Banking and Financial Services Jobs in Rochester New York Wfh Remote

40

Monday - Friday branch hours with Saturdays when needed. Must be flexible to meet current and future business needs. The position will be responsible for the Genesee/Wyoming area covering the Warsaw financial center and Batavia Branch.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

Pay Range: $37.19 - $46.88

Position pays forgivable draw plus eligibility to participate in incentive program to be discussed at interview. In addition, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.

A Financial Consultant II is accountable for developing and delivering financial advice through a specified branch based territory and existing client roster for retention and wallet share growth. The position is responsible for planning and analysis of client situation(s) and developing , implementing, and holding reviews on comprehensive wealth management strategies for clients based on their unique financial priorities. Focus on providing guidance and advice to upscale and high net worth clients to assist in meeting client goals through all life stages. Grow existing client relationships by identifying opportunities for additional services and collaborating with internal subject matter experts. Mentor FC1 and FSR when placed in covering branches and proactively move clients to correct service model standard.

Business development and client relationship building

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• Deliver comprehensive value proposition - Effectively communicate the full scope of our financial planning services to prospects, highlighting how our use of confidential client profiles, modeling software, risk management tools, and financial planning software helps them achieve their financial goals
  
• Develop and present customized financial planning scenarios to both clients and prospects, showcasing the impact of various strategies on their financial health and encouraging informed decision-making
  
• Regularly educate and inform clients on relevant topics such as market outlooks and legislative changes that might affect their financial health
  
• Successfully implement client financial plans by leveraging a diverse range of resources, including non-deposit investment and insurance products, trust services, financial planning specialists, money managers, and advanced planning groups, to deliver a superior client experience
  
• Achieve assigned investment, insurance, and advisory growth goals with focus on client retention and growing client relationships
  
• Monitor client progress through strategy sessions and make recommendations for any strategy adjustment to the plan based on client life events
  
• Host a minimum annual client strategy sessions, either in person, virtually, or at location of client’s choice utilizing planning software for sessions
  
• Adhere to client service model of responding to clients within one day with accessibility to email and systems during non branch hours
  

Cultivate and maintain productive working rapport with credit union personnel on all levels

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• Build and strengthen relationship with branch peers to identify opportunity to assist members with their goals and priorities with assigned branch territory
  
• Assist with education on value of meeting with wealth team by attending branch meetings, running wealth huddles
  
• Serve as subject matter expertise
  
• Collaborate with Branch Manager to develop plan and outline specific actions and efforts for achieving sales and referral goals
  
• Mentor licensed Bankers and FC1 within assigned market
  

Personal and professional development

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• Master tools and technology (financial planning, account opening/maintenance, client relationship management software)
  
• Maintain industry education and work toward advanced designations (CFP, ChFC)
  

Maintain excellent compliance and operational standards.

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• Understand and adhere to all internal written supervisory principals
  
• Comply with all NYS Insurance Department FINRA, SEC, standards and regulations
  
• Timely completion of all required regulatory continuing education
  
• Proficiency with all paperwork and processes
  

• 
  
• Bachelor's degree or 4 years of equivalent directly related experience
  
• Minimum of 6 years directly related experience
  
• Series 7, 63, 65 (or 66), Life and Accident and Health Insurance Licenses (or qualify for NYS waiver)
  
• Must have experience in providing planning and implementing strategies (software and product solution expertise)
  
• Strong Knowledge of investment and insurance products
  
• Applied knowledge of FINRA, MSRB, and State Insurance rules and regulations, and new developments pertaining to the securities industry which specifically affect relationships between salespeople and customers (Best interest standard)
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and purpose to help our community thrive and prosper
  

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• CFP, ChFC
  
• Experience in financial service area (registered with Broker Dealer or Registered Investment Advisory Firm)
  

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

225 Chestnut Street * Rochester, New York 14604 * 585.339.4475 * 8

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

#LI-JF1

40

Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday , Thursday & Friday 9:00 a.m. – 5:00 p.m., Tuesday & Wednesday 9:00 a.m. – 4:00 p.m., and Saturday 9:00 a.m. – 1:00 p.m. Must be flexible to meet current and future business needs.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

$22.02 per hour. + 10% premium for bilingual positions.

In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.

Join us to be part of a team that values you and invests in your growth!

This position is accountable for helping customers recognize and obtain the most appropriate solutions at the right time for their financial needs to build long-term mutually beneficial relationships and support the achievement of business results. In addition, this position will also collaborate in continuing to make ESL a great place to work by providing visible leadership around the key building blocks to ESL’s success.

Help customers recognize and find the right solutions at the right time to their financial needs which will build long-term mutually beneficial relationships and support the achievement of business results. This includes:

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• Net Promoter Score target
  
• Employee Satisfaction target
  
• Satisfactory audits
  
• Sales measures as outlined in the sales performance reports supporting our three LOB’s; Personal, Business and Wealth.
  

Engage in supporting the key building blocks to ESL’s success including:

• 
  
• Embracing the philosophy that “my success as an individual is not placed ahead of the success of the team or the customer”
  
• Modeling ESL’s core values
  
• Engaging in continuous self-development
  
• Supporting the VolunCare Program
  
• Supporting a culture of recognition within my unit and across ESL in a tangible manner that, among other actions, includes the active use of established recognition tools
  

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• One year in sales/service in the financial services or comparable industry
  
• High School diploma or High School equivalency diploma required
  
• Bilingual English/Spanish speaking proficiency required
  
• Strong, communication, problem solving and decision making abilities
  
• A high degree of flexibility to support branch needs
  
• Proficient in building customer and peer relationships
  
• Proficient in PC applications
  
• Understanding of banking products and services preferred
  
• Notary preferred; if not obtain within 12 months of filling role
  
• Must complete submission of application and fingerprinting to the NMLS (Nationwide Multisite Licensing System) and successfully be registered as an MLO (Mortgage Loan Originator) through ESL.
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper
  

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

40

This position works remotely with access to the ESL Corporate Headquarters located in Rochester, NY. Expectation to hold in-person meetings with clients in corporate office or branch locations as needed. Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must remain flexible to meet current and future business needs.

Purpose of Position:

Accountable for development and maintenance of relationships outside of the credit union to increase mortgage volume. This position will take mortgage applications and assist members through the mortgage process. Works in conjunction with the Mortgage Team and third party stakeholders to ensure an expedient process.

Accountabilities:

• 
  
• Bachelor’s degree or 4 additional years of equivalent experience in mortgage lending/real estate/real estate secured lending. A combination of equivalent education and experience may be considered as a Mortgage Originator, or in lieu of the previous experience; successful completion of the Mortgage Sales Development program.
  
• Minimum 2 years mortgage origination/sales experience with demonstrated success meeting monthly goals or successful completion of Mortgage Origination/Sales Development Program plus 1 year of origination experience.
  
  • 
    
  • Willingness and ability to develop trusting Realtor and Centers of Influence (COI) partnerships
    
  • Excellent communication and interpersonal skills
    
  • Strong external sales and networking skills
    
  • Detailed understanding of Government Sponsored Enterprise (GSE) requirements, Federal Housing Administration (FHA) and other real estate standards.
    
  
  
  
• Successfully registered as a Mortgage Loan Originator through ESL
  
• Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL
  

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

40 hours

Monday – Saturday with a day off during the week. Branch hours are Monday, Thursday & Friday 9:00 a.m. – 5:00 p.m., Tuesday & Wednesday 9:00 a.m. – 4:00 p.m., and Saturday 9:00 a.m. – 1:00 p.m. Must be flexible to meet current and future business needs.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

$22.02 per hour

In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth!

Something wonderful happens when you love what you do. So consider a career at ESL. Since 2010, ESL has been consistently ranked one of the Best Workplaces in America by Great Place to Work ®. Great Place to Work and Fortune magazine have recently places ESL on these prominent national lists as well:

• 
  
• 
  Best Workplaces for Millennials
  
  
• 
  Best Workplaces for Women
  
  
• 
  Best Workplaces in Financial Services and Insurance
  
  
• Best Workplaces in New York State
  

Additionally, for more than a decade, ESL has been a “Rochester’s Choice” award winner and a “Training Top 125” recipient!

ESL is currently seeking Universal Bankers to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities.

As a Universal Banker at ESL you will:

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• Create a positive face to face member experience
  
• Build long lasting relationships with members
  
• Work in both a Teller or Relationship Banker position depending on branch needs
  
• 
  

  Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner

  
  
  
• 
  

  Help members recognize and obtain the most appropriate solutions for their financial needs by asking needs defining questions

  
  
  
• 
  

  Educate and Refer a variety of products and services to members

  
  
  
• 
  

  Assist members with accounts, loans, fraud and maintenance

  
  
  
• Learn about the banking and finance industry
  
• Gain exposure to career opportunities at ESL
  

ESL has 33 branch locations throughout the Rochester and Finger Lakes regions. This position is flexing and floating to a majority of our branches until placement is made at one branch. You will be eligible to receive a $140.00 car allowance at the conclusion of the month.

Eastside District

Central District

Westside District

Finger Lakes

Brighton Henrietta

Bulls Head (Downtown Rochester)

Batavia

Auburn/Union Springs

Fairport

Chestnut St. (Downtown Rochester)

Brockport

Canandaigua/Geneva

Penfield

Chili

Cobblestone

Pittsford

Goodman

Geneseo

Newark/Phelps

Webster

Hudson Ave

Long Pond

Seneca Falls/Waterloo

Twelve Corners

Irondequoit

Medina

Victor/Farmington

Lake Ave

Mt. Read

Ridgeway

• 
  
• One year in sales/service in the financial services, retail, professional services worker industries
  
• High School diploma or High School equivalency diploma required
  
• Strong communication, problem solving and decision making abilities
  
• A high degree of flexibility to support branch needs
  
• Proficient in building customer and peer relationships
  
• Proficient in PC applications
  
• Prior Sales Experience preferred
  
• Understanding of banking products and services preferred
  
• Notary preferred; if not obtain within 12 months of filling role
  
• 
  

  Must complete submission of application and fingerprinting to the NMLS (Nationwide Multisite Licensing System) and successfully be registered as an MLO (Mortgage Loan Originator) through ESL

  
  
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper
  

Why work at ESL?

ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area.

ESL offers a very generous compensation and benefits package including health, dental, life, 401k, vacation, paid holidays, performance incentives, and more.

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

#LI-KM1

40

Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday, Thursday & Friday 9:00 a.m. – 5:00 p.m., Tuesday & Wednesday 9:00 a.m. – 4:00 p.m., and Saturday 9:00 a.m. – 1:00 p.m. Must be flexible to meet current and future business needs.

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
Pay and Incentive Plan:

$19.66 per hour + 10% premium for bilingual positions

In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.

This position is responsible to effectively and efficiently process customer transactions in a branch environment and refer customers that may need guidance in identifying the right financial solutions. This will lead to building long-term mutually beneficial relationships and support the achievement of business results. This position is also accountable to engage in supporting the key building blocks to ESL’s success

• 
  
• Process customer transactions effectively, efficiently and accurately
  
• Meet transactions per FTE target
  
• Meet balance accuracy standards
  
• Participate in achieving team lead objectives.
  
• Participate in efforts to achieve unit’s customer and employee satisfaction targets as measured through loyalty and employee pulse survey scores.
  
• Ensure compliance with Audit/Operational controls
  
• Adhere to member focus processes and expectations
  
• Participate in coaching processes to improve proficiency in Member Focused behaviors
  
• Attend sales meetings, participate in sales activities to increase sales success
  
• Use same member focus skills and behaviors to foster and meet internal customer satisfaction performance targets.
  

• 
  
• High School diploma or High School equivalency diploma required
  
• Bilingual English/Spanish speaking proficiency required
  
• 6-12 months teller experience preferred
  
• Proficient in PC applications
  
• Good verbal and written communications skills
  
• People and team oriented
  
• Prior sales experienced preferred
  
• Maintains a high degree of flexibility in support of branch needs
  
• Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper
  

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

#LI-KZ1

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

Target base salary range is $17.00-$20.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.

Who we AreA 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 TagsSales, 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

Company Overview

Daybright Financial is one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA”certification and serve more than18,000 employer groups and 3.6 million plan participants nationally in the K-12, Corporate and Government markets.

For more information about Daybright Financial, please visit our website:

We are currently seeking a full-time Participant Support Representative to join our Public Sector Solutions Segment located in Rochester, NY within our OMNI & TSACG Compliance Services team.

On-site training is required for the first 3 months. Successful completion of training may result in hybrid work opportunities. We offer competitive pay, generous PTO, expansive benefits and much more!

Join a people-centered team who are focused on helping the public, non-profit and private sectors take care of both the health and financial wellness of their #1 resource – their people, enabling communities to be served and organizations to grow.

Job Description

The Participant Support Representative is a reliable professional responsible for answering incoming phone calls, making outbound calls, using company policies to solve customer issues, guiding callers through navigating the company website, and routing calls to the managerial team when necessary. The Representative must commit to customer satisfaction and the ability to provide detailed and accurate information.

Responsibilities

• Ability to take outbound and inbound calls while taking the appropriate action based on the clients’ needs.
• Educate clients on IRS guidelines, and compliance on 403b & 457b plans.
• Provide technical support and troubleshoot participant actions on the website, including filling out forms and uploading documents.
• Input data into system platforms and keep caller’s records updated. Must be able to keep system platforms up to date by inputting new clients’ information and tracking changes.
• Uphold customer satisfaction to the highest standards while maintaining the Center’s KPIs.
• Ability to audit and cross reference data as needed across the different platforms available
• Regularly attend department and company meetings and training sessions to stay updated on policies and procedures.
• Other duties as assigned.

Education and Experience

• High School Diploma or equivalent
• Prior experience in a call center or high-volume customer service environment.
• Experience in pension, retirement, and/or benefits administration a plus.

Additional Competencies

Language Skills

• Ability to read, write and communicate 403(b)/457(b) IRS guidelines, policies, and procedures to participants in a thorough, and easy to understand manner.
• Bilingual in Spanish, a plus.

Mathematical Skills

• Ability to understand and calculate mathematical concepts of addition, subtraction, multiplication, and division – especially confirming payroll deductions for the participant.

Work Environment

• Duties are performed in an office environment/hybrid with a call center atmosphere
• Typical work hours are 8:30 a.m. – 5:00 p.m., Monday through Friday. Later shifts are available with management approval.
• In this position, you may interact with plan participants, plan sponsors, financial advisors & administration through calls or emails, in addition to interactions with internal company staff at other locations such as Rochester, NY.

Company Overview

Daybright Financial is one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA”certification and serve more than 18,000 employer groups and 3.6 million plan participants nationally in the K-12, Corporate and Government markets.

For more information about Daybright Financial, please visit our website: are currently seeking a full-time Transaction Processor to join our Public Sector Solutions Segment located in Rochester, NY within our OMNI & TSACG Compliance Services team.

On-site training is required for the first 6 months. Successful completion of training may result in hybrid work opportunities. We offer competitive pay, generous PTO, expansive benefits and much more!

Join a people-centered team who are focused on helping the public, non-profit and private sectors take care of both the health and financial wellness of their #1 resource – their people, enabling communities to be served and organizations to grow.

Job Description

The Transaction Processing Team is responsible for accurately entering and processing retirement plan transaction requests within the 403(b)/457 industry. This includes service provider form entry, as well as processing participant transactions such as distributions, loans, hardships, transfers, and other plan-related activities. Daily responsibilities also involve communicating with clients, participants, and advisors to resolve incomplete or incorrect information. Additional responsibilities may include answering telephone inquiries, imaging documents, and performing other administrative tasks as needed.

Responsibilities

• Review and enter data from source documents into designated systems with a high degree of accuracy.
• Detail-oriented, with strong analytical skills to identify, verify, and input transaction information accurately.
• Professional and courteous telephone manners, with the ability to address questions, provide policy and procedural details, and maintain participant confidentiality.
• Ability to prioritize workload and manage multiple tasks simultaneously while meeting strict processing deadlines.
• Ability to work independently within the scope of assigned responsibilities.
• Strong verbal and written communication skills.
• Prioritize inbound calls from Call Center as needed.

Job Qualifications

• Proficiency in Microsoft Outlook, Excel, and Word are required.
• Must have strong communication and organizational skills along with attention to detail.
• Working knowledge of file directory structure to be able to move, copy, and paste files.
• Ability to work well under pressure and meet deadlines in a fast-paced environment.
• Strong sense of urgency.

Education And Experience

• Minimum of 2 years’ work experience in the financial, pension, and/or retirement industry, required.
• Associate or bachelor’s degree, preferred.
• Ability to read, write and communicate 403(b)/457(b) IRS guidelines, policies, and procedures to participants.
• Benefits administration experience a plus.

Additional Competencies

Mathematical Skills

• Ability to understand and calculate mathematical concepts of addition, subtraction, multiplication, and division.
• Ability to audit and cross reference data.

Physical Demands

• Ability to sit for extended periods, talk, listen, walk, grasp, type, and perform data entry.
• Reasonable accommodations may be made to enable individuals with disabilities to perform
• essential functions.

Work Environment

• Office setting.
• Work hours are 7:30 a.m. – 4:00 p.m., Monday through Friday
• Must have the ability to work independently under minimal supervision in a fast-paced, demanding environment.

Company Overview

Daybright Financial is one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA” certification and serve more than18,000 employer groups and 3.6 million plan participants nationally in the K-12, Corporate and Government markets.

For more information about Daybright Financial, please visit our website: are currently seeking a full-time Remittance Specialist to join our Public Sector Solutions Segment located in Rochester, NY within our OMNI & TSACG Compliance Services team.

On-site training is required for the first 6 months. Successful completion of training may result on hybrid work opportunities. We offer competitive pay, generous PTO, expansive benefits and much more!

Join a people-centered team who are focused on helping the public, non-profit and private sectors take care of both the health and financial wellness of their #1 resource – their people, enabling communities to be served and organizations to grow.

Job Description

Remittance Specialists are responsible for processing payroll files with participant contributions, handling incoming and outgoing communication via phone and email, solving client issues, and assisting other team members.

The ideal candidate will be reliable, professional, detailed, and have strong commitment to working as a team.

Responsibilities

• Prepare Excel payroll files from clients for disbursement of funds to service providers.
• Communicate regularly with payroll staff via phone and email to ensure accurate data is exchanged and any errors corrected. Specialists must provide timely response with clients, and quick problem solving.
• Work in partnership with banking specialists to support assigned clients.
• Process payroll files through database
• Review reports for inaccuracy and contact clients for clarification as needed.
• Send, track, and follow-up on correspondences from clients and participants.
• Resolve complex issues that require research and investigation.
• Input data into system platforms and keep records updated.
• Communicate effectively at various levels within the company and clients alike.
• Regularly attend department and company meetings and training sessions.
• Receive and process files in preparation for distribution of funds (Elective and Non-elective Funds).
• Research and correct exceptions/differences identified through validation process.
• Process checks (two check-runs per week)
• Communicate via email and phone with clients to ensure appropriate notification and completion of files processed.
• File and other administrative duties as needed.

Job Qualifications

• Must have good communication skills and attention to detail.
• Proficiency in Microsoft Outlook, Excel, Word and QuickBooks are required.
• Working knowledge of file directory structure to be able to move, copy, and paste files.
• Excellent communication and organizational skills.
• Ability to work well under pressure and meet deadlines in a fast-paced environment.
• Strong sense of urgency.

Education And Experience

• Associate or bachelor’s degree, preferred.
• Minimum of 2 years’ work experience in the financial, pension, and/or retirement industry.
• Benefits administration experience a plus.
• Ability to read, write and communicate 403(b)/457(b) IRS guidelines, policies, and procedures to participants.

ADDITIONAL COMPETENCIES

Mathematical Skills

• Ability to understand and calculate mathematical concepts of addition, subtraction, multiplication, and division – especially confirming payroll deductions for the participant.
• Ability to audit and cross reference data.

Physical Demands

• Ability to sit for extended periods, talk, listen, walk, grasp, type, and perform data entry.
• Reasonable accommodations may be made to enable individuals with disabilities to perform
• essential functions.

Work Environment

• Office setting.
• Work hours are 7:30 a.m. – 4:00 p.m., Monday through Friday.
• Must have the ability to work independently under minimal supervision in a fast-paced, demanding environment.

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.

Life Insurance Signature / Authority Limits

1M Signature / 5M Authority.

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

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

Job Summary

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

Primary Duties & Responsibilities:

Field & Client Experience

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

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

• Responsible for prescreen inquiries.

Underwriting

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

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

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

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

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

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

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

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

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

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

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

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

• Partners with Underwriting Support for case management

Cross-functional leadership

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

Qualifications

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

• 1.5 years of traditional underwriting experience.

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

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

• Proficient in computer skills and using various software packages.

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

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

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

• #LI-Remote or LI-Hybrid

Compensation Range:

Pay Range - Start:

Pay Range - End:

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

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

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

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

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

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

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

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

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

Position Summary:

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

Supervisory Responsibilities:

No direct reports

Essential Functions:

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

Required Skills / Abilities:

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

Education / Experience:

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

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

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

Position Summary:

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

Supervisory Responsibilities:

No direct reports.

Essential Functions:

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

Required Skills / Abilities:

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

Education / Experience:

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

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

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

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

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

What you'll do:

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

• Participates in the development of fraud prevention strategies.

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

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

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

• Makes recommendations within defined authority guidelines.

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

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

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

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

• Handles CAT duty responsibilities as business requires.

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

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

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

• Proven investigatory skills.

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

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

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

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

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

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

• Strong multi-line SIU experience

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

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

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

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

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

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

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

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

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

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

What you'll do:

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

• Participates in the development of fraud prevention strategies.

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

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

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

• Makes recommendations within defined authority guidelines.

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

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

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

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

• Handles CAT duty responsibilities as business requires.

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

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

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

• Proven investigatory skills.

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

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

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

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

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

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

• Strong background with multi-line SIU investigations

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

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

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

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).

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

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

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

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

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

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

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

What you'll do:

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

• Participates in the development of fraud prevention strategies.

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

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

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

• Makes recommendations within defined authority guidelines.

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

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

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

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

• Handles CAT duty responsibilities as business requires.

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

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

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

• Proven investigatory skills.

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

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

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

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

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

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

• Strong background with multi-line SIU investigations

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

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

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

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).

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

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

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

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

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

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

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

What you'll do:

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

• Participates in the development of fraud prevention strategies.

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

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

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

• Makes recommendations within defined authority guidelines.

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

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

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

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

• Handles CAT duty responsibilities as business requires.

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

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

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

• Proven investigatory skills.

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

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

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

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

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

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

• Strong background with multi-line SIU investigations

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

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

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

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).

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

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

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

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

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.