Total 82 Finance / Banking / Insurance job vacancies in US TX Fort Worth

It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

Position Summary

The Mortgage Loan Officer is responsible for assisting current and potentially new members with the mortgage loan process that includes guiding them through the application, approval and closing process. Their duties include recommending certain loan mortgage product options and explaining those terms to the member based on their own personal profile. Communicating constantly and accurately with members, support staff and management are key to their success. This professional must have the ability to provide significant direct service to members and thoroughly understand relevant legal parameters, and the administrative processes involved in the mortgage lending process.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.

• Works purposefully and is driven to provide the best team member experience.

• Meet with prospective Member borrowers. 

• Request, review and analyze Member applicant’s credit and financial data.

• Determine Member’s financing objectives and goals.

• Present the appropriate products and programs to the Member and explain guidelines.

• Discuss interest rate pricing as required.

• Identify appropriate opportunities to sell additional loan products.

• Collect all necessary supporting loan documentation as required to proceed the application through the loan process.

• Work with compliance and underwriting to ensure any outstanding loan conditions are met.

• Provide ongoing communication with the Member throughout the process, up to and including loan closing details and instructions.

• Ensure exceptional service experience for the Member throughout the mortgage application process.

• Comply with applicable consumer laws, regulations, company guidelines, etc.

• Complete all necessary training and licensing.

• Maintain a thorough knowledge of offered lending programs, policies, procedures, and regulatory requirements.

• Maintain the confidentiality of all information processed.

• Achieve mutually agreed upon personal production goals determined by mortgage management.

• Perform all job functions in accordance with the credit union’s mortgage lending policies and procedures.

• Prepare, complete, and submit required reporting requirements as determined by mortgage management.

• Work effectively in the organization’s loan origination system

• Work to ensure accountability and compliance with all applicable laws and regulations concerning mortgage lending.

• Manage multiple loan submissions and meet required deadlines for each loan.

• Quickly and accurately complete basic math functions including common decimal fractions, calculate rates and percentages.

• Drives to vendor locations, Wellby branch locations, and customers or members locations regularly.

• Performs other duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.

• Knowledge of general office procedures and practices, business English, spelling, punctuation, and arithmetic.

• Knowledge of the personal computer, utilizing Microsoft Office Suite and other mortgage loan origination software.

• Knowledge and understanding of mortgage pricing and rate sheets.

• Knowledge and understanding of mortgage products and guidelines.

• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices.

• Skilled in identifying and pursuing opportunities for business expansion within existing market, aiming to increase the credit union’s mortgage market share.

• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

• Ability to work effectively across department and achieve origination goals.

• Ability to work in a fast-paced team environment with exceptional member service skills.

• Ability to apply mortgage lending industry standards, laws, and regulations.

• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, deal effectively with the public, and establish and maintain effective working relationships with other team members.

• Ability to coordinate several concurrent activities simultaneously.

• Ability to input data accurately and efficiently into mortgage lending software systems and have a working knowledge of such systems.

• Ability to work under the stress of dealing with a wide range of personalities and monitoring and reviewing the many loan details and loan packages to ensure completeness and accuracy.

Supervisory Responsibilities

• Team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and are compliant with professional standards, state and federal regulatory requirements.

• The team member performs several routine and generally related tasks without supervisory direction.

• The team member may make decisions regarding unusual circumstances on occasion.

• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.

• Courses of action are determined by established procedures and/or their leader.

• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.

• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time.  Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings.  The team member must be able to exchange information, in person, in writing, and via telephone.  Some degree of stress results from contact with management, and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.

Minimum Qualifications

• High School Diploma or equivalent required

• Minimum three (3) years’ experience as a mortgage loan officer, or three (3) years of mortgage experience and one (1) year as a loan officer or loan officer assistant.

• Must have originated both conventional and government lending products.

• Thorough understanding of conventional and government lending underwriting guidelines.

• Ability to meet and acquire a Nationwide Multistate Licensing System (NMLS) license.

• Valid Texas Driver’s license or obtained within 30 days of hire.

• Must meet Wellby’s Loan Officer’s monthly minimum standards. See appendix.

For All Candidates:

This is a Full-Time, Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.  

It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

Position Summary:

The Senior Mortgage Loan Officer is responsible for assisting current and potentially new members with the mortgage loan process that includes guiding them through the application, approval and closing process. Their duties include recommending certain loan mortgage product options and explaining those terms to the member based on their own personal profile. Communicating constantly and accurately with members, support staff and management are key to their success. This professional must have the ability to provide significant direct service to members and thoroughly understand relevant legal parameters, and the administrative processes involved in the mortgage lending process.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.

• Works purposefully and is driven to provide the best team member experience.

• Meet with prospective Member borrowers. 

• Request, review and analyze Member applicant’s credit and financial data.

• Determine Member’s financing objectives and goals.

• Present the appropriate products and programs to the Member and explain guidelines.

• Discuss interest rate pricing as required.

• Identify appropriate opportunities to sell additional loan products.

• Collect all necessary supporting loan documentation as required to proceed the application through the loan process.

• Work with compliance and underwriting to ensure any outstanding loan conditions are met.

• Provide ongoing communication with the Member throughout the process, up to and including loan closing details and instructions.

• Ensure exceptional service experience for the Member throughout the mortgage application process.

• Comply with applicable consumer laws, regulations, company guidelines, etc.

• Complete all necessary training and licensing.

• Maintain a thorough knowledge of offered lending programs, policies, procedures, and regulatory requirements.

• Maintain the confidentiality of all information processed.

• Achieve mutually agreed upon personal production goals determined by mortgage management.

• Perform all job functions in accordance with the credit union’s mortgage lending policies and procedures.

• Prepare, complete, and submit required reporting requirements as determined by mortgage management.

• Work effectively in the organization’s loan origination system

• Work to ensure accountability and compliance with all applicable laws and regulations concerning mortgage lending.

• Manage multiple loan submissions and meet required deadlines for each loan.

• Quickly and accurately complete basic math functions including common decimal fractions, and calculate rates and percentages.

• Drives to vendor locations, Wellby branch locations, and customers or members locations regularly.

• Performs other duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.

• Knowledge of general office procedures and practices, business English, spelling, punctuation, and arithmetic.

• Knowledge of the personal computer, utilizing Microsoft Office Suite and other mortgage loan origination software.

• Knowledge and understanding of mortgage pricing and rate sheets.

• Knowledge and understanding of mortgage products and guidelines.

• Skilled in identifying and pursuing opportunities for business expansion within existing market, aiming to increase the credit union’s mortgage market share.

• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices.

• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

• Ability to work effectively across department and achieve origination goals.

• Ability to work in a fast-paced team environment with exceptional member service skills.

• Ability to apply mortgage lending industry standards, laws, and regulations.

• Ability to input data accurately and efficiently into mortgage lending software systems and have a working knowledge of such systems.

• Ability to work under the stress of dealing with a wide range of personalities and monitoring and reviewing the many loan details and loan packages to ensure completeness and accuracy.

• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, deal effectively with the public, and establish and maintain effective working relationships with other team members.

• Ability to coordinate several concurrent activities simultaneously.

Supervisory Responsibilities

• Team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and are compliant with professional standards, state and federal regulatory requirements.

• The team member performs several routine and generally related tasks without supervisory direction.

• The team member may make decisions regarding unusual circumstances on occasion.

• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.

• Courses of action are determined by established procedures and/or their leader.

• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.

• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time.  Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings.  The team member must be able to exchange information, in person, in writing, and via telephone.  Some degree of stress results from contact with management, and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.

Minimum Qualifications

• High School Diploma or equivalent required.

• Minimum seven (7) years of experience as a mortgage loan officer, or five (5) years as a loan officer and two (2) years of mortgage experience or as a loan officer assistant.

• Must have originated both conventional and government lending products.

• Thorough understanding of conventional and government lending underwriting guidelines.

• Ability to meet and acquire a Nationwide Multistate Licensing System (NMLS) license.

• Valid Texas Driver’s license or obtained within 30 days of hire.

• Must meet Wellby’s Loan Officer’s monthly minimum standards. See appendix.

For All Candidates:

This is a Full-Time, Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.  

Job Family:

Patient Account Representative

Travel Required:

None

Clearance Required:

None

What You Will Do:
 

The Insurance Patient Account Representative is an extension of a client’s business office staff. Representatives are responsible for taking in-coming and making out-going calls to patients and insurance companies to resolve account balances. All client policies and procedures are followed. Representatives will perform any and all job-related duties as assigned.

 

This position will be on a hybrid schedule working two days in the office and three days from home.

Questions regarding this position, you may contact Chris Rivera (Manager, Talent Acquisition) at (424) 430-3111

Essential Job Functions

• Account Review

• Appeals & Denials

• Medicare/Medicaid

• Insurance Follow-up

• Customer Service

• Billing

• UB-04 & CMS 1500

• Complete all business-related requests and correspondence from patients and insurance companies.

• Responsible for working on 40-70 Accounts Per Day

• Complete all assigned projects in a timely manner. 

• Assist client and patients in all requested tasks.

• Communicate to Guidehouse management areas of concern or areas of improvement. 

• Research and respond to all patient inquiries received by telephone and mail.

• Update patient demographic information and initiate account adjustments.

• Try to resolve account balances to zero prior to accounts being forwarded to an outside agency for collections.

What You Will Need:

• High School Diploma minimum

• 1+ year’s medical provider experience working with UB04, appeals & denials.

What Would Be Nice To Have:

• PC skills in a Windows environment are required. Knowledge and utilization of desktop applications to include Word and Excel is essential.

• Ability to initiate and follow through on projects and work independently with minimal supervision required.

#IndeedSponsored

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

• Medical, Rx, Dental & Vision Insurance

• Personal and Family Sick Time & Company Paid Holidays

• Position may be eligible for a discretionary variable incentive bonus

• Parental Leave

• 401(k) Retirement Plan

• Basic Life & Supplemental Life

• Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts

• Short-Term & Long-Term Disability

• Tuition Reimbursement, Personal Development & Learning Opportunities

• Skills Development & Certifications

• Employee Referral Program

• Corporate Sponsored Events & Community Outreach

• Emergency Back-Up Childcare Program

About Guidehouse
Guidehouse is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

Position Summary

The Accounting Manager plays a crucial role within the team, leading the daily activities of the Accounting Department. This involves ensuring streamlined accounting procedures, supervising the reconciliation of general ledger accounts, managing prompt month-end closure, and creating financial statements that adhere to both generally accepted accounting practices and Credit Union policies. The role also encompasses fostering and enhancing a team that delivers exceptional performance.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.

• Works with purpose and is driven to provide the best team member experience

• Manages the daily operations of the Accounting Department, including accounts payable, fixed assets, prepaids, corporate card expense reports, investment journal entries, ATM weekly settlements and daily withdraw entries, reconciliations, and integration with other systems. 

• Manages month-end journal entries and facilitates a timely and accurate month-end closing process.

• Coordinates the reconciliation, documentation, archival, and required research of general ledger accounts.

• Responsible for the timely and accurate compilation of financial statements, Call Report, and FR2900. 

• Prepares the monthly review and reporting of budget to actual, MoM, and YoY variances. 

• Performs and guides others with department research and troubleshooting. 

• Responsible for the development, maintenance, and adherence to department procedures.

• Develops plans and conducts training for the department and individual team members.

• Contributes to coordinating internal audits, annual opinion audit, and regulatory exams.

• Continuously reviews departmental processes and systems to identify and implement improvements, including automation. Works closely with project teams and vendor partners as needed to implement enhancements.

• Attends educational workshops and training to stay knowledgeable on accounting, industry, and system updates.

• Establishes internal controls and guidelines for accounting transactions.

• Oversees preparation of business activity reports, financial forecasts.

• Oversees the production of periodic financial reports; ensures that the reported results comply with generally accepted accounting principles or financial reporting standards. 

• Coordinates with outside auditors and provides needed information for the annual external audit.

• Performs other related duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.

• Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.

• Knowledge of GAAP accounting standards

• Knowledge of relevant financial regulations and compliance requirements specific to credit unions and the financial industry.

• Knowledge of tax laws and regulations applicable to credit unions and financial institutions.

• Knowledge of Symitar/Jack Henry software

• Skilled in MS Office, especially Excel, and ability to learn unfamiliar software.

• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications.

• Ability to efficiently manage tasks, deadlines, and priorities.

• Ability to communicate clearly and concisely, orally and in writing.

• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.

• Ability to coordinate several concurrent activities simultaneously.

• Ability to exercise independent judgment.

Supervisory Responsibilities

The team member does have supervisory responsibilities.

Complexity & Scope of Work

• The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.

• The team member performs routine and generally related tasks without supervisory direction.

• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.

• Courses of action are determined by established procedures and/or the VP, Controller

• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.

• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings. 

• The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

Minimum Qualifications

• Bachelor’s degree in Accounting or Business Administration required.

• Minimum five (5) to seven (7) years of work experience

• Minimum one (1) year or supervisory or management experience, showcasing the ability to lead and develop a team.

• Prior work experience in a financial institution is preferred.

• Proficiency in using financial software and systems; experience with Workday/Symitar is a plus

For All Candidates

This is a Full-Time, Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.  

Job Family:

Patient Account Representative

Travel Required:

None

Clearance Required:

None

What You Will Do:

The Patient Account Representative (PAR) is expected to perform specific billing processes, follow-up, account resolution, adjustments and scanning as required. This position works with other departments to facilitate the meeting of both departmental facility goals and objectives. This position is responsible for account resolution.  Ability to find solutions to problems and keeping management informed of patterns regarding payments and or other issues with specific payers is essential

Questions regarding these openings, please call Chris Rivera (Manager, Talent Acquisition) at 424-430-3111.

These positions are on a Hybrid Schedule working two days in the office and three days from home.

The Patient Account Representative has an extensive knowledge of billing, accounts receivable follow-up, timely filing guidelines and the ability to effectively review remittance advices and electronic billing reports from payer to determine the action required. This position performs all related job duties as assigned.

Duties and Responsibilities

• Contacts third party payers and guarantors via payer websites or by phone to resolve account balances on all assigned accounts.

• Work all correspondence within 24 hours or receipt.  Detail notes regarding correspondence must be entered into the client’s system

• Works all denials taking necessary actions to obtain account resolution

• Submits appeals, as appropriate, for all non-clinical denials

• Monitors all denials for trends and issues and reports findings to supervisor

• Bills or re-bills claims as necessary

• Ensures the client follows all state and federal rules and regulations both billing and HIPAA

• Completes assigned special projects within the time frames given

• Attend training sessions and seminars offered by the Client and Third-Party Payers.

• Appropriately documents each account worked in client practice management system

• Makes necessary corrections in client practice management system.

• Resolves or forwards all address and / or plan changes as appropriate to ensure the integrity of the insurance master is maintained

• Updates patient accounts with corrected demographic or insurance information    

• Posts adjustments based on standard operating procedures or as directed by leadership

• Handles all customer calls both internal and external in a professional and courteous manner.

What You Will Need:

• High School Diploma or equivalent GED

• 1-year experience in office, business, operations, customer service or healthcare field.

What Would Be Nice To Have:

• Previous experience working in insurance portals

• PC skills in a Windows environment are required.

• Knowledge and utilization of desktop applications to include Word and Excel is essential.

• Ability to initiate and follow through on projects and work independently with minimal supervision

#IndeedSponsored

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

• Medical, Rx, Dental & Vision Insurance

• Personal and Family Sick Time & Company Paid Holidays

• Position may be eligible for a discretionary variable incentive bonus

• Parental Leave

• 401(k) Retirement Plan

• Basic Life & Supplemental Life

• Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts

• Short-Term & Long-Term Disability

• Tuition Reimbursement, Personal Development & Learning Opportunities

• Skills Development & Certifications

• Employee Referral Program

• Corporate Sponsored Events & Community Outreach

• Emergency Back-Up Childcare Program

About Guidehouse
Guidehouse is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.

Alter Domus is currently seeking a new Fund Accountant to join our Credit Fund Administration team! Fund Accountant (Credit Funds) Job description: Process and track daily cash contributions and distributions for investment fund clients;Demonstrate ability to prioritize tasks, work on multiple assignments, and complete work with little direction;Exhibit time-management skills by developing and executing specific goals in an agreed upon timeframe;Handle daily case activities and notices on assigned funds;Obtain approval on correcting discrepancies and missing information;Prepare cash and journal entries;Participate in quarterly and annual audit functions; andUnderstand the governing agreements between Alter Domus and the client. Your profile: High-performing accounting graduate;Strong verbal and written communication skills;CPA, or intention to obtain CPA, preferred;Ability to prioritize tasks, work on multiple assignments, and manage ambiguity;Ability to work both independently and as part of a team with professionals at all levels;Proficiency in Microsoft Excel; andBackground in private equity or public financial services a plus. About us: We are Alter Domus. Our name means “The Other House” and we’re a world leading provider of integrated solutions for the alternative investment industry. We believe in being different. Here, you progress on merit, not who you know. You speak openly, whoever you’re speaking to. And it’s your freedom to decide which cutting-edge kind of finance professional you want to be. Join more than 4,500 fund administration, accounting, tax, loan administration and legal experts worldwide and take pride in being alternative. Alter Domus clients include the world’s leading asset managers, lenders and asset owners. We’re specialists who use the most innovative technologies to create unparalleled solutions for the private equity, real assets and debt capital markets sectors. This is where standout talent advances what’s possible in fund administration, corporate services, depositary services, transfer pricing, domiciliation, management company services, loan administration, agency services, trade settlement and CLO manager services. What we offer: Alter Domus provides a sophisticated, diverse, and global work environment with prominent clients. We will take your ambitions and talents to the next level while giving you the resources and support you need to succeed. Here are some of the benefits we provide: 401(k) savings plan with 100% employer match up to 6%Flexible paid time off from 27-35 days paid off per year, depending on your level11 paid holidaysPaid birthday offGenerous parental leave for both parentsHealth care coverage for as little as $25 per monthFlexible Hybrid working environmentComprehensive training through our acADemy training programDedicated people manager and coach focused on your careerAs well as many more… For more information, please visit: careers.alterdomus.com. Alter Domus is an Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status. We are Alter Domus. Our name means “The Other House” and we’re a world leading provider of integrated solutions for the alternative investment industry. We believe in being different. Here, you progress on merit, not who you know. You speak openly, whoever you’re speaking to. And it’s your freedom to decide which cutting-edge kind of finance professional you want to be. Join more than 4,100 fund administration, accounting, tax, loan administration and legal experts worldwide and take pride in being alternative. Alter Domus clients include the world’s leading asset managers, lenders and asset owners. We’re specialists who use the most innovative technologies to create unparalleled solutions for the private equity, real assets and debt capital markets sectors. This is where standout talent advances what’s possible in fund administration, corporate services, depositary services, transfer pricing, domiciliation, management company services, loan administration, agency services, trade settlement and CLO manager services. For further information, and to apply, please visit our website via the “Apply” button below.

03/24/2024

Address:

859 Fort William Road

Commercial Sales & Service

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• Leads and executes business development plans to that business goals are achieved or exceeded.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• May network with industry contacts to gain competitive insights and best practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Manages the risk of the assigned complex portfolio in a timely and precise manner.
• Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
• Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
• Gathers data to advance sale process and completes all required documentation.
• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
• Tracks implementation requests to keep the process on track with timelines.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Ensures accurate billing to clients.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Demonstrated history of successful business development, including ability to network in external markets
• Demonstrated knowledge of relevant industry verticals and market’s competitive environment
• Experience in contact negotiations with both clients and legal counsel
• Experience drafting responses to complex RFPs
• Experience with Sales Strategy and Sales referral process development
• Risk Management - In-depth
• Sales and Service Management –In-depth
• Relationship Management - In-depth
• Change Leadership - Working
• Conflict Management & Resolution –In-depth
• Resource Planning – Working
• Business Acumen – In-depth
• Financial and Working Capital Understanding – In-depth
• Strategic Thinking – Working
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

Position Summary

The Lending Data Analyst is responsible for collecting, organizing, and analyzing data related to lending operations within Wellby. This role plays a critical part in supporting lending decision-making, assessing risk, and optimizing lending strategies. This role will also maintain and provide reporting and data for the optimization of all areas of the lending division including Consumer, Mortgage, Indirect, Collections and Servicing

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.

• Works with purpose and is driven to provide the best team member experience.

• Create, validate, manage, and automate key monitoring reports for business optimization for the Lending Division with the highest degree of accuracy as possible.

• Recognizes the connection between the business operations and analytics to influence business strategies and solutions and understand the day-to-day business of the lending division.

• Analyzes data, optimizes performance, identifies areas of improvement, and recommends ways to increase and generate revenues.

• Develops and maintains business solutions, which may include data, reporting, business intelligence or analytics.

• Create and maintain reports using excel. Utilize knowledge of Excel and other optimization methods to perform quantitative and qualitative data analysis.

• Responsible for concentration and trend reports, board reports, credit score migration, ad hoc, etc. from nCino and other reporting systems.

• Provide reports related to preapproval campaigns, loan participations and loan sales.

• Serve as the Point of Contact for nCino related to Lending Division Reporting.

• Provide reporting for internal and external audits and staying abreast of new lending compliance and regulations including TIL, TRID, MLA, HMDA, ECOA, FDCPA, etc.

• Maintains data integrity and creates efficiencies by automating the reporting function.

• Demonstrate a strong understanding of the mortgage/consumer lending/collections business model and the competitive/benchmark landscape and recommend changes for business growth and performance.

• Manage communications with internal lending leadership team to understand their business needs, identify requirements and scope of reporting projects and needs.

• Prioritize and handle multiple projects and be able to multitask with competing deadlines from different lending leaders.

• Identify opportunities to use data to develop new strategies and improve processes.

• Keeps up to date with emerging analytics, insights and data management technologies and methodologies, and assesses their relevance to our products and strategy.

• Defining data quality by ensuring data is measured and trusted. This may include working with project teams to define data quality requirements as well as ensuring ongoing assessments of data quality. 

• Meet with business partners including lending leaders, IT, compliance, risk management, etc. for new and existing reporting for the Lending Division initiatives.

• Performs other related duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.

• Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.

• Knowledge of personal computer, utilizing Microsoft Office Suite Loan Origination Systems, Financial Core Systems, Financial Reporting Systems, and other software’s.

• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines.

• Ability to communicate clearly and concisely, orally and in writing.

• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.

• Ability to coordinate several concurrent activities simultaneously.

• Ability to exercise independent judgment.

• Ability to work independently with broad direction and to adapt to a fast-changing environment.

Supervisory Responsibilities

The team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.

• The team member performs routine and generally related tasks without supervisory direction.

• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.

• Courses of action are determined by established procedures and/or the Lending System Manager

• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.

• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings. 

• The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

Minimum Qualifications

• Bachelor’s Degree in Statistics, Economics, Finance, or a related field or a equivalent combination of education and experience.

• Minimum three (3) to five (5) years of data and analytics, market research, insights creation required.

• Experience with Microsoft office suite products.

• Experience with Loan Origination Systems, Financial Core Systems, and Financial Reporting Systems preferred

• Experience with lending compliance and regulations.

• Strong communication, problem solving, work standards, administrative and analytical skills required.

For All Candidates

This is a Full-Time, Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.  

It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

Position Summary

The Teller is responsible for performing member banking transactions, providing education on banking services available, and communicating banking products to members. This includes completing deposits, withdrawals, and other financial interactions while providing excellent member service to all members. The role may provide support and coverage to other branches and perform related teller duties as assigned.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.

• Works purposefully and is driven to provide the best team and member experience.

• Establishes and maintains positive relationships by creating exceptional experiences and making the members feel valued.

• Engage members as they enter the branch by welcoming and making them feel appreciated, including managing lobby traffic, checking members into the waiting queue, and scheduling/canceling appointments.

• Identify changes in members’ financial situation and banking needs and recommend relevant solutions to enhance the member’s financial goals.

• Recommends and assists members with convenient technology solutions including but not limited to Online Banking, mobile applications, etc.

• Provides timely responses to members and other team member requests.

• Cash checks and disburses funds after verifying signatures and sufficiency of the fund to support withdraws.

• Accepts deposits, confirming the accuracy of transactions.

• Prepares, verifies, and issues cashiers’ checks, bank, and personal money orders, etc.

• Enters transactions in the bank’s recordkeeping system, recording all transactions and producing member receipts.

• Evaluates checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.

• Balances all monies in cash drawers at the end of shifts.

• Accepts and counts inventories of cash, drafts, and travelers’ checks each day.

• Accountable for the vault, dual-control access at the branch location.

• Maintains a work area that ensures the safety of all negotiables and confidential records.

• Prepares monies for deposit or shipment to branch banks or the Federal Reserve Bank. 

• Orders a cash supply to meet daily needs.

• Adheres to all security policies for the branch, including the opening and closing procedures of the branch.

• Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures, including but not limited to completing and submitting Currency Transaction Reports, being knowledgeable of signs of unusual financial activities, and reporting signs of unusual activity and/or completing reporting for Suspicious Activity Report as appropriate per procedure.

• Completes all mandatory compliance testing by deadlines. Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures. 

• Performs other related duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.

• Knowledge of basic math skills.

• Knowledge of bank security measures.

• Knowledge and ability to utilize processes, tools, and techniques to detect, address, and prevent fraud.

• Knowledge of business English, spelling, and punctuation.

• Knowledge of retail product philosophy, banking industry best practices, and regulations

• Knowledge of personal computer, utilizing Microsoft Office Suite.

• Skilled in high-level member service practices.

• Skilled in operating computer equipment and general office machines such as personal computers, copiers, Microsoft Teams, Zoom Video Communications, and adding devices.

• Ability to recognize questionable and fraudulent transactions.

• Ability to learn new software.

• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

• Ability to be trustworthy and act with integrity.

• Ability to work in a fast-paced team environment.

• Ability to communicate clearly and concisely, orally and in writing.

• Ability to coordinate several concurrent activities simultaneously.

Supervisory Responsibilities

• Team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member performs a variety of related tasks, which are mostly routine.

• Non-routine situations or conflicts are usually referred to the supervisor for resolution.

• Instructions to the team member may be general or specific in nature.

• Courses of action are determined by established procedures and/or the Branch Manager.

• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.

• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time, in addition to standing for long periods. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the branch; and attending possible onsite and offsite meetings. The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with members, management, and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the branch and load them onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

Work Hours

• To meet the department’s needs, overtime work is sometimes necessary, and team members may be required to work overtime hours as assigned. 

• Shifts may be staggered (between 7:30 a.m. and 6:30 p.m. CST) and will include weekends.

Minimum Qualifications

• High school diploma or equivalent required.

• Previous cash handling experience required.

• Minimum one (1) year experience in member service, financial services, or similar retail experience preferred.

• Previous experience working directly with the public.

• Flexibility to support other branches based on business needs.

For All Candidates

This is a Full-Time, Hourly (non-exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you’d like more information about your EEO rights as an applicant under the law, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the organization.  

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

CP - Compliance

Estimated Travel Percentage (%): No Travel

Relocation Provided: No

American General Life Insurance Company

It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

Position Summary

The Teller is responsible for performing member banking transactions, providing education on banking services available, and communicating banking products to members. This includes completing deposits, withdrawals, and other financial interactions while providing excellent member service to all members. The role may provide support and coverage to other branches and perform related teller duties as assigned.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.
• Works purposefully and is driven to provide the best team and member experience.
• Establishes and maintains positive relationships by creating exceptional experiences and making the members feel valued.
• Engage members as they enter the branch by welcoming and making them feel appreciated, including managing lobby traffic, checking members into the waiting queue, and scheduling/canceling appointments.
• Identify changes in members’ financial situation and banking needs and recommend relevant solutions to enhance the member’s financial goals.
• Recommends and assists members with convenient technology solutions including but not limited to Online Banking, mobile applications, etc.
• Provides timely responses to members and other team member requests.
• Cash checks and disburses funds after verifying signatures and sufficiency of the fund to support withdraws.
• Accepts deposits, confirming the accuracy of transactions.
• Prepares, verifies, and issues cashiers’ checks, bank, and personal money orders, etc.
• Enters transactions in the bank’s recordkeeping system, recording all transactions and producing member receipts.
• Evaluates checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents.
• Balances all monies in cash drawers at the end of shifts.
• Accepts and counts inventories of cash, drafts, and travelers’ checks each day.
• Accountable for the vault, dual-control access at the branch location.
• Maintains a work area that ensures the safety of all negotiables and confidential records.
• Prepares monies for deposit or shipment to branch banks or the Federal Reserve Bank. 
• Orders a cash supply to meet daily needs.
• Adheres to all security policies for the branch, including the opening and closing procedures of the branch.
• Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures, including but not limited to completing and submitting Currency Transaction Reports, being knowledgeable of signs of unusual financial activities, and reporting signs of unusual activity and/or completing reporting for Suspicious Activity Report as appropriate per procedure.
• Completes all mandatory compliance testing by deadlines. Implements processes as required by the Bank Secrecy Act and Wellby policies and procedures. 
• Performs other related duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.
• Knowledge of basic math skills.
• Knowledge of bank security measures.
• Knowledge and ability to utilize processes, tools, and techniques to detect, address, and prevent fraud.
• Knowledge of business English, spelling, and punctuation.
• Knowledge of retail product philosophy, banking industry best practices, and regulations
• Knowledge of personal computer, utilizing Microsoft Office Suite.
• Skilled in high-level member service practices.
• Skilled in operating computer equipment and general office machines such as personal computers, copiers, Microsoft Teams, Zoom Video Communications, and adding devices.
• Ability to recognize questionable and fraudulent transactions.
• Ability to learn new software.
• Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Ability to be trustworthy and act with integrity.
• Ability to work in a fast-paced team environment.
• Ability to communicate clearly and concisely, orally and in writing.
• Ability to coordinate several concurrent activities simultaneously.

Supervisory Responsibilities

• Team member does not have supervisory responsibilities.

Complexity & Scope of Work

• The team member performs a variety of related tasks, which are mostly routine.
• Non-routine situations or conflicts are usually referred to the supervisor for resolution.
• Instructions to the team member may be general or specific in nature.
• Courses of action are determined by established procedures and/or the Branch Manager.
• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.
• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.
• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time, in addition to standing for long periods. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the branch; and attending possible onsite and offsite meetings. The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with members, management, and other team members.
• The ability to observe details at close range (within a few feet of the observer).
• Must be able to occasionally lift items weighing up to 25 pounds across the branch and load them onto shelves for various needs.
• The noise level in the work environment is usually moderate.
• Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

Work Hours

• To meet the department’s needs, overtime work is sometimes necessary, and team members may be required to work overtime hours as assigned. 
• Shifts may be staggered (between 7:30 a.m. and 6:30 p.m. CST) and will include weekends.

Minimum Qualifications

• High school diploma or equivalent required.
• Previous cash handling experience required.
• Minimum one (1) year experience in member service, financial services, or similar retail experience preferred.
• Previous experience working directly with the public.
• Flexibility to support other branches based on business needs.

For All Candidates

This is a Full-Time, Hourly (non-exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you’d like more information about your EEO rights as an applicant under the law, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the organization.  

Your future team

Corebridge specializes in retirement savings and investment products and services, including individual variable and fixed annuities, group retirement products, mutual funds, financial planning and investment advisory services and guaranteed investment contracts. Corebridge has been in the 403(b) market since its inception writing the first K-12 403(b) programs almost 50 years ago.

The Manager of Implementation provides leadership and direction for institutional level client projects as well as strategic planning and execution of team goals and priorities.  The functions are high impact/high exposure and include any activities required to support plan sponsors in the administration of defined contribution plans.  The Manager reports to the Director of Implementation Services.  In this role, the Manager leads teams which may consist of Data Analyst, Payroll Specialist, and Payroll Analyst.

Your contribution at Corebridge

As an influencer at Corebridge, people come to you as a “go-to” source for help and support because of your deep knowledge and expertise. As a more experienced team member, you are capable of driving continual improvement and impacting the way that things get done. Because of your influence, whether direct or indirect, we are able to deliver powerful outcomes for our clients.

• Providing leadership, direction and support to team members regarding exception cases, escalations, best practices, and legal/regulatory guidelines/changes
• Reviewing and approving contracts and partnering with the Legal Department to ensure operational compliance to provisions
• Consulting with other areas on projects and other day to day functions and tasks
• The best performers in this position have the ability to be effective leaders and partner across the organization to achieve results
• Multi-task and prioritize in a fast-paced dynamic environment to ensure established project deliverables are met
• Ensure that projects and/or maintenance activities are completed on schedule with 100% accuracy
• Provide input for workflow and system enhancements to increase the efficiency and quality of work generated by the teams
• Assist team members in negotiating institutional clients to VALIC’s service delivery model and where exception is required negotiate clients to mutually acceptable solutions

What we are looking for

• Educational Requirements  - Bachelor's or master's degree
• Job Skills -  Leadership and management skills, budgeting ability, communication and presentation skills, ingenuity and creativity
• Experience in Group Benefits Outsourcing, preferably in Defined Contribution Plans
• Demonstrated strong leadership and management capabilities
• Process management and workflow experience
• Demonstrated client relationships skills with internal and external clients

What our employees like most about working for Corebridge Financial

• Our “Giving Back” policy is at the core of our daily operations and guides our future progress. Don’t believe us?  We put our money where our mouth is! Corebridge Financial, will give you up to 16 hours a year paid time off to volunteer in the community.
• Our people are our most important asset therefore we provide a generous benefits plan and competitive pay. Benefit package includes:

• Paid Time Off (Corebridge Financial recognizes the importance of work life balance). We offer 24 PTO days to start. YES, 24! 9 paid holidays per calendar year. 
• A 401(k) Retirement Plan which will be HARD TO BEAT. Our 401K - $1 for $1 match up to 6% with immediate vesting, plus Corebridge Financial automatically contributes an additional 3% into your 401K regardless of if you enroll or not.

 #LI-ST1 #Remote

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

OP - Operations

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

American General Life Insurance Company

Job Purpose:
 

The Finance Discovery Rep Rotational Program offers graduating students the opportunity to experience corporate finance through the lens of a Fortune 100 company. Selected co-workers will move within three, three-month rotations through Financial Planning & Analysis (FP&A), Credit, and Accounting. This will provide our co-worker with a broad range of experience and understanding, helping to grow their finance career. At the conclusion of the program, you will be assessed by our managers and consulted with prior to full-time placement. Our goal is to place our co-worker in the desired position that fits the organization and their skill set. At the time of placement, the co-worker will receive a different job title. Space is limited for the program so apply today!

This program is on-site in our Clearwater, FL or Greenville, SC location(s) and selected co-workers would need to be able to commit to a hybrid work schedule. This position starts in May 2024.

Knowledge, Skills and Experience:

• Entry Level (0 to 1 Years of relevant work experience) is required.
• Required Education: Bachelor's Degree
• Capable of executing instructions and requesting clarification when needed.
• Demonstrates strong proficiency in data entry.
• Showcases adeptness in complex problem-solving, critical thinking, and decision-making.
• Recognizes and attends to important details with accuracy and efficiency.
• Communicates clearly and effectively conveys necessary information.
• Effectively converses and writes in English and other local/regional languages.
• Understands, communicates, and collaborates effectively with individuals across various identities.
• Possesses strong organizational and time management skills, driving tasks to completion.
• Effectively handles multiple tasks simultaneously.
• Collaborates well and builds solid, effective working relationships with others.
• Quickly learns/adapts to new systems and technology.
• Uses relevant computer systems and applications at a basic level.

Working Conditions:

• Occasional non-standard work hours as business requires
• Professional, office environment
• Hybrid role

TD SYNNEX Statements:

• TD SYNNEX is committed to the full inclusion of all qualified individuals. As part of this commitment, TD SYNNEX will ensure that persons with disabilities are provided reasonable accommodations. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact your recruiter

  TD SYNNEX 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 status, protected veteran status, or any other characteristic protected by law.

  At TD SYNNEX we embody our shared values of Collaboration, Accountability, Integrity, Excellence and Inclusion. Our organization strives to provide a diverse and inclusive environment for all our colleagues, company and community.

What’s In It For You?

• Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.
• Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses.
• Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program.
• Diversity, Equity & Inclusion: It’s not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities.
• Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program.
• Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.

Don’t meet every single requirement? Apply anyway.

At TD SYNNEX, we’re proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you’re excited about working for our company and believe you’re a good fit for this role, we encourage you to apply. You may be exactly the person we’re looking for!

We are an equal opportunity employer and committed to building a team that represents and empowers a variety of backgrounds, perspectives, and skills. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity or expression, sexual orientation, protected veteran status, disability, genetics, age, or any other characteristic protected by law.

Regional Vice President – Life Sales – Partners Group Distribution Channel

Job Overview: The Regional Vice President (RVP) for Life Sales is the central resource and relationship manager for their assigned territory.

Reporting to the Vice President of Business Development of Corebridge Financial Partners Group Life Sales, this position’s primary focus is on business development with responsibility for product positioning, marketing strategies, planning, research and problem solving.

Job Functions/Responsibilities:
The RVP is responsible for developing regional business plans that achieve and exceed sales targets for their assigned territory

• Prioritizes business plans through MGA segmentation in order to achieve highest return on sales production
• Continuously analyzes territories to assess market changes or trends, personnel changes or relationship needs, and revises business plan (visits, trainings, etc.) accordingly
• Builds and maintains strong relationships with MGA members in order to establish and achieve sales targets. Serves as the initial contact for problem resolution. Researches accounts and/or elevates issues to solve problems
• Leads or coordinates training, webcasts and conference calls for MGA staff
• Proactively sets sales meetings, visits and prepares agendas in advance (going in with a purpose). Afterwards, summarizes next steps and follows through on commitments
• Partners closely with assigned Internal Wholesaler and/or Strategic Account Manager, providing continuous communication on sales ideas, case management and MGA needs in order to advance sales within region
• Actively manages informal/formal applications to maximize placement and production
• Organizes and maintains orderly files on all customers
• Reports sales activity and production as required
• Maintains successful relationships with internal clients including but not limited to Marketing, Compliance, Underwriting and Operations
• Maintains ongoing knowledge on industry trends, UW regulations, advanced marketing concepts and company products
• Leverages the Company’s expertise by working effectively with areas such as Product Development, Competition & Research, Advanced Sales, etc.
• Consistently looks for “value adds” through service and selling ideas
• Keeps an ethical and compliant region based on company and regulatory standards
• Operates the region on a cost effective basis within budget as determined by the company
• Travels a minimum of 70% of the time

                              

Job Requirements

• Expert knowledge of Life Insurance, IUL, UL and Term, and familiarity with Advanced Sales concepts
• Strong communication skills (verbal & written)
• Excellent presentation skills
• Must be able to apply sound discretion and judgment abilities
• Strong listening skills required
• Requires a demonstrated record of initiative, leadership, problem-solving and adaptability
• Excellent public speaking with the ability to plan, organize, develop and deliver effective presentations to a targeted audience
   

Education:

• Bachelor’s Degree + Insurance designations (CLU and/or ChFC)
• Experience: Minimum 5 + years in direct life insurance sales

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

SC - Sales Commission

Estimated Travel Percentage (%): More than 50%

Relocation Provided: No

American General Life Insurance Company

Purpose of Job: To enhance Corebridge Financial's competitive position and to increase sales production through effective communication of product knowledge, illustration support, and resolution of agent problems. This position will provide field support by serving as a direct liaison with the Home Office. Essential Functions: As an Inside Sales/Marketing Associate, you will use your excellent communication and sales skills to provide detailed product information and respond to inquiries. Receiving inbound and/or outbound calls you will focus on client relationship development, sales and quality retention. Demonstrate a competitive drive and desire to succeed established goals, key metrics, standard of performance and compliance. Develop rapport quickly with clients, internal departments and external sales contacts to achieve sales goals. Ability to frame the conversation strategically and overcome objections (negotiating and persuading, ability to listen and explain ideas). Demonstrate a competitive nature and ability to take action with limited supervision.

Job Functions/Responsibilities:
• Respond to marketing support calls from Insurance Sales agents
• Serves as a product, marketing, sales and illustration resource to the Regional VP's and Internal Wholesalers.
• Assist agents with product selection/marketing related questions
• Assist agents with illustration design and software related issues
• Develop leads from reactive inbound calls and refer leads to Internal Wholesalers.
• Support Regional VP's and Internal Wholesalers as needed

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

SM - Sales & Marketing

Estimated Travel Percentage (%): No Travel

Relocation Provided: No

American General Life Insurance Company