✓ Banking and Financial Services ✕ Clear

Banking and Financial Services Jobs in Dallas Tx Remote

113 positions found

Fund Formation Attorney
✦ New
Salary not disclosed
Dallas, TX 1 day ago

Fund Formation Attorney

Location: Dallas, TX (Hybrid)


A global investment management firm with an international footprint is seeking a Fund Formation Attorney to join its in-house Legal Department. The firm manages a diversified portfolio of private funds and client accounts and maintains a collaborative, low turnover culture. This role offers the opportunity to support private fund formation, investor relations activity, and regulatory matters across a complex investment business.

As part of the legal and compliance function, you will work closely with teams across the organization, including Investor Relations, Compliance, and both front and back-office personnel. This is a strong opportunity for an attorney who enjoys intellectually rigorous work and wants to contribute to a high performing in-house legal team.


Key Responsibilities

  • Prepare, review, and support the development of private fund offering documents and related materials, including:
  • Private placement memoranda
  • Governing agreements
  • Subscription documents
  • Side letters
  • Intercompany agreements connected to fund management
  • Prepare, review, and assist with documentation for separate client accounts, including investment management agreements and investment guidelines
  • Partner with the Investor Relations team to prepare and review marketing materials, investor communications, disclosures, and reports
  • Assist with understanding and applying U.S. and non U.S. regulatory requirements relevant to the marketing and offering of private funds in multiple jurisdictions
  • Provide legal and regulatory support for private funds and client accounts and assist the Compliance Department with matters arising under the compliance program
  • Support a wide range of legal and regulatory matters across the business and provide guidance to internal teams as needed


Candidate Profile

  • Licensed attorney in good standing with the Texas Bar or equivalent
  • Minimum of 4 years of experience in investment management or fund formation at a major law firm or investment management firm
  • Strong knowledge of U.S. securities laws relating to investment funds
  • Strong academic credentials and organizational skills
  • Self motivated and capable of operating effectively in a fast paced and high stakes environment
  • Strong oral and written communication skills
Not Specified
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Sr. Financial Analyst
Salary not disclosed
Dallas 2 days ago
Our client in the Dallas area is seeking a Senior Financial Analyst to support their Finance Department! The Senior Financial Analyst will have experience in the following.

Duties and responsibilities include: Track and analyze capital expenditures (CAPEX) and operating expenses (OPEX) across multiple business units Develop and maintain financial models and variance reports for management Support month-end close by preparing financial accruals and ensuring accuracy in reporting Analyze monthly financial performance and provide insight on projections Develop forecasts and identify cost-saving opportunities within the technology function Collaborate with leadership during budget planning and performance reviews Requirements: Experience with both CAPEX and OPEX is strongly preferred Large ERP experience is required (SAP, Oracle, etc.) Bachelor's degree in Accounting, Finance, or related field is required Advanced Microsoft Excel (pivot tables, v/xlookups, macros, etc.) required Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment.

This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting .

Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.

Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill.

Employing the Future™
Not Specified
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Loan Sales Specialist - Cedar Crest / Bishop Arts
Salary not disclosed
Dallas, Texas 2 days ago

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

  • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
  • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
  • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
  • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
  • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
  • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:

  • High School Diploma or GED

Preferred:

  • Sales, Collections or Customer Service experience
  • Bilingual - Spanish

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
  • Up to 4% matching 401(k)
  • Employee Stock Purchase Plan (10% share discount)
  • Tuition reimbursement
  • Paid time off (15 days' vacation per year, prorated based on start date)
  • Paid sick leave as determined by state or local ordinance (prorated based on start date)
  • 11 Paid holidays (4 floating holidays, prorated based on start date)
  • Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

Not Specified
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Personal Loan Consultant
🏢 OneMain Financial
Salary not disclosed
Dallas, Texas 2 days ago

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

  • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
  • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
  • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
  • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
  • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
  • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:

  • High School Diploma or GED

Preferred:

  • Sales, Collections or Customer Service experience
  • Bilingual - Spanish

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
  • Up to 4% matching 401(k)
  • Employee Stock Purchase Plan (10% share discount)
  • Tuition reimbursement
  • Paid time off (15 days' vacation per year, prorated based on start date)
  • Paid sick leave as determined by state or local ordinance (prorated based on start date)
  • 11 Paid holidays (4 floating holidays, prorated based on start date)
  • Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

Not Specified
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Account Executive
Salary not disclosed
Dallas, TX 2 days ago

About Frontlands:

Frontlands is revolutionizing how owners of US-based mineral rights access the value of their assets without the need to sell. Just as a home equity loan unlocks the value of a home, we provide property interest owners with liquidity options that allow them to retain full ownership of their rights. Our mission is to help these owners, many of whom face financial challenges, leverage their assets in a way that provides them with flexibility, financial security, and long-term benefits, all while maintaining control of their valuable property interests.


We are looking for a motivated and customer-focused Account Executive to join our team. This role is vital in ensuring a seamless onboarding process, maintaining excellent communication with customers, and delivering top-notch support throughout their journey with Frontlands. This is a high-touch, revenue-impacting role not a passive support function.


Key Responsibilities


Own the Deal Cycle

  • Manage qualified opportunities through underwriting, documentation, and funding.
  • Drive pipeline velocity and proactively move deals forward to close.
  • Maintain consistent follow-up cadence and eliminate bottlenecks.
  • Partner closely with underwriting and operations to ensure clean execution.


Revenue & Pipeline Management

  • Manage your pipeline in HubSpot with accuracy and discipline.
  • Track close rates, responsiveness, and cycle times.
  • Maintain high standards for performance and accountability.
  • Identify and overcome objections to help customers confidently move forward.


Customer Education & Advisory

  • Educate customers on Frontlands’ Mineral Line of Credit using familiar HELOC-style concepts (draw mechanics, interest, repayment).
  • Serve as a trusted advisor, guiding customers through structure, documentation, and funding.
  • Build strong relationships that foster trust and long-term engagement.


Closing & Funding

  • Lead closing conversations and ensure customers fully understand their agreements.
  • Review documentation for completeness and accuracy prior to funding.
  • Coordinate lien filings and collateral perfection with internal/legal teams.
  • Manage releases for paid or closed loans.


Ongoing Relationship Management

  • Own the customer experience from application through funding and beyond.
  • Identify opportunities for renewals, additional draws, or expanded product use.
  • Provide responsive, high-touch service throughout the customer lifecycle.


What We’re Looking For:

  • Bachelor’s degree or equivalent experience in a related field.
  • 4+ years experience in sales, account management, or customer-facing lending roles with direct impact on close rates.
  • Strong understanding of loan processes and documentation requirements.
  • Exceptional verbal and written communication skills.
  • Proactive problem-solving abilities with a customer-first mindset.
  • Comfortable managing multiple tasks and deadlines.
  • Proficiency with CRM (Hubspot) tools and other customer support technologies is a plus.
  • Preferred experience in HELOCs, consumer lending, mortgage, or specialty finance products.
  • Notary commission strongly preferred.


What We Offer:

  • Comprehensive benefits package, including 100% employer-paid health, dental, and vision insurance.
  • Opportunities for professional development and growth within a rapidly scaling company.


Join Frontlands and help redefine the future of customer experience in financial technology!

Not Specified
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Customer Accounts Advisor
Salary not disclosed
DALLAS, Texas 5 days ago

Customer Accounts Advisor


The salary range for this role is $13.25 to $14.00 per hour*. This position is also eligible for incentive pay based on performance.


 


Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face-to-face to help bring them one-step closer to ownership. 

Skills for Success  
Customer Account Advisors can connect and relate well to people, demonstrate empathy, listen attentively, explain things simply and easily, and successfully navigate difficult conversations. Strong multi-tasking, organizational, negotiation and persuasion skills are necessary. Like all Aaron’s team members, they share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life. 

The Work  



  • Attainment and upkeep of customers’ accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments.
  • Direct contact with customers who have not renewed their Lease agreement(s) both in home visits and over the phone 
  • Sell customers on the benefits of timely lease agreement renewal payments 
  • Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goals 
  • Assist with merchandise returns and guest deliveries as directed by management 
  • Clean and certify merchandise in the Quality Assurance Center for all items personally returned 
  • Complete and maintain weekly vehicle maintenance sheet and route sheets daily 
  • Load, secure and protect product in company vehicle 
  • Safely operate company vehicle 
  • Assist the Sales Team as needed
  • Any reasonable duties requested by management 

Requirements



  • United States at least 21 years old with a valid state Driver’s License and compliance with the Company’s Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.   
  • Must meet DOT requirements to obtain certification in required states (United States)
  • Ability to work schedule of hours varying from 8 am to 9 pm
  • Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
  • Two years of retail/customer service experience preferred
  • High School diploma or equivalent preferred
  • Excellent interpersonal and communication skills
  • High energy with the ability to effectively perform all functions of the store and multitasking effectively
  • Proper telephone etiquette
  • Uphold the Aaron’s Brand and protect company assets
  • Maintain a professional appearance
  • Proficient computer skills



Aaron’s Total Rewards 



Our team members are our greatest asset. As an expression of our appreciation, Aaron’s is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes**: 




  • Paid time off, including vacation days, sick days, and holidays  



  • Medical, dental and vision insurance  



  • 401(k) plan with contribution matching  


 



*Note that the pay range provided above is the lowest to highest rate we in good faith believe we would pay for this role at the time of this posting.  We may ultimately pay more or less than the posted range, and the range may be modified in the future.  An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law. 



   



**Benefits vary based on FT and PT employment status.



 
permanent
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ServiceNow Admin
Salary not disclosed
Dallas, TX 1 week ago

Manager needs someone with hands on experience in ServiceNow with identity and access management experience in SN

Current initiatives/project(s) that this resource will be impacting: Currently only one-person, new position created when project started, will be expanding to need additional analysts Over halling service now security module. Config and planning. Understand access requirements and help configure into the system.

Industry background: Security Access background or system admin

Team dynamic: Current analysts, product crews.

Roles and Responsibilities:

  • ServiceNow platform administration and security access, groups, roles, personas, data protection, vault product, access control list (ACL) development, entitlement creation, coordination of break the glass and test user accounts.
  • Candidate must be familiar with designing/administering least privilege access on the ServiceNow platform.

Technical Skills:

  • ServiceNow
  • Oracle Identity Manager/ IAM
  • Role Based Access

Flex Skills:

  • Scripting - Access control list (similar to JavaScript)

Soft Skills:

  • Will work with Service Owners understanding requirements and translating into tech requirements - speak across technical and non tech audiences
  • Presentation skills to present designs for approvals

Degrees/Certifications:

Certified SN system admin- preferred


Why US Tech Solutions?

We offer competitive compensation and a chance to work with cutting-edge technology at some of the world's leading companies. You can learn more about us at [ ]

US Tech Solutions 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.

Not Specified
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LOS System Analyst
Salary not disclosed
Dallas, TX 1 week ago

LOS System Analyst

Dallas, TX

long-term contract

8+ years of experience in the Mortgage lending industry with a background as an underwriter, closer or back office support, LOS administrator or operations analyst

  • Responsible for evaluating client LOS systems, workflows, and configurations.
  • Support implementation team with Configurations & workflow customization
  • Validate and identify any issues related to Data fields, business rules, and integrations (CRM, pricing engines, docs)
  • Understand LOS systems, workflows, and configurations
  • Identify differences between platforms and versions
  • Interpret regulatory requirements as they relate to LOS functions
  • Pull info from documentation, vendor materials, and user feedback to provide accurate recommendations
  • Design curriculum & training materials
  • Lead workshops, webinars, and hands‐on sessions
  • Tailor content by audience (LOS vs processors vs underwriters)
  • Use examples, scenarios, and live demos
  • Identify risk or bugs within client system and document and report to appropriate stakeholders
  • Creating: SOPs, Training guides, Workflow diagrams, Quick reference sheets, Knowledge base pages and updating materials as workflows evolve

MORTGAGE OPERATIONS

  • Experience with Loan Origination Systems (LOS), including Encompass, Blend, Empower, nCino, MeridianLink, Byte, Mortgage Cadence, Point or similar
  • Understand full Loan origination lifecycle (lead → application → processing → underwriting → closing → funding)
  • Understand Regulations impacting LOS workflows (e.g., TRID, HMDA, ECOA, QC rules)

TRAINING:

  • Experience with Training include one-on-one and group based web training including identifying training requirements, designing curriculum & training materials
  • MS Excel including Mortgage formulas
  • PowerPoint skills
  • Any experience with Visio / Lucidchart, Confluence / SharePoint is a plus
Not Specified
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Entry Level Analyst(Recent Grads needed)
Salary not disclosed
Dallas, TX 1 week ago

Job Opportunity: Entry Operations Analyst

Location: Dallas TX

Contract Duration: 6months with possible extension

Pay Rate:$20-21.63/hour


JOB SUMMARY

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to provide financial counseling services to clients. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and its reputation. Ayco is committed to building a culturally diverse environment, and is proud to be an equal opportunity employer.


ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Take customer calls and provide accurate, satisfactory answers to their queries and concerns

• Facilitate payment function, answer client queries on accounts, portfolios and records

• De-escalate situations involving dissatisfied customers, offering patient assistance and support

• Guide callers through troubleshooting, navigating the company website or using the products or services

• Collaborate with other client services professionals and financial advisors to improve client experience

• Willingness to cross train in other operational functions beyond day-to-day assignment

• Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements

• Process team specific tasks as requested by the business.

• Utilize proprietary and external systems to evaluate complex issues and make critical thinking decisions

• Interface with teams and businesses resolve on-going issues and answer specific policy questions

• Provide support and work on special projects as requested


QUALIFICATIONS/REQUIREMENTS:

• Bachelor's degree

• 1-3 years of prior work experience in a relevant field.

• Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)

• Highly organized with exceptional attention to detail and follow-through

• Strong ability to manage multiple projects with competing deadlines

• Proven analytical skills and problem solving ability

• Team player with positive attitude and strong work ethic

• Ability to work collaboratively with all levels of the organization

• Flexible and able to work well under pressure in a team environment

• Strong communication skills (written and verbal)

• Great active listening skills

• Exceptional interpersonal and rapport building skills

• Ability to work in a fast-paced environment

• Strong interest in client service/operations

• Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information


• Analyst must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance

• Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate


Keywords:

Education: Bachelor's Degree Preferred - Concentration in Finance or Business


Benefits Info

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Not Specified
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Senior Acquisition Analyst
Salary not disclosed
Dallas, Texas 1 week ago

MHW Search has exclusively partnered with a Retail Investment firm in Dallas. We are seeking an Acquisitions Analyst (or Senior) to underwrite potential acquisition targets, narrow down opportunities, and present the best options with a recommended business plan to the partners of the company. This role will also perform various analyses for submission to both investors and lenders. These responsibilities ensure that the company is continually acquiring value-add shopping centers, which is the lifeblood of the company, while minimizing risk exposure. In addition to base and bonus, this person will receive GP equity.

This role offers an exciting opportunity to underwrite over 100 deals in the first year while getting to know the major players in the local commercial real estate industry and gaining hands-on experience in commercial real estate investing.

The ideal candidate will possess strong analytical and technical skills, a solid foundation in commercial real estate, exceptional attention to detail, and excellent organizational abilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

· Creating proformas for acquisition feasibility and profitability

· Narrowing down acquisition targets based on findings

· Recommending business plans based on lease-up, rollover, mark-to-market, and overall risk exposure

· Maintaining current supporting information for debt and proposed financing

· Preparing investment memos and investor packages for new deals

· Working on deal-related due diligence, including identifying CapEx requirements specific to the acquisition

· Performing deal-related analyses to increase the team's knowledge of surrounding markets and comparing market data to that gathered by the Deal Team

· Performing detailed analyses of submarkets in which the firm operates, including knowledge of: Rental Comparables, Land Sale Comparables, Competitor Analysis, Acquisition Opportunities, and City and Property-Related Due Diligence

· Reforecasting investor equity multiples and IRRs on owned properties quarterly

· Overseeing construction and maintenance of future database of properties within Precision Investments' acquisition criteria

REQUIREMENTS

· 1-3 years of financial analysis and modeling experience

· Fundamental knowledge of commercial real estate

· Strong analytical and technical skills

· Advanced knowledge of Excel

PREFERRED EXPERIENCE

· CoStar, LoopNet, ARGUS, and other commercial real estate underwriting tools is a plus

Not Specified
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Life Underwriting Sr Specialist - Remote
✦ New
Salary not disclosed
Hartford, CT, Remote 10 hours ago

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:

$61,530.00

Pay Range - End:

$114,270.00

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.

Skills

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

FIND YOUR FUTURE

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
PandoLogic. Keywords: Financial Broker, Location: Hartford, CT - 06123
Remote working/work at home options are available for this role.
permanent
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Mortgage Originator (Regional Remote)
✦ New
Salary not disclosed
Pottstown, PA, Remote 10 hours ago
Description

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.




Requirements

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.


Remote working/work at home options are available for this role.
Not Specified
View & Apply
Compliance Officer(Remote)
✦ New
Salary not disclosed
Pottstown, PA, Remote 10 hours ago
Description

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.





Requirements

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.


Remote working/work at home options are available for this role.
Not Specified
View & Apply
Hybrid Cyber & Digital Forensics Consultant
✦ New
$250 +
A global consulting firm is seeking candidates for a Cybersecurity position focused on forensic services.

Responsibilities include assisting in security investigations, conducting forensic analysis, and collaborating with team members.

Candidates should have a degree in Cybersecurity or related field, a strong understanding of operating systems, and experience with forensic tools.

This role offers career growth and competitive compensation.
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Remote working/work at home options are available for this role.
Not Specified
View & Apply
Remote Finance BPO Sales Leader
✦ New
$250 +
A leading technology consulting firm is looking for a BPO Associate Partner to drive finance transformation and digital solutions for large enterprises.

This role involves building client relationships, developing tailored solutions, and managing the full consultative selling process.

The ideal candidate must have over 10 years of experience in complex managed services sales and demonstrate strong leadership and strategic thinking skills.

The position offers flexibility to work from anywhere in the US.
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Remote working/work at home options are available for this role.
Not Specified
View & Apply
Remote Chief Risk Officer for Digital Banking
✦ New
$250 +
NJ, Remote 1 day ago
A recruitment and staffing agency is seeking a Chief Risk Officer for a remote position.

The role involves leading enterprise risk governance in digital banking operations, focusing on operational, regulatory, and financial risk.

With a requirement of over 12 years of risk leadership experience in banking or fintech, candidates should also hold a Bachelor's degree in Finance, Risk Management, or Business.

The compensation ranges from $250,000 to $380,000 plus bonuses and equity.
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Remote working/work at home options are available for this role.
Not Specified
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Remote Insurance Fraud Investigator - California (SAN FRANCISCO)
🏢 Usaa
Salary not disclosed
San francisco, CA, Remote 2 days ago

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.

What you have:
  • 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.

What sets you apart:
  • 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.


Remote working/work at home options are available for this role.
Not Specified
View & Apply
Claims Fraud Investigator - Multi-Line (Remote) (PORTLAND)
🏢 Usaa
Salary not disclosed

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.

What you have:
  • 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.

What sets you apart:
  • 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.


Remote working/work at home options are available for this role.
Not Specified
View & Apply
Remote Insurance Fraud Analyst (PROVIDENCE)
🏢 Usaa
Salary not disclosed

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.

What you have:
  • 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.

What sets you apart:
  • 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.


Remote working/work at home options are available for this role.
Not Specified
View & Apply
Remote Insurance Fraud Analyst (MANCHESTER)
🏢 Usaa
Salary not disclosed

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.

What you have:
  • 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.

What sets you apart:
  • 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.


Remote working/work at home options are available for this role.
Not Specified
View & Apply
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