FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwide
Northwestern Mutual 4.5
Wisconsin jobs
Primary Duties and Responsibilities
Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment
Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work.
Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures
Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries.
Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.
Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy.
Understands how systems connect to processes and outcomes.
Drives change and embraces continuous improvement by creating processes and provisions to accommodate change.
Fosters a professional relationship with our clients to enhance brand loyalty
Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards
Adept at shifting work priorities to meet the needs of the business and customer demand.
Qualifications
Associates degree in business or related field or equivalent combination of education and experience
Minimum of 2 years related customer service experience with proven customer service skills
Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)
A basic understanding of tax implications
Advanced written and verbal communication skills
Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy
Strong organization skills with the ability to prioritize tasks.
A strong desire to continuously learn and improve
Strong problem-solving skills and ability to provide options
Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA
Compensation Range:
Pay Range - Start:
$21.35
Pay Range - End:
$32.02
Geographic Specific Pay Structure:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$21.4 hourly Auto-Apply 60d+ ago
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People Operations Coordinator
Recovery.com 4.0
Madison, WI jobs
Description:
Recovery.com is seeking a dynamic People Operations Coordinator whose engaging presence brings people together and organizational excellence ensures a seamless workplace experience. With a sharp eye for detail and the ability to juggle multiple responsibilities, you'll help keep the office running smoothly, ensure employees and candidates feel supported, and directly contribute to the collaboration, culture, and mission-driven work of our team.
This role blends office management and people operations support to create a unique opportunity to grow within the role and organization where a growth mindset and “figure it out” attitude are celebrated and rewarded. .
Work Location
This role is expected to be in the office 5 days/week to best serve our staff and team. However, there is flexibility to work remote when needed.
How you know you're being successful
Candidates, employees, and office guests have a welcoming and supportive experience
Office is functional, well-stocked and organized, creating a welcoming space for employees and visitors
People Ops systems, documentation, and administrative tasks are consistently organized and up to date
Onboarding, scheduling, communication, and People Ops logistics run smoothly and accurately
You are a diligent team player who communicates clearly, is reliable, and receptive to evolving needs
Your growth mindset and “figure it out" approach enables you to see the possibilities and run with it
We'll expect you to do things like:
Office Management - 70
Support logistics for events, retreats, celebrations, and team gatherings
Maintain a stocked, organized, and welcoming office environment for employees and guests; including owning procurement of all office and staff supplies
Lead office upkeep initiatives including cleanliness, restocking, safety protocols, and facilities maintenance in partnership with building management
Manage office-related vendor relationships (cleaning, maintenance, office services)
Oversee office access management (keys, fobs, badges) and assist with general onsite needs and troubleshooting
Manage incoming and outgoing mail; retrieve, sort, and distribute mail and packages daily, including coordinating package pickups and deliveries
Effectively collaborates with team members at all levels in the organization with a goal to make decisions in the best interest of the team
People Operations - 30%
Coordinate candidate travel arrangements (lodging, flights, transportation as needed)
Prepare resources for internal trainings, meetings, and People Ops initiatives
Set up interview-day logistics, including room preparation, and guiding candidates between meetings
Help create policy and procedures, organize and manage job descriptions, and develop clear and concise internal communications
Support annual open enrollment, PTO/Sick audits, EAP management and various information gathering
Serve as the onsite host for candidates, ensuring a warm, professional, and organized experience
Required Qualifications
Associates degree in Human Resources or 1-3 years of direct experience in People Operations or HR
1-3 years experience in a general administrative or office management role
Strong organizational skills with excellent attention to detail
Tech-savvy with comfort using HRIS, ATS, Slack and Google Workspace
Strong written and verbal communication skills
Ability to maintain confidentiality and handle sensitive information
Ability to work onsite 5 days/week
High Emotional and Social Intelligence
What we think will improve your chances of success
Associates degree in Human Resources, Business Administration, Psychology, or related field OR equivalent lived work experience in HR
Experience in the recovery or mental health industries
Experience in a Start Up environment
Demonstrated ability to improve processes and see things differently
Passion for building inclusive, employee-centered workplace cultures
Travel Expectations
Up to 2x/ year for company gatherings and professional development events
Compensation
The base salary range for this position is $55,000-$65,000, plus eligible benefits. Compensation may be adjusted based on tenure and experience.
Equity Options
In addition to your cash compensation, you will receive options to buy stock in Recovery.com at a set strike price. These options will vest on a four-year schedule and present an exciting opportunity to benefit from the upside of our company's growth.
Quarterly Bonus
An additional 10% of base earnings is paid out quarterly when the company meets its revenue target.
Dane County Housing Stipend
We strongly value in-person work and collaboration, so for full-time employees residing in Dane County, we offer a housing stipend of $735.26/month in addition to your salary ($8,823.12/yr; half of the Fair Market Value of a 2BR apartment in Madison according to rentdata.org).
Benefits and Perks
This role is eligible for the following benefits and perks:
Medical, Dental, and Vision Insurance (100% of premiums paid for employees, 50% of premiums paid for dependents)
Short- and long-term disability and basic life insurance
401K (100% company match up to 3% and 50% on the next 2%)
Paid time off, paid holidays, and leaves of absence
Education Assistance (for educational coursework directly related to your role)
Flexible hybrid and work-from-home policy
Physical Requirements
Sit down and operate a computer for extended periods of time
Able to work in an open office environment
Lift items weighing up to 15 lbs
About Recovery.com
Each year, 90% of people who need addiction treatment don't receive it. One of the major reasons is the difficulty in finding a treatment provider, and as people increasingly turn to the internet over family, friends, or medical professionals to find care, Recovery.com is making a difference in thousands of people's lives by providing a comprehensive, user-friendly resource for finding addiction and mental health treatment.
Launched in 2017, Recovery.com is a late-stage startup based in Madison, WI, on a mission to be the the most trusted online resource for connecting patients and mental health providers. We are rapidly growing and profitable, and looking to aggressively capture the market opportunity as we scale to $100M ARR over the next 4 years.
Our core values aren't just words to us! They define who we are and how we work. People who are successful at Recovery.com:
Regularly show compassion and empathy for customers, patients, and fellow colleagues
Display vulnerability by demonstrating authenticity with themselves and encouraging it in others
Strive for growth and humbly seek to improve in all aspects of work
Demonstrate joy and a positive attitude in every interaction, from office conversations to solving difficult problems
Exhibit accountability by not only fulfilling their own responsibilities, but helping others in their work as well
Embrace creativity by testing the norms and being open to new ideas
Equal Opportunity Statement
Recovery.com is an equal opportunity employer committed to diversity and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, veteran status, gender identity, race, religious beliefs, disability, sexual orientation, age, or any other protected characteristic. We value the talents of individuals from all backgrounds and actively seek a diverse workforce.
Our mission is to provide a fair and inclusive recruitment process for everyone, and reasonable accommodations are available to any applicant who may need them. Please reach out to ************************ to request accommodations; we'd be happy to chat!
Requirements:
$55k-65k yearly 28d ago
Investment Client Svcs Manager - Top Advisor Team - Hybrid
Northwestern Mutual 4.5
Franklin, WI jobs
The Manager of the Top Advisor Team within Investment Client Services will lead a high-performing group dedicated to supporting the firm's most successful advisors. This role combines strategic leadership, operational excellence, and deep industry expertise to deliver exceptional service and drive advisor success.
Key Responsibilities:
Leadership & Team Development
Lead and develop a team of professionals, including staffing, mentoring, performance management, and succession planning.
Foster a culture of accountability, collaboration, and continuous improvement.
Strategic Oversight & Operational Excellence
Define team purpose, clarify roles, set milestones, and establish success measures.
Drive innovation and scalability while ensuring compliance with regulatory and program guidelines.
Translate regulatory and program changes into actionable steps to minimize risk and operational disruption.
Service Delivery & Risk Management
Ensure high-quality, cost-effective service delivery by managing operating plans, budgets, and service-level goals.
Oversee complex escalations related to staff, cases, processes, and systems from both home office and field operations.
Conduct timely quality reviews and audits to maintain compliance and mitigate risk.
Collaboration & Relationship Management
Partner closely with financial advisors and staff to resolve complex cases and enhance operational success.
Collaborate with internal teams (product, compliance, supervision, engineering) and external vendors to drive improvements.
Represent the division in projects and initiatives, serving as SME or project lead from concept through completion.
Industry Expertise & Continuous Improvement
Apply deep knowledge of securities trading, investment products, and regulatory frameworks.
Recommend product and system enhancements to improve advisor productivity and client experience.
Identify and implement process or technology improvements to reduce costs and increase efficiency.
Field Engagement & Change Leadership
Serve as a key liaison to top advisors and their teams, including in-person visits, conferences, and industry events.
Lead change management initiatives across the organization, ensuring smooth adoption and minimal disruption.
Additional Responsibilities
Support dedicated trading platforms and vendor relationships.
Assist with planning and execution of home office and field events.
Stay current on industry trends and proactively communicate implications to stakeholders.
Qualifications:
Bachelor's degree in business, investment operations, or equivalent experience.
Minimum 7 years of investment experience, including 2+ years in operational management leadership.
Strong technical knowledge of financial services operations; brokerage and advisory trading experience preferred.
Experience with Pershing and Envestnet a plus.
FINRA Series 7 and 24 required.
Proven ability to manage complex projects, lead teams, and adapt to changing business needs.
Exceptional relationship-building skills and ability to influence across multiple stakeholders.
Strong business acumen, strategic thinking, and ability to anticipate future trends.
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 24 - FINRA, Series 7 - FINRA
Compensation Range:
Pay Range - Start:
$84,350.00
Pay Range - End:
$156,650.00
Geographic Specific Pay Structure:
Structure 110:
$92,820.00 USD - $172,380.00 USD
Structure 115:
$97,020.00 USD - $180,180.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$84.4k-180.2k yearly Auto-Apply 13d ago
Director of Performance Marketing
Recovery.com 4.0
Madison, WI jobs
Job DescriptionDescription:
We are an aspirational brand with a big mission: to be the best place to find mental health and addiction treatment for anyone, anywhere. To get there, we need to ensure our key audiences-patients seeking care, their loved ones, professionals who refer people to treatment-know who we are and trust that we can help them find the right treatment and resources.
As Director of Performance Marketing, you'll play a critical role in advancing that mission by driving high-quality traffic to our platform through high-performing paid channels. Your work will help more people discover treatment options at the moment they need them most. You'll own and scale our paid media strategy, lead creative and channel innovation, and collaborate cross-functionally to ensure we're reaching the right people with the right message at the right time.
Work Location
Madison, WI
How you know you're being successful
Paid marketing campaigns consistently meet or exceed ROI and quality targets across core and emerging channels
New channel tests are launched and evaluated regularly, with high-performing opportunities scaled quickly
Stakeholders are confident in our paid media investment strategy and outcomes
We'll expect you to do things like these
Own marketing budget allocation and make data-backed decisions on spend across channels
Manage, optimize and scale paid campaigns across Google Ads, programmatic, and native advertising platforms
Partner with the Paid Social Marketing Manager to grow paid social as a performance channel.
Design and execute creative testing frameworks that drive incremental performance
Identify and test new and emerging paid media channels-such as connected TV (CTV)-that show strong promise against ROI and traffic quality goals
Build and refine audience targeting strategies to reach individuals, families, and professionals searching for treatment
Analyze campaign performance using tools like Amplitude to surface actionable insights and guide strategy
Develop marketing analytics capabilities to improve understanding of long-term metrics like audience LTV
Collaborate with product and external partners to improve our attribution capabilities
Work closely with the Ad Operations team to ensure we're delivering performance, value, and reporting that supports advertising partner success
Collaborate cross-functionally with content, design, engineering, and data teams to support paid initiatives
Required Qualifications
10+ years of experience managing performance-based paid media campaigns
Strong track record owning paid media budgets and scaling channels to hit ROI and traffic quality goals
Expertise in Google Ads
Proficiency in Meta and native/programmatic platforms, with hands-on experience
Familiarity with analytics platforms like Amplitude to evaluate user behavior and campaign outcomes
What we think will improve your chances of success
Experience using StackAdapt or similar programmatic platforms
Experience working in a fast-paced startup or growth environment
Ability to manage agency relationships and vendor evaluations
Demonstrated comfort with high levels of ownership and accountability
Excellent communicator with strong presentation and stakeholder management skills
Deep understanding of marketplace business models and performance dynamics
Experience leading and developing high performing teams
Travel Expectations
Twice a year for company gatherings. Occasional travel for conferences where appropriate.
Compensation
The base salary range for this position is $135,000-$175,000, plus eligible benefits. Compensation may be adjusted based on tenure and experience. For employees residing in Dane County, total annual compensation including the housing stipend is approximately $143,823-$183,823.
Dane County Housing Stipend
We strongly value in-person work and collaboration, so for full-time employees residing in Dane County, we offer a housing stipend of $735.26/month in addition to your salary ($8,823.12/yr; half of the Fair Market Value of a 2BR apartment in Madison according to rentdata.org).
Equity Options
In addition to your cash compensation, you will receive options to buy stock in Recovery.com at a set strike price. These options will vest on a four-year schedule and present an exciting opportunity to benefit from the upside of our company's growth.
Quarterly Bonus
An additional 10% of base earnings is paid out quarterly when the company meets its revenue target.
Benefits and Perks
This role is eligible for the following benefits and perks:
Medical, Dental, and Vision Insurance (100% of premiums paid for employees, 50% of premiums paid for dependents)
Short- and long-term disability and basic life insurance
401K (100% company match up to 3% and 50% on the next 2%)
Paid time off, paid holidays, and leaves of absence
Education Assistance (for educational coursework directly related to your role)
Flexible hybrid and work-from-home policy
Physical Requirements
Sit down and operate a computer for extended periods of time
Able to work in an open office environment
Lift items weighing up to 15 lbs
About Recovery.com
Each year, 90% of people who need addiction treatment don't receive it. One of the major reasons is the difficulty in finding a treatment provider, and as people increasingly turn to the internet over family, friends, or medical professionals to find care, Recovery.com is making a difference in thousands of people's lives by providing a comprehensive, user-friendly resource for finding addiction and mental health treatment.
Launched in 2017, Recovery.com is a late-stage startup based in Madison, WI, on a mission to be the the most trusted online resource for connecting patients and mental health providers. We are rapidly growing and profitable, and looking to scale our impact by helping as many people as possible find the treatment they need.
Our core values aren't just words to us! They define who we are and how we work. People who are successful at Recovery.com:
Regularly show compassion and empathy for customers, patients, and fellow colleagues
Display vulnerability by demonstrating authenticity with themselves and encouraging it in others
Strive for growth and humbly seek to improve in all aspects of work
Demonstrate joy and a positive attitude in every interaction, from office conversations to solving difficult problems
Exhibit accountability by not only fulfilling their own responsibilities, but helping others in their work as well
Embrace creativity by testing the norms and being open to new ideas
Equal Opportunity Statement
Recovery.com is an equal opportunity employer committed to diversity and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, veteran status, gender identity, race, religious beliefs, disability, sexual orientation, age, or any other protected characteristic. We value the talents of individuals from all backgrounds and actively seek a diverse workforce.
Requirements:
$50k-69k yearly est. 13d ago
Equity Research Associate
Robert W. Baird & Co.Orporated 4.7
Milwaukee, WI jobs
About The Role:
Baird is seeking an Equity Associate for our Private Wealth Management equity research team. This team is responsible for consulting over $125B in individual stocks in Baird's PWM system and provides guidance and support to Baird's Financial Advisors. The associate will provide support to a team that manages Baird's two PWM Home Office Portfolios, directly managing over $8B in client assets. The team also provides timely market insights and commentary across sectors.
The Impact You'll Make:
Participate in the creation of the daily Private Wealth Management morning research email, published and distributed every morning by 8:00 am CT, collecting and synthesizing updates deemed important for Financial Advisors and their clients regarding individual securities, ratings changes, industry updates and other topical updates.
Assist the team in responding to Financial Advisors' inquiries about specific stocks, sectors, and/or investment themes.
Provide up to date and timely investment guidance and recommendations to Financial Advisors on behalf of their individual/retail clients. This includes providing updates and opinions on stocks across all industry sectors, analyzing high net worth client portfolios, and providing insight on general investment topics/themes including portfolio construction.
Assist with the development of equity ideas and screens, focusing on current market conditions, stock-specific opportunities and needs specific to individual high net worth clients.
Conduct ongoing due diligence of stocks held in the two Private Wealth Management home office portfolios - the Baird Recommended Portfolio and the Baird Rising Dividend Portfolio - particularly in conjunction with companies' quarterly earnings reports. Over time, as investment acumen develops, the Associate will have an opportunity to participate in the portfolio management process, offering new buy ideas and sell recommendations for the investment committee to consider.
Assist with the initial drafting and creation of written portfolio materials, including trade summaries, quarterly marketing materials, and other supporting research documents.
Other duties/projects as assigned to support Baird's growing PWM business.
What You'll Bring to Baird:
Bachelor's degree in finance, business, or other related field.
Progress toward CFA preferred.
Strong analytical skills and a passion for the markets.
Adept with spreadsheets, databases, and word processing applications; experience with Bloomberg, FactSet, and Morningstar a plus.
Strong oral and written communications skills.
Strong attention to detail and organizational skills with the ability to prioritize and complete multiple tasks; ability to work under strict deadlines and pressure situations; demonstrated time management skills.
Strong initiative and work ethic, and an ability to work well both within a team and on a self-directed basis. Ability to thrive in a collaborative environment.
Capacity to handle increasing levels of responsibility as needed.
Willingness to obtain SIE, Series 7, and Series 63 licenses within 6 months of hire.
Willingness to work early hours; workday starts at 6:30 am.
This position offers flexibility to work Monday-Thursday at Baird's global headquarters in Milwaukee, WI and work remote on Friday.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$72k-100k yearly est. Auto-Apply 28d ago
Lead Account Executive - Global Operations (Remote-Eligible)
Capital One 4.7
Madison, WI jobs
The Lead Account Executive provides essential operational support for business partners. This includes project managing partner and product onboarding, as well as training partners on our proprietary tools and systems. The individual in this role will lead operational projects focused on implementing new products, releases, and solutions, while also resolving escalated customer issues. Furthermore, the role is responsible for managing operational relationships with complex and large partners, actively managing risk, and escalating any customer-impacting issues to management within day-to-day responsibilities.
**Responsibilities:**
+ Providing dedicated operational support to various stakeholders, including acquirers, network partners, issuers and processors
+ Conducting research on complex situations and troubleshooting issues related to end-to-end transaction processing, acceptance complaints and issuer launches
+ Supporting business development through the onboarding of new franchises, issuers, acquirers, processors, and software vendors, as well as assisting with contract negotiation and due diligence
+ Managing compliance with operating rules and regulations, coordinating certification and supporting participants through the semi-annual release process
+ Leading internal projects, ensuring documentation meets auditing requirements, and serving as a Subject Matter Expert (SME) on key authorization and settlement applications, internal systems and tools
+ Managing strategically important partners and driving continuous improvement by seeking holistic solutions for client-impacting issues
+ Client Engagement: This is a client-facing role requiring approximately 10% travel
**Basic Qualifications:**
+ High School Diploma, GED or equivalent certification
+ At least 6 years of payments industry experience within financial services
**Preferred Qualifications**
+ Bachelor's Degree in Business, Finance, Information Technology, Engineering
+ 8+ years of payments industry experience within financial services
+ Experience influencing key stakeholders, executive level clients or internal business partners
**Capital One is open to hiring a Remote Employee for this opportunity.**
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $106,700 - $121,700 for Lead Account Executive
Riverwoods, IL: $106,700 - $121,700 for Lead Account Executive
Chicago, IL: $106,700 - $121,700 for Lead Account Executive
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$106.7k-121.7k yearly 21d ago
Bookkeeper Manager
MBE CPAs 4.0
Sun Prairie, WI jobs
Job Description
What's the role?
Our Client Accounting Services (CAS) Supervisors are a key part of the CAS team, working with clients to provide support for bookkeeping, payroll, and QuickBooks, always ensuring compliance with GAAP and related tax rules and regulations. This includes:
Providing full charge bookkeeping services to multiple clients using QuickBooks.
Processing payrolls, including direct deposits, and generating monthly/quarterly/year-end statements.
Providing QuickBooks support and consulting, including training clients on managing their records in QB on an as-needed basis.
Supporting the client by providing a catch-up of the year's financial activity to produce the tax return.
Managing a book of business and delegating work to other CAS team members.
What experience and skills do I need to be successful?
3+ years in a similar role within a public accounting firm.
Two-year Associate Degree in Accounting preferred or equivalent level of bookkeeping experience.
Knowledge of generally accepted principles of accounting.
Intermediate to advanced skills in QuickBooks software.
Great Perks and Benefits:
Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunities to grow your career within the firm. In addition:
Onsite, hybrid, or remote work arrangements. Remote work allowed for candidates with 3+ years of directly related experience.
Relocation packages include the ability to work remotely during the transition to the area.
Competitive medical, dental, and vision insurance plans.
FSA/HSA account options.
Paid Time Off (PTO).
401k employer matching program to save for retirement.
Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
Bonuses for helping with business development leads.
Incredible potential for upward mobility and career growth.
What will my schedule look like?
This role supports our office hours of Monday-Friday 8a-5p with a steady 40 hours per week. Generally, overtime is not expected except during January and February when the CAS team works about 50 hours per week for year-end. Unlimited overtime is available January-March and May-September the office closes at noon on Fridays for summer hours.
How do I join?
First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team.
What else are you hiring for?
See all MBE CPA's openings on their website or reach out to our Lead Recruiter, Jazmine Hoile, on LinkedIn.
More about the MBE Affiliate Group:
MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
$39k-54k yearly est. 11d ago
Talent Acquisition Specialist / Recruiter
Covantage Credit Union 3.2
Antigo, WI jobs
Are you passionate about connecting people with purpose-driven careers? If you're excited about making a meaningful impact and helping others find purpose, we want you on our team. The Talent Acquisition Specialist is responsible for partnering with hiring managers to attract and select top talent for their teams.
At CoVantage Credit Union, we're more than a financial institution - we're a mission driven organization that puts out members, employees, and communities at the heart of everything we do. We're looking for a Talent Acquisition Specialist to help us grow our team with individuals who share our values and commitment to service. This position can be based out of our Antigo or Wausau office and is eligible for partial remote work.
CoVantage invests in our team members! Your pay will be based on your related experience and qualifications. You'll also be eligible for a generous benefits package including a 401k employer match of up to 200%, a bonus of annual salary up to 4%, an employer HSA contribution, and paid time off for community service.
Job Duties:
Partner with hiring managers to attract and select top talent for a variety of roles
Lead full-cycle recruiting - from sourcing and screening to offer and onboarding
Manage job postings, applicant tracking, and pre-employment processes
Build and maintain a strong candidate pipeline for future opportunities
Represent the credit union at job fairs and community events
Provide data-driven insights to improve hiring strategies and outcomes
Ensure timely and detailed communication with hiring managers for an efficient process
Foster professional relationships with candidates, employment agencies and recruiting contacts
Qualifications:
Minimum of 2 years experience in recruiting preferred
Excellent written and verbal communication skills
Strong working knowledge of Windows and Microsoft Office products
Strong knowledge of employment law
Ability to maintain confidential employee/candidate information
Depending on the qualifications and experience of applicants, CoVantage may elect to modify this position and/or job title without reposting the opportunity.
$49k-61k yearly est. 16d ago
Director of Plan Administration
Kerberrose S.C 3.5
Wisconsin jobs
The Director of Plan Administration will lead the day-to-day operations of our Plan Administration team. This individual is responsible for overseeing a team of administrators, ensuring timely and accurate delivery of compliance testing, Government filings, and annual reporting for our Plan Sponsors. The ideal candidate has technical expertise in Qualified Retirement Plans, proven leadership experience, and a commitment to delivering exceptional service to Plan Sponsors and Financial Advisors.
________________________________________
Key Responsibilities:
Lead and manage the Plan Administration team, including hiring, training, mentoring, and performance reviews.
Oversee the administration of Defined Contribution Plans, including Nondiscrimination Testing (ADP/ACP, Top-Heavy, Coverage), Contribution calculations, and Forms 5500 preparation.
Coordinate with Actuarial Service providers regarding Paired Plans.
Ensure compliance with DOL, ERISA and IRS Regulations and keep team updated on Regulatory changes.
Oversee the preparation of Plan Sponsor initiated Amendments and IRS-mandated Restatements
Act as a technical resource for internal staff and external clients on complex Plan design and compliance issues.
Maintain strong relationships with Plan Sponsors, Financial Advisors, recordkeepers, and other stakeholders.
Develop and implement process improvements to increase efficiency and accuracy.
Support the onboarding of new Plans and coordinate the transition of existing Plans.
Manage workload distribution and deadlines to ensure timely and quality deliverables.
Collaborate with Executive leadership on business strategy, Plan Sponsor delivery, and growth initiatives.
Monitor key performance indicators (KPIs) and report progress and risks to leadership.
Requirements
Qualifications:
Bachelor's degree in Accounting, Business, or related field (or equivalent experience).
7+ years of experience in Qualified Retirement Plan administration.
3+ years of leadership or management experience in a TPA or similar environment.
Strong knowledge of DOL, ERISA and IRS rules governing Qualified Retirement Plans.
Professional credentials such as QKA, QKC, QPA, CPC, or NIPA equivalent preferred.
Excellent analytical, organizational, and communication skills.
Experience with TPA administration software (e.g. ASC Compliance and Document, Plan Sponsor Connect, FTWilliam) preferred.
High level of attention to detail and ability to manage multiple priorities.
Benefits:
Competitive salary and performance-based bonus
Health, Dental and Vision insurance
401(k) with Employer Matching Contribution
Paid time off and holidays
Opportunities for professional development and Continuing Education
Flexible work environment and remote work options (if applicable)
$66k-82k yearly est. 55d ago
Entry Level Financial Representative
Northwestern Mutual-Greater Madison 4.5
Wisconsin Dells, WI jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the Team at Northwestern Mutual Greater Madison!
We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alexs Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, wed love to meet with you!
Our supportive network office is located: 1600 Aspen Commons, Suite 900 Middleton WI 53562
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Tanner Hahn, Financial Representative
How long with NM? Since August 2020.
Previous experience? Banking and retail.
Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports,
Elijah Holmes, Financial Representative
How long with NM? Less than 1 year.
Previous experience? Pre-college advisor for a college prep program.
Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner.
William Jordan, Financial Advisor
How long with NM? 7 years.
Previous experience? Intern at NM and pizza delivery driver during college.
Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville.
Sandy Botcher, Managing Partner
How long with NM? 24 years.
Previous experience? Junior high teacher and litigation attorney.
Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning.
Michael Ciske, Financial Representative
How long with NM? Started September, 2023.
Previous experience? Army medic for 16+ years and office manager at a dental office.
Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, with training and sponsorship available.
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
$38k-59k yearly est. 5d ago
Investment Consultant
City National Bank 4.9
Madison, WI jobs
*INVESTMENT CONSULTANT - Remote based in TX* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 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
$101.2k-172.4k yearly 60d+ ago
City Experience Manager, San Francisco - Velocity Black (Remote)
Capital One 4.7
Madison, WI jobs
Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age.
What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way.
Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for.
**What You'll do:**
+ You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'.
+ Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community.
+ Growing the community of high performance, HNW members in San Francisco
+ Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs.
+ Owning the Content & Engagement strategy for your city's member cohort.
+ Overseeing the conceiving of and execution of regular member events at inspired locations in your city.
+ You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations.
+ You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations.
+ Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does.
+ You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude.
**Basic Qualifications:** ** **
+ High School Diploma, GED, or Equivalent Certification
+ At least 5 years experience in the hospitality industry in San Francisco, CA
**Preferred Qualifications:**
+ Strong relationship building skills, customer focus and ability to collaborate
+ Strong interest and knowledge of the hospitality market and industry
+ Ability to work quickly and efficiently under pressure
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $115,200 - $131,500 for Manager, Concierge Specialist
Richmond, VA: $115,200 - $131,500 for Manager, Concierge Specialist
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$115.2k-131.5k yearly 43d ago
Specialist, Loan Set-Up, Wholesale, II
Carrington 4.4
Madison, WI jobs
**Come join our amazing team and work Remote !** Responsible for daily input of loan applications submissions from wholesale brokers into internal loan origination system. Perform all duties in accordance with company policies and procedures and all state and federal regulations. The target pay range for this position is $38,000.00 to $50,000.00.
**What you'll do:**
+ Receives loan applications submissions from wholesale brokers either by electronic data file or hard copy file.
+ Enter or verifies information into loan origination system.
+ Reviews new loan documentation to assure accuracy.
+ Submits file to Wholesale Account Manager for processing.
+ Assists departmental support staff when necessary
**What you'll need:**
+ Maintains moderate confidential information concerning loan applicants.
+ Requires some organizational skills and ability to work on several files simultaneously.
+ Requires some communication with internal office staff
+ Moderate coordination for various duties required.
+ Office machines such as computer, copiers, fax machines
+ Sitting for extended time periods.
+ Hearing and vision within normal range.
+ Ability to handle detailed assignments.
+ Ability to organize and prioritize workload and meet deadlines.
+ Moderate computer skills and working knowledge of Microsoft Office products
+ High school diploma or equivalent work experience.
+ Two to four years loan setup experience
**Our Company:**
Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: *************************** .
**What We Offer:**
+ Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
+ Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
+ Customized training programs to help you advance your career.
+ Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
+ Educational Reimbursement.
+ Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.
$38k-50k yearly 20d ago
Business Services Data Analyst (Hybrid) - Cottage Grove, WI
Summit Credit Union Career 4.5
Cottage Grove, WI jobs
What You'll Do
Dive into large datasets and surface insights that fuel strategy, innovation, and compliance.
Build dashboards and reports that help leaders make informed decisions-fast.
Collaborate with product managers, business leaders, and tech teams to solve real-world challenges.
Spot opportunities for automation and efficiency like a pro.
Ensure data integrity and compliance across all your work.
What Success Looks Like
Your reports and dashboards are timely, accurate, and drive smart business moves.
Your analysis powers strategic initiatives like market expansion and product performance.
You help streamline operations and uncover hidden efficiencies.
You build strong relationships by translating complex data into clear, actionable solutions.
You maintain top-tier data quality and compliance standards.
Capability Requirements
Bachelor's degree in Data Science, Finance, Economics, Statistics, or a related field
3 years or more experience in data analysis, preferably within financial services or commercial banking; combination of applicable work experience and education will be considered.
Proficiency in SQL, Excel, and data visualization tools such as Power BI or Tableau.
Experience with statistical analysis tools (e.g., Python, R) is desirable.
Knowledge of banking systems, financial products, and regulatory reporting standards.
Demonstrated ability to communicate complex data clearly to non-technical stakeholders.
Experience working with large datasets and data warehouses preferred.
Understanding of data governance and compliance frameworks within commercial banking.
Why Summit?
We're not your average financial institution. We're member-owned, mission-driven, and deeply committed to making lives better. At Summit, you'll find a culture of collaboration, curiosity, and continuous improvement-plus great benefits and opportunities to grow.
Comprehensive Benefits: Health, dental, vision, disability, and life insurance plans tailored to your needs.
Financial Security: 401(k) with employer match, pension plan, profit-sharing, and HSA support.
Generous Time Off: Competitive PTO, sick leave, and 8.5 paid holidays annually.
Career Growth: Tuition reimbursement, student loan assistance, and leadership development programs.
Award-Winning Culture: Recognized as a Top Workplace with a collaborative, inclusive environment.
Financial Wellness: Free coaching, workshops, and award-winning programs for employees and members.
Required Statement Sections
Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 10 pounds.
Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc).
EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.
$58k-70k yearly est. 60d ago
Vehicle Remarketing Auction Representative
Capital One 4.7
Madison, WI jobs
**This position will manage relationships and inventory at vendor auction locations. The Vehicle Remarketing Auction Representative is responsible for the sale of vehicles at auction. This independent role requires digital representation or physical travel to city of auction site to inspect vehicle inventory prior to sale, ensuring accuracy of condition reports and validating appropriate reconditioning has been completed. Responsibilities include inventory and expense management in conjunction with auction oversight of adherence to Capital One guidelines and policies. Auction representatives are expected to manage relationships with auction management and report sale performance and metrics.**
**The position is 100% remote with weekly travel. Travel may support multiple regions and will be determined by business need.**
**Responsibilities:**
**- Digital representation or travel to various auction locations representing Capital One vehicles sales at auction.**
**- Performance Management of Vendor Locations. Identify operational opportunities, recommend process improvements, and influence partners in order to maximize retention**
**- Maintenance and growth of business relationships within the auction industry.**
**- Rapid response and flexibility in a challenging environment where new variables are constantly**
**emerging.**
**- Audit online vehicle condition reports, announcements, and expenses for accuracy according to Capital One contract and guidelines.**
**- Inventory management, escalations, and issue resolution at vendor locations**
**- Understanding of intermediate mechanical work to review repair estimates: basic codes, cause and effect of repairs, basic knowledge of parts pricing and repair costs. Must be able to look at a vehicle condition report/estimate and identify what needs repaired to meet our program requirements.**
**- Knowledge of repairs that increase retention. Make smart reconditioning decisions to improve vehicle value and maximize recovery.**
**- Ability to identify structural damage and previous repair on vehicles**
**- Weekly reporting of auction performance metrics and identification of trending issues, ability to communicate current market conditions to senior leadership**
**- Ability to make sound decisions within a fast-paced environment**
**- Manage compliance to Capital One policies, state and federal regulations, and NAAA best practices.**
**- Working proficiency of AutoIMS, excel, and the Google suite of products**
**Necessary Skills:**
+ **Professional Interpersonal Communication**
+ **Excellent Time Management**
+ **Able to work independently**
+ **Sound decision making**
+ **Able to manage vendor relationships**
+ **Representation of Capital One at industry events and vendor locations**
+ **Able to Navigate Crucial Conversations**
**Basic Qualifications** **:**
+ **High School Diploma, GED, or equivalent certification**
+ **At least 4 years of experience with vehicle auctions or the vehicle remarketing industry**
**Preferred Qualifications** **:**
+ **At least 2 years of lead or supervisory or management experience in an auto auction or similar Industry**
+ **At least 2 years of lead or supervisory or management experience in Vehicle Remarketing**
**Work from Home Technology Requirements**
+ **Secure home office environment that is free from background noise and distractions**
+ **Reliable private internet connection that is** **not** **supplied via cellular data or hotspot is required**
+ **A private network that is password protected where you have ownership or line of site sight to every device on the network**
+ **Internet service must be provided by Cable or Fiber Internet Service Providers (ISP)**
+ **Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions**
+ **ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred**
+ **To validate ISP speeds from a Chrome browser, go to *************** type Speed Test and run from the Google landing page**
+ **Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met**
**Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology is delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience.**
**Work from Home Location Requirements**
**This role is 100% work from home. We are unable to consider applicants who do not meet the required Capital One Work at Home compatible internet access or who live in the states of California, Hawaii, or US territories. Work from home U.S. based associates are not permitted to work internationally, outside of the continental United States (i.e. Hawaii or U.S. Territories), or California.**
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $93,400 - $106,600 for Principal Extended Ops Assoc.
Richmond, VA: $93,400 - $106,600 for Principal Extended Ops Assoc.
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$27k-34k yearly est. 10d ago
Director, Client Development Affiliate Marketing - Capital One Ad Solutions (Remote)
Capital One 4.7
Madison, WI jobs
Capital One Ad Solutions is looking for a Director to join the Partnerships Team. You'll be responsible for partnering with our top merchants to help them succeed leveraging Capital One Ad Solution's suite of products. In this client-facing role, the team is looking for a sales leader with product, data, sales, and strategic account management experience, to help integrate and create bespoke solutions for our top merchants. You'll act as a key liaison between our clients and internal teams, and be responsible for successfully executing their marketing campaigns from start to finish.
Key Responsibilities Include:
+ Partner with key external stakeholders including C-suite level contacts to help grow and cultivate Capital One Shopping
+ Integrate Capital One Ad Solution's products and services with our merchant partners
+ Leverage data and analytical methodologies to optimize and grow your book of business
+ Teach, support, and train agencies, industry partners, and other stakeholders on Capital One Ad Solutions
+ Work with Product, Revenue Management, and other key stakeholders to help drive our business
+ Technical skills (utilizing analytic platforms, APIs, and proprietary tools) are a plus
+ Building a pipeline of enterprise accounts, and owning a broad portfolio of enterprise relationships; proven ability to influence and build consensus across multiple teams
+ Demonstrated success leveraging data, analytical and communication skills
+ Create and deliver executive level decks & materials
+ Travel onsite for merchant visits and/or industry conferences
An ideal candidate will possess:
+ Strong strategic, analytical, and data-analysis skills
+ Demonstrated experience and results in strategic client facing (in-person, phone, email) interactions
+ Excellent communication skills, both written and verbal
+ Experience in identifying, creating, and building strategies to achieve organizational objectives
+ Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to create customized solutions for partners
+ Experience partnering on and creating product roadmaps
+ A strong deference to team culture, collaboration, and open communication
+ Demonstrable expertise in developing and executing successful retail partnership programs, joint marketing initiatives, and co-op advertising campaigns
+ Collaborate across our client team and within the commerce & retail media organization to solve, innovate, build skills and develop thought leadership and best practices
Basic Qualifications:
+ At least 12 years of experience in a strategic client facing sales or account management roles
+ At least 8 years of experience reviewing or analyzing data
Preferred Qualifications:
+ Bachelor's Degreee
+ 10+ years of affiliate, enterprise sales or performance marketing experience
+ 8+ years of leading high functioning Sales teams
+ Proven track record of managing, selling, and developing relationships with Strategic Merchants
+ Experience managing technical sales and integrations
+ Demonstrated success selling and managing merchants on sophisticated ad platforms
+ Strong data, analytical and communication skills
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $181,800 - $207,500 for Director, Capital One Ad Solutions
Richmond, VA: $181,800 - $207,500 for Director, Capital One Ad Solutions
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$181.8k-207.5k yearly 27d ago
Business Specialist with Pharma Background
Northwestern Mutual-Greater Madison 4.5
Wisconsin Dells, WI jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Pharma/Medical Expertise into Financial Services!
Build Direct Client Relationships: Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman.
Make a Meaningful Impact: Use your expertise to help individuals navigate critical life stageswhether its planning for college, retirement, or medical expenseswhile positively impacting their lives.
Unlimited Growth Potential: With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career.
A Rewarding Career Path: Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Tanner Hahn - Financial Representative
How long with NM? Since August 2020.
Previous experience? Banking and retail.
Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports,
Elijah Holmes - Financial Representative
How long with NM? Less than 1 year.
Previous experience? Pre-college advisor for a college prep program.
Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner.
William Jordan - Financial Advisor
How long with NM? 7 years.
Previous experience? Intern at NM and pizza delivery driver during college.
Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville.
Sandy Botcher - Managing Partner
How long with NM? 24 years.
Previous experience? Junior high teacher and litigation attorney.
Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning.
Michael Ciske - Financial Representative
How long with NM? Started September, 2023.
Previous experience? Army medic for 16+ years and office manager at a dental office.
Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games.
Position Perks:
Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition
Key Responsibilities of a Financial Advisor:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Experience: Previous experience in financial services or insurance is not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
About Us: At Northwestern Mutual of Greater Madison, we are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alexs Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, wed love to meet with you!
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$55k-77k yearly est. 27d ago
Private Business Strategist
PNC Financial Services Group, Inc. 4.4
Milwaukee, WI jobs
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Private Business Strategist within PNC's Private Bank organization, you will be based in Chicago or Milwaukee.
The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Participates in consultations with clients and prospects on PNC's ability to assist them across the full range of succession planning solutions. Partners internally with the Asset Management Group and C&IB. Engages in strategic discussions with clients and/or prospects to maintain and/or strengthen our relationships and to provide industry insights that are beneficial to both the individual and the company.
* Assesses the scope and resources required for various modular tax, estate and financial plans and manages the resources for efficiency. Identifies, researches, and evaluates the market. Regularly engages with relationship managers, Corporate Banking leadership team, and the transactional teams to ensure open and continued communication regarding the alignment of strategic alternatives offered by PNC.
* Conducts and reviews research as appropriate, and develops tax, estate and financial analyses and plans. Makes generally accepted recommendations to team and may make recommendations to clients. May provide direction to wealth strategists and associates.
* Retains and grows assets under management by working with clients, prospective clients, and Centers of Influence and by providing advice and implementation.
* Identifies solutions and PNC services as sales opportunities to enhance existing client relationships.
* Develops new client relationships through networking, prospecting and referrals.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Competencies
Client Relationship Management, Customer Experience Management, Decision Making and Critical Thinking, Financial Services Industry, Networking, Sales Scoping and Qualification, Value Selling
Work Experience
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $96,000.00 - $269,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 10/20/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
This internship opportunity is intended for first-generation students only.
Due to work requirements, candidates must be located within 30 miles of Milwaukee or Chicago.
We invite you to view the opportunity below.
The Corporate Banking Intern Program is a 12-week introduction to key disciplines within Corporate Banking, including Loan Syndications, Private Equity, Asset-Based Lending, Equipment Finance, Treasury Management Services, Foreign Exchange, and Interest Rate Derivatives. During the program, interns will follow a structured sequence of tasks to learn the fundamentals of commercial lending activities, with the goal of contributing to daily client deliverables within the respective lines of business.
The Corporate Banking Intern program is a 12-week rotational introduction to the key disciplines within the rotations of Corporate Banking, Loan Syndications, Private Equity, Asset Based Lending, Equipment Finance, Treasury Management Services, Foreign Exchange , and Interest Rate Derivatives (exact timing and sequencing may vary), the intern will go through a structured sequence of tasks to learn the fundamentals of the discipline with the goal of contributing to daily client deliverables for the respective lines of business.
Job Accountabilities
Learn and understand Associated Bank's credit approach and underwriting process.
Spread and analyze financial data
Work on quarterly monitoring memos (spreads, cash flow templates, brief financial statements summary memo) with guidance from Portfolio Managers.
Learn and understand Associated Bank's lending cycle and wide range of banking products.
Expand knowledge and expertise through ongoing specialized training.
Under guidance, support the successful execution of assigned initiatives, through project planning, coordination of partnerships, project management against defined key milestones, communications between all stakeholders.
Complete required program training and assignments, within prescribed timeframes, mastering assessments, and meeting minimum performance and production standards.
Education
Associate's or Bachelor's Degree Student in freshman, sophomore, junior, or senior year standing Required
Business, Accounting, Finance, Economics Majors Required
At least two accounting classes are preferred
Experience
Less than 2 years Entry Level Preferred
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.00 - $26.71 per hour
$17-26.7 hourly Auto-Apply 28d ago
Loan Processor - Hybrid!
First Business Bank 4.2
Madison, WI jobs
at First Business Bank
Join the growing team at First Business Bank as a
Loan Processor - Hybrid!
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
This position has a Hybrid Work Model: 3 days per week at our Madison, WI location.
CORE OBJECTIVES
Customer Service
Timely and professional response to emails and telephone calls to the loan department.
Loan Activities
Post loan payments and advances on loans
Perform address changes and risk rating changes
Loan reports
Credit Verifications
Follow up on items in monthly tickler reports
Prepare loan payoff statements
Timely and professional response to emails and telephone calls to the loan department
Loan Documentation
Determine loan request has appropriate approval as required by loan policy. Prepare loan documents as requested for loan officers, as assigned. Review loan documents for accuracy and completeness prior to and post closing, in accordance with applicable legal requirements and the bank's loan policy.
Book Loans
Set up and book loans to the loan system according to bank guidelines accurately and in a timely manner. Prepare FTM transactions, wire funds and request cashier's checks in order to distribute funds as requested by the loan officer.
Loan Filing
Create or add to existing loan file and forward documents to other Review Representatives for editing and final review. Mail necessary documents for recording at the appropriate filing office (ROD, DFI, etc.) in a timely manner. Identify ticklers for Credit Quest tracking - tracking missing or unrecorded documents and loan policy and documentation exceptions. Follow up and resolve any incomplete or incorrect items identified by edit in a timely manner.
QUALIFICATIONS:
Banking experience in loan processing preferred
Ability to work independently and use independent judgment with minimal supervision
Demonstrated success with written communication, and ability to assess and analyze information, formulate conclusions and recommendations, and prepare well-written reports that will be reviewed and presented
Strong desire to be curious and inquisitive, and self-confidence to ask questions
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].