Advisory | Accounting | Audit | Tax | Payroll
Helena, MT job
About Us
ITC Worldwide Advisors, LLP is a rapidly growing, modern provider of professional services to the middle market, operating globally. Our mission is to instill confidence in a world of change. Enable Transformation while doing more with less! Our exceptional people are the cornerstone of our unique culture and talent experience.
Responsibilities
* Understand clients' needs and expectations, their business and industry, accounting and control systems, employees, company values, and industry-related GAAP and GAAS issues.
* Develop an understanding of the ITC audit automation approach and ERP tools.
* Assess risks and evaluate the client's internal control structure.
* Perform substantive tests and tests of internal controls to identify and resolve accounting or reporting issues.
*Prepare financial statements under prescribed formats.
Required Skills and Qualifications
* Completion of 90+ credit hours towards a B.A. / B.S. degree or equivalent from an accredited university in Accounting or Finance.
* You must have passed your ACCA, CPA, CFA, or CIMA exam.
N.B: We kindly request you to complete a brief survey. Your feedback will help us enhance the candidate experience and ensure we attract the best talent.
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Next Steps: Once you have completed the survey, please proceed with your job application as instructed.
Learn more:****************************************************************
Director of Facilities & Contract Management
Billings, MT job
The Director of Facilities & Contract Management provides strategic leadership and oversight for the organizations physical assets, service contracts, and capital projects. This role ensures that facilities are safe, efficient, and compliant with regulatory standards while managing all contractual agreements to optimize performance and mitigate risk. Acting as the owners representative for construction and renovation projects, the Director coordinates planning, budgeting, and execution to deliver projects on time and within scope. The position requires a balance of operational expertise, contract administration skills, and project management capabilities to support organizational goals and long-term sustainability.
Key Duties and Responsibilities
Facilities Management
Oversee the operation, maintenance, and safety of all organizational facilities.
Develop and implement preventive maintenance programs for building systems (HVAC, plumbing, electrical).
Ensure compliance with health, safety, and environmental regulations.
Manage space planning, office relocations, and facility improvement projects.
Prepare and monitor facilities budgets, ensuring cost efficiency.
Oversee employee and/or contracted staff conducting routine maintenance on the buildings
Contract Oversight
Draft, review, negotiate, and manage service contracts for facilities, maintenance, and related services.
Monitor vendor performance against contractual obligations, SLAs, and KPIs.
Ensure compliance with legal, regulatory, and organizational standards.
Maintain accurate records of contracts, amendments, and renewals.
Identify cost-saving opportunities and mitigate contractual risks.
Provide technical assistance to staff regarding compliance to requirements of organizational contracts i.e. the Indian Health Service contract.
Construction & Capital Projects (Owners Representative)
Act as the owners representative for construction and renovation projects.
Coordinate planning, budgeting, and scheduling for capital projects.
Oversee contractors and consultants to ensure timely and quality project delivery.
Monitor project progress, resolve issues, and ensure adherence to scope and budget.
Conduct final inspections and manage project closeout documentation.
Coordinate correspondence and communications between architect, contractor and owner
Manage GMP budget and facilitate contractor pay applications and drawdowns from lenders
Conduct on-site inspections periodically for quality control and verification of pay applications
Manage owner responsibilities, not limited to, contracts, communications with the end user (clinic), logistics coordination with ESCC, communications with property neighbors, etc.
Leadership & Strategic Planning
Provide strategic direction for facilities and contract management functions.
Lead and develop a team of facilities and contract professionals.
Collaborate with senior leadership on long-term facilities planning and capital investments.
Prepare reports and presentations for executive leadership on facilities performance and contract compliance.
Provide/arrange for training to staff and possibly clients on facilities and contract management functions.
Requirements
Education
Bachelors degree in Facilities Management, Business Administration, Engineering, Construction Management, or related field.
Preferred: Masters degree or professional certifications such as Certified Facility Manager (CFM), Certified Construction Manager (CCM), or Certified Professional in Supply Management (CPSM).
Experience
710 years of progressive experience in facilities management, contract administration, and construction project oversight.
Proven track record of managing complex service contracts and vendor relationships.
Experience acting as an owners representative on capital projects, including planning, budgeting, and execution.
Technical Skills
Strong knowledge of building systems, maintenance programs, and safety regulations.
Expertise in contract law basics, procurement processes, and compliance standards.
Proficiency in project management tools and contract management software.
Budgeting and financial analysis skills.
Core Competencies
Strategic planning and leadership abilities.
Excellent negotiation and communication skills.
Strong analytical and problem-solving capabilities.
Ability to manage multiple priorities and large-scale projects simultaneously.
Preferred Certifications
CFM (Certified Facility Manager)
CCM (Certified Construction Manager)
PMP (Project Management Professional)
OSHA safety certification (for compliance oversight).
Physical Demands & Working Conditions:
Frequent sitting with regular use of hands in repetitive motion (typing, data entry).
Ability to speak, hear, and see clearly in normal conversation.
Occasional lifting up to 25 pounds.
Professional attire required.
Work performed primarily in an office setting, Monday through Friday, 8:00 AM 5:00 PM with one-hour lunch.
NADC-BUIHWC is an Equal Opportunity Employer. NADC-BUIHWC does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
Professional, Quality Electrical Work
You're not here to push paperwork; you lead from the front, tool belt on, calling the shots and getting it done right alongside your crew.
What's in it for You?
Competitive pay: $39-$45/hour, total compensation package
Overtime opportunities
Bonus potential based on performance
Paid travel time
Monday-Friday schedule with 8-hour shifts
Long-term career stability with a busy and respected electrical contractor
Why You'll Love It Here
Hands-on leadership culture; no ivory tower supervisors
Direct communication, clear expectations, and no-nonsense support from management
Opportunity to take ownership of projects and drive results
Respect for your trade skills, your leadership, and your time
Projects that challenge you and a crew that backs you
Your New Role
Lead licensed electricians and apprentices while working side-by-side in the field
Oversee installations to meet NEC and project specs
Coordinate labor, materials, and production on active job sites
Order materials, review/redline drawings, and track project costs
Set and manage project goals with upper management
Ensure all work aligns with federal, state, and local codes
Maintain accurate “as-builts,” timecards, material tracking, and daily logs
Communicate clearly with GCs, clients, and your team
Maintain project schedules while pushing for top-tier quality and safety
Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience.
Montana Journeyman or Master Electrician License (Required)
Minimum 5 years of electrical jobsite experience
Proven experience leading crews and managing jobs
Strong understanding of NEC codes and electrical schematics
Ability to work in a physically demanding environment (climbing, lifting, confined spaces)
Able to work at heights on ladders, man lifts, or booms
Excellent communication, organization, and problem-solving skills
Commitment to safety, quality, and team leadership
Total Electric of MT is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #yellow
Teller
Butte-Silver Bow, MT job
This position will assist in coordinating professional and knowledgeable assistance to all customers. This position will promote and advise on the bank's products and services. The Bank Teller will refer customers to the appropriate staff for additional assistance with the bank's products and services.
This position will receive calls and respond to customer inquiries and concerns, they will handle daily transactions and questions in accordance with Bank policies and procedures.
The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set.
Essential Functions:
To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Handles customer account transactions which many include verifying incoming cash, accurately dispersing cash, accepting various deposits and payment and cashing checks.
Sell Cashier's checks and gift card to customers as required.
Answer phones and/or complete telephone transfers.
Thoroughly understands imaging operational procedures including start-up, shut down and preparing work in such a manner that ensures the highest read rate possible.
Must be able to remain in a standing or stationary position 50% of the time.
Must occasionally lift 30 pounds.
Balance their respective Teller drawer.
Buy and sell money.
Process coin through the coin machine and wrap coin.
Process daily bank deposits; night drop and mail receipt deposits.
Conduct customer research requests.
Process check orders.
Assist with monitoring faxes and customer's service e-mails.
Fill out CTR's.
Take customer stop payments.
Assists customer with safe deposit boxes.
Assists with outgoing mail.
Excellent written and verbal communication skills.
Obtain and maintain a working knowledge of regulatory requirements as they relate to safety and soundness, compliance and operations.
Verify account balances, give out account information to customers, print copies of items and/or statements from customer accounts.
Maintain a general knowledge of all Bank products and cross-sell these products.
Adherence to all BSA/AML Laws, Regulations and Compliance will be required in this position.
Ability to prioritize workload.
Assist co-workers as needed.
Physical presence in the bank is required.
All employees are expected to exemplify and follow our core values.
Regular attendance and punctuality when reporting to work.
Travel for trade and industry schools and seminars as needed.
This position may require installation of a Multi-Factor Authentication (MFA) app on an employee's personal mobile device. The MFA apps are used to authenticate a user's identity to the system for security purposes.
Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to AML, as well as adhere to the Bank's policies and procedures.
Perform other duties as assigned and requested.
Core Values:
Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest.
Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities.
Finds A Way - This simply put, is nothing more than attitude. It's a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.
Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day.
Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it's about ownership. When an employee says they will do something, they follow through and get it done.
Education and Experience:
Required - High School diploma or GED, etc.
Required - Continuing Education to maintain job knowledge.
Preferred - One to three years of banking/teller experience.
Preferred - Administrative experience and or customer service experience.
Preferred - Proficiency in Microsoft Suites.
The employer has the right to revise this position description at any time. The position description is not a contract for employment.
Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.
Clinical Application Coordinator
Billings, MT job
**Essential Functions: Implementation and support of multi-service software packages that automate the capture of clinical encounter information and its subsequent retrieval. Provides training to all HHS service areas on current software applications, new features and insures training is scheduled for new users. Responsible for orientation. Organizes and provides training in standardized reports and in the creation of custom templates for ad hoc reporting utilities. Acts as a resource in the best practices to view, review, extract the automated data. Works with various HHS departments and their staff in the refining and evaluation of existing health-related software modules and programs. Establishes effective interpersonal relationships with all levels of the service unit personnel. Analyzes and evaluates processes related to information flow. Coordinates with Information Technology staff and other application coordinators to implement integrated packages resolve conflicts provide secondary support on related software modules.
Duties: Competencies: • Technical Competency involving Electronic Health Record systems. • Planning and Evaluation of software implementation • Problem Solving • Template Creation • RPMS/EHR • Vista Imaging • Communication
Minimum Job Qualifications: • Degree: major study in an academic field related to the health sciences or allied health sciences or allied sciences appropriate to the work of the position. • Experience performing specialist/integrator duties for implementation, training, and ongoing support for multi-service clinical software applications used in the healthcare industry working with application coordinators to implement a comprehensive, standardized, integrated health care information system to support clinical software packages customizing site parameters and addressing integration issues training end-users on current software applications. Must submit and pass drug screening and criminal background check.
***This is position is not eligible for remote work. We require onsite employment.***
College Financial Representative, Internship Program
Bozeman, MT job
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
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for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
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As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyPT-Teller/Personal Banker
Seeley Lake, MT job
This position will assist in coordinating professional and knowledgeable assistance to all customers. They will receive calls and respond to customer inquiries and concerns, they will handle daily transactions and questions in accordance with Bank policies and procedures.
The PT - Teller/Personal Banker will handle all functions of personal banking, new accounts, inquires and problem accounts in accordance with the Bank's policies and procedures.
This position must be flexible in dealing with the needs of customers, several team members, and departments. The PT - Teller/Personal Banker will serve as an advocate of the Bank, promote the Bank's products, services, and overall Citizens Alliance Bank's brand.
The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set.
Essential Functions:
To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
1. Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments.
2. Assist with end of day processing and check imaging work checking for accuracy prior to submitting.
3. Provide account information, answer customer inquiries and requests, and complete telephone transfers in compliance with Citizens Alliance Bank's policies and procedures.
4. Open all types of new deposit accounts, resolve problems, and show customers how to access and manage their products and services to take full advantage of their Citizens Alliance Bank relationship.
5. Uses effective selling techniques while promoting and selling additional products and services to create product interest and generate customer action. Actively pursues potential customers and recognizes quality potential customers through interviewing.
6. Conducts all customer contact to complete all required documentation in compliance with bank policy and banking regulations.
7. Services all retail and business deposit accounts, while promoting and selling additional products and services.
8. Displays knowledge and proficiency in the bank's products and services to act as a liaison between customers and the bank to build long-term customer relationships.
9. Proactively makes personal contacts and/or telephone calls to existing customers and maintains contact with existing customers to cultivate customer relationships.
10. Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank.
11. Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise.
12. Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts.
13. Maintains knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow.
14. The ability to read, interpret, and apply appropriate policies, procedures, or operating manuals.
15. Maintain complete confidentiality regarding sensitive customer and proprietary information.
16. Must be able to remain in a standing or stationary position 50% of the time.
17. Must occasionally lift 30 pounds.
18. All employees are expected to exemplify and follow our core values.
19. Regular attendance and punctuality when reporting to work.
20. Travel for trade and industry schools and seminars as needed.
21. This position may require installation of a Multi-Factor Authentication (MFA) app on an employee's personal mobile device. THE MFA apps are used to authenticate a user's identity to the system for security purposes.
22. Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank's policies and procedures.
23. Perform other duties as assigned and requested.
Core Values:
Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest.
Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities.
Finds A Way - This simply put, is nothing more than attitude. It's a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.
Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day.
Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it's about ownership. When an employee says they will do something, they follow through and get it done.
Education and Experience:
- High School diploma or GED, Etc.
- Continuing Education to maintain job knowledge.
Preferred - One to Three years of banking experience.
Preferred - One to Three years of Administrative or customer service experience.
Preferred - Proficiency in Microsoft Office Suite
The employer has the right to revise this position description at any time. The position description is not a contract for employment.
Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.
Director - Revenue Customers
Helena, MT job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. The American Express Global Commercial Services (GCS) business unit is the global leader in providing payments solutions for Small, Medium and Large businesses. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools.
If you are ready for more than just a job, are not afraid of embracing challenges and setting and exceeding big goals, American Express invites you to share your resume to be considered for future opportunities on our newly created Enterprise Sales team.
The Director of Enterprise Sales (Revenue Customers) will be responsible for expanding and cross-selling existing revenue managed customers across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division.
**Key responsibilities include:**
+ Expand and Cross-Sell from existing revenue managed clients with annual revenue of $1B in primary and secondary markets
+ Partner with sales leaders across various sales and account management segments to implement multi-market payment solutions
+ Lead strategic selling in alignment with compliance and internal partner business requirements
+ Develop and execute a growth strategy, adapting plans and priorities to address resource/operational requirements
+ Achieve Sales CV Targets
+ Execute a transactional sales cycle
+ Sell core and supplier payments American Express solutions
+ Spend significant time identifying opportunities, ensuring set-up/ card issuing, and managing expansion signings through the first 19 months of Booked Charge Volume
**Minimum Qualifications:**
+ Advanced analytical skills to bring concepts to life through data
+ Proven track record in Fintech and/or B2B sales negotiations, leadership and closing skills with Fortune 1000 companies
+ Hunter mentality
+ Proven track record in sales negotiations, leadership and closing skills with Fortune 1000 companies
+ Strong understanding of complexities, nuances, and opportunities in payments industry across a variety of global markets
+ Thorough knowledge of successful consultative selling techniques within Procurement, Treasury and Finance related to supply payments
+ Extensive experience with complex sales planning and execution
+ Strong financial acumen
+ Leverages lead sources to identify opportunities and proactively schedule warm account review appointments with prospects
+ Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/ or services
+ Exceptional thought leadership, strategic thinking skills and project management aptitude
+ Outstanding presentation and negotiation skills and ability to interface and influence at the most senior levels
+ Strong collaboration and leadership skills
+ Ability to travel as required
+ Bachelor's Degree required; MBA preferred
+ Must be able to work in a virtual environment
**Qualifications**
Salary Range: $132,750.00 to $243,500.00 annually sales incentive equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25021838
Mortgage Loan Underwriter Senior
Helena, MT job
WHAT IS THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to repay a residential mortgage. The Underwriter III analyzes and interprets the most complex financial and non-financial data decisioning the requests with the goal of achieving the optimal quality asset for the bank while satisfying the needs of borrower. The Underwriter III is also responsible for LLCs along with other complex borrower types. The Underwriter III works within established lending authorities and guidelines, with complex or unusual situations escalated to the next highest authority level for resolution. This includes mentoring and training of Underwriters I and II including second level reviews.
What you will do
* Reviews the loan package received to ensure completeness verifying that all supporting documents are included to make a credit decision per established policies
* Identifies issues and recommends appropriate resolution within policy service level agreements
* Analyzes and determines the financial capacity of the borrower's ability to repay:
* Performs credit analysis, financial statement analysis, cash flow analysis, liquidity qualification and payment calculation spreads
* Reviews for stability of residency and employment
* Verifies income per established policy
* Identifies any exceptions to current policies
* Documents a reasonable conclusion mitigating any identified risks supporting the request will be repaid
* Accurately sets and clears conditions
* Interacts with RLC and Processor throughout the life cycle of the loan, providing information, updates and assistance as required
* Updates System(s) with pertinent information and appropriate data as required
* Renders a decision within his/her lending authority. If deal is outside of lending authority, provides a recommended decision and submits for appropriate level signing authority
* Originates appropriate client letters; Commitment, Counter Offer, Declination
* Certifies and provides a final Workbook to the Processor
* Ensures compliance with bank and statutory/regulatory guidelines
* Client Satisfaction
* Promotes a team environment fostering a positive working environment
* Functions as a collaborator and innovator to drive continuous improvement
* Provides guidance and support to the RLC and Processor when required
* Utilizes systems and tools to ensure that the RLC's are updated on the status of loans
* Interacts and communicates daily with all levels as required to support business units, Processors, Funding/Doc Prep to ensure requirements are understood and met
* Provides timely, complete and accurate response to inquiries
* Handles all situations in a professional and ethical manner
* Takes the lead in resolving problems for his/her own loans; assisting Underwriters I and II with resolutions
* Supports and contributes to the quality and customer satisfaction goals of the bank
* Productivity
* Ensures all goals and service level agreements (SLAs) are met
* Tracks, logs and provides daily, weekly, monthly, quarterly reporting of production statistics as defined by management
* Consistently meets quality control and data integrity standards
* Effectively utilizes available systems, workflow and imaging tools
* Mentor and train Underwriters I and II
* 2nd level review of Underwriters I and IIs' work
* Performs other duties as assigned by Management, including participation in projects, process improvement initiatives, etc.
*Must-Have**
* Minimum 7 years of experience as an Underwriter in a financial services or mortgage banking environment required.
* Minimum 7 years of experience in jumbo and super jumbo underwriting to investor or organization's guidelines required
* Minimum 7 years of experience with state and federal lending regulations (i.e., Ability to Repay (ATR), RESPA, Reg B, Reg O, Reg Z, Fair Lending, etc.).
*Skills and Knowledge*
* Bachelor's degree in Business, Finance or Economics or related discipline with 10 or more years of experience in a mortgage banking environment required
* Familiar with FNMA/FHLMC guidelines
* Computer literate with experience using Microsoft applications with mortgage industry standard software, preferably InterLink E3 or NetOxygen/Gallagher.
* Superior ability to communicate effectively in both verbal and written form
* Strong time management skills to plan and organize a high daily loan volume
* Strong ability to be very detail oriented
* Must be a team player and work constructively with their fellow colleagues
* Specific knowledge and exposure to funding and loan documentation to resolve more complex situations such as occur with LLC's, irrevocable trusts, and Co-operatives
*Compensation*
Starting base salary: $41.83 - $66.81 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
**To be considered for this position you must meet at least these basic qualifications*
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our ****************************************************************************************************
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit *********************
*EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION*
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. **************************************************************************************************
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Member Service Representative (Part-Time) - NB Guam
Santa Rita, MT job
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
* Provide basic counseling on available products and services to meet member needs
* Assist members with opening and maintaining deposit accounts, loans, and other financial products
* Research and resolve basic account discrepancies and service requests
* Identify opportunities to cross-service products and enhance member relationships through education
* Understand and comply with all relevant federal and institutional regulations related to financial products and services
* Support team members by sharing knowledge and best practices as experience grows
* Ensure cash and other negotiable instruments are handled properly and securely
* Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
* Perform other duties as assigned
* Experience in building effective relationships through rapport, trust, diplomacy, and tact
* Effective research, analytical, and problem-solving skills
* Experience working independently and in a team environment
* Experience maintaining composure in a high-production and changing environment
* Experience navigating multiple systems efficiently and adapt to evolving technologies
* Effective skill exercising sound judgment and make informed decisions
* Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
* Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
* Working knowledge of deposit and loan products, services, and operational procedures
* Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required)
Location: Bldg 1657C, Santa Rita, Guam 96915
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
* Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.
Auto-ApplyOutside Loan Originator
Billings, MT job
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Outside Loan Originator (“Outside LO”) is responsible for maintaining an NMLS license required under the S.A.F.E. Act of 2008, originating and processing real estate mortgage loans in accordance with CrossCountry Mortgage, LLC (“CCM”) processes and product guidelines.
Job Responsibilities:
Source mortgage leads.
Build relationships with real estate agents and other lead sources.
Analyze potential loan markets and develop referral networks to locate prospects for loans.
Market CCM products to individuals and firms, promoting CCM services that may meet customers' needs.
Meet with applicants to obtain information for loan applications and answer questions about the process.
Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
Generate complete loan applications with corresponding documentation.
Improve loan applications and documentation by informing the applicant of additional requirements.
Help customers by answering questions and responding to requests.
Handle customer complaints and take appropriate action to resolve them.
Own the communication with the real estate agent or referral source.
Confer with processing and underwriting to aid in resolving mortgage application problems.
Maintain job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations.
Regularly participate in activities in connection with mortgage sales, including but not limited to attend closings, open houses, and/or conduct CCM seminars/trainings and other lead-generating activities.
Mortgage coaching available.
Qualifications and Skills:
NMLS License Required under the S.A.F.E. Act of 2008.
Experience with retail product philosophy, policy, underwriting, procedures, documentation and systems.
Experience proactively soliciting new business.
Encompass experience, preferred.
Kowledge of all mortgage products and programs.
Excellent analytical skills to evaluate credit requests and determine trends in a given marketplace.
Advanced communication and collaboration skills.
Proficient in standardized software applications, including Microsoft Word, Excel, PowerPoint and Outlook.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ***********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
Employment is contingent upon successful completion of a background investigation.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
Auto-ApplyMortgage Loan Processor I
Kalispell, MT job
Mortgage Loan Processor I
Organizational Relationships : Reports to Mortgage Loan Servicing Supervisor
Supervisory Responsibilities: N/A
General Function: Process early disclosures, re-disclosures, and closing disclosures for consumer real estate loans according to regulation and WCU policy. Assist Originators with member contact regarding their real estate application and any additional information needed to process the application. Scrub application & information in Mortgage Bot for accuracy and completeness. Offer clerical and customer service support to all members of mortgage lending departments.
Position Functions:
Assist Mortgage Lending Department staff on a daily basis and assist Member Business Lending Department as needed.
Process and disclose Loan Estimates, re-disclosures, closing disclosures, and loan closing documents.
Scrub real estate applications in mortgage lending software system to verify accuracy and completeness of application and supporting documents (tax returns, W2's, etc.)
Serve as liaison between Member and Originator for missing or incomplete information needed to process the real estate application.
Assist with processing of real estate restructures, including but not limited to document processing, obtaining and adding restructure information to member accounts as needed.
Prioritize loan pipeline at the beginning of each workday to determine most important and time-sensitive tasks and projects; check pipeline at the end of each workday, to determine which tasks need to be done as soon as possible on the following workday.
Work closely with Title Specialists to prepare closing disclosure and closing documents for review in order to ensure accuracy.
Address compliance alerts and coordinate with Quality Assurance team to prepare any documentation needed for correction.
Report to work on time and as scheduled.
Perform other duties as assigned.
Position Requirements:
Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.
Ability and willingness to interact calmly and professionally with people from all backgrounds.
Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.
Ability to follow oral and written instructions.
Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others' work styles.
Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.
Ability to lift up to 15 lbs., with or without accommodation.
Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines.
Adhere to all Whitefish Credit Union policies and procedures.
Protect Member and Whitefish Credit Union confidential information.
Required Education and Experience:
High school diploma or equivalent.
1-2 years' professional experience with accounting or lending procedures preferred.
This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.
Auto-ApplyContractor And Industrial Representative -Major Projects - West Region
Helena, MT job
**Contractor And Industrial Representative -Major Projects -West Region** **Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
**This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.**
**The Impact You'll Make in this Role**
As a C&I Major Projects Professional, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
+ The MPR is the project manager for their assigned regions.
+ Working with SalesForce their job is to provide a boundaryless project management approach. Working with SalesForce and the local C&I reps they will assist and track the dollar impact that their activities have on projects where their work impacts sales results.
+ The MPR must be proficient in the use of Salesforce tool.
+ The MPR has a role in both the specification of and the direct "hands on" project work at the job site.
+ The MPR also has a leadership role with key owner, specifier and end user accounts (engineering or contractors) based in their assigned regions.
+ The MPR directly assists the Regional Sales Manager in their role as the regional manager of projects.
+ The C&I sales reps are assigned their top twenty-five projects with the assistance of the Major Projects Reps and their Regional Managers. Regional project goals are shared by the Regional Sales Managers and the MPR's
+ The MPR also works with the C&I rep to coordinate distribution strategies and increase total line sales and advising on pricing strategies.
+ The MPR is a key proponent of the use of our Construction Services team which entail larger and more profitable sales for the division and the local C&I Rep.
**Company Vehicle**
This position requires driving a company vehicle, which will require pre-employment and ongoing review of motor vehicle history for candidates who are offered and hired for this position
**Your Skills and Expertise**
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
+ Bachelor's degree or higher (completed and verified prior to start) from an accredited university.
+ Five (5) years of experience in the electrical industry calling on contractors, distributors, engineers, and large-scale projects in a private, public, government or military environment
+ Five (5) years of technical experience with medium voltage cable accessories
+ Current, valid Driver's License.
Additional qualifications that could help you succeed even further in this role include:
+ Master's degree in electrical engineering discipline from an accredited institution
+ Experience managing multiple projects simultaneously
+ Experience managing and leading highly technical training sessions
**Work location: Remote, field based (** West Region - WA, CO, MT, NV, UT, WY, CA, OR **)**
**Travel: May include up to** **50% domestic**
**Relocation Assistance: May be authorized**
**Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).**
**Supporting Your Well-being**
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
**Chat with Max**
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting
assistant on 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $141,150 - $172,517, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ****************************************************************
Good Faith Posting Date Range 11/10/2025 To 12/10/2025 Or until filled
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
**Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.**
**3M Global Terms of Use and Privacy Statement**
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews.
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Clinical Application Coordinator
Billings, MT job
Job DescriptionSalary: DOE
**Essential Functions: Implementation and support of multi-service software packages that automate the capture of clinical encounter information and its subsequent retrieval. Provides training to all HHS service areas on current software applications, new features and insures training is scheduled for new users. Responsible for orientation. Organizes and provides training in standardized reports and in the creation of custom templates for ad hoc reporting utilities. Acts as a resource in the best practices to view, review, extract the automated data. Works with various HHS departments and their staff in the refining and evaluation of existing health-related software modules and programs. Establishes effective interpersonal relationships with all levels of the service unit personnel. Analyzes and evaluates processes related to information flow. Coordinates with Information Technology staff and other application coordinators to implement integrated packages resolve conflicts provide secondary support on related software modules.
Duties: Competencies: Technical Competency involving Electronic Health Record systems. Planning and Evaluation of software implementation Problem Solving Template Creation RPMS/EHR Vista Imaging Communication
Minimum Job Qualifications: Degree: major study in an academic field related to the health sciences or allied health sciences or allied sciences appropriate to the work of the position. Experience performing specialist/integrator duties for implementation, training, and ongoing support for multi-service clinical software applications used in the healthcare industry working with application coordinators to implement a comprehensive, standardized, integrated health care information system to support clinical software packages customizing site parameters and addressing integration issues training end-users on current software applications. Must submit and pass drug screening and criminal background check.
***This is position is not eligible for remote work. We require onsite employment.***
Teller/Personal Banker
Drummond, MT job
:
This position will assist in coordinating professional and knowledgeable assistance to all customers. They will receive calls and respond to customer inquiries and concerns, they will handle daily transactions and questions in accordance with Bank policies and procedures.
The Teller/Personal Banker will handle all functions of personal banking, new accounts, inquires and problem accounts in accordance with the Bank's policies and procedures.
This position must be flexible in dealing with the needs of customers, several team members, and departments. The Teller/Personal Banker will serve as an advocate of the Bank, promote the Bank's products, services, and overall Citizens Alliance Bank's brand.
The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set.
Essential Functions
:
To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
1. Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments.
2. Assist with end of day processing and check imaging work checking for accuracy prior to submitting.
3. Provide account information, answer customer inquiries and requests, and complete telephone transfers in compliance with Citizens Alliance Bank's policies and procedures.
4. Open all types of new deposit accounts, resolve problems, and show customers how to access and manage their products and services to take full advantage of their Citizens Alliance Bank relationship.
5. Uses effective selling techniques while promoting and selling additional products and services to create product interest and generate customer action. Actively pursues potential customers and recognizes quality potential customers through interviewing.
6. Conducts all customer contact to complete all required documentation in compliance with bank policy and banking regulations.
7. Services all retail and business deposit accounts, while promoting and selling additional products and services.
8. Displays knowledge and proficiency in the bank's products and services to act as a liaison between customers and the bank to build long-term customer relationships.
9. Proactively makes personal contacts and/or telephone calls to existing customers and maintains contact with existing customers to cultivate customer relationships.
10. Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank.
11. Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise.
12. Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts.
13. Maintains knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow.
14. The ability to read, interpret, and apply appropriate policies, procedures, or operating manuals.
15. Maintain complete confidentiality regarding sensitive customer and proprietary information.
16. Must be able to remain in a standing or stationary position 50% of the time.
17. Must occasionally lift 30 pounds.
18. All employees are expected to exemplify and follow our core values.
19. Regular attendance and punctuality when reporting to work.
20. Travel for trade and industry schools and seminars as needed.
21. This position may require installation of a Multi-Factor Authentication (MFA) app on an employee's personal mobile device. THE MFA apps are used to authenticate a user's identity to the system for security purposes.
22. Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank's policies and procedures.
23. Perform other duties as assigned and requested.
Core Values
:
Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest.
Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities.
Finds A Way - This simply put, is nothing more than attitude. It's a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.
Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day.
Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it's about ownership. When an employee says they will do something, they follow through and get it done.
Experience and Education
:
- High School diploma or GED, etc.
- Continuing Education to maintain job knowledge.
Preferred - One to Three years of banking experience.
Preferred - One to Three years of Administrative or customer service experience.
Preferred - Proficiency in Microsoft Office Suite
The employer has the right to revise this position description at any time. The position description is not a contract for employment.
Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.
Advisory | Accounting | Audit | Tax | Payroll
Great Falls, MT job
About Us
ITC Worldwide Advisors, LLP is a rapidly growing, modern provider of professional services to the middle market, operating globally. Our mission is to instill confidence in a world of change. Enable Transformation while doing more with less! Our exceptional people are the cornerstone of our unique culture and talent experience.
Responsibilities
* Understand clients' needs and expectations, their business and industry, accounting and control systems, employees, company values, and industry-related GAAP and GAAS issues.
* Develop an understanding of the ITC audit automation approach and ERP tools.
* Assess risks and evaluate the client's internal control structure.
* Perform substantive tests and tests of internal controls to identify and resolve accounting or reporting issues.
*Prepare financial statements under prescribed formats.
Required Skills and Qualifications
* Completion of 90+ credit hours towards a B.A. / B.S. degree or equivalent from an accredited university in Accounting or Finance.
* You must have passed your ACCA, CPA, CFA, or CIMA exam.
N.B: We kindly request you to complete a brief survey. Your feedback will help us enhance the candidate experience and ensure we attract the best talent.
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Next Steps: Once you have completed the survey, please proceed with your job application as instructed.
Learn more:****************************************************************
Teller - Great Falls West - 40Hrs
Great Falls, MT job
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
In this role you will:
Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
Complete operational activities while minimizing risks under established policies
Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
Receive direction from managers and exercises judgment within defined policies and procedures
Escalate questions and issues to more experienced roles
Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
Identify information and services to meet customers financial needs
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
6+ months of experience interacting with people, demonstrated through work, military, or education (remove if not needed)
Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program
Customer service focus with experience handling complex transactions across multiple systems
Ability to educate and connect customers to technology and share the value of mobile banking options
Ability to interact with integrity and professionalism with customers and team members
Experience working with others on a team to meet customer needs
Cash handling experience
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Well-organized, independent and able to prioritize in a fast-paced environment
Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
Ability to work a schedule that may include most Saturdays
This position is not eligible for Visa sponsorship
Posting Location:
1400 3rd St NWGREAT FALLS, MT 59404
Posting End Date:
14 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Mortgage Loan Processor I
Kalispell, MT job
Mortgage Loan Processor I
Organizational Relationships: Reports to Mortgage Loan Servicing Supervisor
Supervisory Responsibilities: N/A
General Function: Process early disclosures, re-disclosures, and closing disclosures for consumer real estate loans according to regulation and WCU policy. Assist Originators with member contact regarding their real estate application and any additional information needed to process the application. Scrub application & information in Mortgage Bot for accuracy and completeness. Offer clerical and customer service support to all members of mortgage lending departments.
Position Functions:
Assist Mortgage Lending Department staff on a daily basis and assist Member Business Lending Department as needed.
Process and disclose Loan Estimates, re-disclosures, closing disclosures, and loan closing documents.
Scrub real estate applications in mortgage lending software system to verify accuracy and completeness of application and supporting documents (tax returns, W2's, etc.)
Serve as liaison between Member and Originator for missing or incomplete information needed to process the real estate application.
Assist with processing of real estate restructures, including but not limited to document processing, obtaining and adding restructure information to member accounts as needed.
Prioritize loan pipeline at the beginning of each workday to determine most important and time-sensitive tasks and projects; check pipeline at the end of each workday, to determine which tasks need to be done as soon as possible on the following workday.
Work closely with Title Specialists to prepare closing disclosure and closing documents for review in order to ensure accuracy.
Address compliance alerts and coordinate with Quality Assurance team to prepare any documentation needed for correction.
Report to work on time and as scheduled.
Perform other duties as assigned.
Position Requirements:
Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.
Ability and willingness to interact calmly and professionally with people from all backgrounds.
Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.
Ability to follow oral and written instructions.
Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others' work styles.
Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.
Ability to lift up to 15 lbs., with or without accommodation.
Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines.
Adhere to all Whitefish Credit Union policies and procedures.
Protect Member and Whitefish Credit Union confidential information.
Required Education and Experience:
High school diploma or equivalent.
1-2 years' professional experience with accounting or lending procedures preferred.
This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.
Auto-ApplyCase Underwriter II
Helena, MT job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Trustmark is looking for a Case Underwriter to join the organization.
Responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes.
**Key Accountabilities**
+ Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory. All cases are reviewed with manager or higher level underwriter until proficiency is achieved. At full proficiency, underwriting authority is a maximum of 5,000 life case or $500,000 of annualized premium.
+ Reviews enrollment and participation trends in assigned territory and makes recommendations to optimize opportunity for sales while minimizing risk.
+ Provides monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue cases.
+ Continually asks questions to grow and better understand our products and procedures. Develops and grows relationship with Implementation Managers to gain their confidence in decisions.
+ Understands non-standard broker arrangements and enrollment company strengths and weaknesses.
+ Identifies elements of a successful enrollment and makes recommendations that will create value.
+ Works with reinsurer on cases that require facultative review.
**Minimum Requirements**
+ Bachelor's Degree and/or 2 - 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$61,412.00 - $88,706.00 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
PT-Teller/Personal Banker
Philipsburg, MT job
This position will assist in coordinating professional and knowledgeable assistance to all customers. They will receive calls and respond to customer inquiries and concerns, they will handle daily transactions and questions in accordance with Bank policies and procedures.
The PT - Teller/Personal Banker will handle all functions of personal banking, new accounts, inquires and problem accounts in accordance with the Bank's policies and procedures.
This position must be flexible in dealing with the needs of customers, several team members, and departments. The PT - Teller/Personal Banker will serve as an advocate of the Bank, promote the Bank's products, services, and overall Citizens Alliance Bank's brand.
The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set.
Essential Functions:
To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
1. Processes transaction through a teller platform which many include verifying incoming cash, accurately dispersing cash and accepting various deposits and payments.
2. Assist with end of day processing and check imaging work checking for accuracy prior to submitting.
3. Provide account information, answer customer inquiries and requests, and complete telephone transfers in compliance with Citizens Alliance Bank's policies and procedures.
4. Open all types of new deposit accounts, resolve problems, and show customers how to access and manage their products and services to take full advantage of their Citizens Alliance Bank relationship.
5. Uses effective selling techniques while promoting and selling additional products and services to create product interest and generate customer action. Actively pursues potential customers and recognizes quality potential customers through interviewing.
6. Conducts all customer contact to complete all required documentation in compliance with bank policy and banking regulations.
7. Services all retail and business deposit accounts, while promoting and selling additional products and services.
8. Displays knowledge and proficiency in the bank's products and services to act as a liaison between customers and the bank to build long-term customer relationships.
9. Proactively makes personal contacts and/or telephone calls to existing customers and maintains contact with existing customers to cultivate customer relationships.
10. Maintains knowledge of and understands the financial needs of customers and other products and services available through the bank.
11. Answer phones and/or complete telephone requests. Collaborate with Operations Help Desk to resolve complex account inquiries as they arise.
12. Verify account balances, provide account information to customer, and print copies of items and/or statements from customer accounts.
13. Maintains knowledge and understanding of Internal Service Standards and procedures for the department and departments that are a part of the workflow.
14. The ability to read, interpret, and apply appropriate policies, procedures, or operating manuals.
15. Maintain complete confidentiality regarding sensitive customer and proprietary information.
16. Must be able to remain in a standing or stationary position 50% of the time.
17. Must occasionally lift 30 pounds.
18. All employees are expected to exemplify and follow our core values.
19. Regular attendance and punctuality when reporting to work.
20. Travel for trade and industry schools and seminars as needed.
21. This position may require installation of a Multi-Factor Authentication (MFA) app on an employee's personal mobile device. THE MFA apps are used to authenticate a user's identity to the system for security purposes.
22. Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank's policies and procedures.
23. Perform other duties as assigned and requested.
Core Values:
Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest.
Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities.
Finds A Way - This simply put, is nothing more than attitude. It's a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.
Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day.
Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it's about ownership. When an employee says they will do something, they follow through and get it done.
Education and Experience:
- High School diploma or GED, Etc.
- Continuing Education to maintain job knowledge.
Preferred - One to Three years of banking experience.
Preferred - One to Three years of Administrative or customer service experience.
Preferred - Proficiency in Microsoft Office Suite
The employer has the right to revise this position description at any time. The position description is not a contract for employment.
Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.