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  • Alternatives Associate

    Gelfand, Rennert & Feldman 4.1company rating

    Chicago, IL jobs

    Focus Partners Wealth is seeking an Alternatives Associate to will work closely with the firm's Wealth Management Team. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Prepare and review subscription documents for alternative investments (i.e., private equity funds, private real estate funds and hedge funds) and handle follow up questions and requests for supporting materials. Identify operational process improvements and contribute to the implementation of productivity and efficiency improvements to drive exceptional client service and risk mitigation. Work closely with our Wealth Management Team to satisfy AML/KYC requirements for client investments in alternative investments. Review and understand offering documents (PPMs), limited partnership agreements and related documents for alternative investments. Assist in developing, educating, and training the firm's staff on alternative investment operations processes. Track closing dates and other deadlines for alternative investments, ensuring timely completion. Play a significant role in assisting in the development of robust processes and reports to keep the Wealth Management Team informed about crucial pre-fund status, processes, and requirements. Monitor and reconcile money movement associated with capital activity. Communicate effectively with internal teams, fund managers, investors, custodians, and auditors, fostering strong relationships. Assist with the distribution of tax documents and audited financial statements. Onboard new alternative investment offerings to the firm's platform. Maintain accurate client records and record information in the firm's CRM. Execute service requests in conjunction with the Wealth Management Team and maintain appropriate follow-up with sponsors, custodians, and clients. Assist with recurring audits, reporting, and projects as needed. Qualifications Required: 3+ years of experience in the alternative investments or wealth management industry. Bachelor's degree in finance, business administration, or a related field (or equivalent work experience). Prior experience completing or reviewing subscription documents for private equity funds, private real estate funds, and/or hedge funds. Familiarity with trust, estate, and legal entity structures. Know Your Client and Anti-Money Laundering experience (KYC/AML). Proficiency in Microsoft Excel and ability to learn new applications. High attention to detail and organizational skills. Ability to work in a fast-paced environment while managing numerous projects and clients. Ability to work independently and take initiative while also being a team player. Strong interpersonal skills and a positive attitude. Adaptability and ability to learn new concepts quickly. Excellent problem-solving skills. Outstanding customer service skills. Excellent communication and organizational skills. Capability to develop and deliver innovative ideas as the position grows. Ability to collaborate and work with teammates to accomplish daily deliverables. The annualized base pay range for this role is expected to be between $75,000-$80,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: 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 shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
    $75k-80k yearly Auto-Apply 31d ago
  • Inbound Call Center Representative

    Alliant Credit Union 4.8company rating

    Chicago, IL jobs

    Alliant Credit Union is looking for an outgoing individual to serve as the face of our institution to work in a hybrid capacity. The Member Service Representative will provide consultative service and support to credit union members via telephone. They will resolve member issues, evaluate and identify the member's financial needs with compassion and care. Additionally, they will build relationships with members in order to excellent service and member satisfaction, and targeted referrals to internal business partners that result in deeper relationships. The representative will educate members on credit union products, policies and regulatory compliance as well as provide members with assistance on account maintenance. Responsibilities Handle member inquires of moderate to advanced complexity with a goal of first call resolution and limited escalation by leveraging departmental tools and taking call types such as online banking, loan inquiries, stop payments, debit card issues, credit card inquiries, ACH transactions Process financial transactions on member's accounts in an efficient and effective manner Review, qualify, open and close deposit accounts and ATM/debit cards and submits disputes Process credit card payments, transfers, fees, and all related tasks Decision fee-refunds within defined relationship parameters Act as a member advocate and handle difficult conversations with professionalism and courtesy Resolve member's concerns while ensuring regulatory compliance Training is in person for the first two months and will move to hybrid (1 day) in office at our headquarters (by OHare airport) Education Minimum: High School or Equivalent Preferred: 4 year / Bachelors Degree in Business, Finance, or Related Years of Experience For Level 2: Minimum: 2 Years of Experience in Banking, Retail, Customer Service or Related Preferred: 3 Years of Experience in a Call Center within a Financial Services Environment For Level 3: Minimum: 4 Years of Experience in Banking, Retail, Customer Service or Related Preferred: 5 Years of Experience in a Call Center within a Financial Services Environment Compensation & Benefits: Typical hiring range: $22.00 Hourly. Actual compensation will be determined using factors such as experience, skills & knowledge. Additional Compensation: Monthly Incentive Plan Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match. Additional Benefits: Work from home up to 3 days a week Paid parental leave Employee discount programs Time off including paid personal and sick days 11 paid holidays Education reimbursement *Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment. Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives. The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
    $22 hourly Auto-Apply 60d+ ago
  • AMD, Governance and Controls Advisor

    Canadian Imperial Bank of Commerce 3.8company rating

    Chicago, IL jobs

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You Will Be Doing As a member of the US CRE Governance & Controls Team, you will contribute to monitoring and reporting of risk in the US CRE portfolio. This will include data aggregation, analysis, and visualization; creation and design of reporting; and presentation of materials to senior management. Reporting encompasses internal portfolio data and external economic and market data. Persons in this role not only publish metrics but work to understand what drives the results-not just what happened, but why. Several of our key reports also undergo annual “refreshes” to determine whether their contents remain appropriate and useful. You will contribute to this process by reviewing metrics and data points (as well as our risk tolerances for each metric/data point) for relevance and statistical soundness. This process is our opportunity to ensure that reporting is responsive to current economic and market conditions and can be easily comprehended across a wide range of audiences. This process also entails collaboration within the US CRE line of business and across other areas of the bank. You will contribute to regular assessments of loans to determine whether any qualify as sustainable finance, in accordance with enterprise-wide goals for sustainable finance activity. You will also be responsible for understanding US CRE's control environment, which can include incorporating and/or helping to design effective, sustainable controls for the reporting processes described above. Moreover, it will be essential to adhere to controls and to document compliance with them. You will also support the testing of controls and will work to address any issues identified because of testing. You will help maintain an inventory of reports and monitoring activities related to the management of risk. Given the need to remain familiar with trends and risks that could impact CIBC's CRE portfolio and the broader US CRE sector, we encourage you to keep abreast of news in the industry and of economic data. You will collaborate with other members of the US CRE team to ensure the work you are responsible for is cognizant of, aligns with, supports, and adds value to other activities. Other US CRE team members will collaborate with you in that same spirit, to ensure there is cohesion and consistency in what is reported and communicated across the team. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. California residents - your privacy rights regarding your actual or prospective employment Who You Are You are passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You build trust through respect and authenticity. You are actively aware of risk management. You can identify risks and propose mitigants. You can convey the potential impact of risks and drive the necessary actions and behaviors. You demonstrate expertise in CRE-or have the desire, determination, and drive to very quickly build and nurture that understanding. You give meaning to data. You enjoy investigating complex problems and seeking out and making sense of data. You are confident in your ability to synthesize information and communicate informed viewpoints in an impactful way. You are creative. You can solve problems or answer questions when there's no existing blueprint. You have a wide range of interests. You understand that success is in the details. You notice things that others do not. Your critical thinking skills help to inform your decision making. You take pride in your work. Values matter to you. You are open, honest, and ethical. Candidates should have good writing and communication skills along with fluency in Excel and Powerpoint. Comfort with AI and Power BI is preferred along with creative thinking. At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $105,000.00- $112,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ********************************** You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location IL-120 S LaSalle St, 11th Fl Employment Type Regular Weekly Hours 40 Skills Business Risks, Decision Making, Economics, Group Problem Solving, Investigating, Regulatory Requirements, Risk Management, Risk Management Assessment, Work Collaboratively
    $105k-112k yearly Auto-Apply 49d ago
  • Manager, Talent Acquisition-Hybrid in Chicago

    Rewards Network 4.5company rating

    Chicago, IL jobs

    Job Description For 41 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs. By offering unique card-linked offers, we introduce diners to fantastic restaurant experiences, leveraging advanced technology and data analytics to deliver value to restaurants, diners, and our strategic partners' loyalty programs. Our Culture At Rewards Network, you'll be part of a driven and diverse team that excels in collaboration, issue resolution, and taking ownership of both personal growth and the company's success. We take pride in partnering with the world's most powerful loyalty programs to drive full-price paying customers to local restaurants through marketing services and flexible funding options. Our engaging and rewarding environment is designed to help you gain your full potential. Job Overview The Manager, Talent Acquisition is a strategic and tactical partner to business leaders, responsible for driving recruitment initiatives that align with organizational goals. This role leads a small team of talented recruiters and owns the full-cycle talent acquisition process, ensuring the attraction, selection, and onboarding of top talent. Key responsibilities include developing sourcing strategies, managing employer branding efforts, overseeing candidate experience, and collaborating with colleagues and department heads to forecast hiring needs. The Manager, Talent Acquisition stays informed on market trends and will be responsible for the establishment and ongoing measurement of core metrics, such as time-to-fill, quality of hire, source of hire, pipeline management, and candidate experience. The Manager, TA regularly analyzes these metrics, identifies areas for improvement, and implements targeted strategies to elevate the talent acquisition function. This position is pivotal to fostering a culture of engagement and excellence. This is a hybrid role, with a regular in-office presence at our downtown office 3 days per week. What you'll bring to the table: (Responsibilities) Lead, manage, and develop a team of up to 3 recruiting/TA professionals, offering support, skill development, and growth opportunities while ensuring consistent high levels of individual & team performance. Establish, measure, and present individual and team KPIs (such as time-to-fill, quality of hire, source of hire, pipeline and other metrics) to inform decision-making and improve outcomes. Build scalable workflows and measurable reporting frameworks to provide actionable insights into recruiting performance, funnel effectiveness, and workforce planning. Partner with the business leaders & HR colleagues to understand priorities, forecast hiring needs, and develop proactive recruitment strategies that meet evolving business demands and build sustainable talent pipelines. Own employer branding initiatives that position RN as an employer of choice and positions career opportunities competitively in the market, attract top talent to the organization; ensure a regular, relevant and engaging online presence. Lead by example and own full-cycle recruiting process for strategic requisitions or other roles as appropriate, especially senior or hard-to-fill roles or other needs aligned with business priorities. Evaluate, redesign, execute, and continuously improve talent acquisition strategies, processes, systems, and tools that are aligned with best practices and a positive and high-touch candidate experience. Maintain successful partnerships with job boards, agencies, and other external talent sources; ensure the full utilization and optimization of partnerships. Partner with HR colleagues to develop and deliver recruitment and related training for hiring managers and interviewers to ensure best practices, equitable selection methods, and strong candidate experiences that strengthen the organization's culture and performance. Provide oversight and ensure compliance with federal, state, and local employment laws, HR/TA best practices, and internal policies and procedures. Do you have the right mix of ingredients: (Requirements) Bachelor's Degree in Business, Human Resources, or related field 7+ years of experience in recruiting or talent acquisition with at least 2 years in a leadership role Must have demonstrated success leading in-house talent acquisition Experience supporting the TA needs of an outside sales organization required Demonstrated success partnering with business leaders to align recruiting strategies with organizational goals. Proven ability to establish core KPIs, consistently measure, and use data to inform decisions and optimize recruiting performance (e.g., funnel conversion rates, pipeline health, cost-per-hire). Strong familiarity with TA tool and systems, including ATS (Greenhouse experience a plus) and a proven ability to leverage tools to yield results. Ability to build strong and collaborative relationships with hiring teams throughout the organization, external partners, and candidates. Strong written and verbal communication skills, and a strong ability to flex communication for various audiences. Business acumen and a demonstrated ability to understand business goals and recommend new approaches, policies, and procedures to improve team effectiveness. Proven track record of successfully implementing new systems, interview tools, or process changes. Ability to influence decisions and demonstrate exceptional judgement and discretion when working with sensitive and confidential information. Project and time management skills, strong ability to prioritize and multi-task, and able to adjust to shifting needs or priorities. Extremely detail oriented and an ability to develop error-free work products that have broad visibility. In-depth knowledge of TA/HR best practices and federal and state employment regulations; stays up to date on evolving law or anticipated changes. Proficiency in Microsoft Office including Excel (formulas, vlookup and pivot tables), Word, PowerPoint, and Outlook; O365 preferred. What you'll love about us: Comprehensive benefits package, which includes: This is a full time, exempt position, and the base compensation for this opening in Chicago is expected to be $110,000-$135,000 annualized, depending on level, candidate experience, skills and other factors. This position is eligible for a 10% bonus with a total comp of $121,000-$148,500. Generous dining reimbursement when you dine with our restaurant customers. Competitive Time Off Benefits: including flexible PTO, 11 company holidays, and parental leave. 401(k) plan with a company match Two medical plan options- Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants) Partnership with Rx n Go, offering certain prescriptions for free. Two dental plan options and a vision plan Flexible Spending Accounts and a pre-tax commuter benefit program Accident, Critical Illness, and Hospital Indemnity Insurance Plans Short Term and Long-Term disability Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance Employee Life Assistance Program Rewards Network is an Equal Opportunity Employer (EOE). We encourage and strongly support workplace diversity. Expected Pay Range $110,000-$135,000 USD
    $121k-148.5k yearly 24d ago
  • Sales Training Specialist-Hybrid in Chicago

    Rewards Network 4.5company rating

    Chicago, IL jobs

    Job Description For 41 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs. By offering unique card-linked offers, we introduce diners to fantastic restaurant experiences, leveraging advanced technology and data analytics to deliver value to restaurants, diners, and our strategic partners' loyalty programs. Our Culture At Rewards Network, you'll be part of a driven and diverse team that excels in collaboration, issue resolution, and taking ownership of both personal growth and the company's success. We take pride in partnering with the world's most powerful loyalty programs to drive full-price paying customers to local restaurants through marketing services and flexible funding options. Our engaging and rewarding environment is designed to help you gain your full potential. Job Overview The Sales Training Specialist is responsible for designing and delivering training programs for our sales team, from onboarding and new hire training to ongoing educational programs. This is a Chicago-based hybrid role that supports an outside sales team, typically requires 3 days per week in the office, the monthly facilitation of a 5-day Sales Academy in Chicago, and travel within the US for field insights and field-based training. This role develops, delivers, and measures the success of training programs that includes but is not limited to Salesforce CRM training, field-based coaching with regional teams, learning path development, and administration of learning tools or platforms to support scalable, high-impact learning experiences. You'll deliver transformative learning experiences that energize our sales force and fuel business growth. Responsibilities Own new hire training for outside sales employees end-to-end, including the 5-day in-person Sales Academy program, pre- and post- Academy learning sessions and follow-up that blend remote training, hands-on learning and peer collaboration to build confidence and capability from day one Act as a trusted advisor to new hires, helping them navigate challenges and celebrate milestones Continuously evolve the new hire onboarding process to reflect sales strategies, changing market dynamics and learner needs Deliver ongoing coaching and targeted training to reinforce key skills and drive measurable performance improvements; lead refresher courses to drive behavior change and reinforce techniques Serve as an administrator for learning tools, such as learning management system and game-based learning platform, managing course assignments and using data to spotlight learning trends, optimize training impact and fuel continuous improvement Deliver comprehensive Salesforce training, ensuring sales can effectively navigate and utilize the platform for lead management, pipeline tracking and reporting Spend time in the field observing salespeople during prospecting, customer meetings, and live pitches to identify real-world insights into effective strategies and tactics that can be incorporated into future training; adjust training delivery to the unique needs of outside sales dynamics Lead training sessions such as workshops, role-plays, and classes either onsite or in the field, focusing on essential sales skills, product knowledge, and closing techniques Measure success, adoption, and/or satisfaction of sales training efforts, identify trends, and partner with the Director, Learning & Development, sales leadership, and other internal partners to share key insights and adjust as appropriate Qualifications 5+ years of directly related experience in sales and/or training with at least 3 years delivering sales training programs Bachelor's degree in business, marketing, human resources, or related field; or equivalent combination of experience and education Experience working directly with sales teams and a demonstrated ability to coach and train other salespeople to high levels of success Experience with LMS and other learning tools Experience in the restaurant, hospitality, technology, financial services, or marketing industry a plus Understanding of sales process and methodology with demonstrated ability to translate into sales results Strong project management and organizational skills Skilled at building relationships with cross-functional teams and influencing without authority Ability to travel with in the US to deliver in-field group or individual training sessions and conduct ride-alongs Experience managing content, users, and reporting in a learning management system or other learning tools Working knowledge of Salesforce CRM or similar, including reporting, dashboards, and pipeline management; experience training others on the platform Proven ability to design, deliver, and evaluate high-impact training programs for outside sales professionals Exceptional communication and facilitation skills, both in-person and virtually, with the ability to engage diverse learner groups Demonstrated success with collaborating with subject matter experts to ensure content accuracy and relevance What you'll love about us This is a full time, exempt position, and the base compensation for this opening in Chicago is expected to be $100,000-$115,000 annualized, depending on level, candidate experience, skills and and other factors. This position is eligible for a 10% bonus with a total comp of $110,000-$126,500. Generous dining reimbursement when you dine with our restaurant customers. Competitive Time Off Benefits: including flexible PTO, 11 company holidays, and parental leave. 401(k) plan with a company match Two medical plan options- Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants) Partnership with Rx n Go, offering certain prescriptions for free. Two dental plan options and a vision plan Flexible Spending Accounts and a pre-tax commuter benefit program Accident, Critical Illness, and Hospital Indemnity Insurance Plans Short Term and Long-Term disability Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance Employee Life Assistance Program Rewards Network is an Equal Opportunity Employer (EOE). We encourage and strongly support workplace diversity. Expected Pay Range $100,000-$115,000 USD
    $110k-126.5k yearly 16d ago
  • Sr Engineering Support Specialist

    Honeywell 4.5company rating

    Kansas City, MO jobs

    Join the industry leader to design the next generation of breakthroughs. Innovate to solve the world's most important challenges. Honeywell is a Fortune 100 company that invents and manufactures technologies to address critical challenges linked to global macrotrends such as safety, security, productivity, global urbanization and energy. With approximately 129,000 employees worldwide, including more than 19,000 engineers and scientists, Honeywell has an unrelenting focus on quality, delivery, value, and technology in everything they make and do. Honeywell has been named a Top 100 Global Innovator for seven years in a row, recognizing the company's global reach of portfolio and invention influence. In Kansas City, Honeywell Federal Manufacturing & Technologies (FM&T) manages and operates the U.S. Department of Energy/National Nuclear Security Administration's (NNSA) Kansas City National Security Campus. This state-of-the-art engineering, manufacturing and sourcing facility produces a wide array of intricate components to deliver trusted national security products and government services primarily for the NNSA. Honeywell FM&T's culture of integrity, commitment and continuous improvement enables them to deliver responsive, collaborative and innovative management and technology services and products that translate into cutting edge solutions to complex national security issues. Summary This position performs a full range of complex engineering support assignments requiring significant knowledge of manufacturing, business and project management processes. Duties and Responsibilities The ability to work independently at a high level on complex engineering support tasks in alignment with business strategies/tactics. Identifies and pursues improvement opportunities, develops revised processes, and performs updates and/or maintenance to existing MES factory instructions. Create new production routings. Adhere to factory instruction standards. Facilitate reviews with other parties such as Production Control, Quality Engineering, Inspection, Product Engineering and Operations before final release to minimize subsequent changes. Troubleshoot and resolve issues related to work instructions. Interpret design definitions and suggests improvements for function, manufacturability, and cost. Facilitate reviews with process and quality engineering and production operations. Assess utilization of capital equipment in assigned area(s), provides recommendations for improved utilization, and conducts annual inventory and reporting as required. Creates documentation for engineering concurrence supporting cost management, generation of Cost Price Estimates (CPEs), risk assessments, and management/tracking against cost and schedule requirements. Helps create, maintain, and assess quality documentation required for product acceptance. Perform mentoring responsibilities for engineering support specialist II. You Must Have Bachelor's degree and five (5) or more years of relevant experience is required OR in lieu of degree at least seven (7) years previous experience in general business operations, manufacturing or engineering related administrative activities such as configuration management, financial reporting product testing procedures & data entry. Proven ability in decision making, organization & problem solving. Ability to travel up to 10% of the time. Ability to work remote, hybrid, or on-site as directed by management and is determined by the needs of the business. Regular and reliable attendance is an essential function of this job. United States Citizenship Ability to obtain and maintain, a U.S. Department of Energy (DOE) security clearance (some positions require additional DOE designations) We Value Strong PC literacy, proficient in MS office products. Effective verbal and written communication skills. Demonstrated subject matter expertise in MES, Matrix, Enterprise Content Management, Computer Aided Design, and others. Ability to interface effectively with support organizations and internal customers such as Manufacturing, next assembly, etc., and exercise judgment to determine appropriate action. Understanding of KCNSC processes and knowledge of KCNSC product strongly preferred. This /job posting is not all inclusive and other duties may be assigned This job description/job posting is not all inclusive and other duties may be assigned. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status. If you require a reasonable accommodation to submit an application, please send an email to our Reasonable Accommodation Support Team. Additional Information: Job ID: 3675 Category: Engineering Level of Experience: Posting Location: Kansas City National Security Campus 14520 Botts Road Kansas City, MO, 64147 Remote Eligibility: On-Site Travel Required: 0-10% Approved Work States: MO Hourly/Salary: Salary Hiring Manager: Justin Scott Stuewe Division: E00 Department: E48 #FMT2021
    $70k-108k yearly est. 2d ago
  • Experienced Trader

    XR Trading 4.5company rating

    Chicago, IL jobs

    Full-time Description XR Trading is a proprietary trading firm with employees in the Netherlands, Singapore, UK and US. XR participates in a wide variety of marketplaces including global futures, equities, commodities, options, fixed income, and cryptocurrencies. Our culture emphasizes teamwork and focuses on continuous integration and test-driven development. We embrace opportunistic hiring by welcoming exceptional talent even when a specific role may not be open. If you are highly skilled, motivated, and eager to contribute, we encourage applicants to apply so we can explore potential opportunities within XR Trading. Job Function & Responsibilities We are seeking a talented and self-motivated Experienced Trader to join our growing trading team The ideal candidate is willing to develop new trading strategies utilizing our proprietary software, as well as customize our current trading strategies Location Work location is generally flexible and subject to approval Education Bachelor's degree in a technical area such as electrical engineering or computer science Preferred Experience & Skills Preference to those with the ability to do light programming work using multi-dimensional arrays, nested loops, complex conditionals and simple file I/O Preference to those who are fluent in C++ and/or Python Strong mathematical aptitude Values teamwork and is capable of thinking independently Can communicate effectively while under pressure Can adapt to changing situations with ease 5+ years working experience of high volume trading Has demonstrated the ability to use sound judgment while trading Proven ability to develop new, profitable trading strategies Please note: only individuals whose qualifications match our current needs will be contacted for further screening and/or interviews. XR Trading does not hire candidates who are currently on a student visa or who now or in the future will require XR to sponsor them for employment visa. Thank you for your interest in XR Trading! Below is the expected base salary range for this position. This position is also eligible for an annual discretionary bonus as additional compensation as well as company benefits listed below. Base Salary Range $135,000 - $185,000 USD XR's Company Benefits Package 100% Employer-Paid Medical Coverage Dental Coverage Health Savings Account $50,000 Life Insurance Policy Short-term Disability Insurance Long-term Disability Insurance Employee Assistance Program Flexible Spending Accounts Dental Vision 401(k) Retirement Savings Plan XR matches 50 cents to every dollar employee contributes Pre-tax Transit Benefits $50 stipend for each month Annual reimbursement for bike sharing programs Paid Time Off Generous Annual Vacation and Sick Time Maternity, Paternity and Adoptive Parent Leave Continued Education Tuition Reimbursement for relevant Undergraduate and Graduate School 100% reimbursement for successful completion of qualifying Certificate Programs, CFA Exams, and Single Courses Anniversary Program 5 Years of Employment: 2 additional PTO days and a long-weekend trip for two to a local resort of your choice 10 & 20 Years of Employment: 6-Week Paid Sabbatical 15 Years of Employment: 3 additional PTO days and a long-weekend trip for two to a global destination of your choice Other XR Perks Option to Work Fully Remote Regularly Scheduled Company Sponsored Lunch Access to Building Gym Regular Corporate Events Book Club XR Super Week
    $135k-185k yearly 60d+ ago
  • Director, Test Automation Frameworks

    The Options Clearing Corporation 4.9company rating

    Chicago, IL jobs

    What You'll Do: Technology leader responsible for delivering enterprise-wide test automation frameworks. This role will architect and implement automation framework solutions across applications, data and platforms, as well as drive adoption of best practices. The role combines technical expertise with strong leadership and stakeholder collaboration skills to deliver next generation automation. Primary Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. * Architect scalable, reusable automation frameworks covering UI, API, microservices, data pipelines, Kafka/event driven systems, batch jobs, reports and databases. * Drive adoption of automation in all phases of testing including automated regression and smoke tests to improve quality and accelerate testing, by driving adoption of the framework. * Deliver CI/CD integration for test automation. * Architect integration of synthetic data into the test framework in lower environments. * Enforce tagging and traceability across automation framework, Jira, Confluence, Test management tools, CI/CD pipelines and Splunk. * Drive compliance with industry standards, regulatory requirements, and audit readiness across automation practices by reporting out through the framework. * Ensure readability of instruction and availability of information as it pertains to the frameworks capabilities * Partner with EQM on automation strategy to ensure success across the enterprise Supervisory Responsibilities: * Manages a team of individual contributors, and manages deliverables of Consultants and Contractors Qualifications: The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions. * Minimum ten (10)+ years in of IT experience in engineering. * Proven track record of leading enterprise-scale automation in complex, distributed environments (microservices, cloud, batch applications, data, MQ, Kafka event driven systems). * Hands-on experience with service virtualization, synthetic test data management. * Strong hands-on expertise in architecture and strategy for testing and test automation tools and frameworks including Jira, BDD, Selenium, Cucumber, REST-assured, JMeter, Playwright. * Strong programming experience in Java and Python. * Deep understanding of DevOps, CI/CD pipelines (Jenkins, Harness, GitHub), cloud platforms (AWS, Azure) and containerized environments (Kubernetes, Docker). * Experience with Kafka/event-driven testing, large data set validations * Experience with Agile development processes for enterprise software solutions Technical Skills: * Proficiency with modern quality engineering tools including Jira, Jenkins, automation frameworks, test management tools. * Software QA methodologies (requirements analysis, test planning, functional testing, usability testing, performance testing, etc.) * Familiarity with AI/ML/GenAI Solutions in QE. * Utilizing best practices in software engineering, software test automation, test management tools, and defect tracking software * Past/Current experience of 3+ years working on a large-scale cloud native project Experience with cloud technologies and migrations using public cloud vendor preferably using cloud foundational services like AWS's VPCs, Security groups, EC2 Education and/or Experience: * BS degree in Computer Science or Information Systems Management or a similar technical field * 10+ years of experience in Quality Assurance space preferably on complex systems and large programs. Certificates or Licenses: * None About Us The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at *************** Benefits A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include: * A hybrid work environment, up to 2 days per week of remote work * Tuition Reimbursement to support your continued education * Student Loan Repayment Assistance * Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely * Generous PTO and Parental leave * 401k Employer Match * Competitive health benefits including medical, dental and vision Visit ************************************************ for more information. Compensation * The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education. * In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer. * We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on ********************** * All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed. Salary Range $159,500.00 - $262,200.00 Incentive Range 23% to 30% This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance. Step 1 When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location. For more information about OCC, please click here. OCC is an Equal Opportunity Employer
    $159.5k-262.2k yearly Auto-Apply 19d ago
  • 2026 Summer Intern - Change Initiatives Business Effectiveness

    Canadian Imperial Bank of Commerce 3.8company rating

    Chicago, IL jobs

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com CIBC's Summer Internship Program is a dynamic, 10-12-week experience (June through August) designed to complement your academic training and support your career aspirations. Centered around the core theme of Learn, Connect, Grow, the program offers a comprehensive blend of opportunities to expand your skills and professional network. At CIBC, we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. As a Change Initiative & Business Effectiveness Intern, You Will: Learn Gain hands-on experience supporting the US Change Initiatives Team, working with Lines of Business (LOBs) leaders, Project Managers, and Business Sponsors to prioritize and plan strategic & operational change initiatives. Validate financial metrics within project business cases and provide ongoing financial metric oversight to ensure accuracy and consistency across change initiatives. Provide partnership to the Project Finance team to drive consistency with reporting, management and implementation of changes, ensuring data inputs are accurate Perform regular review and challenge of financial forecasts, business cases, strategic alignments, and identify any risks to project execution Update and maintain a portfolio-level financial forecast for executive review Connect Network across CIBC by engaging with employees, fellow interns, and executive leadership. Build meaningful professional relationships through collaborative project work and mentorship. Grow Build executive presentation and communication skills through executive meeting preparations Participate in process improvement projects to improve ways of working at CIBC Grow Excel skills through collecting, organizing, and analyzing relevant risk & performance metrics. Benefit from mentorship, leadership guidance, and community outreach initiatives while developing both technical and interpersonal skills. Who You Are Minimum 3.0 GPA. Pursuing a bachelor's degree in Business Administration, Finance, Data Analytics, or a related field, with an expected graduation between December 2026 and June 2027. Interest in Banking and Project and Change Management Familiarity with Microsoft Office systems, especially Excel and PowerPoint; experience with Power BI is a plus. Exceptional interpersonal, communication, and relationship-building skills. How You'll Succeed Project Leadership: Ability to lead and support projects, develop project management skills, and collaborate with various stakeholders. Attention to Detail: Strong analytical skills and a keen eye for accuracy in reporting and process improvement. Risk Management Interest: Demonstrated interest in risk management functions, governance, and business effectiveness. At CIBC, we offer a competitive total rewards package. This role has an expected hourly rate of $25.00 per hour for the State of Illinois market based on experience, qualifications, and location of the position. CIBC offers a full range of benefits and programs to meet our intern's needs; including 401(k) contribution, Paid Time Off (including Sick Leave and Vacation), and Holidays, in addition to other special perks reserved for our team members. California residents - your privacy rights regarding your actual or prospective employment This position does not offer visa sponsorship At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential. What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ********************************** You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Expected End Date 2026-08-21 Job Location IL-120 S LaSalle St Employment Type Temporary (Fixed Term) Weekly Hours 37.5 Skills Change Management, Microsoft Excel, Project Management
    $25 hourly Auto-Apply 20d ago
  • Lead Loss Mitigation Specialist

    Alliant Credit Union 4.8company rating

    Chicago, IL jobs

    In this hybrid role based at our Chicago Headquarters, you will manage a portfolio of late-stage consumer and real estate accounts to minimize loss and maximize recovery to the credit union. Work directly with members to resolve delinquency or make recommendations for legal action through an attorney network or third-party vendors. Manage files placed with attorney network and use innovative approach to locate people and collateral such as different channels, resources or skip tracing. Responsibilities Utilize effective loss prevention techniques to collect on home equity accounts, consumer loans, including Auto, RV, secured, unsecured and credit cards Review, analyze and propose subsequent actions for real estate secured accounts, including foreclosure ensuring adherence to applicable compliance and regulatory requirements Prepare or execute legal documents and provide recommendations for initiating legal actions including replevins and suits Ensure status updates with the attorney or vendor network to meet expectations and collaborate on innovative methods to locate units and or members Coordinate with legal teams, third party collection agencies and repossession vendors to ensure that efforts and goals are achieved Manage invoicing from repossession vendors and attorneys, ensuring accuracy and timely remittances Ensure accurate understanding and proactive management of charged-off inventory, while addressing members' questions or concerns Support with designing and implementing system enhancements, such as new reports, queues, views, while managing communication for successful project resolution Engage with internal partners to accomplish department and organizational goals and participate in new innovative projects to improve efficient servicing operations and the success of the strategy Document process improvements via training materials, procedures, and workflow. Act as subject matter expert and contact for complex escalations and skip tracing resolutions Education: High School or Equivalent - Minimum Bachelor's Degree - Business, Finance or Related - Preferred Years of Experience: 5 years - Collections, loss mitigation, repossession, foreclosure or related - Minimum Compensation & Benefits: Typical hiring range: $52,800 - $72,600 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge. Additional Compensation: Annual performance bonus Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match. Additional Benefits: Work from home up to 3 days a week Paid parental leave Employee discount programs Time off including paid personal and sick days 11 paid holidays Education reimbursement *Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment. Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives. The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
    $52.8k-72.6k yearly Auto-Apply 60d+ ago
  • Manager, Business Process Management

    Northern Trust 4.6company rating

    Chicago, IL jobs

    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Working Model: Hybrid We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. Summary Responsible for managing a Banking Operations team overseeing strategic projects, business change, and application/data governance. Role is balanced between individual operational execution, strategic projects , and team management/development. Works across all functional groups within Banking Operations to deliver on capability initiatives, increase productivity, and improve business governance. Major Duties : 1. Assists with the development and successful implementation of systems, process, and projects changes for the Banking Operations group 2. Oversees the application ownership, vendor management and data governance process across all Banking Operations functions. Works with broader Banking Operations management team to ensure understanding and compliance. 3. Assist management with the successful identification, assessment, monitoring, and mitigation of risk issues present within the group. Participates in annual risk management and control processes including RCSA, CRA and internal/external audits. 4. Champions process improvements across Banking Operations, delivering both risk reduction and productivity improvement. 5. Conducts performance management and career development processes for staff. Prioritizes team development. 6. Balances individual deliverables with delegation to team. 7. Sets short-term and long-term priorities, balancing both to ensure timely and accurate completion of work. 8. Carries out activities that are large in scope, cross-functional and technically difficult. 9. Responsible for direct interaction with clients and front office partners regarding implementations and strategic initiatives. Knowledge : Knowledge of core banking products, processes and applications. Technical aptitude, the ability and willingness to understand the details of complex process flows and strategic initiatives. Prior experience with application ownership and data governance, including critical data elements a plus. Excellent oral and written communication. Analytical and problem-solving mindset geared towards process improvement. Strong organizational competency, ability to juggle multiple initiatives and deadlines simultaneously. Highly flexible and adaptable to change. #LI-GG1 #LI-Hybrid Salary Range: $85,900 - 145,900 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
    $85.9k-145.9k yearly Auto-Apply 60d+ ago
  • Mortgage Loan Underwriter - Remote Opportunity

    Town & Country Bank 4.2company rating

    Springfield, IL jobs

    Town and Country Bank is seeking an experienced Mortgage Loan Underwriter with experience in conventional and government loan underwriting. This position may be worked out of one of our branch locations in Illinois or can be remote. ABOUT US: At Town and Country our mission is to empower the financial well-being of our communities, one person at a time. The culture at Town and Country is built on our shared core values - Teamwork, Achievement, Passion and Positive Thinking. Teamwork means we work together to achieve a common purpose. Achievement means we are results-oriented and achieve success by reaching and exceeding our goals. Positive thinking means we exhibit a positive attitude and strive to maintain an upbeat and fun work environment. Passion means we love what we do and understand the importance of our role in relation to the direction and purpose of the organization. We hire, review, reward, and recognize our teammates based on these characteristics, so it's important that you share these values in order to be part of our team. JOB SUMMARY: Under limited supervision, decides on whether to lend on conventional residential loans. Provides teamwork to other mortgage operations' team members by helping dictate efficient workflow and keep loans moving forward in an efficient and effective manner. Directs the overall quality control function for secondary market loans by ensuring borrower meets standards of willingness and ability to repay debt. Embraces and promotes Town and Country's core values of teamwork, achievement, passion and positive thinking. ESSENTIAL FUNCTIONS AND DUTIES: · Reviews income, asset position, collateral, and credit profiles to determine loan approval acceptance for all residential related lending. · Examines overall loan documentation, reviewing for acceptance as well as fraud mitigation · Reviews work of appraiser prospects for recommendation of addition to approved appraiser's list · Reviews Automated Underwriting System Findings such as FNMA DU, to ensure that all requirements have been satisfied prior to loan approval. · Engages regularly with sales and other members of operations to ensure loan structure and requirements are understood and are in the best interest of the customer and the company. · Monitors and reports any deficiencies in loan documentation as required by compliance to ensure continued relationships with mainly FNMA. · Performs other job-related duties and special projects as assigned. QUALIFICATIONS: Minimum of 5 years experience in mortgage loan underwriting, including: FNMA conventional, CHUM's ID, SARS and be LAPP approved. Grant loans along with USDA loans. Experience in Microsoft Office applications. Excellent written and verbal communication skills. Knowledge of financial analysis techniques. Ability to work in a team-based, fast-paced work environment. High degree of accuracy and strong organizational skills. Ability to work under pressure and on deadline EDUCATION: Bachelor's degree in related field or equivalent experience.
    $53k-82k yearly est. Auto-Apply 60d+ ago
  • Mortgage Loan Processor - Remote Opportunity

    Town & Country Bank 4.2company rating

    Decatur, IL jobs

    Town and Country Bank is seeking an experienced Mortgage Loan Processor to ensure timely and accurate packaging of all mortgage loan files while providing a high level of customer service. This position may be worked out of one of our branch locations in Illinois or can be remote. ABOUT US: At Town and Country our mission is to empower the financial well-being of our communities, one person at a time. The culture at Town and Country is built on our shared core values - Teamwork, Achievement, Passion and Positive Thinking. Teamwork means we work together to achieve a common purpose. Achievement means we are results-oriented and achieve success by reaching and exceeding our goals. Positive thinking means we exhibit a positive attitude and strive to maintain an upbeat and fun work environment. Passion means we love what we do and understand the importance of our role in relation to the direction and purpose of the organization. We hire, review, reward, and recognize our teammates based on these characteristics, so it's important that you share these values in order to be part of our team. ESSENTIAL FUNCTIONS AND DUTIES: · Ensures that applications are processed in a timely and accurate manner. · Analyzes, verifies and completely develops applicant information to support the underwriting and approval process. · Generates loan documents using computer software and ensures that all necessary loan disclosures are provided to customers. · Maintains follow-up on all required documents for loan closings. · Engages with sales staff regularly to meet customer needs. · Examines overall loan documentation to determine applicant's qualifications for approval review. · Reviews Automated Underwriting System Findings (multiple systems used in secondary marketing) to ensure that all requirements have been satisfied prior to loan approval. · Monitors and reports any deficiencies in loan documentation as required by the pre-closing quality control checklist to ensure continued relationships with all applicable investors. QUALIFICATIONS: · Minimum one year experience in mortgage lending processing. · Knowledge of FHA, VA, USDA, state and federal lending regulations required. · Excellent verbal and written communication skills. · Strong knowledge of computers, imaging systems and software programs including Microsoft Word and Excel. · Exceptional attention to detail, organization and time management skills. EDUCATION: · Associate's degree in related field or equivalent experience.
    $40k-50k yearly est. Auto-Apply 60d+ ago
  • Product & UW Governance Consultant

    The Hartford 4.5company rating

    Chicago, IL jobs

    Product & UW Governance Consultant - UO07GE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Product & Underwriting Governance Consultant plays a critical role in leading cross-functional initiatives to bring new and refreshed insurance products to market while ensuring strong governance and compliance across underwriting processes. This position partners closely with the Global Specialty (GS) Product team, Chief Underwriting Office, and other stakeholders to manage the product development lifecycle and deploy underwriting governance controls. The consultant acts as a project leader without direct authority, driving collaboration, planning, and execution of tasks that support strategic objectives and regulatory requirements. Product Development Leadership * Lead cross-functional teams to deliver new and refreshed insurance products from ideation to market launch. * Manage all business deliverables in the product development lifecycle (excluding systems development), including: * Feasibility and competitive analysis * Development of forms, rates, applications, underwriting guidelines and rules * Statutory filing preparation * Marketing and distribution planning * Coordination of data science deliverables and third-party services * Change management and training initiatives * Create and maintain project plans, schedule meetings, estimate resources, distribute updates, and monitor key activities to ensure timelines and goals are met. Governance Framework & Risk Management * Coordinate product governance activities and guide stakeholders through the Global Specialty Product Governance Process for all new product proposals or material product changes. * Assist in the development of deliverables required for product governance approvals. * Maintain governance frameworks, policies, and procedures for underwriting and product development. * Document and communicate governance requirements and processes within GS and to key stakeholders. * Collaborate with GS CUO, business leads, and product teams to develop, refine and deploy underwriting governance controls and processes. * Prepare reports and metrics for senior leadership on governance and underwriting performance. Qualifications: * Bachelor's degree in Business, Insurance, Risk Management, or related field (advanced degree preferred). * Professional certifications such as CPCU, ARe, or similar preferred. * 7+ years of experience in underwriting, product development, or compliance within P&C insurance. * Proven ability to lead cross-functional projects without direct authority. * Excellent organizational, analytical, and communication skills. * Familiarity with underwriting systems and data analytics tools, a plus. * Experience in governance frameworks and risk management strategies, preferred. * Strong project management skills and attention to detail, preferred. This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $101,840 - $152,760 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
    $101.8k-152.8k yearly Auto-Apply 6d ago
  • Assistant Controller (Remote)

    American Financial Management 4.9company rating

    Rosemont, IL jobs

    AFM | Remote AFM increases our clients' cash flow and profitability by collecting delinquent receivables, including disputed, aged, or avoidant file balances. We're a client-first agency, combining a law-firm backed approach, extensive experience, and data-driven tools to deliver fast, effective results. Our expert team provides tailored service with integrity, persistence, and care to meet each client's unique goals. The Role: AFM is seeking an Assistant Controller (“AC”) to (i) ensure sensitive financials for clients, such as remittances and invoices, and sensitive financials for AFM employees, such as payroll and commissions, are accurate and timely sent, and (ii) be an eager coach who builds, leads, manages, and holds accountability for AFM's Accounting function, and its personnel. In addition, AC will own bookkeeping, financial processing, and month-end reporting. AC will report to AFM's SVP of Operations, Al Rossman (“SVP”). The ideal candidate is experienced in completing the responsibilities described below, reviewing and confirming accuracy of client trust and employee pay financials, while concurrently revamping operational accounting procedures and training direct reports to provide clarity, eliminate barriers, and improve AFM's efficiency and effectiveness. At the same time, the candidate must report up to, and partner with, SVP, to implement SVP's vision, while providing leadership, business coaching and holding direct reports accountable to drive optimal performance and financial growth in AFM's Accounting function. AC's Roles and Responsibilities are described below. Requirements: 2+ years in a traditional accounting role with monthly close experience Excellent knowledge of GAAP accounting regulations and procedures Hands-on experience with accounting software Strong Excel skills including VLOOKUPs and pivot tables. Experience with general ledger functions like journal entries, amortization, and bank reconciliation. Excellent communication and organizational skills. Client Trust Accounting oversight experience Detail-oriented High level of analytical and problem-solving skills Hungry to build clear and optimal processes and a willing team Strong sense of personal accountability and holds accountability with direct reports Skilled financial analyst Strong understanding of banking processes and financial data analysis Experience with 401K retirement plans Audit Experience, Collections and Mergers and Acquisitions Experience also a plus Compensation/Benefits: Based on experience and tenure. Vacation, PTO, 401K, Health Insurance, Dental Insurance, Vision Insurance, etc. This is a full-time role in a remote work environment.
    $71k-95k yearly est. 60d+ ago
  • Bilingual Spanish Consumer Loan Collector - Hybrid/Remote (IL)

    First American Bank 4.1company rating

    Bloomingdale, IL jobs

    First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations. This hourly (non-exempt) position will collect past due amounts on delinquent loan accounts by negotiating payment arrangements, offering suggestions to customers on how to meet debt obligations, and advising borrowers as to the possible consequences of not meeting debt obligations. This position will also help develop repayment plans to assist clients in resolving delinquency, restructuring loans to avoid foreclosure or repossession and offer Family Credit Counseling Services. DUTIES & RESPONSIBILITIES: * Contact borrowers to determine the reasons for delinquency and analyze the borrower's capacity to arrive at an individual collection plan to resolve the delinquency and mitigate loss for the Bank. * Locate borrowers, determine employment status, income, debts, assets, and capacity for payment. Work directly with borrowers and outside sources to arrive at workable long-term solutions. * Restructure debt by gathering loan application information, and work with underwriting to present restructure loan requests to Retail Loan Committee. * Perform field calls to locate debtors, collect payments, and evaluate condition of collateral. * Review and analyze previously charged-off loan accounts for potential future collectability. Contact charged-off loan borrowers to devise a payment plan. * Work with inside and outside legal counsel to facilitate and monitor foreclosure and garnishment actions. Occasionally, work with a third party vendor to repossess non-real estate collateral. * Work with attorneys to pursue charged-off loan borrowers to collect on accounts. * Support the efforts of the Retail Loan Department with activities and projects as assigned by management. QUALIFICATIONS: * High school diploma or equivalent. * This position requires the individual to take loan applications and close loans. * This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS). * Minimum of one year of banking experience, with strong knowledge of consumer loan products and a general understanding of collections. Previous experience working in a Collections role highly preferred. * Knowledge of current collection procedures, regulations, and laws. * Knowledge of investigative procedures applicable to the collection of delinquent accounts, interviewing techniques used to obtain factual information. * Knowledge of basic arithmetic and financial record keeping. * Ability to work well on a team and focus on results; must be adaptable and flexible. * Experience with servicing and collecting Government Sponsored Enterprise Loans (Fannie Mae and Freddie Mac) is desirable, but not mandatory. * Excellent verbal and written communication skills are required. * Possess strong interviewing techniques and written communication skills used to obtain factual information. * Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports. * Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades. * Experience with Silverlake and/or CARM-Pro preferred. * This position requires regular travel by car to various locations throughout the assigned market, up to 25%. * Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need. * Punctuality is required to maintain First American Bank's customer service standards. Responsibilities First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations. This hourly (non-exempt) position will collect past due amounts on delinquent loan accounts by negotiating payment arrangements, offering suggestions to customers on how to meet debt obligations, and advising borrowers as to the possible consequences of not meeting debt obligations. This position will also help develop repayment plans to assist clients in resolving delinquency, restructuring loans to avoid foreclosure or repossession and offer Family Credit Counseling Services. DUTIES & RESPONSIBILITIES: - Contact borrowers to determine the reasons for delinquency and analyze the borrower's capacity to arrive at an individual collection plan to resolve the delinquency and mitigate loss for the Bank. - Locate borrowers, determine employment status, income, debts, assets, and capacity for payment. Work directly with borrowers and outside sources to arrive at workable long-term solutions. - Restructure debt by gathering loan application information, and work with underwriting to present restructure loan requests to Retail Loan Committee. - Perform field calls to locate debtors, collect payments, and evaluate condition of collateral. - Review and analyze previously charged-off loan accounts for potential future collectability. Contact charged-off loan borrowers to devise a payment plan. - Work with inside and outside legal counsel to facilitate and monitor foreclosure and garnishment actions. Occasionally, work with a third party vendor to repossess non-real estate collateral. - Work with attorneys to pursue charged-off loan borrowers to collect on accounts. - Support the efforts of the Retail Loan Department with activities and projects as assigned by management. QUALIFICATIONS: - High school diploma or equivalent. - This position requires the individual to take loan applications and close loans. - This position may require the employee to register and maintain registration with the Nationwide Mortgage Licensing System & Registry (NMLS). - Minimum of one year of banking experience, with strong knowledge of consumer loan products and a general understanding of collections. Previous experience working in a Collections role highly preferred. - Knowledge of current collection procedures, regulations, and laws. - Knowledge of investigative procedures applicable to the collection of delinquent accounts, interviewing techniques used to obtain factual information. - Knowledge of basic arithmetic and financial record keeping. - Ability to work well on a team and focus on results; must be adaptable and flexible. - Experience with servicing and collecting Government Sponsored Enterprise Loans (Fannie Mae and Freddie Mac) is desirable, but not mandatory. - Excellent verbal and written communication skills are required. - Possess strong interviewing techniques and written communication skills used to obtain factual information. - Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports. - Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades. - Experience with Silverlake and/or CARM-Pro preferred. - This position requires regular travel by car to various locations throughout the assigned market, up to 25%. - Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need. - Punctuality is required to maintain First American Bank's customer service standards.
    $83k-106k yearly est. Auto-Apply 10d ago
  • Remote Commercial Collections LARGE BALANCE

    Greenberg Grant Richards Inc. 3.9company rating

    Chicago, IL jobs

    Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection firm and the leader in our industry! We have 7 offices around the US and we collect over 100 Million annually. Recession Proof Industry, our top collectors make over 100K a year. We are Accredited and Honored by the BBB with an A+ rating. We are growing and would like to speak with you today if you are a Commercial Collector or have experience in the collections industry and are ready to start a new adventure. Since 1993, we have developed a strong reputation for delivering results and superior customer service. We attract and hire top talent across the nation to be a part of our team and we would like to speak with you about joining the GGR Family. If you love to make money and strive to be successful, energetic and goal-oriented there is a position for you on our Collections team. Why Choose Greenberg, Grant & Richards, Inc.? We are growing and we want the best of the best to come and grow with us. 75% employer paid Medical, Dental & Vision Great Work Location 401K Paid Life Insurance Vacation/PTO No nights and weekends Off early on Friday's Weekly Meetings and Coaching Weekly Contests Responsibilities: Understands and applies the terms of clients contracts Notate and pursue successful resolution of defaults Contact business owners by phone and email to resolve delinquency issues Communicate and build trust to overcome objections and resolve the debt Advise business owners of potential actions surrounding defaults Ensure compliance with all laws associated with recovery Meet daily call expectations of 100+ with accounts worked Call debtors to secure payments on past-due accounts Knowledge of skip tracing and asset searches preferred Successfully manages a queue of 200+ Must have the ability to exceed daily, weekly, and monthly expectations consistently Must follow established policies & procedures Must take direction well and be self-motivated Other duties as assigned Qualifications: High School Diploma or Equivalent (G.E.D.) 2 years of collection experience preferred Excellent telephone and customer service skills Working knowledge of Microsoft Office programs including Outlook, Word and Excel. This is a remote opportunity Greenberg, Grant & Richards, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. About Greenberg, Grant & Richards, Inc.: Greenberg, Grant & Richards, Inc. is an accounts receivable and commercial collection firm and the leader in our industry! We have offices in Austin, Houston, Denver, and Tampa. We have been an industry leader for over 30 years and set the bar for collecting other companies commercial accounts receivable issues. Our focus is solely business to business. Looking at our next 30 years we are focusing on expansion and bringing on board the next generation of employees. We currently have over 10,000 active clients and we collect over 100 million dollars a year for our clients. If you are looking to get into a “Recession and Pandemic Proof Industry”, this is the place for you! Once you get in, you'll never leave. If you are in car sales, you only get your customer back every 3-5 years. If you are in home sales, you only get your customer back every 10 years. In commercial collections, once you land a client, your client comes back every month. They place accounts every day and they are never taken from you. That is the key to sales, getting repeat business and continuously growing your file year over year. Many clients have been with us over 20 years. We have developed a strong reputation for delivering results and superior customer service. We attract and hire top talent across the nation to be a part of our team and we would like to speak with you about joining the GGR Family. We attract and hire the top talent across the nation to be a part of our team. Why Choose Greenberg, Grant & Richards, Inc.? We are growing and we want the best of the best to come and grow with us. 75% employer paid Medical, Dental & Vision Great Work Location 401K Paid Life Insurance Paid Time Off No nights and weekends Off early on Friday Flex Time / PTO Employee Driven Culture Salary Description $36,000 to $100,000 per year (plus commission
    $32k-38k yearly est. 60d+ ago
  • Investment Consultant

    City National Bank 4.9company rating

    Springfield, IL jobs

    *INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *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 ********************************* 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 ********************************** *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. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $101.2k-172.4k yearly 60d+ ago
  • Sr Engineering Support Specialist

    Honeywell 4.5company rating

    Kansas City, MO jobs

    Join the industry leader to design the next generation of breakthroughs. Innovate to solve the world's most important challenges. Honeywell is a Fortune 100 company that invents and manufactures technologies to address critical challenges linked to global macrotrends such as safety, security, productivity, global urbanization and energy. With approximately 100,000 employees worldwide, including more than 19,000 engineers and scientists, Honeywell has an unrelenting focus on quality, delivery, value, and technology in everything they make and do. Honeywell has been named a Top 100 Global Innovator for seven years in a row, recognizing the company's global reach of portfolio and invention influence. In Kansas City, Honeywell Federal Manufacturing & Technologies (FM&T) manages and operates the U.S. Department of Energy/National Nuclear Security Administration's (NNSA) Kansas City National Security Campus. This state-of-the-art engineering, manufacturing and sourcing facility produces a wide array of intricate components to deliver trusted national security products and government services primarily for the NNSA. Honeywell FM&T's culture of integrity, commitment and continuous improvement enables them to deliver responsive, collaborative and innovative management and technology services and products that translate into cutting edge solutions to complex national security issues. Summary This position performs a full range of complex engineering support assignments requiring significant knowledge of manufacturing, business and project management processes. Duties and Responsibilities The ability to work independently at a high level on complex engineering support tasks in alignment with business strategies/tactics. Identifies and pursues improvement opportunities, develops revised processes, and performs updates and/or maintenance to existing MES factory instructions. Create new production routings. Adhere to factory instruction standards. Facilitate reviews with other parties such as Production Control, Quality Engineering, Inspection, Product Engineering and Operations before final release to minimize subsequent changes. Troubleshoot and resolve issues related to work instructions. Interpret design definitions and suggests improvements for function, manufacturability, and cost. Facilitate reviews with process and quality engineering and production operations. Assess utilization of capital equipment in assigned area(s), provides recommendations for improved utilization, and conducts annual inventory and reporting as required. Creates documentation for engineering concurrence supporting cost management, generation of Cost Price Estimates (CPEs), risk assessments, and management/tracking against cost and schedule requirements. Helps create, maintain, and assess quality documentation required for product acceptance. Perform mentoring responsibilities for engineering support specialist II. You Must Have Bachelor's degree and five (5) or more years of relevant experience is required OR in lieu of degree at least seven (7) years previous experience in general business operations, manufacturing or engineering related administrative activities such as configuration management, financial reporting product testing procedures & data entry. Proven ability in decision making, organization & problem solving. Ability to travel up to 10% of the time. Ability to work remote, hybrid, or on-site as directed by management and is determined by the needs of the business. Regular and reliable attendance is an essential function of this job. United States Citizenship Ability to obtain and maintain, a U.S. Department of Energy (DOE) security clearance (some positions require additional DOE designations) We Value Bachelor's degree or two additional years of direct work experience in lieu of a Bachelor's degree. PC literacy required, proficient in MS office products. Intermediate Excel Skills. Effective verbal and written communication skills. Demonstrated subject matter expertise in MES, Matrix, Enterprise Content Management, Computer Aided Design, and others. Ability to interface effectively with support organizations and internal customers such as Manufacturing, next assembly, etc., and exercise judgment to determine appropriate action. Understanding of KCNSC processes and knowledge of KCNSC product strongly preferred. Some positions may require additional training and qualification. This /job posting is not all inclusive and other duties may be assigned This job description/job posting is not all inclusive and other duties may be assigned. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status. If you require a reasonable accommodation to submit an application, please send an email to our Reasonable Accommodation Support Team. Additional Information: Job ID: 3805 Category: Engineering Level of Experience: Posting Location: Kansas City National Security Campus 14520 Botts Road Kansas City, MO, 64147 Remote Eligibility: On-Site Travel Required: 0-10% Approved Work States: MO Hourly/Salary: Salary Hiring Manager: Ragiemra Amato Division: E00 Department: E12 #FMT2021
    $70k-108k yearly est. 2d ago
  • Senior Associate, Credit Project Management & Reporting

    The Options Clearing Corporation 4.9company rating

    Chicago, IL jobs

    IS NOT ELIGIBLE FOR VISA SPONSORSHIP* What You'll Do: As a member of OCC's Credit Risk Management team, you will help safeguard OCC from counterparties who exhibit elevated credit risks. Associate Principals are responsible, identifying, developing, measuring, monitoring, reporting, and enhancing processes that monitor thresholds and trends of various risks and exposures introduced to OCC by clearing members, banks, and other critical counterparties. Senior Associates utilize a strong technical and analytical skillset to assist Credit Department with its projects and reporting. Maintain a general understanding of the risks present within the clearing industry and/or the participating financial entities, including broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities. Primary Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. * Support CORE team with analysis of ongoing creditworthiness of counterparties and escalate issues requiring enhanced surveillance to department management and internal working groups so appropriate actions can be taken. * Support CORE team with analytical solutions to assist with financial statement analysis, including identifying levels and trends in key metrics and ratios. * Collaborate with IT and other internal teams to design and implement advanced scalable data analytics solutions to identify and analyze causal links and meaningful relationships (e.g., correlations, distributions, percentiles). Includes centralizing data from multiple sources to automated front end visual reporting/dashboards. * Work closely with department management on projects, cross-department collaboration, and mentoring of colleagues. * Support CORE team with critical, time-sensitive, and/or complex counterparty inquiries requiring data collection or analysis. * Support system, data, and risk methodology development, assist reviewing data and risk methodologies during annual reviews * Develop, maintain, enhance, and adhere to written policies and procedures * Participate in procedure-related control testing activities and identify opportunities for improving the control environment Supervisory Responsibilities: * None Qualifications: The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions. * Demonstrated analytical and problem-solving skills and the ability to work in a collaborative environment * Familiarity with financial statements, brokerage statements, and accounting records * General knowledge of the financial services industry, including the financial, market, liquidity and operational risks of broker-dealers, futures commission merchants, commercial banks, pension funds, and financial market utilities * General understanding of securities markets, derivatives, and option trading strategies * Track record of independently managing and successfully completing high visibility projects * Excellent organization skills - must be detail oriented * Strong verbal and written communication skills, with proven ability to work and converse with executive level management * Strong Mathematical skills and financial acumen * Comfortable working in a customer service-oriented environment and addressing questions from both OCC colleagues and OCC counterparties, engaging users to understand issues and identify root causes, escalating incidents to appropriate teams, collaborating with others to ensure timely resolution and user satisfaction. * Ability to work well under pressure with multiple priorities and time-sensitive deadlines Technical Skills: * Intermediate-to Advanced in Microsoft Office, including Excel experience using lookups and pivot tables to perform data analysis, and comfortable developing PowerPoint presentations * Intermediate- to-Advanced SQL, including the ability to write and edit queries to assist with mining and visualizing data from multiple sources. * Experience using data visualization software (e.g., Tableau, Power BI) * Familiarity with data stack applications such as Snowflake and code versioning in Github * Coding experience with (e.g., Python, R, VBA macros) required * Intermediate-to-Advanced quantitative, analytical, problem solving skills, including the ability to accumulate, organize, and assimilate large amounts of information. * Familiarity using Bloomberg and/or S&P Global Market Intelligence, and the technical ability to connect these tools to Excel preferred Education and/or Experience: * Bachelor's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) or equivalent work experience required * 4+ years of data analytics experience or relevant financial services industry experience * Master's degree or progress towards a Master's degree (preferably in Financial Engineering, Data Science, Risk Management, Accounting, (Computational/Quantitative) Finance, or Economics) preferred Certificates or Licenses: * Desire to earn, or progress towards, a CFA or FRM certification About Us The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at *************** Benefits A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include: * A hybrid work environment, up to 2 days per week of remote work * Tuition Reimbursement to support your continued education * Student Loan Repayment Assistance * Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely * Generous PTO and Parental leave * 401k Employer Match * Competitive health benefits including medical, dental and vision Visit ************************************************ for more information. Compensation * The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education. * In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer. * We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on ********************** * All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed. Salary Range $71,500.00 - $106,300.00 Incentive Range 6% to 10% This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance. Step 1 When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location. For more information about OCC, please click here. OCC is an Equal Opportunity Employer
    $71.5k-106.3k yearly Auto-Apply 4d ago

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