Pelican State Credit Union Remote jobs - 3,316 jobs
Contact Center Representative - Remote (Baton Rouge, LA)
Pelican State Credit Union 3.8
Baton Rouge, LA jobs
The role of the Remote Contact Center Representative is to go above and beyond to meet the financial needs of our members. The ideal candidate is a go-getter who craves knowledge and growth in the financial industry. They should be comfortable in a sales environment and must have a reputation for excellent attendance. In all they do, our Remote Contact Center Representatives strive to provide a "WOW" member service experience over the phone, and we are seeking someone who desires to do the same while helping our members on a path to financial wellness.
A Day in the Life of a remote Contact Center representative INCLUDE:
Answering member phone calls and providing first-call resolution on various financial issues.
Actively promoting and cross-selling all Credit Union products and services by identifying member needs in order to achieve established goals.
Utilizing strong listening, communication, and problem-solving skills while diplomatically handling and/or resolving member issues.
Accurately processing member transactions over the phone.
Processing all necessary paperwork and ensuring compliance with all required regulations, procedures, and policies.
Remote Contact Center representative Skills and qualifications include:
A High School Diploma or equivalent.
1 year of customer service experience.
Must meet the requirements for our Telecommuting Program (More information below!)
Excellent oral, written, and telephone communication skills.
Strong problem-solving and member service skills.
Working knowledge of Microsoft Office products, especially Word, Excel, and PPT.
Other things you may want to know about this position:
Work Schedule
Monday - Friday
9:00 am - 6:00 pm
Must be available to work rotational Saturdays
9:00 am - 1:00 pm
Travel
Travel is not necessary for this position.
Telecommuting
Telecommuting is required for this position.
Requirements include:
A dedicated workspace
Secure and strong internet connection
Not being a caretaker for any dependents (adult or child) for the entirety of the scheduled shift
An environment free from loud noises or outside distractions
The first 60 days will be on-site for training at our Corporate Campus located at 2675 O'Neal Lane in Baton Rouge.
Why should you join the pelican team?
Since 1956, Pelican State 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 State 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 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 Insurance with generous employer premium contributions
Health Savings Account contributions for eligible employees
Employer-Paid 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 State Credit Union is an Equal Opportunity Employer. All Credit Union campuses are tobacco and vape-free.
$25k-27k yearly est. 9d ago
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Remote Fractional CFO, Life Sciences Practice
Escalon Services, Inc. 4.1
Chicago, IL jobs
A business process management company in Chicago is seeking a Fractional CFO for its Life Sciences Practice. This remote role requires overseeing enterprise accounting, providing financial insights to clients, and leading financial planning efforts. Ideal candidates will have over 10 years of financial experience, including at least 3 years as a CFO, with a strong understanding of venture-backed companies. Competitive compensation and flexible work model offered.
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$137k-231k yearly est. 4d ago
Test Req
Visa 4.5
Union City, CA jobs
Visa is a world leader in digital payments, facilitating more than 215 billion payments transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable and secure payments network, enabling individuals, businesses and economies to thrive.
When you join Visa, you join a culture of purpose and belonging - where your growth is priority, your identity is embraced, and the work you do matters. We believe that economies that include everyone everywhere, uplift everyone everywhere. Your work will have a direct impact on billions of people around the world - helping unlock financial access to enable the future of money movement.
Join Visa: A Network Working for Everyone.
Job DescriptionQualificationsAdditional Information
Visa has adopted a Covid-19 vaccination policy. As a condition of employment, all employees based in the country where this job is located are required to be fully vaccinated for Covid-19 unless, by reason of a medical or health condition, a reasonable accommodation (such as the option for regular testing, remote working etc.) is approved or as otherwise required by law.
$90k-119k yearly est. 3d ago
Lifecycle Marketing Specialist
Archer Review LLC 4.6
Austin, TX jobs
About the Company Archer Review is a private equity-backed education technology company supporting medical and nursing students in their professional journeys. Our mission is to equip health care learners, educators and leaders with the knowledge, resources and confidence they need to succeed - personally and professionally.
Our fully remote team of educators, clinicians, technologists, creatives and operators support and collaborate one another and share a genuine commitment to making a difference.
Archer Review has been recognized for four consecutive years by Inc. 5000 and for two years by Deloitte Technology Fast 500 as one of the fastest-growing technology companies in the United States. The company also ranks No. 5 on the 2024 Financial Times list and No. 3 on the Inc. Southwest Regionals list for high growth companies.
Our Values
Excellence: We innovate constantly, adapt with agility, embrace challenges, welcome change, move with intention, and hold ourselves accountable.
Outcomes: We deliver real outcomes that include measurable progress, skills mastery, and meaningful achievements.
Empathy: We see the world through the eyes of our learners and partners, meeting them where they are, adapting to their needs, and walking alongside them with compassion and respect.
Service: We are trusted partners who provide forward-thinking approaches and world-class service.
About the Role
We are looking for a Lifecycle Marketing Specialist who will be responsible for developing and executing programs that guide customers through every stage of their journey with Archer Review-from first engagement and onboarding to long-term retention, upsell, and re-engagement.
In this role, you will report to the Director of Growth Marketing and take ownership of designing and managing cross-channel lifecycle programs that drive customer engagement, reduce churn, and maximize lifetime value. You'll work closely with product, content, and creative teams to ensure communications are personalized, value-driven, and aligned with the unique needs of our B2B and B2C audiences.
This role is ideal for a marketer who is passionate about building strong customer relationships, has an eye for detail, and thrives on using data to optimize campaigns and unlock growth opportunities.
Base Salary: $65,000 - $70,000
What you'll do
Map the customer journey: Design and implement multi-touchpoint lifecycle strategies across email, SMS, and in-app messaging to engage customers at every stage.
Retention & engagement: Create campaigns that build loyalty, deepen engagement, and reduce churn through personalized communication and timely interventions.
Upsell & cross-sell: Partner with growth and product teams to identify opportunities for expansion, promoting additional products that match customer needs.
Segmentation & personalization: Use behavioral, demographic, and lifecycle data to deliver targeted, relevant messages to different customer segments.
Experimentation & optimization: Plan and run A/B tests to improve subject lines, creative, CTAs, and timing, continuously refining campaign effectiveness.
Referral Program Management: Oversee and optimize our referral program to drive word-of-mouth growth, ensuring customers have a seamless experience and incentives align with business goals.
Analytics & reporting: Track, analyze, and report on key lifecycle metrics such as email open and click-through rates, demos, activation, retention, churn, and customer lifetime value.
Collaboration: Work closely with product, content, and creative teams to ensure lifecycle marketing initiatives align with brand strategy and business goals.
Innovation: Stay current with lifecycle marketing best practices, tools, and trends, bringing fresh ideas to test and scale.
About you
3-5 years of experience in lifecycle, CRM, retention, or email marketing roles.
Hands-on experience with marketing automation platforms (e.g., HubSpot, Marketo, Pardot, Customer.io, or similar).
Strong understanding of customer journey mapping and behavioral triggers.
Proven track record of building, launching, and optimizing lifecycle programs that deliver measurable results.
Excellent analytical skills; comfortable working with data to inform decision-making.
Strong copywriting and communication skills with a customer-first mindset.
Highly organized and detail-oriented, able to manage multiple projects in a fast-paced environment.
Bonus Points
Experience in Ed-Tech or Healthcare industries
Our Benefits
Comprehensive medical, dental and vision insurance for employees and their families
Flexible & encouraged PTO
Company HSA contribution of $90/month for eligible plans
Company-paid life insurance and disability coverage
401(k) with company match (100% match on first 3%, 50% match on the next 2%)
Archer Review is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences.
Please note that as part of our standard hiring process, the company conducts background checks with the candidate's consent, consistent with applicable local, state, and federal laws. For roles based in or performed in Austin, Texas, background checks are initiated only after a conditional offer has been made, in accordance with the City of Austin Fair Chance Hiring Ordinance.
The pay range for this role is:
65,000 - 70,000 USD per year (Remote (United States))
$65k-70k yearly 2d ago
Strategic Sourcing Associate - Remote
Donnelley Financial, LLC 4.8
Rockville, MD jobs
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
Head of Digital Experience & Member Engagement (Remote)
Kentucky Society of Association Executives Inc. 3.5
Alexandria, VA jobs
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.
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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.
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$150k-250k yearly 1d ago
Remote-Ready Workday HCM Integrations Engineer
Social Finance, Inc. (SoFi 4.5
San Francisco, CA jobs
A leading financial services company in San Francisco is looking for a Senior Workday HCM Integration Engineer. The role includes providing expert support for Workday functionalities, optimizing reports, and ensuring smooth integration with third-party services. Candidates should hold a Bachelor's degree and have over 5 years of relevant experience. A full-time telecommuting option is available, and a competitive salary ranging from $213,512 to $234,863 per year is offered.
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$213.5k-234.9k yearly 1d ago
Manager, Employee Relations
Source One Technical Solutions 4.3
Ridgefield, NJ jobs
Source One is a consulting services company and we're currently looking for the following individual to work as a remote consultant to our direct client, a global pharmaceutical company in Basking Ridge, NJ.
Job Title: Manager, Employee Relations (Contractor)
Pay Rate: $47/hr (W-2)
Schedule: 37.5 hours/week, Mon-Fri, 100% remote for duration of assignment
Summary: This role has responsibility for managing employee relations cases with business stakeholders with guidance and oversight, which includes but is not limited to intake, interviews, documentation review, coaching and closeouts. Accountable for end-to-end processing of employee relations concerns including creating issues summaries, pre-investigation plans, writing investigation reports and maintaining ER case files for reporting purposes.
Responsibilities:
• Employee relations and investigations: uses business acumen, policy interpretation and risk mitigation to conduct effective investigations and coach/counsel employees and management with guidance and oversight.
• Manages the exit interview process and metrics, which includes conducting exit interviews, reviewing exit trends and synthesizing data on a quarterly basis.
• Project management as assigned for employee relations initiatives, policy administration and HR compliance and regulatory reporting/FDA readiness.
• Effectively triages potential issues compliance/legal to ensure appropriate approach is taken.
• With oversight, conducts investigations in response to employee or management complaints of inappropriate conduct/behavior or matters concerning performance and recommends disciplinary actions in accordance with company policy.
• Works directly with business stakeholder using HRBP as information intake as necessary managing performance improvement plans in accordance with company policies.
• Elevates issues to the employee relations head for possible program changes and learning and development opportunities.
• Supports employees throughout the issues escalation process and tracks the incident to ensure proper issue closure.
• Provides coaching to managers and employees on preventing or resolving employee relations issues based on guidance and direction from ER head.
• Properly documents all employee relations data and documents.
• Ability to project manage ER initiatives or implementation of HR best practices and training.
• Assist as needed with policy administration, HR compliance, and regulatory reporting and FDA readiness and ADA accommodation requests.
Required Skills:
• Human Resources experience
• Pharmaceutical industry experience
• Demonstrate a strong understanding of employee and manager needs
• Ability to exercise sound judgment and make connections between HR processes/policies and the businesses we serve and in a highly regulated pharmaceutical environment
• Strong written communication and verbal communication skills, ability to translate processes into training and other presentation/policy/program documents
• Ability to work effectively with management and all levels of HR partners
• Ability to ensure a high level of discretion and confidentiality
• Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines
• Familiarity with Affirmative Action Program development
• Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, HRIS systems and web-browsers
Education:
• Bachelor's Degree in Human Resources, Behavioral Sciences, Humanities or Liberal Arts is required
$47 hourly 1d ago
Business Development Representative (BDR)
Archer Review LLC 4.6
Austin, TX jobs
About the Company Archer Review is a private equity-backed education technology company supporting medical and nursing students in their professional journeys. Our mission is to equip health care learners, educators and leaders with the knowledge, resources and confidence they need to succeed - personally and professionally.
Our fully remote team of educators, clinicians, technologists, creatives and operators support and collaborate one another and share a genuine commitment to making a difference.
Archer Review has been recognized for four consecutive years by Inc. 5000 and for two years by Deloitte Technology Fast 500 as one of the fastest-growing technology companies in the United States. The company also ranks No. 5 on the 2024 Financial Times list and No. 3 on the Inc. Southwest Regionals list for high growth companies.
Our Values
Excellence: We innovate constantly, adapt with agility, embrace challenges, welcome change, move with intention, and hold ourselves accountable.
Outcomes: We deliver real outcomes that include measurable progress, skills mastery, and meaningful achievements.
Empathy: We see the world through the eyes of our learners and partners, meeting them where they are, adapting to their needs, and walking alongside them with compassion and respect.
Service: We are trusted partners who provide forward-thinking approaches and world-class service.
About the Role
The Business Development Representative (BDR) is responsible for building Archer Review's top-of-funnel pipeline by proactively identifying, engaging, and qualifying prospective institutional partners. This role focuses on outbound prospecting and lead qualification across medical schools, nursing schools, and PA programs, working closely with Sales Directors in a collaborative, team-based model.
The ideal candidate is curious, motivated, and excited to learn. This role is well-suited for someone looking to build a career in B2B SaaS sales within the education and healthcare space.
This is a fully remote position in the United States. Occasional travel (
What you'll do
Proactively research and identify prospective institutional partners within assigned territories and segments.
Execute outbound prospecting via email, phone, and LinkedIn to engage faculty and administrative decision-makers.
Create and manage effective email sequences tailored to specific buyer personas and institutional needs.
Qualify inbound and outbound leads through discovery conversations to assess fit, needs, and timing.
Schedule high-quality, qualified meetings for Sales Directors and ensure clear, thoughtful handoff.
Maintain accurate and timely records of all activity, notes, and outcomes in HubSpot.
Partner closely with Sales Directors on account targeting, messaging, and pipeline development.
Participate in team meetings, training sessions, and ongoing learning to continuously improve effectiveness.
About you
1-3 years of experience in sales, business development, customer engagement, or a related role (EdTech or SaaS experience a plus).
Strong written and verbal communication skills with comfort engaging new prospects.
A strong interest in mission-driven work at the intersection of healthcare and higher education.
Experience using CRM tools (HubSpot a plus!).
Highly organized, detail-oriented, and able to manage multiple priorities.
Our Benefits
Comprehensive medical, dental and vision insurance for employees and their families
Flexible & encouraged PTO
Company HSA contribution of $90/month for eligible plans
Company-paid life insurance and disability coverage
401(k) with company match (100% match on first 3%, 50% match on the next 2%)
Archer Review is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences.
Please note that as part of our standard hiring process, the company conducts background checks with the candidate's consent, consistent with applicable local, state, and federal laws. For roles based in or performed in Austin, Texas, background checks are initiated only after a conditional offer has been made, in accordance with the City of Austin Fair Chance Hiring Ordinance.
The pay range for this role is:
55,000 - 75,000 USD per year (Remote (United States))
$30k-70k yearly est. 2d ago
Senior Risk Analyst - Remote & Data-Driven Leader
Social Finance, Inc. (SoFi 4.5
San Francisco, CA jobs
A next-generation financial services company is seeking a Senior Risk Analyst in San Francisco, CA. The candidate will optimize recovery channels, lead projects on complex data analysis, and leverage predictive analytics. Required qualifications include a Master's degree and three years in a related role. This full-time position offers potential telecommuting options and a competitive salary range of $164,403 to $180,843 annually.
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$164.4k-180.8k yearly 1d ago
CMDB Analyst - Remote
Donnelley Financial, LLC 4.8
Rockville, MD jobs
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:
We are seeking a highly motivated and hands-on ServiceNow Business Analyst to support a CMDB implementation of the ServiceNow platform. This role will focus on the ITSM suite, CMDB, and Discovery modules. The ideal candidate will have strong functional knowledge, excellent communication skills, and the ability to demonstrate business value through the platform. You will act as the primary Business Analyst for ServiceNow ITSM, CMDB, and Discovery, collaborating with stakeholders and bridging technical and business teams to deliver impactful solutions.
Responsibilities:
* Act as the primary BA for the implementation of ITSM, CMDB, and Discovery modules in ServiceNow
* Collaborate with stakeholders to gather, analyze, and document business and technical requirements
* Work hands-on with the platform to test, validate, and demonstrate ServiceNow functionality
* Conduct demos and walkthroughs to showcase capabilities and value to business users
* Support UAT, training, and go-live activities
* Manage stakeholder expectations and provide regular updates
* Support the Team in developing CMDB policy, processes, and knowledge base
* Manage and maintain data/IT configuration items and data governance for the platform
* Improve CI data integrity regarding classes, naming conventions, attributes, data sources, and relationships
* Conduct configuration audits and reconciliation
* Drive visibility on unauthorized CI changes or alterations to environment
* Maintain data dictionary and own data model for the platform
* Define KPIs to manage the effectiveness of the data
* Perform SDLC activities required to enhance the ServiceNow platform
Qualifications:
* Proven experience with ServiceNow ITSM, CMDB, and Discovery
* Hands-on experience testing and validating ServiceNow functionality
* Strong understanding of service management processes and workflows
* Excellent communication and stakeholder management skills
* Ability to articulate value and impact to business stakeholders
* Experience with CMDB ServiceNow implementations is a plus
* 3+ years of experience with mid to large-sized companies (500+ associates)
* Experience with Microsoft Office 365 and ServiceNow
* Solution-oriented mindset with ability to provide recommendations for current and future platform
* Familiarity with processes that consume CMDB data (Incident, Problem, SDLC, Asset, Change)
* Solid understanding of varying IT software and hardware platforms and concepts
* Excellent analytical and problem-solving skills
Preferred Skills:
* ITIL Foundation v3 or v4 certification
* 2+ years of ServiceNow IT Operations experience
* Knowledge of IT Configuration and Asset Management processes
* Knowledge of ServiceNow CMDB, Discovery, and Service Mapping tools
* Excellent collaboration, customer service, and communication skills
General Skills:
* Passionate about customer service
* Ability to balance multiple simultaneous demands and self-adjust to meet shifting priorities
* Ability to work independently and collaborate with peers as needed
* Excellent oral and written communication skills
* Willingness to occasionally work scheduled night/weekend times, and to participate in off-hours on-call schedule
* Able to work quickly and effectively under pressure and efficiently handle multiple priorities
* Familiarity with the financial services industry is desirable but not required
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
$58k-71k yearly est. 5d ago
Technical Account Manager - Remote
Donnelley Financial, LLC 4.8
Rockville, MD jobs
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
Remote Tax Director - Corporate & Startups Practice
Escalon Services, Inc. 4.1
Chicago, IL jobs
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.
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$109k-164k yearly est. 1d ago
AI-Driven Growth & Brand Strategy Leader
Escalon Services, Inc. 4.1
Chicago, IL jobs
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.
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$38k-47k yearly est. 3d ago
Associate General Counsel - Securities
Mechanics Bank 4.2
Walnut Creek, CA jobs
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.
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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.
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
Senior Alt Investments & RIA Channel Lead - Remote
T. Rowe Price 4.5
San Francisco, CA jobs
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.
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$118k-153k yearly est. 1d ago
Remote Equity Trader Position
T3 Trading Group 3.7
El Paso, TX jobs
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Job 3:
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************