The Vanderblue Team is seeking a highly organized, detail-oriented, and proactive Operations Coordinator to support daily operations, represent the team at the front desk, and provide administrative support to the company's CEO. This role is critical to the team's first impression, office functionality, and overall efficiency. The Operations Coordinator serves as the hub of the office-managing incoming communication, maintaining a polished workspace, and acting as an extra set of hands on leadership initiatives, making it an excellent opportunity to gain broad exposure to the real estate business.
Key Responsibilities:
Executive & Leadership Support:
Provide administrative support to the CEO, primarily focused on email management and calendar scheduling.
Collaborate with leadership and team members on projects that improve systems, processes, and the overall team experience.
Support client care initiatives, including sending note cards, gifts, and other thoughtful touchpoints, with an emphasis on quality and consistency rather than volume.
Assist with planning and execution of client-facing and team events such as happy hours, community events, and client appreciation events.
Gain exposure to multiple aspects of real estate operations, making this a strong learning and growth role.
Office Coordination & First Impressions:
Act as the go-to person for general office needs, troubleshooting issues and maintaining smooth daily operations.
Serve as the first point of contact for all in-office visitors, ensuring a warm, professional, and welcoming experience at the front desk.
Manage day-to-day office upkeep, organization, and presentation to ensure the space is always client-ready.
Communication & Lead Intake:
Handle all incoming phone calls to the team, routing calls appropriately and providing excellent first-touch service.
Respond to and triage inquiries from the team's website and other incoming lead sources, ensuring timely follow-up or handoff.
Maintain professionalism and brand consistency in all verbal and written communication.
Required Qualifications:
Strong organizational skills with exceptional attention to detail.
Professional, polished communication skills and comfort interacting with clients, agents, and vendors.
Ability to multitask, prioritize, and adapt in a fast-paced environment.
High level of reliability, initiative, and problem-solving ability.
Proficiency in Microsoft Office Suite and Google Suite.
Preferred Qualifications:
Minimum of 2 years of experience in the real estate industry.
Experience handling inbound calls and lead intake.
Familiarity with real estate CRM systems and basic marketing tools.
Background in office coordination or operations support.
Why Join the Vanderblue Team?
Be part of a high-performing, collaborative real estate team known for excellence and innovation.
Play a visible role in daily operations and leadership initiatives.
Gain hands-on exposure to all facets of a successful real estate business.
Grow in a supportive, fast-paced environment with opportunities to learn and advance.
If you are detail-oriented, service-driven, and enjoy being at the center of a team's operations while learning the real estate business, we encourage you to apply!
$36k-55k yearly est. 3d ago
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Coordinator, Supply Operations
Aquarion Water Company 4.4
Operations analyst job in Shelton, CT
Aquarion Water Company is the public water supply company for more than 750,000 people in 72 cities and towns throughout Connecticut, as well as serving customers in Massachusetts and New Hampshire. It is the largest investor-owned water utility in New England and among the seven largest in the U.S. Based in Bridgeport, CT, it has been in the public water supply business since 1857. Across its operations, Aquarion strives to act as a responsible steward of the environment and to assist the communities it serves in promoting sustainable practices. Aquarion Water Company is a wholly-owned subsidiary of Eversource.
Job Summary
A position is available in the Supply Operations Department for a Coordinator to provide administrative and business support for the Supply Operations Department reporting directly to the VP of CTOperations. The responsibilities below represent the general work that is needed for the position but is not considered to include all work that may be needed.
Principal Responsibilities
Run monthly operating and financial data reports for annual operating budget. Summarise variance reports, evaluate variances and update spreadsheets for all divisional supervisors within the Supply Operations department as well as the Director, Supply Operations. Publish and distribute departmental reports to internal and external customers in a timely manner.
Assign WBS Element numbers (capital projects) for Supply Operations Staff.
Track and Analyze Capital Projects on a monthly basis prepare reports for Director of Supply Operations.
Create Chemical and Electrical Requisitions in SAP after bids are accepted on a yearly basis.
Monitor Chemical inventory and assist in monthly reconciliation with SAP inventory.
Assist Manager of Support Programs in preparing and reviewing weekly reports on electrical, oil and natural gas use
Review and process invoices (50-75 per week) in an efficient and accurate manner as well as respond to vendor inquiries.
Monitor Time Administrators to ensure accuracy in the time approval process for all exempt and non-exempt Supply Operations employees. Approve and review time-sheets for VP's direct reports.
Support the Department in SAP training initiatives and assist in company-wide SAP related projects.
Perform other administrative support services for the department, including SAP data entry, requisitioning, and scheduling business meetings.
Work with staff related on-boarding and departure process by following the on-boarding process defined by HR and the Department.
Preferred Requirements
Minimum 3 years in administrative position
Minimum of 3 years' experience in financial, utility, project management reporting or scheduling systems and software.
Excellent Customer Service Skills
Good written and oral communication skills
Must be detail oriented with excellent organization skills.
High competency in use of spreadsheets Excel, Word, Outlook, Power Point, and SAP.
Must have ability to complete tasks with minimal supervision.
Must be self-motivated and be able to make decisions independently.
Must have ability to analyze problems and take appropriate corrective action.
Must be able to manage multiple tasks simultaneously.
Must be able to set priorities.
Education/Certifications
* A bachelor's degree in related field required.
Salary
Job is classified as a non-exempt position with an hourly range of $25.00 to $28.50, based on qualifications and experience.
This role is 100% on site, working out of the Shelton office.
Hours for this role are 8:00AM to 4:30PM, Monday through Friday.
Aquarion Water Company is an equal opportunity employer, and we prohibit discrimination based on age, color, disability, marital or parental status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran status, or any other legally protected status in accordance with applicable federal, state and local laws.
$25-28.5 hourly 6d ago
2026 Full-Time Analyst - BlackRock Transformation Office - Atlanta
Mercy College 4.2
Operations analyst job in Dobbs Ferry, NY
Recruitment began on January 7, 2026
and the job listing Expires on February 7, 2026
BlackRock Transformation Office (BTO) is a global group of change professionals that deliver strategic transformation to help make BlackRock greater than the sum of its parts. We drive One BlackRock outcomes by continuously connecting, and being students of, the firm's people, processes, and technology. We are a versatile team made up of individuals with varied experiences and backgrounds motivated by the challenge of finding solutions which benefit BlackRock and our clients. In BTO, we pride ourselves on developing our people, improving leadership and delivery skills, and broadening firm and industry knowledge. Projects and roles are assigned not just based on successful delivery, but also on individual development objectives and career aspirations.
BTO is the firm's owner of enterprise change, our service offerings include:
Change Management - Our Core Service Offering - Transformational business re-engineering and program management, comprised of global enterprise transformation, regional growth and regulation
Advisory - Shaping & Structuring Solutions - Short-term engagements, led by senior, experienced BTO membersthat advise or assist teams in scoping and shaping programs; providing connectivity and incorporating change management best practices
Our project portfolio spans across global and regional transformational priorities for the firm, including:
New Business Integrations: Leading the integration management offices to successfully integrate acquired businesses into the BlackRock organization
Expansion into New Markets: Drive growth through platform evolution around the globe
GenAI: Partner with firm leaders to establish, communicate, and execute our vision to deliver a cohesive AI experience across BlackRock to increase productivity and enhance our clients' experience
Regulatory: Ensure the firm complies with its major regulatory obligations
We partner with:
Internally: BTO is often referred to as the “connective tissue” of the firm. We are known for creating interdisciplinary teams that represent many parts of BlackRock, including business subject matter experts and technologists.
Externally: Industry Participants and Service Providers/Vendors
What will you do as an Analyst?
Contribute as a part of both in-person and virtual teams that drive strategic projects to completion
Gain a clear understanding of assigned tasks and how they relate to broader business needs and project objectives
Conduct current state business process reviews (“BPRs”)
Identify areas for improvement in business processes and technology tools
Engage and maintain relationships across the firm
Develop intuition into, and empathy for, stakeholders' needs
Clearly and concisely communicate key messages to stakeholders and business leaders
Simplify complex topics and create innovative solutions for identified issues
Stay up to date on global finance and technology trends impacting BlackRock
Exhibit intellectual curiosity and maintain confidence in asking questions and challenging the current state
Demonstrate the ability to analyze large data sets and identify themes
Invest the time in building proficiency around project management, asset management, the markets, the firm, and stakeholder businesses
Gain a basic understanding of change management concepts, including understanding BlackRock's practices and preferred tooling
What capabilities are we looking for?
Problem Solving
Analytical Mindset
High Attention to Detail
Strong Work Ethic
Team Oriented
Project Management
Time Management
Change Agent
Stakeholder Relationship Management
HOW TO APPLY:
We are targeting candidates interested in our BlackRock Transformation Office in ATLANTA.
To apply to BlackRock Transformation Office, on the application form select: Corporate & Strategic >> Strategic Clients and Initiatives >> Atlanta
Who can apply:
Undergraduate or master's students graduating between September 2025 and July 2026.
Next steps:
Once you submit your application, you will receive an email to complete a pre-interview assessment which will be a pre-recorded video.
You have up to 5 days to complete the assessment. If you fail to do so, your application will be withdrawn.
#J-18808-Ljbffr
$62k-71k yearly est. 4d ago
SAP Systems Analyst (EWM/WM)
Benjamin Moore 4.8
Operations analyst job in Montvale, NJ
We are seeking an experienced SAP EWM professional with 5 to 10 years of expertise in end-to-end implementation, support, and optimization of SAP EWM solutions across multiple industries. The ideal candidate will be skilled in designing global templates, leading rollouts, and integrating EWM with SAP TM, ERP, and third-party systems to streamline warehouse and logistics operations.
Responsibilities
· Play a critical role in enhancing our warehouse management capabilities by implementing, integrating, and supporting SAP's Decentralized Extended Warehouse Management (EWM) solution with SAP TM and other ECC modules.
· Support and enhance Warehouse Management processes for our manufacturing plants leveraging our SAP ECC environment.
· Develop and maintain RF scanner transactions to enhance warehouse efficiency and accuracy using SAP Mobile Data Entry solution.
· Proactively evaluate business needs and propose innovative system solutions or enhancements to existing functionalities, ensuring optimal support for evolving process requirements.
· Draft functional and technical design documents related to relevant applications based on business requirements and store them utilizing Solution Manager.
· Write and maintain functional specification documentation to describe solution configuration, process flow, and behavior, testing, defects, and resolution.
· Write and perform functional testing to ensure the solution meets specifications and functions correctly utilizing HP ALM.
· Create and provide training documents for new or modified processes or functionality for end-users or technical support staff.
· Monitor Production support tickets after deployments utilizing Service Now incident system.
Qualifications
Core Competencies:
· Excellent understanding of EWM processes including Inbound, Outbound, Replenishment, Physical Inventory, and other internal processes.
· Expertise in RF design and configuration, batch management, handling unit management, and packaging specifications.
· Experience in global template design and rollout.
· Hands-on experience with SAP-LE (Delivery Processing, Shipping, Inventory Management), PP-PI, Handling Units and Batch Management, PP-WM, and PP-EWM Integration.
· Working knowledge of EDI/IDOC.
· Integration experience with SAP TM and ERP (MM & SD).
People Skills & Core Competencies:
· Ability to independently lead workshops, design sessions, and business process documentation to understand challenges and document as-is and to-be processes with both system integrators and business SMEs.
· Strong relationship-building skills with both internal and external customers.
· Provide regular updates to teammates, management, and stakeholders on work status, progress, and plans.
· Stay abreast of best business practices by participating in discussion forums, seminars, training, user groups, Internet sources, and other organizations.
· Skilled in utilizing Solution Manager Charm for managing transports along with presenting changes in CAB (Change Approval Board).
· Proficient in using HP ALM to create, organize, and manage comprehensive test processes and documentation.
· Excellent communication skills, with the ability to effectively collaborate with cross-functional teams and stakeholders.
· Experience in people management through guidance, workload distribution, and ongoing support; focused on developing team members by leveraging their strengths and enhancing their skill sets.
· Proven leadership in training business users and driving digital transformation initiatives in supply chain management.
Education/Experience:
· Bachelor's degree in computer science, Information Systems, or Engineering.
· 5+ years of SAP Extended Warehouse Management experience.
· 10+ years of SAP experience.
· 3+ years of SAP S/4HANA experience (preferred).
· Integration experience with P2P, FI, SD, and PP.
· Understanding of logistics, shipping, and pro numbers by carriers.
· SAP WM/EWM Certification.
· Experience with Solution Manager 7.2 (Charm), SAP Cloud ALM, HP ALM, and ServiceNow.
Summary
Engagement, Inclusion + Social Impact
At Benjamin Moore, we don't just accept difference - we celebrate it, support it, and thrive because it benefits our employees, customers, and community. We remain steadfast in our commitment to cultivating an environment where all are provided the tools and opportunities to thrive in the workplace. Our efforts allow each of us to authentically live our corporate values of Openness, Integrity, Community, Excellence, and Safety.
Our Social Impact initiatives, including strategic partnerships, in-kind donations, and volunteerism, further amplify our ability to positively impact the lives of our stakeholders. We believe that fostering a culture of inclusion and belonging is the right thing to do and essential for our continued success.
Student Loan Repayment Assistance Program
Benjamin Moore provides Student Loan Repayment Assistance Program to support eligible active employees who graduated from an accredited post-secondary educational institution. The Repayment Program is intended to contribute to reducing employee's student loans. The Company follows all rules and regulations concerning the taxability of student loan repayments provided under applicable law.
EOE
Benjamin Moore is an equal-opportunity employer that is committed to a culture of inclusion and belonging. We do not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Our commitment to these principles means all employment decisions are made based on qualifications, merit, and business needs.
$104k-128k yearly est. 4d ago
Associate Analyst, SEM Operations
Booking Holdings 4.8
Operations analyst job in Norwalk, CT
This role is eligible for our hybrid work model: 2 days in-office
Associate Analyst, SEM Operations
We're a data-driven organization, which makes our performance marketing team the brains of our operation. On the cutting edge of customer and business analytics, they make sure all our decisions and innovations are based on the latest insights. We are constantly testing new and innovative campaign ideas beyond the typical engine best practices.
Why this job's a big deal:
As an Associate SEM Analyst, you'll play a key role in driving growth through paid search and performance marketing. You'll manage large-scale search campaigns across platforms like Google Ads and Microsoft Advertising, optimizing spend and performance through rigorous analysis and testing. Your work will directly impact customer acquisition, retention, and profitability-helping us stay competitive in a fast-paced, data-driven marketplace.
In this role you will get to:
Execute, monitor, and optimize SEM campaigns across Google, Bing, and other search platforms to achieve KPIs related to ROI, conversion rate, and cost efficiency.
Perform keyword research, audience segmentation, and bid strategy optimization to improve reach and quality of traffic.
Collaborate with data science and analytics teams to develop dashboards, reports, and performance models that track campaign performance and identify optimization opportunities.
Conduct A/B and multivariate tests to refine ad copy, landing pages, and bidding strategies.
Partner with creative, product, and analytics teams to ensure campaigns align with broader marketing and brand strategies.
Analyze competitor activity, market trends, and search landscape changes to inform ongoing campaign strategy.
Manage budgets, pacing, and forecasting to ensure spend is optimized and aligned with business goals.
Continuously explore and test automation and AI tools to drive scale and performance efficiency.
Who you are:
1-2 years of experience in SEM or performance marketing, ideally within an e-commerce, travel, or consumer-focused digital environment.
Strong knowledge of Google Ads, Microsoft Advertising, Google Analytics (GA4) Advanced proficiency in Excel/Google Sheets; experience with SQL
Experience with Python, or Tableau is a plus
Proven analytical and quantitative skills-comfortable using data to make decisions, measure results, and identify new opportunities.
Familiar with conversion tracking, attribution modeling, and campaign optimization techniques.
Strong attention to detail, with the ability to manage multiple campaigns and deadlines simultaneously.
Excellent communicator who can clearly present findings and recommendations to both technical and non-technical stakeholders.
Illustrated history of living the values necessary to Priceline: Customer, Innovation, Team, Accountability and Trust.
The Right Results, the Right Way is not just a motto at Priceline; it's a way of life. Unquestionable integrity and ethics is essential.
There are a variety of factors that go into determining a salary range, including but not limited to external market benchmark data, geographic location, and years of experience sought/required. In addition to a competitive base salary, certain roles may be eligible for an annual bonus and/or equity grant.
The salary range for this position is $70,000- $90,000 USD.
#LI-VM1
#LI-Hybrid
Who we are WE ARE PRICELINE.
Our success as one of the biggest players in online travel is all thanks to our incredible, dedicated team of talented employees. Priceliners are focused on being the best travel deal makers in the world, motivated by our passion to help everyone experience the moments that matter most in their lives. Whether it's a dream vacation, your cousin's graduation, or your best friend's wedding - we make travel affordable and accessible to our customers.
Our culture is unique and inspiring (that's what our employees tell us). We're a grown-up, startup. We deliver the excitement of a new venture, without the struggles and chaos that can come with a business that hasn't stabilized.
We're on the cutting edge of innovative technologies. We keep the customer at the center of all that we do. Our ability to meet their needs relies on the strength of a workforce as diverse as the customers we serve. We bring together employees from all walks of life and we are proud to provide the kind of inclusive environment that stimulates innovation, creativity and collaboration.
Priceline is part of the Booking Holdings, Inc. (Nasdaq: BKNG) family of companies, a highly profitable global online travel company with a market capitalization of over $80 billion. Our sister companies include Booking.com, BookingGo, Agoda, Kayak and OpenTable.
If you want to be part of something truly special, check us out!
Flexible work at Priceline
Priceline is following a hybrid working model, which includes two days onsite as determined by you and your manager (ideally selecting among Tuesday, Wednesday, or Thursday). On the remaining days, you can choose to be remote or in the office.
Inclusion is a Big Deal !
To be the best travel dealmakers in the world, we believe our team should reflect the broad range of customers and communities we serve. We are committed to cultivating a culture where all employees have the freedom to bring their individual perspectives, life experiences, and passion to work.
Priceline is a proud equal opportunity employer. We embrace and celebrate the unique lenses through which our employees see the world. We'd love for you to join us and help shape what makes our team extraordinary.
Applying for this position
We're excited that you are interested in a career with us. For all current employees, please use the internal portal to find jobs and apply.
External candidates are required to have an account before applying. When you click Apply, returning candidates can log in, or new candidates can quickly create an account to save/view applications.
$70k-90k yearly Auto-Apply 60d+ ago
Fund Operations Analyst
Commonfund 4.2
Operations analyst job in Norwalk, CT
Department: Fund Operations Reports To: Director of Fund Operations
About the Role
We are seeking a technically skilled recent graduate with a foundation in data science, computer science, or engineering who is interested in applying their expertise to investment operations. This role is ideal for an analytical problem solver who wants to learn institutional investment fund operations while applying technical skills to build efficiency into the fund oversight process.
As a Fund OperationsAnalyst, you'll be responsible for various control procedures utilized to ensure timely and accurate reporting of valuations, performance and trading activity for institutional investment funds. You will help to bridge complex financial operations with modern automation techniques. This will include developing scripts that streamline manual processes, creating tools that identify discrepancies across large datasets, and transforming data from multiple sources into actionable insights. This position offers the opportunity to apply technical skills to optimize mission-critical fund operations while gaining exposure to institutional investment management.
The Wilton office is moving to Merritt 7, Norwalk in December of 2025. Interested candidates should apply online at *********************************** with a resume and cover letter.
What You'll Actually Do
Analyze & Investigate
Data reconciliation: Match investment manager data against administrator records across multiple sources
Fund NAVs: Review fund accounting packages to verify accuracy of fund Net Asset Values
Performance analytics: Compare fund returns against benchmarks, investigate variances, and identify trends
Risk identification: Spot potential valuation issues, trade breaks, and reporting errors before they escalate
Cash flow modeling: Track and allocate capital movements across funds and separate accounts
Reporting: Assist with year-end audits, financial statement reviews, and regulatory reporting
Build & Automate
Develop automation tools using Python, SQL, or similar languages to reconcile data from investment managers, administrators, and custodians
Create scripts and dashboards that flag discrepancies automatically instead of relying on manual reviews
Optimize existing processes by identifying bottlenecks and implementing data-driven solutions
Integrate new technologies into daily workflows (Canoe, Salesforce, Power BI, internal databases)
Design and monitor data validation systems for daily, weekly, and monthly fund valuations
Collaborate & Learn
Work with investment teams, external managers, and administrators to resolve discrepancies
Support fund launches and manager transitions as the technical point of contact
Contribute to special projects including due diligence analysis and process improvement initiatives
Qualifications
Required:
Bachelor's degree in Data Science, Computer Science, Engineering, Finance, Accounting, or related field
Demonstrated programming proficiency in Python, SQL, Java, or similar languages
Advanced Excel skills with experience in automation (macros, VBA, or Python integration)
Strong analytical and problem-solving abilities with exceptional attention to detail
Excellent written and verbal communication skills, including the ability to explain technical concepts to non-technical audiences
Preferred:
Prior exposure to investment accounting, fund operations, or financial services
Familiarity with hedge funds, private equity, or alternative investment structures
Experience with data visualization tools such as Tableau or Power BI
Academic coursework or project experience in financial modeling or quantitative analysis
What Sets This Role Apart
This position is designed for technically minded professionals who have a strong interest in institutional finance and operations and can contribute to building solutions to automate repetitive tasks. You'll have meaningful input in identifying operational inefficiencies and assisting in developing tools that create lasting impact. Your work will directly support fund operations managing significant institutional assets while providing exposure to sophisticated investment strategies. The knowledge of investment operations and technical skills you develop here will form a solid foundation for growth within the financial services industry.
Commonfund is committed to building diverse teams and encourages candidates from all backgrounds to apply. We welcome recent graduates who are eager to contribute meaningfully from day one.
$53k-77k yearly est. Auto-Apply 60d+ ago
Business Analyst - Cust Ops
Dev 4.2
Operations analyst job in Stamford, CT
Spectrum
The Business Analyst serves as a liaison between the business community (Bulk MDU Markets, Network Operations, Field Operations, Customer Operations, and Billing) and technical organizations (IT, Technology Services, Engineering, and Product) and/or vendors in order to provide technical solutions to meet user needs. Possesses expertise in the business unit(s) supported as well as an understanding of the technical organization's systems and capabilities. Provides complex analysis services, translating user needs into detailed specifications to allow Information Technology Department to deliver an appropriate solution. Works independently with minimal supervision.
MAJOR DUTIES AND RESPONSIBILITIES
Actively and consistently support all efforts to simplify and enhance the customer experience.
Analyze business partner's operations to understand strengths and weaknesses in order to determine opportunities to automate processes and functions.
Assist in business process redesign and documentation as needed for new technology.
Translate high-level business requirements into functional specifications for the technical organization and/or vendors. Manage changes to such specifications.
Negotiate agreements and commitments by facilitating communication between business unit(s) and technical teams and/or vendors from initial requirements to final implementation.
Work with business partners within one business function to align technology solutions within business strategies.
Assist Project Managers in development of project plans and use associated project planning tools as needed.
Conduct feasibility studies to assess cost/benefit, efficiency and technical viability of solutions to business problems.
Analyze business processes, functions, and procedures to determine most effective business systems software to meet the needs of the organization.
Establish specifications and objectives based on business requirements and cost effectiveness; provide recommendations to management personnel.
Collaborate with management in systems development and design.
Develop test plans and coordinate software testing.
Perform other duties as assigned.
REQUIRED QUALIFICATIONS
Skills/Abilities and Knowledge
Ability to read, write, speak and understand English
Working knowledge of high speed data and WiFi products, digital portals/platforms, and required operational processes and systems
Excellent interpersonal skills and ability to present performance feedback effectively
Excellent presentation skills with small- to medium-sized groups
Strong analytical ability
Ability to work independently
Education
Bachelor's degree in business administration, computer science or related field
Related Work Experience
Procedural documentation and project implementation experience
PREFERRED QUALIFICATIONS
Skills/Abilities and Knowledge
Demonstrated project management and leadership abilities
Working knowledge of bulk MDU markets and required operational processes and systems
Education
CAPM (Certified Associate in Project Management) or CBAP (Certified Business Analysis Professional) Certifications
Related Work Experience
5 years' experience years' experience eliciting business and technical requirements in a highly complex environment of call center/customer care operations management experience
3-5 years' experience developing and refining process flows
3-5 years' experience creating test plans and executing software and/or process validation testing
WORKING CONDITIONS
Normal office conditions
$59k-82k yearly est. 60d+ ago
Loan Servicing Operations Support Analyst I
Mygsb
Operations analyst job in Wallingford, CT
Responsible for administration and product support of routine to semi-complex analytical, administrative research, creating and maintaining management tracking reports and data entry functions related to residential, consumer and commercial loans minimizing risk to the bank. This position requires a sound understanding of local, state, and federal lending compliance and regulations. Additionally, the Loan Servicing Operations Support Analyst I will be expected to assist in implementing new projects that align with the Banks' strategy of increased efficiency and prudent growth while paying attention to detail from a risk control perspective to mitigate monetary and reputation risk for the Bank.
Reporting to the Loan Servicing Operations Manager the Loan Servicing Operations Support Analyst I will ensure the efficient operation and servicing of the Bank's Commercial, Residential and Consumer Loan portfolios to include servicing and reporting of participation, investor loans, escrow administration, new loan set-up, flood, hazard and private mortgage insurance monitoring and tracking. Support monitoring and resolving issues and providing input into the overall control environment of our systems to increase operational efficiency and reduce risk. Assist in identification, control and modification of operational risks associated with Loan Servicing. Maintain a sound knowledge of regulation and law, loan accounting requirements and interpret, implement, and administer company policies, procedures, manuals and systems to ensure proper controls are in place to maintain compliance with all applicable regulations.
This position is responsible for helping to identify and make recommendations on such items as improved efficiencies, policies and procedures, actions to achieve plans and the like. The ideal candidate will embrace continuous improvement methodologies and efficiencies and operate with a keen eye towards strong and effective internal controls while driving a client first culture within their areas of responsibility.
FUNCTIONAL:
Works as a key member of the Loan Servicing Team responsible for boarding new loans to the core system and conducting the quality control new loan review, investor remittance, loan file maintenance review, loan servicing, tax escrow, insurance, loan payment, collateral documentation, participation loans, construction loans, quality control functions, report writing, paid loans and accurate document retention functions.
Work in conjunction with the Loan Servicing Operations Manager and Finance Department to ensure that charge-offs, write-downs and recoveries are processed timely and accurately on the Bank's loan systems and balance sheet.
Performs the processing and timely payment of real estate taxes, insurances and wire transfers.
Assists with clients' problems and complaints, researching records, and resolving matters.
Conducts post-closing new loan review of audit of files verifying accuracy of new loan set-up, that the loan closed in accordance with loan policy and all stipulations have been met.
Responsible for accurate and timely investor reporting for all investor loans. Ensures accuracy of sold and purchased Investor Loan System set-up. Ensures the accurate and timely incoming and outgoing remittance of monthly payments to investors and reconciliation of custodial accounts on a daily and monthly basis
Ensures compliance with Real Estate Settlement Procedures Act (RESPA) requirements as they pertain to Initial and Annual Escrow Statements.
Performs the collection of bills, disbursement of funds from escrow/General Ledger accounts and the submission of payments related to Real Estate Taxes, Flood Insurance, Homeowner's Insurance, Private Mortgage Insurance premiums.
Performs and monitors the tracking of Flood and Hazard insurance, ordering of forced place insurance as required. Also, keyman life insurance policy, stock certificates and life insurance policies pledged as collateral.
Assists in the development of new products and services that enhance internal and external client service as well as improve process effectiveness and efficiencies within the department.
Updates and monitors private mortgage insurance (PMI) mortgages to ensure compliance with the Homeowners Protection Act of 1998.
Requests as needed and validates review reports for adjustable rate interest rate changes ensuring sound quality control practices are in place and are effective.
Reviews the mortgage and loan billing statements for compliance with Dodd-Frank CFPB guidelines and accuracy.
Performs required tasks associated with the processing of delinquent and charged off accounts as directed by the Assets Recovery Manager and Finance Department.
Maintains professional and technical knowledge through attendance at workshops, courses, and seminars, through review of professional publications, and through participation in professional societies.
Maintains general awareness of trends and innovations pertaining to loan servicing technology, procedures, and compliance issues.
Performs independent Loan File setup and Documentation Review and maintenance (as needed) of new loan accounts set up in the core processing system. (Including but not limited to comparison of loan approval documentation, collateral documents and new loan edit to system set-up)
Support the on-going maintenance of the Bank's SBA program and ensure all components remain compliant with all State and Federal Regulatory guidelines.
Prepare, document and process Line of Credit advances upon client and Loan Officer request. Confirm proper approvals and sign-offs have been received in accordance with Loan Policy, complete wire transfer, process internal deposit or provide a check as requested by client.
Assist in the remediation of all exception processing items on a daily basis.
Daily and monthly report review to identify, research and resolve potential loan related issues
Participation Loan processing, balancing and monitoring for bought and sold participation loans.
Process all monetary/General Ledger transactions associated with the new loan set-up, client payments and FASB processing into the core processing system.
Perform required file maintenance within the core processing system with Loan Officer approval.
Obtain current rate indexes, monitor and review adjustable rate loans via reports and notices for Loan Products.
Process board approved loan charge offs on the Core Processing System.
Compile information and prepare month end, quarter end and year end reports for management.
Create, process and maintain accurate accounts and tracking reports for Line Commitments.
Process and monitor loan modification requests. Responsibilities include interaction with the attorney, review of documents prior to signing for accuracy and completeness. Additionally, upon execution of the documents, ensure that appropriate fees are collected, documents are complete and accurate and core processing system is updated accurately and appropriately based on document interpretation.
Respond to internal and external client inquiries and issues. Research records to determine problems and make appropriate corrections, if necessary. Provide information within the scope of knowledge and authority in accordance with the Bank's internal and external client service standards and regulatory guidelines.
Process Client initiated and e-Oscar initiated credit bureau disputes, research credit disputes and submit credit bureau corrections as needed.
Set up, track and monitor UCC fillings to ensure lien perfection and prevent lapses in filing.
Assist with audit requests to include compiling, reviewing and submitted documentation requests as needed.
Other duties as assigned.
OPERATIONAL RISK:
Review processes and procedures identifying opportunities to enhance service delivery, optimize workflows and enhance operational effectiveness and efficiencies while minimizing risk; Present ideas for discussion and implementation approval.
Ensure operational processes are in-line with the Federal and State regulatory frameworks and Bank policies and procedures.
Continually assess front to back, key process controls that effectively mitigate the Bank's operational risk and make suggestions to Management for any improvements to more effectively manage inherent risk.
COMMUNICATIONS:
Build and develop strong productive relationships with all key internal stakeholders to ensure efficiency, client satisfaction, compliance and cost management.
Actively support and promote a culture of change and ensure day-to-day service quality is maintained through periods of strategic change.
Excellent verbal and written communication skills.
PROJECT MANAGEMENT/VENDOR MANAGEMENT:
Must be able to function within a team of skilled professionals including goal setting and performance management, sharing knowledge and experience, provide guidance and collaborate with internal and external business partners to meet project goals and deadlines.
OTHER REQUIREMENTS:
Attend Compliance/Regulatory webinars for a full understanding of Lending Regulation and Compliance Requirements
Critical and Strategic thinker with a strong attention to detail.
Strong problem solving, analytical and decision-making skills. Demonstrates ability to work independently on routine to semi-complex issues and projects. High regard for important details, with excellence in attention to detail, to assure accuracy in every transaction, report and /or process; detect errors, follow through on corrections and details.
Represents the interests of the Bank by participating in various community and civic activities.
KEY QUALIFICATIONS:
Ability to work in a high activity/fast paced environment while managing associated stress.
Possess excellent organizational skills and ability to work independently.
Ability to handle ambiguity, juggle many tasks at once and quickly shift from one situation to another.
Ability to identify, research, troubleshoot and analyze problems and determine action plans to address root cause.
Documenting process flows and creating procedures for the functions performed.
Shares knowledge of processes and systems with new analysts.
Contributes to the development of re-engineering methods to improve processes, reduce risks, increase controls and/or increase client satisfaction.
Experience and/or willingness to learn to create and generate various operational, management and adhoc reports through Cognos is a plus.
Excellent communication skills, listening and negotiation skills in order to articulate ideas and thoughts clearly through various means, including written and oral communications with all levels of the organization.
Build positive working relationships with business partners to enhance the client experience.
Demonstrate commitment to providing effective client service by seeking to understand clients, internal and external, requirements and addressing their concerns.
DIGITAL LITERACY:
The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills
Information, data, and content
Teaching learning and self-development
Communication, collaboration, and participation
Digital identity, safety, and security
Technical proficiency with all bank products
Awareness and interest in new technology
Creation, innovation, and research
EDUCATION REQUIRED : 2 Year College Degree or equivalent work experience.
EXPERIENCE REQUIRED : One year to three years of similar or related experience. Superior client service skills are required, preferably within the Banking industry. Significant proficiency using Microsoft Office Products, including Word, Excel, Outlook, and One-Note is required. Advanced reporting tool and Adobe Acrobat experience is a plus.
*Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience.
Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status.
Applicants requiring reasonable accommodation in the application process should notify Human Resources.
Ascend Bank participates in E-Verify.
EOE/AA/M/F/D/V
$65k-94k yearly est. Auto-Apply 35d ago
Loan Servicing Operations Support Analyst II
Ascend Bank
Operations analyst job in Wallingford, CT
Responsible for administration and product support of routine to semi-complex analytical, administrative research, creating and maintaining management tracking reports and data entry functions related to residential, consumer and commercial loans minimizing risk to the bank. This position requires a strong understanding of local, state, and federal lending compliance and regulations. Additionally, the Loan Servicing Operations Support Analyst II will be expected to identify and assist in implementing new projects that align with the banks' strategy of increased efficiency and prudent growth while paying attention to detail from a risk control perspective to mitigate monetary and reputation risk for the bank. The analyst will provide operational guidance and support to Loan Servicing Operations Support Analyst I team members.
Reporting to the Loan Servicing Operations Manager the Loan Servicing Operations Support Analyst II will ensure the efficient operation and servicing of the Bank's Commercial, Residential and Consumer Loan portfolios to include servicing and reporting of participation, FNMA loans, escrow administration, new loan set-up, flood, hazard and private mortgage insurance monitoring and tracking. Support monitoring and resolving issues and establishing appropriate controls over use of the core and ancillary systems by increasing operational efficiency and providing guidance to peers and Colleagues within the Department. Assist in identification, control and modification of operational risks associated with Loan Servicing. Maintain a strong knowledge of regulation and law, loan accounting requirements and interpret, implement and administer company policies, procedures, manuals and systems to ensure proper controls are in place to maintain compliance with all applicable regulations.
This position is responsible for helping to identify make recommendations on such items as improved efficiencies, policies and procedures, actions to achieve plans and the like. The ideal candidate will be versed in process improvement and efficiencies and operate with a keen eye towards strong and effective internal controls while driving a client first culture within their areas of responsibility.
GENERAL DESCRIPTION OF DUTIES:
Maintains internal operational and financial controls and ensures they meet bank standards.
Demonstrates a good working knowledge of the processes and procedures and the ability to identify and implement process improvement opportunities.
Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and external clients.
May provide guidance and direction to less experienced team members.
Provide hands-on assistance to team members while serving as an escalation point for the operation's client issues and complaints.
Offer guidance to the management team in such areas as real-time operational performance, ensuring that service level targets are achieved as set by the business.
Project Management/Process owner driving initiatives, recommend improvements in business processes and ensure optimal resource utilization and audit compliant administrative process and strategy
Able to prioritize and complete daily work to meet deadlines and goals.
Subject Matter Expert for UAT with concentration in loan parameter review, maintenance, and testing
Ensures compliance with Real Estate Settlement Procedures Act (RESPA) requirements as they pertain to Initial and Annual Escrow Statements
Maintains knowledge and expertise in Loan Servicing Operations and services processes, supporting applications and their interfaces
Assist with annual Core release testing and implementation
Assist with End of Year review quality assurance related tasks
Must be able to work flexible hours and/or extended hours.
Completes all required online compliance training as assigned in a timely manner.
Assist with audit requests to include compiling, reviewing and submitted documentation requests as needed.
Other duties as assigned.
Page Break
OPERATIONAL RISK:
Review processes and procedures identifying opportunities to enhance service delivery, optimize workflows and enhance operational effectiveness and efficiencies while minimizing risk; Present ideas for discussion and implementation approval.
Ensure operational processes are robust and in-line with the risk, Federal and State regulatory frameworks and Bank policies and procedures.
Continually assess front to back, key process controls that effectively mitigate the Bank's operational risk and make suggestions to Management for any improvements to more effectively manage inherent risk.
COMMUNICATIONS:
Build and develop strong productive relationships with all key internal and external stakeholders to ensure efficiency, client satisfaction, compliance and cost management.
Actively support and promote a culture of change and ensure day-to-day service quality is maintained through periods of strategic change.
Excellent verbal and written communication skills. Ability to create influential documents, presentations and group or team facilitation.
PROJECT MANAGEMENT/VENDOR MANAGEMENT:
Speak to Departmental timelines and key activities as well as indirect impacts on other areas within the Bank on specific change management initiatives.
Must be able to function within a team of skilled professionals including goal setting and performance management, sharing knowledge and experience, provide guidance and collaborate with internal and external business partners to meet project goals and deadlines.
OTHER REQUIREMENTS:
Attend Compliance/Regulatory webinars for a full understanding of Lending Regulation and Compliance Requirements
Critical and Strategic thinker with a strong attention to detail.
Strong problem solving, analytical and decision-making skills. Demonstrates ability to work independently on complex issues and projects. High regard for important details, with excellence in attention to detail, to assure accuracy in every transaction, report and /or process; detect errors, follow through on corrections and details.
Represents the interests of the Bank by participating in various community and civic activities.
KEY QUALIFICATIONS:
Ability to work in a high activity/fast paced environment while managing associated stress.
Possess excellent organizational skills and ability to work independently.
Ability to handle ambiguity, juggle many tasks at once and quickly shift from one situation to another.
Ability to identify, research, troubleshoot and analyze problems and determine action plans to address root cause.
Documenting process flows and creating procedures for the functions performed.
Shares knowledge of processes and systems with new analysts.
Contributes to the development of re-engineering methods to improve processes, reduce risks, increase controls and/or increase client satisfaction.
Experience creating and generating various operational, management and adhoc reports through Cognos is a plus.
Excellent communication skills, listening and negotiation skills in order to articulate ideas and thoughts clearly through various means, including written and oral communications with all levels of the organization.
Build positive working relationships with business partners to enhance the client experience.
Demonstrate commitment to providing effective client service by seeking to understand clients, internal and external, requirements and addressing their concerns.
LEADERSHIP PHILOSOPHY:
Empower & Support: Prioritize employees' growth by providing resources, mentorship, and opportunities for success.
Lead with Integrity: Foster a culture of trust, transparency, and ethical decision-making.
Encourage Collaboration: Fostering an environment that leverages collaboration, innovation, and accountability to achieve strategic goals
DIGITAL LITERACY:
The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills
Information, data, and content
Teaching learning and self-development
Communication, collaboration, and participation
Digital identity, safety, and security
Technical proficiency with all bank products
Awareness and interest in new technology
Creation, innovation, and research
FUNCTION SUPERVISED: None
LIST OF POSITIONS SUPERVISED: None
EDUCATION REQUIRED: Bachelor's degree or equivalent work experience.
EXPERIENCE REQUIRED: 4-6 years of similar or related experience, minimum of 3 years of experience in Loan Servicing or related areas preferred. Superior client service skills are required, preferably within the Banking industry. Significant proficiency using Microsoft Office Products, including Word, Excel, Outlook, and One-Note is required. Advanced reporting tool and Adobe Acrobat experience is a plus.
MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibilities.
*Compensation:
Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience.
Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status.
Applicants requiring reasonable accommodation in the application process should notify Human Resources.
Ascend Bank participates in E-Verify.
EOE/AA/M/F/D/V
$65k-94k yearly est. 12d ago
Product Strategy Analyst
Usalliance Financial 4.0
Operations analyst job in Rye, NY
About Us:
At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners.
About This Role:
As a Data Analyst and member of the finance team, you will analyze competitive trends and support USALLIANCE's objectives of having highly competitive and market-leading deposit products. You will collaborate closely with finance, marketing, and other technical teams to develop and implement data-driven strategies aimed at driving growth and profitability. You will play a significant role in shaping deposit product features and recommending pricing to ensure USALLIANCE delivers exceptional deposit products for its members.
Key Responsibilities:
Analyze trends in membership growth, deposit flows, and service execution and make recommendations for deposit product or feature enhancements.
Use financial tools to measure, monitor, and forecast interest and non-interest expenses attributed to deposit products and to support planning and decision-making.
Monitor competitors and market trends to identify competitive strengths, weaknesses, and opportunities for deposit product improvement and growth.
Collaborate with cross-functional service and technical teams to implement product feature changes, focusing on target demographic needs, product feature benchmarking, service delivery, and profitability.
Contribute to the preparation of the monthly cash flow forecast report by analyzing and projecting deposit flows and month-end balances.
Assist in preparing monthly financial reports for senior management and the board of directors.
Remain current with applicable laws and regulations to ensure ongoing compliance.
Who you are:
Must have minimum of 4 years of product analyst or related experience.
Bachelor's degree in accounting, finance, or a related field.
Experience in financial analysis, preferably in the financial services sector.
Proven ability to extract data, build reports, and interpret results.
Analytical and problem-solving skills, with demonstrated capability to analyze complex data sets and derive actionable insights.
Communication and presentation skills, with proficiency in conveying complex information clearly and concisely.
Proficiency in financial and data analysis tools, such as Microsoft Excel. SQL is a bonus.
Familiarity with financial industry regulations and compliance standards.
A passion for digital innovation and a strong desire to make a meaningful impact on the future of finance.
What We Offer:
Competitive salary and benefits package
Opportunities for professional development and career growth
Hybrid Schedule (min 3 days in office to maximize collaboration)
A collaborative and inclusive work environment
Paid Time Off, Wellness Time & Paid Federal holidays
401K with 6% match
High Performance Culture
Become a part of a team where your ideas are valued, your growth is supported, and your work makes a difference. Apply today and take the next step in your career with USALLIANCE.
EQUAL OPPORTUNITY EMPLOYER
USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce.
This is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This may be modified at any time, for any reason, at the sole discretion of management.
At this time, USAlliance Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).
If you need sponsorship now or in the future, look for this statement in the before you apply: “USAlliance Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, USAlliance Federal Credit Union will not provide sponsorship for the candidate to work in the United States.
It is unlawful for USAlliance to require or administer a lie detector test as a condition of employment or continued employment. In accordance with applicable state laws, an employer who violates this law shall be subject to criminal penalties and civil liability.
In the spirit of pay transparency, we are excited to share the base salary/hourly range for this position is $73,979.75 - $94,324.18 , exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package.
All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.
$74k-94.3k yearly Auto-Apply 60d+ ago
Client Side App Application Support Analyst
Pathwayrp
Operations analyst job in Wilton, CT
EmTacq specializes in
EM
ployer
T
alent
ACQ
uisitions, matching the most qualified candidates with the most competitive positions available. We pride ourselves on not just putting bodies in seats, rather matching professionals to their careers. We are headquartered in the Raleigh / Durham, NC area. However, as a recruiting agency we service companies and candidates across the United States. We are your best source for professional, value driven low cost recruitment services.
Job Description
To provide tier 2-3 support to the various desktop applications to the multiple user communities.
Candidates appropriate for the role would likely have career experience in the financial services industry.
This role focuses on resolving complicated problems that could be caused by a variety of desktop, application, or network issues. This is a very hands-on role requiring advanced technical expertise and exceptional judgment while working with end users and production systems.
Analyzing incident requests, diagnosis and root cause determination for resolution
Provide desktop support for all desktop-based applications for a variety of users in different physical locations. Must be able to effectively troubleshoot a wide variety of application, software, and network-related issues
Handle permissions, and troubleshooting of Citrix XenApp-based applications,
Support and troubleshoot desktop applications including Microsoft Office (Outlook, Word, Excel, PowerPoint, Access), financial market data applications (Bloomberg, Reuters, and others), and third party web-based applications
Quickly ascertain details of proprietary applications and troubleshoot effectively when there may be limited documentation or vendor resources.
Perform tier 2-3 support for advanced problems with enterprise applications
Understand and support environments with mixed database connectivity (Oracle 9, 10, 11, and SQL 2005, 2008). Full understanding of Windows ODBC stack and associated troubleshooting, as well as deep knowledge of underlying Windows application framework (DLL, etc.).
Utilize extensive toolset to troubleshoot performance, connectivity, and latency problems to their resolution
Operate within the defined workflow which captures user requests, resolves issues, and closes the loop by verifying the end user and application owner are satisfied with the solution
The candidate will the problem and ensure that it is successfully resolved, even if interfacing with other teams and groups is required.
Prioritize multiple projects and user requests in an ongoing basis
Qualifications
Extensive experience delivering end user support services to executive groups and departments within investment and/or financial services firms (banks, prime brokerage companies, trading firms)
Extensive hands-on experience and deep knowledge of the Microsoft operating system and Office suite of applications, Internet Explorer and Web browser technologies, and advanced user knowledge of the Microsoft Windows operating system
Extensive knowledge of Citrix XenApp-based applications, permissions, and troubleshooting.
Proven experience managing processes and operations an enterprise environment
Technical experience with systems analysis, design, and/or programming
Candidates must be professional, service oriented, articulate, able to explain technical matters in a clear and concise manner, patient, and must have a genuine interest in proactively helping others in their technical matters
Must demonstrate an ability and interest in having a hands-on technical approach to the End-User Application Support function
Must have an ability to work on multiple concurrent projects, prioritize accordingly, and follow-thru to completion
MS Office, common business tools (Adobe, IE, etc.)
General understanding of Active Directory, role-based security, and group policy management
Strong written and oral communication skills
Excellent problem-solving and quantitative skills
Demonstrated ability to work as part of a team
Solid work ethic, self-driven with the ability to work with minimal supervision
Minimal Travel
Additional Information
Must be a US citizen or Green Card holder
All your information will be kept confidential according to EEO guidelines.
$77k-109k yearly est. 60d+ ago
Loan Servicing Operations Support Analyst I
Guilford Savings Bank 3.8
Operations analyst job in Wallingford, CT
Responsible for administration and product support of routine to semi-complex analytical, administrative research, creating and maintaining management tracking reports and data entry functions related to residential, consumer and commercial loans minimizing risk to the bank. This position requires a sound understanding of local, state, and federal lending compliance and regulations. Additionally, the Loan Servicing Operations Support Analyst I will be expected to assist in implementing new projects that align with the Banks' strategy of increased efficiency and prudent growth while paying attention to detail from a risk control perspective to mitigate monetary and reputation risk for the Bank.
Reporting to the Loan Servicing Operations Manager the Loan Servicing Operations Support Analyst I will ensure the efficient operation and servicing of the Bank's Commercial, Residential and Consumer Loan portfolios to include servicing and reporting of participation, investor loans, escrow administration, new loan set-up, flood, hazard and private mortgage insurance monitoring and tracking. Support monitoring and resolving issues and providing input into the overall control environment of our systems to increase operational efficiency and reduce risk. Assist in identification, control and modification of operational risks associated with Loan Servicing. Maintain a sound knowledge of regulation and law, loan accounting requirements and interpret, implement, and administer company policies, procedures, manuals and systems to ensure proper controls are in place to maintain compliance with all applicable regulations.
This position is responsible for helping to identify and make recommendations on such items as improved efficiencies, policies and procedures, actions to achieve plans and the like. The ideal candidate will embrace continuous improvement methodologies and efficiencies and operate with a keen eye towards strong and effective internal controls while driving a client first culture within their areas of responsibility.
FUNCTIONAL:
Works as a key member of the Loan Servicing Team responsible for boarding new loans to the core system and conducting the quality control new loan review, investor remittance, loan file maintenance review, loan servicing, tax escrow, insurance, loan payment, collateral documentation, participation loans, construction loans, quality control functions, report writing, paid loans and accurate document retention functions.
Work in conjunction with the Loan Servicing Operations Manager and Finance Department to ensure that charge-offs, write-downs and recoveries are processed timely and accurately on the Bank's loan systems and balance sheet.
Performs the processing and timely payment of real estate taxes, insurances and wire transfers.
Assists with clients' problems and complaints, researching records, and resolving matters.
Conducts post-closing new loan review of audit of files verifying accuracy of new loan set-up, that the loan closed in accordance with loan policy and all stipulations have been met.
Responsible for accurate and timely investor reporting for all investor loans. Ensures accuracy of sold and purchased Investor Loan System set-up. Ensures the accurate and timely incoming and outgoing remittance of monthly payments to investors and reconciliation of custodial accounts on a daily and monthly basis
Ensures compliance with Real Estate Settlement Procedures Act (RESPA) requirements as they pertain to Initial and Annual Escrow Statements.
Performs the collection of bills, disbursement of funds from escrow/General Ledger accounts and the submission of payments related to Real Estate Taxes, Flood Insurance, Homeowner's Insurance, Private Mortgage Insurance premiums.
Performs and monitors the tracking of Flood and Hazard insurance, ordering of forced place insurance as required. Also, keyman life insurance policy, stock certificates and life insurance policies pledged as collateral.
Assists in the development of new products and services that enhance internal and external client service as well as improve process effectiveness and efficiencies within the department.
Updates and monitors private mortgage insurance (PMI) mortgages to ensure compliance with the Homeowners Protection Act of 1998.
Requests as needed and validates review reports for adjustable rate interest rate changes ensuring sound quality control practices are in place and are effective.
Reviews the mortgage and loan billing statements for compliance with Dodd-Frank CFPB guidelines and accuracy.
Performs required tasks associated with the processing of delinquent and charged off accounts as directed by the Assets Recovery Manager and Finance Department.
Maintains professional and technical knowledge through attendance at workshops, courses, and seminars, through review of professional publications, and through participation in professional societies.
Maintains general awareness of trends and innovations pertaining to loan servicing technology, procedures, and compliance issues.
Performs independent Loan File setup and Documentation Review and maintenance (as needed) of new loan accounts set up in the core processing system. (Including but not limited to comparison of loan approval documentation, collateral documents and new loan edit to system set-up)
Support the on-going maintenance of the Bank's SBA program and ensure all components remain compliant with all State and Federal Regulatory guidelines.
Prepare, document and process Line of Credit advances upon client and Loan Officer request. Confirm proper approvals and sign-offs have been received in accordance with Loan Policy, complete wire transfer, process internal deposit or provide a check as requested by client.
Assist in the remediation of all exception processing items on a daily basis.
Daily and monthly report review to identify, research and resolve potential loan related issues
Participation Loan processing, balancing and monitoring for bought and sold participation loans.
Process all monetary/General Ledger transactions associated with the new loan set-up, client payments and FASB processing into the core processing system.
Perform required file maintenance within the core processing system with Loan Officer approval.
Obtain current rate indexes, monitor and review adjustable rate loans via reports and notices for Loan Products.
Process board approved loan charge offs on the Core Processing System.
Compile information and prepare month end, quarter end and year end reports for management.
Create, process and maintain accurate accounts and tracking reports for Line Commitments.
Process and monitor loan modification requests. Responsibilities include interaction with the attorney, review of documents prior to signing for accuracy and completeness. Additionally, upon execution of the documents, ensure that appropriate fees are collected, documents are complete and accurate and core processing system is updated accurately and appropriately based on document interpretation.
Respond to internal and external client inquiries and issues. Research records to determine problems and make appropriate corrections, if necessary. Provide information within the scope of knowledge and authority in accordance with the Bank's internal and external client service standards and regulatory guidelines.
Process Client initiated and e-Oscar initiated credit bureau disputes, research credit disputes and submit credit bureau corrections as needed.
Set up, track and monitor UCC fillings to ensure lien perfection and prevent lapses in filing.
Assist with audit requests to include compiling, reviewing and submitted documentation requests as needed.
Other duties as assigned.
OPERATIONAL RISK:
Review processes and procedures identifying opportunities to enhance service delivery, optimize workflows and enhance operational effectiveness and efficiencies while minimizing risk; Present ideas for discussion and implementation approval.
Ensure operational processes are in-line with the Federal and State regulatory frameworks and Bank policies and procedures.
Continually assess front to back, key process controls that effectively mitigate the Bank's operational risk and make suggestions to Management for any improvements to more effectively manage inherent risk.
COMMUNICATIONS:
Build and develop strong productive relationships with all key internal stakeholders to ensure efficiency, client satisfaction, compliance and cost management.
Actively support and promote a culture of change and ensure day-to-day service quality is maintained through periods of strategic change.
Excellent verbal and written communication skills.
PROJECT MANAGEMENT/VENDOR MANAGEMENT:
Must be able to function within a team of skilled professionals including goal setting and performance management, sharing knowledge and experience, provide guidance and collaborate with internal and external business partners to meet project goals and deadlines.
OTHER REQUIREMENTS:
Attend Compliance/Regulatory webinars for a full understanding of Lending Regulation and Compliance Requirements
Critical and Strategic thinker with a strong attention to detail.
Strong problem solving, analytical and decision-making skills. Demonstrates ability to work independently on routine to semi-complex issues and projects. High regard for important details, with excellence in attention to detail, to assure accuracy in every transaction, report and /or process; detect errors, follow through on corrections and details.
Represents the interests of the Bank by participating in various community and civic activities.
KEY QUALIFICATIONS:
Ability to work in a high activity/fast paced environment while managing associated stress.
Possess excellent organizational skills and ability to work independently.
Ability to handle ambiguity, juggle many tasks at once and quickly shift from one situation to another.
Ability to identify, research, troubleshoot and analyze problems and determine action plans to address root cause.
Documenting process flows and creating procedures for the functions performed.
Shares knowledge of processes and systems with new analysts.
Contributes to the development of re-engineering methods to improve processes, reduce risks, increase controls and/or increase client satisfaction.
Experience and/or willingness to learn to create and generate various operational, management and adhoc reports through Cognos is a plus.
Excellent communication skills, listening and negotiation skills in order to articulate ideas and thoughts clearly through various means, including written and oral communications with all levels of the organization.
Build positive working relationships with business partners to enhance the client experience.
Demonstrate commitment to providing effective client service by seeking to understand clients, internal and external, requirements and addressing their concerns.
DIGITAL LITERACY:
The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills
Information, data, and content
Teaching learning and self-development
Communication, collaboration, and participation
Digital identity, safety, and security
Technical proficiency with all bank products
Awareness and interest in new technology
Creation, innovation, and research
EDUCATION REQUIRED : 2 Year College Degree or equivalent work experience.
EXPERIENCE REQUIRED : One year to three years of similar or related experience. Superior client service skills are required, preferably within the Banking industry. Significant proficiency using Microsoft Office Products, including Word, Excel, Outlook, and One-Note is required. Advanced reporting tool and Adobe Acrobat experience is a plus.
*Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience.
Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status.
Applicants requiring reasonable accommodation in the application process should notify Human Resources.
Ascend Bank participates in E-Verify.
EOE/AA/M/F/D/V
$54k-69k yearly est. Auto-Apply 35d ago
Junior Analyst 832615
Capstone Search Advisors
Operations analyst job in Norwalk, CT
Fairfield County Hedge Fund is seeking a Cash Management Analyst to join the Treasury Operations team within their Trading Services department. This individual will be involved with all aspects of cash management, including, but not limited to, margin analysis, wire transfer processing, cash account reconciliation and operational support.
Responsibilities
Processing of all daily margin cashflows & trading settlements
Cash & liquidity management including collateral analysis, daily funding of cash accounts and forecasting
Ongoing development & enhancement of the firm's treasury platform and associated procedures
Issue and respond to daily margin movements (i.e., comparison of broker valuations, identification, escalation and resolution to margin disputes, etc.)
Daily portfolio trade, cash and position reconciliations between internal records, administrator and the brokers for all product types
Ensure the accuracy of trade bookings, pricing and other deliverables
Analyze FX exposure and coordinate execution for various entities
Assist in the preparation and consolidation of reports distributed to Senior Management
Participate in operations related projects and respond to ad-hoc requests
Engage in relevant industry initiatives and developments
Requirements
BS/BA in Finance or related field
2-3 years of treasury or cash management experience
Understanding of margin, portfolio financing and collateral agreements
Understanding of cash management controls and best practices
Familiarity with wire entry, template creation and electronic payment platforms
Knowledge of cleared and OTC derivatives, FX, equities and fixed income markets
Ability to work with highest level of accuracy in a time-sensitive environment
Excellent organizational, analytical and communication skills
Advanced user of Word, Excel, and Windows
$53k-83k yearly est. 45d ago
Project Analyst
The Project Analyst
Operations analyst job in Bethel, CT
The Project Analyst is an entry level Project Manager that is responsible for coordinating the scope of work between internal resources and external customers to deliver projects on time and on budget. Working closely with Sr Project Manager and Team Lead to understand and master ComNet's internal project support and processes, from project kick off to project close out.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Work with Team Lead and Operations Team to provide proper safety training and PPE for all projects
Work with Operations Team and Team Lead to provide proper staffing and necessary tools for project
Order proper materials in a timely manner for each project
Track labor and material cost throughout the project; invoice projects quickly to maximize cash flow
Utilize technology and project dashboards to track project lifecycle and profitability
Provide technical assistance to field personnel
Approve and sign all material invoices and technician timesheets
Generate and submit change order pricing for all items outside the approved original scope of work
Perform on-site inspections of local work locations at the project start, midpoint and completion
Provide required closeout documentation including ‘as-built' drawings, cable certification reports and applicable warranties
Develop new subcontractor relationships; strengthen existing relationships
Other duties as assigned
JOB REQUIREMENTS
Bachelor Degree or 5 plus years field experience in a leadership capacity
2 plus years construction experience reading blueprints and managing project profitability
Experience working on telecommunication construction projects a plus
Ability to read, analyze and decipher scopes of work
Excellent oral and written communication skills
Effective interpersonal skills
Prove success providing superior customer service to both internal and external customers
Ability to lead people and obtain results through others
Ability to prioritize conflicting demands
Ability to train and direct others
Ability to work effectively with co-workers and customers
Valid driver's license and clean driving record
Ability to see things at close vision
Ability to lift and/or move up to 10 pounds
The worker is subject to inside and outside environmental conditions while working or reviewing customer work locations.
AA/EEO
This job description in no way states or implies that these are the only duties to be performed by the employee incumbent in this position. An employee will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent will possess the skills, aptitudes and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills or abilities.
$66k-94k yearly est. Auto-Apply 2d ago
Analyst Internship
Bodner Law Group
Operations analyst job in Westport, CT
Job Description: Paid Internship
Lendmarq, a leading private real estate lender based in Miami, Florida, is seeking a highly motivated college student, rising junior or senior to join our team in Westport, Connecticut. As an Intern, you will have the opportunity to gain hands -on experience in the real estate and capital markets, working closely with our management team and learning about underwriting, loan processing, and capital markets.
We are looking for candidates that are passionate about real estate and finance with a strong work ethic, and a willingness to learn. This internship will provide a unique opportunity for the right candidate to potentially grow and mature into an Analyst role with Lendmarq.
Key Responsibilities:
· Support the management team with data analysis and research projects
· Assist in the preparation of loan packages and presentations
· Assist in gathering loan data and documents to facilitate the closing of loans
· Work closely with the management team to learn about underwriting, loan processing, and capital markets
· Contribute to the day -to -day operations of the Company
· Excel, Word and PowerPoint skills
Requirements
Requirements:
· Currently enrolled in a business -related degree program, with a preferred focus on finance, economics, accounting, or real estate
· Strong analytical skills with proficiency in Microsoft Excel
· Excellent written and verbal communication skills
· A strong work ethic, attention to detail, and ability to multitask
· A self -starter with a positive and proactive attitude
· Available to work in the Westport, CT office for a minimum of 20 hours per week - Westport is served by Metro -North. A shuttle bus is available during business hours to and from the station.
Lendmarq is an entrepreneurial environment that values transparency and a passion for learning and improvement. If you are looking for an opportunity to gain real -world experience in the real estate and finance industry and potentially mature into an Analyst role, this internship is the perfect opportunity for you.
Lendmarq is an equal opportunity employer
$35k-56k yearly est. 60d+ ago
Transportation Analyst Intern
Henkel 4.7
Operations analyst job in Stamford, CT
Consumer BrandsLogistics / Supply ChainUnited States, Stamford, CT, CTFull TimeLimited **_About_** **_this_** **_Position_** At Henkel, you'll be part of an organization that's shaping the future through innovation, sustainability and collaboration. With our trusted brands like Persil , 'all , Loctite , Snuggle , and Schwarzkopf and our cutting-edge technologies, you'll have countless opportunities to explore new paths and grow.
This position is with our Consumer Brands business unit - where we empower our employees to bring the best Laundry & Home Care and Hair products to people around the world.
**Dare to learn new skills, advance in your career and make an impact at Henkel.**
**What you'll do**
As a Transportation Analyst Intern, you will:
+ Support the day-to-day execution of a multi-million dollar transportation portfolio, ensuring operational efficiency.
+ Assist in managing supplier relationships and performance tracking.
+ Contribute to key projects that drive business growth and process improvement.
+ Create and execute analytical projects to uncover cost-saving opportunities and optimize logistics.
+ Collaborate with cross-functional teams to support strategic transportation initiatives.
**What makes you a good fit**
+ A rising sophomore or rising junior graduating in 2028 or 2029 pursuing a degree in Supply Chain Management
+ Strong verbal and written communication skills for effective cross-functional collaboration
+ Previous internship or relevant work experience in supply chain, logistics, or business analysis
+ Demonstrated campus leadership or involvement in student organizations or projects
+ Proficiency in Microsoft Excel for data analysis and reporting
+ Familiarity with Power BI
**Some benefits of joining Henkel as an intern**
+ Exciting projects that allow you to make real impact and collaborate with Henkel colleagues worldwide.
+ Countless learning opportunities available through Henkel's online learning platform with over 9,000 professional courses.
+ Networking events with Henkel business leaders, experts and sustainability ambassadors.
+ Ongoing feedback discussions throughout the internship that allow you to accomplish concrete goals.
+ In-person and virtual social events to connect with other Henkel interns across the country.
**Following your internship, you may be invited to join Henkel as a returning intern or full-time employee. **
**Additional information**
+ This internship is eligible for a housing stipend or relocation support.
+ Henkel's Summer 2026 internship program starts on May 27th, 2026, and runs through mid-August.
+ Recruitment for our 2026 internships starts in late August 2025 and runs through early March 2026 or until all our positions are filled.
+ If selected to move forward in our recruitment process, you will receive an email from our talent acquisition team.
+ If a position you applied to is filled by another candidate, you will receive an email from our team alerting you that the position is closed.
The salary for this role is $22-$27/hour. This is the range that we in good faith anticipate relying on when setting wages for this position. We may ultimately pay more or less than the posted range and this range. This salary range may also be modified in the future.
Henkel is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
**JOB ID:** req74893
**Job Locations:** United States, CT, Stamford, CT
**Contact information for application-related questions:** *****************************
Please do not use this email address for sending your application or CV. To apply, please click on the "Apply for this role" button below. Applications sent via e-mail will not be accepted.
**Application Deadline:** As long as the vacancy is listed on our Career Site, we are happy to receive your application
**Job-Center:** If you have an application already, you can create or log in to your accounthere (******************************************************************************************************************************************************** to check the status of your application. In case of new account creation, please use your email address that you applied with.
$22-27 hourly Easy Apply 60d+ ago
Technology Analyst - Java / J2EE
Avance Consulting Services 4.4
Operations analyst job in Stamford, CT
Warm Greetings!
My name is Srinath and I am a Sr. Technical Recruiter with Avance Consulting. We are a leading consulting company and have been in consulting business for last 10 years. We are primary vendors to several Fortune 1000, Investment Banks and Financial companies.
I found your resume on one of the job boards and it looks to be a good fit for an open position we have. Please review the listed below. If you are interested, please respond with your updated resume or give me a call on ************ Ext 238 at your earliest convenience. If you are not looking for new roles, please forward this email to someone either from your professional network or friends who are looking for new opportunities since we have an excellent referral program.
Hi,
I have Opportunity with one of my client, please find below Job Description for your review. If you are interested please forward me your updated resume along with your contact details to discuss further.
Role: Technology Analyst - Java / J2EE
Duration: Full time / Permanent
Location: Stamford CT
Qualifications
Basic
• Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
• At least 2 years of experience with Information Technology.
Preferred
• At least 2 years of hands-on experience on Java (core), J2EE,Servlet, JSP, HTTP/CSS, JavaScript and frameworks
• At least 2 years of hands-on experience on Sybase or MS SQL Server (stored procedures, triggers, batches)
• At least 2 years of hands-on experience with Perl scripting, UNIX shell scripting, windows scripting
• At least 2 years of hands-on experience on Database modeling
• At least 2 years of hands-on experience on XML technologies including XSD and XSLT
• At least 1 year of experience on Middleware (MQ, JMS) and Oracle
• At least 2 years of experience in software development life cycle.
• At least 2 years of experience in translating functional/non-functional requirements to system requirements.
• Experience and understanding of in Production support and performance engineering.
• Technical Skills.
• Ability to work in team environment and client interfacing skills.
• Analytical skills
• Experience and desire to work in a Global delivery environment
Qualifications
• Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
Additional Information
All your information will be kept confidential according to EEO guidelines.
$74k-107k yearly est. 60d+ ago
Fund Operations Analyst
Commonfund 4.2
Operations analyst job in Norwalk, CT
Job Description
Fund OperationsAnalyst
Department: Fund Operations Reports To: Director of Fund Operations
About the Role
We are seeking a technically skilled recent graduate with a foundation in data science, computer science, or engineering who is interested in applying their expertise to investment operations. This role is ideal for an analytical problem solver who wants to learn institutional investment fund operations while applying technical skills to build efficiency into the fund oversight process.
As a Fund OperationsAnalyst, you'll be responsible for various control procedures utilized to ensure timely and accurate reporting of valuations, performance and trading activity for institutional investment funds. You will help to bridge complex financial operations with modern automation techniques. This will include developing scripts that streamline manual processes, creating tools that identify discrepancies across large datasets, and transforming data from multiple sources into actionable insights. This position offers the opportunity to apply technical skills to optimize mission-critical fund operations while gaining exposure to institutional investment management.
The Wilton office is moving to Merritt 7, Norwalk in December of 2025. Interested candidates should apply online at *********************************** with a resume and cover letter.
What You'll Actually Do
Analyze & Investigate
Data reconciliation: Match investment manager data against administrator records across multiple sources
Fund NAVs: Review fund accounting packages to verify accuracy of fund Net Asset Values
Performance analytics: Compare fund returns against benchmarks, investigate variances, and identify trends
Risk identification: Spot potential valuation issues, trade breaks, and reporting errors before they escalate
Cash flow modeling: Track and allocate capital movements across funds and separate accounts
Reporting: Assist with year-end audits, financial statement reviews, and regulatory reporting
Build & Automate
Develop automation tools using Python, SQL, or similar languages to reconcile data from investment managers, administrators, and custodians
Create scripts and dashboards that flag discrepancies automatically instead of relying on manual reviews
Optimize existing processes by identifying bottlenecks and implementing data-driven solutions
Integrate new technologies into daily workflows (Canoe, Salesforce, Power BI, internal databases)
Design and monitor data validation systems for daily, weekly, and monthly fund valuations
Collaborate & Learn
Work with investment teams, external managers, and administrators to resolve discrepancies
Support fund launches and manager transitions as the technical point of contact
Contribute to special projects including due diligence analysis and process improvement initiatives
Qualifications
Required:
Bachelor's degree in Data Science, Computer Science, Engineering, Finance, Accounting, or related field
Demonstrated programming proficiency in Python, SQL, Java, or similar languages
Advanced Excel skills with experience in automation (macros, VBA, or Python integration)
Strong analytical and problem-solving abilities with exceptional attention to detail
Excellent written and verbal communication skills, including the ability to explain technical concepts to non-technical audiences
Preferred:
Prior exposure to investment accounting, fund operations, or financial services
Familiarity with hedge funds, private equity, or alternative investment structures
Experience with data visualization tools such as Tableau or Power BI
Academic coursework or project experience in financial modeling or quantitative analysis
What Sets This Role Apart
This position is designed for technically minded professionals who have a strong interest in institutional finance and operations and can contribute to building solutions to automate repetitive tasks. You'll have meaningful input in identifying operational inefficiencies and assisting in developing tools that create lasting impact. Your work will directly support fund operations managing significant institutional assets while providing exposure to sophisticated investment strategies. The knowledge of investment operations and technical skills you develop here will form a solid foundation for growth within the financial services industry.
Commonfund is committed to building diverse teams and encourages candidates from all backgrounds to apply. We welcome recent graduates who are eager to contribute meaningfully from day one.
$53k-77k yearly est. 16d ago
Product Strategy Analyst
Usalliance Financial 4.0
Operations analyst job in Rye, NY
About Us:
At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners.
About This Role:
As a Data Analyst and member of the finance team, you will analyze competitive trends and support USALLIANCE's objectives of having highly competitive and market-leading deposit products. You will collaborate closely with finance, marketing, and other technical teams to develop and implement data-driven strategies aimed at driving growth and profitability. You will play a significant role in shaping deposit product features and recommending pricing to ensure USALLIANCE delivers exceptional deposit products for its members.
Key Responsibilities:
Analyze trends in membership growth, deposit flows, and service execution and make recommendations for deposit product or feature enhancements.
Use financial tools to measure, monitor, and forecast interest and non-interest expenses attributed to deposit products and to support planning and decision-making.
Monitor competitors and market trends to identify competitive strengths, weaknesses, and opportunities for deposit product improvement and growth.
Collaborate with cross-functional service and technical teams to implement product feature changes, focusing on target demographic needs, product feature benchmarking, service delivery, and profitability.
Contribute to the preparation of the monthly cash flow forecast report by analyzing and projecting deposit flows and month-end balances.
Assist in preparing monthly financial reports for senior management and the board of directors.
Remain current with applicable laws and regulations to ensure ongoing compliance.
Who you are:
Must have minimum of 4 years of product analyst or related experience.
Bachelor's degree in accounting, finance, or a related field.
Experience in financial analysis, preferably in the financial services sector.
Proven ability to extract data, build reports, and interpret results.
Analytical and problem-solving skills, with demonstrated capability to analyze complex data sets and derive actionable insights.
Communication and presentation skills, with proficiency in conveying complex information clearly and concisely.
Proficiency in financial and data analysis tools, such as Microsoft Excel. SQL is a bonus.
Familiarity with financial industry regulations and compliance standards.
A passion for digital innovation and a strong desire to make a meaningful impact on the future of finance.
What We Offer:
Competitive salary and benefits package
Opportunities for professional development and career growth
Hybrid Schedule (min 3 days in office to maximize collaboration)
A collaborative and inclusive work environment
Paid Time Off, Wellness Time & Paid Federal holidays
401K with 6% match
High Performance Culture
Become a part of a team where your ideas are valued, your growth is supported, and your work makes a difference. Apply today and take the next step in your career with USALLIANCE.
EQUAL OPPORTUNITY EMPLOYER
USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce.
This is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This may be modified at any time, for any reason, at the sole discretion of management.
At this time, USAlliance Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).
If you need sponsorship now or in the future, look for this statement in the before you apply: “USAlliance Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, USAlliance Federal Credit Union will not provide sponsorship for the candidate to work in the United States.
It is unlawful for USAlliance to require or administer a lie detector test as a condition of employment or continued employment. In accordance with applicable state laws, an employer who violates this law shall be subject to criminal penalties and civil liability.
In the spirit of pay transparency, we are excited to share the base salary/hourly range for this position is $73,979.75 - $94,324.18, exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package.
All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.
$74k-94.3k yearly 21d ago
Loan Servicing Operations Support Analyst II
Guilford Savings Bank 3.8
Operations analyst job in Wallingford, CT
Responsible for administration and product support of routine to semi-complex analytical, administrative research, creating and maintaining management tracking reports and data entry functions related to residential, consumer and commercial loans minimizing risk to the bank. This position requires a strong understanding of local, state, and federal lending compliance and regulations. Additionally, the Loan Servicing Operations Support Analyst II will be expected to identify and assist in implementing new projects that align with the banks' strategy of increased efficiency and prudent growth while paying attention to detail from a risk control perspective to mitigate monetary and reputation risk for the bank. The analyst will provide operational guidance and support to Loan Servicing Operations Support Analyst I team members.
Reporting to the Loan Servicing Operations Manager the Loan Servicing Operations Support Analyst II will ensure the efficient operation and servicing of the Bank's Commercial, Residential and Consumer Loan portfolios to include servicing and reporting of participation, FNMA loans, escrow administration, new loan set-up, flood, hazard and private mortgage insurance monitoring and tracking. Support monitoring and resolving issues and establishing appropriate controls over use of the core and ancillary systems by increasing operational efficiency and providing guidance to peers and Colleagues within the Department. Assist in identification, control and modification of operational risks associated with Loan Servicing. Maintain a strong knowledge of regulation and law, loan accounting requirements and interpret, implement and administer company policies, procedures, manuals and systems to ensure proper controls are in place to maintain compliance with all applicable regulations.
This position is responsible for helping to identify make recommendations on such items as improved efficiencies, policies and procedures, actions to achieve plans and the like. The ideal candidate will be versed in process improvement and efficiencies and operate with a keen eye towards strong and effective internal controls while driving a client first culture within their areas of responsibility.
GENERAL DESCRIPTION OF DUTIES:
Maintains internal operational and financial controls and ensures they meet bank standards.
Demonstrates a good working knowledge of the processes and procedures and the ability to identify and implement process improvement opportunities.
Ensures quality service and effective and efficient operations support for the assigned area's internal business partners and external clients.
May provide guidance and direction to less experienced team members.
Provide hands-on assistance to team members while serving as an escalation point for the operation's client issues and complaints.
Offer guidance to the management team in such areas as real-time operational performance, ensuring that service level targets are achieved as set by the business.
Project Management/Process owner driving initiatives, recommend improvements in business processes and ensure optimal resource utilization and audit compliant administrative process and strategy
Able to prioritize and complete daily work to meet deadlines and goals.
Subject Matter Expert for UAT with concentration in loan parameter review, maintenance, and testing
Ensures compliance with Real Estate Settlement Procedures Act (RESPA) requirements as they pertain to Initial and Annual Escrow Statements
Maintains knowledge and expertise in Loan Servicing Operations and services processes, supporting applications and their interfaces
Assist with annual Core release testing and implementation
Assist with End of Year review quality assurance related tasks
Must be able to work flexible hours and/or extended hours.
Completes all required online compliance training as assigned in a timely manner.
Assist with audit requests to include compiling, reviewing and submitted documentation requests as needed.
Other duties as assigned.
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OPERATIONAL RISK:
Review processes and procedures identifying opportunities to enhance service delivery, optimize workflows and enhance operational effectiveness and efficiencies while minimizing risk; Present ideas for discussion and implementation approval.
Ensure operational processes are robust and in-line with the risk, Federal and State regulatory frameworks and Bank policies and procedures.
Continually assess front to back, key process controls that effectively mitigate the Bank's operational risk and make suggestions to Management for any improvements to more effectively manage inherent risk.
COMMUNICATIONS:
Build and develop strong productive relationships with all key internal and external stakeholders to ensure efficiency, client satisfaction, compliance and cost management.
Actively support and promote a culture of change and ensure day-to-day service quality is maintained through periods of strategic change.
Excellent verbal and written communication skills. Ability to create influential documents, presentations and group or team facilitation.
PROJECT MANAGEMENT/VENDOR MANAGEMENT:
Speak to Departmental timelines and key activities as well as indirect impacts on other areas within the Bank on specific change management initiatives.
Must be able to function within a team of skilled professionals including goal setting and performance management, sharing knowledge and experience, provide guidance and collaborate with internal and external business partners to meet project goals and deadlines.
OTHER REQUIREMENTS:
Attend Compliance/Regulatory webinars for a full understanding of Lending Regulation and Compliance Requirements
Critical and Strategic thinker with a strong attention to detail.
Strong problem solving, analytical and decision-making skills. Demonstrates ability to work independently on complex issues and projects. High regard for important details, with excellence in attention to detail, to assure accuracy in every transaction, report and /or process; detect errors, follow through on corrections and details.
Represents the interests of the Bank by participating in various community and civic activities.
KEY QUALIFICATIONS:
Ability to work in a high activity/fast paced environment while managing associated stress.
Possess excellent organizational skills and ability to work independently.
Ability to handle ambiguity, juggle many tasks at once and quickly shift from one situation to another.
Ability to identify, research, troubleshoot and analyze problems and determine action plans to address root cause.
Documenting process flows and creating procedures for the functions performed.
Shares knowledge of processes and systems with new analysts.
Contributes to the development of re-engineering methods to improve processes, reduce risks, increase controls and/or increase client satisfaction.
Experience creating and generating various operational, management and adhoc reports through Cognos is a plus.
Excellent communication skills, listening and negotiation skills in order to articulate ideas and thoughts clearly through various means, including written and oral communications with all levels of the organization.
Build positive working relationships with business partners to enhance the client experience.
Demonstrate commitment to providing effective client service by seeking to understand clients, internal and external, requirements and addressing their concerns.
LEADERSHIP PHILOSOPHY:
Empower & Support: Prioritize employees' growth by providing resources, mentorship, and opportunities for success.
Lead with Integrity: Foster a culture of trust, transparency, and ethical decision-making.
Encourage Collaboration: Fostering an environment that leverages collaboration, innovation, and accountability to achieve strategic goals
DIGITAL LITERACY:
The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills
Information, data, and content
Teaching learning and self-development
Communication, collaboration, and participation
Digital identity, safety, and security
Technical proficiency with all bank products
Awareness and interest in new technology
Creation, innovation, and research
FUNCTION SUPERVISED: None
LIST OF POSITIONS SUPERVISED: None
EDUCATION REQUIRED: Bachelor's degree or equivalent work experience.
EXPERIENCE REQUIRED: 4-6 years of similar or related experience, minimum of 3 years of experience in Loan Servicing or related areas preferred. Superior client service skills are required, preferably within the Banking industry. Significant proficiency using Microsoft Office Products, including Word, Excel, Outlook, and One-Note is required. Advanced reporting tool and Adobe Acrobat experience is a plus.
MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibilities.
*Compensation:
Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience.
Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status.
Applicants requiring reasonable accommodation in the application process should notify Human Resources.
Ascend Bank participates in E-Verify.
EOE/AA/M/F/D/V
How much does an operations analyst earn in Danbury, CT?
The average operations analyst in Danbury, CT earns between $41,000 and $90,000 annually. This compares to the national average operations analyst range of $44,000 to $90,000.