Investment Management Governance Office Business Analyst
Remote or New York, NY job
WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs.
WHAT WILL YOU DO?
Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues.
Analyze, evaluate and periodically review current risk management practices relating to RNDIP activities across the organization, including activities at network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices.
Monitor activities of the network affiliates for adherence to CNB's networking agreements and RNDIP policies and procedures
Analyze and evaluate RNDIP data (e.g. Network Affiliate Continuous Monitoring Questionnaires, RNDIP sales activity dashboards, monthly reconciliation of RNDIP referral activity to systems of record, etc.), and provide insight to the practical impacts/implications to the impacted business line and/or Network Affiliate.
Support development of reporting associated with RNDIP activities to appropriate governance committees.
Track completion of required training for RNDIP programs across LOBs.
Support execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary.
Support audit and examination activities.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
Bachelor's Degree
Minimum 3 years within or related to financial services
Additional Qualifications
3+ years in a role requiring complex problem solving
Investment product knowledge preferred
Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources
Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses
Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results.
Proficiency with MS Excel and PowerPoint
Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities.
An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams
Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional
Operate well under stress, even faced with tight timelines for ambitious deliverables
Excellent relationship and stakeholder management skills
Be able to handle uncertainty well, and are able to simplify complexity
WHAT'S IN IT FOR YOU?
Compensation Starting base salary: $37.96 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks .
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us .
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Summer Associate Internship (Marketing Communication Specialist)
Vienna, VA job
The Marketing Communications team, known as the Writing Team, is responsible for writing all member-facing copy on all Navy Federal channels. We partner with the Design Team, the Brand & Product Marketing team and others across Marketing to create copy solutions that support Marketing and Credit Union goals. This is a Marketing Copywriting position. The Summer Associate will craft compelling marketing copy for a variety of channels including email, digital signage, digital banner ads, print ads, social media and landing pages.
The Summer Associate will have the opportunity to draft compelling copy for all Navy Federal channels, including: emails, social media, and web. Support campaign execution and participate in Agile Marketing Value Streams. Work with a team of writers and designers to collaborate on effective, creative ways to reach members through copy. Support departmentwide Marketing campaigns (ex: Veterans Day, Holiday Product Support) with creative copy solutions. Support all products and services and help tell the brand story.
The Summer Associate Program is a 12-week internship program beginning in May 2026 and ending in August 2026. Students will work on impactful projects and meaningful work during their internship. To qualify for this position, applicants must be currently pursuing a degree from an accredited college or university and have an anticipated graduation date of December 2026 or later. At the end of the internship, the student will have created portfolio-worthy copy used to promote products and services for the world's largest credit union.
Responsibilities
Develop engaging, persuasive, and brand-aligned marketing copy for diverse channels, including email, web, social media, print, and digital advertising.
Collaborate closely with designers, strategists, and marketing partners to conceptualize and execute impactful campaigns that elevate member engagement.
Translate complex product details and campaign strategies into accessible, clear, and memorable communication pieces tailored to a variety of audiences.
Support the execution of high-visibility marketing campaigns by contributing fresh creative ideas and ensuring consistency of voice and messaging across all touchpoints.
Revise and refine copy based on stakeholder feedback, campaign results, and data-driven insights to continuously improve effectiveness and member resonance.
Acquire and maintain a thorough understanding of Navy Federal products, brand personality, tone and voice, Marketing goals and business objectives
Keep current with industry standards, competitors' practices, regulatory and copyright considerations and remain up to date on market trends and communications best practices to enhance creativity of product marketing communications
Analyze quality of work through review of marketing summaries/metrics to determine if copy materials/methodologies were effective, produced the desired results, or need to be changed
Participate, facilitate and/or implement marketing initiatives across all channels, by conceptualizing and translating information into understandable copy and content
Learn and implement industry best practices for readability, compliance with ADA standards and success metrics
Tailor all communications by channel and according to strategy
Ensure communications are appropriate to targeted audience
Perform other related duties as assigned
Qualifications
Must be pursuing an undergraduate or graduate degree in English, Communications, Journalism, Marketing or a related field.
Course work or interest in English, Journalism and Creative Writing
Experience in copywriting, communications, editing, and proofreading; knowledge of AP Style
Ability to meet deadlines, work independently and as a member of a team to achieve project goals
General understanding of legal and compliance requirements for advertising
Experience with word processing and editorial applications software
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
• Fortune 100 Best Companies to Work For 2025
• Yello and WayUp Top 100 Internship Programs
• Computerworld Best Places to Work in IT
• Newsweek Most Loved Workplaces
• Fortune Best Workplaces for Women ™ 2024
• 2025 PEOPLE Companies That Care
• Newsweek Most Trustworthy Companies in America
• Military Times 2024 Best for Vets Employers
• Best Companies for Latinos to Work for 2025
• Forbes 2025 America's Best Large Employers
• Forbes 2025 America's Best Employers for New Grads
• Forbes 2025 America's Best Employers for Tech Workers
• 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
• Military.com Top Military Spouse Employers 2025
• 2025 Handshake Early Talent Award
From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.
Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Principal Systems Analyst
Remote or Merrimack, NH job
The Role
Join Fidelity Investments as a Principal Systems Analyst and be part of an ambitious team dedicated to revolutionizing our digital platform! This opportunity allows you to drive the transformation of our Brokerage Operations Workstation into an innovative, user-friendly digital experience. As a Principal Systems Analyst on the team, you will be expected to quickly gain understanding of all the components of our applications and will work with the team to deliver best in class customer experience solutions.
Ideal candidates are strategic problem solvers with a passion for user-centric design and demonstrated analytical abilities. Your role will be critical in improving operational efficiency and decision-making through modern, coordinated solutions.
The Expertise and Skills You Bring
Strong understanding of financial or brokerage industry
Ability to design systems that support Brokerage Operations processing
Mapping and improving workflows in trading, settlement, straight-through processing (STP) and reconciliations
Familiarity with trade lifecycle, clearing and custodian systems
Awareness of regulations, compliance workflows and audit trails
Programming Languages: Proficiency in SQL, Python or Scripting
Advanced Data Analytics: Ability to interpret large datasets and extract insights
Business Process Modeling: Skills in analyzing and improving workflow
Systems Integration: Understanding in APIs/Swagger Contracts
Key responsibilities for this role:
Lead in-depth analysis of Swagger contracts and API specifications to ensure alignment with strategic business objectives, identifying integration opportunities and documentation gaps across platforms.
Partner with cross-functional teams including product leadership, UX design, engineering, and business stakeholders to define and refine user and business requirements for digital transformation initiatives.
Conduct advanced workflow and process analysis, identifying inefficiencies and opportunities for automation and modernization, particularly in legacy systems such as mainframe environments.
Translate business logic and legacy data structures into future-state digital experience requirements, ensuring scalability, usability, and automation readiness.
Drive the development of high-quality solution requirements, user stories, and functional specifications for complex software systems, ensuring traceability to business goals.
Provide strategic insights through data analysis, leveraging SQL and relational database expertise to inform decision-making and measure modernization impact.
Mentor junior analysts and contribute to the development of analytical standards and best practice across the team.
Collaborate with architecture and engineering teams to ensure API and integration strategies align with enterprise architecture and security standards.
The Expertise and Skills You Bring
Bachelor's degree with 10+ years of experience as a systems analyst, business analyst, or similar role in a digital or operational transformation environment.
Ability to translate technical requirements and operational processes into intuitive, actionable product requirements; Proven understanding of operations workflows and processes, preferably in financial services or other regulated industries.
Experience working on projects related to legacy system modernization (e.g., mainframe to cloud, UI/UX redesign, data integration)
Effective communicator with customer engagement and storytelling skills; Conveys digital strategy and impact using data and visualizations.
Demonstrated experience informing product strategy and delivery, including opportunity identification, solution design, and working with technology teams for delivery.
Experienced in agile development methodologies and collaborating with multifaceted product teams, engineering teams, and business collaborators; Proficient with tools such as JIRA, JIRA Align, Confluence, Miro, Figma, Tableau, or other analytics and product planning tools.
The Team
Our mission is to reduce manual processes and risk while improving efficiency and flexibility across the organization.
We design world-class digital experiences at scale by:
Applying deep research and industry insights
Crafting product strategy in alignment with business goals
Driving implementation across associate and client-facing platforms
Our team supports Fidelity's growth by enabling straight-through processes and improving the digital operating model.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
Certifications:Category:Information Technology
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Portfolio Manager Senior (Bank)
Chesapeake, VA job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a Bank Portfolio Manager Senior, you will be responsible for supporting the Bank portfolio and ensuring compliance with applicable policies, procedures, standards, controls, and regulations. You will play a critical role in aligning the portfolio with strategic objectives, driving effective prioritization, planning, and benefits realization through collaboration with executive stakeholders. A core responsibility is Bank Portfolio Analytics: performing advanced data analysis to identify key trends and insights within the portfolio. You will develop and deliver tailored presentations to the Bank leadership team, providing clear and concise reports on portfolio health and performance, influencing data-driven decision-making, and ensuring the integrity, accuracy, and protection of data presented to both Bank Leadership and the Bank Board. Lastly, you will support technology investment planning and coordinate with Project/Program Managers on budget inputs and updates.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Chesapeake, VA, Charlotte, NC or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
Monitors, governs and is accountable for low to moderately complex company or line of business portfolios.
Completes governance routines per the Enterprise Program Management Office (EPMO) Policy, Standards and Procedures.
Monitors a low to moderately complex portfolio on an ongoing basis, to resolve issues and disseminate information to stakeholders.
Facilitates the identification, management, and resolution of systemic cross-work risks / issues and interdependency conflicts for work effort(s) / program deliverables and informs portfolio team and stakeholders as needed.
Leverages analytics to research and identify Financial Management risks and recommends solutions to address opportunities; may escalate to their respective Portfolio Management Office (PMO) or leadership team as needed.
Monitors for stale work efforts and need for resolution, including termination proposal if applicable.
Supports development and execution of company planning in partnership with Enterprise Integrated Planning (EIP) and their respective PMO.
Monitors and makes prioritization recommendations to their senior leadership and their respective PMO to ensure portfolio alignment and delivery against strategic priorities as needed.
Communicates portfolio statuses and changes regularly with executive sponsors, program sponsors, business owners, and additional stakeholders as required.
Reviews health and performance of portfolio regularly, monitors portfolio success via recognized methodologies, and identifies performance improvement opportunities, providing updates to leader and stakeholders.
Drives the adoption and sustainment of changes within the organization in compliance with USAA's Change Management methodology.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of progressive project, program, or portfolio management experience to include process improvement and/or consulting for large strategic efforts.
Proficient understanding of project, program, and portfolio management principles.
Working knowledge in the full lifecycle experience managing strategic and operational work efforts.
Experience with portfolio management and execution experience delivering complex work efforts working with Waterfall and Agile methodologies.
Currently possess at least one of the following: Certified Project Manager (CPM), Lean Portfolio Management Certification, Project Management Professional (PMP), or gains one within 6 months of placement.
Proficient experience in change management methodology or similar industry change management methodology.
What sets you apart:
Demonstrated ability to effectively communicate with and present to executive leadership.
Minimum of 2 years of hands-on experience in data analysis, extraction, and reporting.
2-years' experience developing automated data reports and interactive dashboards using Tableau.
Minimum of 2 years of practical experience utilizing data analytics tools such as Microsoft Excel, SQL, and Power Apps. Experience with Snowflake, SAS, and Adobe Analytics is a plus.
Highly proficient in Microsoft PowerPoint for creating and delivering clear, concise, and data-driven presentations.
Compensation range: The salary range for this position is: $114,080 - $218,030.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyAssociate General Counsel- Single Family Real Estate
McLean, VA job
The Single-Family Real Estate Department in the Freddie Mac Legal Division is seeking a collaborative, team focused attorney to join its legal staff as Associate General Counsel.
In this role, you will support the single-family mortgage acquisition activities of Freddie Mac, including contract negotiations and drafting, written communications to the industry, internal and external training activities and communications, quality control matters, and new initiatives involving underwriting and purchasing single-family mortgages.
Our Impact:
Attorneys in the Single-Family Real Estate Department of Freddie Mac's Legal Division are key advisors to our business colleagues in the development and implementation of internal policies that support affordable and sustainable housing.
Your Impact:
The Legal Division is committed to providing quality and timely advice and representation responsive to client needs on a variety of matters affecting Freddie Mac. As Counsel in the Single-Family Real Estate Department, you will:
Advise internal clients on mortgage eligibility, credit policies and the Freddie Mac Single-Family Seller/Servicer Guide (the “Guide”) matters, including lender eligibility; mortgage purchases; mortgage loan documents and forms; representations, warranties, covenants and remedies relating to loans purchased by and serviced for Freddie Mac; and proprietary initiatives and systems
Draft contract provisions for the purchase of mortgage loans, including credit underwriting terms and pricing structures
Participate in the development and drafting of innovative and legally complex initiatives and credit policies relating to underwriting mortgage loans; amend and update the Guide; review and edit external communications and training materials relating to new products, policies and systems
Collaborate with Freddie Mac's conservator/regulator on matters relating to mortgage purchase eligibility
Advise internal clients on matters requiring approval by or consultation with Freddie Mac's conservator/regulator
Qualifications:
Juris Doctor (JD) degree; membership in good standing in a state Bar
10+ years' experience, preferable in real estate law and mortgage law
Strong interpersonal skills and ability to work collaboratively
Keys to Success in this Role:
Intellectual curiosity and enthusiasm
Team focus with an ability to build and maintain strong collaborative and positive relationships with colleagues, clients, and our conservator/regulator
Superior analytical, strategic, legal research, oral and written communications and advocacy skills
Ability to effectively handle numerous issues across multiple areas and to set priorities independently
Ability to adapt to change gracefully and shift priorities with ease
Current Freddie Mac employees please apply through the internal career site.
We consider all applicants for all positions without regard to gender, race, color, religion, national origin, age, marital status, veteran status, sexual orientation, gender identity/expression, physical and mental disability, pregnancy, ethnicity, genetic information or any other protected categories under applicable federal, state or local laws. We will ensure that individuals are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
A safe and secure environment is critical to Freddie Mac's business. This includes employee commitment to our acceptable use policy, applying a vigilance-first approach to work, supporting regulatory mandates, and using best practices to protect Freddie Mac from potential threats and risk. Employees exercise this responsibility by executing against policies and procedures and adhering to privacy & security obligations as required via training programs.
CA Applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit ****************** and register with our referral code: MAC.
Freddie Mac offers a comprehensive total rewards package to include competitive compensation and market-leading benefit programs. Information on these benefit programs is available on our Careers site.
#J-18808-Ljbffr
Mortgage Operations Specialist
Remote or Waynesburg, PA job
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.
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
About Us: 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.
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 to [Insert Application Link or Email].
The Lending Group CO is an equal opportunity employer committed to diversity and inclusion.
#WHRE2
Compensation details: 75000-105000 Yearly Salary
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Easy ApplyClient Relations Specialist
Richmond, VA job
CapCenter is seeking a Client Relations Specialist to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a
client-centric philosophy.
This is a high growth role that we actively promote into operations and sales opportunities.
In the Client Relations Specialist role, you'll be the initial point of contact for CapCenter prospects who are considering CapCenter's suite of services. Client Relations Specialist respond to inbound inquiries to quickly and accurately identify which leads are qualified CapCenter prospects. Client Relations Specialists understand each inquiry's unique situation and financial goals, so that the most appropriate business unit can help them to the finish line.
Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter.
You will
In your first 30 days, you will:
Secure an NMLS license (we'll sponsor it!)
Become a subject matter expert on our multiple service lines
Complete our introductory Consultative Sales training course
Get hands-on training in our CRM
In your first 90 days, you will:
Convert sales qualified leads to our Refi, Purchase, and Real Estate teams.
Get exposure to our different lead channels and learn how to best drive quality business
Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching
Complete a self-assessment to build a blueprint for career progression at CapCenter
You are
A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems.
A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively.
Self-aware: you're looking for an opportunity to develop your strengths and weaknesses
Driven to help others: you want to do good
Ambitious: you want to do well
A college graduate with a bachelor's degree
We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems.
You'll get
NMLS Certification
Competitive salary, variable pay & annual bonus
401k (with matching!), health, dental, & vision
Training to learn the home-ownership experience back to front.
To participate in cross-functional collaboration that fosters lateral and vertical career growth
The opportunity to help people through one of the most stressful and important transactions of their lives.
Our culture is growth oriented. Past Client Relations Specialists have been promoted into sales, operations, team lead, and market management roles.
Remote Equity Trader Position
Remote or Los Angeles, CA job
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplySr. Audit Manager- Enterprise Risk Management
Remote or Los Angeles, CA job
WHAT IS THE OPPORTUNITY? The Sr. Audit Manager position is a leadership role as an auditor-in-charge to guide a team of auditors to assess risks, develop detail audit programs, identify data analytic opportunities, execute audit programs, analyze results of testing performed, and effectively communicate audit results to the Director and senior management in meetings, presentations, and/or written reports and memorandums. Additionally, the position is responsible for maintaining and executing continuous monitoring program in accordance with audit methodology and taking into consideration industry development, emerging risks, and regulatory changes and expectations.
Audit coverage focuses on the 2LOD Enterprise Risk Management function and includes coverage of critical risk programs such as Risk Governance Framework, Risk Appetite, Issue Management, Policy and Management Committee Governance, Culture and Conduct Risk, Strategic Risk and Reputation Risk. Experience auditing against OCC Heightened Standard's requirements is preferred.
What you will do
Assists with the development of audit budget estimates for respective area of focus.
Assists with the development of the annual risk assessment and audit plan
Leads and performs continuous monitoring activities periodically for the area assigned
Maintains ongoing relationships with management of auditable units
Tracks and manages audit resources to meet the audit budget and audit plan mandates.
Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
Completes all required training.
Acts as a role model/mentor to lower level Auditors
Enhances and maintains morale of the audit staff
Performs on-the-job training of lower level auditors
Evaluates and provides performance feedback to lower level auditors
Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance
Participates in interviews and evaluations of new applicants.
Keeps informed of new services, products and events that have a significant business and technology affect.
Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned.
Must-Have
Bachelor's Degree or equivalent
Minimum of 7 years of audit experience
CPA - Certified Public Accountant CPA, CIA, CISA, or CFA
Skills and Knowledge
Must possess strong managerial, organizational, and verbal and written communication skills.
Compensation
Starting base salary: $99,000- $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks .
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami. In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.
City National Bank does business in Miami and the state of Florida as CN Bank.
For more information about City National, visit .
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at . These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Compliance Analyst
Remote or New York, NY job
WHAT IS THE OPPORTUNITY?
The Compliance Analyst will be responsible for monitoring, oversight and independent review and assessment of the Compliance framework for the Division. Ensure processes are in place for the appropriate oversight, tracking and reporting of compliance program risks that includes an internal control structure, new products, training, regulatory change management, risk assessments, issues management, and monitoring and reporting.
Compliance Risk Management Division
This is a great opportunity to grow your career with a stable and expanding organization as a member of City National's Compliance Risk Management team. The focus is on ensuring business activities remain safe, compliant and well-positioned for future opportunity and sustainable growth.
What you will do
Assist in the development, administration, and monitoring of programs that ensure the bank's compliance with laws, regulations, and rules
Evaluate the effectiveness of existing processes and recommend new processes that most effectively anticipate, manage, and reduce risk to the business.
Assist in Risk Assessment to identify compliance risk exposure and help the organization prioritize compliance risks.
Supports the timely and effective resolution of complex issues identified through monitoring and testing.
Develop and communicate recommendations that support adherence to regulations, industry best practices and internal risk programs
Partners with other business units on complex compliance matters.
Maintain subject matter expertise and understanding of the laws, rules and regulations with which the business must comply and an awareness of issues of recent regulatory focus.
Escalate and measure compliance risk issues to leadership and the lines of business, as well as the 1st and 2nd Lines of Defense, as necessary.
Assess compliance issues presented through complex new/revised product and service offerings and work closely with senior leaders of business units to plan a response.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Maintain CNB internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Must-Have
Bachelor's Degree or equivalent experience
Minimum 4 years of banking experience
Minimum 3 years of risk management or compliance experience
Minimum 3 years of Advanced level experience in Microsoft Office skills, including Word, Excel, Access and PowerPoint
Skills and Knowledge
Knowledge of 12 CFR 9 and Delaware Title 12 is highly desirable
Demonstrated experience with regulations impacting consumer banking and/or business unit functions preferred.
Demonstrated strong and sound decision making abilities about compliance risks and recommended corrective action.
Ability to work well in a time-sensitive environment and handle a variety of matters or projects simultaneously.
Proficiency in analyzing diverse business functions and processes to identify key risks and demonstrated success with implementing control improvement recommendations.
Ability to interact with federal regulatory agencies.
Proficiency of Microsoft Office applications such as Excel, Access, Word and PowerPoint. Tableau experience preferred
Excellent organizational and analytical skills.
Ability to communicate clearly and professionally with all levels of an organization.
Excellent written and verbal communications skills.
Effective interpersonal skills.
Proficiency in multi-tasking and prioritizing projects.
Excellent time management skills and be accustomed to working with deadlines.
Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs.
For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM).
For Wealth Management Compliance roles, experience with a financial institution such as a broker/dealer and/or registered investment adviser.
For Wealth Management Compliance roles, experience working within a Compliance Investment Management role.
Compensation
Starting base salary: $70,000 - $120,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks .
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'
ABOUT CITY NATIONAL
We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to be at the heart of our company today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Senior Trial Attorney Workers' Comp
Remote or San Francisco, CA job
If you're passionate about being part of a diverse organization that enables a Fortune 100 company to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide, “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.This position will report to our Newport Beach Trial Division office. This is a fully remote position. **The attorney will primarily cover NorCal venues. Workers' Compensation experience preferred.** No billable hours. 1:1 attorney/paralegal ratio.#LI-CP1** Summary** Nationwide Trial Division is a national team with approximately 40 offices through six regions across the United States. Our Senior Trial Attorneys are seasoned litigation attorneys with significant civil litigation experience in property and casualty insurance defense or subrogation. As a Senior Trial Attorney, you'll represent clients under both commercial and personal lines insurance policies independently as lead counsel, as well as be part of a larger team as needed. Caseloads are typically including a mix of cases varying in complexity, severity, product lines, and specialized concentrations, throughout all courts and agencies in the assigned jurisdiction(s). You'll be expected to maintain a highly productive case volume that reflects our collective commitment to innovative thinking, effective collaboration, embracing technology and a highly organized and proactive approach to case management.******Job Description******## **Key Responsibilities:*** Demonstrates the requisite trial advocacy skills independently as lead counsel, or as part of a team, demonstrates efficiency, proactive case management, work ethic, and work product quality to accurately and effectively handle all matters in accordance with Nationwide Trial Division (NTD) standard methodology guidelines, as well as claims and client expectations.* Requires minimal managerial oversight and guidance from the Managing Trial Attorney and NTD Leadership in all aspects of core duties and job responsibilities.* Adept at effectively utilizing technology and collaboratively working with support staff to ensure efficient case management and efficiency.* Demonstrates consistent awareness of changes to the law, technology, local rules and other procedural requirements, or other aspects of the legal and insurance industries likely to impact liability and recovery litigation strategies in the jurisdictions in which he/she practices.* Possesses and consistently performs with the subject matter expertise and trial advocacy skills required and specified for all NTD concentrations held. Demonstrates the ability and willingness to develop and learn additional or new NTD concentrations as may be required based on NTD business needs and as specified by NTD Leadership.* Provides factually, legally and analytically sound opinions consistently on case valuations that are promptly updated and timely communicated to the client and claims.* Independently establishes and maintains strong professional relationships with key associates within Office of the Chief Legal Officer and claims partners at the senior director level and below, as well as with colleagues within the legal and insurance industries within those jurisdictions and communities in which he/she practices.* Utilizes relationships to build and improve NTD's reputation and expand case referral opportunities within the enterprise.* Communicates in a highly effective manner, consistently and proactively identifying, understanding and meeting client, claims and internal NTD communication expectations (both written and verbal), as well as those commonly expected within the jurisdictions and communities in which he/she practices.* Serves as a mentor for junior attorneys and NTD staff providing guidance and training, as well as serving as role model in terms of engagement, coaching and feedback, efficiency, attitude and collaboration.May perform other responsibilities as assigned.**Reporting Relationships:** Reports to Managing Trial Attorney**Typical Skills and Experiences:****Education:** Juris Doctor degree from an accredited law school.**License/Certification/Designation:** Maintains an active license in the state in which the position is located.**Experience:** Typically, more than eight years of relevant civil litigation experience in property and casualty insurance defense or subrogation.**Knowledge, Abilities and Skills:** Has significant litigation experience in property and casualty insurance defense or subrogation. Engages in complex legal practices and procedures throughout all court and agencies in the assigned jurisdiction. Highly effective and professional written and verbal communication skills. Highly collaborative, capable to work with staff and other attorneys on-site and remotely, as well as serving as a role model and mentor to other associates within the office. Significant negotiation skills. Ability to process information efficiently and effectively. Excellent analytical and legal skills. Resourceful, creative problem solver. Computer savvy with a solid understanding of basic software and use of same. Capable of adapting to changes in the law and changes to technology in the law and court systems (e.g. electronic filings, etc.) Strong time management and organization skills. Decision making ability to set work priorities and make recommendations. Ability to initiate, prioritize and coordinate complex projects and cases. Leadership skills used in direct and/or indirect influencing such as motivating, problem solving, business strengthening and development with colleagues, clients and claims partners. Stays in sync with the private practice of law policy and the ethical rules of the state where the position is located. Must also acknowledge and follow all corporate and NTD policies and procedures.Other criteria, including leadership skills, competencies and experiences may take precedence.Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner.**Values:** Regularly and consistently demonstrates the Nationwide values.**Job Conditions:****Overtime Eligibility:** Not Eligible (Exempt)**Working Conditions:** Generally, a normal office environment, but depending on the needs of the office the position may be staffed working from home. Frequent travel. Occasional overnight travel. Extended hours are often necessary to meet the demands of the profession. Must have a valid driver's license with satisfactory driving record in accordance with Nationwide standards.**ADA:** The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.**Credit/Background Check:** Due to the fiduciary accountabilities of this job, a valid credit check and/or background which will be required as part of the selection process.**Benefits**We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, .Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords
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Commercial Relationship Manager
Washington, DC job
WHO WE ARE
City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA.
ROLE SUMMARY
The Relationship Manager (RM) is primarily responsible for soliciting new business and managing customer relationships of small businesses and not-for-profit organizations (including churches and charter schools, among others). These activities generally include loans for working capital, expansion, and the acquisition or renovation of nonresidential owner-occupied real estate. In addition, the RM is responsible for soliciting new business and managing relationships of the bank's commercial real estate customers (investors and developers) and prospects including office, retail, shopping strips, warehouse, industrial, facilities and land development, primarily for investment purposes. These lending activities generally include loans for acquisition, new construction, renovation, and refinancing. The position reports to the Commercial Banking Team Leader.
The RM will develop business geared toward growth in new customer relationships, strengthening and expanding existing customer relationships, increasing profitability, and elevating the Bank's reputation in the marketplace. The RM is responsible for all phases of loan and deposit production, including lead generation, closing, and relationship management. The RM is an officer of the Bank, participating and presenting loans for approval in the Mangers' Loan Committee (MLC) and Directors' Loan Committee (DLC) of the Bank, as well as other staff meetings as required.
While the duties and responsibilities associated with underwriting and loan administration will reside principally with the Credit staff, RMs will remain accountable for the credit quality of their relationships, including but not limited to adherence to Loan and Credit policies and procedures, and other bank policies and procedures as they relate to his/her loan portfolio.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Business Development
Develop new - and expand existing - commercial loan and deposit relationships through targeted calling and community relations work, consistent with the Bank's risk and return parameters. RM will cross sell other Bank services, when possible, also consistent with the Bank's risk and return parameters.
Maintain a targeted calling program focused on expanding current business and attracting new business to the Bank. Attendant to this calling program, the RM will:
Develop and deliver status reports to the ECRE (Eastern Commercial Regional Executive) and management staff on a regular basis.
Research and establish target markets and mine existing portfolio to better understand current product/services used and increase wallet share.
Provide support to the ECRE, other RMs, senior management, and the Credit staff through joint calls, training and shared market intelligence.
Recommend new products and services to generate fee, contract, and services revenue.
Recommend new traditional and non-traditional products and services which the market is seeking, including non-traditional community development services such as financial literacy training, counseling, and technical assistance.
Establish and maintain relationships with industry influencers and key community and strategic partners. Where appropriate, directly joins local business and community organizations as a representative of the Bank or recommends other bank employees for involvement or membership. Participates in the community outreach process, and actively participates in key community organizations, meetings, and events.
Attend various promotional events including, but not limited to, trade shows, business seminars, receptions, etc. to ensure an increase in the overall customer base and the retention of existing customers.
Customer Relationship Management
Support the ECRE in providing “best in class” ongoing services to existing customers. Assist the Credit staff in providing follow up on Annual Reviews of customer relationships, and in ensuring the timely renewal or resolution of expiring/expired loans, covenant compliance, and documentary requirements.
Loan and Credit Administration
Accountable for a loan portfolio consistent with the Bank's credit policies, underwriting guidelines, and procedures, and its mission. Reviews loan write-ups to ensure consistent presentation of information, monitors risk ratings and assures they are kept current and accurate, assists in the review of problem loans, and assists the collection/workout process when needed to ensure the best possible outcome and recovery for the Bank.
Accountable for adherence to Bank policies and procedures; particularly - but not limited to - Loan and Credit policies and procedures, laws, rules, and regulations. Take initiative to comply with legal requirements, audit, regulatory, and internal compliance guidelines. Responds quickly to correct regulatory, audit and compliance deficiencies. Adheres to Bank's Code of Ethics.
Requirements
EDUCATION & EXPERIENCE
Required Education/Experience:
Bachelor's Degree in finance, accounting or business required or 3 additional years of experience in commercial credit analysis and commercial underwriting
3+ years of portfolio management and commercial underwriting experience
3+ years of proven sales record in meeting or exceeding goals in commercial lending
Formal or in-house credit training; counts toward one year of experience
Preferred Education/Experience:
Supervision of a team or in a leadership role
CERTIFICATIONS
Not applicable
KNOWLEDGE, SKILLS, AND ABILITIES
Required Knowledge & Skills:
Proven sales and business development skills
Excellent oral, written and interpersonal communication skills with the ability to carry out instructions. Instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to clients, customers, and employees.
Knowledge and training in all lending activities
Knowledge of commercial, and commercial real estate loan processing
Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures
Knowledge of related state and federal lending and compliance regulations and other Bank lending policies.
Basic skills in personal computer operation, word processing and spreadsheet software.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Ability to work without supervision while performing duties
Critical and creative thinking
Negotiation skills; diplomacy
Maintenance of fast pace
Excellent organizational and time management skills
Excellent leadership skills
Excellent training skills
Excellent time management skills
Salary Description $123,241 - $156,419, annually
Financial Advisor
Springfield, VA job
This job posting is anticipated to remain open for 30 days, from 27-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program .
Salary for the first five years as you begin to build your practice
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page .
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report .
Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
SQL Developer II (Washington, DC On-Site)
Washington, DC job
WHO WE ARE
City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA.
ROLE SUMMARY
The position of the SQL Developer II is responsible for designing, developing and maintaining business intelligence solutions; creating and maintaining key organizational reports and data models and supporting the organizations growing analytical needs. The SQL Developer II is also responsible for ensuring high levels of availability through support functions and in-depth testing.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Translate business needs into technical specifications in order to develop and implement robust, automated solutions for extracting, transforming, normalizing and integrating information from disparate data sources.
Design, build and deploy business intelligence solutions including dashboards, reports and data extracts.
Develop comprehensive views, functions, and procedures to support data analytics and reporting functions.
Design, develop, and maintain SQL queries, procedures, and reports to support business operations and decision-making.
Leverage advanced Microsoft Excel skills (including formulas, pivot tables, lookups, and complex calculations) to analyze and present data.
Integrate and manage data within SharePoint to ensure accessibility, accuracy, and consistency across teams.
Provide timely responses to data requests, report updates, and ad hoc analysis with accuracy and attention to detail.
Work independently with minimal supervision, demonstrating accountability, initiative, and the ability to manage multiple priorities.
Ensure compliance with company policies, data security standards, and confidentiality requirements.
Document solutions and maintain information libraries and data dictionaries.
Create and manage ETL processes to automate and support integration between applications.
Collaborate with manager and various personnel to define reporting requirements.
Support ad hoc business data requests by understanding requirements and developing queries/ SSRS reporting to present necessary data.
Stay up-to-date on the latest Technologies, Processes and IT advancements to automate and modernize systems.
Performs other duties as assigned.
Requirements
EDUCATION & EXPERIENCE
Required Education/Experience:
Bachelor's degree in computer science, information management, or the equivalent combination of education and work experience.
5+ years experience with MS SQL Server (2012 or greater), T-SQL Programming, SQL Server Integration Services (SSIS), SQL Server Reporting Services (SSRS), Azure Data Factory, Microsoft Power BI and Cognos Analytics.
Experience using dynamic SQL, Triggers, Functions, Stored Procedures, Constraints and Flow Control.
Strong understanding of data modeling, Query Optimization and enterprise database concepts.
Preferred Experience:
Banking industry experience with strong knowledge of lending/deposit product.
CERTIFICATIONS
Not applicable
Salary Description $115,000 - $125,000, annually
Human Resources Business Partner
Washington, DC job
WHO WE ARE
City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA.
ROLE SUMMARY
The Human Resources Business Partner (HRBP) is the primary point of contact between business leaders and the HR function, providing both strategic partnership and hands-on support. As the sole HRBP in the organization, the HRBP serves as a strategic advisor, change agent, employee advocate, and operational practitioner. This role requires deep expertise in employee relations and performance management, along with working knowledge of HR administration, payroll, and total rewards.
The HRBP plays a critical role in supporting frontline and senior leaders, ensuring alignment of people strategy with the bank's mission, and fostering a high-performance, values-driven culture.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Strategic Advisor
Partner with the CHRO and business unit leaders to translate organizational strategy into HR priorities.
Provide guidance on organizational design, workforce planning, succession planning, and leadership development.
Leverage HR metrics and analytics to inform decision-making and track outcomes.
Change Agent
Lead/support change management efforts for organizational shifts, restructures, or new initiatives.
Recommend and implement HR best practices to improve processes, compliance, and employee experience.
Employee Advocate
Serve as the first point of contact for employee relations concerns; conduct investigations and ensure fair, consistent resolution.
Coach managers on performance management, feedback, progressive discipline, and recognition practices.
Ensure employee voice is heard and integrated into continuous improvement efforts.
Operational Practitioner
Partner with the HR Administrator and Director of Performance & Development on payroll, benefits, compensation, and rewards processes to ensure accuracy and compliance.
Support annual processes such as performance reviews, engagement surveys, and compensation cycles.
Assist with HR policy updates, compliance reviews, and regulatory reporting.
Provide day-to-day HR guidance to employees on policies, benefits, leave, and related inquiries.
Requirements
EDUCATION & EXPERIENCE
Required Education/Experience:
Bachelor's degree in HR, Business, or related field (Master's strongly preferred).
7+ years progressive HR experience, with at least 3+ years as an HRBP or HR Generalist with heavy ER/performance focus.
Proven expertise in employee relations, investigations, and performance management.
Experience with payroll/benefits administration and exposure to compensation or total rewards.
Strong business acumen with the ability to partner effectively with executives and frontline leaders.
Excellent communication, facilitation, and influencing skills.
Ability to thrive as the only HRBP in a lean, collaborative HR team environment.
Preferred Education/Experience:
3+ years' experience in commercial banking
CERTIFICATIONS
HRCI or SHRM certification preferred
KNOWLEDGE, SKILLS, AND ABILITIES
Required Knowledge & Skills:
Strong knowledge of federal, state, and local employment laws and regulations (FMLA, ADA, FLSA, EEO, etc.).
Deep expertise in employee relations, investigations, and performance management practices.
Understanding of compensation and benefits principles, payroll processes, and HR compliance frameworks.
Knowledge of HR systems/HRIS platforms (Workday, ADP, Paylocity, or similar).
Familiarity with banking services HR practices, regulatory environment, risk management considerations.
Exceptional communication and interpersonal skills; able to engage with all levels of the organization.
Strong facilitation and coaching skills with frontline and senior leaders.
Analytical skills to interpret HR metrics, identify trends, and recommend solutions.
Conflict resolution and negotiation skills to handle sensitive ER issues fairly and effectively.
Strong organizational and project management skills managing multiple priorities in a fast-paced environment.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and HRIS tools.
Ability to build trust, credibility, and influence across diverse stakeholder groups.
Ability to balance strategic thinking with hands-on execution in a lean HR team.
Ability to maintain confidentiality and handle sensitive information with discretion.
Ability to interpret and apply complex employment law and policy to real-world situations.
Ability to adapt quickly to change, provide guidance during organizational transitions, and serve as a role model for resilience.
Ability to align HR practices with the bank's mission, values, and community impact goals.
Salary Description $120,000 - $125,000 annually
Mortgage Loan Consultant
Richmond, VA job
Loan Consultants are energetic sales professionals that provide unrivaled savings and service to clients who are buying, selling, or refinancing a home. Loan Consultants are licensed loan originators, but with a positive twist as leaders of CapCenter's innovative home purchase and refinance programs. They are experts on the entire home purchase process and offer clients the full array of CapCenter services, including representation by a CapCenter realtor for buying and selling a home, as well as purchase and refinance loan products. CapCenter's greatest asset is its loyal base of repeat clients who serve as ambassadors to their friends, family, and co-workers. It is the job of Loan Consultants to convert today's prospects into tomorrow's loyal clients to generate repeat business and customer referrals. As a sales professional you will also be expected to support business development by serving as the accountable executive over group relationships that you help to construct.
Responsibilities:
Serve as Client Representative.
As the name implies, you are the client's representative and trusted advisor throughout the process. This means maintaining contact with the client to ensure that all members of CapCenter's professional teams properly perform their services to the client's satisfaction. Assuring the client's overall satisfaction is a core responsibility of the Loan Consultant.
Land Business.
Sell CapCenter's full-service home purchase and refinance programs to prospective clients. Programs include the mortgage loan program, and representation by a CapCenter realtor to buy or sell a home. Loan Consultants are experts in all CapCenter services and are responsible for getting hired as the client's primary representative, and to get CapCenter's realtors and other purchase professionals hired as appropriate to meet the client's needs and circumstances.
Serve as Loan Originator.
As a loan originator, the Loan Consultant is directly responsible for identifying and fulfilling the client's mortgage loan requirements. Successful Loan Consultants will develop more loan business than they can handle and will be supported by junior team members as needed.
Generate Future Business.
The Loan Consultant's job continues after the initial transaction is completed. An effective Loan Consultant generates repeat business and customer referrals from his or her past client base, assisted by CapCenter's marketing and e-commerce professionals.
Business Development.
Loan Consultants with a proven record of success may be assigned to attract and land prospective clients from businesses, groups and individuals through relationships developed in conjunction with the Company's marketing and business development professionals.
Qualifications:
Candidates for the Loan Consultant position must have confidence and genuine enthusiasm for helping clients achieve their goals in the area of real estate and home finance. Analytical skills and the ability to communicate effectively are necessary, along with the following minimum attributes and qualifications:
Ability to multi-task in a fast paced environment using time management to meet deadlines.
Must be a licensed Loan Originator or have the knowledge and desire to become licensed.
Business, Economics, Accounting or Finance Degree, or 3+ years of financial service experience.
In-depth understanding of the full Real Estate Purchase and Sales cycle.
Proven professionalism, ethics and character.
Competitive drive for constant improvement.
CapCenter offers a competitive benefits package that includes a Base Salary, Commission, 401k, Health Insurance Benefits, and Paid Vacation.
We are an Equal Employment Opportunity Employer.
Physical Damage Specialist - Hybrid
Remote or Scottsdale, AZ job
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated physical damage specialist, you are responsible for building relationships and providing oversight of our third-party vendors through virtual or in person interactions with members, claimants, and third-party personnel. You will drive USAA's financial strength by ensuring accuracy and quality of third-party vendors' work product and work to resolve problems with a focus on the mission and exceptional member experiences.
This hybrid role requires an individual to be in the office 3 days per week. This position can be based in Phoenix, AZ or Colorado Springs, CO.
Relocation assistance is not available for this position.
What you'll do:
Responsible for on-boarding, oversight, maintaining partnerships, and coaching to performance of our contractual and/or operational goals as applicable.
Evaluate vendor work product to ensure quality, accuracy, and adherence to the terms and conditions of the contract.
Collaborate with 3PRM on vendor footprint to balance member needs and operational resources.
Responsible for complaint and payment discrepancy resolution within the vendor MOI.
Provide direction as needed on borderline Total Loss situations.
Accountable for providing decisions and insight on physical damage losses within authority granted and advances requests for further authority as needed.
Acquire and apply advanced knowledge of P&C insurance industry products, services, contracts and internal processes and procedures to ensure compliance.
Support workload surges and/or Catastrophe Operations, as needed.
Assist with handling output/throughput and associated USAA adherence guidelines affiliated with Auto Physical Damage processes (e.g., Rental, Alternative Parts Utilization, Vehicle Owner Communication, Assignment Completions).
Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
High School Diploma or General Equivalency Diploma.
4 years auto physical damage estimating experience.
Currently possess or acquire and maintain individual I-CAR Platinum Pro-Level 3 certification within 12 months of hire.
Capability to prioritize, problem solve, and effectively communicate next steps and path to resolution.
Effectively communicates through multiple channels to include utilization of digital tools to drive speed, accuracy, and service.
Acquisition and maintenance of insurance adjuster license within 90 days and designated number of attempts.
Strong oral and written communication skills.
What sets you apart:
2+ years of Auto adjusting experience
Proven track record to multi-task and triage claims in a high-volume environment
Proficiency with CCC vehicle damage estimating system
Current P&C insurance adjuster license
I-CAR Platinum certification
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Compensation range: The salary range for this position is: $77,120 - $138,810.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyPrincipal Systems Analyst
Remote or Roanoke, TX job
The Role
Join Fidelity Investments as a Principal Systems Analyst and be part of an ambitious team dedicated to revolutionizing our digital platform! This opportunity allows you to drive the transformation of our Brokerage Operations Workstation into an innovative, user-friendly digital experience. As a Principal Systems Analyst on the team, you will be expected to quickly gain understanding of all the components of our applications and will work with the team to deliver best in class customer experience solutions.
Ideal candidates are strategic problem solvers with a passion for user-centric design and demonstrated analytical abilities. Your role will be critical in improving operational efficiency and decision-making through modern, coordinated solutions.
The Expertise and Skills You Bring
Strong understanding of financial or brokerage industry
Ability to design systems that support Brokerage Operations processing
Mapping and improving workflows in trading, settlement, straight-through processing (STP) and reconciliations
Familiarity with trade lifecycle, clearing and custodian systems
Awareness of regulations, compliance workflows and audit trails
Programming Languages: Proficiency in SQL, Python or Scripting
Advanced Data Analytics: Ability to interpret large datasets and extract insights
Business Process Modeling: Skills in analyzing and improving workflow
Systems Integration: Understanding in APIs/Swagger Contracts
Key responsibilities for this role:
Lead in-depth analysis of Swagger contracts and API specifications to ensure alignment with strategic business objectives, identifying integration opportunities and documentation gaps across platforms.
Partner with cross-functional teams including product leadership, UX design, engineering, and business stakeholders to define and refine user and business requirements for digital transformation initiatives.
Conduct advanced workflow and process analysis, identifying inefficiencies and opportunities for automation and modernization, particularly in legacy systems such as mainframe environments.
Translate business logic and legacy data structures into future-state digital experience requirements, ensuring scalability, usability, and automation readiness.
Drive the development of high-quality solution requirements, user stories, and functional specifications for complex software systems, ensuring traceability to business goals.
Provide strategic insights through data analysis, leveraging SQL and relational database expertise to inform decision-making and measure modernization impact.
Mentor junior analysts and contribute to the development of analytical standards and best practice across the team.
Collaborate with architecture and engineering teams to ensure API and integration strategies align with enterprise architecture and security standards.
The Expertise and Skills You Bring
Bachelor's degree with 10+ years of experience as a systems analyst, business analyst, or similar role in a digital or operational transformation environment.
Ability to translate technical requirements and operational processes into intuitive, actionable product requirements; Proven understanding of operations workflows and processes, preferably in financial services or other regulated industries.
Experience working on projects related to legacy system modernization (e.g., mainframe to cloud, UI/UX redesign, data integration)
Effective communicator with customer engagement and storytelling skills; Conveys digital strategy and impact using data and visualizations.
Demonstrated experience informing product strategy and delivery, including opportunity identification, solution design, and working with technology teams for delivery.
Experienced in agile development methodologies and collaborating with multifaceted product teams, engineering teams, and business collaborators; Proficient with tools such as JIRA, JIRA Align, Confluence, Miro, Figma, Tableau, or other analytics and product planning tools.
The Team
Our mission is to reduce manual processes and risk while improving efficiency and flexibility across the organization.
We design world-class digital experiences at scale by:
Applying deep research and industry insights
Crafting product strategy in alignment with business goals
Driving implementation across associate and client-facing platforms
Our team supports Fidelity's growth by enabling straight-through processes and improving the digital operating model.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
Certifications:Category:Information Technology
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Commercial Market Manager
Washington, DC job
WHO WE ARE
City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA.
ROLE SUMMARY
The Commercial Market Manager is responsible for the origination, evaluation and structuring of complex Commercial lending loan requests and transactions in and around the assigned region. Additional responsibilities include managing the activities and assisting in the development of assigned Relationship Managers, portfolio management and cross selling other Bank products and increasing the Bank's visibility in the marketplace.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Solicits credit-worthy potential and existing clients in an effort to develop new business and increase or retain existing business within the framework of the policy and procedures of the Bank. Promotes profitable growth of the loan and deposit portfolio and maximum customer responsiveness.
Oversees the preparation of loan presentations including detailed financial analysis and assessment of borrower's financial capability and credit worthiness.
Review term sheets and previews deal summary memorandums and credit packages for presentation to credit and approval and loan committee.
Assesses lending risks, identify offsetting mitigants, makes recommendations on loan structure displaying sound credit judgment.
Establishes and promotes customer and community relationships, cross sells other Bank products and services, maintains continued awareness of market conditions and competition, continues education in financing products and techniques.
Manages activities and contributes to the development of assigned Relationship Managers/Portfolio Managers. Participates in joint calling efforts and business development, assists in sound loan structuring and transaction analysis. Assists team in developing marketing and sales plans in order meet their production goals as set forth in the bank's strategic plan.
Facilitates closing of the loan transactions with strict compliance with approved terms and conditions.
Proactively manages all aspects of assigned loan portfolio with emphasis on covenants and bank policy compliance, credit quality and delinquency control.
Ability to meet personal and team annual goal.
Other duties as assigned.
Requirements
EDUCATION & EXPERIENCE
Required Education/Experience:
Bachelor's Degree in finance, accounting or business required or 5 additional years of experience in commercial credit analysis and commercial underwriting
10 years of portfolio management, business development, and commercial underwriting experience
Formal or in-house credit training
Preferred Education/Experience:
Leadership role or prior management experience.
CERTIFICATIONS
Accredited Banking School Certification in Lending or related area preferred.
KNOWLEDGE, SKILLS, AND ABILITIES
Required Knowledge & Skills:
Excellent Management Skills
Comprehensive loan and financial analysis experience
Comprehensive knowledge of underwriting techniques
Proven sales and new business development skills and reputable impact & performance
Excellent oral, written, and interpersonal communication skills with the ability to carry out instructions. Instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to clients, customers, and employees.
Knowledge and training in all lending activities
Knowledge of commercial, and commercial real estate loan processing
Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures
Proficient with credit principals and loan structuring
Knowledge of related state and federal lending and compliance regulations and other Bank lending policies.
Basic skills in personal computer operation, word processing and spreadsheet software.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Ability to work without supervision while performing duties
Critical and creative thinking
Market knowledge
Negotiation skills; diplomacy
Excellent organizational and time management skills
Excellent leadership development, training, and time management skills
Salary Description 185,000 - 195,000
Remote Equity Trader Position
Remote or El Paso, TX job
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Job 3:
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy Apply