Operations Specialist jobs at Medical Mutual - 370 jobs

is responsible for servicing warehouse lending customers. Essential Functions Manage workflow to ensure all loans stay within compliance. Review submitted loan packages for accuracy, completeness, and compliance with funding and accounting requirements; conduct internal quality control and audits of warehouse lending loans. Identify and resolve discrepancies or issues in loan documentation. Approve and disburse funds in accordance with established guidelines. Verify wire instructions and validate title company information for both new and existing partners. Perform input, approval, and settlement of incoming wires; process additional and return wires. Remit any residual income to customers as needed. Pull end-of-day reports to ensure balancing. Receive, log, and retain possession of the original mortgage note during warehouse period. Process received collateral in preparation to ship. Responsible for daily client correspondence and customer service. Regular, reliable, and predictable attendance. Marginal Functions Assist in balancing of customer accounts and warehouse lending accounts. Assist Warehouse Operations Manager as needed. Provide cross-function support to funding, accounting, and shipping. Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices. All other duties as assigned. Minimum Educational & Experience Requirements Associate or bachelor's degree in business-related field or equivalent work experience 3 years' experience in a financial institution or comparable industry Minimum Skill Requirements Working knowledge of loan products, federal lending regulations, and documentation required by bank policy and state and federal regulations High level of detail orientation High degree of organization and time management Ability to work independently with minimal supervision Ability to work effectively under stress with high work volume and tight deadlines Professional and effective verbal and written communications Proficient with MS Office products and departmental systems Physical Demands In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66%, and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually, or sporadically throughout the year and are essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions of the position. Continuous stationary position, particularly, but not limited to, at a desktop computer Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use Continuous communication: verbal and written, in-person, phone and electronic Work Environment Office environment; remote and hybrid flexibility if determined by management.

Are you a detail-oriented professional who values structure, discipline, and delivering exceptional results? Do you thrive in a collaborative, client-first environment where follow-through and professionalism are key? If so, Secure Future Advisors invites you to consider joining our growing team as a Client Operations Specialist. As an independent retirement planning and financial services firm based in Kettering, OH, Secure Future Advisors is committed to providing innovative, conservative financial strategies tailored to our clients' needs. The Operations Specialist plays a vital role in maintaining our high standard of service by supporting client relationships, managing operational tasks, and ensuring smooth day-to-day functions of the office. Job Summary The Client Operations Specialists are go-to resources, providing direction, expertise, and training in policies and custodial platform best practices. Essential Functions and Responsibilities Escalate, review, and respond to requests to process, review, or escalate urgent or complex items Foster relationships with clients through initial & ongoing customer service and issue resolution Serve as an internal training resource by delivering educational training on custodial technology, processes, form requirements, and communicating correct processing guidelines Monitor and review custodians for policy, procedures, and paperwork changes, updating resources and training materials Perform security administration, vendor code maintenance, and related functions for Schwab and Pershing Assist team members with daily tasks as needed due to volume Provide backup assistance to other team members as business needs dictate Perform other tasks assigned by management Core Competencies Knowledge of financial industry and investment products Strong knowledge of various technologies: Microsoft Office, Dynamics, LaserApp, DocuSign, Schwab Advisor Center, Pershing NetX360 Strong written and verbal communication skills, with the ability to deal effectively with various people including staff, management, custodians, and other offices Ability to prioritize and manage in a fast-paced, multi-task environment with organization and accuracy Strong analytical, problem-solving, research skills, and attention to detail Ability to work effectively in a team environment, while also being a self-motivated, independent worker Required Education and Experience Bachelor's Degree in Finance or a related field Preferred Education and Experience 3+ years of financial industry experience Benefits Company contributions toward health insurance premium Company sponsored retirement plan with matching contributions Paid Time Off Paid Holidays Physical Demands This is a largely sedentary role; however, some walking is required. Individuals may need to sit or stand as needed. This position may require walking primarily on a level surface for short periods of time. Expected Hours of Work Days and typical hours of work are Monday through Friday, 8:30 a.m. to 4:30 p.m. Flexibility in working hours may be allowed, but the employee must work 40 hours each week to maintain full-time status. Valmark reserves the right to modify, interpret, or apply this in any way the Company desires. This in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”

Are you a detail-oriented professional who values structure, discipline, and delivering exceptional results? Do you thrive in a collaborative, client-first environment where follow-through and professionalism are key? If so, Secure Future Advisors invites you to consider joining our growing team as a Client Operations Specialist. As an independent retirement planning and financial services firm based in Kettering, OH, Secure Future Advisors is committed to providing innovative, conservative financial strategies tailored to our clients' needs. The Operations Specialist plays a vital role in maintaining our high standard of service by supporting client relationships, managing operational tasks, and ensuring smooth day-to-day functions of the office. Job Summary The Client Operations Specialists are go-to resources, providing direction, expertise, and training in policies and custodial platform best practices. Essential Functions and Responsibilities Escalate, review, and respond to requests to process, review, or escalate urgent or complex items Foster relationships with clients through initial & ongoing customer service and issue resolution Serve as an internal training resource by delivering educational training on custodial technology, processes, form requirements, and communicating correct processing guidelines Monitor and review custodians for policy, procedures, and paperwork changes, updating resources and training materials Perform security administration, vendor code maintenance, and related functions for Schwab and Pershing Assist team members with daily tasks as needed due to volume Provide backup assistance to other team members as business needs dictate Perform other tasks assigned by management Core Competencies Knowledge of financial industry and investment products Strong knowledge of various technologies: Microsoft Office, Dynamics, LaserApp, DocuSign, Schwab Advisor Center, Pershing NetX360 Strong written and verbal communication skills, with the ability to deal effectively with various people including staff, management, custodians, and other offices Ability to prioritize and manage in a fast-paced, multi-task environment with organization and accuracy Strong analytical, problem-solving, research skills, and attention to detail Ability to work effectively in a team environment, while also being a self-motivated, independent worker Required Education and Experience Bachelor's Degree in Finance or a related field Preferred Education and Experience 3+ years of financial industry experience Benefits Company contributions toward health insurance premium Company sponsored retirement plan with matching contributions Paid Time Off Paid Holidays Physical Demands This is a largely sedentary role; however, some walking is required. Individuals may need to sit or stand as needed. This position may require walking primarily on a level surface for short periods of time. Expected Hours of Work Days and typical hours of work are Monday through Friday, 8:30 a.m. to 4:30 p.m. Flexibility in working hours may be allowed, but the employee must work 40 hours each week to maintain full-time status. Valmark reserves the right to modify, interpret, or apply this in any way the Company desires. This in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work: American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025 Top Workplaces USA national award in 2022, 2023, 2024 and 2025 Newsweek's America's Best Banks 2023 and 2024 Newsweek's America's Greatest Workplaces 2024 and 2025 Forbes America's Best Banks 2024 and 2025 Forbes Best-in-State Banks 2020, 2021 and 2025 TIME's America's Growth Leaders 2026 award winner At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose This position is responsible for delivering outstanding customer service by consistently providing support with a friendly demeanor and a can-do attitude for deposit products offered by Peoples Bank. Must have the ability to use job knowledge and available systems information to independently answer questions and resolve issues in a timely manner. Job Duties Responsible for assisting both internal and external customers with questions and problem resolution for deposit products offered by Peoples Bank via phone or through automated systems. Responsible for account check back, as well as providing information, research and problem resolution for Checking and Savings accounts, ATM/Debit cards, Safe Deposit Boxes, and other deposit and customer related issues. Process Reg E forms, death certificates, and inactive notices. Add and check back automatic transfers to the core system. Maintenance debit cards. Maintain thorough understanding of all procedures and applicable regulations. Will monitor reports, complete service requests and perform routine account/customer maintenance. Will perform special projects as assigned. Normal Hours are 8:00am to 5:00PM, Monday - Friday; some Saturdays 8:00am-12:00pm. Education, Experience and Job Skills High School Diploma or GED certificate required, Associate's degree preferred. 1-year of banking experience preferred. Must have strong customer care skills and attention to detail. Excellent verbal and written communication skills with the ability to respond to customers and co-workers alike. Ability to work in a fast-paced environment. Ability to prioritize tasks and meet designated deadlines. Strong knowledge of Microsoft Office products. Prior experience with Salesforce and FIS/IBS financial software products is preferred but not required. Must be able to work in a team environment and interact in aa positive manner with co-workers and management Efficiency oriented, self-motivated and a flexible team player who is adaptable to change. Basic Qualifications: High School diploma or GED certificate required. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process or other inquires.

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work: * American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025 * Top Workplaces USA national award in 2022, 2023, 2024 and 2025 * Newsweek's America's Best Banks 2023 and 2024 * Newsweek's America's Greatest Workplaces 2024 and 2025 * Forbes America's Best Banks 2024 and 2025 * Forbes Best-in-State Banks 2020, 2021 and 2025 * TIME's America's Growth Leaders 2026 award winner At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose This position is responsible for delivering outstanding customer service by consistently providing support with a friendly demeanor and a can-do attitude for deposit products offered by Peoples Bank. Must have the ability to use job knowledge and available systems information to independently answer questions and resolve issues in a timely manner. Job Duties * Responsible for assisting both internal and external customers with questions and problem resolution for deposit products offered by Peoples Bank via phone or through automated systems. * Responsible for account check back, as well as providing information, research and problem resolution for Checking and Savings accounts, ATM/Debit cards, Safe Deposit Boxes, and other deposit and customer related issues. * Process Reg E forms, death certificates, and inactive notices. * Add and check back automatic transfers to the core system. * Maintenance debit cards. * Maintain thorough understanding of all procedures and applicable regulations. * Will monitor reports, complete service requests and perform routine account/customer maintenance. * Will perform special projects as assigned. Normal Hours are 8:00am to 5:00PM, Monday - Friday; some Saturdays 8:00am-12:00pm. Education, Experience and Job Skills * High School Diploma or GED certificate required, Associate's degree preferred. * 1-year of banking experience preferred. * Must have strong customer care skills and attention to detail. * Excellent verbal and written communication skills with the ability to respond to customers and co-workers alike. * Ability to work in a fast-paced environment. * Ability to prioritize tasks and meet designated deadlines. * Strong knowledge of Microsoft Office products. * Prior experience with Salesforce and FIS/IBS financial software products is preferred but not required. * Must be able to work in a team environment and interact in aa positive manner with co-workers and management * Efficiency oriented, self-motivated and a flexible team player who is adaptable to change. Basic Qualifications: * High School diploma or GED certificate required. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process or other inquires.

Kleberg Bank, N.A. believes that the customer's experience is our Brand. Each individual at Kleberg Bank, N.A. is committed to providing "Excellent" customer service. Therefore, we are seeking a Deposit Operations Specialist with unrivaled integrity, solid work ethic and a passion for service. The Deposit Operations Specialist will be responsible for all customer service, account maintenance and item processing duties while reaching established goals. Master the Kleberg Bank delivery process and product knowledge to develop customer relationships by performing the following essential duties. Essential Duties * Maintain a basic knowledge of all Kleberg Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. * Maintain the integrity of the core system and input system changes when requested. * Identify, research, and resolve transaction discrepancies. * Compliance with laws, regulations, policy, procedures, and the Team Handbook. * Continually meets customer service expectations by offering excellent service to both external and internal customer requests. * Follow proper procedures accurately and efficiently for all customer-servicing activities performed. * Reviewing and researching evidence/documents to analyze the overall fact pattern of claim into a professional report with recommendations. * Work with appropriate support teams to ensure customer receives a timely credit for all qualifying disputes. * Maintain ATM dispute and chargeback inventory to ensure all cases are accounted for and processed timely. * Maintain the confidentiality of the Bank's customers. * Work with the Risk Management and BSA teams in developing business rules to monitor, identify and remediate fraudulent trends quickly. * Provide continuous analytical support with various types of ongoing fraud investigations. * Documentation is critical so logging conversations, e-mails and other communications is imperative. * Review established fraud detection system-generated alerts and reports to identify fraudulent activity related to ACH, wire, check fraud, online banking, account opening, and other operational areas as needed. * Review account activity to prevent, detect and investigate any signs of external and/or internal fraud. * Process and scan account documents making sure the documents are complete and in compliance with bank procedures. * Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. * Deliver strong community visibility. Perform other duties as assigned. * Assist in tracking and maintaining exceptions for Deposit Operations Initiate and verification of customer and institution wire transfers, including investigations, both domestic and international wires. * Start of Day process, end of day, and daily balancing Risk management review including transaction activity, large item review, posting accuracy, image archive and retrieval, and document management. Item processing, Check 21 processing, Image archive, ACH/AFT processing for deposit accounts, and customer service. Education/Experience: * High School diploma or equivalent, and 1 year related experience or equivalent and/or training in banking or related industry. * Must be competent and knowledgeable in branch operations policies and procedures Preferred Education: * College degree and 5-7 years management in Banking or related industry. * Work related experience should consist of an in-depth background in a financial institution in administration, compliance, security, center operations management, bank operations, and bank supervision. Knowledge, Skills and Abilities: * Effective interpersonal relationships with management and team members * Ability to perform tasks quickly and accurately Basic Mathematical Skills A thorough understanding and application of all policies, procedures and regulations pertaining to the work of a Deposit Operations Specialist * Ability to operate in a team environment to accomplish shared goals Ability to effectively manage time as related to daily tasks * Ability to solve practical problems and interpret a variety of instructions furnished in written, oral or schedule form * Ability to prioritize multiple demands in a high pressure environment while maintaining professional demeanor Acquire proficiency of the system and electronic communications. Other Duties: Duties, responsibilities and activities may change at any time with or without notice. AAP/EEO Statement: Kleberg Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status of protected veteran, among other things or status as a qualified individual with a disability.

Apply Description Kleberg Bank, N.A. believes that the customer's experience is our Brand. Each individual at Kleberg Bank, N.A. is committed to providing “Excellent” customer service. Therefore, we are seeking a Deposit Operations Specialist with unrivaled integrity, solid work ethic and a passion for service. The Deposit Operations Specialist will be responsible for all customer service, account maintenance and item processing duties while reaching established goals. Master the Kleberg Bank delivery process and product knowledge to develop customer relationships by performing the following essential duties. Essential Duties Maintain a basic knowledge of all Kleberg Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. Maintain the integrity of the core system and input system changes when requested. Identify, research, and resolve transaction discrepancies. Compliance with laws, regulations, policy, procedures, and the Team Handbook. Continually meets customer service expectations by offering excellent service to both external and internal customer requests. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. Reviewing and researching evidence/documents to analyze the overall fact pattern of claim into a professional report with recommendations. Work with appropriate support teams to ensure customer receives a timely credit for all qualifying disputes. Maintain ATM dispute and chargeback inventory to ensure all cases are accounted for and processed timely. Maintain the confidentiality of the Bank's customers. Work with the Risk Management and BSA teams in developing business rules to monitor, identify and remediate fraudulent trends quickly. Provide continuous analytical support with various types of ongoing fraud investigations. Documentation is critical so logging conversations, e-mails and other communications is imperative. Review established fraud detection system-generated alerts and reports to identify fraudulent activity related to ACH, wire, check fraud, online banking, account opening, and other operational areas as needed. Review account activity to prevent, detect and investigate any signs of external and/or internal fraud. Process and scan account documents making sure the documents are complete and in compliance with bank procedures. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. Deliver strong community visibility. Perform other duties as assigned. Assist in tracking and maintaining exceptions for Deposit Operations Initiate and verification of customer and institution wire transfers, including investigations, both domestic and international wires. Start of Day process, end of day, and daily balancing Risk management review including transaction activity, large item review, posting accuracy, image archive and retrieval, and document management. Item processing, Check 21 processing, Image archive, ACH/AFT processing for deposit accounts, and customer service. Education/Experience: High School diploma or equivalent, and 1 year related experience or equivalent and/or training in banking or related industry. Must be competent and knowledgeable in branch operations policies and procedures Preferred Education: College degree and 5-7 years management in Banking or related industry. Work related experience should consist of an in-depth background in a financial institution in administration, compliance, security, center operations management, bank operations, and bank supervision. Knowledge, Skills and Abilities: Effective interpersonal relationships with management and team members Ability to perform tasks quickly and accurately Basic Mathematical Skills A thorough understanding and application of all policies, procedures and regulations pertaining to the work of a Deposit Operations Specialist Ability to operate in a team environment to accomplish shared goals Ability to effectively manage time as related to daily tasks Ability to solve practical problems and interpret a variety of instructions furnished in written, oral or schedule form Ability to prioritize multiple demands in a high pressure environment while maintaining professional demeanor Acquire proficiency of the system and electronic communications. Other Duties: Duties, responsibilities and activities may change at any time with or without notice. AAP/EEO Statement: Kleberg Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status of protected veteran, among other things or status as a qualified individual with a disability.

Do you love tinkering with tech, troubleshooting on the fly, and making systems run smoother than a well-oiled machine? Then it's time to join Western Union as a Regional Operations Specialist! Western Union powers your pursuit. As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business software to keeping our Agents operating top-notch, you'll ensure everything runs like clockwork, with a dash of innovation and urgency. Role Responsibilities * As an Operations Specialist, you'll be the go-to guru for our tech needs. * From optimizing business applications, products and services to making sure to protect the business on a day to day. * Tech Operations Master: Keep our business tools (WUPOS, Prepaid, Peripherals etc.) running like a dream, ensuring our sales team stay productive and happy. * Data & System analytics support by observing trends when implementing new tech and products/solutions. * Tech Support Hero: Solve day-to-day technical hiccups, whether it's software woes or hardware failures. * Front-End Fun: Help with basic hardware and system troubleshooting. Role Requirements * Tech-Savvy: You're great with IT systems, cloud solutions, networking, and web hosting. * Software Wizard: You know your way around business tools like Power BI, ARC+, Snowflake, ServiceNow, SPLUNK and you can troubleshoot without breaking a sweat. * Customer service skills: You work well with clients and have great communication skills. * Quick Study: New tech doesn't intimidate you. * You love learning and mastering new tools. * Bilingual in English and Spanish highly preferred. Fluency in English is required. * Bilingual/bi-cultural experience is highly desired. * Travel anticipated approximately 20-30%. * Valid Driver's License and a reliable vehicle are required as this position requires regular travel within a defined territory. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company -transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $65,000 - 80,000 USD per year. Total on target compensation includes a base salary and short-term incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the location-specific benefits below and note that your Recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your United States - specific benefits include: * Medical, Dental, Vision, and Life Insurance * Flexible Time off * Tuition Assistance Program * Parental Leave * 401K Plan For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-SS2

The Client Operations Specialist primarily serves as a liaison between our Member Offices and our core custodians. Client Operations Specialists are go-to resources, providing direction, expertise, and training of Valmark policies and custodial platform best practices to Member Offices (newly onboarded and existing). Essential Functions and Responsibilities Escalate, review, and respond to internal, Member Office, and custodial requests to process, review, or escalate urgent or complex items Foster relationships with Member Offices through initial & ongoing customer service and issue resolution Serve as an internal training resource for the Member Offices by delivering educational training on custodial technology, processes, form requirements, and communicating correct processing guidelines Monitor and review custodians for policy, procedures, and paperwork changes, updating resources and training materials Perform security administration, vendor code maintenance, and related functions for Schwab and Pershing Assist team members with daily tasks as needed due to volume Provide backup assistance to other team members as business needs dictate Perform other tasks assigned by management Core Competencies Knowledge of financial industry and investment products Knowledge of Valmark procedures, paperwork, and processing Strong knowledge of various technologies: Microsoft Office, Dynamics, LaserApp, DocuSign, Schwab Advisor Center, Pershing NetX360 Strong written and verbal communication skills, with the ability to deal effectively with various people including staff, management, custodians, and Member Offices Ability to prioritize and manage in a fast-paced, multi-task environment with organization and accuracy Strong analytical, problem-solving, research skills, and attention to detail Ability to work effectively in a team environment, while also being a self-motivated, independent worker Supervisory Responsibility Client Operations Specialist will not have any supervisory responsibilities. Required Education and Experience Bachelor's Degree in Finance or a related field Preferred Education and Experience 3+ years of financial industry experience Industry designations (CFP, CPA) FINRA registrations Certified in operational process improvement (Lean 6 Sigma, Kaizen) Salary Range: $55,000 - $65,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience. Physical Demands This is a largely sedentary role; however, some walking is required. Individuals may need to sit or stand as needed. This position may require walking primarily on a level surface for short periods of time. Expected Hours of Work This is a hybrid position. Days and typical hours of work are Monday through Friday, 8:30 a.m. to 5:00 p.m. Flexibility in working hours may be allowed, but the employee must work 40 hours each week to maintain full-time status. Valmark reserves the right to modify, interpret, or apply this in any way the Company desires. This in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.

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. Position Overview: The Office Operations Specialist enthusiastically supports CrossCountry Mortgage customers and employees. This role is responsible for providing exceptional experience for all customers; administrative support for management level personnel; answering and directing phone calls, packages, and mail to appropriate people and departments, and other general office administration duties. Job Responsibilities: * Answer all incoming telephone calls, routing to the appropriate person or voicemail; update telephone directories as needed. * Maintain conference, training, and meeting room calendars. * Provide management with administrative support on a variety of projects; maintain discretion in handling all management requests. * Post and maintain social media platforms. * Type, format and produce documents such as proposals, presentations, correspondence, and standard reports. * Establish and maintain record keeping and filing systems for the branch. * Maintain a calendar and contact database, schedule appointments, make travel or conference arrangements, and arrange meetings and conferences for an assigned work group. * Display a high level of customer service to clients. * Assist the branch manager in any duties needed. * Perform all other duties as requested or assigned. Qualifications and Skills: * High School Diploma or General Equivalency Diploma (GED) from an accredited institution. * 1+ years of experience in a similar administrative role. * Experience handling confidential information. * Experience making independent decisions and being detail oriented. * Experience performing multiple tasks at once and completing projects with minimal supervision. * Excellent communication, organization and problem-solving skills. * Skilled in professionalism and effectively working with senior management. * Skilled in customer service while being responsive to client issues and concerns. * Proficient with commonly used office software, including but not limited to Microsoft Word, Excel, PowerPoint, Outlook, as well as telephone and internet communications. 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. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). 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. CrossCountry Mortgage, LLC (NMLS3029) 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 ***************************

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. Position Overview: The Office Operations Specialist enthusiastically supports CrossCountry Mortgage customers and employees. This role is responsible for providing exceptional experience for all customers; administrative support for management level personnel; answering and directing phone calls, packages, and mail to appropriate people and departments, and other general office administration duties. Job Responsibilities: Answer all incoming telephone calls, routing to the appropriate person or voicemail; update telephone directories as needed. Maintain conference, training, and meeting room calendars. Provide management with administrative support on a variety of projects; maintain discretion in handling all management requests. Post and maintain social media platforms. Type, format and produce documents such as proposals, presentations, correspondence, and standard reports. Establish and maintain record keeping and filing systems for the branch. Maintain a calendar and contact database, schedule appointments, make travel or conference arrangements, and arrange meetings and conferences for an assigned work group. Display a high level of customer service to clients. Assist the branch manager in any duties needed. Perform all other duties as requested or assigned. Qualifications and Skills: High School Diploma or General Equivalency Diploma (GED) from an accredited institution. 1+ years of experience in a similar administrative role. Experience handling confidential information. Experience making independent decisions and being detail oriented. Experience performing multiple tasks at once and completing projects with minimal supervision. Excellent communication, organization and problem-solving skills. Skilled in professionalism and effectively working with senior management. Skilled in customer service while being responsive to client issues and concerns. Proficient with commonly used office software, including but not limited to Microsoft Word, Excel, PowerPoint, Outlook, as well as telephone and internet communications. 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. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). 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. CrossCountry Mortgage, LLC (NMLS3029) 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 ***************************

The Consumer Lending Operations Specialist serves as a subject matter expert for Consumer Lending post-funding actions and operational functions and provides departmental support throughout Consumer Lending while delivering quality results. This role performs complex loan modifications and loan corrections and provides effective and accurate solutions for existing loan issues. The Consumer Lending Operations Specialist provides expert guidance to the Lending team to address application issues, loan errors, or other technical issues and gives proper guidance for resolution. This role maintains exceptional quality standards using extensive research and analysis of loans and loan history, computes complex loan calculations, and performs auditing functions to ensure high levels of quality control and reporting. The Consumer Lending Operations Specialist collaborates with internal departments and vendors of the Credit Union, ensuring supporting documentation and records are accurately prepared according to UFCU policies, standards, and all legal requirements. The Consumer Lending Operations Specialist reports to the Manager - Consumer Lending Operations. About UFCU As Austin's largest locally owned financial institution, University Federal Credit Union is owned by, dedicated to, and always working for our Members. Our mission at UFCU is simple: to provide for the well-being of our Members. We are proud to focus on people - not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals. Consistently receiving awards as the Top Credit Union, Top Mortgage Company, Best Places for Working Parents, Austin's Healthiest Employer, and Gallup's Top Engaged Workplace, UFCU is proud of its people-first culture. We value our employees as much as we value our Members. We offer an environment where people care about each other - like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives, we're glad you're here. Essential Functions Consumer Lending Operations Perform operational functions involving payment corrections, including loan modifications, loan corrections, returned ACH and/or NSF payments, and full loan recasts. Handle Ancillary Product support for claim document requests, cancellations processing, and refunds. Perform clearing of Vehicle Buyer's Checks (VBC) and Electronic VBCs. Monitor and take necessary action on reports from the lending system or other business units. Perform quality control auditing, tracking, error resolution, and reporting for consumer loans and on all lending lien perfection documents. Obtain payoffs for external loans and print, assemble, and mail checks to external parties while ensuring the check stock is loaded, unloaded and properly secured. Provide accurate required disclosures, loan, and transaction documents to Members. Assist with and resolve online account opening issues for Members. Process Letters of Guarantee and supplemental requests through insurance companies. Place stop payments on lost cashier's checks and issue replacements. Actively communicate with Loan Officers to ensure quick loan finalization. Follow up with key individuals within one business day to resolve problems and respond to inquiries; provide updates and/or correct audit errors within allotted time. Apply a commitment to excellent Member service and strong interpersonal skills to build and maintain positive relationships with team members, internal partners, and various vendors. Assist Lending Member Services by handling incoming and outgoing calls and Member requests efficiently and within stated Service Level Agreement (SLA) timeframe while displaying professional telephone etiquette. Monitor levels and order office supplies. Other Adhere to all company policies, procedures, and business ethics codes. Complete required regulatory training as assigned. Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to the role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations. Knowledge/Skills/Abilities Knowledge Strong knowledge of consumer lending products, regulations, services, and processes. Comprehensive understanding of financial calculations including re-amortization of loans and interest calculations. Proficient in Microsoft Office Suite. Skills Advanced teamwork and interpersonal skills including active listening, and demonstrated ability to treat others with respect. Strong analytical and problem-solving skills, particularly regarding complex financial information. Strong organization skills with excellent attention to detail and accuracy. Strong verbal and written communication skills. Abilities Advanced ability to interpret and analyze data, and pull and review reports and full transactional history. Strong ability to demonstrate professional, clear, and effective spoken and written communication with members, potential members, business partners and staff; consistently exhibiting tact and diplomacy. Ability to consistently meet or exceed goals. Ability to effectively prioritize and excel in a high-volume environment with great attention to detail and organizational skills. Ability to work both effectively as a team and independently to accomplish objectives. Ability to adapt to changing circumstances and perform new responsibilities with flexibility. Ability to proactively identify and take on new responsibilities. Ability to effectively manage time and resources. Ability to exercise sound judgment and act responsibly in the member's and the Credit Union's best interests. Ability to take ownership of work. Ability to present ideas and thoughts clearly, concisely, persuasively, and with confidence. Competencies Adaptability Building Member Loyalty Building Partnerships Communication Emotional Intelligence Focus on Results Influence Experience Minimum Qualifications High school diploma or equivalent Minimum of three (3) years of experience in consumer lending origination, processing, or servicing Minimum of two (2) years of effectively using multiple computer programs simultaneously Experience analyzing complex financial information Experience with accounting, credit, and lending principles Experience utilizing loan origination software Familiarity with posting funds and performing transactions from general ledgers Must be bondable Preferred Qualifications Bachelor's degree in business, finance or related field Experience with Symitar (Episys), Crystal Reports, or other SQL query software Experience with handling lending ancillary products, lien paperwork and requirements Experience with credit union products and services, policies, procedures, laws, and regulations beyond those in Consumer Lending Bilingual in English and Spanish Credit Union or financial industry experience Physical Demands The physical demands described are representative of those an employee must meet, with or without accommodation, in order to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Frequent While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus. Extensive use of the telephone and virtual communications platforms to communicate information, requiring accurate perception of speech and clear speaking abilities. Work Environment The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. This position requires frequently working onsite at UFCU Plaza in Austin, Texas. This position may involve periodic stressful conditions. May occasionally require an adjusted work schedule, overtime, and evening/weekend hours. Frequent computer use at a workstation of up to two hours at a time. The noise level in the work environment is usually loud.

PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Loan Resolution Specialist will process liquidation workout solutions with defaulted borrowers in an effort to avoid the completion of foreclosure and to mitigate loss to the borrower and the company. As the Specialist, you will ensure activities are in compliance with federal, state and local regulations as well as in accord with PNMAC policies and procedures. The Loan Resolution Specialist will: Review and process new application requests through multiple intake channels Perform 2nd level audits of submitted documentation for incomplete/complete applications Complete research on prior workout reviews to ensure the loan is eligible for Short Sale/ Deed in Lieu Correspond with internal departments as well as customers via email Analyze financial statements, loan documentation and other relevant data submitted to determine the accurate workout solution Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring High School Diploma / GED 1+ years of relevant work experience Experience with first and second mortgage liens and short sale/ liquidation preferred Must be highly proficient in Excel and Word Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $40,000 - $60,000 Work Model OFFICE

The Warehouse Operations Specialist will handle day-to-day oversight of the Warehouse Operations team as well as process flow and quality control of the Warehouse Lending department. This person is responsible for service levels, warehouse lending software, GL balancing and oversight for the overall success of the department. This individual will work closely with other members of warehouse operations management. Essential Duties - Responsibilities. Other duties may be assigned. Serves as the primary contact for internal and external clients Negotiates client lines of credit with the credit administration team Handles credit transactions, creating proposal letters, commitment letters, etc. Facilitates projects within the Warehouse Lending group. Sets project timelines and keeps teams on task to complete milestones according to schedule Responsible for accurately and efficiently managing in the daily activities of the Warehouse Lending department. Including but not limited to onboarding new clients, operating in daily fundings, oversight of collateral shipments - releasing and settling wires Oversees the software management and report procurement internally and externally Handles oversight, training, reporting and user activity of Warehouse Lending Software Ensures adherence to the Bank's Quality and Risk Controls Responsible for daily warehouse account reconciliations and GL balancing Provides guidance and assistance in day-to-day responsibilities for funding, loan validation, limit processing and settlement activities to employees with less WHL experience Recommends new best practices to Warehouse Lending Operations Manager and implements approved changes throughout the business unit Accountable for accurate and timely processing of wire transfers, track cash balances, perform account reconciliations, and wire transfer research Adheres to departmental policy and procedures while ensuring others in the department do the same Fosters environment that meets or exceeds both internal and external service levels Cross functionally works with both Credit and Sales groups to ensure facilities are within compliance and are performing as expected. Report any discrepancies Provides oversight of daily tracking and reconciliation of haircut needs of all facilities and operating funds of other WHL employees Competencies: Demonstrated ability to work in a fast paced, high-volume environment Display critical thinking and conflict resolution skills Strong oral and written communications a must. Ability to clearly communicate both verbally and written in a courteous and professional manner Ability to deal effectively and tactfully with all types of relationships including conflict resolution Candidate is knowledgeable about Internal Controls, process and procedural reviews

The Warehouse Operations Specialist will handle day-to-day oversight of the Warehouse Operations team as well as process flow and quality control of the Warehouse Lending department. This person is responsible for service levels, warehouse lending software, GL balancing and oversight for the overall success of the department. This individual will work closely with other members of warehouse operations management. Essential Duties - Responsibilities. Other duties may be assigned. * Serves as the primary contact for internal and external clients * Negotiates client lines of credit with the credit administration team * Handles credit transactions, creating proposal letters, commitment letters, etc. * Facilitates projects within the Warehouse Lending group. Sets project timelines and keeps teams on task to complete milestones according to schedule * Responsible for accurately and efficiently managing in the daily activities of the Warehouse Lending department. Including but not limited to onboarding new clients, operating in daily fundings, oversight of collateral shipments - releasing and settling wires * Oversees the software management and report procurement internally and externally * Handles oversight, training, reporting and user activity of Warehouse Lending Software * Ensures adherence to the Bank's Quality and Risk Controls * Responsible for daily warehouse account reconciliations and GL balancing * Provides guidance and assistance in day-to-day responsibilities for funding, loan validation, limit processing and settlement activities to employees with less WHL experience * Recommends new best practices to Warehouse Lending Operations Manager and implements approved changes throughout the business unit * Accountable for accurate and timely processing of wire transfers, track cash balances, perform account reconciliations, and wire transfer research * Adheres to departmental policy and procedures while ensuring others in the department do the same * Fosters environment that meets or exceeds both internal and external service levels * Cross functionally works with both Credit and Sales groups to ensure facilities are within compliance and are performing as expected. Report any discrepancies * Provides oversight of daily tracking and reconciliation of haircut needs of all facilities and operating funds of other WHL employees Competencies: * Demonstrated ability to work in a fast paced, high-volume environment * Display critical thinking and conflict resolution skills * Strong oral and written communications a must. * Ability to clearly communicate both verbally and written in a courteous and professional manner * Ability to deal effectively and tactfully with all types of relationships including conflict resolution * Candidate is knowledgeable about Internal Controls, process and procedural reviews Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. At First Bank, we embrace a hybrid work environment which allows employees to work at least three full days in the office with more or all in-office days expected of our client facing teams and the groups that support them in the business. The hybrid option for this role will become available once the candidate has demonstrated proficiency in the role. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay: $88,000 - 107,500

Join a newly established, high-impact Business Practices team at J.P. Morgan Wealth Management, dedicated to ensuring our systems, processes, and policies work seamlessly to incentivize and support our financial advisor population. This team plays a critical role in identifying, investigating, and remediating potential sales practice challenges, driving continuous improvement and safeguarding our reputation for excellence. As a Specialist on the Business Practices team- Field Performance and Incentives, you'll help identify, investigate, and resolve potential sales practice challenges, contributing directly to the integrity and success of our advisor community. You will collaborate with cross-functional partners and leverage your advanced communication skills to investigate issues efficiently and accurately, contributing to the strategic objectives of J.P. Morgan Wealth Management. Job Responsibilities Issue Discovery and Investigation: Actively listen and vet potential issues by conducting interviews and check-ins with Supervisory Managers and Field workforce, reviewing scorecards, compensation changes, and industry updates. Risk Analysis: Collaborate with stakeholders to perform end-to-end analysis of business risks and controls, helping to identify gaps, weaknesses, and root causes. Timely Escalation: Identify and escalate issues with urgency, partnering with the business to ensure prompt and effective remediation. Record Keeping: Maintain detailed records of requests, resolutions, and follow-up actions, adhering to established processes and controls. Team Collaboration: Work closely with team members and cross-functional partners to address complex issues and deliver seamless support. Process Improvement: Identify opportunities for process enhancements and contribute to the development of best practices for business practice management. Project Support: Participate in special projects and initiatives aimed at improving advisor experience and operational efficiency. Reporting: Assist in preparing summaries and recommendations for senior leadership, ensuring transparency and informed decision-making. Required Qualifications, Capabilities, and Skills Bachelor's Degree in Finance, Business, Economics, or a related field. A minimum of 2 years of experience in financial services, client support, operations, or a related function. Exceptional attention to detail and commitment to delivering high-quality work. Strong written and verbal communication skills; ability to explain complex information clearly and professionally. Risk-oriented mindset with a passion for helping others and resolving issues. Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment. Collaborative team player with strong interpersonal skills and discretion handling confidential information. Preferred Qualifications, Capabilities, and Skills Experience with sales practices or working in a wealth management environment. Proficiency in Excel and experience with inquiry tracking or case management systems.

Join a newly established, high-impact Business Practices team at J.P. Morgan Wealth Management, dedicated to ensuring our systems, processes, and policies work seamlessly to incentivize and support our financial advisor population. This team plays a critical role in identifying, investigating, and remediating potential sales practice challenges, driving continuous improvement and safeguarding our reputation for excellence. As a Specialist on the Business Practices team- Field Performance and Incentives, you'll help identify, investigate, and resolve potential sales practice challenges, contributing directly to the integrity and success of our advisor community. You will collaborate with cross-functional partners and leverage your advanced communication skills to investigate issues efficiently and accurately, contributing to the strategic objectives of J.P. Morgan Wealth Management. Job Responsibilities Issue Discovery and Investigation: Actively listen and vet potential issues by conducting interviews and check-ins with Supervisory Managers and Field workforce, reviewing scorecards, compensation changes, and industry updates. Risk Analysis: Collaborate with stakeholders to perform end-to-end analysis of business risks and controls, helping to identify gaps, weaknesses, and root causes. Timely Escalation: Identify and escalate issues with urgency, partnering with the business to ensure prompt and effective remediation. Record Keeping: Maintain detailed records of requests, resolutions, and follow-up actions, adhering to established processes and controls. Team Collaboration: Work closely with team members and cross-functional partners to address complex issues and deliver seamless support. Process Improvement: Identify opportunities for process enhancements and contribute to the development of best practices for business practice management. Project Support: Participate in special projects and initiatives aimed at improving advisor experience and operational efficiency. Reporting: Assist in preparing summaries and recommendations for senior leadership, ensuring transparency and informed decision-making. Required Qualifications, Capabilities, and Skills Bachelor's Degree in Finance, Business, Economics, or a related field. A minimum of 2 years of experience in financial services, client support, operations, or a related function. Exceptional attention to detail and commitment to delivering high-quality work. Strong written and verbal communication skills; ability to explain complex information clearly and professionally. Risk-oriented mindset with a passion for helping others and resolving issues. Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment. Collaborative team player with strong interpersonal skills and discretion handling confidential information. Preferred Qualifications, Capabilities, and Skills Experience with sales practices or working in a wealth management environment. Proficiency in Excel and experience with inquiry tracking or case management systems. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Join a newly established, high-impact Business Practices team at J.P. Morgan Wealth Management, dedicated to ensuring our systems, processes, and policies work seamlessly to incentivize and support our financial advisor population. This team plays a critical role in identifying, investigating, and remediating potential sales practice challenges, driving continuous improvement and safeguarding our reputation for excellence. As a Specialist on the Business Practices team- Field Performance and Incentives, you'll help identify, investigate, and resolve potential sales practice challenges, contributing directly to the integrity and success of our advisor community. You will collaborate with cross-functional partners and leverage your advanced communication skills to investigate issues efficiently and accurately, contributing to the strategic objectives of J.P. Morgan Wealth Management. **Job Responsibilities** + Issue Discovery and Investigation: Actively listen and vet potential issues by conducting interviews and check-ins with Supervisory Managers and Field workforce, reviewing scorecards, compensation changes, and industry updates. + Risk Analysis: Collaborate with stakeholders to perform end-to-end analysis of business risks and controls, helping to identify gaps, weaknesses, and root causes. + Timely Escalation: Identify and escalate issues with urgency, partnering with the business to ensure prompt and effective remediation. + Record Keeping: Maintain detailed records of requests, resolutions, and follow-up actions, adhering to established processes and controls. + Team Collaboration: Work closely with team members and cross-functional partners to address complex issues and deliver seamless support. + Process Improvement: Identify opportunities for process enhancements and contribute to the development of best practices for business practice management. + Project Support: Participate in special projects and initiatives aimed at improving advisor experience and operational efficiency. + Reporting: Assist in preparing summaries and recommendations for senior leadership, ensuring transparency and informed decision-making. **Required Qualifications, Capabilities, and Skills** + Bachelor's Degree in Finance, Business, Economics, or a related field. + A minimum of 2 years of experience in financial services, client support, operations, or a related function. + Exceptional attention to detail and commitment to delivering high-quality work. + Strong written and verbal communication skills; ability to explain complex information clearly and professionally. + Risk-oriented mindset with a passion for helping others and resolving issues. + Ability to manage multiple requests simultaneously and prioritize effectively in a fast-paced environment. + Collaborative team player with strong interpersonal skills and discretion handling confidential information. **Preferred Qualifications, Capabilities, and Skills** + Experience with sales practices or working in a wealth management environment. + Proficiency in Excel and experience with inquiry tracking or case management systems. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

How will this role impact First Command? First Command was founded in 1958 by a retired military officer who was passionate about helping service members and their families strengthen their financial security. The company is seeking a leader who shares this passion for our mission. This role involves building and maintaining relationships with our field-force, providing product knowledge and support on all our products, and supporting the achievement of sales targets. The Internal Sales Support Specialist works closely with our product and solution leads to track results, follow-up and find opportunities and drive education and production results. What will the employee do in this role? Plan and execute three (3) proactive calls, one-on-one's, virtual trainings each day. Enter all activities and cases in Salesforce- the same week they are executed. Partner with the DSC on a Division Sales Plan using data to accelerate advisor penetration, drive the planning process, and grow sales in protection, investments, and banking. Lead with the First Command holistic planning process and position solutions in the context of that process and client needs. Act as an “ambassador” in the home office and with the field for the First Command vision, the holistic planning process, and the Integrated Sales structure and operating model. Build trust and deep partnerships with District Advisors and advisors. Build trust and a productive working relationship with your Division Sales Consultant. Collaborate with the DSCs to deliver a systematic follow-up process for all training workshops, district events and sales meetings etc. Create Salesforce campaigns that align with each of these events. Partner closely with the Solution-Leads, Product Management, and the Division Sales Consultant to deliver sales strategies to the DAOs, District Advisors and advisors. Partner closely with the Solution-Leads and the Internal Specialists to leverage opportunity lists of clients, and advisors for in-field sales initiatives. Partner with the DSCs to leverage the thought leadership and wholesaling horsepower of partner firms to drive sales in the region. Partner with the DSCs on content for division education workshops and own the follow-up for these events. Partner with the DSCs on content for District Client events and own the follow-up for these events. Stay current on industry trends, new product development, and industry best practices. Source learning and accreditation opportunities that will help expand your subject matter expertise and your sales skills. Always represent First Command in the highest possible manner and ensure all sales activities comply with industry regulations and company policies. What skills & qualifications do you need? Should have strong interpersonal and relationship-building skills. They must be able to establish rapport with financial advisors and clients to effectively promote products and services. A deep understanding of products, funds, or financial services offered by the First Command is crucial. This includes staying updated on product features, benefits, and market trends. Effective communication is essential for explaining complex financial products in a clear and concise manner. This includes both written and verbal communication skills. Being able to identify and address client needs, objections, or concerns is a valuable skill in this role. Analyzing sales data and performance metrics is important for refining sales strategies and identifying areas for improvement. Education Bachelor's degree in business or finance preferred (EX07 & EX08) and required (EX09) Work Experience EX07 - 1+ years' experience EX08 - 5+ years' experience EX09 - 10+ years' experience Experience analyzing and reporting on product performance, user feedback, market trends, and competitive analysis. Experience within the financial services industry is particularly advantageous. Roles such as financial advisor, financial consultant, or junior analyst can provide a strong foundation in understanding investment products and financial markets. Proficiency in ACE/Sales Support and other emerging technology. Strong professionalism and ethical foundation. Certifications Series 6, 63, 65, and Life and Heath (EX07-EX09) Required Knowledge, Skills and Abilities Any experience that provides in-depth knowledge of the specific investment products or financial services offered by the hiring organization is a significant advantage. Experience in roles that require strong customer service and interpersonal skills is beneficial. Customer service representatives, client relationship managers, or similar positions can help develop the necessary client-facing skills. Experience working in cross-functional teams or roles that require collaboration. Prior experience in sales is highly valuable. #LI-NC1 #LI-Hybrid