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TruMark Financial Credit Union jobs - 8,242 jobs

  • Accounting Director

    Trumark Financial Credit Union 3.6company rating

    Trumark Financial Credit Union job in Washington

    Job Title: Accounting Director Company: TruMark Financial Credit Union Employment Type: Full Time Join Our Team and Make a Difference! Looking for a workplace that values your growth, supports your goals, and makes a real impact? At TruMark Financial, we're not just about banking. We're about building a better future for our members and our team. When you join us, you'll enjoy: • Flexibility and Balance: We understand life is busy. We offer flexible schedules and time off so you can thrive at work and in life. • Opportunities to Grow: From day one, we invest in your career with training, development, and room to advance. • Benefits That Matter: Health, dental, vision, a 401(k) with matching, and paid time off because we care about you. • A Chance to Give Back: Be part of something bigger by helping our members and communities reach their goals. What You'll Do As the Accounting Director, you will play a key role in protecting the financial integrity of the credit union and supporting leadership through expert financial guidance. • Oversee all accounting operations to ensure accuracy, transparency, and compliance with GAAP and regulatory requirements. • Lead the preparation and analysis of monthly, quarterly, and annual financial reports for executive management and the Board. • Manage regulatory examinations, audits, and external reviews, ensuring audit readiness and timely issue resolution. • Oversee technical accounting areas including CECL, derivatives, hedging, and fintech related transactions. • Partner with Finance, Risk, and other departments to provide accounting insights that inform strategic and financial decisions. • Lead and develop the accounting team through mentorship, professional development, and performance management. • Drive continuous improvement in accounting systems, processes, and internal controls. • Support merger and acquisition activities by aligning accounting systems and ensuring compliance with GAAP and regulatory standards. What You Bring to the Table • Education: Bachelor's degree in Accounting or Finance required. Master's degree preferred. • Certification: Certified Public Accountant (CPA) required. • Experience: Ten or more years of progressive accounting leadership within financial institutions. • Skills: Expertise in GAAP, CECL, derivatives, and regulatory reporting. Strong leadership and communication skills with the ability to present complex information clearly. Advanced proficiency in Microsoft Excel and financial reporting systems. Proven success in managing audits, improving processes, and developing high performing teams. What to Expect After You Apply Application Review: We'll carefully review your application to ensure it meets the role's qualifications. Phone Screening: If selected, you'll participate in a brief call to discuss your background and experience. Interview: Shortlisted candidates will meet with our leadership team for a detailed interview. Final Decision: We'll contact you regarding next steps once a decision is made. We strive to keep you informed throughout the process and appreciate your time and effort. Ready to Apply? If you're an experienced accounting leader ready to make an impact in a mission driven organization, apply now and start your journey with TruMark Financial Credit Union. Equal Opportunity Employer TruMark Financial Credit Union is an equal-opportunity employer and values diversity at our company. We encourage applicants from all backgrounds to apply. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. TruMark Financial Credit Union maintains “at will” employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. TruMark Financial Credit Union reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, to equalize peak periods, or otherwise balance the workload. TruMark Financial Credit Union is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. TruMark Financial Credit Union commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job , unless such accommodation would impose an undue hardship upon TruMark Financial Credit Union. The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position or may be encountered while performing essential functions.
    $98k-121k yearly est. 60d+ ago
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  • External Mortgage Originator

    Trumark Financial Credit Union 3.6company rating

    Trumark Financial Credit Union job in Washington

    TruMark Financial Credit Union Job Title: External Mortgage Originator Department: Mortgage Origination Employment Type: Full Time FLSA Status: Exempt Join Our Team and Make a Difference! Looking for a workplace that values your growth, supports your goals, and makes a real impact? At TruMark Financial, we're not just about banking. We're about building a better future for our members and our team. When you join us, you'll enjoy: Flexibility and Balance: We understand that life is busy. We offer flexible schedules and time off so you can thrive at work and in life. Opportunities to Grow: From day one, we invest in your career with training, development, and room to advance. Benefits That Matter: Health, dental, vision, a 401(k) with matching, and paid time off because we care about you. A Chance to Give Back: Be part of something bigger by helping our members and communities achieve their goals. What You'll Do As an External Mortgage Originator, you'll be the face of TruMark Financial in the community, helping members and partners achieve their homeownership goals. Develop and manage mortgage business through partnerships with realtors, brokers, and community organizations. Guide applicants through the full mortgage process from consultation to closing while ensuring a smooth and supportive experience. Educate members on available mortgage options and identify programs that fit their financial needs. Build and maintain relationships that drive growth and help meet sales goals. Represent TruMark at community events, homebuyer seminars, and partner meetings to expand market presence. What You Bring to the Table Licensing: Must be eligible for and maintain registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Education: Associate degree required or an equivalent combination of education and experience. Bachelor's degree in business, finance, or a related field preferred. Experience: At least three years of experience in mortgage lending or sales. Prior external origination experience is strongly preferred. Skills: Strong understanding of mortgage products, lending processes, and regulations. Excellent communication and relationship building abilities. Organized, self-motivated, and comfortable working in a fast-paced environment. Knowledge of the local real estate market and experience in community outreach. • Availability: Able to travel locally for community events, partner meetings, and member consultations. What to Expect After You Apply Application Review: We'll carefully review your application to ensure it meets the role's qualifications. Phone Screening: If selected, you'll participate in a brief call to discuss your skills and experience. Interview: Shortlisted candidates will be invited for an in-depth interview with our team. Final Decision: After interviews, we'll notify you of the outcome and next steps. We strive to keep you informed throughout the process and appreciate your time and effort. Ready to Apply? If you're excited about joining a supportive and mission driven team, apply now to start your journey with TruMark Financial. Equal Opportunity Employer TruMark Financial Credit Union is an equal opportunity employer and values diversity at our company. We encourage applicants from all backgrounds to apply. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. TruMark Financial Credit Union maintains “at will” employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. TruMark Financial Credit Union reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, to equalize peak periods, or otherwise balance the workload. TruMark Financial Credit Union is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. TruMark Financial Credit Union commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job , unless such accommodation would impose an undue hardship upon TruMark Financial Credit Union. The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position or may be encountered while performing essential functions.
    $31k-36k yearly est. 60d+ ago
  • Chief People Experience & Culture Leader (Hybrid)

    Seattle Credit Union 4.0company rating

    Remote or Seattle, WA job

    A community-focused financial institution in Seattle is seeking an SVP, People Experience to lead their employee engagement strategies. This role involves overseeing Talent Acquisition, HR Business Partners, and People Operations, ensuring alignment with organizational goals. The ideal candidate will have over 10 years of progressive HR experience and a strong commitment to fostering an inclusive work environment. This position supports both remote and in-office work, offering a collaborative culture while driving meaningful organizational changes. #J-18808-Ljbffr
    $33k-36k yearly est. 2d ago
  • Property Manager/Senior Property Manager

    Commonwealth Partners 4.7company rating

    Bellevue, WA job

    NO RECRUITERS PLEASE NO PHONE CALLS OR EMAILS PLEASE NO VISA SPONSORSHIP City Center Plaza was built spec in 2009 for a single tenant who occupied the entire 600,000 RSF tower until moving out in October 2023. City Center Plaza is an exceptional property with over two acres of outdoor plaza space and a world-class steakhouse, El Gaucho. The property represents a unique opportunity for an experienced Property Manager or Senior Property Manager to oversee the transition from a single-tenant building to a state-of-the-art, multi-tenant, Class A+ property. CommonWealth Partners is in the final stages of design for a full-floor amenity space that includes a state-of-the-art fitness center, lounge, and meeting space, along with a new management office. Job Summary: The Property Manager or Senior Property Manager is responsible for the overall management of the Property, including, but not limited to, administration, financial control, operations, tenant relations, construction, lease administration, and leasing and marketing of the Property. The management goal is to maintain the Property in accordance with the established standards, while providing quality service expected by Class A building tenants. The ideal candidate will have experience managing large-scale Capital Improvement projects and Tenant Improvements. Essential Functions: Administration Supervise on-site management employees to ensure optimum performance. Train and develop staff, provide coaching/counseling, conduct appraisals, and make hiring decisions. Address complaints and resolve problems with the assistance and guidance of the Company's Human Resources or Legal departments when necessary. Establish guidelines for the on-site management employees and contract building staff to ensure that the Owner's objectives are understood and implemented pursuant to the annual budget and business plan. Establish and follow procedures for processing and controlling work. Provide information or other assistance to counsel on legal matters involving the Property. Implement new programs or procedures as established by the Corporate Asset/Property Management department. Provide lease administration per Policies and Procedures. Report and track general liability and property insurance claims for the Property. Approve emergency procedures and disaster recovery plans. Review and approve Notices of Non-Responsibility, as applicable. Financial Control Prepare and approve annual budgets, financial reporting, forecasts, re-forecasts, management plans, monthly performance reports, and variance reports. Review of tenant billings, collection of rent and sundry charges. Ensure that overdue receivables are kept below established limits. Responsible for operating expense estimates and reconciliations and respond to tenant questions regarding same. Ensure all invoices from vendors and contractors are coded and processed in a timely manner. Review and approve monthly accruals. Construction Oversee Capital Improvement projects to include: Development and management of project scopes, budgets, and timelines. Collaboration with the project team, including architects, engineers, and contractors. Operations Manage annual bid process for contract services, including generating requests for proposals, bid analysis, and vendor selection to ensure best pricing and service level performance. Coordinate implementation of policies and procedures and oversight of security, janitorial, parking engineering and other contract services with Building Management team. Responsible for operating efficiencies of Property. Ensure that the Property is maintained according to the quality standards approved by Landlord. Oversee new tenant move-ins, existing tenant relocations and expansions, as well as tenant move-outs. Ensure the maintenance of adequate records and information required by all subordinate functions including, but not limited to, warranties, permits, equipment operating manuals, base building plans, tenant “as-built” plans, etc. Tenant Relations Responsible for developing and maintaining positive tenant relations by creating and sustaining goodwill between Landlord and tenants by providing consistently responsive quality services. Oversee tenant issues, problems, and disputes. Approve tenant events. Lease Administration Maintain tenant compliance of lease provisions. Responsible for ensuring that Landlord fulfills its specific obligations under the lease agreement. Negotiate storage space agreements and process documents. Leasing and Marketing Maintain working knowledge of marketplace. Responsible for ensuring vacant space is prepared for showing to prospective tenants. Participate in prospective tenant tours, if required. Ensure the development and execution of effective marketing activities for the Property. Supervisory Responsibility: The Property Manager or Senior Property Manager manages certain employees of the building management office and is responsible for the performance management of these employees. Physical Demands: This is a largely sedentary role that requires walking, talking, hearing, repetitive motion using a keyboard, and visual acuity for reading and viewing a computer monitor. Travel: No travel is expected for this position. Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice. Education and Experience: Bachelor's degree in real estate, business, or equivalent preferred. Professional designation from BOMA or IREM preferred. Eight to 10 years experience in property management of Class A buildings of at least 500,000 square feet. Additional Eligibility Qualifications: Must demonstrate ability to analyze monthly and quarterly financial reporting, cost-benefit analysis, budget forecasting and prepare annual budgets. Must work well with others and interact positively with team members and tenants. Excellent written and verbal communication skills. Excellent organizational skills, ability to prioritize and attention to detail a must. Proficiency in MS Office required. Knowledge of SharePoint and Teams a plus. Knowledge of Yardi preferred. Must have the ability to manage time and multiple projects efficiently and achieve the required results. Must be able to define problems, collect data, establish facts and draw valid conclusions. Benefits Package: CWP provides a comprehensive benefits package that includes medical, dental, vision, life and AD&D, and disability insurance, flexible spending account, employee assistance program, 401k plan with employer match, paid time off, and paid parking.
    $83k-130k yearly est. 4d ago
  • Executive Private Banker: Wealth Strategy Lead

    Jpmorgan Chase & Co 4.8company rating

    Seattle, WA job

    A leading financial services firm seeks a Private Banker in Seattle to advise clients on wealth management, investment strategies, and financial planning. Candidates should have over six years of experience in Private Banking, a Bachelor's degree, and the necessary licenses. The role involves managing client relationships and delivering exceptional service through personalized financial solutions. This position is crucial for driving business results and fostering client trust in a collaborative environment. #J-18808-Ljbffr
    $82k-115k yearly est. 6d ago
  • Commercial Loan Closer

    Peoples Security Bank & Trust 4.3company rating

    Moosic, PA job

    If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust. We continue to grow and are always looking for the right people to join our team. #TeamPSBT Our Commercial Loan Closers are responsible for performing a variety of duties to support the loan documentation and loan processing function for commercial/small business, residential, and consumer loan transactions; coordinating work within the department, as well as with other departments; and responding to inquiries or requests for information. This position will be located in either our Bethlehem, PA location or in our Moosic, PA location. Essential Duties: Performs a variety of duties to support the loan documentation and loan processing function as follows: Verifies all loan information pertaining to small business and commercial lending in preparation for final loan documentation for closing. Verifies loan approvals to loan policies. Reviews loan applications to verify that application data is complete and meets establishment standards, including full execution by all parties and Bank. Reviews document preparation folders for completeness and accuracy Informs Lenders and administrative support of missing information, documentation and discrepancies. Verifies loan to values as appropriate to the transaction at hand and for reporting accuracy. Completes and/or follows up on any additional records with regard to the processed loans Prepares and reviews commercial modification documentation as needed including calculation of adjusted payments. Obtains additional needed information through a variety of methods in order to ensure that the proper preliminary documentation has been obtained prior to the preparation of final loan documentation, i.e. articles of incorporation, business agreements, certificate of good standing, appraisals, automated underwriting findings, investment account statements, etc. Performs review of attorney-prepared loan documentation for accuracy and informs Lenders of necessary changes, as needed. Performs secondary review of loan documentation of other loan closers prior to distribution of loan documents including review of attorney-prepared loan documentation. Generates and distributes loan documentation for closings to Lenders and administrative support; reviews HUD Settlements statements and verifies accuracy and funds to close. Reviews executed loan documentation to ensure that the proper signatures have been obtained after closing including loans where documentation has been prepared by outside counsel; ensures all the proper documents are included in the final loan files and completes the organization of the permanent loan documentation file. Provides support to post-closing loan processor, when necessary, with regards to tracking and preparation of the loan file for imaging and filing Processes withdrawn, approved not accepted and declined commercial loans as needed for HMDA reporting purposes including generating Adverse Action Notice for loans declined due to poor credit history Ancillary Duties: Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Benefits Offered to Peoples Security Bank Employees **Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals** Medical Plans Dental Plan Vision Plan Life Insurance Disability Insurance 401(K) Plan Paid Time Off Paid Holidays Paid Volunteer Time Off Employee Assistance Program Banking Classes Internal Advancement Opportunities Company Overview Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team. We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities. PEOPLE | Working together for a common good by engaging our customers and communities. SERVICE | Consistently deliver a safe, reliable and positive banking experience for our customers. BETTER | A commitment to excellence in every interaction. TRUST | Integrity, accountability, guidance, and support form the foundation for every customer engagement. We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Education/Training: A high school diploma or equivalent required. Skill(s): Must demonstrate strong communication skills; moderate interpersonal relations skills; proficient PC skills, including Microsoft Word and Excel; working knowledge of loan documentation and requirements for completion. Knowledge of documentation software (LaserPro) a plus. Experience: A minimum of 2 years' experience in a related position normally required. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
    $34k-38k yearly est. 2d ago
  • Staff Applied AI and Machine Learning Engineer, Payments & Risk

    Gusto 4.5company rating

    Seattle, WA job

    At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff-like payroll, health insurance, 401(k)s, and HR-so owners can focus on their craft and customers. With teams in Denver, San Francisco, and New York, we're proud to support more than 400,000 small businesses across the country, and we're building a workplace that represents and celebrates the customers we serve. Learn more about our Total Rewards philosophy . About the Role: Gusto's Data Science team leverages Gusto's rich dataset to guide product direction and decision-making. We operate full-stack, conducting analyses, prototyping and deploying predictive models and statistical tools both for internal use and for our customers. For this role, we are looking for a technical leader (an individual contributor) to drive machine learning and AI in the payment and risk domains. You will build a model-driven risk platform to provide a trusted environment for Gusto Ecosystem. You'll be working with an established team and seasoned payments and risk leaders in Engineering, Product, Design, Operation, Identity and Compliance. In this role, you'll work cross functionally to build Platforms that span the entire breadth of the Payments and Risk Stacks, and use ML and AI to build a world- class, high secure platform that safeguards our users' activities and money, and ensures unparalleled reliability. Here's what you'll do day-to-day: Build and deploy machine learning models to identify, assess and mitigate risks Responsible for driving research in the problem space, working with stakeholders to understand model requirements, developing the model from scratch, deploying the model alongside your engineering counterparts, and monitoring and maintaining the model's performance over time Partner with Engineering, Design, and Product counterparts in Payment and Risk to solve complex cross functional problems Develop scalable frameworks and libraries that enhance and contribute to the team's core analysis and modeling capabilities, including through the integration of LLMs to improve data processing, analysis, and insights. Identify new opportunities to leverage data to improve Gusto's products and help risk management team to understand business requirements and develop tailored solutions Present and communicate results to stakeholders across the company Here's what we're looking for: 8+ years of experience conducting statistical analyses on large datasets and deep domain knowledge in machine learning and artificial intelligence, including familiarity with Large Language Models (LLMs) and their applications. This could mean either a MS or PhD in a quantitative field with at least 5 years experience in a business environment, or BS or Data Science Bootcamp graduate with at least 8 years of experience working as a data scientist or a machine learning engineer in a business setting. Proven experience in credit risk modeling or fraud risk modeling using logistic regression, random forest, Xgboost or neural networks, along with a strong understanding of AI-based approaches and the potential of LLMs to enhance traditional models. Experience applying a variety of statistical and modeling techniques using Python, R or another statistical modeling language, as indicated by familiarity with many of the following techniques - predictive modeling, anomaly detection, ensemble methods, natural language processing (NLP, optional). Basic understanding of LLMs and their applications. Strong programming skills - comfortable with all phases of the data science development process, from initial analysis and model development to deployment Excellent communication skills - able to effectively deliver findings and recommendations to non-technical stakeholders in a clear and compelling fashion PhD or Masters plus equivalent experience in a quantitative field is a plus Experience in the Fintech industry is a plus Our cash compensation amount for this role is targeted at $225,000 - $285,000 for San Francisco, New York, and Seattle, $205,000- $255,000 in Los Angeles, $187,000 - $235,000 in Denver, and $200,000 - $250,000 CAD for Toronto, Canada. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above. Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. This includes non-office days for hybrid employees. Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto. Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you. Interested in building your career at Gusto, Inc.? Get future opportunities sent straight to your email. #J-18808-Ljbffr
    $225k-285k yearly 6d ago
  • Senior IC: Payments & Risk Platform Design Lead

    Gusto 4.5company rating

    Seattle, WA job

    A leading financial technology company in Seattle is seeking a Senior Product Design Lead for the Payments & Risk Platform. This role requires extensive product design experience and the ability to craft seamless financial workflows. You will collaborate with cross-functional teams, elevate design quality, and mentor junior designers. Candidates should have a strong portfolio, excellent systems thinking skills, and a passion for empowering small businesses through technology. The position offers competitive compensation and a hybrid working model. #J-18808-Ljbffr
    $121k-182k yearly est. 6d ago
  • Director of Dedicated Planning & Investment Operations - Auburn, WA

    Thrivent Financial 4.4company rating

    Washington job

    Director of Dedicated Planning & Investment Operations - Auburn, WA page is loaded## Director of Dedicated Planning & Investment Operations - Auburn, WAlocations: WA - Auburn: Remote-Washingtontime type: Full timeposted on: Posted Todayjob requisition id: REQ-44451Organization/Business Overview: Approach Path Financial Advisors is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Approach Path Financial Advisors helps our clients analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. Thrivent Financial is a faith-based, not-for-profit financial services organization with approximately 2.6 million clients. As the nation's largest fraternal benefit society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources we provide to the Christian community and nonprofit organizations. Thrivent Investment Management Inc. is a FINRA and SIPC member and a wholly owned subsidiary of Thrivent Financial. The Director of Dedicated Planning & Investment Operations position will oversee the planning department including all team members, procedures and processes for the practice. Key responsibilities include management of team members, oversight of processes, preparation of financial plans, investment research and analysis, and coordination of client service needs with team members. The Director of Dedicated Planning & Investment Operations reports to and is employed by Approach Path Financial Advisors.**Position Roles/Responsibilities/Accountabilities*** Oversee workflow and job responsibilities of planning department team members* Lead training and development for department, and work with leadership to build out infrastructure* Enter client information into various systems* Prepare and update financial plans and presentation material for client meetings* Enter information into financial planning software and prepare draft financial plans* Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date* Research and respond to client inquiries* Finalize, submit, and track all client account and application paperwork* Gather and maintain customer suitability information* Research and analyze investment and portfolio allocations* Assist in generating performance reports* Maintain information in CRM (Salesforce) system* Fill out necessary forms for opening and maintaining accounts* Handle request for transfers of funds in and out of accounts* Identify and offer recommendations on how to optimize workflows* Other duties as assigned**Position Qualifications*** Previous administrative/secretarial experience desired* 3+ years industry experience required* Certified Financial Planner or Chartered Financial Analyst designation required or Chartered Financial Consultant or Certified Public Accountant or equivalent.* Securities ( 7/66, or 7/63 & 65) and Life, Health, and Annuity registration required* Bachelor's degree in Financial Planning, Finance, Accounting or Economics preferred* Extremely strong organizational skills* Strong communication and interpersonal skills* Technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn* Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions* Ability to maintain integrity of sensitive/confidential information**Competencies*** Planning/Organizing* Client Focus* Communication* Interpersonal Skills* Teamwork and Collaboration* Adaptability/Flexibility**External/Internal Dependencies*** Must be able to work with all roles of the Approach Path Financial Advisors* Must be able to represent the organization in work with external clients* Must be able to cultivate and maintain relationships with outside organizations**Compensation**Compensation varies based on the specific qualifications and experience of the individual with a target range of $85,000 to $ 130,000 - inclusive of bonus compensation. Those candidates at higher range of compensation should have passed CFP exam, have extensive experience, and have plan writing experience.This position is eligible for team and individual bonuses ranging from 0-10% of annual salary and a monthly stipend toward health and retirement benefits for full time candidates.**Compliance and Regulatory** As part of Approach Path Financial Advisors recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.*All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.*Pay Transparency*Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,* *sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.**Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.*At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work.Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you're intrigued about our work and the possibility of becoming part of it, we invite you to visit to learn more. You won't just build a career; you'll be part of an organization focused on growing, innovating, and serving. #J-18808-Ljbffr
    $114k-148k yearly est. 5d ago
  • Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)

    Northwestern Mutual 4.5company rating

    Seattle, WA job

    About the Company Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. About the Role As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their goals towards financial security, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential. Responsibilities --- As a successful Financial Advisor, YOU are: Able to build strong relationships and develop a trustworthy network Eager to learn and continue learning beyond the sponsored licensing and knowledge of Northwestern Mutual financial products, as well as uncover market trends with full support from our Training and Development Team Ready to influence and help others by presenting clients with an integrated financial plan developed by our secure Financial Planning Team Excited to take ownership of your business's development and manage your process with flexibility and unlimited income potential Must be available to work in Seattle. This is an opportunity to Build a Business for Yourself, but Not by Yourself Benefits of Working with Northwestern Mutual: · Medical - High deductible and traditional co-pay plans available · Dental, Vision & Flexible Spending Accounts available · Retirement Package and Pension Plan funded by Northwestern Mutual · Life Insurance and Disability Income Insurance · 100% paid licensing, business coach, branding and marketing team · Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial Advisors are compensated through commissions, renewals, and bonuses. (A verage uncapped annual earnings of $70K-$250K+ as company average for representatives in the first 3 years ) · Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists · Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life. · LGBTQ+ gender health services and transgender care · Study groups for insurance licensing, SIE, Series 6, Series 63 · Flexible work schedule & time off Required Skills Strong relationship-building skills Willingness to learn and adapt Ability to present integrated financial plans Entrepreneurial mindset Accolades, Ratings and Assessments: Northwestern Mutual is consistently named one of “America's 50 Best Companies to Sell For” by Selling Power Magazine. Received the highest available ratings for financial strength awarded to any life insurer from the four major rating agencies: Standard & Poor's, Moody's Investors Service, Fitch Ratings and A.M. Best. Honored as one of the “World's Most Admired Companies” in the life insurance industry according to Fortune Magazine. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career.”
    $55k-94k yearly est. 3d ago
  • Bank Teller

    Union Savings Bank 3.5company rating

    Gibsonia, PA job

    Founded in 1904, Union Savings Bank has proudly served our local communities by promoting responsible homeownership through prudent lending practices. Headquartered in Cincinnati, Ohio, we now operate 40 full-service branches and lending offices across Ohio, Indiana, Kentucky, and Pennsylvania. We are committed to community, integrity, and personalized service-and we're looking for team members who share those values. Position Summary We are seeking a Full-Time Bank Teller who will be the face of Union Savings Bank at the branch level. This role is essential in delivering outstanding service to our customers by assisting with daily financial transactions and supporting branch operations. Key Responsibilities Process customer transactions including deposits, withdrawals, and payments Issue cashier's checks, money orders, and initiate wire transfers Balance cash drawer daily and ensure accuracy of transactions Open new personal or business accounts Assist with certificate of deposit (CD) renewals and rate negotiations Provide courteous, prompt, and professional service Follow all bank procedures, regulations, and compliance guidelines Qualifications & Experience High school diploma or equivalent Prior experience in a customer-facing role (e.g., retail, food service, banking) Basic computer proficiency and experience using office equipment (phones, copiers, fax machines) Key Competencies Strong attention to detail and accuracy Excellent verbal and written communication skills Ability to multitask and problem solve in a fast-paced environment Self-motivated and reliable Works well independently and in a team setting Compensation: Benefits package includes 401(k) match, medical/dental/vision Potential for bonuses Accrued paid time off Growth opportunity Additional Information This job description outlines the general nature and level of work performed and is not intended to be an exhaustive list of duties. Responsibilities may evolve based on the needs of the bank. Union Savings Bank is proud to be an Equal Employment Opportunity and Affirmative Action Employer. We welcome applicants of all backgrounds and make employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
    $24k-31k yearly est. 2d ago
  • Staff Software Engineer - CI & Build Stability

    Gusto 4.5company rating

    Seattle, WA job

    A leading technology firm in Seattle seeks a Staff Software Engineer for Build Stability. In this role, you will enhance developer experience by managing CI systems and improving development pipelines. Candidates should have over 10 years of software development experience and a proven track record in developer tooling. The position offers a competitive salary range of $210,000 to $235,000 annually, with a hybrid work environment. #J-18808-Ljbffr
    $210k-235k yearly 4d ago
  • Asset Management Analyst

    Preit 4.0company rating

    Philadelphia, PA job

    Company Headquartered in Philadelphia, PREIT is a premier owner, developer, and operator of high-quality retail and mixed-use destinations across densely populated U.S. markets. Founded in 1960, the company has a storied history of transforming traditional shopping centers into vibrant, community-centric hubs that bring together shopping, dining, entertainment, and lifestyle experiences. Today, PREIT continues to redefine the future of retail by leveraging its portfolio's prime locations to deliver dynamic, multi-generational destinations. Responsibilities This position will support the Regional Asset Manager as it relates to company strategy and goals. This includes, but is not limited to, budgeting & forecasting, leasing analysis, deal execution, due diligence, analysis, and other projects that align with PREIT objectives such as transactions, refinancing, and development. Essential Functions Supports leadership in PREIT portfolio lease execution. Create and update annual property budgets and creating forecasting models for region in Argus and Excel. Develop pro formas and projections for leasing representatives to help them in negotiating transactions. Develop and track pro formas for redevelopment projects. Work closely with property management and accounting staff in coordinating collection efforts and responding to various tenant inquiries relating to co-tenancy, CAM audits and various other lease clauses. Build and maintain quarterly covenant calculations for term reporting. Participate in Regional Production meetings and ensure action items are addressed in a timely manner. Monitor performance of the property and identifying operations and challenges and implement strategies to respond. Review lease comments and work with Leasing Representatives to evaluate the impact of proposed changes and Landlord's risk and develop the appropriate responses to tenants. Prepare financial projections for the properties and portfolio, and for properties under consideration for development. Carry out special assignments/projects as assigned by management. Assist team in acquisition, disposition, and refinance initiatives. Qualifications Bachelor's degree in Accounting, Finance, Real Estate, Business Management, or related field required. Master's Degree highly desirable. 1 - 5 years of experience in commercial real estate, financial analysis and/or contract and real estate law. A combination of equivalent education and experience necessary to effectively perform the responsibilities of the position. Strong interpersonal skills; comfortable working with all levels of management, leadership, ownership, joint venture partners and external advisors. Excellent written and verbal communication skills Detail orientation demonstrated ability to multitask effectively, and strong analytical skills. Competency in the use of Microsoft Office suite including Excel and PowerPoint. Experience using ARGUS or Yardi a plus. Ability to work in Center City, Philadelphia office 4 days per week. Benefits 401(k) Health insurance
    $66k-81k yearly est. 3d ago
  • CEO - Amputee Advocacy & Empowerment Nonprofit

    Kentucky Society of Association Executives Inc. 3.5company rating

    Washington job

    A national nonprofit organization seeks a mission-driven Chief Executive Officer (CEO) to lead its strategic management and operations. This role is pivotal in empowering individuals affected by limb loss to achieve their full potential through advocacy and community outreach. The ideal candidate will have robust experience in nonprofit management, staff development, and strategic planning. Join us in making a significant impact in the lives of amputees across the country. #J-18808-Ljbffr
    $174k-241k yearly est. 6d ago
  • Staff Applied AI/ ML Engineer - Customer Experience Platform

    Gusto 4.5company rating

    Seattle, WA job

    Staff Applied AI/ML Engineer - Customer Experience Platform At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff-like payroll, health insurance, 401(k)s, and HR-so owners can focus on their craft and customers. With teams in Denver, San Francisco, and New York, we're proud to support more than 400,000 small businesses across the country, and we're building a workplace that represents and celebrates the customers we serve. Learn more about our Total Rewards philosophy. About the Role: Gusto's Data team leverages Gusto's rich dataset to guide product direction and decision‑making by building the right AI/ML solutions at scale. For this role, we are looking for a technical leader (an individual contributor) to drive the scale and optimization of our customer experience and customer journey via building AI and ML‑enabled experiences and services. In this role you will build and optimise AI/ML solutions and infrastructure that power our customer journey related products. You'll be working with a strong AI/ML team and seasoned leaders in Engineering, Product, Design, Data Science, Marketing, and Sales. In this role, you'll work cross‑functionally to build Platforms that span the entire breadth of the unified service platform stack using machine learning and AI to personalise world‑class content for our customers and enhance customer experience. Here's what you'll do day‑to‑day: Design and develop scalable, production‑grade AI and machine learning models for solving complex business problems. Lead and mentor teams of ML engineers, fostering a culture of technical excellence and innovation. Collaborate cross‑functionally with product, engineering, and business stakeholders to identify AI opportunities and translate them into actionable solutions. Stay current with latest AI research; prototype and implement new algorithms and advancements from academia and industry. Oversee model validation, deployment, evaluation, and lifecycle management, ensuring robust monitoring, explainability, and performance. Guide technical strategy, roadmap, and architectural decisions for the ML/AI function. Communicate findings, roadmaps, and performance results clearly to executives and non‑technical partners. Here's what we're looking for: 8+ years' hands‑on experience building and deploying end‑to‑end ML/AI systems in industry or academia. Deep expertise in one or more advanced ML methods (supervised, unsupervised, reinforcement learning, deep learning, NLP, LLMs, RAG, etc.). Proven track record of delivering large, impactful ML/AI projects into production environments. Proficient in modern ML frameworks (TensorFlow, PyTorch, HuggingFace, etc.) and cloud computing platforms (AWS, GCP, or Azure). Strong programming skills in Python and familiarity with best engineering practices (CI/CD, testing, code review). Demonstrated leadership in cross‑disciplinary teams and ability to mentor scientists and engineers. Excellent communication skills and business acumen. Ph.D. or Master's degree in Computer Science, Machine Learning, Statistics, Mathematics, or a related field is a plus. Our cash compensation amount for this role is targeted at $230k-280k for San Francisco, New York, and Seattle, $205k-255k in Los Angeles, $185k-234k in Denver, and 200k-250k CAD for Toronto. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above. Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. This includes non‑office days for hybrid employees. Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto. Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you. #J-18808-Ljbffr
    $73k-123k yearly est. 2d ago
  • Sr. Construction Project Manager

    Orion 4.8company rating

    Federal Way, WA job

    Senior Project Manager - Federal Way, WA. Orion has immediate openings for a Heavy Civil Construction Senior Project Manager, in the Puget Sound area. This position is accountable for providing project engineering management support to Orion Marine Contractors, Inc. and for providing superior customer relations. This includes developing bid packages, calculating project costs, selecting suppliers, procuring materials and services, interpreting project plans, scheduling project work activities, providing project oversight, interfacing with project personnel, and helping to ensure successful project completion and close out. Specific Responsibilities Works with the Project Management Team to ensure the successful completion and profitability of on-going or new projects. Provides overall project management guidance and oversite to Superintendents and Foremen for current approved marine construction projects. Develops bid proposals for upcoming marine construction and services projects and ensures timely submission of completed proposal. Negotiates contracts and change orders as may be required by the business. Estimates costs to be incurred in upcoming projects accounting for materials, services, labor, and other associated costs. Procures materials and services from suppliers for current projects as required by project needs. Interprets project plans and specifications as required for customers, suppliers or others involved in the project. Schedules project work activities according to plan timelines to ensure timely project completion. Provides interface with project team members, suppliers, customers, and others who are involved in project work. Ensures that project team members are provided a safe work environment and are knowledgeable of safe work practices and policies. Participates in Safety and Environmental initiatives that will contribute to compliance of State/Federal regulations and improve existing Company programs. Must be qualified and physically able to drive regular passenger vehicles to visit work locations and job sites. All employees, current and former, must maintain confidentiality by not disclosing to others any confidential, proprietary or trade secret information belonging to the Company. Responsible and accountable for incumbent's own personal safety. Responsible and accountable for the safety of all co-workers and any others incumbent comes in contact with. Authorized and obligated to stop work on any task or series of tasks whenever an unsafe condition or situation is anticipated or is observed. Complies with all applicable laws, regulations and Company policies and procedures, and is subject to appropriate disciplinary action (including dismissal) for failure to do so. Reports any and all violations of applicable laws, regulations or Company policies and procedures promptly, and is subject to appropriate disciplinary action (including dismissal) for failure to do so. Performs other related administrative and technical duties as may be assigned or requested by immediate supervision (such as certification training, safety training, procedure review, etc.). Position Requirements BS Degree in Civil Engineering/Construction Management, and 8 years' experience, or related discipline, or equivalent work experience, is required. For degreed candidates, prior work experience in the marine construction industry required. The incumbent must have a working knowledge of Project Management & Administration, Marine Construction Materials, Procurement, Estimating, Scheduling, Project Tracking Software, Cost Control, Engineering & Project Standards, and Safety & Environmental Compliance. The incumbent must have the ability to quickly learn the technical aspects of the business; be an effective communicator; have the ability to interface well with employees at all levels of the organization; and be able to work out-of-town for extended periods of time. The Company expects and requires incumbent and each of its other employees to observe and fulfill the above and all other safety responsibilities and actively work toward maintaining a safe workplace. Failure to do so can result in disciplinary action, up to and including termination of employment. The incumbent must have the ability to quickly learn the technical aspects of the business; be an effective communicator; and have the ability to interface well with employees at all levels of the organization. The Company expects and requires incumbent and each of its other employees to observe and fulfill the above and all other safety responsibilities and actively work toward maintaining a safe workplace. Failure to do so can result in disciplinary action, up to and including termination of employment. Physical/Mental Requirements The incumbent must be able to perform the essential functions of the job with or without reasonable workplace accommodation. This is a safety sensitive position. The individual must also be able to wear and properly utilize appropriate personal protective equipment (PPE) to work or visit within areas where it is required. This includes hard hat, safety glasses, respirators, ear plugs, steel toed shoes, personal flotation devices, or other protective equipment as required by the work performed and location the work is being done. The incumbent must possess the ability to remain calm during emergencies and respond appropriately as dictated by the circumstance of the incident and as directed by the Safety Representative or other management personnel. Must be capable of evacuating the work area in a timely manner should an emergency situation arise. In addition, the successful candidate must also be capable of: Walking, stepping, climbing or otherwise moving from one location on the job site to another, and normally involves physically getting onto and off of work barges, boats, vessels, or dock facilities of varying heights and access parameters Adapting to extreme temperature changes Adapting to outdoor conditions and prolonged exposure Compensation & Benefits An excellent compensation and benefits package is offered. Benefit plans include: Medical, including Prescription Drugs Dental Vision Life and AD&D Insurance Short Term and Long-Term Disability Insurance Employee Assistance Plan 401(k) Retirement Plan Paid Time Off for Vacation, Sick, Holidays, Jury Duty and Bereavement Leave Pre-Tax Health and Dependent Care Flexible Spending Accounts Career Growth & Development Compensation: $180k - $200k DOE Candidate Response Qualified applicants should apply through the company career page: ********************************* Candidates that do not meet the minimum requirements will not be considered. The Company is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, gender identity and sexual orientation), age, national origin, genetic information, disability, veteran status or any other category protected by law.
    $180k-200k yearly 5d ago
  • Registered Sales Assistant

    Trumark Financial Credit Union 3.6company rating

    Trumark Financial Credit Union job in Washington

    Job Title: Registered Sales Assistant Department: Wealth Management Employment Type: Full-Time FLSA Status: Non-Exempt Join Our Team and Make a Difference! Looking for a workplace that values your growth, supports your goals, and makes a real impact? At TruMark Financial, we're not just about banking-we're about building a better future for our members and our team. When you join us, you'll enjoy: Flexibility & Balance: We understand life is busy. We offer flexible schedules and time off so you can thrive at work and in life. Opportunities to Grow: From day one, we invest in your career with training, development, and room to advance. Benefits That Matter: Health, dental, vision, a 401(k) with matching, and paid time off-because we care about you. A Chance to Give Back: Be part of something bigger by helping our members and communities reach their goals. What You'll Do Collaborate with Wealth Advisors to provide administrative and sales support, helping grow and retain a dynamic client base. Schedule appointments, manage calendars, and coordinate client communications to ensure seamless service. Support advisors with account maintenance, processing, fulfillment, and follow-up activities. Prepare for and assist with client meetings, seminars, and events that promote member engagement. Work cross-functionally with compliance and operations teams to meet regulatory requirements and support marketing initiatives. Maintain client databases, update digital content, and manage departmental materials to keep processes running smoothly. What You Bring to the Table Licenses: FINRA Series 7 Series 63 and 65 or 66 Life and Health Insurance licenses Experience & Skills: Minimum two (2) years of experience in financial services, sales support, project coordination, or multi-person administrative support. Knowledge of investment and insurance products and how they support members' financial strategies. Proficiency in Microsoft Word, Excel, and PowerPoint; CRM experience preferred. Strong communication skills with a professional, member-focused mindset. Excellent organization and time management skills with attention to accuracy and compliance. What to Expect After You Apply Application Review: We'll carefully review your qualifications. Phone Screening: Selected candidates will participate in a brief conversation about their experience. Interview: Shortlisted candidates will meet with our team for a deeper discussion. Next Steps: We'll follow up promptly with a decision and next steps. Ready to Apply? If you're ready to take the next step in your financial services career-supporting advisors, building meaningful member relationships, and contributing to a growing wealth management program-apply now and join a team that's invested in your success. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. TruMark Financial Credit Union maintains “at will” employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. TruMark Financial Credit Union reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, to equalize peak periods, or otherwise balance the workload. TruMark Financial Credit Union is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. TruMark Financial Credit Union commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job , unless such accommodation would impose an undue hardship upon TruMark Financial Credit Union. The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position or may be encountered while performing essential functions.
    $44k-52k yearly est. 3d ago
  • Mortgage Loan Underwriter

    Peoples Security Bank & Trust 4.3company rating

    Bethlehem, PA job

    If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust. We continue to grow and are always looking for the right people to join our team. #TeamPSBT Our Mortgage Loan Underwriters are responsible for performing administrative and underwriting duties to support the mortgage loan function; acquiring intricate knowledge of underwriting and selling guidelines, especially those associated with the secondary market; achieving goals as established in the Bank's business objectives; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for the mortgage loan function; communicating with appropriate personnel; maintaining appropriate records and providing assigned reports. Essential Duties: Performs administrative and underwriting duties to support the mortgage loan function of which the following are illustrative: Assists with pre-qualification underwriting and loan structuring. Performs of due diligence and underwriting once loans are under application. Verifies and reviews financial loan documents. Assesses borrower(s) credit worthiness. Processes and issues all required disclosures. Communicates changes in loan terms as necessary. Prepares recommendations for credit review committee or loan originators. Reviews loan documents for completeness. Assembles loan documents in loan file, including acceptance or denial and returns file to origination mortgage loan office. Notifies all required personnel of disposition of underwriting results. Performs credit analysis and approves mortgage loans within established lending authority. Maintains knowledge of FHA, VA, and USDA lending guidelines. Perform Administrative Compliance Reviews of subject property appraisals for completeness, accuracy, adequacy and validity in accordance with financial institution policy Maintains intricate knowledge of underwriting and selling guidelines, especially those associated with the secondary market. Ancillary Duties: Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Benefits Offered to Peoples Security Bank Employees **Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals** Medical Plans Dental Plan Vision Plan Life Insurance Disability Insurance 401(K) Plan Paid Time Off Paid Holidays Paid Volunteer Time Off Employee Assistance Program Banking Classes Internal Advancement Opportunities Company Overview Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day, and we are making strides to continue to grow with our amazing team. We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities. PEOPLE | Working together for a common good by engaging our customers and communities. SERVICE | Consistently deliver a safe, reliable and positive banking experience for our customers. BETTER | A commitment to excellence in every interaction. TRUST | Integrity, accountability, guidance, and support form the foundation for every customer engagement. We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Education/Training: Associate degree or equivalent knowledge normally required; specialized bank education/training related to mortgage lending. Experience: A minimum of 5 years' related experience normally required. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
    $46k-57k yearly est. 2d ago
  • Revenue Systems PM - End-to-End Ownership + AI

    Gusto 4.5company rating

    Seattle, WA job

    A modern online people platform is seeking an experienced Product Manager to own the revenue systems for customer communications. This role involves working with various teams to achieve the company's revenue goals. Ideal candidates should have over 8 years of product management experience, particularly in revenue systems. The position offers a competitive salary range of $210,000 to $263,000 annually for locations such as Seattle, WA. #J-18808-Ljbffr
    $80k-113k yearly est. 3d ago
  • Branded Events Specialist

    Trumark Financial Credit Union 3.6company rating

    Trumark Financial Credit Union job in Washington

    TruMark Financial Credit Union Job Title: Branded Events Specialist Department: Brand and Growth Strategy Location: 595 North Morehall Road Malvern, PA 19355 Employment Type: Full-Time FLSA Status: Exempt Join Our Team and Make a Difference! Looking for a workplace that values creativity, collaboration, and community? At TruMark Financial, we're not just about banking - we're about building connections that make a lasting impact. The Branded Events Specialist plays a key role in strengthening our brand and member relationships through engaging, high-quality events that bring our mission to life. When you join us, you'll enjoy: • Flexibility and Balance: We understand life is busy. We offer flexible schedules and time off so you can thrive at work and in life. • Opportunities to Grow: From day one, we invest in your career with training, development, and room to advance. • Benefits That Matter: Health, dental, vision, a 401(k) with matching, and paid time off because we care about you. • A Chance to Give Back: Be part of something bigger by helping our members and communities reach their goals. What You'll Do As the Branded Events Specialist, you will design, plan, and manage impactful events that enhance TruMark Financial's brand, community presence, and member engagement. • Develop and execute a comprehensive event strategy aligned with the credit union's goals and values. • Plan and manage corporate, community, and foundation events - including fundraisers, seminars, brand launches, and internal celebrations. • Coordinate all event logistics from concept to completion, including budgeting, vendor management, scheduling, and on-site operations. • Partner with Marketing and internal teams to promote events and ensure brand consistency across all materials and experiences. • Build and maintain relationships with vendors, community organizations, and key stakeholders to expand engagement opportunities. • Track performance metrics and collect feedback to continuously improve event quality and impact. • Represent TruMark Financial at community and industry events as a professional ambassador of the brand. What You Bring to the Table • Education: Bachelor's degree in business administration, marketing, public relations, hospitality management, or a related field preferred. • Experience: Minimum of five (5) years of experience planning and managing large-scale corporate or fundraising events for major brands, established organizations, or marketing agencies. • Skills: Proven expertise in event logistics, budgeting, and vendor coordination. Strong communication, presentation, and relationship-building skills. Ability to manage multiple projects, meet deadlines, and adapt to changing priorities. High attention to detail, creativity, and professionalism. Proficiency in Microsoft Office and event management software. Flexibility to work evenings and weekends as needed for events. What to Expect After You Apply Application Review: We'll carefully review your application to ensure it meets the role's qualifications. Phone Screening: If selected, you'll participate in a brief call to discuss your background and experience. Interview: Shortlisted candidates will meet with our leadership team for a detailed interview. Final Decision: We'll contact you regarding next steps once a decision is made. We strive to keep you informed throughout the process and appreciate your time and effort. Ready to Apply? If you're an experienced events professional ready to bring creativity, connection, and community impact to your next role, apply now and start your journey with TruMark Financial Credit Union. Equal Opportunity Employer TruMark Financial Credit Union is an equal opportunity employer and values diversity at our company. We encourage applicants from all backgrounds to apply. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This is not an employment agreement or contract, implied or otherwise. TruMark Financial Credit Union maintains “at will” employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. TruMark Financial Credit Union reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, to equalize peak periods, or otherwise balance the workload. TruMark Financial Credit Union is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. TruMark Financial Credit Union commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job , unless such accommodation would impose an undue hardship upon TruMark Financial Credit Union. The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position or may be encountered while performing essential functions.
    $32k-37k yearly est. 60d+ ago

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