LBS Financial Credit Union Remote jobs

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Business Insurance Agent - Intermediate, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-member's unique risk profile. You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for member's business. On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers. USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time). This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position. What you'll do: Utilizes a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings. Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions. Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation. Classifies member's and/or non-members business and provide accurate risk management and risk mitigation solutions. Facilitates account reviews, by leveraging the carrier renewal cycle, and understanding the members' and nonmembers' risk profile to provide consultative advice and appropriately address and mitigate the risk. Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues. Utilizes Intermediate knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings. Leverages intermediate knowledge of Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination). Leverages intermediate understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values. Provides select account service for member's and nonmember's including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 1 year of insurance sales and service experience and/or experience working in a high value, commercial insurance agency or broker setting. Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days. What sets you apart: 2 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing) 2 or more years working experience quoting and binding directly with the insured. Experience with Agency Management Systems and/or Salesforce. Experience working in a Commercial Lines multiple carrier environment. Experience writing Commercial lines in multiple states. Experience working in a call center environment. Active P&C General Lines License for home state. Compensation range: The salary range for this position is: $43,680.00 - $76,610.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage. USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

A leading financial services firm in San Diego is seeking a Corporate Counsel to manage litigation-related matters in state and federal courts. The ideal candidate will have a JD, be a member of a state bar, and have at least 4 years of relevant experience. Responsibilities include managing litigation portfolios, working with outside counsel, and advising internal teams. A hybrid work schedule is offered. #J-18808-Ljbffr

Why CIG? At Capital Insurance Group we offer our employees more than just a job. We foster career growth, provide opportunities to give back to our communities, and help you take the next step in your career! CIG was founded in 1898 by a group of earnest farmers in need of protection and today, we are the leading West Coast Property & Casualty insurer. CIG is certified as a Great Place to Work and provides a collaborative, inclusive, and fun work culture for all employees. Why choose CIGs Information Technology Team? Part of the Information Services department at CIG, the Information Technology (IT) organization delivers all internal and external technology solutions at CIG. This is your opportunity to join a fast-paced team dedicated to delivering high-quality technology experience to employees, agents, and policyholders. Benefits * Accrue twenty-one days of Paid Time Off during your first year * Up to eighty-seven percent of benefits covered by CIG for you and your family members * Medical, dental, vision plans * One hundred percent covered plans * Basic Life & AD&D * Employee Assistance * Leave Management * Long Term Disability * Short Term Disability (Outside of CA) * Family Caregiver Support (Homethrive) * Child Care Resources (Tootris) * Business Travel Accident Protection * Voluntary benefit offerings * Short-term (CA only) * Voluntary Life AD&D self, spouse and child plans * Flexible Spending * Health Savings (HSA) * Hospital Indemnity * Accidental Injury * Critical Illness * ARAG Legal Services * Norton LifeLock * Nine paid holidays, plus two floating holidays * Above and Beyond Reward Recognition Program * Kudos & Shout Out Points Program * Quarterly Above and Beyond Bonus Program * Annual Above and Beyond Bonus Program * Competitive compensation * Base compensation * Salary Management Spot Bonuses * Annual Incentive/Profit sharing program, potential payout annually based on company results. * Discount partnerships * Gym memberships, credit union, travel, shopping, restaurants, theme parks, and more * Insurance Educational reimbursement and bonus programs * Employee Referral Bonus Program * Home and Auto Insurance Discount Program. * Paid Volunteer Time Through company planned community events and choose your own adventure PVT in giving back in ways that are meaningful to you! * Retirement savings benefit (401k and Roth + match) * Health & Financial Wellness * Wellness platform, tools and events * Health Savings Account match * Financial Wellness Resources Work Environment This is a hybrid-eligible position, where Monday through Wednesday would be working in one of our offices, with Thursday and Friday eligible for work-from-home days. Office locations include: Monterey (CA), Roseville (CA), Bakersfield (CA) and Spokane (WA). Job Overview The Tech Support Team Lead is a leadership role responsible for ensuring the smooth functioning of the Tier 1 Tech Support Analyst team. The Team Lead will be responsible for managing, resolving, or escalating support incidents while ensuring timely incident resolution and service restoration. The successful candidate must have strong leadership skills, customer service skills, troubleshooting skills, and the ability to manage the team effectively. Minimum Requirements * 3-4 years of technical support service desk experience * College-level degree or comparable technical certifications. (updated) * CompTIA A+ Certification (updated) * ITIL Foundation certification * Microsoft Fundamentals Career Path Potential * Supervisor Salary Range: $50,479 $83,291 The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as benefits and bonus programs.

Building at Check At Check, we make paying people simple . In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in. Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses. Our Team Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission. Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size. The Work As Head of Sales & Growth, you will lead Check's Sales and Growth teams across the full lifecycle-driving new partner acquisition and scaling post-sales growth. You'll set the vision and drive the strategy, structure, and execution that enable Check and our partners to grow together. This is a strategic and hands-on role for a leader who pairs commercial thinking with product curiosity. You'll use partner and market insights to shape strategy, inform the roadmap, and drive meaningful growth for our partners and for Check. In this role, you will: Lead Check's Sales and Growth teams, fostering collaboration, accountability, and shared success across new partner acquisition and post-sales expansion. Serve as executive sponsor for key prospects and partners, driving engagement and alignment across the full partner lifecycle. Act as the voice of the partner in shaping Check's roadmap-advocating for partner needs, surfacing insights, and helping define the company's strategic priorities. Establish clarity and narrative around partner performance and pipeline, ensuring internal visibility into where we're winning, where we're at risk, and what actions drive faster revenue growth. Translate product improvements into compelling external messaging, strengthening how Check communicates new capabilities to both prospects and partners. Bring a CRO mindset to accelerate revenue growth, balancing strategic influence with hands-on execution. Tools for the job Many backgrounds could fit this role, but ideal candidates will have some or all of the following: 8+ years of experience in partnerships, business development, or strategic account management, ideally in fintech, SaaS, or platform infrastructure A strong track record of driving joint growth initiatives and influencing product and go-to-market strategies A background that blends strategy and execution, such as experience in management consulting, product management, or GTM strategy Experience leading and developing a high-performing team of managers and senior individual contributors across Sales and Growth Commercial instincts and comfort owning forecasts and performance metrics Strong analytical and storytelling skills that help simplify complexity for partners and internal teams Curiosity for technical products and how they create business value A collaborative, grounded leadership style that balances strategy and execution We build best when we come together on level ground. Travel and Office Policy The Check team is distributed across the US, with offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team off-sites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in the fall. For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays, and the team hosts regular happy hours, game nights, etc. What we offer: (Variable) For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, up to 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses. The actual annual salary for this role is dependent on each candidate's experience, qualifications, and work location: The expected range in San Francisco, NYC, LA, and Seattle is between $200,500 and $220,550, with performance-based compensation also varying between $86,000 to $96,000. For all other locations, the expected range is between $170,500 and $187,550, with performance-based compensation also varying between $73,000 to $83,000. We accept applications on an ongoing basis with no specified deadline. Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity. Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you. Overview The Payroll Supervisor is responsible for overseeing the organization's day-to-day payroll function, ensuring that payroll is processed on time, accurately, and in compliance with Federal, State and Local regulations. This Supervisor role exercises independent judgment on payroll-related matters with accountability and ongoing decision-making responsibilities associated with the work. This role is responsible for training, planning, organizing, reviewing, supervising, and evaluating the work and performance of assigned staff. Responsibilities * Supervisory Responsibilities: * Recruits, interviews, hires, and trains new staff in the department. * Oversees the daily workflow of the payroll function. * Provides constructive and timely performance evaluations. * Handles discipline and termination of employees in accordance with company policy. * Duties/Responsibilities: * Review, approve, and ensure accurate and timely semi-monthly payroll processing for 1,000+ employees, maintaining strict adherence to internal controls and regulatory requirements. * Audit payroll transactions for accuracy, including new hires, terminations, pay changes, benefits, garnishments, and tax deductions. * Manage and resolve payroll-related inquiries with a focus on accuracy, timeliness, and confidentiality, while maintaining detailed documentation to support audit readiness and risk mitigation. * Evaluate and enhance payroll processes to improve efficiency, reduce errors, and strengthen internal controls. * Ensure ongoing compliance with federal, state, and local wage and hour laws; monitor regulatory changes and implement necessary updates. * Oversee ongoing payroll reviews to ensure accuracy, compliance, and timely resolution of discrepancies. * Recommend and implement updates to payroll software, systems, and procedures to address findings, maintain compliance, and enhance operational accuracy and efficiency * Manages payroll system configurations by creating and maintaining earning and deduction codes, PTO plans, and tax accounts. * Analyze and reconcile various records, reports, earnings, and deductions. Identify discrepancies, investigate root causes, and implement corrective actions. * Manage semi-monthly calculation of Short-Term Disability benefit. * Facilitate and keep current Wage and Hour training for Management Team in coordination with Patelco's policies. * Partner with Accounting on general ledger administration and reconciliation. * Lead the planning and execution of year-end payroll activities, including the preparation, reconciliation, and distribution of W-2s and other required tax documents. * questions via email and telephone. * Perform other duties as assigned. Qualifications Minimum Qualifications * Have minimum 4+ years of current experience in Payroll field * BA/BS degree in Accounting, Human Resources or other related business degrees or commensurate experience required * Experience working with HRIS and payroll systems (UltiPro/UKG preferred) * Have 2 or more years in business intelligence report writing * Have advanced computer proficiency in MS Excel, Word, and Window Physical Activities/Requirements * Required to work onsite in an office environment at our Dublin Headquarters location to support essential payroll operations, including participation in in-person meetings, handling of physical mail, printing and distribution of payroll checks, and conducting offboarding procedures. Remote work flexibility is subject to business needs. * Prolonged periods of sitting at a desk and working on a computer. * Ability to use hands and fingers to operate a computer keyboard, mouse, and other office equipment. * Visual acuity to read and analyze data on a computer screen and printed documents. * Occasional lifting and carrying of files, documents, or office supplies up to 15 pounds. * Ability to communicate effectively in person, over the phone, and via email. * May require occasional walking, standing, or bending during office tasks or meetings. Target Base Pay $83,019 - $97,660 per year Compensation at Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: * Exceptional Medical, Dental, Vision, and Life Insurance benefits * Onsite fitness center at HQ and rewards for completing wellness related activities Financial Health: * Competitive compensation packages with bonus opportunity * 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition reimbursement Emotional Health: * Employee Assistance Program (EAP) * PTO for part-time and full-time positions * Paid holidays Personal Development: * On-the-job training and skills development * Internal transfer opportunities for career growth * Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans IND123

If you're passionate about being part of a diverse organization that enables a Fortune 100 company to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide, “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.This position can be a hybrid work schedule or fully remote in Southern CA supporting our Newport Beach, CA Trial Division office.The MTA will be responsible for managing approximately 12 direct reports, including both attorneys and paralegals and will also assist with managing the operational aspects of the Newport Beach office. This MTA will oversee Commercial and Personal Lines files. Concentrations for the cases this MTA will manage include but may not be limited to: Bodily Injury Commercial; Commercial Auto; Complex Commercial; Complex Personal Lines; Premises Liability; Bodily Injury Auto; Bodily Injury Homeowners; Bodily Injury Dog Bite; Property Damage; Products Liability; Construction Defects; and Federal Court Actions. Venues include but may not necessarily be limited to: Orange, Los Angeles, San Bernardino, Riverside, San Diego and Imperial Counties. Candidates will be expected to have diverse experience in multi-lines of business and have demonstrated leadership skills which will be necessary for the role of managing both Trial Attorneys and Paralegals in both office and hybrid environments.#LI-CP1** Summary** Nationwide Trial Division (NTD) is a national team with approximately 40 offices throughout six regions across the United States. As a Managing Trial Attorney (MTA), you'll co-lead one of those offices within a region with the opportunity to influence and drive the office's reputation, performance and health in alignment with Nationwide's overall mission and NTD's strategic objectives. You'll have the opportunity to work directly with the office's lead MTA (8-2) regarding various aspects of office's operations, which may include staffing (trial attorneys, paralegals and support staff), case assignments, quality and delivery of legal services, budgeting, workflow and associate development and performance. You may supervise trial attorneys, paralegals and/or support staff. There also may be limited opportunities for you to directly handle cases.******Job Description******## **Key Responsibilities:*** Implements and leads all aspects of NTD standard methodologies, processes and guidelines, providing training as needed. Partners with National Practice Group Associate Vice Presidents on any performance-related matters regarding specialty areas. Assists in identifying and sharing opportunities for increasing attorney proficiency in niche and commercial practice areas.* Maintains and promotes good relationships with clients and claims management.* May lead attorney, paralegal and/or support staff performance and efficiency for assigned office. Reviews and may assign work, monitors quality and efficiency, and is responsible for development, coaching and feedback, training and mentoring individual associates. Assesses case performance on open and closed files of direct reports; seeks feedback from claims partners and the office lead MTA (8-2). May maintain a case load, ideally no more than 10 cases.* Assists with the preparation of various business reports in order to manage office. Reviews and analyzes trends and recommendations to lead MTA (8-2) regarding short-term and long-term critical business decisions.* Co-manages and coordinates all administrative functions, including expense management, for the office. Collaborates with business operations to ensure that administration services provided to the office are at acceptable levels.* Monitors and responds to office growth demands or reductions in workforce, including staffing, physical plan and technology needs. Plans and coordinates projects regarding systems and processes changes.May perform other responsibilities as assigned.**Reporting Relationship:** Reports to Managing Trial Attorney (8-2). Manages a team of attorneys, paralegals and/or support staff. Composition and number of reports will vary dependent on office.**Typical Skills and Experiences:****Education:** Juris Doctor degree from an accredited law school.**License/Certification/Designation:** Maintains an active license in the state in which the position is located.**Experience:** Typically has 10 plus years of relevant civil litigation, trial experience, and jury trial experience as lead counsel preferred. Management experience required.**Knowledge, Abilities and Skills:** Has expertise in highly complex matters of law. Excellent written and verbal communication skills. Strong negotiation skills. Excellent analytical and legal skills. Creative problem solver, computer savvy with a solid understanding of basic software and use of same. Good time management and organization skills. Comfortable contact with all levels of management. Ability to train trial attorneys, paralegals and support staff. Decision- making ability to set work priorities and make recommendations. Ability to initiate, prioritize and coordinate complex projects and cases. Strong leadership skills, including motivating, influencing and problem solving. Stays in sync with the private practice of law policy and the ethical rules of the state where the position is located. Must also acknowledge and follow all corporate and NTD policies and procedures Other criteria, including leadership skills, competencies and experiences may take precedence.Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner.**Values:** Regularly and consistently demonstrates the Nationwide values.**Job Conditions:****Overtime Eligibility:** Not Eligible (Exempt).**Working Conditions:** Normal office environment. Frequent travel. Occasional overnight travel. Extended hours are often necessary to meet the demands of the profession.**ADA:** The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.**Credit/Background Check:** Due to the fiduciary accountabilities of this job, a valid credit check and/or background which will be required as part of the selection process.**Benefits**We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, .Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.#legal **NOTE TO EMPLOYMENT AGENCIES:**We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently #J-18808-Ljbffr

Job Description An exciting position is now available at America's Socially Responsible Bank! Amalgamated Bank is seeking an experienced Commercial Banker to join our team. In this role, you will be responsible for developing and managing a portfolio of relationships as the principal relationship manager to our mission driven deposit and commercial clients. Your expertise in banking products, coupled with strong sales abilities, will be essential in creating tailored proposals to meet customer needs and enhance the region's market share. By joining our team, you'll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: Perform tasks in line with the Bank's mission, vision, and core values, ensuring the delivery of prompt and excellent service to labor, sustainability, political, non- profit, philanthropic, and social advocacy clients. Acts as the principal relationship manager for new and existing clients. Develop and implement middle markets sales strategy for commercial banking products and cash management services that will result in the attainment of assigned goals including year over year loan, deposit, and non-interest income growth. Identify, analyze, structure and internally advocate for commercial credit opportunities. Execute regional and company-wide sales objectives and goals. Work with commercial banking teams across the company to prospect and effectively on-board new clients. Work closely with the portfolio management team within the Bank to ensure that existing loans within the assigned portfolio are in compliance. Establish and maintain a thorough prospect file and business strategy. Keep updated on changes to the banking environment, bank competition, and customer's business environment. Understand the Bank's treasury management products. Adhere to general bank regulatory procedures. Perform other duties as directed. Knowledge, Skills and Experience Requirements: Bachelor's degree in business, finance, or a related field. Minimum of 7 years of commercial credit experience. Formal credit training is a plus. A strong working knowledge of credit, intermediary lending, underwriting, non-profit accounting, tax credits. Results oriented with strong relationship management and business development skills, with successful track record in coalition building and partnership execution. Ability to structure loans and monitor credit performance. Well-developed analytical, credit and problem-solving skills with knowledge of credit administration, analysis, and credit policy/procedure. Excellent verbal/written communication and presentation skills Interpersonal and supervisory skills Our job titles may span more than one career level. The starting base salary for this role is between $150,000.00 - $160,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Come join our amazing team and work remote from home! The Retail Document Specialist II is responsible for drawing documents for FHA/VA/USDA and conventional loan products using various document companies and systems for both wet and dry states. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. WHAT YOU'LL DO: Reviews/prepares closing documents for compliance with RESPA/GFE regulations and company policies and procedures. Reviews title policy, appraisal and escrow instructions for correct property address, vesting and legal description Verifies lock and approval information for all loan programs and investors Identifies and resolves discrepancies between the file documents and loan origination system Draws and prepares all loan documents and ensures completeness of file Performs High Cost Test per guidelines. Correspond with title/escrow companies, and internal office staff Maintains highly confidential information concerning loan applicants Assists Operations staff with general support as necessary. Performs other duties as assigned. WHAT YOU'LL NEED: Ability to accurately draw loan documents for Conventional, FHA ,VA and USDA loan programs for wet and dry states Ability to work accurately and efficiently in a fast paced environment Knowledge of and ability to effectively apply current RESPA/GFE regulations Strong organizational skills and ability to work on several tasks simultaneously Strong customer service skills Knowledge of office machines such as computer, copiers, scanners Knowledge of Microsoft suite of products (word, excel, etc.) High School diploma or its equivalent required Previous experience drawing loan documents for Conventional, FHA VA and USDA loan programs for wet and dry states required Automated underwriting system experience preferred Experience working in a paperless environment preferred Our Company: Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: *************************** What We Offer: Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. Customized training programs to help you advance your career. Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. Educational Reimbursement. Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org. Notice to all applicants: Carrington does not do interviews or make offers via text or chat.

Job Description THE COMPANY The Low Income Investment Fund is a non-profit Community Development Financial Institution (CDFI) that mobilizes capital and partners to achieve opportunity, equity and wellbeing for people and communities. LIIF innovates financial solutions to create more equitable outcomes for all by building and preserving affordable homes, quality educational opportunities from early childhood through higher education, health clinics, healthy food retail and community facilities. In this way, LIIF provides a bridge between private capital markets and communities. LIIF's headquarters is in San Francisco and has offices in Los Angeles, New York, Atlanta, and Washington D.C. REPORTING RELATIONSHIPS: This position reports to the Program Manager, Early Care and Education Program and collaborates with the broader Early Care and Education and LIIF teams. JOB SUMMARY: The Program Officer, Early Care and Education Facilities plays a critical role in implementing and expanding the Early Childhood Facilities Fund. This fund supports high-quality early learning environments across Alameda County. The Program Officer manages grants, provides technical assistance to childcare providers, and collaborates with public and private partners to enhance the supply and quality of early childhood education facilities. This role is ideal for a mission-driven, organized, and collaborative professional dedicated to improving outcomes for children and families. KEY RESPONSIBILITIES: Facilities Grant Management Administer a complex portfolio of facility improvement grants for licensed childcare centers, family childcare homes, and other child-serving spaces (e.g., libraries, shelters, family resource centers). Manage full grant lifecycle including application intake, due diligence, contracting, disbursement, and closeout. Review grant applications for compliance, feasibility, readiness, and alignment with strategic program goals. Maintain real-time tracking systems to monitor pipeline activity, award status, project timelines, and budgets. Conduct virtual and in-person site visits to assess facility needs, document progress, and ensure compliance with program milestones. Draft grant recommendations, presentations, and summary reports for internal review committees and funding partners. Support communications and outreach to ensure grant opportunities are equitably distributed across diverse provider communities, including monolingual and underrepresented populations. Technical Assistance and Capacity Building Provide individualized technical assistance to ECE providers on facility-related topics including scoping of repairs, space planning, health and safety, regulatory compliance, and business planning. Assist providers in navigating building code requirements, Community Care Licensing (CCL) regulations, and zoning issues in collaboration with city and county agencies. Develop and lead trainings or workshops on facility best practices, physical environments for young children, business readiness, and long-term maintenance planning. Create and disseminate resource guides, tip sheets, and planning tools tailored to small business operators and nonprofit childcare programs. Data, Evaluation, and Continuous Improvement Track and analyze grant performance metrics and project impact data (e.g., number of slots created, improved quality indicators, geographic equity). Maintain accurate, timely records in Salesforce or equivalent cloud-based databases. Contribute to reports for funders, internal leadership, and external stakeholders on program outcomes and success stories. Identify areas for process improvement, propose enhancements to internal systems, and participate in cross-team learning sessions. Stakeholder Engagement and Collaboration Serve as a liaison with local government departments, including but not limited to First 5 Alameda County, Community Care Licensing, and local Fire, Building, and Planning Departments, affordable housing developers, and licensing bodies to align facility funding and development strategies. Other Duties as Assigned: Support the overall mission and work of the ECE team as needed. QUALIFICATIONS: Bachelor's degree in Early Care and Education, Architecture, Planning, Operations, Business Administration, Public Administration, Finance, or a related field. Minimum of 2-3 years experience in Early Care and Education (ECE), California childcare licensing, and government funding regulations. Bilingual Spanish Required Strong organization and project management skills. Ability to work independently while managing multiple priorities. Training and business technical assistance experience for childcare providers or small businesses. Knowledge or willingness to learn about planning and building codes for childcare and community facilities. Understanding of facilities construction, management, project planning, and cost estimation. Strong collaboration skills with diverse stakeholders in public and private sectors Willingness to travel throughout California for site visits and occasional evening/weekend work. Proficiency in cloud-based systems and databases (Salesforce experience a plus). ADDITIONAL INFORMATION: LIIF offers a hybrid work environment with flexibility to balance in-office and remote work. However, all employees are expected to work on-site at least two (2) days per week. The successful candidate may be expected to travel occasionally for meetings or other Company sponsored events. All Low Income Investment Fund (LIIF) employees must be fully vaccinated against COVID-19. In accordance with LIIF's policies, we provide reasonable accommodations, absent undue hardship, to qualified individuals who cannot get vaccinated against COVID-19 because of sincerely held religious or medical reasons. If you believe you need an accommodation from the vaccination mandate required by this policy, please notify our Human Resources Department. HOW TO APPLY: Please apply with Resume and Cover Letter via our recruitment portal: Recruitment (adp.com) Notice to Third Party Recruitment Agencies: Please note that Low Income Investment Fund does not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed Recruitment Services Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement Low Income Investment Fund shall explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Low Income Investment Fund. We do not accept unsolicited phone calls. Only candidates being considered for a position will be contacted. LIIF, an EOE (Equal Opportunity Employer), believes that diversity ensures excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender, or national origin. Candidates of diverse backgrounds and with diverse experience are strongly encouraged to apply for this position.

We are hiring a Senior Mortgage Loan Processor (Senior Real Estate Loan Processor) who will work in the Real Estate department managing applications from Members for mortgage and equity loans and prepares/processes a variety of documentation for completeness. Business Hours: Monday - Friday: 8:30AM to 5:30PM *Based upon business needs, our positions may require working flexible hours, including weekends. This position is based in Anaheim Hills, CA with the opportunity to work on a hybrid-remote schedule which consists of 2 days in-office and 3 days working remote from home. Why Work at CU SoCal? CU SoCal is one of the fastest growing credit unions and is more than just a place to work. It's a place where people come before profit, a place where you can build a career that's more than a job, and where the work you do has meaning and purpose. We offer competitive pay, great health benefits and a culture like no other! CU SoCal is a Gallup Exceptional Workplace Award Recipient In 2025, Credit Union of Southern California (CU SoCal) was once again honored with the Gallup Exceptional Workplace Award, marking our second consecutive win and ranking us among the top workplaces worldwide for outstanding employee engagement! The CU SoCal culture fosters Building Better Lives for our Members, personal development, open communication, and genuine care for each other. We prioritize C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service to others. If you're passionate about making a difference and want to be part of a dynamic team, explore CU SoCal career opportunities today! Requirements Minimum Qualifications High School Diploma or equivalent. 5+ years of real estate lending experience including working processing real estate loan files, and collaborating with underwriting. Working knowledge of Fannie Mae and Freddie Mac guidelines. Preferred Qualifications Bachelor's degree or equivalent experience. 4+ years prior credit union experience. Knowledge, Skills and Abilities Proficient in all applicable MS Office programs (i.e., Word, Excel, Outlook, Teams, etc.). Excellent oral and written communication, human relations and negotiating skill. Maintain a working knowledge of policies and procedures necessary to effectively perform job duties. Excellent Customer Service skills. Ability to lead or direct processors with less experience. Strong working knowledge of Encompass and Symitar systems. Essential Duties and Responsibilities The Real Estate Loan Processor performs a variety of duties within established department policies, guidelines and procedures, under the direction of the Real Estate Manager. Responsible for the accurate of timely processing loan applications 1st mortgage loans (Purchase and refinance transactions) and Home Equity products. Maintains thorough knowledge of all mortgage and equity loan products and guidelines. Ensure Real Estate requests - satisfy guidelines set by CU SoCal, it's investors (i.e. Fannie Mae - Freddie Mac and HUD) and its business partners (i.e. Mortgage Insurance Providers, Escrow, Title, Appraisal). Verifies and/or validates application information and exhibits to determine Member's qualification for loan. Discusses and communicates the status of the application, loan conditions and closing requirements with Members and other interested parties. Prepares loan exhibits, orders appraisals, calculates income, and prepares initial disclosures. Communicate decisions to internal team and Members as needed; work closely with the loan team to determine appropriate counteroffers to Members and clear any pending conditions. Meet all department goals and deadlines for productivity, quality, and KPI's. Complete understanding and active application the C.A.R.E. 4 Guide expectations and the Brand Communications Standards Accountability Philosophy. Complete understanding and active application of the Exceptional Experience Guide expectations. Must be able and available to work a “hybrid” schedule, per business operations requirement, as needed. Additional duties and responsibilities, as assigned. We support Pay Transparency and are a pay-for-performance organization that benchmarks base pay to the 50th percentile of market data. Pay Scale: Min $26.20 / Mid $33.15 / Max $39.00* an hour *Actual compensation will be based on geographical location, work experience, education and/or skill level. CU SoCal is an equal opportunity employer. All decisions are based only on the individual's qualifications/ability to perform the work. The above statements are intended to describe the essential functions, nature and level or work to be performed as of the document preparation date; they are not intended to be an exhaustive list of all duties and responsibilities. CU SoCal reserves the right to modify this job description at any time, without notice. We foster an environment and culture where ideas and decisions from all people help us grow, innovate, and fulfill our mission of Building Better Lives.

The Principal Process and Business Analyst plays a critical role in shaping Technology Credit Union's (Tech CU) enterprise approach to process optimization, knowledge management, business requirements, and user acceptance testing governance. This role serves as the functional owner for Tech CU's process catalog and knowledge management strategy, ensuring that Tech CU's people, processes, systems, and data are aligned to deliver efficient, member-centric services. The incumbent acts as a bridge between business stakeholders, technical teams, and vendors, and helps shape solutions that improve operational performance, enhance knowledge sharing, and create a culture of continuous learning and innovation. Responsibilities Essential Duties Enterprise Knowledge Management (KM) Maintains and enhances the enterprise process catalog in partnership with the lines of business and the enterprise risk management team. Participates in KM Strategy discussions, vendor evaluations, RFP processes, and contract negotiations including providing requirements and evaluation criteria. Designs, implements, and maintains a KM framework that captures, organizes, and makes business policies, procedures, job aids, FAQs, and best practices are centrally available, well-maintained, and consistently adopted. Partners with IT and vendor teams to integrate KM systems with chatbots, member self-service portals, and employee tools, ensuring a seamless experience across channels. Establishes governance for KM content lifecycle (creation, approval, versioning, archiving) and drives adoption across departments. Defines and tracks KM KPIs (usage, adoption, accuracy, and impact on member/employee efficiency). Business Analysis & Requirements Governance Contributes to the business requirements lifecycle, establishing enterprise standards for elicitation, documentation, traceability, and sign-off. Oversees requirements for assigned projects, ensuring alignment with enterprise goals, business owner needs, and agile project management frameworks. Serves as the enterprise liaison between business stakeholders, IT, and vendors, ensuring requirements translate into effective solutions. Governs and maintains Tech CU's repository of business requirements, UAT artifacts, and process documentation. User Acceptance Testing (UAT) Oversight Participates in defining Tech CU's UAT governance framework and measure its effectiveness, including test planning, script creation, execution oversight, defect triage, and sign-off. Owns the UAT for assigned projects. Process Optimization & Continuous Improvement Applies methodologies such as Lean, Six Sigma, and value stream mapping to identify inefficiencies, streamline workflows, and improve member and employee experiences. Program-manages company-wide process improvement opportunities and related efforts. Supports business units in defining process KPIs, measuring outcomes, and embedding continuous improvement practices into daily operations. Work Schedule Full-time; typically, 40+ hours/week Flexible within core business hours, Pacific Time, M-F Occasional extended early morning or late evening hours, and weekends, typically with advance notice Workplace Essentials Supports Tech CU's Mission and Vision and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate and Cultivate). Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans. Complies with Tech CU policies and procedures. Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace. Complies with requirements imposed by federal, state and local agencies. Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors. Qualifications Education: B.S. Degree in Business, Project Management, MIS, Computer Science, or related area (or equivalent experience). Experience: 8+ years in business analysis, knowledge management, or process improvement roles. 5+ years designing and implementing knowledge management frameworks or platforms. 5+ years leading requirements management and UAT governance across complex projects. 3+ years applying process improvement methodologies, such as Lean, Six Sigma, DMAIC (Define, Measure, Analyze, Improve, Control), and value stream mapping. Familiarity with financial institution operations and systems is strongly preferred. Knowledge/Skills/Abilities: Advanced expertise in knowledge management frameworks and content governance models. Strong business analysis and process modeling skills; able to translate complex needs into actionable solutions. Advanced facilitation, communication, and presentation skills across all organizational levels. Strong proficiency with Business Analysis (BA) and UAT tools (JIRA, Confluence, ALM, SharePoint, KM platforms). Solid familiarity with change management methodologies, such as ADKAR (Awareness, Desire, Knowledge, Action, Reinforcement) and Kotter, to drive adoption. Strong analytical skills to measure process impact and knowledge usage. Comfortable managing vendors, platforms, and external consultants. Strong knowledge of SDLC (Software Development Life Cycle) and agile practices to align process and knowledge requirements with development cycles. Strong analytical skills to quantify process impacts and measure knowledge usage. Solid ability to coach and mentor colleagues on process improvement and knowledge management best practices. Licensing/Certifications: Lean Six Sigma certification (Green or Black Belt preferred). Knowledge Management or Process Excellence certifications (e.g., APQC, AIIM) a plus. CBAP, PMI-PBA, or ISTQB certification a plus. Travel: May be required to periodically attend offsite training, meetings or events, typically with advance notice. Typical Working Conditions: Office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance. Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices. Physical Requirements: Typical office environment with frequent sitting, walking and standing. Ability to sit ~85% of the day. Ability to keyboard and read computer screen for ~65% of the time during which one is seated. Ability to work 40 hours per week with some weeks requiring extra hours, including weekends and evenings, to complete projects (if required). EQUAL EMPLOYMENT OPPORTUNITY Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pay and Benefits Position Grade: 108 Salary Range: minimum-$132,000, midpoint-$160,000, maximum-$188,000 Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location. Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications. Bonus Potential: Target 15% of base salary based on company and individual performance Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals. Tech CU offers a comprehensive benefits package, including: Health Coverage: Medical, dental, and vision plans Income Protection: Life and disability insurance Retirement: 401(k) plan with company match Paid Holidays: 12 days annually Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year) Increases with length of service Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations Additional Benefits: Flexible Spending Accounts Employee-paid voluntary benefits Leaves of absence in compliance with state and federal regulations

About this role BlackRock SMA Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. About this Role We are adding to our team and are looking for a Portfolio Specialist who will work closely with portfolio management and trading teams and will support their operational workflow. We are looking for candidates who are bright, motivated, articulate, and has a sense of humor. Ideal candidates will also have excellent problem-solving skills, a high degree of attention to detail, and outstanding organizational abilities. This position offers an excellent opportunity for someone interested in gaining experience in the finance industry and working for an established investment management firm. Our headquarters is in Sausalito, California, only one block from the beautiful harbor. It's a short, 20-minute drive from much of San Francisco (opposite the normal commute), and many of our team members are spread throughout San Francisco, the North Bay, and East Bay. Key Responsibilities: · Support the portfolio management and trading teams' operational workflows · Review and validate incoming client trade and analysis requests · Manage and maintain SalesForce dashboards and workflows · Assign client requests to appropriate Portfolio Managers and other internal teams · Reply to diverse internal and external requests in a timely manner · Document and refine operational processes for consistency and transparency · Contribute to initiatives that enhance overall client experience and service delivery · Support automation and efficiency improvements across various operational processes · Assist with ad hoc projects and responsibilities as needed. Qualifications: · BA/BS required · Minimum 3+ years prior work experience · Strong attention to detail and accuracy · Excellent written and verbal communication skills · Outstanding problem-solving and interpersonal skills · Strong organizational and multitasking skills · Ability to work independently and in a small group environment · A high degree of integrity with the ability to handle confidential matters · Capacity to work in a fast-paced environment · Collaborative attitude is a must · Familiarity with Salesforce a plus · Trade operations experience a plus For Sausalito, CA Only the salary range for this position is USD$116,000.00 - USD$155,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

About this role BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the investment teams, resources and strategies within BlackRock and is tasked with identifying and creating solutions for clients using BlackRock's broad expertise across investment capabilities. BlackRock's objective is no less than to be the world's preeminent provider of Alternative investment solutions within the wealth segment. The individual will be responsible for working with generalist relationship managers to deliver Alternatives education to financial advisors and introducing our Alternatives platform and investment solutions. The individual will be responsible for supporting the broader Alternatives sales and engagement strategy within U.S. Wealth Advisory, maintaining key client and prospect relationships to grow our business and assets under management. Role and Responsibilities Execute the alternative sales campaign strategy. Serve as central point of contact and key representative from distribution to senior stakeholders and portfolio managers in Alternatives. Build robust and lasting sales dialogues with Alternatives Power Users at third party intermediaries, bringing a deep subject matter expertise of BlackRock's investment platform to the sales process, and being accountable for significant asset growth. Manage centers of influence client relationships at a senior level within the market to elevate BlackRock's overall local relationship. Work with distribution partners in various client segments within US Wealth Advisory to drive new business opportunities. Actively supporting the existing relationship managers' sales efforts with clients and prospects as an alternative's expert. Clearly and concisely articulate multiple product characteristics and BlackRock Alternatives Platform narrative to sophisticated financial advisors. Initiate education and sales activity with financial advisors not currently engaged in discussions with BlackRock. Experience, Skill, & Qualities Proven sales background - track record of building strong financial advisor relationships and being viewed as a “trusted advisor”. Ability to drive results in an autonomous working environment and in close collaboration with colleagues within and across business units. Capacity to move effectively and efficiently between engaging with financial advisors, relationship managers and product specialists to provide value added perspective and deliverables. Strong communication skills - ability to clearly and concisely articulate product and platform characteristics to sophisticated investors both in written work and presentations to large and small audiences. Passion for the financial markets and alternatives asset class. Ability to lead by example - high ethical standards and strong work ethic. Minimum 7-10 years' experience, 5+ years' experience wholesaling preferred. Education and Credentials Series 7 and 66 required. Graduate degree or CFA, CAIA Preferred For San Francisco, CA Only the salary range for this position is USD$150,000.00 - USD$150,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. We recruit, hire, train, promote, pay, and administer all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses.BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.

WHAT IS THE OPPORTUNITY? Responsible for performing and documenting through root cause analysis on clients' transactions identified through fraud operations and strategy to identify rings, scams, fraudulent activities that impact CNB's clients, and corporate losses. Additionally, the Fraud Investigator will quarterback internal events and investigation activities to strengthen operational processes to reduce fraud risk. WHAT WILL YOU DO? * Perform analysis on clients' transactions identified through the monitoring system that involves various transaction types including but not limited to credit, cash, wire transfers, remote deposit capture and loans. * Conduct and document, timely investigations with well-reasoned and supported decision-making. * Utilize a variety of internal bank systems and external research tools to investigate, research, and prepare documentation related to fraud investigations consistent with the resolution of the investigation and perform root cause analysis to identify solutions to reduce future fraud risk. * Conducts follow-up with line colleagues and clients for any missing or necessary information. * Demonstrate personal excellence including punctuality, integrity, and accountability. * Think critically and exercise independent judgement. * Apply subject matter expertise in the financial services industry to drive improved fraud detection and prevention. * Champion activities across the fraud organization for identified risk events. * Provide escalation support for fraud operations. * Communicate emerging fraud trends across client operations. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years experience in risk management or fraud related functions * Minimum 5 years experience in fraud investigations *Additional Qualifications* * Must work well in a team environment, as well as independently. * Advanced computer experience required (e.g., MS Word, Outlook and Excel) * Analytical skills, use of good judgment, attention to detail, internet savvy. * Solid understanding of deposit, credit, and money movement transactions and potential fraud attack vectors. * Must have a strong and positive work ethic and follow CNB core values. * Must be flexible and adapt quickly to change. * Must be able to multi-task, adapt well to changing priorities, and meet specific performance goals. * Advanced Knowledge of PC functions in a Windows based environment. * Proficient in Excel and Word. * Effective written and oral communication skills to interact effectively with all levels of bank personnel and clients. * Demonstrated experience in root cause analysis and event management coordination. * CFE and/or CFCI certification desired * Familiarity/proficiency in programming tools such as Snowflake, Python, SAS for data queries desired *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Come join our amazing team and work a hybrid schedule! The Early Stage Collections Specialist I will be responsible for counseling borrowers on methods for bringing their loan current and/or exploring alternative solutions. Contact borrowers in the early stages (1-59 days) of the delinquency cycle and negotiate payment arrangement to bring borrowers current. In the event a borrower is unable to bring the account current, representatives thoroughly review the borrower's current financial situation and offer additional options depending on the circumstance. They also provide support to inbound Customer Service on high inbound volume days. Individual must perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. This role generally performs work of low to moderate complexity. Incumbents are able to perform collections and customer service activities and may still be learning the more complex mortgage concepts and call types. The target pay for this position is $21.50 per hour plus monthly incentive bonus. An additional $1.50 per hour can be added if you are fully bilingual English/Spanish and an additional $1.50 for working 9:00 a.m to 6:00 p.m PST. Evaluates and helps determine the borrower's ability to pay, and collects appropriate financial information in a courteous and professional manner, striving for first-call resolution and in compliance with all applicable regulations. Counsels borrowers on their options through education of alternative solutions. Contacts borrowers, utilizing an automated dialing system (Aspect Dialer) for both inbound and outbound calls. Provide alternatives to borrowers who demonstrate the ability and or inability to pay, by educating them on repayment plans, loan modifications, short sales, Deed in Lieu of Foreclosure, and/or possible refinancing. Negotiate reasonable payment arrangements with borrowers, initiate and explain required documents to complete a borrower “Request for Mortgage Assistance” package in compliance with department policies and procedures. May function as the single point of contact for a borrower. May need to escalate borrowers to a licensed Loss Mitigation associate for specific workout details. Provide status on payments and payoff inquiries; verify payment history and new servicer contact information; process payments. Assist with loan servicing website payments, denied access, password resets. Respond to escrow, loss draft and closing document inquiries. Provide status on a wide variety of servicing functions including payment/credit disputes, escrow refunds/shortage, loss draft, short sale, Deed in Lieu of Foreclosure, modification/refinance requests, repayment plans, and additional mortgages activities. What you'll need: High school diploma or equivalent work experience Less than one (1) year collections experience in a customer service/call center environment and /or loan servicing experience Experience in the Banking, Mortgage/Loan Servicing industries preferred. Our Company: Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: *************************** What We Offer: Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. Customized training programs to help you advance your career. Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. Educational Reimbursement. Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org. ******************************* Notice to all applicants: Carrington does not do interviews or make offers via text or chat. #LI-AE1

WHAT IS THE OPPORTUNITY? Information Technology (IT) Disaster Recovery (DR) Program is in the second line of defense and is accountable for CNB's Disaster Recovery strategy, enabling CNB to provide independent oversight and effective review and challenge (R&C) of disaster recovery program. The Disaster Recovery Analyst is responsible for leading disaster recovery risk assessments, providing advice and independent challenge, monitoring metrics/key risk indicators, monitoring regulatory landscape for changes related to IT DR, conducting disaster recovery risk reviews and analysis, and reporting thematic risks to ensure the Disaster Recovery Risk Profile is fairly presented. WHAT WILL YOU DO? * Support the development and execution of the IT Disaster Recovery risk program and procedures consistent with City National Bank's and RBC's Risk Framework to ensure a sound control environment from an IT DR/Operational Resilience perspective. * Key areas of responsibility include R&C of: disaster recovery exercises, IT Datacenter runbooks, IT Disaster Recovery Reporting and adequacy of IT Disaster Recovery controls. * Monitoring (as needed) of DR tests to confirm adequacy of testing reports and conclusions. Monitoring of DR test may require some evening or weekend work which will be well known and established ahead of time. Working with stakeholders, subject matter experts, and analysis of reports to define issues, determine root cause, and determine appropriate changes. * Assist with drafting reports and corrective action/remediation plans by providing observations and findings including any gaps in compliance with Bank policies and standards * Maintain workpapers to support the timely and effective response to requests from Internal Audit or external regulators. * Performs DR awareness training relating to DR Risk Management, including new and changing policies, systems, and methodologies. * Assesses DR risks and policy/standard/procedure compliance relating to controls design, FLoD DR testing processes, FLoD DR testing results. * Provides support of Internal Audits and Regulatory Exams. * Understand and apply internal policies/procedures, laws and regulations and managing regulatory requirements including but not limited to: FFIEC, OCC, FINRA, Federal Reserve related to Disaster Recovery requirements. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 7 years practical Business Continuity, Disaster Recovery, and/Crisis Management experience * Minimum 3 years of financial services experience * Minimum 3 years of project management experience *Additional Qualifications* * BS in Computer Science or demonstrated equivalent experience * Professional certification from the Disaster Recovery Institute, International or from The Business Continuity Institute (e.g. ABCP, CBCP, MBCP, MBCI, CRP and/or other Business Continuity or industry related certifications preferred. * Strong skills in applying Disaster Recovery planning principles to various levels (staff, management and executive) of the company. * Knowledge and understanding of crisis and emergency management. * Project management skills, which include task identification, project planning, and ability to understand scope of recovery efforts, ability to coordinate critical activities during continuity exercises and events, and proficiency with tools required to pull project together. * Fully proficient with Microsoft Office applications, including (but not limited to) Word, Excel, Visio, and PowerPoint. * Advanced presentation skills and oral and written communication skills. * Self-starter with the ability to work independently. * Excellent interpersonal, organization, analytical, problem solving, critical thinking, communication, and prioritization skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $77,000 - 143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

WHAT IS THE OPPORTUNITY? This position is responsible for the review and analysis of loan boarding packages for commercial and consumer loans and booking collateral to the Collateral Management System. Acts as liaison with Closing Department to resolve collateral matters pre and post boarding. This position will handle moderate to complex collateral issues and will work independently with minimal guidance from Supervisor or Assistant Supervisor. WHAT WILL YOU DO? * Performs collateral reviews and identifies exceptions * Ensures that Demands and Reconveyances tracking is in conformity with regulatory/government requirements. * Updates the Collateral Tracking System * Fulfills internal requests for collateral review and document preparation * Responsible for ensuring compliance with assigned Bank policies and procedures relating to collateral perfection and monitoring. * Processes, solves and answers simple to complex collateral related issues. * Responsible for data integrity of Collateral Management System. * Maintains a proficient knowledge of applicable banking and RESPA rules and regulations. * Manage Special Projects independently. * Maintain a proactive, committed approach to such programs as Customer first, Community Reinvestment Act (CRA) and Equal Employment Opportunity. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years of experience working in documentation or a bank servicing department * Minimum 3 years of experience in analyzing loan documents and credit approval documents. * Minimum 2 years of experience with MS Office Suite *Additional Qualifications* * Knowledge of terminology and documents, related to the perfection and retention of collateral (e.g. real estate, Security Agreement and UCC filings, etc.). * Must be able to process and handle large volumes ensuring quick turnaround * Familiarity with the CFPB, RESPA and Article 9 * Education: Associates Degree or higher. * Strong Microsoft Office suite knowledge, * Strong math/accounting, data analysis and business writing skills * Strong research and analytical skills * Ability to quickly adapt to and become proficient in disparate loan processing systems * Candidate for this position must be able to analyze commercial and consumer notes and credit memorandum. Candidates must have a strong documentation and collateral background *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Open for Qualified Candidates Type: Full-Time Industry: Accounting and Financial Services Welcome to JLK Rosenberger: Where Careers Skyrocket! Are you eager to dive into the professional world? Are you aspiring to leave a mark? Join us at JLK Rosenberger, a dynamic growing CPA firm, and watch your career take off! Why JLK Rosenberger? Fast-Track Your Career: Imagine becoming a partner in your 30s. At our fast-growing firm, rapid advancement isn't just a catchphrase-it's a reality. Dynamic Culture: Work with close-knit colleagues who are as fun as they are professional. Get your work done and have fun while you're at it. Get the Full Experience: From day one, you'll be immersed in every aspect of auditing, not just a tiny slice. Gain invaluable experience, learn faster, and accelerate your growth. Unparalleled Training: Benefit from our hands-on training programs designed to make you a well-rounded professional. Flexible Work Environment: Choose how you work best with our flexible remote work schedules. Occasional field work is required over the course of the year, but most client sites are local and reachable via car. What We're Looking For We are currently seeking a skilled audit associate with public accounting experience to join our Assurance line of business. We're interested in people who are naturally curious and have a passion for learning and problem-solving. This individual will need to be professional, detail-oriented and proactive with a genuine interest in auditing. What You'll Do As an Experienced Audit Associate, you'll work with clients in the insurance industry, nonprofit industry, and also audit employee benefit plans. This role is ideal for someone with a strong foundation in audit principles who is ready to take on more responsibility, assist in leading engagements, and mentor junior staff. Specific Responsibilities include: Getting to know our clients, their business and how they work to provide the right service Proactively assist the team in audit and review engagements from planning through reporting Perform risk assessments and evaluate internal controls Ensure compliance with accounting standards and firm policies Supervise and mentor junior associates and begin strengthening the soft skills to support evaluating their performance Begin acquiring the skills necessary to develop quality client relationships and loyalty Become proficient at accounting and auditing research including knowledge of the reference sources available to the firm Coordinate with offshore teams and manage workflow efficiency Contribute to internal initiatives such as training, process improvement, and AI integration Skills and Attributes for Success Ability to work in a fast-paced, team environment Ability to prioritize work under tight deadlines Ability to adapt to change Strong analytical and problem-solving skills Ability to interact with various levels of leadership (client or within the team) in both written and verbal form Self-motivating and taking responsibility for personal growth and development Detail oriented and a high level of pride in your work Familiarity with audit software (e.g. CCH Engagement, PPC audit methodology) Perks and Benefits We understand that our employees are the backbone of our firm, and this is why we offer a comprehensive benefit plan package: Unlimited PTO: You set your days off to balance your work and personal life. Top-Tier Benefits: Low premiums on medical, dental, vision, and life insurance. A 401(k) plan with a 3% salary-based safe harbor contribution and discretionary profit sharing is offered after meeting the plan requirements. CPA License Journey: We support a CPA exam review course and reimburse fees for passed exam sections. Continuing Education: We invest in your professional growth and provide consistent, customized, and diverse outlets for CPE. Let Loose: Annual Christmas party, Ditch the Office Day, and more! Give Back: We'll make an annual $300 charitable donation to your favorite charity. All Around Development: Opportunities in firm growth, recruitment, mentorship, and guidance to help build your professional brand. Purposeful Work: Feel the immediate impact of your contributions. Ready to Soar? If you're eager to join a firm that supports your professional dreams while also fostering a work-life balance, we want to hear from you! Apply now and redefine your career trajectory with JLK Rosenberger. Don't just settle for a job-craft your legacy with us. Requirements Minimum of two years' experience in public accounting Bachelor's degree in accounting, finance, economics or another related field Strong knowledge of U.S. GAAP and auditing standards CPA license or progress towards licensure Salary Description $77,000 - $81,000 per year