LBMC jobs in Chattanooga, TN - 20923 jobs

A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively. #J-18808-Ljbffr

Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $20 - $23 per hour depending on experience POSITION PURPOSE As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer. Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union Engage in conversations with business members about available commercial loan products and their structures Identify lending opportunities through discussions with business members while opening accounts. Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach. Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services. Recommend improvements to workflows, efficiency, and quality of service. Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources Submit thorough referrals to the Commercial Loan Department Understand the documentation required for initiating a commercial loan application Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality Meet or exceed established performance goals Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services. Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures Performing account and loan intake and funding Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads Effectively perform Lobby Engagement and First Impression Opening daily Ability to open and close the branch as assigned by branch management Requirements: EDUCATION/CERTIFICATION: High School Diploma or equivalent required; Bachelor's degree preferred. NMLS License required. A Notary License is required or must be obtained within 9 months of hire. REQUIRED KNOWLEDGE: Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance EXPERIENCE REQUIRED: 4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement. SKILLS/ABILITIES: Critical thinker with the ability to creatively solve problems and develop business plans. Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers. Effective communication with team members and peers to foster a supportive and collaborative network. Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members. Needs-based selling with exception product knowledge. Microsoft Office Software.

The Senior Analyst, Credit Risk will support the timely and accurate production of detailed financial analysis and prepare financial reports, findings, and recommendations to inform decision making. The ideal candidate will be experienced in financial statement analysis and evaluation methods; have excellent writing, presentation, and interpersonal skills; be able to communicate and work well with internal colleagues and external tenants at all levels; and desire to advance one's and others' knowledge through data analysis. Essential Job Duties & Responsibilities: Complete comprehensive analysis on prospective and existing tenants to identify trends, measure performance, assess financial strength, and identify potential risks Compare financial statements of tenants being evaluated with those of similar establishments in the same industries and markets Maintain financial reports that summarize the overall financial position of the tenant portfolio Track industry trends and tenant news Translate findings into clear, concise written and verbal presentations and make recommendations to the Director, Credit Risk and senior management regarding investment opportunities Assist the Director, Credit Risk in preparing applicable portfolio credit information to be included in various Board of Director and Investment/Portfolio Review Committee reporting Perform sensitivity analysis to assess how variations in modeling assumptions impact the tenant's financial performance Responsible for calculating and reporting quarterly credit metrics including tenant risk ratings, aggregate investment grade percentage, site-level rent coverage ratios, and watchlist statistics Build and maintain effective relationships with tenants and collaborate closely with internal finance, underwriting, acquisitions, and property management teams Assist the Director, Credit Risk in quarterly portfolio monitoring, including site-level reporting and analysis of agency investment grade credit ratings Continue to improve and develop tenant financial analysis tools, procedures, and reports Travel to corporate headquarters located in Victor, NY for employee events and training as necessary Executes duties and maintains standards in accordance with company policies and procedures Additional duties as required Overtime hours may be required as job duties demand Skills/Qualifications: Strong financial analysis skills with an in-depth ability to read, evaluate, and understand internal and audited financial statements and SEC filings Strong quantitative and qualitative analysis, data manipulation and due diligence skills, with the ability to apply data management skills to complex business situations Knowledge of financial ratio analysis and GAAP accounting Understanding of finance, real estate, and capital markets terms and concepts Effective verbal and written communication skills with ability to effectively present data and findings Strong attention to detail with a focus on quality and accuracy in a fast-paced environment Experienced information gathering and information monitoring skills Effective decision-making skills and an ability to perform under deadline pressure Demonstrated ability to take ownership of assigned tasks and processes, with an ability to prioritize multiple projects and a commitment to meet strict deadlines Proficiency in Microsoft Office applications including Word, PowerPoint, Outlook, and Excel Strong collaborator with a proven ability to work across teams, functions, and levels of the organization Education/Experience: Bachelor's degree in finance, accounting or related field from a four-year accredited college or university required 3-5+ years of finance/underwriting experience in a professional services environment Experience with Moody's and/or S&P tools preferred Formal credit training, commercial credit underwriting experience preferred Experience working with Power BI a plus Experience working with MRI commercial property management software a plus

A global banking institution based in New York is seeking a skilled Vice President to lead strategic initiatives on their Wholesale Lending FERC Transformation Team. This role focuses on enhancing data integrity and implementing solutions to meet regulatory reporting standards. Candidates should possess over 6 years in financial control with advanced expertise in data management, analytics tools, and project management. Excellent communication and relationship-building skills are essential. This is an opportunity to make a significant impact within the organization. #J-18808-Ljbffr

A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered. #J-18808-Ljbffr

A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations. #J-18808-Ljbffr

A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment. #J-18808-Ljbffr

Who we are: Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Client. As one of the world's most admired brands, Client is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We're looking for diverse, talented team members who want to Dream. Do. Grow. with us. What we're looking for: The CLIENT IT Admin position will perform weekly/daily tasks including but not limited to the following for all IT expense assets to ensure all inventories are maintained at the correct levels: Procurement, Receiving and Asset management tasks. Inventory tracking for all IT expense assets. Procurement should align with the forecasted budget and ensure that equipment is acquired to support all regional, local, and shop-initiated projects, meeting planned targets. What you'll be doing: Lead local site services and project procurement activities, including creating procurement requisitions in Ariba and maintaining the local AP100 system. Monitor and track checkbook budgets to ensure accurate financial oversight. Manage asset and inventory issues, escalating concerns to site management as needed. Oversee equipment auditing, tracking, receiving, and reconciliation processes. Qualifications/ What you bring (Must Haves): This is a highly mobile role requiring oversight of capital equipment across a 9-million-square-foot facility, ensuring effective asset management on the plant floor throughout the site. Ability to handle multiple tasks at once by priority. Hands on experience in IT Asset lifecycle management. Hands on experience in MS Office. Hands on experience in procurement and inventory tracking. 3+ years of experience in managing IT assets. Strong organizational abilities combined with excellent oral and written communication skills. Added bonus if you have (Preferred): Accounting and/or budgeting background. Prior experience with Ariba Procurement and budget.

Primary Office Location:30 Isabella Street. Pittsburgh, Pennsylvania. 15212.Join our team. Make a difference - for us and for your future. Mortgage Banking Consultant Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The American Express Global Financial Crimes Compliance (GFCC) function provides second-line policy, framework, oversight and control solutions to meet the Company's legal, regulatory and risk management mandates in connection with Anti-Money Laundering (AML) and Counter Terrorism Financing (CTF), Sanctions and Anti-Bribery and Corruption. The GFCC portfolio comprises all aspects of the Company's first and second-line financial crime risk management (FCRM) activities, including all lines of businesses in the United States and both proprietary non-proprietary global markets. Reporting to the Global Head of Transaction Monitoring (TM), the Head of Transaction Monitoring Coverage (Director) will oversee the ongoing inventory of applicable risks and coverage associated with American Express products and services. This individual will manage a team focused on the ongoing assessment of coverage provided by the Transaction Monitoring program and identifying enhancement requirements. This is a critical leadership role within GFCC, requiring strong domain expertise in AML compliance, advanced understanding of AML risk typologies, data, model risk management and a track record of operational execution within the financial services industry. **Responsibilities** * Support the Global Head of TM in managing the GFCC transaction monitoring coverage program, including identifying relevant money laundering (ML)/terrorist financing (TF) red flags, typologies, and emerging patterns. This individual will be responsible for implanting a program to maintain an up-to-date mapping of these risks to American Express products, services, and business segments to establish drive appropriate monitoring coverage. * Lead the evaluation of identified automated and manual controls for their effectiveness in detecting the identified risks as part of the coverage assessment. * Identifying and documenting findings, identified risks, and recommended enhancement to be shared with relevant stakeholders * Implement monitoring to identify ad-hoc coverage assessment needs, through the implementation of trigger event to review existing coverage * Drive and implement process for periodic reviews of non-automated alerted activity to identify emerging risks or coverage gaps * Monitor and control rule changes to ensure alignment with regulatory expectations, internal policies, and evolving risk typologies; develop and monitoring controls to ensure rule changes are implemented as designed * Prepare and contribute to regulatory engagement materials and meetings in connection with the TM program's design, governance, and effectiveness. * Collaborate closely with key stakeholders including the Financial Crimes Compliance Surveillance Unit, U.S. Investigations unit, Threat Assessment Group, Financial Crimes Data Science and Analytics Center of Excellence, Technology, Operations, Model Risk Management, and Business Line Compliance. * Establish and maintain comprehensive documentation, metrics, and controls around rule performance, thresholds, and alert quality. * Support and coordinate activities related to regulatory exams, audits, and internal reviews related to transaction monitoring design and governance. * Provide expert recommendations to coverage and technology solutions, including business requirements and vendor selection * Maintain awareness of industry developments and regulatory expectations in AML transaction monitoring and financial crimes detection. * Foster a culture of accountability, transparency, and continuous improvement. **Minimum Qualifications** * 8 years of experience in Financial Crimes Compliance, AML transaction monitoring, or related risk management roles in a large global financial institution. * Proven expertise in AML transaction monitoring systems, coverage assessments, typology translation, alert generation, and model risk management. * Strong knowledge and understanding of global regulatory expectations. * Demonstrated ability to lead cross-regional and cross-functional teams. * Strong communication and influencing skills; ability to interact with senior executives and regulators. * Bachelor's degree or equivalent experience is required; advanced degree in a related field (e.g., Law, Business, Data Science) preferred. **Qualifications** Salary Range: $123,000.00 to $215,250.00 annually bonus equity (if applicable) benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Compliance **Primary Location:** US-North Carolina-Charlotte **Other Locations:** US-New York-New York **Schedule** Full-time **Req ID:** 26000570

As part of the Originations team, the Private Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space as well as assessing the underlying collateral of the project. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio. Responsibilities: Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants. Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience. Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite. Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies. Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements. Maintain accurate and organized records of credit decisions and supporting documentation. Stay informed of changes in regulations and best practices within the residential lending space. Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions. Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 3-5 years of experience in private real estate lending in underwriting, credit analysis or elated experience. Strong analytical skills with the ability to interpret financial data and assess risk. Knowledge of residential real estate markets and investment principles. Excellent attention to detail and organizational skills. Strong written and verbal communication skills.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Global Merchant & Network Services (GMNS) brings together American Express' merchant-and network related businesses to enable a sharp focus on using the power of our network to provide unique value to all our mutual customers. The organization manages the relationships with the millions of merchants around the world that accepts American Express and runs the company's payment network and manages bank partnerships globally. GMNS is looking for an experienced Sr. Manager- Financial Crimes to lead a diverse team of high-performing professionals focused on ensuring risk and control management is embedded in the day-to-day operations of our organization. This first-line role will involve extensive collaboration with partners across business units, functional areas, and geographies. This role will lead the execution of financial crime risk management within the business unit and is accountable for ensuring the business maintains a strong control environment to prevent, detect, and respond to financial crimes-including anti-money laundering (AML), sanctions, fraud, and anti-bribery and corruption (ABC). The ideal candidate brings deep subject matter expertise and a pragmatic, partnership-driven approach to risk management. **The Senior Manager-Financial Crimes will:** + Consult on the design and implementation of controls tailored to specialized risk areas including Financial Crime and Compliance, with input in broader areas of operational risk + Ensure all activities & guidance provided to BU are in alignment with standards set by centralized specialist risk-stripe teams + Comply with enterprise policies and programs pertaining to specific risk types (e.g., Conduct Risk Management policy), and support with design/ enhancement of BU procedures /standards + Maintain awareness and understanding of emerging trends, best practices, and regulatory updates relevant to operational risks and share this with BU process owners + Support with the design and dissemination of targeted training and awareness programs to increase understanding and management of specific risk topics within GMNS **Key Responsibilities:** + Develop and maintain financial crimes risk assessments and controls aligned with enterprise policy and regulatory expectations. + Partner with business leadership to embed financial crime risk management into day-to-day operations, new product development, and client onboarding. + Lead or support investigations of suspicious activity, coordinating with AML and fraud investigation teams. + Monitor and report on financial crimes risk indicators, emerging threats, and control effectiveness to business and risk leadership. + Escalate and remediate control issues or potential violations in partnership with compliance, legal, and audit functions. + Support internal and regulatory exams, audits, and inquiries related to financial crimes. + Coordinate financial crimes training and awareness programs for front-line staff. + Maintain detailed documentation and records to demonstrate compliance with regulatory and internal standards. **Minimum Qualifications:** + 5 years of experience in AML, financial crimes compliance, fraud risk, or business risk roles within a financial institution. + Strong understanding of BSA/AML, OFAC, and anti-bribery and corruption regulations. + Proven ability to assess risk, implement controls, and collaborate across functions. **Preferred Qualifications:** + Bachelor's degree in finance, criminal justice, business administration, or a related field. + CAMS, CFE, or similar professional certification. + Experience working in a first line of defense or business control function. + Familiarity with customer risk rating, transaction monitoring, and suspicious activity reporting processes. **Skills & Competencies:** + Strong analytical and problem-solving skills. + Excellent written and verbal communication abilities. + Sound judgment and decision-making under pressure. + Ability to influence and educate business partners on risk concepts. + Skilled in project management and working in a matrixed organization.Guardian **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position. **Job:** Risk **Primary Location:** US-Florida-Sunrise **Other Locations:** US-North Carolina-Amex - for internal use only, US-Arizona-Phoenix, US-New York-New York **Schedule** Full-time **Req ID:** 25022018

Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future. Investment Real Estate Banker 3 Business Unit:Commercial Banking Reports to:Varies by Assignment Position Overview: This position is primarily responsible for the marketing, underwriting and portfolio management of income-producing real estate assets.The incumbent solicits, evaluates, authorizes, or recommends all aspects of the credit loan process of commercial, real estate or mortgage loans.The incumbent advises borrowers on financial status and methods of payments.The incumbent develops and manages the borrower's Bank relationship including cross-selling Bank services and products. Primary Responsibilities: Meets with clients and prospects to obtain information for loan applications and to answer questions about the process. Explains to customers the different types of loans and credit options that are available and the terms of those services. Analyzes applicants' financial status, credit and property evaluations to determine feasibility of granting loans. Requests and compiles copies of loan applicant, credit histories, background, credit information, tax returns, financial state and debt obligation information, corporate financial statements, and other financial information. Submits applications to credit analysts for verification and recommendation. Computes payment schedules. Confers with credit representatives to aid in resolving loan and borrower problems. Negotiates payment arrangements with customers who have delinquent loans. Analyzes potential loan markets and develops referral networks to locate prospects for loans. Works with clients to identify their financial goals and to find ways of reaching those goals. Markets bank products to individuals and firms, cross-selling bank services that may meet customer's needs. Reviews and updates credit and loan files. Reviews loan agreements to ensure that they are complete and accurate according to policy. Manages accounts for delinquencies, credit reporting and asset quality. Handles customer complaints and takes appropriate action to resolve them. Stays abreast of new types of loans and other financial services and products to better meet customer's needs. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 7 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in an equivalent lending or banking position and in a successful business relationship in a customer focused position Knowledge of banking laws and regulations Experience in community and civic activities Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Valid Drivers License Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Headquartered in Manhattan, Yellowstone Real Estate Investments is a development firm specializing in opportunistic and value-added real estate transactions across the United States. Yellowstone invests in both equity and debt across the capital structure, applying rigorous investment criteria to generate superior risk-adjusted returns. Our company is dedicated to identifying and capitalizing on high-potential real estate opportunities. Role Description This is a full-time on-site role for a Senior Construction Project Manager, located in New York, NY. The Senior Construction Project Manager will oversee the planning, coordination, and execution of construction projects from inception to completion. Key responsibilities include managing project timelines and budgets, ensuring quality standards, liaising with stakeholders, and ensuring compliance with relevant regulations and safety protocols. Qualifications Project Coordination and Construction Project Management skills Expertise in Budgeting and Construction Management Strong Project Management experience Excellent leadership and communication skills Ability to work effectively with a range of stakeholders Bachelor's degree in Construction Management, Architecture, Engineering, or a related field Proven track record on construction projects in New York.

A leading global financial services firm is seeking a Vice President for its Treasury P&A team in New York. This role involves managing crucial financial activities, including the delivery of P&A cycles, monitoring balance sheet usage, and engaging with senior management for strategic decision-making. The ideal candidate has over 7 years of experience in financial planning within the banking industry and possesses strong analytical and communication skills. Proficiency in tools such as Excel, Alteryx, and Tableau is also required. This position is not eligible for sponsorships. #J-18808-Ljbffr

Here's a little about us: Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. Excellence: We strive to provide our members with the best possible service. Teamwork: We believe that we can achieve more together than we can alone. Respect: We treat each other with dignity and respect. Community: We are committed to giving back to the communities we serve. What's in it for you? Salary: $73,500 - $91,000 annually (based on experience) Benefits: · Paid Time Off & Paid Federal Holidays · Medical, Dental, Vision & Life Insurance · Employee Assistance Program · Flexible Spending Accounts / HSA · 401K Employer Match · Educational Assistance · Incentives and Merit Increases · Paid Time to Volunteer ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Demonstrate understanding of HFCU's Mission, Vision and Core Values, along with expertise in HFCU's products and services, including all available tools and resources to effectively lead the branch. Demonstrate engagement, enthusiasm, and passion for leading the branch. Provide guidance and support for each team member utilizing HFCU's Employee Performance Program, including but not limited to monthly 1x1 sessions. Evaluate employee performance and provide feedback and coaching as needed. Manage employee relation issues in a timely mannered and with professionalism toward resolution. Demonstrate understanding and support of all HFCU initiatives for employee development and team engagement through collaboration with HFCU's training and development programs. Consistently work with the team to develop an appropriate succession plan. Support recruiting in the hiring process. Effectively communicate with department leaders and peers to develop a network of support and collaboration. Facilitate communication of all necessary information with the team on a daily, weekly and monthly basis, including but not limited to daily huddles and monthly branch meetings. Ensure member service standards are met through effective coaching and development of each team member. Handle all concerns and complaints in a professional and supportive manner, escalating situations with a recommended solution. Collaborate with departments to enhance member service as needed, and ensure proper follow through. Partner with Business Intelligence to utilize all available tools and resource to analyze branch trends, recognize new ways to capture and grow business, and recommend possible solutions to Retail Leadership. Assess branch trends in areas such as transactional, goal attainment and industry standards in order to make effective recommendations for annual headcount. Assume complete responsibility for all areas of branch management, including all day-to-day operations. Demonstrate proficiency in all operational tasks and sales processes, and ensure timely completion of all as expected by Retail Leadership. Demonstrate an ability to support and function in all branch positions as needed. Proactively plan activities to aid in the attainment of monthly goals. Examples include, but are not limited to, in-branch call nights, collaboration with local businesses on membership drives, and dissemination of promotional information. Prospecting and visiting local businesses for brand awareness and to meet our business and commercial goals. Participate in community involvement to develop relationships with community leaders within your branch's geographical location, and across HFCU's field of membership, to increase brand awareness. Oversee the branch's monthly financial budget to ensure necessary steps are taken to manage expenses, including the review of monthly variances. Partner with Retail Leadership to analyze and make recommendations around managing branch profitability. Developing sales service plan to help the branch meet their goal. The ability to pivot as the business needs change. Proactively look for operational enhancements and research and share with direct leader. Maintain a safe and sound work environment adhering to all audit and security expectations. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor and support new branch managers. Performs other duties as assigned. Requirements EXPERIENCE: 3+ years as a Branch Manager with Business Development is essential. Experience on outbound calling/prospecting and visiting local businesses. Experience understanding business and commercial products. Proficiency in Microsoft Office. Extensive financial industry experience, including but not limited to cash handling, customer service, needs based selling, goal attainment, employee leadership and development, project and team participation and community development. EDUCATION/CERTIFICATION: Bachelor's degree and/or a comparable combination of education and experience. Notary License required or within 6 months of hire. KNOWLEDGE: This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Focus on customer service and lead by example. Show strong attention to detail. Highly organized with time and team management An eagerness to grow the branch network and developing teams. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Ability to project a professional appearance and positive attitude at all times. Advanced analytical/technical knowledge pertaining to decision analysis and financial/budget administration.

As part of the Operations team, the Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio. Responsibilities: Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants. Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience. Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite. Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies. Work closely with underwriters and credit risk managers to ensure thorough and accurate risk assessments. Monitor loan portfolio performance and report on trends or emerging risks. Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements. Maintain accurate and organized records of credit decisions and supporting documentation. Stay informed of changes in regulations and best practices within the residential lending space. Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions. Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes. Qualifications: Bachelor's degree in Finance, Business, Economics, or a related field. 2-4 years of experience in credit analysis, preferably within the residential lending or real estate sector. Strong analytical skills with the ability to interpret financial data and assess risk. Knowledge of residential real estate markets and investment principles. Excellent attention to detail and organizational skills. Strong written and verbal communication skills.

Brooklyn, NY, United States Job Identification 210688605 Job Category Firmwide Risk and Compliance Business Unit Corporate Sector Posting Date 12/01/2025, 09:30 PM Job Schedule Full time Job Shift Day Job Description Join a team at the forefront of global risk management and regulatory compliance. Make a meaningful impact by supporting critical capital and stress testing initiatives that shape the firm's financial resilience. Collaborate with diverse stakeholders and leverage cutting-edge analytics and business intelligence tools. Grow your expertise in a fast-paced environment where your insights and ideas are valued. Be part of a group that champions innovation, quality, and continuous improvement. As a Capital and Stress Testing Analyst in the Firmwide Operational Risk team, you help us deliver high-quality analytics, reporting, and process enhancements that support regulatory and internal risk management objectives. You work closely with business lines, corporate functions, and technology partners to execute, monitor, and report on regulatory capital and stress testing across the firm and its international legal entities. You contribute to process improvements and governance, ensuring our risk management practices remain robust and effective. You have the opportunity to drive impactful change and collaborate with colleagues at all levels. Job Responsibilities Support the execution of regulatory capital and stress testing processes, including data collection, validation, analysis, and documentation Produce accurate and timely management and regulatory reports related to capital and stress testing Develop and prototype tactical reporting solutions using business intelligence tools, especially Tableau Assess and recommend enhancements to internal processes, reporting workflows, and data management practices Collaborate with business lines, risk officers, control management, and technology teams to gather requirements and communicate findings Maintain and elaborate internal governance procedures, standards, and documentation Perform ad-hoc analyses using operational risk data and advanced Excel functions Participate in the development and execution of internal projects and regulatory deliverables Support user acceptance testing for new systems and enhancements Ensure compliance with internal and external regulatory requirements Drive initiatives that improve efficiency, control, and quality across reporting and analytics Required Qualifications, Capabilities, and Skills Hold a bachelor's degree in Business Administration, Finance, Accounting, or a related discipline Minimum 5 years' experience in financial services, risk management, or analytical roles Demonstrate strong analytical, problem-solving, and decision-making skills Show high attention to detail and commitment to quality assurance Excel in Microsoft Excel, including database functions Communicate effectively in written and verbal formats Build relationships with stakeholders at all levels, including senior management Work independently and as part of a team, managing multiple priorities under tight deadlines Create impactful presentations using Microsoft PowerPoint Apply significant experience with business intelligence and reporting tools, especially Tableau Ensure accuracy and compliance in all reporting activities Preferred Qualifications, Capabilities, and Skills Bring experience in regulatory capital, stress testing, or operational risk Utilize Alteryx, SAS, or similar programming software for data analysis Contribute to process re-engineering and control management initiatives Prototype and develop functional specifications for technology solutions Perform advanced ad-hoc analyses using operational risk data Support governance and control documentation for capital and stress testing Participate in user acceptance testing for new systems and enhancements About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success. Risk Management helps the firm understand, manage and anticipate risks in a constantly changing environment. The work covers areas such as evaluating country-specific risk, understanding regulatory changes and determining credit worthiness. Risk Management provides independent oversight and maintains an effective control environment. #J-18808-Ljbffr

This is a full-time on-site role for a Community Banker located in West Hurley, NY. The Community Banker position accurately processes various transactions, completes high-level tasks related to bank accounts, actively promotes products, and services, and supports long-term relationships with customers. This position requires rotation between platform and teller stations based on the needs of the branch, giving equal time to both as possible. The Community Banker is encouraged to grow in the role, and work in new innovative ways to deliver the excellence our customers expect. The Community Banker will also be responsible for branch operations and must be flexible in assignments and scheduling, to include Saturdays. Additional responsibilities include, but are not limited to: Strict adherence to all bank policies and procedures to protect the bank while enhancing the customer experience. Accountability for cash drawer and its contents at all times and reporting any discrepancies to management. Maintaining a full understanding of all bank products and promotions, as well as knowledge in financial management systems. Performing for all aspects of the account opening and closing process, updating personal details and permissions on bank accounts. Assisting customers with ordering and issuing new debit cards and pin resets. Reviewing accounts for fraudulent activity and assisting customers with dispute claims. Assisting customers with internet banking; including unlocking and resetting user accounts and assisting customers with application, agreement, and disclosures. Assisting with vault proof at the end of the day including counting, selling, and buying cash. Assisting the branch in cash ordering, end of night reports, monthly audit logs and teller audits. Recognizing cross-selling opportunities, including referrals to other areas of the Bank to support strategic growth goals. Engaging in customer outreach to support relationship development and service needs. Making customer calls as part of ongoing engagement and follow-up efforts. Researching and correcting cash on hand differences. Assisting customers in filling out loans applications, providing the required document for underwriting and handling the closing of the following consumer lending products: unsecured personal loans, passbook savings loan, auto loans and overdraft line of credit. Accepting consumer loan applications and submitting HELOC and mortgage referrals to our leading team. Participating in and supporting Rondout Savings Bank initiatives, activities, and programs. Requirements Education and Certification Qualifications: High school diploma or equivalent. Required to take internal training courses. Experience and Qualifications: 1-2 years of banking experience, excellent verbal and written communications skills, customer service experience, excellent math, and cash handling abilities, along with computer and organizational skills. Physical Requirements: Prolonged periods of time working on a computer Prolonged periods of time standing Ability to walk up and down stairs Must be able to lift up to 10-20 pounds at times Ability to work at any branch location As an Equal Opportunity/Affirmative Action Employer, Rondout Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. Equal Employment Opportunity Policy Statement EEO Reasonable Accommodation Policy Know Your Rights: Workplace Discrimination is Illegal Pay Transparency Nondiscrimination Provision