βœ“ Banking and Financial Services βœ• Clear

Banking and Financial Services Jobs in Philadelphia Pennsylvania Remote

96 positions found

Investment Analyst
✦ New
Salary not disclosed
Bryn Athyn, PA 1 day ago
Overview

NRS offers customized solutions to asset managers and asset owners. We provide institutional transfer agency services, master trust and plan accounting, and fund-of-fund solutions. Founded in 1999, and a wholly owned subsidiary of Community Financial System, Inc. (NYSE:CBU),NRS administers over $1.4 trillion (USD) in assets to over 500 clients.

Founded in 2008, GTC is a Maine-based non-depository trust bank specializing in collective investment trusts (CITs), institutional trust services, and customized solutions for asset owners and managers. As a wholly owned subsidiary of Northeast Retirement Services LLC (NRS) and Community Financial System, Inc.(CFSI), GTC benefits from NRS's expertise in trust product administration, transfer agency, and fund-of-funds solutions.GTC's core focus is delivering ERISA and non-ERISA trust solutions exclusively for institutional clients, avoiding distractions like retail or private wealth management. Our expertise spans trustee services, asset management, transfer agency, and complex fund structures. GTC offers turnkey, client-branded products with advanced technology, customization, and strong distribution support. Our consultative approach, combined with deep operational expertise and flexibility, positions GTC as a trusted partner for sophisticated asset managers and asset owners globally across diverse asset classes.


Responsibilities

GTC is looking for a VP, Investment Analyst, who will primarily support the firm's trust solutions functions. This role focuses on monitoring the firm's investment research and manager oversight efforts by monitoring global markets and risks, evaluating and tracking external investment managers, conducting multi-asset analysis, maintaining robust internal documentation and databases, and producing high-quality research tools, reports, and presentations. The Investment Analyst works closely with the CIO, Director of Research, and senior management to ensure alignment with the firm's fiduciary responsibilities and oversight role as trustee. This position demands an understanding of global capital markets, manager research processes, and multi-asset, multi-manager portfolio construction.

Job Functions

  • Stay abreast of global market trends, regulatory developments, and emerging risks to adapt research priorities as needed.
  • Help evaluate and manage ongoing relationships with outside investment management firms.
  • Conduct regular monitoring and reporting on approved/core investment managers.
  • Maintain internal databases on outside investment management firms to facilitate the flow of information across the firm.
  • Ensure proper documentation on approved/core managers.
  • Participate in the collection, analysis, and interpretation of complex data on a variety of investment classes, including equities, fixed income, alternatives, and real assets.
  • Help drive the development of proprietary research tools, frameworks, and models for evaluating investments and asset allocations.
  • Produce research notes, commentaries, and presentations with a focus on accuracy, clarity, and timeliness.
  • Embrace a culture of continuous improvement and innovation within the research team.
  • Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.

Qualifications

Requirements

  • Solid academic and working knowledge of the financial/investment industry; working toward CFA designation preferred.
  • 3+ years of experience in investment research.
  • Understanding of global capital markets, investment vehicles, and manager research processes
  • Strong analytical skills with experience in quantitative and qualitative research methodologies.
  • Solid written and verbal communication skills.
  • Strong time management, organizational, and interpersonal skills, with the ability to work effectively both independently and as part of a team.
  • All applicants must be 18 years of age or older.

Other Job Information

Hours: 40hours/week

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

Physical Requirements:

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

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

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


Minimum

USD $92,000.00/Yr.
Maximum

USD $160,592.00/Yr.
Not Specified
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Corporate Attorney
✦ New
🏒 NewLane Finance
Salary not disclosed
Philadelphia, PA 1 day ago

NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by utilizing advanced technology and employing a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24+ billion parent, WSFS Financial Corporation (Nasdaq: WSFS).


The Corporate Attorney will be required to have skills in contract drafting and negotiation experience, and an ability and desire to assist with the legal needs of all areas of the company, including compliance, collections & recovery, corporate governance, regulatory audits, human resources, insurance, etc. This position will report to (and work closely with) the General Counsel & VP of Administration.


Essential Functions:

  • Drafting, reviewing and assisting in negotiating contracts for all areas of the organization.
  • Provide assistance (in coordination with Corporate Counsel, department leaders and our parent, WSFS Bank) for matters relating to regulatory compliance, audits, vendor management, corporate governance, collections and other similar matters.
  • Responsible for assisting in advising business segments on legal issues related to commercial transactions (which may include advice regarding commercial loans and leases, new business originations, portfolio administration, customer service, collections, litigation, and credit support activities).
  • Provide active legal support to the Collections and Recovery teams to help minimize charge-offs and maximize recoveries.
  • Perform legal research on legal issues in leasing and finance law, and prepare memoranda regarding research findings to help guide companywide decisions
  • Assist in representing the legal department in cross-functional teams and task forces formed to implement new business or legal policies, procedures and initiatives and work with other departments to resolve issues.
  • Knowledge of applicable federal and state laws and statutes, including Uniform Commercial Code Article 2A.
  • Assist as liaison to parent (WSFS Bank) on a wide range of business and legal matters, including compliance with banking regulations.
  • Support the legal and executive team with daily administrative tasks as needed
  • Work closely with Corporate Counsel of NewLane to grow in the role (with opportunity to grow to take on additional responsibilities).


Requirements:

  • The successful candidate will have a Juris Doctorate (JD) and be licensed to practice in Pennsylvania.
  • Must have mature judgment and excellent analytical and communication skills (verbal and written).
  • Candidate must have a β€œbusiness” mindset, with an understanding or strong desire to learn the commercial finance and banking industries.
  • One to three years of relevant experience practicing law at a law firm, regulatory/governmental agency or corporate legal department. Prior practice or experience in commercial leasing/financial industry or banking sector is preferred.
  • Contract drafting and negotiation experience preferred.
  • Strong organizational skills.
  • Must possess a β€œcompliance mindset” and able to work well with auditors and other third parties on compliance and regulatory matters.
  • Ability to conduct effective legal research, drawing appropriate conclusions and presenting findings to leadership.
  • Desire to learn and grow in the role under the leadership (and mentorship) of the Corporate Counsel and other leaders.
  • Must possess ability and desire to think and lead on a strategic level within an organization while also delivering on day-to-day duties.
  • Ability to work both independently and collaboratively in a project setting with members of other departments.
  • Ability to work quickly and effectively without sacrificing quality.
  • Must have legal right to work in the U.S.
  • Thorough knowledge of MS-Office Suite (Word, Excel, PowerPoint, Access, Teams).


The successful candidate will receive a competitive compensation package, excellent benefits package to include Health, Rx, Dental, Vision, Life Insurance (Company Paid), AD&D Insurance, Additional Voluntary Life Insurance, Short Term/Long Term Disability Insurance, Flexible Spending, 401(k) with match, generous PTO and much more…

NewLane Finance is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.

NewLane Finance will not be able to provide Relocation or Sponsorship

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Customer Accounts Advisor
🏒 Aarons Careers
Salary not disclosed

Customer Accounts Advisor


The salary range for this role is $14.75 to $15.50 per hour*. This position is also eligible for incentive pay based on performance.


Β 


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.Β 

Skills for Success Β 
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.Β 

The Work Β 



  • 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 phoneΒ 
  • Sell customers on the benefits of timely lease agreement renewal paymentsΒ 
  • Assist the Customer Account Manager in setting and achieving daily, weekly and monthly revenue and renewal goalsΒ 
  • Assist with merchandise returns and guest deliveries as directed by managementΒ 
  • Clean and certify merchandise in the Quality Assurance Center for all items personally returnedΒ 
  • Complete and maintain weekly vehicle maintenance sheet and route sheets dailyΒ 
  • Load, secure and protect product in company vehicleΒ 
  • Safely operate company vehicleΒ 
  • Assist the Sales Team as needed
  • Any reasonable duties requested by managementΒ 

Requirements



  • United States at least 21 years old with a valid stateΒ Driver’s License and compliance with the Company’s Driver QualificationΒ Policy; including satisfactory MVR (driving record). Canada at least theΒ age of 18.Β Β Β 
  • 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 RewardsΒ 



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**:Β 




  • Paid time off, including vacation days, sick days, and holidaysΒ Β 



  • Medical, dental and vision insuranceΒ Β 



  • 401(k) plan with contribution matchingΒ 


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*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.Β  We may ultimately pay more or less than the posted range, and the range may be modified in the future.Β  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.Β 



Β Β Β 



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



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permanent
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Estate Planning Attorney, LLM in Taxation
🏒 NexWealth
Salary not disclosed
Philadelphia, PA 1 week ago

NexWealth, a registered investment advisor and multi-family office, is seeking an experienced Estate and Trust Attorney to support the firm’s high-net-worth and ultra-high-net-worth client base. This role works closely with firm leadership and client advisory teams to provide sophisticated estate, trust, and wealth transfer planning within a coordinated family office structure.


The position involves advising on complex estate planning strategies, trust structures, tax-efficient wealth transfer, and coordination with external counsel and advisors. The attorney will play a key role in aligning estate planning decisions with broader investment, tax, and legacy objectives.


The ideal candidate holds an LLM in Taxation and brings prior estate and trust experience from a law firm, RIA, family office, multi-family office, wealth management firm, or similar environment. This position is based in NexWealth’s Philadelphia office.


Successful candidates will demonstrate exceptional technical competence, strong judgment, discretion, and the ability to communicate complex legal concepts clearly to both clients and internal stakeholders within a high-expectation, fiduciary-focused environment.


Responsibilities include, but not limited to, the following:

  • Advise high-net-worth clients on all aspects of wealth planning, including gift, estate, and income taxation, charitable giving, trust administration, wealth transfer and business succession matters
  • Work closely with clients and their outside legal counsel
  • Prior experience with wills, revocable trusts, premarital agreements, generation-skipping trusts, ILITs, GRATs, IDGTs, CLATs, LLC operating agreements, and related planning and transactional documents
  • Meet with clients to review and discuss estate planning strategies and supervise document execution
  • Research and draft memoranda on tax-related topics


Requirements

  • Bachelor’s degree
  • JD + LLM in Taxation
  • Minimum of 3-5 years experience working with estates and trusts
  • Experience working with and comfort communicating with high net worth clients
  • Working knowledge of federal tax law
  • Work in firm’s Philadelphia office (this is not a remote position)
  • Organized, detail-oriented, with strong interpersonal skills
  • Team player
  • Willingness to provide professional references and undergo a background check and drug testing in accordance with local law/regulations.

Β 

About the Firm

NexWealth is a multi-family office formed out of client demand for a personalized family wealth management experience. By providing highly customized, integrated family wealth management, NexWealth fills a void in the industry that tends to silo wealth and push families into mass market services, model portfolios and self-service help desks. NexWealth does not use a one size fits all service model. Rather, the firm focuses on each family’s needs and delivers timely responses, customized investment solutions, objectivity, ultimate transparency, and tailored financial solutions.


NexWealth is an equal opportunity employer and does not discriminate on the basis of race, national origin, ethnicity, gender, gender identity, sexual orientation, veteran status, disability, age, or any other category protected by applicable federal, state or local law.


No recruiters for this search, please.

Not Specified
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Financial Tips Evaluator (Remote)
🏒 Finance Buzz
$29 per hour - monthly

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.


Remote working/work at home options are available for this role.
temporary
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Administrative Assistant
🏒 Russell Tobin
Salary not disclosed
Philadelphia, PA 1 week ago

Contract Duration: 12 mos

Hourly Pay : $22/hr


Fresh Graduates are encouraged to apply

Job Description:

Responsibilities:

Providing general office support, including but not limited to:

β€’ Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning

β€’ Managing travel & expenses, including making travel arrangements and processing expenses for team members

β€’ Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones

β€’ Coordinating and scheduling office events, including recruiting, internal events and external client events as needed.

β€’ Duties to include booking conference rooms, ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitors

β€’ Assisting the Wealth Management Team in servicing clients, with a focus on operational excellence and customer service

Qualifications

β€’ Proficiency in Word, Excel, PowerPoint and Outlook required

β€’ Bachelor's degree preferred but not required

β€’ A minimum of 2 years of work experience in a professional corporate environment

β€’ New graduates who have a desire to be in the financial services industry are also encouraged to apply

β€’ Strong written and verbal communication skills

β€’ Enjoys working in a team environment

β€’ Polished communication skills

β€’ Ability to multi-task and work in a fast-paced environment

β€’ Business professional environment and attire

β€’ Possess critical thinking skills and good judgment

β€’ Chooses to always operate with integrity and transparency

Not Specified
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Commercial Finance Attorney
🏒 Jobot
Salary not disclosed
Philadelphia 1 week ago
100% REMOTE Commercial Litigation Attorney / Associate Attorney Needed for Growing Law Firm! This Jobot Job is hosted by: Reed Kellick Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary: $150,000
- $175,000 per year A bit about us: We are a growing law firm that is on the lookout for a fully remote Equipment Finance Attorney / Litigation Associate! Why join us? As a Senior Attorney / Litigation Attorney in our firm, we are able to offer: Competitive base salary between $150k and $175k! Work from home / work remote 100%! Medical, dental and vision benefits! PTO/vacation! Job Details As a Staff Attorney / Commercial Finance Lawyer on our team, we are looking for: JD from an accredited law school Professional litigation experience Proven background in commercial finance/equipment finance Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer.

We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.

Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization.

Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Frequency varies for text messages.

Message and data rates may apply.

Carriers are not liable for delayed or undelivered messages.

You can reply STOP to cancel and HELP for help.

You can access our privacy policy here: /privacy-policy
Not Specified
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Inside Sales Account Executive- Entry Level
🏒 JG Wentworth
Salary not disclosed
Philadelphia, PA 2 weeks ago

Inside Sales Representative- Entry Level

Location- Chesterbrook, PA- Hybrid


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!


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 and sense of individuality, and a drive and 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 β€” 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 β€” 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 β€” 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.


Inside Sales Representative Benefits:

  • Full Medical/Vision/Dental Benefits
  • 401K with Company Match
  • Hybrid Schedule
  • 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.

Not Specified
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Life Underwriting Sr Specialist - Remote
✦ New
Salary not disclosed
Hartford, CT, Remote 11 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.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
Not Specified
View & Apply
Remote Finance BPO Sales Leader
✦ New
🏒 IBM Computing
$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.
#J-18808-Ljbffr
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.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
Not Specified
View & Apply
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

  • Β 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.

Β 

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

Β 

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.

Β 

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.

Β 

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.

Β 

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

Β 

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.

Β 

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.

Β 

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.

Β 

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

Β 

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.

Β 

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.

Β 

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.

Β 

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

Β 

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.

Β 

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.

Β 

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
Online Banker
🏒 Citizens
$25
Concord, NH, Online 2 days ago
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.Β 
Β 
Do you get satisfaction out of helping others and offering sound advice? If you’re a β€œpeople person” who enjoys building positive relationships with customers, then this is the job for you!
Β 
Using your strong communication and problem-solving skills β€” along with your broad range of financial knowledge β€” you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.Β 
Β 
You’ll get to know customers’ personal financial goals and recommend tailored solutions to help achieve them β€” like planning for the future, buying a home or opening a new credit card. You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You’ll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
Β 
Meaningful work & relationships – You’ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Commitment to community – Give back with 8 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
~ Ability to effectively ask questions and identify needs to improve the customer relationship
~ Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
~ Demonstrated skills in using digital technology to support the delivery of business goals
~ Aptitude to problem solve and provide solutions to customer issues
~ Ability to work branch hours, which can include weekends and evenings
~ Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. Set aside 30-45 minutes for the self-guided assessment that includes games and questions. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. 1 year cash handling experienceΒ 

Work Schedule: Varies with branch needs and may include weekends and evenings
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.
Remote working/work at home options are available for this role.
Not Specified
View & Apply
Risk, Compliance and Law Technology Product Consultant (Hybrid)
🏒 Securian
Salary not disclosed

At Securian Financial the internal title for this position is Product Sr Analyst or Product Consultant. The title and salary will be determined based on experience and applied skills.

Position Overview

The Risk, Compliance and Law Technology Product Consultant is responsible for driving product direction, defining requirements, and delivering measurable value for products supporting the Risk, Compliance, and Law (RiCoLaw) domain. This role aligns business objectives, customer needs, regulatory requirements, and enterprise risk priorities to deliver reliable, user-friendly, and sustainable technology solutions.

Serving as an agile champion, this role focuses on solving business and customer problems through thoughtful product strategy, backlog prioritization, and data-driven decision making. The Analyst partners closely with stakeholders to define outcomes, identify key performance indicators, and ensure delivery of solutions that support risk-informed decisions and enterprise governance objectives.

This role also serves as a workstream lead across RiCoLaw programming and support systems, contributing to medium to large initiatives and portfolio efforts. By leveraging domain expertise and strong stakeholder engagement, the Analyst helps protect employees, customers, and enterprise value..

Responsibilities include but are not limited to:

Maintenance and System Support (60%):

  • Serve as a subject matter expert for Integrated Risk Management tooling, collaborating with cross-functional teams to ensure effective system configuration, alignment with the Common Risk Framework and business strategy, and data quality. This will include development and administration activities within tools.

  • Take a consultative approach to create requirements documents for system builds or changes, empowering teams to develop solutions and internal documentation with guidance and knowledge transfer.

  • Act as a liaison between vendors and internal customers to identify requirements and implement necessary system changes.

  • Oversee releases by reviewing new features, facilitating testing, and developing documentation and communication materials for large implementations.

  • Ensure system security through role creation, security groups, and compliance with legal requirements and internal standards.

  • Ensure quality, managing ET Standards quality assurance activities, test case creation and documentation.

  • Manage team SLA adherence to ET department standards.

  • Develop and maintain technical documentation and training materials of system processes

System Enhancements and Optimization (40%):

  • Provide leadership and subject matter expertise to a diverse set of stakeholders from the business, portfolio management, governance teams (Enterprise Architecture, ECS, etc.), and technical areas to articulate the business need and ensure technical solutions meet business objectives and goals. (Business case development and value optimization)

  • Collaborate with Module Leads and Business Owners, leadership, and the RiCoLaw/Corporate Services Technology team to understand end-user needs, evaluate processes, and identify automation opportunities across functional areas.

  • Act as a change agent for systems in our portfolio, enhancing capabilities to drive adoption, improve efficiency, and enhance user experience.

  • Provide assessment and impact analysis of feature releases and lead optimization projects to maximize system potential for business users.

  • Assist the Product Owner in developing the product roadmap, aligning capabilities with business objectives, and recommending improvements to streamline processes and enhance the end-user experience.

  • Serve as a technology lead to ensure the success, adoption and innovation of current and future technology solutions

Other duties:

  • Perform project management activities as needed to drive technology solutions that meet business outcomes. Manage small to medium sized projects. Drive decisions related to project planning, execution and closure. Assist with the research, selection, implementation and management and roll out of new technology solutions. Continually assesses business needs and implements solutions that will ensure customer expectations are met or exceeded by enhancing system capability and performance. Contribute to the ongoing change review process and advises on priority, impact, and cost of new change requests. Serves as system administrator for required platforms and ensures our systems are ran safely and securely. Enforce ET operating principles into business strategies

  • Manage the requirements effort on small, less complex assignments. Utilize knowledge and experience from requirements reviews and testing activities to produce requirements used as a guideline for application development and test planning. Apply the appropriate requirements techniques, tools and templates based on the Solution Delivery Approach (e.g., traditional or Agile), project complexity and size.

    • Develop and communicate the requirements plan.

    • Identify resources for elicitation, capture the business need, document elicitation results and confirm expressed stakeholder requirements and concerns.

    • Produce quality requirements which meet the business needs, objectives and acceptance criteria to be used for design, development, testing and user acceptance.

    • Manage the requirements approval, baseline, solution validation and change management activities.

    • Finalize and archive all requirements related documentation.

  • Responsible for providing leadership to all project stakeholders to coordinate decisions related to planning, development, design, testing and implementation of business solutions. This requires extensive knowledge of multiple division products and plans, proprietary business processes and systems, business workflow, vendor systems, contractual, client and\or regulatory requirements.

Qualifications

  • Bachelor's Degree or an equivalent combination of education and directly related work experience required.

  • In-depth understanding of Governance, Risk, and Compliance (GRC) or Integrated Risk Management (IRM) domains and work experience.

  • Experience in system life-cycle phases, requirements elicitation, analysis, design (which includes Securian Governance processes), quality assurance testing, implementation, deployment, and system upgrades.

  • Ability to effectively present technical and functional information in a manner that is understandable to all levels of the organization.

  • Project management experience with demonstrated ability to multi-task and prioritize.

  • Advanced analytical skills including excellent problem-solving skills with an understanding of core Integrated Risk Management business practices

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. If you're in a commutable distance (90 minutes) you'll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.

#LI-hybrid **This position will be in a hybrid working arrangement.**

The estimated base pay range for this job is:

$89,000.00 - $164,300.00

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

  • We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

  • Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

  • Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

  • Mental Wellness and Disability

  • Pride at Securian Financial

  • Securian Young Professionals Network

  • Securian Multicultural Network

  • Securian Women and Allies Network

  • Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

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Remote working/work at home options are available for this role.
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