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Senior Specialist jobs at JPMorgan Chase & Co. - 29 jobs

  • PXT P&A - Alternative Reporting Finance & Product Support

    Jpmorgan Chase 4.8company rating

    Senior specialist job at JPMorgan Chase & Co.

    Join us in a highly visible and exciting new role! The Product Experience and Technology (PXT) Planning & Analysis (P&A) team directly supports the PXT CFO. The team provides financial analyses and perspective to senior management, which support decision-making. In addition to managing traditional financial planning workstreams, such as the monthly forecast process, business reviews, and annual budget, the PXT P&A team also helps to craft the team's reporting strategy and execute on data visualization and automation initiatives. As a Vice President on the Product Experience and Technology Planning & Analysis team, you will have the opportunity to contribute to key business strategies and financial performance through your analytical skills. You will be instrumental in public disclosures at Investor Day and industry conferences, and will use dashboards to provide real-time insights to our leadership team. Your role will involve supporting financial processes and reporting, coordinating materials for leadership meetings, creating ad-hoc analytics for senior management, and ensuring data integrity in all financial reporting. You will also have the chance to promote change through defining dashboard requirements and automation, and to collaborate with other business lines to ensure compliance and understanding of financial planning. **Job responsibilities** + Manage the bi-weekly/monthly financial planning, forecasting, reporting and analysis, as well as budget, controls governance, and project planning + Oversee the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years + Distill and refine financial storytelling and variance analysis + Coordinate materials for leadership team meetings (e.g., Business Reviews) and external forums (i.e., Investor Day and industry conferences) + Create ad-hoc analytics and presentations for senior management (e.g., Leadership Offsites; Town Hall presentations; competitor analysis) + Drive change, including defining dashboard requirements and automation + Enhance consistency and efficiency across existing processes and reporting to meet changing needs of the business + Partner with other sub lines of businesses (LOBs) to ensure compliance and understanding of financial planning **Required qualifications, capabilities, and skills** + Bachelor's degree in Accounting/Finance + 7+ years of work experience in financial planning and analysis for retail financial services + Ability to multi-task, work well under pressure, and keen attention to detail + Excellent relationship management skills and ability to drive change across a large, complex organization + Strong analytical, critical thinking, and problem-solving skills + Ability to distill large quantities of information (both data and qualitative content) into main takeaways + Team-oriented, and high energy level with passion for driving quantifiable business results + Exercises sound judgment and observes the highest degree of confidentiality + Ability to communicate and present to partners and senior leaders (both oral and written) + Expert knowledge of Microsoft Office (PowerPoint and Excel) and Essbase + Experience with data analytics and visualization tools (e.g., Alteryx, Tableau) Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $82k-105k yearly est. 10d ago
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  • PXT P&A - Alternative Reporting Finance & Product Support

    Jpmorganchase 4.8company rating

    Senior specialist job at JPMorgan Chase & Co.

    Join us in a highly visible and exciting new role! The Product Experience and Technology (PXT) Planning & Analysis (P&A) team directly supports the PXT CFO. The team provides financial analyses and perspective to senior management, which support decision-making. In addition to managing traditional financial planning workstreams, such as the monthly forecast process, business reviews, and annual budget, the PXT P&A team also helps to craft the team's reporting strategy and execute on data visualization and automation initiatives. As a Vice President on the Product Experience and Technology Planning & Analysis team, you will have the opportunity to contribute to key business strategies and financial performance through your analytical skills. You will be instrumental in public disclosures at Investor Day and industry conferences, and will use dashboards to provide real-time insights to our leadership team. Your role will involve supporting financial processes and reporting, coordinating materials for leadership meetings, creating ad-hoc analytics for senior management, and ensuring data integrity in all financial reporting. You will also have the chance to promote change through defining dashboard requirements and automation, and to collaborate with other business lines to ensure compliance and understanding of financial planning. Job responsibilities Manage the bi-weekly/monthly financial planning, forecasting, reporting and analysis, as well as budget, controls governance, and project planning Oversee the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years Distill and refine financial storytelling and variance analysis Coordinate materials for leadership team meetings (e.g., Business Reviews) and external forums (i.e., Investor Day and industry conferences) Create ad-hoc analytics and presentations for senior management (e.g., Leadership Offsites; Town Hall presentations; competitor analysis) Drive change, including defining dashboard requirements and automation Enhance consistency and efficiency across existing processes and reporting to meet changing needs of the business Partner with other sub lines of businesses (LOBs) to ensure compliance and understanding of financial planning Required qualifications, capabilities, and skills Bachelor's degree in Accounting/Finance 7+ years of work experience in financial planning and analysis for retail financial services Ability to multi-task, work well under pressure, and keen attention to detail Excellent relationship management skills and ability to drive change across a large, complex organization Strong analytical, critical thinking, and problem-solving skills Ability to distill large quantities of information (both data and qualitative content) into main takeaways Team-oriented, and high energy level with passion for driving quantifiable business results Exercises sound judgment and observes the highest degree of confidentiality Ability to communicate and present to partners and senior leaders (both oral and written) Expert knowledge of Microsoft Office (PowerPoint and Excel) and Essbase Experience with data analytics and visualization tools (e.g., Alteryx, Tableau) Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.
    $83k-105k yearly est. Auto-Apply 13d ago
  • Senior Private Aviation Specialist (West Coast) - Velocity Black (Remote)

    Capital One 4.7company rating

    Columbus, OH jobs

    Velocity Black, a Capital One company, harnesses the power of artificial intelligence, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. It's concierge, reimagined for the digital age. By harnessing 24/7 chat, AI, and mobile payments, we help our customers do more and be more in the digital age. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts. Make a custom request through the app and you will be chatting to our team within 1 minute, 24/7/365. What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. We are looking for a talented and results driven Senior Private Aviation Specialist, with experience as a private jet broker. The role will require a hands on approach, with ownership of the entire sales cycle. **General Responsibilities:** + Receive requests, and propose the best aircraft for the trip, working closely with partnered suppliers + Understand trip needs and articulate options to best suit their individual requirements + Strengthen and expand relationships with suppliers in the United States + Full ownership of a request from start to finish, ensuring the service is exceptional and seamless + Contract management and negotiations + Ability to take initiative and work on expanding the department by engaging in additional responsibilities **What we are looking for:** + Adaptability and multitasking + 'Yes first' mentality + Strong analytical skills and extremely strong attention to detail + Experience working with ultra high net worth individuals + Entrepreneurial, problem-solving attitude + Excellent, clear and effective verbal and written communication skills + Experience in a collaborative and transparent environment + Ability to work in high-pressure environment with tight deadlines + Flexible working hours - available to work on evenings and weekends **Basic Qualifications: ** + High School Diploma, GED, or Equivalent Certification + At least 2 years experience as a private jet broker **Preferred Qualifications:** + 3+ years experience as a private jet broker **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $80,800 - $92,200 for SA, Premium Concierge Specialist (BGCZ40) Richmond, VA: $80,800 - $92,200 for SA, Premium Concierge Specialist (BGCZ40) Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $80.8k-92.2k yearly 40d ago
  • Senior Private Aviation Specialist (West Coast) - Velocity Black (Remote)

    Capital One 4.7company rating

    Richmond, VA jobs

    Velocity Black, a Capital One company, harnesses the power of artificial intelligence, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. It's concierge, reimagined for the digital age. By harnessing 24/7 chat, AI, and mobile payments, we help our customers do more and be more in the digital age. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts. Make a custom request through the app and you will be chatting to our team within 1 minute, 24/7/365. What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. We are looking for a talented and results driven Senior Private Aviation Specialist, with experience as a private jet broker. The role will require a hands on approach, with ownership of the entire sales cycle. General Responsibilities: Receive requests, and propose the best aircraft for the trip, working closely with partnered suppliers Understand trip needs and articulate options to best suit their individual requirements Strengthen and expand relationships with suppliers in the United States Full ownership of a request from start to finish, ensuring the service is exceptional and seamless Contract management and negotiations Ability to take initiative and work on expanding the department by engaging in additional responsibilities What we are looking for: Adaptability and multitasking ‘Yes first' mentality Strong analytical skills and extremely strong attention to detail Experience working with ultra high net worth individuals Entrepreneurial, problem-solving attitude Excellent, clear and effective verbal and written communication skills Experience in a collaborative and transparent environment Ability to work in high-pressure environment with tight deadlines Flexible working hours - available to work on evenings and weekends Basic Qualifications: High School Diploma, GED, or Equivalent Certification At least 2 years experience as a private jet broker Preferred Qualifications: 3+ years experience as a private jet broker At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $78,400 - $89,500 for SA, Premium Concierge Specialist (BGCZ40) Richmond, VA: $78,400 - $89,500 for SA, Premium Concierge Specialist (BGCZ40) Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $78.4k-89.5k yearly Auto-Apply 42d ago
  • Senior Specialist (ATM Ops Support)

    Keybank 4.4company rating

    Brooklyn, OH jobs

    Hours: Monday - Friday: 8:00 am - 4:30 pm, 1/2 day Saturday on a Rotational Basis The Senior ATM Operations Support Specialist is responsible for overseeing and ensuring the efficient operation, maintenance, and support of Automated Teller Machine (ATM) networks. This role involves managing complex technical issues, coordinating with vendors, and providing advance operational support to maintain high availability and security standards for ATM services. Essential Functions ATM Network Management: Monitor and maintain ATM systems to ensure optimal performance and uptime. Technical Support: Provide advanced troubleshooting and resolution for hardware, software and connectivity issues. Vendor Coordination: Liaise with ATM manufacturers, service providers, and network partners to resolve escalated issues and implement upgrades. Compliance & Security: Ensure ATMs comply with regulatory requirements, security protocols, and industry standards. Process Improvement: Identify opportunities to streamline operations, reduce downtime, and enhance customer experience. Reporting & Analysis: Generate and analyze performance reports, transaction data, and incident logs to identify trends and recommend solutions. Project Support: Assist in ATM deployment projects, including installation, configuration, and testing of new machines or software updates. Training and Mentorship: Provide guidance and training to junior team members on best practices and troubleshooting techniques. Education High School Diploma or GED (required) Bachelor's Degree or equivalent experience (preferred) Work Experience Minimum 3 years of operations experience (required) Skills Working knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations. Extensive experience with customer service concepts and techniques; ability to meet or exceed customer needs and expectations and provide excellent service in a direct or indirect manner. Working knowledge of back-office operations; ability to implement the practices, processes, technologies, and applications associated with banking transaction processing and records management. Working knowledge of major production application systems used for delivery of services to internal and external clients; ability to leverage major production application systems in diverse situations. Extensive experience with the importance of meeting or exceeding established targets; ability to drive critical activities to completion. Extensive experience in understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision. Extensive experience with approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations. Extensive experience with the concepts and principles of Gemba Kaizen methodology; ability to identify and eliminate manufacturing waste through iterative improvements to processes. Extensive experience with understanding the necessity for continuous personal growth and learning; ability to gauge one's strengths, limitations and interests accurately, and use this knowledge for purposes of performance effectiveness self-development. Extensive experience with successful approaches and techniques for dealing with change; ability to adapt to a changing environment and be comfortable with change. Extensive experience with collaborative techniques; ability to work with a variety of individuals and groups in a constructive and collaborative manner. Extensive experience with effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. Basic understanding of processes, tools and techniques for assessing and controlling an organization's exposure to risks of various kinds; ability to apply knowledge of risk management appropriately to diverse situations. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct. Physical Demands General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Work Location Category Hybrid (2+ days) COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $20.19 - $30.77 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 03/11/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $20.2-30.8 hourly Auto-Apply 6d ago
  • Sr. Specialist, Credit

    Keybank 4.4company rating

    Brooklyn, OH jobs

    This position provides support, subject matter expertise, and drives data integrity and consistency in the various underwriting and loan accounting systems used within Commercial Underwriting. This function includes validation of data elements related to commercial underwriting, report preparation and underwriting related monitoring. ESSENTIAL JOB FUNCTIONS Execute preventative controls to assess consistency, quality, and adherence to policy/procedures. Perform post-approval reviews ensuring data integrity and consistency between write-ups and the various systems utilized within the underwriting process. This includes but is not limited to accuracy of risk ratings, NAICS code, credit review dates/maturity dates, covenants etc. Communicate data errors to responsible parties ensuring timely data correction. Perform manual risk rating changes and/or validations ensuring timeliness and accuracy. Compile reports and communicate risk rating changes to appropriate loan accounting systems Compile reports summarizing volume of risk rating changes, data integrity errors, etc. Review and research suspect reports from underwriting and loan accounting systems ensuring that any data anomalies are corrected or justified. Assist Loan Support Manager with maintenance and update of procedures Assist with compiling credit files for internal/external audits Order tax transcripts to assist with credit approval process Support and participate in underwriting related projects as needed. Examples could include process improvements, implementing change across underwriting, credit, and the line of business, etc. Assist with identification and escalation of risk Preferred QUALIFICATIONS Familiarity with, and understanding of, traditional and automated commercial credit underwriting/approval methodologies and their use. Proficiency using Automated Financial Systems (AFS) commercial accounting and billing systems such as CLS and Hogan. Familiarity with LIQ (loan IQ) and Aspire Familiarity with reviewing credit approval write-ups with preferred experience using Salesforce/nCino, or Key's Credit Write-up & Approval (CWA) underwriting systems. Satisfactory understanding and knowledge of commercial credit policies and procedures Required QUALIFICATIONS High school graduate or equivalent work experience, some college preferred. Ability to pay close attention to detail with strong organizational, time management and prioritization skills. Ability to work well individually as well as part of a team. Proficientcy using Microsoft Office Suite (i.e. Outlook, Excel, Word) COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $19.23 - $27.88 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 01/30/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid
    $19.2-27.9 hourly Auto-Apply 6d ago
  • SBA Closing Specialist- CBG Operations (Remote Opportunity)

    Regions Bank 4.1company rating

    Birmingham, AL jobs

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the SBA Closing Specialist is responsible for managing the loan processing/closing process, from loan approval through booking and funding for SBA 7 (a), Express, and 504 government guaranteed loans. This includes working directly with and leading the coordination of SBA client borrowers, SBA Specialist, Assistants, internal staff, closing attorney firm, and applicable third parties (i.e. insurance companies) as required. The scope includes the collection, review, and approval of required documents, in addition to performing searches, preparing flood review packages, overseeing collateral perfection, and confirming satisfaction of equity requirements. Will be responsible for resolving any issues that come up during the closing process. Primary Responsibilities Reviews approved loan packages received from Underwriting to include credit memos, commitment letters, terms and conditions to ensure critical components have been provided by the lending officer for the documentation process Manages the most complex transactions, requiring a high degree of autonomy and the ability to draw upon expertise and knowledge in the SBA documentation process Accurately and quickly determines documentation requirements based on SBA SOP and Regions Credit Policy guidance Creates and maintains the closing checklist Trains and mentors more junior team members Monitors Closing Team Portfolio for assignments and peer reviews Coordinates and leads communications with the borrower, SBA Specialist, Assistants, internal staff, and closing attorneys Sets up third party engagements commensurate with credit approval, including but not limited to attorneys, real estate and business appraisers, etc. Identifies, requests, and reviews critical documents related to entity searches, UCC searches, flood determinations, construction financing, and other required supporting documentation and has authority to resolve key issues related to these pieces Submits applications through the appropriate SBA systems (ETran and SBA One) for guaranty authorizations Prepares various loan documents for closing Prepares or coordinates the preparation of legal documents in response to issues discovered during the closing process to mitigate risks associated with SBA or Regions Program requirements Confirms satisfaction of loan approval terms and equity requirements prior to closing Ensures post-closing booking, funding, and title searches are properly administered and documented Independently monitors loan packages throughout the process to identify potential risks related to the effective and efficient processing of the loan and to protect the Bank's interests Maintains currency with SBA SOP requirements, procedures, and changes This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. Requirements High School Diploma or GED Six (6) years of SBA closing experience and knowledge of SBA loan program requirements or equivalent work experience Advanced commercial credit knowledge including loan closing, legal documentation, construction financing, and exceptions Expertise in reviewing insurance, title work, surveys, collateral, lien filings, appraisals, construction due diligence, and environmental reports Experience working with commercial sales associates, underwriters, paralenders, insurance firms, and attorneys Expertise in use of computers, Microsoft Office (Excel, Word, Outlook) Experience with commercial loan systems Preferences Advanced knowledge of SBA's SOP requirements and regulations with ability to work on the most complex loan files Specialized training in title, real estate, government programs (SBA), and specialized lending programs Experience with nCino and/or related Salesforce platforms Experience with SBA systems (ETran, SBA One, TSOFT) Experience with LaserPro Bachelor's degree or certification as a paralegal Skills and Competencies Demonstrated strong verbal and written communication skills for the purpose of explaining the loan closing process, exceptions and associated legal documentation to internal/external clients and appropriate counsel Strong communication and interpersonal skills Strong organizational skills and the ability to handle multiple tasks under tight time constraints If located within the Birmingham metro area, in office expectations will be Monday-Thursday. Opportunity could be remote if located outside of Birmingham. This position may be filled at a higher level depending on the candidate's qualifications and relevant experience. Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $67,250.00 USD Median: $84,970.00 USD Incentive Pay Plans: This job is not incentive eligible. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* Location DetailsRiverchase Complex North BuildingLocation:Hoover, Alabama Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
    $27k-34k yearly est. Auto-Apply 20d ago
  • Sr CRA Specialist

    Fifth Third Bank, N.A 4.6company rating

    Cleveland, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Leading Internal and External Sales and Partnership meetings + Assist CRA MLO colleagues with General Loan Support and Business Development + Membership in real estate trade association and or nonprofit partners board or committee involvement + Maintain and grow internal relationships with Membership Advantage, Community Economic Development team, Business Resource Groups and Financial Center One Bank Teams + Develop and maintain CRA prospects & referral contacts (realtors, builders, professional and personal contacts). + Act as peer mentor Newly Hired CRA MLO + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. + Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. + Conduct and coordinate homebuyer-training seminars for CRA potential applicants. + Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. + Follow defined protocol for escalation of exceptions. + Take applicant applications by completing Fannie Mae form 1003 on the laptop. + Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. + Manage pipelines for all originated loans through closing and complete required management reports. + Communicate with applicants and/or referral sources by providing timely updates and progress reports. + Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. + Attend and participate in all Consumer Lending meetings as required by management. + This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or equivalent mandatory. Four-year college degree preferred. + Knowledge of conventional and/or government lending guidelines. + Knowledge of residential mortgage processing, underwriting, and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Demonstrated organizational skills. + Strong written and verbal communications skills. + Demonstrated teamwork and customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in a competitive environment. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Sr CRA Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cleveland, Ohio 44119 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $92k-121k yearly est. 60d+ ago
  • Sr CRA Specialist

    Fifth Third Bank 4.6company rating

    Cleveland, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Leading Internal and External Sales and Partnership meetings Assist CRA MLO colleagues with General Loan Support and Business Development Membership in real estate trade association and or nonprofit partners board or committee involvement Maintain and grow internal relationships with Membership Advantage, Community Economic Development team, Business Resource Groups and Financial Center One Bank Teams Develop and maintain CRA prospects & referral contacts (realtors, builders, professional and personal contacts). Act as peer mentor Newly Hired CRA MLO Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Conduct and coordinate homebuyer-training seminars for CRA potential applicants. Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. Follow defined protocol for escalation of exceptions. Take applicant applications by completing Fannie Mae form 1003 on the laptop. Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. Manage pipelines for all originated loans through closing and complete required management reports. Communicate with applicants and/or referral sources by providing timely updates and progress reports. Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. Attend and participate in all Consumer Lending meetings as required by management. This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: High school diploma or equivalent mandatory. Four-year college degree preferred. Knowledge of conventional and/or government lending guidelines. Knowledge of residential mortgage processing, underwriting, and closing procedures. Knowledge of federal lending regulations governing real estate lending. Demonstrated organizational skills. Strong written and verbal communications skills. Demonstrated teamwork and customer service skills. Proven computer skills. Basic sales technique skills. Strong desire to excel in a competitive environment. This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Sr CRA Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cleveland, Ohio 44119 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $92k-121k yearly est. Auto-Apply 60d+ ago
  • Senior Quality Assurance Specialist

    PNC Financial Services Group, Inc. 4.4company rating

    Strongsville, OH jobs

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Quality Assurance Specialist within PNC's C&IB Technology - Treasury Management Solutions organization, you will be based in Pittsburgh, PA, Strongsville, OH, Dallas, TX, or Birmingham AL. This position is primarily based in a location within PNC's footprint. As a As a Quality Assurance Specialist within PNC's C&IB Technology - Treasury Management Solutions your responsibilities will include, but are not limited to: * Create and conduct API requests, collections, and environments in Postman for validation and assertions. * Collaborate with developers, QEs, and POs to understand requirements and define test scenarios. * Create and maintain test strategies, test cases, and test result documentation. * Track and report quality metrics including defect density, test coverage, and execution status using JIRA, X-Ray, and Confluence. * Participate in Agile ceremonies including sprint planning, code reviews, and retrospectives. Candidates must be proficient in: * Manual and automated testing environments * Selenium, Junit, Karate, Cucumber, and TestNG * Java, Python, and JavaScript * IntelliJ IDE * GIT, Bitbucket * MongoDB, SQL, and MySQL * JIRA PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Leads and reports on reviews and tests of software systems and products to verify compliance with applicable specifications and standards. * Leads the effort to work with software developers to resolves issues of incompliance through system modification, reconfiguration or workarounds. Establishes objectives for testing cycles. Develops test scenarios for unit, process, function, integration and acceptance testing . * Leads the team in planning and estimating quality assurance support requirements for new products, new functions and new components. Leads audits and reviews . * Oversees and leads the efforts to monitor adherence to quality standards in the development, implementation and upkeep of software products. Monitors effectiveness of the assurance process and tools . * Oversees the tracking of quality assurance metrics such as defect density and open defect counts. Oversees team members responsible for testing and inspection of products to determine compliance with specifications . PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Analytical Thinking, Controls Testing, Corporate Governance, Domain Knowledge, Mainframe Testing, Quality Assurance (QA), Quality Support, Software Testing, Test Case Development, Usability Testing Competencies Accuracy and Attention to Detail, Analytical Thinking, Influencing, Process Management, Products and Services, Software Development Life Cycle, Software Quality Assurance And Testing, Technical Documentation Management Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $55,000.00 - $112,700.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 12/03/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $55k-112.7k yearly 14d ago
  • Senior Quality Assurance Specialist

    PNC Financial Services Group, Inc. 4.4company rating

    Strongsville, OH jobs

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Quality Assurance Specialist within PNC's C&IB Technology - Treasury Management Solutions organization, you will be based in Pittsburgh, PA, Strongsville, OH, Dallas, TX, or Birmingham AL. This position is primarily based in a location within PNC's footprint. As a As a Quality Assurance Specialist within PNC's C&IB Technology - Treasury Management Solutions your responsibilities will include, but are not limited to: * Create and conduct API requests, collections, and environments in Postman for validation and assertions. * Collaborate with developers, QEs, and POs to understand requirements and define test scenarios. * Create and maintain test strategies, test cases, and test result documentation. * Track and report quality metrics including defect density, test coverage, and execution status using JIRA, X-Ray, and Confluence. * Participate in Agile ceremonies including sprint planning, code reviews, and retrospectives. Candidates must be proficient in: * Manual and automated testing environments * Selenium, Junit, Karate, Cucumber, and TestNG * Java, Python, and JavaScript * IntelliJ IDE * GIT, Bitbucket * MongoDB, SQL, and MySQL * JIRA Preferred proficiencies: * Mainframe testing * Domain knowledge of liquidity PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Leads and reports on reviews and tests of software systems and products to verify compliance with applicable specifications and standards. * Leads the effort to work with software developers to resolves issues of incompliance through system modification, reconfiguration or workarounds. Establishes objectives for testing cycles. Develops test scenarios for unit, process, function, integration and acceptance testing . * Leads the team in planning and estimating quality assurance support requirements for new products, new functions and new components. Leads audits and reviews . * Oversees and leads the efforts to monitor adherence to quality standards in the development, implementation and upkeep of software products. Monitors effectiveness of the assurance process and tools . * Oversees the tracking of quality assurance metrics such as defect density and open defect counts. Oversees team members responsible for testing and inspection of products to determine compliance with specifications . PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Analytical Thinking, API Automation, Controls Testing, Corporate Governance, Karate Framework, Mainframe Testing, Quality Assurance (QA), Quality Support, Software Testing, Test Case Development, Usability Testing Competencies Accuracy and Attention to Detail, Analytical Thinking, Influencing, Process Management, Products and Services, Software Development Life Cycle, Software Quality Assurance And Testing, Technical Documentation Management Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $55,000.00 - $112,700.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 01/05/2026, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $55k-112.7k yearly 14d ago
  • Operations Specialist Sr (Asset Management Group)

    PNC Financial Services Group, Inc. 4.4company rating

    Ohio jobs

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Operations Specialist Sr, within PNC's AMG Operations Fees organization, you will be based in Cleveland, OH. The position is primarily based in a PNC location. Responsibilities require time in the office. Some responsibilities may be performed remotely, at the manager's discretion. This role goes in-office to the Cleveland, OH location at a minimum of twice per month, at this time. Core hours for this role are Monday - Friday, 7:30 am EST - 4:00 pm EST. An Operations Specialist Sr typically begins the day by organizing work that arrived after the previous day's 1:30 PM deadline that were not completed the day prior. Each day includes managing assigned daily tasks, which outline specific responsibilities, while balancing additional work that comes in throughout the day and covering for colleagues who are out of the office. A daily huddle occurs at 9:30 AM, followed by processing tasks. Once processing is complete, the expectation is to move into verification and review peers' work as you progress in the role. Beyond core responsibilities, the role may involve fee recalculations, updating procedures, and participating in training. This position is in the Fee Unit which is responsible for calculating and processing the fees for the services provided by the Asset Management Group for both Institutional and Wealth Management Clients. These fees comprise a large portion of the annual AMG Revenue. The team also calculates the fees that are due to the co-trustees on applicable accounts. The primary work set of this position will be setting up new accounts, coding the accounts with fee schedules, fee cycles, effective dates, fee schedule rates and ranges and ensuring the accounts have been set up correctly for the calculation of Market Value, Income and Transaction based fees. The Team is also responsible for maintaining existing accounts as directed by the Line of Business and updating coding in multiple systems. Team members calculate and prorate fees using Microsoft Excel and/or Revport and are responsible for closing accounts, documenting all work in Microsoft OneNote and posting the fees in the system. Each team member is responsible for verifying the processing and calculations for other team members, researching and handling fee related questions via email or phone with the Line of Business. The ideal candidate will have a high attention to detail along with critical thinking skills, analytical skills, intermediate to advanced Excel skills (formulas, queries, v-lookups, index matches, tables), problem solving skills, the ability to continually multi-task and re-prioritize, organizational skills to meet deadlines, effective communications skills and be comfortable interacting with individuals across many departments and hierarchies. Prior fund accounting, sub-accounting, securities or trust experience is highly desired but not required. System wise, aside from Revport, you will work out of Siebel, and/or AMTrust. We seek motivated, driven and creative individuals that enjoy working as part of a team in a high energy environment which thrives on innovation and ingenuity. You will work together to create new solutions which will provide our clients with an exceptional customer experience. Valued opinions, supported by collaborative teams, impact the success of AMG Operations PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Executes complex transactions/processes utilizing standard procedures. May have specific responsibility for one or multiple specialized products or functional areas. * Reconciles complex transactions of high risk and financial value in accordance with established policies and procedures. Identifies and addresses exceptions and serves as a point of escalation for complex transactions. Partners internally with service partners to route calls, documents or other action items to complete transactions. Interacts with external customers to complete transactions. * Ensures the appropriate materials, documentation and capacity are available to complete transactions. * Provides consultation and advice to internal and external customers. Reviews existing processes, recommends improvements and drives implementation. Serves as a subject matter resource for process improvement projects. Trains and onboards new hires. * Reviews transactions and related documents and verifies work processes to ensure completeness, accuracy and conformance to established service levels and applicable procedures. Reviews reports to identify exceptions, monitor quality and ensure compliance. Participates in risk mitigation activities. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability, Customer Solutions, Ensure Compliance, Personal Initiative, Process Improvements, Results-Oriented, Risk Mitigation Strategies, Standard Operating Procedure (SOP) Competencies Accuracy and Attention to Detail, Effective Communications, Managing Multiple Priorities, Operational Functions, Problem Solving, Process Management, Products and Services, Standard Operating Procedures Work Experience Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $37,000.00 - $63,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 12/11/2025, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $37k-63.5k yearly 39d ago
  • Capital Markets Senior Trader

    Fifth Third Bank 4.6company rating

    Columbus, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for the pricing, sale, and hedging of agency, whole, and portfolio loans in accordance with corporate objectives. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Analyze markets and position reports in order to make trading decisions. * Maintain position within FTMC trading policy limits with daily trading activity. * Ensure position reports are accurate and represent product that should be hedged. * Perform best execution analysis and take action to achieve optimal results, directing the shipping area. * Develop and maintain department procedures, ensuring procedures are appropriate and being followed. * Oversee rate sheet preparation and distribution, ensuring accuracy and timeliness. * Implement and maintain QRM risk management system. * Develop and train trading staff. * Identify and implement processes to improve results including electronic trading and specified pooling. * Forecast and report actual monthly gain/loss schedules. * Back-up Whole Loan Trader when required. * Responsible for mark to market of pipeline and hedge positions. * Maintain relationships with Wall Street dealers and investors. * Aid in product development and cross-sell efforts. * Coordinate whole loan package cross-sell through Fifth Third institutional sales group. #LI-RD1 SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Four-year college degree in Business, Finance, or related field preferred. * 5 or more years experience in Mortgage Banking and/or finance in loan brokerage and trading. * Knowledge of Mortgage Banking and/or lending practices and extensive knowledge of secondary mortgage market requirements including BMA guidelines, agency and other investor guidelines. * Strong background in fixed income and derivative products including options. * Detail orientation, effective communication skills, good analytic abilities, and experience with integrated software applications such as Microsoft Office. Capital Markets Senior Trader Total Base Pay Range 96,500.00 - 207,500.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $79k-95k yearly est. Auto-Apply 9d ago
  • Capital Markets Senior Trader

    Fifth Third Bank, N.A 4.6company rating

    Columbus, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for the pricing, sale, and hedging of agency, whole, and portfolio loans in accordance with corporate objectives. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Analyze markets and position reports in order to make trading decisions. + Maintain position within FTMC trading policy limits with daily trading activity. + Ensure position reports are accurate and represent product that should be hedged. + Perform best execution analysis and take action to achieve optimal results, directing the shipping area. + Develop and maintain department procedures, ensuring procedures are appropriate and being followed. + Oversee rate sheet preparation and distribution, ensuring accuracy and timeliness. + Implement and maintain QRM risk management system. + Develop and train trading staff. + Identify and implement processes to improve results including electronic trading and specified pooling. + Forecast and report actual monthly gain/loss schedules. + Back-up Whole Loan Trader when required. + Responsible for mark to market of pipeline and hedge positions. + Maintain relationships with Wall Street dealers and investors. + Aid in product development and cross-sell efforts. + Coordinate whole loan package cross-sell through Fifth Third institutional sales group. #LI-RD1 SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Four-year college degree in Business, Finance, or related field preferred. + 5 or more years experience in Mortgage Banking and/or finance in loan brokerage and trading. + Knowledge of Mortgage Banking and/or lending practices and extensive knowledge of secondary mortgage market requirements including BMA guidelines, agency and other investor guidelines. + Strong background in fixed income and derivative products including options. + Detail orientation, effective communication skills, good analytic abilities, and experience with integrated software applications such as Microsoft Office. Capital Markets Senior Trader Total Base Pay Range 96,500.00 - 207,500.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $79k-95k yearly est. 10d ago
  • Business Continuity Specialist Sr

    PNC Financial Services Group, Inc. 4.4company rating

    Strongsville, OH jobs

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Business Continuity Specialist Sr. within PNC's Business Resiliency organization, Enterprise Event Management Team, you will be based in Pittsburgh, PA, Strongsville, OH, Dallas, TX, Phoenix, AZ, or Birmingham, AL. This position is primarily based in a location within PNC's footprint. This role does require on-call rotation 24x7. Job Overview: * Individual contributor role responsible for quality monitoring and preparation of comprehensive assessments as it relates to day-to-day incidents or large scale planned or unplanned events. This includes Technology-related or local, state, national and global events that could affect the Bank operations and safety to employees (civil, political, economic, and natural). * Assess all hazards presenting risk and prepare to execute on response plans and coordinate resources to respond to events, emergencies, and disasters to mitigate potential risk or impacts to people, property and adverse customer experience. * You, in conjunction with others, will coordinate and execute the response needed for 24×7 support. * Working with the leadership and team members of Enterprise Event Management and all response teams to advance the program and execute plans, as well as monitoring and tracking of annual program activities are compliant to internal and regulatory requirements. * Serves as a point of contact responsible for leading the coordination of resources aligned to the designated response plans or a large business segment or group. * Responsible for adherence and ensuring activity aligns to the organization's Business Resiliency and/or Business Continuity program; including but not limited to the standard lifecycle of an event. * Responsible for the quality execution of the lifecycle at all levels of an incident or event. This includes but is not limited to crisis management, emergency management, contingency planning and disaster preparedness planning and testing. * Proactively participates as requested in lifecycle planning, including the business impact analysis, risk assessment, recovery planning and recovery testing. * Ensures the compliance of each aspect of all programs the Enterprise Event Management team supports. * Proactively partners with key leaders and partners on business continuity issues. * Continuously seeks out and provides recommended solutions to automate, consolidate or eliminate processes identified as being unsustainable and repeatable. * Completes training, testing, or exercise workshops for ongoing program advancement. * Maintain Key Risk or Key Performance indicators to satisfactory levels. * Develops assigned materials and standard operating procedures for leadership review and approval. * Is a champion for Event Management awareness throughout the Enterprise. * Serves as a frontline incident responder within the Enterprise Event Management team & PNC Watch Tower, executing real time assessment, triage, and escalation for all enterprise level incidents - including technology disruptions, life safety events, physical security threats, and operational hazards - to safeguard PNC's people, assets, operations, and brand. * Maintains continuous situational awareness and threat monitoring across all hazards and intelligence sources (e.g., technology alerts, physical security events, weather, geopolitical disruptions), synthesizing information rapidly to initiate protective actions, coordinate cross functional response, and ensure timely leadership notification. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description * Develops business continuity and disaster recovery plans; oversees testing, emergency response, and recovery. Provides insight on the selection of operating strategies for the continuation of the business within a recovery time objective. * Leads business recovery, crisis management, emergency management, contingency planning and disaster-preparedness planning. Provides support and expertise during live events. * Conducts, communicates, and maintains business continuity lifecycle planning and business impact analysis. Identifies and quantifies the potential impact of various disruptions and disaster scenarios. * Participates in the preparation of reporting for the LOB committee/executive on the compliance of business continuity processes, readiness, events and exercise results. May partner with audit and government regulators on business continuity issues. * Leads the development and enhancement of information on continuity processes, standards and initiatives. Provides support for the development and delivery of training on business continuity. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Auditing Operations, Business Resilience, Competitive Advantages, Crisis Management, Disaster Recovery Planning, Frontline Management, Process Design, Regulatory Compliance Competencies Contingency and Disaster Recovery, Crisis Management, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Industry Knowledge, Planning: Tactical, Strategic, Requirements Analysis Work Experience Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $55,000.00 - $135,850.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 01/16/2026, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
    $55k-135.9k yearly 3d ago
  • Small Business Specialist 3 - Columbus branches

    U.S. Bank 4.6company rating

    Columbus, OH jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Responsible for demonstrating excellent customer service in accordance with the U.S. Bank Core Values. Provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools with strong human connections to offer solutions to business customers. This job requires outside prospecting and sales activities to grow revenue and achieve the assigned financial targets and growth goals. Other responsibilities include account openings, identifying and opening product solutions and account servicing and maintenance for customers within the segment. Actively develops both internal and external relationships and collaborates with branch partners, centers of influence, clients and other business line partners. Refers clients to Business Banking and/or other U.S. Bancorp areas for additional needs. This position will support our Bexley, Blacklick Meijer, and German Village offices. This position also requires two or more hours of driving per week. Basic Qualifications - Bachelor's degree, or equivalent work experience - Typically three or more years of customer service, consultative sales and/or prospecting experience Preferred Skills/Experience - Comprehensive knowledge of applicable bank and branch policies, procedures and support systems - Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations - Basic knowledge of cash flow management and business credit underwriting - Effective written and verbal communication skills and can convey business recommendations in an effective manner This role requires working from a U.S. Bank location five (5) days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $25.63 - $34.18 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $59k-95k yearly est. Auto-Apply 4d ago
  • Capital Markets Senior Trader

    Fifth Third Bank 4.6company rating

    Cincinnati, OH jobs

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for the pricing, sale, and hedging of agency, whole, and portfolio loans in accordance with corporate objectives. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Analyze markets and position reports in order to make trading decisions. Maintain position within FTMC trading policy limits with daily trading activity. Ensure position reports are accurate and represent product that should be hedged. Perform best execution analysis and take action to achieve optimal results, directing the shipping area. Develop and maintain department procedures, ensuring procedures are appropriate and being followed. Oversee rate sheet preparation and distribution, ensuring accuracy and timeliness. Implement and maintain QRM risk management system. Develop and train trading staff. Identify and implement processes to improve results including electronic trading and specified pooling. Forecast and report actual monthly gain/loss schedules. Back-up Whole Loan Trader when required. Responsible for mark to market of pipeline and hedge positions. Maintain relationships with Wall Street dealers and investors. Aid in product development and cross-sell efforts. Coordinate whole loan package cross-sell through Fifth Third institutional sales group. #LI-RD1 SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Four-year college degree in Business, Finance, or related field preferred. 5 or more years experience in Mortgage Banking and/or finance in loan brokerage and trading. Knowledge of Mortgage Banking and/or lending practices and extensive knowledge of secondary mortgage market requirements including BMA guidelines, agency and other investor guidelines. Strong background in fixed income and derivative products including options. Detail orientation, effective communication skills, good analytic abilities, and experience with integrated software applications such as Microsoft Office. Capital Markets Senior TraderTotal Base Pay Range 96,500.00 - 207,500.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
    $79k-94k yearly est. Auto-Apply 12d ago
  • Small Business Specialist 3 - Blue Ash area

    U.S. Bank 4.6company rating

    Cincinnati, OH jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job DescriptionResponsible for demonstrating excellent customer service in accordance with the U.S. Bank Core Values. Provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools with strong human connections to offer solutions to business customers. This job requires outside prospecting and sales activities to grow revenue and achieve the assigned financial targets and growth goals. Other responsibilities include account openings, identifying and opening product solutions and account servicing and maintenance for customers within the segment. Actively develops both internal and external relationships and collaborates with branch partners, centers of influence, clients and other business line partners. Refers clients to Business Banking and/or other U.S. Bancorp areas for additional needs. This role will support the Blue Ash and Kenwood offices. This position also requires two or more hours of driving per week. Basic Qualifications - Bachelor's degree, or equivalent work experience - Typically three or more years of customer service, consultative sales and/or prospecting experience Preferred Skills/Experience - Comprehensive knowledge of applicable bank and branch policies, procedures and support systems - Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations - Basic knowledge of cash flow management and business credit underwriting - Effective written and verbal communication skills and can convey business recommendations in an effective manner Location Expectations This role requires working from a U.S. Bank location five (5) days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $25.63 - $34.18 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $53k-89k yearly est. Auto-Apply 4d ago
  • Small Business Specialist 3 - Berea, OH Area

    U.S. Bank 4.6company rating

    Berea, OH jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job DescriptionResponsible for demonstrating excellent customer service in accordance with the U.S. Bank Core Values. Provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools with strong human connections to offer solutions to business customers. This job requires outside prospecting and sales activities to grow revenue and achieve the assigned financial targets and growth goals. Other responsibilities include account openings, identifying and opening product solutions and account servicing and maintenance for customers within the segment. Actively develops both internal and external relationships and collaborates with branch partners, centers of influence, clients and other business line partners. Refers clients to Business Banking and/or other U.S. Bancorp areas for additional needs. This position will support 3 offices within a 25-minute radius of Berea, OH. This position also requires two or more hours of driving per week. Basic Qualifications - Bachelor's degree, or equivalent work experience - Typically three or more years of customer service, consultative sales and/or prospecting experience Preferred Skills/Experience - Comprehensive knowledge of applicable bank and branch policies, procedures and support systems - Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations - Basic knowledge of cash flow management and business credit underwriting - Effective written and verbal communication skills and can convey business recommendations in an effective manner If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $25.63 - $34.18 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $68k-103k yearly est. Auto-Apply 15d ago
  • PXT P&A - Alternative Reporting Finance & Product Support

    Jpmorgan Chase & Co 4.8company rating

    Senior specialist job at JPMorgan Chase & Co.

    JobID: 210680377 JobSchedule: Full time JobShift: Day : Join us in a highly visible and exciting new role! The Product Experience and Technology (PXT) Planning & Analysis (P&A) team directly supports the PXT CFO. The team provides financial analyses and perspective to senior management, which support decision-making. In addition to managing traditional financial planning workstreams, such as the monthly forecast process, business reviews, and annual budget, the PXT P&A team also helps to craft the team's reporting strategy and execute on data visualization and automation initiatives. As a Vice President on the Product Experience and Technology Planning & Analysis team, you will have the opportunity to contribute to key business strategies and financial performance through your analytical skills. You will be instrumental in public disclosures at Investor Day and industry conferences, and will use dashboards to provide real-time insights to our leadership team. Your role will involve supporting financial processes and reporting, coordinating materials for leadership meetings, creating ad-hoc analytics for senior management, and ensuring data integrity in all financial reporting. You will also have the chance to promote change through defining dashboard requirements and automation, and to collaborate with other business lines to ensure compliance and understanding of financial planning. Job responsibilities * Manage the bi-weekly/monthly financial planning, forecasting, reporting and analysis, as well as budget, controls governance, and project planning * Oversee the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years * Distill and refine financial storytelling and variance analysis * Coordinate materials for leadership team meetings (e.g., Business Reviews) and external forums (i.e., Investor Day and industry conferences) * Create ad-hoc analytics and presentations for senior management (e.g., Leadership Offsites; Town Hall presentations; competitor analysis) * Drive change, including defining dashboard requirements and automation * Enhance consistency and efficiency across existing processes and reporting to meet changing needs of the business * Partner with other sub lines of businesses (LOBs) to ensure compliance and understanding of financial planning Required qualifications, capabilities, and skills * Bachelor's degree in Accounting/Finance * 7+ years of work experience in financial planning and analysis for retail financial services * Ability to multi-task, work well under pressure, and keen attention to detail * Excellent relationship management skills and ability to drive change across a large, complex organization * Strong analytical, critical thinking, and problem-solving skills * Ability to distill large quantities of information (both data and qualitative content) into main takeaways * Team-oriented, and high energy level with passion for driving quantifiable business results * Exercises sound judgment and observes the highest degree of confidentiality * Ability to communicate and present to partners and senior leaders (both oral and written) * Expert knowledge of Microsoft Office (PowerPoint and Excel) and Essbase * Experience with data analytics and visualization tools (e.g., Alteryx, Tableau) Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.
    $83k-105k yearly est. Auto-Apply 13d ago

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