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  • Manager, Crypto Fraud Response and Recovery

    Fidelity Investments 4.6company rating

    Merrimack, NH jobs

    Are you passionate about investigating fraud, identifying root causes, and presenting findings and recommendations? If so, you might be the right candidate for the Manager, Fraud Response and Recovery position within Fidelity's Fraud Risk and Control team. The Role Fidelity's Fraud Risk and Control (FRC) team is seeking a motivated Manager to join our team in our fight against fraud actors. The Manager, Fraud Response and Recovery will participate in daily operations involving the creation of enhanced detection, prevention, and technical investigations of fraud events involving our clients This position will have an enhanced focus on Fidelity's Digital Assets (FDAS) business and crypto-related transactions. The Fraud Response and Recovery team contributes to these operations through their management on incident response, intelligence gathering, and root cause analysis. The Team The Fraud Risk and Control team, within Enterprise Cyber Security, is responsible for preventing, detecting, responding to, and investigating fraud incidents across the entire Fidelity enterprise. When fraud occurs, FRC's Fraud Response Team takes all vital actions required to analyze and escalate fraud trends and patterns, identify opportunities for preventing and detecting fraud, and build cases to present to law enforcement and prosecutive agencies. The Value You Deliver In this role, your focus will be on supporting response to major fraud events and trends. Your responsibilities include: Triage fraud events and perform root cause analysis. Conduct in-depth investigations of suspicious financial activity. Provide expertise reviewing crypto transactions and blockchain analysis for known fraud incidents. Gather and analyze evidence of fraudulent activity and other relevant information and data Create and maintain case files of fraudulent activity. Collaborate with analytics, legal, compliance, and external regulatory and law enforcement agencies. Communicate fraud-related findings and recommendations to stakeholders. Assist in recovering losses due to fraud, including conducting collections and monitoring recovery processes. The Expertise and Skills You Bring Bachelor's degree and 4+ years' experience in the financial services industry 2+ years of risk related experience. Experience in crypto trading and/or block chain analysis. Experience in researching financial transactions and customer activities. Strong analytical skills to analyze data and identify patterns. Problem solving skills to identify and resolve complex problems. Possess the ability to multi-task across a variety of responsibilities in a constantly evolving environment. Ability to perform correlation and analysis from disparate internal systems to identify potentially fraudulent events. Strong focus on execution and identifying, communicating, and removing impediments to progress. You are highly energetic and enterprising, thriving in a fast-paced and constantly evolving team environment. Willingness to expand your expertise continually learning new skills. Note: Fidelity is not providing immigration sponsorship for this position Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. Certifications:Category:Risk 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.
    $65k-93k yearly est. 5d ago
  • Senior Service Designer - Housing

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA jobs

    This is a contract-based employment opportunity. The Executive Office of Housing and Livable Communities (EOHLC) was established in 2023. Its creation reflected the Commonwealth's focus on housing, elevating the organization from a division (DHCD) to an executive office reporting directly to the Governor. EOHLC works to create more homes and lower housing costs for Massachusetts residents. We administer programs focused on housing production, housing affordability, fairness and equity in housing opportunity, emergency and transitional housing and financial supports, and home energy affordability, among other areas. Are you interested in helping people in Massachusetts find and secure affordable housing? The Executive Office of Housing and Livable Communities (EOHLC) is hiring a Senior Service Designer - Housing to reimagine the affordable housing experience. You'll start by collaborating on the design of a centralized application experience that streamlines how people learn about, apply for, and gain access to private affordable housing. In addition to improving the front-end applicant experience, you will also shape the back-end experience for property managers, municipalities and housing search workers/advocates. We need a systems thinker who thrives on understanding people and delivering complex services and holistic experiences. This position is a full-time contract opportunity. The primary work location for this role will be at 100 Cambridge Street, Boston, MA 02114. The work schedule for this position is Monday through Friday, 9:00AM to 5:00PM EST. This position follows a hybrid schedule, typically requiring an average of two days per week in the office, with the flexibility to balance on-site and remote work as needed. Duties and Responsibilities: Define and concept test an Affordable Housing Application experience in partnership with the team's Experience Design and Research Lead. Engage constituents and service providers to understand their needs, map their experiences, and co-design digital and non-digital solutions. Create compelling and effective service design artifacts to drive shared understanding and action (for example: ux wireframes, future state concepts, journey maps, service blueprints, prototypes, frameworks etc.) Guide vendor development teams and ensure outputs respond to constituent needs navigating, applying, and securing privately owned affordable apartments and homes. Partner with agency stakeholders to understand policies, technology systems, business needs, and other constraints when optimizing service delivery. Drive impact within a complex ecosystem that builds on existing discovery work. The team recently finished discovery work to understanding user needs. You'll help the team extend these learnings, create a people-centered roadmap, and help move the team from vision to implementation. Help us grow our service design practice by working with peers to shape state-wide service patterns, best practices, and integrated solutions. Act as a change agent within Housing and Livable Communities by advocating for iterative people-centered design and research. Preferred Knowledge, Skills, and Abilities: 5-7 years of professional experience in service design 3+ years of experience working on government services or similarly complex public service orientated spaces Enthusiasm for solving problems facing public-sector agencies and promoting access to public services using modern technology, design, and research practices Demonstrated flexibility and patience in navigating highly regulated environments and complex stakeholder dynamics Deep expertise in service design, experience research, and experience/design strategy Comfortable facilitating co-design sessions, stakeholder workshops, and generative meetings Strong system thinking skills Outstanding verbal, written, and visual communication and storytelling skills The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
    $114k-180k yearly est. 3d ago
  • Salesforce Enterprise Architect

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA jobs

    This is a contract-based employment opportunity About the Executive Office of Housing and Livable Communities: The Executive Office of Housing and Livable Communities (EOHLC) was established as a Secretariat in 2023 by the Healey-Driscoll Administration to create more homes and lower housing costs for Massachusetts residents. EOHLC's mission is to advance innovative solutions to provide safe, accessible, affordable, and environmentally sustainable housing for all residents and to support the growth of vibrant, livable communities throughout the Commonwealth. EOHLC offers programs to help prevent homelessness and to help people afford housing. It also offers housing programs and financial assistance for municipalities, local housing authorities, non-profit organizations, and developers. Position Summary: EOHLC IT is seeking a highly skilled Salesforce Enterprise Architect with 10+ years of hands-on Salesforce experience. This role will provide strong technical leadership, guide internal development teams, oversee technical deliverables, collaborate with multiple vendors, ensure code quality, drive integration work, and lead the full release management lifecycle with expert-level Copado knowledge. We manage a single Salesforce org that leverages Public Sector Solutions (PSS) to support critical housing benefits, case management, and grant management programs. Our landscape includes multiple integrated systems and requires strong coordination, as development is carried out by three external implementation partners in parallel with internal technical resources. The Salesforce Enterprise Architect must be able to operate effectively in this multi-vendor environment, ensuring architectural consistency, quality control, and alignment across all teams. The Salesforce Enterprise Architect will work closely with the Project Managers to ensure technical requirements, timelines, dependencies, and deliverables are clearly communicated and successfully executed. This position reports directly to the Director of Information Technology Development. This position is a full-time contract opportunity. The primary work location for this role will be at 100 Cambridge Street, Boston, MA 02114. The work schedule for this position is Monday through Friday, 9:00AM to 5:00PM EST. This position follows a hybrid schedule, typically requiring an average of two days per week in the office, with the flexibility to balance on-site and remote work as needed. Duties and Responsibilities: Lead the overall Salesforce technical architecture, solution design, and development strategy across the organization. Provide technical leadership, guidance, and oversight to internal Salesforce developers and admins, ensuring best practices, code quality, and consistency across teams. Collaborate with cross-functional teams, multiple vendors, and business stakeholders to translate requirements into scalable, maintainable solutions. Design, build, and enhance Salesforce applications using Apex, LWC, Visualforce, Flows, OmniStudio, OmniScript, and advanced Salesforce configuration. Review, approve, and mentor others on Apex, LWC, Visualforce, Flows, OmniScript, integration patterns, and configurable Salesforce development approaches. Monitor and track all development activities across internal teams to ensure alignment with architectural standards, timelines, and quality goals. Lead the integration of Salesforce with Snowflake, ensuring a scalable and secure data flow across systems. Architect and implement integrations using REST/SOAP APIs, middleware, ETL tools, and third-party systems. Oversee environment strategy, sandbox management, version control, metadata deployments, and CI/CD processes using Copado. Own release management activities including pipeline governance, promotion strategy, quality checks, and coordination with vendors and internal teams. Partner with the Project managers to ensure technical deliverables, risks, dependencies, and project expectations are clearly documented and communicated. Perform advanced Salesforce administration, including user roles, profiles, security, permission sets, data integrity, and system monitoring. Conduct technical audits of automation, code, OmniScripts, integrations, and system configuration to identify improvements or risks. Produce and maintain high-quality technical documentation including architecture diagrams, design specifications, and deployment notes. Stay up to date on Salesforce releases, enhancements, and industry best practices and proactively recommend platform improvements. Preferred Knowledge, Skills, and Abilities: Minimum ten (10) years of experience in Salesforce development and architecture. Eight (8) plus years designing and implementing complex integrations with APIs, middleware, or ETL platforms. Proven ability to lead and mentor other developers and manage technical delivery across multiple teams. Demonstrated experience working with multiple vendors on enterprise scale applications and projects. Strong hands-on experience with Apex, Visualforce, Lightning Web Components (LWC), SOQL/SOSL, Flows, OmniScript/OmniStudio, and Salesforce automation. Expert-level experience with Copado, CI/CD pipelines, branching strategy, and release management. Strong understanding of Salesforce architecture, security model, data modeling, and integration patterns. Strong understanding of Salesforce sharing rules, security architecture, and SSO implementation Experience in data modeling, data management best practices, and enterprise-level reporting strategies Excellent communication skills with the ability to work with both technical and non-technical stakeholders. Ability to work independently, manage multiple priorities, and drive solutions from design through deployment. Salesforce certifications (Developer, Architect, Admin) strongly preferred. Experience with MuleSoft for API-led integrations, system orchestration, and enterprise connectivity is preferred.
    $111k-164k yearly est. 1d ago
  • SVP, Enterprise Project Management Office, Full-Time, Hybrid Marlborough MA

    Digital Federal Credit Union 4.6company rating

    Marlborough, MA jobs

    What You'll Do Summary/Objective: The position provides overall leadership for the project management & business analysis teams, enterprise-wide project governance, portfolio management, and large-scale transformation initiatives. This role ensures disciplined execution of projects that deliver on the organization's strategic objectives. By driving operational excellence and fostering a culture of accountability, the SVP enables innovation, empowers members, and strengthens trust in the credit union's ability to deliver reliable financial experiences. Success in this role ensures projects are delivered on time, within scope, and with measurable business impact. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Manage the EPMO Teams and Strategic Portfolio * Lead and develop the EPMO teams, ensuring team objectives are met * Oversee the enterprise portfolio of initiatives, ensuring balanced investment and measurable outcomes * Monitor performance metrics and deliver transparent reporting to executive leadership and the board * Drive decision-making on project continuation, acceleration, or termination based on business value * Lead Enterprise Project Governance * Establish and enforce project management standards, frameworks, and methodologies across the organization * Ensure alignment of all projects with corporate strategy and regulatory requirements * Provide executive oversight for project prioritization, resource allocation, and risk management * Deliver Large-Scale Transformation * Lead planning and execution of complex, cross-functional transformation programs * Ensure timely delivery of merger-related integration projects and strategic initiatives * Champion change management practices to support adoption and minimize disruption * Enable Business Analysis and Insights * Direct the business analysis function to provide actionable insights for project scoping and requirements * Ensure accurate documentation of business needs and alignment with technology solutions * Promote data-driven decision-making throughout the project lifecycle * Foster Innovation and Continuous Improvement * Integrate design thinking and lean methodologies into project delivery where applicable * Identify opportunities to streamline processes and enhance project efficiency * Build a high-performing team culture focused on collaboration, accountability, and results * Perform other job-related duties as assigned or requested * Complies with regulatory complaince and assigned training requirments What You'll Need Education & Experience: * Required education: Bachelor's degree or 4 additional years of relevant experience in lieu of a degree, advanced degree is preferred * Required experience: 12 - 15 years of relevant experience, including 10+ years as a people leader Qualifications & Skills: * Skills: * Expertise in project governance, portfolio management, and change leadership * Strong strategic planning and analytical capabilities * Exceptional communication and stakeholder management skills * Ability to lead cross-functional teams and influence at all levels * Technical Knowledge: * Proficiency in project management software (e.g., Microsoft Project, Smartsheet, or similar) * Familiarity with portfolio management tools and reporting dashboard * Certifications: PMP, PgMP, or Portfolio Management Profession (PfMP) required; Agile or Lean certifications preferred * Other requirements: Ability to travel between dual headquarters (MA or OR) and to key project sites as needed What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares. DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to *************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Excepted Pay Range $316,000 - $340,000
    $316k-340k yearly 7d ago
  • Key Account Representative

    3M 4.6company rating

    Boston, MA jobs

    **Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. **This position provides an opportunity to transition from other private, public, government or military environments to a 3M career.** **The Impact You'll Make in this Role** As a Key Account Representative you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: + Being accountable for Precision Grinding and Finishing (PG&F/ASD) forecast attainment within supported Key Accounts + Developing Customers and processes to drive growth of PG&F Business + Responsible for collaborating with ASD US Subsidiary, PG&F Sales Director to execute key ASD/PG&F growth programs and NPI penetration strategies. + Supporting ISMC National Account Team on strategic PG&F growth initiatives + Developing strategic growth plans for key PG&F markets and end-user customers in region. **Company Vehicle** This position requires driving a company vehicle, which will require pre-employment and ongoing review of motor vehicle history for candidates who are offered and hired for this position **Your Skills and Expertise** To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: + Bachelor's degree or higher (completed and verified prior to start) from an accredited institution + Three (3) years of selling Abrasives in a private, public, government or military environment + Current, valid Driver's License Additional qualifications that could help you succeed even further in this role include: + Expertise in Precision Grinding and Finishing abrasive portfolio and systems. + Experience with abrasive specific industrial safety regulations. + Experience in managing key accounts. + Experience in contract negotiations. + Strong track record of collaboration. **Location:** Remote Based- Midwest and Northeast Area **Travel:** May include up to 75% domestic **Relocation Assistance: May be authorized** **Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).** **Supporting Your Well-being** 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. **Chat with Max** For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting Applicable to US Applicants Only:The expected compensation range for this position is $142,479 - $174,141, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: **************************************************************** Good Faith Posting Date Range 12/05/2025 To 01/04/2026 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. **Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.** **3M Global Terms of Use and Privacy Statement** Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms. At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews. 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
    $37k-56k yearly est. 60d+ ago
  • Associate, Client Operations

    Gelfand, Rennert & Feldman 4.1company rating

    Portsmouth, NH jobs

    SCS Financial is seeking a highly motivated Associate, Client Operations to join our growing team. Within the Operations & Analytics (“O&A”) department, the Client Operations team is responsible for operations related to supporting our clients and advisors. The Client Operations team is responsible for client portfolio recordkeeping, data management, performance, and reporting as well as oversight over related technologies and third-party service providers. Our clients' financial lives and investment portfolios are sophisticated, and this team is responsible for delivering solutions to meet their needs. An area of focus for this role will be on alternative investments, from direct investments in privates and hedge funds to LP investors in SCS' pooled multi-manager vehicles. The role will assist in a variety of functions necessary to support the business, including security and client setup and data intake, report creation and maintenance, as well as operational support related to advisor / client inquiries. As a meaningful part of our clients' portfolios, it is critical client alternative investment data is maintained at the highest quality as it integrates to multiple systems and is used by various internal stakeholders and clients. This role will work cross-functionally across O&A and our Advisor teams to enhance our current workflows and systems to support a constantly growing client-base and complexity. A successful candidate will demonstrate intellectual curiosity, an aptitude for leveraging technology-enabled business functions, effective collaboration, and communication, and has an enthusiastic spirit towards doing what is needed to help the business grow and evolve. This role is ideal for a candidate looking to utilize the skills they have learned in alternative fund operations or portfolio accounting and continue to grow in their career. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities • Exude SCS's core values and focus on healthy organization best practices • Be an advocate and subject matter expert for the team's primary technology and vendors; Salesforce, Addepar, Canoe, and Alter Domus • Work in collaboration with key stakeholders to help build and optimize cross functional workflows to support alternative investment data management, performance measurement, cash flows and reporting to clients • Collaborate with Advisors on day-to-day inquiries along with the evaluation / onboarding of new alternative investments • Support the maintenance of SCS' alternative data universe, ensuring the timely and efficient processing of LP level data through a variety of workflows • Assist with additional functions within team including but not limited to client onboarding, market reference data management, custom attribute support, cashflow review, valuation, performance, and reporting • Participate in strategic initiatives designed to improve the overall client experience • Complete additional ad hoc assignments in a timely, accurate and well-communicated manner • Adherent to compliance rules and standard operating procedures Qualifications • 1 - 3 years in performance, data, or fund operations, and/or fund accounting within the financial services industry. Prior experience with alternative investments is preferred. • Experience with financial technology and workflows; working knowledge of Addepar and Canoe is a plus • Analytically inclined, demonstrating intellectual curiosity, high integrity, and excellent problem-solving skills • Ability to multi-task in a fast-paced environment, work independently, build strong cross-functional relationships • Strong organization and communication skills, both written and oral • Pro-active and solution-oriented with an ability to thrive in an entrepreneurial environment • Bachelor's degree and a demonstrated track record of academic success The annualized base pay range for this role is expected to be between $60,000-$70,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package. #LI-BG1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
    $60k-70k yearly Auto-Apply 2d ago
  • Membership & Development Assistant

    The Hundred Club of Massachusetts 2.8company rating

    Quincy, MA jobs

    Job Description Membership & Development Assistant About The 100 Club of Massachusetts The 100 Club of Massachusetts is a nonprofit organization committed to supporting the families of fallen active-duty police officers and firefighters across the Commonwealth. Through financial assistance, scholarships, and a strong network of community support, we stand with those who have paid the ultimate sacrifice. Position Overview The Membership & Development Assistant plays a key support role in the day-to-day operations of the organization with a focus on member relations, member and community outreach, event coordination, fundraising/development initiatives, and general administration. Reporting to the Director of Operations (50%) and the Executive Director (50%), this role supports key development and member/donor engagement activities. This is an excellent opportunity for an early-career professional with a passion for mission-driven work, strong organizational skills, a commitment to our first responder community, and a desire to grow in the nonprofit and fundraising fields. Key Responsibilities Administration and Membership Operations (50%) Serve as the initial point of contact for members, donors, and general inquiries via phone, email, and mail, working closely with the Director of Operations to ensure positive member and donor experiences, communications, and follow-up. Process new and renewal memberships, donations, and corporate sponsorships, accurately entering information (including all member/donor communications) into the CRM/database and ensuring timely mailing of acknowledgements and membership materials. Serve as the key database administrator, ensuring all data is coded accurately and running reports as needed. Manage the inventory and fulfillment/distribution process for membership cards, decals, t-shirts, and other member "swag" and manage all member and other mailings. Provide administrative/logistics support for regular outreach to fire and police departments, including "First Responder Fridays" on-site at police/fire stations, the 100Club's Fire/Police "Ambassador" program, the annual statewide Brew Pub Tour and other member/community events. As needed, staff Hundred Club tables at statewide/regional conferences, meetings, golf tournaments, and other events. Assist in planning and staffing events honoring or supporting first responders and their families. Identify potential opportunities for volunteer and intern engagement and recruit/supervise as necessary. Development & Fundraising Support (50%) Support the Executive Director with scheduling donor and other meetings, preparing briefing materials, and managing follow-up scheduling and communications with donors and supporters. Spearhead internal team meeting agendas and follow up on project tasks and timelines with team members. Support the Executive Director in scheduling and managing Development Committee meetings, including drafting agendas and taking minutes. Support execution of annual campaigns, appeals, and donor engagement strategies as well as support for fundraising events including but not limited to the Bruins BFIT Challenge and Falmouth Road Race. Prepare/run regular reports (using both the CRM and excel spreadsheets) to support Executive Director in tracking strategic goals, including membership and donations. Support the development and recruitment of a "Young Professionals Board" and related activities, communications, and events Assist with other administrative fundraising tasks, as needed. Qualifications Bachelor's degree preferred. 1 - 3 years of experience in membership services, event coordination, fundraising and/or administrative support required. Prior experience working with a donor or member management database (e.g. Salesforce, Bloomerang, DonorPerfect) required. Proficiency with Microsoft Suite, particularly Excel and Word required. Experience in a non-profit setting preferred. Excellent written and verbal communication skills. Strong organizational skills and attention to detail. Comfort working independently and as part of a small team. Ability to represent the organization professionally and enthusiastically in public. Massachusetts residency, valid driver's license, and access to reliable transportation for occasional in-state travel is required. Personal commitment to and appreciation for the first responder community is essential. Work Environment & Compensation This is a full-time, 40-hour-per-week, non-exempt position, with some flexibility for remote work. Occasional evening or weekend hours required for events or outreach. Salary Range: $24.00 - $27.00 per hour (when annualized, $50,000-$57,000), commensurate with experience. Benefits: Vacation and sick time, 12 paid holidays, and professional development opportunities. Location: Currently Braintree, MA (accessible only by car; parking provided). The organization may move offices to Boston, MA in 2026. Meaningful work with a mission-driven team supporting Massachusetts heroes and their families. To Apply Please submit a resume and a brief cover letter outlining your interest and relevant experience. The 100 Club of Massachusetts is an Equal Opportunity Employer. The Hundred Club of Massachusetts is an Equal Opportunity Employer, valuing a diverse and inclusive workplace. We encourage candidates of all backgrounds to apply. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law. Job Posted by ApplicantPro
    $50k-57k yearly 4d ago
  • AI Content Creator / Visual Storyteller (Contract)

    Ra Capital Management 4.4company rating

    Boston, MA jobs

    Imagine if you had the skills, knowledge, and teammates to both understand the root of the world's most pressing problems and build the technologies and companies best positioned to solve them. RA Capital has done exactly that for more than two decades, backing bold ideas in medicines to further human health and now expanding into Planetary Health to improve how efficiently we utilize the world's precious resources. RA Capital is among the leading providers of capital and services to the most promising innovators in the world. We invest flexibly-seed to IPO and beyond, anywhere in the world-with $10 B+ under management and a culture that prizes curiosity, rigor, and collaborative debate. We are investors who not only fund companies but get elbow deep in building them. From helping them recruit talent to helping them recruit patients for their studies to helping match them to strategic partners and even going to Washington to win reforms, RA Capital's large team has people with nearly every relevant expertise one might need to turn an idea into a cure that actually helps people. If you live for first-principles problem-solving with great colleagues, thrive on complexity, and want to do meaningful work that ripples across industries and ecosystems, you'll feel at home at RA Capital. Here, questions are welcomed, ideas are tested, and victories are shared. Even our lawyers are creative and engaging. And don't get us started on our compliance team's wicked sense of humor; nothing about what we do is boring. Are you ready to bring your creativity, discipline and collaborative spirit to help us invent the future? Join us and you'll collaborate daily with investors, founders, physicians, biologists, engineers, economists, and reform advocates who think in systems and act with urgency. Join us to invent a happier, healthier, more productive future - and have fun doing it. Role Overview We are seeking a creative, fast-moving, and technically fluent AI Content Creator who can start adding value on day one. You'll help us make complex biotech and health policy narratives resonate through short-form videos, motion graphics, infographics, animations, and visual content tailored for multiple platforms-all while navigating a regulated and fast-evolving environment. Key Responsibilities Develop short-form video and visual content for platforms like LinkedIn, Instagram Reels, YouTube Shorts, and websites. Use generative AI tools (e.g., Runway, InVideo, Capcut, Midjourney, Sora,) to produce engaging animations, videos, and visuals. Build content across formats: explainer videos, testimonials, motion graphics, interactive infographics, and presentations. Translate complex biotech, healthcare, or policy concepts into visually compelling, emotionally resonant stories. Collaborate across marketing, IR, design, and scientific teams to turn ideas into audience-ready deliverables. Tailor narratives to audiences ranging from the general public to biotech execs, investors, and healthcare professionals. Ensure brand consistency and adherence to legal, regulatory, and ethical standards. Track engagement metrics and iterate on content strategies using analytics. Stay current with social media trends, AI tools, and content formats. Required Skills and Experience 3-5+ years creating visual content in a fast-paced, cross-functional environment. Strong portfolio showcasing work in video, animation, AI-generated content, and motion design. Proficiency in Adobe Creative Suite (Premiere, After Effects, Illustrator, Photoshop) and video editing tools like Final Cut Pro, Capcut, or Descript. Demonstrated skill in generative AI content creation and prompt writing. Proven ability to simplify complex technical subjects and data into compelling visual stories. Strong time management, attention to detail, and project juggling ability. Excellent interpersonal skills and collaborative mindset. Bonus/Preferred Skills Experience with 3D animation (e.g., Cinema 4D), Tableau, Flourish, D3.js, Power BI. Front-end web skills (HTML/CSS, JavaScript) for interactive storytelling. Knowledge of healthcare, biotech, or life sciences. Experience with live streaming, podcasting, or on-camera presence. Familiarity with storytelling principles, storyboarding, and UX design. Must be able to work a hybrid schedule in our Boston office and be able to work from home remotely Contract to hire or full-time employment options Compensation RA Capital Management is committed to fair and equitable compensation practices. Pay for this position will be based on experience, skills, qualifications, and current market conditions. In addition to base salary (listed below), employees may be eligible for performance-based bonuses and a comprehensive benefits package that includes health insurance, retirement contributions, and paid time off. Total Rewards We take pride in offering a comprehensive employee benefits program as a key part of overall compensation. Our Total Rewards include: Employer-paid monthly premiums for health, dental, and vision coverage Wellness benefits and programs to support physical and mental well-being Resources and perks that enhance work-life balance and financial security We're dedicated to helping our employees thrive professionally and personally. Massachusetts base pay range $70,000 - $150,000 USD RA Capital is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you require an accommodation during the interview process, please reach out to ***************** for assistance.
    $70k-150k yearly Auto-Apply 60d+ ago
  • Commercial Banker

    Amalgamated Bank of Ny 4.5company rating

    Boston, MA jobs

    Job Description Amalgamated Bank seeks an experienced leader who has a demonstrated track record of working with senior leadership across international unions, district councils and locals. This position will be responsible for developing existing relationships and originating new relationships which result in deposit and lending growth for the union sector and other strategic areas as determined by bank leadership. Success in this position is measured in part against individualized annual deposit and lending growth goals as well as other key performance indicators as determined by leadership. As such, the ideal candidate will come to the position with a deep understanding and knowledge of the union and organized labor sector. Further, this position will be responsible for managing some of the most strategically important relationships within the bank's New England region's portfolio of union clients. This will require providing best-in-class customer service and financial partnership to the sector's clients. The candidate will develop and maintain expertise in customer, industry and market conditions that support the development of long-term trusted partnerships across Amalgamated Bank's impact areas, with a particular focus on unions. This candidate will have knowledge of (or be able to develop expertise in the position with) structuring credit facilities in support of the union sector and other affiliated organizations. The position will be responsible for working with the underwriting teams to structure loans that demonstrate strong credit and risk management guidelines, including leverage, cash flow, portfolio management, loan and key performance indicators. This position will also be required to partner with the portfolio management team in the ongoing compliance of and manage the renewal of loans in the existing portfolio. The candidate will also work with the Trust and Investment teams focused on Taft-Hartley, Union and Public Funds markets to build new customer relationships as well coordinate the expansion of existing relationships. A significant portion of time will be spent in market generating new client opportunities by meeting with prospects, outside calling, attending networking functions and industry events. This position will be accountable for the day-to-day work of the Account Executive team assigned to manage the union sector's daily banking activity. Essential Job Functions: Achieve the deposit and lending annual growth goals. Identify and develop new business relationships with customers. Grow existing customer relationships through cross-sales with other bank teams. A strong working knowledge of the key performance indicators and underlying financials of unions. Work with internal commercial banking support functions to effectively manage existing as well as new client relationships. Maintain a strong understanding of Amalgamated Bank's commercial treasury management suite of product and services. Work closely with critical industry partners including trade/network organizations, consultants, and mission aligned service organizations to assist in driving new business aligned with Amalgamated Bank's strategic objectives. Understand and execute senior management sales objectives nationally as well as within the New England Region. Stay current with national, regional and local industry trends that may impact customer financial needs. Work closely with the lending and credit risk teams within the Bank to develop, structure and assist the underwriting teams with new loans. Work closely with the portfolio management team within the Bank to assure that existing loans are in compliance. Perform other duties as directed. Knowledge, Skills and Experience Requirements: Experience building and maintaining relationships with customers and prospects in Amalgamated Bank's focus areas. Understanding of the unique needs and characteristics of union clients. Proven track record of individual excellence in sales or in similar goals-based environment. Proven organizational skills: able to work independently and be detail oriented. Ability to work with peers and lead teams across the institution on diverse projects and in support of client relationships. Strong credit and financial analysis skills. Bachelor's degree or equivalent experience. Strong verbal, written, inter-personal and public presentation skills. Our job titles may span more than one career level. The starting base salary for this role is between $150,000.00 - $165,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.
    $150k-165k yearly 8d ago
  • Data Center Vendor Manager, Remote

    Nidec Americas Holding 4.1company rating

    Massachusetts jobs

    We begin with dreams. Dreams drive our motivation. Dreams are our future. The world's dreams, people's dreams, our dreams. Our passion creates ideas that make dreams come alive. Technology and products that were only dreams become reality. All for dreams. Dreams challenge and the Nidec-Group will continue to meet the challenge. For the world's and people's tomorrows; the world's first, the world's best technologies and products; we will continue our part in creating a better society. Job Summary The Data Center Manager - AI Datacenter Liquid Cooling, will be responsible for overseeing and managing all aspects of contracted service providers who deliver on-site maintenance, support, and installation services for liquid cooling systems with our customers' AI datacenters. This role ensures the efficient operation, reliability, and optimal performance of critical liquid cooling infrastructure, directly impacting the availability and performance of our AI computing resources. The successful candidate will combine strong technical knowledge of liquid cooling technologies with exceptional vendor management and project coordination skills. Job Description Key Responsibilities: Vendor Management: Identify, evaluate, and select qualified third-party service providers for liquid cooling system maintenance, repair, and installation. Negotiate and manage service level agreements (SLAs), contracts, and statements of work (SOWs) to ensure high-quality service delivery and cost-effectiveness. Monitor and evaluate vendor performance against established KPIs, conducting regular performance reviews and implementing corrective actions as needed. Act as the primary point of contact for all contracted service providers, fostering strong working relationships. Operational Oversight: Coordinate and schedule on-site service activities, including preventative maintenance, emergency repairs, system upgrades, and new installations. Ensure all on-site work adheres to safety protocols, industry best practices, and company standards. Review and approve service reports, ensuring accuracy and completeness of documentation for all work performed. Collaborate with internal datacenter operations teams to minimize disruption during service activities and ensure seamless integration of liquid cooling systems. Technical Expertise & Support: Possess a deep understanding of various liquid cooling technologies, including direct-to-chip, immersion, and rear-door heat exchangers. Provide technical guidance and support to service providers, troubleshooting complex issues and ensuring effective resolution. Stay abreast of emerging liquid cooling technologies and industry trends, recommending improvements and innovative solutions. Participate in the development and refinement of standard operating procedures (SOPs) for liquid cooling system maintenance and operations. Project Management: Manage small to medium-scale projects related to liquid cooling system deployments, upgrades, and retrofits within AI datacenters. Develop project plans, allocate resources, track progress, and ensure projects are completed on time and within budget. Reporting & Compliance: Generate regular reports on service provider performance, liquid cooling system health, and operational metrics. Ensure compliance with all relevant regulations, environmental standards, and company policies. Qualifications: Bachelor's degree in Mechanical Engineering, Electrical Engineering, or a related technical field. 4 years of experience in datacenter operations, facilities management, or a similar role with a focus on critical infrastructure. Proven experience managing third-party service providers and negotiating contracts. Strong technical knowledge of liquid cooling systems, including components, fluids, and control systems. Familiarity with AI datacenter environments and the specific cooling demands of high-performance computing. Excellent communication, interpersonal, and negotiation skills. Strong organizational and project management abilities. Ability to travel to datacenter locations as required. Preferred Qualifications: Master's degree in a relevant field. Certifications in datacenter management (e.g., CDCDP, Uptime Institute ATS). Experience with specific liquid cooling vendor technologies. Knowledge of relevant industry standards (e.g., ASHRAE, TIA). *$130,000- 150,000 Additional Job Details Management - M2 Organizational Impact • Works to achieve operational, functional, and/or business targets within team with direct impact on departmental or job family results • Delivers operational results that have impact on the immediate or short-term results (e.g., less than 1 year) for the department and/or job family group • Plans and establishes goals and objectives for a team typically comprising of intermediate-level professionals and entry level professionals Communication & Influence • Communicates with parties within and occasionally outside of own department or job family, which may include external clients or partners depending upon the job area • Requires ability to influence others outside of own job area on policies, practices and procedures Innovation & Complexity • Responsible for making moderate improvements of processes, systems, or products to enhance performance of the job area • Problems are difficult and moderately complex and typically impact multiple departments or job family • Problems are typically solved through drawing from prior experience and analysis of issues Leadership & Talent Management • Manages a team typically comprising of intermediate-level professionals and entry level professionals • Leads, directs and reviews the work of team members in order to accomplish operational plans and results • Typically has hiring, firing, promotion, and reward authority within own area, in accordance with manager review and approval Knowledge & Experience • Requires practical knowledge in leading and managing the execution of processes, projects and tactics within one job area • Typically has advanced knowledge and skills within a specific technical or professional discipline with understanding of the impact of work on other areas of the organization • Typically has a bachelor's degree or equivalent professional certification and 5 years of prior relevant experience Equal Employment Opportunity and Affirmative Action at Nidec Nidec is an Equal Employment Opportunity (EEO) and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants receive consideration for employment without regard to their age, gender, gender identity, sexual orientation, race, color, genetic information, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by law. For more information regarding your (EEO) rights as an applicant, please visit the following website: **************************************************************** Work Shift Schedule No Soliciting Nidec will not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to Nidec job postings. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers. Pre-approval from the Nidec Talent Acquisition team is required before any external candidate can be submitted and such candidate must be submitted to the Nidec Talent Acquisition team.
    $130k-150k yearly Auto-Apply 28d ago
  • Lead Account Executive - Global Operations (Remote-Eligible)

    Capital One 4.7company rating

    Boston, MA jobs

    The Lead Account Executive provides essential operational support for business partners. This includes project managing partner and product onboarding, as well as training partners on our proprietary tools and systems. The individual in this role will lead operational projects focused on implementing new products, releases, and solutions, while also resolving escalated customer issues. Furthermore, the role is responsible for managing operational relationships with complex and large partners, actively managing risk, and escalating any customer-impacting issues to management within day-to-day responsibilities. **Responsibilities:** + Providing dedicated operational support to various stakeholders, including acquirers, network partners, issuers and processors + Conducting research on complex situations and troubleshooting issues related to end-to-end transaction processing, acceptance complaints and issuer launches + Supporting business development through the onboarding of new franchises, issuers, acquirers, processors, and software vendors, as well as assisting with contract negotiation and due diligence + Managing compliance with operating rules and regulations, coordinating certification and supporting participants through the semi-annual release process + Leading internal projects, ensuring documentation meets auditing requirements, and serving as a Subject Matter Expert (SME) on key authorization and settlement applications, internal systems and tools + Managing strategically important partners and driving continuous improvement by seeking holistic solutions for client-impacting issues + Client Engagement: This is a client-facing role requiring approximately 10% travel **Basic Qualifications:** + High School Diploma, GED or equivalent certification + At least 6 years of payments industry experience within financial services **Preferred Qualifications** + Bachelor's Degree in Business, Finance, Information Technology, Engineering + 8+ years of payments industry experience within financial services + Experience influencing key stakeholders, executive level clients or internal business partners **Capital One is open to hiring a Remote Employee for this opportunity.** **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $106,700 - $121,700 for Lead Account Executive Riverwoods, IL: $106,700 - $121,700 for Lead Account Executive Chicago, IL: $106,700 - $121,700 for Lead Account Executive Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $106.7k-121.7k yearly 2d ago
  • RL Loan Processor

    Webster Five Cents Savi 3.8company rating

    Auburn, MA jobs

    Base Compensation Range: Base salary is one component of total compensation. Employees may also be eligible for an annual bonus and some roles may also be eligible for overtime pay. The above represents the expected base compensation range for this job requisition. Ultimately, in determining pay, we consider various factors including, but not limited to, skills and experience. POSITION SUMMARY: Ensures timely and accurate processing of residential mortgage loans by preparing and verifying documentation and monitoring data flow. Manages a dynamic loan pipeline with efficiency and accuracy, assists in completing the mortgage process, and supports operational excellence through process improvements and exceptional customer service. PRINCIPAL RESPONSIBILITIES: Guides residential mortgage loan applicants through the application process with professionalism and confirms the accuracy and completeness of data received, including employment, income and assets. Focuses on timely processing of loans and commitment issuance while maintaining adherence to the department turn time expectations and communication standards. Prepares and delivers re-disclosures within applicable regulatory timeframes. Orders and tracks third-party documentation including appraisals, credit reports, verifications of employment and deposit, flood certifications, and any other required items. Prepares files for the underwriter, ensuring all conditions are met and all necessary information is readily available for review. Drafts and sends standard loan correspondence and commitment letters under direction of the underwriter. Resolves issues with third-party vendors to ensure timely and compliant loan closings in accordance with internal policies and regulatory requirements. Provides prompt, knowledgeable responses to customer inquiries and offers guidance when needed to assist the processing team in resolving off-track loans. Identifies and recommends process enhancements to improve efficiency, accuracy, and customer satisfaction. Updates loans statuses regularly in required systems to ensure transparency across all relevant business channels. Maintains strict confidentiality of all customers, financial, and bank-related information. Provides the highest level of customer service in a positive and courteous manner to colleagues, clients and the community. NOTE: This position description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned by management. REQUIRED SKILLS: Proven ability to manage a large, dynamic pipeline of mortgage loans. Outstanding communication and customer service skills. Strong analytical skills and attention to detail. Highly proficient in Microsoft Office Suite and mortgage industry software with the ability to learn new applications. Ability to perform multiple tasks and manage workflow in a fast-paced, deadline-driven environment. In-depth knowledge of state and federal lending regulations. WORK ENVIRONMENT AND PHYSICAL DEMANDS: Work is generally performed in an office environment, with frequent interruptions. Ability to stay in a stationary position, operate a computer, move inside the workplace and exchange information This position is eligible for a hybrid work arrangement in accordance with Webster Five's Remote Work Policy. MINIMUM EDUCATION: Associate Degree in Business Administration or equivalent years of experience. MINIMUM PRIOR EXPERIENCE: 2 years of residential mortgage loan processing experience.
    $35k-41k yearly est. Auto-Apply 7d ago
  • Investment Consultant

    City National Bank 4.9company rating

    Boston, MA jobs

    *INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $101.2k-172.4k yearly 60d+ ago
  • Treasury Management Operations Implementation & Support Specialist

    Rockland Trust 4.5company rating

    Lowell, MA jobs

    The Treasury Management Operations Implementation & Support Specialist is responsible for assisting the Treasury Management Sales team in the implementation of Cash Management products and services for both new and existing clients. Train these same clients on the use of these digital services. This position serves as technical and product expert when onboarding Treasury Management customers and is responsible for ensuring services fully meet client expectations. The individual provides ongoing support and acts as liaison between Treasury Management Sales, Branches, CIC and the customer on implementation and service issues when it comes to the Bank's various Cash Management products which include but are not limited to Corporate or Business Online Banking, Mobile Banking, Bill Pay, Wire Transfers, Sweep services, Lockbox, Account Reconciliation, Deposit Escrow product, Check and ACH Positive Pay, Remote Deposit Capture, ACH, Escrow Manager, Certificate of Deposit Account Registry Service (CDARS) & ICS money market programs, Reich and Tang and Federated sweeps. This includes research and resolution of both internal and external requests in a timely fashion to identify root causes of errors and escalating issues as appropriate. RESPONSIBILITIES: Operational and Technical Support * Provides support to Treasury Management Sales and performs the necessary account research to accurately answer internal and external inquiries and requests related to all cash management products and services * Performs account functions for customers, including, but not limited to, Corporate or Business Online Banking, Mobile banking, Bill Pay, Wire Transfers, Sweep services, Lockbox, Account Reconciliation, Check and ACH Positive Pay, Remote Deposit Capture, Deposit Escrow, ACH, and the Escrow Manager, Certificate of Deposit Account Registry Service (CDARS) & ICS money market programs, Reich and Tang and Federated sweeps. * Verifies and validates key customers and related service charges in the Bank's XAA account analysis system including providing ad hoc reports upon request * Review the accuracy of Agreements * Respond to Treasury Management emails and phone inquiries. * Open new Deposit and Savings accounts * Assists the Treasury Management Sales team with the management of the XAA Account Analysis system. * Supports Treasury Management Sales with inquiries and issues related to cash management products and services in addition to identifying sales opportunities to strengthen client relationships * Provides extensive training and assistance to internal and external customers on beneficial features and the utilization of online Cash Management products, services, and online modules * Handles case escalations for the Treasury Management sales team * Independently troubleshoots intermediate technical issues and completes research requests while providing timely resolution or promptly escalates issues as needed * Monitors customers' accounts to ensure customers receive services as requested and accounts comply with cash management implementation procedures and bank policies * Provides demonstrations and/or training for customers as needed on cash management product usage, as well as installation and troubleshooting of hardware/software * Ensures service and fulfillment related requests/inquiries are directed to the appropriate teams and result in a highly satisfied client experience * Communicates resolutions to customers, acts as liaison between customer and the Treasury Management sales team * Recognizes potential fraud situations and provides assistance to mitigate fraud * Attends complex implementation calls as required; escalate potential roadblocks early * Contributes to special projects as requested by Senior Management. * Assist with the testing of system upgrades on Cash Management products. Merchant Source Capture * Assists Treasury Management Advisors with installs and troubleshooting * Performs complex troubleshooting and for Merchant Capture customers * Provides key customer personnel with the set-up and training for merchant source capture technology * Installs and reinstalls related software on customer's computers * If necessary, performs backward reverts Secure Browser * Performs complex troubleshooting and for Corporate and Business Online Banking customers * Provides key customer personnel with the set-up and training. * Installs and reinstalls related software on customer's computers Other * Performs all duties consistent with applicable Federal and State laws and regulations as well as Bank policies * Performs other related duties as assigned * Exceeds customer expectations by following the guidelines outlined in the Customer Experience Program * Assists with Ad hoc projects REQUIREMENTS (Knowledge, Skills, Abilities, and Education and/or Experience): * Comprehensive knowledge of the Bank's products, services, and operations, specifically relating to Cash Management products and services * Comprehensive knowledge of Rockland Trusts deposit products and services * Comprehensive knowledge of applicable policies and procedures including ethics and customer confidentiality and regulations; including Regulation E, Regulation J, Regulation CC, UCC4A and National Automated Clearinghouse Association (NACHA) operating rules * Comprehensive understanding of technical applications * Comprehensive knowledge of banking operations Skills * Read, analyze, and interpret federal and state regulations, general business periodicals, professional journals, operating and maintenance instructions, technical procedures, or business contracts * Write reports, business correspondence, and procedure manuals * Calculate amounts and figures such as fractions, percentages, ratios, and proportions * Define problems, collect data, establish facts, and draw valid conclusions * Strong computer and technical skills * Strong analytical skills to evaluate the interconnectivity and accuracy of data. * Working knowledge Microsoft Word, Excel, PowerPoint and Outlook. SharePoint. * The incumbent must be dependable, highly organized, possess effective communication skills and the ability to work independently. * Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. * Ability to establish and maintain effective working relationships * Updates job knowledge by participating in educational opportunities * May be required to lift and/or move up to 20 pounds * Ability to solve practical problems without assistance Abilities * High attention to precision, detail, and confidentiality * Ability to work in a dynamic, high monetary risk operations governed by established deadlines and regulatory requirements * Ability to work remotely and have secure access to Wi-Fi * Effectively communicate with team members and customers, present detailed information, and respond to questions from groups of managers, team members, or clients * Collaborate, build relationships, influence key stakeholders and decision makers, and manage conflict * Think independently, solve problems, exercise sound judgment, and identify alternative procedures, or recommend efficiencies to correct or strengthen the internal control structure * Ability to multi-task and pay attention to detail while operating with accuracy in a fast paced, deadline-oriented environment * Ability to interpret instructions in written, oral, diagram, or schedule form * Provide excellent customer service; interact with others in a friendly, professional manner * Ability to work independently, performing tasks without supervision Education and/or Experience * Bachelor's degree (B.A.) from a four-year college or university; and four or more years of related banking experience and/or training; or equivalent combination of education and experience * Cash Management or Treasury Management and Customer Service experience preferred * Certified Treasury Professional or NACHA designations, Project Management experience, Compliance and/or Risk Management experience a plus. At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $32k-39k yearly est. 9d ago
  • Director of Private Funds Support

    Canadian Imperial Bank of Commerce 3.8company rating

    Boston, MA jobs

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing The Director of Private Funds works closely with the investment team, private fund administration team, operations and our external custodian partners to become the subject matter expert on the administrative processes for alternative investments. This role is responsible for development and maintenance of Alternative Investment administrative process training as well as to support the client service teams to effectively service their clients. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed * Work closely with investment team, operations and private funds team to understand the processes and requirements for alternative investment products. * Subject matter expert for private placement memorandum procedure (suitability & distribution), subscription documents (procedure for submission, completion and supporting documentation requirement), and post-trade support (capital call processing, asset booking and pricing) * Develop and maintain educational and training materials for all products. Host regular training sessions and is an available resource for the relationship management teams to provide on-going support. * Continuously engage external custodian partners to understand paperwork and processing requirements for new alternative investments, additional purchase and transfer requests. * Research, follow-up and assist with the resolution of inquiries and problems through effective interaction with custodial partners, relationship management teams, and private fund & operations departments in a timely and professional manner. * Participates in ongoing process improvements based on specialized skills, knowledge, and experience. * Participate in other duties as requested. Who you are * Bachelor's degree with 4 - 6 years of previous professional experience in finance, fund administration, alternative asset trading platforms, or investor relations preferred. * 3 - 5 years of financial industry. Client servicing experience preferred. * Knowledge of trusts and various investment account registration types. * High level of comfort communicating directly with relationship management teams. * Understanding of or aptitude & ability to learn about alternative investments and the impact on processing and the client experience. * Experience completing private placement subscription documents and KYC/AML procedures preferred. * A genuine desire and capability to work in a professional and inclusive environment which requires teamwork, exceptional problem-solving skills, frequent re-prioritization , ongoing and comprehensive communication, constant attention to detail, and a commitment to continuous improvement and best practices. * Strong organizational skills necessary to manage working with multiple relationship management teams at once. * Ability to work independently and be self-motivated, but also able to collaborate with other departments and client service teams as needed. * Follow-up skills essential. * Excellent written and oral communication skills. * Ability to multi-task and manage priorities effectively with minimal direction. * Capacity to adapt to a rapidly changing business and technology environment. * Ability to learn proprietary software and databases. * Highly proficient user of Word, PowerPoint, Outlook, Adobe Acrobat and Excel. At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $105,000 - $120,000K for the Boston, MA market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. This position does not offer visa sponsorship #LI-TA California residents - your privacy rights regarding your actual or prospective employment What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. * We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. * Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. * We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. * Subject to plan and program terms and conditions What you need to know * CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ********************************** * You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. * We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location 100 Federal Street, 37th Floor Employment Type Regular Weekly Hours 40 Skills Client Service, Communication, Customer Experience (CX), Problem Solving, Professional Etiquette, Teamwork
    $94k-165k yearly est. Auto-Apply 8d ago
  • Accountant - Controllership with Focus on Process Improvement - Hybrid - Dallas, Miami or Boston

    Banco Santander Brazil 4.4company rating

    Boston, MA jobs

    Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: Are you a highly motivated accountant with a passion for efficiency and innovation? Santander is looking for a talented individual to join our team who can not only handle additional accounting responsibilities but also drive significant improvements in our financial process. As the Accountant, Process Improvement Focused - (Associate, Controllership), you'll leverage your strong accounting knowledge to analyze existing workflows, identify bottlenecks, and implement solutions that reduce manual effort and enhance accuracy. You'll be instrumental in transforming how we operate making a real impact on our productivity and data quality. You'll manage and monitor large project or accounting processses within the accounting function. The incumbent provides subject matter expertise to leaders and business lines by providing guidance, interpretation, and communicating impact to business lines/accounting team. This position is a hybrid position working in one of our corporate offices - Boston, MA, Dallas, TX or Miami, FL. Where the Ideal Candidate Will Have: * Years of progressive accounting experience demonstrating a solid understanding of GAAP and financial regulatory reporting * Proven track record in process improvement initiatives with a finance or accounting department * Expert level proficiency in Microsoft Excel (e.g., advanced formulas, pivot tables, macros) for data analysis and modeling * Strong PowerPoint skills to effectively present findings and recommendations to stakeholders * A keen interest in an understanding of AI and automation tools with a desire to apply them to reduce manual steps and streamline processes * Excellent analytical problem solving and communication skills ability to work independently and collaboratively in a fast-paced environment * Manages and monitors any large project or process implementation within the accounting function. * Shares accounting expertise with leaders and business lines by providing guidance, interpretation, and communication of policy and/or procedural changes and impact. * Directs and guides accounting teams by reviewing financial information, reporting, and disclosures. * Ensures compliance and regulatory standards are met within the department. * Researches and analyzes new products, systems, and/or best practices within the accounting function; proposes findings to Accounting Director. * Monitors and analyzes department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy. * Monitors and communicates accounting developments to the organization's operations, financials, and regulatory reporting to management. * Collaborates cross-functionally with all lines of businesses to facilitate and lead timely implementation and standardization of any new accounting requirements made to the existing accounting policies and procedures. * Collaborates with other finance department managers to support overall department goals and objectives. * Advises senior management on the best practices needed to meet defined goals and objectives. * Manages projects and initiatives as requested by senior management. * Establishes and maintains collaborative relationships with internal and external stakeholders. * Improves existing processes and practices within the Accounting department. * Represents the organization as a primary resource and subject matter expert for specific accounting projects, initiatives, and updates. * Coaches, reviews, and delegates work to junior professionals as needed. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree: Accounting or equivalent field. - Required. Master's Degree: Accounting, Finance, Business Administration, or equivalent field. - Preferred. 5+ Years Experience: Accounting, Finance, Business Administration or similar field within the Banking or Financial Services Industry - Required. * Ability to lead, influence and direct peers, subordinates and management. * Ability to make effective decision making on complex matters. * Ability to convey a sense or urgency and drive. * Ability to multi-task and meet strict deadlines. * Ability to handle conflict resolution with other groups (e.g. business units) outside of Corporate Accounting to ensure appropriate accounting guidance is followed. * Ability to adjust to new developments/changing circumstances. * Ability to interact with senior level management; experience interfacing with multiple levels of the organizational structure. * Ability to maintain and report on confidential information in an appropriate manner. * Strong interpersonal, supervisory, and customer service skills required. * Strong attention to details and can analyze information quickly. * Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding. * Excellent written and oral communication skills. * Excellent analytical, organizational and project management skills. * Results oriented; ability to work efficiently and meet strict reporting deadlines. Certifications: * CPA (Certified Public Accountant) - Plus It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $69,375.00 USD Maximum: $120,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
    $40k-51k yearly est. Auto-Apply 1d ago
  • Remote Retirement Plan Compliance Analyst

    Ascensus 4.3company rating

    Boston, MA jobs

    FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Compliance position that has an advanced understanding of all plan types and facilitates more complex interactions with the Plan Consultants. * We have several openings for this role.* Section 2: Job Functions, Essential Duties and Responsibilities * Ability to successfully complete and support the work outlined for the Compliance Associate roles * Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials to ensure accuracy and compliance with regulations. * Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information * Supports DOL, IRS, and Large plan audits * Supports the Plan Consultants in resolving operational and compliance issues related to qualified plans * Is responsible for plan administration, compliance and testing for identified blocks of business * Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines * Prepares annual valuation and compliance reports for Clients * Provides detailed consultations with Plan Consultant in drafting plan documents, plan amendments, and other legal documents * Supports and completes assigned quality assurance reviews * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree preferred * 3 to 8+ years of hands-on Retirement plan testing experience will be considered * Experience doing Employer Calculations * Must have experience with 5500's and other relevant documents * Experience with cash basis and/or trust accounting * Strong Word, Excel, and Outlook skills * Strong written and oral communication skills * Strong analytical and problem-solving skills * Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters * Associate holds Retirement Plan Fundamentals certification upon meeting eligibility requirements * QKA designation preferred but not required * Involvement or work towards associates QPA designation preferred * Prior experience with plan administration software, i.e. FT Williams or ASC preferred. The national average salary is $65,000 - $95,000, exclusive of any bonuses and benefits. This salary range represents the low and high end for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
    $65k-95k yearly 42d ago
  • Credit Manager

    Ledyard National Bank

    Lebanon, NH jobs

    Lead Credit Operations at a Growing, Award-Winning Bank! We're expanding-and looking for a dynamic leader to oversee credit underwriting, loan administration, and documentation. This role reports directly to the Chief Credit Officer and focuses on team development, pipeline management, and process improvement. What You Bring: 10+ years in commercial credit management Expertise in underwriting complex commercial loan requests A proven ability to train and develop credit staff Strong leadership and mentoring skills Familiarity with COCC/Insight, LoanVantage, SBA lending a plus Work Your Way: Choose onsite in West Lebanon, NH, hybrid, or fully remote
    $59k-103k yearly est. Auto-Apply 60d+ ago
  • Senior Commercial Credit Analyst

    Ledyard National Bank

    Lebanon, NH jobs

    Join Ledyard Bank as a Sr. Commercial Credit Analyst! Are you ready to lead complex financial analysis and shape strategic decisions? Ledyard Bank is seeking a Sr. Commercial Credit Analyst to join our Commercial Lending team. In this role, you'll dive deep into credit assessments, collaborate with talented lenders, and present your insights to senior stakeholders. You'll independently solve multifaceted financial challenges, guide risk evaluations, and help drive our business forward. What You'll Do: Analyze financial statements and creditworthiness for new and existing commercial loans Develop and present reports to loan committees Make recommendations on credit extensions and loan grades Mentor junior analysts and support special projects Ensure compliance with bank policies and regulatory requirements What You Bring: Bachelor's degree in Finance or Accounting (or equivalent experience) 3-5 years as a Credit Analyst in a financial institution Expert-level financial reasoning and Microsoft Office proficiency A passion for strategic problem-solving and client-focused analysis Why Ledyard? Work in a collaborative, professional environment where your expertise shapes the future of commercial lending. Full-time, Monday-Friday, with opportunities to grow and make an impact in your community. Location: Onsite in West Lebanon, NH, Hybrid or fully remote.
    $59k-83k yearly est. Auto-Apply 60d+ ago
  • Early Stage Collections Specialist, I (HYBRID - 8am- 5pm shift)

    Carrington Mortgage 4.5company rating

    Westfield, MA jobs

    Come join our amazing team and work a hybrid schedule! The normal work hours will be Monday through Friday from 8am to 5pm. ****Qualified applicants MUST be fluent in Spanish & English. The Early Stage Collections Specialist will be responsible for counseling borrowers on methods for bringing their loan current and/or exploring alternative solutions. Contact borrowers in the early stages (1-59 days) of the delinquency cycle and negotiate payment arrangement to bring borrowers current. In the event a borrower is unable to bring the account current, representatives thoroughly review the borrower's current financial situation and offer additional options depending on the circumstance. They also provide support to inbound Customer Service on high inbound volume days. Individual must perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. This role generally performs work of low to moderate complexity. Incumbents are able to perform collections and customer service activities and may still be learning the more complex mortgage concepts and call types. The target pay range for this position is $21.50 per hour plus monthly incentive bonus. An additional $1.50/hr can be added for the Spanish bilingual skill set. What you'll do:. Evaluates and helps determine the borrower's ability to pay, and collects appropriate financial information in a courteous and professional manner, striving for first-call resolution and in compliance with all applicable regulations. Counsels borrowers on their options through education of alternative solutions. Contacts borrowers, utilizing an automated dialing system (Aspect Dialer) for both inbound and outbound calls. Provide alternatives to borrowers who demonstrate the ability and or inability to pay, by educating them on repayment plans, loan modifications, short sales, Deed in Lieu of Foreclosure, and/or possible refinancing. Negotiate reasonable payment arrangements with borrowers, initiate and explain required documents to complete a borrower “Request for Mortgage Assistance” package in compliance with department policies and procedures. May function as the single point of contact for a borrower. May need to escalate borrowers to a licensed Loss Mitigation associate for specific workout details. Provide status on payments and payoff inquiries; verify payment history and new servicer contact information; process payments. Assist with loan servicing website payments, denied access, password resets. Respond to escrow, loss draft and closing document inquiries. Provide status on a wide variety of servicing functions including payment/credit disputes, escrow refunds/shortage, loss draft, short sale, Deed in Lieu of Foreclosure, modification/refinance requests, repayment plans, and additional mortgages activities. What you'll need: High school diploma or equivalent work experience Less than one (1) year collections experience in a customer service/call center environment and /or loan servicing experience Experience in the Banking, Mortgage/Loan Servicing industries preferred. Our Company: Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: *************************** What We Offer: Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. Customized training programs to help you advance your career. Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. Educational Reimbursement. Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org. Notice to all applicants: Carrington does not do interviews or make offers via text or chat. #L1-BS1
    $21.5 hourly Auto-Apply 60d+ ago

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