Banking and Financial Services Jobs in Audubon Pa Remote

Job Description

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• Preparation of various general ledger journal entries.
  
  

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• Prepare monthly reconciliations for accounts receivable.
  
  
• Prepare monthly or quarterly reconciliations for various other balance sheet accounts.
  
  
• Completion of cash collection schedules for all business written.
  
  
• Calculate state and line of business allocations for losses, premium taxes, commissions, and other expense accounts.
  
  
• Assist in the calculation and reporting of liability treaty reinsurance amounts.
  
  
• Process Concur payments for various Reinsurers.
  
  
• Prepare Ad-hoc reports in excel as needed.
  
  
• Prepare other reconciliations as assigned.
  
  
• Providing additional support with special projects or Audit requests.
  
  
• Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
  
  

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• Bachelor's degree in accounting/finance or equivalent insurance-related work experience is required.
  
  
• Minimum of one year experience in accounting/finance or related field.
  
  
• Strong verbal and written communication skills.
  
  
• Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness.
  
  
• Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously.
  
  
• Strong computer skills, including 2010 Microsoft Office, as well as accounting/GL software (EAS preferred).
  
  

Inside Sales Representative- Entry Level

Location: Chesterbrook, PA

Department: Structured Settlement/Purchasing

Ready to launch your sales career in financial services? JG Wentworth offers a highly awarded sales training program to excel in the Structured Settlement industry. We are looking for highly motivated, energetic individuals who want to learn. See why we have been named the IES Premier Sales Employer award winner from 2020 to 2024 with a nationally recognized training program!

The Inside Sales Account Executive role will call on customers that J.G. Wentworth has identified through our multi-channel marketing platform to offer liquidity for their future payment streams. Ideal candidates will have a strong personality, sense of individuality, and a drive/determination to help others. People skills and empathy are valuable traits that will allow candidates to thrive in a rewarding and prosperous career.

Responsibilities

• Engage customers using warm leads from our existing database through various channels (phone, email, SMS, etc.)
• Build trust with empathy — listen to customers’ personal situations, understand their financial needs, and guide them through structured settlement options.
• Work and collaborate with members of cross-department teams to manage active, in-process business and provide exceptional, responsive customer service.
• Negotiate, deliver, and follow through to completion on client transactions.
• Responsible for achieving monthly KPIs set by management.

Qualifications

We don’t require prior sales experience — just the hunger to win, the empathy to connect, and the work ethic to grow!

• Bachelor’s degree OR prior experience in sales, customer service, or related field
• Strong communication skills — persuasive, confident, and an active listener
• High energy, competitive, and motivated by results
• Ability to think critically, analyze risk, and problem-solve on the spot
• Team player who can also excel independently
• Detail-oriented and professional, with a passion for helping others

The skills mentioned above only describe the essential job functions and are not intended to be a complete list of all duties and responsibilities. All job functions must be performed in accordance with The J.G. Wentworth Company policies and procedures.

Compensation: $40,000 base pay + uncapped commission with annual earning potential upwards of 75,000 and above.

Benefits:

• Full Medical/Vision/Dental Benefits
• 401K with Company Match
• 15 Days PTO
• Paid Vacations & Holidays
• An Unmatched Company Culture
• On-Site Gym & Gym Membership Reimbursement
• Employee Referral Bonuses
• Public Transportation Discounts
• Dog-friendly Office
• Business Casual Dress Code

Start building your career with J.G. Wentworth today!

J.G. Wentworth is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. J.G. Wentworth makes hiring decisions based solely on qualifications, merit, and business needs at the time.

#jgsls

Account Manager - Entry Level

Location: Chesterbrook, PA office- Hybrid schedule

The Entry Level Account Manager position is part of the Debt Resolution side of JG Wentworth. The role is focused around conducting heavy-volume negotiations with creditors in concurrence with the FDCPA (Fair Debt Collection Practices Act) and reaching settlements with the goal of lowering our clients' debt. Ideal candidates will have a strong personality and sense of individuality, and a fervent drive and determination to help others. Honed people skills and empathy are valuable traits that will allow candidates to thrive in a rewarding and prosperous career.

RESPONSIBILITIES

• Show up ready to learn every day as you work towards completing your Account Manager training. After completion and assignment to the department, ongoing training will also be provided.
• Bring a winning attitude as you join a team of Specialists that are among the best in the Debt Resolution industry
• Negotiate, deliver, and follow through to completion on client settlement offers and proposals between the client and the creditor
• Establish and maintain contact with creditors, collection agencies, collection law firms, and debt buyers
• Analyze client portfolios to determine the best strategy to help clients achieve financial freedom as quickly as possible
• Review clients’ banking accounts to determine funds necessary and available to execute the program
• Responsible for achieving monthly KPIs set by management

QUALIFICATIONS

• Bachelors degree or 3 years equivalent work experience
• No previous experience is required – we have a new-hire training program to develop the necessary skills
• Must take company excel assessment
• Strong business acumen and professionalism
• Excellent verbal and written communication
• High energy, competitive, passionate, and motivated to be #1
• Ability to thrive in a fast-paced environment
• Strong problem-solving skills
• Extremely detail-oriented

The skills mentioned above only describe the essential job functions and are not intended to be a complete list of all duties and responsibilities. All job functions must be performed in accordance with The J.G. Wentworth Company policies and procedures.

Account Manager Benefits:

• Full Medical/Vision/Dental Benefits
• 401K with Company Match
• 15 Days PTO
• Paid Holidays
• An Unmatched Company Culture
• On-Site Gym & Gym Membership Reimbursement
• Monthly, Quarterly and Annual Bonuses
• Employee Referral Bonuses
• Public Transportation Discounts
• Company Happy Hours
• Business Casual Dress Code

About Canada Life Reinsurance

Canada Life Reinsurance (CLRe) is a division of Great-West Lifeco Inc. (Lifeco) and a leading provider of client focused reinsurance solutions in the United States, Europe and, more recently, Asia. CLRe offers a range of innovative risk and capital management solutions covering mortality, longevity, health, lapse and investment risk for insurers, reinsurers, and pension funds. CLRe is continuing to expand the reinsurance solutions it offers to new and existing clients in many global markets.

CLRe has offices in Philadelphia, Toronto, Dublin, Bermuda and Barbados. We are comprised of approximately 400 reinsurance professionals, including 110 actuaries and trainee actuaries, generating C$900M earnings per year.

At CLRe we offer a flexible, open and friendly environment where high performance and hard work are recognized and rewarded. We have created an environment where diversity of thought and perspective is embraced and where everyone can bring their full selves to work and feel valued, respected and supported to reach their full potential.

Lifeco and its companies have approximately $2.8 trillion in consolidated assets under administration.

Role Overview

We are seeking a talented and commercially minded senior reinsurance lawyer with 4 – 8 years’ post-qualification experience to join our growing Legal team.

This is a full-time permanent position based in the U.S. While our preference for the position is that the candidate will be based in our Blue Bell, Pennsylvania office on a hybrid working basis (three office days per week), we will consider a more flexible working arrangement for the right candidate.

The role will lead legal support for our US business and offers the opportunity to work on high‑value and sophisticated reinsurance transactions, projects, as well as supporting our US business on other legal matters with the support of external counsel, where necessary.

Experience in the negotiation and drafting of reinsurance treaties is essential.

Responsibilities

• Draft, review, and negotiate a wide range of reinsurance treaties and related contracts, including bespoke agreements to support innovative and industry leading products and solutions.
• Lead and support the negotiation of a wide variety of reinsurance transactions across the US Structured Life, Health and P&C sectors, including quota share, surplus share, excess of loss, CAT, stop‑loss, longevity, mass lapse, financing reinsurance, asset intensive as well as other bespoke structures and retrocession arrangements.
• Provide strategic legal advice on transactional, regulatory, and commercial issues.
• Work with business development teams to design new structures and treaty documents based on term sheets and prepare transaction documents that accurately bind business intentions.
• Work closely with internal stakeholders across Legal, Compliance, Actuarial, Business Development, Underwriting, and Executive teams.
• Provide clear, pragmatic legal advice on regulatory and governance matters.
• Assist with due diligence queries, transaction management, and post‑completion activities.
• Support ongoing legal risk management, policy updates, and corporate governance requirements.
• Oversee and support US compliance matters managed by the US Compliance team.

Education:

• JD from an accredited US law school with admittance to at least one US State bar.

Experience:

• A minimum of 4 years’ reinsurance experience gained in a reputable law firm and/or in‑house legal department.
• Experience in P&C, Health and Structured Life reinsurance transactions.

Skills

• Demonstrated capability in negotiating and drafting transaction agreements and other complex commercial contracts.
• Excellent technical legal skills and the ability to communicate complex concepts clearly.
• Strong organizational and project‑management skills, with the ability to manage multiple workstreams.
• A collaborative working style and confidence in engaging with senior stakeholders.

Knowledge

• Strong understanding of reinsurance, insurance and general corporate and commercial principles.
• Attention to detail and a thorough and analytical mindset.
• Proactive and solution focused approach to problem‑solving.
• Commitment to continuous learning and industry awareness.

What We Offer

A comprehensive benefits package including competitive salaries and bonuses.

A flexible hybrid working model for most of our positions promoting a balanced approach to work.

The opportunity to work on sophisticated, high value and market‑leading reinsurance transactions and to be part of a global company with a strong, internationally recognized brand.

A supportive and collaborative working atmosphere with an emphasis on professional development where staff are supported to flourish and reach their full potential.

Career growth in an expanding business and the opportunity for international travel.

Application Process

Interested candidates are invited to submit a résumé outlining their qualifications and experience and send to

Closing date for applications is Friday 27 March.

Founded in 1988, Hirtle Callaghan has been serving families and nonprofit organizations as their trusted investment office for over 35 years.

Our mission is to strengthen the families and institutions who positively impact the world by protecting and growing their investment assets. Our clients inspire us with their trust, and we know if we do our jobs well, it will mean more scholarships, more programs, more innovation, and more progress.

Hirtle Callaghan pioneered the model of the outsourced Chief Investment Officer (OCIO.) Our structure replicates that of the world’s most successful institutions, which have their own internal investment offices led by a highly qualified Chief Investment Officer. We deliver the same powerful advantages to families and nonprofits who choose to outsource rather than hire and manage investment staff in-house.

As an OCIO, we take an approach that is highly personalized, building customized investment portfolios to meet our clients’ unique goals. In choosing us as an investment partner, our clients gain access to a fully resourced investment office with sophisticated investment capability, purchasing power, access to skilled managers and full transparency.

The Corporate & Private Asset Fund Accountant will join the Finance team and support both the operating company and Hirtle Callaghan’s private asset funds. This role spans corporate accounting, revenue operations, fund accounting oversight, and financial reporting, working closely with the rest of the team to ensure continuity, accuracy, and cross-functional coverage across finance operations.

The ideal candidate brings approximately 4+ years of relevant experience in corporate and/or fund accounting within alternative investments. This position reports to the CFO and works closely with the Director of Fund Administration.

Key Responsibilities

• Execute the full monthly revenue cycle for the operating company.
• Prepare monthly financial statements and reporting packages for the CFO and Management Committee.
• Lead month-end close activities, including journal entries, reconciliations, and variance analysis.
• Coordinate and support annual financial statement audits for both the operating company and private asset funds.
• Partner with third-party tax advisors on quarterly and annual tax reporting and filings for the operating company, private funds, and investors.
• Assist in preparing corporate and fund-level expense and cash flow forecasts.
• Support oversight of third-party fund administrator activities, including:
• Review of investor capital calls and distributions
• Validation of partner allocations
• Monitoring fund expenses
• Review of quarterly portfolio valuations
• Review and summarize private fund transactions, partnering with internal stakeholders and external service providers to ensure accurate and timely accounting packages and reporting.
• Document and enhance internal controls, processes, and accounting procedures.
• Identify opportunities to improve efficiency and automation across finance and fund operations.

Competencies for success:

• Bachelor’s degree in Accounting, Finance, or related field.
• Strong knowledge of GAAP and financial reporting.
• Effective written and verbal communication skills.
• Strong analytical skills with exceptional attention to detail.
• Intellectual curiosity and a desire to build and improve processes.
• Demonstrates initiative and ownership while collaborating effectively within a team environment.
• Flexibility in adapting to changing priorities and deadlines.
• CPA certification or progress toward CPA preferred.
• Familiarity with portfolio management systems (e.g., Burgiss Private I, Advent Black Diamond) preferred.
• Experience with Sage Intacct preferred.
• Proficiency in Excel; advanced modeling skills strongly preferred.
• Experience with Python, VBA, or automation tools is a plus.

At Hirtle, Callaghan & Co., we don’t just accept difference – we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle, Callaghan & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know.

No agencies please.

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.

Entry Level Sales Representative

Location: Chesterbrook, PA office- Hybrid work schedule

If you are a recent college graduate or a sales professional looking to start a career in financial services, YOU CAN STOP YOUR SEARCH!

At JG Wentworth we offer a highly awarded training program with the ability to have uncapped earning potential that can reach $150K and above.

We have an immediate opportunity available for Entry Level Sales Representatives that are highly motivated and looking to build a successful and rewarding career within the Debt Resolution industry. Ideal candidates will have a strong personality, sense of individuality, and a fervent drive and determination to help others. Honed people skills and empathy are valuable traits that will allow candidates to thrive in a rewarding and prosperous career with us.

See why we’ve been named the IES Premier Sales Employer Award Winner of 2020,2021, and 2022!

As a Sales Representative with JG Wentworth you will:

• Show up ready to learn every day as you and your training class work towards earning your IAPDA Certification and become Certified Debt Specialists within 30 days
• Bring a winning attitude as you join a team of Specialists led by Directors and Managers that are among the best in the Debt Resolution industry
• Engage prospects through proactive outreach that have requested debt consolidation solutions through various channels
• Empathize with clients and analyze customer’s financial situations to offer solutions that help our customers achieve financial goals
• Collaborate with members of cross-departmental teams to provide exceptional, responsive service to our customers
• Have a desire for continuous improvement through ongoing coaching and training
• Strive for excellence and achieve or exceed daily metrics and monthly targets while setting our customers up for success
• Ensure all sales transactions adhere to compliance standards
• Quickly build rapport and establish trust with prospective clients
• Manage CRM pipeline and schedule to maximize individual opportunities

We offer:

• Flexible Hybrid work schedule
• Full Medical/Vision/Dental Benefits
• 401K with Company Match
• 15 Days PTO
• Paid Vacations & Holidays
• An Unmatched Company Culture
• On-Site Gym & Gym Membership Reimbursement
• Employee Referral Bonuses
• Public Transportation Discounts
• Business Casual Dress Code

What we are looking for:

• Bachelor’s degree
• Previous sales experience is preferred but not required
• Strong business acumen and professionalism
• Excellent verbal and written communication skills
• High energy, competitive, passionate, and motivated to be #1
• Ability to thrive in a fast-paced environment
• Capability to think critically and analyze risk
• Can work independently and with a team
• Extremely detail-oriented

J.G. Wentworth was founded in 1991 and has built a nationally recognized financial services brand based, in part, due to our 877 Cash Now television commercials, which have become a part of American pop culture. But we are more than a jingle.

J.G. Wentworth has grown to become the leader in Structured Settlement payments, Annuity purchasing, and most recently Debt Resolution. We have expanded our services to meet the unique needs of consumers. Our goal is for our customers to achieve financial freedom and meet their goals.

We are…

• A+ rated from the Better Business Bureau
• IAPDA Certified
• An accredited member of the AFCC as well as the Chamber of Commerce for Greater Philadelphia.
• IES Premier Sales Employer Award Winner of 2020, 2021, and 2022
• Awarded by American Association of Inside Sales Professional (AA-ISP) for our unmatched Coaching Program

Start building your career with J.G. Wentworth today!

J.G. Wentworth is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. J.G. Wentworth makes hiring decisions based solely on qualifications, merit, and business needs at the time.

At Genesis Healthcare, we are dedicated to improving the lives we touch through the delivery of high-quality care and exceptional service. As a leading provider in the long-term care industry, we believe in fostering a collaborative, inclusive and supportive work environment where every team member is valued and empowered to make a difference. Whether you're an experienced professional or just starting your career, we offer opportunities for growth, development, and advancement in a range of roles. Join us in our mission to enhance the well-being of our patients and residents while making a meaningful impact in the communities we serve.

THIS IS AN ON-SITE/IN PERSON OPPORTUNITY
POSITION REQUIRES DAILY TRAVEL 5 DAYS/WEEK TO ASSIGNED NURSING CENTERS AND WITHIN THE LOCAL COMMUNITY SURROUNDING THEM TO BUILD RELATIONSHIPS. ASSIGNED GEOGRAPHIC NURSING CENTERS ARE AS FOLLOWS:

Are you passionate about connecting people in your community with life-changing career opportunities? If you're a natural networker with a knack for identifying talent, then join our team as a Community Recruiter!

The Community Recruiter is responsible for sourcing, engaging, and hiring candidates directly from the community. You will attend local events, participate in job fairs, collaborate with local organizations and educational institutions, and build relationships with potential candidates through grassroots recruitment. 

Position Highlights
*Represent the company in the community by attending events and building partnerships to attract talent and create candidate pipelines. 

*Utilize networking skills and local knowledge to identify and engage potential candidates through nontraditional sourcing strategies that include direct outreach and community engagement.

*Conduct thorough interviews and screenings to assess candidate qualifications, skills, and cultural fit.

*Collaborate with our Corporate Talent Acquisition Department marketing team to create compelling recruitment materials and promote our employer brand within the community.

*Provide a positive and welcoming experience for all candidates, guiding them through the hiring process with transparency and support.

*Track recruitment activities, analyze effectiveness, and provide insights to optimize our community recruitment strategies.

*Bachelor’s degree in Human Resources, Business Administration, or related field (or equivalent experience). 

*At least 2-4 years of experience in recruitment, talent acquisition, or community outreach. 

*Proven ability to source and engage candidates in a variety of settings, including in-person and online. 

*Strong communication and interpersonal skills, with the ability to connect with diverse groups of people. 

*Highly organized, self-motivated, and able to work independently in the field.

*Familiarity with local labor markets and community resources. 

*Willingness to travel frequently within the assigned region. 

*Valid driver’s license and reliable transportation

*Variable compensation plans
*Tuition, Travel, and Wireless Service Discounts
*Employee Assistance Program to support mental health
*Employee Foundation to financially assist through unforeseen hardships
*Health, Dental, Vision, Company-paid life insurance, 401K, Paid Time Off

*Free 24/7 virtual health care provided by licensed doctors for all Anthem medically-enrolled employees and their immediate family members

*On-Demand Pay Program that allows for instant access to a portion of the money you’ve already earned

We also offer several voluntary insurances such as:
*Pet Insurance
*Term and Whole Life Insurance
*Short-term Disability
*Hospital Indemnity
*Personal Accident
*Critical Illness
*Cancer Coverage

Restrictions apply based on collective bargaining agreements, applicable state law and factors such as pay classification, job grade, location, and length of service.

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.