Trader jobs in District of Columbia

Overview World Wildlife Fund (WWF), one of the world's leading conservation organizations, seeks a Outgoing Agreements & Financial Associate Specialist. The Outgoing Agreement & Financial Associate Specialist administers outgoing agreements (subgrants, consulting agreements, and other contracts) from issuance through close-out for assigned programs. Responsibilities include drafting, reviewing, negotiating, and processing agreements; ensuring compliance with donor requirements, WWF policies, and audit standards; and maintaining accurate records in WWF systems (SmartSimple, Workday). The coordinator provides guidance to program staff and grantees, serving as a subject matter expert on agreement procedures. The role also supports financial management by reviewing subgrantee financial reports and budget vs. actuals, processing journal entries and reclasses in Workday, ensuring accurate and timely payments, and identifying and resolving reporting discrepancies. Salary Range: $58,200-$87,200 Please note: Applicants must be legally authorized to work in the U.S. This position is not eligible for employment visa sponsorship. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Responsibilities Grants and Contracts Administration * Drafts outgoing agreements (subgrants, consulting agreements, travel support agreements), incorporating scopes of work, budgets, monitoring requirements, and donor provisions. * Reviews and edits scopes of work and budget documents, collaborating with program staff and Program Administrators as needed. * Assesses agreement conditionality and serves as a resource on related questions. * Facilitates and monitors the review and approval process for new agreements and amendments. * Coordinates with Legal, program staff, Program Administrators, and other internal and external stakeholders during agreement negotiations. * Secures authorized signatures, distributes final documents, and tracks set-up for initial payments. * Maintains complete and accurate agreement records in SmartSimple and Workday in accordance with WWF policies and audit standards. * Troubleshoots issues related to agreement and supplier integration and payment processing. * Processes agreement payments in a timely manner, liaising with accounting and program teams to resolve questions. * Monitors and clears advances, and records expenses for conditional grants, consultants, and travel advances. * Monitors compliance with deliverable requirements and follows up on outstanding submissions. * Ensures financial and project reports are acknowledged and routed for timely review; may provide overviews for completeness. * Drafts and processes amendments for grants and consultancies as needed. * Closes out agreements in accordance with WWF policies, coordinating with Program Administrators and Technical Officers. * Provides guidance and support on outgoing agreement procedures and systems (SmartSimple and Workday); serves as a subject matter expert for internal partners. * Ensures real-time visibility of processing status in grant management systems. * Ensures all programmatic and financial documents related to outgoing agreements are properly filed and accessible for audit purposes. * Builds relationships across teams and communicates effectively with internal and external partners. * Works in close coordination with the Manager, Outgoing Agreements, receiving guidance and support to ensure consistency in processes and alignment with unit priorities. Financial Operations * Assists with financial and operational analyses, including and running/reviewing budget vs. actuals reports. * Reviews subgrantee financial reports. * Processes journal entries and reclasses in Workday in accordance with accounting policies. * Ensures timely and accurate processing of agreement payments. * Runs out-of-balance reports and resolves discrepancies. * Reviews the WWF Payroll Journal Hours Accounting report and makes necessary adjustments for any Effort Certification holding account hours. * Reviews the WWF Payroll Journal Hours Accounting report and makes necessary adjustments for any Effort Certification holding account hours. * Other duties as assigned. Key Competencies * Attention to Detail & Accuracy: Ensures completeness and correctness in agreements, financial transactions, and compliance. * Communication: Communicates clearly and concisely with internal stakeholders and external partners. * Organization & Multitasking: Efficiently manages multiple deadlines and priorities. * Collaboration & Teamwork: Works effectively across departments to achieve shared goals. * Analytical Skills: Reviews materials, identifies trends, and recommends improvements. * Independence & Discretion: Exercises sound judgment and autonomy in managing agreements and finances. * Customer Service Orientation: Supports staff and partners while ensuring compliance. * Adaptability & Prioritization: Manages competing deadlines and high-volume periods effectively. Qualifications * Bachelor's degree and two to four years of relevant experience in grants, contracts, public administration, or project/financial management. * Working knowledge of the grants management cycle and basic grant accounting principles is desired. * Strong organizational, analytical, and quantitative skills; ability to prioritize and manage multiple projects under time constraints. * Excellent attention to detail and ability to produce high-quality, accurate work on time. * Strong communication and interpersonal skills; ability to collaborate across teams and with internal and external partners. * Customer service orientation, problem-solving skills, and ability to work independently or as part of a team. * Proficiency in word processing, databases, and spreadsheets (e.g., Word, Excel, PowerPoint, Access); familiarity with grants management and accounting systems (e.g., SmartSimple, Workday) is highly desirable. * Ability to operate with independence, discretion, and sound judgment. * Commitment to fostering a culture of inclusion within and across teams. * Identifies and aligns with WWF's core values: * COURAGE - We demonstrate courage through our actions, we work for change where it's needed, and we inspire people and institutions to tackle the greatest threats to nature and the future of the planet, which is our home. * INTEGRITY - We live the principles we call on others to meet. We act with integrity, accountability, and transparency, and we rely on facts and science to guide us and to ensure that we learn and evolve. * RESPECT - We honor the voices and knowledge of people and communities that we serve, and we work to secure their rights to a sustainable future. * COLLABORATION - We deliver impact at the scale of the challenges we face through the power of collective action and innovation. To Apply: * Submit cover letter and resume through our Careers Page, Requisition #26032 * Due to the high volume of applications, we are not able to respond to inquiries via phone World Wildlife Fund (WWF) promotes equal employment opportunities for all qualified individuals regardless of age, race, color, sex, religion, national origin, disability, or veteran status, or any other characteristic protected under applicable law.

Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate ("Private Bankers" or "PB") to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office(s). Job Description/Position Responsibilities * Partner with FAs to provide advice and potential cash management and lending solutions to clients * Build product awareness and understanding among Financial Advisors * Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new cash management and lending revenue * Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited to production, balances, revenue, Advisor participation, units, etc. * Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the cash management and lending opportunities with their clients * Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives * Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support * Act as the subject matter expert for FA, Branch and client inquires on Private Banking products and services * Understand competitive environment and develop strategies to retain and win new business * Develop and implement product marketing strategies with Branch Management and FA team * Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners Qualifications: * Minimum of 7 years of successful lending business development experience with an investment, commercial or private bank * Expert knowledge of credit products including credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products and commercial credit facilities * Experience in understanding the financial needs of all types of clients * Proven new business development / origination experience with Lending products is required * Completion of formal credit training strongly preferred * Bachelor's degree preferred or relevant experience Skills/Abilities: * Strong relationship building capabilities with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners * Strong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products * Ability to understand the financial needs of the retail brokerage clientele. * Ability to efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships * Possess excellent business development and marketing skills and desire to consistently achieve top revenue results * Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances * Demonstrate positive initiative, leadership and comfort working in a fast-paced environment * Detail orientation with strong organizational and analytical skills * Ability to train Financial Advisors on product suite * Possess excellent oral and written communication skills * Exceptional presentation skills * Ability to meet deadlines and manage Financial Advisor and client expectations * Good collaboration skills in a team-oriented environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $110,000 - $190,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

At EAB, our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive transformative change through data-driven insights and best-in-class capabilities. From kindergarten to college to career, EAB partners with leaders and practitioners to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve. At EAB, we serve not only our partner institutions but each other-that's why we are always working to make sure our employees love their jobs and are invested in their communities. See how we've been recognized for this dedication to our employees by checking out our recent awards. For more information, visit our Careers page. The Role in Brief: Associate Principal, Financial Aid Optimization Our Financial Aid Optimization division provides custom revenue optimization models designed to meet strategic enrollment objectives for client colleges and universities across the country. The Associate Principal position works closely with a data analyst team to find data-based insights to help optimize enrollment outcomes for a diverse and compelling portfolio of college and university clients. Associate Principals assist in all areas of our analysis, which includes having a working understanding of how analysis is constructed, coordinating project deliverables and meetings, interpreting and presenting the analysis to clients, and working to help clients formulate the best strategic uses of financial aid to achieve their enrollment goals. This position requires the ability to master the interpretation of the analysis and to effectively work with clients. This hire may be based in Richmond, VA; Washington, DC; or Bloomington, MN; this position is also open to remote employment within the continental United States. Primary Responsibilities: Understand how the economy, public policy, and public perception of the value of a college degree are affecting the behavior of students and their families Learn the recent enrollment history for each client, as well as their goals and objectives Understand the basics of how our analysis and simulations are constructed Interpret the descriptive slides and present the findings to clients Utilize the live simulation model to help clients set their aid policy Monitor the progress of clients toward their goals Present to committees and boards to educate and instill institutional knowledge and lead discussions on performance trends and simulations regarding enrollment and financial aid Answering ad hoc data-related and policy questions Because we work on both the academic calendar of colleges and the 18-month enrollment cycle (which has intense activity at specific points during the cycle), there are periods in which our work will require some evening or weekend work. Basic Qualifications: Bachelor's degree 7+ years of relevant work experience in which managing client/external relationships was a primary responsibility 5+ years of experience in admissions or financial aid at a four-year college or university Experience aligning strategic insights and solutions to client goals Professional or academic experience with a quantitative or data analysis focus Ability to persuasively present to clients and colleagues EAB's commitment to forward leaning, innovative strategies that successfully achieve their desired outcomes Proven relationship building, collaboration/teamwork orientation, and ability to influence for win-win outcomes Proficiency in Excel, Word, and PowerPoint Ability to travel up to 25% - this position requires travel to 15 - 20 college campuses during the summer and fall and intermittently throughout the rest of the year Ideal Qualifications: Graduate degree Experience with graduate, professional, or law admissions financial aid Experience leading large projects or events Commitment to embracing a continual learning environment and contributing to a dynamic and welcoming culture of fairness, authenticity, and belonging in support of EAB's mission, values, and aspiration. If you've reached this section of the job description and are unsure of whether to apply, please do! At EAB, we welcome new perspectives and learn from each other's unique experiences. We would encourage you to submit an application if this is a role you would be passionate about doing every day. Compensation: The anticipated starting salary (base) range for this role is $75,000 - $100,000 per year. Actual salary varies due to factors that may include but not be limited to relevant experience, skills, and location. At EAB, it is not typical for an individual to be hired at or near the top of the starting salary range for their role. This hire will additionally be eligible for discretionary bonus or incentive compensation. Variable compensation may depend on various factors, such as individual and organizational performance. Benefits: Consistent with our belief that our employees are our most valuable resource, EAB offers a competitive and inclusive benefits package. Our benefits currently include: Medical, dental, and vision insurance plans; dependents and domestic partners eligible 20+ days of PTO annually, in addition to paid firm and floating holidays Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month each) 401(k) retirement savings plan with annual discretionary company matching contribution Health savings account, healthcare and dependent care flexible spending account, and pre-tax commuter plans Employee assistance program with counseling services and resources available to all employees and immediate family Wellness programs including gym discounts, incentives to promote healthy living, and family access to the leading app for sleep, meditation, and relaxation Fertility treatment coverage and adoption or surrogacy assistance Paid parental leave with phase back to work program for birthing and non-birthing parents Access to milk shipping service to support nursing employees during business travel Discounted pet health insurance coverage for dog and cat family members Company-provided life, AD&D, and disability insurance Financial wellness resources and membership in a robust employee discount program Access to employee resource groups, merit-based advancement, and dynamic professional growth opportunities Benefits kick in day one; learn more at eab.com/careers/benefits. This opening is not eligible for visa sponsorship at this time; EAB will thus consider candidates who possess U.S. work authorization that does not require employment-based visa sponsorship now or in the future. At EAB, we believe that to fulfill our mission to “make education smarter and our communities stronger” we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard. To that end, EAB is an Equal Opportunity Employer, and we make employment decisions on the basis of qualifications, merit and business need. We don't discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.

Looking for a finance opportunity at a place you can have influence every day? Then Serco has a right opportunity for you! As the Navy Financial Associate, you will be a part of Team Submarine, located in Washington, DC. As part of this dynamic team, you will be expected to bring your expertise and collaborative skills to make an impact towards our military defense and safety of our sailors. Serco supports the US Navy for their Team Submarine contract in the maintenance, sustainment, and disposal of in-service submarines. The Team Submarine concept unifies diverse submarine-related activities into a single submarine-centric organization with the goal of eliminating traditional stovepipe structures and processes in the submarine research, development, acquisition, and maintenance communities. Team Submarine provides improved communication among the various offices that contribute to the overall success of the United States Submarine Force. In this role, you will: Provide daily support to Financial Management team. Provide financial analyst services including data gathering, budget and financial analysis, and trend analysis. Be responsible for various financial functions such as budgeting, auditing, forecasting and analysis. Create, maintain, and update financial databases and spreadsheets, and generates various financial reports as required. Maintain appropriate records and documentation. Be adept at designing, building, and maintaining cost database for labor and material for the contract. Develop estimated at completion (EACs) for contract requirements, maintaining costs metrics documentation, building PMR slide, and maintaining burn rate dashboard. Conduct analysis at the availability level as well as at the Ship Work List Number (SWLIN)level, estimating costs for Hull, Mechanical & Electrical System (HM&E), Develop pricing for future negotiations and analyze the burn rate of these various systems to forecast delivery and potential schedule impacts. Track invoices and develop a database for labor material and leaser hours expended on contracts. Analyze contract changes, cost ceiling changes, and Incentive fee reservation changes to maintaining a contract costs reconciliation database every month. Provide financial models and financial statements, applies forecasting techniques, and evaluates performance against budget submissions. Coordinate with Branch Head and field activities to establish funding priorities. Reconcile Spend Plans to match the Resource Management Plans. Coordinate with the field activities to establish timely receipt of reimbursable funds. Prepare Unclassified and Classified briefs for audiences up to and including the Flag level. Set meetings and specified Program Integrated Product Teams (IPTs). Set high personal standards for performance/conduct. Demonstrate ability to be a team player; works well with others; contributes positively to work/team environment while continually seeks ways to enhance contribution to the team. Also, have the ability to work both in a team environment and independently, and often under short, multiple deadlines. Qualifications To be successful in this role, you will have: Ability to obtain and maintain an active DOD Secret Clearance US Citizenship A Bachelor's degree in Accounting, Business, Finance, or related field is desired. 8 years of experience (Experience working within the DoD and/or the Armed Forces highly preferred) Knowledge of the Navy's Planning, Programming, Budgeting, and Execution processes and policies. Knowledge of the Microsoft Office Suite to include, Excel and PowerPoint. The ability to travel at least 10% of the time. Additional desired experience and skills: An active or current DoD Secret clearance. One year experience supporting a DoD customer as a financial analyst is desired. Must be familiar with rules governing the different Navy Appropriations, with specific knowledge of O&M,N accounts a desired bonus. Budget Automation and Process Improvement. Cost Analysis. Data Management and Analysis. Navy Enterprise Resource Planning (ERP) DoN financial automated and budgeting systems to perform financial execution functions. Work experience in the Navy and specifically within Team Submarine or submarines in general. Knowledge of DoD policies, NAVSEASYSCOM/Team Submarine policies and procedures. If you are interested in supporting and working with our military and sailors, and an enthusiastic Serco team, then submit your application now for immediate consideration - it only takes minutes to apply and could change your career! Meet Your Recruiter! In compliance with the District of Columbia's Equal Pay for Equal Work Act, the salary range for this role is $116,326.95 to $189,030.99; however, Serco considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate's work experience, education/training, and key skills. Company Overview Serco Inc. (Serco) is the Americas division of Serco Group, plc. In North America, Serco's 9,000+ employees strive to make an impact every day across 100+ sites in the areas of Defense, Citizen Services, and Transportation. We help our clients deliver vital services more efficiently while increasing the satisfaction of their end customers. Serco serves every branch of the U.S. military, numerous U.S. Federal civilian agencies, the Intelligence Community, the Canadian government, state, provincial and local governments, and commercial clients. While your place may look a little different depending on your role, we know you will find yours here. Wherever you work and whatever you do, we invite you to discover your place in our world. Serco is a place you can count on and where you can make an impact because every contribution matters. To review Serco benefits please visit: ************************************************************ If you require an accommodation with the application process please email: ******************** or call the HR Service Desk at ************, option 1. Please note, due to EEOC/OFCCP compliance, Serco is unable to accept resumes by email. Candidates may be asked to present proof of identify during the selection process. If requested, this will require presentation of a government-issued I.D. (with photo) with name and address that match the information entered on the application. Serco will not take possession of or retain/store the information provided as proof of identity. For more information on how Serco uses your information, please see our Applicant Privacy Policy and Notice. Serco does not accept unsolicited resumes through or from search firms or staffing agencies without being a contracted approved vendor. All unsolicited resumes will be considered the property of Serco and will not be obligated to pay a placement or contract fee. If you are interested in becoming an approved vendor at Serco, please email *********************. Serco is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

Full-time Description Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home. RER Solutions, Inc., is accepting resumes for Project Finance Transaction Associate to become a part of our superior workforce. The Project Finance Transaction Associate will provide comprehensive support in structuring complex, innovation energy, and infrastructure transactions with an average deal size above $500 million to federal and project finance authorities. RESPONSIBILITIES Identify issues of contemporary and future impacts on the project and conduct an analysis of their implications and alternatives, and must evaluate and analyze risks, suggest mitigants, and conduct financial analyses for creditworthiness Execute a risk management process that assists in identifying, managing, mitigating, and reducing risks of transactions while being mindful of the need to respond promptly to requests from potential borrowers, sponsors, and lenders Review applications within established work-flow processes and schedules to accomplish assigned projects, plans, and activities associated with approved office missions and functions, including the development of project-specific credit memos and terms sheets Monitor sector developments pertinent to the borrower's operating environment, i.e., price and demand movements, legal and regulatory changes, and structured changes within the sector Present analyses through a variety of means, including formal written studies and oral presentations Represent the office, as needed or requested, at interagency meetings, inter-creditor discussions, steering committees of creditors, and based on the client needs, interfaces with and obtains information from a variety of sources across the industry as well as other organizations to support the office's activities Provide in-depth analyses for structuring, updating, and maintaining the Credit memos, term sheets, and loan agreements Review project financial statements, progress and engineering reports, covenant compliance certificates, collateral reports, and information gathered from news reports and site visits Review, manage, and respond to requests from borrowers and lenders for loan terms related to loans and guarantees Prepare or collaborate with other staff in the preparation of comprehensive position papers, memorandums, and briefing materials across all phases of operations for use with senior management Review project and legal documents, including but not limited to Credit Committee memos; financing documents, including Credit Agreement, Security Agreement, Independent Engineering Report, project documents, including the Engineering Procurement, and Construction, Off-take, Supply, and Operations, and Maintenance Agreements, and negotiates terms with borrowers or counterparties Prepare memos to support the transfer of projects at financial close Mobilize project teams to address the technical, legal-economic, and economic feasibility aspects of a transaction and to ensure compliance with agency procedures, goals, and milestones Prepare regular reports for specific project milestones and risks that adhere to the guidelines as set forth by the client Ensure all data for assigned projects are entered promptly in agency systems and ensure this data is always up to date and accurate Requirements US Citizenship is required to obtain client issued Public Trust Three (3) years of relevant experience in Loan Support and Asset Management Minimum of three (3) years of experience in credit underwriting or monitoring with specific emphasis on corporate and project finance transactions Proficiency in making presentations and explaining financial models to a variety of audiences Expertise in applying analytical methods and evaluation techniques to a broad range of functional areas such as project and corporate risk assessment, accounting, and project and corporate finance to evaluate the viability of a loan transaction Ability to ensure effective compliance monitoring and reporting according to the terms contained in Credit Agreements Knowledge of the financial, market, credit, and technical risks inherent in the distinct energy technologies (e.g., nuclear, fossil, renewable), as well as appropriate mitigation, approaches available or desirable Knowledge in diverse project and corporate finance structures such as asset-based, limited, or complete recourse project finance transactions to make sound financial decisions and recommendations Knowledgeable of the policies, processes, and practices available for the effective control of individual loan transaction and sector risks, as well as overall portfolio risk Excellent written and oral communication skills Excellent attention to detail and an understanding of fundamental business writing Expertise in Microsoft Office Products (i.e., Word, Excel, PowerPoint, and Outlook) EDUCATION: Bachelor's Degree or MBA preferred COMPENSATION: Includes competitive wages, paid holidays, vacation, sick leave, 401k matching, life insurance, health, vision, and dental benefits. This position is not available for Corp-to-Corp or 3rd party sourcing. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job DescriptionFinance & Restructuring Associate Attorney - Corporate Finance (3-6 Years) Direct Counsel is seeking a Finance & Restructuring Associate Attorney to join a nationally recognized law firm with openings in multiple major markets, including Chicago, Dallas, Denver, Des Moines, Florham Park, Fort Wayne, Indianapolis, Los Angeles, Minneapolis, New York City, Philadelphia, Princeton, San Francisco, and Washington, D.C. About the Role The position sits within the firm's Finance & Restructuring practice and is ideal for attorneys with three to six years of corporate finance experience. Candidates should have experience working with financial institutions, private credit lenders, or borrowers in finance transactions. Key Experience Sought Loan originations and real estate financings Drafting loan agreements, security documents, intercreditor agreements, and related documents Advising on covenant compliance Leading due diligence teams Coordinating with specialists Managing transactions with minimal supervision Candidate Profile 3-6 years of relevant law firm experience Strong drafting and transactional skills Excellent writing ability and academic credentials Ability to balance multiple matters independently Compensation & Structure Anticipated salary range: $180,000 - $315,000, depending on location and experience Hybrid work model: three days in office per week Comprehensive benefits, including bonuses, insurance, and 401(k) This opportunity offers exposure to sophisticated finance and restructuring work for financial institutions, private companies, and private credit clients.

Job Description One of Fortune's 100 Best Companies to Work For and top 200 AmLaw firm, seeks an associate to join its Structured Finance team. The ideal candidate will have 2-4 years of transactional or finance experience. Prior structured finance experience is a plus although not required. Candidates must be highly motivated and have excellent academic credentials along with superior communication skills and ability to work with clients. Must be a member of the Bar.

The Operational Sustainability Associate will have an important role in supporting the team on a diverse range of initiatives. As an Operational Sustainability Associate within the CAO, you will strive to minimize the environmental footprint of our firm's operations and supply chain by supporting a diverse range of initiatives. Job Responsibilities Research carbon credit and renewable energy markets, pricing, trends, and regulations to inform procurement strategies Develop financial models and business cases for sustainability initiatives Collaborate with internal teams (legal, finance) and external partners to facilitate contract negotiations and oversee ongoing reviews Manage execution and delivery tracking of contracts for carbon credits, environmental attribute certificates, and related transactions Prepare project materials, summary reports, and presentations to communicate project insights and updates Monitor milestones and performance of existing agreements Liaise with Controller and Finance teams to ensure alignment on monthly financials and variance analysis Support supplier relationships, onboarding, and invoice processing Identify opportunities to streamline procurement processes and improve efficiency in carbon credit and renewable energy sourcing Contribute to broader corporate sustainability and decarbonization initiatives Required qualifications, capabilities, and skills: 4+ years of professional experience Bachelor's Degree in Finance, Accounting, Business Administration or a related field Experience in sustainability or related areas, with knowledge of carbon markets, renewable energy, and corporate sustainability Project management experience and the ability to lead and execute projects efficiently Excellent Interpersonal communication and collaboration skills for working with diverse teams and partners Ability to manage multiple projects in a fast-paced environment and meet tight deadlines Critical thinking, problem-solving, and analytical skills Excellent written and verbal communication skills for creating project materials, reports, and presentations

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home. Job Description As a valued colleague on our team, you will assist in collecting, analyzing, and interpreting financial or operational information which could include trend analysis and identification of gaps and opportunities. In this role, you will value assets by assessing current conditions with senior leadership and the support of your team, and recommend debt structures by analyzing refinancing options. THE IMPACT YOU WILL MAKE The Corporate Finance- FP&A - Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Participate in budgeting, forecasting, variance analysis, and financial reporting. * Coordinate and collect financial input data from different departments. * Perform financial data integrity checks and summarize and convert financial data. * Compile financial data for further analysis in preparing Profit Loss (PL) Statements or other financial statements. THE EXPERIENCE YOU BRING TO THE TEAM Minimum Required Experiences * Research and Analytical Skills * Problem Solving * Excel * Power Point Desired Experiences * Bachelor degree or equivalent (Business, Finance, or Accounting strongly desired) * Prior Anaplan experience * Prior Tableau experience * General Understanding of Activity Based Costing Principles Target Salary: $67,000 - $84,000 a year Qualifications Active Directory (AD), Active Directory (AD), Amazon Web Services (AWS), Artificial Intelligence (AI), Atlassian JIRA, Authentication Management, Business Insight Skills, Business Process Management Skills, Calendar and Scheduling Tools, Cleaning and Transforming Data, Collaborating Cross-Functionally, Communicating in Technical Writing, Communicating Technical Information, Communication, Configuration Management (CM), Conflict Resolution, Coordination, Customer and Market Insights, Customer Relationship Management (CRM), CyberArk, Data Analysis, Data Analysis Interpretation, Database Management, Data Visualization, Delegating Tasks {+ 55 more} Education: Bachelor's Level Degree (Required) The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers. For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote. Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form. The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here. Requisition compensation: 67000 to 84000

Job DescriptionHouse Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority.Our comprehensive benefits package includes: - Medical, dental, and vision; with 100% coverage for eligible staff and their eligible dependents.- Over 25 days of paid time off including; federal holidays, vacation days, and personal days.- Monthly stipends for transportation and cell-phone expenses.- 401k program with up to a 4% employer match.- and more! House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

This is a posting for American Bridge 21st Century's, a progressive research and communications organization dedicated to holding Republicans accountable for their words and actions, resume bank for future opportunities in its various Research, Communications, and Tracking Departments. All positions are currently remote but will ultimately be based in Washington, D.C, unless otherwise noted within the specific posting. American Bridge 21st Century PAC is an Equal Opportunity Employer. Applicants of diverse backgrounds are welcomed and encouraged to apply. We offer a competitive salary and a strong benefits package. American Bridge 21st Century is a union employer, however not all future postings will be within the bargaining unit. This will be noted accordingly in future postings.

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 a Relationship Banker in a Chase Branch, 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. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

Job Description An AmLaw 100 firm and one of the leading law firms seek associates to join their Finance & Derivatives practice. Senior associate(s) or Special Counsel(s) with lending experience. Mid-level associate(s) with lending experience. Junior associate(s) classes of 2021-2018 with CLO experience. Candidates with traditional lending experience will also be considered. Mid-level associate(s) to senior associates(s) or special counsel(s) with CLO experience. Candidates with traditional lending experience will also be considered.

Job DescriptionStructured Finance Associate Attorney (All Levels) Direct Counsel is seeking an Associate with 4 to 8 years of experience to join a prestigious Am Law 100 firm and support its Structured Finance and Securitization practice. The ideal candidate will have experience in asset-backed securities transactions and other structured finance areas, such as warehouse financing and asset-based lending. This role is an excellent opportunity for a talented attorney looking to work in a collaborative and dynamic team environment. Key Responsibilities Handle asset-backed securities transactions and other structured finance matters. Work on warehouse financing, asset-based lending, and related structured transactions. Represent financial institutions, investors, and other stakeholders in these complex finance transactions. Collaborate with a diverse, high-performing team on large-scale, multi-faceted deals. Qualifications Education: J.D. from a top-tier law school. Experience: 4-8 years of experience in structured finance, securitization, and asset-backed securities transactions. Skills: Strong academic credentials, with excellent legal research, writing, and communication skills. Experience in structured finance and securitization is required. Work Environment & Compensation Salary Range: $310,000 - $435,000 (compensation may vary based on experience, skills, and firm policies). Comprehensive Benefits Package: Medical, dental, vision, life, and AD&D insurance. 401(k) retirement savings plan. Back-up childcare and eldercare support. Professional development programs, mentorship opportunities, and career advancement support. Additional Rewards: Potential for annual bonuses based on individual performance, utilization, and other metrics. This firm fosters a collaborative, inclusive work environment and offers a robust platform for career growth and development. Equal opportunity for all applicants is a cornerstone of the firm's hiring practices.

Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home. RER Solutions, Inc., is accepting resumes for Project Finance Transaction Associate to become a part of our superior workforce. The Project Finance Transaction Associate will provide comprehensive support in structuring complex, innovation energy, and infrastructure transactions with an average deal size above $500 million to federal and project finance authorities. RESPONSIBILITIES Identify issues of contemporary and future impacts on the project and conduct an analysis of their implications and alternatives, and must evaluate and analyze risks, suggest mitigants, and conduct financial analyses for creditworthiness Execute a risk management process that assists in identifying, managing, mitigating, and reducing risks of transactions while being mindful of the need to respond promptly to requests from potential borrowers, sponsors, and lenders Review applications within established work-flow processes and schedules to accomplish assigned projects, plans, and activities associated with approved office missions and functions, including the development of project-specific credit memos and terms sheets Monitor sector developments pertinent to the borrower's operating environment, i.e., price and demand movements, legal and regulatory changes, and structured changes within the sector Present analyses through a variety of means, including formal written studies and oral presentations Represent the office, as needed or requested, at interagency meetings, inter-creditor discussions, steering committees of creditors, and based on the client needs, interfaces with and obtains information from a variety of sources across the industry as well as other organizations to support the office's activities Provide in-depth analyses for structuring, updating, and maintaining the Credit memos, term sheets, and loan agreements Review project financial statements, progress and engineering reports, covenant compliance certificates, collateral reports, and information gathered from news reports and site visits Review, manage, and respond to requests from borrowers and lenders for loan terms related to loans and guarantees Prepare or collaborate with other staff in the preparation of comprehensive position papers, memorandums, and briefing materials across all phases of operations for use with senior management Review project and legal documents, including but not limited to Credit Committee memos; financing documents, including Credit Agreement, Security Agreement, Independent Engineering Report, project documents, including the Engineering Procurement, and Construction, Off-take, Supply, and Operations, and Maintenance Agreements, and negotiates terms with borrowers or counter parties Prepare memos to support the transfer of projects at financial close Mobilize project teams to address the technical, legal-economic, and economic feasibility aspects of a transaction and to ensure compliance with agency procedures, goals, and milestones Prepare regular reports for specific project milestones and risks that adhere to the guidelines as set forth by the client Ensure all data for assigned projects are entered promptly in agency systems and ensure this data is always up to date and accurate Requirements US Citizenship is required to obtain client issued Public Trust Three (3) years of relevant experience in Loan Support and Asset Management Minimum of three (3) years of experience in credit underwriting or monitoring with specific emphasis on corporate and project finance transactions Proficiency in making presentations and explaining financial models to a variety of audiences Expertise in applying analytical methods and evaluation techniques to a broad range of functional areas such as project and corporate risk assessment, accounting, and project and corporate finance to evaluate the viability of a loan transaction Ability to ensure effective compliance monitoring and reporting according to the terms contained in Credit Agreements Knowledge of the financial, market, credit, and technical risks inherent in the distinct energy technologies (e.g., nuclear, fossil, renewable), as well as appropriate mitigation, approaches available or desirable Knowledge in diverse project and corporate finance structures such as asset-based, limited, or complete recourse project finance transactions to make sound financial decisions and recommendations Knowledgeable of the policies, processes, and practices available for the effective control of individual loan transaction and sector risks, as well as overall portfolio risk Excellent written and oral communication skills Excellent attention to detail and an understanding of fundamental business writing Expertise in Microsoft Office Products (i.e., Word, Excel, PowerPoint, and Outlook) EDUCATION: Bachelor's Degree or MBA preferred COMPENSATION: Includes competitive wages, paid holidays, vacation, sick leave, 401k matching, life insurance, health, vision, and dental benefits. This position is not available for Corp-to-Corp or 3rd party sourcing. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

AB PAC - the largest research, tracking, and rapid response operation in the Democratic Party - is focused on holding Republicans accountable and helping deliver Democratic victories. American Bridge 21st Century not only brings to light what Republicans are saying behind closed doors, but also runs large-scale paid media programs that center storytellers and utilize a data-driven approach to achieve the greatest impact. The Digital Team works closely with the Communications Department to push American Bridge's messaging across online channels, amplifying earned media coverage and shaping the narratives around key elections across the country. While our primary focus is creating and sharing content on social media, we also manage an advanced website presence as well as a digital fundraising operation. If you are interested in learning more about the team and our work, please follow the link provided to upload your resume. Applicants of diverse backgrounds are welcomed and encouraged to apply. American Bridge 21st Century / AB PAC is an equal-opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, gender expression or identity, and disability. We offer a competitive salary and a strong benefits package. American Bridge 21st Century / AB PAC is a union employer, however not all future postings will be within the bargaining unit. This will be noted accordingly in future postings.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

JobID: 210690465 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $25.00-$32.69 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 a Relationship Banker in a Chase Branch, 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. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities * Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. * Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. * Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. * Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. * Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. * Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills * 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. * Ability to create memorable experiences for our clients - elevate the client experience. * Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. * Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. * High school degree, GED, or foreign equivalent. * The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. * Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills * College degree or military equivalent. * Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

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 a Relationship Banker in a Chase Branch, 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. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************