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Lincoln Financial Group jobs in Montgomery, AL - 50827 jobs

  • Vital Records Clerk

    Allen County-In 4.5company rating

    Fort Wayne, IN job

    Department: Health - Vital Records FLSA Status: Non-Exempt Under the direction of the Vital Records Division Director, the Vital Records Clerk collects, files, preserves, and certifies vital records among other assigned Vital Records associated duties. This position is Covered as defined by The Board of Commissioners of the County of Allen Employee Handbook. ESSENTIAL FUNCTIONS: Responsible for issuing certified birth and death certificates, paternity affidavits & genealogical records as requested in person, online, and via mail. Assists individuals with completing applications, reviewing identifiable information, making and certifying copies, collecting and receipting payments as required, as well as maintaining audit logs. Interacts with a variety of government departments and social agencies requesting and/or providing birth and death verifications, certificates, and related information. Assists public with obtaining birth and death records from other counties within Indiana, other states and abroad. Answers multi-line phone, takes and distributes messages, and directs callers to correct division, department or agency. Discusses detailed information with public regarding sensitive issues with tact, frequently involving problems and concerns. Assists in resolving customer problems and responds to inquiries as appropriate, including explaining procedures, ordinances, and regulations. Assists customers with Affidavit Requesting Amendment process, including advising on acceptable documentary evidence, preparing documents, updating on-site Vital Records database and Database Registration of Indiana's Vital Events (DRIVE). Researches and processes all legal corrections, certifiable facts and changes to County birth and death records. Processes, images, maintains and updates all records for the division, including Adoption Records, Court Orders, Affidavit Requesting Amendments, Paternity Affidavits, Paternity Affidavits Upon Marriage, Court Orders Determining Parentage, Legal Name Change, Flagging Missing Children and Home Births in on-site vital records database and DRIVE. Investigates and verifies authorizations for requests of all vital records per state law. Responsible for verifying the accuracy of and filing homebirths and hospital births with Paternity Affidavit's attached for Allen County with the State of Indiana. This includes receiving the documents electronically through DRIVE, reviewing and processing birth records in accordance with State Law. Conducts Paternity Affidavit and Paternity Affidavit Upon Marriage appointments per State law. Gathers required information to set appointments, prepares documents, issues and seals records, updates on-site vital records Database & DRIVE. Assists with preparing and issuing certified death certificates, includes assisting funeral homes, the Coroner's office, doctors' offices, and families with filing death records, verifying accuracy of information, data entry information, preparing records for filing with the Indiana Department of Health (IDOH), as well as preparing and indexing the records accordingly. Assists in preparing new birth records for Allen County and with IDOH. Reviews verifications, assures absolute accuracy, and processes birth record verifications to and from mothers and forwards records to IDOH as directed. Updates birth record index and computer records accordingly. Assists parents with completing necessary homebirth paperwork, including explaining medical terminology and pregnancy related questions. Composes and types a variety of letters, memos, reports, and other correspondences as directed by the Vital Records Division Director, including sensitive, non-routine correspondences requiring tact. Sorts and distributes daily mail, faxes, and electronic mail. Creates and enhances database files, researches and gathers information for monthly and annual statistical reports, and closes year-end reports. Assists with proper retrieval and filing of Department records and maintains filing systems accordingly. Updates State Regulations books as needed. Maintains current knowledge of appropriate office equipment including associated computer systems and software programs and/or databases. Performs all other duties as assigned, including overtime as required. REQUIREMENTS: High School Diploma or GED and one year of experience providing excellent customer service Strong written and verbal skills Attention to detail and the ability to file accurately Ability to multi-task in a high pace atmosphere and maintain emotions during stressful interactions National Incident Management System (NIMS) certification upon employment as required for all public health staff Thorough knowledge of statutes, regulations, departmental policies and procedures and the Intelligence Reform Bill pertinent to the maintenance and issuance of vital statistics Broad knowledge of and the ability to convey information, explanation, and interpretation of vital statistics regulations. Ability to discuss alternative options with general public regarding complying with rules, regulations, laws, policies and procedures. Valid Driver's License to operate a county-owned vehicle Ability to maintain strict confidentiality of all Division records and/or information regarding the members of the general public DIFFICULTY OF WORK: The Vital Records Clerk has the understanding of Vital Records policies, procedures and laws to perform work that is moderately complex when issuing birth and death records. RESPONSIBILITY: The Vital Records Clerk performs a variety of relatively standardized tasks when assisting individuals with completing applications, collecting, and receipting payments. Errors in work are readily detected. Work requires some analysis when filing of departmental records and creating and enhancing database files. Detailed instructions are given before work is started. PERSONAL WORK RELATIONSHIPS: The Vital Records Clerk maintains frequent contact with other County employees, personnel and officials from other government agencies, physicians, funeral directors and the general public regarding birth and death certificates, information and explanation of applicable laws, statues and proper procedures for vital records. WORKING CONDITIONS: The Vital Records Clerk works in a standard office setting requiring some standing and walking, frequent sitting, some lifting of up to forty pounds, bending, pushing and/or pulling loads, and reaching overhead. Frequent typing, including proofreading, attention to detail, detailed inspection and transcription. SUPERVISION: None LICENSING: National Incident Management System (NIMS) certification upon employment as required for all public health staff Valid Driver's License to operate a county-owned vehicle IMMEDIATE SUPERVISOR: Vital Records Division Director HOURS: 8:00 am - 4:30 pm and as needed, 37.5 hours per week, overtime as required Ability to respond to emergencies on a 24-hour basis according to established departmental guidelines in the event of a public health emergency or disaster EEO CATEGORY: 0806 WORKERS'S COMP CODE: 8810
    $23k-29k yearly est. 1d ago
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  • Loan Sales Representative - Houston, TX

    1St. Franklin Financial Corporation 4.4company rating

    Houston, TX job

    Join the 1st Franklin team as a Loan Sales Representative. This position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships a Sales Representative, Sales, Representative, Customer Experience, Banking
    $44k-87k yearly est. 1d ago

  • Portfolio Risk Lead - Quantitative Risk & Modeling

    Trexquant Investment 4.0company rating

    Stamford, CT job

    A financial services firm in Stamford, Connecticut, is seeking an experienced Portfolio Risk Specialist to lead and expand its Risk Management Team. You will enhance risk management platforms, develop risk analysis metrics, and implement risk mitigation strategies for a growing portfolio of asset classes. The ideal candidate has over 5 years of experience in portfolio risk management and strong quantitative skills. A collaborative and friendly work environment awaits you, along with competitive compensation and comprehensive health benefits. #J-18808-Ljbffr
    $113k-174k yearly est. 3d ago

  • Head of LLM Application Team (USA)

    Trexquant Investment LP 4.0company rating

    Stamford, CT job

    We are seeking a Head of a LLM Application Team to lead the design and development of cutting‑edge AI and large language model (LLM)-driven tools within a systematic hedge fund environment. The ideal candidate will have a strong track record of deploying LLM technologies in real‑world applications and be excited to explore transformative use cases across quantitative research and trading. Responsibilities Design and build next-generation tools that support quantitative researchers and help generate actionable trade signals. Collaborate with existing machine learning teams to explore novel applications of LLM technologies across various aspects of systematic trading. Serve as a thought leader on LLM advancements, guiding the team and organization in leveraging state‑of‑the‑art techniques to inspire transformative applications in systematic finance. Serve as a subject matter expert on LLM advancements, providing strategic guidance on integrating state‑of‑the‑art techniques to enhance systematic investment strategies. Partner with portfolio managers and quant researchers to develop models that address specific market inefficiencies and trading opportunities. Lead and build a high‑performing team of machine learning engineers and researchers, fostering innovation and excellence. Qualifications Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields. 2+ years of experience in researching and applying LLM technologies. Proven leadership experience in managing a team of quantitative members. Benefits Competitive salary plus bonus based on individual and company performance. Collaborative, casual, and friendly work environment. PPO Health, dental and vision insurance premiums fully covered for you and your dependents. Pre‑tax commuter benefits. Weekly company meals. Trexquant is an Equal Opportunity Employer #J-18808-Ljbffr
    $87k-127k yearly est. 22h ago

  • Nonprofit Canvass Director for Local PBS & NPR Station - $24/hr

    Donor Development Strategies 3.7company rating

    San Diego, CA job

    Donor Development Strategies (DDS) in collaboration with your local PBS & NPR station is searching for a dedicated Nonprofit Canvass Director to lead our grassroots efforts. This crucial role involves fundraising and community engagement to support public media outlets like PBS and NPR. We offer a structured 40-hour work week along with comprehensive benefits, including healthcare options, dental and vision plans, a 401(k), and Paid Time Off. Role Overview and Responsibilities The Nonprofit Canvass Director is a pivotal position where you will lead, manage, and inspire a team to meet and surpass fundraising targets. If you are passionate about public media and excel in leadership, we encourage you to apply. Field Leadership and Fundraising Lead by Example: Participate in field canvassing 4-5 days per week. Training: Implement comprehensive training for canvassing staff to ensure achievement of goals. Performance Targets: Meet and exceed minimum set quotas for fundraising and canvassing activities. Staff Management and Development Supervision: Create and implement effective training plans for new and existing staff. Accountability: Ensure staff adherence to schedules, quality standards, and professional protocols. Administrative Duties Data Management: Collect and ensure the accuracy of data related to daily operations and fundraising efforts. Resource Management: Oversee the security and confidentiality of donor contributions and reach goals in financial stewardship. Communication and Collaboration Team Engagement: Maintain open communication channels within the director team and report to the Project Manager. Professional Liaison: Represent DDS professionally in all interactions with stakeholders and team members. Preferred Qualifications and Skills Experience: Prior experience in canvassing, fundraising, organising, or leadership roles is highly desirable. Technological Proficiency: Familiarity with Microsoft Office and cloud-based storage platforms is essential. Communication: Outstanding verbal and written communication skills are necessary for public and team interaction. Organisational Skills: Strong attention to detail, exceptional time management, and multi-tasking capabilities. Work Environment and Physical Requirements Canvassing: Ability to commit to up to 5 hours of outdoor walking most days per week. Flexibility: Must be available to work Saturdays and possibly some holidays. Compensation and Benefits Salary: Competitive pay of $24.00 per hour with potential for bonuses based on fundraising success. Benefits Package: Includes healthcare, vision, dental, 401(k) with employer contributions, and Paid Time Off. Reimbursements: Mileage reimbursements at the IRS Rate for work-related driving. If you are passionate about making a difference through public media and meet these qualifications, your next career opportunity awaits with us! #J-18808-Ljbffr
    $24 hourly 3d ago

  • Emerging Middle Market Commercial Banker VP

    Jpmorgan Chase & Co 4.8company rating

    San Diego, CA job

    A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies. #J-18808-Ljbffr
    $64k-112k yearly est. 1d ago

  • Part-Time Member Advisor I - NE Philadelphia

    American Heritage Federal Credit Union 4.3company rating

    Philadelphia, PA job

    American Heritage Credit Union, a $5 billion credit union has immediate openings available in our Contact Center in Northeast Philadelphia! This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence. Responsibilities Include: Provide an ultimate level of service to the members and employees of American Heritage Federal Credit Union in a pleasant, efficient manner via telephone, electronic communications and\/ or mail. Ability to analyze and identify member's questions\/problems and refer\/cross-sell a product or service through the use of the ACS system in order to meet the expectations\/ financial needs of the member. Perform various transactions on accounts and research member inquiries including follow up to ensure member satisfaction. Requirements Include: Must have prior Contact Center\/Phone\/Customer Service\/Sales Experience! Must be available for shifts that start late morning\/early afternoon 11:30a.m -2:00p.m. to 7:00 p.m. shift and regular Saturdays from 9:00 a.m. to 3:00 p.m. unless it is a special occasion and the time off is approved by management. Average number of hours 27-29 hours per week. We offer a competitive salary, an outstanding benefits package, including a 401(k) with a generous company match and a friendly, progressive & environmentally friendly work environment. To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug\/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation. Come experience why American Heritage Federal Credit Union is a seven time award winner in the Philadelphia Business Journal Best Places to Work contest!! *","
    $43k-60k yearly est. 1d ago

  • US Corporate Tax Leader | Team & Client Mentor

    Escalon Services Inc. 4.1company rating

    Palo Alto, CA job

    A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr
    $80k-132k yearly est. 22h ago

  • Head of Sales, NA - SaaS GTM & Growth Leader

    Antler 3.7company rating

    San Francisco, CA job

    A tech company is seeking a Head of Sales (North America) to build and lead their sales motion in the US. You will own revenue targets, coach Account Executives, and shape the systems necessary for success. Ideal candidates have experience leading SaaS sales teams, building go-to-market strategies, and navigating fast-paced environments. This role offers an opportunity to significantly impact the company's growth in the North American market, focusing on both startups and large enterprises. #J-18808-Ljbffr
    $140k-214k yearly est. 2d ago

  • Senior Capital Markets & Credit Analytics Lead

    Goodleap, LLC 4.6company rating

    San Francisco, CA job

    A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth. #J-18808-Ljbffr
    $105k-140k yearly 1d ago

  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr
    $155k-236k yearly est. 2d ago

  • Fraud Investigator (REMOTE in VA, NC, SC, MD ONLY)

    Atlantic Union Bank 4.3company rating

    Greensboro, NC job

    The Fraud Investigator is responsible for investigating, documenting, and/or approving the investigation and documentation of Fraud related alerts, cases, suspicious activity reports (SARs), and any other reports and/or referrals that could lead to such investigation. He or she will represent Atlantic Union Bankshares Corporation (AUB) and its related subsidiaries as a dedicated point of contact for law enforcement inquiries related to financial crimes investigations. The Fraud Investigator serves as a second line of defense subject matter expert for Investigations and Fraud threat intelligence. Other responsibilities may be assigned at the discretion of the FIU Fraud Investigations Manager. Position Accountabilities Investigate internal and external fraud events perpetrated against AUB, its related subsidiaries, and stakeholders. Document and decision complex alerts and cases to identify reportable suspicious activity. Ensure Suspicious Activity Reports are accurate and approved for filing within regulatory guidelines. Conduct customer outreach as needed to follow up on status of fraud investigations and obtain additional information. Review procedures covering the investigation and reporting of suspected financial fraud crimes. Recommend changes in processes and procedures to the FIU Fraud Investigations Manager. Serve as a point of contact for other business lines with general questions or concerns about investigations. Assist in the oversight of processes for internal referral of questionable activity or behavior. Serve as a representative of AUB with local, state, and/or federal law enforcement agents on cases referred by AUB or on cases requiring AUB's assistance as it relates to financial crimes investigations. May testify in court on behalf of AUB for fraud cases. Participate in professional and community associations relating to law enforcement and criminal investigations. Distribute pertinent information to departments throughout the organization that may be affected by current Fraud trends. Develop, analyze, and report trends to the FIU Fraud Investigations Manager as required. Analyze corporate needs and suggest creative ideas to enhance comprehensive corporate-wide fraud risk mitigation processes. Attends training seminars as deemed necessary by the direction of the FIU Fraud Investigations Manager or higher. Organizational Relationship This position reports to the Fraud Investigations Manager Supervision of Others - No Position Qualifications Education & Experience Bachelor's degree in criminal justice, Business or a related field, or a combination of education and experience equivalent to such a degree--REQUIRED Certification as a compliance professional (i.e.: CAMS, CAFP, CFE)--PREFERRED Must have 5 or more years of banking, business, or criminal justice related experience--REQUIRED Must have a minimum of 2 years' experience in fraud or financial crimes investigations--REQUIRED Previous experience in delivering FinCEN SAR filings for Fraud events--REQUIRED Experience utilizing Verafin Case Management System Knowledge & Skills Demonstrated ability to interact with management, law enforcement, General Counsel, and other business lines with tact and diplomacy while achieving stated objectives. Ability to explain complex fraud issues in simple and clear ways. Working knowledge of fraud and financial crimes banking laws, regulations, operations, and procedures. Advanced written, oral, data analytics, interpersonal and negotiating skills with ability to prepare and present technical presentations and guide internal customers. Working knowledge of financial institution operations. Ability to research, analyze and recommend improved processes. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $44k-71k yearly est. 1d ago

  • Entry Level - Associate Member Relationship Specialist (Part-Time Teller 1 - Rancho Cucamonga)

    Arrowhead Credit Union 3.6company rating

    Rancho Cucamonga, CA job

    Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? Are you looking for an entry-level position that promises career development? If so, we want to talk to you - we are currently looking for Customer Service Superstars to join our Team! An Associate Member Relationship Specialist (Teller 1) provides exceptional face-to-face member service in our branch locations. Position hours vary between: * 8:30 am - 5:30 pm Monday through Friday * 8:30 am - 2:30 pm Saturday This opportunity is ideal if you are: Excited about providing amazing service to our members and the community. Looking for a position that will establish and grow your career. Interested in learning how to open financial memberships and assist with loan requests. Passionate about financial education and finding solutions. Essential Functions and Responsibilities Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professional tone to assist members and team members accurately, thoroughly, and as efficiently as possible while maintaining consistent and friendly service. Uses organizational tools and techniques to complete tasks on time and successfully manage multiple competing priorities simultaneously. Service Assists members with routine transactions and service requests, including but not limited to; positively identifying individuals, negotiating checks, receiving deposits, card services, etc. Assists with member research and problem resolution. Accurately completes member service requests, and places proper attention to data accuracy, policies and procedures, cash management and balancing, and branch safety/security routines. Works within given limits and authority; proactively seeks supervisory assistance as needed. Promotes credit union products and services and actively refers members to credit union partners as appropriate. Has an open mind; can conceptualize and proactively solve problems in pursuit of exemplary service to members, teammates, and the organization. Is courageous and willing to make decisions that result in positive member outcomes. Development Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development. Successfully completes all learning events and academies on schedule, effectively communicating with mentors and leaders with the purpose of achieving learning objectives. Actively participates in organizational projects and promotions; Develops a thorough knowledge of credit union products, services, rates, and partnerships. Suggests and participates in credit union community service opportunities and events. Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Office of Foreign Asset Controls (OFAC) and complies with all laws and regulations applicable to area of responsibility. Regular and predictable attendance and punctuality. Other duties as assigned and deemed necessary by Supervisor to achieve the goals of the department and the Credit Union. No aggressive sales goals - our focus is serving Members. Benefits Include: (not a complete list) Wellbeing Weekly pay 401K Retirement Savings Plan with company match Paid time off accrual begins upon hire Paid sick leave Company-provided life insurance at up to twice your annual salary Financial Education Programs DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees Modern Health Care.com subscription Teladoc Pet Insurance Career Development * Career development opportunities * Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program. To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation. The pay range for this position is listed below. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Pay range: Minimum: $22.32/hour | Midpoint: $27.22/hour | Maximum: $32.12/hour
    $22.3-32.1 hourly 1d ago

  • Technical Documentation Specialist

    Source One Technical Solutions 4.3company rating

    Fort Worth, TX job

    Top 3 must-have skill sets: Excellent written and verbal communication in English. Proficient in Microsoft Office suite. Prior experience with SAP is a plus. MBR Preparation & Scanning Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed). Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality. Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness. Records Control & Retrieval Manage secure storage and access permissions for scanned and physical MBRs. Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs Track requests, turnaround times, and document issuance/return to maintain chain-of-custody. Compliance & Data Integrity Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times. Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability. Support audits/inspections by preparing document packs, access lists, and evidence of control. Physical & Inventory Controls Maintain organized physical archives; perform periodic inventory and reconciliation of records. Required Qualifications: High school diploma or equivalent; some college or vocational training preferred. 1-3 years of experience in document control, records management, or manufacturing operations. Familiarity with GxP/GDP and SOP-driven environments. Proficiency with scanners and document management systems Strong attention to detail, accuracy, and time management
    $26k-36k yearly est. 3d ago

  • Credit Analyst

    Churchill Real Estate 3.2company rating

    Charlotte, NC job

    As part of the Operations team, the Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio. Responsibilities: Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants. Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience. Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite. Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies. Work closely with underwriters and credit risk managers to ensure thorough and accurate risk assessments. Monitor loan portfolio performance and report on trends or emerging risks. Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements. Maintain accurate and organized records of credit decisions and supporting documentation. Stay informed of changes in regulations and best practices within the residential lending space. Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions. Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes. Qualifications: Bachelor's degree in Finance, Business, Economics, or a related field. 2-4 years of experience in credit analysis, preferably within the residential lending or real estate sector. Strong analytical skills with the ability to interpret financial data and assess risk. Knowledge of residential real estate markets and investment principles. Excellent attention to detail and organizational skills. Strong written and verbal communication skills.
    $56k-86k yearly est. 3d ago

  • Public Media Fundraising Canvass Director

    Donor Development Strategies 3.7company rating

    San Diego, CA job

    A nonprofit organization in California is seeking a Nonprofit Canvass Director to lead grassroots fundraising efforts for public media. This pivotal role requires strong leadership skills and a passion for community engagement. The successful candidate will manage a team, train staff, and ensure fundraising targets are met. Competitive pay of $24.00 per hour and comprehensive benefits are offered, including healthcare and 401(k). #J-18808-Ljbffr
    $24 hourly 3d ago

  • Teller - Taraval Area

    First Bank 4.6company rating

    San Francisco, CA job

    Banking Specialist I This position, Banking Specialist I, may be called by many other names: Teller, Client Service Representative, Member Services, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You are the front line or first point of contact providing client service for our clients, and you specialize in the products and services that help our clients meet their current and future financial needs. What You Will Be Doing Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible. Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible. Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center. Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM, and vault, if needed. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management. Furthering personal development by actively seeking out and maintaining basic product knowledge of all Bank products. This may be obtained through training courses, branch meetings, corporate communications, etc. Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Working towards achievement of branch and individual sales and referral goals. Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the clients' needs. (In-Store) Should cultivate relationship with retail store associates. High School Diploma or Equivalent Minimum of 12 months previous client service experience preferred Previous cash-handling experience required Previous banking experience strongly preferred NLMS registration preferred Developed customer service skills, including written and verbal communication Ability to use a PC and alpha/numeric keyboard Flexible work week schedule, which may include Saturdays
    $32k-36k yearly est. 2d ago

  • Investment Banking Associate, Technology - San Francisco

    Moelis & Company 4.9company rating

    San Francisco, CA job

    Investment Banking Associate, Technology - San Francisco page is loaded## Investment Banking Associate, Technology - San Franciscolocations: San Franciscotime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ101872*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are currently seeking an experienced Associate to join our Technology financial advisory practice in San Francisco.Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required.Ideal candidates must also possess:* Excellent analytical and presentation skills* Knowledge of basic accounting and financial concepts; ability to analyze and value businesses* Experience in Investment Banking (corporate finance/M&A) or equivalent* A drive for results, and ability to perform well under pressure and against tight deadlines* Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients* Strong multi-tasking skills* Exceptional Microsoft Office suite (Excel a must) and financial reporting skills* Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $175,000 - $225,000*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X . #J-18808-Ljbffr
    $175k-225k yearly 22h ago

  • Customer Onboarding Manager

    Levelfield Bank 3.7company rating

    Houston, TX job

    Redefine Banking with Us: LevelField Bank, upon completion of the forthcoming acquisition of Burling Bank, will be an FDIC-insured community bank dedicated to transforming the financial landscape by prioritizing innovation and embracing new products and services. We aim to differentiate ourselves by serving consumers nationwide, targeting underbanked commercial markets, including business involved in the fast-evolving world of digital assets (cryptocurrency), and by operating a true real-time 24x7 bank. Considerable growth is on the horizon, and we're ready for the challenge. Building an industry-leading company is no small feat, but we're driven by a positive, ambitious energy. With a seasoned leadership team and the stability of a regulated financial institution, we're creating a workplace that's both dynamic and rewarding. Our executive leaders each bring over thirty years of experience from the most competitive corners of the financial sector-yet they approach each day with the enthusiasm of fresh talent. If you are passionate about creating a fantastic environment and eager to join a growing organization, this is your opportunity to make an impact. Your Role: This is a hands-on role, and you will be working to assist our prospects through the process of becoming bank customers. As Customer Onboarding Manager, you will work with the bank Chief Operating Officer to efficiently oversee and facilitate the onboarding of prospective customers and resolve potentially complex problems that may arise during the onboarding process. You and your team (for which you will be the starting member) will be responsible for managing the end to end onboarding cycle, ensuring that customers have a best-in class-experience. You will build collaborative relationships with key team members from across the organization, and will work closely with the compliance team. You will take on a supervisory role that focusses on accurately and expediently onboarding prospective customers, while following and maintaining strict guidelines and regulatory requirements. You will have the opportunity to collaborate on customers engagement initiatives to develop and help successful implementation of newly developed strategies and processes. These interactions may take many forms, including participating in projects and strategic initiatives related to process improvement and more thematic initiatives designed to bring the best of the firm to our customers and continuously improve the overall experience they have in working with us. This is very much a hands-on role, and like the rest of the LevelFIeld Bank leadership team, the successful candidate will be responsible for getting the job done while growing the team in line with the increasing scale of the bank. We are seeking a doer, a leader, and a builder. Location: This is a fully on-site position in Houston, TX. The role depends on close collaboration with business and technology partners, which is best achieved through in-person engagement. We are seeking to build a cohesive and industry leading team, and working together we can make big things happen. Since we have discovered reading comprehension is a skill not everyone has mastered, to be clear there is NO OPPORTUNITY WHATSOEVER FOR REMOTE OR HYBRID arrangements for this role. Key Responsibilities: Champion our brand: Embody LevelField's innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions. Drive Client Success: Serve as the primary point of contact for onboarding new business customers and work collaboratively with compliance and other departments in the onboarding of consumer customers. Gather Insights: Continually assess the customer activity and partner with product development to continually improve the customer experience so that the customer does not require support except in non-standard instances. Leadership: Lead, mentor, and grow the Customer Onboarding team. Additional Responsibilities: Stay ahead of trends: Maintain awareness of the broader context and implications of the various types of risk affecting the business. Continuous Improvement: Collaborate with the team to develop and execute strategies to improve the department. Work collaboratively: Collaborate with the team to continuously improve the department and the bank. Think like an owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank's growth. About You We are searching for someone with proven process skills and high attention to detail within business critical operations. You must have experience in customer onboarding within a financial institution. Minimum of 5 years financial service industry experience (banking preferred); 3+ years in a customer service/on-boarding or similar role; At least 2+ years of people management experience. Willingness to work flexible working hours, as required. Ability to lead, prioritize and execute on multiple simultaneous priorities and initiatives Someone familiar with OFAC (Office of Foreign Asset Control), AML (Anti-money Laundering, and KYC (Know your client) requirements. Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures. Excellent verbal and written communication skills Passion for revolutionizing banking and embracing innovation. Strong interpersonal skills with a commitment to delivering exceptional customer experiences. A team-oriented mindset with a drive to build something extraordinary. Why Join LevelField Bank? Be a pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance. Growth opportunities: As an early team member, you'll have significant potential for career advancement in a rapidly growing organization. Vibrant culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success. Competitive compensation: Enjoy a base salary of $80,000-$130,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits. This description outlines the general nature of the role and is not an exhaustive list of duties or requirements. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees for this role. LevelField Financial and LevelField Bank are equal opportunity employers.
    $80k-130k yearly 1d ago

  • Collections Specialist - Advanced Collections Mitigation Unit (ACMU)

    American Express 4.8company rating

    Phoenix, AZ job

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? Responsible for contacting clients with overdue accounts to secure the settlement of the account. Also, they do preventive work to avoid future overdue with accounts that have a high exposure. Job Responsibilities: Collect delinquent balances on Small Business and Consumer accounts. The portfolio consists of both cancelled relationships and high-risk customers. You will be responsible for owning your own client portfolio. You will need to utilize skip tracing to locate and communicate with your clients. Typically, you will be handling the following call types: advising of account status, consequences, and offering payment solutions, as well as reducing day's delinquent and preventing call and account escalations. Maintain high level of integrity and compliance while working with customer information Minimum Qualifications: Computer literate, able to navigate through multiple computer systems and applications simultaneously, with speed and accuracy. Natural communicator who can demonstrate active listening skills and adapt conversation to suit the situation and the Card Member's communication style. Resilience is needed to efficiently manage a diverse client list, while balancing performance to meet a variety of metrics. Excellent negotiation, analytical, and decision-making skills, with strong attention to detail and the ability to be assertive while adhering to American Express policies and procedures A capacity to learn, willingness to try new things, flexibility to incorporate feedback and agility through change and difficult situations. Experience managing your own client portfolio Excellent written and verbal communication skills Bi-Lingual spanish speaking a plus High School Diploma or GED Preferred Qualifications: Knowledge of Fair Debit Collection Practice Act and laws Skip tracing experience Minimum 3 years of recent collections experience or 3 years of sales experience with some collections experience Commercial collections experience Experience with Risk initiatives as they pertain to client level dunning Call center experience Ability to work independently, while still being a team player within the structured service center environment. Additional Requirements: Flexibility to work Monday-Friday 5:00am-16:00 Hybrid Environment- Need to be able to work in the office a minimum of 3 days a week. Location: 18850 N 56th St. Phoenix, AZ 85054 Salary Range: $20.00 to $24.00 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
    $20-24 hourly 1d ago

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