Banking and Financial Services Jobs in Albany New York Remote

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.

• Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism
• Determine customer needs, explain and sell products and services
• Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience
• Telephone customers to schedule sales appointments and promote products suitable to the customer's needs
• Participate in branch prospecting efforts and sales initiatives
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
• Ability to understand directions and adhere to established policy and procedures
• Able to remain focused and organized to successfully complete responsibilities
• Actively participate in branch meetings and training to enhance knowledge and development of skills
• Other related duties as assigned or directed

• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Education, Training and Skills Requirements:

• High School Diploma or GED required
• Excellent interpersonal and communication skills
• Accurate and proficient math skills
• Documentation skills with attention to detail
• Clear thinking and ability to remain focused
• Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
• Internal product knowledge and teller training (provided after hire)

Experience/Other:

• Two (2) years of customer service and/or banking normally required
• All applicants must be 18 years of age or older.

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, 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, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

The Commercial Banking intern will join our dynamic Commercial Banking team and play a vital role in supporting the department's daily operations. This entry-level position will provide valuable hands-on experience and an opportunity to gain in-depth knowledge of Commercial Banking functions. As a Commercial Banking intern, you will be involved in various aspects of Commercial Banking, assisting with credit department tasks, customer interactions, treasury management and other Commercial Banking initiatives. This internship is designed to provide a well-rounded and immersive experience, allowing you to develop a comprehensive understanding of Commercial Banking practices and contribute to the success of our Commercial Banking team.

• Support the Commercial Banking team in various departments including: CRE Banking and Capital Markets, Middle Market Banking, Business Banking, Treasury Management and Credit Department.
• Participate in the Commercial Banking team sales meetings, customer and prospect calls as appropriate.
• Assist in portfolio maintenance for the Middle Market banking team.
• Supports the market Treasury Management team with activities related to the various Treasury Management functions, such as preparing ACH documents, developing account management strategies and service for business banking customers.
• Assist the Credit Department with financial statement spreads and analysis in order for the Banking team to make loan decisions.
• Work with the commercial banking coordinators and shadow them.
• Supports the Banking team with ad hoc requests or Commercial Banking projects as needed

Education, Training and Requirements:

• Driven college student pursuing a Bachelor's degree in Banking, Treasury Management, Credit Administration or a related field.
• All applicants must be 18 years of age or older.

Skills:

• Strong written and verbal communication skills, with the ability to communicate professionally and tactfully with employees at all levels of the organization.
• Demonstrated ability to handle confidential information with discretion and maintain high ethical standards.
• Knowledge of labor laws and regulations is preferred but not required.

Experience:

• A genuine interest in pursuing a career in Banking, demonstrated through coursework, previous internship experience, or relevant banking or accounting related activities.

Hours: 40hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, 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, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

ARotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.

• Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism
• Determine customer needs, explain and sell products and services
• Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience
• Telephone customers to schedule sales appointments and promote products suitable to the customer's needs
• Participate in branch prospecting efforts and sales initiatives
• Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
• Serve as a liaison between customer and operational areas
• Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
• Ability to understand directions and adhere to established policy and procedures
• Able to remain focused and organized to successfully complete responsibilities
• Actively participate in branch meetings and training to enhance knowledge and development of skills
• Other related duties as assigned or directed
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner
• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Education, Training and Skills Requirements:

• High School Diploma or GED required
• Excellent interpersonal and communication skills
• Accurate and proficient math skills
• Documentation skills with attention to detail
• Clear thinking and ability to remain focusedMust be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
• Internal product knowledge and teller training (provided after hire)

Experience/Other:

• Two (2) years of customer service and/or banking normally required
• All applicants must be 18 years of age or older.

Hours: 37.5 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, 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, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Insurance Management Associate

New York City, Remote

Salary to $160K plus benefits

Our client is an insurance firm, who are now expanding their offices and now searching for an experienced risk management professional, who could have an interest to work for an insurance risk management firm to assist in driving the growth of the business.

Duties Include:

• Monitor investigations, reviewing insurance policies, analysis of statistical data related to providing all aspects of compliance or risk management for commercial lines, marketing, underwriting, audits, new coverage initiatives, underwriting issues, broker liaison, improving internal policies and procedures as well as presenting to smaller groups of professionals
• Manage national clients related to property and casualty and liaising with brokers
• Manage risk management process from start to finish
• Troubleshoot all settlements, fraud, subrogation, liens and resolutions related risk
• Assist with implementation of new policies and procedures for clients
• Work under little supervision
• Manage target budgets and minimizing risk of financial loss to the company.

Candidate Should Possess:

• At least 8 years+ of property and casualty insurance sector, working for a broker, consulting or law firm
• CPCU or ARM certification is helpful
• Strong written and verbal skills with above average computer skills
• Experienced in contract reviews/revisions and negotiating with brokers
• Comfortable to work in a smaller team-oriented environment
• Strong adherence to new policies and procedures directed by senior management.

This is a great opportunity for an insurance professional, looking for a quality of work/life balance, working with a great group of professionals. The company likes to promote from within and there is extensive ongoing training and career progression. Should you feel you meet the above criteria, please send a detailed cover letter (stating current salary and salary expectations) to:

Paul Feeney

Managing Director

Sanford Rose Associates – Wayne

Pest Control Branch Manager (All Locations)

Locations:

• Albany
• NYC
• Hudson Valley
• Long Island
• Fairfield County Connecticut

Reports to: VP of Operations

Pay: $80,000 - $100,000 annual DOE and Location

Position Overview

The Branch Manager is responsible for leading all aspects of Sales and Services for their assigned location.

The Branch Manager is accountable for all facets of the operation to include team leadership, staffing, training and development, customer satisfaction and retention, service delivery, operational efficiency, and new business development.

Organizational Relationships:

The Branch Manager reports to the Vice President, Operations. Reporting to the Branch Manager are Field Supervisors and through them, Pest Control Technicians.

Duties/Responsibilities:

• Managing branch P&L – monitoring financial performance and expenses, driving growth, ensuring revenue and profit plans are achieved.
• Manage branch for achievement of Key Performance Indicators (KPI) to include Revenue, EBITA, and Customer NPS Survey Scores. Additional targeted metrics include customer retention, portfolio value, technician utilization and efficiency, employee turnover and technician accident rate.
• Directly managing the branch field supervisors, and through them, the field technicians.
• Oversees Service operations along with the Field Supervisor.
• Recruit, interview, hire and train branch staff.
• Monitoring regulatory compliance, quality control standards and ensure safety.
• Partner with sales staff on sales plans and forecasts associated with their branch.
• Ensures alignment with the company business model and guidelines, including implementing company programs and initiatives.
• Lead, motivate and manage team members to deliver exceptional service for our customers.
• Resolve customer complaints and issues promptly and professionally to ensure customer satisfaction.
• Responsible for the employee performance review process to include evaluation of staff performance. Makes recommendations and administers corrective actions consistent with company policy.
• Prepare and conduct team meetings.
• Occasional travel to other branches and corporate office Locations.

Experience, Education, and Skills Required

• Education: Bachelor's degree in business administration, or a related field required.
• Experience: 5 + years' experience managing a portfolio of business with Profit & loss ownership and experience leading a team.
• Background in in Pest Control, Termite, and/or Wildlife control a plus.
• Proficient in Microsoft Office Products (Word, Excel, PowerPoint, etc.)
• PestPac experience a plus.
• Good problem-solving, critical thinking and decision-making skills.
• Exceptional organization, time management and multitasking abilities.
• Keen attention to detail.
• Exceptional interpersonal, customer service, problem-solving, as well as verbal and written communication skills.

Why work for JP McHale Pest Management?

We offer:

HEALTH BENEFITS

• Medical, dental and vision coverage
• Company-paid life insurance
• Company-paid short-term disability
• Optional supplemental benefits
• Enrollment eligibility begins first of the month following date of hire

FINANCIAL ASSURANCE

• 401(k) plan with company match
• Weekly pay
• Convenient direct paycheck deposit
• Team Member reward and recognition program

AND MORE

• Eight (8) paid holidays
• Paid Time Off
• Team Member referral bonuses
• Opportunities to participate in community events

At Anticimex, we are driven by our Purpose: To Prevent and Protect. Join us in transforming the world into a healthier, safer place through innovative and sustainable pest control solutions!

**Equal Opportunity Employer**

** We are an equal opportunity (M/F/V/D) employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristics protected by law. **

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

• Growth opportunities to uplevel your career
• A people-centric culture embracing and celebrating diverse perspectives, backgrounds, and experiences within our team
• Competitive compensation and comprehensive benefits focused on well-being
• An opportunity to shape the future of health care by joining a team recognized as a Best Place to Work For in the NY Capital District, one of the Best Companies to Work For in New York, and an Inclusive Workplace.

• Work with the business to understand needs, goals, strategies, and challenges, and how to help prioritize opportunities for improvement
• Support the business in developing accurate budget and forecast projections for expense, capital, and headcount
• Track actual performance versus budget/forecast and ensure business and finance leadership understand significant variances
• Support business in ROI analysis while always constructively reviewing and refining business partner assumptions
• Actively lead key department processes and support leadership in mentoring teammates and driving cross-functional process improvements
• Actively participate in month/year-end close processes to ensure accurate internal and external financial reporting
• Proactively make recommendations based on data and analysis, and identify opportunities for efficiencies.
• Maintain strong partnerships with FP&A reporting team and senior business leaders across finance organization
• Effectively prioritize business problems based on urgency and relevance
• Clarify decision trade-offs to internal customers
• Other duties as assigned

• A curious and strategic mindset that drives a proactive and data-driven approach to problem solving
• Excellent verbal and written communication skills and ability to the story behind the numbers in terms business partners understand
• Advanced MS Excel, Word, and PowerPoint skills
• Advanced financial modelling skills
• Strong knowledge of GAAP and Financial principles
• Ability to develop a strong understanding of the business
• Ability to build partnerships, influence decisions and work in a collaborative style
• Takes initiative and executes independently

• Growth opportunities to uplevel your career
• A people-centric culture embracing and celebrating diverse perspectives, backgrounds, and experiences within our team
• Competitive compensation and comprehensive benefits focused on well-being
• An opportunity to shape the future of health care by joining a team recognized as a Best Place to Work For in the NY Capital District, one of the Best Companies to Work For in New York, and an Inclusive Workplace.

• Work with the business to understand needs, goals, strategies, and challenges, and how to help prioritize opportunities for improvement
• Support the business in developing accurate budget and forecast projections for expense, capital, and headcount
• Track actual performance versus budget/forecast and ensure business and finance leadership understand significant variances
• Support business in ROI analysis while always constructively reviewing and refining business partner assumptions
• Actively participate in month/year-end close processes to ensure accurate internal and external financial reporting
• Effectively communicate the story behind the numbers in terms business partners understand
• Proactively make recommendations based on data and analysis, and identify opportunities for efficiencies and improvements
• Maintain strong partnerships with FP&A reporting team and senior business leaders across finance organization
• Effectively prioritize business problems based on urgency and relevance
• Clarify decision trade-offs to internal customers
• Other duties as assigned

• A curious and strategic mindset that drives a proactive and data-driven approach to problem solving
• Excellent verbal and written communication skills
• Advanced MS Excel, Word, and PowerPoint skills
• Advanced financial modelling skills
• Strong knowledge of GAAP and Financial principles
• Ability to develop a strong understanding of the business
• Ability to build partnerships, influence decisions and work in a collaborative style
• Takes initiative and executes independently

• Growth opportunities to uplevel your career
• A people-centric culture embracing and celebrating diverse perspectives, backgrounds, and experiences within our team
• Competitive compensation and comprehensive benefits focused on well-being
• An opportunity to shape the future of health care by joining a team recognized as a Best Place to Work For in the NY Capital District, one of the Best Companies to Work For in New York, and an Inclusive Workplace.

• A bachelor's degree in project management or an equivalent combination of education and related experience will be considered in lieu of a degree
• The availability to work full-time following a hybrid schedule of three in-office days per week
• Minimum of 3 years' experience successfully leading and managing high-performing Agile/Scrum teams
• Experience in Agile/Scrum collaboration methodologies and tools (such as Microsoft ADO)
• Technical acumen and health care knowledge preferred. Scrum Master Certifications preferred (PSM, CSM, SSM)
• Curiosity to foster innovation and pave the way for growth
• Humility to play as a team
• Commitment to being the difference for our customers in every interaction

• Serve as the Scrum Master for multiple member experience Scrum teams utilizing Agile practices and methodologies
• Prepare for and facilitate daily Scrum meetings, bi-weekly Sprint Planning, Sprint Review, Retrospective, Backlog Refinements and planning poker sessions with Scrum teams
• Facilitate and coordinate development releases across Scrum teams and other technical/business areas
• Curiosity and motivation to help enhance and automate new and existing business processes. Triage production support incidents and work with Technical Product Owners for prioritization
• Maintain team metrics for analysis to help inform upcoming projects
• Provide input to quarterly release planning using team capacity and skillset information
• Foster transparency and communication across teams and departments to remove obstacles and encourage collaboration
• Support the Scrum teams to complete their tasks while holding them accountable to complete their sprint goals
• Ability to work on multiple projects under time constraints. Strong communication skills, both verbal and written, and an ability to interact with all levels in the organization
• Possess a strong sense of accountability and urgency in delivering projects and completing assignments
• Contribute to our humble pursuit of excellence by performing various responsibilities that may arise, reflecting our collective goal of enhancing healthcare delivery and being the difference for the customer.

Life Insurance Signature / Authority Limits

1M Signature / 5M Authority.

• PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.

  PLEASE NOTE: ONLY APPLICANTS WITH INDIVIDUAL LIFE UNDERWRITING EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.

Job Summary

Builds relationships with Financial Advisors and internal partners. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.

Primary Duties & Responsibilities:

Field & Client Experience

• ​Responsible for credible and effective relations and communication with field and customer to include responding to case appeals/inquiries and assists with placing business.

• Provides guidance and assistance to the Northwestern Mutual Financial Network and Financial Representatives regarding case underwriting and risk appraisal

• Responsible for prescreen inquiries.

Underwriting

• Responsible for the analysis and appraisal of a broad range of insurance applications; approves, classifies, or declines applications for various ages and policy amounts with guidance, as needed.​

• Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes. ​

• Develops and demonstrates change agility while maintaining mortality and morbidity expectations. ​

• Demonstrates continuous learning through the early adoption of new ways of underwriting. ​

• Develops proficiency with Reinsurance programs and determining where to best place a case.

• Underwrites applications, maintaining industry-leading mortality and morbidity giving the best possible offer that can be made. Provides active case and requirement management and provides customized service with guidance. ​

• Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement. ​

• Develops proficiency in financial, medical, and lay underwriting assessments and provides innovations solutions to keep Northwestern Mutual as the choice of our customers.

• Actively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance.

• Discusses cases with peer reviewers with medical and technical staff, as needed. ​

• Understands and meets all quality, service, and production goals​.

• Solves issues & escalations, with guidance as needed. ​

• Partners with Underwriting Support for case management

Cross-functional leadership

• May serve as underwriting representative for improvement in product process w/collaboration w/functional partners. ​Participates in other projects as needed.

Qualifications

• A bachelor's degree or equivalent combination of education and experience is preferred.

• 1.5 years of traditional underwriting experience.

• Analytical skills with the ability to make independent decisions and apply sound judgment in the application of rules.

• Excellent written and oral communication skills with the ability to handle confidential information, and exercise tact, diplomacy, and resourcefulness.

• Proficient in computer skills and using various software packages.

• Ability to work accurately while maintaining speed and flexibility in a team and independent production environment.

• Highly organized with the ability to establish priorities and meet deadlines.

• Displays agility to manage multiple tasks​ and adapt in a changing work environment.

• #LI-Remote or LI-Hybrid

Compensation Range:

Pay Range - Start:

Pay Range - End:

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Information Gathering (NM) - Intermediate, Underwriting Practices (NM) - Intermediate, Information Optimization (NM) - Intermediate, Insurance Acumen (NM) - Intermediate, Technology Adaptation (NM) - Intermediate (Inactive), Underwriting Ecosystem (NM) - Intermediate, Mortality, Morbidity, & Risk Analysis (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Learning Agility (NM) - Intermediate (Inactive), Adaptive Communication (NM) - Intermediate, Reasoning (NM) - Intermediate, Decision Making (NM) - Intermediate, Negotiation & Managing Objection (NM) - Intermediate, Consulting (NM) - Advanced, Attention to Detail (NM) - Intermediate, Change Adaptability (NM) - Intermediate, Customer Support (NM) - Intermediate, Data Application (NM) - Intermediate

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

Do you desire a Change? Check out Diamond where we to blend hard work and FUN!

Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.

Position Summary:

Mortgage Originator originates all first mortgage, 1st lien, home equity, and HELOC applications for members and potential members, properly identifying the appropriate product based on member's needs, objectives, and circumstances.

Supervisory Responsibilities:

No direct reports

Essential Functions:

• Take complete and accurate mortgage, 1st lien, Home Equity, and HELOC loan applications for all real estate loan requests, following applicable regulations, policies, procedures, and guidelines.
• Manage individual application pipelines and assist in collecting additional processing documents as needed. Assist in managing pipelines of team members as needed.
• Assist in achieving overall departmental and individual goals by delivering real estate loans per the established service standards of delivery.
• Communicate with all parties concerning the processing loan applications including borrowers/buyers, realtors, builders, inspectors, etc.
• Negotiate terms and conditions of real estate loans with borrowers.

Required Skills / Abilities:

• Demonstrated dedication to positive, member-focused service.
• Must meet loan originator standards under the Truth in Lending Act.
• Ability to meet all standards under the SAFE Act and be registered as a mortgage loan originator through the NMLS
• Ability to pass FBI background check.
• Strong interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
• Strong sales skills.
• Ability to function well in a high volume, fast paced environment.
• Ability to work through member situations and provide effective and accurate resolutions.
• Strong organizational skills and attention to detail.
• Proven ability to meet deadlines.
• Proficient with Microsoft Office Suite and mortgage origination systems.
• Ability to travel.
• Ability to network with realtors if the opportunity presents itself.
• Ability to participate in member educational activities.
• Knowledge and understanding of different loan types and products.

Education / Experience:

• Bachelor's degree in business administration or related discipline or equivalent experience.
• Three plus years of real estate lending origination experience, specifically conventional mortgage origination following Fannie Mae or Freddie Mac guidelines.
• Two plus years real estate lending origination experience, specifically in home equity and HELOC origination, with demonstrated sales experience.
• Experience in using an automated loan origination systems including automated underwriting platforms.
• Working knowledge of standard real estate products in the industry and strong knowledge of underwriting guidelines and regulations.
• Experience with government programs such as FHA/VA is a plus.

Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.

Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.

Position Summary:

Compliance Officer facilitates the Credit Union's compliance strategy and reviews changes in regulations to ensure compliance with all credit union related laws and regulations. Responsible for the development and maintenance of the institution's compliance management system and it ensures that all required compliance related policies and procedures are enforced and reviewed periodically for adequateness.

Supervisory Responsibilities:

No direct reports.

Essential Functions:

• Monitor and analyze developing trends and changes in regulatory compliance laws, rules, and regulations. Facilitate implementation of new and regulatory changes as necessary.
• Develop, participate in, and review proposed changes to Credit Union policies and procedures for compliance with applicable rules and regulations.
• Perform research and provides input regarding compliance matters relevant to the products and services offered, including marketing and promotional materials, website, lending documents, and member disclosures.
• Oversee the completion and submission of required Bank Secrecy Act regulatory reports including Suspicious Activity and Currency Transaction Reports.
• Coordinate procedures for compliance with OFAC, FinCEN, and other government watchlist scans.
• Coordinate, test and update the Credit Union's business continuity plan.

Required Skills / Abilities:

• Demonstrated dedication to positive, member-focused service.
• Advanced research, analytical and problem-solving skills.
• Advanced interpersonal and communication skills to ensure personnel or member related issues are handled in a fair, consistent manner.
• Ability to travel.

Education / Experience:

• Bachelor's degree in business, related discipline, or equivalent experience.
• Four plus years of compliance experience in the financial industry.

Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.

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

We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.

This position is remote eligible. However, you must currently live in California.

What you'll do:

• Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.

• Participates in the development of fraud prevention strategies.

• Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

• Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.

• Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.

• Makes recommendations within defined authority guidelines.

• Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.

• Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.

• May serve as a resource team member on specific matters through demonstrated skill or training.

• Assists with the delivery of fraud awareness training initiatives in a defined environment.

• Handles CAT duty responsibilities as business requires.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

• Minimum High School Diploma or General Equivalency Diploma (GED).

• 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.

• Proven investigatory skills.

• Experience obtaining statements from various parties to incidents, witnesses, and suspects.

• Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.

• Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.

• Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.

• Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

• SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.

• Strong multi-line SIU experience

•  Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.

• US military experience through military service or a military spouse/domestic partner

Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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.

For more details on our outstanding benefits, visit our benefits page on

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.

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

We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.

This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.

What you'll do:

• Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.

• Participates in the development of fraud prevention strategies.

• Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

• Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.

• Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.

• Makes recommendations within defined authority guidelines.

• Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.

• Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.

• May serve as a resource team member on specific matters through demonstrated skill or training.

• Assists with the delivery of fraud awareness training initiatives in a defined environment.

• Handles CAT duty responsibilities as business requires.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

• High School Diploma or General Equivalency Diploma (GED).

• 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.

• Proven investigatory skills.

• Experience obtaining statements from various parties to incidents, witnesses, and suspects.

• Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.

• Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.

• Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.

• Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

• SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.

• Strong background with multi-line SIU investigations

• Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.

• US military experience through military service or a military spouse/domestic partner

Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.

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, F-1, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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.

For more details on our outstanding benefits, visit our benefits page on

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.

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

We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.

This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.

What you'll do:

• Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.

• Participates in the development of fraud prevention strategies.

• Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

• Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.

• Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.

• Makes recommendations within defined authority guidelines.

• Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.

• Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.

• May serve as a resource team member on specific matters through demonstrated skill or training.

• Assists with the delivery of fraud awareness training initiatives in a defined environment.

• Handles CAT duty responsibilities as business requires.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

• High School Diploma or General Equivalency Diploma (GED).

• 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.

• Proven investigatory skills.

• Experience obtaining statements from various parties to incidents, witnesses, and suspects.

• Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.

• Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.

• Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.

• Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

• SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.

• Strong background with multi-line SIU investigations

• Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.

• US military experience through military service or a military spouse/domestic partner

Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.

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, F-1, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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.

For more details on our outstanding benefits, visit our benefits page on

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.

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

We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.

This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.

What you'll do:

• Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.

• Participates in the development of fraud prevention strategies.

• Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

• Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.

• Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.

• Makes recommendations within defined authority guidelines.

• Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.

• Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.

• May serve as a resource team member on specific matters through demonstrated skill or training.

• Assists with the delivery of fraud awareness training initiatives in a defined environment.

• Handles CAT duty responsibilities as business requires.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

• High School Diploma or General Equivalency Diploma (GED).

• 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.

• Proven investigatory skills.

• Experience obtaining statements from various parties to incidents, witnesses, and suspects.

• Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.

• Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.

• Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.

• Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

• SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.

• Strong background with multi-line SIU investigations

• Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.

• US military experience through military service or a military spouse/domestic partner

Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.

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, F-1, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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.

For more details on our outstanding benefits, visit our benefits page on

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.