Underwriter
Lobel Financial job in Anaheim, CA
Join one of the top 20 auto finance companies in the industry and grow with us! We offer in-house promotions, great benefits, work-life balance, and job stability. Would you like to work for a rewarding company that encourages their employees to learn and develop? Then partner with Lobel!
Lobel Financial is a full-spectrum auto financing solution that specializes in the acquisition and servicing of prime to sub-prime motor vehicle retail installment contracts. We are head quartered in Southern California and have branch offices coast-to-coast.
Position Summary
The Underwriter is responsible for reviewing loan packages to ensure all aspects of the underwriting process has been properly completed and that it adheres to company policies and procedures. The Underwriter reviews the information on the loan application, contract and other documents to determine if the loan applicant meets the loan requirements before it's funded.
Other duties include, interacting with dealers, customers, field representatives, and a variety of other outside entities. The successful candidate provides a high level of customer service and promotes that culture through training, guidance and staff motivation. This position also acts as a liaison between dealers and customers.
Basic Responsibilities
* Review and verify the loan package
* Review credit reports, calculate income, examine book valuations
* Ensure stipulations and documentation are in order and valid before submitting the loan package for funding.
* Communicate with dealers and branch team.
* Develop and maintain strong customer service with customers and dealerships
* Understand and follow the policies and procedures in place
Skills & Qualifications
* Have some experience reading credit reports
* Attention to detail and work well in fast paced environment
* Have a positive attitude and be customer service oriented
* Organizational skills
* Ability to use office equipment
* High School Diploma required
Company Benefits
* 401K with company match
* Medical, dental and vision
* Optional life insurance
* Paid holidays
* Paid vacation and sick days
Lobel Financial is an equal opportunity employer.
No Agencies Please!
Director, Digital Assets, Financial Crimes Models & Analytics
Jacksonville, FL job
Job Description:Director, Digital Assets, Financial Crimes Models & AnalyticsThe Role
We're seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity's blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA'), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn't understood, or a process or control isn't sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle.
Responsibilities of this role:
Drive digital assets model development and enhancement initiatives.
Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective.
Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs.
Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models & Analytics Team's strategic vision.
Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards.
Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships.
Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions.
Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program.
Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts.
Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks.
Providing insight on all aspects of Fidelity's crypto operations
Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come
The Expertise and Skills You Bring
Prior AML/Fraud advisory, surveillance, or investigative experience.
Prior financial crimes model development and/or maintenance experience.
Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more.
Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance.
Prior experience managing a team of high performing individuals with diverse skill sets.
Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions.
Personal experience trading cryptocurrencies, stablecoins and/or NFTs.
Passion for cryptocurrencies and the broader crypto ecosystem in general.
Prior experience supporting regulatory response efforts.
Chainalysis Academy or Elliptic LEARN certifications a plus.
FINRA Series 7, 63, 24 or 9/10 registrations a plus.
Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products
Knowledge of digital asset AML & fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships
Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings
Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists
Excellent listening, communication (verbal and written), influencing, and presentation skills
Knowledge/experience with Agile frameworks and methodologies a plus
Passionate about crypto and its intersection with Financial Crimes
Intellectually curious and an early adopter of new technology
Very thorough with strong documentation skills
Able to communicate and explain crypto concepts to non-technical audience
Great demeanor, teammate, and effective contributor
Strong interpersonal skills
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Financial Crimes Models & Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity's businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience.
Financial Crimes Models & Analytics is an agile development team supporting all phases of the software development life cycle. We're looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You'll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses.
The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity's Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity's Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs.
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Business Analytics and Insights
Vice President, Associate General Counsel
Greenwood Village, CO job
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Legal
Asset Management Risk Manager
Westlake, TX job
Job Description:The Role
The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
5+ years of relevant work experience in the financial industry, crypto experience preferred
Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Executive level presentation skills required
Project management experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Foundational understanding of blockchain technology
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $80,000-153,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Risk
Associate Financial Advisor
Dumas, TX job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 105 W 7th, Dumas, TX
This job posting is anticipated to remain open for 30 days, from 19-Nov-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $61800.00
Hiring Maximum: $65600.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Manager, Digital Assets Shareholder Reporting
Westlake, TX job
The Role
Digital Assets Shareholder Reporting is GROWING at Fidelity!
Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products with a focus on digital assets and cryptocurrencies?
As we BUILD this critical team, we can offer roles at various levels: Analyst, Manager and Senior Manager. All applicants will be evaluated based on skills and experience and aligned to the appropriate role(s).
This team is responsible for preparing, reviewing, and coordinating the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Primary responsibilities of the role relate to the digital products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs) and includes quarterly/annual reporting. We need talent that thrives in an operational environment where deadlines, accuracy and high-quality reporting are critical to our success!
Depending on your role, we need you to participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures.
The Expertise and Skills You Bring
Bachelor's degree with a background in financial services with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)
Demonstrated success in leading teams to perform at their best for our Senior Manager role
Experience using the Geneva or InvestOne platforms for accounting and reporting are a plus
Advanced accounting and operational knowledge for alternative asset classes with a focus on digital assets and cryptocurrencies
In-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and 33/34/40 Act investment funds and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements
Advanced excel skills and experience translating accounting data into financial statement presentation
Ability to lead independently and in an operations-focused, fast paced team environment
Strong working knowledge of project and relationship management
Excellent written and verbal communication skills and strong presentation capability
MBA or CPA preferred for the Manager and Senior Manager roles.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity's current and future success!
#Fidelityalts
#FFIOALTS
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
BUSINESS SUPPORT SPECIALIST - WATERFORD
Miami, FL job
Responsible for loan monitoring including all internal and external reporting requirements, company/borrower information and all relevant events. Responsible for supporting responses/ resolutions for internal and external customers and aiding the overall departmental workflow. Responsible for the maintenance of the Loan Portfolio documentation and for providing support to the SAG/ Credit departments as detailed below. Responsible for SAG/REO monitoring and handling.
Essential Responsibilities:
Coordinates with both internal and external parties as it relates to portfolio management process.
Provide weekly overview of Portfolio and preparation of reports not limited to monitoring portfolio for past dues, potential non-performing loans, delinquent borrowers; follow on past due covenants related to technical exceptions and annual reviews.
Request and follow-up on pending and missing documents, legal and other documentations supporting credit assets.
Assist with preparation of CAMs and Spreads using Ncino system. Acquire working knowledge of credit analysis/underwriting
Act as a liaison between Portfolio management/Credit administration and internal support department and clients.
Special assets assistance - Interact with investors, brokers, loan offices, and attorneys with the sale distressed assets and portfolio not limited to providing loan document information, monitoring sales and the closings, process and keep track of deficiency judgements' generation of defaults letters, manage assigned portfolio of non-performing assets in conjunction with the assigned attorney; attend meditations and/or depositions. Coordinate with First Bank Florida attorney in negotiating; Preparing and reviewing Stipulation/Forbearance Agreements; manage all incoming bank REOs.
Update reports: SAG Status update report and ensures update in Premier Collection, REO status inventory report, Portfolio Management report, and deficiency report.
Prepare Datamart validation and certification as well as TDR reporting.
Assist with review of modification of cases (Hardship and Non-hardship), generate loss mitigation letters
Assists with follow-up with various action plans that transpire from the regulatory, audit and/or loan review examinations.
Backup for the review and maintenance of the Credit reports, New Money Approved/Closed & funded, Commercial & Consumer-Residential or other as requested
Backup for CRA monthly report submission.
May serve as back up for ordering of residential appraisals and update of log.
Support for Commercial Appraisal/ Appraisal review tracking.
Assist with loan processing as needed.
Support special Project and/ or audits as needed
Other Responsibilities:
Perform/ Assist with Check request, payment of invoices and GL reconciliations
Process deficiency payments
Review the monthly covenant report for accuracies, changes and updates,
Review ONBASE system file upload accuracy.
Independent Judgement:
Exercises a moderate degree of discretion and judgment. Works within assigned parameters always consulting supervisor on variances or situations where decision making is required.
Supervisory Responsibilities:
This job has no direct supervisory responsibilities.
Impact of Errors:
The impact of errors of this position could affect essential activities of administrative, operational or business nature that have a considerable economic impact.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Specific vision abilities required by this job include close vision and distance vision. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to standard walk. May be requiredto lift and move boxes or packagesnot exceeding 10 pounds in weight.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Employees in this job work in an office environment with a comfortable room temperature, good lighting, and quiet conditions. May be exposed to external elements when visiting other bank premises, government agencies, etc., as needed.
Competencies:
The competencies detailed below are the behaviors to be exhibited by the incumbent while performing his/her duties as relates to our corporate values, culture and philosophy.
Strong analytical and problem-solving skills
Well-developed written communication and verbal presentation skills.
Able to handles stress, flexible working hours.
Attention to details.
Good communication skills
Customer service oriented
Minimum Requirements
Bachelors in Business, finance or related field or relevant experience. Minimum of 3-5 years of experience working in a financial institution setting with knowledge of the loan documentation, financial information and or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required. Microsoft Office proficient (Word,Excel, PowerPoint). CustomerService oriented. Availableto work overtime, when required. Ability to manage multiple priorities, organize daily tasks and meet deadline sin a high-volume environment.
Disclaimer:
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not indented to be an exhaustive list of all responsibilities, duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
Vice President, Associate General Counsel
Westlake, TX job
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Legal
Director, Asset Management Risk
Westlake, TX job
Job Description:The Role
The Director position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
12+ years of relevant work experience in the financial industry
Experience in Compliance, Risk, or Operations related to investment management, blockchain products, or related services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Strong understanding of blockchain technology.
Executive level presentation skills required
Project management and/or consultative experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Promote a culture of experimentation to ensure continuously learning
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk Organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Risk
Project Mananger
Sacramento, CA job
🚀 We're hiring a Project Manager to take ownership of high-impact hotel renovation projects - starting with a flagship project in Sacramento.
🛠️ Project Manager (Construction) - Sacramento, CA | Full-Time
VISTA Investments is seeking an experienced Project Manager (Construction) to lead renovation and construction projects within our growing hospitality portfolio. You will first lead a flagship renovation project in Sacramento and subsequently manage projects across our wider hotel portfolio.
We are a vertically integrated hospitality company specializing in hotel ownership, development, renovation, and management. Our teams collaborate across design, construction oversight, operations, and project execution - allowing us to deliver efficient, design-forward hospitality assets.
🧭 Key Responsibilities
Lead and manage renovation and construction projects for hotel properties, starting with a flagship project in Sacramento.
Oversee contractors, subcontractors, schedules, budgets, RFIs, change orders, and construction documentation.
Coordinate with architects, engineers, designers, brand representatives, and ownership groups.
Ensure compliance with building codes, safety regulations, brand standards, and project specifications.
Conduct site visits, monitor progress, and proactively resolve delays or issues.
Own project budgets, schedules, cost reporting, and vendor invoicing.
Maintain clear communication across all project stakeholders.
Deliver projects efficiently while minimizing disruption to hotel operations when applicable.
🎯 What We Are Looking For
5+ years of experience in construction project management (hospitality renovation strongly preferred).
Solid background in renovation projects, ideally hotels or commercial interiors.
Proven ability to manage contractors, budgets, and multiple projects simultaneously.
Experience working with architects, engineers, city inspectors, and permitting authorities.
Strong understanding of construction sequencing, cost control, and safety processes.
Excellent communication and leadership skills.
Ability to travel to project sites as needed.
Bachelor's degree in Construction Management, Engineering, Architecture, or a related field (preferred).
🌟 Why Join Us
Lead a high-impact flagship renovation project in Sacramento.
Fast-paced, collaborative environment with direct exposure to senior leadership.
Stability of an established hospitality investment and development group.
Competitive compensation package
Potential for career progression and ongoing project growth across the West Coast.
If you are a construction professional looking to take ownership of meaningful hotel renovation projects, we would love to hear from you.
📩 Apply directly or reach out via LinkedIn message for a confidential conversation.
#hiring #constructionjobs #projectmanager #sacramentojobs #hotelrenovation #constructionmanagement #hospitalitydevelopment #westcoastjobs
Press Supervisor
Avon, OH job
Press Supervisor - 3rd Shift
Direct Hire
Industry: Automotive Manufacturing
Environment: Automotive / Metal Stamping
Pay: $70-$74k annually, with straight-time OT after 40 hours and an 8% annual bonus tied to company performance.
Benefits:
Comprehensive medical, dental, and vision coverage
401(k) match
PTO and paid holidays
Annual bonus opportunity (if applicable)
Strong internal support team and career development potential
Position Summary:
We are seeking a hands-on Press Supervisor to lead 3rd shift operations at our Avon, OH facility. This role oversees progressive and transfer system presses while coordinating personnel, ensuring production goals are met, and maintaining a strong focus on safety, quality, and equipment performance. The ideal candidate brings strong technical press expertise and leadership ability, with the willingness to step in and operate or troubleshoot equipment as needed.
Position Responsibilities:
Supervise, coordinate, and prioritize production personnel on progressive and transfer presses
Operate presses and perform hands-on technical work as needed
Oversee press control systems, feeders, tooling, and quality checks
Troubleshoot and repair presses to maximize uptime and performance
Manage manpower, schedules, and workflow to meet plant and customer requirements
Ensure compliance with safety standards and lead 5S and continuous improvement initiatives
Review and interpret technical manuals, schematics, and blueprints
Support production planning and collaborate with cross-functional teams
Position Requirements:
Bachelor's degree or 5+ years of direct experience with progressive and transfer system presses
Strong technical knowledge of press operations, tooling, feeders, and control systems
Experience with press setup, troubleshooting, and quality assurance
Ability to read and interpret technical manuals and engineering drawings
Excellent problem-solving, decision-making, and leadership skills
Ability to work 3rd shift (10 PM - 6 AM, Sunday-Thursday) and overtime as required
About Spark Talent Acquisition:
Spark Talent Acquisition is a Michigan-headquartered recruiting and staffing company that connects great talent with great employers. We understand that building the right team is vital to success. Listening to our clients and creating customized workforce strategies is at the core of what we do. We pride ourselves in team development as it matches our purpose as an organization to help people grow.
Senior Game Designer - Star Wars Digital Collectible Card Game
Laguna Hills, CA job
We are seeking a talented and experienced Senior Game Designer to join our team and play a key role in crafting an innovative Star Wars digital Collectible Card Game (CCG). This is an exciting opportunity to join early in the development cycle of a title featuring a high-powered thematic license, helping to design engaging content, systems, and game modes.
As a member of the Design Team, you will have a hand in crafting an all-new CCG. We are seeking designers who want to be on the ground floor of an exciting new game to fill roles for both card design, balance development, and the development of additional modes of play. If you are a passionate designer and have a strong foundation for any school of game design, we want to hear from you.
Responsibilities
Design cards, build decks and playtest, and deliver feedback on play patterns, power balancing, complexity, and whether or not we're achieving our goals for PVP and PVE gameplay.
Balance power levels, complexity, and card appeal towards the larger goal of facilitating and maintaining player engagement.
Collaborate with other designers and cross-functional teams to achieve product goals.
Develop and maintain Game Design Documents and other design materials.
Help professionally develop junior game designers.
Monitor industry trends and analyze competitor products.
Extract and document feedback from playtest and focus groups.
Learn the vast intellectual property that our game is centered around.
Qualifications
5+ years of professional game design experience.
Experience in a principal or lead design role on a shipped game.
Practical and balanced approach to risk analysis and cost/benefit analysis of design decisions.
Ability to deconstruct game experiences with empathy for the player.
Ability to clearly and granularly articulate your deconstruction of game experiences.
Maturity as a critical thinker; have the capacity to be uncertain and to granulate your confidence in your opinions according to each unique challenge the team faces.
Passion for CCGs, game systems design, and player engagement.
Exceptional written and verbal communication skills.
Ability to present professionally to external stakeholders, players, and peers.
Proficiency with Google Workspace tools.
Bonus Points
Experience designing for live service games.
Experience working with intellectual property licensors.
Experience working on Collectible Card Games / Trading Card Games
Competitive success as a gamer.
Job Details
Full-time in-office position
Salary range: 100,000 - 117,000
Benefits: Medical, Dental, Vision
Location: Laguna Hills, CA (Orange County)
We are an equal-opportunity employer and highly value diversity and inclusion. Applicants must be eligible to work in the United States to be considered.
Commercial Relationship and Servicing Supervisor
Plano, TX job
CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, and manufacturing partners.
This position combines high-level commercial account servicing responsibilities with strategic business relationship and sales functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilitie
s.
ESSENTIAL DUTIES & RESPONSIBILIT
IES Strategically engage with factories and dealers to manage high-value commitm
ents Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalabi
lity Identify operational gaps and lead resolution efforts through process redesign and documenta
tion Develop and maintain SOPs, training guides, and workflow documenta
tion Monitor KPIs and operational metrics, presenting insights and recommendations to leader
ship Lead cross-functional initiatives to align commercial lending operations with broader business g
oals Champion system enhancements and automation opportunities, including Solifi optimiza
tion Support internal audits and compliance reviews, ensuring adherence to regulatory and company stand
ards Serve as a liaison between account management and underwriting to ensure process align
ment Oversee and approve complex invoice and MCO transactions with minimal overs
ight Analyze credit line utilization trends and advise on optimization strate
gies Lead reconciliation of monthly billing statements and ensure financial accu
racy Facilitate payment processing and troubleshoot except
ions Coordinate third-party inventory inspections and lead resolution of audit discrepan
cies Perform payoff workflows, ensuring compliance and timely document deli
very Lead onboarding for new dealers, delivering expert-level training and sup
port Review and authorize pending orders, applying advanced credit and curtailment anal
ysis Ensure accurate and timely data entry into Solifi for approved or
ders Provide strategic payoff guidance to dealers and third-party len
ders Perform document distribution upon loan pa
yoff Implement delinquency management strategies and lead recovery eff
orts Partner with underwriting to assess and recommend credit line adjustm
ents Manage Help Scout communications and ensure timely resolution of escalated is
sues Foster long-term dealer and supplier relationships, acting as a strategic consul
tant Audit inspection reports and lead resolution of complex unit discrepan
cies Lead financial documentation collection for annual reviews, ensuring compliance and complete
ness Draft and execute formal collection communications, supporting legal and credit recovery eff
orts Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excell
ence Mentor peers and junior Account Managers on best practices and process adher
ence Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-ma
king Collaborate with the CPM Retail Sales team to process and route for approval dealer eligibility for retail financing prog
rams Drive floorplan sales for new and existing territories, managing the full sales pipeline from prospecting to c
lose Develop new and expand personal property and mortgage retailer relationships and loan vo
lume Scout and onboard new retailers in emerging territories, contributing to market develop
ment Represent CountryPlace Mortgage at trade shows, coordinating booth setup and marketing mater
ials Assist in developing internal training programs to support cross-functional collabora
tion Create compelling and compliant marketing flyers and trade show banners to support sales eff
orts Strengthen relationships with Regional Sales Managers (RSMs) and manufacturers to drive strategic align
ment
POSITION REQUIREMENTS, CAPABILITIES &
SKILLSStrategic, self-directed, and highly accou
ntable Excellent interpersonal skills and ability to build rapport across diverse teams and c
lients Proven ability to design and manage complex operational pro
cesses Exceptional interpersonal and leadership
skills Mastery of written, verbal, and presentation communi
cation Bilingual proficiency pre
ferred Expert-level proficiency in Solifi pre
ferred Proven ability to manage high-risk accounts and complex colle
ctions Consultative approach to client service, balancing business goals with relationship mana
gement Comfortable presenting to senior leadership, with the ability to translate operational data into actionable in
sights
MINIMUM QUALIF
ICATIONS Bachelor's degree required, in Finance, Accounting, or
Business3+ years B2B sales experience in manufactured housing, RV, or marine; floorplan and retai
l lending5+ years of Commercial manufactured housing floorplan experience in loan servicing, collections, and lending o
perations7+ years of experience in commercial loan servicing, collections, lending operations, banking or project m
anagement Advanced spelling and gramm
ar skills Working knowledge on applicable computer software systems to include Microsoft Office and internal
softwar
e
WE OFFERCompeti
tive SalaryMedical/Dental/Visio
n InsurancePa
id Holiday
s401K MatchG
enerous PTOFS
A/HSA PlansLife /Disability/Accidental Insurance and
much more!
Management Applications Development
Tallahassee, FL job
Primary Responsibilities:
Work with software developers, business analysts, data analysts, and other technical and non-technical subject-matter experts to coordinate and facilitate work.
Work with various technical teams (DevOps, DBAs, Network Administrators, Enterprise Development Architects, PMO, etc.) to assist in resolving issues or barriers with applications.
Effectively identify change and use appropriate protocols to manage and communicate this change effectively.
Effectively coordinate resources and assignments among project assignees and ensure work is assigned to the appropriate team members and that service levels are met.
Adhere to the DEP project management methodology, standards, policies, and procedures, as well as technical standards and policies relevant to assigned user stories or tasks.
Manage relationships with DEP program area business partners and develop strong, collaborative relationships with customers to achieve positive project outcomes.
Demonstrate strong relationship and interpersonal skills when working with technical staff, program staff, and the vendor community.
Lead requirements definition meetings with DEP customers.
Gather user requirements through joint requirement-gathering sessions, workshops, questionnaires, surveys, site visits, workflow storyboards, and other methods.
Translate user requirements into documentation that developers and other project team members can readily understand.
Facilitate the negotiation of requirements among multiple stakeholders.
Analyze gathered data and develop solutions or alternative methods of proceeding.
Create Visio process maps, requirements traceability matrices, use cases, test cases, and other needed business-analysis documentation.
Facilitate design sessions with the implementation team to define the solution.
Deliver elements of systems design, including data migration rules, business rules, wireframes, or other detailed deliverables.
Assist in business process redesign and documentation as needed.
Lead and/or participate in systems-testing activities.
Required Qualifications:
5+ years' experience in IT project management, specifically managing medium-to-large scale software application development projects.
5+ years' experience in managing multiple projects concurrently.
In-depth knowledge of the principles, theories, practices and techniques for managing the activities related to planning, managing and implementing software projects and programs.
Documented and proven ability to formulate project plans for managing and monitoring progress on software development projects; to think logically and to analyze and solve problems; compile, organize and analyze data; to evaluate and monitor projects, plans and schedules and implement corrective action plans.
Solid understanding of software development lifecycle methodologies (e.g., waterfall, iterative, agile, etc.)
Strong customer service orientation
Ability to be creative, use sound judgment, and display foresight to identify potential problems in design/specifications and assigned application software systems
Ability to establish and maintain effective working relationships with others
Ability to work independently
Ability to determine work priorities and ensure proper completion of work assignments
Excellent interpersonal, collaborative, oral, and written communication skills
Ability to write technical, business, and plain-language documents and emails with great attention to detail in all written communications
Ability to work well under pressure and meet deadlines without sacrificing quality
Preferred Qualifications:
Project Management Professional (PMP) certification
Experience developing and maintaining detailed project schedules using Microsoft Project
Familiarity with environmental regulatory business processes and practices
Knowledge and understanding of DEP's technical environment
Education:
Bachelor's Degree in Computer Science, Information Systems or other Information Technology major, or equivalent work experience.
Associate Financial Advisor
Canyon, TX job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 1610 4th Avenue, Canyon, TX
This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $61800.00
Hiring Maximum: $65600.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Office Manager
Charlotte, NC job
The Office Manager assists with the management of daily logistics and activities, administrative tasks, and social media/marketing management. The Office Manager's responsibilities include assisting with human resource operations, organizing company events, maintaining facilities, and ensuring successful day to day operations of the business.
Job Responsibilities:
Perform administrative tasks, such as making travel arrangements, answering phones, scheduling meetings, etc.
Manage office supplies and the maintenance of office equipment.
Resolve problems in operational processes in a timely manner.
Manage internal and external business partnerships.
Plan and organize events and engagement activities.
Prepare and maintain operations documents and reports.
Create job postings and send recruitment emails.
Manage candidate interviews, schedule with HR.
Maintain social media and professional networks for operations.
Create, manage, and post regular content and messaging for social media channels.
Qualifications And Skills
High school diploma/GED or equivalent; Bachelor's degree, preferred.
Experience in office management or an administrative role.
Previous social media/marketing experience, highly preferred.
Excellent organizational, prioritization, and time management skills.
Proficiency in Microsoft Office.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
About Us:
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! ********************************************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California consumers.
CrossCountry Mortgage, LLC. (NMLS3029) is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, orientation, gender, age, national origin, veteran status, disability status, marital status, sexual orientation, gender identity, or gender expression, or any other protected status in accordance with all applicable federal, state and local laws. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. Employment is contingent upon successful completion of a background investigation. CrossCountry Mortgage, LLC. is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
Inside Sales Representative
Lobel Financial job in Irvine, CA
Lobel Financial, a leading name in the auto finance industry, invites you to grow with us. Ranked among the top 20 in our field, we pride ourselves on fostering a supportive environment where your dedication and drive can lead to limitless career advancement opportunities. Enjoy competitive benefits, work-life balance, and the chance to make a real impact with a company that values your growth and success.
Position Summary
Inside Sales Representatives are responsible for meeting sales goals, obtaining new accounts and maintaining a professional company image. The successful candidate will be proficient in building relationships with new and used car dealers. Inside Sales Representatives are also responsible for promoting and encouraging company products and services to existing and potential dealer customers while maintaining a superior customer service platform. This individual will be a detailed oriented, innovative self-starter and a congenial salesperson.
Basic Responsibilities
* Consistently meet or exceed sales goals
* Competitively prospect new business in local markets as assigned
* Generate leads by cold calling local dealerships, and presenting products and services
* Service existing dealer accounts in local and regional territories
* Plan and organize a daily work schedule to call on existing or potential sales outlets
* Handle Dealer questions, complaints and concerns as quickly as possible
* Train dealers on company products and services and our internet portal
* Stay informed about market trends and product advancements to provide valuable insights and recommendations.
* Additional duties and responsibilities as required or assigned
Skills & Qualifications
* Great communication skills
* Previous sales experience in the auto industry
* Excellent verbal and written communication skills
* Effective time management and planning skills
* Self-motivated
* Strong negotiating and networking skills
* Superior customer service skills
* Ability to relate and address dealer requests and inquires
* Computer savvy
* Bilingual English/Spanish is a PLUS
Company Benefits
Lobel Financial employees can access a wide range of benefits including 401K matching, medical, dental, and vision coverage. We also offer optional life insurance, paid holidays, and generous paid time off! We believe in promoting from within and empowering our employees to develop their skills.
Lobel Financial is an equal opportunity employer.
No Agencies Please!
IT GRC & Security Co-op
Orlando, FL job
Currency Exchange International (CXI) is a Financial Services and Technology Provider based in Orlando, Florida. Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to learn more about life at CXI: ***************************************
Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies.
Our Values
Customer First - We earn the right to be our clients' first choice.
Integrity - We hold ourselves to the highest standard to build trust.
Collaborative - We always win as a team.
Innovative - We find new methods to deliver change and advance technology to the industry.
Passionate - We are driven to be the best in class.
Currency Exchange International is looking for a skilled and motivated IT GRC & Security Co-op to join our GRC Team! This is a hybrid position based in Orlando, FL.
Summary
The IT GRC & Security Ops Co-op will gain valuable experience assisting IT GRC and Information Security teams with a wide range of activities, including governance, risk management, compliance, security awareness, and security operations. This role provides hands-on exposure to real-world security challenges and the opportunity to contribute to the protection of the organization's information assets. The co-op will collaborate with experienced professionals to learn about security best practices and support the implementation of a robust security posture.
Essential Functions:
Assist with the evaluation and implementation of security controls, and learn how to frame security risks in business terms.
Support the assessment of vendor security, review of third-party contracts, and collection of evidence for internal audits and regulatory exams.
Contribute to the development and delivery of security awareness training and phishing simulations.
Assist with the IT risk management framework and methodologies.
Gain experience with security tools, including monitoring, investigating alerts, and participating in incident response activities.
Support vulnerability management processes and the maintenance of security documentation.
Competencies:
Thinks critically and analytically with the ability to express a point of view supported by data (for both technical and non-technical audiences)
Raises concerns early and facilitates constructive problem-solving at all levels of the enterprise; knows when to escalate
Exhibits passion for learning in technology and cybersecurity domains
Collaborates effectively with colleagues, stakeholders, and leaders across multiple organizations to get consensus, socialize strategy and achieve objectives
Displays the ability to be confident, respectful, and articulate when registering dissenting or unpopular opinions
Manages multiple parallel initiatives
Is execution-oriented and self-motivated
Requirements
Enrolled in, or recently graduated from, a four-year college program focused on Information Technology, Information Security, or a similar field; OR;
Completed a security boot camp and earned a security-related certification
Benefits
Commute Reimbursement - CXI will pay the toll, bus or metro cost in and out of work
401K Plan - CXI will match up to 5%
Tuition Assistance - CXI offers tuition assistance for part-time employees *conditions apply*
Holiday Pay - CXI offers additional pay for select holidays
Sick Time - CXI will pay sick/personal pay (1 hour of sick/personal time for every 30 hours worked - which may equal to an annual accrual of 40 hours)
Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************
Network Engineer
Liberty, NC job
Must Have Technical/Functional Skills:
• Tier 3 (L3) IT Infrastructure engineers comprise a technical team that deals with technical problems. Troubleshooting, configuration, database administration, and repair for server, network, infrastructure, Data Center, email, file shares, and other infrastructure issues. Besides always having the ability to deploy solutions to new problems, Level 3 tech usually has the most expertise in a company and is the go-to person for solving difficult issues
• With years of experience, the L3 experts can manage and resolve almost any problem that requires high expertise. They can also control the infrastructure, cloud, network, and DC level operations. All the high-end administration tasks are secure in their hands, and it is advisable to have at least an L3 level technician as a team leader in every operation. These engineers use requirements and aim to replicate problems to detect the root cause. They have access to the highest technological support for fixing issues or developing new features. Their team mainly consists of chief engineers who designed the product or service
• Responsible for providing support to customers by researching, diagnosing, troubleshooting issues, and resolving incidents that cannot be resolved by Tier 1 (L1) and providing support for software and hardware technical problems. This role is customer-facing and requires excellent verbal and written communication skills as well as the ability to work under pressure when customers are experiencing critical incidents. Handles the tickets routed by L1 support or can they produce tickets for any issue they observe
• Plays a key role as the front-line interface between our customer and the Product & Engineering team and operates as a second level of support after basic user-level Remote Support (L1). Their primary responsibility is to provide customer support by resolving technical support incidents or service requests in accordance with applicable service level agreements
Roles & Responsibilities
Network (LAN, WAN and Wireless)
• Troubleshooting & admin of Cisco Layer 2 & Layer 3 Routing, Cisco Wireless Networks, Cisco PBX Administration, Cisco standard protocols and Cisco CCNA certification
• Ability to support IT Cabling, Infrastructure Planning, and Design. Examples of scope work (cable patching, switch config/deploy, port enable/disable, analyze network traffic)
• TCP/IP, DHCP, Subnetting, VLAN, POE
• Experience with packet capturing example: Wire Shark
• Network maintenance, support and refresh
• Smart Hands for remote teams & 3rd party vendor management for issue escalation/resolution
Data Center (Server Room) Management
• Site infrastructure knowledge (Power/UPS, HVAC, cabling, etc.)
• Experience installing and troubleshooting server room hardware components, such as Rack Servers, Fiber, switches, disk drives, memory, etc.
• Smart Hands for remote teams & 3rd party vendor management for issue escalation/resolution
Server Management
• Must have experience in administering windows server operating systems e.g. Windows Server 2016, monitoring, troubleshooting, parts swaps/repair
• DHCP, DNS, Print Server, File Shares, Microsoft SCCM
• Smart Hands for remote teams & 3rd party vendor management for issue escalation/resolution
• Working knowledge/experience supporting Hardware for servers, data backup libraries and SAN/NAS
• Server, storage and backup systems maintenance, support and refresh: Rackmount, install and configure server hardware
• Knowledge of Server 2012/2016 Policy and Security Management
Critical plant floor hardware support
• Examples of work include items like MFG support (GALC, AER creation, PTCS, etc.)
• ANDON and PLC (Programmable Logical Controls) support knowledge
• First level of support Business and Plant Floor applications, managing escalation of issues to the Subject Matter Experts (SME's)
• Excellent troubleshooting (critical thinking), problem solving & root cause analysis skills for Outage & Problem Management
• Exceptional customer service and ability to work well under pressure e.g. plant down situation, outages, critical plant floor equipment require a 15-minute turnaround time
• On-call 24x7 availability during non-work hours and ability to work flexible hours and overtime
Others Must Have Attributes for Level 3
• Ability to lift 50 lbs. and be able to climb ladders and staircases to access IT equipment
• Ready to travel to other Toyota sites/locations within the US to support on a short basis.
• Strong team worker with professional demeanor and strong ethics
• Good written and oral communication skills are required
• Experience with remote control tools and remote support (off-site)
• Ongoing support of various Manufacturing computer systems
• Windows Active Directory: Maintenance kiosks, OU configuration, Group Policy Objects
• Change Management process
• Associate or bachelor's degree in computer information systems, Computer Science or related field
• TMMBC English 50%-100% Competence
Nice To Have
• Experience and/or knowledge of PLC's a plus.
• Plant Monitoring software knowledge (Active Plant, Wonderware, Ignition)
• Knowledge of iGear, Kepware, or other machine data gathering tools
• SQL Server database administration (backu ps, security, monitoring, etc.)
• Manage storage and backup systems
• Previous experience supporting a large corporate, manufacturing environment
• Experience supporting and troubleshooting Business and Mission Critical applications
• 3 to 5 years of experience performing Level 3 responsibilities
• Knowledge of Cisco Voice over IP hardware/software/server operation/configuration
• Provide technical assistance and support, and resolve problems related to the use of computer hardware and software Analyze, resolve, respond to, and document end user inquiries.
• Install desktop/Laptop, printers/scanners, and other peripheral software using approved tools.
• Troubleshoot Operating System issue. Connection issues with LAN/WAN.
• Update tickets with accurate and timely records of work performed, and resolution details
• Maintain and contribute to a knowledge base.
• Coordinate hardware warranty repair.
• Perform inventory management activities as required in coordination with asset management and other corporate groups.
• Escalate to 3rd party vendors when necessary
• Responsible for raising and coordinating problem management issues
• Perform additional tasks (end user/infra related) when required Strong understanding and skills in SLA, KPI Management.
• Provide technical support stationed at the site who can quickly respond to problems that may arise within data center/computer/server rooms which need physical handling.
• In contrast to certified technicians, they are not necessarily trained nor duly recognized to specialize in specific technology.
• Can handle all tasks related to the infrastructure equipment based on instructions provided by a remote technical assistance team that specializes in different products and categories.
• Receives instructions from certified technicians and project managers to troubleshoot advanced issues.
• Provide on-site, operational support service for remote management, installation and troubleshooting of data center equipment.
• Primary responsibility to manage End User related incidents and requests.
• Go to person for all plant IT related requests (Password resets, access etc. specific to plants).
Base Salary Range: $70,000 - $80,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Attorney - Intellectual Property
Miami, FL job
GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues.
Responsibilities
Handle complex intellectual property litigation with emphasis on trademark, unfair competition, patent, and trade secret cases.
Apply knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues in practice.
Qualifications
Admitted to the Florida Bar or willing to seek admission within 12 months following date of employment.
Litigation experience with excellent analytical, research, and writing skills.
Ability to successfully work on multiple projects simultaneously and autonomously with keen attention to detail.
Familiarity with e-discovery and e-discovery programs is a plus.
International experience and foreign language skill are a plus but not required.
Compensation and Culture
We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer.
Application
Please click here to submit your cover letter and resume and apply.
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