Operations Associate jobs at Red River Bancshares

Since founded in 1904, Union Savings Bank has been serving the local community by promoting responsible home ownership through prudent lending. We are headquartered in Cincinnati, Ohio, where we began, and currently operate 38 full-service branches and lending offices in Ohio, Indiana, Kentucky, and Pennsylvania. Union Savings Bank is an Equal Opportunity Employer. Purpose of the role Union Savings Bank is seeking a reliable and motivated Deposit Operations Associate to support essential functions within the Accounting & Finance team. This role is ideal for individuals who bring a strong attention to detail, a team-first attitude, and a desire to grow their career in banking operations. The Deposit Operations Associate plays a vital role in wire processing, deposit account support, internal service, and cross-functional coordination. Essential Duties and Responsibilities Wires Manage daily wire initiations, including branch, escrow, construction, liquidity, and internal transfers Review outgoing wires for completeness and accuracy before submission Collaborate with internal stakeholders to ensure timely processing and documentation Maintain records and reconcile daily wire activity within the general ledger Operational Support Process customer address changes and manage return mail workflows Maintain accurate deposit records and follow up directly with customers when needed Assist with journal entry reviews and support the monthly and year-end close process Customer Service Assist the deposit operations phone team by fielding inquiries related to online banking or account maintenance Respond promptly and professionally to both internal and external requests Help ensure every customer interaction is handled with accuracy, clarity, and respect Team Engagement Contribute to a culture of shared accountability and mutual support within the team Remain open to coaching, process updates, and continuous improvement Take initiative in managing time, completing tasks, and solving problems Collaborate cross-functionally to streamline workflows and enhance service delivery Values Foster and model the values of the Bank in all activities, with a high value placed on building relationships, engagement and collaboration, with internal stakeholders as well as those in the communities served. Education and Experience High school diploma required Prior experience in banking operations, accounting, or administrative processing a plus Job competencies Responsibility & Follow-Through: Takes ownership of assigned tasks and ensures accuracy and timeliness Detail-Oriented: Understands the importance of precision in banking processes, documentation, and recordkeeping Service-Minded: Focuses on being helpful, responsive, and clear in all interactions Collaborative: Works well with teammates and communicates effectively across functions Adaptable: Embraces change and is willing to improve processes and learn new systems Accountable: Owns outcomes and handles mistakes constructively and professionally Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time; with or without notice. Union Savings Bank is an Equal Employment Opportunity and Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Position: Marketing Operation Intern - Specializing in Language (Chinese-Japanese-English) & Product Analysis About the Role: We are seeking a passionate and dedicated Language and Product Analysis Intern to join our team onsite (5 days a week) in Los Angeles. This role combines translation duties with product analysis, focusing on the gaming industry and the vibrant worlds of Japanese and U.S. anime/manga. This is an exciting opportunity if you love gaming and anime, are familiar with industry-specific vocabulary, and want to leverage your language skills and data expertise. Main Responsibilities: Translate content between Chinese, Japanese, and English, with emphasis on gaming, anime, and manga topics. Utilize data analysis tools to collect, process, and visualize data for insights Analyze trends and preferences within the gaming and anime communities Support content localization and cultural adaptation projects Collaborate with team members on projects related to entertainment and pop culture Qualifications: Fluent in Chinese, Japanese, and English (reading, writing, speaking) Genuine passion for gaming, anime, and animation Familiarity with industry-specific terminology in gaming and anime/manga Experience with Game/Animation/Entertainment-related is preferred Experience with data analysis tools (e.g., Excel, SQL, or other relevant software) is preferred Enthusiastic, detail-oriented, proactive, and able to work independently Based in Los Angeles, work onsite 5 days a week. What We Offer: Practical experience in translation and data analysis within the entertainment sector Opportunities to deepen your understanding of gaming and anime markets A dynamic, collaborative, and energetic work environment Potential pathways for career growth in entertainment, localization, or data sciences Join us if you're passionate about games and anime and eager to apply your language skills and data expertise to impactful projects! The expected base pay range for this position in the state(s) listed above is $23.66 to $40.39 per hour. Actual pay is based on market location and may vary depending on job-related knowledge, skills, actual location of work, and experience. This position will be eligible for 1 hour of paid sick leave for every 30 hours worked and up to 13 paid holidays throughout the calendar year. Subject to the terms and conditions of the applicable plans then in effect, full-time interns are also eligible to enroll in the Company-sponsored medical plan.

TSI US Operations Specialist I. Role Basics Employment Type: Full-Time Working Location：Pheonix Region, US (Desired Location) Reports To: Senior Director, Regional Operations, North America Salary Range: $ 60,000-80,000 USD (DOE) II. Key Responsibilities： Supply Chain & Inventory Management Daily operations for core business systems, including SAP (Order Management), WMS (Warehouse Management System for inventory tracking), and FTZ (Free Trade Zone for import/export), ensuring seamless system functionality to support end-to-end supply chain workflows. Procurement of raw materials, packaging supplies, and ingredients from both international and domestic suppliers-manage vendor relationships and ensure procurement processes align with company compliance standards and cost-efficiency goals. Conduct daily monitoring of inventory levels and lead times: proactively identify risks of stockouts or overstocking, and implement corrective actions (e.g., adjusting purchase orders, coordinating expedited shipments) to maintain optimal inventory health. Collaborate with vendors and suppliers to coordinate on-time deliveries; resolve delivery delays, quality discrepancies, or logistical issues promptly to minimize disruptions to production and order fulfillment. Perform daily inventory reconciliation with TSI's third-party facilities (ACB, InnoPack WCS, SLC) for raw materials and packaging components-validate inventory counts, investigate data inconsistencies, and ensure alignment between system records and physical stock. Identify inefficiencies and bottlenecks in supply chain and inventory processes; contribute to process improvement initiatives (e.g., streamlining stock checks, optimizing order placement workflows) to enhance operational productivity and reduce waste. Cross-Functional Collaboration Work closely with TSI's Business Development, Operations, and Project Management Teams to align critical priorities including order fulfillment timelines, customer service standards, and project-specific requirements-to drive consistent customer satisfaction and retention. Provide dedicated support for Cross Border products including coordinating product sourcing, tracking shipment statuses, and communicating updates to stakeholders to ensure project milestones are met. Prepare and distribute daily/weekly reports to Line Manager and Project Manager (Project Management Team): summarize key performance metrics and highlight progress against goals, and flag pending issues or resource needs. Required Qualifications 5-8ys experience working with enterprise systems: SAP, FTZ, or WMS (Warehouse Management System). Background in import/export operations-familiarity with customs regulations, international shipping workflows, and import/export documentation (e.g., commercial invoices, packing lists). Exceptional attention to detail-ability to review complex data, process documentation, and system entries with precision to prevent errors that impact supply chain performance. Strong resourcefulness and time management: prioritize competing tasks, allocate resources strategically, and deliver high-quality work within tight deadlines. Outstanding verbal and written communication skills: collaborate effectively with cross-functional teams, vendors, and stakeholders; Process-oriented mindset: understand the purpose and interdependencies of business workflows, identify risks of process deviations, and assess their potential impact on operations or customer outcomes. Who We Are Since 1996, TSI has been dedicated to improving health, lifestyle, and longevity for people everywhere. From humble beginnings as Ingredients supplier, we've grown into a global total solution partners with Innovative and optimized Ingredients, Contract Manufacturing for finish Dosage, and Tailored Script - all driven by science, discovery, and innovation. 👉Watch our videos on YouTube Working at TSI and TSI Culture and see how you can help us shape the future of global health.

The Operations Coordinator plays a key part in the daily and weekly administrative functions for the Company process. Each Operations Coordinator will work with their assigned operational leaders, recruiters, sales representatives, and field associates. In this role the Operations Coordinator will ensure the smooth operation of the branch and daily recruiting and business operations. They are the liaison between the field (sales & recruiting) and the back office (finance & risk). Key Accountabilities Answer and direct inbound calls to the appropriate departments or personnel, ensuring timely and accurate handling of all inquiries. Timely, accurately, and compliantly send, review, approve and process new hire onboarding paperwork, including offer letters, Direct Deposit information, and completing the I-9 and e-verify. The Delivery Support Associate must demonstrate a high degree of service orientation, focused on actively working to onboard new employees in a manner that positively represents the company and makes the new employee feel important and welcome. Process necessary background checks and drug tests required for jobs. Collect save, and process weekly timecard entry and approval process, including expenses, per diem, and sick time as needed for payout every Friday. Work in close communication with operational leaders, Recruiters, HR, Payroll, and Billing departments in addition to field associates. Provide timecard and billing adjustment as needed to ensure proper payout and invoicing. First point of contact for trouble shooting any onboarding and payroll issues. Work with each recruiting team on ensuring job boards are up to date. Assist recruiters with tracking candidates in VMS exchanges as well as tracking employee certifications to ensure they are active. Assist with ordering, scheduling, and administering required employee remote and onsite training during the onboarding process. Contribute to front of the office duties as needed per office. Other duties as assigned. Minimum Experience Requirements High School Diploma: Possess a high school diploma or equivalent qualification; additional education may satisfy work experience qualifications. Prefer experience with human resources processes, employee onboarding, and/or payroll process experience. Previous experience with delivering exceptional customer service. Ability to work independently Exceptional verbal and written communication skills, enabling effective communication with clients, candidates, and internal team members. Ability to clearly articulate job, employment, and payroll information. Judgment and decision-making ability. Strong customer service/client relations skills. Organizational and multi-tasking skills. Communication skills (oral and written). Ability to handle stress successfully. Proficiency in using Bullhorn (Preferred), Microsoft applications, and other computer-based applications. Analytical Skills: Ability to evaluate complex situations, proactively identify issues that may adversely impact the company's delivery and payroll processes and implement timely and effective solutions to problems. Able to initiate and embrace change. Time management skills (ability to multi-task). Interpersonal skills.

The New Business Associate provides administrative and operational support to Creative Planning Trust Company's (CPTC) New Business Group. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly. JOB DUTIES: Assists with the review and onboarding of prospective and new client relationships.This includes, but is not limited to, the review of trust agreements, Wills, financial statements, and asset related documentation. Collect information and documentation needed for completing new account reviews. Build and maintain client files for new account reviews. Discusses Creative Planning Trust Company's services with prospective clients and other lines of business at Creative Planning. Communicates directly with clients and other lines of business at Creative Planning regarding the onboarding of approved new business opportunities. Coordinates necessary document drafting and execution with appropriate legal counsel for the transition of a trust to Creative Planning Trust Company. Schedules and attend meetings as needed. Performs other duties as assigned. REQUIRED EXPERIENCE/QUALIFICATIONS: Bachelor's Degree preferred. At least 2 years personal trust experience is preferred. Ability to foster positive client relationships. Ability to review trust documents and financial statements. Ability to represent the organization and the trust company in a professional and positive manner. Exceptional organizational and time management skills. Ability to work both in a team environment and independently. TECHNICAL SKILLS Proficiency in Microsoft Office, especially Microsoft Excel. Keen attention to detail. Ability to manage multiple priorities. Ability to adapt to the needs of a growing business. Flexibility in adhering to company policies and procedures.

JobID: 210680871 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $91,200.00-$140,000.00 The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products. As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence. Job responsibilities * Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed * Monitor product performance and report on key operational metrics to identify trends and areas for improvement * Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders * Coordinate issue management by opening, tracking, and resolving issue from end-to-end * Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions * Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution * Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners) Required qualifications, capabilities, and skills * 4+ years of professional experience * Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata) * Understanding of basic tech software functionalities (API, logs, JIRA) * Proven track record of managing production and operational issues * Strong organizational skills and effective verbal and written communication skills * Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision * Controls-focused mindset Preferred qualifications, capabilities, and skills * 1+ year data analyst experience * Experience with C3 green screens, Admin Tool, and/or ServiceNow * Experience supporting product development * LLM suite knowledge * Knowledge of Chase organization, processes, systems

JobID: 210680871 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $91,200.00-$140,000.00 The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products. As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence. Job responsibilities * Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed * Monitor product performance and report on key operational metrics to identify trends and areas for improvement * Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders * Coordinate issue management by opening, tracking, and resolving issue from end-to-end * Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions * Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution * Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners) Required qualifications, capabilities, and skills * 4+ years of professional experience * Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata) * Understanding of basic tech software functionalities (API, logs, JIRA) * Proven track record of managing production and operational issues * Strong organizational skills and effective verbal and written communication skills * Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision * Controls-focused mindset Preferred qualifications, capabilities, and skills * 1+ year data analyst experience * Experience with C3 green screens, Admin Tool, and/or ServiceNow * Experience supporting product development * LLM suite knowledge * Knowledge of Chase organization, processes, systems

The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products. As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence. **Job responsibilities** + Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed + Monitor product performance and report on key operational metrics to identify trends and areas for improvement + Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders + Coordinate issue management by opening, tracking, and resolving issue from end-to-end + Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions + Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution + Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners) **Required qualifications, capabilities, and skills** + 4+ years of professional experience + Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata) + Understanding of basic tech software functionalities (API, logs, JIRA) + Proven track record of managing production and operational issues + Strong organizational skills and effective verbal and written communication skills + Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision + Controls-focused mindset **Preferred qualifications, capabilities, and skills** + 1+ year data analyst experience + Experience with C3 green screens, Admin Tool, and/or ServiceNow + Experience supporting product development + LLM suite knowledge + Knowledge of Chase organization, processes, systems Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $91,200.00 - $140,000.00 / year

JobID: 210680230 JobSchedule: Full time JobShift: Day : Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in Consumer and Community Banking, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings. Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success. Job responsibilities * Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery * Considers and plans for upstream and downstream implications of new product features on the overall product experience * Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers * Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle * Writes the requirements, epics, and user stories to support product development Required qualifications, capabilities, and skills * 3+ years of experience or equivalent expertise in product management or a relevant domain area * Proficient knowledge of the product development life cycle * Experience in product life cycle activities including discovery and requirements definition * Developing knowledge of data analytics and data literacy

JobID: 210686983 JobSchedule: Full time JobShift: : Join the Product Operations team for an exciting opportunity to help support key strategic priorities aimed at improving operational effectiveness and productivity across Consumer & Community Banking (CCB) Product, Experience and Technology (PXT). Work together with strategic partners to operationalize comprehensive measurement frameworks, support insightful reporting to drive actionable outcomes, drive accountability around new capabilities, coordinate development of insight platforms, facilitate collaborative uplift and enhance the user experience by optimizing tools. As a Senior Associate in the Product Operations CMEX team, you will help support the operationalization of key capabilities to drive overall effectiveness, productivity and empowerment across PXT. You will play a valuable role in providing programmatic execution support for the socialization, adoption and enhancement of PXT measurement solutions, including integration into ways of working, while also aiding in creating valuable insights reporting and knowledge management resources for stakeholders. You will engage with key partners to execute areas of improvement across tools to better support organizational strategies. Job Responsibilities * Support execution and program management activities to manage and deliver work on key workstreams and tasks * Track and manage project milestones and communicate any potential delays / blockers to leadership effectively * Expand knowledge resources, persona-based user guides and best practice playbooks for measurement capabilities * Identify and help prioritize backlog enhancements based on user feedback and gathered requirements * Brainstorm how to organize complex information in a strategic and compelling way to support PXT reporting insights at all levels of the organization * Execute a standard change management lifecycle framework, including success measurement * Engage directly with end users to educate, drive collaboration and gather feedback * Support touchpoints with PXT leadership and strategic partners to align on strategic priorities and task prioritization Required qualifications, capabilities and skills * Bachelor's degree in Business, Finance, Economics or other related area * 4+ years of relevant experience in Consulting, Strategy, Transformation, Analytics, Product or Business Management roles * Advanced skills in Microsoft Excel and PowerPoint * Excellent attention to detail, project management and organizational skills * Highly motivated self-starter with excellent time management / prioritization skills * Adept at forging strong internal relationships across a broad range of functions * Ability to execute and identify enhancement opportunities across E2E processes * Self-motivated and able to work independently * Strong written / verbal communication, analytical and logical problem solving skills Preferred qualifications, capabilities and skills * Exposure to product operating model preferred * Familiarity with Align / JIRA / Confluence / data manipulation tools preferred Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at this time. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.

JobID: 210683812 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $95,000.00-$150,000.00 Harness your technical and strategic expertise to shape innovative client solutions and bridge product capabilities with real-world challenges! Join our team of strategists, and help us provide data-informed strategies, design experiments, engage in product design, conduct exploratory analysis, and support driving prioritized organization change implementation. As a Product Operations Strategist on the Product & Experience Analytics Team, your role will be a mix of consulting (problem solving, thought leadership, client management), project management (building plans, stakeholder communication), user-centric product design (user research, experience, tech and business architecture design), and analysis. This role presents you with an opportunity to apply a range of skills to a broad range of challenges, learn about financial services lines of business and products (e.g., credit cards, home loans), and apply knowledge of innovative technologies and methods (e.g. design thinking, generative AI, Intelligent Automation). Ultimately, you will help develop and execute actionable data science and analytical solutions in a consulting-style environment to drive efficiency across the product development life cycle at Chase. Job Responsibilities * Serve as a consultant aiming to solve business problems that drive qualitative and quantitative business value * Conduct research to inform strategic proposals for inclusion in internal-facing products designed to drive productivity and efficiency across all employees engaged in building and maintaining the 107 software products at Chase. * Design and execute implementation plans across prioritized initiatives ranging from product enhancements to experiments across job family personas. * Manage relationships with senior leaders including supporting presentations to CFO, CTO, and CPO. * Leverage design thinking practices to develop strategic, end-to-end, scalable solutions; coach others to inject the same practices into their work. * Synthesize analytical findings for consumption by internal analytical clients and senior executives. * Establish and manage relationships with internal clients and partners. * Identify new project opportunities helping to grow our business pipeline for respective books of work. * Maintain a rigorous controls environment to ensure accurate and timely results. Required Qualifications, Capabilities, and Skills: * 3+ years of industry experience in consulting, solution design, or business analytics roles (e.g., marketing analytics, sales analytics, business insights) * Experience with data analytics and/or visualization techniques (e.g. SQL, Python, Tableau, Alteryx), as well as big data technologies (e.g. Hadoop, Cassandra, AWS) * Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical and senior audiences * Experience with design thinking practices and tools (e.g., Lucid, Figma, customer journey mapping) and product management principles (e.g., Agile) * Consulting orientation with ability to influence and effectively lead cross-functional teams * Self-starter with out-of-the box problem solving skills and a drive to bring new ideas to life * Experience and knowledge of data science and analytical methodologies and approaches, and familiarity with various artificial intelligence functionalities * Undergraduate degree in a quantitative discipline Preferred Qualifications, Capabilities, and Skills: * 3+ years of experience at a consulting firm, in tech, or financial services/banking industry * Understanding of the financial services or retail banking industry This role is not eligible for visa sponsorship or relocation assistance

JobID: 210675278 JobSchedule: Full time JobShift: Day : Take on the challenge of synchronizing efforts across diverse products and interpreting operations data for growth opportunities. Unleash your potential in a role that lets you shape change initiatives and strategize resource allocation. As a Senior Product Portfolio Operations Associate in Operations Portfolio Management Team, you are a significant contributor to your team with a strong knowledge of optimization and integration. You understand what it takes to bring together all the key elements of a product line and its products to ensure coordinated outcomes. Consumer & Community Banking (CCB) Operations Product organization provides critical cross-line of business support across JPMC and serves as one of the largest product portfolios in CCB, delivering value to millions of customers and over 30,000 employees. As a product team member, your problem-solving skills will place you on the cutting edge of defining the vision, creating the strategy and building the roadmap to solutions that impact millions. Along the way, you'll develop a deep, end-to-end understanding of the business and find an inclusive culture that welcomes diverse ideas and supports your individual growth and career mobility. Job responsibilities * Creates synergies across products to ensure successful delivery against business objectives * Collects key inputs from across products to ensure the full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs * Calculates metrics for portfolio management operations and analyzes data for areas of opportunity * Develops change initiative materials and change timelines * Assists in the product-level collection strategy consisting of controls, financials, and resourcing needs Required qualifications, capabilities, and skills * 3+ years of experience or equivalent expertise in program management or performance optimization * Proven ability to implement operational effectiveness initiatives * Prior working exposure to operations of the product development life cycle and agile methodologies Preferred qualifications, capabilities, and skills * Proven ability to operate within matrixed, cross-functional teams, through collaboration, influence, and conflict resolution skills to achieve desired results * Strong communication, presentation, and interpersonal communications skills with ability to develop and maintain relationships * Prior working exposure to analytical problem solving, creativity, and attention to detail, demonstrated by the ability to make timely and sound decisions * Demonstrated flexibility to effectively shift between strategic and detailed tactical management * Consumer Community Banking (CCB) Operation and product management experience a plus

The Card Installments team is dedicated to meeting the borrowing and financing needs of our customers through installment lending solutions. Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across products. As a Senior Product Operations Associate in Card Installments General Management team, you will contribute to the success of our installment lending products by partnering with the Product, Engineering and Controls teams to ensure and monitor product performance, support process documentation and audit readiness. You will collaborate with cross functional teams to optimize all operational processes. Your attention to detail and analytical skills will be essential in identifying areas for improvement and driving operational excellence. Job responsibilities Monitor, validate and remediate daily exceptions for all Card Installments products, ensuring SLA adherence from Ops partners and engaging remediation teams as needed Monitor product performance and report on key operational metrics to identify trends and areas for improvement Serve as GM central point of contact for Data & Analytics and Product Managers; lead executive escalations, including research, partner engagement, and share root cause analysis and incident activity with relevant stakeholders Coordinate issue management by opening, tracking, and resolving issue from end-to-end Track issues and trends, sharing comprehensive information with product and partner teams to inform solutions Collaborate with cross-functional teams to implement process enhancements and hold partners accountable for execution Provide guidance regarding Card Installments procedural, technical and operational changes requiring standing up a new control process; support the design, documentation, implementation and monitoring of new products and services (process mapping, procedures, contractual obligation with external partners) Required qualifications, capabilities, and skills 4+ years of professional experience Ability to write and debug SQL queries and work with large, structured/unstructured dataset (Snowflake/ICDW/Teradata) Understanding of basic tech software functionalities (API, logs, JIRA) Proven track record of managing production and operational issues Strong organizational skills and effective verbal and written communication skills Self-motivated individual demonstrating initiative, flexibility, and reliability while working with moderate supervision Controls-focused mindset Preferred qualifications, capabilities, and skills 1+ year data analyst experience Experience with C3 green screens, Admin Tool, and/or ServiceNow Experience supporting product development LLM suite knowledge Knowledge of Chase organization, processes, systems

JobID: 210683812 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $95,000.00-$150,000.00 Harness your technical and strategic expertise to shape innovative client solutions and bridge product capabilities with real-world challenges! Join our team of strategists, and help us provide data-informed strategies, design experiments, engage in product design, conduct exploratory analysis, and support driving prioritized organization change implementation. As a Product Operations Strategist on the Product & Experience Analytics Team, your role will be a mix of consulting (problem solving, thought leadership, client management), project management (building plans, stakeholder communication), user-centric product design (user research, experience, tech and business architecture design), and analysis. This role presents you with an opportunity to apply a range of skills to a broad range of challenges, learn about financial services lines of business and products (e.g., credit cards, home loans), and apply knowledge of innovative technologies and methods (e.g. design thinking, generative AI, Intelligent Automation). Ultimately, you will help develop and execute actionable data science and analytical solutions in a consulting-style environment to drive efficiency across the product development life cycle at Chase. Job Responsibilities * Serve as a consultant aiming to solve business problems that drive qualitative and quantitative business value * Conduct research to inform strategic proposals for inclusion in internal-facing products designed to drive productivity and efficiency across all employees engaged in building and maintaining the 107 software products at Chase. * Design and execute implementation plans across prioritized initiatives ranging from product enhancements to experiments across job family personas. * Manage relationships with senior leaders including supporting presentations to CFO, CTO, and CPO. * Leverage design thinking practices to develop strategic, end-to-end, scalable solutions; coach others to inject the same practices into their work. * Synthesize analytical findings for consumption by internal analytical clients and senior executives. * Establish and manage relationships with internal clients and partners. * Identify new project opportunities helping to grow our business pipeline for respective books of work. * Maintain a rigorous controls environment to ensure accurate and timely results. Required Qualifications, Capabilities, and Skills: * 3+ years of industry experience in consulting, solution design, or business analytics roles (e.g., marketing analytics, sales analytics, business insights) * Experience with data analytics and/or visualization techniques (e.g. SQL, Python, Tableau, Alteryx), as well as big data technologies (e.g. Hadoop, Cassandra, AWS) * Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical and senior audiences * Experience with design thinking practices and tools (e.g., Lucid, Figma, customer journey mapping) and product management principles (e.g., Agile) * Consulting orientation with ability to influence and effectively lead cross-functional teams * Self-starter with out-of-the box problem solving skills and a drive to bring new ideas to life * Experience and knowledge of data science and analytical methodologies and approaches, and familiarity with various artificial intelligence functionalities * Undergraduate degree in a quantitative discipline Preferred Qualifications, Capabilities, and Skills: * 3+ years of experience at a consulting firm, in tech, or financial services/banking industry * Understanding of the financial services or retail banking industry This role is not eligible for visa sponsorship or relocation assistance

If you enjoy coordinating product initiatives and gathering strategic inputs, this opportunity is for you. Utilize your experience and analytic prowess to calculate key metrics and facilitate change in a collaborative, dynamic environment. As a Product Portfolio Operations Associate within Commercial and Investment Bank, you are responsible for supporting the creation of processes to ensure synergies across the broader product ecosystem. Work closely with the Product Portfolio Operations team and assist with planning, executing, and analyzing product-related projects. Job responsibilities Supports efforts to coordinate across products to ensure delivery against business objectives Aids in collecting key inputs from across products to ensure our full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs Calculates basic metrics for portfolio management operations Develops change initiative materials Supports ongoing Payments deal governance and sales pipeline activities Collaborates with Sales, Product, and Pricing teams on strategic payments deals Partners with Deal teams to prepare for Committee reviews Manages business controls processes to support sales Creates and tracks KPIs for Deal Governance Works on integration workstreams for Payments Governance Partners with the controls organization to drive enhancements Required qualifications, capabilities, and skills Bachelor's degree in Finance, Accounting, Economics, or related discipline 2+ years of experience or equivalent expertise in program management or performance optimization Proven ability to support the implementation of operational effectiveness initiatives Prior experience using techniques and tools in relation to data analytics Experience with financial calculations and pricing concepts Highly skilled in Microsoft PowerPoint/PitchPro, Excel, Word, Tableau Ability to communicate complex concepts clearly in a dynamic environment Strong judgment, professional maturity, and personal integrity Proactive, results-oriented, and able to manage multiple tasks simultaneously Preferred qualifications, capabilities, and skills Experience in deal governance or financial services Ability to build solutions to automate and improve tools

JobID: 210683812 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $95,000.00-$150,000.00 Harness your technical and strategic expertise to shape innovative client solutions and bridge product capabilities with real-world challenges! Join our team of strategists, and help us provide data-informed strategies, design experiments, engage in product design, conduct exploratory analysis, and support driving prioritized organization change implementation. As a Product Operations Strategist on the Product & Experience Analytics Team, your role will be a mix of consulting (problem solving, thought leadership, client management), project management (building plans, stakeholder communication), user-centric product design (user research, experience, tech and business architecture design), and analysis. This role presents you with an opportunity to apply a range of skills to a broad range of challenges, learn about financial services lines of business and products (e.g., credit cards, home loans), and apply knowledge of innovative technologies and methods (e.g. design thinking, generative AI, Intelligent Automation). Ultimately, you will help develop and execute actionable data science and analytical solutions in a consulting-style environment to drive efficiency across the product development life cycle at Chase. Job Responsibilities * Serve as a consultant aiming to solve business problems that drive qualitative and quantitative business value * Conduct research to inform strategic proposals for inclusion in internal-facing products designed to drive productivity and efficiency across all employees engaged in building and maintaining the 107 software products at Chase. * Design and execute implementation plans across prioritized initiatives ranging from product enhancements to experiments across job family personas. * Manage relationships with senior leaders including supporting presentations to CFO, CTO, and CPO. * Leverage design thinking practices to develop strategic, end-to-end, scalable solutions; coach others to inject the same practices into their work. * Synthesize analytical findings for consumption by internal analytical clients and senior executives. * Establish and manage relationships with internal clients and partners. * Identify new project opportunities helping to grow our business pipeline for respective books of work. * Maintain a rigorous controls environment to ensure accurate and timely results. Required Qualifications, Capabilities, and Skills: * 3+ years of industry experience in consulting, solution design, or business analytics roles (e.g., marketing analytics, sales analytics, business insights) * Experience with data analytics and/or visualization techniques (e.g. SQL, Python, Tableau, Alteryx), as well as big data technologies (e.g. Hadoop, Cassandra, AWS) * Excellent communication, with an ability to convey the strategic vision in a digestible manner for varying technical and senior audiences * Experience with design thinking practices and tools (e.g., Lucid, Figma, customer journey mapping) and product management principles (e.g., Agile) * Consulting orientation with ability to influence and effectively lead cross-functional teams * Self-starter with out-of-the box problem solving skills and a drive to bring new ideas to life * Experience and knowledge of data science and analytical methodologies and approaches, and familiarity with various artificial intelligence functionalities * Undergraduate degree in a quantitative discipline Preferred Qualifications, Capabilities, and Skills: * 3+ years of experience at a consulting firm, in tech, or financial services/banking industry * Understanding of the financial services or retail banking industry This role is not eligible for visa sponsorship or relocation assistance

JobID: 210636309 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $77,900.00-$115,000.00 If you enjoy coordinating product initiatives and gathering strategic inputs, this opportunity is for you. Utilize your experience and analytic prowess to calculate key metrics and facilitate change in a collaborative, dynamic environment. As a Product Portfolio Operations Associate within Commercial and Investment Bank, you are responsible for supporting the creation of processes to ensure synergies across the broader product ecosystem. Work closely with the Product Portfolio Operations team and assist with planning, executing, and analyzing product-related projects. Job responsibilities * Supports efforts to coordinate across products to ensure delivery against business objectives * Aids in collecting key inputs from across products to ensure our full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs * Calculates basic metrics for portfolio management operations * Develops change initiative materials * Supports ongoing Payments deal governance and sales pipeline activities * Collaborates with Sales, Product, and Pricing teams on strategic payments deals * Partners with Deal teams to prepare for Committee reviews * Manages business controls processes to support sales * Creates and tracks KPIs for Deal Governance * Works on integration workstreams for Payments Governance * Partners with the controls organization to drive enhancements Required qualifications, capabilities, and skills * Bachelor's degree in Finance, Accounting, Economics, or related discipline * 2+ years of experience or equivalent expertise in program management or performance optimization * Proven ability to support the implementation of operational effectiveness initiatives * Prior experience using techniques and tools in relation to data analytics * Experience with financial calculations and pricing concepts * Highly skilled in Microsoft PowerPoint/PitchPro, Excel, Word, Tableau * Ability to communicate complex concepts clearly in a dynamic environment * Strong judgment, professional maturity, and personal integrity * Proactive, results-oriented, and able to manage multiple tasks simultaneously Preferred qualifications, capabilities, and skills * Experience in deal governance or financial services * Ability to build solutions to automate and improve tools

If you enjoy coordinating product initiatives and gathering strategic inputs, this opportunity is for you. Utilize your experience and analytic prowess to calculate key metrics and facilitate change in a collaborative, dynamic environment. As a Product Portfolio Operations Associate within Commercial and Investment Bank, you are responsible for supporting the creation of processes to ensure synergies across the broader product ecosystem. Work closely with the Product Portfolio Operations team and assist with planning, executing, and analyzing product-related projects. **Job responsibilities** + Supports efforts to coordinate across products to ensure delivery against business objectives + Aids in collecting key inputs from across products to ensure our full product-line framework highlights our core cross-product priorities, sequencing, and trade-offs + Calculates basic metrics for portfolio management operations + Develops change initiative materials + Supports ongoing Payments deal governance and sales pipeline activities + Collaborates with Sales, Product, and Pricing teams on strategic payments deals + Partners with Deal teams to prepare for Committee reviews + Manages business controls processes to support sales + Creates and tracks KPIs for Deal Governance + Works on integration workstreams for Payments Governance + Partners with the controls organization to drive enhancements **Required qualifications, capabilities, and skills** + Bachelor's degree in Finance, Accounting, Economics, or related discipline + 2+ years of experience or equivalent expertise in program management or performance optimization + Proven ability to support the implementation of operational effectiveness initiatives + Prior experience using techniques and tools in relation to data analytics + Experience with financial calculations and pricing concepts + Highly skilled in Microsoft PowerPoint/PitchPro, Excel, Word, Tableau + Ability to communicate complex concepts clearly in a dynamic environment + Strong judgment, professional maturity, and personal integrity + Proactive, results-oriented, and able to manage multiple tasks simultaneously **Preferred qualifications, capabilities, and skills** + Experience in deal governance or financial services + Ability to build solutions to automate and improve tools JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Jersey City,NJ $77,900.00 - $115,000.00 / year

Loan Operations Specialist I DEPARTMENT: Loan Department REPORTS TO: Loan Operations Assistant Manager SUPERVISES: None FLSA: Non Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: F HOURS: Regular full-time 40 hours. Additional hours may be required. SUMMARY: Works closely with the loan operations team to create and maintain an accurate and efficient loan servicing environment. Completes assigned tasks independently within established timeframe. Protects the assets of the bank and shareholders' interest by thoroughly reviewing commercial, consumer, and mortgage loan files for accuracy and completeness. Provides excellent customer service experience for both external and internal customers. Operates and accomplishes shared goals of the department and the Bank. Consistently maintains a positive demeanor and displays excellence in service, showing courtesy, tact, and discretion. EDUCATION & EXPERIENCE: High school diploma or equivalent. Associate degree in business, accounting or related field is helpful, but not required. Minimum of one year of banking experience is preferred. Proficient with Microsoft Office Products. Experience with Jack Henry core system is preferred. Strong focus to job at hand, attention to detail, strong proven organizational skills, and a self-starter is critical. Ability to prioritize multiple demands in a high-pressure environment while maintaining professionalism. Ability to think practices and processes through, problem solve, and provide resolutions. Willingness and ability to own a project; routing the necessary and required components to a complete and compliant conclusion. Excellent interpersonal, written, and verbal communication skills. ESSENTIAL DUTIES & RESPONSIBILITIES MAY INCLUDE: Answer external and internal customer telephone, email, and online inquiries concerning loan questions and concerns and make take appropriate action which include but not limited to: Process loan payments and transfers. Process participation payments and advances. Prepare payoff quotes and process payoff payments. Process loan line of credit advances. Perform and review simple loan maintenance. Perform loan research. Imaging and Indexing responsibilities for the Loan Department. This includes loan documents, supporting documentation, financial information, correspondence, etc. Ensures loan documentation has been imaged and indexed appropriately. File and maintain physical loan documents in the appropriate manner ensuring proper safe keeping of those items. Retain and destroy physical documentation in accordance with destruction guidelines. Sort mail and deliver documents for recording to courthouse. Processes paid loans, mortgage/collateral releases, filings, and potential overpayment checks to borrowers after loan is paid in full. Process, track, and maintain hazard insurance exception lists in accordance with our creditor's placed insurance and impairment programs. Train, assist and relieve co-workers as needed. Maintain a working knowledge of government regulatory requirements affecting both consumer and commercial customers and their relationship to loan documentation filing requirements. Work with post-close reviewer to create and clear documentation exceptions detected within the review process. Assists lenders, loan assistants, and processors with questions related to their portfolio documentation. Track lien interests for expiration and continuation. Provides required reports needed by officers, processors, compliance, and other bank personnel. Complete training as required on BSA and other Compliance policies and procedures. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Duties and responsibilities as assigned. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies at the highest level. COMPUTER SKILLS Strong working knowledge of computer functions. Proficient in keyboarding and Microsoft Office. Ability to learn new technical skills and commitment to pursuing continuing education opportunities to advance technical skills. INITIATIVE Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience and department procedures. Willingness to take responsibility for decisions. FOLLOW-UP Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers and /or supervisor. Keeps supervisor informed of status of completed tasks. COMMUNICATION SKILLS- Relates positively and professionally to customers, staff, co-workers, and supervisors. Remains considerate and respectful of customers, staff, co-workers, and supervisors by tone, volume and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentiality in all bank, employee and customer related matters. Consistently keeps department and supervisor informed. Demonstrates appropriate use of language expected in a professional work environment. INTERPERSONAL RELATIONSHIP SKILLS Works with and along co-workers conveying thoughts, actions, and feedback in a positive manner. Building and managing professionally healthy relationships. Supports, accepts, and understands management and company directives. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Interacts and communicates with individuals at all levels of the organization. Acts with responsibility, integrity, and accountability. TIME-MANAGEMENT Ability to consistently display a sense of urgency in completing tasks and servicing customers' needs. Ability to maintain accuracy and quality and of work as quantity of work fluctuates. Individual can organize and prioritize workflow effectively to optimize productivity. Demonstrates accuracy and thoroughness and monitors own work to ensure quality. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job. ADHERENCE TO POLICIES AND PROCEDURES - Understands the importance of adherence to department procedures and bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information within and outside of the company. Actions and behaviors reflect positively on the company. Maintains the highest level of honesty in handling customer, employee, and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25 lbs. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position. This job may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 02/08/2024 AM EOE/ Minorities/Women/Vets/Disabled Loan Operations Specialist II DEPARTMENT: Loan Department REPORTS TO: Loan Operations Manager, VP SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: G HOURS: Regular full-time 40 hours. Additional hours may be required. SUMMARY: Works closely with Loan Operations Manager in processing, balancing, managing and servicing the various accounts associated with the loan operations function. EDUCATION & EXPERIENCE: High school diploma or equivalent. Associate's degree in business, accounting or related field is helpful, but not required. Minimum of two years banking experience. Proficient with Microsoft Office Products. Experience with Jack Henry preferred. Strong focus to job at hand, attention to detail, strong proven organizational skills, and a self-starter is critical. Willingness and ability to own a project; routing the necessary and required components to a complete and compliant conclusion. Excellent interpersonal, communication skills. ESSENTIAL DUTIES & RESPONSIBILITIES MAY INCLUDE: Ability to perform and back-up duties of Loan Operations Specialist I. Fund and book loans to Jack Henry core system. Verify accuracy of loans entered to Jack Henry core system by others. Verify accuracy of loan maintenance and proper authority and documentation. Process bankruptcy and charge-off payments, and participation payments and advances. Make entries in loan system for approved Payment Maintenance. Review and mail customer loan statements and notices as needed. Balance and Reconcile Loan General Ledger Accounts. Pull credit bureau report and files with three major credit bureaus, researching disputes and correcting reports as necessary. Maintenance and service escrow accounts, ensuring disbursements, analysis, and notices are provided accurately and timely. Process credit life and disability insurance policies at purchase, at payoff, and file claims as needed with the appropriate company. Service PMI, ensuring notices are mailed timely and policies cancelled in accordance with governing rules and regulations. Process, track, and maintain flood insurance exception lists in accordance with our creditor's placed insurance and impairment programs. Force-place hazard and flood insurance in accordance with prescribed policies and governing rules and regulations. Report real estate tracking information to our tax management provider and pull necessary reports to determine tax payment status. Perform Post-Close Review to ensure proper receipt and execution of loan documents and certain guidelines are maintained in accordance with regulations. SBA and other Government guaranty reporting. Data input and settlement of mortgage loans to FHLB. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Duties and responsibilities as assigned. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position. COMPUTER SKILLS Strong working knowledge of computer functions. Proficient in keyboarding and Microsoft Office. Ability to learn new technical skills and commitment to pursuing continuing education opportunities to advance technical skills. INITIATIVE Ability to determine a correct course of action based on knowledge, policies and sound judgment. Takes proactive steps to accomplish task without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision. FOLLOW-UP Completes assignments and tasks willingly, promptly and efficiently. Responds with a sense of urgency to requests from customers, co-workers and /or supervisor. Keeps supervisor informed of status of completed tasks. COMMUNICATION SKILLS- Relates positively to customers, staff, co-workers, and supervisors. Consistently keeps staff and supervisor informed. Consistently demonstrates appropriate use of language expected in a professional work environment. Considerate and respectful of customers, staff, co-workers, and supervisors by tone, volume and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank, employee and customer related matters. INTERPERSONAL RELATIONSHIP SKILLS Works well with and along co-workers conveying thoughts, actions and actions in a positive manner. Supports, accepts and understands management and company directives and works to help achieve individual, departmental and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions and solicits feedback to improve performance. TIME-MANAGEMENT Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality and of work as quantity of work increases. Individual organizes, prioritizes and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job. ADHERENCE TO POLICIES AND PROCEDURES - Understands the importance of adherence to bank policies in job related functions, employee and banking issues. Maintains confidentiality of employee, customer and bank information within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25 lbs. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position. This job may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 08/04/2020 TG EOE/ Minorities/Women/Vets/Disabled PI7b44836ebac7-31181-38818591