Operations Specialist jobs at Planet Home Lending

Eaton's Electrical Engineering Services & Systems (EESS) division is currently seeking a Specialist Operational Excellence. This is a remote position. The expected annual salary range for this role is $94,000 - $138,000 a year. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. This role will be will be responsible for developing and leading the implementation of processes, procedures, and tools to enable successful execution of national scope of work for accounts supported by the Strategic Accounts Operations (SAO) organization and executed by the EESS business. What you'll do: The Specialist will collaborate closely with SAO Program Managers, Technical Program Manager, and Project Managers to develop and implement standard processes, procedures, and tools in support of our SAO customers. As standards are established, this person will lead the identification and execution of process improvement initiatives that enhance efficiency, consistency, and customer satisfaction. This role partners with the EESS Operational Excellence team to ensure alignment with broader organizational goals and best practices. They will be expected to build a deep understanding of the programs and customers we support, becoming a trusted resource for internal teams and external stakeholders. In this role you will: * Develop, implement, and assess standardized project management processes to ensure consistency and a superior customer experience across SAO accounts. * Establish and maintain project controls for cost, schedule, progress tracking, forecasting, and change management to support effective project oversight. * Create and execute onboarding and professional development plans for team roles, aligning with business needs and promoting project management excellence. * Collaborate with SAO program and project managers to design, document, and implement standardized processes that support strategic customer accounts and streamline execution across * Identify, develop, and deploy digital tools that enhance support for SAO customers and internal teams * Establish and monitor Key Performance Indicators (KPIs) that align with customer expectations and promote consistent, high-quality project execution across SAO accounts * Identify and pursue automation opportunities to streamline tasks performed by SAO Coordinators and Project Managers, improving efficiency and reducing manual effort * Conduct process mapping and analysis to assess current workflows and design optimized future-state processes for both existing and new programs * Create and standardize operational tools such as forms, templates, and work instructions tailored to specific customer requirements (e.g., testing protocols, reporting formats, invoicing procedures) * Maintain comprehensive process documentation, working with the division's Operational Excellence team to ensure standard work is captured and stored in a centralized repository (e.g., E-Vault) * Lead and facilitate continuous improvement initiatives, including root cause analysis, A3 problem-solving, and business process improvement (BPI) activities Qualifications: Required Qualification: * Bachelor's degree from an accredited institution * Minimum of 5 years of direct experience in project management, operations, or process improvement * Must reside within a 50-mile radius of an international airport, no relocation is being offered * Must be authorized to work in the United States without company sponsorship Preferred Qualifications: * Bachelor's degree from an accredited institution in Industrial Engineering, business, operations management * Project Management certification (e.g. PMP, CAPM, etc..) is highly desirable. * Certification in Lean, Six Sigma, or a related methodology. Skills: * Proven track record of managing complex projects, including experience with project controls, process improvement, and cross-functional collaboration. * Experienced in working closely with cross-functional stakeholders to align efforts and ensure seamless support for customer objectives * Adept at analyzing, documenting, and visualizing processes to support consistency, training, and cross functional alignment * Proficient in designing and implementing dashboards, KPIs, and reporting tools that provide visibility into performance and drive continuous improvement * Capable of analyzing existing workflows and implementing enhancements that lead to measurable cost savings, efficiency gains, and improved service delivery * Able to identify and recommend new tools, technologies, or methodologies that streamline operations, reduce waste, and drive cost savings/avoidance * Organized and detail-oriented, with a proven ability to lead initiatives from planning through execution, ensuring documentation and sustainability of improvements * Strong interpersonal and communication skills to manage expectations, build trust, and maintain alignment across diverse stakeholder groups * Outstanding and effective communication, presentation, and leadership skills * Demonstrated ability to manage multiple priorities and projects in a dynamic environment * Self-motivated with a continuous improvement mindset and a willingness to learn new tools and methodologies We are committed to ensuring equal employment opportunities for job applicants and employees. Our recruitment processes use balanced selection criteria and avoid unlawful discrimination against applicants on the basis of their age, colour, disability, marital status, national origin, gender, gender identity, genetic information, race or racial origin, religion, sexual orientation or any other status protected or required by law.

Guggenheim Securities Guggenheim Securities is seeking an experienced Warehouse Loan Operations Specialist to support critical warehouse lending functions. This role combines operational execution with strategic oversight, managing loan closing processes, agent relationships, and transaction workflows. The ideal candidate will be a results-driven professional with strong technical skills and the ability to thrive in a fast-paced, collaborative environment. Essential Job Functions Loan Operations & Settlement * Execute loan closing processes and settlement activities * Process and validate draw requests, including borrowing base calculations and covenant compliance * Coordinate with legal counsel on borrowing conditions precedent * Oversee loan settlement funding and reconciliation * Manage trade settlement flows, platform reconciliations, and remediation of breaks Agent & Partner Management * Coordinate with Administrative Agents on reporting requirements and portfolio performance data * Work with Paying Agents to process waterfall distributions and ensure transaction document compliance * Serve as escalation point for agent-related issues and discrepancies * Collaborate with outsource services and customers Transaction & Documentation Support * Administer loan system data and maintain accurate records * Execute complex wire instructions and payment waterfalls * Prepare investor reporting and compliance documentation * Create and maintain operational procedures * Draft confidentiality agreements as needed Cross-Functional Collaboration * Partner with Warehouse Origination, Portfolio Management, Ops/Treasury, Finance, Risk, Legal, Compliance, and Business Operational teams * Oversee and reconcile third-party invoicing Preferred Qualifications Education & Experience * Bachelor's degree required * Minimum 5+ years hands-on experience in loan closing and structured finance operations * Proven track record in warehouse lending or asset-backed finance Technical Skills * Strong proficiency with ClearPar or comparable loan management systems * Experience with virtual data room administration * Expert-level Microsoft Excel and Access skills * Understanding of structured finance mechanics, borrowing base structures, and waterfall calculations * Familiarity with Bloomberg terminal (preferred) Core Competencies * Strong communication and interpersonal skills * Team-oriented with ability to collaborate across functions * Comfortable in high-pressure, fast-paced environments * Excellent multi-tasking and organizational abilities * Detail-oriented with strong problem-solving skills * Self-starter who operates with accountability and ownership Licensing * Series 99 license preferred (or ability to obtain within specified timeframe) * Will ultimately need to become licensed for the Series 99 Work Location * Currently, this role is expected to be fully remote. Salary * Annual base salary between $130,000 - $150,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Guggenheim Securities * Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. * For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ***************************************** or ************. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

Navient Solutions LLC At Navient, we believe people are our greatest asset. Whether you're a client or a colleague, integrity, passion, and commitment guide everything we do. We believe it's possible to hold one another to a high standard while fostering a supportive and inclusive workplace. Through trust, innovative collaboration is possible. We value every voice, knowing we're stronger, smarter, and more effective when we work together. This is a hybrid role with 2 days/ week onsite in our Herndon office. This position will float, providing coverage across Treasury Operations and Trust Administration Desks, rotating between functions as needed and supporting multiple workflows. Treasury Operations is responsible for the management of short-term liquidity and financial risk, administration and reporting relating to borrowing facilities and trusts, and oversight of the company's banking operations. The Treasury Operations Specialist will primarily be responsible for cash management activities, including daily cash positioning, bank balance reporting, cash concentration, and payment processing. Additionally, this role will cross train in other areas such as Cash Desk operations and Trust Administration, managing corporate and trust collateral margin calls, processing funds and security transfers, conducting reconciliations, and analyzing monthly bank fees Strong interpersonal and communication skills are essential, as this role involves working with external counterparties, broker/dealers, and correspondent banks, as well as internal teams such as Capital Markets, Corporate Accounting, Compliance, and senior management. The Specialist must be able to work independently, solve problems efficiently, and adhere to established protocols to meet deadlines. Strong organizational skills are crucial for managing workflows and prioritizing tasks effectively. Responsibilities Include: Cash Management: Perform daily cash management functions, including bank balance reporting, presentment, and concentration reports. Process check requests from Accounts Payable, deposit checks using a remote scanner, and manage the Cash Management resource mailbox. Administer the opening and closing of bank accounts and prepare monthly bank analysis fees for multiple banks. Cash Desk and Back Office Support: Manage daily margin calls for corporate and trust swaps, including overseeing cleared swap movements. Monitor credit rate changes and assess their impact on collateral positions within ISDA contracts. Coordinate and process settlements for new issuances, repurchases, and trade confirmations with counterparties. Execute and reconcile scheduled payments, administer overrides, and prepare month-end reports for accounting and audit purposes. Ensure successful processing of daily bank files and review prior-day bank data for accuracy. Analyze daily cash positions, confirm investment and money market trades, and monitor cash inflows and outflows for Navient Corp. Trust Administration: Maintain and administer Navient Education Loan Trusts based on underlying trust agreements. Prepare facility and trust reports, confirm payments with external counterparts, and initiate payments with paying agent banks. Coordinate with Structured Finance on loan purchase and sale schedules, supporting funding activity and communicating with the Cash Desk on related cash flow. Prepare advance borrowing and permitted release requests to conduit banks, including post-settlement reporting and wire payment for post-settlement funding. Verify trust cash activity, ensuring payment accuracy and resolving exceptions. Project Management and Cross Training: Document procedures during training and lead efforts to standardize processes for the entire department. Cross-train with team members for coverage and professional development. MINIMUM REQUIREMENTS Bachelor's Degree- Preferably Finance, Accounting, Business, or related field. At least 3 years of relevant experience in treasury operations or a related financial field may substitute. 0-1 year of experience within the Business or Finance field. Additional education above the required minimum substitute. PREFERRED QUALIFICATIONS Familiarity with Treasury operations and the banking industry. Strong analytical skills with the ability to make informed financial decisions. Proficiency in financial systems and tools. Knowledge of relevant financial regulations and industry best practices. IMPORTANT NOTICES: All offers of employment are contingent on standard background checks. Navient and certain of its affiliated companies are federal, state and/or local government contractors. Should this position support a Federal Government contract, now or in the future, the successful candidate will be subject to a background check conducted by the U.S. Government to determine eligibility and suitability for federal contract employment for public trust or sensitive positions. Positions that support state and/or local contracts also may require additional background checks to determine eligibility and suitability. EOE Race/Ethnicity/Sex/Disability/Protected Vet/Sexual Orientation/Gender Identity. Navient Corporation and its subsidiaries are not sponsored by or agencies of the United States of America. Navient is a drug free workplace.

Job Description Join The Lending Group CO and Shape the Future of Homeownership! Are you a dedicated mortgage professional with a background in underwriting, qualifying, processing, or management, ready to make a difference for clients? We're seeking a Mortgage Operations Specialist to join our Southampton, PA team, where you'll leverage your expertise to deliver seamless mortgage experiences. This role focuses on operational excellence, collaboration with borrowers and referral partners, and exceptional communication-with minimal sales responsibilities. Ready to Apply? If you're a mortgage professional with a strong background in underwriting, qualifying, processing, or management, ready to seize these opportunities, we want to hear from you! Submit your resume and a brief cover letter highlighting your relevant experience. The Lending Group CO is an equal opportunity employer committed to diversity and inclusion. Compensation: $75,000 - $105,000 yearly Responsibilities: What You'll Do: Streamline Loan Processes: Take ownership of loan files by collecting documentation, running DU/LP/AUS, preparing closing cost worksheets, and ensuring files are ready for underwriting or closing, contributing to a 98%+ on-time closing rate. Connect with Clients and Partners: Serve as the primary point of contact during the “contact to contract” phase, providing clear, jargon-free updates to build lasting relationships with borrowers and referral partners. Ensure Accuracy and Compliance: Review loan packages for discrepancies, omissions, and accurate income calculations, collaborating with loan originators to deliver clean, compliant files that meet FHA, VA, CONV, or USDA guidelines. Enhance Team Efficiency: Use mortgage software (e.g., Encompass, Calyx) to manage documentation and track progress, identifying opportunities to streamline workflows and reduce processing times. Foster Client Success: Guide borrowers through the mortgage process with empathy and clarity, creating positive experiences that drive satisfaction and referrals without the pressure of sales quotas. Opportunities Awaiting You: Make a Meaningful Impact: Help borrowers achieve their homeownership visions by providing exceptional service and clear communication. Grow Your Career: Access ongoing training, professional development, and clear pathways to advance within a leading mortgage organization. Collaborate in a Supportive Environment: Work closely with loan officers, underwriters, and referral partners in a team-oriented culture that values your expertise and offers flexible hybrid/remote work options. Showcase Your Expertise: Leverage your underwriting, qualifying, processing, or management skills to deliver high-quality loan files and improve operational efficiency. Enjoy Work-Life Balance: Thrive in a role with no high-pressure sales targets, allowing you to focus on operational excellence and client service. Qualifications: What We're Looking For: Work History: 3+ years as a Mortgage Underwriter, Loan Processor, Loan Qualifier, or Mortgage Operations Manager; 5+ years preferred. Technical Expertise: Strong knowledge of mortgage loan products (FHA, VA, CONV, USDA), loan qualification, processing procedures, and documentation, with proficiency in mortgage software (e.g., Encompass, Calyx) and MS Office. Core Skills: Exceptional time management, interpersonal communication, and follow-up skills; ability to analyze credit reports, income, and asset documents for loan qualification. Licensing: Active NMLS # with the ability to include PA, NJ, DE, and FL preferred. Mindset: A collaborative, detail-oriented professional who excels in operational and analytical roles, prioritizing client service and process management over sales tasks. Track Record: Examples of managing high-volume loan portfolios, resolving complex qualification or documentation issues, or improving operational efficiency in past roles. Why Join The Lending Group CO? Supportive Culture: Join a collaborative team with flexible hybrid/remote work options and no sales pressure, allowing you to focus on what you do best. Comprehensive Benefits: Competitive salary ($50,000 - $80,000), health insurance, 401(k) with match, generous PTO, and more. Innovative Environment: Work with cutting-edge mortgage software and a team dedicated to simplifying the homebuying process. Community Impact: Build lasting relationships with borrowers and referral partners, creating positive experiences that drive business growth. About Company The Lending Group CO is a trusted mortgage provider in Southampton, PA, committed to delivering exceptional service to clients and referral partners. Our innovative technology, collaborative culture, and dedication to compliance make us a leader in the mortgage industry. Join us to shape the future of homeownership.

Work Arrangement: * After the initial training period, this is a hybrid role, working onsite in our Sioux Falls, SD office.* For over 20 years, The Bancorp has been providing nonbank companies with the people, processes, and banking technology to meet their individual needs. As a result, we have become an industry-leading provider of reliable technology-forward solutions that move our partners' businesses into the future. At The Bancorp, We Define Fintech Partnerships. The Bancorp does more than just enable our clients' product innovations, we create lasting partnerships with a future-focused approach to technology and services. Today and every day, we work to continuously transform the payments landscape. Provides operational support of client programs by managing departmental processes, ensuring adherence to compliance and regulatory requirements. Reports department activities to the VP Network Operations Managers on a regular basis. Responsibilities Essential Functions Monitors transactional and compliance reports to detect parameter breaches, regulatory violations, or potential fraudulent activity. Conducts thorough account reviews and prepares Unusual Activity Reports (UARs) for the Financial Crimes Risk Management team, adhering to The Bancorp Bank's established procedures. Reviews and resolves ACH-related inquiries including Letters of Indemnity (LOIs) and reclamations. Processes transactions which may involve the reversal of funds from consumer accounts and account closures, in compliance with regulatory guidelines and internal policies. Ensures compliance with federal regulations by accurately processing Trace Requests, Death Notification Entries (DNEs), and Debit to Fed transactions received from the U.S. government. Manages the timely return of government funds in accordance with applicable guidelines. Handles client and cardholder requests to issue checks for remaining account balances. Appropriately debits funds using correct transaction codes and descriptions and closes accounts or cards in accordance with the cardholder agreement. Responds to check-related inquiries, including initiating stop payments and issuing replacement checks as needed. Collaborates regularly with the Financial Crimes Risk Management team to facilitate weekly closures of accounts listed on the Restricted Customer Database, ensuring proper handling and documentation in accordance with internal compliance procedures. Builds strong working relationships with Program Operations Managers to collaboratively address client issues and support operational problem-solving. Assists with a variety of daily, weekly, and monthly tasks to ensure seamless program execution. Reviews written statements of authorized debits to verify compliance with NACHA Operating Rules before processing client-initiated ACH return requests. Cultivates and maintains positive relationships with key clients, ensuring a high level of service and responsiveness to their needs. Performs other duties as assigned. Qualifications Education/Experience Requirements * Associate degree in a related field or an equivalent combination of training and experience. * 1 year of relevant experience. Preferred Qualifications * Excellent verbal, written, and interpersonal communication skills * Team player, able to work effectively in a team fostered, multi-tasking environment. * Proficient in all Microsoft Office products, e.g., Excel, PowerPoint, Word, Outlook. * Able to learn and quickly maneuver through account screens on 12+ systems. Additional Information This job will be open and accepting applications for a minimum of five days from the date it was posted. Working at The Bancorp Bank, N.A. and Benefits Information: ********************************************* Company Culture & Background Screening Company Culture at The Bancorp Bank: *************************************************** The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history. #LI-PJ1 #LI-Hybrid

Building at Check At Check, we make paying people simple . In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in. Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses. Our Team Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission. Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size. The Work At Check, we make paying and filing taxes seamless, enabling our partners to build best-in-class payroll businesses. The Tax Operations team sits at the core of this mission, turning complex tax workflows into reliable, repeatable processes that power partner success. As a Tax Operations Specialist, you will contribute to operational excellence by executing and optimizing critical tax functions. You'll focus on balancing tax accounts, managing corrections and amendments, supporting tax compliance, and streamlining internal workflows to ensure accuracy, efficiency, and scalability. This role is for someone who thrives on operational precision, solves problems with a hands-on approach, and is energized by making complex systems work better. In this role, you will: Ensure tax compliance by executing accurate filings and remittances and proactively updating filing specifications and systems in response to regulatory changes. Manage corrections and amend tax returns as needed, working within established workflows and partnering across teams to resolve discrepancies. Balance tax accounts and reconcile discrepancies to support accurate and timely tax reporting. Assist in resolving complex tax escalations through root cause analysis and cross-functional collaboration. Identify opportunities to simplify and optimize tax operations, proposing process improvements and leveraging data for continuous refinement. Partner closely with Payroll Operations, R&D, and Revenue teams to streamline tax workflows and contribute to initiatives that enhance compliance and partner satisfaction. Tools for the Job Many backgrounds could fit this role, but ideal candidates will have some or all of the following: 3-5 years of experience in tax operations, compliance, payroll, or related functions, with strong knowledge of tax filing and remittance processes. Experience handling corrections, amendments, and account reconciliations in a payroll or tax context. Familiarity with compliance requirements and best practices in a regulated operational environment. Demonstrated ability to identify process improvements and implement operational solutions at scale. Strong problem-solving, organizational, and communication skills. Comfort working cross-functionally to support product and partner outcomes. A partner-first mindset with a strong focus on quality, efficiency, and service. Travel and Office Policy: We build best when we come together on level ground. The Check team is distributed across the US, and we have offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team offsites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in Mexico each spring. For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays and the team hosts regular happy hours, game nights, etc. What we offer: For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401k retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses. The actual annual salary for this role depends on each candidate's experience, qualifications, and work location. Most new hires are placed near the midpoint of this range to ensure fairness with our existing team's compensation. The expected range in San Francisco, New York, Los Angeles, and Seattle is between $92,500 and $101,750. The expected range for all other locations is between $78,500 and $86,350. We accept applications on an ongoing basis with no specified deadline. Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity. Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.

Building at Check At Check, we make paying people simple . In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in. Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses. Our Team Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission. Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size. The Work At Check, we make paying and filing taxes seamless, enabling our partners to build best-in-class payroll businesses. The Tax Operations team sits at the core of this mission, turning complex tax workflows into reliable, repeatable processes that power partner success. As a Tax Operations Specialist, you will contribute to operational excellence by executing and optimizing critical tax functions. You'll focus on balancing tax accounts, managing corrections and amendments, supporting tax compliance, and streamlining internal workflows to ensure accuracy, efficiency, and scalability. This role is for someone who thrives on operational precision, solves problems with a hands-on approach, and is energized by optimizing complex systems. In this role, you will: Ensure tax compliance by executing accurate filings and remittances and proactively updating filing specifications and systems in response to regulatory changes. Manage corrections and amend tax returns as needed, working within established workflows and partnering across teams to resolve discrepancies. Balance tax accounts and reconcile discrepancies to support accurate and timely tax reporting. Assist in resolving complex tax escalations through root cause analysis and cross-functional collaboration. Identify opportunities to simplify and optimize tax operations, proposing process improvements and leveraging data for continuous refinement. Partner closely with Payroll Operations, R&D, and Revenue teams to streamline tax workflows and contribute to initiatives that enhance compliance and partner satisfaction. Tools for the Job Many backgrounds could fit this role, but ideal candidates will have some or all of the following: 3-5 years of experience in tax operations, compliance, payroll, or related functions, with strong knowledge of tax filing and remittance processes. Experience handling corrections, amendments, and account reconciliations in a payroll or tax context. Familiarity with compliance requirements and best practices in a regulated operational environment. Demonstrated ability to identify process improvements and implement operational solutions at scale. Strong problem-solving, organizational, and communication skills. Comfort working cross-functionally to support product and partner outcomes. A partner-first mindset with a strong focus on quality, efficiency, and service. Travel and Office Policy: We build best when we come together on level ground. The Check team is distributed across the US, and we have offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team offsites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in Mexico each spring. For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays and the team hosts regular happy hours, game nights, etc. What we offer: For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses. The actual annual salary for this role depends on each candidate's experience, qualifications, and location of work. Most new hires are placed near the midpoint of this range to ensure fairness with our existing team's compensation. The expected range in San Francisco, New York, Los Angeles, and Seattle is between $92,500 and $101,750. The expected range for all other locations is between $78,500 and $86,350. We accept applications on an ongoing basis with no specified deadline. Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity. Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.

Join The Lending Group CO and Shape the Future of Homeownership! Are you a dedicated mortgage professional with a background in underwriting, qualifying, processing, or management, ready to make a difference for clients? We're seeking a Mortgage Operations Specialist to join our Southampton, PA team, where you'll leverage your expertise to deliver seamless mortgage experiences. This role focuses on operational excellence, collaboration with borrowers and referral partners, and exceptional communication-with minimal sales responsibilities. Ready to Apply? If you're a mortgage professional with a strong background in underwriting, qualifying, processing, or management, ready to seize these opportunities, we want to hear from you! Submit your resume and a brief cover letter highlighting your relevant experience. The Lending Group CO is an equal opportunity employer committed to diversity and inclusion. What You'll Do: Streamline Loan Processes: Take ownership of loan files by collecting documentation, running DU/LP/AUS, preparing closing cost worksheets, and ensuring files are ready for underwriting or closing, contributing to a 98%+ on-time closing rate. Connect with Clients and Partners: Serve as the primary point of contact during the “contact to contract” phase, providing clear, jargon-free updates to build lasting relationships with borrowers and referral partners. Ensure Accuracy and Compliance: Review loan packages for discrepancies, omissions, and accurate income calculations, collaborating with loan originators to deliver clean, compliant files that meet FHA, VA, CONV, or USDA guidelines. Enhance Team Efficiency: Use mortgage software (e.g., Encompass, Calyx) to manage documentation and track progress, identifying opportunities to streamline workflows and reduce processing times. Foster Client Success: Guide borrowers through the mortgage process with empathy and clarity, creating positive experiences that drive satisfaction and referrals without the pressure of sales quotas. Opportunities Awaiting You: Make a Meaningful Impact: Help borrowers achieve their homeownership visions by providing exceptional service and clear communication. Grow Your Career: Access ongoing training, professional development, and clear pathways to advance within a leading mortgage organization. Collaborate in a Supportive Environment: Work closely with loan officers, underwriters, and referral partners in a team-oriented culture that values your expertise and offers flexible hybrid/remote work options. Showcase Your Expertise: Leverage your underwriting, qualifying, processing, or management skills to deliver high-quality loan files and improve operational efficiency. Enjoy Work-Life Balance: Thrive in a role with no high-pressure sales targets, allowing you to focus on operational excellence and client service. What We're Looking For: Work History: 3+ years as a Mortgage Underwriter, Loan Processor, Loan Qualifier, or Mortgage Operations Manager; 5+ years preferred. Technical Expertise: Strong knowledge of mortgage loan products (FHA, VA, CONV, USDA), loan qualification, processing procedures, and documentation, with proficiency in mortgage software (e.g., Encompass, Calyx) and MS Office. Core Skills: Exceptional time management, interpersonal communication, and follow-up skills; ability to analyze credit reports, income, and asset documents for loan qualification. Licensing: Active NMLS # with the ability to include PA, NJ, DE, and FL preferred. Mindset: A collaborative, detail-oriented professional who excels in operational and analytical roles, prioritizing client service and process management over sales tasks. Track Record: Examples of managing high-volume loan portfolios, resolving complex qualification or documentation issues, or improving operational efficiency in past roles. Why Join The Lending Group CO? Supportive Culture: Join a collaborative team with flexible hybrid/remote work options and no sales pressure, allowing you to focus on what you do best. Comprehensive Benefits: Competitive salary ($50,000 - $80,000), health insurance, 401(k) with match, generous PTO, and more. Innovative Environment: Work with cutting-edge mortgage software and a team dedicated to simplifying the homebuying process. Community Impact: Build lasting relationships with borrowers and referral partners, creating positive experiences that drive business growth.

Work Arrangement: ***After the initial training period, this is a hybrid role, working onsite in our Sioux Falls, SD office.*** For over 20 years, The Bancorp has been providing nonbank companies with the people, processes, and banking technology to meet their individual needs. As a result, we have become an industry-leading provider of reliable technology-forward solutions that move our partners' businesses into the future. At The Bancorp, We Define Fintech Partnerships. The Bancorp does more than just enable our clients' product innovations, we create lasting partnerships with a future-focused approach to technology and services. Today and every day, we work to continuously transform the payments landscape. Provides operational support of client programs by managing departmental processes, ensuring adherence to compliance and regulatory requirements. Reports department activities to the VP Network Operations Managers on a regular basis. Responsibilities Essential Functions Monitors transactional and compliance reports to detect parameter breaches, regulatory violations, or potential fraudulent activity. Conducts thorough account reviews and prepares Unusual Activity Reports (UARs) for the Financial Crimes Risk Management team, adhering to The Bancorp Bank's established procedures. Reviews and resolves ACH-related inquiries including Letters of Indemnity (LOIs) and reclamations. Processes transactions which may involve the reversal of funds from consumer accounts and account closures, in compliance with regulatory guidelines and internal policies. Ensures compliance with federal regulations by accurately processing Trace Requests, Death Notification Entries (DNEs), and Debit to Fed transactions received from the U.S. government. Manages the timely return of government funds in accordance with applicable guidelines. Handles client and cardholder requests to issue checks for remaining account balances. Appropriately debits funds using correct transaction codes and descriptions and closes accounts or cards in accordance with the cardholder agreement. Responds to check-related inquiries, including initiating stop payments and issuing replacement checks as needed. Collaborates regularly with the Financial Crimes Risk Management team to facilitate weekly closures of accounts listed on the Restricted Customer Database, ensuring proper handling and documentation in accordance with internal compliance procedures. Builds strong working relationships with Program Operations Managers to collaboratively address client issues and support operational problem-solving. Assists with a variety of daily, weekly, and monthly tasks to ensure seamless program execution. Reviews written statements of authorized debits to verify compliance with NACHA Operating Rules before processing client-initiated ACH return requests. Cultivates and maintains positive relationships with key clients, ensuring a high level of service and responsiveness to their needs. Performs other duties as assigned. Qualifications Education/Experience Requirements Associate degree in a related field or an equivalent combination of training and experience. 1 year of relevant experience. Preferred Qualifications Excellent verbal, written, and interpersonal communication skills Team player, able to work effectively in a team fostered, multi-tasking environment. Proficient in all Microsoft Office products, e.g., Excel, PowerPoint, Word, Outlook. Able to learn and quickly maneuver through account screens on 12+ systems. Additional Information This job will be open and accepting applications for a minimum of five days from the date it was posted. Working at The Bancorp Bank, N.A. and Benefits Information: ********************************************* Company Culture & Background Screening Company Culture at The Bancorp Bank: *************************************************** The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history. #LI-PJ1 #LI-Hybrid

Do you love tinkering with tech, troubleshooting on the fly, and making systems run smoother than a well-oiled machine? Then it's time to join Western Union as a Regional Operations Specialist! Western Union powers your pursuit. As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business software to keeping our Agents operating top-notch, you'll ensure everything runs like clockwork, with a dash of innovation and urgency. Role Responsibilities * As an Operations Specialist, you'll be the go-to guru for our tech needs. * From optimizing business applications, products and services to making sure to protect the business on a day to day. * Tech Operations Master: Keep our business tools (WUPOS, Prepaid, Peripherals etc.) running like a dream, ensuring our sales team stay productive and happy. * Data & System analytics support by observing trends when implementing new tech and products/solutions. * Tech Support Hero: Solve day-to-day technical hiccups, whether it's software woes or hardware failures. * Front-End Fun: Help with basic hardware and system troubleshooting. Role Requirements * Bachelor's degree and/or equivalent job experience are acceptable. * Tech-Savvy: You're great with IT systems, cloud solutions, networking, and web hosting. * Software Wizard: You know your way around business tools like Power BI, ARC+, Snowflake, ServiceNow, SPLUNK and you can troubleshoot without breaking a sweat. * Customer service skills: You work well with clients and have great communication skills. * Quick Study: New tech doesn't intimidate you. * You love learning and mastering new tools. * Bilingual in English and Spanish highly preferred. Fluency in English is required. * Bilingual/bi-cultural experience is highly desired. * Travel anticipated approximately 20-30%. * Valid Driver's License and a reliable vehicle are required as this position requires regular travel within a defined territory. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company - transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $65,000 - 80,000 USD per year. Total on target compensation includes a base salary and short-term incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the below benefits specific to your location and note that your recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your US specific benefits include: * Flexible Time off * Medical, Dental and Life Insurance * Parental Leave * Global Adoption Assistance * 401K plan Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate. Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three days a week. For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-RM1 Estimated Job Posting End Date: 01-30-2026 This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.

Do you love tinkering with tech, troubleshooting on the fly, and making systems run smoother than a well-oiled machine? Then it's time to join Western Union as a Regional Operations Specialist! Western Union powers your pursuit. As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business software to keeping our Agents operating top-notch, you'll ensure everything runs like clockwork, with a dash of innovation and urgency. Role Responsibilities * As an Operations Specialist, you'll be the go-to guru for our tech needs. * From optimizing business applications, products and services to making sure to protect the business on a day to day. * Tech Operations Master: Keep our business tools (WUPOS, Prepaid, Peripherals etc.) running like a dream, ensuring our sales team stay productive and happy. * Data & System analytics support by observing trends when implementing new tech and products/solutions. * Tech Support Hero: Solve day-to-day technical hiccups, whether it's software woes or hardware failures. * Front-End Fun: Help with basic hardware and system troubleshooting. Role Requirements * Bachelor's degree and/or equivalent job experience are acceptable. * Tech-Savvy: You're great with IT systems, cloud solutions, networking, and web hosting. * Software Wizard: You know your way around business tools like Power BI, ARC+, Snowflake, ServiceNow, SPLUNK and you can troubleshoot without breaking a sweat. * Customer service skills: You work well with clients and have great communication skills. * Quick Study: New tech doesn't intimidate you. * You love learning and mastering new tools. * Bilingual in English and Spanish highly preferred. Fluency in English is required. * Bilingual/bi-cultural experience is highly desired. * Travel anticipated approximately 20-30%. * Valid Driver's License and a reliable vehicle are required as this position requires regular travel within a defined territory. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company - transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $65,000 - 80,000 USD per year. Total on target compensation includes a base salary and short-term incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the below benefits specific to your location and note that your recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your US specific benefits include: * Flexible Time off * Medical, Dental and Life Insurance * Parental Leave * Global Adoption Assistance * 401K plan Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate. Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three days a week. For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-RM1 Estimated Job Posting End Date: 01-30-2026 This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.

can be hired remotely anywhere within the continental U.S. The Client Operations Specialist is a sales support role assisting field Client Managers with the development and closing of new business. Specialists complete the supporting functions related to outside sales such as generating price quotes, processing orders, assisting with client inquiries, problem solving and issue resolution. This individual may also interact directly with clients to provide pricing quotations and accept POs in the absence of the account manager. This crucial role interacts with manufacturing partners, internal business partners and outside clients in a fast- paced support atmosphere. The Client Operations Specialist supports the Account Manager gross margin objectives by allowing the Client Manager more time to be in the field with face to face meetings and by recommending the best pricing strategy within their client base. How you'll make an impact: * Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using SalesForce.com (CRM system). * Provide outstanding and enthusiastic client service and communication both by phone and email. Respond quickly and accurately to requests from inside resources as well as outside clients. * Prepare and submit accurate orders to purchasing. Help ensure deals are registered through partnership with the Deal Registration Desk. * Provide system reporting or analytics to the Client Manager, operations, and management upon request. * Multi-task ongoing activities from multiple people in a fast environment while producing accurate and timely new business quotations for products and services. * Develop and retain product and industry knowledge to be used to identify expertise. Commitment to developing knowledge and experience. * Provide historical pricing analysis to Client Manager upon request. * Act as liaison between Client Manager and operations/services organization. * Perform other duties as assigned. What we're looking for: * Associates Degree (A.A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience preferred. * 2 or more years of experience in Business-to-Business Sales/Client Services role required. * Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word and Excel. Internet navigation required. * 2 years of experience in technical or information technologies industry preferred. * Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred. * Ability to work in a sales partnership setting, where workflow is determined by incoming requests required. * Ability to build relationships and trust with internal and external partners/clients. * Ability to prioritize tasks to align with particular deadlines * Superior organizational skills, independent judgment and functional arithmetic skills. What you can expect from Optiv * A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups. * Work/life balance * Professional training resources * Creative problem-solving and the ability to tackle unique, complex projects * Volunteer Opportunities. "Optiv Chips In" encourages employees to volunteer and engage with their teams and communities. * The ability and technology necessary to productively work remotely/from home (where applicable) EEO Statement Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law. Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice. If you sign up to receive notifications of job postings, you may unsubscribe at any time.

can be hired remotely anywhere within the continental U.S._ The Client Operations Specialist is a sales support role assisting field Client Managers with the development and closing of new business. Specialists complete the supporting functions related to outside sales such as generating price quotes, processing orders, assisting with client inquiries, problem solving and issue resolution. This individual may also interact directly with clients to provide pricing quotations and accept POs in the absence of the account manager. This crucial role interacts with manufacturing partners, internal business partners and outside clients in a fast- paced support atmosphere. The Client Operations Specialist supports the Account Manager gross margin objectives by allowing the Client Manager more time to be in the field with face to face meetings and by recommending the best pricing strategy within their client base. **How you'll make an impact:** + Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using SalesForce.com (CRM system). + Provide outstanding and enthusiastic client service and communication both by phone and email. Respond quickly and accurately to requests from inside resources as well as outside clients. + Prepare and submit accurate orders to purchasing. Help ensure deals are registered through partnership with the Deal Registration Desk. + Provide system reporting or analytics to the Client Manager, operations, and management upon request. + Multi-task ongoing activities from multiple people in a fast environment while producing accurate and timely new business quotations for products and services. + Develop and retain product and industry knowledge to be used to identify expertise. Commitment to developing knowledge and experience. + Provide historical pricing analysis to Client Manager upon request. + Act as liaison between Client Manager and operations/services organization. + Perform other duties as assigned. **What we're looking for:** + Associates Degree (A.A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience preferred. + 2 or more years of experience in Business-to-Business Sales/Client Services role required. + Intermediate level experience with Microsoft Office; Specifically Microsoft Outlook, Word and Excel. Internet navigation required. + 2 years of experience in technical or information technologies industry preferred. + Prior experience in Client Relationship Management software (CRM) required. Salesforce.com experience preferred. + Ability to work in a sales partnership setting, where workflow is determined by incoming requests required. + Ability to build relationships and trust with internal and external partners/clients. + Ability to prioritize tasks to align with particular deadlines + Superior organizational skills, independent judgment and functional arithmetic skills. **What you can expect from Optiv** + A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups (************************************************ . + Work/life balance + Professional training resources + Creative problem-solving and the ability to tackle unique, complex projects + Volunteer Opportunities. "Optiv Chips In" encourages employees to volunteer and engage with their teams and communities. + The ability and technology necessary to productively work remotely/from home (where applicable) **EEO Statement** Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law. Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice (************************************************** . If you sign up to receive notifications of job postings, you may unsubscribe at any time.

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Construction Operations Specialist is responsible for ensuring that customer service is provided to all internal and external parties and quality loans are generated. This position is responsible for the origination and processing of construction loans and serves as the first point of contact for the construction loan officer and construction processing team for loan level questions and escalations. The Construction Operations Specialist manages a pipeline of active loans. Job Responsibilities: Act as a liaison between sales and operations for construction loans by answering questions and handling loan level escalations. Follow standard operating procedures, job aids, and resources when providing loan support. Monitor an active pipeline of loans, ensuring customer service is provided. Ensure disclosures are issued timely and accurately to borrowers on construction loans by utilizing company compliance reminders and tools. Communicate progress with department managers and senior leadership team; summarize project information and establish business needs and concepts. Create and monitor various reports to ensure pipeline management as needed. Qualifications and Skills: Bachelor's degree or equivalent combination of education/experience, preferred. 5+ years' experience in mortgages. Knowledge of all agency guidelines. Knowledge of compliance and disclosure requirements. Encompass LOS experience, a plus. Excellent organization, prioritization, and time management skills. Excellent conflict management and negotiation skills. Proficient in Microsoft Office suite (Word, Excel and Outlook). This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: $23.00 - $25.00 The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

Do you love tinkering with tech, troubleshooting on the fly, and making systems run smoother than a well-oiled machine? Then it's time to join Western Union as a Regional Operations Specialist! Western Union powers your pursuit. As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business software to keeping our Agents operating top-notch, you'll ensure everything runs like clockwork, with a dash of innovation and urgency. Role Responsibilities As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business applications, products and services to making sure to protect the business on a day to day. Tech Operations Master: Keep our business tools (WUPOS, Prepaid, Peripherals etc.) running like a dream, ensuring our sales team stay productive and happy. Data & System analytics support by observing trends when implementing new tech and products/solutions. Tech Support Hero: Solve day-to-day technical hiccups, whether it's software woes or hardware failures. Front-End Fun: Help with basic hardware and system troubleshooting. Role Requirements Bachelor's degree and/or equivalent job experience are acceptable. Tech-Savvy: You're great with IT systems, cloud solutions, networking, and web hosting. Software Wizard: You know your way around business tools like Power BI, ARC+, Snowflake, ServiceNow, SPLUNK and you can troubleshoot without breaking a sweat. Customer service skills: You work well with clients and have great communication skills. Quick Study: New tech doesn't intimidate you. You love learning and mastering new tools. Bilingual in English and Spanish highly preferred. Fluency in English is required. Bilingual/bi-cultural experience is highly desired. Travel anticipated approximately 20-30%. Valid Driver's License and a reliable vehicle are required as this position requires regular travel within a defined territory. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company - transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $65,000 - 80,000 USD per year. Total on target compensation includes a base salary and short-term incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the below benefits specific to your location and note that your recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your US specific benefits include: Flexible Time off Medical, Dental and Life Insurance Parental Leave Global Adoption Assistance 401K plan Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate. Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three days a week. For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-RM1 Estimated Job Posting End Date: 01-30-2026 This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.

Do you love tinkering with tech, troubleshooting on the fly, and making systems run smoother than a well-oiled machine? Then it's time to join Western Union as a Regional Operations Specialist! Western Union powers your pursuit. As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business software to keeping our Agents operating top-notch, you'll ensure everything runs like clockwork, with a dash of innovation and urgency. Role Responsibilities As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business applications, products and services to making sure to protect the business on a day to day. Tech Operations Master: Keep our business tools (WUPOS, Prepaid, Peripherals etc.) running like a dream, ensuring our sales team stay productive and happy. Data & System analytics support by observing trends when implementing new tech and products/solutions. Tech Support Hero: Solve day-to-day technical hiccups, whether it's software woes or hardware failures. Front-End Fun: Help with basic hardware and system troubleshooting. Role Requirements Bachelor's degree and/or equivalent job experience are acceptable. Tech-Savvy: You're great with IT systems, cloud solutions, networking, and web hosting. Software Wizard: You know your way around business tools like Power BI, ARC+, Snowflake, ServiceNow, SPLUNK and you can troubleshoot without breaking a sweat. Customer service skills: You work well with clients and have great communication skills. Quick Study: New tech doesn't intimidate you. You love learning and mastering new tools. Bilingual in English and Spanish highly preferred. Fluency in English is required. Bilingual/bi-cultural experience is highly desired. Travel anticipated approximately 20-30%. Valid Driver's License and a reliable vehicle are required as this position requires regular travel within a defined territory. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company - transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $65,000 - 80,000 USD per year. Total on target compensation includes a base salary and short-term incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the below benefits specific to your location and note that your recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your US specific benefits include: Flexible Time off Medical, Dental and Life Insurance Parental Leave Global Adoption Assistance 401K plan Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate. Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three days a week. For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-RM1 Estimated Job Posting End Date: 01-30-2026 This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.

As a Regional Operations Specialist I (ROS I), you will have the opportunity to work as part of a collaborative team responsible for supporting our network of advisors in all things related to servicing client accounts. The ROS I will work with advisors, custodian partners as well as internal team members to accomplish a wide range of tasks such as opening new accounts, updating existing accounts, moving client funds from one custodian to another or distributing assets to clients as needed and in a timely manner. Flexibility is a key part of this role; a ROS I may be required to switch gears throughout the day to help our Regional Managers meet service level agreements, particularly during periods of high-volume spikes. The hours are Monday through Friday from 8:30 a.m. to 5:00 p.m. 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 days per week, or as assigned by their team leader. Primary Responsibilities Have proficiency in one specialization Adjust focus as required to provide support to your team. Have a fundamental working knowledge in systems and platforms, like Salesforce, Outlook, and custodian websites Utilize effective communication skills with both internal and external partners Provide Regional Operations phone support Provide support and problem resolution to Advisors and internal teams as it pertains to new accounts, account maintenance, transfers or cashiering Maintain a high standard of quality control for all incoming requests Liaise with custodian partners and Advisors to successfully process requests Review requests for clarity and /or omissions prior to submission to our custodian partners Research and resolve issues with advisors, custodial partners, and internal teams to obtain the best possible outcome Remain current on trends and policy changes required by custodians due to regulatory updates Helps maintain accounts on the Envestnet and Orion platforms Overtime may be required, specifically around high-volume times such as the end of a quarter and tax season. Qualifications Bachelor's degree in related field and 1+ years of operations/client service experience; OR High School Diploma and 5+ years of working in financial services or related field. Experience working with Charles Schwab, Fidelity, or Pershing preferred Knowledge of CRM systems, preferably Salesforce The annualized base pay range for this role is expected to be $50,000 - $52,000/year. 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. #LI-KP1 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.

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Construction Operations Specialist is responsible for ensuring that customer service is provided to all internal and external parties and quality loans are generated. This position is responsible for the origination and processing of construction loans and serves as the first point of contact for the construction loan officer and construction processing team for loan level questions and escalations. The Construction Operations Specialist manages a pipeline of active loans. Job Responsibilities: Act as a liaison between sales and operations for construction loans by answering questions and handling loan level escalations. Follow standard operating procedures, job aids, and resources when providing loan support. Monitor an active pipeline of loans, ensuring customer service is provided. Ensure disclosures are issued timely and accurately to borrowers on construction loans by utilizing company compliance reminders and tools. Communicate progress with department managers and senior leadership team; summarize project information and establish business needs and concepts. Create and monitor various reports to ensure pipeline management as needed. Qualifications and Skills: Bachelor's degree or equivalent combination of education/experience, preferred. 5+ years' experience in mortgages. Knowledge of all agency guidelines. Knowledge of compliance and disclosure requirements. Encompass LOS experience, a plus. Excellent organization, prioritization, and time management skills. Excellent conflict management and negotiation skills. Proficient in Microsoft Office suite (Word, Excel and Outlook). This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: $23.00 - $25.00 The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Pharma/Medical Expertise into Financial Services! Build Direct Client Relationships: Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman. Make a Meaningful Impact: Use your expertise to help individuals navigate critical life stageswhether its planning for college, retirement, or medical expenseswhile positively impacting their lives. Unlimited Growth Potential: With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career. A Rewarding Career Path: Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tanner Hahn - Financial Representative How long with NM? Since August 2020. Previous experience? Banking and retail. Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports, Elijah Holmes - Financial Representative How long with NM? Less than 1 year. Previous experience? Pre-college advisor for a college prep program. Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner. William Jordan - Financial Advisor How long with NM? 7 years. Previous experience? Intern at NM and pizza delivery driver during college. Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville. Sandy Botcher - Managing Partner How long with NM? 24 years. Previous experience? Junior high teacher and litigation attorney. Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning. Michael Ciske - Financial Representative How long with NM? Started September, 2023. Previous experience? Army medic for 16+ years and office manager at a dental office. Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games. Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Key Responsibilities of a Financial Advisor: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Experience: Previous experience in financial services or insurance is not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). About Us: At Northwestern Mutual of Greater Madison, we are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alexs Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, wed love to meet with you! Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.