U.S. Private Bank - Wealth Advisor - Executive Director
Jpmorgan Chase 4.8
Charlotte, NC job
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Wealth Advisor in the U.S. Private Bank, you will help ensure that our clients' estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives.
**Job Responsibilities**
+ Serve as an advisor to clients on personal planning matters
+ Identify opportunities for the Bank to serve in a current or future fiduciary capacity
+ Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning
+ Assist Bankers and other team members in their new business efforts
+ Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team's strategy with respect to PA outreach
+ Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media
+ Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers
**Required Qualifications, Capabilities, and Skills**
+ Five plus years of complex estate and wealth planning experience
+ Professional designations required: JD
+ Recognized expertise in managing the estate planning needs of high-net-worth individuals
+ Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals
+ Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations
+ Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations
+ Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement
**Preferred Qualifications, Capabilities, and Skills**
+ CPA designation
+ Ability to partner with clients' other advisors (principally their attorneys and accountants)
+ Demonstrated understanding of other wealth management disciplines, including investing and credit
+ Ability to work in a team-based environment
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
$129k-186k yearly est. 6d ago
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Private Credit Investment Analyst
Churchill Real Estate 3.2
Charlotte, NC job
As part of the Originations team, the Private Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space as well as assessing the underlying collateral of the project. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio.
Responsibilities:
Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants.
Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience.
Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite.
Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies.
Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements.
Maintain accurate and organized records of credit decisions and supporting documentation.
Stay informed of changes in regulations and best practices within the residential lending space.
Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions.
Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes.
Qualifications
Bachelor's degree in Finance, Business, Economics, or a related field.
3-5 years of experience in private real estate lending in underwriting, credit analysis or elated experience.
Strong analytical skills with the ability to interpret financial data and assess risk.
Knowledge of residential real estate markets and investment principles.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
$59k-91k yearly est. 1d ago
Business Unit Manager
Steel Warehouse 4.5
Hickory, NC job
Be the Leader Who Builds It from the Ground Up! Business Unit Manager - Greenfield Manufacturing Facility | Hickory, North Carolina
Are you ready to build something extraordinary?
We're launching a brand-new, state-of-the-art manufacturing facility in Hickory, NC, and we're seeking a Operations Leader who's ready to lead from day one - shaping the operation, the culture, and the future success of our business.
This isn't just another management role - it's a career-defining opportunity to take ownership of a greenfield project, overseeing construction of the main plant, installation of a CTL line, and the creation of a world-class team focused on excellence in metals processing and fabrication.
About the Role
As the Business Operations Leader, you'll take full responsibility for the success of the business unit - leading operations, sales, profitability, and strategic growth. You'll drive performance across every area of the plant, from process optimization to customer satisfaction, all while fostering a culture of continuous improvement and accountability.
What You'll Do
Lead and oversee all daily operations to ensure alignment with company goals.
Drive growth through strategic pricing, strong customer relationships, and margin improvement.
Manage P&L and develop business strategies for sustainable profitability.
Partner with customers and suppliers to create mutually beneficial agreements.
Track and improve KPIs across safety, quality, efficiency, and cost.
Implement Lean and continuous improvement initiatives.
Guide product development and innovation to fuel long-term growth.
Build, mentor, and empower a high-performing cross-functional team.
What You Bring
Bachelor's degree in Business, Engineering, or related field.
5-7+ years of progressive leadership in manufacturing or industrial operations.
Proven P&L management experience and operational leadership success.
Background in metals, fabrication, or processing (strongly preferred).
Entrepreneurial mindset with a hands-on, customer-first approach.
Experience with ERP systems, Lean Manufacturing, or quality systems is a plus.
Strong communication, strategic thinking, and problem-solving skills.
Why You'll Love This Opportunity
Be part of a greenfield launch - build the plant, the processes, and the team from the ground up.
Lead with impact - make real decisions that shape the business's success.
Grow with us - we're investing in people, technology, and long-term excellence.
Competitive compensation, benefits, and the chance to define your legacy.
Travel up to 25% to connect with customers, suppliers, and company sites.
Join Us
If you're a bold, results-driven leader ready to build and lead a next-generation manufacturing operation, we want to hear from you.
Apply today and take the lead in bringing our new Hickory facility to life!
Job ID 2025-14153
The Mortgage Wholesale/Correspondent Account Executive will develop relationships with Mortgage Brokers and Bankers, which involves training and educating the brokers and bankers in Renasant wholesale mortgage products.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Identify qualified mortgage brokers, banks, credit unions, and other mortgage professionals and establish contractual relationships with those professionals to provide a flow of real estate mortgage loans to the wholesale division of Renasant Bank
Perform other related duties as assigned
Qualifications
High school diploma or equivalent required
Ability to originate 1-4 family residential mortgage products
Thorough knowledge of FHLMC/FNMA, FHA, VA and other general mortgage banking lending procedures and requirements
Ability to deal cordially with the public
Ability to organize time effectively
Ability to comprehend and learn in a short period of time
Extensive problem solving ability in a quick and accurate manner
Ability to represent Renasant Bank in a professional manner projecting the image of "Customer Focused Banking"
Physical Demands
The physical demands described 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 or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$54k-74k yearly est. 4d ago
Encompass Business Systems Analyst II
Atlantic Union Bank 4.3
Greensboro, NC job
The Business System Analyst II will serve as the system administrator for the Encompass LOS and related mortgage platforms. This individual will be responsible for the design, administration, customization, and maintenance of the system. Individual help enhance system requirements from the product team, modify system configurations and customizations, document system modifications, and release of final updates, all in accordance with system best practices. The idea candidate will have expert knowledge of the Encompass system and the mortgage processes.
Position Accountabilities
Manage all aspects of configuration and maintenance for the Encompass LOS and related mortgage systems, such as Blend, as the lead Encompass Administrator
Provide feedback and guidance in enhancement and configurations requirements, gathered from the business stakeholders
Continually assess the system for areas of improvements related to maintainability, system performance, and extendibility
Maintain documentation of current and new system configurations
Actively participate in and lead system and unit testing for modified and new systems and other post-implementation support
Represent project related system change efforts in Change Control Board Forum
Perform troubleshooting role in triage mode in alignment with the Problem and Incident Troubleshooting process
Review and analyze the effectiveness and efficiency of existing systems and develop strategies for improving or further leveraging these systems
Keep up to date on new technologies related to the system and industry
Meet with decision makers, systems owners, and end users to help identify business, financial, and operations requirements and systems goals
Provide systems analysis (e.g. creation of technical requirements, access framework, data flow and operational process mapping, system testing) expertise focusing on gap identification
Provide ongoing support structure and the Roles and Responsibilities are documented before an application or system is approved for production readiness and other impacted applications/systems are included in the assessment
Represent production changes to the Change Control Board complying with the requirements of this process
Responsible for handling needs assessments and cost/benefit analysis to align the technology of the company with their business strategies
Organizational Relationship
This position will report to the Director, Digital Originations.
Position Qualifications
Education Requirements
College diploma or university degree in the field of business administration, computer science, engineering, or management information systems or equivalent work experience.
Minimum of 10+ years of work experience.
Knowledge & Skills
Extensive knowledge of Encompass configuration such as business rules, document and program configuration, custom input forms, services management, etc.
Familiarity with Encompass Web configuration.
Strong IT background with an understanding of mortgage operations, products, processes and procedures
Excellent analytical and creative problem-solving skills.
Excellent written and oral communication skills.
Ability to conduct research into systems issues and products as required.
Ability to communicate ideas in both technical and user-friendly language.
Highly self-motivated and directed along with strong critical thinking and engineering/re-engineering skills
Ability to effectively prioritize and execute tasks in a high-pressure environment and work though workflow analysis.
Experience working in a team-oriented, collaborative and customer centric environment.
Familiarity with corporate security policies and managing user access/profiles
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$85k-115k yearly est. 4d ago
Credit Analyst
Churchill Real Estate 3.2
Charlotte, NC job
As part of the Operations team, the Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio.
Responsibilities:
Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants.
Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience.
Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite.
Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies.
Work closely with underwriters and credit risk managers to ensure thorough and accurate risk assessments.
Monitor loan portfolio performance and report on trends or emerging risks.
Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements.
Maintain accurate and organized records of credit decisions and supporting documentation.
Stay informed of changes in regulations and best practices within the residential lending space.
Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions.
Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes.
Qualifications:
Bachelor's degree in Finance, Business, Economics, or a related field.
2-4 years of experience in credit analysis, preferably within the residential lending or real estate sector.
Strong analytical skills with the ability to interpret financial data and assess risk.
Knowledge of residential real estate markets and investment principles.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
$56k-86k yearly est. 22h ago
Property Manager
Highwoods Properties 4.4
Raleigh, NC job
As a Property Manager you will be responsible for the overall operation and financial success of a portfolio of properties consisting of full-service office space in accordance with company policies, procedures, and standards. You will lead the efforts meant to enhance the customer journey and foster a customer-centric culture within the division.
KEY RESPONSIBILITIES:
Spearhead customer relations opportunities to promote open communication and trust between Highwoods and our customers.
Lead the effort to help drive customer retention, reduce churn, and increase overall customer satisfaction.
Build strong customer relationships by proactively address customer concerns and inquiries, demonstrating a positive attitude and dedication to providing exceptional service.
Manage capital improvement projects.
Manage property acquisition and/or new property start up.
Develop and implement ideas to maximize operating efficiency and financial performance.
Administer preventative maintenance programs.
Negotiate and manage vendor contracts within assigned portfolio.
Review and code all property invoices and submit for payment.
Responsible for the financial performance of the assets within assigned portfolio
Research, prepare and implement annual budgets including operating expenses and capital expenditures for building improvements.
Conduct regular property inspections to prevent problems/identify opportunities in accordance with department policy.
Adhere to company, division and department policies and procedures and ensure compliance with codes, regulations, and governmental agency directives.
Review and monitor daily work order report and weekly outstanding work order report.
Initiate customer billings and collection as needed.
Assure optimal functioning of building systems (example, HVAC, fire/life safety, elevators and security systems)
Cooperate with Maintenance Department to administer preventative maintenance programs.
Coordinate customer move-ins (i.e. welcome packages, etc.) and customer move-outs to promote customer relations and protect the property.
Review and provide explanations for monthly operating expense variances greater than 5% and $1000.
Review and understand leases related to assigned portfolio.
Coordinate customer projects and follow-up on customer work requests
Be available as needed on a rotating basis to perform on-call duties and maintain a status of active communication
Prepare, update and distribute information for on-call material
Distribute annual customer surveys and implement response plan based on survey results
Attend and follow up on all customer move in and move out punch list inspections
Adhere to OSHA requirements related to assigned portfolio
QUALIFICATIONS, KNOWLEDGE, SKILLS, ABILITIES:
Proactive attitude and a genuine passion for delivering exceptional customer experiences
Effective organization and time management skills, with the ability to prioritize tasks and manage multiple projects simultaneously
Strong interpersonal skills, including the ability to communicate effectively with diverse stakeholders and build positive relationships
Proactive mindset with a focus on continuous improvement and problem-solving
High level of professionalism, integrity, and discretion in dealing with sensitive information and situations
Detail-oriented and analytical, with the ability to review leases, financial statements, and operational reports with accuracy
Flexibility and adaptability to changing priorities and environments
Excellent written and oral communication skills, with proficiency in MS Office and internet applications
EDUCATION and EXPERIENCE:
Bachelors Degree strongly preferred
5+ years experience in commercial property management
Proven record of providing excellent internal and external customer service
Budgeting and reporting experience
Proven experience managing capital improvement projects
Why Join Our Team
At Highwoods you will be part of our people-focused culture, which is a supportive environment where your growth and success are as important as that of our customers. With our customer-centric design, everything we do is driven by the goal of delivering greater value to our customers, their teams and our shareholders. We build and operate spaces that are more than workplaces; they are vibrant parts of the community where success and creativity flourish.
What Sets Us Apart
As part of the Highwoods team, you're not just taking on a job; you're joining a culture that values integrity, collaboration, and growth. We believe our culture is the key to success in the dynamic world of commercial real estate. Every member of our team plays a role in defining and upholding this culture; it's not just words on a page, but a way of working and living every day. We are more than just a commercial real estate company-we are in the business of creating remarkable workplaces that inspire and support growth, community and connection.
WORK ENVIRONMENT and PHYSICAL REQUIREMENTS:
This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, and video conferencing equipment.The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Work is of a general office nature; while performing the duties of this job, the employee is regularly required to sit, stand, stoop, balance, walk, kneel, crouch, talk, hear, and see; required to use arms and hands to reach; typing on computer keyboard and using phone is required. Must be able to inspect all areas of the properties, including roof, and/or basement.
May occasionally lift, push, or pull up to 10 pounds.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$47k-65k yearly est. 2d ago
IT Asset Management Admin
CTC 4.6
Liberty, NC job
Who we are:
Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Client. As one of the world's most admired brands, Client is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We're looking for diverse, talented team members who want to Dream. Do. Grow. with us.
What we're looking for:
The CLIENT IT Admin position will perform weekly/daily tasks including but not limited to the following for all IT expense assets to ensure all inventories are maintained at the correct levels: Procurement, Receiving and Asset management tasks.
Inventory tracking for all IT expense assets.
Procurement should align with the forecasted budget and ensure that equipment is acquired to support all regional, local, and shop-initiated projects, meeting planned targets.
What you'll be doing:
Lead local site services and project procurement activities, including creating procurement requisitions in Ariba and maintaining the local AP100 system.
Monitor and track checkbook budgets to ensure accurate financial oversight.
Manage asset and inventory issues, escalating concerns to site management as needed.
Oversee equipment auditing, tracking, receiving, and reconciliation processes.
Qualifications/ What you bring (Must Haves):
This is a highly mobile role requiring oversight of capital equipment across a 9-million-square-foot facility, ensuring effective asset management on the plant floor throughout the site.
Ability to handle multiple tasks at once by priority.
Hands on experience in IT Asset lifecycle management.
Hands on experience in MS Office.
Hands on experience in procurement and inventory tracking.
3+ years of experience in managing IT assets.
Strong organizational abilities combined with excellent oral and written communication skills.
Added bonus if you have (Preferred):
Accounting and/or budgeting background.
Prior experience with Ariba Procurement and budget.
$64k-103k yearly est. 3d ago
Investment Real Estate Banker
First National Bank of Pennsylvania 3.7
Raleigh, NC job
Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future.
Investment Real Estate Banker 3
Business Unit:Commercial Banking
Reports to:Varies by Assignment
Position Overview:
This position is primarily responsible for the marketing, underwriting and portfolio management of income-producing real estate assets.The incumbent solicits, evaluates, authorizes, or recommends all aspects of the credit loan process of commercial, real estate or mortgage loans.The incumbent advises borrowers on financial status and methods of payments.The incumbent develops and manages the borrower's Bank relationship including cross-selling Bank services and products.
Primary Responsibilities:
Meets with clients and prospects to obtain information for loan applications and to answer questions about the process. Explains to customers the different types of loans and credit options that are available and the terms of those services. Analyzes applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
Requests and compiles copies of loan applicant, credit histories, background, credit information, tax returns, financial state and debt obligation information, corporate financial statements, and other financial information. Submits applications to credit analysts for verification and recommendation. Computes payment schedules.
Confers with credit representatives to aid in resolving loan and borrower problems. Negotiates payment arrangements with customers who have delinquent loans.
Analyzes potential loan markets and develops referral networks to locate prospects for loans. Works with clients to identify their financial goals and to find ways of reaching those goals. Markets bank products to individuals and firms, cross-selling bank services that may meet customer's needs.
Reviews and updates credit and loan files. Reviews loan agreements to ensure that they are complete and accurate according to policy. Manages accounts for delinquencies, credit reporting and asset quality.
Handles customer complaints and takes appropriate action to resolve them.
Stays abreast of new types of loans and other financial services and products to better meet customer's needs.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
7
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in an equivalent lending or banking position and in a successful business relationship in a customer focused position
Knowledge of banking laws and regulations
Experience in community and civic activities
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Valid Drivers License
Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck)
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$140k-258k yearly est. 4d ago
Mortgage Loan Sales
First National Bank of Pennsylvania 3.7
Kitty Hawk, NC job
Primary Office Location:30 Isabella Street. Pittsburgh, Pennsylvania. 15212.Join our team. Make a difference - for us and for your future.
Mortgage Banking Consultant
Business Unit: Mortgage Administration
Reports to: Varies based on assignment
Position Overview:
This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals.
Primary Responsibilities:
Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals.
Counsels customers on lending options and solutions to meet their needs.
Supports and facilitates key banking partnerships.
Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations.
Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
BS or BA degree preferred.
Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$35k-78k yearly est. 4d ago
Assistant Manager, Branch Office - Western Jacksonville
Navy Federal Credit Union 4.7
Jacksonville, NC job
To assist the Branch Manager of a small/medium/large branch office by overseeing the efficient operation of the branch to ensure operational functions are completed and properly performed by branch staff.
Responsibilities
Supervise and lead branch team to provide members the full range of Navy Federal Credit Union products and services including lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts
Assist the Manager in monitoring cash operations and branch self-auditing efforts to keep credit union assets secure and within operational limits
Manage staff to ensure vault opening, closing and balancing procedures are completed
Participate in outside marketing and promotional activities for members and potential members through financial presentations, local events and realtor/trade shows and events
Participate in recruiting efforts, on-boarding and initial training of team members
Participate in budget, purchasing, tracking and records retention for business expenses
Guide team development for continual growth in technical, soft and leadership skills
Provide applicable support to ensure team achieves and maintains product, service and business goals, including cross servicing of Navy Federal products and services
Assist with leading and training team members to deliver high quality service to our members
Analyze reports and conduct trend analysis to optimize business performance
Ensure compliance with all security, safety and emergency preparedness procedures
Ensure compliance with all HR related policies, practices and procedures, such as timekeeping, recruiting, compensation, separations, leave usage, etc.
Ensure the team follows, complies with and regularly reviews all required policies, practices and procedures
Perform supervisory/managerial responsibilities:
Supervise daily activities
Ensure adequate/skilled staffing; select employees
Establish performance goals and priorities
Prepare, conduct and review performance appraisals
Develop, mentor, and counsel staff
Provide input and/or prepare budget requirements for Annual Financial Plan (AFP)
Ensure section/branch goals and objectives align with division/department strategy
Ensure efficiency of operations
Act as Manager in the incumbent's absence
Perform other duties as assigned
Qualifications
Scorecard criteria requirements as defined by Branch Operations Governance or applicable external experience
Working knowledge of applicable federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, savings and checking accounts
Working knowledge of multiple financial products such as consumer mortgage loan, credit cards, and/or savings/checking accounts
Working knowledge of functions relating to cash and ATM operations
Ability to manage multiple priorities independently and/or in a team environment
Exposure to member/customer service operations
Exposure to mentoring and leading employees
Effective organizational, planning and time management skills
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill interacting with staff, management, vendors and members diplomatically and tactfully
Effective verbal and written communication skills
Effective word processing and spreadsheet software skills
Desired Qualifications
Bachelor's Degree in Accounting, Business Administration or the equivalent combination of training, education, and experience
Familiarity with financial institution and lending practices, principles and regulations
Familiarity with retail banking industry best practices
Hours: Available Monday - Saturday: hours based on business needs.
Location: 1171 Western Blvd, Jacksonville, North Carolina 28546
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
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and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$49k-63k yearly est. 5d ago
Customer Segment Consultant
Bank of America 4.7
Charlotte, NC job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This role is accountable for design, analysis, execution and/or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals for one of the Customer Segments (i.e. Retail, Preferred & Small Business). Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery to ensure the customer view is at the forefront of decisions in the achievement of goals. Accountable for initiative support, coordination, robust analysis and communications.
This role will reside within the Business Enablement and Intelligence team and will be responsible for supporting the Workplace Benefits data strategy to help drive revenue, optimize expenses, and deliver for our clients. The role will partner directly with stakeholders to develop business requirements, participate in user acceptance testing, and analyze data. Additionally, this individual will be asked to explore leveraging enterprise Business intelligence tools (e.g. MicroStrategy, Tableau, Alteryx etc.) to help deliver streamlined / automated reporting. The candidate will be required to work with peers across Workplace Benefits and across the company in other LOBs (e.g. Technology, CXO, Merrill, Consumer, etc.) to exert influence, integrate, and ultimately deliver mutually beneficial outcomes.
Responsibilities:
Liaison with technology and business partners to develop and design consumable reporting views
Partner with Workplace Benefits Sales, Product, Relationship Management and Participant Experience teams to define data and reporting priorities
Partner with Workplace Benefits Controls and LRC to proactively manage risk associated with access and use of Workplace Benefits data
Proactively identify new reporting tools to streamline processes and provide improved insight to business partners
Proactively develop and deepen trusted relationships with peers across Workplace Benefits and partner LOBs (e.g. Workplace Benefits Technology, Merrill, Private Bank, etc.)
Support the development of data requirements, analysis, and reporting for other ad hoc priorities
Requirements:
Minimum of 5 years of data analysis / data strategy
Demonstrated experience with reporting analytics platforms and tools
Desired:
Hadoop
Alteryx
Tableau
MicroStrategy
Agile
Project Management
Bachelor's Degree or equivalent work experience
Skills:
Attention to Detail
Collaboration
Verbal and Written Communications
Problem Solving
Business Analytics
Continuous Improvement
Critical Thinking
Excellent analytical and organizational skills, with reporting and / or data management experience strongly preferred.
Proficiency in data management - data quality, metadata management and governance
Data analysis experience with strong SQL writing skills
Ability to translate requirements from business leaders to operationalize reporting
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
For internal employees; participation in a work from home posture does not make you ineligible to post
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range$73,200.00 - $116,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$73.2k-116.9k yearly Auto-Apply 60d+ ago
Digital Product Manager - Salesforce Practice (REMOTE--VA, NC, MD, PA, GA)
Atlantic Union Bank 4.3
Greensboro, NC job
The Digital Product Manager will lead a team of direct and cross-functional resources across multiple business, IT, and operational teams. This is a critical and highly visible role requiring significant stakeholder influence and relationship management both internally (Line of Business Leadership, Marketing and Technology Senior Leaders and other functional experts) and externally (Strategic Partners, Vendors, and leading technology companies). This individual will lead a team of Digital Product Owners and Business Analysts in execution of Atlantic Union's Digital Strategy.
Position Accountabilities
Lead team of product managers responsible for the following:
Assist each Line of Business in creating and implementing digital visions, strategies and roadmaps that address the business needs and future growth
Assess digital platforms in the external marketplace and make recommendations for potential partnerships
Identify opportunities to leverage digital techniques for greatest strategic impact and defining the priority capabilities required to succeed
Develop the business cases and business requirements for digital opportunities and drive to execution
Lead multi-disciplinary teams to shape and implement digital strategies, programs, and initiatives
Bring the voice of the customer/client and the voice of the advisor/employee into our product features, ensuring that features delivered are aligned with the intended business outcomes, and align work with our target architecture road map
Develop and manage goals and key performance indicators
Partner with Marketing for acquisition support, product positioning, promotion of digital products and services and onboarding activities
Understand all aspects of the internal and external environment including customer met/unmet digital needs through research efforts, in-depth understanding of voice of the customer, industry trends, vendor/platform capabilities and best practices for servicing the digital needs of our customers
Continuously assesses competitive moves and monitors performance against objectives.
Present data, strategies and recommendations to senior management to build buy-in to strategic recommendations
Prioritize product requirements and coordinate release plans with IT and key constituents.
Serve as primary business point of contact for implementation activities and work closely across with key constituents to meet scheduled milestones
Guide and direct complex projects, identify key stakeholders and gain participation.
Lead team of analysts responsible for the following:
Document business requirements and translate into technical requirements to guide the implementation of new features, systems, and enhancements.
Meet with decision makers, systems owners, and end users to help identify business, financial, and operations requirements and systems goals.
Serve as the technical focal point for the business in the presentation of the new system/application to Atlantic Union's Application and Architecture Review Board.
Lead design sessions in prototyping new system or functionality for the purpose of enhancing business processes, operations, and information process flow.
Develop and maintain design documentation working across the organization for documenting integration points between systems.
Improve systems by studying current practices and designing modifications.
Recommend controls by identifying problems and opportunities; controls to include system access and configuration management.
Review and analyze the effectiveness and efficiency of existing systems and develop strategies for improving or further leveraging these systems.
Act as liaison to IT and Operations teams for managing change/release management efforts and troubleshooting system and end user issues
Coordinate and perform in-depth tests, including end-user reviews, for modified and new systems, and other post-implementation support.
Organizational Relationship
Reports to Head of Digital Strategy
Position Qualifications
Education & Experience
Bachelor's Degree required
10+ years of financial services experience
5+ years of experience in the digital space
Experience as a people manager
Knowledge & Skills
Excellent verbal, writing and presentation skills
Program management and leadership experience
Strong PowerPoint and Excel skills to assemble & lead executive presentations
Demonstrated experience developing and executing against a strategic plan
Proven ability to develop product roadmaps, define requirements and lead implementation efforts successfully.
Demonstrated interpersonal and management skills; ability to work well as part of a cross-functional team and lead across the organization at multiple levels
Ability to influence diverse, cross functional team to success without direct authority over the team
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$107k-146k yearly est. 4d ago
Account Technician
First National Bank of Pennsylvania 3.7
Greensboro, NC job
Primary Office Location:400 Bellemeade St.. Greensboro, North Carolina. 27401.Join our team. Make a difference - for us and for your future.
Account Technician
Business Unit: INSA
Reports to: Varies by Assignment
Position Overview:
The Account Technician's main role is to review the accuracy of policy information and work in conjunction with Account Manager, Account Executive and Sales Executive. The incumbent may work within our Personal Lines, Commercial Lines or Marketing Departments. The incumbent performs every function within their department, shares responsibility of the department in the event of an absence and helps other departments when needed.
Primary Responsibilities:
Reviews renewal policies, endorsements and audits for accuracy and works with Account Manager and/or Account Executive to ensure that these items are delivered or mailed to the client. Assist with data entry of information into agency management system when needed.
May assist Account Manager and/or Account Executive with routine customer service work such as preparing proposals, ID cards and certificates of insurance.
Performs other related duties and projects assigned by Account Manager and/or Account Executive or Supervisor.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
1
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience with insurance preferred but not required
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Property and Casualty License in state of PA preferred within 90 days of employment.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$32k-45k yearly est. 4d ago
Strategic Execution & Operations - Business Execution Consultant
Wells Fargo Bank 4.6
Charlotte, NC job
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About this role:
Wells Fargo is seeking a Business Execution Consultant to participate in resolution of critical regulatory priorities.
Strategic Execution & Operations (SEO) Central Hub drives accountability, standardization, and transparency for enterprise execution of the Company's most pressing regulatory priorities by defining, maturing and monitoring governance routines for all stakeholders. This role will support program operations with regard to closure processes, artifact management and document preparation for external reviews.
In this role, you will:
Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
Determine areas of strength or Business Execution opportunity within defined scope of work
Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
Utilize independent judgment to guide moderate risk deliverables
Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
Collaborate and consult with leaders and executive management
Provide work direction to less experienced Strategy and Execution staff
Participate in user acceptance testing of enhancements to the Program's artifact management system, QA of ad-hoc data files and periodic document migrations
Monitor, track and report on key program activities such as validations, document refresh, etc.
Become a subject matter expert in artifact management and assist program stakeholders with questions and production issues
Assist with maintaining Central Hub sharepoint sites to ensure information is relevant and current
Assist with document packaging for external reviews
Required Qualifications, US:
2+ years of Business Operations or Leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Proficiency with Microsoft tools particularly SharePoint and Excel
Experience creating pivot tables and performing data analysis in Excel
Experience working on a regulatory initiatives
Ability to influence effectively in a matrix environment
Experience interacting with management level in a consultancy capacity
Ability to articulate complex concepts in a clear manner
Ability to take complex topics and boil them down to the salient points for different key audiences
Strong organizational, multi-tasking, and prioritizing skills
Experience working on business cases, prioritization of initiatives, execution, management and resolution of risks and issues while ensuring initiative(s) are delivered within agreed timelines
Ability to turn preliminary or ambiguous information, ideas, or problems into well-defined plans, solutions, and test scripts
Experience administrating a SharePoint site and document / artifact management
Job Expectations:
Work location: 301 South Tryon Street - Charlotte. Expectation is to work in office a minimum 3 days per week per Company Hybrid standard.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
$71k-89k yearly est. 60d+ ago
Fraud Analytics and Innovation Lead Analyst
Bank of America 4.7
Charlotte, NC job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
Responsibilities:
Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
Required Qualifications:
Minimum 3 years SAS/SQL Coding knowledge and/or experience
Ability to manage multiple projects in a complex and rapidly-changing environment
Ability to work independently as well as part of a team
Demonstrate strong analytical skills
Previous risk/fraud analysis, strategy development, or related experience
Strong written and oral communication skills
Intellectually curious and willing to dive into complete issues\problems and solve
Desired Qualifications:
5+ years of risk analysis, strategy development, or related experience
5+ years of SAS or SQL Coding experience
Prior experience in Authentication, Fraud, Debit Card or other related risk fields
Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
Experience managing relationships and projects with external vendor partners
Skills:
Analytical Thinking
Business Analytics
Data and Trend Analysis
Fraud Management
Problem Solving
Collaboration
Innovative Thinking
Monitoring, Surveillance, and Testing
Presentation Skills
Risk Management
Data Visualization
Interpret Relevant Laws, Rules, and Regulations
Issue Management
Oral Communications
Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100) Pay and benefits information Pay range$148,900.00 - $165,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$148.9k-165.3k yearly Auto-Apply 60d+ ago
Bilingual Collections Specialist I
Truliant Federal Credit Union 4.6
Salem, NC job
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
Essential Functions and Responsibilities
Contacts and engages with members by phone, email, and SMS texting to notify of their delinquent status and initiate collecting on loans, credit cards, and overdraft deposit accounts.
Assists members in understanding their financial obligations, obtaining payments, and establishing realistic repayment plans. Follows up when repayment plans are not met.
Documents all communication, payment arrangements, and processes related to collections efforts in a timely and detailed manner within required databases.
Makes decisions, using ethical collection techniques and financial analysis which mitigate Truliant's risk of loss while preserving member retention and promoting member loyalty.
Utilizes multiple operating systems to maintain accounts throughout the collections process.
Handles high volumes of in and outbound calls and servicing requests via email to consistently meet or exceed established Credit Union service standards, key performance metrics, and departmental service level agreements.
Processes recommendations for repossession to the Repossession Specialists.
Performs detailed research and compiles documentation for charge off disputes submitted by members and third-party collection vendors.
Monitors member accounts and identifies signs of potential financial distress to identify opportunities to offer short term modification solutions or refer for workout loan consultation.
Responds promptly to internal and external member inquiries and concerns with professionalism and empathy.
Collaborates with other team members and departments to resolve complex member issues effectively, accurately, and in a timely manner.
Engages in ongoing training and knowledge development of Truliant products, services, and collection techniques through training and self-directed learning.
Provides feedback to management regarding process improvements and opportunities for efficiency gains.
Follows credit union policies and guidelines to ensure compliance with debt collections laws and regulations.
Other Duties and Responsibilities
Assists with other tasks and projects as assigned.
Knowledge, Skills, and Abilities
Bilingual (English/Spanish) proficiency required
Must have a basic understanding of standard concepts, practices, procedures, regulations and compliance within the collections environment
Must have knowledge of collection procedures, bankruptcy concepts, and repossessions and recovery is preferred
Must have excellent negotiation and problem-solving skills, with the ability to handle difficult conversations with members effectively.
Must have excellent communication skills in English, both verbal and written
Must have basic personal computer skills, with knowledge of MS Office
Must be able to show persistence, determination and tact
Must be able to maintain objectivity and emotional stability under pressure
Must have ability to understand all business processes within the credit union
Must be detail oriented and well organized
Must be able to work in a general office environment
Must be flexible and able to shift resources and priorities as required
Must be able to complete all assignments with minimal supervision
Should possess a strong commitment to providing excellent service to Truliant's members
Physical Requirements
Occasional standing, walking, bending, and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
Education and Background
High school diploma or equivalent; college education preferred
Minimum 2 years' experience in financial services, call center, or collections environment required
Bilingual (English/Spanish) proficiency required
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits:
No-cost employee Medical, dental, vision coverage
Prescription benefits (including mail order)
Paid holidays and Paid Time Off (PTO)
401(k) plan with contribution matching
Paid community involvement volunteers hours
Paid group life Insurance
Teammate loan discounts
Tuition reimbursement
Short and long-term disability
Health & Wellness program
Teledoc (physician video conferencing)
Onsite fitness facilities or health club reimbursement
Employee Assistance Program (EAP)
Medical flexible spending account
Dependent care flexible spending account
$36k-42k yearly est. 4d ago
Market Area Manager - Greenville, NC
Credit Acceptance 4.5
Fayetteville, NC job
Credit Acceptance is proud to be an award-winning company with local and national workplace recognition in multiple categories! Our world-class culture is shaped by dedicated Team Members who share a drive to succeed as professionals and together as a company. A great product, amazing people and our stable financial history have made us one of the largest used car finance companies nationally.
Our outside sales professionals are on the front line pushing the boundaries of our company growth and revenue generation. We continuously strive to meet our company goals by increasing quality dealer enrollments, building relationships, and consulting with our dealers on how to improve their business. Our sales force is nationwide, and they receive strong support from our many resources at the corporate offices. As an employee-centric organization, we have an intense focus on professional development and continuous improvement that contributes to making this a Great Place to Work!
Outside Sales- Market Area Manager | Dealer Relationships
About this Position:
Market Area Managers work within their assigned geographic territory in the field. Residence within or near this assigned territory is required.
Credit Acceptance offers our team members in the sales department:
Uncapped earning potential with a base salary and uncapped monthly performance-based commission, total compensation depends on the impact you make in your market
Quarterly profit sharing, company phone and computer, plus automobile and mileage allowance
Excellent benefits package beginning day 1 that includes 401(K) match, adoption assistance, tuition reimbursement, comprehensive medical/dental/vision and much more
Progressive career opportunities as demonstrated by our record of promoting internally
Flexibility to set your own schedule and manage your own territory, ideal for self-starters
A dedicated support system including structured and continued training
Work-life balance with generous PTO beginning on day 1
Who We Are Looking For:
We are looking for driven, consultative, and influential sales professionals to continue to lead our market growth. Our ideal candidate exhibits:
Motivation to succeed and achieve goals
Drive to continuously improve oneself and their customers
Demonstrated sales successes with an established track record of achievement and progression
Consultative sales experience through a detailed needs analysis, direct communication and a solutions-based mindset
From B2B to finance, our Market Area Managers come from a variety of backgrounds and industries. While not limited to these titles, some of our most successful Market Area Managers come from the following backgrounds:
Account Managers
Account Executives
District Sales & Sales Managers
Field Sales & Territory Managers
Area Managers
Business Development
Business Managers
Finance & Insurance (F&I) Managers
Responsibilities:
As a sales representative for Credit Acceptance, you will be provided with continuous training to help you achieve success within your assigned territory. Responsibilities in your area will include:
Prospecting automotive dealerships to enhance business development outcomes
Account management & client services to build a strategic and consultative relationship with customers
Running a territory with entrepreneurial drive and dedication similar to a small business owner
Qualifications:
Minimum travel of 80% in the market
Proven track record of success in a competitive sales environment
Bachelor's degree or equivalent work experience
A valid driver's license, insurance and registration
Occasional overnight travel, less than 10%
Preferred:
Knowledge or experience in auto finance or retail operations of automobile dealerships
Existing relationships with dealers in the defined territory
Targeted Compensation: $111,450 + Monthly Uncapped Commission
INDSALP
#Zip
#LI-Remote
Benefits
Excellent benefits package that includes 401(K) match, adoption assistance, parental leave, tuition reimbursement, comprehensive medical/ dental/vision and many nonstandard benefits that make us a Great Place to Work
Our Company Values:
To be successful in this role, Team Members need to be:
Positive by maintaining resiliency and focusing on solutions
Respectful by collaborating and actively listening
Insightful by cultivating innovation, accumulating business and role specific knowledge, demonstrating self-awareness and making quality decisions
Direct by effectively communicating and conveying courage
Earnest by taking accountability, applying feedback and effectively planning and priority setting
Expectations:
Remain compliant with our policies processes and legal guidelines
All other duties as assigned
Attendance as required by department
Advice!
We understand that your career search may look different than others. Our hiring team wants to make sure that this would be a fit not just for us, but for you long term. If you are actively looking or starting to explore new opportunities, send us your application!
P.S.
We have great details around our stats, success, history and more. We're proud of our culture and are happy to share why - let's talk!
Required degrees must have been earned at institutions of Higher Education which are accredited by the Council for Higher Education Accreditation or equivalent.
Credit Acceptance is dedicated to providing a safe and inclusive working environment for all. As part of our Culture of Compliance, we are proud to be an Equal Opportunity Employer and value our culturally diverse workforce. All qualified applicants will receive consideration for employment regardless of the person's age, race, color, religion, sex, gender, sexual orientation, gender identity, national origin, veteran or disability status, criminal history, or any other legally protected characteristic.
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$24k-33k yearly est. 4d ago
Member Service Representative (Full-Time) - Western Jacksonville
Navy Federal Credit Union 4.7
Jacksonville, NC job
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Desired Qualifications
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 1171 Western Blvd, Jacksonville, North Carolina 28546
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at
.
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
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Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$25k-31k yearly est. 5d ago
Intern - Mid-Atlantic Commercial Banking
First Horizon Bank 3.9
Winston-Salem, NC job
**Internship Program Duration** : 10 Weeks - June 1, 2026 - August 7, 2026 **Pay** : $20 Our 10-week internship offers a comprehensive and immersive experience for students interested in gaining practical knowledge and skills in the banking industry. You will be exposed to different leaders and aspects of the line of business. You will have the opportunity to complete projects that will help you understand the day-to-day operations of a bank and develop a well-rounded skillset. Additionally, you will have the chance to receive guidance from experienced professionals in the field, participate in meetings, and network with other interns and associates. By the end of the program, you will have gained valuable insights, built a solid foundation in banking practices, and potentially set the stage for future career opportunities at First Horizon.
Work schedule and number of hours worked per week (minimum: 15 - 25 hours) are flexible, within normal business hours.
**The Intern will learn and assist with the day-to-day duties of the Commercial Lending line of business, including:**
· Participate in sales and prospect planning
· Assist with various lending and underwriting processes
· Learn the roles and responsibilities within the Commercial Loan Process
· Learn basics of Commercial Banking by reviewing materials and participating in client calls and deal team discussions
· Introduction to Financial Statement Spreading
· Learn the fundamentals of credit analysis (Five C's of Credit)
· Exposure to Risk Rating methodology
· Assist in updating credit files in the loan origination system
· Perform industry research to assess prospective and existing borrowers
· Review monthly, quarterly, and annual financial statements for trends and/or changes in risk profile
· Exposure to various team members across the Mid-Atlantic footprint
**Qualifications**
· Full-time undergraduate student with anticipated graduation date between December 2026 and June 2027
· GPA of 2.75 or above
· Strong interest in business and finance, though no specific major or field is required
· Resourcefulness, team-oriented, enthusiastic
· Entrepreneurial spirit
· Demonstrated leadership and self-development (work or campus)
· Ability to interface and network with people at all levels of an organization
· Strong communication and collaboration skills
· Strategic and critical thinking skills
**Computer and Office Equipment Skills**
Microsoft Office Suite
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.