Divot Assets Jobs in Usa

3,092 positions found — Page 4

Life Actuary- Asset Liability Management Team (TAMPA)
🏢 Usaa
Salary not disclosed
Tampa Oaks, Florida 3 days ago

Why USAA?

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

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

The Opportunity

We are seeking a dedicated Life Actuary to join the Life Company's Asset Liability Management Team. This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Relocation assistance is not available for this position.

What you'll do:

  • Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
  • Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.
  • Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.
  • May make recommendations for model adjustments and improvements, when appropriate.
  • Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.
  • Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.
  • Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.
  • Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.
  • Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.
  • Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.
  • Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.
  • Advises management on issues and serves as a primary resource for their individual team members on escalated issues.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 8 years of experience without bachelor's degree)
  • Do you have one of the following:
  • 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor's degree + 4 years of experience + FSA)
  • OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor's Degree + 8 years of experience + ASA)
  • OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)
  • OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)
  • Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
  • Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart:

  • US military experience through military service or a military spouse/domestic partner
  • FSA (Fellow of the Society of Actuaries) designation
  • Experience using Moody's AXIS software
  • 2 or more years of experience with asset liability management or cash flow testing
  • Prior Actuarial experience with Life Insurance and Annuity Products
  • Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

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, 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.

Not Specified
Life Actuary- Asset Liability Management Team (PHOENIX)
🏢 Usaa
Salary not disclosed
Phoenix, Arizona 3 days ago

Why USAA?

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

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

The Opportunity

We are seeking a dedicated Life Actuary to join the Life Company's Asset Liability Management Team. This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Relocation assistance is not available for this position.

What you'll do:

  • Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
  • Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.
  • Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.
  • May make recommendations for model adjustments and improvements, when appropriate.
  • Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.
  • Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.
  • Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.
  • Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.
  • Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.
  • Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.
  • Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.
  • Advises management on issues and serves as a primary resource for their individual team members on escalated issues.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 8 years of experience without bachelor's degree)
  • Do you have one of the following:
  • 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor's degree + 4 years of experience + FSA)
  • OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor's Degree + 8 years of experience + ASA)
  • OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)
  • OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)
  • Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
  • Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart:

  • US military experience through military service or a military spouse/domestic partner
  • FSA (Fellow of the Society of Actuaries) designation
  • Experience using Moody's AXIS software
  • 2 or more years of experience with asset liability management or cash flow testing
  • Prior Actuarial experience with Life Insurance and Annuity Products
  • Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

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, 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.

Not Specified
Life Actuary- Asset Liability Management Team (COLORADO SPRINGS)
🏢 Usaa
Salary not disclosed
Colorado Springs 3 days ago

Why USAA?

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

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

The Opportunity

We are seeking a dedicated Life Actuary to join the Life Company's Asset Liability Management Team. This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Relocation assistance is not available for this position.

What you'll do:

  • Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
  • Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.
  • Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.
  • May make recommendations for model adjustments and improvements, when appropriate.
  • Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.
  • Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.
  • Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.
  • Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.
  • Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.
  • Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.
  • Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.
  • Advises management on issues and serves as a primary resource for their individual team members on escalated issues.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 8 years of experience without bachelor's degree)
  • Do you have one of the following:
  • 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor's degree + 4 years of experience + FSA)
  • OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor's Degree + 8 years of experience + ASA)
  • OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)
  • OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)
  • Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
  • Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart:

  • US military experience through military service or a military spouse/domestic partner
  • FSA (Fellow of the Society of Actuaries) designation
  • Experience using Moody's AXIS software
  • 2 or more years of experience with asset liability management or cash flow testing
  • Prior Actuarial experience with Life Insurance and Annuity Products
  • Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

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, 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.

Not Specified
Life Actuary- Asset Liability Management Team (SAN ANTONIO)
🏢 Usaa
Salary not disclosed
San Antonio, Texas 3 days ago

Why USAA?

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

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

The Opportunity

We are seeking a dedicated Life Actuary to join the Life Company's Asset Liability Management Team. This role coordinates, prepares, and performs actuarial analyses required to develop new products, project future results, reprice existing products, and/or determine financial strength.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. Relocation assistance is not available for this position.

What you'll do:

  • Performs complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
  • Reviews laws and regulations to ensure all processes are compliant; and provides recommendations for improvements and monitors industry communications regarding potential changes to existing laws and regulations.
  • Runs models, generates reports, and presents recommendations and detailed analysis of all model runs to Actuarial Leadership.
  • May make recommendations for model adjustments and improvements, when appropriate.
  • Shares knowledge with team members and serves as a resource to team on escalated issues and navigates obstacles to deliver work product.
  • Leads or participates as a key resource on moderately complex projects through concept, planning, execution, and implementation phases with minimal guidance, involving cross functional actuarial areas.
  • Develops exhibits and reports that help explain proposals/findings and provides information in an understandable and usable format for stakeholders.
  • Identifies and provides recommended solutions to business problems independently, often presenting recommendation to leadership.
  • Maintains proper price level, price structure, data availability and other requirements to achieve profitability and competitive goals.
  • Identifies critical assumptions to monitor and suggest timely remedies to correct or prevent unfavorable trends.
  • Tests impact of assumptions by identifying sources of gain and loss, the appropriate premiums, interest margins, reserves, and cash values for profitability and viability of new and existing products.
  • Advises management on issues and serves as a primary resource for their individual team members on escalated issues.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 8 years of experience without bachelor's degree)
  • Do you have one of the following:
  • 4 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (Bachelor's degree + 4 years of experience + FSA)
  • OR 8 years relevant actuarial experience and attainment of Associate within the Society of Actuaries. (Bachelor's Degree + 8 years of experience + ASA)
  • OR 8 years relevant actuarial or analytical experience and attainment of Fellow within the Society of Actuaries (FSA)
  • OR 12 years relevant actuarial or analytical experience and attainment of Associate within the Society of Actuaries (ASA)
  • Experience performing complex work assignments utilizing actuarial modeling software driven models for pricing, valuation, and/or risk management.
  • Demonstrated experience communicating complex actuarial analysis and recommendations to technical and non-technical audiences.

What sets you apart:

  • US military experience through military service or a military spouse/domestic partner
  • FSA (Fellow of the Society of Actuaries) designation
  • Experience using Moody's AXIS software
  • 2 or more years of experience with asset liability management or cash flow testing
  • Prior Actuarial experience with Life Insurance and Annuity Products
  • Fixed Indexed Annuity (FIA) Experience

Compensation range: The salary range for this position is: $127,310 - $236,250

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, 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.

Not Specified
Vice President, Portfolio & Asset Manager | Affordable Housing & LIHTC
Salary not disclosed
Atlanta, GA 5 days ago

Our Client

  • Active, multidisciplinary, highly reputable multifamily affordable housing Developer & Owner
  • A top awarded LIHTC Developer in multiple states in the Southeastern U.S.
  • Very well-respected organization with a strong pipeline and appetite for growth
  • Established reputation for exceeding expectations for their business partners and their residents
  • Innovative, high-profile developments and an unwavering commitment to develop high-quality communities
  • Their affordable/LIHTC developments often feature high-quality design, sustainable materials, and amenities comparable to market-rate properties
  • Known for successful projects in urban infill and transit-oriented development areas
  • Their team encompasses diverse backgrounds in urban development, city government, and community outreach and they have created and maintained valuable alliances with local governments, communities, and industry partners, which enhance every project they complete
  • Earned 20+ Tax Credit awards over a 4-year period
  • Focused in the Southeastern U.S.


One of their Development team members shared, “I love working here. I would love to be here forever. If I could stay here forever, I’d be more than happy to. I love the company and the people. It’s a fun place to work! Most people come into the office at least four days a week just because they want to – because of our culture and fun work environment and the comradery.”


The Opportunity – Portfolio Manager

  • Report directly to the Chief Investment Officer
  • Oversee a LIHTC portfolio of ~50 properties and ~5,000 units (including affordable, workforce and market-rate merchant build)
  • Ensure Property Management team is hitting occupancy, keeping up with collections and rent increases, and meeting/exceeding financial goals
  • Ensure Property Management team is executing the asset plans appropriately and accurately
  • Coordinate the lease-up process (unit acceptance, inspections, startup timing, to conversion)
  • Identify efficiencies in the portfolio
  • Regularly review financials for the properties in the portfolio
  • Represent ownership with Property Management
  • Conduct annual site visits
  • Coordinate monthly reporting to partners and lenders
  • Abundant learning and growth opportunities


Additional responsibilities may include:

  • Oversee annual asset plans, cash distributions, and conversions
  • Participate in transactions (LP exits, dispositions, acquisitions)
  • Oversee quarterly REO schedule
  • Responsible for monthly financial reporting to ownership
  • Approve capex expenses that are unbudgeted or over a threshold
  • Conduct annual site visits
  • Review annual audits and tax returns


Our Firm – KM Partners

KM Partners’ national Executive Search and Professional Recruitment practice areas focus on high-growth, impact-investment-oriented businesses across relevant industries, including Investment Management, Real Estate, Clean Energy, Sustainable Infrastructure, and related Business and Professional Services. With a core focus in Tax Credits (LIHTC, NMTC, Historic, & Renewable), Multifamily, Affordable and Senior Housing, we partner with clients and place industry-specific professionals throughout the United States. We represent C-level Executive Leadership, Middle Management, and experienced Associates across industry professions.

Not Specified
Operations Analyst/ Manager Custody Service Asset Management Broker Dealer
Salary not disclosed
Atlanta 5 days ago
Title: Operations Analyst/ Manager Custody Service Asset Management Broker Dealer Location: St.

Petersburg, FL Duration: 6 Months Working Model: Hybrid Pay rate:$35-$40/hr on W2 Required: Requires 3 5 years of financial services experience, strong communication, and multitasking skills.

Role acts as RCS (RIA and Custody Services) Project Lead supporting onboarding and transitions.

Daily work includes leading calls, scheduling meetings, coordinating transitions, and resolving account or AML issues.

Supports advisors moving to RIA platforms, including new firm setups and account transfers.

Work directly with RIAs, independent broker dealers, and financial advisors (not end clients) Salesforce experience is helpful financial
Not Specified
Hybrid Real Estate Asset Management Associate
$250 +
A global investment firm is seeking an Associate to manage and oversee commercial and multifamily real estate investments in California.

You will analyze leasing decisions to optimize asset value and support preparation of property reports and budgets.

Required skills include effective communication, proficiency in Argus and Excel, with 2-5 years of relevant experience preferred.

The position offers a salary range of $105,000 to $120,000 annually, with hybrid work options.
#J-18808-Ljbffr
Remote working/work at home options are available for this role.
Not Specified
Temporary Special Assets Officer 1
Salary not disclosed
Albany, NY 4 days ago
Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

General Function: The collection of Business Banking loans per Bank guidelines

Essential Duties:

  • Collect past due Business Banking loans utilizing a phone, email, letters and occasional meetings.
  • Use of the internet, pulling credit reports, tracking court cases and skip-tracing techniques to locate the borrower and/or collateral when necessary.
  • Respond to borrower questions, investigate billing errors and other details regarding the loan accounts being managed.
  • Maintain records including detailed notes of communications and actions.
  • Comply with all relevant Federal, State and local laws and regulations.
  • Effectively collaborate with attorneys when a file is assigned to them.

Ancillary Duties:

As an integral member of the Special Assets Department, this position is also responsible to provide assistance wherever necessary to help the department and the bank in achieving their goals.


Qualifications

Education/Training:A.A.S. degree or equivalent in specialized banking courses

Skills: Proficient reading, writing, grammar, and mathematics skills; exceptional interpersonal relations, management, organizational, and communication skills; a thorough knowledge of current bank lending principals, policies, and practices; knowledge of all types of lending and loan products; proficient financial statement analysis and complex credit assessment; knowledge of current lending and collection laws and regulations; proficiency in Personal Computer programs such as: Microsoft Word and Excel. Able to perform complex tasks with minimal supervision.

Experience: Five (5) to ten (10) years of banking experience with an emphasis on commercial collection and the mortgage process; at least 2 - 5 years handling foreclosures and repossessions. All applicants must be 18 years of age or older.


Other Job Information

Temporary Position: This position is temporary and expected to be from 1-4 months in duration.

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

Physical Requirements:

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

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

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


Minimum

USD $30.00/Hr.
Maximum

USD $30.00/Hr.
temporary
Real Estate Services Asset Specialist
🏢 Community Financial System, Inc.
Salary not disclosed
Olean, NY 4 days ago
Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

This position will comply with bank and investor guidelines with portfolio and investor mortgage loans, conducting required functions for special asset protection management.

Essential Responsibilities:

  • Execute and submit secondary market investors, government agencies, and mortgage insurance delinquency and status reports to safeguard the company's interest
    • Adhere to guidelines set by investors, guarantors, and regulatory entitles for accurate and timely reporting
    • Manage audits conducted by third party companies such as TenA for quality control of FHA-HUD and USDA portfolios
  • Prepare, monitor, and submit applicable servicing claims to safeguard the company's interests in residential real estate properties following applicable guidelines and regulations
    • Processing and application of, or release of claim documents and funds
    • Successfully resolve claim disputes brought to mortgage insurance, guarantors, and investor loan entities
  • Oversee the workflow for maintaining post-foreclosure accounts including Other Real Estate Owned (OREO) properties
  • Facilitate release requests including but not limited to release of security, releases of liability, and deed transfers by preparing, reviewing and processing documents
  • Assist with conducting review, preparing and managing charge offs and write downs
  • Prepare and mail notifications to borrowers per investor, guarantor, state, insurer, or bank guidelines
  • Comply with applicable regulations including but not limited to Fair Debt Collections Practices Act, Real Estate Settlement Procedures Act, Service Member Civil Relief Act, Dodd-Fran Act (UDAPP) as they relate to consumer real estate loan collections
  • Perform other related duties as assigned or directed
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

As an integral member of the Consumer Real Estate Servicing Department, this position is also responsible to provide assistance wherever necessary to help the Consumer Real Estate Servicing Department and the Company in achieving their annual goals.


Qualifications

Education/Training/Requirements:

  • High School Diploma or GED required
  • A.A. or A.S. degree with business field of study or relevant work experience strongly preferred
  • All applicants must be 18 years of age or older

Skills:

  • Familiarity with collections, loss mitigation, foreclosure, and bankruptcy laws; servicing requirements of various secondary market investors and government agencies
  • Proficient reading, writing, and grammar skills
  • Excellent mathematical skills
  • PC proficiency including Windows and Microsoft Suite
  • Able to demonstrate ability to analyze data from reports/workbooks
  • Excellent interpersonal and communication skills
  • Must be collaborative, adapt and reprioritize, and have an independently objective mindset
  • Must be able to consistently demonstrate the Company's core values; integrity, teamwork, excellence, and humility

Experience:

  • Minimum of two (2) years' collections or loan servicing experience preferred

Other Job Information

Hours: 40 hours/week (some OT including nights, weekends & holidays)

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

Physical Requirements:

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

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

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


Minimum

USD $19.00/Hr.
Maximum

USD $25.60/Hr.
Not Specified
Project Administrator - Asset Protection
Salary not disclosed
Mason, OH 3 days ago

Russell Tobin's client is hiring a Project Admin – Asset Protection in Mason, OH

Employment Type: Temp-to-Perm

Location: Onsite - Mason, OH 45040

Pay rate: $25-$28/hr


Description:

The Associate Project Admin supports the Project Management team across all regions by assisting assigned Project Managers in delivering projects on time, within budget, and meeting Quality of Standards (QoS). This role ensures administrative processes are standardized, efficient, and timely, relieving leadership of heavy administrative workloads.


Responsibilities:

Project Management:

  • Manage small projects assigned by senior leadership, ensuring plans are submitted on time, trackers are updated, and ad hoc communications are handled.

Purchase Orders:

  • Utilize the PO creation system to process project PO requests.
  • Coordinate with finance to ensure AFEs align with project financial requirements.
  • Communicate with project owners regarding proposals and layouts.

Service Channel & Warranty Work Orders:

  • Create work orders for warranty claims or system health issues.
  • Update service trackers and coordinate with vendors to meet deadlines.

Project Close-Out & Documentation:

  • Verify site installation photos and update project databases.
  • Archive project data in MS Teams SharePoint Library.

Project Team Management:

  • Host weekly meetings with vendors and project teams.
  • Ensure project requirements are captured, delegated, and timelines are met.
  • Manage project intake queues and ensure proposals are delivered on schedule.


Requirements:

  • Minimum 3 years of project management experience
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint)
  • Strong interpersonal and communication skills
  • Ability to multitask and work in a team-oriented environment
  • PMP or CPP certification preferred


Benefits that Russell Tobin offers:

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

Not Specified
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