Data Entry Internship jobs at Wells Fargo - 201 jobs

Data Specialist Location: Bloomington, IL At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. The Data Specialist is responsible for analyze and interpret complex financial data to provide insights and support decision-making within the organization. You will work closely with various teams, including Finance, Risk Management, Marketing, Bank Operation, Wealth Management, Insurance, Human Resource, etc. to enhance data-driven strategies and optimize financial processes. The role involves extracting, cleaning, and analyzing large datasets to identify trends, patterns, and opportunities for improvement. Responsibilities include, but are not limited to: Gather data from various sources, including internal databases, external APIs, and 3 rd party sources. Ensure the accuracy, completeness, and reliability of financial data by validating and cleansing datasets. Utilize statistical methods, and tools to analyze financial trends, performance, and risk factors. Develop and implement quantitative models to evaluate financial metrics and forecast future performance. Generate actionable insights through data visualization techniques, such as charts, graphs, and reports. Build and maintain financial models to support budgeting, forecasting, and scenario analysis. Conduct sensitivity analyses to assess the impact of various financial variables on business outcomes. Identify potential financial risks and propose mitigation strategies. Develop and maintain key performance indicators (KPIs) for financial performance evaluation. Prepare regular reports and dashboards for stakeholders, summarizing financial insights and recommendations. Work closely with cross-functional teams, including finance, accounting, and business operation, to understand their data needs and provide analytical support. Collaborate with other IT teams to ensure data integrity, security, and efficient data processing. Stay updated on industry trends, best practices, and emerging technologies in financial analytics. Propose and implement process improvements to enhance the efficiency and effectiveness of financial data analysis. Qualifications Education/Experience/Skills: Bachelor's degree or equivalent work experience. 3+ years' experience as a data analyst in the financial services industry. Proficiency in data visualization tools (e.g., Power BI) Strong understanding of financial concepts, accounting principles, and regulatory requirements. Familiarity with machine learning algorithms for predictive analytics. Excellent analytical and problem-solving skills. Effective communication skills to convey complex data insights to non-technical stakeholders. Attention to detail and ability to work with large datasets. Knowledge of financial modeling and forecasting techniques. Total Rewards: Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses Visit our Total Rewards page to see our full list of benefits First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Pay Range: $61,300 - $76,600 per year Apply for this Position

FUNCTION: The Mailroom Associate is responsible for extracting, sorting, and reviewing utility invoices according to the department and customers' procedures. Extracts mail from an automated mail opening machine and sorts invoices, mail inserts, checks, terms, and invoices based on mode, number of pages, etc. Uses multiple separator sheets to organize utility bills prior to being scanned. Performs a manual review of utility invoices to ensure compliance with customer and department procedures. Separates bills which do not meet client and/or department standard procedures; attaches standard reject form and forwards to the lead for review. Meets established production quotas in a fast-paced mailroom production line environment. Maintains procedures including reviewing and complying with new or updated client and departmental procedures and discarding old procedures and files updates as received. Performs minor troubleshooting on the mail opening machine. Shows initiative in presenting problems and possible solutions to lead or supervisor. Maintains the work area to present a neat and professional appearance at all times. Works overtime as required by management to ensure timely completion of all accounts. Performs other duties as needed or assigned. SKILLS AND ABILITIES REQUIRED: Ability to regularly lift mail trays and letter debris up to 35 pound and physical capability of performing rapid repetitive hand/arm movements while opening/sorting mail that requires reaching. Ability to stand, bend and reach to file sheets the majority of the shift. Experience grasping, retaining instructions and performing at a high level of accuracy. Good organizational and time management skills to be able to work in a fast-paced production environment. Self-motivated with the ability to work under minimal supervision. MINIMUM LEVEL OF PREPARATION AND TRAINING NORMALLY REQUIRED: High school diploma or equivalent required. Equivalent experience found in a production-oriented processing environment preferred. APPLICATION PROCESS: You can directly apply through Cass's website at apply directly to this position via the "Apply" button. You will be required to create an account and provide your resume, contact information and other pertinent employment information. This process typically takes 20 minutes or less. Should we find that you meet the minimum requirements of the position, a member of our recruiting team will be in touch to start the interview process. ABOUT OUR COMPANY: Cass Information Systems, Inc. is a leading provider of integrated information and payment management solutions. Cass enables enterprises to achieve visibility, control and efficiency in their supply chains, communications networks, facilities and other operations. Disbursing over $90 billion annually on behalf of clients, and with total assets in excess of $2.5 billion, Cass is uniquely supported by Cass Commercial Bank. Founded in 1906 and a wholly owned subsidiary, Cass Commercial Bank provides sophisticated financial exchange services to the parent organization and its clients. Cass is part of the Russell 2000. More information is available at ***************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Data Specialist Location: St. Peters, MO At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. The Data Specialist is responsible for analyze and interpret complex financial data to provide insights and support decision-making within the organization. You will work closely with various teams, including Finance, Risk Management, Marketing, Bank Operation, Wealth Management, Insurance, Human Resource, etc. to enhance data-driven strategies and optimize financial processes. The role involves extracting, cleaning, and analyzing large datasets to identify trends, patterns, and opportunities for improvement. Responsibilities include, but are not limited to: Gather data from various sources, including internal databases, external APIs, and 3 rd party sources. Ensure the accuracy, completeness, and reliability of financial data by validating and cleansing datasets. Utilize statistical methods, and tools to analyze financial trends, performance, and risk factors. Develop and implement quantitative models to evaluate financial metrics and forecast future performance. Generate actionable insights through data visualization techniques, such as charts, graphs, and reports. Build and maintain financial models to support budgeting, forecasting, and scenario analysis. Conduct sensitivity analyses to assess the impact of various financial variables on business outcomes. Identify potential financial risks and propose mitigation strategies. Develop and maintain key performance indicators (KPIs) for financial performance evaluation. Prepare regular reports and dashboards for stakeholders, summarizing financial insights and recommendations. Work closely with cross-functional teams, including finance, accounting, and business operation, to understand their data needs and provide analytical support. Collaborate with other IT teams to ensure data integrity, security, and efficient data processing. Stay updated on industry trends, best practices, and emerging technologies in financial analytics. Propose and implement process improvements to enhance the efficiency and effectiveness of financial data analysis. Qualifications Education/Experience/Skills: Bachelor's degree or equivalent work experience. 3+ years' experience as a data analyst in the financial services industry. Proficiency in data visualization tools (e.g., Power BI) Strong understanding of financial concepts, accounting principles, and regulatory requirements. Familiarity with machine learning algorithms for predictive analytics. Excellent analytical and problem-solving skills. Effective communication skills to convey complex data insights to non-technical stakeholders. Attention to detail and ability to work with large datasets. Knowledge of financial modeling and forecasting techniques. Total Rewards: Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses Visit our Total Rewards page to see our full list of benefits First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT Pay Range: $61,300 - $76,600 per year Apply for this Position

This is a full-time, remote position that offers the flexibility to work from home. The contract will be for an initial period of 6 months with the possibility of extension based on performance. We are looking for a detail-oriented and self-motivated Virtual Data Entry professional to join our team. As a Virtual Data Entry, you will be responsible for accurately and efficiently entering data into our systems. This is a key role in maintaining the accuracy and integrity of our data, which is crucial for our business operations. Key Responsibilities: - Enter data from various sources into our database accurately and efficiently - Review and verify data for accuracy and completeness - Identify and correct any data errors or discrepancies - Maintain data confidentiality and security at all times - Communicate with team members to ensure timely and accurate data entry - Assist with data clean-up and organization projects as needed - Stay updated with company policies and procedures related to data entry Qualifications: - High school diploma or equivalent - Proven experience in data entry or similar role - Proficient in Microsoft Office and data entry software - Fast and accurate typing skills - Strong attention to detail and ability to spot errors - Ability to work independently and meet deadlines - Excellent communication and organizational skills - Familiarity with real estate terminology is a plus Benefits: - Competitive salary - Work from the comfort of your own home - Flexible work hours - Opportunity for career growth and development - Collaborative and supportive team environment If you are a dedicated and detail-oriented individual with a passion for data entry and real estate, we would love to hear from you! Apply now to join our dynamic team at NextGen Real Estate as a Virtual Data Entry - Work From Home.

JobID: 210670470 JobSchedule: Full time JobShift: Day : Join our Incentive Compensation team today! As a Data Analytics and Transformation Associate within the Incentive Compensation team, you will promote operational revolution through data insights, KPI planning, and support automation. You will identify root causes, enhance performance, and support in shaping the future of our team. Join us! In this role, you'll support data-driven decision-making and help improve operational efficiency. You'll assist with data analytics and KPI metric planning, identify opportunities for business improvement, and contribute to transforming processes into more automated and efficient forms. You'll also explore the root causes of daily operational issues and provide insights to enhance performance. This position is ideal for a proactive problem-solver with a keen eye for detail and a passion for using data to promote business success. Key Job responsibilities - * Collaborate in planning and developing comprehensive KPI metrics to align with organizational goals and guide strategic decisions. * Conduct in-depth data analysis to uncover operational issues, identify root causes, and implement solutions for enhanced efficiency. * Streamline daily activities by assessing current processes, support and will be involved in identifying areas for improvement and implementing innovative solutions to boost productivity. * Assist in transforming processes by leveraging existing tools and technologies, support in identifying opportunities for automation, and minimizing manual effort. * Work closely with cross-functional teams to implement data-driven improvements and ensure a smooth transition during process changes. * Utilize SQL for data querying and analysis, ensuring accuracy and integrity. * Actively identify opportunities for continuous improvement and implement innovative solutions to enhance processes and efficiency. * Utilize ServiceNow knowledge to identify the root cause of inquiries and contribute to enhancing customer experience. * Design, develop, and maintain interactive dashboards. * Work with data from legacy systems and adept at integrating data from multiple flat files to develop cohesive solutions for comprehensive analysis and reporting. Required qualifications, capabilities, and skills * Minimum of 3+ years of experience in data analytics and data transformation with strong data driven decision making skills. * Minimum of 2 years in project management and operations , with a proven track record in supporting automation projects and driving process improvements. Skilled in managing and analyzing large volumes of granular data, with the ability to synthesize and interpret complex information. * Expertise in using tools such as Excel, PowerPoint, and Quick Sight or Tableau to translate data into actionable insights and compelling presentations. * Adept at utilizing SQL for efficient data extraction and comprehensive analysis to support informed decision-making. * Experienced with ServiceNow, with the ability to track and streamline inquiries, reducing manual effort and enhancing operational efficiency. * Strong storytelling skills with analytics; able to communicate insights effectively * Team player with ability to meet tight deadlines. * Good verbal and written communication skills. Preferred qualifications, capabilities, and skills * Proactively integrates innovative technologies into day-to-day work, including the use of AI tools like large language models (LLMs), and actively shares with fellow colleagues. * Knowledge of UI path and Alteryx is a preferred. * Basic knowledge of Python * Bachelor's degree in Information Technology, Business, or a related field.

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. This Developer Intern will work on a small and collaborative team. They will work to deliver key pieces of functionality for one or more statistical model built for sales enablement at AssetMark. During this assignment, the Developer Intern will have an opportunity to work on all aspects of the data model (Statistical Model, Python & R code, Azure Data Fabrics and Azure Data bricks). This Developer Intern will be working under the direction of a seasoned Sr Software Engineer or a Director of engineering (individual Contributor) role, that specializes in data initiatives. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office. Responsibilities: Contributes to the completion of project deliverables and is accountable for the development, quality assurance, and support of the solution they deliver Follows business requirements, implements a set of specifications by coding, compiling and testing the application Work closely with the development team and business analysts to ensure code quality, accuracy and correct business solutions have been developed Develop unit test cases/criteria to verify all functionality is working correctly Knowledge, Skills, Abilities: Knowledge of statistical models including KNN classification, Bayesian algorithms etc Knowledge of Object-oriented Design and Analysis (OOA and OOD) Working knowledge of Python / R languages Familiarity with data integration and transformation tools including but not limited to Fivetran, Snowflake, and dbt. Exposure to Jupyter Notebooks, Azure Data bricks and Azure Data Fabric is a plus Working knowledge of PowerBI is a plus. Exposure to the Azure cloud platform and its core services. Familiarity with Azure GIT Repos and branching mechanism. Familiarity with iterative development methodologies. Excellent communication skills, both verbal and written Excellent analytical and problem-solving abilities Ability to adapt and learn new technologies quickly Financial Services industry knowledge Education & Experience: Currently pursuing a Bachelor's or Master's degree in Computer Science, Computer Engineering, Information Technology, or a related technical field 1-2 years of programming experience through coursework, academic projects, or relevant hands-on experience Strong academic standing with a minimum GPA of 3.0 on a 4.0 scale Internship Details: Hourly wage: $25.00 per hour Internship Duration: June 8th - August 14th Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-TN1 #LI-hybrid Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what's right, always. Even when it's hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. Flex Time or Paid Time Off and Sick Time Off 401K - 6% Employer Match Medical, Dental, Vision - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This opportunity may lead to selection into a two-year development rotational program following graduation. The Finance Future Leaders Program Data track has the goal to develop future finance leaders by focusing on data and analytics business components that support finance functions, that leverage strong technical skills and strategic thinking ability through mentorship, training modules, regular and timely performance feedback, and stretch projects that focus on driving business improvement and efficiencies. Each rotational assignment will be approximately 8 months in length but may vary based on business need. Participants can expect to have exposure to assignments within data science, decision science, and business analytics. Example Internship Assignments: * Information Stewardship and Data Governance: Leads Finance Information assets and remedies gaps related to Enterprise Data Governance requirements. Builds and implements data monitoring rules using a variety of techniques and tools, supports data management efforts in adherence to USAA internal policies, standards, procedures, and external laws and regulations. * Business Intelligence: Analyzes business problems and incidents using data from internal and external sources to provide insight to analysts and decision makers. Builds specifications for reports and analysis based on business needs and required or available data elements. * Insight Delivery: Within defined guidelines and frameworks, consults with the business to understand and define opportunities and recommends solutions by analyzing data and providing key insights to advise decisions. * Data Science: Within defined guidelines and framework, translates business problems into applied statistical, machine learning, simulation, and optimization solutions to advise actionable business insights and drive business value through automation, revenue generation, and expense and risk reduction. Our internship program lets you showcase your skills, while gaining real-life experience that'll help you jump-start your career. Our interns deliver innovative solutions to real business challenges, while building enduring relationships in a collaborative culture with their manager and an assigned mentor. The internships will be based either at the USAA Corporate Headquarters in San Antonio, TX, or Charlotte, NC, based on business needs. What you'll do: Under direct supervision and following risk and compliance procedures and guidance, you will perform routine work assignments and problem resolution to support other team members tasks, including the following. * Captures business requirements by partnering with customers to define the business problem and data needs. * Ensures that information management practices: Metadata management, Data Quality, Data Lineage, Data Profiling, etc. are coordinated into appropriate business and technology processes in support of the Information Governance policy. * Uses basic knowledge of multiple data structures and sources to support the development and implementation of business intelligence solutions, which may include data visualization, business intelligence, data transformation, or data collection. * Develops partnerships with IT execution teams on the development of analytic infrastructures, data engineering, or related business intelligence enablement efforts. Includes collaborating on the design and implementation of technical standards and governance practices. * Supports the delivery of business insights using machine learning, simulation, and optimization. * Acquires knowledge of data analysis techniques, technologies, and methodologies. Works closely with more senior data scientists to perform hands-on model life cycle related tasks. * Partners with senior team members to develop and deploy models within the Model Development Life Cycle (MDLC) and Model Risk Management (MRM) framework. What you need to have: To qualify, you must be a bachelor's degree or higher degree, from an accredited college or university, in mathematics, computer science statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative discipline. Our 2026 internship will start on May 27, 2026 and last through August 7, 2026. * Graduation date cannot be prior to August 7, 2026 * 0 to 2 years of experience in Information or Data related practices to include: information governance, information management, information architecture, IT, analysis, and reporting. * Foundational experience in one or more dynamic scripted language (Python, R, etc.) and database query language (such as SQL, HQL, NoSQL, etc.) for performing statistical analyses and/or building and scoring AI/ML models. * Foundational knowledge of and experience with the concepts and technologies associated with classical supervised and unsupervised modeling. * Knowledge and/or awareness of business intelligence and data management platforms (Tableau, Business Objects, Snowflake, Hadoop, Netezza). What sets you apart: * Academic concentration in Finance, Business Analytics, Economics, Statistics, Mathematics, Data Science or other quantitative fields * Graduation date in Spring 2027 * Prior relevant internship experience within data and analytics or business analytics Compensation range: The salary range for this position is: $24 - $35 hourly. Interns will receive an intern stipend to assist with expenses. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). USAA views its internship program as a pipeline to possible future employment. This is based on an individual's graduation date, performance, role qualifications, and business need. To be considered for possible future employment opportunities interns must meet the full-time work eligibility requirements for any given role. Thus, interns should ensure their sponsorship status and other provided information is accurately reflected on their intern application. Inadequate completion of your application may render you ineligible for further consideration in the hiring process. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the hourly range based on your experience and market data of the position. The actual hourly rate for this role may vary by location. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. Interns may not be eligible for all benefits, for more details on our outstanding benefits, please visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

WHO WE ARE We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company's first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6's core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets. ABOUT THIS ROLE We are seeking a highly motivated Data Strategy Intern to join our team. This intern will play an integral role in supporting our efforts to refine workflows, analyze data, and help teams execute efficiently. This role combines elements of strategy development, data analysis, and client implementation support-offering you hands-on experience in executing projects at scale. To be considered, you must be able to commit to a 10-week hybrid internship and work 40 hours per week during our summer program Key Responsibilities: Data Analysis and Research: Conduct analysis and research on industry trends, prospects, clients, and competitors Project Management: Support revenue operations projects and manage initiatives that track client revenues & cost allocations, streamline vendor process management, and identify revenue or cost-saving opportunities Process Documentation: Work with stakeholders to collaborate across Product, Business, and Customer Service to develop internal and client-facing policies Process Creation, Optimization, and Automation: Create efficiency-oriented processes to streamline operations Collaboration: Work closely and cross-functionally with members of Sales, Marketing, Finance, Operations, Relationship Management and Solutions teams Education and Experience: Currently pursuing or recently completed a degree in Business Administration, Math, Stats, Econ, Data Analytics, MIS, Information Technology, or a related field. Senior standing, May 2027 graduate Strong analytical skills and attention to detail, with experience in data analysis. Familiarity with SQL. Basic understanding of platform services and metrics creation is a plus. Strong knowledge of Microsoft Excel, Word, and PowerPoint Ability to think strategically and solve problems Strong track record of independent work and leadership ability An analytical mind, willing to continually roll up your sleeves and dig deeper into everything put in front of you Excellent informal and formal written, verbal, and presentation communication skills Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. General interest in Fintech. Preferred Skills: Experience with Claude Agentic AI System Design Data Base Structure Work Environment: This internship operates in an office environment. This internship operates on a hybrid schedule in Austin, TX or Dallas, TX Salary: $25 per hour. #LI-DNI OUR REWARDS We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week. PEAK6 is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at *****************. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. #PEAK6

JobID: 210670470 JobSchedule: Full time JobShift: Day : Join our Incentive Compensation team today! As a Data Analytics and Transformation Associate within the Incentive Compensation team, you will promote operational revolution through data insights, KPI planning, and support automation. You will identify root causes, enhance performance, and support in shaping the future of our team. Join us! In this role, you'll support data-driven decision-making and help improve operational efficiency. You'll assist with data analytics and KPI metric planning, identify opportunities for business improvement, and contribute to transforming processes into more automated and efficient forms. You'll also explore the root causes of daily operational issues and provide insights to enhance performance. This position is ideal for a proactive problem-solver with a keen eye for detail and a passion for using data to promote business success. Key Job responsibilities - * Collaborate in planning and developing comprehensive KPI metrics to align with organizational goals and guide strategic decisions. * Conduct in-depth data analysis to uncover operational issues, identify root causes, and implement solutions for enhanced efficiency. * Streamline daily activities by assessing current processes, support and will be involved in identifying areas for improvement and implementing innovative solutions to boost productivity. * Assist in transforming processes by leveraging existing tools and technologies, support in identifying opportunities for automation, and minimizing manual effort. * Work closely with cross-functional teams to implement data-driven improvements and ensure a smooth transition during process changes. * Utilize SQL for data querying and analysis, ensuring accuracy and integrity. * Actively identify opportunities for continuous improvement and implement innovative solutions to enhance processes and efficiency. * Utilize ServiceNow knowledge to identify the root cause of inquiries and contribute to enhancing customer experience. * Design, develop, and maintain interactive dashboards. * Work with data from legacy systems and adept at integrating data from multiple flat files to develop cohesive solutions for comprehensive analysis and reporting. Required qualifications, capabilities, and skills * Minimum of 3+ years of experience in data analytics and data transformation with strong data driven decision making skills. * Minimum of 2 years in project management and operations , with a proven track record in supporting automation projects and driving process improvements. Skilled in managing and analyzing large volumes of granular data, with the ability to synthesize and interpret complex information. * Expertise in using tools such as Excel, PowerPoint, and Quick Sight or Tableau to translate data into actionable insights and compelling presentations. * Adept at utilizing SQL for efficient data extraction and comprehensive analysis to support informed decision-making. * Experienced with ServiceNow, with the ability to track and streamline inquiries, reducing manual effort and enhancing operational efficiency. * Strong storytelling skills with analytics; able to communicate insights effectively * Team player with ability to meet tight deadlines. * Good verbal and written communication skills. Preferred qualifications, capabilities, and skills * Proactively integrates innovative technologies into day-to-day work, including the use of AI tools like large language models (LLMs), and actively shares with fellow colleagues. * Knowledge of UI path and Alteryx is a preferred. * Basic knowledge of Python * Bachelor's degree in Information Technology, Business, or a related field.

WHO WE ARE We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company's first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6's core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets. ABOUT THIS ROLE We are seeking a highly motivated Data Strategy Intern to join our team. This intern will play an integral role in supporting our efforts to refine workflows, analyze data, and help teams execute efficiently. This role combines elements of strategy development, data analysis, and client implementation support-offering you hands-on experience in executing projects at scale. To be considered, you must be able to commit to a 10-week hybrid internship and work 40 hours per week during our summer program Key Responsibilities: Data Analysis and Research: Conduct analysis and research on industry trends, prospects, clients, and competitors Project Management: Support revenue operations projects and manage initiatives that track client revenues & cost allocations, streamline vendor process management, and identify revenue or cost-saving opportunities Process Documentation: Work with stakeholders to collaborate across Product, Business, and Customer Service to develop internal and client-facing policies Process Creation, Optimization, and Automation: Create efficiency-oriented processes to streamline operations Collaboration: Work closely and cross-functionally with members of Sales, Marketing, Finance, Operations, Relationship Management and Solutions teams Education and Experience: Currently pursuing or recently completed a degree in Business Administration, Math, Stats, Econ, Data Analytics, MIS, Information Technology, or a related field. Senior standing, May 2027 graduate Strong analytical skills and attention to detail, with experience in data analysis. Familiarity with SQL. Basic understanding of platform services and metrics creation is a plus. Strong knowledge of Microsoft Excel, Word, and PowerPoint Ability to think strategically and solve problems Strong track record of independent work and leadership ability An analytical mind, willing to continually roll up your sleeves and dig deeper into everything put in front of you Excellent informal and formal written, verbal, and presentation communication skills Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. General interest in Fintech. Preferred Skills: Experience with Claude Agentic AI System Design Data Base Structure Work Environment: This internship operates in an office environment. This internship operates on a hybrid schedule in Austin, TX or Dallas, TX Salary: $25 per hour. #LI-DNI OUR REWARDS We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week. PEAK6 is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at *****************. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. #PEAK6

Join our Incentive Compensation team today! As a Data Analytics and Transformation Associate within the Incentive Compensation team, you will promote operational revolution through data insights, KPI planning, and support automation. You will identify root causes, enhance performance, and support in shaping the future of our team. Join us! In this role, you'll support data-driven decision-making and help improve operational efficiency. You'll assist with data analytics and KPI metric planning, identify opportunities for business improvement, and contribute to transforming processes into more automated and efficient forms. You'll also explore the root causes of daily operational issues and provide insights to enhance performance. This position is ideal for a proactive problem-solver with a keen eye for detail and a passion for using data to promote business success. Key Job responsibilities - Collaborate in planning and developing comprehensive KPI metrics to align with organizational goals and guide strategic decisions. Conduct in-depth data analysis to uncover operational issues, identify root causes, and implement solutions for enhanced efficiency. Streamline daily activities by assessing current processes, support and will be involved in identifying areas for improvement and implementing innovative solutions to boost productivity. Assist in transforming processes by leveraging existing tools and technologies, support in identifying opportunities for automation, and minimizing manual effort. Work closely with cross-functional teams to implement data-driven improvements and ensure a smooth transition during process changes. Utilize SQL for data querying and analysis, ensuring accuracy and integrity. Actively identify opportunities for continuous improvement and implement innovative solutions to enhance processes and efficiency. Utilize ServiceNow knowledge to identify the root cause of inquiries and contribute to enhancing customer experience. Design, develop, and maintain interactive dashboards. Work with data from legacy systems and adept at integrating data from multiple flat files to develop cohesive solutions for comprehensive analysis and reporting. Required qualifications, capabilities, and skills Minimum of 3+ years of experience in data analytics and data transformation with strong data driven decision making skills. Minimum of 2 years in project management and operations , with a proven track record in supporting automation projects and driving process improvements. Skilled in managing and analyzing large volumes of granular data, with the ability to synthesize and interpret complex information. Expertise in using tools such as Excel, PowerPoint, and Quick Sight or Tableau to translate data into actionable insights and compelling presentations. Adept at utilizing SQL for efficient data extraction and comprehensive analysis to support informed decision-making. Experienced with ServiceNow, with the ability to track and streamline inquiries, reducing manual effort and enhancing operational efficiency. Strong storytelling skills with analytics; able to communicate insights effectively Team player with ability to meet tight deadlines. Good verbal and written communication skills. Preferred qualifications, capabilities, and skills Proactively integrates innovative technologies into day-to-day work, including the use of AI tools like large language models (LLMs), and actively shares with fellow colleagues. Knowledge of UI path and Alteryx is a preferred. Basic knowledge of Python Bachelor's degree in Information Technology, Business, or a related field.

Join our Incentive Compensation team today! As a Data Analytics and Transformation Associate within the Incentive Compensation team, you will promote operational revolution through data insights, KPI planning, and support automation. You will identify root causes, enhance performance, and support in shaping the future of our team. Join us! In this role, you'll support data-driven decision-making and help improve operational efficiency. You'll assist with data analytics and KPI metric planning, identify opportunities for business improvement, and contribute to transforming processes into more automated and efficient forms. You'll also explore the root causes of daily operational issues and provide insights to enhance performance. This position is ideal for a proactive problem-solver with a keen eye for detail and a passion for using data to promote business success. **Key Job responsibilities -** + Collaborate in planning and developing comprehensive KPI metrics to align with organizational goals and guide strategic decisions. + Conduct in-depth data analysis to uncover operational issues, identify root causes, and implement solutions for enhanced efficiency. + Streamline daily activities by assessing current processes, support and will be involved in identifying areas for improvement and implementing innovative solutions to boost productivity. + Assist in transforming processes by leveraging existing tools and technologies, support in identifying opportunities for automation, and minimizing manual effort. + Work closely with cross-functional teams to implement data-driven improvements and ensure a smooth transition during process changes. + Utilize SQL for data querying and analysis, ensuring accuracy and integrity. + Actively identify opportunities for continuous improvement and implement innovative solutions to enhance processes and efficiency. + Utilize ServiceNow knowledge to identify the root cause of inquiries and contribute to enhancing customer experience. + Design, develop, and maintain interactive dashboards. + Work with data from legacy systems and adept at integrating data from multiple flat files to develop cohesive solutions for comprehensive analysis and reporting. **Required qualifications, capabilities, and skills** + Minimum of 3+ years of experience in data analytics and data transformation with strong data driven decision making skills. + Minimum of 2 years in project management and operations , with a proven track record in supporting automation projects and driving process improvements. Skilled in managing and analyzing large volumes of granular data, with the ability to synthesize and interpret complex information. + Expertise in using tools such as Excel, PowerPoint, and Quick Sight or Tableau to translate data into actionable insights and compelling presentations. + Adept at utilizing SQL for efficient data extraction and comprehensive analysis to support informed decision-making. + Experienced with ServiceNow, with the ability to track and streamline inquiries, reducing manual effort and enhancing operational efficiency. + Strong storytelling skills with analytics; able to communicate insights effectively + Team player with ability to meet tight deadlines. + Good verbal and written communication skills. **Preferred qualifications, capabilities, and skills** + Proactively integrates innovative technologies into day-to-day work, including the use of AI tools like large language models (LLMs), and actively shares with fellow colleagues. + Knowledge of UI path and Alteryx is a preferred. + Basic knowledge of Python + Bachelor's degree in Information Technology, Business, or a related field. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

The Performance & Portfolio Data Associate supports GW&K's sales, client service, and investment teams through data analysis, portfolio evaluation, and report preparation. As an integral member of the firm's Enterprise Data & Analytics Group, the role involves using FactSet, Morningstar, and Bloomberg to analyze portfolios, calculate and present strategy characteristics, and ensure data accuracy. This position offers the opportunity to contribute to cross-team projects that enhance reporting, automation, and client engagement. The incumbent will be responsible for managing requests for analytics on client portfolios and GW&K strategies from data input to final review. Responsibilities Analyze existing portfolios of prospective clients and compare/contrast them with proposed GW&K strategies. Support the private wealth channel through assembling asset allocation breakdowns & income projections for both existing & prospective clients. Utilize Bloomberg, FactSet, and Morningstar to properly classify holdings and mutual funds by asset class/type, sector, market capitalization, etc. Ensure accuracy of performance data used in marketing materials and in responses to external requests for performance such as RFPs/RFIs. Utilize performance attribution tools to produce analytical reports for management to evaluate effectiveness of investment decisions and explain performance to clients. Respond to and resolve all follow-up inquiries from sales and client service in a timely and professional manner. Assist with annual GIPS Verification and review all GIPS compliant materials. Assist the Enterprise Data & Analytics Group with various special projects, custom client requests, product and competitor research, and data and automation used in Seismic. Qualifications Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related field 1-3 years of relevant experience in investment performance, client reporting, data analysis, or investment related field Proficiency in Microsoft Excel, including complex formulas and charting Experience with investment analytics and data tools (e.g., FactSet, Bloomberg, Morningstar, eVestment, Eagle, or similar) Basic understanding of databases and query tools (e.g., SQL or Power BI) preferred This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote. The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance. Base Salary Range $73,000-$85,000 USD GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: We are looking for a Data Solutions & Enablement Associate professional to join our team and help unlock the power of data to drive smarter decisions. In this role, you will build and enhance data solutions for analysis and reporting, measure the impact of business tests, and design automation that streamlines processes. Your work will directly support better insights, faster decision-making, and improved efficiency across the organization. This is an opportunity to make a meaningful impact by enabling smarter, data-driven decisions. You'll work with a collaborative team that values innovation, continuous learning, and efficiency. If you enjoy turning data into actionable insights and solutions, we'd love to have you on board. * Develop and maintain data pipelines, reports, and dashboards to support business analysis. * Design and manage champion/challenger testing to evaluate strategies and optimize performance. * Automate recurring data processes to improve speed, accuracy, and efficiency. * Partner with business teams to translate questions into clear analytical approaches. * Ensure data accuracy, integrity, and accessibility for reporting and decision-making. * Monitor and track the performance of implemented solutions, identifying opportunities for improvements. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree or equivalent work experience: Computer Science, Management Information Systems or equivalent field. - Required. * 6+ years of experience in data analytics, business intelligence, or a related field.-Required * Proficiency in SQL and experience working with relational databases. * Hands-on experience with data visualization tools (e.g., Tableau, Power BI, Looker). * Strong analytical skills and ability to design and interpret A/B or champion/challenger tests. * Experience with process automation tools or scripting (e.g., Python, R, Alteryx). * Clear communication skills to explain technical findings to non-technical stakeholders. Certifications: * No Certifications listed for this job. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. * Familiarity with cloud data platforms (e.g., Snowflake, BigQuery, AWS). * Experience in financial services, marketing analytics, or operations optimization. * Background in statistical modeling or machine learning. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $78,750.00 USD Maximum: $130,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: We are looking for a Data Solutions & Enablement Associate professional to join our team and help unlock the power of data to drive smarter decisions. In this role, you will build and enhance data solutions for analysis and reporting, measure the impact of business tests, and design automation that streamlines processes. Your work will directly support better insights, faster decision-making, and improved efficiency across the organization. This is an opportunity to make a meaningful impact by enabling smarter, data-driven decisions. You'll work with a collaborative team that values innovation, continuous learning, and efficiency. If you enjoy turning data into actionable insights and solutions, we'd love to have you on board. * Develop and maintain data pipelines, reports, and dashboards to support business analysis. * Design and manage champion/challenger testing to evaluate strategies and optimize performance. * Automate recurring data processes to improve speed, accuracy, and efficiency. * Partner with business teams to translate questions into clear analytical approaches. * Ensure data accuracy, integrity, and accessibility for reporting and decision-making. * Monitor and track the performance of implemented solutions, identifying opportunities for improvements. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Bachelor's Degree or equivalent work experience: Computer Science, Management Information Systems or equivalent field. - Required. * 6+ years of experience in data analytics, business intelligence, or a related field.-Required * Proficiency in SQL and experience working with relational databases. * Hands-on experience with data visualization tools (e.g., Tableau, Power BI, Looker). * Strong analytical skills and ability to design and interpret A/B or champion/challenger tests. * Experience with process automation tools or scripting (e.g., Python, R, Alteryx). * Clear communication skills to explain technical findings to non-technical stakeholders. Certifications: * No Certifications listed for this job. It Would Be Nice For You To Have: * Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. * Experience in Microsoft Office products. * Familiarity with cloud data platforms (e.g., Snowflake, BigQuery, AWS). * Experience in financial services, marketing analytics, or operations optimization. * Background in statistical modeling or machine learning. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $78,750.00 USD Maximum: $130,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.

Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Processing Associate to join our growing team. Essential Functions: * Communicate with parties to the transaction to update them on loan status * Review loan applications and supporting documentation for completeness and accuracy. * Evaluate credit worthiness by processing loan applications and documentation. * Ensure that all required documents are collected and properly organized. * Operate in accordance with all laws and regulations to meet lending compliance guidelines * Fully cross-trained with Originations Indexing Department to assist with assignments when volume requires assistance * Handle overflow call volume from Originations Customer Care Department * Serve as a point of contact for borrowers, loan officers, and underwriters. * Consistently represent the company in a positive and professional manner. * Communicate with applicants to request additional information or clarify documentation. * Ensure credit denials are processed and sent in a timely manor * Provide consistent updated to management team regarding assignment statuses * Assorted other duties as requested by management Minimum Qualifications: * Experience: 1-2 years' customer service in the finance/mortgage industry * Proven experience in mortgage processing or a related field is advantageous. * In-depth knowledge of loan origination processes and procedures * Skills: Encompass (preferred), MS Office: Excel, Word, Outlook, Able to navigate across network, Windows PC proficient * Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers * Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service * Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices * High school diploma or GED required Physical Demand: * Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. * Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards * Must be able to type, talk, listen, and speak clearly on telephone * Able to sit at a workstation for prolonged periods of time

Job Description Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Processing Associate to join our growing team. Essential Functions: Communicate with parties to the transaction to update them on loan status Review loan applications and supporting documentation for completeness and accuracy. Evaluate credit worthiness by processing loan applications and documentation. Ensure that all required documents are collected and properly organized. Operate in accordance with all laws and regulations to meet lending compliance guidelines Fully cross-trained with Originations Indexing Department to assist with assignments when volume requires assistance Handle overflow call volume from Originations Customer Care Department Serve as a point of contact for borrowers, loan officers, and underwriters. Consistently represent the company in a positive and professional manner. Communicate with applicants to request additional information or clarify documentation. Ensure credit denials are processed and sent in a timely manor Provide consistent updated to management team regarding assignment statuses Assorted other duties as requested by management Minimum Qualifications: Experience: 1-2 years' customer service in the finance/mortgage industry Proven experience in mortgage processing or a related field is advantageous. In-depth knowledge of loan origination processes and procedures Skills: Encompass (preferred), MS Office: Excel, Word, Outlook, Able to navigate across network, Windows PC proficient Excellent verbal and written communication skills, including ability to effectively communicate with internal and external customers Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices High school diploma or GED required Physical Demand: Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards Must be able to type, talk, listen, and speak clearly on telephone Able to sit at a workstation for prolonged periods of time

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU! CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team! Summary Pay Range The pay for this position is $19.00 per hour Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU. Benefits Financial Defined Contribution Plan - 401K Health and Welfare Ability to earn paid time off (Personal Time) Additional Benefits Opportunities to help improve and build the CEFCU of tomorrow through process teams Opportunities to personally contribute to corporate financial literacy and community initiatives Casual days to support local charities On-site fitness center, fitness classes, and wellness program Interns are not eligible for CEFCU-sponsored benefits, other than those required by local, state, and/or federal law. It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.

Due to growth, Triad Financial Services has is adding another Processing Associate to our Underwriting team in Jacksonville, FL. If you have experience providing extraordinary service and want to be part of the team that helps people reach their dream of home ownership, we'd like to talk with you! This is a full time position for our second shift processors (11a-8pm or 12pm-9pm) with an hourly base rate of $15-$16.50, and on top of the base, includes monthly $$ incentives based on volume of loans processed. We have a strong benefits program that includes med/dent/vision insurance, a 401k with corporate matching plan, long-short term disability programs, Paid Time Off + 7 paid holidays. Entry-level, No prior mortgage experience required. Essential Duties and Responsibilities: Responsible for the processing of incoming applications. The accurate and timely encoding of information from applications into the database. Contact the customer for any missing information needed to input the application in a timely manner Pulling and reviewing credit for each applicant. Basic knowledge of each department and providing telephone support to the client base in order to accurately address any and all queries they may have prior to the submission of a loan application. Promptly provide adequate status updates. The resolution of issues raised by the client. Responsible for the timely distribution of pertinent physical documents. Education and/or Work Experience Requirements: Excellent verbal and written communication skills. We communicate with internal and external customers Excellent computer proficiency (MS Office - Word, Excel and Outlook) Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices High school diploma or GED required Triad seeks to not only provide exceptional customer service, but to be a leader in successful employee and company culture, providing our employees with an experience invested in them and dedicated to their professional growth and development. Recently ranked #8 Best Place to Work in Jacksonville in 2021 by the Jacksonville Business Journal, Triad looks to continue to ensure that both customers and employees alike achieve their personal version of success.