βœ“ Banking and Financial Services βœ• Clear

Banking and Financial Services Jobs in United States

1,908 positions found — Page 7

Junior Attorney
✦ New
🏒 Spartan Capital
Salary not disclosed
Hazlet, NJ 1 day ago

Job description:

Spartan Capital, a leading fintech company, is seeking a skilled Commercial

Litigation/Collection Associate Attorney to join our dynamic legal team.

The ideal candidate will have 1 years of experience in commercial litigation with a focus in B2B/Commercial Collections and financial legal matters. This role offers an exciting opportunity to handle complex collection, legal and regulatory issues in a rapidly evolving industry (Revenue Based Financing) and also grow to the General Counsel or Chief Legal Office.


Key Responsibilities:

- Manage a diverse caseload of commercial collection matters, overseeing

litigation regarding cases from discovery through to resolution when

needed. This also includes bankruptcy cases. Most cases do not go the

litigation route.

- Draft and file Summons and Complaints, including motions, briefs, ucc-1 restraining letters and enforcement and other essential filings.

- Act as General Counsel for the company.

- Represent our firm in depositions, prepare witnesses, and actively

participate in trial and mediation proceedings as needed.

- Provide strategic legal counsel on complex litigation issues, financial

transactions, and regulatory compliance.

- Collaborate opposing counsel, experts, and internal teams to develop and

implement case strategies.


Qualifications:

- Juris Doctor (JD) degree from an accredited law school.

- Active license to practice law in New York.

- 1 years of experience in commercial litigation and collection matters,

preferably with exposure to financial services or fintech.

- Strong research, writing, and communication skills.

- Ability to work both independently and collaboratively in a fast-paced

environment.


Benefits:

Competitive salary with performance-based bonuses.

Comprehensive benefits package.


A positive and inclusive work environment that values work-life balance.

About Spartan Capital:

Spartan Capital is an innovative fintech company that leverages cutting-edge

technology to provide financial services and solutions. We are committed to

fostering a supportive and inclusive environment where all team members can

thrive. Join us and be part of a company that's redefining the future of finance.

Job Type: Full-time


Benefits:

  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance


Pay:Β $60,000.00 - $80,000.00 per year


Experience:

  • General & Commercial Litigation: 1 year (Preferred)

License/Certification:

  • NY Attorney License (Required)

Ability to Commute:

  • Hazlet, NJ 07730 (Required)

Ability to Relocate:

  • Hazlet, NJ 07730: Relocate before starting work (Required)
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Fund Formation Attorney
✦ New
🏒 Taylor Root
Salary not disclosed
Dallas, TX 1 day ago

Fund Formation Attorney

Location: Dallas, TX (Hybrid)


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

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


Key Responsibilities

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


Candidate Profile

  • Licensed attorney in good standing with the Texas Bar or equivalent
  • Minimum of 4 years of experience in investment management or fund formation at a major law firm or investment management firm
  • Strong knowledge of U.S. securities laws relating to investment funds
  • Strong academic credentials and organizational skills
  • Self motivated and capable of operating effectively in a fast paced and high stakes environment
  • Strong oral and written communication skills
Not Specified
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Director, Wealth Strategist
✦ New
🏒 Cresset
Salary not disclosed
Atlanta, GA 1 day ago

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimizedβ€”integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firmβ€”one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.


Job Description

The Director, Wealth Strategist (DWS) is a member of the wealth strategy team and will work independently with Cresset clients and advisors as well as supporting senior wealth strategists. The DWS will also serve as an internal resource for advisors and collaborate on substantive issues with teammates. The DWS will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory. The DWS will be primarily responsible for reviewing and summarizing existing documents, providing observations for amendments or opportunities for additional advanced planning opportunities, running tax projections, modeling advanced planning techniques and providing ongoing advice regarding the administration of family structures.


Candidates must have experience in advanced estate planning including wealth planning/coordination, family risk management, and trust administration. The DWS will be part of a multidisciplinary team and must be a cultural fit in a collaborative, collegial team environment that is focused on impeccable client service delivery. It will be crucial to develop insight and understand the needs and dynamics of the families we serve.


The DWS will be a member of a national advisory team that provides, among others, open architecture investment management including direct private investments, financial management, and other complex services depending on the needs of the family such as family dynamics and family history. The compensation includes highly competitive cash compensation as well as equity.


Qualifications


  • Juris Doctor degree and five or more years of trust and estate experience required, preferably in a law firm environment, another financial institution, or trust company
  • Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred
  • Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, and perform essential duties
  • Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client-friendly materials
  • Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns
  • Positive attitude and willingness to learn and grow
  • Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail
  • Establishes and maintains effective working relationships with peers and strategic partners
  • Must be articulate, organized, and attentive to instructions and deadlines
  • Self-starter with the ability to juggle several deadlines, and high personal accountability
  • Approaches problems with a sense of urgency, creativity, and tenacity
  • The ability to operate in a dynamic and fast-paced environment is essential
  • Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
  • Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook and Visio, and other office software and technology
  • Collaborative and able to work effectively in a team environment as a participant or leader
  • Versatile, flexible, and a willingness to work within constantly changing priorities


What We Offer

Cresset offers a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.

Not Specified
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Financial Paralegal (Process Coordinator)
✦ New
🏒 Robert Half
Salary not disclosed
Richmond, VA 1 day ago

The Financial Reporting Process Coordinator serves as a key member of the fund administration team, supporting the end-to-end workflow of financial statements, regulatory filings, and related reporting materials for registered investment companies and advisors. The Coordinator oversees the routing and distribution of documents, maintains accurate status tracking, reviews and consolidates comments from legal, compliance, audit, and advisor groups, and ensures that all deliverables progress through the review cycle efficiently and in accordance with internal and regulatory expectations.


Key Responsibilities

  • Maintain and update production schedules and status trackers for financial statements, tailored shareholder reports, and regulatory filings.
  • Manage document flow between auditors, legal counsel, compliance teams, fund advisors, and internal stakeholders.
  • Collect, review, and route comments from all parties; ensure feedback is logged, addressed, and escalated when needed.
  • Understand when an issue is routine vs. when it requires escalation to senior staff.
  • Maintain clean version control and document history across Word, Excel, and PDFs
  • Ensure documents are stored, labeled, and distributed properly and securely.
  • Support the fund administration team in meeting deadlines and managing review cycles.
  • Help reinforce consistent processes and document-control standards.



Preferred Skills & Experience

  • Strong proficiency with Microsoft Word, Excel, and PDF markup tools.
  • Workiva experience is a major plus.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple deadlines and shifting priorities without sacrificing accuracy.
  • Strong attention to detail and comfort working with regulated documents.
  • Ability to identify issues, ask informed questions, and escalate when appropriate.
  • Self-directed work style with ownership of recurring processes.
  • Flexibility during peak reporting cycles.
Not Specified
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Assistant General Counsel
✦ New
🏒 Talently
Salary not disclosed
Wheaton, IL 1 day ago

Job Title: Assistant General Counsel

Location: Wheaton, IL (Onsite)

Compensation: $150K-240K+Bonus DOE

Skills: Corporate Experience related to either Securities (33 Act, public offerings), or M&As, Private Equity, Private Fund Offerings, FINRA, Broker Dealer, Fund Compliance, Investor Advisor compliance, Alternative Investments.



We are a trusted Financial Services company that needs an exceptional Assistant General Counsel to join our elite legal team. If you have 5+ years of corporate experience and a passion for Securities Law, then this may be a perfect fit for you!



In this role, you will:

  • Ensure compliance with applicable securities laws and regulations governing funds, such as the Investment Company Act of 1940.
  • Help manage a core group of funds and assist in the creation and registration of funds.
  • Review registration statements and annual shareholder reports.
  • Attend board meetings and review board materials, and ensure adherence to internal policies and regulatory requirements.
  • Identify and manage risks associated with fund operations and conduct due diligence for potential investments, ensuring that funds are in compliance with legal and regulatory requirements.
  • Conduct legal due diligence for corporate transactions, mergers, acquisitions, and other strategic initiatives.
  • Perform tasks assigned by Senior Corporate Counsel.
  • Oversee alternative investment private offering platform processes for offering private funds (Reg D, 506(c)).
  • Ensure suitability analysis and Reg BI compliance for investors.
  • Provide compliance oversight for non-traded REITs, DSTs, tender/interval funds and co-investment vehicles.
  • Review PPMs, fund offering documents, and marketing materials for compliance with SEC/FINRA rules.


Must Have Skills:


  • 5+ years of Corporate Experience in either Securities, Financial Services, or broker-dealer or securities compliance with emphasis on private funds.



Nice to Have Skills:


  • Compliance Experience is a major plus!
  • FINRA licenses: Series 24 (Series 7/63/66 strongly preferred).
  • Experience with Investment Advisors Act, Investment Company Act of 1940, SEC, FINRA (Financial Industry Regulatory Authority)
  • Private Equity Experience is a plus!
  • Experience with non-traded REITs, DSTs, private offerings and investments, and closed-end funds.
  • Strong knowledge of Reg D, FINRA Rules 2111/2210/5122-5123, and Reg BI.


What's In It for You:


  • $150K-240K+ Bonus
  • Health Benefits
Not Specified
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Corporate Attorney
✦ New
Salary not disclosed
Tampa, FL 1 day ago

Job Description: Corporate Attorney – Litigation, Arbitration & Dispute Resolution (Florida/NY License)


Location: Tampa, Florida

Department: Legal

Employment Type: Full-Time

Position Overview


We are seeking an experienced Corporate Attorney to manage and lead the company’s dispute resolution and enforcement efforts, with a primary focus on arbitration, mediation, and litigation related to customer non-payment and contract enforcement.


This role will serve as the key member of the in-house legal function and will be responsible for driving favorable outcomes in disputes while balancing legal strategy, cost efficiency, and business objectives. The ideal candidate is a pragmatic legal professional with strong litigation instincts and a demonstrated ability to resolve and negotiate positive resolutions to matters efficiently and effectively.


Key Responsibilities

  • Manage disputes involving customer non-payment, contract enforcement, and fee recovery through negotiation, arbitration, mediation, and litigation
  • Draft and oversee demand letters, pleadings, settlement agreements, and related legal documentation
  • Represent the company in proceedings where permitted and coordinate closely with outside counsel as necessary
  • Develop and execute dispute resolution strategies aligned with financial and operational goals
  • Negotiate settlements that maximize recovery while minimizing legal risk and expense
  • Establish and refine internal escalation, enforcement, and dispute management processes
  • Monitor and report on recovery performance, cycle times, and legal spend
  • Collaborate with Finance, Operations, and Executive Leadership to support cash flow and risk management objectives
  • Reduce reliance on outside counsel by expanding in-house capabilities


Qualifications

  • Juris Doctor (J.D.) from an accredited law school
  • Active bar admission in at least one U.S. jurisdiction (NY or Florida) (Both preferred)
  • 5+ years of relevant experience in litigation, arbitration, mediation, or dispute resolution
  • Litigation experience strongly preferred
  • Demonstrated experience managing disputes from initiation through resolution
  • Strong drafting, negotiation, and legal research skills
  • Business-oriented mindset with the ability to balance legal rigor and commercial realities
  • Proven ability to manage multiple matters simultaneously in a fast-paced environment


Preferred Experience

  • Experience building or scaling in-house legal or collections functions
  • Background in financial services, real estate, SaaS, fintech, or professional services
  • Experience reducing legal spend while improving recovery outcomes
  • Leadership experience managing paralegals, legal operations, or junior legal staff.


What We Offer

  • Competitive compensation commensurate with experience
  • Performance-based incentives tied to measurable outcomes
  • Remote/Onsite work flexibility
  • High-visibility role with direct impact on company financial performance
  • Opportunity to help shape and mature the in-house legal function


Job Type

  • Full Time- W2


Benefits:

  • Health insurance
  • Dental insurance
  • Employee assistance program
  • Health savings account
  • Paid time off
  • Vision insurance
  • Life Insurance
  • Short Term Disability
  • Long Term Disability
  • Holiday Pay


Additional Information

This job description outlines the primary responsibilities and expectations of the role but is not intended to be exhaustive. Responsibilities and duties may evolve based on business needs and company growth.


Equal Opportunity Employer

FinTitan is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable law.


Employment Status

Employment with FinTitan is at-will and may be terminated by either the employee or the company at any time, with or without cause or notice, in accordance with applicable law.


Not Specified
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Legal Assistant
✦ New
Salary not disclosed
Omaha, NE 1 day ago

Fidelity National Financial is seeking full-time, in-office Legal Assistants to join our team in Omaha, NE.

In this role, you will provide essential support to our Claims Attorneys in managing title insurance claims.


Key responsibilities include:


  • Processing new claims and preparing related documentation
  • Running compliance reports and managing correspondence
  • Submitting accounting requests and retrieving legal pleadings
  • Conducting land record searches and overseeing document recordation
  • Assisting with special projects and contributing to team development initiatives


Starting pay ranges from $20.00 to $24.00 per hour, depending on experience and qualifications.


  • This is a dynamic position ideal for detail-oriented professionals who thrive in a collaborative legal environment.
Not Specified
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Legal, Associate Legal Counsel, Vice President
✦ New
🏒 BTIG
Salary not disclosed
New York, NY 1 day ago

Job Purpose:
BTIG is seeking an Associate Legal Counsel to join our Legal Department as a Vice President, providing hands-on legal support for our fast-growing US Investment Banking and Capital Markets businesses. BTIG’s Legal Department provides legal counsel, support and advice to the firm’s global business activities and group. BTIG offers a dynamic, fast-paced and entrepreneurial environment where you can build your career and contribute directly to the firm’s growth.

Duties & Responsibilities:

  • Advise on a broad range of investment banking and capital markets transactions across multiple product groups
  • Product coverage areas include: (i) Equity Capital Markets (including public offerings, private placements, PIPEs, ATMs), (ii) Debt Capital Markets (including advisory, loan arrangement, public and private offerings, convertibles), (iii) Mergers & Acquisitions (including fairness opinion work), (iv) SPACs (including initial public offerings and de-SPAC engagements) and (v) Corporate Services (including 10b5-1 plans, stock repurchase programs)
  • Experience with public and private offerings, debt and loan financings, engagement letter drafting and negotiation, transaction structuring, NDAs, fairness opinions, securities laws, conflicts management, and transaction documentation across all product coverage areas
  • Collaborate closely with investment banking management and internal compliance and provide outside legal counsel supervision.
  • Apply comprehensive understanding of multiple function areas, acting as a subject matter expert and advisor to the various internal business groups.

Β 

Requirements & Qualifications:

Β 

  • Juris Doctor; admitted in good standing to the NY or CA bar
  • Position is targeted to be in NYC or San Francisco
  • 5-10 years with relevant experience at a leading law firm or financial institution, with a focus on capital markets and securities practice
  • Significant experience with direct client interaction with financial services clients
  • Ability to work across multiple product groups and industry coverage groups (including Healthcare, Industrials, TMT, Energy, Consumer, Real Estate, Financial Services)
  • Ability to understand and be responsive to the business's needs and partner across control functions throughout the organization
  • Business judgment and ability to assess legal and business risks, while providing practical advice
  • Ability to multi-task and work in a fast-paced environment
  • Familiarity with broker-dealer regulatory matters relevant to investment banking business
  • Strong drafting, negotiation and analytical skills
  • Strong organizational skills and attention to detail
  • Strong communication skills, both written and verbal
  • Ability to manage multiple projects and work independently
  • Team player, mentor, confident and proactive

Β 

Important Notes:

  • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
  • No phone calls please, the applicant will be contacted within two weeks if successful

About BTIG:

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.
Β 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Compensation:Β 

  • BTIG offers a competitive compensation andΒ benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
  • The current estimated base salary range for this role is $225,000.00 - $275,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime.Β 

Β 

Disclaimer:Β  Β 

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Senior Reinsurance Lawyer
✦ New
Salary not disclosed
Blue Bell, PA 1 day ago

About Canada Life Reinsurance


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


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


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


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


Role Overview


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


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


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


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


Responsibilities


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


Education:


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


Experience:

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



Skills


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


Knowledge


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


What We Offer

A comprehensive benefits package including competitive salaries and bonuses.


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


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


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


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


Application Process


Interested candidates are invited to submit a rΓ©sumΓ© outlining their qualifications and experience and send to


Closing date for applications is Friday 27 March.

Not Specified
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Corporate Counsel (Mid-Level)
✦ New
Salary not disclosed
Minneapolis, MN 1 day ago

WHO WE ARE

Proterra Investment Partners LP (β€œProterra”) is an alternative investment manager focused on private debt and private equity investments across the sectors of food and agriculture.Β Proterra operates from a head office in Minneapolis (United States) and has field offices in London, Shanghai and Singapore.


POSITION OVERVIEW

We are seeking a highly motivated attorney to join our legal team as Corporate Counsel. This in-house role reports directly to the Managing Director of Credit Strategy and offers the opportunity to work on complex direct lending transactions. The ideal candidate will have 3–5 years of experience negotiating and drafting loan documentation, along with a strong interest in private credit and direct lending.


RESPONSIBILITIES:

  • Draft, review, and negotiate loan documentation, including term sheets and credit agreements.
  • Manage loan syndications, amendments, waivers, and modifications.
  • Support transaction execution from initial diligence through closing.
  • Collaborate with internal teams (Investment, Compliance, Operations) to ensure legal and regulatory compliance.
  • Manage outside counsel to ensure efficient and cost-effective documentation.
  • Provide risk-based legal guidance throughout the loan lifecycle, including workouts and restructurings.
  • Negotiate and manage confidentiality agreements.
  • Perform other responsibilities and special projects assigned from time to time.


REQUIRED QUALIFICATIONS:

  • Juris Doctor (JD) from an accredited law school; admission to the Minnesota bar.
  • 3–5 years of legal experience in banking, restructuring, finance, and/or private credit.
  • Strong drafting and negotiation skills.
  • Commercial mindset with the ability to balance legal risk and business objectives.
  • Exceptional attention to detail and organizational skills to manage multiple transactions simultaneously.
  • Excellent communication and interpersonal skills for cross-functional collaboration.
  • Applicants must be presently legally authorized to work in the United States for any U.S. employer.
  • Position is not eligible for employment-based visa sponsorship.


PREFERRED EXPERIENCE:

  • Familiarity with cash-flow lending structures.
  • Understanding of private credit markets and direct lending strategies.
  • Experience with industry-specific considerations in the food and beverage sector.


COMPENSATION & BENEFITS

The expected annual base salary range for this position is $175,000 to $250,000 USD.Β Within the range, individual pay is determined by job-related factors, including but not limited to education and skills, and is commensurate with experience.Β Additional compensation and benefits include a discretionary bonus, healthcare plan, 401(k) matching program, and flexible paid time off.


Proterra is an equal employment opportunity employer

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Bankruptcy Specialist
✦ New
Salary not disclosed
Los Angeles, CA 1 day ago

Bankruptcy Specialist / Trust Associate ***BANRUPTCY EXPERIENCE REQUIRED***


  • Location: Los Angeles, CA
  • In-office / On-site position (100%)
  • Compensation: $130,000 to $160,000 base salary (commensurate with experience) plus bonus potential and benefits


Summary:


Bankruptcy Specialist / Trust Associate will be responsible for handling post-confirmation administration of bankruptcy estates with minimal supervision. Expertise in understanding motions, disclosure statements, and Chapter 11 plans will be essential in ensuring compliance with debtors' continuing bankruptcy obligations, tax responsibilities, and distributions to estate creditors. Selected individual will assist in reviewing Proofs of Claim and drafting various documents, including notice responses and abatement letters related to tax disputes.


Responsibilities of Bankruptcy Specialist / Trust Associate:


  • Manage bankruptcy estates post-confirmation, ensuring adherence to all bankruptcy obligations and tax requirements
  • Oversee and execute distributions to estate creditors following approved Chapter 11 plans
  • Review tax Proofs of Claim and collaborate with tax professionals in first-day valuations for estates
  • Prepare & dispute collection delinquent liabilities with state and federal tax authorities through abatement letters and other legal means
  • Assist in the preparation of monthly operating reports and communicating filing requirements to legal counsel
  • Administrative support in setting up new client information into our management database
  • Effectively communicate with supervising attorneys, co-counsel, clients, and tax professionals
  • Draft correspondence related to bankruptcy proceedings and respond to creditor inquiries
  • Collaborate with tax professionals to limit the risk of liens and fines for trusts, payroll reports, and disbursements of wage claims


Qualifications for Bankruptcy Specialist / Trust Associate:


  • 3+ yeas relevant Bankruptcy experience
  • Familiarity with bankruptcy laws, motions, disclosure statements, and Chapter 11 plans
  • Previous experience in bankruptcy estate administration
  • Familiarity with the US Bankruptcy code
  • Bachelor’s degree and/or Paralegal certificate preferred
  • Excellent research skills and the ability to analyze complex legal documents
  • Proficiency in Microsoft Office applications specifically PowerPoint and Excel
  • Strong writing and communication skills with attention to detail
  • Proficient with financial/data analytics
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Vice President, Distressed Attorney
✦ New
Salary not disclosed
New York, NY 1 day ago

Octagon Credit Investors, LLC is a 30-year-old, $34 billion below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond and structured credit (CLO debt and equity) investments. Through fundamental credit analysis and active portfolio management, Octagon’s investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors, and issuers. Octagon’s investment philosophy and methodology encourage and rely upon dynamic internal communication to manage portfolio risk. Over its history, the firm has applied a disciplined, repeatable, and scalable approach in its effort to generate attractive risk-adjusted returns for its investors.


Octagon is majority-owned by Conning, a leading global investment management firm with a long history of serving the insurance industry. Octagon’s investment expertise is complemented by Conning’s deep understanding of insurers’ portfolio requirements and constraints. Octagon and Conning are part of the Generali Investments platform, an ecosystem of asset management firms operating in more than 20 countries, offering distinctive strategies and expert insights to help investors achieve long-term performance. Generali Investments is the asset management arm of the Generali Group, one of the world's largest insurance and asset management groups.


Octagon believes that providing a challenging and rewarding career, combined with a supportive work environment, incents employees to remain at the firm. Significant employee ownership and low employee turnover also underscore our culture of partnership, teamwork, and dedication to preserving investor capital across all our funds/accounts under management. We also embrace the principles of diversity, equity, and inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone’s voice is heard, every idea counts, and the differences of our employees are valued.


Position Summary:


The Vice President is responsible for supporting the Distressed Investment Team’s management of the restructuring and liability management processes of Octagon’s stressed and distressed investments. The Vice President will also collaborate closely with industry sector analysts to develop and implement strategies for managing such investments. They will put together Investment Committee memos and facilitate discussion of restructuring/workout strategies. They will also lead or participate in restructuring negotiations for in and out of court proceedings and coordinate with internal teams (legal, trading, operations, etc.) on all administrative matters throughout the lifecycle of Octagon’s distressed investments.



Essential Duties and Responsibilities:


  • Assist in developing strategies for managing risk in and restructuring and working out underperforming investments
  • Implement OCI’s restructuring strategy through participation in Steering Committee and ad hoc group discussions and negotiations with external stakeholders
  • Conduct detailed review of cooperation agreements, Transaction Support Agreements, credit agreements/indentures, and other legal documents
  • Monitor existing fund portfolios of stressed and distressed investments
  • Coordinate with internal stakeholders (i.e., Compliance, Legal, Accounting, Operations) regarding restructuring transactions and processes
  • Proactively take on ad hoc projects and provide support for new business initiatives, as needed


Areas of Knowledge, Skills, and Abilities/Qualifications:


  • JD with 4+ years of relevant experience in distressed/special situations restructuring investment banking/legal/financial advisory, or bank workout space
  • Strong analytical skills and strategic thinking with exemplary attention to detail
  • Strong understanding of bankruptcy, restructuring and litigation concepts, capital structures and inter-creditor issues
  • Solid ability to analyze and develop creative restructuring solutions
  • Outstanding reputation of professional integrity and maturity
  • Highly motivated, proactive team player with a positive attitude
  • Ability to multi‐task, be proactive, work independently, and work effectively under pressure (often under deadlines and changing priorities)
  • Excellent written and oral communication skills
  • Comfortable interacting and building relationships with all teams (including senior management) across the firm and affiliated organizations
  • Ability to clearly articulate views and supporting data or rationale
  • Exhibits a strong commitment to meet compliance obligations reflecting Octagon's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements


Compensation and Benefits:


  • Competitive salary and eligibility for year-end performance-based bonus
  • Medical, dental, vision, life, and disability insurance
  • Commuter benefits
  • 401(k) matching program
  • Profit sharing program
  • Employee Assistance Program (β€œEAP”)
  • Professional designation and licensure assistance
  • Family support and leaves of absence


Contact:


Contact:

Attention: Howard Barkin, Recruitment Manager


Octagon Credit Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender, gender identity, sexual orientation, or pregnancy), marital status, national origin, disability, age, or veteran status.


Please note that Octagon does not sponsor work visas or immigration-related employment benefits. We encourage all individual applications; please, no recruiters or agencies.

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Data Project Engineer
✦ New
🏒 The Judge Group
Salary not disclosed
Washington, DC 1 day ago

Additive Manufacturing Data Integration Engineer

Hybrid – Washington, DC (20036)

Up to $135,000

Travel ~25%

We’re looking for an Additive Manufacturing Data Integration Engineer to support external contributors and help prepare real‑world AM data for our AI‑ready platform. You’ll work directly with contributor teams, guide data preparation efforts, and ensure datasets are accurate, consistent, and ready for integration.

Responsibilities

  • Serve as the main technical point of contact for external AM data contributors.
  • Manage contributor timelines, milestones, and deliverables.
  • Clean, transform, and curate AM data for ingestion.
  • Interpret and validate AM data such as machine logs, build parameters, material properties, and inspection results.
  • Build models that connect AM materials, processes, and performance outcomes.
  • Apply internal data schemas for consistency across datasets.
  • Create metadata templates, ingestion guides, and data quality reports.
  • Provide clear feedback to improve contributor data quality.
  • Maintain onboarding materials and playbooks for future contributors.

Preferred Qualifications

  • Advanced degree in mechanical engineering, manufacturing engineering, materials science, materials informatics, or related field.
  • 5+ years in Additive Manufacturing development.
  • 3+ years in data science, data management, or similar roles.
  • Experience with SQL.
  • Proven experience leading technical projects.
  • Experience working within or contributing to technical standards.
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Operations Associate
✦ New
🏒 Truity Partners
Salary not disclosed
Ozaukee County, WI 1 day ago

Operations Associate (42192)


Our client is an organization in the Ozaukee County area looking for an Operations Associate. Our client is looking for someone with related experience, detail-oriented and strong analytical skills.


The salary range for this position is $50k-85k.


The Operations Associate will be responsible for, but not limited to, the following:

RESPONSIBILITIES

  • Support internal bookkeeping, billing support, recordkeeping and firm operations.
  • Process and manage accounts payable and accounts receivable transactions
  • Bookkeeping such as data entry, expense tracking and invoicing.
  • Maintain financial records into software.
  • Reconcile bank and credit card statements.
  • Prepare financial reports as needed.
  • Support payroll as needed.
  • Assist with month-end and quarter-end processes.
  • Support office operations with ongoing projects.


The Operations Associate will possess the following:


EXPERIENCE REQUIRED

  • Associate’s degree preferred.
  • Bookkeeping or other related experience preferred.
  • Strong organizational skills.
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills.


Equal Opportunity Employer

The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.

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Technology, Service Desk Associate
✦ New
🏒 BTIG
Salary not disclosed
New York, NY 1 day ago

Job Purpose:

Seeking a Desktop Support Specialist to join the Technology team in New York. This individual will be responsible for both remote and in person support for all Employees. Duties include documenting, triaging, investigating, and resolving issues reported to the Service Desk. The Desktop Support Specialist will work closely with other teams within the technology department to understand the impact and root cause of issues. The successful candidate must be able to communicate clearly and concisely, particularly when under pressure.β€―β€―Technical proficiency,β€―excellent problem-solving skills, professionalism, and solid communication skillsβ€―are a must.β€―The support specialist willβ€―alsoβ€―need toβ€―be comfortableβ€―working in aβ€―fast -paced environment with a demanding userβ€―baseβ€―andβ€―shouldβ€―be passionate about delivering continuous improvement acrossβ€―ourβ€―technologyβ€―platform.β€―β€―Β 

Duties & Responsibilities:

β€’ Β  Β Serve as the first point of contact for customers needing technical assistance.β€―β€―Β 
β€’ Β  Β Must work East Coast Market hoursΒ 
β€’ Β  Β Manage trouble calls viaβ€―ourβ€―ticketingβ€―system,β€―phone,β€―remote, andβ€―desk side visits to ensure courteous, timely, and effective resolution of end user issuesβ€―Β 
β€’ Β  Β Troubleshoot hardware,β€―Windows 10, Windows 11 and application issuesΒ 
β€’ Β  Β Install andβ€―upgradeβ€―software,β€―setupβ€―hardware andβ€―configureβ€―systems and applications such as MS Office, One Drive,β€―Zoom,β€―softphones,β€―turrets,β€―printers, scanners, bio metric, data encryption, VPNWIFI configuration, and firmware updates for deskside equipment such as Cisco phonesβ€―Β 
β€’ Β  Β Install and manage Spyware/Malware toolsβ€―Β 
β€’ Β  Β Install and support Market Data Feeds, Bloomberg, Thomson Reuters, ICE, Fidessa, Redi+, Fidessa and Global Relayβ€―Β 
β€’ Β  Β Provideβ€―first levelβ€―network support and troubleshooting for both wireless and wired configurationsβ€―β€―Β 
β€’ Β  Β A basic understanding ofβ€―Activeβ€―Directory at the Organization Unit levelβ€―β€―Β 
β€’ Β  Β Troubleshoot Ciscoβ€―Phone systems /β€―Video conference Β 
Β 

Requirements & Qualifications:

β€’ Β  Β Minimum 2-4 years of general IT Support with extensive customer-facing experience, would prefer the person to have trading desk support.Β 
β€’ Β  Β Experience with incident management/ticketing system like ServiceNowΒ 
β€’ Β  Β Proficiency in current protocols, operating systems and standards including Windows 10, Windows 11, Microsoft/Office 365Β 
β€’ Β  Β Experience with System Center Configuration Manager/Endpoint ManagerΒ 
β€’ Β  Β Experience with patch management and application deploymentΒ 
β€’ Β  Β Expertise troubleshooting, resolving, and supporting desktops, laptops, applications, hard phones and WIFI devicesβ€―Β 
β€’ Β  Β Ability to thrive in a fast-paced environment and work effectively under pressureΒ 
β€’ Β  Β Experience providing ongoing support to C-suite executivesΒ 
β€’ Β  Β Experience working in a similar role at a brokerage firm, private equity, hedge fund, asset management firm, or investment bank preferredΒ 
β€’ Β  Β High school degree required; college degree strongly preferredΒ 
β€’ Β  Β Must be willing to get MS900 certificationΒ 

Important Notes:

  • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
  • No phone calls please, the applicant will be contacted within two weeks if successful

About BTIG:

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.
Β 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

Β 

Compensation:Β 

  • BTIG offers a competitive compensation andΒ benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
  • The current estimated base salary range for this role is $85,000.00 - $115,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime.Β 

Β 

Disclaimer:Β  Β 

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Administrative - Retirement Plans Account Specialist
✦ New
Salary not disclosed
Canonsburg, PA 1 day ago

Retirement Plans Account Specialist

Β 

Fragasso Financial Advisors, Inc. is a primarily fee-based financial planning and investment management firm headquartered in Pittsburgh, PA. We are passionate about creating an exceptional client experience, and we have been helping clients work towards their financial goals since 1972.


We are seeking an organized, detail-oriented professional with strong communication skills to serve as a Retirement Plans Account Specialist in our South Hills office in McMurray, PA. This position plays a key role in supporting the delivery of retirement plan advisory services through coordination of administrative processes, client servicing, reporting preparation, plan conversions, and documentation oversight. The individual will collaborate with internal teams and external partners to help ensure a consistent, high-quality client experience and efficient department operations. This positions offers a hybrid work schedule with work from home opportunity.


Key Responsibilities

Responsibilities include, but are not limited to:

  • Provide timely administrative and operational support to retirement plan clients and advisory team members
  • Respond to client inquiries and assist in resolving questions or issues related to accounts
  • Maintain consistent communication with clients, prospects, and external partners
  • Document interactions, workflows, and activity in the firm CRM (Salesforce)
  • Support preparation and distribution of quarterly investment review reports
  • Coordinate with third-party administrators, recordkeepers, and investment partners to obtain service information, platform updates, and pricing information
  • Prepare and update participant communication and education materials and presentations
  • Review paperwork for completeness and accuracy; guide clients on documentation requirements
  • Facilitate plan conversions, transfers, and account onboarding activities
  • Coordinate recordkeeper transitions to ensure a smooth and efficient client experience
  • Maintain electronic records and client files in accordance with firm standards
  • Participate in client and prospective client meetings as needed
  • Conduct participant education sessions when appropriate
  • Collaborate effectively with internal team members and take ownership of assigned outcomes
  • Represent the firm through participation in client and networking events
  • Perform additional duties as assigned by management

Β 

To be considered for this position, you should possess the following qualifications:


  • Associate or bachelor’s degree (Business or related field preferred)
  • 2+ years of experience in financial services (retirement plans, advisory, or banking preferred)
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Experience with CRM platforms (Salesforce preferred)
  • Familiarity with retirement plan tools (RPAG preferred)
  • Strong organizational and time-management skills
  • Professional communication and client service orientation
  • Attention to detail and accuracy in documentation and reporting
  • Ability to manage multiple priorities in a collaborative team environment


We offer an excellent benefit package, including medical, dental, vision, life, 401k/profit sharing and an Employee Stock Ownership Plan!


Fragasso Financial Advisors has previously received β€œBest Places to Work” awards by organizations such as the Pittsburgh Business Times and Investment News.1


Fragasso Financial Advisors is an Equal Opportunity Employer D/V/LGBT

Investment advice offered through Fragasso Financial Advisors, a registered investment advisor.


1 The results of Best Places to Work are based on an online survey of employees, which were conducted in 2025 and in previous years. Companies are surveyed on a variety of factors ranging from employee job satisfaction to salary satisfaction to perspectives on management.

Β 

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Education Coordinator
✦ New
Salary not disclosed

Company Description

The Institute of Information Management (IIM) Africa is a premier professional institute dedicated to advancing competence and professionalism in the information management and information security industry. As a membership-driven association, IIM Africa serves the community of Records and Information Management (RIM) professionals, providing leadership, education, and a platform for idea exchange. The institute remains vendor neutral and offers objective insights and guidance on technology options. Our services include training, certification, consultancy, research, publishing, summits, and conferences.


Role Description

This is a full-time on-site role. The Education Coordinator will be responsible for developing and delivering educational programs, coordinating training sessions, and ensuring effective communication with members. The coordinator will also manage customer service inquiries, assist with pedagogy development, and support various educational initiatives of the institute.


Qualifications

  • Education and Pedagogy skills
  • Strong Communication skills
  • Customer Service and Training expertise
  • Ability to work collaboratively with a team
  • Experience in information management or a related field is beneficial
  • Bachelor's degree in Education, Communications, or a related field
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Recruiting Coordinator
✦ New
🏒 Insight Global
Salary not disclosed
Draper, UT 1 day ago

Onsite 2-3 times a week in Draper

Rate: $18-19 hr


Required Skills & Experience


-1+ year of recruiting coordination experience

-Strong proficiency in Microsoft Outlook and familiarity with scheduling tools within

-Exceptional organizational skills and attention to detail.

-Team player by being people-oriented with strong interpersonal skills, ability to pivot quickly as needed, work collaboratively, and maintain professionalism


Nice to Have Skills & Experience


-Experience with Oracle ATS and SharePoint preferred


Job Description


Insight Global is looking for a Recruiting Coordinator to join one of the world's largest financial clients in Draper, UT sitting onsite five days a week. This person will be joining the Recruiting & Coordination team in the Engineering division which is responsible for managing thousands of candidates a week and partners with hiring mangers across the firm to fill their openings. On a day to day, you will be reaching out to interviewers for availability, scheduling candidates for interviews and obtaining feedback from interviewers once complete. The tools this team uses are Microsoft Outlook to schedule interviews, SharePoint to provide real time updates and Oracle as the applicant tracking system. It is imperative that this person has a strategic mindset with a focus on continuous improvement and is very detailed oriented to keep up with the busy environment.

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Mortgage Package Closer
✦ New
🏒 Covetus
Salary not disclosed
Cincinnati, OH 1 day ago

Only USC and GC

The Package Closing Analyst is responsible for end-to-end review of executed closing package ensuring accurate and timely completion of Final Closing Package

Β· Responsible for reviewing closed loan packages for accuracy and verifying information in the Client’s processing system.

Β· Responsible for obtaining final fee sheet or disbursement ledger by following daily activities necessary to obtain outstanding final fee sheets. Reviewing and reconciling the closing agent fee sheet with the final lender CD. Identifying remediation requirement.

Β· Enter trailing document suspense conditions into the client’s processing system within a timely manner.

Β· Identify and obtain missing Custodian documents.

Β· Request shipment of custodial documents within a timely manner.

Β· Maintain contact with the closing agent to insure prompt delivery of trailing documents.

Β· Review trailing documents for accuracy.

Β· Request shipment of trailing documents upon receipt.

Β· Maintain a standard of customer service comparable to leading standards of Client’s industry while supporting the team goals.


Knowledge/Experience:


β€’ Minimum 3 to 4 years of US Residential Mortgage experience


Competencies/Skills:

β€’ Working knowledge of mortgage industry regulations

β€’ Strong attention to detail

β€’ Ability to escalate and problem solve with a high sense of urgency

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Sr. Mortgage Processor
✦ New
Salary not disclosed
Littleton, MA 1 day ago

Job Title: Senior Mortgage Processor

Department: Mortgage Lending

Department Location: Littleton, MA

Reports to: Senior Director, Mortgage Productions

Career Stream: Individual Contributor

Classification: Hybrid


Compensation: The base pay of the budgeted range is $25-35 per hour. Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.


FUNCTION: Responsible for performing a variety of tasks to ensure that mortgage and home equity loan applications are processed accurately and efficiently. Ensures all files are complete and compliant with Workers Credit Union policies, investor requirements, mortgage insurance standards, and applicable government loan regulations.


ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:


*For Both Mortgage Processor and Senior Mortgage Processor:


  1. Prepare and review initial disclosure packages, including Loan Estimates, ensuring accurate loan setup and compliance with loan program guidelines.
  2. Deliver disclosure packages to members via eSign or mail, based on their communication preferences.
  3. Order and track required third-party reports such as appraisals, title, flood certifications, tax transcripts, and employment verifications.
  4. Review borrower documentation for completeness and alignment with AUS findings; request and collect any outstanding items.
  5. Process home equity applications from approval to closing, including communication with members, delivering required documents, and clearing pre-closing conditions.
  6. Monitor and review title and property condition reports, escalating any issues to underwriting as needed.
  7. Ensure timely submission of loan files to underwriting; update the LOS with verified information and clear conditions as received.
  8. Manage government loan files, including coordination with lenders, tracking conditions, and providing updates to borrowers, MLOs, and agents.
  9. Track key milestones such as underwriting timelines, financing contingencies, closing dates, and rate lock expirations; communicate proactively with MLOs.
  10. Prepare and issue revised Loan Estimates in compliance with TRID for any changes in circumstance.
  11. Communicate approvals to all relevant parties and conduct pre-funding audits, including verbal employment verifications.
  12. Support the closing process and ensure confidentiality of all borrowers and loan information.
  13. Uphold the Workers Credit Union β€œWorkers Way” culture through daily interactions and behaviors.
  14. Perform other duties as assigned to support departmental and organizational goals.


*Additional Responsibilities for Senior Mortgage Processor:

  1. Serve as a subject matter expert and resource for junior processors, providing guidance on complex loan scenarios, regulatory compliance, and internal procedures.
  2. Support the training and onboarding of new team members and temporary staff in collaboration with processing leadership.
  3. Take ownership of high-volume or high-complexity pipelines, including jumbo loans, construction loans, and government-backed programs.
  4. Lead or participate in departmental initiatives aimed at improving processing efficiency, compliance, and member experience.
  5. Support the implementation of policy updates, system enhancements, and procedural changes in coordination with mortgage processing leadership


Other Duties:

  • May be asked to provide coverage in other WCU branches or departments.
  • Adhere to all WCU policies and procedures which include security compliance and following guidelines intended to limit risk exposure to fraud and losses.
  • Participates in department and/or organizational projects as directed.
  • Performs other tasks or functions as required, requested, necessary or prudent.
  • Maintains confidentiality of all member and credit union information and data.
  • Regularly demonstrates behaviors as defined by the credit union’s Fundamentals, which are part of the Workers Way culture program.


Education

  • High School Diploma or Equivalent Required.

Experience:

  • 2-4 years of experience managing both first mortgage and home equity loan files from initial disclosure through closing. Skilled in reviewing and validating borrower documentation, ordering third-party reports, reviewing underwriting conditions, and ensuring compliance with TRID and investor guidelines. Proficient in using loan origination systems (LOS), coordinating with internal teams and external partners, and maintaining clear communication with borrowers to ensure timely and accurate closings. Known for attention to detail, efficiency in pipeline management, and delivering exceptional service while upholding confidentiality and organizational values.
  • Additional Qualifications for Senior Mortgage Processor:
  • 4-7 years of experience. Demonstrated ability to handle complex loan scenarios, including jumbo, construction, and government-backed loans. Experienced in mentoring junior processors, resolving escalated issues, and serving as a subject matter expert within the team. Proven track record of leading process improvements, maintaining high pipeline efficiency, and delivering exceptional service. Recognized for attention to detail, leadership, and commitment to confidentiality and organizational values.


Knowledge/Skills/Abilities/Competencies:

  • A successful Processor possesses strong knowledge of mortgage products, regulatory guidelines (including TRID, RESPA, and HMDA), and loan processing procedures. Proficiency with loan origination systems, AUS platforms, and document management tools is essential. Key skills include attention to detail, strong organization, effective communication, and the ability to manage multiple files and deadlines simultaneously. The role requires a customer-focused approach, confidentiality, adaptability, and collaboration with internal teams and external partners to ensure efficient, compliant loan processing and exceptional member service.


Work Environment:

  • Hybrid Work Environment: This position offers a hybrid work environment, combining remote work with regular on-site days at the Littleton Headquarters. This work environment is subject to change based on business needs.


Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

  • This is a largely sedentary role.
  • While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
  • This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.




About Workers Credit Union: Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!


Benefits:

  • Comprehensive medical, dental and vision plans
  • Basic life and AD&D insurance, short-term disability and long-term disability
  • 15+ days of paid time off (PTO) per year
  • Up to 16 hours of volunteer time off (VTO) per year
  • 11+ paid holidays
  • 401(k) that includes a Safe Harbor Match of up to 4%.
  • Tuition Reimbursement Program
  • Mental health resources including an Employee Assistance Program (EAP)
  • Individualized learning and development programs


EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, vet

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