Must have superior customer service skills, be detail oriented and self‐motivated. **Responsibilities:** + Maintain close communication with customers, originators, third party vendors and underwriters to ensure proper and timely settlement. + Guide deal team (Analyst and Coordinator) through transaction specific matters for timely and accurate completion. + Advanced communication skills to express thoughts on complex matters to ensure an accurate understanding is received resulting in positive collaboration. + Send clearly stated written requests or clear and concise verbal communications with customers, attorneys and other third parties to obtain additional information as needed. + Independently comprehend and assess new information received regarding investor and underwriting guidelines, and able to offer input as to handling of such information company policies, processing procedures, etc. + Independently troubleshoot inconsistent information to ensure accurate information is utilized. + Ability to independently analyze complex information in order to perform real estate tax and insurance escrow analysis for closing. + Review title requirements for state specific mortgage attachments and /or state mortgage tax requirements. + Collaborate closely with Underwriting and Legal to work through transaction specific issues and be able to independently think through and offer solutions when problems arise. + Work with insurance analyst to ensure borrower obtains required insurance coverage (casualty, liability, flood, wind, etc.) + Meticulous with work product review to spot incorrect information in work product. + Gather and prepare information for completion of closing documents including 3rd party fees, payoffs and subordinations + Verify underwriting and funding conditions are signed off prior to settlement. + Confirm loan information in all bank and GSE delivery systems/portals are accurate. + Review and work with closing counsel in the preparation and delivery of closing documents. + Review final settlement statement and Disbursement Ledger for accuracy and compliance, including the verification of seller and lender credits, funds on deposit, and payoff of debt (if applicable). + Follow up with closing/escrow agent to verify settlement of loan, disbursement of funds and advise of any problems or concerns. + Meet established productivity levels and turnaround times as set by Manager and be able to effectively communicate reasoning when expectations need to be revised. + Sharp understanding of Agency requirements and Closing process to ensure a high level of Quality Control. **Basic Qualifications:** + Bachelor's degree or Military experience + At least 4 years of Agency Commercial Mortgage Loan Closing experience **Preferred Qualifications:** + 5+ years of Agency Commercial Mortgage Loan Closing experience + 5+ years of Salesforce experience **_At this time, Capital One will not sponsor a new applicant for employment authorization for this position._** **\#CommOps** **_Capital One is open to hiring a Remote Employee for this opportunity._** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $149,000 - $170,000 for Agency Loan Admin Supervisor II McLean, VA: $163,900 - $187,100 for Agency Loan Admin Supervisor II New York, NY: $178,800 - $204,100 for Agency Loan Admin Supervisor II Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

What is the Opportunity? The Sr. Compliance Tester leads and conducts independent compliance reviews for the U.S. Compliance Testing Program, a critical program element of the U.S. Regulatory Compliance Management framework for RBC's CUSO/IHC. This position is responsible for developing a sound approach to testing, executing testing, overseeing the work of other testers assigned to the review, and producing quality final testing reports and work-papers that thoroughly document testing conducted and corresponding conclusions. The Sr. Compliance tester may also support issue validation as well as other initiatives aimed at enhancing the overall Compliance Testing Program. What will you do? Conduct testing across the CUSO/IHC, inclusive of the testing of controls and adherence to regulatory requirements that apply enterprise-wide across RBC's CUSO, including Reg O, Reg W, Reg P, etc. Perform research on regulatory requirements and business controls to determine optimal approach to testing while employing a risk-based approach Lead reviews and guide other testers, but may also assist other team members with completing reviews and/or portions of testing Document conclusions of testing, including detailed workpapers as well as written reports documenting conclusions and findings Assist with the reporting of the status of reviews in support of Test Plan Governance, including progress to plan reporting and change management Provide ideas for the enhancement of the Program by leveraging Compliance Advisory team members, Compliance Practices and Assurance team members, Business Partners, and industry research Responsible for assessing issues and advising on ratings, root causes, etc., and effectively communicating to Line of Business and compliance partners to obtain agreement Responsible for escalating high risk issues found to senior management Responsible for issue entry to the system of record and oversight that corrective action has been taken and issues satisfactorily remediated What do you need to succeed? Demonstrated experience evaluating compliance with enterprise-wide prudential regulations that span across the entity, such as Reg P, Reg O and Reg W. 5+ years of experience in Banking Compliance Testing, Internal Audit, or an examiner at a financial institution's regulatory agency. Proven experience in compliance testing methodologies and/or audit experience. Nice to Have Experience operating in a highly matrixed environment. Excellent communication and presentations skills. Excellent organizational skills. Excellent collaboration and team-building skills. What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work. Opportunities to build close relationships with clients. The expected salary range for this particular position is $80,000-$135,000 (New Jersey/California), $65,000-$115,000 (Minnesota) depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value #LI - POST Job Skills Audits Compliance, Critical Thinking, Data Gathering Analysis, Decision Making, Industry Knowledge, Internal Controls, Interpersonal Relationship Management, Product Services, Risk Management, Strategic Thinking Additional Job Details Address: CNB, 350 SOUTH GRAND AVENUE:LOS ANGELES City: Los Angeles Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CHIEF LEGAL & ADMIN OFFICE GRP Job Type: Regular Pay Type: Salaried Posted Date: 2025-08-27 Application Deadline: 2026-01-30 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration. Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm. The CIO, Funds and Portfolios will provide oversight of the investment processes for all tactical proprietary and non-proprietary investment products managed by the firm. This role will provide leadership, supervision, and development of tactically related investment department associates. The CIO, Funds and Portfolios will contribute to Meeder's growth through tactically related product development, thought leadership, participation in client meetings, conferences and due diligences, and macro-and micro-firm strategy. Primary Responsibilities Oversee all tactical aspects of proprietary and non-proprietary mutual funds and portfolios Manage all individual stock selections for mutual funds and SMID portfolios Direct the selection of ETFs for all tactical mutual funds and non-proprietary portfolios Oversee the development, enhancement, and review of all quantitative models and factor-related decisions, including our tactical asset allocation model (TAM) and growth vs. value and international decisions Analyze and monitor critical macroeconomic issues for their potential impact on investment portfolios Participate in the firm's client communication process, including written, verbal, and multimedia reports covering portfolio performance, capital markets, and macroeconomic analysis, periodic travel to conferences and client events Interface with Meeder Advisor Consulting and Wealth Management teams regarding capital markets updates, changes to investment processes, and responding to questions for the marketplace Participate in new firm business development initiatives, including due diligence reviews and other client meetings as requested Foster ideas for investment product development Leadership of all tactical Investment Department associates including Director of Research, all tactical-related Portfolio Managers and Analysts and the Advisory Consulting Portfolio Management Team Executive Team participation Participate as requested in certain Executive Team meetings Involvement in applicable high-level initiatives, resource decisions and acquisitions Manage relevant responsibilities of long-term and short-term initiatives established by Executive Team Participation in quarterly Meeder Funds Board meetings, as necessary Critical Success Factors Critical Success Factors Strong experience leading and developing a team of investment professionals. Background in quantitative management of tactical investment portfolios, including factor research and risk model interpretation. In depth and current knowledge of macroeconomic environment, and an understanding of how economic variables impact portfolio risk exposures. Excellent presentations skills along with the ability to articulate complex finance and mathematical concepts in verbal and written form. Strong organization and time management skills with ability to multi-task. Excellent problem-solving skills and ability to find “outside the box” solutions. Skills Required Bachelor's degree required in Finance, Economics, Statistics, or other technical degree. Master's degree preferred. Professional designation or advanced degree such as CFA, CMT, MBA, etc. Minimum 15 years of multi-asset class experience in an investment-related capacity, including senior investment leadership and management experience. Strong knowledge base with portfolio management software applications, including Bloomberg, S&P Capital IQ, and risk model software.

Trust Officer - Dayton Market Identifying Information: Department : Wealth Department Reports To: Josh Shapiro, Senior Vice President & Director of Trust Services Status: Full-time Salaried Exempt Officer Location : LCNB Main Office, 2 N. Broadway St. Lebanon, OH 45036 Hours : Monday - Friday, 8 am - 5 pm Compensation : Base salary, commission, and annual bonus Position Purpose: LCNB National Bank is seeking a Trust Officer to join our Wealth Department, supporting the Dayton, Ohio market. The Trust Officer will provide personalized, high-quality wealth management and fiduciary services to LCNB Wealth clients in the Dayton area. This individual will collaborate with internal teams and engage external partners to proactively develop, strengthen, and maintain client relationships, contributing to LCNB's overall growth in the Dayton market. Essential Duties and Responsibilities: Build meaningful relationships with clients by understanding their priorities and values, and educating them about Wealth Management strategies Provide expert administration of assigned accounts including personal trusts, estates, managed agency accounts, and IRAs Research and resolve complex Wealth Management issues, as needed Collaborate with internal partners to maintain current knowledge of LCNB products and capabilities and to identify opportunities to broaden client relationships Collaborate and cultivate relationships with internal and external centers of influence to expand and generate client relationships Join professional organizations and attend associated networking and continuing education opportunities Adhere to compliance requirements and risk management concepts, expectations, and policies and procedures Become involved in the local community and surrounding areas Required Competencies/Skills 5+ years of experience in Trust or Wealth Management related fields 5+ years in a client facing role Minimum of a Bachelor's degree Desired Competencies/Skills Advanced degree or certification such as Juris Doctorate, CFP, CFA, CTFA Customer focused with strong interpersonal skills Ability to develop and cultivate new Wealth relationships Analytical thinking with keen attention to detail Demonstrated ability to work independently and collaboratively in a team environment Excellent written and verbal communication skills Empathetic and compassionate approach to client and team interactions Proficient in Microsoft Office (basic to intermediate level) Self-motivated and adaptable to change Ability to tailor communication style to different audiences Strong reasoning, problem-solving, and critical-thinking abilities Highly observant with strong attention to detail Working Conditions: Ability to remain in a stationary position up to 75% of the time Occasionally move/traverse to access files and equipment Constantly operates a computer and other office equipment Occasionally lift up to 10 lbs. Partial remote work opportunity available Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.

Trust Officer - Dayton Market Identifying Information: * Department: Wealth Department * Reports To: Josh Shapiro, Senior Vice President & Director of Trust Services * Status: Full-time Salaried Exempt Officer * Hours: Monday - Friday, 8 am - 5 pm * Compensation: Base salary, commission, and annual bonus Position Purpose: LCNB National Bank is seeking a Trust Officer to join our Wealth Department, supporting the Dayton, Ohio market. The Trust Officer will provide personalized, high-quality wealth management and fiduciary services to LCNB Wealth clients in the Dayton area. This individual will collaborate with internal teams and engage external partners to proactively develop, strengthen, and maintain client relationships, contributing to LCNB's overall growth in the Dayton market. Essential Duties and Responsibilities: * Build meaningful relationships with clients by understanding their priorities and values, and educating them about Wealth Management strategies * Provide expert administration of assigned accounts including personal trusts, estates, managed agency accounts, and IRAs * Research and resolve complex Wealth Management issues, as needed * Collaborate with internal partners to maintain current knowledge of LCNB products and capabilities and to identify opportunities to broaden client relationships * Collaborate and cultivate relationships with internal and external centers of influence to expand and generate client relationships * Join professional organizations and attend associated networking and continuing education opportunities * Adhere to compliance requirements and risk management concepts, expectations, and policies and procedures * Become involved in the local community and surrounding areas Required Competencies/Skills * 5+ years of experience in Trust or Wealth Management related fields * 5+ years in a client facing role * Minimum of a Bachelor's degree Desired Competencies/Skills * Advanced degree or certification such as Juris Doctorate, CFP, CFA, CTFA * Customer focused with strong interpersonal skills * Ability to develop and cultivate new Wealth relationships * Analytical thinking with keen attention to detail * Demonstrated ability to work independently and collaboratively in a team environment * Excellent written and verbal communication skills * Empathetic and compassionate approach to client and team interactions * Proficient in Microsoft Office (basic to intermediate level) * Self-motivated and adaptable to change * Ability to tailor communication style to different audiences * Strong reasoning, problem-solving, and critical-thinking abilities * Highly observant with strong attention to detail Working Conditions: * Ability to remain in a stationary position up to 75% of the time * Occasionally move/traverse to access files and equipment * Constantly operates a computer and other office equipment * Occasionally lift up to 10 lbs. * Partial remote work opportunity available Compliance Statement: The associate is responsible for meeting all compliance requirements imposed on LCNB National Bank by State and Federal law and regulations, as well as all related LCNB National Bank policies and procedures. Incumbent must be able to perform the essential functions of the position with or without reasonable accommodation. Equal Opportunity Employer/Disability/Veterans.

The Complaint Officer is responsible for overseeing and managing the customer complaint process within the first line of defense, ensuring timely, accurate, and compliant resolution of client concerns. This role serves as a key point of contact for complaint handling, partnering with business units to identify root causes, implement corrective actions, and maintain adherence to regulatory requirements. The Complaint Officer provides guidance on complaint management best practices, monitors trends, and escalates significant issues to leadership. Additionally, the role supports continuous improvement initiatives to strengthen controls and enhance the client experience. Essential Functions Manage the end-to-end complaint resolution process within the first line of defense, ensuring timely and compliant handling of customer concerns. Develop and maintain complaint-handling policies and procedures aligned with regulatory requirements and internal standards. Analyze complaint trends and root causes to identify risk areas and recommend process improvements. Collaborate with internal stakeholders to ensure consistent and effective complaint management practices across business units. Prepare and deliver reports on complaint metrics, trends, and risk indicators to management and governance committees. Provide guidance and training to team members and business partners on complaint-handling best practices. Escalate significant issues or regulatory risks identified through complaint analysis to appropriate leadership. Participate in special projects related to complaint management and risk mitigation. Stay current on regulatory changes and industry trends impacting complaint handling. Comply with all KeyBank policies and procedures, including acting professionally, ethically, and in the best interests of clients. Education Bachelor's Degree or equivalent experience (preferred) Work Experience 5+ years of experience in compliance, risk management, auditing, or related fields (required) Demonstrated ability to work independently and collaboratively in a regulatory environment (required) Licenses and Certifications SEI, Series 7, 24, 66, 53 or 9/10 Life, Health and Variable Annuity License Skills Strong understanding of financial products offered on the platform. Comfortable and confident in client contact in difficult situations. Understanding and applying laws and regulations relevant to banking and consumer finance. Evaluating potential risks and identifying control gaps in processes and systems. Identifying and mitigating risks that could disrupt business operations. Using analytical tools to interpret data and uncover complaint issues or trends. Building strong relationships across departments to support initiatives. Applying sound judgment in evaluating complex compliant scenarios. Staying current with regulatory changes and industry best practices. Designing effective solutions to address challenges. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Work Location Category Hybrid (3+ days) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/31/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued colleague on our team, you will, under limited supervision, conduct theoretical and empirical research with public and proprietary data in all areas of mortgage finance business, including mortgage products and securities, borrower behavior, investment and hedging strategies, residential property valuation, macroeconomic models including housing prices and interest rate, financial valuation of finance assets and derivatives, economic capital, and stress testing. THE IMPACT YOU WILL MAKE The Model Risk Management Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can achieve the following responsibilities: * Experience in utilizing technology tools and open-source programming languages (Python, R, SAS, etc.) to support business or risk management processes * Utilize data mining and/or statistical techniques to develop analytic insights, sound hypotheses, and informed recommendations. Identify opportunities to apply quantitative methods to improve business performance. * Implement validation or testing strategies and assessing the quality and risk of model methodologies, outputs, and processes and applying understanding of relevant business context to interpret model results, monitor performance, and assess risks. * Apply experience and skill to complete modeling projects aligned with established company policies and industry-wide modeling practices * Communicate technical subject matter clearly and concisely to department leadership and teams by presenting information and/or ideas to an audience in a way that is engaging and easy to understand using graphical representation of information in the form of charts, diagrams, pictures, and dashboards with programs and tools * Work with people with different functional expertise respectfully and cooperatively to work toward a common goal THE EXPERIENCE YOU BRING TO THE TEAM Minimum Required Experiences * 2 years in model development or validation in the financial industry * Ability to program using R and Python * Excellent written and oral communication skills in delivering complex technical information to audience with various backgrounds * Clear understanding of business operations and insights related to risk modeling Desired Experiences * Bachelor's degree or equivalent * Experience in SAS or SQL * Knowledge of risk management governance (lines of defense) Enterprise Model Risk - Quantitative Modeling - Senior Associate 123,000 - 161,000 a year #LI-Hybrid #LI-ME1 Qualifications Education: Bachelor's Level Degree (Required) The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers. For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote. Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form. The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here. Requisition compensation: 123000 to 161000

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued member of Fannie Mae's Treasury and Capital Markets (TCM) division, you will provide insights, analytics, and reporting to key stakeholders in support of the TCM's transactional and trading teams. You will leverage internal and external data to develop high visibility tools and reporting, determine trends and patterns, make recommendations to optimize transactional profitability, enhance business efficiency through data and technology, work closely with traders and other market professionals, and engage with and present your results to TCM leadership. You will gain broad exposure to large and impactful lines of business across TCM, and your work will influence decision making and generate tangible value. THE IMPACT YOU WILL MAKE The Capital Markets - Market Transactions - Senior Associate role offers the flexibility to shape your day while working alongside a collaborative team committed to shared success. In this role, you will: * Build trusted partnerships with internal customers through proactive engagement, responsiveness, and consistently high-quality deliverables. * Deliver superior analytics to Treasury and Capital Markets (TCM) transactional teams through sophisticated application of modern analytical methods, tools, and software. * Support a broad set of business functions across TCM, gaining exposure to multiple stakeholders, products, and workflows. * Track and optimize transactional activity by evaluating developments and maximizing the value of large-scale internal and external data sources. * Strengthen your technical skillset by adopting and applying the latest advancements in data analytical technology to improve decision-making and efficiency THE EXPERIENCE YOU BRING TO THE TEAM Minimum Required Experiences: * 2+ years of relevant experience * Skilled in or possess a demonstrated aptitude to develop proficiency in languages such as R, Python, and SQL * Effective communication skills and the ability to internally network. * Motivated self-starter; curious; strong work ethic; eager to learn. Desired Experiences: * Bachelor's degree or equivalent * Demonstrated ability to analyze large, complex datasets to identify trends and relationships, conceptualize difficult questions, draw sound conclusions, and communicate findings clearly to end users. Target Salary: $109,000-$142,000 a year Capital Markets - Market Transactions - Senior Associate Qualifications Education: Bachelor's Level Degree (Required) The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers. For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote. Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form. The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here. Requisition compensation: 109000 to 142000

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a MF Counterparty Risk Analysis Senior Associate, you will play a critical role in supporting the evaluation of the operational and compliance risks associated with MF Delegated Underwriting and Servicing (DUS) Lenders. The Senior Associate role contributes to the assessments, monitoring and reporting of risks across Fannie Mae's Multifamily counterparties and supports risk-based oversight activities that protect the safety and soundness of the DUS platform. You will also contribute to strategic technology and infrastructure initiatives aimed at enhancing risk analytics and reporting capabilities. Please note: This is an in-office position based out of the Fannie Mae Washington, DC office or Plano, Texas. THE IMPACT YOU WILL MAKE Key Responsibilities include: Counterparty Risk Assessments * Assist in conducting comprehensive evaluations of DUS lenders and servicers including detailed operational performance reviews and compliance risk assessments. * Support analysis of counterparty risk, evaluate counterparties' adherence to and compliance with MF DUS Guide and Program Rules requirements and regulatory obligations. * Gather and analyze documentation relating to review of Lender's operational controls, governance framework and performance metrics. Risk Monitoring and Surveillance * Track and report lender performance including operational and financial risks utilizing dashboards and risk indicators to identify emerging risks and trends. * Support identification of control gaps, process weakness and adverse risk trends. * Provide key support to prepare and aggregate data and information for integrated counterparty risk assessments. * Assist in monitoring corrective action plans and documenting remediation progress. Governance and Risk Framework Support * Participate in the development and enhancement of compliance test protocols, policies, procedures and risk controls governing counterparty risk management. * Contribute to decision forums to present findings and provide detailed insights into Lender performance. Collaboration and Relationship Management * Partner with internal and external stakeholders to ensure consistent understanding of counterparty strength and risk exposures. * Participate in meetings to communicate key risk insights and feedback to Lenders to promote strong and sustainable lender relationships. * Contribute and provide suggestions to continuous improvement efforts and technology initiatives to strengthen risk assessments. Qualifications THE EXPERIENCE YOU BRING TO THE TEAM Minimum Required Experiences & Skills * 3-5 years Desired Experiences & Skills * Bachelor's degree or equivalent in Finance, Business, Risk Management, or a related field. * Basic understanding of Multifamily lending/servicing or Commercial Real Estate Finance sector, (Agency exposure a plus). * Experience supporting counterparty, operational or credit risk assessments. * Strong analytical skills with ability to synthesize quantitative and qualitative information. * Exposure to data driven analysis and reporting. * Policy interpretation and risk governance support. * Strong written and verbal communication skills. * Ability to manage multiple projects with high attention to detail. * Intellectual curiosity and willingness to learn. Multifamily Counterparty Risk-Risk Analysis - Senior Associate Target Pay Range: $96,000 - $124,000 LI-TW1 - Hybrid Qualifications Education: Bachelor's Level Degree (Required) The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers. For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote. Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form. The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here. Requisition compensation: 96000 to 124000

JobID: 210695846 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $104,500.00-$165,000.00 As a Corporate Responsibility Analytics Solutions Associate Sr. in our team, you will plan, direct, manage, and implement end-to-end solutions for data products or analytics output. You will support key firmwide initiatives and ensure progress and issues are clearly communicated to a range of stakeholders. Job responsibilities: * Create and maintain visualizations and dashboards for a wide range of audiences to guide management decision making. * Creating streamlined and versatile datasets to support dashboard reporting needs. * Perform complex and ad hoc analyses using Alteryx as needed with a strong attention to detail. * Ensure progress and issues are clearly communicated clearly to a range of stakeholders. * Performs research needed to support project activities. * Validates accuracy of data used for report preparation, ensure quality of analyses and documentation. Required qualifications, capabilities and skills * Generally, 3+ years of related experience with reporting and business analytics. * Excellent analytical and problem-solving skills, with the ability to translate complex data into actionable insights. * Exhibits a strong understanding of a client's business and actively seeks input to anticipate client needs and effectively meets or exceeds them. * Proficiency with SQL, Alteryx Designer, Databricks and Tableau Desktop. * Experience working in an environment that requires attention to detail and adherence to strict rules and standards. * Use independent thought and judgement in making recommendations. * Excellent written/verbal communication and presentation skills - proven ability to convey complex information simply and clearly to senior business leaders. Preferred qualifications, capabilities and skills * Alteryx Core Certification preferred. * Tableau Desktop Certified Associate certification a plus. * Highly motivated, self-directed, curious to learn new technologies.

JobID: 210685810 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $93,100.00-$145,000.00; New York,NY $93,100.00-$145,000.00 The Communications Team at Chase is seeking communications professional to join the newly-formed Trust & Security and Crisis Communications team. This person will support existing team member's work across a variety of challenging areas including fraud and scam prevention, payments, and other issues. As a Trust & Security and Crisis Communications Senior Associate within the Consumer & Community Banking Communications team you will play a role supporting both proactive and reactive communications strategies related to fraud and scam prevention, payments, issues management, and other issues. In addition, you will focus on high-impact areas working closely with cross-functional partners in operations, legal, product, government relations, and marketing. Job responsibilities * Support proactive media relations strategies to promote Chase's leadership in trust and security, including pitching stories, and identifying opportunities for thought leadership. * Support our issues management lead by crafting timely, clear, and effective communications for both internal and external audiences. * Monitor and analyze media coverage across a range of topics, providing insights and recommendations to team members and stakeholders. * Collaborate with cross-functional teams to gather information, assess reputational risks, and recommend communication approaches and messaging. * Support the development of messaging, Q&As, press releases, and other materials for both proactive campaigns and reactive situations. Required qualifications, capabilities, and skills: * 3+ years of relevant external communications, public relations, or media relations experience in a complex, fast-paced, and publicly scrutinized environment. * Proven ability to simplify complex issues and communicate them effectively to diverse audiences. * Demonstrated experience managing both proactive PR campaigns and reactive issues management. * Strong media relations skills, including pitching, relationship-building, and media monitoring. * Experience working cross-functionally and collaborating with team members across different areas. * Excellent verbal and written communication skills, with the ability to write quickly and clearly under pressure. * Team player with a proactive attitude, entrepreneurial spirit, and a passion for protecting and enhancing the reputation of the firm.

The Assurance Senior Associate, Non-Profit & Healthcare will be responsible for coordinating the day-to-day "in-charge" duties of planning, fieldwork, and "wrap-up" to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing, and assessing various control systems. This position will also be responsible for acting as the client contact for basic questions and information. Additionally, the individual in this role will help train staff and be the main liaison with BDO RISE. Job Duties: Control Environment * Applies knowledge and understanding of the collective effect of various factors on establishing or enhancing effectiveness, or mitigating the risks, of specific policies and procedures by: * Applies knowledge of transactional flow and key transactional cycles to complete audit work * Documents, validates and assesses the design and operating effectiveness of the clients' internal control system * Identifies and communicates suggested improvements to client internal controls and accounting procedures in an effort to reduces risk within the client organization * Provides on-the-job-training to the engagement staff during audit field work as well as supervise and review the work of the audit staff GAAP * Applies knowledge and understanding of accounting principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by: * Communicates financial statement disclosure requirements to clients * Drafts complex sets of financial statements with disclosures * Recognizes and applies new pronouncements to client situations * Identifies, analyzes and discusses alternative generally accepted accounting principles with the engagement management team and the client, as needed * Identifies complex accounting issues and brings them to the attention of superiors for resolution * Coaches less experienced team members in new areas * Considers Uniform Guidance rules in understanding and executing financial statement audits under Government Auditing Standards GAAS * Applies knowledge and understanding of professional standards; application of the principles contained in professional standards; and the ability to document and communicate an understanding and application of professional standards on an engagement by: * Formulates and communicates the audit plan * Applies GAAS to a variety of complex issues and consults others as appropriate * Employs audit skepticism and determines when to reduce or expand testing * Utilizes BDO audit manual as appropriate for the situation * Documents deviations from BDO policy, with approval Methodology * Applies knowledge and application of BDO audit manual to guide effective and efficient delivery of quality services and products by: * Coordinates the day-to-day conduct of the audit plan by ensuring the field work is executed and completed as planned, in accordance with timetable established, with Firm's policies and procedures and tracks budget to actual and notifies the engagement management team early of expected budget variance * Applies BDO audit approach and methodologies, including vast BDO tools and technology available, to execute the audit and through proper archiving procedures * Identifies and proposes outcomes to critical issues Research * Applies methodology used to seek or maintain information from authoritative sources and to draw conclusions regarding a target issue based on the information by: * Utilizes internal and external research tools for documenting issues, approaches and conclusions * Researches complex areas of accounting, forming an initial opinion on the correct treatment independently while considering and documenting the impact on the client audit engagement * Assists the engagement manager with gathering appropriate information about the business and information system, including the accounting system, to form an adequate basis for the preparation of the audit strategy * Drafts the Audit Planning Document and utilizes APT Next Gen to create audit programs * Collaborates with the engagement manager to establish the responsibilities of individual audit staff for specific areas of audit work allocation Other duties as required Supervisory Responsibilities: * Provides verbal and written performance feedback to Audit Associates * Supervises the work assignments of Audit Associates within assigned engagement team Qualifications, Knowledge, Skills and Abilities: Education: * Bachelor's degree in Accounting, required * Master's degree in Accountancy, preferred Experience: * Three (3) or more years of prior experience in public accounting, required * One (1) or more years of prior supervisory experience, preferred * One (1) or more years of relevant experience in the healthcare industry, preferred * One (1) or more years of nonprofit audit experience, preferred License/Certifications: * CPA, preferred * Actively pursuing completion of CPA licensing requirements, preferred Software: * Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint, preferred * Prior experience with various assurance applications and research tools beneficial, preferred Language: * N/A Other Knowledge, Skills & Abilities: * Solid understanding and ability to plan and coordinate the stages to perform an audit of a basic private company * Knowledge of internal accounting controls and professional standards and regulations (GAAP and GAAS, etc.) * Strong verbal and written communication skills with the ability to adapt style and messaging to effectively communicate with professionals at all levels both within the client organization and BDO * Ability to successfully multi-task while working independently and within a group environment * Superior analytical and diagnostic skills and ability to break down complex issues and implementing appropriate resolutions * Capable of working in a demanding, deadline driven environment with a focus on details and accuracy * Solid project management skills Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. Maryland Range: $78,000 - $93,000 NYC/Long Island/Westchester Range: $84,000 - $105,000 Washington DC Range: $78,000 - $93,000

The Communications Team at Chase is seeking communications professional to join the newly-formed Trust & Security and Crisis Communications team. This person will support existing team member's work across a variety of challenging areas including fraud and scam prevention, payments, and other issues. As a Trust & Security and Crisis Communications Senior Associate within the Consumer & Community Banking Communications team you will play a role supporting both proactive and reactive communications strategies related to fraud and scam prevention, payments, issues management, and other issues. In addition, you will focus on high-impact areas working closely with cross-functional partners in operations, legal, product, government relations, and marketing. Job responsibilities Support proactive media relations strategies to promote Chase's leadership in trust and security, including pitching stories, and identifying opportunities for thought leadership. Support our issues management lead by crafting timely, clear, and effective communications for both internal and external audiences. Monitor and analyze media coverage across a range of topics, providing insights and recommendations to team members and stakeholders. Collaborate with cross-functional teams to gather information, assess reputational risks, and recommend communication approaches and messaging. Support the development of messaging, Q&As, press releases, and other materials for both proactive campaigns and reactive situations. Required qualifications, capabilities, and skills: 3+ years of relevant external communications, public relations, or media relations experience in a complex, fast-paced, and publicly scrutinized environment. Proven ability to simplify complex issues and communicate them effectively to diverse audiences. Demonstrated experience managing both proactive PR campaigns and reactive issues management. Strong media relations skills, including pitching, relationship-building, and media monitoring. Experience working cross-functionally and collaborating with team members across different areas. Excellent verbal and written communication skills, with the ability to write quickly and clearly under pressure. Team player with a proactive attitude, entrepreneurial spirit, and a passion for protecting and enhancing the reputation of the firm.

Lead the onboarding and transition of financial institution programs joining Ameriprise Financial Institutions Group. This role ensures a seamless experience for advisors, clients, and accounts by driving consistent processes for hiring, licensing, onboarding, and transition execution-both virtually and onsite. Key Responsibilities Onboarding Leadership * Act as the Onboarding Quarterback, guiding advisors and staff through hiring, licensing, and appointment processes. * Define roles and responsibilities for pre-onboarding, day-of, and post-onboarding activities. * Partner with leaders and staff to ensure smooth execution and resource alignment. Implementation & Training Support * Provide hands-on support for developing an end-to-end implementation and training strategy to ensure proper training on Ameriprise systems, tools, and processes. * Deliver training and onboarding for advisors and sales assistants to accelerate ramp-up and practice efficiency. * Provide virtual and onsite support during transition to ensure operational readiness and client confidence. Transition Management * Collaborate with the Transition Management Support Team to execute a comprehensive transition plan. * Train advisors on digital tools and systems for managing transitions. * Monitor progress using the transition tracker and implement ramp-up tactics. Leadership & Communication * Communicate effectively with AFIG and corporate partners to share best practices, identify process improvements, and recommend policy enhancements. * Deliver a best-in-class experience for advisors and clients throughout the transition. Required Qualifications * Education: Bachelor's degree or equivalent experience. * Experience: 5+ years in financial services, advisor onboarding, or transition management. * Time Management: Ability to prioritize and execute multiple tasks under tight deadlines. * Relationship Management: Build trust and collaborate effectively with advisors, leaders, and cross-functional teams. Preferred Qualifications * Executive Communication: Ability to present to executive leadership and influence decision-making. * Presentation Development: Skilled in creating professional presentations and delivering impactful content. * Facilitation: Lead calls, meetings, and training sessions with confidence. * Technical Proficiency: Familiarity with digital onboarding tools, CRM systems, and transition platforms. * Project Management: Strong organizational skills to manage timelines, resources, and deliverables. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary Base Salary Range The estimated base salary for this role is $62,300-$82,000/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AFIG Ameriprise Financial Institutions Group

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 Description: This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk. Responsibilities: * Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews * Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance * Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience * Ensures compliance with regulatory and legal requirements related to client accounts and portfolios * Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects Required Qualifications: * Minimum of five years of trust administration and estate planning experience * Demonstrated technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning * Strong knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios * Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects * Demonstrates initiative and a proactive approach to problem solving * Creative though prudent approach to providing solutions within the bank's risk/reward profile * Proven ability to confidently close sales and meet or exceed revenue targets * Has good people/partner communication skills and is a team player * Displays a high level of savvy and sophistication regarding high-net-worth clients' concerns / issues * Ability to and experience with communicating and connecting with high-net-worth clients. Desired Qualifications: * Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA * Bachelor's Degree or equivalent business experience in High-Net-Worth Trust environment. Skills: * Business Development * Client Management * Customer and Client Focus * Risk Management * Wealth Planning * Client Experience Branding * Client Solutions Advisory * Decision Making * Presentation Skills * Process Management * Attention to Detail * Critical Thinking * Financial Analysis * Planning * Prospecting Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a detail-oriented and customer service-oriented individual to join our team as the Senior Associate, Customer Support you will focus on identifying, evaluating, and acquiring new or used vehicles for a dealership or fleet. This involves building relationships with vendors, conducting market research, analyzing vehicle valuations, and negotiating purchase agreements. A Day in the Life Receive orders from clients Searches dealer inventory Reviews and sends quality offers to clients Manages workflow from order submission through delivery Provide consultative input regarding alternative vehicles and ordering methods for most effective and efficient delivery of complete vehicles (Turn-key with upfit complete) Arranges addition of upfitting throughout the order process & / or post-delivery. Provides insight and consultation on the status of dealership inventory Build and maintain relationships with vendors, and other key stakeholders. Provide support to licensing related inquiries where unusual documentation may be requested as well as in-flight support for transportation issue resolution Support departmental initiatives for best acquisition polices Provides full order resolution support in collaboration with Client Success for vehicles purchased from dealerships Internally referred to Senior Associate, Acquisitions ( Out of Stock-Non Upfit)* Basic Qualifications Must have a Highschool Diploma A minimum of 1 year in a business environment Ability to work effectively in a business environment characterized by complexity, ambiguity, and rapid change. Microsoft office suite proficiency Demonstrate strong communication skills Demonstrate and ability to manage multiple simultaneous projects in an organized fashion. Excellent interpersonal communication, change management and presentation skills (written and verbal) at all levels. Proven problem-solving skills with an analytical and inquisitive approach Preferred Qualifications Bachelor's degree, preferred or three to five years related experience, or equivalent industry experience Fleet or mechanical experience( with upfit) preferred Strong industry knowledge and familiarity with current state restrictions/laws pertaining to leased vehicles Location- Hopkins, MN The hiring base salary range for this position is $49,100 to $67,500 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. What's in it for You • A culture of innovation, empowerment, decision-making, and accountability • Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness • Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************. Element Fleet Management also uses AI-assisted tools to help screen and assess applications. These tools analyze information you provide (for example, your rēsumē and screening responses) to identify job-related skills, qualifications, and experience. AI outputs do not by themselves determine whether you advance or receive an offer - they assist recruiters and hiring managers. Final hiring decisions are made by people. Know Your Rights: Workplace discrimination is illegal

Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a detail-oriented and customer service-oriented individual to join our team as the Senior Associate, Customer Support you will focus on identifying, evaluating, and acquiring new or used vehicles for a dealership or fleet. This involves building relationships with vendors, conducting market research, analyzing vehicle valuations, and negotiating purchase agreements. A Day in the Life * Receive orders from clients * Searches dealer inventory * Reviews and sends quality offers to clients * Manages workflow from order submission through delivery * Provide consultative input regarding alternative vehicles and ordering methods for most effective and efficient delivery of complete vehicles (Turn-key with upfit complete) * Arranges addition of upfitting throughout the order process & / or post-delivery. * Provides insight and consultation on the status of dealership inventory * Build and maintain relationships with vendors, and other key stakeholders. * Provide support to licensing related inquiries where unusual documentation may be requested as well as in-flight support for transportation issue resolution * Support departmental initiatives for best acquisition polices * Provides full order resolution support in collaboration with Client Success for vehicles purchased from dealerships * Internally referred to Senior Associate, Acquisitions ( Out of Stock-Non Upfit)* Basic Qualifications * Must have a Highschool Diploma * A minimum of 1 year in a business environment * Ability to work effectively in a business environment characterized by complexity, ambiguity, and rapid change. * Microsoft office suite proficiency * Demonstrate strong communication skills * Demonstrate and ability to manage multiple simultaneous projects in an organized fashion. * Excellent interpersonal communication, change management and presentation skills (written and verbal) at all levels. * Proven problem-solving skills with an analytical and inquisitive approach Preferred Qualifications * Bachelor's degree, preferred or three to five years related experience, or equivalent industry experience * Fleet or mechanical experience( with upfit) preferred * Strong industry knowledge and familiarity with current state restrictions/laws pertaining to leased vehicles Location- Hopkins, MN The hiring base salary range for this position is $49,100 to $67,500 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. What's in it for You * A culture of innovation, empowerment, decision-making, and accountability * Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness * Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************. Element Fleet Management also uses AI-assisted tools to help screen and assess applications. These tools analyze information you provide (for example, your rēsumē and screening responses) to identify job-related skills, qualifications, and experience. AI outputs do not by themselves determine whether you advance or receive an offer - they assist recruiters and hiring managers. Final hiring decisions are made by people. Know Your Rights: Workplace discrimination is illegal