Loan Servicing Collateral Tracking & Escrow Specialist (onsite)
Newtown, CT jobs
Newtown Savings Bank is seeking an organized, team player to fill the role of a Loan Servicing Collateral Tracking & Escrow Specialist position. This position is responsible for collateral tracking, including the payment of real estate taxes and any type of escrowed expense. Assist in the completion of the annual escrow analysis process. Ensure work is processed to meet department standards and all regulatory requirements. Recommend updates and challenge department procedures. This is an onsite opportunity at our corporate office in Newtown, CT. This role has a remote option of one day per week.
PRIMARY RESPONSIBILITIES
Assist in processing escrow disbursements such as taxes, hazard insurance, flood insurance, private mortgage insurance, lender placed insurance, credit life and disability, and remit in a timely manner.
Assist in the annual escrow analysis process ensuring state and federal regulatory requirements are met. Order annual escrow statements; analyze overages and shortages and/or deficiencies for all escrow accounts.
Responsible for the review of all loans in a designated flood zone, as well as loans remapped into a flood zone. Assist with maintaining sufficient insurance coverage throughout the life of the loan meeting current regulatory guidelines. Assist with customer and departmental questions relating to flood insurance guidelines.
Assist with monitoring Private Mortgage Insurance (PMI) cancellations and consumer requests for cancellation. Prepare letters and new escrow analysis as required by regulation.
Review various COCC Insight reports and be responsible as the second review approval sign-off.
Responsible for monitoring Master insurance policies for all Condominium and Planned Unit Developments to ensure the current insurance policy is on file. Assist with contacting condo association/property manager for insurance when necessary.
Monitor commercial insurance tracking and provide assistance to the Commercial Closing area in obtaining updated insurance which may include commercial insurance, key man-life insurance, insurance covering all business assets, and SBA loans. Responsible for contacting insurance agents and commercial loan officers and/or customers to obtain current insurance.
Check all residential insurance policies scanned to Identifi for final review.
Responsible for setup and/or monitoring for Hazard, Flood and Lender Placed activations, cancellations and terminations.
Monitor and set up new tax escrow starts for loans/ mortgages as required.
Respond to customer inquiries via the group phone extension and email box providing prompt and courteous service.
Assist staff in resolution of sensitive customer issues and professionally problem-solve for customers who are dissatisfied.
Responsible for reviewing collateral tracking for secured vehicle titles. Ensure regulatory requirements are met.
Challenge, develop and maintain updates to written procedures.
POSITION REQUIREMENTS
High School diploma required and 1-2 years banking experience with basic accounting coursework and/or 1 year work experience in a loan related position.
Basic understanding of Loan Servicing functions such as an understanding of the core loan system or have experience in other loan systems.
Attention to detail, strong customers service skills, and strong communication skills.
Solid understanding of Microsoft Excel and Word applications.
Work independently and in a team environment; must be well organized and dependable.
Maintain the utmost confidentiality on all bank matters.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above 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.
Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Full time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short and long term disability programs.
Newtown Savings Bank is an equal opportunity employer and complies with affirmative action programs for qualified veterans and individuals with disabilities. Newtown Savings Bank shall not discriminate against any employee or applicant for employment based on race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status.
Auto-ApplyNetwork Administrator (onsite)
Newtown, CT jobs
Newtown Savings Bank is seeking an experienced Information Technology professional for the role of Network Administrator. The Network Administrator is responsible for the installation, configuration, maintenance, documentation, support, patching, and optimization of corporate network equipment, associated software, and communication links. This role involves troubleshooting network performance issues, analyzing network traffic, and providing capacity planning solutions to the IT Manager. The administrator ensures the stability and integrity of applications, voice, data, and video by working with the IT Manager on planning, designing, development, and implementation of local area networks (LAN) and wide area networks (WAN) across the organization. They maintain data files and monitor system configuration to ensure data integrity. Additional duties include performing other tasks as assigned and working with immediate supervision on more complex assignments.
The administrator is responsible for meeting deadlines and troubleshooting advanced hardware, software, and network issues. They maintain accurate information within tracking systems regarding end-user issues. As a team leader, they develop and foster a cooperative attitude among the IT Operations team members concerning user needs, including working with the IT Helpdesk Supervisor to ensure support tickets escalated to direct reports meet established SLAs. Under the general direction of the IT Manager, the administrator supervises the Senior Business Analyst, IT Security Specialist, Senior System Support Analyst, and System Support Analyst.
This is an onsite opportunity at our Corporate office in Newtown, CT. The role has a remote option of one day per week.
PRIMARY RESPONSIBILITIES
Top Tier Help Desk Escalation Support: Works with the team to provide technical support to users by analyzing and resolving problems encountered with all aspects of IT-related components. Diagnoses problems and issues that were not previously resolved by the Senior System Support Analyst and IT Security Specialist, applying sound technical judgment with a customer service attitude.
Remote Incident Resolution: Resolves technical incidents remotely whenever possible, offsite if necessary, and escalates issues requiring higher expertise to ensure support SLAs are met.
Remote Incident Resolution: Resolves technical incidents remotely whenever possible, offsite if necessary, and escalates issues requiring higher expertise to ensure support SLAs are met.
Policy and Procedure Compliance: Ensure compliance with required policies and procedures, including change control, maintenance of problem logs, and troubleshooting ticket databases, adhering to all current regulatory/compliance guidelines.
After-Hours Activity: Frequently requires activity outside of normal business hours, including special/scheduled projects, on-call duties, and emergency maintenance.
Project Management: Coordinate, manage, and document self-owned projects with guidance from IT Manager.
Documentation and Process Improvement: Responsible for documentation, procedures, and process improvement of all primary functions.
Cross Training and Support: Provides cross-training and support on other functions within the department as required.
Team Leadership: Works with the IT Manager to coach, motivate, and develop direct reports in accordance with SMART goal objectives and career development. Collaborates with the manager to prepare and conduct performance evaluations for all direct reports. With support from the IT Manager, creates development plans for those that fall below the minimum operational objectives. Recommends and/or takes necessary actions to address employee performance issues as required.
Vulnerability Scanning: Oversees and provides top-tier support for quarterly internal network vulnerability scans, remediation, and reporting. Also oversees and supports annual third-party network vulnerability scans and penetration testing processes.
Network Equipment Support: Performs top-tier support, troubleshooting, and installation of network equipment, virtual infrastructure, and storage area networks, including associated hardware, software, and firmware.
Network and Security Monitoring: Implements, maintains, monitors, and utilizes the bank's network and security monitoring solutions to ensure compliance with network performance expectations and service level agreements (SLAs).
Server/Network Health Reporting: Ensures that all escalated findings from daily and monthly server/network health reporting are resolved accurately and timely.
Patch Management and Vulnerability Reporting: Works collaboratively with direct reports to submit quarterly reports on patch management, vulnerability scanning, and penetration testing results, including remediation efforts. Ensures that all activities are completed promptly and accurately.
After-Hours Support: Acts as the primary contact for after-hours support calls from network/security support vendors. Keeps the IT Manager informed during after-hours incidents.
Escalation Management: Escalates any major hardware, software, or server-related problems to the IT Manager as necessary to meet existing SLAs.
Microsoft 365 Solutions Support: Provides top-tier support for Microsoft 365 solutions, including but not limited to SharePoint, Teams, Office, Exchange, Intune, and Entra ID.
Enterprise Content Management: Provides guidance and support to the Senior Business Analyst on all Enterprise Content Management System (ECM) and Microsoft SharePoint responsibilities.
POSITION REQUIREMENTS
Technical
Bachelor's Degree or its equivalent in Computer Science with a minimum of 7 to 10 years' experience with computers, Servers, and Networks.
Advanced experience installing, supporting, and troubleshooting Windows 10/11, Windows Server 2016/2019/2022, and Microsoft Office O365 Pro Plus.
Advanced knowledge, use, and understanding of Server Virtualization, Storage Area Networks, Microsoft Active Directory, and client/server delivered applications.
Advanced understanding of TCP/IP protocol in a LAN/WAN environment, including DHCP \ DNS configuration and troubleshooting.
Strong understanding of Microsoft 365 and Entra ID Cloud solutions administration.
Advance knowledge of deployment and maintaining applications within a Citrix VDA environment.
Advanced operational expertise in Microsoft SharePoint Application functions and services and basic developer capabilities using SharePoint technologies.
Advanced knowledge, use, and understanding of VOIP Phone Systems and applications.
Strong understanding of Basic Cisco Network Switch configurations, software updates, and deployments.
Must be able to adapt quickly to be able to diagnose potential issues as well as to provide failure fallback measures as required when implementing changes.
Must have technical knowledge of patch management and a thorough understanding of applications and components being updated.
A+ and MCSE/MCITP Certification or equivalent hands-on experience.
Experience in a banking/financial environment is desirable but not required.
Other
Must possess outstanding customer service skills and a genuine eagerness to assist users.
Must have strong troubleshooting skills and a desire to learn.
Must have strong multi-tasking skills in a fast passed environment.
Must have strong organizational and time management skills.
Excellent written and verbal communication skills.
Valid driver's license and reliable transportation.
Ability to lift and/or carry up to 50 pounds.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above 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.
Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Full time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short- and long-term disability programs.
Newtown Savings Bank is an equal opportunity employer and complies with affirmative action programs for qualified veterans and individuals with disabilities. Newtown Savings Bank shall not discriminate against any employee or applicant for employment based on race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status.
Auto-ApplyBusiness Insurance Agent - Mid-level (BATON ROUGE)
Baton Rouge, LA jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Business Insurance Agent - Mid-level, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-members unique risk profile.
You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for members business.
On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers.
USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time).
This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position.
What you'll do:
Utilizes a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings.
Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions.
Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation.
Classifies members and/or non-members business and provide accurate risk management and risk mitigation solutions while leveraging knowledge of B2B sales cycles for success.
Facilitates account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk.
Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues.
Utilizes advanced knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings.
Leverages advanced knowledge of Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination).
Leverages advanced understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values.
Provides select account service for members and nonmembers including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems.
Facilitates initial acquisition of Affluent members, nonmembers, and business owners by gaining an understanding of the members and nonmembers risk profile by providing a concierge, white glove, single point of contact service level for members and nonmembers with complex accounts and unique needs.
May work with underwriters on complex accounts across management lines and Excess and Surplus for renewals, endorsements, and remarketing.
Facilitates multi-tiered account reviews, by leveraging the carrier renewal cycle, and understanding the members and nonmembers risk profile to provide consultative advice and appropriately address and mitigate the risk.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma OR General Equivalency Diploma.
2 years of insurance sales and service experience to include 1 year of experience working in a High Value insurance agency, Commercial Insurance agency or broker setting.
Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
High Net Worth/Private Client Experience and ability to handle sensitive information.
Excellent communication and customer service skills.
What sets you apart:
4 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing)
4 or more years working experience quoting and binding directly with the insured.
Experience with Agency Management Systems and/or Salesforce.
Experience working in a Commercial Lines multiple carrier environment.
Experience writing Commercial Lines in multiple states.
Experience working in a call center environment.
Active P&C General Lines License for home state.
Compensation range: The salary range for this position is: $54,550.00 - $97,750.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage.
USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Land Development Manager
Wilmington, NC jobs
The Land Development Manager will be part of the Georgia, South Carolina, North Carolina regional team and report to the Vice President, Real Estate Operations assisting with Wilmington and surrounding market land development projects. The job includes Owner's representative type duties overseeing sitework and amenity construction, working with professional consultants and land development contractors, as well as communicating daily with cross functional Freehold teams. Emphasis will be placed on quality control, safety and ensuring schedules are followed and jobs are staying within allotted budgets. This role requires technical expertise, project leadership, and the ability to manage multiple projects. This is a full time, exempt role working in a Freehold office in market and traveling to development project sites weekly and regional offices as needed.
Position Responsibilities:
Oversee and manage all aspects of the field operations related to land development including erosion control, grading, wet utilities, dry utilities, paving, sidewalks, landscaping, hardscaping, amenities, monitor field testing activity, post construction as-builts, certifications and compliance letters.
Lead and manage Wilmington, NC development projects, from concept to completion and other projects as Freehold expands in surrounding markets. Oversee projects from permit approvals through construction, including final bond release and community turnover.
Responsible for the successful and timely delivery of new projects through use of construction schedules, contract documents, land development budgets, environmental studies, geotechnical reports, engineering and architectural construction plans and permit compliance reports.
Establish relationships with public officials and governmental agencies, obtain entitlements and permits.
Coordinate and provide oversight of engineers, architects, and other third-party consultants to ensure success.
Coordinate the workflow and activities of project specific land development field operations (lot and amenity construction), including inspections.
Assist in the creation of development budgets during the entitlement process and value-engineer specific aspects of the project design.
Oversee projects from permit approvals through construction, recording plat, final certification and community turnover.
Coordinate and provide oversight of general contractors, surveyors and material testing personnel for all site work, grading, infrastructure installation, and final lot grading.
Perform preliminary cut and fill analysis and quantity takeoffs.
Management of construction contracts.
Prepare and review engineering reports, plans, and specifications.
Project planning, scheduling, budgeting, quantity takeoffs and cost analysis.
Coordinate and schedule power, gas, telephone, cable companies land development activities. Negotiate utility extension agreements.
Prepare bid packages and solicit bids for infrastructure and amenity construction.
Review project drawings for omissions/errors, functionality, efficiency, cost, and ensure accuracy of as-built drawings.
Ensure all project sites are in compliance with regulatory agencies.
Obtain project permits and final approvals from local jurisdictions. Resolve issues with agencies having jurisdiction over project and region.
Assist in the timely reduction and/or termination of project infrastructure bonds and/or letters of credit.
Manage SWPPP activities and compliance.
Coordinate and execute the completion of project punch lists.
Ensure all turnover checklist items are complete and lots are ready to be turned over to home builders.
Update and maintain construction schedules using MS Project.
HOA management including but not limited to quarterly meetings, budget analysis and improvements to the common open space.
And other duties as assigned.
Essential Skills & Experience:
Bachelor's degree preferably in civil engineering, building construction, construction management or equivalent experience.
Minimum of 2-3 years managing and completing land development projects for communities of 500-1400 units with amenities.
Experience in engineering, sitework construction, or homebuilder land development.
Strong knowledge of site design, grading, drainage, stormwater, and utility design.
Experience navigating permitting process with municipalities, counties, and agencies.
Organized and detail oriented. Able to successfully multitask.
Must have strong Excel skills and proficiency in MS Project, Word and Outlook.
Ability to effectively draft presentations, articles, routine reports, proposals, and correspondence.
Excellent project management, communication (written and verbal), and leadership skills.
Demonstrated success in managing multiple tasks on time and meeting or exceeding quality standards, in fast-paced environments.
Valid driver license and automobile required for site visits and attending meetings at various locations.
Travel as necessary to events, meetings, partner and builder businesses, local and state government offices or to attend corporate or other meetings.
Physical & Office/Site Presence Requirements:
Regular, in-person attendance at communities, construction and job sites and other offices, including Freehold regional office, during regular work hours is an essential function of this job.
May be required to attend meetings in construction trailer at development sites.
Requires the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
This position will initially work remotely, with travel to project sites and other work-related locations. Freehold plans to open an office in the Wilmington area, the role will then work out of the Freehold office and at projects sites.
General Overview of Compensation & Benefits:
Freehold Capital Management offers competitive compensation that includes base salary, bonus and a comprehensive benefits package. Additional details about the hiring process, compensation and benefits will be provided by Human Resources during the hiring process.
Freehold Capital Management is an equal opportunity employer. All qualified applications will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy-related conditions, or any other characteristic protected by law.
We are committed to providing an inclusive and accessible recruiting experience for candidates with disabilities. To request an accommodation, please email ******************.
All offers of employment are contingent upon successful completion of a background screening process. Freehold uses E-Verify to confirm the identity and employment eligibility of all new hires.
Programmer/ Service Now Developer-Remote
Nashville, TN jobs
Please Contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Siddhant Singh at email address ***************************** can be reached on # ************.
We have Contract role Programmer/ Service Now Developer-Remote for our client at Nashville TN. Please let me know if you or any of your friends would be interested in this position.
Position Details:
Programmer/ Service Now Developer-Remote- Nashville, TN
Location : Nashville , TN - Remote
Project Duration : 12+ months of contract
Pay range : $50- $55 an hour on W2
Job Description::
We are looking for a Service Now Developer with strong expertise in Customer Service Management (CSM) and/or Public Sector Digital Services (PSDS).
This role will focus on designing, configuring and delivering solutions that improve citizen services, streamline case management, and support digital transformation initiatives in the public sector.
Key Responsibilities:
Solution Design & Development
Configure and customize Service Now CSM and PSDS applications to meet public sector requirements.
Develop workflows, case lifecycles, business rules, and integrations with external government systems.
Build portals and self-service experiences tailored for citizens and government staff.
Implementation & Delivery
Collaborate with stakeholders to gather requirements and translate them into technical solutions.
Implement proactive service delivery features to improve citizen engagement and transparency.
Ensure scalability, maintainability, and compliance with government standards.
Integration & Support
Integrate Service Now with legacy systems, CRM, ERP, and external data sources.
Provide ongoing support, troubleshooting, and enhancements for CSM and PSDS modules.
Maintain documentation of configurations, customizations, and processes.
Governance & Best Practices
Adhere to Service Now development standards and coding best practices.
Ensure compliance with public sector security, accessibility, and data privacy regulations.
Participate in code reviews and contribute to continuous improvement initiatives.
Skills & Qualifications:
Hands-on experience with Service Now CSM and/or PSDS modules.
Strong knowledge of Service Now architecture, modules, and integrations (REST, SOAP, etc.).
Proficiency in JavaScript, Glide API, Flow Designer, and Integration Hub.
Experience with platform security, including user access management and compliance.
Experience with Service Portal development and UI/UX customization.
3+ years of Service Now development experience.
Experience integrating Service Now with third-party applications (REST/SOAP APIs).
Service Now platform upgrades and health scans are a plus.
Preferred Qualifications:
Service Now Certified System Administrator (CSA).
Experience in Agile/Scrum environments.
Knowledge of public sector service delivery models and citizen engagement strategies.
To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Siddhant Singh at email address ***************************** can be reached on # ************.
Mortgage Market Expansion Manager-Florida Panhandle
Destin, FL jobs
Job Title: Mortgage Market Expansion Manager
Motto Mortgage, a major national mortgage brokerage with over 200 offices nationwide, is launching a strategic expansion in the Florida Panhandle. We are searching for an exceptional Mortgage Loan Officer to help drive this growth and become a key member of our local leadership team.
This opportunity is designed for an individual who combines strong production capability with the leadership presence needed to build and guide a local team. At Motto Mortgage Resolutions, this role is key in establishing a high-performing branch-driving production, strengthening partnerships and influencing long-term strategic direction. If you are motivated by growth, leadership, and the ability to shape a local market with the support of a national brand, this position offers an exceptional opportunity.
Primary Responsibilities
Lead the growth and development of the Panhandle market for Motto Mortgage Resolutions
.
Recruit, train and mentor additional loan officers as the branch scales.
Originate and close residential mortgage loans with attention to service and compliance.
Strengthen relationships with Realtors and local partners.
Ideal Qualifications
· Active NMLS license with a minimum of 3 years as a producing mortgage loan officer.
· Consistent production of 2+ closed loans per month.
· Established Realtor referral network and active membership in at least one local Realtor association.
· Entrepreneurial leader who excels in a growth-driven environment, stays disciplined and committed, and is energized by building high-impact results.
· Strong command of technology and digital tools to drive business and brand presence.
· Excellent communication, organizational and relationship-building abilities.
· Demonstrate drive to build, coach, and lead a high-performing team, with the confidence to establish standards, guide developing talent, and foster a collaborative, growth-focused culture.
What we offer
· National brand strength with proven systems.
· Local autonomy paired with comprehensive corporate resources.
· Lucrative compensation with performance bonuses and incentives tied to branch growth, recognizing your direct impact on team and business success.
· Streamlined technology for CRM/client management, marketing and workflow.
· Ongoing professional development through Internal and external training.
· Wholesale pricing and broad program access.
· Personalized marketing materials and individual loan officer website.
· Product availability across Fannie, Freddie, FHA, VA, Reverse, HELOCs, Jumbo, and Niche/Non-QM programs.
· Flexible, remote work environment designed for productivity and balance.
About the Company
Motto Mortgage Resolutions is an independently owned and operated office of Motto Franchising, LLC. Franchise owners and their loan originators receive extensive support including ongoing education, an ecosystem of technology tools designed to streamline and simplify the loan process, guidance on compliance, recruiting assistance to help grow their businesses, and support in navigating the nuances of the mortgage industry.
The Motto Mortgage network is breaking the mold by giving the power of choice back to consumers with less jargon, more transparency, and even more options to choose from as they shop for the right home loan. With more than 225 offices open across over 40 states, Motto Franchising, LLC's unique national franchise mortgage brokerage model is the first of its kind in the United States. Created to disrupt the mortgage industry, the Motto Mortgage network connects loan originators and real estate agents to provide a seamless, personalized experience and one-stop shopping for consumers. Each Motto Mortgage office is independently owned, operated, and licensed.
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Remote Equity Trader Position
Los Angeles, CA jobs
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyFraud Investigator Specialist
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? Responsible for performing and documenting through root cause analysis on clients' transactions identified through fraud operations and strategy to identify rings, scams, fraudulent activities that impact CNB's clients, and corporate losses. Additionally, the Fraud Investigator will quarterback internal events and investigation activities to strengthen operational processes to reduce fraud risk.
WHAT WILL YOU DO?
* Perform analysis on clients' transactions identified through the monitoring system that involves various transaction types including but not limited to credit, cash, wire transfers, remote deposit capture and loans.
* Conduct and document, timely investigations with well-reasoned and supported decision-making.
* Utilize a variety of internal bank systems and external research tools to investigate, research, and prepare documentation related to fraud investigations consistent with the resolution of the investigation and perform root cause analysis to identify solutions to reduce future fraud risk.
* Conducts follow-up with line colleagues and clients for any missing or necessary information.
* Demonstrate personal excellence including punctuality, integrity, and accountability.
* Think critically and exercise independent judgement.
* Apply subject matter expertise in the financial services industry to drive improved fraud detection and prevention.
* Champion activities across the fraud organization for identified risk events.
* Provide escalation support for fraud operations.
* Communicate emerging fraud trends across client operations.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years experience in risk management or fraud related functions
* Minimum 5 years experience in fraud investigations
*Additional Qualifications*
* Must work well in a team environment, as well as independently.
* Advanced computer experience required (e.g., MS Word, Outlook and Excel)
* Analytical skills, use of good judgment, attention to detail, internet savvy.
* Solid understanding of deposit, credit, and money movement transactions and potential fraud attack vectors.
* Must have a strong and positive work ethic and follow CNB core values.
* Must be flexible and adapt quickly to change.
* Must be able to multi-task, adapt well to changing priorities, and meet specific performance goals.
* Advanced Knowledge of PC functions in a Windows based environment.
* Proficient in Excel and Word.
* Effective written and oral communication skills to interact effectively with all levels of bank personnel and clients.
* Demonstrated experience in root cause analysis and event management coordination.
* CFE and/or CFCI certification desired
* Familiarity/proficiency in programming tools such as Snowflake, Python, SAS for data queries desired
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Part-Time PM Customer Retention Representative (Remote)
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
* Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some experience in insurance and/or sales is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Location: 7677 Henneman Way, McKinney, Texas
Trust Administration Officer II
Wilmington, DE jobs
WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues.
WHAT WILL YOU DO?
* For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy.
* Prepare new account paperwork, as required.
* Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc.
* Obtain missing documents from clients.
* For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document.
* Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries.
* Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries.
* Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval.
* Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.)
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Respond to advisors and intermediaries regarding the administration and maintenance of accounts.
* Fields phone calls from clients and intermediaries.
* Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA.
* Gather information from clients for projects.
* Prepare draft correspondence letters and memos.
* Maintain new account logs.
* Follow appropriate Regulation 9 process.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 3+ years of experience in financial services required
* 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required
*Additional Qualifications*
* 3+ years of experience in trust administration preferred
* Strong written and verbal communications skills
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
* Ability to set priorities, and objectives
* Trust Certificate and/or CTFA a plus
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $71,825 - $114,734 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
Public Policy Associate
Remote
The Public Policy Associate will support the company's state legislative, regulatory, and public policy initiatives. This role focuses on learning, contributing to projects, and assisting senior team members in advancing OneMain's strategic approach to government relations.
In the Role
Assist senior leaders in building a community- and customer-oriented policy agenda.
Support PAC operations, including reporting requirements, internal communications, and coordination with outside vendors.
Contribute to policy initiatives that promote innovation, access to credit, consumer choice, and financial wellness.
Help track and monitor legislative and regulatory developments at the state and local levels.
Prepare reports and analyses to keep the public policy team and company officials informed of key trends.
Collaborate with Legal to review and summarize state legislation and regulations.
Participate in developing tactical responses to emerging policy issues.
Build relationships with industry and community groups to support shared objectives.
Gain exposure to trade association activities and assist in coordinating company participation.
Requirements
Education: Bachelor's degree in Political Science, Public Policy, Economics, Law, or related field required.
Experience: 0-3 years of relevant experience (internships, legislative staff work, advocacy, or policy research strongly preferred).
Skills:
Strong research and analytical abilities
Excellent written and verbal communication
Organizational skills with attention to detail
Ability to collaborate effectively across teams
Familiarity with legislative processes at the state and local level
Travel: up to 60% domestic travel
Who we Are
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-timers with:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days' vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO) employer. Qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship status, color, creed, culture, disability, ethnicity, gender, gender identity or expression, genetic information or history, marital status, military status, national origin, nationality, pregnancy, race, religion, sex, sexual orientation, socioeconomic status, transgender or on any other basis protected by law.
Auto-ApplyEpic Implementation Executive Project Manager
Remote
Wilshire hires only the brightest and most experienced professionals in the healthcare revenue cycle management industry. Wilshire will take the time to get know you and your employment history. We will then place you in a role that will lead to a path of career success.
About The Wilshire Group
The Wilshire Group, a renowned boutique consulting firm in Los Angeles, specializes in revenue cycle optimization and fostering effective collaboration between operational and IT facets. With a robust track record of aiding over 100 healthcare systems nationwide, our team thrives on professionalism, efficiency, and adaptability.
Our core values- professionalism, efficiency, and flexibility- underscore our commitment to creating an inclusive and dynamic workplace. We embrace diverse narratives and believe in offering opportunities to exceptional individuals who bring their best to the table.
Epic Implementation Executive Project Manager
Full-Time or Contract | Remote with Travel | Senior-Level | $90.00-$100.00 per hour
Position Summary
We are seeking an accomplished Epic Implementation Executive Project Manager with deep expertise in healthcare IT, revenue cycle operations, and full-life-cycle Epic implementations. This leader will oversee complex enterprise Epic projects, drive integrated workflow improvements, and serve as the strategic liaison between operations, clinical teams, and IT.
The ideal candidate brings hands-on experience directing Epic build, testing, training, deployment, and optimization across large health systems-ensuring programs remain on time, on budget, and aligned with organizational goals.
Key Responsibilities
Provide executive-level leadership for Epic implementation and optimization initiatives across hospital and ambulatory environments.
Direct all phases of Epic project lifecycle: assessment, design, build, testing, go-live, stabilization, and long-term optimization.
Lead revenue cycle, HIM, coding, and documentation workflows through integrated Epic and third-party system deployments.
Develop and execute comprehensive project plans, ensuring alignment across operational leaders, IT analysts, and vendor partners.
Manage cross-functional teams, including analysts, business SMEs, operations leaders, and clinical partners.
Oversee governance, communication plans, risk mitigation, scope management, resource allocation, and executive reporting.
Serve as key liaison between operations and IT, translating business needs into technical design and system configuration.
Conduct operational workflow assessments, identify underutilized functionality, and guide optimization to improve performance.
Manage third-party integrations such as 3M 360, coding products, claim attachment systems, and payer platform tools.
Ensure regulatory compliance across HIM, documentation, coding, correspondence, and revenue cycle functions.
Lead multi-site Epic go-lives, including readiness assessments, command center planning, end-user training strategy, and post-live stabilization.
Qualifications
10+ years of healthcare IT and Epic implementation experience.
10+ years of consulting experience leading enterprise Epic or health information system deployments.
Successful track record managing multi-hospital Epic implementations and workflow redesign across HIM, coding, CDI, billing, charging, and revenue integrity.
Deep expertise with integrated workflows spanning revenue cycle, HIM, clinical documentation, and operational leadership.
Strong organizational, communication, and stakeholder management skills.
Experience directing multimillion-dollar projects for academic medical centers, community hospitals, and integrated health systems.
PMP certification required; Epic HIM/Coding/ROI and Revenue Integrity certifications strongly preferred.
Proven success managing SCRUM/Agile-based projects and vendor relationships.
Representative Areas of Expertise
Epic HIM Deficiency Tracking, HIM Hospital Coding, HIM Release of Information
Resolute Professional Billing Revenue Integrity (Charge Capture & Coding)
Revenue cycle project management & integrated workflow optimization
HIM, PB/HB Coding, CDI, 3M 360/Single Path implementations
EMPI cleanup, charge capture, documentation workflows, and billing automation
Third-party system integration and large-scale project coordination
Executive-level liaison between clinical operations and IT
Ideal Candidate Profile
Strategic and solutions-oriented leader with the ability to navigate across IT, operations, finance, and clinical environments.
Skilled at re-engineering workflows, improving underutilized systems, and driving performance improvement.
Adept at directing teams through complex, multi-year enterprise Epic programs.
Excels in high-visibility roles where communication, relationship-building, and cross-functional coordination are essential.
Wilshire is honored that you have taken the time to review/apply to our open position. We will now take the time to review your experience and be in touch with you soon.
Auto-ApplyEnterprise Systems Team Lead
Fairfield, CT jobs
Please Read*
For consideration, please contact our search partner, Ken McGovern, President of KMR Executive Search LLC, at *********************** or **************.
Department: Information Technology Services
Reports To: Director, Enterprise Systems
Location: Fairfield University (Hybrid/On-site Preferred; Remote Considered)
Position Summary:
Fairfield University is seeking a self-driven, technically proficient, and hands-on Enterprise Systems Team Lead to guide our growing team of enterprise systems professionals-including analysts, integration developers, and system administrators-with a strong focus on Workday.
This leader will play a key role in delivering Workday solutions across HCM, Finance, Payroll, and Student modules, while also contributing directly to the design, integration, and advancement of the University's enterprise systems architecture.
As a critical member of the Enterprise Computing team, the Team Lead will serve as a technical leader, mentor, and solutions architect, driving forward the University's strategic goals through effective technology solutions, proactive team coordination, and hands-on execution. The Team Lead will also provide direct support to one or more assigned administrative or academic units, acting as a hands-on technical partner to manage support needs, coordinate system enhancements, and align solutions with functional goals.
Key Responsibilities:
Leadership & Strategy
Serve as Technical Lead for a team of Analysts, Developers, and System Administrators.
Engage regularly with functional leads and administrative partners to understand evolving business needs, provide consultative support, and translate requirements into scalable technical solutions.
Act as the team's technical escalation point and guide architectural decisions on integrations and configurations, with a key focus on Workday.
Collaborate with the Director of Enterprise Systems and functional leaders to define and execute system roadmaps that support university goals.
Foster a culture of innovation, collaboration, accountability, and continuous improvement.
Technical Oversight, Development & Support
Provide technical expertise, peer review, and guidance across the team. During high-priority initiatives or peak workloads, contribute hands-on by developing complex configurations (including security), integrations, business processes, and advanced reports.
Oversee daily operations of enterprise systems, including support tickets and system changes, in collaboration with the Enterprise Systems team.
Provide escalation support for troubleshooting and cross-functional issues involving functionality, security, integrations, or dependencies with other platforms.
Partner with System Administrators to ensure the stability, performance, and security of the Workday environment-including reporting, integrations, and configuration documentation.
Coordinate system updates, releases, integration projects, and end-user training in alignment with team priorities.
Monitor Workday releases, assess the impact of new features, and coordinate adoption strategies with the Director of Enterprise Systems, PMO, and other stakeholders.
Stay current with Workday tools such as Workday Studio, Prism Analytics, Extend, Journeys, Adaptive Planning, and Strategic Sourcing.
Process Improvement & Reporting
Champion the adoption of Workday best practices across the University by serving as a change agent, educating stakeholders, and driving user engagement and confidence in the platform.
Collaborate with academic and administrative units to streamline processes, translate requirements into technical designs, and build reports and dashboards.
Project Management & Operations
Coordinate planning, execution, and communication for Enterprise Systems initiatives.
In collaboration with the Director of Enterprise Systems, manage workload prioritization and resource allocation within the team.
Track and report on team performance, system uptime, integration issues, project milestones, and change management progress against the Enterprise Systems roadmap.
Assume additional responsibilities and duties as assigned in support of departmental and institutional goals.
Required Qualifications
Bachelor's degree in Information Systems, Computer Science, or a related technical field.
5+ years of Workday technical experience (HCM, Finance, Payroll, or Student), including hands-on integration and reporting.
Prior experience leading or mentoring a technical team.
Expertise in Workday Studio, EIBs, RaaS, Calculated Fields, Web Services (REST/SOAP), XML, XSLT, and Workday Security.
Demonstrated adherence to DevOps best practices, including structured code development, version control, peer review, and testing in non-production environments.
Experience designing technical documentation, field mappings, and conducting unit/system testing.
Strong interpersonal and communication skills with the ability to interface across all levels of the organization.
Preferred Qualifications
Experience in a Higher Education environment.
Workday certifications.
Familiarity with Workday Security Configuration.
Experience with integrations between Workday and other Higher Education systems such as CRMs (Raiser's Edge, Slate), LMS (Blackboard), Data Warehouses (Snowflake), Payment Processing (Touchnet), and Payroll Processors (ADP).
Working Conditions
On-campus work preferred; hybrid and remote work arrangements considered.
Occasional evening or weekend work may be required during critical project phases or system outages.
Travel to the University campus, Workday Rising, training events, or professional conferences as needed.
Please Read*
For consideration, please contact our search partner, Ken McGovern, President of KMR Executive Search LLC, at *********************** or **************.
Category:
ITS - Admin
Performs such other duties, responsibilities, and activities as required by supervisor and as departmental/University needs indicate.
*Disclaimer
The above information indicates the general nature and level of work performed by employees within this classification. It is not designed to contain and should not be interpreted as a comprehensive inventory of all duties, responsibilities, activities, and/or qualifications required or expected of employees assigned to this job. Duties, responsibilities, and activities may change and new ones may be assigned at any time, with or without notice.
All offers of employment are contingent upon a satisfactory background check.
Fairfield University provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Load a resume or CV first, then upload supporting documents including a cover letter at the bottom of the third page under the "My Experience" section where it says to upload a
Resume/CV
. You will be able to upload up to 5 other documents in this section. You will be unable to edit your application, so please have all documents available before applying. Faculty Positions: If you need to upload more than 5 documents, please either combine them to upload or email the additional documents to the applicable contact in the job description. Staff positions: If you need to upload more than 5 documents, please either combine them to upload or email them to ****************
Auto-ApplyProduct Growth Hacker: TradFi - Stocks/Equities
Remote
Crypto.com is expanding into stocks, equities trading, bridging the gap between traditional finance and digital assets. We're launching a platform that makes it as intuitive to trade equities as it is to trade crypto: starting with a mobile-first experience designed for global retail investors.
We're looking for a Growth Marketing Hacker to lead the go-to-market strategy, lifecycle programs, and product positioning for this new vertical. You'll work in close collaboration with product managers and growth to ensure every feature launch, campaign, and user experience is tightly aligned with user needs and business priorities. This is a rare opportunity to help define how the next generation engages with traditional markets.
Key Responsibilities
1. Strategy & Positioning- Partner up with product and strategy teams to own the roadmap for stocks and equities trading within the Crypto.com ecosystem.- Craft messaging that differentiates our offering across accessibility, fees, user experience, and cross-asset trading. Own positioning and briefs. - Define user personas (e.g. crypto-first investors, fintech users, traditional retail traders) and build tailored journeys to drive UA at target CAC.- Work closely with product managers and growth to align product direction with market insights and user behavior.
2. Launch Execution- Lead growth GTM for new features (e.g. fractional shares, commission-free trading, securities lending etc.)- Conceptualise integrated campaigns across email, in-app, paid media, content, and influencer channels to drive adoption, cross-sell and engagement. UA teams to execute.- Collaborate with regional marketing, compliance, and comms teams to ensure local relevance and impact.- Deliver high-conversion landing pages, onboarding flows, and campaign assets to improve CAC and trading volume.
3. Customer Insights & Market Intelligence- Conduct user interviews, surveys, and behavioral analysis to inform positioning and roadmap- Track and analyze competitors and emerging fintech trends to stay competitive.- Feed insights directly into product, growth, and creative strategy.
4. Growth & Retention- Build lifecycle and retention campaigns to drive trading activity, repeat engagement, and product education.- Coordinate cross-functionally with product, CRM, UA, design, partnerships, media and comms teams to ensure seamless, impactful launches and on-going adoption across sports and crypto ecosystems.- Conceptualise and create compliant reward systems, and streaks tied to market events and trading behavior.- Work with product and growth to continuously optimize the onboarding, funding, and trade execution experience.
5. Performance & Reporting- Work with the Head of Growth and Product to define KPIs across funnel metrics, retention, and campaign impact.- Use tools like GA4, Tableau, Mixpanel to analyze campaign performance and drive rapid iteration.- Share insights regularly with product, data, and leadership teams to guide growth priorities.
Requirements
3 to 5 years of experience in product marketing: ideally stocks/equities background
Proven success launching and scaling B2C products or platforms and growing adoption and revenue sustainably.
Excellent communication and copywriting skills: you can simplify complex ideas and tell stories that convert.
Highly collaborative, with experience working cross-functionally in fast-paced environments. Bias to action.
Analytical mindset with proficiency in marketing analytics and user research.
Experience in regulated industries or financial services is a plus.
Bonus: Crypto native or familiarity with community-led growth.
***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope.
Are you ready to kickstart your future with us?
BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope.
Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team.
About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Walletâ„¢. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem.
Learn more at *******************
Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team.
Personal data provided by applicants will be used for recruitment purposes only.
Please note that only shortlisted candidates will be contacted.
Auto-ApplyRisk & Compliance Specialist I (Onsite)
Newtown, CT jobs
Are you ready to take your banking risk and compliance experience to the next level? Newtown Savings Bank is seeking a banking professional for the role of Risk & Compliance Specialist I.
Our Risk & Compliance Specialist I supports the execution of the Bank's Risk and Compliance Programs to ensure conformity with applicable federal and state banking laws and regulations, as well as Bank policies. This includes collaborating with internal stakeholders and third-party vendors to ensure risks are identified, monitored and mitigated. This is an onsite opportunity at our Corporate office in Newtown, CT. The role has a remote option of one day per week.
PRIMARY RESPONSIBILITIES
Understand and stay abreast of applicable regulatory requirements to ensure Program components are adequately designed to identify potential gaps and non-compliance with laws and regulations.
Escalate risk and compliance-related matters, including potential issues and exception items noted to the Compliance Officer and/or Risk & Compliance Specialist II.
Build and manage relationships with stakeholders across the business by serving as a resource for risk and compliance-related matters, including assisting with real-time solutions for questions, scenarios and issues.
Review business line procedures to ensure they address applicable regulatory/Bank policy requirements and standards, and provide sufficient guidance for employees to effectively and accurately perform related job functions.
Support the risk and compliance training program to ensure employee awareness and understanding of regulatory responsibilities and timely completion of courses assigned. This includes identification of training needs/opportunities, assisting in the development of training and monitoring/reporting course completion status.
Coordinate and perform risk-based monitoring and testing reviews based upon regulatory requirements and risk assessment outcomes, including identification of potential control weaknesses and instances of non-compliance with laws and regulations, and offering recommendations to strengthen the control environment.
Generate clear and concise reporting for stakeholders reflecting monitoring and testing results.
Ensure that stakeholders respond with appropriate action to address recommendations and deficiencies noted during the review process.
Validate through regular testing that stated corrective actions related to monitoring are adequately and effectively implemented based on responses to recommendations.
Serve as liaison with third-party compliance monitoring vendor, including scheduling reviews; compiling document requests from the business lines; reserving conference rooms, etc.
Support change management processes to ensure timely and adequate response to changes in applicable federal and state banking laws and regulations, market conditions and products and services offered. This includes monitoring for applicable legal and regulatory changes; assisting in the evaluation of the change to assess impact; thoroughly reviewing changes to new and existing forms, loan documents, disclosures and advertising material and providing feedback to stakeholders on necessary/recommended revisions.
POSITION REQUIREMENTS
1-2 years of banking-related risk and/or compliance experience, demonstrating an appropriate level of functional knowledge and skill required to effectively perform the job, as well as language, reasoning and analytical skills at a level normally acquired through completion of a bachelor's degree in business administration or related field
In-depth working knowledge of various federal and state banking laws and regulations
Knowledge and understanding of financial institution operations, as well as policies and procedures
Strong organizational, administrative, and self-management skills
Strong attention to detail
Strong verbal and business writing communication skills
Strong interpersonal skills to establish and maintain cooperative working relationships
Ability to work independently, including proactively executing responsibilities and assigned tasks with limited oversight, identifying potentially more effective methods of work operation and demonstrating motivation for continuous improvement
Strong ability to manage multiple tasks, projects, etc. at the same time and meet established deadlines
Ability to be flexible and adaptive in a rapid paced environment
Comfortable working with people at varying levels of skill and authority, including the ability to challenge current processes, identify enhancement opportunities and offer potential solutions
Demonstrate commitment to service, organizational values and professionalism through appropriate conduct and demeanor
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above 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.
Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Full time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short and long term disability programs.
Newtown Savings Bank is an equal opportunity employer and complies with affirmative action programs for qualified veterans and individuals with disabilities. Newtown Savings Bank shall not discriminate against any employee or applicant for employment based on race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status.
Auto-ApplyProduct & UW Governance Consultant
Hartford, CT jobs
Product & UW Governance Consultant - UO07GE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
The Product & Underwriting Governance Consultant plays a critical role in leading cross-functional initiatives to bring new and refreshed insurance products to market while ensuring strong governance and compliance across underwriting processes. This position partners closely with the Global Specialty (GS) Product team, Chief Underwriting Office, and other stakeholders to manage the product development lifecycle and deploy underwriting governance controls. The consultant acts as a project leader without direct authority, driving collaboration, planning, and execution of tasks that support strategic objectives and regulatory requirements.
Product Development Leadership
+ Lead cross-functional teams to deliver new and refreshed insurance products from ideation to market launch.
+ Manage all business deliverables in the product development lifecycle (excluding systems development), including:
+ Feasibility and competitive analysis
+ Development of forms, rates, applications, underwriting guidelines and rules
+ Statutory filing preparation
+ Marketing and distribution planning
+ Coordination of data science deliverables and third-party services
+ Change management and training initiatives
+ Create and maintain project plans, schedule meetings, estimate resources, distribute updates, and monitor key activities to ensure timelines and goals are met.
Governance Framework & Risk Management
+ Coordinate product governance activities and guide stakeholders through the Global Specialty Product Governance Process for all new product proposals or material product changes.
+ Assist in the development of deliverables required for product governance approvals.
+ Maintain governance frameworks, policies, and procedures for underwriting and product development.
+ Document and communicate governance requirements and processes within GS and to key stakeholders.
+ Collaborate with GS CUO, business leads, and product teams to develop, refine and deploy underwriting governance controls and processes.
+ Prepare reports and metrics for senior leadership on governance and underwriting performance.
Qualifications:
+ Bachelor's degree in Business, Insurance, Risk Management, or related field (advanced degree preferred).
+ Professional certifications such as CPCU, ARe, or similar preferred.
+ 7+ years of experience in underwriting, product development, or compliance within P&C insurance.
+ Proven ability to lead cross-functional projects without direct authority.
+ Excellent organizational, analytical, and communication skills.
+ Familiarity with underwriting systems and data analytics tools, a plus.
+ Experience in governance frameworks and risk management strategies, preferred.
+ Strong project management skills and attention to detail, preferred.
This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$101,840 - $152,760
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Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
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Billing Coordinator II (Remote)
Sterling, IL jobs
Job DescriptionDescription:
We are HALO! We connect people and brands to create unforgettable, meaningful, and lasting experiences that build brand engagement and loyalty for our over 60,000 clients globally. Our nearly 2,000 employees and 1,000 Account Executives located in 40+ sales offices across the United States are the reason HALO is the global leader in branded merchandise, uniform programs, and recognition and incentive solutions.
HALO is looking for a Billing Coordinator II who will be responsible for managing the accuracy and timeliness of billing processes, including reviewing and resolving pricing discrepancies, maintaining consistent invoicing practices, and supporting both internal and external stakeholders. This role requires strong problem-solving skills, attention to detail, and the ability to work independently while managing multiple priorities.
*** This role is Remote, with Central Time work hours. ***
Responsibilities
Review and resolve pricing discrepancies between customer orders and vendor invoices in collaboration with Order Processing team.
Serve as a direct point of contact for customers and assigned Account Executives to address billing-related inquiries.
Maintain consistency by ensuring 90% of invoicing occurs within the 0-14 day time frame.
Escalate orders to leadership as necessary to ensure timely invoicing.
Attend team meetings and provide insights on trends, resolution steps, and exceptions.
Prepare, update, and maintain Excel spreadsheets as needed.
Communicate effectively with Account Executives to resolve billing issues and provide one-touch resolution where possible.
Exercise autonomy to diagnose customer situations and make sound decisions on prioritization to meet deadlines.
Apply knowledge of sales orders, including cost, sell commission margins, and adjustments.
Review freight charges and accurately apply or remove them as needed.
Independently manage order holds and release workflows.
Adapt to specific workflows that may vary depending on the team assignment.
Requirements:
2+ years of experience in B2B and/or B2C Billing, Accounts Payable, Accounts Receivable.
Strong computer skills, including proficiency in Microsoft Word, Excel, Outlook and Teams
Experience in working in NetSuite and SharePoint is highly preferred
Excellent typing (40 WPM) and 10-key data entry skills (8,000 KPM).
Strong verbal and written communication skills.
Demonstrated ability to manage time effectively, prioritize tasks, and meet deadlines.
Ability to multi-task and perform well under pressure.
Positive and professional demeanor with a strong customer service orientation.
Proven problem-solving and critical thinking capabilities.
Flexibility to work both independently and in a team environment.
Willingness to work overtime when required.
Ability to independently manage the invoicing process with minimal supervision.
Preferred Skills
Previous experience working directly with customers or sales teams in a billing or finance-related environment.
Knowledge of sales order processes, commission structures, and margin adjustments.
Experience identifying billing trends and proposing process improvements.
Experience in Freight billing.
Compensation: The estimated hourly range for this position is between $16.00 - $20.00 an hour. Please note that this pay range serves as a general guideline and reflects a broad spectrum of labor markets across the US. While it is uncommon for candidates to be hired at or near the top of the range, compensation decisions are influenced by various factors. At HALO, these include, but are not limited to, the scope and responsibilities of the role, the candidate's work experience, location, education and training, key skills, internal equity, external market data, and broader market and business considerations.
Benefits: At HALO, we offer benefits that support all aspects of your life, helping you find a work-life balance that's right for you. Our comprehensive benefits include nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance, along with additional Voluntary Benefits. Prepare for your financial future with our 401(k) Retirement Savings Plan, Health Savings Accounts (HSA), and Flexible Spending Accounts (FSA).
Application Information: To apply to this opportunity, click the APPLY button at the top right or very bottom of the screen to complete our online application. A resume is optional, so you may choose to upload and have the application prefill with your information. There are 5 sections to complete in total, including General information, Work History, Education, Compliance, and optional demographic questions. Once you have successfully submitted your application, you will receive a submission confirmation email from our system.
Application Deadline: Applications are reviewed and processed only when there is a specific need or opportunity, rather than on a fixed schedule or at a set deadline. Because they are reviewed on an as-needed basis, a job posting will be removed once the position has been filled or is no longer available.
More About HALO:
At HALO, we energize our clients' brands and amplify their stories to capture the attention of those who matter most. That's why over 60,000 small- and mid-sized businesses partner with us, making us the global leader in the branded merchandise industry.
Career Advancement: At HALO, we're passionate about promoting from within. Internal promotions have been key to our exponential growth over the past few years. With so many industry leaders at HALO, you'll have the opportunity to accelerate your career by learning from their experience, insights, and skills. Plus, you'll gain access to HALO's influential global network, leadership opportunities, and diverse perspectives.
Culture: We love working here, and we're confident you will too. At HALO, you'll experience a culture of ingenuity, inclusion, and relentless determination. We push the limits of possibility and imagination by staying curious, humble, and bold breaking through yesterday's limits. Diversity fuels our creativity, and we thrive when each of us contributes to an inclusive environment based on respect, dignity, and equity. We hold ourselves to a high standard of excellence with a commitment to results and supporting one another with accountability, transparency, and dependability.
Recognition: At HALO, your success is our success. You can count on us to celebrate your wins. Colleagues across the company will join in recognizing your milestones and nominating you for awards. Over time, you'll accumulate recognition that can be converted into gift cards, trips, concert tickets, and merchandise from your favorite brands.
Flexibility: Many of our roles offer hybrid work options, and we pride ourselves on flexible schedules that help you balance professional and personal demands. We believe that supporting our customers is a top priority and trust that you and your manager will collaborate to create a schedule that achieves this goal.
HALO is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We insist on an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law. Inclusion is a core value at HALO and we seek to recruit, develop and retain the most talented people.
HALO participates in E-Verify. Please see the following notices in English and Spanish for important information: E-Verify Participation and Right to Work.
Data Analyst - Life and Health
Stamford, CT jobs
Shape Your Future With Us General Re Corporation, a subsidiary of Berkshire Hathaway Inc., is a holding company for global reinsurance and related operations, with more than 2,000 employees worldwide. It owns General Reinsurance Corporation and General Reinsurance AG, which conducts business as Gen Re.
Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a network of 38 offices, we have earned superior financial strength ratings from each of the major rating agencies.
Gen Re currently offers an excellent opportunity for a Data Analyst - Life and Health to work remotely based out of our Stamford, CT office.
As an integral part of the Gen Re Life Operations team, this role will be a key contributor in building out a comprehensive data management and technical accounting program for a data driven organization. This role focuses on ensuring the efficient and effective operation and usage of data across all product lines such as Individual Life Insurance, Long-term Care, Critical Illness, Medicare Supplement, and Disability Insurance. This role interfaces with both internal and external customers.
Responsibilities include:
* Analysis on all client data received including model building to support treaty compliance and premium validation
Validation of incoming data such as:
* Reconciliations of transaction and inforce data
* Review of statistics reporting to identify issues regarding transactional data whether it be missing key values/data on expected deals or treaties
* Automation of reporting and other items related to premium and volumes
* Provide inforce and new business statistics on demand from internal customers
* Automation and creation of reports to support process improvement and efficiencies
* Maintain open communication and superior service to internal/external customers
* Company projects involving the intake of client data (ex. Experience Studies project)
* Responsible for ad-hoc reporting, data investigations and translation updates
Role Qualifications and Experience
* 2-5 years of experience in the reinsurance industry
* Advanced Excel skills (including power query, DAX, VBA, etc.)
* Experience with data analysis and reporting on large data sets (i.e., SQL, Python, R)
* Understanding of data warehousing and relational database schemas
* High degree of client relationship management
* Excellent written and verbal communication skills
* High degree of analytical and problem-solving skills
* FLMI designations are preferred
* Reporting tool knowledge such as Qlikview, Power BI and/or SAP Analytics
* Demonstrated ability to work independently and multi-task
* Minimal travel required
Salary Range
63,000.00 - 84,000.00 USD
The annual base salary range posted represents a broad range of salaries around the US and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Our Corporate Headquarters Address
General Reinsurance Corporation
400 Atlantic Street, 9th Floor
Stamford, CT 06901 (US)
At General Re Corporation, we celebrate diversity and are committed to creating an inclusive environment for all employees. It is the General Re Corporation's continuing policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability , marital status, liability for service in the armed forces, veterans' status, citizenship, sexual orientation, gender identity, or any other characteristic protected by applicable law. In addition, Gen Re provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.
Head of Treasury Strategies
Remote
Who are we?
FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape.
FalconX is seeking an experienced and strategic Director of Treasury Strategies to lead and scale its operational, Banking, crypto and optimization functions. This critical leadership role involves ensuring appropriate operational design controls, bank relationship management, risk mitigation across our digital asset and fiat treasury ecosystems. This position liaise with Product, Accounting, Finance Transformation and Trading teams to drive automation of key processes.
The ideal candidate will have a passion for innovation and operational excellence, with a strong background in treasury strategy, risk management and design. Significant experience working in institutional crypto, including settlements, wallet management, custody, and liquidity management, is essential.
Key Responsibilities:
Treasury Operations Optimization: Assess and implement automation to drive efficiency and accuracy. Ensure assets are segregated (best practice)
Banking Infrastructure: Build and maintain robust relationships with global banking partners and payment providers; negotiate terms and drive expansion of banking rails.
Cash & Liquidity Management: Optimize liquidity across wallets, exchanges, and bank accounts to support business needs while minimizing idle capital.
Control Environment: Develop and enforce operational policies, procedures, and controls in line with best practices and regulatory expectations.
Strategic Initiatives: Partner with cross-functional teams (Product, Compliance, Risk, Engineering) to drive automation and improvements in treasury systems and workflows. Foster innovation in treasury operations by adopting emerging tools, technologies, and market opportunities.
Strategy & Planning: Develop and implement an operating model for treasury operations that balances short-term capabilities and long-term needs.
Risk & Compliance Collaboration: Ensure business operations adhere to internal risk frameworks, audit, and regulatory obligations.
Reporting & Metrics: Provide transparency to executive leadership through dashboards, analytics, and key performance indicators related to treasury operations.
Cash Optimization: Assess and apply investment strategies for cash and digital assets to optimize returns while effectively controlling risk.
Team Leadership: Build, mentor, and lead a high-performing team with a focus on accountability, scalability, and innovation.
Operational Efficiency: Streamline operations by pinpointing inefficiencies and deploying automation tools to enhance precision and minimize manual tasks. Collaborate with technology teams to design and implement integrated, efficient workflows.
Qualifications:
15+ years of financial services experience in investment or banking operations, with at least 5 years in a leadership role, and experience in the digital asset industry managing treasury processes and teams team is preferred.
Deep understanding of cash management, global banking systems, settlement flows, and treasury infrastructure.
Significant professional experience managing digital assets in treasury operations with technical expertise in Crypto and a broad understanding of the cryptocurrency ecosystem. Past experience working within a fintech environment is strongly preferred.
Proven success in managing counterparty relationships (banking, software vendors) and navigating complex financial operations. Previous experience integrating financial systems is strongly preferred.
Excellent analytical, organizational, project, and people management skills. Must be autonomous, detail-oriented, and adept at prioritizing in a fast-paced environment while handling multiple projects simultaneously.
Strong interpersonal and communication abilities, with comfort presenting to executives, cross-functional stakeholders, regulators, auditors, and clients.
The base pay for this role is expected to be between $230,000 - $311,000 max for a Director level in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired.
Notice at Collection and Privacy Policy
Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here.
Inclusivity Statement
FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences!
As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self.
FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law.
Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.
Auto-ApplyQuantitative Risk Analyst Intern
Remote
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
The Quantitative Risk Analyst internship focuses on practicing skills that play a crucial role in identifying, assessing, and mitigating risk across USAA. You will learn real corporate world sophisticated quantitative techniques to model and lead risks and provide critical insights to advise strategic decisions. The opportunity may lead to selection into a two-year risk development rotational program following graduation. Rotational placings may vary depending on business needs.
Our internship program lets you showcase your skills, while gaining real-life experience that'll help you jump-start your career. Our interns deliver innovative solutions to real business challenges, while building enduring relationships in a collaborative culture with their manager and an assigned mentor.
The internship is based at USAA Corporate Headquarters in San Antonio, TX, Plano, TX, and Charlotte, NC. Interns offered full-time roles may have the opportunity to work out of one of USAA's satellite locations.
What you'll do:
Our Quantitative Risk Analyst Interns, work under direct supervision and following risk and compliance procedures and guidance, perform routine work assignments and problem resolution to support other team members, including the following tasks:
Applies foundational knowledge to support the assessment of future risk, opportunities, and efficiency.
Applies foundational learning to help support the team in producing standard methodologies that quantify risk and aggregate exposures.
May assist with model validation activities and model validation reporting.
Participates in the production of analytical material needed for discussions with cross functional teams to understand sophisticated business objectives and influence solution strategies.
Compiles communication materials pertaining to analytical results, findings and solutions for governance committees and business process owners to influence business analysis.
Supports internal/external audits, regulatory reviews and rating agency requests.
What you have:
To qualify, you must be pursuing a degree from an accredited college or university, and plan to graduate after the final day of the internship. Most of our interns participate the summer between their junior and senior years. Our 2026 internship will start on May 27, 2026 and last through August 7, 2026.
Graduation date cannot be prior to August 7, 2026
Pursuing a bachelor's degree or higher in Business, Finance, or related field at a 4-year accredited university.
0 to 2 years of related experience and accountability for simple to moderately complex tasks and/or projects required.
Foundational and conceptual knowledge of risk management, regulatory or operations experience in a relevant functional area to include banking, insurance, financial services, audit, project management, public accounting or other related operational area required.
Foundational knowledge of data analysis tools and techniques.
What sets you apart:
Knowledge of information security/IT
Knowledge of reporting and analysis, and control testing
Data analytical skills, risk management interest
Detail oriented/strong organization/ self-starter
Proficient with Excel
Compensation range: The salary range for this position is: $27 - $28. Interns will receive an intern stipend to assist with expenses.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
USAA views its internship program as a pipeline to possible future employment. This is based on an individual's graduation date, performance, role qualifications, and business need. To be considered for possible future employment opportunities interns must meet the full-time work eligibility requirements for any given role. Thus, interns should ensure their sponsorship status and other provided information is accurately reflected on their intern application. Inadequate completion of your application may render you ineligible for further consideration in the hiring process.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the hourly range based on your experience and market data of the position. The actual hourly rate for this role may vary by location.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
Interns may not be eligible for all benefits, for more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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