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KYC Review Analyst- Ops
City National Bank Phoenix, Arizona
KYC REVIEW ANALYST- OPS WHAT IS THE OPPORTUNITY? Conduct Enhanced Due Diligence background investigations for commercial loan borrowers in adherence with credit policy and compliance with BSA and USA Patriot Act. Responsible for the quality assurance and integrity of the "Know Your Client" (KYC) program on new and existing client relationships. Perform review and provide clearance on potential negative news alerts for new clients or during periodic client reviews. Perform prospect client reviews and provide recommendations prior to onboarding prospects as well as other referrals from line units. WHAT WILL YOU DO? The KYC Review (Specialist - Senior) will perform Enhance Due Diligence (EDD) reviews for commercial loan borrowers and prospect reviews utilizing a variety of internal bank systems and external research tools to investigate, research, and prepare documentation/summaries consistent with resolution of investigation. Perform timely investigations with well-reasoned and supported decision-making. Conducts follow-up with line colleagues for any missing or necessary information. Completes required training. Performs other duties as assigned or requested. KYC - the analyst is able to perform review and clearance of potential negative news alerts on new clients and during periodic client reviews and escalate true matches accordingly. KYC - the analyst is able to review and verify that a Know Your Client (KYC) is completed for new accounts, and Anticipated Activity questions for Business and Individual clients with new transactional accounts. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Requires 3-5 years' experience in Banking Services, branch operations, risk management or related function and two years' of BSA/AML experience 2 years' experience using Microsoft Office Additional Qualifications Analytical skills, solid understanding of deposit and loan transactions, use of good judgment, attention to detail, internet savvy, good knowledge of Bank Secrecy Act and USA PATRIOT acts. Great communication and writing skills. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $25.93 - $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/07/2026
Full time
KYC REVIEW ANALYST- OPS WHAT IS THE OPPORTUNITY? Conduct Enhanced Due Diligence background investigations for commercial loan borrowers in adherence with credit policy and compliance with BSA and USA Patriot Act. Responsible for the quality assurance and integrity of the "Know Your Client" (KYC) program on new and existing client relationships. Perform review and provide clearance on potential negative news alerts for new clients or during periodic client reviews. Perform prospect client reviews and provide recommendations prior to onboarding prospects as well as other referrals from line units. WHAT WILL YOU DO? The KYC Review (Specialist - Senior) will perform Enhance Due Diligence (EDD) reviews for commercial loan borrowers and prospect reviews utilizing a variety of internal bank systems and external research tools to investigate, research, and prepare documentation/summaries consistent with resolution of investigation. Perform timely investigations with well-reasoned and supported decision-making. Conducts follow-up with line colleagues for any missing or necessary information. Completes required training. Performs other duties as assigned or requested. KYC - the analyst is able to perform review and clearance of potential negative news alerts on new clients and during periodic client reviews and escalate true matches accordingly. KYC - the analyst is able to review and verify that a Know Your Client (KYC) is completed for new accounts, and Anticipated Activity questions for Business and Individual clients with new transactional accounts. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Requires 3-5 years' experience in Banking Services, branch operations, risk management or related function and two years' of BSA/AML experience 2 years' experience using Microsoft Office Additional Qualifications Analytical skills, solid understanding of deposit and loan transactions, use of good judgment, attention to detail, internet savvy, good knowledge of Bank Secrecy Act and USA PATRIOT acts. Great communication and writing skills. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $25.93 - $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
USAA
Property Adjuster Specialist - Desk
USAA Colorado Springs, Colorado
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements. This is an hourly, non-exempt position with paid overtime available. This is a Desk-based/Non-inspect role for the Pacific Time Zone, Mountain Time Zone (Including the state of Arizona) and Central Time Zone. This role is remote eligible for candidates located or willing to self-relocate to Pacific, Mountain or Central Time Zone continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 3 days per week. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: US military experience through military service or a military spouse/domestic partner 5 years of prior experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.) Prior experience adjusting property claims using virtual technologies Prior property adjuster experience handling DWG, APS and ALE adjustments Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing) Xactimate Level 1 and/or Level 2 certification Experience handling Property Mitigation Prior deployments in support of catastrophes Currently hold an active Adjuster License Currently reside or willing to self-relocate to Pacific Time Zone, Mountain Time Zone (Including the state of Arizona) or Central Time Zone Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $69,920.00 - $133,620.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/06/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements. This is an hourly, non-exempt position with paid overtime available. This is a Desk-based/Non-inspect role for the Pacific Time Zone, Mountain Time Zone (Including the state of Arizona) and Central Time Zone. This role is remote eligible for candidates located or willing to self-relocate to Pacific, Mountain or Central Time Zone continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 3 days per week. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: US military experience through military service or a military spouse/domestic partner 5 years of prior experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.) Prior experience adjusting property claims using virtual technologies Prior property adjuster experience handling DWG, APS and ALE adjustments Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing) Xactimate Level 1 and/or Level 2 certification Experience handling Property Mitigation Prior deployments in support of catastrophes Currently hold an active Adjuster License Currently reside or willing to self-relocate to Pacific Time Zone, Mountain Time Zone (Including the state of Arizona) or Central Time Zone Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $69,920.00 - $133,620.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
USAA
Property Adjuster Specialist - Desk
USAA Phoenix, Arizona
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements. This is an hourly, non-exempt position with paid overtime available. This is a Desk-based/Non-inspect role for the Pacific Time Zone, Mountain Time Zone (Including the state of Arizona) and Central Time Zone. This role is remote eligible for candidates located or willing to self-relocate to Pacific, Mountain or Central Time Zone continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 3 days per week. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: US military experience through military service or a military spouse/domestic partner 5 years of prior experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.) Prior experience adjusting property claims using virtual technologies Prior property adjuster experience handling DWG, APS and ALE adjustments Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing) Xactimate Level 1 and/or Level 2 certification Experience handling Property Mitigation Prior deployments in support of catastrophes Currently hold an active Adjuster License Currently reside or willing to self-relocate to Pacific Time Zone, Mountain Time Zone (Including the state of Arizona) or Central Time Zone Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $69,920.00 - $133,620.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/06/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements. This is an hourly, non-exempt position with paid overtime available. This is a Desk-based/Non-inspect role for the Pacific Time Zone, Mountain Time Zone (Including the state of Arizona) and Central Time Zone. This role is remote eligible for candidates located or willing to self-relocate to Pacific, Mountain or Central Time Zone continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 3 days per week. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: US military experience through military service or a military spouse/domestic partner 5 years of prior experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.) Prior experience adjusting property claims using virtual technologies Prior property adjuster experience handling DWG, APS and ALE adjustments Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing) Xactimate Level 1 and/or Level 2 certification Experience handling Property Mitigation Prior deployments in support of catastrophes Currently hold an active Adjuster License Currently reside or willing to self-relocate to Pacific Time Zone, Mountain Time Zone (Including the state of Arizona) or Central Time Zone Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $69,920.00 - $133,620.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
USAA
Property Adjuster Specialist - Desk
USAA San Antonio, Texas
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements. This is an hourly, non-exempt position with paid overtime available. This is a Desk-based/Non-inspect role for the Pacific Time Zone, Mountain Time Zone (Including the state of Arizona) and Central Time Zone. This role is remote eligible for candidates located or willing to self-relocate to Pacific, Mountain or Central Time Zone continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 3 days per week. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: US military experience through military service or a military spouse/domestic partner 5 years of prior experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.) Prior experience adjusting property claims using virtual technologies Prior property adjuster experience handling DWG, APS and ALE adjustments Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing) Xactimate Level 1 and/or Level 2 certification Experience handling Property Mitigation Prior deployments in support of catastrophes Currently hold an active Adjuster License Currently reside or willing to self-relocate to Pacific Time Zone, Mountain Time Zone (Including the state of Arizona) or Central Time Zone Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $69,920.00 - $133,620.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
03/06/2026
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Property Adjuster Specialist , you will work within established guidelines and framework to investigate, evaluate, negotiate, and settle complex property insurance claims presented by or against our members. You will confirm and analyzes coverage, recognize liability exposure and negotiate equitable settlements in compliance with all state regulatory requirements. This is an hourly, non-exempt position with paid overtime available. This is a Desk-based/Non-inspect role for the Pacific Time Zone, Mountain Time Zone (Including the state of Arizona) and Central Time Zone. This role is remote eligible for candidates located or willing to self-relocate to Pacific, Mountain or Central Time Zone continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 3 days per week. What you'll do: Proactively manages assigned claims caseload comprised of complex damages that require commensurate knowledge and understanding of claims coverage including potential legal liability. Partners with vendors and internal business partners to facilitate complex claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing information involving complex policy terms and contingencies. Determines and negotiates complex claims settlement within authority limits. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Advance knowledge of estimating technology platforms and virtual inspection tools. Utilizes platforms and tools to prepare claims estimates to manage complex property insurance claims. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Works independently solving complex problems with minimal guidance; acts as a resource for colleagues with less experience. Adjusts complex claims with attorney involvement. Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. May require travel to resolve claims, attend training, and conduct in-person inspections. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages. Advanced knowledge of estimating losses using Xactimate or similar tools and platforms. Proficient knowledge of residential construction. Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient negotiation, investigation, communication, and conflict resolution skills. Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills. Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: US military experience through military service or a military spouse/domestic partner 5 years of prior experience handling higher severity/complex losses (i.e. vandalism, malicious mischief, foreclosures, earth movement, collapse, liability, etc.) Prior experience adjusting property claims using virtual technologies Prior property adjuster experience handling DWG, APS and ALE adjustments Industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing) Xactimate Level 1 and/or Level 2 certification Experience handling Property Mitigation Prior deployments in support of catastrophes Currently hold an active Adjuster License Currently reside or willing to self-relocate to Pacific Time Zone, Mountain Time Zone (Including the state of Arizona) or Central Time Zone Physical Demand Requirements: May require the ability to crouch and stoop to inspect confined spaces, to include attics and go beneath homes into crawl spaces. May need to meet all USAA safe driving requirements including verification of driving record through MVR & possession of valid driver's license. May require the ability to lift a minimum of 35 pounds to include lifting a ladder in and out of the trunk of a car. May require the ability to climb ladders and traverse roofs, this includes the ability to work at heights while inspecting roofs and attics. Compensation range: The salary range for this position is: $69,920.00 - $133,620.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Physician / Cardiology / Texas / Locum or Permanent / Registered Nurse RN Cardiology Health WellMed San Antonio TX Job
OptumCare San Antonio, Texas
Do you have compassion and a passion to help others? Transforming healthcare and millions of lives as a result starts with the values you embrace and the passion you bring to achieve your lifes best work.(sm) The Cardiology RN is responsible for carrying out day-to-day support duties and facilitating teaching related to the Chronic Care, Heart Failure, and Ischemic Heart Disease. The Cardiology RN works in conjunction with the Cardiology team, providers, clinic staff and primary care physicians. This position assists in providing patient empowerment through the use of motivational interviewing skills, problem solving and self-management goal setting. Primary Responsibilities: Works with the providers and clinic staff to identify patients with Heart failure, IHD and ensures clinical guidelines are being followed Triage patients, administer IV therapy under the direction of the providers, and relay test results after provider interpretation Conducts Chronic Care Model visits and reviews the patients informal and formal support systems, focusing on what patients want to improve and educating them about their chronic disease Utilizes appropriate motivational interviewing techniques necessary for coaching and assisting the patient to complete self-management goal / action plans Enters timely and accurate data into the EMR system and other applications necessary to communicate patient needs and to ensure complete documentation of patient visits and phone calls Responsible for remote monitoring of patients, setting parameters with provider direction, identify changes in patient vitals, conduct on - going discussions in regards to disease management with the providers Maintains current knowledge regarding HF, IHD as well as treatments and medications related to each Establishes a trusting relationship with identified patients, caregivers, clinic staff members and physicians Conducts clinic one-on-one visits with patients, triaging, educated on disease, diet, assess patient needs. Communicates these needs to the appropriate person (i.e. Social Worker, clinic staff, etc.) or addresses them per process Solves problems by gathering and / or reviewing facts and selecting the best solution from identified alternatives. Decision making is usually based on prior practice or policy, with some interpretation. Applies individual reasoning to the solution of a problem devising or modifying processes and writing procedures Serves as a resource or consultant for LVN / MA team members Attends educational offerings to keep abreast of change and complies with licensing requirements, ensures all patient educational materials are up-to-date, and maintains knowledge of specialty and ancillary provider contract contents, to include exclusions and contract terms Collaborates with the cardiology team to recommend policies, procedures and standards which affect the care of the patient with high-risk chronic disease diagnoses such as HF, IHD, and all Cardiology related diseases Exhibits professionalism and is courteous with all patients, physicians and co-workers Performs all other related duties as assigned This position is located at WellMed, Specialist for Health Crockett Park / Downtown San Antonio, minutes for Metropolitan Methodist . This position may require assisting other locations as needed - Mileage reimbursement available Youll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
02/28/2026
Full time
Do you have compassion and a passion to help others? Transforming healthcare and millions of lives as a result starts with the values you embrace and the passion you bring to achieve your lifes best work.(sm) The Cardiology RN is responsible for carrying out day-to-day support duties and facilitating teaching related to the Chronic Care, Heart Failure, and Ischemic Heart Disease. The Cardiology RN works in conjunction with the Cardiology team, providers, clinic staff and primary care physicians. This position assists in providing patient empowerment through the use of motivational interviewing skills, problem solving and self-management goal setting. Primary Responsibilities: Works with the providers and clinic staff to identify patients with Heart failure, IHD and ensures clinical guidelines are being followed Triage patients, administer IV therapy under the direction of the providers, and relay test results after provider interpretation Conducts Chronic Care Model visits and reviews the patients informal and formal support systems, focusing on what patients want to improve and educating them about their chronic disease Utilizes appropriate motivational interviewing techniques necessary for coaching and assisting the patient to complete self-management goal / action plans Enters timely and accurate data into the EMR system and other applications necessary to communicate patient needs and to ensure complete documentation of patient visits and phone calls Responsible for remote monitoring of patients, setting parameters with provider direction, identify changes in patient vitals, conduct on - going discussions in regards to disease management with the providers Maintains current knowledge regarding HF, IHD as well as treatments and medications related to each Establishes a trusting relationship with identified patients, caregivers, clinic staff members and physicians Conducts clinic one-on-one visits with patients, triaging, educated on disease, diet, assess patient needs. Communicates these needs to the appropriate person (i.e. Social Worker, clinic staff, etc.) or addresses them per process Solves problems by gathering and / or reviewing facts and selecting the best solution from identified alternatives. Decision making is usually based on prior practice or policy, with some interpretation. Applies individual reasoning to the solution of a problem devising or modifying processes and writing procedures Serves as a resource or consultant for LVN / MA team members Attends educational offerings to keep abreast of change and complies with licensing requirements, ensures all patient educational materials are up-to-date, and maintains knowledge of specialty and ancillary provider contract contents, to include exclusions and contract terms Collaborates with the cardiology team to recommend policies, procedures and standards which affect the care of the patient with high-risk chronic disease diagnoses such as HF, IHD, and all Cardiology related diseases Exhibits professionalism and is courteous with all patients, physicians and co-workers Performs all other related duties as assigned This position is located at WellMed, Specialist for Health Crockett Park / Downtown San Antonio, minutes for Metropolitan Methodist . This position may require assisting other locations as needed - Mileage reimbursement available Youll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Jobot
Professional Liability Associate
Jobot Boston, Massachusetts
Wanted: Experienced Residential Mortgage Secondary Market Analyst Lock Desk Specialist This Jobot Job is hosted by: Stephen Niedringhaus Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $50,000 - $60,000 per year A bit about us: Remote or in-office is an option - Mountain West or West Coast Time Zones Required Wanted: Experienced Residential Mortgage Secondary Market Analyst Lock Desk Specialist Our mission is simple: to better the lives of our clients, referral partners, and employees through transparency, simplicity, and expert guidance. More than an online portal, we are a people-first, independent mortgage company built by industry veterans with a passion for perfection through service. We're looking for an experienced Residential Mortgage Secondary Market Analyst Lock Desk Specialist to join our growing team. This role is responsible for day-to-day lock desk operations, mortgage pricing accuracy, pipeline risk management, and support of secondary market and hedging activities. The position partners closely with loan origination, underwriting, and secondary marketing to ensure margin optimization, compliance, and operational efficiency. If this is you, don't wait. Interviews are going on now. Apply today Why join us? Remote or in-office is an option - Mountain West or West Coast Time Zones Required Be part of a fast-growing mortgage company where your skills make a real impact. Work in a collaborative, innovative, and supportive environment. Gain exposure to leading mortgage industry systems and cutting-edge technology. Competitive salary and performance-based bonuses (based on experience) Comprehensive health, dental, and vision insurance 401(k) with company match Paid time off and holidays Professional development opportunities Collaborative and supportive work environment Job Details Core Responsibilities Manage daily rate lock activity, including new locks, extensions, renegotiations, and changes Monitor and manage the loan pipeline in accordance with investor guidelines and company policy Deliver accurate, competitive pricing based on market conditions and investor requirements Support hedging activities to mitigate interest rate exposure and protect profitability Produce and analyze lock desk, pipeline, and market trend reporting (daily/weekly/monthly) Ensure compliance with federal, state, and internal regulatory requirements Act as a key cross-functional partner to resolve pricing, lock, and pipeline issues Qualifications 2+ years of experience in secondary marketing, lock desk, or mortgage banking Strong understanding of mortgage products, pricing, secondary market operations, and interest rate markets Highly analytical, detail-oriented, and comfortable managing time-sensitive workflows Advanced Excel skills; experience with LOS and secondary marketing platforms preferred Clear, professional communicator with strong internal stakeholder management skills Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/27/2026
Full time
Wanted: Experienced Residential Mortgage Secondary Market Analyst Lock Desk Specialist This Jobot Job is hosted by: Stephen Niedringhaus Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $50,000 - $60,000 per year A bit about us: Remote or in-office is an option - Mountain West or West Coast Time Zones Required Wanted: Experienced Residential Mortgage Secondary Market Analyst Lock Desk Specialist Our mission is simple: to better the lives of our clients, referral partners, and employees through transparency, simplicity, and expert guidance. More than an online portal, we are a people-first, independent mortgage company built by industry veterans with a passion for perfection through service. We're looking for an experienced Residential Mortgage Secondary Market Analyst Lock Desk Specialist to join our growing team. This role is responsible for day-to-day lock desk operations, mortgage pricing accuracy, pipeline risk management, and support of secondary market and hedging activities. The position partners closely with loan origination, underwriting, and secondary marketing to ensure margin optimization, compliance, and operational efficiency. If this is you, don't wait. Interviews are going on now. Apply today Why join us? Remote or in-office is an option - Mountain West or West Coast Time Zones Required Be part of a fast-growing mortgage company where your skills make a real impact. Work in a collaborative, innovative, and supportive environment. Gain exposure to leading mortgage industry systems and cutting-edge technology. Competitive salary and performance-based bonuses (based on experience) Comprehensive health, dental, and vision insurance 401(k) with company match Paid time off and holidays Professional development opportunities Collaborative and supportive work environment Job Details Core Responsibilities Manage daily rate lock activity, including new locks, extensions, renegotiations, and changes Monitor and manage the loan pipeline in accordance with investor guidelines and company policy Deliver accurate, competitive pricing based on market conditions and investor requirements Support hedging activities to mitigate interest rate exposure and protect profitability Produce and analyze lock desk, pipeline, and market trend reporting (daily/weekly/monthly) Ensure compliance with federal, state, and internal regulatory requirements Act as a key cross-functional partner to resolve pricing, lock, and pipeline issues Qualifications 2+ years of experience in secondary marketing, lock desk, or mortgage banking Strong understanding of mortgage products, pricing, secondary market operations, and interest rate markets Highly analytical, detail-oriented, and comfortable managing time-sensitive workflows Advanced Excel skills; experience with LOS and secondary marketing platforms preferred Clear, professional communicator with strong internal stakeholder management skills Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Jobot
Personal Lines Placement Specialist (Insurance)
Jobot Santa Monica, California
Fully Remote servicing California! Recognized as one of the top companies within the Insurance industry, we are seeking a Commercial Lines Placement Specialist! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $110,000 - $120,000 per year A bit about us: Recognized as one of the top companies within the Insurance industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Flexible hybrid, mostly remote position Fully remote opportunity (Must reside in the West Coast) Commission eligible position Job Details We are seeking a highly motivated Commercial Lines Placement Specialist to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Commercial Lines of Insurance. The Commercial Lines Placement Specialist will be responsible for supporting the sales process, retain and grow the business by providing marketing support, assisting Sales Producers in renewing, negotiating the most competitive pricing and writing new business, submitting comprehensive data and information to markets and communicating with all carriers on accounts. Responsibilities: Proactively solicits new and renewal business from Sales Producers Create and further develop trust and frequent use of the marketing department Be a go to resource for carrier information including appetite guides, carrier brochures, who to contact and other important information. Attend, participate and lead monthly renewal meetings with Sales Producers and Account Managers Designate accounts that need to be marketed through the marketing department Reviews applications and obtains all information from Sales Producers or Account Managers Works with Sales Producers to provide customers with adequate insurance to value on property, satisfying proper co-insurance requirements, correctly classifying exposures, addressing loss history, recommending safety programs, making coverage recommendations Makes complete submissions to markets including, but not limited to, 3-5 year loss runs with a summary spreadsheet, completed supplemental applications, financial statements, photos, and brochures Keeps Sales Producers informed of markets where information was submitted Creates and maintains marketing spreadsheet Create cover letters describing risk, losses & controls, target premium and quote due dates Work closely with Underwriters to ensure submissions were received and to inquire as to whether further information is required Compares quotes received with application and other quotes Reviews quotes with Sales Producer Prepares and completes proposals, and assists with the sales presentations Provides a copy of the proposal to the Account Manager with the correct premiums, commissions, order to bind coverage, instructions to issue binder, certificates and ID cards Qualifications: Minimum of 5 years of experience in Sales and/or Sales Support within Commercial Lines Insurance Comprehensive understanding of Property and Casualty insurance Must have an active Property & Casualty License, CPCU, CISR and/or CIC designations Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to provide a high level of customer focused, high integrity, and excellent service Knowledge of industry trends and regulations Ability to effectively maintain positive relationships with internal colleagues, carriers and vendors If you are a experienced Commercial Lines Placement Specialist with a successful track record and a comprehensive understanding of Insurance Sales and/or Sales Support for Commercial Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity with us today! Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/26/2026
Full time
Fully Remote servicing California! Recognized as one of the top companies within the Insurance industry, we are seeking a Commercial Lines Placement Specialist! This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $110,000 - $120,000 per year A bit about us: Recognized as one of the top companies within the Insurance industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity! Why join us? Competitive Compensation and Benefits Package Stable, long term, stability Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Flexible hybrid, mostly remote position Fully remote opportunity (Must reside in the West Coast) Commission eligible position Job Details We are seeking a highly motivated Commercial Lines Placement Specialist to join our dynamic team in the Insurance industry. The ideal candidate must have a minimum of 5 years of experience in the field and possess a comprehensive understanding of Commercial Lines of Insurance. The Commercial Lines Placement Specialist will be responsible for supporting the sales process, retain and grow the business by providing marketing support, assisting Sales Producers in renewing, negotiating the most competitive pricing and writing new business, submitting comprehensive data and information to markets and communicating with all carriers on accounts. Responsibilities: Proactively solicits new and renewal business from Sales Producers Create and further develop trust and frequent use of the marketing department Be a go to resource for carrier information including appetite guides, carrier brochures, who to contact and other important information. Attend, participate and lead monthly renewal meetings with Sales Producers and Account Managers Designate accounts that need to be marketed through the marketing department Reviews applications and obtains all information from Sales Producers or Account Managers Works with Sales Producers to provide customers with adequate insurance to value on property, satisfying proper co-insurance requirements, correctly classifying exposures, addressing loss history, recommending safety programs, making coverage recommendations Makes complete submissions to markets including, but not limited to, 3-5 year loss runs with a summary spreadsheet, completed supplemental applications, financial statements, photos, and brochures Keeps Sales Producers informed of markets where information was submitted Creates and maintains marketing spreadsheet Create cover letters describing risk, losses & controls, target premium and quote due dates Work closely with Underwriters to ensure submissions were received and to inquire as to whether further information is required Compares quotes received with application and other quotes Reviews quotes with Sales Producer Prepares and completes proposals, and assists with the sales presentations Provides a copy of the proposal to the Account Manager with the correct premiums, commissions, order to bind coverage, instructions to issue binder, certificates and ID cards Qualifications: Minimum of 5 years of experience in Sales and/or Sales Support within Commercial Lines Insurance Comprehensive understanding of Property and Casualty insurance Must have an active Property & Casualty License, CPCU, CISR and/or CIC designations Strong communication and interpersonal skills Ability to work independently and as part of a team Excellent organizational and time management skills Proven track record of managing a portfolio of high net worth clients Demonstrated ability to provide a high level of customer focused, high integrity, and excellent service Knowledge of industry trends and regulations Ability to effectively maintain positive relationships with internal colleagues, carriers and vendors If you are a experienced Commercial Lines Placement Specialist with a successful track record and a comprehensive understanding of Insurance Sales and/or Sales Support for Commercial Lines Insurance in the state of California, we encourage you to apply for this exciting opportunity with us today! Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:

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