Does Katapult Affect Credit Jobs in Usa

Serve as the asset manager and contact person for internal, borrower, and third-party requests/concerns for assigned loans.

Proactive oversight and timely resolution of a portfolio of specially serviced CLO loans and other distressed debt assets.

Report to senior management updates on assigned loans.

Analyze property operating performance through review of operating statements, rent rolls and leases.

Evaluate and abstract loan documents.

Communicate effectively with internal and external parties including borrowers, legal counsel, property managers, other lenders, servicers, and other Rialto departments.

Negotiate complex transactions.

Perform research on various real estate markets throughout the U.S. and communicate with brokers in these markets.

Comprehensive analysis and understanding of loan collateral dynamics, value determination, and resolution alternatives.

Strong organizational skills with the ability to manage multiple priorities.

Prepare valuation and cash flow analysis on projected loan resolutions based on Borrower proposals including DCF / IRR / NPV scenarios for various strategies.

Underwrite potential new investment opportunities in CMBS, equity recapitalizations, asset/portfolio acquisitions, and mezzanine/preferred equity.

Prepare weekly, monthly, and quarterly reports for the executive team and outside parties.

Underwrite performing loan requests for reserve disbursements, lease approvals, loan extensions and other requests as needed and ensure all requests are handled in compliance with the terms of the related Loan Documents.

Bachelor's Degree from an accredited university is required, preferably in a related course of study like Commercial Real Estate or Finance.

Minimum of 5 years' experience in the workout of non-performing commercial real estate loans or debt asset management.

Advance knowledge of commercial real estate, fixed income, and general financial concepts.

Knowledge of bank, conventional, agency, and/or CLO origination and servicing is recommended.

Ability to underwrite commercial real estate and/or residential acquisition, development, and construction transactions, as well as possess excellent verbal and written communication skills.

High level proficiency working with Microsoft Excel, Word, and PowerPoint, in addition to a basic competency working with Argus and CRE Market Data Providers.

Strong work ethic and attention to detail.

Ability to manage time effectively while handling a variety of projects.

Prior credit/real estate underwriting experience.

The ideal candidate would have a strong understanding of loan documents or demonstrate the aptitude to quickly become familiar with loan documents.

Strong written and verbal communication skills.

Ability to multi-task and collaborate within a team setting.

Must be team-oriented and work well in a collaborative environment.

While performing the duties of this job, the Associate is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop. The Associate must occasionally lift and/or move up to 25 pounds. Evening or weekend work may be necessary to meet deadlines.

This description outlines the basic tasks and requirements for the position noted. It is not a comprehensive listing of all job duties.

Rialto Capital is committed to the principles of Equal Employment Opportunity. Our policy is to provide equal employment opportunity to all applicants and Associates without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age (40+), disability, veteran status, genetic information (including family medical history), or any other legally protected status.

Our company uses E-Verify to confirm the employment eligibility of all newly hired employees.

To learn more about E-Verify, including your rights and responsibilities please visit: .

We represent a global investment manager looking to hire an attorney with 5-8 years of experience to provide legal advice in connection with all aspects of product development, launch and maintenance of private funds, including drafting, reviewing and negotiation of associated documentation.

• Provide advice on structuring and execution of fund investments.
• Draft, review and negotiate advisory and sub-advisory agreements for institutional and intermediary asset management business.
• Draft, review and negotiate vendor, confidentiality and other third party agreements.
• Review and negotiate investment documentation, including brokerage and trading agreements.

Basic Qualifications

• JD with 5-8 years asset management legal experience, including significant experience with private funds.

Preferred Qualifications

• Working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940 and ERISA.
• Experience with credit funds. Law firm experience.
• Experience with structuring and execution of fund investments.
• Interest in and ability to work collaboratively in a global organization.
• Strong written and verbal communication and interpersonal skills.
• Law firm experience.

At JPMorgan Chase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference. You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers. While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.

As a Specialist I in Account Service at JPMorgan Chase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products. Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs. You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills. You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.

Job Responsibilities

• Manages a high volume of inbound calls (potentially 40-50 daily), delivering comprehensive support for financial products
• Utilizes customer service expertise to interpret needs and deliver continuous insights
• Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
• Excels both independently and collaboratively, driving team success and achieving goals
• Follows all regulatory and departmental practices and procedures diligently
• Takes ownership of each customer interaction while treating them with respect and responding with empathy

Required Qualifications, Capabilities, and Skills

• Reading and speaking in both Spanish and English fluently is required for this role
• Communication, information gathering, and decision-making skills
• Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
• Ability to manage complex customer interactions using empathy, composure, and sound judgment
• Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
• Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
• Ability to solve problems and effectively present and explain solutions
• Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
• Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
• High school diploma or GED required

Preferred Qualifications, Capabilities, and Skills

• Developing ability to use data to understand issues and opportunities
• Developing skills in using AI technology for automation and prompt writing

Work Schedule

Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends. This position requires that you attend trainings as scheduled. Training hours may not coincide with your regularly scheduled hours.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

Securian Financial is seeking an experienced, collaborative, and highly detail-oriented Senior Paralegal to join our Investments Legal team. This role supports a growing platform focused on private placement bonds and private equity / alternative investments.

This position serves as a key liaison among internal partners, external counsel, portfolio managers, and business counterparties. The ideal candidate brings deep transactional experience, strong commercial judgment, and a high level of ownership in managing all stages of sophisticated investment transactions from closing through payoff.

Ideal Work Style

• Collaborative and team-oriented
• Self-directed and highly motivated
• Intellectually curious and solutions-focused
• Comfortable managing multiple complex transactions under tight deadlines with minimal oversight

Key Responsibilities

• Serve as a trusted legal partner to senior-level portfolio managers by clearly analyzing and explaining legal and operational considerations in a practical, business-oriented manner.
• Independently manage all aspects oftransaction closings and fundings, including:
  • Preparing purchaser information
  • Completing complex subscription agreements for multiple investor types
  • Facilitating and managing KYC diligence
  • Coordinating execution and funding logistics
• Analyze sophisticated legal documents (e.g., note purchase agreements, indentures, limited partnership agreements, amendments, waivers) and summarize relevant key terms, identify issues, and drive resolution.
• Draft and negotiate a wide range of legal documents, including:
  • Confidentiality agreements
  • Purchase and sale agreements governing secondary trades of private placements
  • Bond powers and certificates
  • Side letters with fund general partners
• Proactively collaborate with internal and external stakeholders, anticipate needs, and continuously re-prioritize work in a fast-paced, transaction-driven environment.
• Stay current on industry trends, regulatory developments, and legal best practices; proactively identify risks and recommend process improvements.
• Demonstrate a strong "one-team" mindset by mentoring colleagues, supporting cross-training efforts, and contributing to special projects and temporary assignments as needed.

Qualifications

Required

• Paralegal certification with 5+ years of investments transactional experience, gained in a law firm and/or in-house environment at a registered investment adviser, insurance company, or similar financial institution.
• Subject matter expertise in private placement bond transactions, particularly physically-certificated Section 4(a)(2) offerings, and/or private equity or alternative investments.
• Strong working knowledge of:
  • NAIC requirements and risk-based capital considerations
  • Federal and state securities and investment laws and regulations (e.g., Securities Act, Investment Advisers Act)
  • General corporate law principles, applied in a practical, business-focused manner
• Exceptional written and verbal communication skills, with the ability to project professionalism and independently negotiate and resolve complex issues.
• Advanced organizational skills and the ability to manage multiple high-priority transactions simultaneously.
• Proficiency in Microsoft Office and strong aptitude for learning new technology platforms and document management systems.

Preferred

• Experience with:
  • NAIC ratings processes
  • Cross-border tax implications and related filings
  • Foreign currency swapped private placements
  • Secondary trades
  • Regulation U and Sections 13/16 reporting requirements
    
• Experience with AI-enabled tools and/or financial and legal platforms such as Clearwater, Snowflake, Privatei, HotDocs, or similar automation solutions.

The estimated base pay range for this job is:

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

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

Paid time off:

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

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

• Holidays: Securian provides nine company paid holidays.

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

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

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

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

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

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

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

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

To view our privacy statement click here

To view our legal statement click here

For 90 years, Berkheimer Tax Innovations has supported communities across Pennsylvania through reliable tax collection and related services. Serving more than 2,600 clients statewide, were proud to be the states largest tax collector.

We are currently seeking Customer Support Clerks to join our team in our McElhattan, PA office. This is a great opportunity for detail-oriented individuals to start and grow their careers with paid training, hands-on support, and ongoing learning.

WHAT YOU'LL DO:

As a Customer Support Clerk, you will serve as a point of contact for taxpayers! Responsibilities include, but are not limited to:

• In-Person Assistance: Provide face-to-face support by answering questions, assisting with account-related concerns, and helping ensure accounts remain accurate and in good standing.
• Phone Support: Answer incoming phone calls, responding to questions and providing assistance related to tax accounts, payments, and general inquiries.
• Tax Account Processing: Process tax forms & post payments to proper accounts
• Efficient Work: Complete all tasks in a timely manner while meeting company standards

SCHEDULE + LOCATION:

• Start date: April 20th, 2026
• Full-time schedule: Monday - Friday, 8:00 am - 4:00 pm
• On-site in our McElhattan, PA office
• Initial training ~4-6 months fully in office
• After training, the role transitions to hybrid, with 45 additional in-office training rotations (68 weeks each) within the first 15 months

PAY + BENEFITS:

• Pay Rate: $ 14.00/hour + monthly incentive opportunities!
• Medical, Dental, Vision & Life Insurance
• Paid Holidays, Vacation, Sick, and Personal Time
• Wellness Program including physical, emotional, and financial wellness
• 401(k) with Profit Sharing
• Employee Assistance Program
• Voluntary Benefit Plans
• FSA & HSA Options
• Travel Insurance
• Business casual work environment

• High School Diploma or equivalent
• 0 - 6 months related experience and/or training
• Reliable transportation to outer offices and tax sit-ins
• Ability to manage difficult or emotional customer situations
• Strong attention to detail with high levels of accuracy
• Situation analysis and problem-solving skills
• Ability to sit for long periods of time

ABOUT BERKHEIMER TAX INNOVATIONS

While our advanced systems set the standard in the industry, we know that true success comes from our peopletheir dedication, teamwork, and commitment to excellence. At Berkheimer, youll be part of a team where innovation meets personal service, and where your contributions have a direct impact on communities across the Commonwealth. Check out our real world results at .

Berkheimer Tax Innovations is an equal opportunity employer and E-Verify employer. All positions require a successful reference check, criminal background check and drug screen.

Compensation details: 14-14 Hourly Wage

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Required

Preferred

Job Industries

• Other

Bachelor's Degree Required to Apply

Katapult Network is designed to help college graduates with zero to two years of professional experience find their next professional career opportunity. We focus on helping recent college graduates, with no experience, get access to full-time, entry-level opportunities with some of the Nation's top employers. Our clients include ground-breaking start-up companies and well-established billion-dollar organizations who want to find their next generation of talent.

The Job

We are currently recruiting an entry-level Account Executive to join a nationally leading logistics company. With explosive sales coming in through channel partners and increased marketing initiatives, this company is experiencing rapid growth and needs strong talent to help them continue to develop.

While this is an excellent opportunity for anyone interested in building a professional sales career, the right candidate will be an enthusiastic team leader with outstanding motivational skills and a highly competitive personality. Recent college graduates are encouraged to apply!

What You Will Be Doing as an Account Executive:

• Responsible for identifying individual and corporate leads and contacts, developing strategies for semi-annual sales campaigns, and managing all prospective relationships
• Negotiate contracts and coordinate special customer needs through manufacturing and distribution
• Explain products or services and prices, and answer questions from customers, in order to persuade potential customers to purchase a product or service
• Accountable for acquiring new business, expanding existing business, and growing market share according to annual revenue plans
• Evaluate all territory assignments, manage sales process and strategy, report back to management to help estimate forecast revenues, determine price and discount schedules, administer sales quotes, and analyze market data
• Hold and develop presentations for sales meetings, represent the company at industry trade shows, and maintain regular contact with all local and national account buyers
• Consult on the development of all sales pipelines, advertising and marketing campaigns, and budget
• Assist with coordinating customer discount and promo programs, account management, client referral spins, and sales vertical strategy
• Manage and grow accounts by utilizing and maintaining the corporate database and lead-generation tools
• Qualify prospective leads, and move leads through the sales funnel into a face-to-face meeting for a sales presentation

Our Ideal Account Executive Candidate Has:

• Motivational: have the passion and desire to energize those around you
• Relationship building: establish and maintain interpersonal relationships by developing a constructive and cooperative working rapport
• Analytical: determine the essential function of each task in a detailed, goal-driven manner with strong multitasking abilities
• Persistence: aggressively seek personal growth and hit metric goals, even in the face of opposition. Take calculated risks to ensure the completion of assigned tasks
• Communication: express ideas clearly in both written and verbal correspondence, listen effectively, and share information appropriately with persons inside and outside the organization

Requirements to be an Account Executive:

• Bachelor's degree

Katapult Network is an equal-opportunity employer and celebrates diversity in all of its forms. People of all identities and backgrounds are encouraged to apply.

We're social! Follow us on:

Instagram: @katapultnetwork ( )

Facebook: job titles that we would consider: Business Development Specialist, Sales Coordinator, Sales Associate, Retail Sales, Sales Representative, Marketing Representative, Social Media Sales Specialist, Sales Consultant, Software Sales Associate, Marketer, Outside Sales Representative, Territory Sales Representative, Associate, Sales Internship, Medical Device Sales Specialist, Inside Sales Specialist, Account Manager, Account Representative, Financial Advisor, Wealth Management Advisor, Agent, Logistics Sales Specialist, Saas Sales, Sales Trainee, Sales Assistant, Brand Ambassador, Regional Sales Representative

Company Description

Since 1936 PenAir® Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we’re passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity® and they’re woven throughout our culture.

PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve in the Florida Panhandle, Southern Alabama, and Virginia.

Careers

Do you have a passion for helping others?

Currently, PenAir provides access to 14 convenient locations in Baldwin County, AL and Escambia, Santa Rosa, and Okaloosa Counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too.

Join the team. You’ll fit right in.

Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you?

The PenAir difference.

Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits.

Holistic Amenities:

1. Up to $15K available for continuing education
2. Student Loan Paydown
3. Adoption Assistance Reimbursement
4. Wellness Programs
5. Gym membership reimbursement
6. Formal Career Development Resources
7. Financial Wellness Resources
8. Purchase assistance with computers and fitness equipment.

Benefits Package Highlights:

1. Generous PTO Plan—20 days for new hires
2. Paid Maternal & Parental Leave
3. Competitive Retirement Plan
4. Competitive medical, dental & vision plans
5. Company paid Telehealth services.
6. Company paid Short Term Disability
7. And more……….!

The starting salary for this role is $86,000 to $102,000 per year, depending on experience.

About the role:

Oversees PenAir Credit Union’s fraud mitigation strategies and physical security program, ensuring effective risk reduction practices and timely deployment of loss prevention initiatives. Reviews industry and regulatory developments to identify gaps, recommends improvements, and establishes metrics to monitor fraud trends. Collaborates across departments to strengthen overall program effectiveness.

Major Duties and Responsibilities:

• Maintains and demonstrates knowledge of new & pending laws that will affect the Credit Union’s operations. Maintain a working knowledge of Credit Union services including debit and credit cards, ATM, ACH, draft, and wire processing, BillPay, account to account, person to person, etc..
• Manage the development, testing, and implementation of new fraud rules and strategies to improve program performance and mitigate loss, while monitoring, analyzing, and communicating fraud trends and losses to staff and management. Recommend procedural enhancements across departments based on dispute and case analysis to strengthen overall fraud mitigation efforts.
• Oversee all aspects of the Physical Security program & building projects. Respond to all security violations as required by regulation or credit union security policy. Coordinates with appropriate law enforcement agencies, financial institutions, vendors, & auditors.
• Assist in supporting daily operations related to fraud management. Coordinates and communicates with appropriate departments to ensure they are adequately informed and trained in fraud detection and prevention best practices.
• Hires, reviews, schedules, trains, and monitors the work of direct reports, conducts performance reviews; allocates resources to meet operational needs within the department; implements change based on departmental performance and/or internal recommendation; manages escalations and complaints.
• Perform other job-related duties as assigned.

Minimum Qualifications:

Experience

• Eight years to 10 years of similar or related experience, including preparatory experience.

Education/Certifications/Licenses

• Equivalent to a college degree (BS or BA in a relevant field). Completion of an industry certification

Interpersonal Skills

• The ability to motivate or influence internal or external senior level professionals is a critical part of the job, requiring a significant level of influence and trust. Obtaining cooperation and agreement on important outcomes via frequently complex, senior level dialogues, as well as a professional level of written communication skills are essential to the position.

Other Skills:

• Strong communication skills, both orally and in writing
• Ability to work independently and as part of a team, problem solve and make decisions.
• Must be numbers and detail oriented.
• Public speaking
• Knowledge of the features and benefits of financial institution products and services (to include mortgage products).
• Trustworthy with confidential information
• Strong knowledge of fraud management/investigative processes, knowledge of fraud tools and models; knowledge of bank payment systems.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Where it all began…

In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings—where everyone pitched in to help one another in their community—that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties. Our members benefit from the ideas and principles that have shaped us: Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit union’s bond with the people for whom this credit union was created.

What we stand for…

There are a few things we look for those we hire at SF Fire Credit Union, regardless of role or team.

First, do they align with our values?

Be Personal – Walk the Member/Employee Path

Be a Leader – Empower, Collaborate, Own

Be Outside the Box – Innovate, Educate, Engage

Be Real – Integrity and Transparency Matter

Be the Connection – Serve our Community

Second, will they thrive in a culture like ours, where we default to trust, embrace feedback, and desire to innovate? Finally, do they share our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role?

What it feels like…

Most days it feels more like going to work with a big family. Whether it’s a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get together, we’re here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude. While we’re driven to do great work, we also value real work/life balance.

Is This the Career for You?

The Chief Risk Officer (CRO) is a key member of the executive leadership team responsible for the overall management of risk across the credit union. This includes enterprise risk management, compliance, internal audit, vendor management, corporate insurance, business continuity management, records retention, and fraud risk management. The CRO will ensure that the credit union operates within its risk appetite, adheres to regulatory requirements, and protects its members' assets while supporting sustainable growth and innovation.

What You Get To Do:

1. Risk Management

• Develop and implement a robust enterprise risk management (ERM) framework that identifies, assesses, mitigates, and monitors risks across the credit union.
• Advise the CEO and board of directors on risk exposures and mitigation strategies, providing clear and actionable insights.
• Collaborate with executive team members and department leaders to integrate risk management practices into day-to-day operations and strategic planning.

1. Internal Audit

• Oversee the internal audit function, ensuring it operates independently and effectively to assess the adequacy and effectiveness of the credit union’s internal controls.
• Manage co-sourcing partners to execute against the audit plan and to ensure that control deficiencies are identified in a similar and thorough manner.
• Develop and execute a risk-based internal audit plan that addresses key operational, financial, and compliance risks.
• Report audit findings and recommendations to the CEO and board, ensuring timely resolution of identified issues.

1. Vendor Management

• Manage the third-party risk management program, ensuring that third-party relationships are adequately assessed for sufficient controls (especially information security), risks and aligned with the credit union’s strategic goals.

1. Records Retention

• Oversee the records retention program, ensuring that all records are maintained, stored, and disposed of in compliance with legal and regulatory requirements.
• Develop and implement policies and procedures for records management, ensuring the security and confidentiality of sensitive information.
• Conduct regular reviews of the records retention program to ensure ongoing compliance and operational efficiency.

1. Business Continuity Management

• Lead the development and maintenance of the business continuity plan (BCP) to ensure the credit union’s ability to operate during and after a crisis or disruption.
• Coordinate and lead regular testing and training exercises to ensure preparedness and continuous improvement of the BCP.

1. Corporate Insurance

• Oversee the corporate insurance program, ensuring adequate coverage for all operational, financial, and liability risks.
• Evaluate and select insurance providers, negotiate policy terms, and manage claims processes.
• Regularly review and update insurance coverage to reflect changes in the credit union’s risk profile and operations.
• Own the notification process to insurance carriers and other key stakeholders for potential or actual claims.

1. Compliance and Regulatory Affairs

• Ensure compliance with all applicable federal, state, and local regulations, including those specific to credit unions.
• Stay informed about changes in the regulatory environment and assess their impact on the credit union’s operations.
• Collaborate with the compliance team to develop and implement policies and procedures that meet regulatory requirements.

1. Team Leadership and Development

• Lead, mentor, and develop the risk management, internal audit, and vendor management teams, fostering a culture of integrity, accountability, and continuous improvement.
• Set clear goals and performance expectations for direct reports, providing guidance and support to achieve them.
• Ensure effective succession planning within the risk management and related functions.

1. Board and Executive Collaboration

• Serve as a key advisor to the CEO and board of directors on all risk-related matters, providing regular updates on risk exposures, mitigation strategies, and internal audit findings.
• Collaborate with other senior executives to align risk management practices with the credit union’s overall business objectives.
• Present reports and recommendations to the board’s audit and risk committees, ensuring transparency and accountability.

1. Strategic Initiatives

• Participate in strategic planning and decision-making processes, ensuring that risk considerations are integrated into the credit union’s long-term plans.
• Lead or contribute to special projects and initiatives that involve risk management, internal audit, or compliance considerations.
• Support innovation and transformation initiatives by assessing risks and providing solutions that align with the credit union’s strategic goals.

1. Other duties as assigned.

What We Look For In You:

EDUCATION: A bachelor's degree in business administration, accounting or finance is required. A Master of Business Administration and Certified Internal Auditor is preferred.

EXPERIENCE: Minimum of 15 years of progressively responsible management experience in a financial institution setting. A strong background in risk management, including direct experience in developing, assessing, and performing enterprise risk assessments are required. Must also be familiar with risk management concepts and leading practices such as the COSO framework.

SKILLS & COMPENTENCIES:

• Extensive experience in a senior risk management role, preferably within a credit union, financial institution, or similarly regulated industry.
• Proven track record of developing and implementing risk management and internal audit strategies.
• Have previous hands-on experience with regulatory compliance, third-party risk management, business continuity planning, and corporate insurance program management.
• Excellent leadership skills with experience managing and developing high-performing teams.
• Exceptional communication and interpersonal skills, with the ability to engage effectively with both internal and external stakeholders.
• Willingness to “roll-sleeves” up to help the credit union achieve its broader goals.
• Analytical mindset with the ability to leverage data and insights to inform risk management decisions.
• Commitment to the credit union’s mission, values, and member-first approach.
• Adaptability and the ability to thrive in a dynamic and fast-paced environment.

Note: This job description is non-contractual, or an exhaustive list and it may be added to or changed to from time to time.

Salary

This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At SFFCU, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for the San Francisco Market is an annual salary of $200,000 to $285,000.

OUR BENEFITS

We have a competitive compensation and benefits package, but the true reward of working for SF Fire Credit Union goes beyond what you’ll see on a pay-stub. We genuinely care our employees and we strive to invest in their professional and personal growth. We’re a relatively small organization at about 200 employees, so you can see the impact of your efforts and the value your contributions bring to our members and fellow employees.

• 401(k) and Employer Match
• Health, Vision, Dental and Life Insurance
• Annual Incentive/Bonus Program
• Tuition Reimbursement Program
• 11 Paid Holidays + Competitive PTO package
• Home & Consumer Loan Program (Discounted Rates)
• Professional development and training programs
• On-demand personal coaching resource
• Wellness Program (Discounted Gym Membership)

“Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.”