VyStar Credit Union jobs

- 99 jobs

Branch Vice President I
Vystar Credit Union 4.5
Vystar Credit Union job in Florida or remote
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. * SELECTION PROCESS: As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months. JOB SUMMARY The Branch Vice President responsibilities are to coach, develop and lead all branch employees to obtain individual, branch and organizational growth goals while delivering unbelievable member service experiences and maintaining operational excellence. This key position is accountable to create, implement, and maintain branch strategies aligned with VyStar's objectives in a fast-paced environment. They also develop and implement tactical plans and establish objectives for the branch which are documented in the annual business plan. The Branch Vice President must maintain a high level of participation within VyStar Leadership Team and promote, reinforce, and support decisions of the credit union and management. The leader must also establish strong member and partner relationships and engage in community volunteer and leadership opportunities. The overall results and success of the branch team are the direct responsibility of the Branch Vice President. ESSENTIAL JOB FUNCTIONS: Ensure day-to-day branch operations, choreography, and implementation result in unbelievable service experiences for members and achieve or exceed organizational strategic goals and profitability requirements. Train, encourage, enable, and coach employees to embrace VyStar's Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments to successfully establish, maintain, and grow strong member relationships. Model all VyStar Excellence behaviors while performing job duties. Develop staff for succession planning within the branch network and other lines of business. Work closely with Human Resources and Training to ensure the recruiting and training curriculum are appropriate, timely, and a positive experience for VyStar employees. Partner with internal departments that are dependent upon referrals for success. Establish and validate performance objectives for the branches consistent with VyStar Excellence and branch scorecards. Reinforce appropriate employee activities and behaviors to achieve personal, branch, and organizational objectives creating consistent expectations and course-correcting when necessary. Support the ABM in providing ongoing coaching for direct reports including side-by-side evaluations, Member Assist Call assessments, monthly performance reviews, and career progression discussions. Provide ongoing coaching for ABM including coach-the-coach evaluations, monthly performance reviews, and career progression discussions. Conduct daily team huddles and weekly sales meetings which include training on products and services and skill practice to increase knowledge and comfort level with making recommendations to members. Prepare or assist with the preparation and administering of performance appraisals for all levels of Branch Management and indirect reports. Support and participate in all Credit Union initiatives and campaigns. Analyze data to determine and implement staffing changes and modifications as needed. Ensure compliance with regulations, policies, and procedures and perform audits. Adhere to solid risk management guidelines in a highly regulated environment. At applicable locations, collaborate with Branch Operations Analysts to ensure compliance. Exhibit a high degree of integrity, trustworthiness, and professionalism at all times. Work from home during branch closures, such as during disaster recovery events. Actively lead by example through community service supporting the VyStar brand. Create and maintain an inclusive and professional environment where all team members are respected, and diversity is valued. As applicable, support a high school branch and Collegiate employees, including mentoring, training, and development of the student interns, and ensuring sound branch operations and compliance with rules and regulations. Resolve member concerns independently and escalate more complex concerns as appropriate. Provide counseling to members and employees on all financial matters and make appropriate recommendations. Performs other duties as assigned. All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance. EDUCATION High School Diploma/GED is required. Either an Associate's/Bachelor's degree preferred. EXPERIENCE 4 + years in a customer service, sales, community service, military service, or leadership role is required. 3 + years' experience in lead role within financial institution is required. KNOWLEDGE, SKILLS & ABILITIES A congenial attitude, excellent written and verbal communication skills, problem solving skills and the ability to relate well with others are required. Must possess strong teaching and mentoring skills and a commitment to quality service. Must be able to work in a fast paced, changing environment and have a strong desire to assist members in meeting their financial needs. May stand throughout entire shift in order to assist members or other staff. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 50 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects. ADDITIONAL JOB DESCRIPTION Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job. Focus Focus your full attention by carefully listening to and observing your client or member. Connect Consistently be friendly and approachable. Demonstrate you care. Understand Listen empathetically and ask questions. (70%/30%) Counsel Recommend solutions based on your client's or member's needs and objectives. Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action. VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union. No placement fee will be paid if a candidate is hired as a result of the referral, or through other means. Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members. Thank you again for your interest in this position! VyStar Credit Union Human Resources
$69k-83k yearly est. Auto-Apply 21d ago
Call Center Representative
Affinity Federal Credit Union, LLC 4.2
Remote or Ridgefield, NJ job
In order to continually provide our members with the highest level of service, Affinity FCU is seeking results oriented and service focused individuals to join our digital contact center team. Selected candidates MUST be able to work the following shifts: M-F 8am-4:30pm, 9am-5:30pm, 9:30am-6pm or 10:30am - 7pm with Saturday availability required at least twice per month: 9am-1pm and 1-5pm shifts. 100% remote candidates who meet the requirements are eligible to apply and will be considered. The starting salary range for a new hire in this role is $48k to $50k. The wage/salary offered to a successful candidate will be dependent on several qualifying factors, including but not limited to: years of relevant experience, years of industry experience, education, etc. Call Center specialists provide our credit union members with knowledgeable, prompt, accurate and courteous service, while also showing empathy and genuine care for their financial well-being. Responsibilities include communicating with members via digital channels to discuss their individual financial needs, effectively handle inbound calls, seek solutions to problems, identify needs based sales opportunities, and develop long term financial relationships with our members. Requirements: * Minimum of two years of experience in a customer service capacity, high volume call center experience strongly preferred. * Prior banking experience is preferred. * Prior CRM experience is preferred, but not required. * Qualified candidates must possess excellent communication, interpersonal organizational and problem solving skills. Must be positive, patient and customer focused at all times. The ability to multi-task is essential in this role. * Bilingual, Spanish-speaking helpful, but not required. Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical/ dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. Affinity employees are also eligible for discounts on products and services and earn paid time off for volunteering. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Affinity Federal Credit Union is an Equal Opportunity Employer Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability, or sexual orientation. Explore career opportunities with Affinity and belong to something better. Please scroll down and read the Applicant Statement in its entirety. Applicant Statement I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered. I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless. I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check. I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check. I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union. I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment. If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense. I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing. I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations. I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate. I understand that this application is not a contract of employment. If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company's established hiring practices. By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement. Keywords: Call center, banking, customer service, member service, contact center.
$48k-50k yearly 60d+ ago
Complex Claims Specialist - Workers' Compensation (Central)
Berkshire Hathaway Direct Insurance Company 4.8
Remote job
Berkshire Hathaway Direct Insurance Company (BHDIC) is the home of commercial small business insurance products bi Berk Business Insurance and THREE by Berkshire Hathaway. Our Claims Department is looking for an experienced claims specialist with a strong background in complex Workers' Compensation claims. This role handles a caseload of highly complex/high-severity Workers' Compensation claims and requires a comprehensive knowledge of Workers' compensation regulations, laws, and best practices. This role will report to the Workers' Compensation Complex Claims Team Lead. Multi-state experience handling Workers' Compensation claims in the following jurisdictions is preferred: Michigan, Indiana, Kentucky, Tennessee, Alabama, Mississippi, Florida, Georgia, Louisiana, Arkansas, Illinois, Missouri, Kansas, Nebraska, South Dakota, Minnesota, Wisconsin. Location: This is a full-time remote position. This position may require occasional travel to attend mediations, trainings, and/or other related department meetings. Job Responsibilities The Complex Claims Specialist will be responsible for, but not limited to: Investigate coverage, determine compensability, and manage a pending of high exposure Workers' Compensation claims involving catastophic injuries and complex cases Proactively establish and update reserves throughout the life of the claim to reflect claim exposure and document supporting rationale Resolve claims within authority and make independent case value recommendations to senior leadership on cases which exceed authority Participate in reserving, pricing and strategy discussions with senior leadership Collaborate with outside defense counsel to effectively manage litigated files according to established litigation management guidelines Partner with medical providers, customers, and injured workers to facilitate appropriate medical treatment and ensure timely submission of medical bills Ensure compliance with state and federal Workers' Compensation regulations Provide exceptional customer service to policyholders, agents, injured workers, medical providers, legal, and vendors Follow escalation and reporting requirements on claims with significant exposure Develop creative resolution strategies to manage losses involving complex issues, effectively utilizing appropriate internal and external resources Document claim files in accordance with company and regulatory guidelines Identify subrogation potential and red flags that require SIU involvement Train new team members Act as a technical resource to less experienced claims representatives Maintain continuing education requirements Qualifications Knowledge and Experience: Active adjuster license required bilingual candidates strongly preferred (Spanish/English) 10+ years of experience handling complex workers' compensation claims Excellent organizational, leadership, communication and time management skills Experience with structured settlements and Medicare Set-Asides Ability to work in a fast-paced, collaborative, virtual office environment Strong analytical, organizational, and time management skills Excellent written and verbal communication skills Ability to work independently and meet assigned deadlines Strong negotiation skills Ability to multi-task and effectively prioritize tasks with frequent interruptions Proficiency with MS Word, Excel and internet applications Highly attentive to details Able to work under pressure and execute good judgment in sensitive situations Advanced verbal and written communication skills are essential for interacting with internal and external stakeholders Education: BA/BS degree required AIC, SCLA, CPCU or other industry designation a plus About Us bi Berk is where commercial insurance buyers can obtain coverage for their businesses from insurers of the Berkshire Hathaway group of Insurance Companies, one of the best capitalized insurance groups in the world. Our ultimate parent, Berkshire Hathaway Inc. (berkshirehathaway.com) is a holding company with diversified interests in a host of industries, including insurance, energy, transportation and manufacturing. Most policies issued through bi Berk.com will be underwritten by Berkshire Hathaway Direct Insurance Company ("BHDIC"), which is an AM Best rated A++ insurer. BHDIC is domiciled in Omaha, Nebraska. BHDIC and the team at bi Berk are focused on helping small business owners quickly and easily buy affordable insurance directly from a financially strong insurance company they can trust. Some highlights of our benefits are: Great work environment with growth opportunity Subsidized downtown parking (for in-office positions) Competitive compensation Generous amounts of vacation and sick time Closed on major holidays 401(k) with company match A fantastic healthcare package Tuition reimbursement after 6 months of employment Service recognition after 5 years of employment In accordance with pay transparency laws and regulations, the following good faith compensation range estimate is being provided. The salary range for this position is $100,000 - $125,000 per year. Final compensation will be based on candidate qualifications, geographic location, and other considerations permitted by law.
$33k-41k yearly est. Auto-Apply 60d+ ago
Utilization Review Assistant (Workers Compensation)
Berkshire Hathaway 4.8
Remote or Omaha, NE job
WHAT WE'RE LOOKING FORThe Utilization Review Assistant ensures the timely and accurate collection of data and documents necessary for the utilization review process as well as independent medical review. ONSITE REQUIREMENT (NON-NEGOTIABLE) This is a hybrid opportunity, requiring initial onsite training and, upon successful completion of same, a minimum requirement of three days per work week in our Omaha, NE office. ESSENTIAL RESPONSIBILITIES triage and manage intake coordination of requests for authorization and independent medical review requests. Examine requests for legibility and take appropriate action to ensure accuracy of data entry and documentation. Correctly identify medical documents and index to claim files as instructed. Efficiently organize, prepare, image and download medical reports and claim letters while maintaining data integrity. Accurately enter data timely to track independent medical requests and final determinations. Proactively communicate any problems or issues that may adversely impact a client or the company timely to manager. Ensure work is performed in accordance to Company standards, training, and supervisory direction to ensure compliance with corporate and regulatory standards. Provide general office or administrative support throughout department. Foster a positive and close working relationship with other Company staff, including Medical Management, Special Investigations, Legal, Nurse Case Management, Customer Care, Client Services, Marketing, and Underwriting. REQUIRED QUALIFICTIONS EDUCATION: High School diploma required. Associate's degree from an accredited college or technical school highly preferred. EXPERIENCE: Minimum of six months of relevant experience highly preferred. An equivalent combination of education and experience will be considered. LANGUAGE ABILITY: Able to read and interpret documents such as safety rules, operating and maintenance instructions, procedural manuals, claim notes, and claim data fields. Able to write routine reports and correspondence. MATH ABILITY: Able to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Able to compute rate, ratio, and percent. REASONING ABILITY: Able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Able to deal with problems involving several concrete variables in standardized situations. COMPUTER SKILLS: Proficient in Microsoft Office Suite applications ( Word, Excel, PowerPoint). Able to quickly master proprietary and vended software applications. WHAT WE OFFER Work From Home Program (up to 2 days per week upon eligibility) Free On-Site Fitness Facility Garage Parking provided Paid Time Off Paid Holidays Retirements Savings with Immediate Vesting and Company Match Group Health Insurance (Medical, Dental, and Vision) Hospital Indemnity Insurance Life and AD&D Insurance Long Term Disability Insurance Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
$29k-33k yearly est. Auto-Apply 2d ago
Software Engineer 2
Berkshire Hathaway 4.8
Remote or Sacramento, CA job
Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an opening for a Software Engineer 2. This individual will need extensive technical expertise to join our dynamic development team. Responsibilities include designing, developing, and maintaining software solutions in a hybrid development environment, encompassing on-premises, cloud, and hybrid infrastructures. The ideal candidate should have strong experience with C#, .NET, and React, along with a deep understanding of modern development practices across various environments. Must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status. ESSENTIAL RESPONSIBILITIES Design, develop, and maintain software solutions using C#, .NET, and React in on-premise, cloud, and hybrid environments. Collaborate with product managers, architects, and other developers to gather and translate business requirements into technical specifications. Contribute to the architectural design of systems, ensuring scalability, performance, security, and maintainability. Build APIs, microservices, and front-end components for web applications, ensuring seamless integration between front-end and back-end services. Work with cloud services and platforms (e.g., Azure, AWS) to design and deploy solutions in hybrid and cloud-native environments. Implement best practices for DevOps and CI/CD pipelines, ensuring smooth and automated deployments across environments. Troubleshoot and resolve issues related to application performance, security, and availability across different environments. Participate in code reviews, providing constructive feedback to peers and ensuring high code quality and adherence to coding standards. Stay up to date with new technology trends and frameworks, particularly in cloud and hybrid development, and incorporate them into development practices. ON PREMISES, HYBRID, AND CLOUD ENVIRONMENTS Work with business applications across various environments, including on-premises, hybrid, and cloud systems. Work with the infrastructure and cloud teams to ensure that application environments are stable, secure, and meet business performance expectations. Support the transition of applications from on-premises environments to cloud or hybrid architectures, working closely with senior IT leadership on cloud migration strategies. Ensure proper governance and performance monitoring for applications in all environments, proactively identifying areas for optimization. RISK AND COMPLIANCE Ensure that all business applications comply with industry regulations and internal security standards, including SOX, PCI-DSS, and other financial sector regulations. Work with the cybersecurity team to ensure applications are secured against potential threats and vulnerabilities. Develop and implement procedures for regular audits, risk assessments, and disaster recovery plans for critical applications. Ensure that QA processes adhere to relevant industry standards and regulatory requirements (e.g., ISO, GDPR, HIPAA). Develop and maintain test documentation, including test plans, test cases, test scripts, and test data management. Implement processes to ensure traceability of test cases to requirements and automated defect tracking/reporting. REQUIRED QUALIFICATIONS EDUCATION: Bachelor's degree in Computer Science, Software Engineering, or related discipline required. CERTIFICATIONS: Relevant technologies such as Microsoft Certified: Azure Developer Associate or AWS Certified Developer highly preferred. EXPERIENCE A minimum of 5 years of proven experience as a Software Engineer with strong hands-on skills in C# and .NET required. Experience with React or other modern JavaScript frameworks for front-end development required. Solid experience with cloud platforms such as Microsoft Azure, AWS, or Google Cloud required. Experience with DevOps practices, including CI/CD pipelines, containerization (e.g., Docker, Kubernetes), and automated deployments required. Experience with version control systems (e.g., Git) and agile development methodologies (e.g., Scrum, Kanban) required. Experience with hybrid cloud strategies and solutions preferred. Experience working in multi-disciplinary teams and collaborating with architects, business analysts, and stakeholders preferred. TECHNICAL SKILLS Proficiency in building and maintaining systems in on-premises, hybrid, and cloud environments required. Familiarity with microservices architecture and building scalable APIs and distributed systems required. Strong knowledge of software design patterns, algorithms, and data structures required. Excellent problem-solving skills, with the ability to troubleshoot and debug complex technical issues, required. Familiarity with Azure DevOps and other DevOps tools for CI/CD and automation preferred. Knowledge of relational and non-relational databases (e.g., SQL Server, MongoDB) preferred. WHAT WE OFFER Work-Life Balance Work From Home Program (up to 2 days per week upon eligibility) Modernized Historical Setting in East Sacramento Free Lot Parking BENEFITS Paid Time Off Paid Holidays Retirements Savings Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
$109k-137k yearly est. Auto-Apply 60d+ ago
Workers Compensation Defense Attorney (Senior House Counsel)
Berkshire Hathaway 4.8
Remote or Sacramento, CA job
Berkshire Hathaway Homestate Companies is seeking an experienced workers' compensation defense attorney to join its in-house legal department. The ideal candidate will have a solid understanding of California workers' compensation law, excellent communication, negotiation, deposition and litigation skills, and recent trial experience. REQUIRED QUALIFICATIONS Law degree (JD or LLM) from an accredited law school. Active California State Bar membership. A minimum of 15 years of experience defending workers' compensation cases. WHAT WE OFFER Manageable Caseloads No Billable Hours Requirement Work-Life Balance On-site Collaboration with Adjusting Staff; Opportunities to Train and Provide One-on-One Consultations Modernized Historical Setting in East Sacramento Free Lot Parking BENEFITS Paid Time Off Paid Holidays Retirements Savings Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity. DISCLAIMERS This job posting is not intended as an exhaustive listing of responsibilities and qualifications. A copy of the job description is available upon request. The Work from Home Program is subject to certain eligibility requirements. The salary range is an estimate. The actual salary may be above or below the range depending on experience, skill, and education.
$115k-149k yearly est. Auto-Apply 60d+ ago
Supervisor of Business Applications
Berkshire Hathaway 4.8
Remote or Walnut Creek, CA job
Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate need for a Supervisor in our IT Business Applications team to oversee a team of application analysts and specialists, ensuring business applications are running efficiently and effectively to meet organizational goals. This individual will focus on application management, process improvement, and collaboration with various business units to support and enhance business systems. KEY RESPONSIBILITIES Supervises the day-to-day operations of the Business Applications team, providing guidance and support to ensure efficient and reliable performance of applications Oversees the configuration, implementation, and support of business applications, ensuring they align with organizational needs and objectives. Manages incident response and troubleshooting for application issues, working with internal teams and vendors as necessary to resolve problems. Ensures proper documentation of business processes, system configurations, and changes to applications. Works closely with IT leadership to develop and execute strategies for application development, support, and optimization. Maintains relations with third-party vendors and manages contracts related to business applications. Leads efforts to improve application performance, security, and compliance with organizational policies and industry standards. Provides mentorship and guidance to application analysts, fostering skill development and career growth within the team. Stays current with emerging trends, technologies, and best practices related to business applications and makes recommendations for their implementation. APPLICATION DEVELOPMENT & SUPPORT Supervises the development, enhancement, and maintenance of business-critical applications supporting financial operations such as Accounting, Risk Management, and Treasury. Ensures applications are performing optimally and addresses any performance issues, bugs, or enhancement requests in a timely manner. Collaborates with business stakeholders to understand requirements and translates them into technical specifications for new applications or enhancements to existing ones. Coordinates application upgrades, migrations, and system integrations, to enhance performance, ensuring minimal disruption to business operations. STAKEHOLDER MANAGEMENT & COLLABORATION Acts as a key liaison between business users, IT teams, and external vendors to ensure that applications meet the needs of the organization and align with business goals. Facilitates communication between technical teams and business stakeholders, ensuring clear understanding of project timelines, deliverables, and expectations. Works closely with other IT managers and teams to ensure successful integration of business applications with other enterprise systems. CONTINUOUS IMPROVEMENT AND INNOVATION Supports initiatives to continuously improve and optimize the performance, functionality, and reliability of business applications. Evaluates new technologies, tools, and practices that can enhance the efficiency and effectiveness of the Business Applications team. Stays updated on industry trends, software advancements, and best practices in application management and cloud technologies. ON-PREMISES, HYBRID, AND CLOUD ENVIRONMENTS Supervises business applications across various environments, including on-premises, hybrid, and cloud systems. Works with the infrastructure and cloud teams to ensure that application environments are stable, secure, and meet business performance expectations. Supports the transition of applications from on-premises environments to cloud or hybrid architectures, working closely with senior IT leadership on cloud migration strategies. Ensures proper governance and performance monitoring for applications in all environments, proactively identifying areas for optimization. RISK & COMPLIANCE Ensures that all business applications comply with industry regulations and internal security standards, including SOX, PCI-DSS, and other financial sector regulations. Works with the Cybersecurity Team to ensure applications are secured against potential threats and vulnerabilities. Develops and implements procedures for regular audits, risk assessments, and disaster recovery plans for critical applications. REQUIRED QUALIFICATIONS EDUCATION: Bachelor's degree in Information Technology, Computer Science, or related field required. EXPERIENCE: A minimum of five (5) years of prior experience in the implementation, configuration, and support of business applications with the ability to troubleshoot and resolve application issues. Prior experience in managing or supervising teams responsible for application development or related area within IT a plus. Prior experience in the financial services industry and with DevOps tools/practices high preferred. CERTIFICATIONS: Certifications in cloud platforms (AWS, Azure) and/or Project Management (PMP, Agile) highly preferred. DESIRED TECHNICAL KNOWLEDGE/SKILLS Strong technical understanding of business applications, ERP systems, CRM platforms, or other enterprise-level solutions. Familiarity with application integration, data management, and workflow automation. Excellent communication skills, with the ability to work closely with both technical teams and business stakeholders to gather requirements and implement solutions. Strong organizations skills with the ability to manage multiple tasks and projects simultaneously. Knowledge of regulatory compliance requirements such as SOX and PCI-DSS. WHAT WE OFFER Work-Life Balance Work From Home Program (up to 2 days per week upon eligibility) Modern Office Setting Free On-Site Fitness Facility Free downtown shuttle route Two-minute walk from Walnut Creek BART Station Three-minute car ride from CA-24 and I-680 Free On-Site Garage Parking BENEFITS Paid Time Off Paid Holidays Retirements Savings Match Group Health Insurance (Medical, Dental, and Vision) Life and AD&D Insurance Long Term Disability Insurance Accident and Critical Illness Insurance Flexible Savings Accounts Paid Community Volunteer Day Employee Assistance Program Tuition Reimbursement Program Employee Referral Program Diversity, Equity and Inclusion Program
$92k-115k yearly est. Auto-Apply 60d+ ago
Enterprise Client Relationship Executive
Healthequity, Inc. 4.3
Remote job
Our Mission Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable. Are you a motivated, customer-focused sales professional looking to take your career to the next level? While we may not have an open Enterprise Client Relationship Executive role right now, we're always looking to connect with top talent for future growth. We invite you to express your interest in HealthEquity, a fast-growing company where your drive, communication skills, and passion for solving customer problems can thrive! Why Join Our Talent Pipeline? * Be the first to know when a new Enterprise Client Relationship Executive role opens. * Get a head start on our hiring process. * Stay connected with our team and receive updates about our company and culture. The Enterprise Client Relationship Executive is responsible for leveraging strategic consulting and sales skills to manage and grow HealthEquity's existing Enterprise Accounts, act as the client's advocate, increase client and member satisfaction, identify client needs and align those needs with HealthEquity administrative services, and serve as the strategic point of contact for these select national clients. Success in the Enterprise Client Relationship Executive position will be measured by client retention, growth, and personal development. Enterprise Client Relationship Executives are expected to fully understand each client's business and benefits framework strategy, Consumer Directed Healthcare (CDH) and strategic initiatives. To develop this comprehensive knowledge about your clients, it is expected to have frequent client interactions at various levels of the client's organization including senior leadership and the C-suite, as well as with the consultants and brokers and health plan partner account teams. What you'll be doing * Expand the number of accounts (Health Savings, and Reimbursement, Commuter, COBRA, Direct Bill and Lifestyle Accounts) and custodial assets for existing clients * Establish and maintain strong relationships with your clients and their consultant/broker and other vendor partners. * Engage in consultative strategic activities with our clients such as overall corporate and benefits strategies benefit plan review, CDH account adoption best practices and financial health. * Plan and execute regular client meetings to deliver program results. * Develop and monitor client financial performance including renewal planning, negotiation and profitability levels. * Serve as the client's internal advocate. Ensure HealthEquity is delivering the service, support, and overall solution per the agreed upon terms. * Demonstrate marketing and technical expertise through the client's broker and consultant meetings. * Preparation for and participation in new business meetings and on-site visits (culture training, audits, etc.). * Provide feedback to other HealthEquity business teams on market trends as represented by our clients. * Ability to assess the approach, resources, and contacts needed to complete RFPs', including renewals. * Maintain a high level of healthcare industry knowledge as well as knowledge of your clients' industry. What you will need to be successful * Bachelor's degree preferred * 5+ years of working with senior-level executives for client relationship management and consultation within the Insurance or Finance industry in the Enterprise Accounts space * 3+ years of strategic and consultative selling experience within the Insurance or Finance industry * Ability to work as part of a team and individually * Expert relationship management skills including negotiation, collaboration, and listening skills * Familiarity with Health insurance industry and all types of health accounts * MS Office and Salesforce, preferred * Presentation skills including messaging and positioning information to meet and influence client needs * Problem solving * Strong working knowledge of client benefits framework and plan design Travel Requirements: 20-30% of the time How to Join Our Talent Network: Submit your application, resume, and a brief note about why you're interested in future sales opportunities at HealthEquity. When the right role opens up, we will reach out! Please keep in mind, we may not have an open opportunity right now; so a response is not guaranteed but submitting your application get's you in our pipeline for future requisitions. #LI-Remote This is a remote position. Salary Range $79500.00 To $103000.00 / year Benefits & Perks The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position is also eligible for additional annual sales incentive commissions, and details regarding these additional sales incentive commissions will be provided after hire. This position will further be eligible for a full range of benefits including: * Medical, dental, and vision * HSA contribution and match * Dependent care FSA match * Uncapped paid time off * Paid parental leave * 401(k) match * Personal and healthcare financial literacy programs * Ongoing education & tuition assistance * Gym and fitness reimbursement * Wellness program incentives Why work with HealthEquity HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more. You belong at HealthEquity! HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity - you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity's applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page. HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot's AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot. At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together. As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity. HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.
$79.5k-103k yearly Auto-Apply 27d ago
Marketing Specialist
GTE Financial 3.6
Remote or Tampa, FL job
Come join our GTE Financial team! We are looking for a highly organized, creative, writer/editor to join as a Marketing Specialist. The Marketing Specialist is responsible for establishing positioning, identifying target audiences and developing marketing and communication plans tied to organizational goals in support of diverse business lines. This individual must be proficient in planning, managing, and crafting compelling content for a multitude of marketing channels and assets including digital, outdoor, print, video and broadcast. This role will proactively research and recommend marketing initiatives that capitalize on market opportunities, factoring in competitive activity. The Specialist will regularly work with leadership, credit union business units as well as third-party vendors to ensure accuracy, timely delivery, relevance and effectiveness. What does GTE look for in a Marketing Specialist? Marketing Design: This is a robust role that will require a highly-organized and flexible leader that is proficient at crafting compliant and compelling messaging for enterprise marketing and communications across a myriad of business lines, products and services - must be open and positive to changes, edits and on-the-fly and re-prioritization. Must also functionally apply regulatory and compliance mandatories within all deliverables. This individual will need to become a subject matter expert, so they can properly articulate and “sell” marketing and content based on the specific target audience, channel and objective. Will directly manage (write, edit and proof autonomously with minimal review) communications and projects, working regularly with team members, leadership, department experts, media contacts and third parties to optimize delivery, content, and experience. Must be adept at listening, learning and negotiation to ensure quality output and timely delivery. Develop and disseminate highly compelling marketing and content for identified target markets and constituents, across formats: traditional, video and digital. This includes planning and coordinating shoots, storyboarding and script writing, as well as leading onsite direction and production when applicable. Support the development and creation of campaigns, promotions, events and workshops, ensuring organizational readiness, as well as goal setting and evaluation in an ongoing effort to proactively optimize results and to meet enterprise goals. To develop and manage digital deliverables, collaborating with business lines on content creation in addition to maintaining web and digital assets through utilization of a content management system and/or vendor. Gather members and market insights to inform marketing and communication strategies, increase conversions and generate more qualified leads, capitalizing on market opportunities, while also factoring in competitive activity. Working with leadership and project teams, Support the execution and implementation of new products and product enhancements. Operational Support: To support the management and maintenance of a large inventory of continually updated communication assets, including collateral, flyers as well as manual and automated letters/communications, ensuring content is regularly audited, stays up- to-date, conveys the desired branding and tone, and includes the necessary compliance and regulatory language. Utilize project management best practices and methodologies, responsible for owning projects from start to finish including defining scope, planning and concepting through execution. Understand key business metrics and organizational goals from a strategic and tactical perspective. Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act. Manage social media monitoring and reputation management, with regular off-hours support required to ensure timely responses, address emerging issues, and maintain a positive brand presence across digital platforms. Required Experience: Bi-lingual (Spanish) a plus. Ability to research and compile information for the purpose of recommending marketing and communication opportunities. Excellent interpersonal and presentation skills to effectively communicate with Executive Management Team, management, staff, and outside contacts. Excellent writer able to develop effective content quickly and accurately. Excellent analytical and project management skills. Ability to work independently and as a team member, while using discretion in decision making and sound judgment in problem solving. Ability to present a professional image when dealing with members, co-workers, management, and outside contacts. Ability to change within working responsibilities, be it internal, market or regulatory driven. Proficient PC skills, with the ability to learn new software. Additional hours as necessary to accomplish objectives and goals. Vision (or corrected) to normal range. Required Qualifications: Undergraduate degree required. Min 1-2 years of experience in marketing. Position Details: Location: Downtown Tampa - GTE Headquarters Department Hours: Monday- Friday (8:00 am to 5:00 pm) Full-time hours required, with additional hours necessary to accomplish objectives, goals, and projects. Work arrangements (in-office, hybrid, or remote) may be changed at any time by management with appropriate notice if possible. Required for Remote Work: A quiet workplace so you can focus on delivering excellent service to our members. Must live in a location that can leverage an existing high-speed internet service. Minimum upload speed 5 MB/s, preferred upload speed 25 MB/s. Minimum download speed 25 MB/s, preferred download speed 50 MB/s. Candidates must provide and meet all technical requirements before the first day of training. Hybrids - Candidates must live within driving distance of the office location and be able to commute to and from the office location as needed regularly. Come and join our award-winning team. GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all the responsibilities of an employee in this job. GTE reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
$37k-47k yearly est. Auto-Apply 32d ago
Procurement Operations Analyst, Full- Time, Hybrid MA
Digital Federal Credit Union 4.6
Remote or Marlborough, MA job
Schedule Monday - Friday 8a-5p What You'll Do The role plays a critical role in supporting DCU's procurement function by delivering data-driven insights, optimizing procurement processes, and ensuring compliance with regulatory and internal controls. This role is essential in driving operational excellence across sourcing, purchasing, and supplier management activities, with a strong focus on risk mitigation and financial stewardship. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Procurement Spend: * Analyze procurement spending across categories to identify cost-saving opportunities, supplier consolidation, and strategic sourcing initiatives. Develop and maintain dashboards and reports for leadership. * Procurement Workflows: * Streamline procurement workflows including requisitioning, approvals, and supplier onboarding, ensuring alignment with DCU's compliance standards and operational efficiency. * Procurement Systems: * Administer procurement systems (e.g., Jira, Ncontracts, Fiserv Prologue, Oracle) including user support, configuration, and troubleshooting. Partner with IT and Finance to ensure system integrity and data accuracy. * Compliance/Regulations: * Ensure procurement activities adhere to Credit Union regulations (e.g., OCC, NCUA, SOX), internal policies, and audit requirements. Support third-party risk assessments and vendor due diligence. * Process/Workflow Management: * Work closely with Third Party Risk Management (TPRM), Enterprise Architecture (EA), Information Security (IS), Legal, Finance, and business units to ensure procurement operations support enterprise goals and regulatory obligations. * Reporting: * Prepare monthly and quarterly procurement reports for senior leadership, highlighting trends, risks, and opportunities for improvement. * Perform other job-related duties as assigned or requested. * Complies with regulatory compliance and assigned training requirements. What You'll Need Qualifications and Experience Requirements: * Bachelor's degree in business, Finance, Supply Chain, or related field * 2-4 years of experience in procurement, operations, or analytics within the credit union, financial services or banking industry * Strong analytical skills and proficiency in Excel, Power BI, or similar tools * Experience with procurement platforms (e.g., SAP Ariba, Coupa, Oracle) * Familiarity with banking regulations and third-party risk management * Excellent communication, problem-solving, and stakeholder engagement skills * Proficiency in procurement software and tools, as well as Microsoft Office Suite Preferred Qualifications: * Experience in a Financial Institution, Credit Union specific, is a plus. * Experience in a regulated financial institution or banking environment * Ability to manage multiple priorities in a fast-paced, compliance-driven environment What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares. DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Excepted Pay Range $62,300 - $70,100
$62.3k-70.1k yearly 12d ago
SVP, Enterprise Project Management Office, Full-Time, Hybrid Marlborough MA
Digital Federal Credit Union 4.6
Remote or Marlborough, MA job
What You'll Do Summary/Objective: The position provides overall leadership for the project management & business analysis teams, enterprise-wide project governance, portfolio management, and large-scale transformation initiatives. This role ensures disciplined execution of projects that deliver on the organization's strategic objectives. By driving operational excellence and fostering a culture of accountability, the SVP enables innovation, empowers members, and strengthens trust in the credit union's ability to deliver reliable financial experiences. Success in this role ensures projects are delivered on time, within scope, and with measurable business impact. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Manage the EPMO Teams and Strategic Portfolio * Lead and develop the EPMO teams, ensuring team objectives are met * Oversee the enterprise portfolio of initiatives, ensuring balanced investment and measurable outcomes * Monitor performance metrics and deliver transparent reporting to executive leadership and the board * Drive decision-making on project continuation, acceleration, or termination based on business value * Lead Enterprise Project Governance * Establish and enforce project management standards, frameworks, and methodologies across the organization * Ensure alignment of all projects with corporate strategy and regulatory requirements * Provide executive oversight for project prioritization, resource allocation, and risk management * Deliver Large-Scale Transformation * Lead planning and execution of complex, cross-functional transformation programs * Ensure timely delivery of merger-related integration projects and strategic initiatives * Champion change management practices to support adoption and minimize disruption * Enable Business Analysis and Insights * Direct the business analysis function to provide actionable insights for project scoping and requirements * Ensure accurate documentation of business needs and alignment with technology solutions * Promote data-driven decision-making throughout the project lifecycle * Foster Innovation and Continuous Improvement * Integrate design thinking and lean methodologies into project delivery where applicable * Identify opportunities to streamline processes and enhance project efficiency * Build a high-performing team culture focused on collaboration, accountability, and results * Perform other job-related duties as assigned or requested * Complies with regulatory complaince and assigned training requirments What You'll Need Education & Experience: * Required education: Bachelor's degree or 4 additional years of relevant experience in lieu of a degree, advanced degree is preferred * Required experience: 12 - 15 years of relevant experience, including 10+ years as a people leader Qualifications & Skills: * Skills: * Expertise in project governance, portfolio management, and change leadership * Strong strategic planning and analytical capabilities * Exceptional communication and stakeholder management skills * Ability to lead cross-functional teams and influence at all levels * Technical Knowledge: * Proficiency in project management software (e.g., Microsoft Project, Smartsheet, or similar) * Familiarity with portfolio management tools and reporting dashboard * Certifications: PMP, PgMP, or Portfolio Management Profession (PfMP) required; Agile or Lean certifications preferred * Other requirements: Ability to travel between dual headquarters (MA or OR) and to key project sites as needed What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares. DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to *************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Excepted Pay Range $316,000 - $340,000
$316k-340k yearly 10d ago
Mortgage Underwriter I, Full-Time, Hybrid MA
Digital Federal Credit Union 4.6
Remote or Marlborough, MA job
Schedule Monday - Friday 8a-5p What You'll Do Summary/Objective: The Mortgage Underwriter I is responsible for analyzing, underwriting and decisioning all mortgage loans consistent with department and secondary market standards. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Analyze, underwrite and decision all mortgage loans to appropriate servicer guidelines ensuring soundness, accuracy and compliance with DCU and Investor standards. * Maintain knowledge of current changes to investor guidelines, product changes, the general financial industry, and the real estate market. * Maintain knowledge of compliance laws applicable to mortgage and home equity loan originations,including but not limited to: Equal Credit Opportunity Act (ECOA), Real Estate Settlement Procedures Act (RESPA), Regulation Z (Truth in Lending, Know Before You Owe), Regulation C (Home Mortgage Disclosure Act - HMDA), and other state and federal laws which may be applicable. * Assist with the loan origination teams with loan structuring, re-structuring and loan scenario review requests. * Work closely with mortgage processors, Team Leaders and other underwriters to maintain and develop better quality loan files. * Exercise discretion and independent judgement in underwriting loans to support the business goals of the DCU. * Assist in the development and maintenance of department policy and procedure documents. * Contribute to department projects and initiatives as an individual and through team cooperation. * Ensure compliance with all applicable state and federal laws and regulations. * Perform other job-related duties as assigned by Managers(s). What You'll Need Education and Experience Requirements: * 3-5 Years of underwriting or related experience * Requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. * BA/BS degree preferred (or equivalent work experience) Additional Eligibility Requirements: * Technical Skills (word, excel, outlook etc.) * Professional Written and Verbal Communication Skills * Proficient working with DU, LPA, and AllRegs * Knowledge of Loan Operating Systems (LOS), Product & Pricing Engine (PPE), Tableau/PowerBI, Compliance & Regulators Software, Mortgage Insurance Requirements What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares. DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to *************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Excepted Pay Range $30.00 - $33.70 #INDMI
$30-33.7 hourly 4d ago
Mortgage Loan Specialist
State Employees' Credit Union 3.8
Remote or Granite Quarry, NC job
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose Experienced Mortgage Loan Specialists responsible for the full real estate loan process across all delivery channels. MLS should have a solid understanding of the entire real estate loan cycle and servicing functions. Duties Receive and assist in the completion of real estate loan applications, while serving as the primary point of contact for applicants during the origination process via phone, digital delivery, email, and chat. Independently assess and underwrite real estate loan applications including but not limited to applicant(s) credit worthiness, ability to repay, collateral valuation, and organizational risk with the ability/authority to extend credit or deny for real estate loan products within assigned tiered approval lending limits. Communicate approval or denial decisions to members in a clear and professional manner. Evaluate and verify income documentation, including personal and business tax returns, to make informed approval or denial decisions. Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications and obtaining required documentation to facilitate initial loan approval with assistance when needed. Proactively stay updated on market trends, interest rates, and changes in lending policies and regulations to provide members with accurate and timely information. Assist membership with servicing of existing mortgage and home equity loans. Follow up with prequalified applicants and on other leads in a timely and effective manner. Price and disclose loan applications by determining the interest rates and fees associated with a loan, based on factors such as borrower's creditworthiness, loan amount, term, and market conditions. Coordinate member engagement with the Real Estate Lending Processing Center. Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance. Educate members on available services and make referrals for other Credit Union products and services based on their needs. Ensure well documented, easy to review loan application history notes within the Loan Origination System. Work various contact and follow-up reports to cultivate member engagement throughout the home buying process and make SECU their lender of choice. Maintain strong adherence to set schedule while meeting minimal set expectations and established KPIs and metrics for role. Handle incoming member correspondence for the department on a rotational basis. Complete additional tasks assigned by management. Requirements Must have high school diploma or GED equivalent. Preferred - bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP). Successful completion of Consumer Lending Program courses and subsequent exam is required before moving to this role. Minimum of 2 years' mortgage lending experience strongly preferred. Minimum tier 2 lending limits assigned. Demonstrated proficiency at current lending approval authority. Must possess the highest level of integrity and objectivity. Must possess excellent communication skills, both verbal and written. Must be able to communicate with SECU personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc. Must have strong networking and relationship development skills. Meets compliance and regulatory standards. Makes lending decisions consistent with SECU loan policies. Has or is eligible to be registered as an active MLO with the NMLS. Must be organized and meticulous. Ability to manage multiple responsibilities simultaneously while actively prioritizing incoming member interaction. Must be willing to engage in ongoing training and professional development. Must have basic computer skills with an ability to learn more complex software for processing of applications and completing loan servicing. Has completed all required modules. Has completed all required quarterly training courses & other training assigned by management. Consistently demonstrates SECU's Core Values. Recommendation of VP/SVP for advancement to this level. Must be able to speak and write English fluently. Must understand and be dedicated to the Credit Union philosophy and work ethic. Must adhere to the work schedule and attendance policies established by the Credit Union. Job Environment Office setting with physical proximity to other employees and members. Some background noise from other employees, copy machine, and telephone. Some local travel may be required while training. Possibility of remote/hybrid work. In the event of remote work, employee must possess a professional home environment free from distractions. Some evening, weekend, and holiday work may be required. Physical Demands Must be able to comprehend and carry out job requirements. Job requires a substantial amount of sitting and computer usage. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Answer and operate a telephone. Lift up to 15 lbs. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$40k-49k yearly est. Auto-Apply 16d ago
Security Engineer II - Network Defense
State Employees' Credit Union 3.8
Remote or Raleigh, NC job
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose: The Security Engineer II uses their industry experience and technical knowledge across a broad portfolio of Network, Security, Virtualization and Cloud technologies to ensure operational and project-based activities related to Containment Cyber Services are planned, approved, and performed in a timely manner with minimal application impact. This hands-on position requires strong collaboration skills to work with other infrastructure experts and software developers to deliver infrastructure and software features which improve SECU's security posture and responsiveness across the entire range of infrastructure. The ideal candidate will have the ability to identify, document, recommend and lead projects to achieve this end state globally. Knowledge of Security methodologies and TCP/IP will be very advantageous for this role. Responsibilities: Rapidly understand SECU Cloud and Data Center environments by working closely with Principal/ Senior Engineers working to become an expert in the implementation of security features within the infrastructure environments. Evaluate security related features within vendor infrastructure offerings and new security tools which improve SECU's security responsiveness. Represent Containment related infrastructure changes accurately within the SECU Change Management process. Deliver thoroughly planned and executed changes within the environment without application impact. Coordinate with software developers to ensure Containment security capabilities are verified, regardless of environment. Champion all efforts collaboratively. Continuously identify, review, and recommend potential opportunities for enterprise cost-savings, service quality improvement, and operational efficiency. Ability to work and collaborate with teams outside of Security division. Create documentation to ensure appropriate operational process and procedures are followed in the event of business impacting incidents or issues. Ability to identify and fully automate processes, when possible Continue career advancement to serve as a Network Defense subject matter expert. Serve as a tier II resource for security related issues or outages. Needs minimal supervision to complete tasks and projects. Provide support for security related issues on 24 hours a day, seven days a week, 365 days a year basis Business Experience and Technical Skills: Required: Thorough understanding of TCP/IP Strong analytical, problem-solving, and written/oral communication skills Leadership, teamwork, collaboration, self-driven and effective communication skills - both written and verbal. 2+ years of IT Security Engineering experience working in an enterprise infrastructure or security architecture environment. Preferred experience within the network security environment. 2+ years of experience in one or more of the following security technologies: Network IDS/IPS VPN/ Remote Access NGFW WAF DDoS Protection Web Proxy/ Content Filtering Cloud Security Controls 2+ years of troubleshooting and investigating complex issues within a highly regulated and secure environment. Experience working with change management controls is required. 2+ years of experience working with applications enabled in the cloud. Working knowledge of various industry security standards and frameworks including: NIST, ISO 27001, ISF Standard of Good Practice (SoGP), etc. Preferred: One or more Industry Certifications: VCP, CCIE/CCNP, CISSP, PCNSE, etc. Bachelor's degree in Computer Science, Information Systems or at least 3-5yrs of experience in related field. Knowledge of modern enterprise and security architectures, their challenges, common approaches to overcome their challenges, and their inherent security strengths and weaknesses. Professional certifications such as: CISSP, CISA, CISM, GIAC, CGEIT, CRISC, CEH, or other relevant industry certification and/or desire to obtain such certifications. Experience working with tools such as Wireshark, Snort, Bro/Zeek, Burp, Nessus, Kali, Security Onion, and Metasploit. Experience working with both external and internal auditors to ensure compliance and accurate reporting. Experience with scripting languages such as Powershell, Python, VBScript, and Bash. Experience working within a DevOps environment is a plus. Job Environment: Working on-site is required with limited remote work. Office setting with physical proximity to other employees is also intermittently required. Some background noise from other employees and their activities can be expected. Physical Demands: Must be able to comprehend and carry out verbal and written instructions. Job requires a substantial amount of sitting. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Use hands and fingers to press telephone keypad and lift telephone receiver. Must be able to comprehend phone calls. Must be able to lift 5 pounds. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$72k-92k yearly est. Auto-Apply 51d ago
Manager, Real Estate Closing
SECU 4.2
Remote or Maryland job
Who we are: At SECU, we put our employees first, recognizing that their well-being and professional development are vital to our success. By fostering a supportive and empowering work environment, our employees are committed to helping members achieve long-term financial security. They are also inspired to give back to the communities we serve by volunteering and spreading kindness, which reflects our core values and who we are as an organization. Every employee at SECU contributes to our members financial well-being, and we ll always do what s right for our members, employees, and communities. Feel good about what you do. Belong to a place where you matter and can make a difference. What you will do: The Manager, Real Estate Closing, will be an organized and passionate leader with strong team-building skills to direct and oversee the efforts of our team of closing professionals. This role will have experience in closing, post-closing, funding, or lending with a background in operations management. This role is responsible for service level agreement (SLA) management and reporting, intercompany relationships and the development of their team. The Manager, Real Estate Closing, adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position, including all aspects of the Bank Secrecy Act and related regulations, such as OFAC, and the USA Patriot Act, Fair Lending and Information Security. A day in your life might include: Ensures the closing team has the required resources to perform their daily job responsibilities. Manage closing employees attendance, production, work quality, conduct, development, and complete performance reviews. Assign daily work to the team to ensure all SLAs are met. Monitor active closing and post-closing pipelines for all Real Estate Originations; including retail and wholesale first mortgage lending, and Home Equity lending. Ensures compliance with Credit Union underwriting guidelines and regulatory requirements including but not limited to: HMDA, RESPA, Reg Z, Reg B, Fact Act, and Safe Act. Evaluate, identify and assist with implementing process improvements within the department or across departments to elevate loan quality, employee experience, service level agreements (SLAs) and member service. Complete quality assurance reviews to ensure completion and accuracy of the pre-closing and post-closing processes. Effectively communicates department updates and opportunities. Additional Responsibilities may include: Keep informed of current industry standards, laws, regulations, and compliance. Resolve Closing related escalations. Responsible for closing specialist team s final testing results during system upgrades and enhancements. Monitors overtime and team financial performance. Identify root cause of process deficiencies and provide solutions to staff and management. Additional job-related projects and duties as assigned by management. What we need from you: Education Requirements Bachelor s degree or equivalent work-related experience Experience Requirements 4 years of work experience in first mortgage operations. 3 years of management experience required. Proven ability to create rapport and build teams within a remote work environment. In-depth knowledge of closing practices, mortgage documentation, recording practices and title/abstract legalities preferred. Knowledge of applicable state and federal laws related to originating residential real estate loans along with FHA, VA, and Agency underwriting guidelines required. Strong organizational skills and attention to detail with excellent communication skills, both oral and written. Ability to prioritize tasks or projects to meet deadlines. Forward-thinking approach and flexibility in a changing environment. Physical Requirements Must be able to remain in a stationary position, often standing or sitting for prolonged periods Must be able to lift up to 25 pounds Compensation Information: Offers will be commensurate with experience and education.This is a Grade G which has a salary range of $73,800 - $118,000, however, we typically hire at or below mid-point, which is $95,000 for this role. Other Compensation Includes: Annual corporate-wide incentive We provide comprehensive benefits, with a focus on total well-being: Medical, vision, dental benefits 401k plan with company matching Generous sick, vacation and personal leave And more...2025SECUBenefitsGuide.pdf SECU is committed to fostering a diverse, equitable, and inclusive workforce where all individuals are valued and respected. We take pride in providing equal opportunities for all qualified applicants regardless of race, ethnicity, national origin, gender, sexual orientation, gender identity or expression, religion, military or veteran status, or any other characteristics protected by law. #LI-ND1
$73.8k-118k yearly 60d+ ago
Temporary Contract Specialist (4-6 Month Contract), Full-Time, Hybrid MA
Digital Federal Credit Union 4.6
Remote or Marlborough, MA job
Schedule Monday through Friday 8a-5p 4-6 Month Contract What You'll Do Summary/Objective: This role will prepare, negotiate, and manage commercial contracts between DCU and third-party vendors and partners. It will also ensure that all contracts comply with legal requirements, company policies, and industry standards. This role requires strong analytical skills, attention to detail, and the ability to work effectively with cross-functional teams. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Draft, review, and negotiate contracts, agreements, and other legal documents. * Ensure compliance with legal, regulatory, and company policy requirements. * Analyze contract terms and conditions (consider adding obligations, liabilities, etc if warranted) to identify and mitigate risks. * Coordinate with internal stakeholders, including legal, finance, vendor management, and procurement teams, to ensure alignment on contract terms. * Manage contract lifecycle, including amendments, renewals, and terminations. * Maintain accurate and organized contract records and documentation. * Provide guidance and training to team members on contract-related matters. * Stay current with industry trends and legal developments related to contracts and contract law by participating in educational opportunities and reading professional publications. * Administer contract administration-related processes. * Identify and implement efficiencies in the contract lifecycle and administration processes. * Prepare and communicate contract lifecycle reporting and analysis. * Perform other job-related duties as assigned or requested. What You'll Need Qualifications and Experience Requirements: * Bachelor's degree in business administration, Law, Finance, Supply Chain or a related field. * 0-2 years of experience in contract management, procurement, or a related role involving drafting, reviewing, negotiating, and managing contracts. * Strong understanding of and experience with contract law and industry-specific regulations (at the state and federal level) * Excellent negotiation, analytical, and problem-solving skills. * Detail-oriented and organized with strong time management skills and the ability to manage multiple contracts simultaneously. * Proficiency in contract management software and Microsoft Office Suite. * Strong verbal and written communication and interpersonal skills. * Ability to work independently and as part of a team in managing internal client relationships and working with external, third-party vendors. Preferred Qualifications: * Professional certification in contract management (e.g., CPCM, CCCM, CFCM). * Prior experience in financial institutions is preferred, especially experience in a contract specialist or contract analyst role. * Familiarity with legal and regulatory aspects of financial institutions. What We Do DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares. DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to ************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address. DCU is not currently offering Visa transfer/ sponsorship for this position. Expected Pay Range $52,800 #INDMI
$52.8k yearly 10d ago
Mortgage Warehouse Client Specialist
First Horizon Corp 3.9
Germantown, MD job
The Mortgage Warehouse is a hybrid position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations Specialist. The Mortgage Warehouse Client Specialist provides customer service support and loan operations support to the high-value clients of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse Lending Relationship Managers (RM) and Portfolio Managers to service the client's daily transaction requirements and periodic needs for special services. The Mortgage Warehouse Client Specialist performs a variety of routine and non-routine functions in accordance with standard procedures including collateral onboarding and management, loan advance and repayment transactions, data integrity and quality control, and reporting, all of which is done in a direct client-contact environment. The Mortgage Warehouse Client Specialist partners with other departments and/or outside agencies to resolve problems. Essential Duties and Responsibilities: * Receive credit line advance requests from clients and verify accuracy and data integrity. * Set-up mortgage loan collateral description as specified by clients. * Perform loan advances in loan system and send out-bound wire transfer to recipients specified by clients. * Provide wire tracking information as needed by clients. * Receive in-bound wire transfers which represent repayment proceeds from secondary market loan purchasers. * Interact with clients to determine which mortgage loans are being purchased by secondary market. * Perform payment transactions in loan system as specified by clients. * Receive and review collateral (original mortgage notes) from clients. * Interact with clients to resolve collateral discrepancies/issues. * Image collateral and file electronically in loan system. * Perfect collateral by preparing and attaching bailee notices. * Send perfected collateral to destination specified by clients. * Receive and manage returned collateral. * Perform EOD balancing of both monetary and collateral activity. * Prepare and disseminate daily and monthly reports for internal and client use. Education and/or Work Experience Requirements: * 0-2 years of general banking, transaction and customer support experience * Accurate typing, spelling and grammar skills. * Proficient with applicable computer software. * Excellent written and oral communication skills. * Analytical and customer support skills. * Strong organizational skills. * Strong customer service skills. * Strong problem resolution skills. * Decision making skills. * Critical thinking skills * Leadership skills. Physical Requirements: * Precise hand/eye coordination * Basic keyboarding or other repetitive motions About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
$34k-40k yearly est. 32d ago
IT Platform Services Manager (Must Reside in Texas)
Randolph-Brooks Federal Credit Union 4.0
Remote or San Antonio, TX job
Job Description and Requirements Randolph-Brooks Federal Credit Union is currently searching for an experienced and talented IT Platform Services Manager to join our amazing IT Platform Services team! The IT Platform Services Manager will have the ability to work a hybrid schedule (remote/onsite) after a period of training (time frame may vary). Training will take place at the RBFCU Administrative Service Center: 1 Ikea-RBFCU Pkwy, Live Oak, Texas 78233. All applicants must reside within the state of Texas and have the capability of performing all of the work from their home in Texas. To successfully work from home, employees must have access to a minimum internet connection as noted by RBFCU. Must have a reliable home internet provider and the ability to hard wire a connection directly to modem (Ethernet cable provided). Must be able to provide a workspaces at home that is safe, suitable for work, and within a distraction free environment. The IT Platform Services Manager is a technical leader responsible for managing teams of Systems Administrators and Engineers in the effective administration of technology systems to facilitate operational and strategic outcomes. Areas of oversight include server and database administration, vulnerability management, and implementation of automation solutions. Essential Functions and Responsibilities: Provide training, coaching, mentoring and communication regarding employee performance Ensure adherence to policies, procedures and guidelines by all designated team members Ensure all technologies are kept current and in compliance with internal and regulatory recommendations Maintain current technical and process knowledge to effectively guide solution design and troubleshooting Conduct capacity planning and performance analysis of applicable systems and infrastructure Prepare and maintain disaster recovery and business continuity plans for information systems to ensure business risks are addressed within appropriate recovery timeframes Ensure teams provide efficient support for all IT disciplines as defined by internal support SLAs Participate in Platform Services projects as SME or advisory role to support mature technical solution design and facilitate business outcomes Mentor and train team members for effective succession planning Respond to after-hours emergency calls or planned after-hours events as designated All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice) Requirements: Bachelor's degree in Information Systems, Computer Science, or closely related field; OR successful completion of a relevant program from an accredited technical school; OR an equivalent of four years of work-related experience in lieu of degree Minimum of five years of job-related experience Minimum of five years technical systems administration/engineering experience Experience with Oracle Experience with SQL Experience with Linux Experience with general database technologies and principles Experience with Linux technologies and principles Experience with storage area network technologies Experience with DNS, DHCP concepts Working knowledge of IT Security vulnerability management best practices Understanding of networking concepts All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
$37k-50k yearly est. Auto-Apply 28d ago
Financial Advisor - Pinellas Market
GTE Financial 3.6
Remote or Tampa, FL job
Come join our GTE Financial team! At GTE Financial, we're looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve their financial goals and have a strong track record in financial services, we want you on our team. As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized financial advice and strategic planning to help them reach their unique financial objectives. We provide the tools, support, and education needed to help turn our members financial needs into reality. What does GTE look for in a Financial Advisor? Expertise & Industry Knowledge Stay current with evolving financial trends, economic conditions, market developments, and emerging products within the financial services industry. Develop and maintain a deep understanding of federal and state regulatory requirements, including compliance with SEC, FINRA, NCUA, broker-dealer regulations, and credit union policies. Leverage expertise in personal and business financial planning, guiding members through complex financial decisions such as investments, retirement planning, insurance needs, and wealth management strategies. Develop personalized plans that reflect each member's goals and risk tolerance, ensuring a holistic approach to their financial health. Maintain a thorough understanding of a broad range of financial products, including investment vehicles, insurance options, retirement plans, and advisory solutions and tailor strategies that address the unique needs of each member. Sales & Relationship Building Follow a consultative sales approach to build and manage a strong book of business. Uphold the highest standards of honesty, integrity, and transparency in all client interactions. Foster long-term, meaningful relationships with members, driving loyalty and trust. Develop strong connections with internal partners, including credit union branch staff and other departments with synergy, to enhance service delivery. Exhibit exceptional communication skills with members and staff, providing clear and compelling presentations. Actively prospect for new business opportunities and consistently generate meaningful revenue. Maintain a balanced product portfolio to meet individual and team goals. Operations & Compliance Ensure compliance with all relevant regulatory standards, including SEC, FINRA, and NCUA regulations, as well as internal policies and procedures. Adhere to broker-dealer practices and FINRA's requirements to maintain accurate records. Stay informed on key federal regulations, including the Bank Secrecy Act, U.S. Patriot Act, Anti-Money Laundering laws, and the Right to Financial Privacy Act. Maintain and be up to date on continuing education requirements for all licenses and registrations Demonstrate problem-solving abilities by analyzing complex data and making informed decisions in line with technical guidelines. Participate in ongoing trainings and meetings to stay up to date on internal processes, regulatory changes, and other practice management best practices. Ensure timely and accurate paperwork and handle administrative tasks efficiently. Additional Skills & Requirements Bilingual (English/Spanish) is preferred but not required. Strong proficiency in financial services and regulations, with the ability to interpret complex financial data and instructions. Demonstrated commitment to a consultative sales approach while genertaing commissions and building a reliable and recurring revenue stream. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), TEAMS, and general computer software. Required Qualifications: Minimum 5 years of experience in financial services, with at least 2 years of proven success in sales within the industry. A college degree is preferred, or equivalent relevant professional experience. FINRA Series 7 and Series 65/66 licenses are required or must be obtained within 90 days of employment. Life/Health Insurance license is required or must be obtained within 90 days of employment. LUTCF, CLU, ChFC, CFP, or other relevant certifications are preferred, or actively pursuing these credentials is highly desirable. Position Details: Location: Headquarters in Tampa, FL with branch locations serving the following Counties of Hillsborough, Polk, Pasco, Pinellas, Hernando, Citrus, Marian and Sarasota. Department Hours: Monday - Friday, 9:00 AM to 6:00 PM Hybrid work schedule with Remote Work Requirements: A quiet and dedicated workspace Reliable internet w/minimum upload and download speeds. Candidates must meet required technical computer skills. Must live within commuting distance of the office. Work arrangement (in-office, hybrid, or remote) may be changed at any time by management with appropriate notice if possible. GTE was named as one of Tampa's Top Workplaces! Come and join our award- winning team. GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
$36k-50k yearly est. Auto-Apply 48d ago
Senior Marketing Program Manager
State Employees' Credit Union 3.8
Remote or Raleigh, NC job
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! The Senior Marketing Program Manager is responsible for the day-to-day oversight of project scheduling, workflow monitoring, and resource allocation to help ensure marketing projects are executed seamlessly from start to finish. Proactively adapts to the ever-changing demands of the organization by effectively managing timelines and resources through the development of standard operating procedures (SOPs) and workflow management. Responsible for interacting with and influencing individuals at all levels of the organization to ensure marketing project success. Essential Responsibilities: (20%) Workflow Planning: Attends project kickoffs, internal reviews and brainstorm sessions as necessary. Assist in the creation of project plans and schedules by collaborating with Marketing Managers. Determine and question priorities using strategic filters, an in-depth knowledge of the creative process, and the resources available. (25%) Workflow Oversight: Proactively review project deadlines and work to identify and resolve timeline discrepancies. Coordinate with all team members and effectively communicate the project's status. Identify and collaborate with the appropriate resources for the next step in the workflow. Work efficiently through high volumes while maintaining quality. (15%) Content Quality Assurance: To maintain quality assurance, vet feedback against the project creative brief, with the Marketing Manager and/or brand guidelines, and consult with VP of Marketing or Brand & Creative Manager as needed. Track versions of project tactics and document official approvals. (15%) Traffic Management: Coordinate file handoffs between creative teams, archiving in the appropriate folder locations. Flight approved assets to the appropriate contact within the Credit Union for owned channels. (15%) Process & Workflow Management: Assists in developing and maintaining SOPs that support the evolving internal marketing processes. Provide reference documentation and training on these processes as appropriate. Work to continually improve and optimize workflow and production solutions. (10%) Documentation & File Storage: Develop server and cloud-based filing system that works for all verticals within the Marketing function. Migrate existing content to new file structure and maintain as appropriate. Required Education & Experience (Knowledge, Skills, & Abilities): Education: Bachelor's Degree Minimum 10 years' experience in Marketing, Project Management or Communications. Three years of relevant experience in a highly matrixed environment and/or managing highly technical projects will be considered in lieu of a degree. Knowledge, Skills & Abilities: Works independently in support of department goals and SECU business objectives. Experience in onboarding a workflow management system and creating SOPs. Strong team player, self-starter, and positive catalyst who can motivate others. Proven experience in traffic/production management within a marketing function. Exceptional communication (written and verbal) skills and able to speak and write English fluently. Detail orientated with strong organization and prioritization skills. Proficient with Microsoft Office Suite, Creative Cloud and Project Management Software. Preferred Education & Experience (Knowledge, Skills, & Abilities): Knowledge of financial services and credit unions is a plus. Job Environment & Physical Requirements: Hybrid work environment with two days in the office and three days working from home. Note that this may change at any time and prospective candidates must be willing to work in the office full time if the SECU hybrid work policy were to change. Other requirements include sitting and working at a computer for prolonged periods and carrying/lifting up to 15lbs. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$98k-119k yearly est. Auto-Apply 60d+ ago

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Updated December 12, 2025

Zippia gives an in-depth look into the details of VyStar Credit Union, including salaries, political affiliations, employee data, and more, in order to inform job seekers about VyStar Credit Union. The employee data is based on information from people who have self-reported their past or current employments at VyStar Credit Union. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by VyStar Credit Union. The data presented on this page does not represent the view of VyStar Credit Union and its employees or that of Zippia.

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