Banking and Financial Services Jobs in Pompano Beach Fl Flexible
97 positions found
Russian Speaking! Executive Assistant to CEO and COO, Mortgage Lending Company, Ft. Lauderdale, Fla.
The CEO and COO of a highly successful and fast- growing mortgage lending company, based in Ft. Lauderdale, is looking for an Executive Assistant to handle all things administratively for the Founding couple, CEO and COO. They are looking for a trueβ right handβ strategic partner, taking as much off their plate as possible so they can focus on the growing business. This is an exciting opportunity to be a key player on the team, helping to make sure the CEO/COO are well-organized, on task and prepared for scheduled meetings and events. The ideal candidate has 5+ years as an Executive Assistant to HNW principals or C-Suite executives and MUST be bi-lingual, Russian/English. The ideal candidate is very tech savvy, embraces AI in workflow, is a creative thinker and a true problem-solver providing βhigh touchβ superlative support on all fronts-a force multiplier. The culture is very positive, celebrating employee events and has a gym on-site.
About the Job
- Manage the CEO and COOβs busy calendars and coordinate scheduling meetings and commitments, personal and professional
- Optimize their time and priorities, acting as gatekeepers
- Coordinate global travel and logistics, including detailed itineraries, personal and professional
- Expenses
- Prioritize emails and craft emails and any other correspondence on their behalf
- Be liaison to internal and external stakeholders; plan meetings including all logistics and collateral materials
- Plan dinners, special events
- Special ad hoc projects; some personal work
About You
- 5+ years supporting HNW, C-Suite executives
- Bachelorβs Degree; Bi-Lingual, Russian/English
- Proactive and anticipatory mindset β always ten steps ahead
- High emotional intelligence and strong judgment; able to act independently
- Ultra-organized and detail-oriented with a βhigh touchβ service mentality and great project management skills
- Microsoft Office Suite; QuickBooks, very tech savvy; Uses AI to enhance daily processes
- Strong communicator, diplomat, and relationship-builder
- Discreet, and trustworthy
- A warm engaging personality that thrives in a fast-paced environment that is growing and vibrant with a βcan doβattitude.
Base salary plus discretionary bonus, Comprehensive health benefits, 401K Match
REQUIREMENTS AND PREFERENCES
The Broward County Board of County Commissioners is seeking qualified candidates for the position of Risk Manager in the Aviation Administration - Risk Management section.
2026 Benefits of Broward County Employment
Eleven (11) paid holidays each year
Vacation (Paid Time Off) = 2 weeks per year
Tuition Reimbursement (Up to 2K annually)
Up to 40 hours of Job Basis Leave for eligible positions
Paid Parental Leave
Health Benefits
High-Deductible Health Plan - bi-weekly premiums: Employee $10.90 / Family $80.79
Includes a County Funded Health Savings Account of up to $2000 Annually
Consumer Driven Health Plan - bi-weekly premiums: Employee $82.58 / Family $286.79
Florida Retirement System (FRS) - Pension or Investment Plan
457 Deferred Compensation County matches up to $2,000 a year
General Description
The Aviation Department which operates the Fort Lauderdale-Hollywood International Airport and the North Perry Airport is seeking qualified applicants for the position of Risk Manager for the Risk Management section within the Administration Division. The Risk Manager will serve as the cornerstone of BCAD's risk management program, ensuring the airport is protected from liability by evaluating risk exposures, reviewing and negotiating complex contracts, and establishing and enforcing insurance requirements and renewals for all vendors and third parties. It provides critical oversight of procurement activities, analyzes bid documents, and safeguards compliance through the monitoring of Certificates of Insurance. The role also represents the airport's risk management interests in high-stakes meetings with airlines and key vendors, supports County departments with insurance guidance and trains staff across multiple divisions. With its blend of technical insurance expertise, legal interpretation, contact analysis, and staff leadership, this position is integral to minimizing financial exposure and maintaining continuity in BCAD operations. The employee will function as the Safety Management System Coordinator for Landside Operations in conjunction with the Operations Division. This position will supervise a loss and safety team on our construction sites and will ensure Occupational safety and health training and education program tracking.
Plans, develops, implements and maintenance of an airport Safety Management System (SMS), which includes - SMS anonymous reporting, tracking, investigation, and audits; facilitation of the safety risk management (SRM) process; conducting safety assurance meetings and inspections; and providing safety promotion initiatives and incentives; as well as Gap Analysis, Data Collection Review and Synthesis, Updates, Committee Meetings, Safety Assurance Evaluations, and SMS manual and related policies and procedures updates.
This position will work closely with the Operations Division and Maintenance Division regarding employee safety issues and the general risk and safety conditions of the airport. Walk job sites, review reports, and meet with contractors and PMs to resolve safety hazards and OSHA non-compliance. Another important function is to establish and maintain relationships across lines of business as well as with BCAD's partners, including but not limited to BSO, Concessions, Airlines, Ground Handlers, Fuel Farm, Fire and Rescue.
Manages insurance renewals for BCAD and vendor insurance review; mediate claims between attorneys, claimants, and insurance companies; investigate backup for claims and secure additional documentation as needed; liability and subrogation claims. public records request process and review of video requests.
Reviews Loss Control and collaborates with all BCAD divisions and various partners to ensure risk is reduced.
Training and educating expanding community (700+) BCAD employees on compliance and safety standards.
Minimum Education and Experience Requirements
Requires a Bachelor's degree from an accredited college or university with major coursework in business or public administration, risk management, construction project management, occupational safety, or closely related field
One year of relevant experience may be substituted for each year of required education.)
Requires three (3) years of experience in an administrative capacity reviewing and evaluating safety programs, conducting worksite safety evaluations for loss prevention, performing risk management analysis and claims oversight and review.
Special Certifications and Licenses
Must possess a valid Florida Driver's License with authority to drive a county vehicle for the duration of appointment.
2-20 Property and Casualty License
Certified Safety Management Practitioner (CSMP)
Occupational Hygiene and Safety Technician (OHST)
Construction Health and Safety Technician (CHST)
Certified Safety and Health Manager (CSHM)
Construction Risk and Insurance Specialist (CRIS)
Certified Safety Professional (CSP)
PreferencesDoctorate Degree in Law, Safety, Business, Insurance
Master's degree in risk management, Safety, Construction, Business or Public Administration
Associate in Risk Management - Public (ARM-P)
Chartered Property Casualty Underwriter (CPCU)
Underwriter experience or insurance agent or insurance broker license
Certified Risk Management (CRM)
Certified Risk Management Professional (CRMP)
Minimum one (1) year of prior experience with Wrap Up (OCIP) insurance programs
Minimum one (1) year of prior experience analyzing contracts to determine insurance requirements
**All Aviation Department employees must possess the ability to interact courteously with the public, Airport vendors, contractors and fellow employees to maintain a professional work atmosphere by acting and communicating in a manner that promotes a positive work environment and to support the completion of work and tasks internally and externally in an efficient and effective manner.
SCOPE OF WORK
The functions listed below are those that represent the majority of the time spent working in this class. Management may assign additional functions related to the type of work of the job as necessary.
Oversee the safety program's continued growth implementation review. To be the liaison with all departments for safety. Will also be responsible for reviewing and categorizing incoming issues through maximo (NON 139 SMS items).Implements and maintains automated Certificate of Insurance (COI) tracking system. Trains other Departments on utilization of the COI tracking system. Performs audits on certificates of insurance to determine compliance with insurance requirements.
Coordinates with Emergency Services and Communications, local, state and federal officials regarding FEMA guidelines and regulations.
Maintain information on BCAD's insurance policy and support the renewal process yearly. Utilize information and safety data collected to identify safety issues and help to mitigate claims, focus in on reoccurring issues and potential necessary projects training or other avenue to support the removal, mitigation or support for the identified safety risks.
Oversee the implementation of the new software (CTrax), when up and running, which is meant to track certificates of insurance and contractors.
Coordination with Director on regular basis to create strategies to support the forward movement in the areas of safety and insurance.
Exposure to Safety Management System (SMS) concepts or a readiness to learn and apply SMS practices in an airport environment.
Handle liability and subrogation claims; respond to public records requests and save and view video requests; training and educating expanding community (650+) BCAD employees on compliance and safety standards.
Plans, develops, authorizes, implements, supervises and evaluates programs/projects, activities and services on a large scale with County-wide impact; facilitates inclusion, prepares reports, and analyzes and interprets data.
Coordinates and manages all aspects of a program or project which has operational responsibility of a major scope, a large-sized budget and provides a critical County service.
Assists Director and Agency Leadership by researching issues, creating memorandums, policies, procedures, reports, etc. and monitors/advises on staff compliance with policy and procedures.
Conducts special research in conjunction with a project/program, analyzes data, and makes recommendations based upon research.
Identifies and understands agency/business needs, contractual business requirements, and regulations governing local, state and other requirements, confidentiality obligations, warranties, liabilities, indemnification, termination clauses, breach, and remedies.
Communicates business risks to project manager, senior/executive management, and approving authority for assessment and approval, while focusing on comprehending client-agencies' needs and business processes.
Coordinates with state and local agency partners on projects and programs, community outreach, media relations and regional and various services; may assist with press releases and responses to media.
Advises and assists the Department and Division Directors on all operational and technical matters related to the section(s) or function(s) assigned.
Reviews property claims and submits to insurance broker, communicates with attorneys as required.Participate in meetings involving contract negotiations, insurance requirements, sunshine meetings, risk assessment, claim reviews, and Risk Management Division meetings.
Monitor legislative decisions concerning property, casualty and liability issues, and rules and regulations potentially impacting the County.
Supervises, trains, develops, and motivates staff. Meets regularly with staff, to maintain open communications, ensure adequate workload, and update standard procedures.
Advises and educates other agencies on the risk management process and the importance of Enterprise Risk Management (ERP) to the County. Supports the Risk Management Information System (RMIS) by maintaining the Property Schedule and insurance policies.
Defines agency goals and objectives, develops and recommends policies and operating procedures.
Administers internal/external communications and public outreach activities for Division; manages and coordinates outreach efforts with other County divisions as well as other local and state governments and partnering agencies.
Prepares Commission agendas, including editing, posting and planning.
Provides assistance and training of agency staff and contracted services providers. May oversee the Agency's training program; schedules and/or delivers training and outreach opportunities for employees and the vendor community respectively.
Plans, organizes and implements a compliance and monitoring program, conducts contract central audits, field documentation reviews, investigations or management studies.
Oversees claim activity to ensure proper adjudication of claims in compliance with State regulations. Ongoing coordination of claims coverage to ensure proper investigation, treatment, and loss prevention actions are taken.Attends meetings which include contract negotiations, sunshine meetings, risk assessment, claim reviews, department meetings, both downtown risk and facility; participates in the negotiations and purchase of insurance coverage applicable to the facility or project.
Oversees/handles data collection from other agencies, inputting into system, refinement of procedures for handling, advising/educating other agencies on the process and what's important and how it affects them.
Performs related work as assigned.
WORK ENVIRONMENT
Physical Demands
Physical demands refer to the requirements for physical exertion and coordination of limb and body movement.
Performs sedentary work that involves walking or standing some of the time and involves exerting up to 10 pounds of force on a regular and recurring basis or sustained keyboard operations.
Unavoidable Hazards (Work Environment)Unavoidable hazards refer to the job conditions that may lead to injury or health hazards even though precautions have been taken.
None.
SPECIAL INFORMATION
Competencies
- Business Insight
- Financial Acumen
- Manages Complexity
- Cultivates Innovation
- Optimizes Work Processes
- Ensures Accountability
- Builds Networks
- Builds Effective Teams
- Communicates Effectively
- Situational Adaptability
County Core ValuesAll Broward County employees strive to demonstrate the County's four core behavioral competencies.
- Collaborates: Building partnerships and working collaboratively with others to meet shared objectives.
- Customer focus: Building strong customer relationships and delivering customer-centric solutions.
- Instills trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
- Values differences: Recognizing the value that different perspectives and cultures bring to an organization.
Americans with Disabilities Act (ADA) ComplianceBroward County is an Equal Opportunity Employer committed to inclusion. Broward County is committed to providing equal opportunity and reasonable accommodations to qualified persons with disabilities. We support the hiring of people with disabilities; therefore, if you require assistance due to a disability, please contact the Professional Standards Section in advance at or email to make an accommodation request.
Emergency Management ResponsibilitiesNote: During emergency conditions, all County employees are automatically considered emergency service workers. County employees are subject to being called to work in the event of a disaster, such as a hurricane, or other emergency situation and are expected to perform emergency service duties, as assigned.
County-wide Employee ResponsibilitiesAll Broward County employees must serve the public and fellow employees with honesty and integrity in full accord with the letter and spirit of Broward County's Employee Code of Ethics, gift, and conflict of interest policies.
All Broward County employees must establish and maintain effective working relationships with the general public, co-workers, elected and appointed officials and members of diverse cultural and linguistic backgrounds, regardless of race, color, religion, sex, national origin, age, disability, marital status, political affiliation, familial status, sexual orientation, pregnancy, or gender identity and expression.
Paralegal/Trust Administrator - Family Office
Private family office is seeking a highly skilled and detail-oriented Legal Assistant, Paralegal, or Trust Administrator. You will support a range of legal, trust administration, and corporate governance functions. The ideal candidate will have significant experience in trust and estate administration, legal document preparation, and the inner workings of a family office environment.
Responsibilities:
- Prepare, draft, and review a variety of legal documents and correspondence
- Support trust and estate administration, including coordination with external legal counsel and service providers
- Assist in maintaining corporate records and governance documentation
- Provide general administrative and legal support to attorneys and senior executives within the family office
- Facilitate internal and external communications related to legal and trust matters
- Maintain and organize confidential files and documentation with a high level of discretion
Qualifications:
- Bachelorβs degree or paralegal certification preferred
- Minimum of 5 years of relevant experience in a legal assistant, paralegal, or trust administration role
- Strong background in family office operations, trust administration, and/or corporate governance
- Proven experience in legal document preparation and legal administrative support
- Excellent written and verbal communication skills
- Exceptional attention to detail, organization, and time management
- Knowledge of trust and estate law; international legal exposure is a plus
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.
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
FULL-SERVICE SHOPPER
Start earning quickly with a flexible schedule
Shopping with Instacart is more than grocery delivery. Shoppers help make our world go round. They make money, make moves, and make shopping lists come true. They make good time, make life easier, and make people's day.
Shoppers make it all happenβsign up now to help create a world where everyone has access to the food they love.
As a full-service shopper, you'll receive orders through the Shopper app to shop from stores in your area, and deliver the orders to your customer's door. It's that simple.
What you get as a shopper:
- Start earning quickly on a flexible schedule*
- Weekly pay with the option of instant cashout
- Potential to earn tips
- Special earnings promotions
Basic requirements:
- 18+ years old (21+ to deliver alcohol)
- Eligible to work in the United States
- Consistent access to a vehicle and a recent smartphone
Additional information:
Shopping with Instacart is great for anyone looking for flexible, seasonal, home-based, entry-level, weekend, weekday, after-school, or temporary opportunities. As an Instacart Full-Service Shopper, you can have more flexibility than with a part-time job.
Instacart is committed to diversity and providing equal opportunities for independent contractors. Instacart considers qualified individuals without regard to gender, sexual orientation, race, veteran, disability status, or other categories protected by applicable law.
Instacart also values providing prospective contractors with a fair chance to pursue opportunities. For all individuals seeking to provide services in San Francisco, Los Angeles, and Philadelphia, Instacart considers individuals in a manner consistent with the requirements of applicable Fair Chance ordinances.
Review the Independent Contractor Agreement here
*Subject to availability of batches in your area.
In the Roleβ―β―
- 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:β―β―β―β―
- High School Diploma or GEDβ―β―β―β―β―
Preferred:β―
- Sales, Collections or Customer Service experienceβ―β―β―
- Bilingual - Spanishβ―β―β―
Location: On siteβ―β―β―
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.β―β―β―β―
Who we Are
A career withβ―OneMainβ―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 daysβ 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)
OneMainβ―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,β―weβveβ―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.β―
In ourβ―more thanβ―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.β―β―
At every level,β―weβreβ―committed to an inclusive culture, career development andβ―impactingβ―the communities where we live and work. Getting people to a better place has made us a better company for over a century.β―Thereβsβ―never been a better time to shine withβ―OneMain.β―
Key Word Tagsβ―β―β―
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 Traineeβ―β―
DarrowEverett LLP is looking for a Commercial Lending & Finance Attorney with excellent communication and administrative skills, who is highly organized and detail-oriented, is able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, always, in ways that enhance its reputation.
Role & Responsibilities
- Representing banks or private/public lenders & fixed income first or second lien commercial real estate transactions
- Conducting other commercial real estate issues such as the evaluation, transfer, or drafting of commercial leases and/or drafting deeds of trust
- Experience in other commercial real estate transactions or investment, corporate, and / or M&A transactions
- Representing lenders and borrowers in financial transactions, with a principal focus on commercial real estate credit secured by mortgages or deeds of trust
- Utilizing industry solutions to CRE finance transactions, including structuring, negotiating, and closing transactions
- Using best practices for drafting and perfecting security interests, including reviewing title insurance policies and drafting title objection letters, commercial or multifamily real estate, tenant improvements or equipment, or cash flow coverage
- Oversee real estate secured finance solution, workout & restructurings
- Effectively organize and maintain client files
Qualifications:
- Bachelor's degree and J.D. Degree
- 15+ years of continuous, specific, and verifiable commercial lending & finance
- Extensive experience in structuring, negotiating, and documenting commercial real estate transactions
- In-depth knowledge of commercial real estate finance
- Strong oral and written communication skills
- Knowledge of the laws and rules, as well as state and federal court procedures, forms, deadlines, filing requirements and portals
- Ability to organize factual and legal data into clear and logical arguments.
- Ability to handle sensitive matters on a confidential basis
- Licensed to practice law and in good standing in at least one of the following states: MA, RI, NY, SC, NC, or FL
- A high degree of initiative, mature judgment, and discretion
- Organization and time management skills
Salary: $140,000
- $170,000 per year A bit about us: Our company is 25+ years strong and a global leader in Healthcare Education (Procedural Medicine Education) and offers the largest range of courses from beginner to advanced.
We deliver the most comprehensive and well-rounded education, both in-person and virtual.
Our company culture is one of supportive colleagues and fun! Why join us? Excellent Base Salary! Bonus (Performance and Company Profitability Based) Health, Dental, Vision 401K Match Paid Vacation and Holidays Professional Development Resources Job Details We are looking for a Financial Controller to join our team in Fort Lauderdale, FL! This is a full-time, in-office position based in Fort Lauderdale, FL.
We are seeking an experienced, expert-level Financial Controller to join our senior leadership team and work directly with ownership, directors, and department heads.
The ideal candidate will be a strategic, hands-on financial professional who can manage high-volume operations, ensure accurate reporting, and fully integrate into our high-performing team culture.
You will attend regular director meetings and contribute directly to the financial and operational management of the company.
Key Responsibilities: β Lead financial planning, budgeting, forecasting, and reporting.
β Manage all accounting operations, including payroll, AP/AR, reporting, and reconciliation.
β Oversee accounting staff (accounting clerk) and ensure data accuracy.
β Provide detailed profitability analysis for products, courses, and business units.
β Monitor and optimize cash flow and working capital.
β Collaborate with Sales, Marketing, and Operations to align financial targets.
β Participate in executive meetings and contribute to data-driven decision-making.
β Evaluate and recommend improvements to internal systems and processes.
β Collaborate with the Companyβs external tax firm to enhance tax strategy and minimize owner tax liability.
β Manage treasury and cash flow to optimally support business operations.
β Develop financial reporting to ensure readiness for outside investment or company sale, emphasizing accuracy and investor appeal.
Required Education/Qualifications: MBA or CPA required.
7+ years of progressive financial leadership experience (Controller or Assistant Controller experience strongly preferred).
Deep understanding of financial operations in multi-product, high-transaction environments.
Must be Expert Level of proficiency in QuickBooks Pro and/or QuickBooks Enterpriseβmust be able to utilize ALL features and functions.
Background in healthcare, education, training, or SaaS preferred, but not required.
Strong financial modeling, scenario planning, and forecasting skills.
High-level communication and presentation abilities.
Experience in financial management across multiple product lines and business segments, with focus on cost allocation and profitability.
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 Jobotβs 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.
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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
βResponsible 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.β
Independently reviews applications and adheres to underwriting standards and demonstrates an intermediate level of experience with NM product types and changes. β
Develops and demonstrates change agility while maintaining mortality and morbidity expectations. β
Demonstrates continuous learning through the early adoption of new ways of underwriting. β
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. β
Communicates & negotiates with Field Partners to explain modified or declined decisions & assist in policy placement. β
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. β
Understands and meets all quality, service, and production goalsβ.
Solves issues & escalations, with guidance as needed. β
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. βParticipates 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 tasksβ and adapt in a changing work environment.
#LI-Remote or LI-Hybrid
Compensation Range:
Pay Range - Start:
$61,530.00Pay Range - End:
$114,270.00Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. Itβs 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 youβre 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.
SkillsInformation 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 FUTUREWeβre 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
Remote working/work at home options are available for this role.
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.
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.
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.
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.
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.
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 β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.
This position is remote eligible. However, you must currently live in California.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Minimum High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.
Strong multi-line SIU experience
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.
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 β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
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.
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 β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
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.
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 β honesty, integrity, loyalty and service β define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a SIU Investigator (mid-level). This is a desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The candidate selected will have strong multi-line SIU Investigation experience.
This role is remote eligible. However, you must live in the assigned territory which is ME, VT, NH, MA, CT, RI, DE, MD or Washington DC. There may be occasional business travel.
What you'll do:
Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.
Participates in the development of fraud prevention strategies.
Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.
Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.
Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.
Makes recommendations within defined authority guidelines.
Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.
Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.
May serve as a resource team member on specific matters through demonstrated skill or training.
Assists with the delivery of fraud awareness training initiatives in a defined environment.
Handles CAT duty responsibilities as business requires.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
High School Diploma or General Equivalency Diploma (GED).
2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.
Proven investigatory skills.
Experience obtaining statements from various parties to incidents, witnesses, and suspects.
Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.
Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.
Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.
Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.
SIU experience conducting low to complex P&C fraud investigations OR a combination of Insurance Claims and (Law Enforcement Investigations OR Military Investigations) experience.
Strong background with multi-line SIU investigations
Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.
US military experience through military service or a military spouse/domestic partner
Compensation range: The annualized range for this position is: $77,120 - $147,390. This is an hourly position.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
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.
Β
Do you get satisfaction out of helping others and offering sound advice? If youβre a βpeople personβ who enjoys building positive relationships with customers, then this is the job for you!
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Using your strong communication and problem-solving skills β along with your broad range of financial knowledge β youβll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.Β
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Youβll get to know customersβ 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. Youβll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. Youβll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. Youβll 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.
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Meaningful work & relationships β Youβll 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 β 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 β 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 β 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. Youβll 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, colleagueβs or a dependentβs 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.