Financial Operations Automation Expert
Rose Financial Solutions LLC job in Rockville, MD
Job Description
Financial Operations Automation Expert
ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby , a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance.
Rose Financial Solutions (ROSE ) is seeking a Financial Operations Automation Expert who is interested in improving, streamlining, and automating financial processes across the organization. This role supports the Finance and Operations teams by analyzing existing workflows, identifying inefficiencies, implementing automation tools, and ensuring data accuracy and integrity. The ideal candidate combines strong analytical and technical skills with a deep understanding of financial operations to drive continuous process improvement. If you love automation and are looking for that next big thing, apply here!
Your responsibilities vary based on your assigned department and clients, but are likely to include: Evaluate current financial workflows (A/P, A/R, expense management, month-end close, reporting, etc.) to identify automation opportunities, Build, test, and maintain automated workflows using tools such as Zapier, Make (Integromat), Power Automate, Salesforce, Netsuite, Sage Intacct, or comparable platforms, Develop documentation, SOPs, and process maps for new and existing automated processes, Coordinate with Finance and Operations leadership to prioritize automation initiatives based on impact, risk, and feasibility, Assist in configuring and maintaining finance-related systems and integrations (ERP, CRM, billing platforms, financial reporting tools), Monitor system performance and troubleshoot integration or data flow issues, Partner with IT and vendors to deploy new features or enhancements, Build dashboards and automated reporting tools to support Finance, Operations, and leadership teams, Ensure data integrity and consistency across all financial systems through routine audits and reconciliations, Analyze automation performance metrics and provide recommendations for ongoing improvement, Work with Accounting, Finance, Operations, HR, and IT teams to understand business requirements and design automation solutions, Train end-users on new processes and tools; provide ongoing support and troubleshooting, Participate in cross-departmental initiatives involving workflow improvements or technology implementation, Ensure automation workflows follow internal controls, compliance requirements, and data governance standards, Assist with audit requests by providing documentation and process transparency, Other ad-hoc tasks as assigned.
Qualifications:
Bachelor's degree in Finance, Accounting, Business Analytics, or a related field.
1-3+ years of experience in financial operations, accounting, business systems, or process automation.
Hands-on experience with automation or workflow tools (e.g., Zapier, Power Automate, Make, Alteryx, UiPath, SQL scripts, etc.).
Strong analytical and problem-solving abilities with a high level of attention to detail.
Intermediate to advanced Excel or Google Sheets skills.
Familiarity with financial processes such as billing, A/P, A/R, general ledger, reconciliations, and month-end close. Basic understanding of APIs, scripting languages (Python, JavaScript), or BI tools (Power BI, Tableau, Looker).
Experience mapping workflows using tools like Lucidchart, Visio, or Miro.
What You'll Get with ROSE: ROSE is passionate about serving our clients and is dedicated to being a great place to work. Our professional work environment involves working alongside the best and the brightest professionals, competitive compensation plan, with long-term growth opportunities. ROSE also offers a comprehensive benefits package including health insurance subsidies up to 80%, Work + Life Fit options, 401(k) with company match, and educational reimbursements.
Specific compensation will be based on the skills, experience, merit, location, education, and training.
ROSE offers excellent benefits including Medical, Dental, Life, PTO days, Paid Holidays, a 401(k) Retirement Plan, Hybrid Work Options.
See more on our state-of-the-art technology platform here: *********************
ROSE is an Equal Opportunity Employer. ROSE will not tolerate discrimination against any employee or applicants on any legally-recognized basis including, but not limited to: age; ancestry; childbirth or related medical condition; citizenship; color; creed; familial status; genetic information; height; weight; marital status; national origin; physical or mental disability or handicap; pregnancy; race; religion; sex; sexual orientation; uniform service member status or veteran status.
Third-party resume submissions are not accepted. Any resume submitted will be considered the property of ROSE, and ROSE will not be held liable to pay a placement fee.
VP, Senior Wealth Consultant - Ultra High Net Worth
Rockville, MD job
Regular
Your opportunity
*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities*
Candidate must reside or be willing to relocate to Bethesda, MD or Tyson's Corner, VA
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs
Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores
Partner with wealth specialists to offer solutions including banking, lending and trust
Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer
Develop a customized financial strategy for prospects and existing clients
Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement
Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service.
What you are good at:
Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives
Demonstrates a bias for action and a commitment to achieving sustainable results
Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals
Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards
Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients
Able to adjust style of communication to best connect with others
Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team
Demonstrates personal resilience and a commitment to continually learn
Able to remain positive and focused during times of pressure, adversity, or change
Actively engages and helps others succeed
Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly
Flexible in changing environmental, economic, and client need scenarios; proven experience demonstrating the ability to lead change within self and others positively
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Preferred Qualifications
Wealth Management designation, e.g., Certified Wealth Strategist (CWS), CFA or CFP highly preferred
Bachelor's degree highly preferred
Required Qualifications
Active & valid FINRA Series 7 license
Active & valid FINRA Series 66 (63/65) license
Active & valid Life & Health insurance
7+ years financial services industry experience
2+ years Ultra- HNW client experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Truck Driver Owner Operator - 2yrs EXP Required - OTR - Ameri-Co Carriers
Princess Anne, MD job
Looking to Partner with Owner Operators - Long Haul Freight.
Proud to be a 100% Owner Operator Fleet
CDL-A Owner Operators and Fleet Owners
Leasing to Ameri-Co Carriers is not just another job. Let us show you how your days with us will be the most successful ones!
Short and Long Runs covering East to West, North to South and Midwest Regions.
We have many options for our Regional and OTR Owner Operators to choose from - drive the routes you love when you partner with Ameri-Co!
Regional and Long Haul Opportunities:
Gross Pay for Regional Drivers BEFORE Deductions: $3,000-$4,000
Gross Pay for Long Haul Drivers BEFORE Deductions: $5,000-$6,000
Some Benefits of partnering with Ameri-Co include:
$4,000 Sign On Bonus
100% Owner Operator fleet
Financially sound company with steady work year-round
High retention rate
Several of our Drivers have been with us for more than 30 years
Ameri-Co's top two Owner Operators have surpassed 4 million miles with us, so the possibilities are endless!!
No forced dispatch
Flexible Schedules to fit your needs and lifestyle
Regional - Home every weekend
Long Haul - Average 8-10 days out (or longer - your choice!)
Rider passes available at no cost to you
Fleet Advance
Accident Plan
Discounts with major tire companies
All Tolls Paid
DOT Physicals paid
Fuel Cards (EFS fuel discount program)
PrePass
Qualcomm equipment provided at no cost ($25/month usage fee)
We Provide:
Competitive compensation package
Exceptional mileage rate paid on ALL miles, loaded and empty (PLUS Fuel Surcharge)
Weekly direct deposit settlements
Safe driving awards and incentives
Quarterly Safety Bonuses
Referral Bonuses
Insurance and Plates:
Ameri-Co joined the Independent Truckers Group as an option to obtain affordable Health Care Benefits
Convenient settlement deductions offered to assist with your vehicle-related insurance purchases
Base Plate Incentive Program (We pay up front)
Ameri-Co believes in maintaining a small company atmosphere and strives to provide the best working conditions and a profitable compensation program.
Qualifications:
Must own semitruck
Must be willing to run under Ameri-Co authority
Minimum 23 years of age
At least two (2) full years of verifiable interstate driving in the past three (3) years
Your truck must be EROD compatible; 2000 build date or newer
Driving experience needs to be with the type of equipment you will be operating
Flatbed Cargo Securement and Tarping experience, if operating Flatbeds
As a wholly owned subsidiary of Minerals Technologies Inc., Ameri-Co Carriers is a leading truckload carrier headquartered in Scottsbluff, NE. Ameri-Co not only recognizes our Owner Operators, but we also show our appreciation to our partners every single day. Our freight is consistent, our lanes are more desirable, and we strive to dispatch trucks that meet your comfort level while providing the right amount of weekly miles you request.
Ameri-Co Carriers is a 100% Owner Operator company. We pride ourselves in partnering with Owner Operators because they have an impressive reputation for safety and reliability.
Investment Consultant- Gaithersburg, MD
Gaithersburg, MD job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 66 (63/65) license required (may be obtained within a 120 day condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
Certified Financial Planner (CFP) certification is preferred
Minimum of two years of experience in the financial services industry (required)
Financial business development experience (highly preferred)
Knowledge of brokerage/banking products and services
Strong client relationship building experience
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Financial Data Governance Lead
Bethesda, MD job
We are actively interviewing for the following opportunity. If interested please apply now and we will reach out and set you up with a video interview
We are seeking a Data Governance Lead with deep experience in the financial services industry, specifically within private equity, to drive the development and execution of our enterprise data governance strategy. This individual contributor role will report directly to the VP of Data and work closely with cross-functional teams to identify, classify, and manage data domains, sub-domains, and assets across the organization.
Key Responsibilities
Key Responsibilities
Build the Data Governance Program: You will be responsible for designing and implementing our data governance framework from scratch. This includes creating policies, standards, and procedures for data ownership, classification, and quality.
Establish Key Data Domains and Assets: In the first 6-12 months, your primary challenge will be to identify, document, and define the most critical data domains and assets across our company using Azure Fabric, including borrower data, loan data, credit data, and portfolio information.
Be a Hands-On Problem Solver: Take a hands-on approach to identify and resolve data quality issues, working directly with data and business teams to implement practical solutions rather than just setting policy.
Lead Stakeholder Collaboration: Act as the central point of contact for data governance, working closely with investment, risk, and legal teams to ensure data is trusted, compliant, and accessible for strategic decision-making.
Drive Mentorship and Skill Development: While you will be a sole contributor, you are expected to be a mentor, guiding and educating various teams on data governance best practices to foster a firm-wide culture of data stewardship.
Develop and Track KPIs: Define and monitor key performance indicators (KPIs) for data quality and governance effectiveness, reporting regularly to senior leadership on progress.
Define and implement data access policies aligned with GDPR and other relevant compliance frameworks.
Establish metadata standards, data lineage tracking, and stewardship models.
Evaluate and implement governance tools such as Purview, Precisely, and Collibra.
Qualifications
Minimum 7 years of experience in data governance within the financial services industry, with private equity experience required.
Strong understanding of data management frameworks (e.g., MDM, DCAM).
Familiarity with GDPR and other data privacy regulations.
Excellent communication and stakeholder engagement skills.
Ability to work independently while contributing to a highly collaborative team.
Preferred Skills
Experience with Microsoft Purview, Precisely, and Collibra.
Knowledge of enterprise data architecture and data quality management.
Proven ability to influence without direct authority across business and technical teams.
2026 Risk Advisory Services Consultant
Columbia, MD job
JOB SUMMARYAs a Staff Consultant in Risk Advisory Services will offer internal audit, internal controls, compliance and risk management consulting. You will play a pivotal role in assisting the Senior Consultant in identifying, assessing, and mitigating risks within their organizations. You will work closely with the Senior Consultant to understand the client's unique business environments, operational processes, and regulatory requirements, offering tailored solutions to enhance their risk management practices. This position requires an understanding of risk management principles, strong analytical skills, and the ability to communicate concepts effectively.
Handles less complex tasks and projects within discipline/ function
Performing risk assessments developing work plans and project approaches, developing project budgets, establishing that quality objectives are met, and building teams to support the day-to-day execution of developed work plans
Performing assessments of business process and IT general controls
Utilizing communication and negotiation skills, effectively communicating ideas/issues with teams and clients
Recognizes complex technical issues, evaluates facts efficiently, and uses strategic decision-making skills to assist management in solving problems
Demonstrates advanced technical knowledge effectively through written and verbal communication
Follow regulations and professional ethics of state bodies appropriate to discipline, including the IIA, ISACA, GAO, AICPA etc
Assists management in planning and managing engagement activity and follows through to achieve results
Recognizes needs and issues pertinent to client activity and demonstrates ownership of engagement's day-to-day tasks and activities
Appropriately manages risk and ensures quality control procedures are being executed
Builds client relationships and maintains quality working relationship
Responds timely and accurately to internal team and client requests
Remains flexible to client requests and requirements
Seeks new ideas and better ways of accomplishing job and company goal
Supervisory responsibilities
None
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Travel may be frequent and unpredictable, depending on client's needs
Required education and experience
0 - 1 years of relevant experience
Bachelor's degree in accounting, finance, technology, computer sciences or equivalent experience
Responsible for completing the minimum CPE credit requirement
Preferred education and experience
Cumulative GPA of 3.0 or higher
Actively working towards achieving CPA licensure or relevant certification, if not already attained
Internal audit, internal controls, compliance or risk management or other professional services environment
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplyConfiguration Manager (TB-CM3-04.022123)
Fort Meade, MD job
CLEARANCE: TS/SCI with Polygraphs are required POSITION: Configuration Manager (Senior) LCAT: Configuration Manager, Level 3REQUISITION: TB-CM3-04.022123LOCATION: Ft. Meade, MarylandSEAT: Emerson JOB DESCRIPTION: The candidate must have Software Configuration Management experience with: GIT, JIRA, and CONFLUENCE. Analyzes system requirements and concept of operations documents, acquisition plans, and system descriptions to develop evaluation and test plans and procedures, prepare for and conduct the data collection and analysis, and report status and results. Supports the development of Government test and evaluation documentation e.g., Test & Evaluation (T&E) Strategy, Test & Evaluation Master Plan, Event Test Plans, Test Readiness Assessments, and T&E Reports. Works with other test organizations to support T&E program integration. Provides specialized T&E capabilities tailored to system functions, level, maturity, and performance area as assigned in the SOW. Configuration Manager, Level 3
CERTIFICATION: n/a EDUCATION + EXPERIENCE: • Master's Degree + 6 years CM in programs and contracts of similar scope, type, and complexity • Bachelor's Degree + 8 years as a CM in programs and contracts of similar scope, type, and complexity, OR • No Degree + 12 years as a CM in programs and contracts of similar scope, type, and complexity. • If assigned to a developmental program, one (1) year of experience using a source code control system for a developmental program of similar scope and complexity is required. NOTE: Degree or higher in computer science related discipline from an accredited college or university. \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\
LABOR CATEGORY QUALIFICATIONSTABLE for Configuration Manager, Level 3 1. Assist in implementing hardware and software version control processes, policies and procedures2. Assist in the use of configuration management tools (e.g. DOORS, Eclipse) to store, track, and manage configuration items3. Understand basic concepts, and assist in documenting hardware and software configuration management processes and procedures4. Implement hardware and software version control processes, policies and procedures5. Understand basic concepts, assist in maintaining and developing the environment for hardware and software product build, staging, testing and integration6. Assist in defining and implementing hardware and software configuration management processes and procedures; such as creating product build scripts and procedures, and integrating those scripts with the hardware and software build process7. Utilize configuration management tools (e.g. DOORS, Eclipse) to store, track, and manage configuration items8. Maintain the CM environment for hardware and software product build, staging, testing and integration9. Develop hardware and software version control processes, policies and procedures and ensure that they are followed on hardware and software development projects10. Apply concepts and define and implement hardware and software configuration management processes and procedures, such as creating product build scripts and procedures, and integrate those scripts with the hardware and software build process 11. Serve as an advisor to (or non-voting member of) Government Change Control Board (CCB)11. Ensure hardware and software version control processes, policies and procedures are followed on hardware and software development projects.12. Manage, maintain and develop the CM environment for hardware and software product build, staging, testing and integration13. Work independently and defines and implement hardware and software configuration management processes and procedures, such as creating product build scripts and procedures, and integrate those scripts with the hardware and software build process CSG, Inc. is an Equal Opportunity / Affirmative Action employer that values the strength of diversity in the workplace. All qualified applicants will receive consideration for employment without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, veteran status, or any other characteristic protected by law.
Auto-ApplyProcessing Specialist 2
Rockville, MD job
Type: Long-term Contract, no end date. Pay: $22 Hours: Full-Time. Responsibilities
Receives and reviews electronic data, images, and videos for event processing and compares against client-specific business rules.
Provides quality assurance verification related to data, image, and video inputs and processes events in accordance with client contract requirements and standards prior to customer submission.
Reviews and verifies vehicle registered owner information prior to advancing evidence package into the customer work queue.
Sorts and categorizes data, images, and videos appropriately following guidance from client and management.
Reports any possible equipment defects, malfunctions, problems, or concerning trends to supervisor in a timely fashion.
Communicates important issues or concerns clearly and concisely with internal team members via email, phone and ticketing platforms.
Collaborates with cross-functional business units to ensure optimal program performance and results.
Supports training of new hires during onboarding and/or with new system updates and enhancements.
Maintains accurate and up-to-date process documentation and tracking.
Reviews and audits various processes and provides clear feedback for improvement.
Assists with special projects from leadership on an as-needed basis.
Performs other office-related duties as assigned.
Requirements:
High School Diploma or equivalent
Ability to pass a drug and background check.
Ability to clear extensive background check to review Personal Identifiable Information (PII).
Commitment to maintaining confidentiality and in securing important PII data.
Strong PC skills including basic proficiency in Word and Excel.
Strong attention to detail and proven track record in providing quality assurance.
Ability to communicate effectively in writing and verbally.
Benefits:
Eligible for Health Benefit Coverage following 60 days of employment
401k After 1 Year.
1 Week Sick Accrued
Level One Personnel is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other status protected by law.
Auto-ApplyGlobal Equity Trader
Baltimore, MD job
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office.
Core responsibilities include, but are not limited to:
As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to:
Global Trading Execution and Strategy
* Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios
* Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader
* Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones
* Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk
* Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers
* Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform
Strategic Relationships and Market Intelligence
* Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives
* Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools
* Stay current on global market structure developments, regulatory changes, and trading innovations
* Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps
* Serve as escalation contact for colleagues with trade related questions that require complex solutions
Trading Oversight and Governance
* Assist with management of CSA budget and bundled research arrangements
* Produce and be able to present on quarterly best execution and board reporting
* Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires
Qualifications
* 10+ years of global equity trading experience across global markets and managing firm risk
* Proven leader and self-starter requiring limited oversight
* Ability to work rotational overnight shifts to support global trading operations
* Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
* Collaborative and proactive mindset with strong interpersonal skills
* Comfortable working in a fast-paced, deadline-driven environment
* Familiarity with compliance regulations regarding best execution and fair allocation practices
* Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses
* Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred
* Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics
We are looking for individuals with the following characteristics:
* Strategic thinker with a passion for global equity, capital markets, and ETFs
* Demonstrable history of success in former roles
* Flexible and adaptable
* Detail oriented with strong analytical skills
* Superior communication skills
* Ability to maintain composure and focus through stressful situations
* Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations
* Easily viewed as a trustworthy and dependable team player
* Self-confidence
* Fair and balanced in negotiating complex situations
* A focused, dedicated, entrepreneurial, open-minded personality
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
* Medical
* Dental
* Vision
* Wellness program participation incentive
* Financial wellness program
* Fitness event fee reimbursement
* Gym membership discounts
* Colleague Assistance Program
* Telemedicine Program (for those enrolled in Medical)
* Adoption Benefits
* Daycare late pick-up fee reimbursement
* Basic Life & Accidental Death & Dismemberment Insurance
* Voluntary Life & Accidental Death & Dismemberment Insurance
* Short Term Disability
* Paid parental leave
* Group Long Term Disability
* Pet Insurance
* 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Auto-ApplyTraining Course Developer/Instructor - Technical Collection
Maryland job
ABOUT US: Ascensus Global, Inc. (formerly MultiLingual Solutions, Inc.) is a Service-Disabled Veteran-Owned Small Business (SDVOSB) with more than 21 years of successful experience providing professional language services, foreign language and cultural training, and analysis support to a broad client base consisting of more than 40 U.S. military and intelligence customers, as well as over 2,000 civilian government, commercial and non-profit organizations in various fields. With ISO 9001:2015 and 17100:2015 certifications, AGI provides services in more than 100 languages, employing innovative technologies and methodologies and applying best practices from both the Government and commercial arenas to advance each customer's unique communication and operational objectives throughout the U.S. and across the globe.
POSITION SUMMARY: AGI is actively seeking Training Curse Developers/Instructors for an upcoming effort supporting a government customer. The Technical Collection (“TC”) Developer-Instructor is responsible for course development and instruction on first-line network and target analysis. This includes technical collection for analysis of radars, jammers, and other electronic emanations from developmental and fielded systems used for warfighting, national security, criminal activities, and other purposes. Additionally, it includes collections for analysis on intelligence derived from the sources such as spacecraft and ground-related systems, radars and jammers, aircraft, missiles, command links and telemetry, automated beaconing, navigation, tracking control systems, and other radio frequency communications. This position is pending contract award.
Requirements
ESSENTIAL RESPONSIBILITIES:
Perform signal acquisition and collection with technical systems and platforms.
Operate, monitor, and adjust collection processing systems and equipment.
Manage the end-to-end data flow process for collection.
Identify target communications within the global network.
Apply Intelligence Community collection management processes and analyze signals and/or cryptographic data including analog signals in different domains (frequency or time) and signals from multiple telecommunications environments.
Use one or more collection systems used to optimize acquisition.
Apply radio frequency theory (e.g., radio wave propagation, antenna theory antenna usage) to collection-related requirements and actions.
Satellite communications and operations utilizing satellite systems such as SATCOM equipment and telemetry.
Gather and analyze information to identify relevant sources of data or information sought to be collected and subsequently selecting the best tools and methods available to achieve collection requirements.
Analyze analog signals in different domains (frequency or time) using appropriate tools (for example, spectrum analyzers, dual beam oscilloscope).
Take into account a particular audience, arranging and tailoring technical and other information and materials and then clearly communicating on the topic, in oral and written manner, to achieve required goals and outcomes.
Solicit and receive course feedback from students and other people and timely incorporating appropriate feedback into courses and presentations.
Develop new TC courses, modules, and presentations while ensuring the accuracy and currency of existing ones.
Use good communication skills when working with others in the development, presentation, and updating of TC teaching and course material.
SECURITY CLEARANCE: TS/SCI with polygraph is required.
QUALIFICATIONS: The TC Training Course Developer-Instructor requires 2 or more years of technical teaching experience and/or technical curriculum development (e.g., military courses, academia or industry classroom (faculty/adjunct), On-the-job (OJT) instruction) with additional qualifications below.
For candidates without a Bachelor's Degree (or higher) in a technical science major (Engineering, Mathematics, Computer Science, Physical Sciences, or comparable area): 6 or more years of TC experience (within the past 10 years).
Completion of military training time in a relevant area such as Signals Collection or Analysis can be counted as experience time.
For candidates with a Bachelor's Degree (or higher) in a technical science major (Engineering, Mathematics, Computer Science, Physical Sciences, or comparable area): 4 or more years of TC experience (within the past 10 years). Completion of military training time in a relevant area such as Signals Collection or Analysis can be counted as experience time.
A preferred candidate will have one of the above and 10 or more years of TC experience (within the past 15 years).
PREFERRED QUALIFICATIONS:
n/a
WORK ENVIRONMENT:
8-hour shifts or as required by the customer.
PAY RANGE:
Pay Range: $80,000 - $130,000 a year
Ascensus Global (AGI) pay range and level are general guidelines for this job. Several factors, including education, geographic location, contract labor categories, experience, knowledge, skills, and abilities, or market data, determine the final salary.
BENEFITS:
Our benefits package includes health and welfare options (medical, dental, vision, and health savings account), short-and long-term disability, company-paid life insurance, additional voluntary coverage, a 401(k) plan with company match, paid time off, and holiday pay.
AGI is committed to equal employment opportunity without regard to race, color, ethnicity, national origin, sex, pregnancy, marital status, sexual orientation, gender identity, age, religion, disability, military/veteran status, or any other characteristic or condition protected by federal, state, or local laws. We support the employment and advancement in employment of individuals with disabilities and of protected veterans, and we treat qualified individuals without discrimination regardless of their physical/mental disability or veteran status.
Director - Revenue Customers
Annapolis, MD job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. The American Express Global Commercial Services (GCS) business unit is the global leader in providing payments solutions for Small, Medium and Large businesses. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools.
If you are ready for more than just a job, are not afraid of embracing challenges and setting and exceeding big goals, American Express invites you to share your resume to be considered for future opportunities on our newly created Enterprise Sales team.
The Director of Enterprise Sales (Revenue Customers) will be responsible for expanding and cross-selling existing revenue managed customers across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division.
**Key responsibilities include:**
+ Expand and Cross-Sell from existing revenue managed clients with annual revenue of $1B in primary and secondary markets
+ Partner with sales leaders across various sales and account management segments to implement multi-market payment solutions
+ Lead strategic selling in alignment with compliance and internal partner business requirements
+ Develop and execute a growth strategy, adapting plans and priorities to address resource/operational requirements
+ Achieve Sales CV Targets
+ Execute a transactional sales cycle
+ Sell core and supplier payments American Express solutions
+ Spend significant time identifying opportunities, ensuring set-up/ card issuing, and managing expansion signings through the first 19 months of Booked Charge Volume
**Minimum Qualifications:**
+ Advanced analytical skills to bring concepts to life through data
+ Proven track record in Fintech and/or B2B sales negotiations, leadership and closing skills with Fortune 1000 companies
+ Hunter mentality
+ Proven track record in sales negotiations, leadership and closing skills with Fortune 1000 companies
+ Strong understanding of complexities, nuances, and opportunities in payments industry across a variety of global markets
+ Thorough knowledge of successful consultative selling techniques within Procurement, Treasury and Finance related to supply payments
+ Extensive experience with complex sales planning and execution
+ Strong financial acumen
+ Leverages lead sources to identify opportunities and proactively schedule warm account review appointments with prospects
+ Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/ or services
+ Exceptional thought leadership, strategic thinking skills and project management aptitude
+ Outstanding presentation and negotiation skills and ability to interface and influence at the most senior levels
+ Strong collaboration and leadership skills
+ Ability to travel as required
+ Bachelor's Degree required; MBA preferred
+ Must be able to work in a virtual environment
**Qualifications**
Salary Range: $132,750.00 to $243,500.00 annually sales incentive equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25021838
Part Time Associate Banker Maryland West (20 Hours)
Rockville, MD job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyCommercial Banker 3
Baltimore, MD job
Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Commercial Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
This position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank's image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank's image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives.
Administers a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives.
Determines the credit worthiness of borrowers by making sound analysis of their financial condition, ability to repay the loan and the net realizable value of the collateral in accordance with established policy and procedure to ensure a portfolio of commercial loans that meet the Bank's quality standards.
Monitors loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems and when appropriate waiving a request for financial statements according to established policies, procedures and regulations in an accurate and timely manner to reduce risk the Bank might incur from collateral deterioration or borrowers' inability to pay.
Prepares loan documents that are in compliance with bank regulations for presentation, presents loans that are above the incumbent's lending limit to the loan committee or officer with higher lending limits communicating all elements of the loan to ensure compliance with regulations and to enhance the ability to make sound credit decisions.
Promotes the Bank's image in the community by participating in community activities, coordinating community development efforts, promoting involvement and participation in community service organizations to assist in compliance with the Community Reinvestment Act, presents a favorable image in the community and establishes contacts that could generate new business.
Develops and maintains an adequate level of knowledge in Commercial Banking, general banking and business development matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance.
Implements all compliance policies and procedures within the department and ensures the department staff receives adequate regulatory compliance training to perform job functions in compliance with regulatory requirements and standards, follows corporate Compliance policies and procedures and cooperates fully with all internal and external compliance reviews and examinations.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
10
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Intermediate Level
MS Excel - Intermediate Level
MS PowerPoint - Intermediate Level
Experience in a lending banking position and in an equivalent customer focused position.
Knowledge of banking laws and regulations.
Experience in community and civic activities.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Compensation Grade:
EXT14
Pay Range:
$122,252.00 - $203,762.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyBSA/Fraud Analyst - In Office
Hagerstown, MD job
Functional Title: BSA/Fraud Analyst
Reports to: BSA Officer
Grade: 5
FLSA: Exempt
Middletown Valley Bank is a growing organization, and we are looking for people who believe in providing an Absolutely Exceptional Experience to our customers, communities, and fellow team members. Become a part of our team and join a company with a professional and positive work environment, caring culture, great benefits and rewarding work opportunities.
General Summary
The BSA/Fraud Analyst (BFA) plays a critical role in safeguarding the integrity of the Bank. This position is responsible for supporting compliance with key regulations, such as the Bank Secrecy Act (BSA), the Office of Foreign Assets Control (OFAC), fraud monitoring, and loss prevention programs. The BFA will assist with investigations, monitoring transactions, assisting with regulatory reporting, and ensuring the Bank remains in compliance with applicable regulations and laws.
The BFA will also contribute to annual BSA-related risk assessments, support internal teams with compliance-related questions, and serves as a resource across departments for BSA and fraud-related matters.
Primary Duties and Responsibilities
Bank Secrecy Act (BSA) & Compliance:
Monitors and communicates updates on deposit and BSA compliance issues, including changes in laws, regulations, internal policies.
Assists the BSA Officer with compliance inquiries and helps prepare the annual BSA/CIP effectiveness report to the Board of Directors.
Prepares and files required regulatory reports such as Suspicious Activity Reports (SARs), Currency Transaction Reports (CTRs), and High-Risk Reviews.
Responds promptly to information requests under the FINCEN 314 program.
Assists the BSA Officer with conducting regular transaction monitoring and reviews worklists for BSA using transactions surveillance software.
Investigates and documents activity that may require SAR filings, ensuring reports are accurate and timely.
Supports investigations referred by bank staff, including counterfeit currency reporting and other unusual activity.
Fraud Monitoring and Loss Prevention:
Conducts and documents fraud investigations; escalates findings to the BSA Officer.
Reviews daily fraud alerts and flagged transactions, initiating follow-up investigations as appropriate.
Stays informed on fraud mitigation practices through industry resources and forums.
Acts as a resource for staff inquiries related to potential fraudulent or suspicious activity.
Administers transaction monitoring rules and reviews flagged items daily, taking appropriate action.
Collaborates with the BSA Officer to analyze and report suspicious activity and strengthen fraud prevention strategies.
Other:
Maintains positive working relationships with regulators, industry peers, business partners, and internal departments.
Develops, coordinates, and assists in the implementation of policies and procedures and identifies process efficiencies.
Follows up on complaint log items reported from across the Bank, ensuring appropriate documentation and resolution.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Other duties necessary to meet businessobjectives.
Supports andparticipatesin community activities and initiatives.
Knowledge, Skills, and Abilities
Requires a bachelor's degree in business, finance, or related field of study. In lieu of a degree, a comparable combination of education and related experience may be considered.
3-5 years of related work experience in compliance, anti-money laundering and Bank Secrecy compliance in the financial services industry.
Strong knowledge of banking regulations and compliance requirements in the financial services industry.
Proficient in Microsoft Office applications.
Solid analytical and critical thinking skills; able to make sound decisions based on available data and regulatory guidelines.
Strong written and verbal skills; able to collaborate effectively across departments and present findings clearly.
Ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced environment.
Comfortable working in an evolving technological and regulatory landscape.
Willingness to occasionally work extended hours and travel as needed for training and relationship building.
Commitment to Middletown Valley Bank's Code of Ethics and Values.
Work Environment:
While performing the duties of this job, the employee is regularly required to stand, walk, see, use hands to type, carry, handle, and feel objects, reach with hands and arms, talk, and hear.
The employee must occasionally lift and/or move up to 25 pounds or more.
The job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.
Full Time Benefits:
Health, Dental, and Vision Insurance
Life Insurance
Short Term & Long-Term Disability
401k Savings Plan
Paid Holidays
Paid Time Off
Professional Development
Employee Assistance Program
This job description represents a summary of typical functions of the job, not an exhaustive list of all possible responsibilities, tasks, and duties.
Mortgage Warehouse Client Specialist
Germantown, MD job
The Mortgage Warehouse is a hybrid position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations Specialist. The Mortgage Warehouse Client Specialist provides customer service support and loan operations support to the high-value clients of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse Lending Relationship Managers (RM) and Portfolio Managers to service the client's daily transaction requirements and periodic needs for special services.
The Mortgage Warehouse Client Specialist performs a variety of routine and non-routine functions in accordance with standard procedures including collateral onboarding and management, loan advance and repayment transactions, data integrity and quality control, and reporting, all of which is done in a direct client-contact environment. The Mortgage Warehouse Client Specialist partners with other departments and/or outside agencies to resolve problems.
Essential Duties and Responsibilities:
* Receive credit line advance requests from clients and verify accuracy and data integrity.
* Set-up mortgage loan collateral description as specified by clients.
* Perform loan advances in loan system and send out-bound wire transfer to recipients specified by clients.
* Provide wire tracking information as needed by clients.
* Receive in-bound wire transfers which represent repayment proceeds from secondary market loan purchasers.
* Interact with clients to determine which mortgage loans are being purchased by secondary market.
* Perform payment transactions in loan system as specified by clients.
* Receive and review collateral (original mortgage notes) from clients.
* Interact with clients to resolve collateral discrepancies/issues.
* Image collateral and file electronically in loan system.
* Perfect collateral by preparing and attaching bailee notices.
* Send perfected collateral to destination specified by clients.
* Receive and manage returned collateral.
* Perform EOD balancing of both monetary and collateral activity.
* Prepare and disseminate daily and monthly reports for internal and client use.
Education and/or Work Experience Requirements:
* 0-2 years of general banking, transaction and customer support experience
* Accurate typing, spelling and grammar skills.
* Proficient with applicable computer software.
* Excellent written and oral communication skills.
* Analytical and customer support skills.
* Strong organizational skills.
* Strong customer service skills.
* Strong problem resolution skills.
* Decision making skills.
* Critical thinking skills
* Leadership skills.
Physical Requirements:
* Precise hand/eye coordination
* Basic keyboarding or other repetitive motions
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
Benefit Highlights
* Medical with wellness incentives, dental, and vision
* HSA with company match
* Maternity and parental leave
* Tuition reimbursement
* Mentor program
* 401(k) with 6% match
* More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
Wealth Management Lending Officer
Baltimore, MD job
Towson, Maryland;Baltimore, Maryland; Bel Air, Maryland; Hunt Valley, Maryland **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (******************************************************************************************************
**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for developing and maintaining a network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities from Bank of America Merrill Financial Advisors. Key responsibilities include responding to customer inquiries and referrals, conducting interviews with prospective borrowers, determining customer financing objectives, and advising customers of product/pricing policies and guidelines, while maintaining regulatory and compliance requirements of the Line of Business. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Manages prospecting clients and the initial structuring processes, while determining customer financial objectives and lending needs
+ Negotiates with the client on lending terms, preparing deal justification and related documentation, and advising on related policies and guidelines
+ Maintains a network of relationships to drive business referrals for lending opportunities
+ Works directly with clients through final loan approval and closing as necessary and ensures data quality of client and deal information
+ Provides guidance to effectively challenge and influence the strategic direction and tactical approaches of priority decisions
+ Maintains thorough knowledge of lending programs, policies, procedures, and regulatory requirements and understands the suite of Wealth Management products and services to support business requirements
+ Manages multiple tasks and sets priorities in line with the bank's overall strategy and prioritization
**Required Experience/Skills:**
+ Minimum 5 years first mortgage origination experience, or a minimum 3 years mortgage origination experience with an additional two years of experience in the financial services industry.
+ Has significant experience building relationships with clients.
+ Has a working knowledge of federal regulations governing real estate lending.
+ Can build and maintain solid referral base (that is, strong community involvement/ties, established relationship with assigned Merrill financial advisors).
+ Strong computer skills including Microsoft applications and previous experience using laptop technology for communication purposes including accessing rate, credit and loan status information.
+ Takes ownership, accountability and can demonstrate integrity.
+ Understands processing, underwriting and/or closing procedures.
+ Self-motivated and highly organized.
+ Effective communication skills.
+ Prioritizes multiple competing tasks.
**Preferred Experience/Skills**
+ Demonstrated success in prospecting, generating leads, closing business and consistently meeting/exceeding production goals.
+ Strong background in credit solutions, ranging from standard to custom mortgage products and other securities-based lending.
+ A bachelor's degree in business or related field experience.
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Intern-Data Analysis, Preston MD-Summer 2026
Preston, MD job
Summary/Objective
Temporary part-time intern needed to perform data analytic duties for the bank's operations organization.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Assist department with special projects as assigned
Import, scrub, export, profile, verify, sort, group, combine and sample data
Develop analytical scripts for assigned project
Document results of analytical testing
Create visualization reports for results of analytical project
Skills/Abilities
Professional written and verbal communication skills
High level of professionalism
Highly organized with attention to detail
Ability to follow instructions and work independently on multiple tasks.
Computer experience required, with working knowledge of Microsoft Word, Excel, and Outlook
General knowledge of data analytic scripting preferred
Supervisory Responsibility
This position does not have supervisory responsibilities.
Work Environment
This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary.
Travel
Limited local travel may be required for this position.
Education and Experience
Current undergraduate student, preferably majoring in data analytics or a related field.
This position is classified as non-exempt, and as such it is paid on an hourly basis. The pay range for this position is $16.00 - $18.00 per hour. Other compensation includes overtime paid at one and one-half times the normal hourly rate for any hours worked in excess of 40 in a workweek.
Equal Employment Opportunity/M/F/disability/protected veteran status
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Auto-ApplyCredit Resolution Officer
Denton, MD job
Are you looking for a new opportunity with the ability to work in a collaborative team environment, that provides a great work/life balance, and the chance to make a difference?
Overview: Horizon Farm Credit is recruiting for a Credit Resolution Officer to join our team. We have one position available, and the qualified candidate will work in either the Mechanicsburg, PA, Westminster, MD, Denton, MD, or Winchester, VA branch location. The hours of operations are typically, Monday to Friday from 8 a.m. to 4:30 p.m. This position is eligible for a hybrid work schedule after 6 months of successful employment. This is a great opportunity to make a difference in agriculture and rural communities.
Position Description: In this position, you will work directly with Ag Relationship Managers, Customers, Credit Analysts, Regional Credit Officers, Special Assets, and Regional Management to return a loan to a viable financial position through restructuring, borrower counseling, creative credit packages and/or resolution of distressed accounts if needed. You will assist with the prevention of loans entering special classification and the reduction of non-earning assets through restructuring, borrower counseling, and resolution of distressed and delinquent accounts.
Areas of Responsibility:
Will act as a key influencer with Customers and Ag Relationship Managers and work with Credit Analysts and Management in assigned regions to address customer situations in or approaching the need to refer to the Special Assets team.
Establishing and maintaining sound credit and loan administration/pricing, along with credit quality goals.
Establishing appropriate loan terms and conditions to manage the loan risks for a variety of loans.
Serve as a specialized resource focused on the retention and improvement of distressed and/or assigned accounts not assigned to the Special Assets team.
Monitors assigned accounts.
Partners with the Special Assets Team Lead and aligns with key credit strategies with Regional Sales Team.
Analyzes credit/operation of assigned customers.
Provide Ag Relationship Managers support through coaching, coordinating, and delivering both individual and group training as needed and as directed by Leadership.
Provide key insights, counsel, and direction on assigned to relevant accounts, and supporting communications as needed, to best position the Ag Relationship Managers as the primary contact with the customer.
REQUIREMENTS
Bachelor's degree in Business Administration, Agriculture Economics, Finance, or related field.
Generally, at least 8 years of lending/credit analysis experience.
Ability to perform a greater level of activities, and independently handle complex credits.
Proficient in accessing loan applications and making informed credit decisions.
Highly skilled in selling, negotiating, and identifying customer needs.
Excellent negotiation skills and the ability to probe for customer needs.
Ability to analyze and develop solutions to complex problems.
Excellent interpersonal, communication, and organizational skills.
Excellent skills in judgment, decisiveness, and analysis and ability to appropriately respond and react quickly as situations dictate.
Adaptable and flexible to a changing work environment.
Prolonged periods sitting at a desk and working on a computer.
Regular, predictable, and reliable attendance is required.
Complies with the Association's Standards of Conduct Policy.
Who are we?
Horizon Farm Credit is an expert in agriculture, with over 100 years of serving rural America. As a premier rural lender, we're constantly growing and seeking new members for our team. As part of the Horizon Farm Credit team, you have the opportunity to make a difference in agriculture and rural communities.
What can we offer you?
We offer competitive compensation and benefits packages for full-time employees including:
Medical insurance with dental and vision care options
401 (k) with significant employer matching
Paid time off, holidays, and volunteer time to support work/life balance
Tuition reimbursement and training opportunities
Student loan reimbursement
Leadership and career development opportunities
Paid maternity and bonding leave
Paid short-term disability
Fun and inclusive work environment
Salary Range: $75,400 - $90,000, depending on experience.
Equal Opportunity Employer including veterans and individuals with disabilities.
Auto-ApplyGlobal Equity Trader
Baltimore, MD job
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Brown Advisory is seeking a Global Equity Trader to help lead the execution of global equity strategies across U.S., European, and Asian markets. This role requires U.S. and global markets expertise, strong leadership capabilities, and a thorough understanding of capital markets with the flexibility to operate during overnight or early morning trading sessions, as needed. The ideal candidate will support both U.S. and global strategies, collaborate across internal and external stakeholders, manage complex trade operations, and contribute to the optimization of portfolio performance. This trader will also be expected to provide coverage for other equity traders, with the team working collaboratively to ensure coverage across time zones. This position is based in the Baltimore, MD office.
Core responsibilities include, but are not limited to:
As part of the Equity Trading Desk at Brown Advisory, your core responsibilities include, but are not limited to:
Global Trading Execution and Strategy
Execution of equity trades across U.S., European, and Asian equity markets on behalf of Brown Advisory's institutional and private client portfolios
Actively monitor US and global equity markets to identify and execute trading opportunities for institutional equity strategies, including coverage of overnight sessions on a rotational basis with another trader
Work flexible hours, including evenings and early mornings when appropriate, as part of a collaborative team structure that is designed to ensure balanced coverage and strategic support across global time zones
Assist with managing, rebalancing, and optimizing portfolios to maximize strategy performance, while minimizing risk
Demonstrate expertise in capital markets with the ability to collaborate effectively with various sell-side desks, including Equity Capital Markets, High Touch Cash, Low-Touch/Electronic, Program Trading, and ETF providers
Provide backup coverage for other equity traders to ensure consistent execution and team continuity across the trading platform
Strategic Relationships and Market Intelligence
Collaborate with Portfolio Managers and Research Analysts to align trading strategies with investment objectives
Partner with internal infrastructure teams to improve trading systems, workflows, and reporting tools
Stay current on global market structure developments, regulatory changes, and trading innovations
Build and maintain strong partnerships with brokers, as well as other external counterparties through on-site visits and/ or conferences to expand the firm's network and close industry knowledge gaps
Serve as escalation contact for colleagues with trade related questions that require complex solutions
Trading Oversight and Governance
Assist with management of CSA budget and bundled research arrangements
Produce and be able to present on quarterly best execution and board reporting
Respond to Institutional investor requests including RFPs, due diligence, and quarterly questionnaires
Qualifications
10+ years of global equity trading experience across global markets and managing firm risk
Proven leader and self-starter requiring limited oversight
Ability to work rotational overnight shifts to support global trading operations
Proficiency with global equities, ETFs, capital markets, mutual funds, and/or currencies
Collaborative and proactive mindset with strong interpersonal skills
Comfortable working in a fast-paced, deadline-driven environment
Familiarity with compliance regulations regarding best execution and fair allocation practices
Ability to prepare, analyze and disseminate information appropriately; pre and post trade TCA data, liquidity events, and commission analyses
Experience with various trading technologies, including Bloomberg, Advent APX, and/or Charles River preferred
Bachelor's degree from an accredited institution with preferable focus in accounting, finance, or economics
We are looking for individuals with the following characteristics:
Strategic thinker with a passion for global equity, capital markets, and ETFs
Demonstrable history of success in former roles
Flexible and adaptable
Detail oriented with strong analytical skills
Superior communication skills
Ability to maintain composure and focus through stressful situations
Emotionally disciplined to effectively read personalities to maximize an effective outcome of trading scenarios and contract negotiations
Easily viewed as a trustworthy and dependable team player
Self-confidence
Fair and balanced in negotiating complex situations
A focused, dedicated, entrepreneurial, open-minded personality
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
MD Salary: $175k-$200k Commensurate with experience and location. This range does not include bonus or long term incentive eligibility, which are applicable for this role.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Auto-Apply
Shore United Bank is seeking a Branch Banking Specialist I (Bank Teller) to join our team. A Branch Banking Specialist I is a front-line, customer facing teller position responsible for professionally interacting with clients to take care of their financial needs. A Branch Banking Specialist is responsible for providing exceptional customer service including efficient and accurate transaction processing. The Specialist is skilled in customer conversations, asking questions to determine the best solutions to meet the financial needs of our customers.
Essential Functions Include:
Handles customer transactions including deposits, withdrawals, transfers, loan payments, night deposits, settling and maintaining the ATM, accurately balancing cash drawer.
Provides superior customer service through conversation to identify customer needs, in person and over the phone.
Promotes bank products and services through customer conversations to help the customer meet their financial needs.
Works closely with bank partners for client referrals to Merchant, Wye Financial, Commercial Relationship Managers, Branch Lenders
Aids customers in managing and optimizing their bank accounts and other products.
Maintains the highest level of confidentiality with all information obtained.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same.
Participates in required training sessions, including training for compliance with BSA/AML policies and procedures.
Location: Lothian Branch - 5401 Southern Maryland Boulevard, Lothian, MD 20711
Position Type/Expected Hours of Work:
Full-time.
Non-exempt.
Days of Work: Monday-Friday, with rotating Saturdays (Closed Sundays.)
Required Education and Experience:
High school diploma/GED equivalent.
1 year experience successfully providing excellent customer service in a fast-paced environment.
1 year experience cash handling with high level of accuracy.
Compensation:
The pay range for this position is $18.00 to $20.00 hourly.
Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Company Benefits:
Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
Paid parental leave
401k savings plan with up to a 4% company match
Employee Stock Purchase Plan
Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
Opportunity for growth and advancement
Paid training program and continuous training sessions throughout the year on various topics
Generous paid time off and paid sick time
Community involvement opportunities
Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.
Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.
Auto-Apply