Remote CFO Partner - Build Your Own Consulting Practice
B2B CFO 3.6
Dallas, TX jobs
A leading financial consulting firm is looking for an experienced CFO to guide business owners in selling and buying privately held companies. The ideal candidate has at least 5 years in a CFO role and a proven track record in increasing cash flow and acquiring clients. This is a unique opportunity for financial professionals to build a thriving consulting practice while working remotely. The role offers a chance to significantly impact clients' businesses and control one's own career path.
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$114k-200k yearly est. 1d ago
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Head of Digital Experience & Member Engagement (Remote)
Kentucky Society of Association Executives Inc. 3.5
Alexandria, VA jobs
A professional membership organization in Virginia is seeking a Director of Digital Experience and Engagement to transform member interactions through digital platforms. The role requires 7-10 years of experience in managing digital platforms, a Bachelor's degree in a related field, and familiarity with AI tools. The position offers a competitive salary and telework flexibility. Candidates are encouraged to apply by December 20th.
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* Providing legal support to Agency Finance as a trusted advisor and strategic partner to the transaction teams and other internal partners* Partnering with Agency Finance business partners, Risk and Compliance to evaluate GSE and/or FHA program requirements and develop policies and procedures for compliance, monitoring and reporting* Tracking and managing negotiation of sub-servicing documentation in connection with Freddie Mac securitizations and assist with interpretation of sub-servicing obligations for existing securitizations from an asset management and servicing perspective* Engaging and overseeing outside legal counsel in an effective and efficient manner* Partnering collaboratively with other internal counsel and business teams in the Commercial Bank and across the enterprise* Advising Commercial Bank business partners on communications with external parties, including customers, regulators, partners, industry trade groups and outside law firms* Providing thought and strategic leadership on relevant industry and regulatory developments* Leading projects such as the development of negotiation guidelines and training sessions* Partnering with the Operations team to drive process improvements* Juris Doctor from an accredited law school* Active member in good standing of at least one state bar* At least 4 years of experience as an attorney in a law firm, at a government agency, as a military judge advocate or as in-house counsel* At least 2 years of legal counsel experience focusing on multifamily agency finance transactions* 5+ years of experience in a law firm, in-house legal department, or a combination with a focus on multifamily agency finance transactions (working with Fannie Mae and/or Freddie Mac related transactions)* Working knowledge of commercial real estate lending issues involving title insurance, surveys, zoning, and flood, casualty/liability insurance* Excellent oral and written communication skills* Strong ability to quickly understand the business needs and partner with the business Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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$103k-127k yearly est. 4d ago
Remote Equity Trader Position
T3 Trading Group 3.7
Tuscaloosa, AL jobs
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next PT PM Customer Retention Representative? Globe Life is looking for a PT PM Customer Retention Representative to join the team!
In this role, you will be responsible for conserving business on behalf of the Company. You'll be a vital part of a dedicated, professional team. Representatives play a key role in ensuring that customers who call in with the intention of canceling are aided in understanding the importance of keeping their coverage, as well as providing policy maintenance.
This is a remote / work-from-home position.
What You Will Do:
* Answer questions regarding coverage, premium, and other policy information.
* Compose business letters, communicating effectively through written and verbal communication.
* Work independently and making judgment decisions is required.
* Make outbound calls to existing policyholders to collect delinquent premium payments.
* Resell the benefits of our policies and provide excellent customer service.
* Record policyholder information for reporting and transactional purposes.
* Extensive telephone contact and appropriate telephone skills are required.
* Maintain discretion and tact when providing service to customers.
* Additional production incentive pays after the training period.
* Bilingual (Spanish) hourly pay differential.
What You Can Bring:
* High school diploma or equivalent is required.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook, are required.
* A minimum typing speed of 30 wpm is required.
* Experience in a call center environment is preferred.
* Some insurance and/or sales experience is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$62k-109k yearly est. 19d ago
IRD FX Capital Markets Director - Hybrid Sales Leader
First Citizens 4.8
Charlotte, NC jobs
A prominent financial institution in Charlotte is seeking a Director of Interest Rate Derivatives Sales. This hybrid role emphasizes client relationship management while driving revenue in the middle market segment. Candidates should possess a Bachelor's degree and substantial experience in Interest Rate Derivatives, along with strong negotiation and communication skills. The position offers a competitive benefits program as part of the total rewards.
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$109k-147k yearly est. 4d ago
Summer Internship Program - Mortgage and Consumer Banking
Midwest Bank Centre 4.0
Saint Louis, MO jobs
Department: Mortgage & Consumer Banking Position Title: Mortgage & Consumer Banking InternProgram Duration: 10 Weeks (June-August) Location: Primarily On-Site | St. Louis, MO | Some flexibility for remote work may be available The Mortgage & Consumer Banking Intern will gain practical, hands-on experience supporting the daily operations of MBC's Mortgage and Consumer Lending teams. This role is ideal for a student interested in retail banking, lending, and customer service within a community bank setting. Under the guidance of department leaders, the intern will contribute to loan onboarding, documentation review, and customer support while developing a strong understanding of the end-to-end lending process.
Core Responsibilities
Assist with collecting, reviewing, and organizing loan documentation for mortgage and consumer lending files
Verify borrower application information and assist with compliance and underwriting checklists
Support internal reporting processes and track progress on loan pipelines
Participate in team meetings, training sessions, and cross-departmental discussions
Provide general administrative support related to document control, retention, and file management
Research rates, products, and lending options under the guidance of mortgage staff
Desired Qualifications
At least a 2nd or 3rd year undergraduate student pursuing a degree in Business, Finance, or a related field
Familiarity with Microsoft Excel
Strong skills in operations management, attention to detail, and critical thinking
Ability to work independently and in a team environment
Strong written and verbal communication skills
Learning Objectives & Outcomes
By the end of the internship, the student will:
Understand the full mortgage and consumer loan lifecycle-from application to closing
Gain experience interpreting borrower financial data and verifying documentation
Learn basic compliance requirements and regulatory considerations for retail lending
Strengthen professional skills in communication, organization, and time management
Build a practical foundation in customer-facing banking operations and financial services
Primary Project: Loan Onboarding Process Enhancement
The intern's main project will focus on improving the documentation and onboarding process for new loans. This includes conducting file reviews, verifying borrower information, and identifying opportunities to streamline workflows for improved turnaround time and accuracy. A potential secondary project may include tracking loan pipeline data or developing a simple reporting tool to support loan team operations.
General Program Structure
Weekly Development Sessions (goal setting, communication, leadership, etc.)
Cross-functional Group Project culminating in a final executive presentation
Networking events, team-building activities, and bank-wide experiences
Mentorship from employees across the organization, including the Mortgage and Consumer Banking team
$65k-92k yearly est. 20d ago
Land Development Manager
Freehold Capital Management, LLC 3.8
Wilmington, NC jobs
The Land Development Manager will be part of the Georgia, South Carolina, North Carolina regional team and report to the Vice President, Real Estate Operations assisting with Wilmington and surrounding market land development projects. The job includes Owner's representative type duties overseeing sitework and amenity construction, working with professional consultants and land development contractors, as well as communicating daily with cross functional Freehold teams. Emphasis will be placed on quality control, safety and ensuring schedules are followed and jobs are staying within allotted budgets. This role requires technical expertise, project leadership, and the ability to manage multiple projects. This is a full time, exempt role working in a Freehold office in market and traveling to development project sites weekly and regional offices as needed.
Position Responsibilities:
Oversee and manage all aspects of the field operations related to land development including erosion control, grading, wet utilities, dry utilities, paving, sidewalks, landscaping, hardscaping, amenities, monitor field testing activity, post construction as-builts, certifications and compliance letters.
Lead and manage Wilmington, NC development projects, from concept to completion and other projects as Freehold expands in surrounding markets. Oversee projects from permit approvals through construction, including final bond release and community turnover.
Responsible for the successful and timely delivery of new projects through use of construction schedules, contract documents, land development budgets, environmental studies, geotechnical reports, engineering and architectural construction plans and permit compliance reports.
Establish relationships with public officials and governmental agencies, obtain entitlements and permits.
Coordinate and provide oversight of engineers, architects, and other third-party consultants to ensure success.
Coordinate the workflow and activities of project specific land development field operations (lot and amenity construction), including inspections.
Assist in the creation of development budgets during the entitlement process and value-engineer specific aspects of the project design.
Oversee projects from permit approvals through construction, recording plat, final certification and community turnover.
Coordinate and provide oversight of general contractors, surveyors and material testing personnel for all site work, grading, infrastructure installation, and final lot grading.
Perform preliminary cut and fill analysis and quantity takeoffs.
Management of construction contracts.
Prepare and review engineering reports, plans, and specifications.
Project planning, scheduling, budgeting, quantity takeoffs and cost analysis.
Coordinate and schedule power, gas, telephone, cable companies land development activities. Negotiate utility extension agreements.
Prepare bid packages and solicit bids for infrastructure and amenity construction.
Review project drawings for omissions/errors, functionality, efficiency, cost, and ensure accuracy of as-built drawings.
Ensure all project sites are in compliance with regulatory agencies.
Obtain project permits and final approvals from local jurisdictions. Resolve issues with agencies having jurisdiction over project and region.
Assist in the timely reduction and/or termination of project infrastructure bonds and/or letters of credit.
Manage SWPPP activities and compliance.
Coordinate and execute the completion of project punch lists.
Ensure all turnover checklist items are complete and lots are ready to be turned over to home builders.
Update and maintain construction schedules using MS Project.
HOA management including but not limited to quarterly meetings, budget analysis and improvements to the common open space.
And other duties as assigned.
Essential Skills & Experience:
Bachelor's degree preferably in civil engineering, building construction, construction management or equivalent experience.
Minimum of 2-3 years managing and completing land development projects for communities of 500-1400 units with amenities.
Experience in engineering, sitework construction, or homebuilder land development.
Strong knowledge of site design, grading, drainage, stormwater, and utility design.
Experience navigating permitting process with municipalities, counties, and agencies.
Organized and detail oriented. Able to successfully multitask.
Must have strong Excel skills and proficiency in MS Project, Word and Outlook.
Ability to effectively draft presentations, articles, routine reports, proposals, and correspondence.
Excellent project management, communication (written and verbal), and leadership skills.
Demonstrated success in managing multiple tasks on time and meeting or exceeding quality standards, in fast-paced environments.
Valid driver license and automobile required for site visits and attending meetings at various locations.
Travel as necessary to events, meetings, partner and builder businesses, local and state government offices or to attend corporate or other meetings.
Physical & Office/Site Presence Requirements:
Regular, in-person attendance at communities, construction and job sites and other offices, including Freehold regional office, during regular work hours is an essential function of this job.
May be required to attend meetings in construction trailer at development sites.
Requires the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
This position will initially work remotely, with travel to project sites and other work-related locations. Freehold plans to open an office in the Wilmington area, the role will then work out of the Freehold office and at projects sites.
General Overview of Compensation & Benefits:
Freehold Capital Management offers competitive compensation that includes base salary, bonus and a comprehensive benefits package. Additional details about the hiring process, compensation and benefits will be provided by Human Resources during the hiring process.
Freehold Capital Management is an equal opportunity employer. All qualified applications will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy-related conditions, or any other characteristic protected by law.
We are committed to providing an inclusive and accessible recruiting experience for candidates with disabilities. To request an accommodation, please email ******************.
All offers of employment are contingent upon successful completion of a background screening process. Freehold uses E-Verify to confirm the identity and employment eligibility of all new hires.
$63k-86k yearly est. 1d ago
Medical Billing Account Manager II
Ems Management & Consul 3.6
Winston-Salem, NC jobs
Remote Opportunity
Focus on client satisfaction and retention by successfully managing the complete revenue cycle process, monitoring all operational aspects of the client account, maximizing account performance through in-depth analytics, and ensuring contractual compliance. Manage and respond to client inquiries with an emphasis on long-term partnership. Ensure optimum client performance by successfully and compliantly maximizing cash collections and A/R follow-up, while providing excellent service. Maintain a successful mentorship with Account Manager I's, focusing on employee enhancement and growth.
Major Responsibilities/Activities
Successfully manage multiple high profile clients through holistic revenue cycle and relationship managment excellence.
Maintain active mentorship program with Account Manager I's assisting with development in public speaking, handling difficult clients, conducting meaningful meetings and sharing best practices.
Improve client financial performance and advocate for our client's patients and communities by leveraging healthcare expertise, love for relationships and value of communication, and passion for finding truths and insights through analytics.
Directly responsible for the successful management and operation of the revenue cycle for a specific set of clients, to increase cash collections, increase account revenue, and decrease account revenue days to ensure desired outcomes are achieved.
Monitor and measure departmental outcomes in comparison to client commitments, and identify barriers and implement solutions, when desired outcomes are not achieved.
Understand the business needs of each client, and use this knowledge to ensure contracted service level agreements are consistently met and processes are monitored, and changed, if necessary, in order to meet and exceed client expectations.
Regularly review and analyze collections data, account revenue information, workflows, and billing processes. Proactively identify issues that may affect reimbursement or overall client performance.
Align internal and external project teams and other entities to enrich our client's experience through our services and technology offerings.
Enable our client's focus on safety and the highest quality patient care possible by communicating insightful financial and operational metrics, keeping abreast of and sharing compliance and regulatory updates, and maintaining surveillance on business performance.
Ensure clients enjoy the full benefit and value of their engagement of EMS|MC by fostering, identifying, and deepening high value and high impact relationships throughout our client's organizations.
Creatively identify opportunities to improve financial performance and capitalize on additional opportunities for revenue that align with our client's values and interests.
Foster continuing camaraderie, cultural alignment and growth, and internal impact through effective and professional written and verbal communication.
Maintain continuity of relationships with our clients and ensure EMS|MC alignment our client's goals and concerns through timely documentation of meetings and other significant interactions.
Manage risks and maximize opportunities for our new clients by managing, and participating in, implementation projects as EMS|MC continues to grow and deliver greater value to our clients and to the industry.
Safeguard the continuity of business process support for our clients by monitoring contract status and proactively engaging efforts to renew and extend beneficial engagement contracts.
Take advantage of EMS|MC University courses, external learning opportunities, and self-guided learning to drive continuous personal improvement
Other Responsibilities/Activities
Assist the Sales and Marketing departments by identifying new relationships through established networks, ensuring customer satisfaction to create “reference-able” clients.
Participate in company meetings, committees, employee events, client events, etc.
Serve as a resource and backup to other departments as directed to manage backlogs and address problems.
Conduct training and/or attend meetings to ensure thorough internal knowledge of client needs & specifications.
Perform other necessary tasks as assigned by supervisor.
Conduct all job tasks, duties, and interactions with professionalism, respect, confidentiality, a positive attitude, and in accordance with company compliance policies and applicable government regulations.
Consistently support and demonstrate the company vision and values.
Identify and communicate ideas for improved departmental and organizational efficiency, performance and continuous improvement efforts, especially lean or cost savings initiatives.
Completion and/or involvement in special projects.
Required Education, Skills, & Experience
Associates degree or higher in Business Administration, Healthcare, or related field.
3-5 years of account management or client facing experience strongly preferred
3-5 years experience related to healthcare or EMS billing and/or revenue cycle management strongly preferred
Successful experience in healthcare billing and reimbursement, client account management, sales, or marketing
Internal motivation and drive to learn and maintain knowledge of relevant payer, compliance and regulatory requirements and trends
Critical thinking and analytic skills
Comfort with public speaking to audiences of varying sizes and background
Strong listening, decision-making, time management, communication, and critical-thinking skills
Comfort with public speaking to audiences of varying sizes and background
Proficiency with Microsoft Office Suite and web-based application platforms
Willing and able to work extended hours as business needs require
Ability to travel up to 50%
Preferred Education, Skills, & Experience
Bachelor's degree in finance, healthcare, marketing, or another business-related field strongly preferred.
Career history that demonstrates progressively increasing levels of responsibility
Proficient in a variety of technology applications, including software packages and software-as-a-service-Salesforce.com, MS Project or Smartsheet experience
Working Environment/Physical Requirements
Travel required, sometimes on short notice
General office environment
Typing, sitting, standing, walking, some light lifting
Flexibility to work extended hours to support the business as required
Use of basic office equipment such as computer, fax, printer, copier, telephone
Here is what our employees have to say about working here!
"Working with EMS|MC has allowed me to grow in more ways than I can quantify. Within my 10 years with the company, I've thankfully not only been able to grow from a coding specialist through 5 additional positions, but I continuously grow within my current role. Each client and role bring change, but we are well supported by leadership and by peers. EMS|MC houses a culture for its employees like no other. I've never met a peer or leader within EMS|MC that isn't working towards the satisfaction of our teams and/or clients."
"The company does a great job in providing work-life balance and I feel genuinely cared for by the leadership. I appreciate that every member of the leadership team is hands-on within our business and is not afraid to roll up their sleeves to get a job accomplished. Many of our employees are great friends outside the organization which really speaks to the comradery that the teams have in working together for a common goal."
"It will be 6 years that I have been working with EMS|MC. I enjoy working for EMS|MC because the diversity of the group of people you get to work with is awesome. The training is top notch no matter what department you're hired to work in EMS|MC ensures you're equipped to do your job. EMS/MC offers professional growth and rewards their employees in unique ways."
"Working for EMSMC has been one of the best career changes I have made. There is so much opportunity for growth, development, exposure to great software and technology that no matter what you are doing now or want to learn in the future, there is plenty of options to get involved and grow. Outside of the opportunities your co-workers and teammates are willing to help and support you with tasks and are very responsive, knowledgeable, and always willing to help."
"Working at EMS|MC really showed me what a healthy work environment is. Here, I feel heard and capable with all the available resources given to me. I see myself growing here and would encourage anyone to also find a place here!"
"EMSMC is one of those rare companies that truly cares about the work environment that they have created. It is such a relief to finally work for a company that not only genuinely cares about its employees but takes significant measures to ensure a fair and positive work environment where every team member's voice is heard. EMSMC is a company that clearly states its values, goals, and expectations, while also providing more than adequate resources and support needed to thrive while achieving them."
"I enjoy showing up for work every day because of my amazing team! It feels like you are a part of a family. EMS Management & Consultant encourages growth. Every day is a new opportunity for me to learn and grow in my professional life. I have been with this company for about 5 years and have been promoted 3 times."
$42k-65k yearly est. Auto-Apply 60d+ ago
Disaster Recover Prog Analyst
City National Bank 4.9
Charlotte, NC jobs
WHAT IS THE OPPORTUNITY? Information Technology (IT) Disaster Recovery (DR) Program is in the second line of defense and is accountable for CNB's Disaster Recovery strategy, enabling CNB to provide independent oversight and effective review and challenge (R&C) of disaster recovery program. The Disaster Recovery Analyst is responsible for leading disaster recovery risk assessments, providing advice and independent challenge, monitoring metrics/key risk indicators, monitoring regulatory landscape for changes related to IT DR, conducting disaster recovery risk reviews and analysis, and reporting thematic risks to ensure the Disaster Recovery Risk Profile is fairly presented.
WHAT WILL YOU DO?
* Support the development and execution of the IT Disaster Recovery risk program and procedures consistent with City National Bank's and RBC's Risk Framework to ensure a sound control environment from an IT DR/Operational Resilience perspective.
* Key areas of responsibility include R&C of: disaster recovery exercises, IT Datacenter runbooks, IT Disaster Recovery Reporting and adequacy of IT Disaster Recovery controls.
* Monitoring (as needed) of DR tests to confirm adequacy of testing reports and conclusions. Monitoring of DR test may require some evening or weekend work which will be well known and established ahead of time. Working with stakeholders, subject matter experts, and analysis of reports to define issues, determine root cause, and determine appropriate changes.
* Assist with drafting reports and corrective action/remediation plans by providing observations and findings including any gaps in compliance with Bank policies and standards
* Maintain workpapers to support the timely and effective response to requests from Internal Audit or external regulators.
* Performs DR awareness training relating to DR Risk Management, including new and changing policies, systems, and methodologies.
* Assesses DR risks and policy/standard/procedure compliance relating to controls design, FLoD DR testing processes, FLoD DR testing results.
* Provides support of Internal Audits and Regulatory Exams.
* Understand and apply internal policies/procedures, laws and regulations and managing regulatory requirements including but not limited to: FFIEC, OCC, FINRA, Federal Reserve related to Disaster Recovery requirements.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 7 years practical Business Continuity, Disaster Recovery, and/Crisis Management experience
* Minimum 3 years of financial services experience
* Minimum 3 years of project management experience
*Additional Qualifications*
* BS in Computer Science or demonstrated equivalent experience
* Professional certification from the Disaster Recovery Institute, International or from The Business Continuity Institute (e.g. ABCP, CBCP, MBCP, MBCI, CRP and/or other Business Continuity or industry related certifications preferred.
* Strong skills in applying Disaster Recovery planning principles to various levels (staff, management and executive) of the company.
* Knowledge and understanding of crisis and emergency management.
* Project management skills, which include task identification, project planning, and ability to understand scope of recovery efforts, ability to coordinate critical activities during continuity exercises and events, and proficiency with tools required to pull project together.
* Fully proficient with Microsoft Office applications, including (but not limited to) Word, Excel, Visio, and PowerPoint.
* Advanced presentation skills and oral and written communication skills.
* Self-starter with the ability to work independently.
* Excellent interpersonal, organization, analytical, problem solving, critical thinking, communication, and prioritization skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $77,000 - 143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$77k-143k yearly 60d+ ago
Junior Loan Officer (Hybrid)
CMG Financial 4.8
Charleston, SC jobs
Team Loan Officer - The Local Team at CMG Home Loans (Charleston, SC | Hybrid)
Are you an experienced Loan Officer who loves helping clients but doesn't enjoy chasing leads? The Local Team at CMG Home Loans is looking for a Team Loan Officer to join our high-performing, relationship-driven group. We have a consistent flow of warm leads and referral opportunities - we just need another great teammate to help manage them with care, efficiency, and expertise.
About the Role
As a Team Loan Officer, you'll work closely with our Senior Loan Officers and support staff to:
Manage inbound leads from our existing client and referral partner network
Complete pre-approvals and guide clients through the early stages of the mortgage process
Review, collect, and organize borrower documentation
Communicate clearly and proactively with clients, agents, and internal partners
Maintain strong compliance and quality standards throughout the loan process
This is an excellent opportunity for a seasoned originator who excels in client service and loan structuring - but prefers a steady flow of business over active prospecting.
What We're Looking For
Minimum 3 years of experience in residential mortgage lending or loan origination
Strong understanding of agency, FHA, VA, and jumbo guidelines
Excellent organizational skills and attention to detail
Confident and professional communication skills (both phone and email)
Effective time management and task prioritization
Licensed Loan Officer (NMLS active)
Based in or near Charleston, SC (hybrid remote/in-office schedule available)
Why Join The Local Team
Access to abundant, high-quality leads - no cold calling or door knocking required
Supportive team environment focused on collaboration and client experience
Established systems and processes to help you focus on what you do best
Backed by CMG Home Loans, an industry leader known for innovation and stability
SUPERVISORY RESPONSIBILITIES: Direct Reports: N/A
PHYSICAL and ENVIRONMENTAL CONDITIONS:
This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.
Compensation
Competitive compensation structure commensurate with experience and production
Full benefits package through CMG Home Loans
If you're a skilled Loan Officer ready to focus on relationships, efficiency, and great client outcomes - we'd love to hear from you.
CMG Financial is an equal opportunity employer and does not unlawfully discriminate in employment decisions. CMG will consider all qualified applicants without regard to race, religion, national origin, sex, age, veteran status, disability, familial status, marital status, actual or perceived sexual orientation, or actual or perceived gender identity. Applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of CMG Financial or reach out to [email protected].
CMG MORTGAGE, INC. NMLS #1820 If you are a recruiter or placement agency, please do not submit resumes to any person or email address at CMG Financial prior to having a signed agreement . CMG Financial is not liable for and will not pay placement fees for candidates submitted by any agency other than its approved recruitment partners. Furthermore, any resumes sent to us without an agreement in place will be considered your company's gift to CMG Financial and may be forwarded to our recruiters for their attention.
$40k-56k yearly est. Auto-Apply 1h ago
Fraud Investigator
Nymbus, Inc. 4.4
Jacksonville, FL jobs
Job Description
Nymbus (******************** is a high growth fintech company that enables financial institutions to transform their capabilities and drive value in today's digital finance world.
At Nymbus, we believe when you set off on the path to innovation you should feel excitement and confidence, not fear and dread. With Nymbus we are bringing delight back into the banking process. We want our partners to be thrilled about the possibilities we are creating together and the lasting impact our collaboration will bring to the industry and consumers.
The journey to growth begins with doing something different. And that journey starts with the great people that make Nymbus. Thank you for considering and entrusting Nymbus to be the catalyst that helps take your career through your next chapter.
WORK ENVIRONMENT:
We are a remote first company. This role, as most of our positions, is remote. You may be required at times to visit client sites or attend meetings at designated locations.
POSITION SUMMARY:
The Fraud Investigator plays a critical role in protecting the financial assets, operational integrity, and reputation of Nymbus clients by leading advanced investigations into complex and high-impact fraud cases across multiple payment channels and products. This role involves the proactive identification of suspicious patterns and anomalies through the review of transactional data, case alerts, and non-alert-based referrals from both internal and external sources.
The Investigator will perform in-depth case analysis, connect cross-channel and cross-client fraud activity, and determine the root cause of fraudulent behavior. They will work directly with clients to present investigative findings, provide recommendations for risk mitigation, and ensure timely resolution of escalated cases. This includes preparing comprehensive reports, tracking key trends, and recommending targeted process enhancements.
Collaboration is essential, as the Fraud Investigator partners closely with internal operations teams, external client contacts, and third-party fraud detection platforms to resolve cases efficiently and in compliance with regulatory standards. The role also involves drafting and maintaining investigative procedures, mentoring Fraud Analysts, and contributing to the development of enterprise-wide fraud prevention strategies.
The ideal candidate will have proven expertise in fraud investigation, strong pattern-recognition skills, deep knowledge of financial regulations, and the ability to work effectively under pressure in a high-volume, deadline-driven environment.
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:
Include, but are not limited to:
Lead end-to-end investigations into complex and high-impact fraud cases, ensuring timely and thorough resolution.
Analyze transactional data across multiple sources to identify patterns, trends, and emerging fraud typologies.
Develop and maintain detailed fraud reports for clients, highlighting findings, trends, and recommended actions.
Collaborate with internal operational and support teams to ensure accurate documentation, escalation, and resolution of fraud incidents.
Work with clients to provide investigative updates, final case reports, and recommended preventive measures.
Conduct in-depth reviews of customer claims involving Debit card, Credit card, ACH, P2P, Bill Payments, and other payment channels, with a focus on complex and recurring cases.
Identify gaps and recommend procedural enhancements to strengthen fraud prevention measures.
Draft, update, and maintain fraud investigation procedures and best practices documentation.
Serve as a subject matter expert for escalated fraud inquiries from Fraud Analysts and other team members.
Track and report investigation metrics for client review.
Stay current on industry fraud trends, regulatory changes, and compliance requirements to ensure investigative processes remain effective.
Provide training and mentorship to Fraud Analysts on investigative techniques and case handling.
QUALIFICATIONS:
Associates degree in Business, Criminal Justice, Finance, or a related field preferred.
Minimum 5 years of experience in fraud investigation or advanced fraud analysis, preferably in a financial institution or fintech environment.
Proven track record managing complex investigations from initiation to resolution.
Strong understanding of fraud detection tools and platforms (e.g., Verafin, DataVisor) and the ability to leverage multiple systems for analysis.
Fraud certification (CFE, CFCI, or equivalent) strongly preferred.
Expertise in identifying patterns, connecting data points, and recognizing emerging fraud trends.
Strong understanding of banking operations, payment systems, and relevant regulations.
Exceptional written and verbal communication skills, including the ability to prepare and deliver investigation reports to diverse audiences.
Proven analytical, research, and problem-solving skills, with a detail-oriented mindset.
Ability to work independently on complex assignments while collaborating effectively with cross-functional teams.
Proficient in Microsoft Office and Google applications, with strong Excel and data analysis skills.
Comfortable navigating multiple systems and applications in a fast-paced, deadline-driven environment.
HOURS:
Monday - Friday, 8:00 AM - 5:00 PM EST
Rotating weekend coverage as scheduled
Occasional flexibility may be required for urgent investigations or client needs.
SALARY & BENEFITS:
$65,000 - $75,000 Annual Salary
Annual Cash Bonus and Equity Options commensurate with the role level and experience
100% Fully Remote
Robust 401(k) plan with company match
Insurance - Health, Dental and Vision (Nymbus covers 100% of the Healthcare and Basic Dental premiums)
Flexible Paid Time Off
Ready to join? We invite you to watch this video and learn who we are and how we build and innovates together!
Let's Go!
$65k-75k yearly 8d ago
Remote Equity Trader Position
T3 Trading Group 3.7
Huntsville, AL jobs
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$54k-100k yearly est. Easy Apply 60d+ ago
Business Transformation Strategist
Grow Financial Federal Credit Union 4.1
Tampa, FL jobs
At Grow Financial Federal Credit Union, we believe in service - to our 300,000 members, 600 team members and local communities. We're not just your average bank. We're a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. Consistently named a Top Workplace by the Tampa Bay Times among multiple national awards we strive to develop a diverse, collaborative culture where you can grow personally and professionally.
Our “work from where you do your best work” strategy provides flexibility to our team members - who currently reside across the U.S. - with a variety of remote, hybrid and in-person roles. We enjoy plenty of opportunities to stay connected through video collaboration, digital tools, community service initiatives and numerous activities. Whether you thrive in a remote setting, prefer the energy of in-person collaboration or seek a balance between the two, you'll find your fit here. Join us as we seek to make things grow - people, communities, money and dreams.
Grow Financial is headquartered in Tampa, FL. For remote roles, candidates must be located in the following states:
AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, KY, LA, MS, MO, MT, NE, NH, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, WI, WY.
Some of our Benefits/Perks:
Remote/Work From Home Available
Medical/Dental/Vision Insurance
Employee discount on loans Team members qualify for a discount on consumer loans.
Professional Development Reimbursement of up to $5,250 per year for full-time team members.
Paid Time Off 15 days/year & over 10 Paid Holidays
Paid Volunteer Days Grow provides two bi-annual paid volunteer days to all team members.
Retirement Benefits (401K) Grow matches up to 8% for team members.
Growth Potential In-house training department dedicated to helping our team members reach their maximum potential.
Responsibilities
This is an exciting opportunity for people who love data and process to join our Credit Union as we continue on our transformation journey. We are looking for a Business Transformation Strategist to support our people, product and process verticals.
The Business Transformation Strategist plans, executes, leads and oversees cross functional end-to-end delivery of process improvement and transformation initiatives throughout the lifecycle of largescale, highly complex projects or programs to enhance process capability. The Business Transformation Strategist provides advisory support, direction and guidance to assigned resources, stakeholders and executives of the projects and/or program as well as educates and creates awareness of Process Improvement / Transformation methodologies across the Credit Union.
Qualifications
REQUIRED SKILLS/EXPERIENCE:
Bachelor's degree from an accredited university in business, engineering or related required.
Minimum 5 years' related process improvement experience required.
Lean Six Sigma Black Belt Certification required.
Demonstrated experience with tools and methodologies including DMAIC, Lean, Kaizen, and DFSS.
Technical skills to include data visualization in Power BI or Tableau required.
Financial acumen: Ability to link process performance with clear financial impact for both current and improved state using metrics and data.
PHYSICAL DEMANDS
Must be able to sit for extended periods of time.
Must be able to read, write, speak and type English.
Must be able to hear and use a telephone.
Use of computer requires repetitive keystrokes.
WORK ENVIRONMENT
Traditional office setting. Remote work available.
Sedentary role
Apply online toady!
An Equal Opportunity Employer Minorities/Females/Veteran/Disabled
#LI-Remote
$48k-72k yearly est. Auto-Apply 60d+ ago
Regional Account Underwriter II
The Hartford 4.5
Lake Mary, FL jobs
Regional Accounts Underwriter II - UO08LE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We're in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They're at the center of everything we do - and by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.
Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, doing things the way they've always been done isn't a part of the job.
Here, you'll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you'll have any number of opportunities for your career to grow in whatever direction you choose.
We'll Be a Good Match if You Have:
* A customer-first mindset, putting our customers at the center of everything you do.
* A passion for making decisions through both analyzing h data and employing critical thinking skills.
* A team spirit and desire to work collaboratively.
* A financial mindset to help make the best decisions.
* Ability to own our work and following through on commitments.
* Ability to decipher and execute within a fluid and changing business environment.
* An understanding of how to build relationships and trust among diverse groups.
* The ability to advance their careers into technical OR leadership positions.
Qualifications:
* Bachelor's Degree strongly preferred, or equivalent combination of education, training, and experience.
* 3 + years of P&C OR Employee Benefits underwriting experience.
* Demonstrated success in developing and maintaining solid relationships with all internal and external business partners.
* Excellent communication, interpersonal and presentation skills
* An ability to think analytically about business problems, make recommendations and propose solutions.
* High energy self-starter, who is resilient and has an entrepreneurial spirit.
* Demonstration of solid time, organizational, and desk management skills
* Goal-oriented and delivers outcomes.
* Ability to challenge the status quo and compete to win.
* Superior technical knowledge and sound decision-making and analytical skill
Job Description:
* Moderate level of proficiency in underwriting skills established underwriting both RA and PA cases as required
* Underwrites cases from 1,000 to 5,000 lives
* Works directly with Sales, Brokers and Field personnel on new business, renewal and service issues.
* Applies all GBD Underwriting guidelines when making decisions
* Proficient knowledge of laws, regulations and governance.
* Demonstrates understanding of the elements of pricing including risk factors, manual rates, risk classification, pricing targets and reinsurance.
* Negotiates prices and benefit options with the sales team and brokers
* Established and effective presentation skills for internal underwriting discussions as well as potential external client discussions
This role can have a Hybrid or Remote work schedule. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work schedule, with the expectation of coming into an office as business needs arise.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$61,600 - $92,400
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
$61.6k-92.4k yearly Auto-Apply 2d ago
Supervisor, Customer Retention (Remote)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Supervisor - Back Office? Globe Life is looking for a Customer Retention Supervisor - Back Office to join the team!
In this role, you will be responsible for managing reinstatement processes and contact center transactions for various Globe Life Brands. The Customer Retention Supervisor - Back Office will assist with overseeing, tracking, and processing agent conversations for the Customer Retention Department. This position will also oversee waiver of premium and payment processing functions performed from call center retention efforts.
This is a remote/work-from-home position.
What You Will Do:
* Routinely monitor and assign tasks received in Back Office.
* Monitor KPI targets for processing within an acceptable time and accuracy expectation.
* Ensure audit targets are met and quality feedback is provided.
* Assisting Agents with escalation and reinstatement questions.
* Partner with the field to ensure all questions and concerns are handled timely.
* Complete reporting for all Reinstatement Initiatives.
* Provide Management with status updates or trends.
* Assisting in all positions as needed.
* Review and approve refunds processed by Reinstatement Clerks.
* Manage a team of clerks with varying skill level.
* Review/approve/edit timesheets through Kronos.
* Oversee the overall work product of the group to ensure accuracy.
* Hire new staff as necessary.
* Facilitate corrective actions and employee improvement plans as necessary.
* Responsible for ensuring department goals are met.
What You Can Bring:
* High School Equivalent.
* Associate degree and/or equivalent work experience.
* 3 years of previous supervisory experience required.
* Insurance experience preferred.
* Ability to work independently and meet deadlines.
* Ability to manage remote employees.
* Requires leadership and people skills.
* Strong organizational and time management skills.
* Ability to handle multiple projects at once.
* Organizational skills and attention to detail.
* Excellent verbal communication skills and ability to interact professionally with a diverse group.
* Excellent MS Office skills required (Word, Excel, and Access a plus).
* Ability to run basic SQL queries.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, Texas
$33k-37k yearly est. 19d ago
Business Systems Manager
Citizens Community Bancorp, Inc. 4.3
Hudson, WI jobs
Are you passionate about bridging business needs with technology solutions? At CCFBank, we're looking for a Business Systems Manager who thrives on optimizing processes, driving innovation, and collaborating across teams. In this role, you'll be at the heart of our technology ecosystem-ensuring our systems run smoothly, leading impactful projects, and shaping the future of banking efficiency.
The ideal candidate is a strategic thinker and problem solver with a passion for leveraging technology to improve business processes. They have a deep understanding of Fiserv Premier and related banking systems, combined with strong analytical skills to identify opportunities for optimization. This person thrives in a collaborative environment, engaging stakeholders across departments to translate business needs into actionable technical solutions.
The individual in this position must be located within 200 miles of one of our CCFBank locations (*******************************
Primary Responsibilities
System Analysis & Optimization
* Maintain deep expertise in Fiserv Premier, Fiserv BPM, Fiserv Director and related applications.
* Continuously evaluate current systems to identify challenges and opportunities for business process and technology improvement.
* Perform ongoing maintenance and periodic reviews of assigned systems and applications.
* Proactively identify problems and opportunities, developing comprehensive solutions.
Project Leadership & Change Management
* Lead the Fiserv Committee's evaluation, coordination, and release note change management processes.
* Ensure business impacts are identified, understood, and managed through structured change management.
Requirements & Stakeholder Engagement
* Meet with stakeholders across departments to understand business needs.
* Translate business requirements into clear, actionable technical specifications.
Solution Design & Implementation
* Lead the design, development, and implementation of new business processes, software, or hardware solutions.
* Administer technical and business process changes to test and production systems, ensuring proper change management documentation is created and adherence to approval gates occurs.
Testing & Pre-Implementation
* Conduct or coordinate user acceptance, performance, stress, regression, and integration testing.
* Oversee all pre-implementation activities, including:
* Creating conversion scripts and test cases
* Updating workflows
* Modifying and running reports
* Evaluating new processes for adverse impacts
* Support business line personnel in updating operational procedures and developing training to boost productivity and reduce risk.
Compliance, Quality Control & Support
* Troubleshoot system issues and provide end-user support.
* Supports IT Techs by responding to inquiries; provide daily operations and system support to personnel.
* Deliver daily operational assistance and guidance to bank personnel.
* Support internal and external audit reviews and risk assessments.
* Recommend and initiate corrective actions to management.
* Ensure compliance with bank policies, procedures, and all applicable state and federal regulations, including Bank Secrecy Act (BSA) responsibilities.
Minimum Education and Experience Qualifications
* Bachelor's degree in Computer Science, Business Information Systems, Information Technology or a related field
* 5+ years of experience working with Fiserv Premier or equivalent core banking platform
* 5+ years of experience in loan and deposit business systems and compliance.
* In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.
Desired Education and Experience
* Advanced knowledge of the Mortgage, Commercial and Consumer lending business generally demonstrated by 7+ years working with Mortgage, Commercial, or Consumer lending operations team, or in a related Compliance role.
* Report writing and data analytics experience preferred
* Project management experience preferred
* Successful process automation experience preferred
* Knowledge of compliance relating to consumer, mortgage, and commercial lending.
* Knowledge of loan documentation for consumer, mortgage, and commercial loans.
What's in it for you?
* Full Time, 40 hours per week.
* Monday - Friday work week.
* Competitive Pay.
* Eligible for an annual bonus based on company goals and performance.
Perks:
* Health, Vision & Dental Plans
* Health Savings Account (HSA) with CCF Contributions
* Employer Paid Life Insurance and Long Term Disability Plans
* Voluntary Life Insurance and Short Term Disability Plans
* Accident, Critical Illness, and Hospital Indemnity Plans
* Benefits Care Advocate
* Flexible Spending Account
* Health Reimbursement Arrangement (HRA)
* 401K Retirement Plan and Company Match
* Paid Time Off and Paid Holidays
* Time Off for Bereavement Leave, Parental Leave, and Voting
* Paid Time Off Donation
* Paid Time Off Cash Out
* Company-Wide Wellness Program
* Employee Assistance Program (EAP)
* Colleague Referral Program
* Education Reimbursement Program
* Career Planning
* Remote Work Arrangements
* Colleague Pricing on Secondary Market Mortgage Loans
* Colleague Beyond Save & Spend Accounts Perks
* Discount Program
What can you expect from us?
At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers.
We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them.
Learn more here about how we make more possible: ***********************
Ready to be part of our financial family? Apply online at ccf.us!
If you need assistance applying, contact us at ********* and we will attempt to meet your needs.
In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.
CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans.
* Please note, we are hiring for one position but are flexible on location for the correct candidate as long as they reside within 200 miles of a CCFBank location.
$89k-109k yearly est. 25d ago
Insurance Underwriter (commercial lines)
Arc Group 4.3
Oakland Park, FL jobs
Job DescriptionINSURANCE UNDERWRITER (commercial auto - remote) ARC Group seeks a Commercial Insurance Underwriter to join our direct in their Ft. Lauderdale, FL offices. There is a preference for Underwriters in FL but those from surrounding gulf and eastern seaboard states will be considered for remote work.
The Commercial Insurance Underwriter will report to the Underwriting Operations Manager and be responsible for examining new business submissions for eligibility, carefully evaluating each application for coverage in order to determine if the risk is acceptable.
The Underwriter will verify if additional information is needed prior to making a decision to offer a proposal; should be able to confidently suggest if an account would need to be declined following established Underwriting Guidelines, appropriate joint review / consultation with Underwriting Operations Manager.
Thiis is a fantastic opportunity to get onboard an established and well-respected organization that values its employees. Our client offers a competitive compensation package, health insurance, retirement plans, and the opportunity to make a profound impact on our client insurance underwriting team.
Commercial Insurance Underwriter Responsibilities:
Reviewing of initial information provided by prospective insured / agents.
Quote preparation, including continuous communication with prospective insured / agent until policy binds / it is decided it will not move forward.
Pricing / rating of new submissions following established guidelines and parameters / discussion with Underwriting Operations Manager.
Maintaining and building relationships with insureds and agents.
Providing customer service.
Contributing to achieving and maintaining production goals.
Monitoring and facilitating Underwriting Assistants duties, particularly aiding with specific endorsement requests that might require expert review / opinion, bind requests review for accuracy, etc.
Monitoring and facilitating Renewal Underwriters duties, including but not limited to renewal evaluations, renewal revisions, review and processing of bind requests, when necessary, etc.
Assisting in a variety of administrative tasks.
Commercial Insurance Underwriter Requirements:
Must have 3-5 years of commercial insurance underwriting experience, outstanding customer service and communication skills (verbal and written), and attention to detail.
A college degree is preferred but not required
Would you like to know more about our new opportunity? You can apply online while viewing all open jobs at *******************
ARC Group is a Forbes-ranked a top 20 recruiting and executive search firm working with clients nationwide to recruit the highest quality technical resources. We have achieved this by understanding both our candidate's and client's needs and goals and serving both with integrity and a shared desire to succeed.
ARC Group is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.
We are a no-fee agency to candidates.
$45k-106k yearly est. 13d ago
Disaster Recover Prog Analyst
City National Bank 4.9
Phoenix, AZ jobs
WHAT IS THE OPPORTUNITY? Information Technology (IT) Disaster Recovery (DR) Program is in the second line of defense and is accountable for CNB's Disaster Recovery strategy, enabling CNB to provide independent oversight and effective review and challenge (R&C) of disaster recovery program. The Disaster Recovery Analyst is responsible for leading disaster recovery risk assessments, providing advice and independent challenge, monitoring metrics/key risk indicators, monitoring regulatory landscape for changes related to IT DR, conducting disaster recovery risk reviews and analysis, and reporting thematic risks to ensure the Disaster Recovery Risk Profile is fairly presented.
WHAT WILL YOU DO?
* Support the development and execution of the IT Disaster Recovery risk program and procedures consistent with City National Bank's and RBC's Risk Framework to ensure a sound control environment from an IT DR/Operational Resilience perspective.
* Key areas of responsibility include R&C of: disaster recovery exercises, IT Datacenter runbooks, IT Disaster Recovery Reporting and adequacy of IT Disaster Recovery controls.
* Monitoring (as needed) of DR tests to confirm adequacy of testing reports and conclusions. Monitoring of DR test may require some evening or weekend work which will be well known and established ahead of time. Working with stakeholders, subject matter experts, and analysis of reports to define issues, determine root cause, and determine appropriate changes.
* Assist with drafting reports and corrective action/remediation plans by providing observations and findings including any gaps in compliance with Bank policies and standards
* Maintain workpapers to support the timely and effective response to requests from Internal Audit or external regulators.
* Performs DR awareness training relating to DR Risk Management, including new and changing policies, systems, and methodologies.
* Assesses DR risks and policy/standard/procedure compliance relating to controls design, FLoD DR testing processes, FLoD DR testing results.
* Provides support of Internal Audits and Regulatory Exams.
* Understand and apply internal policies/procedures, laws and regulations and managing regulatory requirements including but not limited to: FFIEC, OCC, FINRA, Federal Reserve related to Disaster Recovery requirements.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 7 years practical Business Continuity, Disaster Recovery, and/Crisis Management experience
* Minimum 3 years of financial services experience
* Minimum 3 years of project management experience
*Additional Qualifications*
* BS in Computer Science or demonstrated equivalent experience
* Professional certification from the Disaster Recovery Institute, International or from The Business Continuity Institute (e.g. ABCP, CBCP, MBCP, MBCI, CRP and/or other Business Continuity or industry related certifications preferred.
* Strong skills in applying Disaster Recovery planning principles to various levels (staff, management and executive) of the company.
* Knowledge and understanding of crisis and emergency management.
* Project management skills, which include task identification, project planning, and ability to understand scope of recovery efforts, ability to coordinate critical activities during continuity exercises and events, and proficiency with tools required to pull project together.
* Fully proficient with Microsoft Office applications, including (but not limited to) Word, Excel, Visio, and PowerPoint.
* Advanced presentation skills and oral and written communication skills.
* Self-starter with the ability to work independently.
* Excellent interpersonal, organization, analytical, problem solving, critical thinking, communication, and prioritization skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $77,000 - 143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$77k-143k yearly 60d+ ago
Business Systems Manager
Citizens Community Bancorp, Inc. 4.3
La Crosse, WI jobs
Are you passionate about bridging business needs with technology solutions? At CCFBank, we're looking for a Business Systems Manager who thrives on optimizing processes, driving innovation, and collaborating across teams. In this role, you'll be at the heart of our technology ecosystem-ensuring our systems run smoothly, leading impactful projects, and shaping the future of banking efficiency.
The ideal candidate is a strategic thinker and problem solver with a passion for leveraging technology to improve business processes. They have a deep understanding of Fiserv Premier and related banking systems, combined with strong analytical skills to identify opportunities for optimization. This person thrives in a collaborative environment, engaging stakeholders across departments to translate business needs into actionable technical solutions.
The individual in this position must be located within 200 miles of one of our CCFBank locations (*******************************
Primary Responsibilities
System Analysis & Optimization
* Maintain deep expertise in Fiserv Premier, Fiserv BPM, Fiserv Director and related applications.
* Continuously evaluate current systems to identify challenges and opportunities for business process and technology improvement.
* Perform ongoing maintenance and periodic reviews of assigned systems and applications.
* Proactively identify problems and opportunities, developing comprehensive solutions.
Project Leadership & Change Management
* Lead the Fiserv Committee's evaluation, coordination, and release note change management processes.
* Ensure business impacts are identified, understood, and managed through structured change management.
Requirements & Stakeholder Engagement
* Meet with stakeholders across departments to understand business needs.
* Translate business requirements into clear, actionable technical specifications.
Solution Design & Implementation
* Lead the design, development, and implementation of new business processes, software, or hardware solutions.
* Administer technical and business process changes to test and production systems, ensuring proper change management documentation is created and adherence to approval gates occurs.
Testing & Pre-Implementation
* Conduct or coordinate user acceptance, performance, stress, regression, and integration testing.
* Oversee all pre-implementation activities, including:
* Creating conversion scripts and test cases
* Updating workflows
* Modifying and running reports
* Evaluating new processes for adverse impacts
* Support business line personnel in updating operational procedures and developing training to boost productivity and reduce risk.
Compliance, Quality Control & Support
* Troubleshoot system issues and provide end-user support.
* Supports IT Techs by responding to inquiries; provide daily operations and system support to personnel.
* Deliver daily operational assistance and guidance to bank personnel.
* Support internal and external audit reviews and risk assessments.
* Recommend and initiate corrective actions to management.
* Ensure compliance with bank policies, procedures, and all applicable state and federal regulations, including Bank Secrecy Act (BSA) responsibilities.
Minimum Education and Experience Qualifications
* Bachelor's degree in Computer Science, Business Information Systems, Information Technology or a related field
* 5+ years of experience working with Fiserv Premier or equivalent core banking platform
* 5+ years of experience in loan and deposit business systems and compliance.
* In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.
Desired Education and Experience
* Advanced knowledge of the Mortgage, Commercial and Consumer lending business generally demonstrated by 7+ years working with Mortgage, Commercial, or Consumer lending operations team, or in a related Compliance role.
* Report writing and data analytics experience preferred
* Project management experience preferred
* Successful process automation experience preferred
* Knowledge of compliance relating to consumer, mortgage, and commercial lending.
* Knowledge of loan documentation for consumer, mortgage, and commercial loans.
What's in it for you?
* Full Time, 40 hours per week.
* Monday - Friday work week.
* Competitive Pay.
* Eligible for an annual bonus based on company goals and performance.
Perks:
* Health, Vision & Dental Plans
* Health Savings Account (HSA) with CCF Contributions
* Employer Paid Life Insurance and Long Term Disability Plans
* Voluntary Life Insurance and Short Term Disability Plans
* Accident, Critical Illness, and Hospital Indemnity Plans
* Benefits Care Advocate
* Flexible Spending Account
* Health Reimbursement Arrangement (HRA)
* 401K Retirement Plan and Company Match
* Paid Time Off and Paid Holidays
* Time Off for Bereavement Leave, Parental Leave, and Voting
* Paid Time Off Donation
* Paid Time Off Cash Out
* Company-Wide Wellness Program
* Employee Assistance Program (EAP)
* Colleague Referral Program
* Education Reimbursement Program
* Career Planning
* Remote Work Arrangements
* Colleague Pricing on Secondary Market Mortgage Loans
* Colleague Beyond Save & Spend Accounts Perks
* Discount Program
What can you expect from us?
At CCFBank you are more than just a number, you are a partner to our team. We are dedicated to investing in our colleagues and providing them with tools they need to grow and develop their careers.
We prioritize the needs of our community by allocating resources and encouraging colleague involvement across the regions we operate in. We are proud to be a part of our local communities, and we look forward to continuing to support and serve them.
Learn more here about how we make more possible: ***********************
Ready to be part of our financial family? Apply online at ccf.us!
If you need assistance applying, contact us at ********* and we will attempt to meet your needs.
In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.
CCFBank is committed to fostering and cultivating an inclusive and diverse culture and we are proud to be an Equal Opportunity Employer, including disability and veterans.
* Please note, we are hiring for one position but are flexible on location for the correct candidate as long as they reside within 200 miles of a CCFBank location.