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Pelican State Credit Union jobs - 4,387 jobs

  • Member Experience Quality Assurance Specialist (Baton Rouge, LA)

    Pelican State Credit Union 3.8company rating

    Pelican State Credit Union job in Baton Rouge, LA

    The Member Experience Quality Assurance Specialist is responsible for conducting quality audit evaluations and new account and loan reviews across various member service channels within the credit union, including but not limited to Contact Center and Retail Branches and their interactions with members. This role is crucial in ensuring consistent, high-quality member experiences through all contact points, encompassing video, electronic, and voice communications. The selected candidate will provide detailed reports and actionable insights to leadership, highlighting areas for improvement and excellence. Our Member Experience Quality Assurance Specialist must embody Pelican's Core Values and provide excellent service in all that they do. A Day in the Life of a Loan Support Specialist INCLUDES: Conduct audits of phone calls, written communication, and documentation in Contact Center, Retail Branches, and other departments to ensure quality expectations are consistently being met, individual coaching needs are being routinely addressed, and operational excellence can be achieved. Score chat, text, video, email, phone call, written communication, and account and loan documentation according to pre-defined criteria, and record results for reporting purposes. Communicate outcomes of quality assurance audits to department and branch leadership and recommend individual coaching opportunities to the employees and managers. Audit new memberships, accounts, and loans and score them according to policies and procedures for employees on both the frontline and back-office. Recommend and implement staff education based on audit findings to improve service quality. Complete other job-related duties as assigned. Loan Support Specialist Skills and qualifications include: 3 years of experience at a financial institution opening member accounts and auditing or performing quality assurance reviews on member interactions, documentation, and/or member accounts. 1 year of consumer lending experience is preferred. 2-year college degree in business administration or related field of study. Additional directly related experience may be considered in lieu of meeting education requirements. Excellent oral, written, and telephone communication skills. Strong problem-solving, attention to detail, and member service skills. Strong knowledge of Microsoft Office products. Other things you may want to know about this position: Work Schedule Monday - Friday 8:30 am - 5:00 pm Travel Travel is rarely necessary for this position. Work Site Location All work will be performed at our beautiful Corporate Campus located at 2675 O'Neal Lane in Baton Rouge, LA. Why should you join the pelican team? Since 1956, Pelican Credit Union has been providing financial services to individuals and their families throughout the state of Louisiana. We've since grown into the largest state-chartered credit union in Louisiana, now serving over 68,000 members nationwide. Because of our continued growth, Pelican Credit Union is searching for new team members that embrace our Core Values and have a desire to positively contribute to our culture. Our culture is grounded in faith, and we strive to live the golden rule of 'love thy neighbor'. We are dedicated to creating, promoting, and nurturing a safe and inclusive work environment, and we expect the same from each of our employees. We value diverse talents and welcome individuals with unique backgrounds, working styles, and skillsets. We believe that our differences make us a better team by allowing us to make better decisions, be more innovative, and better serve our members and communities. Our full-time employees enjoy amazing benefits including: Medical, Dental, and Vision Insurances with generous employer premium contributions Health Savings Account with employer contributions for eligible employees Employer-Paid Group Life Insurance Voluntary Dependent Life Insurance Paid Vacation & Sick Leave 15 Paid Holidays, including a Cultural Floating Holiday 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5% Paid Time Off to volunteer with approved non-profits and charities Pelican Credit Union is an Equal Opportunity Employer. All Credit Union campuses are tobacco and vape-free.
    $32k-42k yearly est. 4d ago
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  • Business Process Analyst Lead

    City National Bank 4.9company rating

    Remote or Los Angeles, CA job

    WHAT IS THE OPPORTUNITY? This role is an opportunity to play an integral role on the Enterprise Fraud Management team. The role requires Fraud subject matter expertise, accountability for a specific Fraud Risk portfolio (e.g., a product like credit cards, or a channel like digital platforms); understanding the fraud risks and controls in the portfolio; and working with fraud, business, and product partners to mitigate current and emerging fraud risks. The role works closely with the Fraud Controls and Surveillance (rules and data science) and Fraud Operations teams to ensure appropriate management of fraud risk and client experience. The role requires regular executive level communication, a deep understanding of fraud risk, and strong analytical capabilities enabling the identification and remediation of fraud risk. WHAT WILL YOU DO? Leverage data to identify current and emerging fraud risks and to design suitable fraud control augmentations. Work with business, product, or channel owners to ensure awareness of fraud risks and to influence adoption of fraud controls that are commensurate with risk appetite and client experience expectations. Effective communication of fraud trends and solutions is critical. Key stakeholders include business, technology, and risk partner teams. Support new or existing product / channel fraud risk assessments to ensure vulnerabilities are identified and steps are taken to mitigate the risk. Develop, disseminate, and present fraud metrics, which enable understanding of risk and the efficacy of implemented solutions. Analyze and measure the effectiveness of existing Fraud and Business controls and develop repeatable and quantifiable improvements. Work collaboratively across Fraud Management and business teams to ideate, test, and implement fraud controls while understanding and communicating upstream/downstream impact of proposed changes. Support development, implementation, and continuous improvement of tools and best practices that support Fraud Risk Management activities. Support a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals. Act as brand ambassador of the Enterprise Fraud Management team by developing strong working relationships across the organization. Contribute to ad-hoc assignments and special projects. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelors or equivalent work experience Minimum of 8 years of experience in financial services with a good understanding of the fundamental principles of banking, project management, and business control work Minimum of 2 years in operations, risk management, quality assurance, compliance, or an internal control/audit capacity Additional Qualifications Subject matter expertise in Credit Card and Debit Card fraud preferred Strong analytical and complex problem-solving skills Strong interpersonal, verbal, and written communication skills Advanced expertise in Microsoft Office Suite (required), including Microsoft, PowerPoint, Excel; preferably also Microsoft Visio Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities Ability to work independently and in a self-directed manner Ability to interact with all levels of management WHAT'S IN IT FOR YOU? Compensation Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. #CA-NW. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.#CA-NW.
    $101.2k-172.4k yearly 1d ago
  • Strategic Sourcing Associate - Remote

    Donnelley Financial, LLC 4.8company rating

    Remote or Rockville, MD job

    Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction. Recognizedas one of AMERICA'S MOST LOVED WORKPLACES for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here. Summary: Reporting directly to the Strategic Sourcing Manager, the Strategic Sourcing Associate is responsible for the procurement and strategic development of materials/services commodities within the DFIN organization. The Strategic Sourcing Associate will oversee DFIN's portfolio of vendors to identify cost savings opportunities and manage current/new supplier relationships through contract execution and negotiations. This role is responsible for executing Procurement activities, assisting in contract development, and ensuring alignment with business needs and compliance requirements. Responsibilities: Establish and maintain a portfolio of vendor agreements and supplier relationships for DFIN's vendors. Work in a team environment to implement global sourcing and supplier strategies in correlation with market trends, business needs, and competitive landscape creating company roadmap for short, medium, and long-term gains Negotiate contracts, pricing, and terms with vendors. Leverage both current and new supplier relationships to drive cost reductions, manage long-term agreements, and form strategic partnerships that enhance the supplier portfolio to provide positive financial impacts and increased stability Collaborate with cross-functional business teams to draft and negotiate MSAs and SOW's that align with strategic objectives, clearly articulate business requirements to suppliers, and effectively support the operational needs of each business unit Conduct thorough RFI/RFP process and supplier selection in order to achieve cost targets, adhere to contractual requirements, and follow strategic plans Initiate benchmark analysis to identify potential cost gaps and ensure price alignment across commodities Coordinate with purchase requisitioners to generate purchase orders that align with Master Product and Service Agreements and support annual budgetary planning and compliance Collaborate effectively across all organization levels and functions to drive business units toward common goals and objectives that are in alignment with procurement initiatives Conduct commodity and supplier analysis to recognize and implement potential opportunities, gaps and risk analysis, and areas for efficiency gains Ensure the organization's procurement and contracts (and contract management) policies, processes, procedures, standards, and guidelines are followed Ascertain relevant market knowledge and best practices to offer alternative/improved solutions driving improvements in business operations Qualifications: Bachelor's degree in business, Supply Chain, or related field 3-5 years' experience in Purchasing as a Buyer, preferably in IT Procurement with a focus on vendors in IT Software, SaaS, Infrastructure, Network/Telecom space. Preferred Skills: Experience in effectively managing supplier relationships Experience in negotiating contracts relating to corporate business units Working knowledge and understanding of NDAs, MSAs, EULAs, SOWs and DPAs Demonstrate a solid understanding of legal terminology, contracts, contract language, contract terms and conditions, and contract redlining. SAP experience is a plus Demonstrate ability to use critical thinking when analyzing and resolving issues Demonstrate foundational project management skills and the ability to manage multiple tasks and priorities in a dynamic environment. Strong interpersonal, problem-solving, and project management skills required Well-versed negotiation skills with capability to employ creative measures to achieve optimal results Excel, MS Office Suite intermediate skills a must Robust analytical aptitude to generate business cases and sourcing opportunities It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status. If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to . At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
    $79k-130k yearly est. 3d ago
  • President & CEO

    Kentucky Society of Association Executives Inc. 3.5company rating

    Remote or Illinois job

    The ANFP President & CEO serves as the visionary leader, guiding the organization's strategy, success, and culture. Together, the President & CEO and the Board of Directors assure ANFP's relevance to the foodservice industry, the accomplishment of ANFP's mission and vision, and the accountability of ANFP to its diverse constituents. Position Responsibilities Assists the Board in determining ANFP's values, mission, vision, short- and long-term goals. Assists the Board in monitoring and evaluating ANFP's relevance to the foodservice industry, its effectiveness, and its results. Keeps the board informed through regular communication, providing both formal and informal updates on organization performance, strategy, and key issues. Identifies problems and opportunities and addresses them; brings those which are appropriate to the Board and/or its committees, facilitates discussion and deliberation. Informs the Board and its committees about trends, issues, problems, and activities to facilitate policymaking. Recommends policy positions. Provides general oversight of all organizational activities, manages day-to-day operations, and assures a smoothly functioning, efficient organization. Leads the executive team by setting expectations, fostering collaboration, promoting a high-performance culture driving the organization strategically towards its objectives. Assures program quality and organizational stability through development and implementation of standards and controls, systems and procedures, and regular evaluation. Assures a work environment that supports and enables successful recruitment, retention, and the development of qualified personnel and volunteers. Drives organizational and cultural initiatives, fostering a positive and inclusive work environment. Oversees the fiscal activities of the organization, ensuring that resources and investments are managed prudently and according to policy, services are produced in a cost-effective manner, solid budgeting and accounting systems and controls are in place. Assures the filing of all legal and regulatory documents and monitors compliance with relevant laws and regulations. Acts as an advocate, within the public and private sectors, for issues relevant to the organization, its services, and constituencies. Facilitates the integration of the organization into the fabric of the foodservice industry by assuring the use of effective marketing and communications activities. Oversees comprehensive communications that incorporate various types of media to help keep members informed and current on ANFP activities, legislative and regulatory matters, and local and national issues impacting the member profession. Identifies the key relationships necessary to support an effective organization and assures proper planning, relationship building, and communications to develop and maintain these. Serves as organization's chief spokesperson and acts as advocate for issues relevant to the organization including legislative and regulatory matters, partnerships, and other stakeholder concerns. Required Experience and Education : Bachelor's degree from an accredited college or university; master's and/or other advanced degree preferred; CAE desirable. RDN or CDM, CFPP credential desirable. Minimum of ten years' executive level experience in association management, and/or a public or private business organization, with demonstrated increased responsibility. Foodservice industry related experience is a plus. Previous experience working with a Board of Directors. Must possess outstanding advocacy skills, business, and marketing skills as well as strong financial management, communication, strategic planning, public relations, community relations, governmental relations, and interpersonal skills. Proven track record of successfully managing a complex and diverse organization that provides the highest quality of service to its members, customers, employees, and stakeholders. Results oriented record of achievement in organizational leadership, strategic thinking, and interpersonal skills. Verbal and written communications skills to connect effectively with all levels of company and industry representatives. Experience managing a fully virtual workforce preferred Additional Information ANFP is a leader in workplace culture and benefits with work-life balance supported with a flexible work schedule, a generous paid time off schedule, and other competitive benefits including medical, dental, vision, life, and disability insurance. In addition, we offer a flexible spending account, and a safe harbor non-elective contribution 401(k) plan. The Association of Nutrition & Foodservice Professionals is committed to creating a diverse work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, age, veteran status, or another other basis protected by law. Pre-employment screening including a criminal background check, verification of academic credentials, licenses, certifications, and/or verification of work history is required for this position. Unsolicited resumes will not be considered. This position is remote, however, will require travel to periodic meetings in the Chicago metropolitan area. Additionally, up to 20% travel for board and/or committee meetings, business development, events, and professional development is required. To apply, please submit a letter of interest and resume to ************************ #J-18808-Ljbffr
    $165k-237k yearly est. 2d ago
  • Head of Digital Experience & Member Engagement (Remote)

    Kentucky Society of Association Executives Inc. 3.5company rating

    Remote or Alexandria, VA job

    A professional membership organization in Virginia is seeking a Director of Digital Experience and Engagement to transform member interactions through digital platforms. The role requires 7-10 years of experience in managing digital platforms, a Bachelor's degree in a related field, and familiarity with AI tools. The position offers a competitive salary and telework flexibility. Candidates are encouraged to apply by December 20th. #J-18808-Ljbffr
    $101k-152k yearly est. 5d ago
  • Senior Structured Finance & Funding Lawyer - Remote

    Guggenheim Partners 4.2company rating

    Remote or Chicago, IL job

    A global financial services firm is seeking a Senior Transaction Lawyer to support structured finance operations in Chicago. The role involves drafting and negotiating key financial documentations and collaborating with various teams to mitigate legal risks and ensure compliance. Candidates must possess a Juris Doctor degree, at least 10 years of relevant experience, and be licensed in New York or Illinois. The salary ranges from $150,000 to $250,000 annually, reflecting both experience and location. #J-18808-Ljbffr
    $150k-250k yearly 1d ago
  • Mortgage Loan Processor

    Capital Bank Md 4.3company rating

    Remote or Rockville, MD job

    About Us Capital Bank N.A. is headquartered in Maryland, and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose Capital Bank is looking for a Mortgage Loan Processor to join our team. The Mortgage Loan Processor works closely with loan originators to process mortgage loans in order to provide a seamless customer experience. The Mortgage Loan Processor's primary function is to ensure the timely and accurate submission of loans to Underwriting. Position Responsibilities Gathers and analyzes documentation and other information to take each loan application from once setup to closing Contacts borrowers and referral sources as an introduction within 3 days (72 hours) of receipt Reviews all income documentation to ensure that is accurate and supports the guidelines in place for a specific loan product Reviews product guidelines to make sure that the loan fits and the necessary documentation is obtained, including: Verify 2 years of continued employment - document any gaps Review asset documentation Review credit report Review appraisal Review title work Review hazard insurance Obtain payoffs on refinances by contacting current mortgage holder Make sure all documentation is legible Obtain all required certifications from agent - termite, well, septic, etc. and review upon receipt. Actions as needed. Monitor daily closing schedule and make sure all loan are scheduled - if not scheduled notify Title Company, Agent and/or Loan Officer and schedule with closing department Submit loan to underwriting in appropriate file order Clear all Prior to Closing conditions. - Loans must be "clear to close" at least 48 hours prior to closing Advise borrower of loan decision and any required conditions Inputs proper loan information into Encompass so that data and supporting documentation are accurate. Contacts borrowers to obtain additional documentation as necessary to meet loan guidelines Follows Processing procedures as designated by Processing Manager Must meet crucial deadlines such as financing contingencies and closing dates Works with the MLO and/or LOA regarding missing/requested items Updates conversation logs in Encompass Minimum Education & Experience 3-5 years experience in a loan processing role with experience handling loans from start to finish. Recent experience in the mortgage industry as an assistant, loan processor or loan officer is preferred. Experience communicating with borrowers regarding lending requirements. Experience processing conventional, FHA and VA loans. Experience with Encompass software is required. Preferred Skills & Qualifications Strong background in calculating income is preferred. Proficient in Microsoft Office Suite including Word, Excel, PowerPoint and Outlook. Excellent verbal and written communication skills. Proven customer service ability is required. Must have knowledge of lending terminology and the ability to effectively communicate to borrowers. Knowledge of underwriting would be helpful. Independent worker that can produce results Ability to take initiative Ability to work in a fast-paced environment and deliver accurate results. Compensation: Base Salary Range: $25.51 - $35.71 per hour. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Working Arrangements 100% remote role We're currently hiring only within our core locations, which include Maryland (MD), District of Columbia (DC), Virginia (VA), Pennsylvania (PA), Delaware (DE), Indiana (IN), Illinois (IL), South Carolina (SC), Florida (FL), and North Carolina (NC). Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more! Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an Affirmative Action, E-Verify, & Equal Opportunity Employer. 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.
    $25.5-35.7 hourly 3d ago
  • Remote Tax Director - Corporate & Startups Practice

    Escalon Services, Inc. 4.1company rating

    Remote or Chicago, IL job

    A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth. #J-18808-Ljbffr
    $109k-164k yearly est. 1d ago
  • AI-Driven Growth & Brand Strategy Leader

    Escalon Services, Inc. 4.1company rating

    Remote or Chicago, IL job

    A dynamic business services firm is seeking a Head of Marketing Innovation & AI Strategy to define and scale its brand and marketing strategy. This leadership role, which reports to the CEO, involves leveraging data and AI to drive growth, building a team, and optimizing marketing initiatives. Ideal candidates will have a strong B2B marketing background, experience in technology sectors, and a track record of successful demand generation strategies. The role offers flexibility, with a focus on remote work, and an attractive compensation package. #J-18808-Ljbffr
    $38k-47k yearly est. 3d ago
  • Mortgage Loan Officer (Tidewater Market, VA/ Remote)

    Atlantic Union Bank 4.3company rating

    Remote or Virginia Beach, VA job

    Atlantic Union Bank is hiring Mortgage Loan Officers focusing on Tidewater Market, VA! What's Needed: A minimum of two years' current experience as a Mortgage Loan Officer is required, along with established relationships and production within a specific market. Position Description: Originates and completes mortgage loan applications, submits loan files to processing and provides the highest level of customer service to our customers. Designs and implements comprehensive business plan to increase sales and build relationships with referral sources. Position Accountabilities: Completes telephone, mail-away and face-to-face Loan Applications with clients and approves loan disclosures for distribution to clients. All required fields in the application to be completed including all third party information prior to approval. Determines proper program placement of a loan file (i.e. FHA, VA, Conventional, USDA, etc.). Prices loans and locks rates as per Company policy. Reviews returned applications and documentation for completeness, accuracy, and compliance. Runs AUS and reviews for findings and required documentation. Prepares requested Pre-Qualifications as per Company policy. Orders credit reports, appraisals and title requests. Conducts regular follow-ups with clients and referral sources. Maintains regular communication with applicants throughout the processing period, assisting them with any questions and notifying them of any additional information required. Submits loan file allowing for stated turn times and works in conjunction with assigned Processor. Maintains pipeline of all loans in process, tracks their progress and meets all contractual deadlines. Assists all parties including the Processor during the entire process. Meets or exceeds minimum production requirements. Attends all settlements when possible. Completes annual Business Plan and meets regularly with Sales Manager. Keep informed of trends and developments in the local real estate market and competitive environment, as well as changes in rules and regulations pertaining to both private and government insured mortgages. Maintain a professional image and standards consistent with company policies and procedures. Organizational Relationship: Reports to Sales Manager/Branch Manager Position Qualifications: Education & Experience Minimum of 2 years loan officer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable. NMLS registration required Knowledge & Skills Proven ability to read, write and communicate at a level consistent with the requirements of this position and to generate independent leads for new business and professionally communicate with existing and past clients. Working knowledge of standard loan products in the industry and strong familiarity with underwriting guidelines. 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. Qualifications Experience2 years: Minimum of 2 years loan officer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable. (required) Licenses & CertificationsNMLS (required) 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.
    $37k-55k yearly est. 3d ago
  • Technical Account Manager - Remote

    Donnelley Financial, LLC 4.8company rating

    Remote or Rockville, MD job

    Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction. Recognizedas one of AMERICA'S MOST LOVED WORKPLACES for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here. Summary: Acts as the technical service liaison between customer, multiple production platforms, and Product. Advocates on behalf of the client with a proactive, collaborative approach to all departments and the production teams. Uses experience and knowledge to provide advisory and consultant services to clients to provide direction in meeting their project needs and goals to achieve and meet specific regulatory requirements of the client. Responsibilities: * Handles day-to-day account management, client interactions and handling routine technical support issues with a growing level of technical proficiency. * Serve as the main technical services liaison for assigned accounts, addressing their needs and concerns with expertise and urgency. * Establish strong, long-term relationships with clients, understanding their business requirements and aligning our solutions to meet their needs. * First point of service escalation for clients, SDAs and internal partners. * Host regular touch points with assigned clients to set priorities, work through challenges, discuss best practices, coordinate testing, holiday coverage, etc. * Participates in QBRs * Conducts Wellness/Optimization checks with clients * Review/approve billing, weekly, end of month and ad hoc throughout week * Working knowledge of SEC regulations and electronic filing requirements (e.g., N-PORT, N-CEN, N-MFP) and experience supporting compliance workflows * Basic knowledge of XBRL dependencies within specific Arc Suite platforms * Basic ability to troubleshoot and problem solve issues and complex application setups. * Basic technical acumen and product knowledge. * Basic production knowledge. Qualifications: * Generally newer to the role, with 1-3 years of Arc Suite experience in technical account management or related fields. * Proven experience and mastery of one or more of the Arc Suite applications; ArcPro, ArcReporting and/or ArcFiling is required. * B.S./B.A. preferred; equivalent experience in lieu of degree accepted. Preferred Skills: * Excellent verbal, written, and interpersonal communication skills. * Self-motivated with strong propensity for action, results and continuous improvement. * The ability to work successfully in a high-energy, fast paced, rapidly changing environment is necessary. * Exceptional organizational skills with the ability to multi-task and manage multiple. processes, programs, and procedures simultaneously while working under pressure to meet deadlines. * Proven track record of solving technical problems. It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status. If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to . At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
    $59k-90k yearly est. 3d ago
  • Senior Alt Investments & RIA Channel Lead - Remote

    T. Rowe Price 4.5company rating

    Remote or San Francisco, CA job

    A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape. #J-18808-Ljbffr
    $118k-153k yearly est. 1d ago
  • Loan Processing Associate

    Onpath Federal Credit Union 3.8company rating

    New Orleans, LA job

    At OnPath Credit Union, we share a passion for delivering exceptional service. Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities to help them achieve financial success. If you thrive in an environment with team members who truly enjoy what they do and you are sales driven and motivated to succeed, then OnPath is the place for you! Voted eleven years in a row as one of the Top 40 Places to Work by the Times Picayune, we offer: Competitive Compensation Impressive Benefits Package including Medical, Dental, Life Insurance, and 401(K) Plan Paid Vacation, Wellness, Sick Time, and more! Interested? Become part of the OnPath team that believes exceptional service defines the core of who we are. The Consumer Loan Processor will work at our corporate office in Metairie. This position is classified as On-Site. The initial salary range for this position is $18.20 - $22.75/hr. based on skills, experience and responsibilities, with the potential to grow in the organization. Role: As a dedicated member of the OnPath FCU team, this role performs a variety of tasks that in partnership with the surrounding departments, provides cost effective financial services for the benefit of our members who are our primary focus. Our core values are what make us E.P.I.I.C. We are Empathetic to the vast situations and needs of our member's and to each other. We are Passionate about the financial growth and success of our members. We are Innovative in our ideas and goals to remain at the top of our class in financial services. Our Integrity is not an option. We require our employees to be honest and have strong moral principles. We are Committed to our promise to be the best financial advocates for our members and the communities we serve. PRIMARY FUNCTIONS: Conducts daily business interactions and maintains constant alignment with OnPath mission, culture, and core values. Encourages others to act with mission, culture, and core values in mind always. Initiative and judgment are required in the absence of specific direction from management. Ensures value through decision making that supports credit union goals and interests. Leadership: Encourage and develop cooperation among peer members to ensure a "team effort" and commitment to the established Service Expectations. Leads by example, takes initiative, and is open to change. Help create a positive and consistent attitude in your department by owning issues and following up when necessary. Participate in continuing education as approved by Lending Manager. Performs such tasks as may be assigned by his/her supervisor, which is commensurate with the position. Holds self and others accountable for professional and ethical behavior as defined by OnPath Federal Credit Union's mission, culture, and values. Continually works to expand knowledge of what goes on in other parts of the credit union. Maintains positive relationships, shares credit for accomplishments, celebrates success of others, and takes responsibility for mistakes. Service: Promote and maintain a positive image of the credit union to assigned personnel, members, and the community. Maintain professional, respectful, persuasive communication and a courteous attitude when working will internal and external members. Acts as a voice of the credit union. Keeps promises and commitments, earns and maintains trust of others by acting consistently with words and actions. Is direct and truthful by providing straight, honest feedback. Keeps confidence, and is dedicated to the highest standards of integrity, honesty, and trust. Abides by OnPath FCU's commitment to a Sales and Service Culture. Agrees to stay informed on OnPath's products and services to provide the right product to the right member at the right time for the right reason. Community: Participate in community outreach by volunteering to work at different volunteer opportunities presented throughout each year. Major Duties and Responsibilities: Has a thorough knowledge of the documents required for each loan and has the skill to obtain the required information in a friendly and efficient manner. Has thorough knowledge of the loan products and requirements. Detailed oriented, follows directions with ease and consistency and checks for quality work. Communicates clearly with Team members to quickly serve the members needs with every loan type. Files loan documents, reviews loan documents for completeness, and prepares loan documents for imaging. Is responsible for maintaining current information in employee handbook. Is responsible for maintaining the supplies and promotional materials in the loan department. Assist in audits, compliance reviews, and reporting requirements. Communicate with loan officers, underwriters, and applicants to resolve discrepancies or missing information. Verify supporting documentation such as identification, income, credit reports, and collateral documents. Prepare and review loan closing documents for accuracy. Book and fund all loans into the core banking system. Performs tasks assigned by supervisor, which are commensurate with position. Knowledge and Skills EDUCATION/CERTIFICATIONS/LICENSES: * High School diploma or equivalent. Some college preferred. INTERPERSONAL SKILLS: * A high level of interpersonal skills to communicate information, policies, procedures, and objectives effectively throughout the credit union to internal and external members. OTHER SKILLS: Knowledge of loan policies and products and services. Prior loan processing experience preferred. Accuracy in the recording of daily transactions. Procedural knowledge of interviewing skills and techniques. ADA Requirements PHYSICAL REQUIREMENTS/PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, view customer information, and talk or hear. The employee frequently is required to stand and walk. The employee must regularly lift and/or move up to 5 pounds and frequently lift and/or move up to 25 pounds. DISCLAIMERS AND WORK ENVIRONMENT: Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. WORKING CONDITIONS: Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. MENTAL AND/OR EMOTIONAL REQUIREMENTS: Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
    $18.2-22.8 hourly 3d ago
  • Credit Portfolio Manager IV--Equipment Finance (REMOTE)

    Atlantic Union Bank 4.3company rating

    Remote or Richmond, VA job

    Atlantic Union Equipment Finance ("AUEF"), a subsidiary of Atlantic Union Bank ("AUB"), continues to grow and enhance its underwriting and portfolio management team to house and consistently manage credit risk activities of its equipment finance clients. AUEF's objective is to provide integrated end-to-end credit underwriting, identification, measurement, management, and monitoring of AUB's equipment finance clients. The position is responsible for providing an independent perspective in underwriting and managing complex equipment finance loans/leases and relationships up to the AUB's legal lending limit. The position partners with Relationship Managers, Credit Officers, and the Equipment Finance Underwriting Manager in delivering credit solutions through underwriting, portfolio management, deal team management, and extensive internal and external client interaction. A Credit Portfolio Manager IV is expected to be a subject matter expert (SME) in equipment finance, their respective portfolio, and adheres to all regulatory and compliance guidelines. Position Accountabilities Lead the independent underwriting process for new and renewal opportunities for clients and prospects within an assigned portfolio. The position will be assigned the more complex credits and larger portfolios within Equipment Finance. Provide in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and guarantor support for new/renewal opportunities and other credit risk management deliverables. Prepare detailed short or long-term financial projections within a vendor provided solution such as nCino, Moody's Risk Analyst, or within an Excel spreadsheet. Make recommendations to Relationship Managers and Credit Officer regarding credit amount, structure, and policy compliance. Manage assigned portfolio by proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all covenants, identifying issues and following through for remediation, and assisting with compliance and regulatory reviews. Participate or lead client calls with the borrower's CFO (or similar position) and Relationship Managers to address in-depth financial questions, deal information, collection of financial statements, and other portfolio management requirements. Participate in special projects to aid with the continuous improvement in underwriting and portfolio management. Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Prioritize new deal, renewal, and portfolio management requirements and coordinate as appropriate with clients. and prospects, Relationship Managers, Credit Risk, Treasury Management, and other internal and external stakeholders. This senior position may mentor CPMs I, II, and III, as appropriate. Generate new ideas and recommendations for continuous process improvement. Participate in special projects on an as-needed basis Organizational Relationship This position reports to the Equipment Finance Underwriting Manager Position Qualifications Education & Experience Bachelor's degree in Accounting or Finance and seven or more years of experience in a commercial lending environment Knowledge & Skills Experience underwriting across multiple industries and asset types. Knowledge of Equipment Leasing concepts is a plus. Considered a SME for aligned industry, commercial credit and lending concepts, practices and regulations. Advanced written and analytical skills to encompass an ability to analyze balance sheet structure, and income and cash flow trends. Consistently demonstrates ability to make complex decisions and sound business judgments regarding business and lending activities. Skilled in the analysis of financial statements, tax returns and cash flows of commercial & industrial companies. Knowledge of financial statement spreading, including proficiency in preparing pro-forma statements within nCino, Moody's or other software packages. Excellent written, oral and interpersonal skills, to include structuring, negotiating, closing, maintenance, modifications and problem resolution PC proficiency with Word and Excel, including the use of system and user generated formulas, macros, charts, and tables. Ability to research industry sources and equipment types needed for credit evaluations. Strong organization skills with the ability to self-manage time and work flow to meet deadlines. Ability to manage multiple projects at one time. Ability to work independently as well as within a team environment 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.
    $104k-168k yearly est. 3d ago
  • Associate General Counsel - Securities

    Mechanics Bank 4.2company rating

    Remote or Walnut Creek, CA job

    Associate General Counsel - Securities page is loaded## Associate General Counsel - Securitieslocations: Walnut Creek, Californiatime type: Full timeposted on: Posted Todayjob requisition id: R5163Mechanics Bank currently searching for a **Associate General Counsel** to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Walnut Creek location.The Associate General Counsel - Securities supports the General Counsel and Corporate Secretary in the day-to-day operations and functions of the General Counsel's office, working closely with the Bank's Board of Directors, senior management and Bank functions and businesses. Responsibilities will include supporting the General Counsel in compliance with securities laws, including reporting and disclosure requirements; assisting with the preparation of Forms 10-K and 10-Q and the proxy statement; and preparing Form 8-K, Section 16 filings and other SEC filings.**What you will do:*** Advising management on compliance with securities laws and regulations. Including reporting and disclosure requirements and other SEC rules; assisting with the preparation of SEC registration statements Forms 8-K, 10-K and 10-Q and the annual meeting proxy statement, and preparing Form 8-K, Section 16 filings and other SEC filings.* Stock exchange regulations, public company listing standards, including NYSE and NASDAQ governance and filing requirements.* Assisting with quarterly earnings press release materials and meetings, as well as other investor events.* Providing securities law advice and compliance guidance for earnings releases, investor materials, management presentations and other communications.* Assisting with shareholder services matters.* Assisting with the Bank's Insider Trading Policy and Section 16 report filings.* Advising management in securities-related lawsuits, including shareholder disputes, insider trading cases, and other financial litigation.* Reviewing, drafting, and preparing legal documents, including SEC filings, proxy statements, and annual shareholder meeting materials.* Coordinate training on corporate policies, including securities trading and Regulation FD. • Coordinating training on, and the compliance processes for, various corporate policies, including securities trading and Regulation FD.* Providing legal support to the Board of Directors and Board Committees, which includes advising on substantive legal matters; developing meeting agendas; and preparing materials for Board/Committee meetings.* Providing legal advice and counseling with respect to equity-based compensation plans, executive compensation matters and Section 16 reporting.* Advising on other legal matters that arise across various functions within the Bank. • Assisting the corporate secretary function, including subsidiary management, and various other corporate secretarial matters.**Who you are:*** Bachelors Degree from a 4 year institute and Graduate Degree JD required.* Current Bar admission in at least one state.* California licensure preferred.* 7 years professional experience as a practicing attorney, SEC filings and securities law compliance required.* 2 years leadership experience required.* Approximately 0-10% travel required.* Experience in supporting and/or working with boards of directors and senior management.* Experience serving in an in-house corporate secretary office of a public company is preferred.* Extensive experience with SEC filings and securities law compliance.* Proven ability to manage and lead legal aspects of Corporate Finance matters.* Knowledge of public company listing standards.* Familiarity with overseeing Insider Trading Policy and Section 16 compliance matters.* Strong experience advising on reporting and disclosure requirements under SEC, NASDAQ and NYSE rules, and working cross functionally to draft and review all periodic SEC reports and other SEC-related forms and filings* Strong understanding of corporate governance matters.* Excellent work ethic and high degree of professionalism, and a proven ability to work both independently and within a team.* Outstanding verbal and written communication skills.* Superior organization, decision making and problem-solving skills.* Ability to multi-task and work in a fast paced, changing environment and to balance multiple, concurrent projects.**#LI-HJ1**Salary Range: $ 180,000 - $ 270,000 annually Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]:* Medical, prescription, dental, and vision coverage for employees and their eligible family members* Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits* Health Savings Account with employer contribution* Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit* 401(k) and Roth 401(k) with company contribution* 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program* Supplemental Health plans, Voluntary Legal and Identity Theft Services* 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year* Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.* **Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.*** Please view Equal Employment Opportunity Posters provided by OFCCP .* To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.**About Mechanics Bank**Backed by , we are a resilient and resourceful California bank whose core banking and lending principles reflect that of a community bank. For over a century, it has been our foremost commitment to exceed our clients' expectations every day. With a footprint spanning the state of California, we serve individuals, small and middle-market businesses, and large corporations with a full range of banking, wealth management and other financial products and services.bring diverse backgrounds and experience, and work together to deliver for our clients by embracing a culture that values accountability, teamwork and celebrating success. Our collaborative culture fuels the Bank's ongoing achievements, allowing us to grow and make a genuine difference in the communities we serve. We also strive to ensure that all employees feel respected and valued based on who they are. When we harness the power of our differences, we achieve more together.Mechanics Bank is a Member FDIC and Equal Housing Lender. #J-18808-Ljbffr
    $78k-131k yearly est. 5d ago
  • Reporting Analyst III

    City National Bank 4.9company rating

    Remote or Los Angeles, CA job

    WHAT IS THE OPPORTUNITY? The Reporting Analyst III is an integral part of the Enterprise Fraud Management team. The role is accountable for owning and evolving Fraud Risk Management managerial reporting. Reporting includes gathering data from Tableau dashboards, the Fraud Data Hub, and other sources, conducting data analysis, synthesizing insights, developing appropriate visuals, and creating executive ready presentations. The role entails engaging with Fraud Management, Line of Business, Product, or Operations partners to mature current state reporting needs, and to develop and implement future state capabilities. WHAT WILL YOU DO? Assume accountability for Enterprise Fraud Risk's managerial reporting which entails data analysis, insight synthesis, and creation of executive ready presentations. Support the development of an 'on-demand' reporting function that is responsive to Line of Business and Product leader requests for fraud risk insights. Evolve managerial reporting by automating components, where appropriate, to drive accuracy. Create automated reporting tools leveraging Tableau or other data visualization / managerial reporting tools. Monitor Fraud Risk metrics and identify trends and opportunities. Work closely with the Fraud Management partner teams to develop and improve fraud risk metrics and reporting. Support the development and augmentation of managerial reporting controls and procedures. Support a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals. Act as brand ambassador of the Enterprise Fraud Management team by developing strong working relationships across the organization. Contribute to ad-hoc assignments and special projects. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 5 years years of experience with SAS or SQL, or other data management, reporting and query tool or as a Business Analyst Minimum 3 years in the Financial Services Industry Additional Qualifications Experience crafting data driven messaging for executive leader consumption. Advanced capabilities in Microsoft Excel and PowerPoint Fraud Risk Management experience is preferred. Master's Degree in a related field is preferred. Experience in a Management Consulting role. Excellent verbal and written communication skills. Experience creating Tableau dashboards and other reporting and data visualization tools. Experience with SQL, Alteryx and other and query tools. Experience with Snowflake Experience working with Finance partners and with General Ledger data. Demonstrated ability to translate business requirements into solutions utilizing a customer-friendly approach. Demonstrated ability to manage multiple projects and priorities and work in a fast paced environment. Strong leadership and organizational skills Ability to work independently, as well as in a team environment. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. #CA-NW. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.#CA-NW.
    $87k-139k yearly 1d ago
  • SBA Banker

    Renasant Bank 4.3company rating

    New Orleans, LA job

    Job ID 2025-14882 The SBA Banker is responsible for generating SBA loan opportunities and driving them through Renasant's SBA loan process. The SBA Banker works with management, underwriting, closing and portfolio management staff to balance the highest levels of client service, SBA and regulatory compliance and the Bank's growth and income goals. The SBA Banker may be assigned to a geographical territory. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER Responsibilities Develop new business opportunities that generate SBA loans (primarily SBA 7a program) and the various other ancillary Bank products required by SBA borrowers Maintain knowledge of Bank loan and deposit products Maintain thorough understanding of and adherence to the SBA SOP and the Bank's credit underwriting and closing policies and processes Maintain effective working relationships with associates across department lines, particularly commercial bankers in the assigned footprint Understand credit risk and be able to properly structure, evaluate, discuss and mitigate risk in a relationship Present SBA loan requests and relevant considerations to credit team in an effort to screen and determine the Bank's appetite for the request Perform basic analytical and financial analysis Represent Renasant Bank in community activities Attend and participate in all required Bank and Department meetings Perform other related duties as assigned Qualifications The ideal candidate will possess the following traits: Credit first approach to loan origination Advanced problem solving skills along with a team orientation Energetic, ambitious, entrepreneurial approach to business development Trusted advisor to clients, ability to relate to borrowers with varying levels of sophistication Ability to cultivate, teach and develop internal and external referral sources Advanced organization and communication capabilities Minimum: A high school diploma or equivalent Previous credit or lending background and skills Display professional interpersonal, verbal and written communication skills Working (intermediate) knowledge of MS Word, Excel and Outlook Technical knowledge and proficiency to handle the activities and responsibilities of job Fluency in credit criteria and loan structure requirements 2 years of experience in a financial sales role Client service orientation Preferred: Bachelor's degree Commercial loan underwriting and account/relationship management experience 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.
    $38k-66k yearly est. 3d ago
  • Core Systems Programmer

    Onpath Federal Credit Union 3.8company rating

    Laplace, LA job

    At OnPath Credit Union, we share a passion for delivering exceptional service. Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities to help them achieve financial success. If you thrive in an environment with team members who truly enjoy what they do and you are sales driven and motivated to succeed, then OnPath is the place for you! Voted eleven years in a row as one of the Top 40 Places to Work by the Times Picayune, we offer: Competitive Compensation Impressive Benefits Package including Medical, Dental, Life Insurance, and 401(K) Plan Paid Vacation, Wellness, Sick Time, and more! Interested? Become part of the OnPath team that believes exceptional service defines the core of who we are. We are looking for a Core Systems Programmer to join our team! The range for this position is $68,225.49 to $85,281.86 annually based on skills and experience. SCOPE: As a dedicated member of the OnPath FCU team, this role performs a variety of tasks that in partnership with the surrounding departments, provides cost effective financial services for the benefit of our members who are our primary focus. Our core values are what make us E.P.I.I.C. We are Empathetic to the vast situations and needs of our members and to each other. We are Passionate about the financial growth and success of our members. We are Innovative in our ideas and goals to remain at the top of our class in financial services. Our Integrity is not an option. We require our employees to be honest and have strong moral principles. We are Committed to our promise to be the best financial advocates for our members and the communities we serve. PRIMARY FUNCTIONS: The Core Systems Programmer is responsible for customizing third party software to ensure the Company's information needs are met. Works closely with users. Reviews and monitors systems and applications, capabilities, and department needs. Installs, modifies, enhances, and customizes the Company's operating system. Performs a variety of complex programming tasks. Assists programming and operating staff as needed. Coordinates with management to establish and implement programming goals and objectives. The Core Systems Programmer will assist employees in the I. T. Department and all appropriate internal credit union partners. Conducts daily business interactions and maintains constant alignment with OnPath's mission, culture, and core values. Encourages others to act with mission, culture, and core values in mind always. Demonstrates initiative and sound judgment in the absence of specific direction from management. Ensures value through decision making that supports credit union goals and interests. Passionately displays a desire to build rapport and expand relationships with all members both internally and externally. Stays informed on OnPath's products and services to provide the right recommendations to the right members at the right time. Promotes and maintains a positive image of the credit union to peers, members, and communities we serve. Major Duties and Responsibilities: Stays informed of changes in programming and computer technology. Prepares reports of programming activities, discussing changes and their ramifications. Completes records and other required documents. Keeps management informed of significant problems and of progress attained in reaching established objectives. Provides recommendations to establish new and more effective programs and future equipment needs. Suggests programming-related procedures and changes. Maintains systems integrity and performance. Prepares program test data, analyzes test results, and specifies data control procedures for modified and enhanced programs. Gathers data and assesses users' information, reporting, and systems needs. Analyzes business functions and management information needs and seeks new and more effective programming solutions. Analyzes, reviews, enhances, and tailors existing programs to increase operating efficiency or to adapt to information needs. Ensures interactions with users are clear, courteous, and understandable. Communicates as much information as possible to users, including reasons for problems, project status, and deadlines. Responds to users' requests and ideas and follows through promptly. Resolves problems and concerns. Provides assistance, support, and training to users as required. Ensures programs meet users' requirements and are completed on schedule. Acts as a consultant and resource to users. Assists and supports Information Technology personnel as needed. Performs a variety of complex programming tasks, such as designing, documenting, and coding program logic. Ensures programming operations are performed in accordance with established standards, policies, and procedures. Attends and participates in meetings and committees as required. Experience Two to Five years of similar or related experience, including time spent in preparatory positions. 3-5 years experience with Jack Henry technologies, specifically Symitar Episys 2-3 years MS SQl experience Experience with Jack Henry Power frame docs a plus Experience with ARCU a plus. Understanding of Company operations and information needs. Thorough understanding of programming and information systems. Thorough knowledge of business software applications. Education/Certifications/Licenses: College degree (BS or BA in Information Systems Computer Science, or related field), or equivalent combination of education, training, and experience. Interpersonal Skills A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. Other Skills Strong analytical and problem-solving skills. Solid project management abilities. Knowledge of, or the ability to learn, federal, state, and local laws, statutes, regulations, codes, and standards related to the area of responsibility is necessary. Proficiency with database software and the MS Office suite is also required. ADA Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, view customer information, and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and/or move up to 5 pounds and frequently lift and/or move up to 25 pounds. Working Conditions Must be able to routinely perform work indoors in a climate-controlled shared work area with minimal noise. Mental Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Disclaimers Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OnPath FCU is an EOE/M/F/Disability/Veteran
    $68.2k-85.3k yearly 3d ago
  • Talent Acquisition Manager

    Onpath Federal Credit Union 3.8company rating

    New Orleans, LA job

    At OnPath Credit Union, we share a passion for delivering exceptional service. Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities to help them achieve financial success. If you thrive in an environment with team members who truly enjoy what they do and you are sales driven and motivated to succeed, then OnPath is the place for you! Voted eleven years in a row as one of the Top 40 Places to Work by the Times Picayune, we offer: Competitive Compensation Impressive Benefits Package including Medical, Dental, Life Insurance, and 401(K) Plan Paid Vacation, Wellness, Sick Time, and more! Interested? Become part of the OnPath team that believes exceptional service defines the core of who we are. We are looking for a Talent Acquisition Manager to join our team! The salary range for this position is $68,225.49 to $85,281.86 based on skills and experience. This position is classified as On-site. SCOPE: As a dedicated member of the OnPath FCU team, this role performs a variety of tasks that in partnership with the surrounding departments, provides cost effective financial services for the benefit of our members who are our primary focus. Our core values are what make us E.P.I.I.C. We are Empathetic to the vast situations and needs of our members and to each other. We are Passionate about the financial growth and success of our members. We are Innovative in our ideas and goals to remain at the top of our class in financial services. Our Integrity is not an option. We require our employees to be honest and have strong moral principles. We are Committed to our promise to be the best financial advocates for our members and the communities we serve. PRIMARY FUNCTIONS: The Talent Acquisition Manager will oversee the recruitment process and efforts for all open positions within the organization. This role requires partnering with business leaders to develop s, identify key skills, and source candidates through innovative and proactive recruitment methods. The Talent Acquisition Manager will ensure that the hiring process is efficient, professional, and aligned with company standards while continuously enhancing the candidate experience. This role also executes the employee orientation and onboarding programs, internal transfers and promotions, and the 90 day check in process with new hires and managers. Major Duties and Responsibilities Leads the recruitment efforts for all open positions, ensuring alignment with organizational needs. Proactively promotes OnPath's open positions via various platforms to market job opportunities. Assesses current processes and makes suggestions for recruiting efforts and efficiencies. Collaborates with the Director of HR and with hiring leaders to create accurate job descriptions and identify critical skill sets for each role. Posts open positions on appropriate channels, including job boards, social media, and the internal career portal utilizing the Recruiting platform. Manage the internal and external career portals, ensuring all job postings are current and accurate. Sources candidates through proactive strategies, including attending career fairs, LinkedIn research, community networking, and direct recruitment initiatives. Conducts prescreening interviews to assess candidate suitability and alignment with role requirements. Coordinates interview scheduling with hiring managers and provide guidance on behavioral-based interview techniques. Collaborates with the HR Director to ensure job offers align with established compensation bands. Ensure adherence to all applicable regulations and company policies throughout the recruitment process. Maintains timely and thorough communication with candidates, ensuring a positive experience throughout the interview process. Prepares and provides internal and external offer letters in accordance with company standards. Captures New Hire Training Plans from leaders and distributes to new hires on first day of employment. Manages the hiring process by completing new hire onboarding processes such as processing and analyzing background checks and entering new hire information into payroll system before their first day of employment. Coordinates and conducts an inspiring and upbeat orientation session for new hires, providing them with essential information regarding the credit union's history, mission, vision, purpose, benefits, and systems in order to ensure a smooth transition. Coordinates with department leaders and conducts new hire Integration Day monthly to introduce the various departments of the organization to new employees. Conducts 90-day check in's with new hires and leaders to ensure smooth transition into the organization and communicates any gaps to HR leadership. Captures feedback from candidates and hiring managers to make data-driven recommendations for improving the recruitment process. Monitors key metrics, including time-to-fill, and recommend procedural improvements to enhance efficiency. Knowledge and Skills Experience Proven experience as a recruiter, either in-house or at a staffing agency. Strong understanding of recruitment processes and selection methods. Strong organizational and time-management skills. Experience with recruitment software, Applicant Tracking Systems (ATS), and social media platforms for sourcing candidates. Strong written and verbal communication, active listening, and the ability to build relationships with candidates and hiring managers. Ability to analyze situations, make sound decisions, and develop solutions to recruitment challenges. Education/Certifications/Licenses Bachelor's degree in Human Resources, Business Administration, or a related field. Interpersonal Skills A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers. ADA Requirements Physical Requirements Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Disclaimers Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OnPath FCU is an EOE/M/F/Disability/Veteran
    $68.2k-85.3k yearly 3d ago
  • Video Teller (Baton Rouge, LA)

    Pelican State Credit Union 3.8company rating

    Pelican State Credit Union job in Baton Rouge, LA

    Video Teller (Remote or On-site) The Video Teller is responsible for assisting members with financial transactions, servicing existing accounts, and building member relationships through video conferencing, and interactive video phone calls. The Video Teller maintains thorough knowledge of Credit Union products and services and uses consultative selling to identify cross-sell opportunities. A courteous, professional demeanor, the ability to effectively communicate via email as well as video conference, and a high level of integrity are essential to this role. Must be able to support and thrive in a sales and service culture. RESPONSIBILITIES: Process transactions through video transmission via the Interactive Teller Machine (ITM). Work with multiple software programs concurrently to complete transactions and communicate with multiple members simultaneously. Exhibit in-depth knowledge of Credit Union products and services while upholding quality service standards, established controls, security procedures, and compliance regulations. Provide information and referrals to members seeking other services. Achieve all required performance goals and maintain quality measurements. Balancing the teller drawer. QUALIFICATIONS: 1 year of customer service experience Prior experience in a video/remote environment and/or sales experience within a financial institution is preferred A high school education or GED Excellent communication and customer service skills across video, written, and telephone platforms. Ability to adapt to new technology and processes, working in multiple systems simultaneously Strong problem-solving skills with the ability to effectively multi-task under pressure in a video-based environment Solid working knowledge of MS Office products, including Word, Excel, and Outlook. WORK SCHEDULE: Monday - Friday 8:30 a.m. - 5:30 p.m. Required to work rotational Saturday shifts from 8:30 a.m. - 1:30 p.m. TRAVEL AND WORKSITE: On-site Video Teller: Travel: No travel required. Worksite Location: Pelican's beautiful Corporate Campus at 2675 O'Neal Lane, Baton Rouge, Louisiana Remote Option: Travel: Occasional travel to Pelican's beautiful Corporate Campus at 2675 O'Neal Lane, Baton Rouge, Louisiana for training, or to attend meetings, events, etc., as required. REMOTE WORK SITE REQUIREMENTS: Must have a dedicated workspace in an environment free from noise and distractions. Must have a strong, secure internet connection. Must have transportation to report to our Corporate Campus when required for training, meetings, events, etc. Should not be a caretaker of dependents (adult or child) for the full duration of scheduled shift. The candidate is required to spend the first 90 days of employment at our Corporate Campus for training. Upon successful completion of training and demonstrating satisfactory performance, the candidate will be considered for telecommuting privileges. ABOUT US: Since 1956, Pelican Credit Union has been providing financial services to individuals and their families throughout the state of Louisiana. We've since grown into the largest state-chartered credit union in Louisiana now serving over 78,000 members nationwide. Because of our continued growth, Pelican Credit Union is searching for new team members that embrace our Core Values and have a desire to positively contribute to our culture. Our culture is grounded in faith, and we strive to live the golden rule of 'love thy neighbor'. We are dedicated to creating, promoting, and nurturing a safe and inclusive work environment, and we expect the same from each of our employees. We value diverse talents and welcome individuals with unique backgrounds, working styles, and skill sets. We believe our differences make us a better team by allowing us to make better decisions, be more innovative, and better serve our members and communities. BENEFITS: Our full-time employees enjoy amazing benefits including: Medical, Dental, and Vision Insurance with generous employer premium contributions Health Savings Account contributions for eligible employees Employer-Paid Life Insurance Paid Vacation & Sick Leave 15 Paid Holidays each year, which includes a Cultural Floating Holiday 401K Plan with a 5% discretionary profit share contribution, plus a dollar-for-dollar match of up to 5% after 1 year of employment All Credit Union campuses are tobacco- and vape-free. Pelican Credit Union is an Equal Opportunity Employer.
    $24k-27k yearly est. 30d ago

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