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Customer Service Specialist II - Bowie, MD
Wesbanco Bank Inc. 4.3
Bowie, MD jobs
Back Customer Service Specialist II #61-8705 Bowie, Maryland, United States Apply X Facebook LinkedIn Email Copy Location Consideration for location is in all WesBanco markets. This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely). Market Mid-Atlantic Work Hours per Week 40 Requirements High school diploma or GED required. Minimum of one year of customer service experience required; customer service experience within banking or financial institution preferred. Minimum of one year of contact center experience or equivalent required. Minimum of six months of Outbound calling experience preferred. Minimum of six months of any Sales experience preferred. Job Description This position works an alternate schedule: Schedule is 9 am to 6 pm, Monday through Friday, including some Federal Reserve holidays (MLK day, President's Day, Juneteenth, Indigenous People Day and Veteran's Day) Summary Responsible for identifying, responding to, and resolving customer requests related to bank products and services in the Bank's call center. The Customer Service Specialist II is often the primary interaction a customer may have with the bank and provides professional and courteous customer support while adhering to required metrics. Customer inquiries are expected to be responded to and resolved within established departmental service levels. Essential Function Banking is a highly regulated industry and will be expected to acquire and maintain a proficiency in the Bank's policies and procedures and adhere to all laws, rules and regulations that are applicable to conduct, and the work being performed. All assigned training is expected to be completed timely. Essential Duties and Responsibilities include the following: Personally, models the standards of the Bank's Mission, Vision, and Pledge. Processes inbound calls from all queues, including account questions, product and service information, digital banking services, debit card processing, bank policy and various customer requests. Uses the training and reference materials provided to work and resolve an issue or question independently. De-escalates situations when necessary or escalates call to supervisor after de-escalation attempt. Assists customers with various computing environments, including both Apple and Android products, browsers and operating systems to support and promote our digital banking services on all supported devices. Accepts ownership of the customer request and follows it through to resolution. Completes customer transactions and corrects account information by engaging correct business partners. Identifies and resolves customer issues and complaints promptly and accurately. Attends a weekly quality review meeting for ongoing development including coaching, career development, call metrics, updates on policy and procedure. Attends a monthly departmental meeting. Adheres to agent metric standards for calls handled, adherence to schedule, call quality score, ready/not ready time and customer satisfaction. Maintains knowledge of deposit, loan, digital banking services and other banking products. Provides service and support thru multiple communication channels (phone, chat, and/or email) and demonstrates proficiency in the channel. Contacts potential customers regarding products and services, focusing on customer needs, explaining benefits and advantages of the services or products and closing the sale. May be required to read from a prescribed script. Supports all outbound campaigns assigned and meets Key Performance Indicators set by the customer service center in a productive manner. Identifies financial needs of customers and submits referrals accordingly. Accepts other assigned job duties and or responsibilities with or without prior notice. Qualifications To be successful in this position, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Technical Requirements Expertise in using a personal computer and managing one's own home networking infrastructure needed to support reliable access to the Bank's virtual environment. Possesses knowledge and experience using Android and Apple products and Bank supported web browsers and operating systems. Ability to type with speed and accuracy. Ability to operate standard office equipment, including phones, computer and peripherals. Other Skills and Abilities Demonstrates strong time management skills. Ability to work independently and multi-task in a fast-paced environment, with an emphasis on resolving most customers' issues during the call with minimal follow up. Adhere to communication protocols with supervisors when unable to adhere to schedule or perform duties as expected. Willingness to work a flexible schedule, with frequent adjustments to hours and able to work additional hours if needed. Ability to work outside of normal banking hours. Possess an ability to work under pressure, minimizing distractions and maintaining a positive attitude. Adapt quickly to change and learn readily in a remote environment. Willingness to provide a level of service which will clearly differentiate us from our competitors. Ability to build and retain customer relationships against competition. Accepts ownership of the customer request and follows it through to resolution. Identifies customer concerns or needs, resolves the inquiry or recommends best solution, expedites the correction or adjustment and follows up to ensure resolution. Demonstrates effective communication skills, showing empathy and active listening skills. Maintains professional demeanor in appearance, interpersonal relations, work ethic and attitude. Exhibits clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Firm grasp of spelling, grammar and email and phone etiquette. Collaborates with co-workers and employees. Maintains confidentiality. Ability to build rapport with potential customers and engage in financial journey conversations. Achieve proficiency and certification in one or more customer service skills. Physical Demands This position requires long periods of sitting in one area while on the telephone and in front of a computer screen. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Additional Information: The wage range for the Customer Service Associate position is $17.65-$20.00 an hour and is eligible for approved overtime and a +$1.00/hr shift premium after 6:00 pm. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays, and 1 float holiday. WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match. Full-Time/Part-Time Full-time Area of Interest Customer Experience All Locations Bowie, Maryland, United States
$17.7-20 hourly 1d ago

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Strategic Sourcing Associate - Remote
Donnelley Financial, LLC 4.8
Rockville, MD jobs
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction. Recognizedas one of AMERICA'S MOST LOVED WORKPLACES for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here. Summary: Reporting directly to the Strategic Sourcing Manager, the Strategic Sourcing Associate is responsible for the procurement and strategic development of materials/services commodities within the DFIN organization. The Strategic Sourcing Associate will oversee DFIN's portfolio of vendors to identify cost savings opportunities and manage current/new supplier relationships through contract execution and negotiations. This role is responsible for executing Procurement activities, assisting in contract development, and ensuring alignment with business needs and compliance requirements. Responsibilities: Establish and maintain a portfolio of vendor agreements and supplier relationships for DFIN's vendors. Work in a team environment to implement global sourcing and supplier strategies in correlation with market trends, business needs, and competitive landscape creating company roadmap for short, medium, and long-term gains Negotiate contracts, pricing, and terms with vendors. Leverage both current and new supplier relationships to drive cost reductions, manage long-term agreements, and form strategic partnerships that enhance the supplier portfolio to provide positive financial impacts and increased stability Collaborate with cross-functional business teams to draft and negotiate MSAs and SOW's that align with strategic objectives, clearly articulate business requirements to suppliers, and effectively support the operational needs of each business unit Conduct thorough RFI/RFP process and supplier selection in order to achieve cost targets, adhere to contractual requirements, and follow strategic plans Initiate benchmark analysis to identify potential cost gaps and ensure price alignment across commodities Coordinate with purchase requisitioners to generate purchase orders that align with Master Product and Service Agreements and support annual budgetary planning and compliance Collaborate effectively across all organization levels and functions to drive business units toward common goals and objectives that are in alignment with procurement initiatives Conduct commodity and supplier analysis to recognize and implement potential opportunities, gaps and risk analysis, and areas for efficiency gains Ensure the organization's procurement and contracts (and contract management) policies, processes, procedures, standards, and guidelines are followed Ascertain relevant market knowledge and best practices to offer alternative/improved solutions driving improvements in business operations Qualifications: Bachelor's degree in business, Supply Chain, or related field 3-5 years' experience in Purchasing as a Buyer, preferably in IT Procurement with a focus on vendors in IT Software, SaaS, Infrastructure, Network/Telecom space. Preferred Skills: Experience in effectively managing supplier relationships Experience in negotiating contracts relating to corporate business units Working knowledge and understanding of NDAs, MSAs, EULAs, SOWs and DPAs Demonstrate a solid understanding of legal terminology, contracts, contract language, contract terms and conditions, and contract redlining. SAP experience is a plus Demonstrate ability to use critical thinking when analyzing and resolving issues Demonstrate foundational project management skills and the ability to manage multiple tasks and priorities in a dynamic environment. Strong interpersonal, problem-solving, and project management skills required Well-versed negotiation skills with capability to employ creative measures to achieve optimal results Excel, MS Office Suite intermediate skills a must Robust analytical aptitude to generate business cases and sourcing opportunities It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status. If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to . At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
$79k-130k yearly est. 4d ago
Commercial Relationship Liaison II
Capital Bank Md 4.3
Rockville, MD jobs
DescriptionAbout Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose The Commercial Relationship Liaison (RL) is responsible for supporting a team of assigned Commercial Banking teams to manage customer experience and expectations. The RL is responsible for ensuring that the team can effectively manage customer implementations, problem resolution and cross-selling of the Bank's product offerings. Position Responsibilities RL Level 2 supports the Commercial Banking Team(s) in maintaining and managing their portfolios. Coordinates transactions with bank customers and prospects, third party consultants, such as project inspectors, appraisers, environmental firm staff, attorneys, and engineers. Responsible for assisting with the collection of all required documents related to a customer request and supporting credit packages via the Loan Operating System (LOS). Accompanies the Relationship Manager on appointments, as needed. Direct contact with clients ranging from closings to coordination of information. Collaborate closely with internal departments, title companies and law offices to ensure full cycle integrity and client satisfaction. Ensures all required documentation is collected and maintained as required. Works with outside vendors and professionals to remedy situations as needed. Effectively motivates all personnel to produce individualized production metrics. Generally stays informed about the legal, compliance, and market-risk-related issues. Minimum Education & Experience Bachelor's degree in relevant field or equivalent work experience. 5+ years' experience with portfolios approximately $100M or greater. Previous and successful experience in a Banking environment; branch, sales or customer facing roles. Knowledge of banking terminology and products. Prior experience with core banking systems, Fiserv and Abrigo preferred. Problem-solving skills and the ability to identify, research and resolve issues that arise with customers. Technical Knowledge and Skills Strong written and oral communication skills. Strong organizational skills with ability to set priorities in a multi-task environment and meet deadlines. Demonstrated proficiency with Microsoft Office. Compensation: Base Salary Range: $33.65 - $40.86 hourly. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Additional Compensation: This role will include a yearly annual target bonus based on individual performance. Working Arrangements for posting: This is a hybrid role expected to work in office Monday, Tuesday, Thursday, and Friday. You will be able to work remotely on Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more! Generous Paid Time Off and Paid Holidays. Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$33.7-40.9 hourly 4d ago
SVP, Commercial Relationship Manager - Central Maryland Market
Capital Bank Md 4.3
Columbia, MD jobs
About Us Capital Bank N.A. is headquartered in Maryland, and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose The Commercial Relationship Manager (RM) is a outside sales role focusing on acquiring new and maintaining existing Commercial and Industrial (C&I) relationship in the Bank. A C&I RM targets relationships equal to or greater than $5,000,000 in revenue and equal to or greater than $2,500,000 in loan requests for the Bank. The loan size and revenue size serve as guidelines and actual relationships and loan maybe above or below the stated amounts. The role has overall responsibility for ensuring that the Bank is generating revenue and growing the overall C&I portfolio and deposit base within the Commercial Bank based on the parameters outlined above and is accountable for meeting and/or exceeding their goals each year. Further, the role ensures that the overall credit quality of the C&I portfolio meets the credit standards for the Bank. This role will focus on acquiring and maintaining business in the Central Maryland Region/Greater Chesapeake area. Position Responsibilities With a focus on C&I customers, works with existing and prospective customers to obtain and retain business relationships. Leads the credit process workings with the Commercial Relationship Liaison and the Credit Administration team to prepare credit requests files for review and will attend the Loan Committee meetings and present the credit requests for approval Approves or recommends for approval sound loans reflecting attention to analysis, loan structure, and pricing relative to the risk and value of the borrower within lending authority and bank loan policy. Facilitates closings with the customer, settlement agents and/or attorneys. Services and manages the loan portfolio in partnership with the Portfolio Manager Negotiates complex pricing, loan structure, and loan agreement issues on large borrowers. Monitors existing assigned loans to ensure complete compliance with loan terms, proper loan risk ratings, timely past due management, and problem loan detection. Understands regulatory compliance matters that directly affect lending processes and is committed to complying with those requirements. Acts as the escalation point for the assigned team in relation to issues that arise. Works with team members on loan write-ups and deal structures. Ensures that deals that go to Loan Committee are sound and within the guidelines set by the Loan Committee. Works closely with the C&I Team Leader and C&I Market Executive execute strategies to drive business. Works closely with the Treasury Services team to create and execute strategies to increase deposits and treasury services relationships. Works with the team to create the annual sales plan and execute the plan accordingly. Be a leader in the market they serve. This includes but is not limited to attending community events, networking, serving on the boards of local non-profits, and developing Centers of Influence. Minimum Education & Experience Previous and successful sales experience as a Commercial Relationship Manager/ Loan Officer/Business Banker with experience in C&I lending. Experience doing business with C-Level executives and investors. Experience in all aspects of the loan and credit process and a good understanding of how the banking industry operates. Technical Knowledge and Skills Advanced underwriting skills Highly analytical in nature Strong credit acumen and experience Understands both the structure of loans and deposit solutions and is experienced with directly negotiating the terms Understanding and knowledge of loan documentation and working with outside counsel to ensure correctness Knowledge of lending and depository procedures and regulations Proficient with Microsoft office software suite (Word, Excel, PowerPoint, etc.) Excellent verbal and written communication skills Working Arrangements This is a hybrid role expected to work in office Monday, Tuesday, Thursday, and Friday. You will be able to work remotely on Wednesday. Compensation: Base Salary Range: $170,000 - $210,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Additional Compensation: This role will participate in a lucrative incentive plan with payout based on your ability to meet assigned goals. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more! Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an E-Verify, Affirmative Action and Equal Opportunity Employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$170k-210k yearly 4d ago
BSA QC Specialist (Hybrid) (Richmond, VA/Reston, VA/Columbia, MD)
Atlantic Union Bank 4.3
Columbia, MD jobs
The BSA Quality Control Specialist is responsible for day-to-day oversight of the department's quality control program, including periodic risk-based sample quality reviews of work produced by AML Investigations teammates and BSA Operations teammates. Will serve as a subject matter expert and a dedicated training resource for internal teammates within the AML Financial Intelligence and BSA Operations divisions. The BSA Quality Control Specialist oversees development and maintenance of training materials and analytics tools to support performance management, quality and productivity reporting, and key performance indicators. Other related duties and responsibilities may be assigned at the discretion of the BSA Quality Manager. Position Accountabilities Regulatory Compliance Maintain an understanding of relevant laws, regulations, guidelines, and advisories issued by OFAC, FinCEN (Financial Crimes Enforcement Network), and other regulatory bodies pertaining to economic sanctions, AML, and CTF. Ensure the FIU's quality control program adheres to relevant regulations and best practices. Review, Test, Monitor & Train Conduct periodic risk-based sample reviews of AML Financial Intelligence and BSA Operations division outputs, including documentation, decisioning, technical accuracy, record keeping, and document retention requirements. Track and report results to the BSA Quality Manager. Develop and maintain appropriate training materials and job aids to support adherence to AML Financial Intelligence and BSA Operations Recommend changes in processes and procedures to the FIU Quality Manager. Conduct individual and group coaching sessions with internal teammates related to quality control reviews, internal audit findings, and/or reports of examination. Support the BSA Management team in the implementation of internal remediation efforts and changes to procedures and/or processes. Test new systems, software, or tools utilized by the BSA department. Maintain dashboards, analytics tools, and trend reporting to support performance management oversight, monitoring of quality and productivity, and Key Performance Indicators. Provide periodic reports to the BSA Management Team. Support the BSA Management team in oversight of internal BSA AML department training initiatives, including development and maintenance of new-hire, refresher, and remediation training programs. Attend training seminars as deemed necessary at the direction of the BSA Quality Manager. Participate in professional and community associations relating to BSA and related regulatory compliance. Data Analysis, Reporting, & Documentation Analyze trends and patterns in quality control reviews to identify areas for improvement and recommend corrective actions and training. Develop key performance indicators (KPIs) to measure the effectiveness of the quality control program and generate reports for senior management. Prepare and present detailed QC reports on an ongoing basis to Senior management, highlighting key findings and recommendations. Maintain comprehensive documentation of QC processes, findings, and actions taken. Ensure all QC records are accurate, complete, and stored in accordance with regulatory requirements. Ethical Conduct and Integrity Uphold the highest standards of professional ethics, integrity, and confidentiality in all activities related to sanctions compliance and financial crime prevention. Serve as a role model for compliance and ethical behavior within the organization, fostering a culture of integrity and accountability. Organizational Relationship Report to - FIU Quality Manager Position Qualifications Education & Experience Bachelor's degree in Criminal Justice, Business or a related field, or a combination of education and experience equivalent to such a degree--REQUIRED Must have at least 5 years of banking, business, or criminal justice related experience--REQUIRED Experience managing, training, and/or auditing people or processes--STRONGLY PREFERRED A minimum of 3 years' experience in BSA / AML Investigations compliance work--REQUIRED Certification as a compliance professional (i.e.: CAMS, CAFP, CFE)--PREFERRED Knowledge & Skills High level of attention to detail to ensure accuracy and completeness in QC activities. Strong analytical skills to identify issues, trends, and areas for improvement. Ability to analyze complex data and produce meaningful reports. Demonstrated ability to interact with management, vendors, and other business lines with tact and diplomacy while achieving stated objectives. Advanced written, oral, data analytics, interpersonal and negotiating skills with ability to prepare and present technical presentations and guide internal customers. Working knowledge of financial institution operations. Ability to research, analyze and recommend improved processes. Ability to read, analyze and interpret government regulations, trade journals, legal documents, and technical documents. Advanced PC skills including word processing, spreadsheet and database applications. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$64k-102k yearly est. 4d ago
Supervisor, Loan Operations (Syndications/Participations) (Hybrid--Richmond,Columbia, MD or Danville)
Atlantic Union Bank 4.3
Columbia, MD jobs
The Supervisor of Loan Operations is responsible for day-to-day management of tasks associated with Centralized Funding, Boarding, Syndications/Participations/Swaps, Equipment Leasing, SBA, Post-closing Reviews, Payment Processing, Loan Pledging, Escrow, Account Maintenance, Collateral, Insurance/Flood Tracking, Credit Bureau Disputes, Document Management. This role is responsible for consumer & commercial loan support; and ensuring an efficient workflow process. The Supervisor will provide direction, support, training, and backup to teammates, as needed. Position Accountabilities Live our core values: Caring. Committed. Provide exemplary leadership and people management practices to ensure teammates are providing exceptional service to internal and external customers Assist with teammate training and motivation to achieve production goals Demonstrate team-building skills by example Provides support for problem solving, process improvement, and skill development Prepare teammates to answer and assist internal and external customers and serve as a resource for escalated customer issues and questions Assist with the development and enhancement of procedures Assist with personnel instruction regarding policies and procedures, ensuring teammates are informed of changes Conduct quality assurance audits to ensure departmental procedures are achieving the desired results Attend required meetings and functions as needed Participate in project activities as needed Collaborate with other Supervisors to ensure partnerships between functional teams Participate in the production tasks performed within the Loan Operations team Validate teammate activities to ensure work is performed timely, completely, accurately, and in compliance with regulations and defined policies and procedures Report teammate performance issues to the Manager - Loan Operations and participate in performance development plans Manage employee scheduling and approve time cards Other duties as assigned Organizational Relationship This position reports to the Manager - Loan Operations Position Qualifications Education & Experience Undergraduate Degree Preferred or Equivalent Required Minimum of 5 years of business loan processing and document preparation experience Minimum of 5 years of supervisory or management experience Knowledge & Skills Proficiency with MS Office programs High level of accuracy and great attention to detail Ability to build and maintain relationships with internal and external customers Possess extensive and current knowledge of all operational duties and procedures, with proven ability to explain the purpose behind the process Ability to organize work load Excellent customer service skills Excellent oral and written communication skills Detail oriented and quality focused Proven problem solving and decision-making abilities; able to think analytically Able to handle multiple tasks Ability to influence, persuade and motivate In depth knowledge of loan operations, products and documentation Intermediate knowledge of Regulatory, Legal and Enterprise Policy monitoring, managing and mitigation Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$50k-81k yearly est. 5d ago
FCRM Investigations and Reporting Analyst II (Hybrid)
The Bancorp Bank, N.A 4.3
Wilmington, DE jobs
Type Full Time Work Arrangement: ***After the initial training period, this is a hybrid role, working onsite in our Wilmington, DE office.*** Investigates and analyzes more complex potential anti-money laundering and fraudulent transactions and document findings up to and including filing Suspicious Activity Reports and escalating cases to the proper government enforcement authorities. Responsibilities Essential Functions Conducts financial forensic investigations on AML (Anti-Money Laundering) cases involving complex transaction patterns, including those derived from internal escalations, referrals from business lines, law enforcement requests, and department intelligence. Determines and pursues the best investigative approach for each unique case, ensuring material risk factors are addressed in compliance with AML department policies and regulatory expectations. Writes and prepares Suspicious Activity Reports (SAR), following established regulatory guidelines and time frames. Documents steps taken through the investigation escalation process through supporting research and data. Communicates findings, status, open issues, and other AML-related items to management regularly. Interfaces with internal and external partners to obtain information, as needed, on questionable transaction activity. Escalates and coordinates cases with law enforcement as applicable. Obtains information and assistance from law enforcement agencies, peer banks, and other external groups on AML issues and cases. Works closely with internal groups to ensure understanding of SAR and investigative requirements. Provides feedback, input, and suggestions on and Know Your Customer (KYC) issues, acting as a subject matter expert on the operations and processes to streamline and improve function effectiveness. Performs other duties as assigned. Qualifications Education/Experience Requirements Undergraduate degree in a related field preferred. Otherwise, a non-related undergraduate degree and combination of training and experience will be considered. 5 years of transaction monitoring, KYC, sanctions, fraud, or investigative experience in BSA/AML. Experience in writing and preparing Suspicious Activity Reports (SARs) in accordance with applicable regulatory requirements. Preferred Requirements Extensive working knowledge of BSA/AML and KYC rules and regulations with exposure to SARs documentation. Excellent verbal, written, and interpersonal communication skills. A team player, able to work effectively in a team fostered, multi-tasking environment. Proficient in Microsoft Office suite, e.g., Excel, PowerPoint, Word, Outlook. No travel required. Additional Information This job will be open and accepting applications for a minimum of five days from the date it was posted. Working at The Bancorp Bank, N.A. and Benefits Information: company/join-our-team/ Company Culture & Background Screening Company Culture at The Bancorp Bank: company/company-culture/ The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history. #LI-Hybrid #LI-PJ1
$52k-67k yearly est. 4d ago
CMDB Analyst - Remote
Donnelley Financial, LLC 4.8
Rockville, MD jobs
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction. Recognizedas one of AMERICA'S MOST LOVED WORKPLACES for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here. Summary: We are seeking a highly motivated and hands-on ServiceNow Business Analyst to support a CMDB implementation of the ServiceNow platform. This role will focus on the ITSM suite, CMDB, and Discovery modules. The ideal candidate will have strong functional knowledge, excellent communication skills, and the ability to demonstrate business value through the platform. You will act as the primary Business Analyst for ServiceNow ITSM, CMDB, and Discovery, collaborating with stakeholders and bridging technical and business teams to deliver impactful solutions. Responsibilities: * Act as the primary BA for the implementation of ITSM, CMDB, and Discovery modules in ServiceNow * Collaborate with stakeholders to gather, analyze, and document business and technical requirements * Work hands-on with the platform to test, validate, and demonstrate ServiceNow functionality * Conduct demos and walkthroughs to showcase capabilities and value to business users * Support UAT, training, and go-live activities * Manage stakeholder expectations and provide regular updates * Support the Team in developing CMDB policy, processes, and knowledge base * Manage and maintain data/IT configuration items and data governance for the platform * Improve CI data integrity regarding classes, naming conventions, attributes, data sources, and relationships * Conduct configuration audits and reconciliation * Drive visibility on unauthorized CI changes or alterations to environment * Maintain data dictionary and own data model for the platform * Define KPIs to manage the effectiveness of the data * Perform SDLC activities required to enhance the ServiceNow platform Qualifications: * Proven experience with ServiceNow ITSM, CMDB, and Discovery * Hands-on experience testing and validating ServiceNow functionality * Strong understanding of service management processes and workflows * Excellent communication and stakeholder management skills * Ability to articulate value and impact to business stakeholders * Experience with CMDB ServiceNow implementations is a plus * 3+ years of experience with mid to large-sized companies (500+ associates) * Experience with Microsoft Office 365 and ServiceNow * Solution-oriented mindset with ability to provide recommendations for current and future platform * Familiarity with processes that consume CMDB data (Incident, Problem, SDLC, Asset, Change) * Solid understanding of varying IT software and hardware platforms and concepts * Excellent analytical and problem-solving skills Preferred Skills: * ITIL Foundation v3 or v4 certification * 2+ years of ServiceNow IT Operations experience * Knowledge of IT Configuration and Asset Management processes * Knowledge of ServiceNow CMDB, Discovery, and Service Mapping tools * Excellent collaboration, customer service, and communication skills General Skills: * Passionate about customer service * Ability to balance multiple simultaneous demands and self-adjust to meet shifting priorities * Ability to work independently and collaborate with peers as needed * Excellent oral and written communication skills * Willingness to occasionally work scheduled night/weekend times, and to participate in off-hours on-call schedule * Able to work quickly and effectively under pressure and efficiently handle multiple priorities * Familiarity with the financial services industry is desirable but not required It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status. If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to . At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
$58k-71k yearly est. 1d ago
Credit Portfolio Manager III (HYBRID) (Bethesda, MD)
Atlantic Union Bank 4.3
Bethesda, MD jobs
Responsible for providing an independent perspective in underwriting and managing complex Wholesale Banking loans and relationships up to the bank's legal lending limit. Partners with Relationship Managers, Credit Portfolio Managers, and the Credit Portfolio Management Team Leader in delivering credit solutions through: underwriting, portfolio management, deal team management, and extensive internal and external client interaction. Credit Portfolio Manager III is expected to be a subject matter expert (SME) in the respective portfolio and adheres to all regulatory and compliance guidelines. Lead the independent underwriting process for new and renewal opportunities for clients and prospects within an assigned portfolio. The position will be assigned to some of the more complex credits and larger portfolios within the Wholesale Bank. Provide in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and guarantor support for new/renewal opportunities and other credit risk management deliverables. Prepare detailed short or long-term financial projections within a vendor provided solution such as Moody's Risk Analyst or within an Excel spreadsheet. Make recommendations to Relationship Managers and Credit Approvers regarding credit amount, structure, and policy compliance. Manage assigned portfolio by proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all covenants, identifying issues and following through for remediation, and assisting with compliance and regulatory reviews. Participate or lead client calls with Relationship Manager for in-depth financial questions, deal information, collection of financial statements, and other portfolio management requirements Participate in special projects to aid with the continuous improvement of portfolio management. Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Prioritize new deal, renewal, and portfolio management requirements and coordinate as appropriate with clients and prospects, Relationship Managers, Credit Risk, Treasury Management, and other internal and external stakeholders. This senior position may mentor CPMs I and II, as appropriate. Organizational Relationship This position reports to the Team Leader - Credit Portfolio Management. Position Qualifications Education & Experience Bachelor's degree in Accounting or Finance and seven or more years of experience in a commercial lending environment Knowledge & Skills Experience across multiple lines of business, including but not limited to Commercial & Industrial, real estate development and builder lines, service, retail, commercial real estate, religious organizations and government. If supporting commercial real estate lenders, requisite skills would also include construction loan underwriting and administration (construction budgets, sources/uses, construction draw administration, property entitlement, lease analysis and property valuation principles). Considered a SME for aligned industry, commercial credit and lending concepts, practices and regulations. Advanced written and analytical skills to encompass an ability to analyze balance sheet structure, and income and cash flow trends. Consistently demonstrates ability to make complex decisions and sound business judgments regarding business and lending activities Skilled in the analysis of financial statements, tax returns and cash flows of commercial & industrial companies, or commercial & residential real estate companies (as applicable). Knowledge of financial statement spreading, including proficiency in preparing pro-forma statements within Moody's or other software package. Excellent written, oral and interpersonal skills, to include selling, structuring, negotiating, closing, maintenance, modifications and problem resolution PC proficiency with Word and Excel, including the use of system and user generated formulas, macros, charts, and tables. Ability to research industry sources needed for credit evaluations. Strong organization skills with the ability to self-manage time and work flow to meet deadlines. Ability to manage multiple projects at one time. Ability to work independently as well as within a team environment Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $125,429--$207,627. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$125.4k-207.6k yearly 4d ago
Sr. Loan Administration Specialist
Capital Bank Md 4.3
Rockville, MD jobs
About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose The Loan Administration Specialist is responsible for delivering high level and quality customer service. They are expected to interact closely with Loan Officers, their Administrative Assistants, Credit and other Departments to support the ongoing servicing of new and renewed loans and maintaining the Bank's loan files in accordance with the Bank's policy and legal requirements. Position Responsibilities Completes loan support functions for new and renewed loans: Verifies loan information by comparing data and confirming that the coding is accurate and in compliance with Bank's policy and legal requirements. Updates Core and ancillary Systems to accurately affect loan documentation and to set up taxes and insurance tracking. Review closing package for completeness post-closing. Prepare the forms for input into the loan accounting system. Prepares and enters loan transactions to the Bank's core for loan activation and ensures costs associated with the loan are posted to the correct general ledger accounts. Ensures certain core loan documentation is timely uploaded to the Bank's Imaging System. Tracks loan collateral instruments to ensure recorded documents are returned perfected and the accurate by using tickler systems established on the Bank's core system. Receives and processes loan advances: Review requests for advances for all required documentation. For Construction Loan Draws, for proper insurance requirements are met prior to each draw. Prepares the transaction for input into the loan accounting system. Ensures the request and supporting documentation are timely uploaded to the Bank's Imaging System. Receives perfected loan collateral documents: Review recorded collateral documents to ensure properly recorded. Update tickler system. Ensure the documentation is timely uploaded to the Bank's Imaging System. Receives loan payoff requests: Reviews the request and prepares the payoff statement in accordance with the loan documentation. Receives and processes the payoff in the loan accounting system. Prepares lien releases and sends to appropriate party for processing. Ensures payoff and release documentation is timely uploaded to Imaging System. Ensures the collateral records in the loan accounting system are properly updated to reflect any released or changed collateral. Performs loan maintenance and manages request queues to meet department SLAs, such as: Loan Research Loan Payments Statement requests Borrower Base updates Assist with training less experienced staff on department processes and procedures Helps manage workflow during high volumes Suggests solutions and assists with implementation of new processes and procedures Works with accounting to research transactions and reconciliation of loan gls Leads organization efforts within the department to help streamline processes Skilled at bank loan transactions and practices Other Duties as Assigned, such as: Provides documents for internal and external auditors Assists with special projects. Participates in any department activities to promote efficiency and quality Cross trains to learn other job duties within the department Education and Experience Required: High School Diploma or 6 years bank experience or paralegal experience in a real estate law practice 1-2 years previous loan department experience preferred. Knowledge of lending and banking policies, procedures, and regulations. Technical Knowledge and Skills Microsoft Office Suite, FiServ Premier & Navigator, Abrigo Loan Servicing Excellent written and oral communication skills. Knowledge of lending and operational compliance regulations. Educated on collateral perfection documentation and requirements Aptitude to learn new banking software Compensation Base Salary Range - $65,000 - $95,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Working Arrangements: This is a hybrid role expected to work in office Monday, Tuesday, Thursday, and Friday. This person can sit out of our Rockville headquarters. You will be able to work remotely on Wednesday. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more? Company Contributions to your 401k - Regardless of your contribution Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more! Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an affirmative action and equal opportunity employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$29k-34k yearly est. 4d ago
Infrastructure Engineer
Capital Bank Md 4.3
Rockville, MD jobs
About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose The Infrastructure Engineer is a hands-on role responsible for the installation, configuration and maintenance of network hardware and software, such as virtual servers and software applications, operating systems and securing mobile devices, across the bank. This position is also responsible for assisting the service desk team with maintaining assets and assisting with daily tasks. Position Responsibilities Maintain systems by keeping all systems patched and managing software deployments as necessary. Handle day-to-day service desk escalations. Working knowledge of AD, Microsoft 365, Azure Cloud and SaaS solutions. Assist with implementing and monitoring local and remote network access. Assist in evaluating and implementing new network software releases, patches, and third-party products. Create new users accounts and provide required access to all the corporate services, data, and resources. Reset Passwords for main accounts. Assist with maintaining production, testing, and other system environments. Ensure adherence to escalation procedures. Respond to escalated, complex and high-end user issues promptly. Assist with providing ongoing support and training of employees as well as new temps/interns as needed. Document and maintain documentation on running systems and procedures. Maintain security standards for all systems in consultation with the Info Sec team. Participate in after-hours/weekend network support as needed. Responsible for the software and technologies designed for operating and monitoring applications, data and services residing in the cloud, cloud services, and cloud environments. Other responsibilities and duties, as assigned. Education and Experience Required: A minimum of 3 years related customer service experience. A minimum of 3 years of experience in the following: Microsoft Windows Platforms, Microsoft 365 and Microsoft Azure. Bachelor's degree in business, CS, IT, or Business Administration; Or equivalent combination of education, skills, and experience. Experience with network LAN or WAN technologies. Experience with hypervisor technologies (specifically VMware vSphere). Preferred Skills and Qualifications Excellent organizational, project planning, presentation, and time management skills with careful attention to detail. Ability to manage daily operations of the function and prioritize work with minimal guidance. Ability to work independently with minimal supervision and in a team setting, and across external and internal stakeholder groups. Strong analytical, multitasking, and problem-solving capabilities. ITIL Additional Details Ability to travel to support the bank's locations as needed. Ability to lift up to 40 lbs. Must be able to work a flexible schedule, including after business hours; and periodically be on-call for after-hours support. Other Ability to travel within a defined market area. Compensation Base Salary Range: $85,000 - $100,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as geographic location, relevant experience, skill set, education, and ability to meet qualifications within the job description. Additional Compensation: This role will include a yearly annual target bonus based on individual performance. Working Arrangements: This opportunity offers flexibility to work in a hybrid working environment within our Rockville, MD office. Remote working arrangement may be an option for qualified applicants. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more? Company Contributions to your 401k - Regardless of your contribution Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more! Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an affirmative action and equal opportunity employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$85k-100k yearly 4d ago
Director, Sales Marketing - Remote
NFP Corp 4.3
Bethesda, MD jobs
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: As director of Sales Marketing, this role will be dedicated to driving marketing initiatives for NFP's sales organization in North America. The primary focus of this role is to develop the marketing component of go-to-market strategies, drive large-scale sales initiatives across the company, and lead our portfolio of sales marketing campaigns including the oversight of impact reporting. Working across our marketing team, this role will help facilitate the development of external revenue-driving campaigns and activities, as well as internal education for our sales force. In addition, you will support collaborate with our Chief Sales Officer, corporate development, sales enablement and sales operations teams. This role is critical in connecting our sales and marketing teams, and thus it is important that they have a strong understanding of both the marketing and sales process. Essential Duties and Responsibilities: Lead role responsible for supporting, collaborating and driving sales marketing initiatives for our sales organization in the US and Canada. Key point of contact for Sales Operations team, including the CSO, distribution, sales enablement, producer recruiting and corporate development teams. Strategic owner of sales marketing campaigns, including: Oversee and track full portfolio of campaigns and ongoing measurement of impact. Go to market strategy development Lead discussions with core team to identify target audience, market, value prop, and making a recommendation on marketing approach Identify KPIs Collaboration with brand and digital marketing for the development of campaign assets and deliverables. Sales marketing analytics ownership, providing ongoing reporting back to marketing and sales leadership, in collaboration with the head of digital, brand and SEM Advise marketing managers across the team on optimal go to market strategy and how best to enable their marketing initiatives for sales teams. Partner with field marketing leader on regional sales marketing initiatives, campaigns and opportunities to broaden/nationalize across regions. Lead the marketing plan for joint sales initiatives between NFP Aon, Connected Value. Collaborate with Sales Enablement on the creation of templated sales outreach, Sales Enablement kits, and ways to optimize producer marketing. Support of the sales and marketing tech stack, and how to optimize usage of tools Support integrated sales campaigns partnering with corporate development teams. Parter with sales enablement to establish, maintain and audit the lead handoff process from NFP.com and other campaigns. Manage and coach the sales marketing manager, who will report directly into this role. Knowledge, Skills, and/or Abilities: Understanding of the sales process and stages of the buyer's journey. Marketing plan/strategy/timeline development Previous Experience with These Tools or Similar Equivalent: Salesforce CRM Pardot - Marketing Automation Platform SalesLoft - Sales Engagement Platform LinkedIn Sales Navigator Event Marketing Management Industry Sponsorship Marketing Management Understands marketing project management process, workflow, and routing between client, brand and stages of creative production. Excellent oral and written communication skills Excellent working knowledge of Microsoft Excel, Word, Outlook, and PowerPoint Education and/or Experience: A Bachelor's degree in marketing, journalism, or related field 8-10+ years of marketing experience Certificates, Licenses, Registration: N/A What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $90,000 to $126,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr
$90k-126k yearly 6d ago
Trust Administration Officer II
City National Bank 4.9
Wilmington, DE jobs
WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues. WHAT WILL YOU DO? * For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy. * Prepare new account paperwork, as required. * Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc. * Obtain missing documents from clients. * For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document. * Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries. * Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.) * Provide client service by responding and researching client and colleague inquires by phone, email, and written communications. * Respond to advisors and intermediaries regarding the administration and maintenance of accounts. * Fields phone calls from clients and intermediaries. * Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA. * Gather information from clients for projects. * Prepare draft correspondence letters and memos. * Maintain new account logs. * Follow appropriate Regulation 9 process. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 3+ years of experience in financial services required * 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required *Additional Qualifications* * 3+ years of experience in trust administration preferred * Strong written and verbal communications skills * Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions * Ability to set priorities, and objectives * Trust Certificate and/or CTFA a plus *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $ 58,766.40 - $ 93,873.60 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
$58.8k-93.9k yearly 9d ago
Loan Accounting Analyst
Capital Bank Md 4.3
Rockville, MD jobs
About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose The Loan Accounting Analyst is responsible for delivering high level and quality customer service. They are expected to interact closely with internal operations staff and accounting to support the ongoing servicing of new and renewed loans and maintaining the Bank's loan files in accordance with the Bank's policy and legal requirements. Position Responsibilities Completes loan support accounting and GL functions for new and renewed loans: Verifies loan information by comparing data and confirming that the coding is accurate and in compliance with Bank's policy and legal requirements. Updates Core and Ancillary Systems to accurately affect loan reporting and daily reconciliation Review closing packages for codes and figures Prepare the forms for input into the loan accounting system. Prepares and enters loan transactions to the Bank's core to help ensure costs associated with the loan are posted to the correct general ledger accounts. Ensure Loan GL Recons provided by the Accounting Department are managed daily. Tracks accounts payable invoices for loans and research when payment inconsistencies arise. Prepares lien releases and sends to appropriate party for processing. Ensures payoff and release documentation is timely uploaded to Imaging System. Ensures the collateral records in the loan accounting system are properly updated to reflect any released or changed collateral. Performs transactions and manages request queues to meet department SLAs, such as: Loan Research GL Research Loan Transactions GL corrections Assist with training less experienced staff in department processes and procedures Helps manage workflow during high volumes Suggests solutions and assistance with implementation of new processes and procedures Works with accounting to research transactions and reconciliation of loan gls Leads organization efforts within the department to help streamline processes Skilled at bank loan transactions and practices Other Duties as Assigned, such as: Provides documents for internal and external auditors Assists with special projects. Participates in any department activities to promote efficiency and quality Cross trains to learn other job duties within the department Education and Experience Required: High School Diploma or 6 years' bank experience in commercial lending operations 1-2 years previous experience managing loan GLs Knowledge of lending and banking policies, procedures, and regulations. Technical Knowledge and Skills Microsoft Office Suite, FiServ Premier & Navigator, Abrigo Skilled in excel Excellent written and oral communication skills. Knowledge of lending and operational compliance regulations. Educated on collateral perfection documentation and requirements Aptitude to learn new banking software Experience with Fiserv Navigator and Intelligent Workplace Compensation Base Salary Range - $29.03 - $43.55 hourly. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Working Arrangements: This is a hybrid role expected to work in office Monday, Tuesday, Thursday, and Friday. This person can sit out of our Rockville headquarters. You will be able to work remotely on Wednesday. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more? Company Contributions to your 401k - Regardless of your contribution Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more! Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an affirmative action and equal opportunity employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$29-43.6 hourly 4d ago
Specialty Leasing Manager
Federal Realty Investment Trust 4.7
North Bethesda, MD jobs
Federal Realty is a proven leader in the ownership, operation, and redevelopment of high quality retail real estate in the country's best markets. We believe we are one of the most innovative and dynamic real estate companies you can work for. Interested candidates who research Federal Realty hear a lot about the high quality shopping centers and the well-respected real estate team at our core, it's the smaller intangible things that can make working at Federal so satisfying. You see, while we're one of the largest publicly traded real estate investment trusts in the country, as measured by the value of our shopping centers, we're really a very small company by most standards and we try to operate that way. That means that team members with initiative and ability can get involved in many facets of our business over the years. I encourage you to look us up on LinkedIn and follow Federal Realty Investment Trust. Federal Realty is currently hiring a Specialty Leasing Manager to support the growth and development of its regional specialty leasing program. This role may be structured as a hybrid in-office position for candidates located near one of Federal Realty's regional offices on the East Coast or as a remote position for candidates residing on the East Coast, based on business needs. Due to the geographic location of the assigned portfolio and the travel requirements of the role, this position is open only to candidates based on the East Coast of the United States. Reporting to the Vice President, Business Development, this role is responsible for generating new revenue through temporary leasing and deal-making across multiple shopping centers. Responsibilities include overseeing specialty leasing activity for in-line space, vending, carts, parking lot events, signage, and other temporary income opportunities outside of permanent leasing. The Specialty Leasing Manager will drive revenue growth by canvassing properties, cold-calling, expanding existing tenant relationships, introducing new concepts, and meeting established new business income goals through proactive deal-making. Responsibilities Prospect for potential tenants in all venues including local malls, street retail and any forum that has the potential to yield new tenant opportunities. Success of the program and achieving results is directly related to a high level of prospecting and cold calls. Negotiate new leases, renewal agreements, and various other lease documents. Fill vacant retail spaces and the common area with revenue producing tenants and activities while maximizing rent. Prepare and manage the assigned portfolio budget, including monthly variance analysis preparation and forecasting. Work with the VP, Business Development to coordinate and facilitate set up of tenants and aspects of lease deals. Attend ICSC and other Retail or Specialty Leasing Conferences, as appropriate. Perform other duties and projects, as assigned. Qualifications Bachelor's degree in a business-related discipline or equivalent practical experience Minimum of three (3) years of experience in real estate leasing, commercial real estate leasing, sales, or a related field Strong understanding of shopping center operations and local and regional real estate markets Demonstrated ability to analyze and evaluate tenancies across an assigned portfolio and implement strategies to drive incremental revenue and cash flow Proven ability to communicate clearly and effectively with merchants, property management, leasing, and marketing teams, building productive and collaborative relationships Demonstrated self-starter with strong organizational skills, goal orientation, flexibility, attention to detail, and consistent follow-through Willingness and ability to travel regularly, up to approximately 50-60% of the time, based on business needs Ability to travel throughout the assigned portfolio, with an understanding that active on-site prospecting and relationship development are important to success in the role Strong negotiation, interpersonal communication, and written communication skills Demonstrated resourcefulness, persistence, and creativity, with the ability to successfully close deals Proficiency in Microsoft Excel, Word, and Outlook Salary Range: The typical base pay range is $105,000-$125,000 per year plus bonus. To ensure a fair and competitive offer, we take into account your job-related skills, experience, relevant qualifications, and the cost of living in your work location. Federal Realty Investment Trust is an Equal Opportunity / Affirmative Action employer. Federal values a diverse workforce and is committed to providing equal employment and advancement opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, gender identity or expression, genetics, or protected Veteran status. Federal Realty Investment Trust does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Federal Realty Investment Trust and Federal Realty Investment Trust will not be obligated to pay a placement fee. If you are unable to submit your application online, please call .
$105k-125k yearly 2d ago
Mortgage Loan Processor
Capital Bank Career 4.5
Rockville, MD jobs
About Us Capital Bank N.A. is headquartered in Maryland, and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose Capital Bank is looking for a Mortgage Loan Processor to join our team. The Mortgage Loan Processor works closely with loan originators to process mortgage loans in order to provide a seamless customer experience. The Mortgage Loan Processor's primary function is to ensure the timely and accurate submission of loans to Underwriting. Position Responsibilities Gathers and analyzes documentation and other information to take each loan application from once setup to closing Contacts borrowers and referral sources as an introduction within 3 days (72 hours) of receipt Reviews all income documentation to ensure that is accurate and supports the guidelines in place for a specific loan product Reviews product guidelines to make sure that the loan fits and the necessary documentation is obtained, including: Verify 2 years of continued employment - document any gaps Review asset documentation Review credit report Review appraisal Review title work Review hazard insurance Obtain payoffs on refinances by contacting current mortgage holder Make sure all documentation is legible Obtain all required certifications from agent - termite, well, septic, etc. and review upon receipt. Actions as needed. Monitor daily closing schedule and make sure all loan are scheduled - if not scheduled notify Title Company, Agent and/or Loan Officer and schedule with closing department Submit loan to underwriting in appropriate file order Clear all Prior to Closing conditions. - Loans must be “clear to close” at least 48 hours prior to closing Advise borrower of loan decision and any required conditions Inputs proper loan information into Encompass so that data and supporting documentation are accurate. Contacts borrowers to obtain additional documentation as necessary to meet loan guidelines Follows Processing procedures as designated by Processing Manager Must meet crucial deadlines such as financing contingencies and closing dates Works with the MLO and/or LOA regarding missing/requested items Updates conversation logs in Encompass Minimum Education & Experience 3-5 years experience in a loan processing role with experience handling loans from start to finish. Recent experience in the mortgage industry as an assistant, loan processor or loan officer is preferred. Experience communicating with borrowers regarding lending requirements. Experience processing conventional, FHA and VA loans. Experience with Encompass software is required. Preferred Skills & Qualifications Strong background in calculating income is preferred. Proficient in Microsoft Office Suite including Word, Excel, PowerPoint and Outlook. Excellent verbal and written communication skills. Proven customer service ability is required. Must have knowledge of lending terminology and the ability to effectively communicate to borrowers. Knowledge of underwriting would be helpful. Independent worker that can produce results Ability to take initiative Ability to work in a fast-paced environment and deliver accurate results. Compensation: Base Salary Range: $25.51 - $35.71 per hour. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Working Arrangements 100% remote role We're currently hiring only within our core locations, which include Maryland (MD), District of Columbia (DC), Virginia (VA), Pennsylvania (PA), Delaware (DE), Indiana (IN), Illinois (IL), South Carolina (SC), Florida (FL), and North Carolina (NC). Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more! Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an Affirmative Action, E-Verify, & Equal Opportunity Employer.
$25.5-35.7 hourly 60d+ ago
Mortgage Loan Officer (VA/MD/NC & DC Roles Remote available!)
Atlantic Union Bank 4.3
Waldorf, MD jobs
Atlantic Union Bank is hiring Mortgage Loan Officers, Sales Managers and Sales Teams focusing on VA, DC, MD & NC!! Nearby states are also viable. Branch locations: Reston, Richmond, Fredericksburg, Virginia Beach, Staunton, Harrisonburg, Roanoke, Charlottesville, and Hagerstown. What's Needed: A minimum of two years' current experience as a Mortgage Loan Officer is required, along with established relationships and production within a specific market. Position Description: Originates and completes mortgage loan applications, submits loan files to processing and provides the highest level of customer service to our customers. Designs and implements comprehensive business plan to increase sales and build relationships with referral sources. Position Accountabilities: Completes telephone, mail-away and face-to-face Loan Applications with clients and approves loan disclosures for distribution to clients. All required fields in the application to be completed including all third party information prior to approval. Determines proper program placement of a loan file (i.e. FHA, VA, Conventional, USDA, etc.). Prices loans and locks rates as per Company policy. Reviews returned applications and documentation for completeness, accuracy, and compliance. Runs AUS and reviews for findings and required documentation. Prepares requested Pre-Qualifications as per Company policy. Orders credit reports, appraisals and title requests. Conducts regular follow-ups with clients and referral sources. Maintains regular communication with applicants throughout the processing period, assisting them with any questions and notifying them of any additional information required. Submits loan file allowing for stated turn times and works in conjunction with assigned Processor. Maintains pipeline of all loans in process, tracks their progress and meets all contractual deadlines. Assists all parties including the Processor during the entire process. Meets or exceeds minimum production requirements. Attends all settlements when possible. Completes annual Business Plan and meets regularly with Sales Manager. Keep informed of trends and developments in the local real estate market and competitive environment, as well as changes in rules and regulations pertaining to both private and government insured mortgages. Maintain a professional image and standards consistent with company policies and procedures. Organizational Relationship: Reports to Sales Manager/Branch Manager Position Qualifications: Education & Experience Minimum of 2 years loan officer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable. NMLS registration required Knowledge & Skills Proven ability to read, write and communicate at a level consistent with the requirements of this position and to generate independent leads for new business and professionally communicate with existing and past clients. Working knowledge of standard loan products in the industry and strong familiarity with underwriting guidelines. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Qualifications Experience2 years: Minimum of 2 years loan officer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable. (required) Licenses & CertificationsNMLS (preferred) Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$41k-60k yearly est. 4d ago
Project Manager II - Strategy and Transformation - Pittsburgh, PA
Wesbanco Bank Inc. 4.3
Bowie, MD jobs
Back 30d Project Manager II - Strategy and Transformation #21-8603 Multiple Locations Apply X Facebook LinkedIn Email Copy Location is 100% Remote. Market Pittsburgh Work Hours per Week 37.5 Requirements Bachelor's Degree required. PMP Certification or similar required. Minimum of 3 years Banking Experience or similar required. Track record of independently managing complex projects. Job Description SUMMARY: As a Project Manager II within the Enterprise Strategy & Planning team you will be responsible for driving strategy and leading key projects for complex, cross-functional initiatives across multiple line of business. You will be heavily involved in organizing, directing, managing, coordinating, and executing key activities to ensure operational readiness and that staff is prepared to manage changes with high quality and sound controls and you will also handle executive communication. Manages moderate and high complexity projects from request through the archive phase. Requires extreme discretion and confidentiality while showing a high degree of professionalism. ESSENTIAL FUNCTION: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training. ESSENTIAL DUTIES & RESPONSIBILITIES: Business Insight: Understands the strategic goals of the organization and align project objectives accordingly Analyzes market trends and business data to inform project decisions and strategies. Manage Complexity: Navigates and manage moderate to high-level projects with multiple stakeholders and interdependencies. Develops and implement effective project plans to handle intricate project details and challenges. Resourcefulness: Identifies and leverage available resources to achieve project goals efficiently. Innovates and adapt to overcome obstacles and ensure project success. Accountability: Takes ownership of project outcomes and ensure timely delivery within scope and budget. Monitors project progress and implement corrective actions as needed. Collaboration: Fosters a collaborative environment by working closely with cross-functional teams. Builds strong relationships with stakeholders to ensure alignment and support. Effective Communication: Communicates project status, risks, and issues clearly and effectively to all stakeholders. Facilitates meetings and presentations to keep the team informed and engaged. Adaptability: Adjusts project plans and strategies in response to changing circumstances and feedback. Stays flexible and open to new ideas and approaches to improve project outcomes. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OTHER SKILLS & ABILITIES: Willingness to provide a level of service which will clearly differentiate us from our competitors. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Ability to multitask. Excellent communication, time management and problem-solving skills. Ability to maintain trust, discretion, and confidentiality. COMPUTER SKILLS: Proficient in Microsoft Office products which includes Word, Excel, PowerPoint, SharePoint, OneNote, and Outlook. Ability to learn Project Management and web-based software applications. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Full-Time/Part-Time Full-time Area of Interest Operations All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesBowie, Maryland, United StatesCincinnati, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
$101k-133k yearly est. 2d ago
2026 Quantitative Investing Internship Program
T. Rowe Price 4.5
Baltimore, MD jobs
External Description: The T. Rowe Price internship program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, interns also gain exposure to associates and senior leaders across the firm through an executive speaker series, networking and social events, and engagement with our Business Resource Groups. You will be placed into the Quantitative Equity department for the duration of the 10-week program with exposure to a variety of areas: Quantitative Factors Stock Selection Models Portfolio Management and Attribution Alternative Data Analytical and Quantitative Research Projects Responsibilities Support analytical and quantitative projects within TRPIM Quat Use data to support the quant team's investment research agenda concerning risk evaluation or the investment decision making process Data visualization Qualifications Required: Full time student pursing a bachelor's degree with an expected graduation date of December 2026 - May/June 2027 Demonstrated programming skills or aptitude, especially with R, MATLAB, Python and object-oriented programming Major: Computer Science, Engineering, Economics, Mathematics, Statistics, Physical Sciences, or Quantitative Finance study Preferred: Intellectual curiosity or knowledge of investments, portfolios, and quantitative analysis Minimum GPA: 3.5 Overall Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status). FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. City: State: Community / Marketing Title: 2026 Quantitative Investing Internship Program Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$97k-130k yearly est. 60d+ ago
Collections Specialist - $20/hr + Monthly Incentive
Sallie Mae Inc. (SLM Corp 4.1
New Castle, DE jobs
When you join Sallie Mae, you become a champion for all students. We're on a mission to power confidence as students begin their unique journey. To help them plan their higher education, successfully finish, and prepare for life after school. To help them Start smart. Learn big. Students need guidance navigating this important time in their life. They need someone who acknowledges that their education path is unique. They need a partner willing to evolve and not only meet but surpass their expectations. We're changing. Because students need a better way. We're looking for people who are excited to drive this transformation. To break barriers and think of new ways to adapt, help, and create better experiences for students-and for each other. This is where diverse backgrounds, beliefs, and perspectives matter. It's where you're empowered to bring your authentic self to work. Feeling your best allows you to do your best. Our benefits take care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your education and career, support for you and your family (including your pets!), paid time off to volunteer for the things that matter to you, and more. We're obsessed with impact and making a real difference. For us, that means putting relationships first, asking "why not?" when tackling challenges, and continuously learning new skills. Come do more than join something, change something. For students, for future generations, for the future of education. Description: * Customer Engagement: Make and receive customer calls to address overdue accounts and discuss repayment options. * Customer Experience: Provide exceptional service while encouraging customers to make payments on their past due accounts. * Documentation: Accurately record customer interactions, including communication logs, payments, repayment plan enrollments, and other important information. Qualifications and Skills: * Ability to demonstrate empathy while being assertive to achieve the required outcome. * Meet and exceed quality goals, compliance regulations and productivity targets individually and team environment. * Strong interpersonal, communication and listening skills. * Build meaningful relationships with our customers by offering repayment programs while gathering information to understand their financial situation. * Excellent negotiating, probing, influencing and resourcefulness skills. Compensation: * This role offers a base pay of $20 per hour, plus monthly incentives ranging from $1250 to $2500 based on performance. What we're looking for: Next Start Date is February 2nd 2026 * Professionalism: Serve as the welcoming and friendly voice for our customers. * Energetic and Driven: Bring enthusiasm and a positive attitude to every interaction. * Tech Savvy: Possess basic computer skills and experience with the Microsoft Office Suite. * Flexible Work Environment: Ability to work in the office with the flexibility to work from home on some days. * The first 90 days of employment you are required to work in the office with a schedule of 8 a.m. - 5 p.m. Monday through Friday. * Schedule assignments are based on performance rankings. Employees will participate in a schedule bid process where higher performance rankings provide priority in selecting preferred shifts. Shift bids take place every 6 months. * Schedules options upon availability and based on business needs are: 8am-5pm, 10am-7pm and 12pm-9pm (Employees working the evening shift receive a 15% shift differential on their hourly rate). * You would work the same schedule Mon-Friday. * Must be flexible to work some Saturdays * Education & Experience: Experience in customer service and or collections related roles. High school diploma or equivalent, some college coursework in business related fields preferred. Feeling your best helps you do your best: Our benefits take care of the whole you-so you can build your work around your life (not the other way around!). * Competitive base salaries * Bonus incentives * Generous PTO, Floating Holidays and 12 Federal Holidays observed * Support for financial-well-being and retirement 401k with employer match * Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more * Employer paid short-term/long-term disability and basic life insurance * Flexible hybrid working arrangements. * Paid parental leave and adoption reimbursement programs * Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware) * Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives * Tuition Reimbursement and Family Scholarship Programs * Career development and training opportunities Not the right fit? Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. Click here to view the U.S. Pay Transparency Policy, here for federal job applicant notices, and here to view the California Employee Privacy Notice. Reasonable accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an accommodation please call ************** and choose option 9. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
$20 hourly Auto-Apply 12d ago

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