Credit Risk Review Officer
Origin Bank job in Dallas, TX
Summary Analyzes credit data and financial statements of individuals and/or firms to determine the degree of risk involved for the administration of an effective post-closing annual credit review function for the bank as well as daily management support of assigned covenant compliance tests for commercial clients by performing the following duties.
Essential Duties and Responsibilities include the following.
* Performs annual reviews on credit relationships of $2,500,000 and greater.
* Identifies and analyzes areas of potential risk to the assets, earning capacity, or success of organization (including but not limited to more complex credits).
* Gathers risk-related data from internal or external resources in order to analyze credit data and financial statements to determine the degree of risk involved.
* Performs and administers the loan agreement covenant compliance monitoring system by reviewing and interpreting confidential financial statements, tax returns and supporting schedules to be used for covenant tests for borrowers and/or guarantors bank-wide based on their existing business loan agreements.
* Responsible for determining if covenant violations exist, and if so, immediately advises and works with the Relationship Manager to resolve the violations and to ensure credit is properly risk-rated.
* Assists relationship managers in assessing covenants and monitoring procedures.
* Consults with Relationship Managers and Credit Officers to make recommendations on risk ratings.
* Ensures Compliance with related SOX Controls.
* Provides support for borrowing base certificate monitoring process as needed.
* Recommends changes and new procedures to improve efficiency in existing processes and procedures.
* Assists Credit Risk Management Department as needed to carry out objectives.
Additional Duties may include the following.
* Provides additional assistance as needed by Credit Risk Manager.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Competencies - To perform the job successfully, an individual should demonstrate the following competencies:
Analytical and Design - Synthesizes complex or diverse information; Collects and researches data; Demonstrates attention to detail.
Problem Solving - Gathers and analyzes information skillfully; Works well in group problem solving situations.
Project Management - Completes projects on time and budget.
Interpersonal Skills/Customer Service - Maintains confidentiality; Listens to others without interrupting; Remains open to others' ideas and tries new things; Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments.
Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written information.
Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit; Puts success of team above own interests.
Business Acumen - Understands business implications of decisions.
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Supports affirmative action and respects diversity.
Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.
Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner.
Adaptability and Initiative - Adapts to changes in the work environment; Asks for and offers help when needed.
Attendance/Punctuality and Dependability - Is consistently at work and on time; Arrives at meetings and appointments on time; Follows instructions, responds to management direction; Commits to long hours of work when necessary to reach goals.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university, with Finance or Accounting degree preferred. Also seven to ten years related experience required.
Language Skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
Mathematical Skills
To successfully perform this job, it requires the ability to calculate financial ratios including those ratios that measure liquidity, activity, leverage, coverage and profitability. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills
To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word, Excel and PowerPoint. Ability to use basic office machines such as 10-key adding machine, computer keyboard, telephone, fax machine and copy machine.
Bank Culture/Customer Service Skills
Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.
Compliance Requirements
Responsible for compliance under the requirements of the BSA, AML, OFAC and CIP related policies as well as adherence to the bank's procedures to fulfill the requirements of the regulations. Must report any unusual or suspicious activity involving customers or fellow employees to the BSA Department.
Other Skills and Abilities
Ability to read and comprehend commercial and residential appraisals. Remains current with changes in USPAP, FIRREA, and CTB Lending Policy at all times.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights
Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
Auto-ApplyFraud Analyst II
Origin Bancorp job in Ruston, LA
Duties and Responsibilities include the following.
Capable of performing all essential Fraud Analyst I duties efficiently and serves as backup as needed.
Assists with developing and maintaining Fraud Best Practices and policies.
Prepares Suspicious Activity Reports (SARS) according to FinCEN guidelines.
Conducts subpoena reviews as needed.
Processes Non-Entry requests and Indemnifications agreements. Communicates with account officers to compile necessary information and documents.
Coordinates with law enforcement regarding fraud related matters and files charges when necessary.
Reviews Questionable Activity Reports (QARs) and assigns them to the appropriate department.
Assists with training of Fraud Analyst I.
Assists with compiling and submitting fraud reports to the risk department monthly.
Assists with fraud investigations that require extensive research and analysis.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
High school diploma or general education degree (GED) required; Bachelor's degree (B. A.) from four-year college or university preferred; one to three years prior banking experience is required, prior BSA and/or Fraud experience preferred.
Physical Demands While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to stand; walk and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus.
Work Environment The noise level in the work environment is usually moderate.
This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.
Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights
Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
Auto-ApplyAsset Management Risk Manager
Westlake, TX job
Job Description:The Role
The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
5+ years of relevant work experience in the financial industry, crypto experience preferred
Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Executive level presentation skills required
Project management experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Foundational understanding of blockchain technology
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $80,000-153,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Risk
Vice President, Associate General Counsel
Westlake, TX job
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Legal
Manager, Digital Assets Shareholder Reporting
Westlake, TX job
The Role
Digital Assets Shareholder Reporting is GROWING at Fidelity!
Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products with a focus on digital assets and cryptocurrencies?
As we BUILD this critical team, we can offer roles at various levels: Analyst, Manager and Senior Manager. All applicants will be evaluated based on skills and experience and aligned to the appropriate role(s).
This team is responsible for preparing, reviewing, and coordinating the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Primary responsibilities of the role relate to the digital products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs) and includes quarterly/annual reporting. We need talent that thrives in an operational environment where deadlines, accuracy and high-quality reporting are critical to our success!
Depending on your role, we need you to participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures.
The Expertise and Skills You Bring
Bachelor's degree with a background in financial services with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)
Demonstrated success in leading teams to perform at their best for our Senior Manager role
Experience using the Geneva or InvestOne platforms for accounting and reporting are a plus
Advanced accounting and operational knowledge for alternative asset classes with a focus on digital assets and cryptocurrencies
In-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and 33/34/40 Act investment funds and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements
Advanced excel skills and experience translating accounting data into financial statement presentation
Ability to lead independently and in an operations-focused, fast paced team environment
Strong working knowledge of project and relationship management
Excellent written and verbal communication skills and strong presentation capability
MBA or CPA preferred for the Manager and Senior Manager roles.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity's current and future success!
#Fidelityalts
#FFIOALTS
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Jr. System Support Analyst
Dallas, TX job
Title: Jr. System Support Analyst
MUFG Investor Services is part of the Mitsubishi UFJ Union Financial Group (MUFG), one of the largest financial groups in the world. As such we are dedicated to providing our clients with the top-quality service and our employees with a rewarding career. To our clients, we provide record-keeping, reporting and transaction management services to the Private Equity community. This includes overseeing fund administration across various asset classes including Merchant Banking, Venture Capital, Real Estate and Fund Related Investments which includes fund of private equity funds, secondary funds and co-investment funds. MUFG also provides customized reporting, analysis and transaction management for foundations, pension plans and other private equity investors interested in a consolidated view of their entire alternative and traditional investment portfolio.
To our employees we offer a stimulating environment where they can grow as a professional and develop long term careers, not just another job. To this end we ensure our professionals have the support to achieve their career development and goals including professional certification reimbursement programs. In addition to competitive salaries, a casual work environment and an excellent benefits program we give our employees the chance to give back to the community through our social service activities.
We celebrate our employee's successes and believe successful employees lead to successful businesses. If you take pride in your work and want to take pride in your employer- contact us.
Job Description:
MUFG is seeking a System Support Analyst with a strong accounting and/or financial background to join our team. This growth-oriented position will have the primary responsibility of supporting the applications used by MUFG. This individual will be responsible for responding to user submitted tickets, processing the ticket's request, and working with the business and/or technology to facilitate any testing or answer any questions under the direction of the Sr. System Support Manager. An understanding of current accounting principles and how they are applied to the accounting and financial reporting of Private Equity Fund of Funds is strongly preferred but not required.
Responsibilities:
Reviewing and processing user submitted tickets in a timely manner.
Research and resolve application issues as directed by the Sr. System Support Manager.
Ensure user submitted help tickets have the appropriate documentation attached to the ticket as directed by the Sr. System Support Manager.
Ensure user submitted help tickets have been resolved and closed appropriately
Review and update user documentation describing the “best practices and processes” for using the system under the direction of the Sr. System Support Manager.
Maintain a working knowledge of current accounting principles as they pertain to Private Equity and the systems used by MUFG.
Perform user access reviews for applications used by MUFG.
Maintenance and support of daily operations related to applications used by MUFG.
Technical Skills:
Strong Excel and analytical skills. Knowledge of Vlookups, pivot tables, and table functions.
SQL Server Management knowledge and experience preferred but not required.
Requirements:
College degree with a major in Accounting, Finance, Management Information Systems or related field.
Minimum GPA of 3.0.
One or two years of relevant work experience required.
Proactive, resourceful, strong work ethic, team player.
Ability to manage and reorganize competing priorities.
Excellent communication skills, both written and verbal.
Knowledge of Private Equity, Investran, ServiceNow, and/or eFront Applications is preferred.
Commercial Relationship and Servicing Supervisor
Plano, TX job
CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, and manufacturing partners.
This position combines high-level commercial account servicing responsibilities with strategic business relationship and sales functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilitie
s.
ESSENTIAL DUTIES & RESPONSIBILIT
IES Strategically engage with factories and dealers to manage high-value commitm
ents Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalabi
lity Identify operational gaps and lead resolution efforts through process redesign and documenta
tion Develop and maintain SOPs, training guides, and workflow documenta
tion Monitor KPIs and operational metrics, presenting insights and recommendations to leader
ship Lead cross-functional initiatives to align commercial lending operations with broader business g
oals Champion system enhancements and automation opportunities, including Solifi optimiza
tion Support internal audits and compliance reviews, ensuring adherence to regulatory and company stand
ards Serve as a liaison between account management and underwriting to ensure process align
ment Oversee and approve complex invoice and MCO transactions with minimal overs
ight Analyze credit line utilization trends and advise on optimization strate
gies Lead reconciliation of monthly billing statements and ensure financial accu
racy Facilitate payment processing and troubleshoot except
ions Coordinate third-party inventory inspections and lead resolution of audit discrepan
cies Perform payoff workflows, ensuring compliance and timely document deli
very Lead onboarding for new dealers, delivering expert-level training and sup
port Review and authorize pending orders, applying advanced credit and curtailment anal
ysis Ensure accurate and timely data entry into Solifi for approved or
ders Provide strategic payoff guidance to dealers and third-party len
ders Perform document distribution upon loan pa
yoff Implement delinquency management strategies and lead recovery eff
orts Partner with underwriting to assess and recommend credit line adjustm
ents Manage Help Scout communications and ensure timely resolution of escalated is
sues Foster long-term dealer and supplier relationships, acting as a strategic consul
tant Audit inspection reports and lead resolution of complex unit discrepan
cies Lead financial documentation collection for annual reviews, ensuring compliance and complete
ness Draft and execute formal collection communications, supporting legal and credit recovery eff
orts Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excell
ence Mentor peers and junior Account Managers on best practices and process adher
ence Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-ma
king Collaborate with the CPM Retail Sales team to process and route for approval dealer eligibility for retail financing prog
rams Drive floorplan sales for new and existing territories, managing the full sales pipeline from prospecting to c
lose Develop new and expand personal property and mortgage retailer relationships and loan vo
lume Scout and onboard new retailers in emerging territories, contributing to market develop
ment Represent CountryPlace Mortgage at trade shows, coordinating booth setup and marketing mater
ials Assist in developing internal training programs to support cross-functional collabora
tion Create compelling and compliant marketing flyers and trade show banners to support sales eff
orts Strengthen relationships with Regional Sales Managers (RSMs) and manufacturers to drive strategic align
ment
POSITION REQUIREMENTS, CAPABILITIES &
SKILLSStrategic, self-directed, and highly accou
ntable Excellent interpersonal skills and ability to build rapport across diverse teams and c
lients Proven ability to design and manage complex operational pro
cesses Exceptional interpersonal and leadership
skills Mastery of written, verbal, and presentation communi
cation Bilingual proficiency pre
ferred Expert-level proficiency in Solifi pre
ferred Proven ability to manage high-risk accounts and complex colle
ctions Consultative approach to client service, balancing business goals with relationship mana
gement Comfortable presenting to senior leadership, with the ability to translate operational data into actionable in
sights
MINIMUM QUALIF
ICATIONS Bachelor's degree required, in Finance, Accounting, or
Business3+ years B2B sales experience in manufactured housing, RV, or marine; floorplan and retai
l lending5+ years of Commercial manufactured housing floorplan experience in loan servicing, collections, and lending o
perations7+ years of experience in commercial loan servicing, collections, lending operations, banking or project m
anagement Advanced spelling and gramm
ar skills Working knowledge on applicable computer software systems to include Microsoft Office and internal
softwar
e
WE OFFERCompeti
tive SalaryMedical/Dental/Visio
n InsurancePa
id Holiday
s401K MatchG
enerous PTOFS
A/HSA PlansLife /Disability/Accidental Insurance and
much more!
Mobile Mechanical Technician
Baton Rouge, LA job
Malin's Field Service Technicians play in integral part in making sure our customers' equipment remains up and running. You will be responsible for performing preventative and scheduled maintenance on lift trucks, conveyors, and other warehouse equipment; troubleshooting, diagnosing, and completing repairs.
Our Technicians are one-of-a-kind - they thrive in supporting and servicing our customers with excellence.
Requirements:
Safety- and process-oriented in work application and operating a company vehicle
Demonstrated abilities and skillset in mechanics, hydraulics and electrical
Experience and interest in interacting and supporting business customers
Excellent communication skills - listening to customer concerns, documenting work and talking to customers
Savvy problem-solver
Valid in-state driver's license and ability to pass background screens
Highschool diploma or GED
Our Support for Technicians:
Competitive hourly rate to start with incremental increases based on attendance and performance
No flag hours
Guaranteed 80 hours per pay period for Technician availability
Paid training with our onboarding program and certifications
Majority Monday-Friday Schedule within extended Business Hours
Overtime Hours Available
Quarterly Bonuses
Company Vehicle with Fuel Card
Uniform self-serve accounts with allowance
Work Boot Stipend upon hire
Cell Phone reimbursement
Tool Purchase Program after technical training completion
Career mobility from within - Specialty Technician roles, Team Lead, Manager, Trainer, Sales, Recruiting
All Employee Benefits:
Full benefits package after 30 days of continuous employment
Medical, dental, vision, short- and long-term disability, supplemental medical, legal coverage, ID theft protection, pet insurance
Company-paid life insurance policies
Employee Assistance Program to all employees and their families
401k with Company Match
7 Paid Holidays
Paid Time Off
If you have ANY of the following... let's talk.
You've graduated from a trade school or 2-year college
You've got previous mechanical experience within lift truck, automotive, aviation OR military industry
You're mechanically talented - you've been fixing cars since you were a kid
What now?
Hit the APPLY button to complete our (less than 5-minute) application. Our Recruiter will call you to go over your background.
Or contact us directly at ************ and ask to be connected to the Recruiting team
Director, Asset Management Risk
Westlake, TX job
Job Description:The Role
The Director position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented.
The Expertise and Skills You Bring
Bachelor's degree required
12+ years of relevant work experience in the financial industry
Experience in Compliance, Risk, or Operations related to investment management, blockchain products, or related services
Demonstrated analytical skills with the ability to work with and summarize data from multiple sources
Experience working with blockchain technology or related enterprises
Strong understanding of blockchain technology.
Executive level presentation skills required
Project management and/or consultative experience
Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus
Experience with common data science tools & languages, a plus
CFA and/or FRM certifications a plus
Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach
Natural intellectual curiosity, initiative, and love for learning new skills and capabilities
Skilled at operating autonomously to achieve results in a dynamic environment
Thrives in a dynamic organization where priorities shift to meet evolving business needs
Superb verbal and written communications skills
Strong data analysis skills (e.g., tools, strategies)
Staying abreast of the latest innovations across industry
Problem solver with a blend of creativity and analytical rigor
The Value You Deliver
Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions.
Actively perform proactive and targeted data analysis to identify risks for management.
Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials.
Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing.
Promote a culture of experimentation to ensure continuously learning
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Asset Management Risk, part of Fidelity's Risk Organization and aligned with Asset Management's Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes.
The base salary range for this position is $110,000-222,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Risk
Sr Data Analyst
Dallas, TX job
Primary responsibilities of the Senior Data Analyst include supporting and analyzing data anomalies for multiple environments including but not limited to Data Warehouse, ODS, Data Replication/ETL Data Management initiatives. The candidate will be in a supporting role and will work closely with Business, DBA, ETL and Data Management team providing analysis and support for complex Data related initiatives. This individual will also be responsible for assisting in initial setup and on-going documentation/configuration related to Data Governance and Master Data Management solutions. This candidate must have a passion for data, along with good SQL, analytical and communication skills.
Responsibilities
Investigate and Analyze data anomalies and data issues reported by Business
Work with ETL, Replication and DBA teams to determine data transformations, data movement and derivations and document accordingly
Work with support teams to ensure consistent and pro-active support methodologies are adhered to for all aspects of data movements and data transformations
Assist in break fix and production validation as it relates to data derivations, replication and structures
Assist in configuration and on-going setup of Data Virtualization and Master Data Management tools
Assist in keeping documentation up to date as it relates to Data Standardization definitions, Data Dictionary and Data Lineage
Gather information from various Sources and interpret Patterns and Trends
Ability to work in a team-oriented, fast-paced agile environment managing multiple
priorities
Qualifications
4+ years of SQL experience working in OLTP, Data Warehouse and Big Data databases
4+ years of experience working with Exadata and SQL Server databases
4+ years in a Data Analyst role
Strong attention to Detail
2+ years writing medium to complex stored procedures a plus
Ability to collaborate effectively and work as part of a team
Extensive background in writing complex queries
Extensive working knowledge of all aspects of Data Movement and Processing, including ETL, API, OLAP and best practices for data tracking
Good Communication skills
Self-Motivated
Works well in a team environment
Denodo Experience a plus
Master Data Management a plus
Big Data Experience a plus (Hadoop, MongoDB)
Postgres and Cloud Experience a plus
Sr. Gitlab engineer
Dallas, TX job
Job Title: Gitlab Engineer
Duration: 6+ Months
Required Skills and Experience:
8+ years of experience in DevOps or Platform Engineering roles
3+ years of hands-on experience with GitLab CI/CD, GitLab Runners, and GitLab administration
Proficiency with scripting and automation (e.g., Bash, Python, or Go)
Experience with infrastructure-as-code tools (Terraform, Ansible, etc.)
Solid understanding of containerization (Docker) and orchestration (Kubernetes)
Familiarity with cloud platforms (AWS, GCP, Azure) and cloud-native tooling
Strong communication skills and a track record of cross-team collaboration
Knowledge of JFrog Artifactory, BitBucket / GIT, SVN and other SCM tools
Knowledge of desired state configuration, automated deployment, continuous integration, and release engineering tools like Puppet, Chef, Jenkins, Bamboo, Maven, Ant etc
Plan and execute the end-to-end migration from Jenkins and Automic to GitLab CI/CD
Configure and manage GitLab Runners, Groups, Projects, and Permissions at scale
Harden GitLab for enterprise usage (SAML/SSO, LDAP, RBAC, backup/restore)
Design, implement, and optimize complex GitLab CI/CD pipelines using YAML best practices
Implement multi-stage, parallel, and conditional workflows for build, test, security scan, and deploy
Integrate static code analysis, security scanning (SAST/DAST), and container scanning into pipelines
Analyze existing Jenkins's freestyle and scripted pipelines; translate to GitLab CI/CD syntax
Migrate Automic workflows/jobs into GitLab, orchestrating dependencies and scheduling
Reduce pipeline execution time through caching, artifact reuse, and pipeline templating
Lead the migration of container build and deployment processes from Docker to Podman/Buildah
Author GitLab CI templates for Podman-based image builds and registries
Ensure the security and compliance of container images (signing, vulnerability scanning)
Leverage Terraform, Ansible, or similar to provision and manage self-hosted GitLab and runners
Implement GitOps practices to manage infrastructure and environment configurations
Automate operational tasks and incident remediation via pipelines and scripts
Partner with application teams to onboard them onto GitLab workflows and best practices
Develop and maintain clear runbooks, wiki pages, and pipeline templates
Conduct workshops, brown-bags, and training sessions to evangelize GitLab CI/CD
Integrate monitoring (Prometheus/Grafana, ELK) for GitLab health and pipeline performance
Implement policies and guardrails to ensure code quality, compliance, and security posture
Troubleshoot and resolve CI/CD or migration-related incidents in a timely manner
Preferred:
A BS in Computer Science or equivalent work experience with good scripting/programming skills
GitLab Certified CI/CD Specialist or GitLab Administrator Certification
Contributions to the GitLab open-source project or similar tooling
Prior software experience with build management, configuration management and/or quality testing
Experience with SCM practices including Agile, continuous integration (CI) and continuous deployment (CD)
Traveling Site Superintendent
Dallas, TX job
With over 50 years of leadership in Intralogistics Solutions, Malin is seeking a Site Superintendent to join our Systems Department. This position will collaborate with Project Managers and be responsible for overseeing racking, conveyor, and material handling projects.
This role demands strong interpersonal skills, problem-solving, sound judgment, persistence, and proven construction and mechanical experience.
Malin delivers efficient intralogistics solutions that optimize space, lower labor costs, and boost productivity. We prioritize integrity, our reputation, and a customer-first mindset.
Microsoft 365; Microsoft Teams
ESSENTIAL FUNCTIONS
Oversee operations to ensure site safety standards are followed
Manage site activities, manufacturers, installers and freight companies
ADDITIONAL JOB FUNCTIONS
Make scheduled site visits to ensure project progress and report to management
Interact with Project Managers, engineers and customers as required to ensure necessary coordination and good communication
Education and Experience
3+ years of experience in the construction industry, with hands-on use of tools and equipment.
High School Diploma or GED required
General
Willing to travel nationwide up to 75%
Skilled in time management and problem solving
Experienced with subcontractor oversight
Focused on quality and detail
Effective written and verbal communicator
Experienced in inventory management and control
Demonstrates ethical performance and safety awareness
Builds trust through interpersonal skills
Works independently as a self-starter in fast-paced settings
Language & Communication Skills
Ability to read and interpret construction drawings
Ability to address inquiries or complaints from customers, suppliers, or installers
Physical Requirements
Ability to drive an automobile and travel using public transportation including airlines.
Occasional bending and stooping.
While performing the duties of this job the employee is regularly required to sit, talk and hear.
The associate must occasionally lift and/or move up to 25 pounds.
The associate is required to use hands to type, handle, or feel objects, tools and computer controls.
Specific vision abilities required by this job include close vision and distance vision.
Universal Banker
Southlake, TX job
Client Relations Specialist II is primarily responsible for all customer-facing transaction processing. This includes teller transactions such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, and preparing change orders for customers. They are also responsible for branch cash balancing, reviewing electronic deposits, and assisting with operational tasks. Client Relations Specialist I is required to have a full understanding of all policies and procedures relative to their responsibilities. They must work closely with the Client Relations Manager to ensure all internal rules and regulations are followed, have a strong ability to multitask, and possess a strong attention to detail to ensure the accuracy of all transaction processing.
Responsibilities:
Opening and closing of designated branch locations.
Provide client services such as cashing checks, receiving deposits, making withdrawals, receiving loan payments, preparing change orders for commercial clients, wires, ordering checks, debit cards, etc.
Balance cash drawer and branch vault daily.
Processing of mobile and merchant electronic deposits daily.
Process various Night-Drop and Mail transactions as needed.
Assisting with client emails, phones, and chats in a designated time frame.
Consistently applies superior decision-making techniques pertaining to inquiries, approvals, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using instances as learning tools for employee development.
Full understanding of all policies and procedures relative to responsibilities.
Assist with reporting as needed.
Additional responsibilities as assigned.
Job Qualifications
High School diploma, general education degree (GED), or equivalent required.
Six months previous cash handling and customer service experience required preferably in banking.
Strong verbal, written and interpersonal communication skills.
High level of time management, organizational and problem-solving skills with the ability to multi-task, strong attention to detail, and accountability.
Knowledge of state and federal banking compliance regulations and operational policies.
Why join Texas Security Bank:
We are more than just a Bank. Are you ready to join a team of Champions? Texas Security Bank is proud and honored to be an award-winning organization where our employees serve as brand ambassadors to our customers, our community and each other. The TSB core values;
integrity, growth, team players, independent thinking, exemplary customer service, winning, innovation, collaboration, discipline to process and diligence
are the principles established that determine how we conduct ourselves and our business decisions.
Texas Security Bank is a place where you will be challenged to excel and given room to grow as a valued part of one of North Texas' fastest-growing community banks. We are honored to be a Best Workplace by the
Dallas Business Journal
, the
Dallas Morning News
, and the
Best Workplace Institute
. The awards are a reflection of our positive workplace culture and a distinction we are proud to have earned. We work hard every day to ensure our employees know they are valued and appreciated.
We invest more resources in business education for owner managed businesses than other banks. Our focus on continuing education is truly unique and needed. We Elevate the Champions of Free Enterprise in an era where little differentiation among banks exists. Our focus on education isn't just for our customers- it's for our employees as well.
About Us:
Texas Security Bank is an independent bank focused on the success of independent business owners. Most banks are institutional. We're entrepreneurial. We were founded in 2008 and have grown to over $1 Billion in total assets. We do more than offer services to customers; we solve problems. We are unique in the banking industry with a mission to ‘Elevate the Champions of Free Enterprise' and are committed to reinforcing the mission by educating business owners, elevating our customers and the community, and leading through innovation and exemplary customer service. As an organization that celebrates its wins, we are honored to be named the Dallas Morning News People's Choice Award for Best Bank in DFW, Dallas Business Journal's Best Place to Work and have a Net Promoter Score of 87.8 when the banking benchmark average is 30.
Texas Security Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or status as a protected veteran.
Market Leader - Dallas Branch
Dallas, TX job
SUMMARY: Manages assigned branches (1- 3) by performing the following duties personally or through direct reports. Reinforces behaviors through coaching and modeling of expected sales and service behaviors, customer service standards, operational integrity, and actual branch performance. Meets or exceeds individual and branch sales goals. Approximately 70% of time is spent in business acquisition mode. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
Ensures the branch meets and exceeds established sales and revenue goals and credit quality standards through personal production and activity management, while minimizing expenses.
Creates vision of the activities of a Branch, involving full responsibility and accountability for budget, personnel and goal-achievement.
Meets and exceeds personal production goals for credit, deposit, and fee income categories and ensures that assigned branches meet or exceed assigned production goals.
Develops plans for the expansion and management of business and consumer account relationships within a branch.
Delivers business plan growth and income objectives.
Manages, coaches and supports branch employees on developing, managing and growing profitable customer relationships to support these efforts.
Identifies customers with additional profit potential and develop action plans to expand these relationships.
Maintains an understanding of all current financial products, policies, procedures and regulations.
Ensures overall compliance and operational risk controls in accordance with bank and/or regulatory standards and policies.
Adheres to all current policies, procedures, and audit requirements. Maintains prescribed security controls and compliance with current regulatory legislation in order to protect the branch against criminal and fraudulent operations and unnecessary risk or exposure.
Develops programs and reward systems to increase morale, develop employees, etc. in order to assist in reducing turnover.
Develops new business and expand existing business through business and consumer customer contact meetings.
Develops collaborative partnerships with other business lines within the bank.
Represents the Bank in the community in manner which maintains and expands friendly relationships with individuals, business persons, civic organizations, service clubs, etc. Encourages subordinates to participate as well. Reports respective involvement to the Bank's CRA Officer on a periodic basis.
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Adheres to Bank policies and procedures and completes required training.
Identifies and reports suspicious activity.
SUPERVISORY RESPONSIBILITIES
Supervises function, projects or services and/or one or more employees, as applicable.
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance coaching; rewarding and disciplining employees; addressing complaints and resolving problems.
EDUCATION
Bachelor's Degree preferred And
EXPERIENCE
5+ years related management/supervisory and/or sales experience required
An approved combination of education and industry related experience equivalent to the aforementioned requirements
CERTIFICATES, LICENSES, REGISTRATIONS
DL NUMBER - Driver License, Valid and in State required
Webmethods Developer
Plano, TX job
Role: Webmethods Developer
Must Have Technical/Functional Skills
Primary Skill: webmethods
Secondary: Java
Experience: Minimum 10 years
Roles & Responsibilities
Experience developing service integration solutions using Web Method
8+ year experience in Angular and Middleware Service development
Good understanding of Design Patterns and design thinking. Able to apply while developing technical solutions
Familiarity with SOAP and REST Web Services and related technologies (JAX-WS, JAX-RS, XML Technologies).
Web Services Design and development experience as a service provider.
Strong communication/interpersonal skills both written and verbal and the ability to quickly form meaningful working partnerships.
Works well under pressure. Manage multiple priorities, be proactive, and deliver quality results under aggressive deadlines.
Self-starter, good aptitude, Problem Solver and someone who is open to learning new technologies and comes with strong analytical
Experience with Agile development and tool set like Jira and Jenkins Experience with Integration technologies like Kafka and Web Sphere.
Interested candidates please share me your updated resume to *******************
Business Development Representative II - Payments - Senior Associate
Plano, TX job
You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team. As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry
Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm
Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client
Acquire deep knowledge of company's products and pricing to facilitate sales efforts
Negotiate with clients to price products and services competitively while generating revenue
Maintain sales records and prepare sales reports as required
Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions
Develop a vertical market expertise and become industry expert
Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations
Required qualifications, capabilities and skills
Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment
Demonstrate critical thinking and problem solving skills
Demonstrate ability to build positive interpersonal relationships with business owners
Demonstrate ability to prioritize and focus on multiple initiatives
Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products
Travel to clients and/or attend Trade-shows
Preferred qualifications, capabilities, and skills
Bachelor's degree
Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Talent Acquisition Partner (Mid-Level)
Plano, TX job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a Talent Acquisition Partner (Mid-Level), you will be instrumental in shaping USAA's talent acquisition strategy by fostering and maintaining exceptional relationships with hiring leaders, prospective candidates, internal partners, and third-party vendors. Your main focus will be on delivering a superior experience for both candidates and our clients (hiring leaders), ensuring every interaction reflects USAA's commitment to excellence. You will proactively develop and recommend innovative recruiting strategies to identify and attract a diverse pipeline of top talent, championing a positive and engaging experience throughout the entire hiring journey by managing the full cycle recruiting process. This includes everything from sourcing candidates to screening, interviewing, and extending offers.
We offer a flexible work environment that requires an individual to be in the office 4 days per week.
This position will be based in the Plano, Texas office location.
Relocation assistance is not available for this position.
What you'll do:
Identifies and builds community partnerships to generate candidates in alignment with the organization's hiring and program objectives.
Develops and implements creative sourcing strategies to proactively identify candidates and assemble pipeline of talent for open positions.
Performs full life cycle recruiting applying various recruitment methods.
Partners with internal and external partners to establish community networks and relationships in support of our military, diversity and college hiring requirements with minimal direction.
Follows up and follows through on all submitted candidates in a timely manner and ensures that the Applicant Tracking System (Workday) is kept up to date in real time and maintains compliance with all Federal, State and Regulatory requirements.
Employing defined job descriptions, develops compelling job posting descriptions to attract talent and strives to differentiate USAA from our competitors.
Keeps candidates continually advised with high-touch communication throughout the entire hiring process
Negotiates salary per job requisition within approved range maintaining a fiduciary responsibility to the company.
Forecasts and handles talent pool size to fulfill workforce plans and hiring objectives.
Collaborates with hiring leaders and/or coworkers through the recruiting process while maintaining compliance within external and internal regulatory agencies.
Builds candidate pools to meet hiring requirements through leveraging their technical expertise to identify sourcing and networking strategies and tools.
Consults with hiring leaders and internal partners to proactively identify strategies to understand business requirements and meet hiring requirements.
Serves as a resource to team members.
Applies knowledge of relevant human resources discipline(s), specifically employment law, policy and procedures.
Ensures risks associated with business activities are successfully identified, measured, assessed, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years of progressive work experience in staffing, general human resources, and/or account relationship management, to include knowledge of applicable employment laws.
Demonstrates understanding of recruiting methods and standard methodologies.
Knowledge of applicable policies and federal, state, and local employment laws and regulations.
Demonstrates knowledge and application of effective screening and interviewing techniques.
Proficient knowledge and use of Microsoft Office products and other software to support sourcing tools and techniques.
What sets you apart:
At least 1 year of experience with full-cycle recruiting for Banking, Property and Casualty, Life and/or Agency lines of business.
At least 2 year of experience building and implementing innovative sourcing strategies using a variety of tools and platforms including Applicant Tracking Systems (ATS) and Candidate Relationship Management (CRM) systems.
At least 1 year of experience using AI-powered recruiting tools to improve sourcing and screening efforts.
Use of data and analytics and reporting tools to track key recruiting metrics and advise decision-making.
Experience with the Workday Recruiting module.
Certification in recruiting or human resources (e.g., PHR, SHRM-CP, AIRS CIR).
Compensation range: The salary range for this position is: $85,040.00 - $162,550.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyDirector of Compliance AML
Addison, TX job
About Financial Crimes Compliance
In Financial Crimes Compliance (FCC), you will play the lead role in identifying potentially suspicious activity, protecting vulnerable individuals, and safeguarding the integrity of the financial system. FCC is being enhanced with a new Compliance Director role to coordinate day-to-day implementation of the Company's financial crime prevention efforts, including execution of the Company's Anti-Money Laundering (AML), Sanctions, Anti-Corruption and Anti-Fraud Compliance programs.
If you are passionate about financial crimes prevention, seeking a rewarding and dynamic career, and focused on making a difference, join us to lead our FCC function as part of the Legal and Compliance Team's efforts to enhance and implement new processes and tools, and further develop compliance policies and procedures, governance, and oversight.
Key Responsibilities
The FCC function is responsible for evaluating client relationships that pose the financial crimes risk, while also serving as a check and challenge over the first line's execution of enhanced due diligence. As the Compliance Director leading the FCC function, you will:
Develop and implement Anti-Money Laundering, Sanctions, Anti-Corruption and Anti-Fraud Compliance programs and procedures for U.S. and Canada compliance
Work closely with the Head(s) of Legal and Compliance in executing against multiple workstreams to mitigate relevant AML, sanctions, bribery and fraud risks
Partner with business leaders and systems developers to design streamlined programs for various products.
Provides training and guidance on policy and procedures to various stakeholders
Implement and run all systems used for KYC/CIP, due diligence, transaction monitoring and investigations
Develop a monitoring and testing program for all first-line financial crimes compliance activities
Prepare financial crime and fraud metrics and reporting for management by collecting and analyzing information
Review enhanced due diligence for both new and existing higher risk clients including analyzing corporate structures and other documentation as necessary
Analyze and escalate financial crimes negative news as necessary
Determine and provide guidance on the appropriate client risk ranking
Review of client accounts for potential matches to designated sanctions targets and prohibited persons lists
Engage various third-party and internal databases to assist with due diligence searches as needed
Manage the build out of a small team of financial crimes professionals.
Manage outsourced audits for FCC related areas.
Manage the sponsor/partner bank contractual relationships as they related to FCC (BSA/AML) requirements.
Qualifications
What We're Looking for in You:
The successful candidate should have a minimum of 5-7 years of experience in addressing financial crime and fraud risk and have a deep understanding of the AML, Sanctions, and Bribery laws and regulations.
The candidate will need experience in drafting policies and procedures, conducting investigations, performing risk assessments, testing, and monitoring, third-party risk management, data analysis, and metrics reporting.
Experience building FCC related programs.
Experience working with payments or other financial services firms would be an advantage, but not essential.
Bachelor's degree or equivalent military experience
Strong analytical skills
Excellent written and verbal communications skills, attention to detail and strong time management skills
Ability to interact in a mature and professional manner with a variety of individuals
Demonstrates initiative, good judgement, and can adhere to deadlines.
Ability to interact with business unit personnel and be willing to receive and apply feedback on work product from leaders
Excellent communication and business partnership skills.
Teamwork skills - the candidate must be flexible in their work style and be able to work appropriately with stakeholders and colleagues at all levels and across multiple time zones.
Degree in Business, Law, or professional experience and CAMS certification preferred.
If not, currently CAMS certified, agree to obtain CAMS certification within first 15 months of employment
EEO Statement
Paymentus is an equal opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, national origin, ancestry, citizenship status, religion, marital status, disability, military service or veteran status, genetic information, medical condition including medical characteristics, or any other classification protected by applicable federal, state, and local laws and ordinances. Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment.
Reasonable Accommodation
Paymentus recognizes and supports its obligation to endeavor to accommodate job applicants and employees with known physical or mental disabilities who are able to perform the essential functions of the position, with or without reasonable accommodation. Paymentus will endeavor to provide reasonable accommodations to otherwise qualified job applicants and employees with known physical or mental disabilities, unless doing so would impose an undue hardship on the Company or pose a direct threat of substantial harm to the employee or others.
An applicant or employee who believes he or she needs a reasonable accommodation of a disability should discuss the need for possible accommodation with the Human Resources Department, or his or her direct supervisor.
Laboratory Instrument Technician
Fort Worth, TX job
Pay: up to $32/hr o w2 (No C2C or 3rd parties)
We are seeking a highly skilled and detail-oriented Laboratory Instrument Technician to support the calibration, qualification, and performance maintenance of laboratory equipment. This role is essential for ensuring data integrity, regulatory compliance, and operational efficiency across our lab systems.
Key Responsibilities:
Perform routine and scheduled calibrations of laboratory instruments (e.g., HPLC, GC, balances, spectrophotometers).
Execute preventive maintenance and performance checks in accordance with SOPs and manufacturer specifications.
Lead and support instrument qualification activities (IQ/OQ/PQ) for new and existing equipment.
Collaborate with QA and IT teams to implement and maintain Computer System Validation (CSV) and Computer Software Assurance (CSA) protocols.
Troubleshoot equipment issues and coordinate repairs or service with vendors.
Maintain accurate records of calibration, qualification, and validation activities in compliance with regulatory standards (e.g., GMP, GLP, ISO 17025).
Assist in audits and inspections by providing documentation and technical support.
Qualifications:
Minimum 2-3 years of experience in laboratory instrument calibration and maintenance.
Hands-on experience with instrument qualification protocols (IQ/OQ/PQ).
Working knowledge of CSV and CSA frameworks in regulated environments.
Familiarity with quality systems and regulatory requirements (FDA, EMA, ISO).
Strong documentation and organizational skills.
Preferred Skills:
Experience with calibration management software and electronic documentation systems.
Understanding of data integrity principles and risk-based validation approaches.
Certification in instrumentation, metrology, or validation (e.g., ASQ CCT, GAMP) is a plus.
Other responsibilities as needed:
Ensure that lab cleanliness and safety standards are maintained.
Develop and qualify new testing methods.
Train other analysts to perform laboratory procedures and assays.
Perform visual inspections of finished products.
Participate in internal assessments and audits as required.
Identify and troubleshoot equipment problems.
Evaluate new technologies and methods to make recommendations regarding their use.
Serve as a technical liaison between quality control and other departments, vendors, or contractors.
Coordinate testing with contract laboratories and vendors.
Write technical reports or documentation such as deviation reports, testing protocols, and trend analyses.
Write or revise standard quality control operating procedures.
Supply quality control data necessary for regulatory submissions.
Receive and inspect raw materials.
Review data from contract laboratories to ensure accuracy and regulatory compliance.
Prepare or review required method transfer documentation including technical transfer protocols or reports.
Perform validations or transfers of analytical methods in accordance with applicable policies or guidelines.
Participate in out-of-specification and failure investigations and recommend corrective actions.
Monitor testing procedures to ensure that all tests are performed according to established item specifications, standard test methods, or protocols.
Investigate or report questionable test results.
Interpret test results, compare them to established specifications and control limits, and make recommendations on appropriateness of data for release.
Identify quality problems and recommend solutions.
Evaluate analytical methods and procedures to determine how they might be improved.
Complete documentation needed to support testing procedures including data capture forms, equipment logbooks, or inventory forms.
Calibrate, validate, or maintain laboratory equipment.
Compile laboratory test data and perform appropriate analyses.
Conduct routine and non-routine analyses of in-process materials, raw materials, environmental samples, finished goods, or stability samples.
Network Engineer
Fort Worth, TX job
IT Systems & Network Engineer
A Fort Worth-based private investment firm is seeking a highly technical IT Systems & Network Engineer with strong communication skills to manage and evolve our IT infrastructure. This role blends hands-on systems administration, network engineering, and strategic problem solving, and requires the ability to clearly convey technical concepts to both technical and non-technical stakeholders.
You'll be joining a small, tight-knit team that values initiative, ownership, and creative problem-solving. We're looking for someone who's not just technically sharp, but also eager to contribute to a fast-paced, high-impact environment.
Responsibilities include:
Network & Systems Administration: Design, maintain, and troubleshoot LAN/WAN, VPN, wireless, and Windows-based server environments.
Automation & Scripting: Develop scripts to automate routine tasks and improve system efficiency.
Security & Compliance: Manage endpoint protection, disaster recovery, backups, and access controls.
Collaboration Tools & Support: Administer email systems, videoconferencing, and media production tools.
Infrastructure Projects: Lead initiatives involving storage, virtualization, and office/home automation.
Emerging Technologies: Explore and support the integration of AI tools and services into internal workflows and infrastructure.
Technology Stack
We operate in a Windows-based environment and utilize a broad range of technologies, including:
Cloud & Collaboration: Microsoft Azure, Office 365, SharePoint
Infrastructure & Virtualization: Windows Server, VMWare, Remote Desktop Services
Security & Management: Intune, Active Directory Group Policy, Patch Management, Systems Auditing, CrowdStrike
Networking & Storage: Cisco, EMC, Azure files
Backup & Recovery: BackExec, Azure backups
Scripting & Automation: PowerShell
Applications & Tools: SQL Server, Bloomberg, Microsoft stack applications
AI & Machine Learning: Azure OpenAI, Sonnet, and other models under active evaluation
Work Schedule & On-Call Rotation
This is a full-time, in-office position based in Fort Worth, requiring a commitment of 50 hours per week. The role includes participation in a rotating On-Call schedule to ensure coverage for critical systems and infrastructure outside of regular business hours. Candidates should be flexible and prepared to respond to urgent issues as needed.
The ideal candidate will:
Be offered up to 20% over current pay or current offers
Hold a bachelor's degree with a 3.25+ GPA from a top college or university
Have 0-5 years of experience
Be flexible regarding work hours and availability
Apply technical knowledge to solve unique problems
Communicate clearly and effectively
Deliver high-quality results under pressure
Commit to the position for at least two years
If you have any questions please reach out to *************************.