Risk analyst jobs in Greenville, SC - 60 jobs

Hours: 40 Pay Details: $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Central Supervision Analyst is a FINRA and SEC regulatory supervisory principal position with the Central Office of Supervisory Jurisdiction (OSJ). This role assists in the regulatory oversight for TD Private Client Wealth, (TDPCW), a US registered Investment Advisory Service and a US Broker Dealer and TD Wealth Management Services Inc. (TDWMSI). The Central Supervision Analyst performs essential trade surveillance and electronic communications monitoring functions. This role performs these monitoring functions, including the escalation of identified trades, trends/patterns, and flagged electronic communications. This role works closely with the supervision, operations, compliance, and risk departments of the US Wealth organization. Depth & Scope: Performs various monitoring activities including trade and electronic communication reviews on a day-to-day basis, adhering to established SLAs Reviews and dispositions flagged trades, trends and patterns identified by the FIS Supervision Compliance Manager (FIS CM) automated surveillance system and escalates matters to the field supervision team Reviews and dispositions identified electronic communications, including email, texting, and social media and escalates matters to the field supervision team Performs employee trade monitoring and other supervisory functions delegated to the Centralized Supervisory Unit Prepares various trend reporting used by the field supervision team in their oversight of Firm business to help identify trends areas of concern Responds to inquiries, both internal and external, to produce various evidence of performed activities, as needed Assists with the development and maintenance of the department's written supervisory and desktop procedures Proactively identifies areas for process improvement and/or enhanced risk identification Education & Experience: College degree or equivalent experience required. 5+ years of Brokerage industry experience FINRA Series 7 Required FINRA Series 24 Required (or FINRA Series 9/10) (Required or ability to obtain within scheduled time) State Life & Health Insurance License (Preferred) FINRA Series 65 or 66 (Preferred) FINRA Series 63 (Preferred) Computer skills: In addition to MS Office software, experience in platform systems preferred (i.e., Global Relay, FIS Supervision Compliance Manager, Smarsh, Sprinklr, etc.) Ability to communicate effectively with all levels of staff and management. Ability to prioritize and multi-task with a high degree of accuracy. Ability to solve problems in a fast paced & ever-changing regulatory environment. Effective organization, time management, and follow up of work. Ability to obtain additional licensing, as required OCC Language: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional. Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous. Reading, writing and comprehending instructions - Continuous. Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Job Purpose We are seeking a strategic, analytical, and forward-thinking Strategy Analyst to join our Strategy & Business Development team. This role is ideal for a candidate who thrives on solving complex business problems, developing financial models, and shaping long-term growth strategies. You will work closely with senior leadership to drive data-informed decisions, optimize performance, and identify new growth opportunities in a dynamic, regulated environment. This is a high-impact role that blends financial analysis, strategic planning, and cross-functional collaboration. The ideal candidate brings a consulting mindset, strong communication skills, and a passion for driving transformation and innovation. Duties and Responsibilities Strategic Analysis & Planning * Partner with senior leadership to define and refine the company's growth strategy and long-term strategic roadmap. * Apply structured, hypothesis-driven problem solving to identify root causes of business challenges and evaluate strategic alternatives. * Translate strategic objectives into actionable initiatives and performance metrics. Financial Modeling & Scenario Analysis * Develop and maintain complex financial models to forecast business scenarios, assess risk, and evaluate the financial impact of strategic options. * Conduct pricing, portfolio performance, and risk assessment modeling using tools such as Excel, SQL, or Python. * Owns M&A and partnership evaluations by assessing financial viability, integration risks, and strategic fit. Market Research & Competitive Intelligence * Continuously monitor industry trends, emerging technologies, competitor strategies, and regulatory developments. * Provide thought leadership on market dynamics and articulate strategic implications for the business. * Benchmark performance metrics and identify opportunities for product diversification, geographic expansion, or operational improvement. Cross-Functional Collaboration * Lead and collaborate with cross-functional teams (e.g. Finance, Risk, Operations, Compliance) to design and implement strategic initiatives. * Ensure alignment of departmental plans with overall business strategy and regulatory requirements (e.g., FCRA, TILA). * Integrate compliance and risk considerations into strategic planning and execution. Executive Communication & Reporting * Synthesize complex analyses into clear, compelling presentations, dashboards, and reports for executive leadership and the Board. * Communicate strategic recommendations and business cases using storytelling, data visualization, and persuasive narratives. * Prepare executive- and board-level documents and scenario analyses to support strategic decision-making. * Own prioritization and execution of strategic initiatives, using project management skills to ensure timely progress and cross-functional alignment. * Track performance against strategic goals and provide insights to refine execution plans. Minimum Qualifications * Bachelor's degree in Finance, Economics, Engineering, Business Analytics, or a related field. * 2 to 5 years of experience in financial analysis, strategy consulting, or investment research, preferably within lending, consumer finance, or banking sectors. * Proven experience in data analysis and modeling, including deep financial valuation analysis, loan performance, pricing, and risk metrics. * Strong understanding of financial regulations and compliance standards in the lending industry. Preferred Qualifications * Prior experience at a top-tier consulting firm, asset management firm or financial institution * CFA, MBA, or advanced degree is a plus but not required. * Familiarity with subprime-specific challenges such as high-risk borrower segmentation, collateral valuation, and loss mitigation strategies. Key Skills and Traits * Proficiency in analytical tools and software (Excel, Tableau, Sigma); experience with SQL, Python, or R is a plus. * Strategic mindset with excellent problem-solving abilities and business acumen. * Exceptional communication skills for presenting complex findings to non-technical stakeholders. * Ability to work independently in a fast-paced, high-growth environment while managing multiple priorities. * Comfortable working with AI-enabled tools and adapting practices as technology evolves. * Knowledge of machine learning techniques for predictive modeling (e.g., credit risk scoring) is advantageous. Working Conditions This position works in an office environment. Compensation for this position varies by experience and location. The expected range is between $150,000 and $225,000 If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.

Job DescriptionAbout Us World Insurance Associates is a unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local agents. We are one of the fastest-growing insurance brokers in the top 20 in the U.S. and we offer you the opportunity to develop your skills in a rapidly expanding organization. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Position Summary The WORLD Internship Program is a 10-week program aimed to develop a bench of talented professionals who will be able to join us after college graduation. As a Summer Intern, you will gain an understanding of the Insurance Industry and the distribution models for Insurance Products. The program will provide you with a broad understanding of the insurance brokerage cycle from identifying and properly marketing risks, building a service timeline, implementing service requests, and working through a renewal. You will be placed in our Commercial Lines department for the duration of the summer: Primary Responsibilities You will work alongside our team and help drive the timely and accurate completion of assigned tasks: Processing renewal of ID cards and policy change requests Carrier document attachments and Certificates of Insurance Shadowing client calls and Client Advisor or Carrier visits Data management work Additional tasks that could be beneficial to the intern You will support the development of positive relationships with clients and teammates by providing high levels of advocacy, excellent service, and professional communication. Key components of the program include In addition to the work, you do with your manager daily, you'll have the opportunity to participate in programs and events over the 10 weeks. Intern Orientation and Closing Presentation at Iselin, New Jersey headquarters Speaker Presentations, Town Halls, Monthly webinars by Executive Leadership Learning from our CEO and COO about World's business strategy, operating model, and key priorities Self-paced online program provided by the Council for Insurance Agents and Brokers Fun networking, volunteer, and social events Developmental workshops Qualifications Must be enrolled in a business program at an accredited university or college and graduating in May 2027 or December 2026. (Graduates and students enrolled in Insurance and Risk Management programs strongly preferred) Must be willing to work onsite, M-F between 9 a.m. and 5 p.m. (we do not offer remote internships) Prior customer support experience preferred. Possess strong organization / administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability to actively listen, and problem solve with minimal assistance. The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude. What You'll Gain: You will have the opportunity to learn how World helps clients improve financial performance while protecting them from risk exposure. You will have the opportunity to build a foundation for a solid career in a stable industry with a rapidly growing team. You will develop valuable skills and build a network that will help you launch a successful career. You will build valuable skills in creating and presenting business proposals, understanding risk management, and developing time management strategies. Compensation The compensation for this internship is $23/hr. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-KM1 Powered by JazzHR Mwcta360iQ

Job SummaryUnder limited direction and in compliance with technical, administrative, regulatory, or professional standards and guidelines, develops, implements, and administers city-wide comprehensive risk management program. Responsible for identifying, analyzing, and mitigating risks that could adversely affect City operations, assets, employees, or the public. Provides strategic oversight of liability, property, casualty, and workers' compensation insurance programs; ensures compliance with federal, state, and local safety regulations; and develops policies to minimize exposure to loss. Manages the Risk Management internal service fund and claims accounts, develops and administers the annual Risk budget and cost allocations, and directs claims management activities. The role carries significant fiscal responsibility, ensuring the cost-effective use of insurance programs, claims reserves, and loss-prevention strategies to protect City and Greenville Transit Authority (GTA) resources. Reviews all formal solicitations during the development stage to ensure mandatory insurance requirements are sufficient to provide adequate protection to the City and GTA. Work involves substantial interaction with department directors, Human Resources Department, City Attorney's Office, and external stakeholders to proactively manage risks, resolve claims, and safeguard City finances. Serves as the Risk Manager for GTA and as the City's Title II Americans with Disabilities Act (ADA) Coordinator, providing guidance and assistance to departments on risk, safety, and ADA issues. Frequently leads or participates on committees and teams to address claims, disability management, ADA compliance, and other organizational risk and safety concerns.Essential Functions Essential Functions % of Time * Provide Strategic Leadership for the Risk Management Program: Lead the development and execution of a comprehensive risk management framework for the City of Greenville and GTA. Establish and enforce policies covering insurance, liability, property, workers' compensation, and safety compliance; negotiate and manage insurance programs, including self-insured, excess coverage, and risk financing strategies; and perform financial analysis to evaluate the most cost-effective approach to coverage. Provide executive direction for city-wide safety compliance, approving corrective action plans and ensuring departments have access to appropriate safety resources, with day-to-day inspections and reporting managed by supporting staff. Serve as the City's and GTA's Occupational Safety and Health Administration (OSHA) Coordinator, acting as liaison with regulatory agencies, conducting research, and providing high-level guidance and direction, while delegating routine recordkeeping and inspection reporting to staff. Additional duties include reviewing South Carolina Department of Motor Vehicles (DMV) driver records for compliance with insurer requirements, coordinating Medicare, Medicaid, and SCHIP Extension Act (MMSEA) reporting, supporting disability management and workplace safety initiatives, and maintaining all records related to risk management activities. 40% * Oversee Claims and Litigation Management: Provide oversight of the City's and GTA's liability, property, and workers' compensation claims to ensure effective administration, compliance, and protection of City and GTA's assets. Direct and evaluate the work of claims staff and the Third-Party Administrator (TPA) or risk pool to ensure claims are administered in compliance with City policy and applicable regulations, with daily claims processing performed by the Program Administrator are investigated in a timely manner, reserves are accurately maintained, settlements are equitable, and all federal, state, and local regulations (e.g., MMSEA) are met. Coordinate with the City Attorney's Office and external counsel, supporting or representing the City's and GTA's interests in hearings, mediations, and legal proceedings as appropriate. Maintain strong relationships with insurers, brokers, risk pool administrators, regulatory agencies, and City departments, and provide regular briefings to leadership on claims activity, exposures, and risk mitigation strategies. 25% * Direct Risk Fund and Budget Administration: Provide financial stewardship of the City's Risk Fund to ensure long-term sustainability of resources used for insurance, claims, and risk mitigation programs. Oversee actuarial studies, cost allocation models, premium forecasting, and reserve requirements to maintain adequate funding levels. Direct the development and monitoring of the annual Risk Fund allocation budget, approve expenditures, and ensure accurate reconciliation of accounts. Ensure reconciliation of claims payments and loss fund accounts, holding staff and external partners accountable for accurate documentation and reporting. Provide executive oversight of subrogation and excess insurance recoveries, as well as claims payments administered by the TPA or risk pool. Deliver high-level financial analysis and transparent reporting to City leadership ensuring accountability in the use of public funds. 25% * Serve as ADA Title II Coordinator: Serve as the City's designated ADA Title II Coordinator, providing leadership to ensure full regulatory compliance and equitable access to City programs, services, and facilities. Provide strategic guidance to departments to integrate accessibility considerations into policies, contracts, and public-facing initiatives. Collaborate with advocacy groups, community members, and external partners to address accessibility concerns, and oversee the prompt and equitable resolution of complaints and inquiries. Advance the City's commitment to inclusivity by fostering collaboration, accountability, and continuous improvement in accessibility practices. This role holds sole responsibility for ADA Title II coordination; supporting staff may assist with related documentation but do not serve in a coordinator capacity. 10%Perform other duties as assigned.Job Requirements * Bachelor's degree in business, insurance, risk management, or a related field. * At least four (4) years of progressively responsible experience in risk management including insurance claims handling or closely related area. Preferred Qualifications * Associate in Risk Management Public Entities (ARM-P). * ADA Coordinator (ADAC). * Certified Safety Professional (CSP). Driver's License Requirements * Valid South Carolina Class D Driver's License. Performance RequirementsKnowledge of: * Risk management activities such as risk identification/reduction, loss control, insurance, asset protection, employee safety, workers' compensation programs, etc. * Claims handling, investigations, negotiations, processing techniques, and budgetary practices and controls. * Pertinent federal, state, and local laws, codes, and regulations (OSHA, CDC, SCDHEC, Workers' Compensation, ADA, MMSEA, etc.). * Methods and processes used in acquiring information and evidence for claim adjudication, regulatory compliance, safety program development, and ADA compliance. * Contract law and contract document development. * Insurance underwriting principles and practices, and insurance program renewal processes. * Safety training and education principles and techniques. * Current trends and practices related to the use of technology in risk management, claims adjusting, loss control, data analysis, data reporting, and related activities. * Principles and best practices of customer service, including setting and meeting quality standards and evaluating customer satisfaction. Ability to: * Assess workplace situations and hazards and recommend appropriate corrective measures or strategies. * Recognize the importance of safety in the workplace, follow safety rules, practice safe work habits, utilize appropriate safety equipment, and report unsafe conditions. * Provide technical assistance, consultation, and education on risk management topics, both standard basic education and complex focused topics as needed. * Demonstrate strong analytical, research, and problem-solving skills. * Establish priorities for the completion of work in accordance with sound time-management methodology. * Develop and manage the budget for the Risk Fund and/or multiple programs and projects, including approving expenditures for payment. * Communicate effectively and build strong working relationships with individuals at all levels inside and outside the organization. * Use effective judgment and discretion in discussing and resolving issues. * Work cooperatively with others to achieve results. * Maintain excellent organization and attention to detail. * Handle complex situations requiring discretion, persuasion, conciliation, mediation, negotiation, or dispute resolution skills. * Regularly work within situations requiring confidentiality. * Regularly navigate contentious interactions where conflicting interests are present. * Participate in the development and administration of division goals, objectives, and procedures. * Read, analyze, and interpret claims files, insurance bids, contracts and agreements, DMV records, professional journals, financial reports, governmental regulations, and other documents relevant to departmental operations. * Make mathematical calculations and draw logical conclusions; work with fractions, percentages, ratios/proportions, and measurements. * Prepare clear, accurate, and professional reports, policies, correspondence, and email communications. * Operate equipment to include calculator, camera, level, and tape measure. * Operate general office equipment to include scanner, printer, copier, telephone, and computer with Microsoft Office Suite. >Working ConditionsPrimary Work Location: Office environment.Protective Equipment Required: May be required in certain situations (e.g., field inspections, site visits).Environmental/Health and Safety Factors: Occasional exposure to unpleasant environmental conditions and/or hazards. Occasional outside work. Seasonal exposure to extreme temperature and wetness and/or humidity.Physical Demands: Frequently requires standing, fine dexterity, walking, lifting, carrying, sitting, reaching, handling/grasping, pushing/pulling, vision, hearing, twisting, and talking. Occasionally requires foot controls, bending, and crouching and stooping. Light strength demands include exerting up to 20 pounds occasionally, exerting up to 10 pounds frequently, or negligible amounts constantly.Mental Demands: Frequently requires time pressures, frequent change of tasks, irregular schedule/overtime, performing multiple tasks simultaneously, working closely with others as part of a team, and tedious or exacting work. Occasionally requires emergency situations.Americans with Disabilities Act ComplianceThe City of Greenville is an Equal Opportunity Employer. To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions. Prospective and current employees should contact Human Resources to request an ADA accommodation.DisclaimerThe above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Job Description Work schedule: 8:00AM - 4:30PM Mon-Fri Hybrid - Monday/Friday remote, in office Tues/Wed/Thurs. 3-6 month contact Please confirm in the "Notes" section if candidate has any experience with either rebate (ship & debits/SPA) /deviated pricing or incentives (program/marketing allowances) Senior Level (3-5 years) Collections/Pricing / Ship & Debit (Rebate Deviated Pricing) experience Experience with Incentives (program/marketing allowances) Good communication skills - both written and verbal Phone calls required Excel experience SAP AR experience - research review based on feedback/response from customer on dispute Familiarity with electronic transaction methods with customers, including EDI 844/849 Next steps if customer is not in agreement with dispute resolution - payback update SAP Education Degree is a plus but not required, will consider candidates with work experience.

For more than 50 years, Attain Finance has provided innovative, accessible consumer credit solutions across the U.S. and Canada. Our portfolio includes trusted brands such as Cash Money , LendDirect , and Heights Finance-each continually evolving to meet customer needs in a fast‑changing financial environment. Join a growing, collaborative organization where your work makes a measurable impact. Be part of the team shaping the future of consumer finance. **This role is hybrid out of our office in downtown Greenville, SC ** As a Financial Analyst, you will support core FP&A processes by developing and maintaining financial models, analyzing business performance, and producing reporting that supports decision-making at all levels of the organization. This role offers meaningful exposure to forecasting, budgeting, incentive compensation design, and executive-level reporting while working cross‑functionally across the organization. Responsibilities Financial Strategy & Planning Maintain, and enhance financial models for forecasting, budgeting, and scenario planning Support the annual operating budget, strategic planning cycle, and quarterly forecast updates. Leverage industry‑standard modeling techniques and best practices to improve the accuracy and efficiency of reporting and forecasting processes. Reporting & Analysis Contribute to the preparation and analysis of a monthly reporting package, including identifying automation and streamlining opportunities. Partner with a cross‑functional team to define monthly performance goals for branch staff and assist with interpreting results and preparing accurate payroll files. Support monthly executive expense review by preparing reporting materials and participating in review discussions. Monitor and evaluate key financial and operational metrics, identifying trends and recommending data‑driven actions to optimize performance. Participate in special projects and perform ad hoc analysis as needed. Cross‑Functional Collaboration Collaborate with teams across Finance, Operations, and other departments to gather accurate data inputs and business insights. Effectively manage relationships in a matrix environment, ensuring timely completion of analysis and deliverables under tight deadlines. Translate financial concepts into clear, concise insights for senior leaders and non‑financial stakeholders. Qualifications Skills & Experience Demonstrated analytical problem‑solving skills and the ability to introduce process efficiencies through automation. Strong communication skills, including the ability to simplify complex concepts for diverse audiences. Highly organized, detail-oriented, and proactive with a natural curiosity to dig into data and understand the “why” behind the numbers. Experience in consumer lending or financial services is a plus. Proven ability to manage multiple priorities with strong organizational and time‑management discipline. Experience working cross‑functionally in hybrid or remote environments. Education & Technical Requirements Bachelor's degree required; Finance, Accounting, or related field preferred. Master's degree or certifications (CFA, CPA) beneficial but not required. 1-3 years of experience in financial reporting, budgeting, forecasting, planning, or management reporting; audit experience may also qualify. Advanced Excel proficiency required; strong PowerPoint skills preferred. Experience with SQL or Python and familiarity with financial systems (e.g., OneStream, Sigma) preferred. Experience working with large datasets and data visualization tools is a plus. Why Attain Finance? High visibility within a rapidly transforming consumer finance company Opportunities to grow into Senior Analyst, Finance Manager, and other FP&A leadership tracks Collaborative, supportive environment focused on professional development Hybrid work flexibility and a modern downtown Greenville workspace **This role is hybrid out of our office in downtown Greenville, SC ** Base Salary: $70,000 - $85,000 The base salary range represents the low and high end of the anticipated salary range for this position based on the U.S. average. The actual base salary offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time salaried employees are eligible for the following benefits, starting on day one: Flexible Paid Time Off Program, Medical, Dental, Vision, Life Insurance, Disability, and other voluntary coverages. You will also be eligible to participate in our 401k program, starting on the first of the month following 30 days of employment with a company match. This employer participates in E-Verify for US-based hires. # AttainFinance #AttainRP EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , Heights Finance, Southern Finance, Covington Credit, Quick Credit, and First Heritage Credit) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end ********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.

**Job Purpose** Responsible for a broad range of in-depth business functions and plays a key role in meeting financial reporting and analysis requirements while ensuring MFA policies and related internal controls are adhered to. Integral responsibility for the coordination of budget and forecast for the site. **Principal Accountabilities** + Responsible for Quarterly and Annual Budget, as well as interfacing with functional managers. + Coordinate monthly earnings forecast and communicates with the management team. + Perform weekly shipment and inventory analysis. + Perform Adhoc Financial Analysis including feasibility studies and payback analyses for major capital projects. + Provide financial input to management in assessing new business opportunities. + Submit monthly financial reports to the Corporate Headquarters for consolidation. + Provide a variety of in-depth monthly reports to site leadership including Variable Cost and Controllable Cost Analysis. + Oversee organizational credit responsibilities including customer risk assessment, minimizing financial exposures, and write-offs. + Assist Customer Service and Sales and Marketing with analyzing Accounts Receivable. + Provide support for internal and external audits. + Perform Month end and Year end closing activities. **Knowledge / Skills / Experience** + Bachelor's degree in finance, Accounting or a related field required. Advanced Degree preferred. + Manufacturing experience highly preferred. CPA would be a plus. + 7+ years of Financial Planning and Analysis experience. + ERP experience required, preference for SAP + Strong written and verbal communication, and interpersonal skills. + Demonstrate attention to detail. + Strong computer skills including but not limited to Word, Excel, Power Point, and SAP. + Must be efficient and possess strong problem-solving and analytical skills. + **The salary range for this position is $80,000 - $120,000. Factors such as scope and responsibilities of the position, candidate's work experience, education/training, job-related skills, internal peer equity, as well as market and business considerations may influence base pay offered. This salary will be subject to a geographic adjustment (according to a specific city and state), if an authorization is granted to work outside of the location listed in this posting.** + **Competitive Benefits** + **Benefits begin on DAY 1!** + **Employee Assistance Programs** + **Curated Self-Paced Learning & Development Programs for all Employees** **Mitsubishi Chemical Group (MCGC) and any of our subsidiaries do not accept unsolicited resumes from individual recruiters or third-party agencies. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers or HR team. No placement fees will be paid to any firm unless specifically invited on the search by the MCGC Talent Acquisition team and such candidate was submitted to the MCGC Talent Acquisition Team via our Applicant Tracking System.** EEO Statement All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. Applicants with disabilities may be entitled to a reasonable accommodation under the Americans with Disabilities Act and/or other applicable laws. If you require accommodation due to a disability at any time during the recruitment and/or assessment process, please contact Talent Acquisition.

Join the company defining what it means to be an Impact Lender! Mortgages are what we do, but that doesn't define who we are. In 2008, Movement disrupted the industry with the innovative 6-7-1 mortgage process. In 2023, we pioneered again, helping launch Impact Lending - a new category of lending. Any mortgage lender that commits at least 10% of its profits to helping the neighborhoods it serves is an Impact Lender. At Movement, we are Impact Lenders. We give 40%-50% of our profits to making an impact in our communities. For us, purpose and people have always come before profit. POSITION OVERVIEW The Escalation Trailing Docs Analyst handles resolution of complicated issues with the legal closing documents (recorded security instrument, legal descriptions, deeds, and final title policies). May also handle the processing of incoming trailing document mail, document chasing of missing documents, final document review, and final document delivery to Investors. ROLES AND RESPONSIBILITIES (Duties and responsibilities may include, but are not limited to the following): Review escalated issues for resolution. Make determination of resolution path and act on it Work directly with title companies and settlement agents for corrective documentation or missing trailing documents. Work Investor reporting Manage final document pipeline for assigned Investor. Send any necessary information to the Investor as required. REQUIRED SKILLS AND QUALIFICATIONS (To perform the job successfully, the candidate should demonstrate the following competencies to perform the essential functions of this job.) 5+ years of related experience Proficient in Microsoft Office software including excel: and Adobe Trailing document knowledge of recordation process, review of a wide variety of trailing docs - mortgages, titles, power of attorney, man housing documents, CEMA documents etc Knowledge of Investor requirements Knowledge of county/city registry/recording processes Knowledge of legal descriptions and county property mapping Knowledge of how to correct trailing documents. Excellent written and oral communication skills, team player PREFERRED QUALIFICATIONS STRONG experience with trailing documents within mortgage industry or title company Paralegal experience PREFERRED EDUCATION Bachelor's degree or equivalent experience The expected salary range for this position is between: $50,200.00 - $68,500.00 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. We also offer a benefits package that includes: Competitive pay Benefits Offered: Medical, Dental, Vision, Life, Disability, Critical Care, Hospitalization, HSA, FSA, DCFSA and QTE Retirement plan: 401(k) and Roth Paid Time Off: 16 days front loaded. Prorated based on the start date month 11.5 paid holidays per year Employee assistance program Excellent career growth opportunity Fun, team-focused working environment Employee driven community outreach program Relocation packages available The application window is anticipated to close on: July 28, 2025 We're definitely not your average mortgage company. When you're ready to grow your career AND your impact, we're ready for you. We're also one of the nation's top lenders and are redefining corporate culture. We work hard, we have fun, we invest in our people and we make a difference. Sound like a plan? Good. Learn more at *****************

Lear For You We work hard for the people who work for us. We champion our teams. We foster collaboration, inclusion, respect and excellence. What we are trying to say is we want to be more for you. We are your path to a better career, a better future, and a better you. Our teams have invented groundbreaking technologies, flawlessly manufactured millions of products and earned a long list of awards. Year after year, we are one of the World's Most Admired Companies. Our teams are the secret to our success. They are empowered, inventive and inclusive. Passionate about their craft. Driven to succeed. Because we all understand that we must work together to win. Are you ready for a better career? A better future? We're Lear For You. FINANCIAL ANALYST DUNCAN, SOUTH CAROLINA - DUNCAN PLANT As a member of the Plant Accounting Team, the Financial Analyst will be responsible for daily invoicing, reconciling sales, reconciling general ledger accounts, month-end close and working with commercial account managers. The Role: Your work will include, but not be limited to: * Monitor and update customer selling price on a timely basis by working closely with the Commercial Account Manager * Work with commercial teams to track and reconcile all price changes against bump chart. * Work with Shared Services to maintain customer master files * Perform daily invoicing and ensure data integrity including sales reconciliation to the general ledger * Analyze customer payment vs billing discrepancies including retroactive adjustments. * Monitor cash collection and work with Shared Services/Commercial Account Manager for past due collection * Work with Commercial Account Manager and Shared Services to identify root causes and resolve billing discrepancies * Monitor cash collection and work with Shared Services/Commercial Account Manager for past due collection * Process month-end journal entries and reconcile account receivable and key reserve accounts * Provide Sales, AR, and cash receipt forecast * Respond to external and internal audits by ensuring that all accounting transactions and controls conform to Generally Accepted Accounting Principles (GAAP). * Responsible for various ad hoc requests/projects for Division and plant personnel. Advantages of working at Lear in the Plant Accounting group: * Exposure to a fast-paced environment that allows team members to use judgment and skill to complete task in a timely manner while collaborating with fellow team members. Your Qualifications: * Requires 0-5 years of accounting experience working in a manufacturing environment * BS or BBA in Accounting or related field * Ability and willingness to work a flexible and/or changeable schedule. * Proven Analytical, Communications and Organizational skills. * Experience with Sarbanes-Oxley and reporting requirements. * Ability to turn special requests around quickly and effectively * Advanced Microsoft Excel skills * Ability to work overtime as necessary. Bonus If You Have: * Experienced with Hyperion HFM, Hyperion Enterprise, Hyperion Retrieve or Equivalent. * Prior Automotive experience preferred Lear Corporation is an Equal Opportunity Employer, committed to a diverse workplace. Applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and will become the property of Lear Corporation. Location Code: 0012 Nearest Major Market: Spartanburg Nearest Secondary Market: South Carolina

Techtronic Industries Power Equipment, Inc. has an opening in its Anderson, SC office for a Financial Analyst - Controllership Team. We are a high growth, market leader looking for energetic and curious individuals who will thrive in a fast-paced environment. We offer competitive wages and a comprehensive benefits package - tuition assistance, 401(k), medical/dental/vision coverage, vacation (Paid Time Off) and holidays. The Financial Analyst - Controllership Team will report to the Director of Finance. This position will participate in the balance sheet reconciliation process and ensure correct reporting for statutory and government purposes, assist with audit related activities, enhancements to current accounting policies and internal control documentation. The ideal candidate possesses an accounting background in either a public accounting firm, or internal audit department with a large company, high attention to details and ability to thrive in a fast paced and constantly-evolving environment. Primary Responsibilities Prepare monthly statutory financial statements. Prepare and participate in reconciling monthly balance sheet accounts Prepare Journal Entries with appropriate supporting documentation Prepare Government Reports including Census Surveys Manage monthly accounting for leases, fixed assets, and intercompany balances Assist with audit procedural activities Assist with enhancements of current accounting policies and internal control procedures documentation Assist with the collection of required data for insurance policy renewals Assist with compliance related projects Assist the Director of Finance, VP of Finance, Campus CFO's and VP of Taxation with special projects and ad hoc analysis Participate in creating value through automation, improved reporting, and pushing processes back into SAP Participate in strategic financial projects including SAP upgrades and other financial software implementations Requirements Soft Skills: Excellent problem solving and decision-making skills Demonstrated experience working autonomously Excellent communication skills Technical Skills/Experience Audit and Balance Sheet reconciliation skills Experience documenting processes and creating business policies and procedures Demonstrated experience working with and modeling extensive amounts of data Experience in manufacturing industry preferred 1-3 years of related accounting or audit experience SAP experience preferred CPA candidate preferred

Administers the financial programs and activities for the plant or division. Performs financial and production analysis in working with all management and department heads at the plant, division, and corporate levels, as necessary. Prepares annual budget, monthly/quarterly rolling forecast, reconciles inventories and performs general accounting duties in monthly closing. Monitors cost and variance reporting systems to control inventories and cost. Manage monthly rolling forecast, monthly closing, variance analysis and reporting. Lead annual budget and standard cost processes and communicate with all involved departments. Monitors variance tracking, cost reduction projects, performance ratios, break-even cost and product flows. Analyzes and explains material, labor and overhead cost trends. Performs inventory tracking to ensure proper valuation and accuracy of inventories. Interfaces with senior management as to costs, trends and major variances. Interprets and reports financial results to plant, division and corporate management. Ensures adherence to financial controls and policies. Identifies profit opportunities and assists in implementation. Performs other duties as directed by plant, division, or corporate management. Bachelor's Degree with a minimum of 3+ years' experience in Accounting or Cost Financial Analysis. Masters degree preferred but not required Cost Accounting experience in a manufacturing environment is preferred Candidate must have ability to summarize complicated financial data in a simple and concise way. Must have proficiency with MS Office, specifically advanced usage in excel Strong communication and presentation skills, including ability to formalize and present complex financial data to operations leadership teams Medical, Dental, and Vision eligibility on day 1 3 weeks PTO plus 12 company holidays Eligible for 50% remote hybrid schedule after 6 months of employment Tuition reimbursement Industry leading 401k (up to 9.5% match)! Kyocera-AVX is an Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Salary: $BOE Is this your perfect fit? Would you like to work with a well-established company that is a leader in their industry? Do you enjoy creating analytical dashboards and automating processes? If that describes you, we need to talk! What your future day will look like: Develop and manage the annual budget and rolling forecasts Prepare and deliver quarterly financial reports Enhance and execute the credit analysis process Identify opportunities to improve and automate key workflows Design and implement dashboards to optimize collector efficiency Conduct sales analysis and expand the scope of reporting Benefits Offered: 401(k)+match Health, Vision & Dental Insurance Tuition reimbursement Type: Direct Hire To be a champion in this role, you will need: Ability to pass background check and credit check Proficiency in Excel Experience in data analytics and dashboard development We know you are more than a resume and understand your next career move needs to be the right fit! If this is your first time considering Godshall as your trusted partner, welcome! Once you have applied, we ask that you give us 1-2 business days to review your experience and skills. You will then hear back from one of our recruiting professionals on your next step. If you are checking in to see what types of roles we have, please consider reaching out to your recruiter instead. We will happily update your file and make sure we are considering you for all roles your experience is a perfect fit for! Godshall & Godshall Personnel Consultants, Inc. is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, status as a parent or protected veteran status.

Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit products, promoting financial inclusion and meeting consumers wherever they are. Through its brands, the company is committed to helping customers achieve their version of financial stability in the moment and in the future. Since 1997, Purpose Financial has been a pioneer in the consumer credit and financial services market offering money solutions in over 1,500 storefronts locations and online lending. Providing services in over 27 states, Purpose Financial employs over 3,700 team members. At Purpose Financial we are always on the lookout for motivated individuals who share in our values of mutual respect to join our team of outstanding professionals. We offer: Competitive Wages Life/Health Benefits 401(k) Savings Plan Educational Assistance Paid Vacation/Holidays Employee Discounts Work-life Balance Business Casual Environment Paid Volunteer time off Rewards and Recognition Program EAP To learn more about Purpose Financial visit Purpose Financial Website Position Summary Description of Projects (List duties, responsibilities, etc): Create financial reports, presentations, and recommendations for management Assist in the development of financial models to forecast business growth Support the annual Plan and reforecast process Conduct analysis on key business opportunities Collaborate with peers, senior analysts, and other team members - share thoughts, ideas and opinions on actionable business insights using financial results and KPIs Job Responsibility Qualifications/Requirements (i.e., education, technical skills, etc.): Current student at an accredited university or college that is a Junior, Senior, graduate student, or graduate expecting to pursue a Masters Ability to work on a full-time basis for the entire duration of the summer internship; part-time opportunities may be available during fall and/or spring semesters Strong financial modeling skills and familiarity with financial statements Excellent verbal and written communication skills Willingness to collaborate in a team environment Ability to understand the big picture as well as pay attention to detail Strong knowledge of MS Office Suite (Word, Excel, PowerPoint); Knowledge of SQL or Tableau is a plus Job Responsibilities Cont. Education Required Qualifications/Requirements (i.e., education, technical skills, etc.): Current student at an accredited university or college that is a Junior, Senior, graduate student, or graduate expecting to pursue a Masters Ability to work on a full-time basis for the entire duration of the summer internship; part-time opportunities may be available during fall and/or spring semesters Strong financial modeling skills and familiarity with financial statements Excellent verbal and written communication skills Willingness to collaborate in a team environment Ability to understand the big picture as well as pay attention to detail Strong knowledge of MS Office Suite (Word, Excel, PowerPoint); Knowledge of SQL or Tableau is a plus Experience Required ????? Knowledge Required ???? Physical Requirements ????? Competencies Compliance/IntegrityCustomer CentricityInterpersonal SkillsResilienceResults/AccountabilityWorking with Diverse PopulationsTravel Attire Other All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability. Requisition ID: 15180

New York, New York, United States of America **Hours:** 40 **Pay Details:** $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Risk Management **Job Description:** The Senior Group Risk Specialist provides a comprehensive and diverse range of risk management expertise to business leaders. Leads and supports the implementation of appropriate risk frameworks and leading related management activities to mitigate enterprise and/or business-wide risk exposures for key business segment of the Bank or functional area. May provide oversight, commentary, and recommendations based on overall strategy and industry best practices. _Our team currently operates under a hybrid work model, with employees expected to work in the office two days per week. Starting in November 2025, this expectation will increase to four days per week. Please note that, due to limited office space, the exact timing of this transition may vary depending on availability and individual circumstances._ **Depth & Scope:** + Recognized as top level expert within the company and requires significant in-depth and/or breadth of expertise in a complex field and knowledge of broader related areas + Senior specialist providing advisory services to executives, business segment leaders and governs requirements for own work + Integrates knowledge of the enterprise function's or business segment's strategy in leading program design, policy formulation or operating standards within one or more areas of expertise + Anticipates emerging business trends and regulatory/risk issues as a basis for recommending large-scale product, technical, functional or operations improvements + Serves as a source of expert advice to senior management in field of specialty; may lead team(s) of related specialists/experts + Advises on execution strategy and leads the development and deployment of functional programs or initiatives within own field or across multiple specialties + Solves unique and ambiguous problems with broad impact; typically oversees standards, controls and operating methods that have significant financial and operational impact within the context of own field + Requires innovative thinking to develop new solutions + Impacts the technical or functional direction and resource allocation of part of an enterprise function or business segment + Works within general policies and industry guidelines + Engages stakeholders to take action; serves as a source of expert advice, influences change; frames information in a broader context + Provides leadership guidance, makes recommendations and collaborates with business to ensure solutions meet the business needs on a complex project or program + Identifies and leads problem resolution for project/program complex requirements related issues at all levels **Education & Experience:** + Undergraduate degree or technical certificate and/or + 10+ years relevant experience + Advanced knowledge of risk management governance, programs, policies, practices, operating frameworks & reporting for business supported and/or area of discipline to deliver objective guidance and independent challenge on initiatives. + Knowledge of risk management environment, standards, regulations and mitigation + Knowledge of current and emerging competitor and market trends + Ability to contribute to strategic direction of the function and provide advice to senior leadership + Skill in mentoring and coaching + Skill in using advanced analytical software tools, data analysis methods and specialized reporting techniques + Advanced ability to lead, plan, implement, and evaluate program/project activities to ensure completion of initiatives + Ability to make an impact, influence, and achieve results with effective negotiation, problem-solving, and communication skills + Skill in using computer applications including MS Office + Ability to communicate effectively in both oral and written form + Ability to work collaboratively and build relationships across teams and functions + Ability to work successfully as a member of a team and independently + Ability to exercise sound judgement in making decisions + Ability to analyze, organize and prioritize work while meeting multiple deadlines + Ability to handle confidential information with discretion **Preferred Qualifications:** + Strong understanding of data and metrics + Finance risk experience + Experience working with Stakeholders **Customer Accountabilities:** + Leads the development and/or implementation of specific standards, policies and/or processes that identify, report on and mitigate operational (or all major) risk exposures within the business + Proactively analyzes potential risks and ensures escalation of key risks to appropriate areas and/or executive review with business executive findings and action plans to mitigate and manage these risks + Establishes and provides on-going analysis and reporting on operational risk and/or other major risk categories as applicable to own business or functional area, and reviews findings and action plans with business leaders to mitigate and manage key issues + Coordinates and/or guides activities relating to core operational risk disciplines/programs including, Risk & Control Self-Assessment, Business Continuity Management, Outsourcing & Vendor Management, Regulatory Compliance (e.g. CDIC, AML, Privacy, IDA, CBA, SOX, Basel etc.) + Supports enterprise-wide operational risk escalation, review and approval processes, data management, policies and risk assessment processes + Directs the development and monitoring of Key Risk Indicators and facilitate communication and resolution of risk issues among other business segments where applicable + May be accountable for managing ancillary operational risk areas (e.g. BCM/incident management, outsourcing/vendor management, fraud aggregation and assessment, Basel implementation/capital analysis, change management, Privacy, AML, LCM and other regulatory issues), in addition to core functions + May be responsible for providing support for other major risk areas (e.g. Market, Credit, Reputational and/or Regulatory risks etc.) + May be a point of contact for guidance in the monitoring/reporting of compliance, management, and strategic initiatives + Provides broad/deep commentary in support of the development/maintenance/oversight of policies/procedures/practices, as required **Shareholder Accountabilities:** + Adheres to enterprise frameworks or methodologies that relate to activities for our business area + Ensures respective programs/policies/practices are well managed, meet business needs, comply with internal and external requirements, and align with business priorities + Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate + Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) + Participates in cross-functional/enterprise/initiatives as a subject matter expert helping to identify risk/provide guidance for complex situations + Conducts internal and external research projects; supports the development/delivery of presentations/communications to management or broader audience + Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations and assess the effectiveness of programs/policies/practices + Monitors service, productivity and assesses efficiency levels within own function and implements continuous process/performance improvements where opportunities exist + Leads/facilitates and/or implements actions/remediation plans to address performance/risk/governance issues + Actively manages relationships within and across various business lines, corporate and/or oversight functions and ensures alignment with enterprise and/or regulatory requirements + Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts + Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite **Employee/Team Accountabilities:** + Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest + Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit + Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques + Participates in personal performance management and development activities, including cross training within own team + Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities + Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices + Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships + Contributes to a fair, positive and equitable environment that supports a diverse workforce + Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% + Domestic Travel - Occasional + International Travel - Never + Performing sedentary work - Continuous + Performing multiple tasks - Continuous + Operating standard office equipment - Continuous + Responding quickly to sounds - Occasional + Sitting - Continuous + Standing - Occasional + Walking - Occasional + Moving safely in confined spaces - Occasional + Lifting/Carrying (under 25 lbs.) - Occasional + Lifting/Carrying (over 25 lbs.) - Never + Squatting - Occasional + Bending - Occasional + Kneeling - Never + Crawling - Never + Climbing - Never + Reaching overhead - Never + Reaching forward - Occasional + Pushing - Never + Pulling - Never + Twisting - Never + Concentrating for long periods of time - Continuous + Applying common sense to deal with problems involving standardized situations - Continuous + Reading, writing and comprehending instructions - Continuous + Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Job Purpose We are seeking a strategic, analytical, and forward-thinking Strategy Analyst to join our Strategy & Business Development team. This role is ideal for a candidate who thrives on solving complex business problems, developing financial models, and shaping long-term growth strategies. You will work closely with senior leadership to drive data-informed decisions, optimize performance, and identify new growth opportunities in a dynamic, regulated environment. This is a high-impact role that blends financial analysis, strategic planning, and cross-functional collaboration. The ideal candidate brings a consulting mindset, strong communication skills, and a passion for driving transformation and innovation. Duties and Responsibilities Strategic Analysis & Planning • Partner with senior leadership to define and refine the company's growth strategy and long-term strategic roadmap. • Apply structured, hypothesis-driven problem solving to identify root causes of business challenges and evaluate strategic alternatives. • Translate strategic objectives into actionable initiatives and performance metrics. Financial Modeling & Scenario Analysis • Develop and maintain complex financial models to forecast business scenarios, assess risk, and evaluate the financial impact of strategic options. • Conduct pricing, portfolio performance, and risk assessment modeling using tools such as Excel, SQL, or Python. • Owns M&A and partnership evaluations by assessing financial viability, integration risks, and strategic fit. Market Research & Competitive Intelligence • Continuously monitor industry trends, emerging technologies, competitor strategies, and regulatory developments. • Provide thought leadership on market dynamics and articulate strategic implications for the business. • Benchmark performance metrics and identify opportunities for product diversification, geographic expansion, or operational improvement. Cross-Functional Collaboration • Lead and collaborate with cross-functional teams (e.g. Finance, Risk, Operations, Compliance) to design and implement strategic initiatives. • Ensure alignment of departmental plans with overall business strategy and regulatory requirements (e.g., FCRA, TILA). • Integrate compliance and risk considerations into strategic planning and execution. Executive Communication & Reporting • Synthesize complex analyses into clear, compelling presentations, dashboards, and reports for executive leadership and the Board. • Communicate strategic recommendations and business cases using storytelling, data visualization, and persuasive narratives. • Prepare executive- and board-level documents and scenario analyses to support strategic decision-making. • Own prioritization and execution of strategic initiatives, using project management skills to ensure timely progress and cross-functional alignment. • Track performance against strategic goals and provide insights to refine execution plans. Minimum Qualifications • Bachelor's degree in Finance, Economics, Engineering, Business Analytics, or a related field. • 2 to 5 years of experience in financial analysis, strategy consulting, or investment research, preferably within lending, consumer finance, or banking sectors. • Proven experience in data analysis and modeling, including deep financial valuation analysis, loan performance, pricing, and risk metrics. • Strong understanding of financial regulations and compliance standards in the lending industry. Preferred Qualifications • Prior experience at a top-tier consulting firm, asset management firm or financial institution • CFA, MBA, or advanced degree is a plus but not required. • Familiarity with subprime-specific challenges such as high-risk borrower segmentation, collateral valuation, and loss mitigation strategies. Key Skills and Traits • Proficiency in analytical tools and software (Excel, Tableau, Sigma); experience with SQL, Python, or R is a plus. • Strategic mindset with excellent problem-solving abilities and business acumen. • Exceptional communication skills for presenting complex findings to non-technical stakeholders. • Ability to work independently in a fast-paced, high-growth environment while managing multiple priorities. • Comfortable working with AI-enabled tools and adapting practices as technology evolves. • Knowledge of machine learning techniques for predictive modeling (e.g., credit risk scoring) is advantageous. Working Conditions This position works in an office environment. Compensation for this position varies by experience and location. The expected range is between $150,000 and $225,000 If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.

About Us World Insurance Associates is a unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local agents. We are one of the fastest-growing insurance brokers in the top 20 in the U.S. and we offer you the opportunity to develop your skills in a rapidly expanding organization. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Position Summary The WORLD Internship Program is a 10-week program aimed to develop a bench of talented professionals who will be able to join us after college graduation. As a Summer Intern, you will gain an understanding of the Insurance Industry and the distribution models for Insurance Products. The program will provide you with a broad understanding of the insurance brokerage cycle from identifying and properly marketing risks, building a service timeline, implementing service requests, and working through a renewal. You will be placed in our Commercial Lines department for the duration of the summer: Primary Responsibilities You will work alongside our team and help drive the timely and accurate completion of assigned tasks: Processing renewal of ID cards and policy change requests Carrier document attachments and Certificates of Insurance Shadowing client calls and Client Advisor or Carrier visits Data management work Additional tasks that could be beneficial to the intern You will support the development of positive relationships with clients and teammates by providing high levels of advocacy, excellent service, and professional communication. Key components of the program include In addition to the work, you do with your manager daily, you'll have the opportunity to participate in programs and events over the 10 weeks. Intern Orientation and Closing Presentation at Iselin, New Jersey headquarters Speaker Presentations, Town Halls, Monthly webinars by Executive Leadership Learning from our CEO and COO about World's business strategy, operating model, and key priorities Self-paced online program provided by the Council for Insurance Agents and Brokers Fun networking, volunteer, and social events Developmental workshops Qualifications Must be enrolled in a business program at an accredited university or college and graduating in May 2027 or December 2026. (Graduates and students enrolled in Insurance and Risk Management programs strongly preferred) Must be willing to work onsite, M-F between 9 a.m. and 5 p.m. (we do not offer remote internships) Prior customer support experience preferred. Possess strong organization / administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability to actively listen, and problem solve with minimal assistance. The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude. What You'll Gain: You will have the opportunity to learn how World helps clients improve financial performance while protecting them from risk exposure. You will have the opportunity to build a foundation for a solid career in a stable industry with a rapidly growing team. You will develop valuable skills and build a network that will help you launch a successful career. You will build valuable skills in creating and presenting business proposals, understanding risk management, and developing time management strategies. Compensation The compensation for this internship is $23/hr. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-KM1

Join the company defining what it means to be an Impact Lender! Mortgages are what we do, but that doesn't define who we are. In 2008, Movement disrupted the industry with the innovative 6-7-1 mortgage process. In 2023, we pioneered again, helping launch Impact Lending - a new category of lending. Any mortgage lender that commits at least 10% of its profits to helping the neighborhoods it serves is an Impact Lender. At Movement, we are Impact Lenders. We give 40%-50% of our profits to making an impact in our communities. For us, purpose and people have always come before profit. POSITION OVERVIEW The Escalation Trailing Docs Analyst handles resolution of complicated issues with the legal closing documents (recorded security instrument, legal descriptions, deeds, and final title policies). May also handle the processing of incoming trailing document mail, document chasing of missing documents, final document review, and final document delivery to Investors. ROLES AND RESPONSIBILITIES (Duties and responsibilities may include, but are not limited to the following): Review escalated issues for resolution. Make determination of resolution path and act on it Work directly with title companies and settlement agents for corrective documentation or missing trailing documents. Work Investor reporting Manage final document pipeline for assigned Investor. Send any necessary information to the Investor as required. REQUIRED SKILLS AND QUALIFICATIONS (To perform the job successfully, the candidate should demonstrate the following competencies to perform the essential functions of this job.) 5+ years of related experience Proficient in Microsoft Office software including excel: and Adobe Trailing document knowledge of recordation process, review of a wide variety of trailing docs - mortgages, titles, power of attorney, man housing documents, CEMA documents etc Knowledge of Investor requirements Knowledge of county/city registry/recording processes Knowledge of legal descriptions and county property mapping Knowledge of how to correct trailing documents. Excellent written and oral communication skills, team player PREFERRED QUALIFICATIONS STRONG experience with trailing documents within mortgage industry or title company Paralegal experience PREFERRED EDUCATION Bachelor's degree or equivalent experience The expected salary range for this position is between: $50,200.00 - $68,500.00 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. We also offer a benefits package that includes: Competitive pay Benefits Offered: Medical, Dental, Vision, Life, Disability, Critical Care, Hospitalization, HSA, FSA, DCFSA and QTE Retirement plan: 401(k) and Roth Paid Time Off: 16 days front loaded. Prorated based on the start date month 11.5 paid holidays per year Employee assistance program Excellent career growth opportunity Fun, team-focused working environment Employee driven community outreach program Relocation packages available The application window is anticipated to close on: June 30, 2025 We're definitely not your average mortgage company. When you're ready to grow your career AND your impact, we're ready for you. We're also one of the nation's top lenders and are redefining corporate culture. We work hard, we have fun, we invest in our people and we make a difference. Sound like a plan? Good. Learn more at *****************

Hours: 40 Pay Details: $115,440 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Risk Management Job Description: The Senior Group Risk Specialist provides a comprehensive and diverse range of risk management expertise to business leaders. Leads and supports the implementation of appropriate risk frameworks and leading related management activities to mitigate enterprise and/or business-wide risk exposures for key business segment of the Bank or functional area. May provide oversight, commentary, and recommendations based on overall strategy and industry best practices. Our team currently operates under a hybrid work model, with employees expected to work in the office two days per week. Starting in November 2025, this expectation will increase to four days per week. Please note that, due to limited office space, the exact timing of this transition may vary depending on availability and individual circumstances. Depth & Scope: * Recognized as top level expert within the company and requires significant in-depth and/or breadth of expertise in a complex field and knowledge of broader related areas * Senior specialist providing advisory services to executives, business segment leaders and governs requirements for own work * Integrates knowledge of the enterprise function's or business segment's strategy in leading program design, policy formulation or operating standards within one or more areas of expertise * Anticipates emerging business trends and regulatory/risk issues as a basis for recommending large-scale product, technical, functional or operations improvements * Serves as a source of expert advice to senior management in field of specialty; may lead team(s) of related specialists/experts * Advises on execution strategy and leads the development and deployment of functional programs or initiatives within own field or across multiple specialties * Solves unique and ambiguous problems with broad impact; typically oversees standards, controls and operating methods that have significant financial and operational impact within the context of own field * Requires innovative thinking to develop new solutions * Impacts the technical or functional direction and resource allocation of part of an enterprise function or business segment * Works within general policies and industry guidelines * Engages stakeholders to take action; serves as a source of expert advice, influences change; frames information in a broader context * Provides leadership guidance, makes recommendations and collaborates with business to ensure solutions meet the business needs on a complex project or program * Identifies and leads problem resolution for project/program complex requirements related issues at all levels Education & Experience: * Undergraduate degree or technical certificate and/or * 10+ years relevant experience * Advanced knowledge of risk management governance, programs, policies, practices, operating frameworks & reporting for business supported and/or area of discipline to deliver objective guidance and independent challenge on initiatives. * Knowledge of risk management environment, standards, regulations and mitigation * Knowledge of current and emerging competitor and market trends * Ability to contribute to strategic direction of the function and provide advice to senior leadership * Skill in mentoring and coaching * Skill in using advanced analytical software tools, data analysis methods and specialized reporting techniques * Advanced ability to lead, plan, implement, and evaluate program/project activities to ensure completion of initiatives * Ability to make an impact, influence, and achieve results with effective negotiation, problem-solving, and communication skills * Skill in using computer applications including MS Office * Ability to communicate effectively in both oral and written form * Ability to work collaboratively and build relationships across teams and functions * Ability to work successfully as a member of a team and independently * Ability to exercise sound judgement in making decisions * Ability to analyze, organize and prioritize work while meeting multiple deadlines * Ability to handle confidential information with discretion Preferred Qualifications: * Strong understanding of data and metrics * Finance risk experience * Experience working with Stakeholders Customer Accountabilities: * Leads the development and/or implementation of specific standards, policies and/or processes that identify, report on and mitigate operational (or all major) risk exposures within the business * Proactively analyzes potential risks and ensures escalation of key risks to appropriate areas and/or executive review with business executive findings and action plans to mitigate and manage these risks * Establishes and provides on-going analysis and reporting on operational risk and/or other major risk categories as applicable to own business or functional area, and reviews findings and action plans with business leaders to mitigate and manage key issues * Coordinates and/or guides activities relating to core operational risk disciplines/programs including, Risk & Control Self-Assessment, Business Continuity Management, Outsourcing & Vendor Management, Regulatory Compliance (e.g. CDIC, AML, Privacy, IDA, CBA, SOX, Basel etc.) * Supports enterprise-wide operational risk escalation, review and approval processes, data management, policies and risk assessment processes * Directs the development and monitoring of Key Risk Indicators and facilitate communication and resolution of risk issues among other business segments where applicable * May be accountable for managing ancillary operational risk areas (e.g. BCM/incident management, outsourcing/vendor management, fraud aggregation and assessment, Basel implementation/capital analysis, change management, Privacy, AML, LCM and other regulatory issues), in addition to core functions * May be responsible for providing support for other major risk areas (e.g. Market, Credit, Reputational and/or Regulatory risks etc.) * May be a point of contact for guidance in the monitoring/reporting of compliance, management, and strategic initiatives * Provides broad/deep commentary in support of the development/maintenance/oversight of policies/procedures/practices, as required Shareholder Accountabilities: * Adheres to enterprise frameworks or methodologies that relate to activities for our business area * Ensures respective programs/policies/practices are well managed, meet business needs, comply with internal and external requirements, and align with business priorities * Consistently exercises discretion in managing correspondence, information and all matters of confidentiality; escalates issues where appropriate * Ensures business operations are in compliance with applicable internal and external requirements ( e.g. financial controls, segregation of duties, transaction approvals and physical control of assets) * Participates in cross-functional/enterprise/initiatives as a subject matter expert helping to identify risk/provide guidance for complex situations * Conducts internal and external research projects; supports the development/delivery of presentations/communications to management or broader audience * Conducts meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations and assess the effectiveness of programs/policies/practices * Monitors service, productivity and assesses efficiency levels within own function and implements continuous process/performance improvements where opportunities exist * Leads/facilitates and/or implements actions/remediation plans to address performance/risk/governance issues * Actively manages relationships within and across various business lines, corporate and/or oversight functions and ensures alignment with enterprise and/or regulatory requirements * Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts * Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Employee/Team Accountabilities: * Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest * Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit * Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques * Participates in personal performance management and development activities, including cross training within own team * Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities * Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices * Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships * Contributes to a fair, positive and equitable environment that supports a diverse workforce * Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Join the company defining what it means to be an Impact Lender! Mortgages are what we do, but that doesn't define who we are. In 2008, Movement disrupted the industry with the innovative 6-7-1 mortgage process. In 2023, we pioneered again, helping launch Impact Lending - a new category of lending. Any mortgage lender that commits at least 10% of its profits to helping the neighborhoods it serves is an Impact Lender. At Movement, we are Impact Lenders. We give 40%-50% of our profits to making an impact in our communities. For us, purpose and people have always come before profit. The Trailing Docs Analyst I handles the flow of incoming trailing document mail, document chasing of missing documents, final document review, resolution for broken title policies, and final document delivery to Investors. Ready to disrupt the mortgage industry with us as a Trailing Docs Analyst? Then we think it's time to #join Movement What You Need To Know Handle incoming mail Coversheet and log documents into system Review final documents for accuracy Obtain minor title policy corrections from title companies Reach out to title companies and settlement agents for missing trailing documents Work Investor reporting Manage final document pipeline for assigned Investor Send any necessary information to the Investor as required Ship trailing documents to assigned Investor What We Are Looking For Proficient in Microsoft Office software Detail oriented, ability to support multiple tasks Excellent written and oral communication skills, team player Sound like a good fit? Let's talk about how we can work together. The expected salary range for this position is between: $41,800.00 - $59,900.00 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law. We also offer a benefits package that includes: Competitive pay Benefits Offered: Medical, Dental, Vision, Life, Disability, Critical Care, Hospitalization, HSA, FSA, DCFSA and QTE Retirement plan: 401(k) and Roth Paid Time Off: 16 days front loaded. Prorated based on the start date month 11.5 paid holidays per year Employee assistance program Excellent career growth opportunity Fun, team-focused working environment Employee driven community outreach program Relocation packages available The application window is anticipated to close on: June 16, 2025 We're definitely not your average mortgage company. When you're ready to grow your career AND your impact, we're ready for you. We're also one of the nation's top lenders and are redefining corporate culture. We work hard, we have fun, we invest in our people and we make a difference. Sound like a plan? Good. Learn more at *****************