Job Type: Officer of Administration Bargaining Unit: Regular/Temporary: Regular End Date if Temporary: Hours Per Week: 35 Standard Work Schedule: Building: Salary Range: $66,300 - $75,000 The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting. Position Summary Columbia University Fertility Center seeks an outstanding Patient Financial Coordinator (PFC) to join the growing team in the NYC office. This is your opportunity to work in one of the top academic fertility centers in the U.S. You will work in an innovative, professional environment where your talent will contribute to changing patients' lives and have the chance to work with highly skilled Reproductive Endocrinology physicians, laboratory, and clinical staff. This position acts as a crucial member of our patient care teams to coordinate the financial aspects of the patient's care while working with our other dedicated team members to create a positive and memorable patient experience. The PFC ensures that patients are well educated about the financial and insurance aspects of their care and that steps are taken by the practice to ensure that proper payment is received from the patient or the patient's insurance company on a timely basis. The PFC serves as a resource to patients regarding financially-related matters, and they are accessible to patients for ongoing questions regarding this aspect of their care. Responsibilities Patient Financial Coordination Serve as the patient's primary contact on financial matters throughout the course of treatment, including conducting new patient outreach, providing financial consults at each stage of the treatment, securing financial consents, providing requested documentation, and answering patient questions. Ensure that insurance information has been correctly entered into Epic and EMR. Review the physician's schedule daily to ensure all new patients have received their insurance verification information and introduction email. Review patient insurance coverage, follow up with the insurer to confirm key information, and investigate any discrepancies in information given to the practice and patient. Guide and educate patients on insurance medical criteria, expected and actual fund usage throughout treatment to ensure understanding of coverage and upcoming out-of-pocket payment responsibilities. Examples of medical criteria that needs to be met for patient to access IVF benefits; BCBS of NJ policy; if no male/female factor patients 35 and under must do 2-3 IUI (Must use injectable meds) patients 36 and over must do 2 IUIs. Also, in order for ICSI to be covered, partner must have 2 abnormal semen analysis (Morphology 3% or less and concentration must be less than 15 ml/million). Oxford, Aetna, UHC, & Emblem HIP does not allow banking, meaning patients cannot move forward with a second IVF cycle if patient has normal embryos from the first cycle. Ability to understand and interpret stimulation reports and can communicate financial implications. Examples: PFC must be able be identify the different treatment plans and additional recommended procedures for each patient's treatment plan; IVF Fresh cycles, IVF Embryo Freeze-all with or without Assisted Hatching, PGTa/m/sr, ICSI, ZYMOT, Frozen embryo transfers with PRP. PFC must be able to identify how many normal and abnormal embryos were created within each cycle by interpreting terminology such as euploid and aneuploid. PFC needs to interpret when the patient is set up for a cycle, where they are in a cycle, what services were completed and not completed, and how it affects their fund usage. Discuss pricing with patients based on the various cycle types and payment options. Initiate financial clearance processes for treatment; review account and confirm all required diagnostics were completed, perform pre-authorizations for services as needed, understand the codes that need to be requested and submit the medical records that are required based on the insurance, and communicate patient responsibility amounts and insurance authorization turnaround time to the patients, in advance of related procedure. Calculate out of pocket expenses based on remaining lifetime maximum coverage, deductible, co- insurance, copays and collect payment as needed. Track application of funds throughout treatment process. Proactively resolve any inaccurate fund disbursements and billing discrepancies in collaboration with the billing team. Serve as a resource to Patient Account Representatives to answer calls and/or emails as it pertains to billing questions, financial policies, claims submission and any other finance related issue. Serve as a resource to care team (ND, RN, Care Coordinator, Medication coordinator) regarding potential impact of insurance coverage limitations on care plan. Attend and contribute to care team meetings. Proactively maintain knowledge of insurance policies and guidelines for infertility care. Request pre-authorizations for outside procedures such as MRIs done radiologists, PGTm/sr genetic testing on Juno's behalf, Anora genetic testing on Natera's behalf. Facilitate insurance appeals, coordinate peer to peer calls with the insurance and our MD. Submit letters of medical necessity and additional supporting medical records. Manually create itemized invoices for flex spending reimbursement. Perform all other duties as assigned within the professional scope of practice/training/education. Escalate complex patient situations requiring special handling as appropriate. Responsible for briefly counseling patients on outside costs such as for Natera, Juno, Genescreen, pharmacies, etc. Guide patients on trouble shooting outside bills by providing contact information for outside labs. Escalate outside billing issues to upper management. Work on additional tasks as required by upper management. Third Party Reproduction Conduct intake for third party cases from assigned physician. Shadow Third party PFC on third party cases and assist with follow-up as directed. May provide cross-coverage on third party cases as needed. Proactively build knowledge of insurance policies and guidelines for third party reproductive care in order to be able to assist on these cases and provide cross-coverage. Facilitate transfer of donor cases to Senior Patient Financial Coordinator. Strategy and Project Management Participate in a culture of continuous improvement by identifying opportunities, proposing project ideas, and collaborating on projects and initiatives to meet team goals and improve team processes and procedures. Utilize tools and reporting mechanisms to track progress and ensure timely communication of issues and status. Provide administrative support for projects as needed. Conduct research to collect up-to-date information about insurance policies and guidelines for infertility care. Create and update internal resources as assigned and report out to team. Maintain ownership over specific resources as assigned. People Promote staff professionalism and performance by modeling behavior, team accountability and demonstrating best practices/techniques. Participate in a culture of coaching and mentoring to facilitate continuous professional development and maintain an efficient patient-centered environment that fosters accountability, quality patient care, and patient satisfaction. Mentor new staff and assist with training as assigned. Minimum Qualifications Bachelor's Degree or combination of education and experience. Ability to understand and apply basic math skills. Ability to build rapport with and communicate effectively in both oral and written form with patients, professional staff, and providers. Strong customer service orientation, with the ability to deliver consistently exceptional service. Excellent relationship management skills including, but not limited to, emotional intelligence, interpersonal skills, empathy, and ability to handle situations with respect, tact, and sensitivity. Ability to stay organized and handle multiple tasks simultaneously in an accurate and timely manner. Ability to work independently and follow through. Proficiency in problem assessment and collaborative problem solving in interdisciplinary settings. Ability to work with a variety of individuals and groups in a constructive and respectful manner while appreciating the unique contributions of an inclusive workforce that brings together the talents of people across multiple identities. Strong commitment to fostering diversity and equity. Proficiency with Microsoft Office (Word and Excel) or similar software is required and an ability and willingness to learn new systems and programs. Must be a motivated individual with a positive mindset and exceptional work ethic. Must successfully complete systems training requirements. Preferred Qualifications A minimum of 2 years of relevant experience. The Department of Obstetrics and Gynecology is dedicated to the goal of building a multicultural faculty and staff committed to teaching, working and serving in a diverse community, and strongly encourages applications from candidates of traditionally underrepresented backgrounds. . click apply for full job details
05/02/2026
Job Type: Officer of Administration Bargaining Unit: Regular/Temporary: Regular End Date if Temporary: Hours Per Week: 35 Standard Work Schedule: Building: Salary Range: $66,300 - $75,000 The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The above hiring range represents the University's good faith and reasonable estimate of the range of possible compensation at the time of posting. Position Summary Columbia University Fertility Center seeks an outstanding Patient Financial Coordinator (PFC) to join the growing team in the NYC office. This is your opportunity to work in one of the top academic fertility centers in the U.S. You will work in an innovative, professional environment where your talent will contribute to changing patients' lives and have the chance to work with highly skilled Reproductive Endocrinology physicians, laboratory, and clinical staff. This position acts as a crucial member of our patient care teams to coordinate the financial aspects of the patient's care while working with our other dedicated team members to create a positive and memorable patient experience. The PFC ensures that patients are well educated about the financial and insurance aspects of their care and that steps are taken by the practice to ensure that proper payment is received from the patient or the patient's insurance company on a timely basis. The PFC serves as a resource to patients regarding financially-related matters, and they are accessible to patients for ongoing questions regarding this aspect of their care. Responsibilities Patient Financial Coordination Serve as the patient's primary contact on financial matters throughout the course of treatment, including conducting new patient outreach, providing financial consults at each stage of the treatment, securing financial consents, providing requested documentation, and answering patient questions. Ensure that insurance information has been correctly entered into Epic and EMR. Review the physician's schedule daily to ensure all new patients have received their insurance verification information and introduction email. Review patient insurance coverage, follow up with the insurer to confirm key information, and investigate any discrepancies in information given to the practice and patient. Guide and educate patients on insurance medical criteria, expected and actual fund usage throughout treatment to ensure understanding of coverage and upcoming out-of-pocket payment responsibilities. Examples of medical criteria that needs to be met for patient to access IVF benefits; BCBS of NJ policy; if no male/female factor patients 35 and under must do 2-3 IUI (Must use injectable meds) patients 36 and over must do 2 IUIs. Also, in order for ICSI to be covered, partner must have 2 abnormal semen analysis (Morphology 3% or less and concentration must be less than 15 ml/million). Oxford, Aetna, UHC, & Emblem HIP does not allow banking, meaning patients cannot move forward with a second IVF cycle if patient has normal embryos from the first cycle. Ability to understand and interpret stimulation reports and can communicate financial implications. Examples: PFC must be able be identify the different treatment plans and additional recommended procedures for each patient's treatment plan; IVF Fresh cycles, IVF Embryo Freeze-all with or without Assisted Hatching, PGTa/m/sr, ICSI, ZYMOT, Frozen embryo transfers with PRP. PFC must be able to identify how many normal and abnormal embryos were created within each cycle by interpreting terminology such as euploid and aneuploid. PFC needs to interpret when the patient is set up for a cycle, where they are in a cycle, what services were completed and not completed, and how it affects their fund usage. Discuss pricing with patients based on the various cycle types and payment options. Initiate financial clearance processes for treatment; review account and confirm all required diagnostics were completed, perform pre-authorizations for services as needed, understand the codes that need to be requested and submit the medical records that are required based on the insurance, and communicate patient responsibility amounts and insurance authorization turnaround time to the patients, in advance of related procedure. Calculate out of pocket expenses based on remaining lifetime maximum coverage, deductible, co- insurance, copays and collect payment as needed. Track application of funds throughout treatment process. Proactively resolve any inaccurate fund disbursements and billing discrepancies in collaboration with the billing team. Serve as a resource to Patient Account Representatives to answer calls and/or emails as it pertains to billing questions, financial policies, claims submission and any other finance related issue. Serve as a resource to care team (ND, RN, Care Coordinator, Medication coordinator) regarding potential impact of insurance coverage limitations on care plan. Attend and contribute to care team meetings. Proactively maintain knowledge of insurance policies and guidelines for infertility care. Request pre-authorizations for outside procedures such as MRIs done radiologists, PGTm/sr genetic testing on Juno's behalf, Anora genetic testing on Natera's behalf. Facilitate insurance appeals, coordinate peer to peer calls with the insurance and our MD. Submit letters of medical necessity and additional supporting medical records. Manually create itemized invoices for flex spending reimbursement. Perform all other duties as assigned within the professional scope of practice/training/education. Escalate complex patient situations requiring special handling as appropriate. Responsible for briefly counseling patients on outside costs such as for Natera, Juno, Genescreen, pharmacies, etc. Guide patients on trouble shooting outside bills by providing contact information for outside labs. Escalate outside billing issues to upper management. Work on additional tasks as required by upper management. Third Party Reproduction Conduct intake for third party cases from assigned physician. Shadow Third party PFC on third party cases and assist with follow-up as directed. May provide cross-coverage on third party cases as needed. Proactively build knowledge of insurance policies and guidelines for third party reproductive care in order to be able to assist on these cases and provide cross-coverage. Facilitate transfer of donor cases to Senior Patient Financial Coordinator. Strategy and Project Management Participate in a culture of continuous improvement by identifying opportunities, proposing project ideas, and collaborating on projects and initiatives to meet team goals and improve team processes and procedures. Utilize tools and reporting mechanisms to track progress and ensure timely communication of issues and status. Provide administrative support for projects as needed. Conduct research to collect up-to-date information about insurance policies and guidelines for infertility care. Create and update internal resources as assigned and report out to team. Maintain ownership over specific resources as assigned. People Promote staff professionalism and performance by modeling behavior, team accountability and demonstrating best practices/techniques. Participate in a culture of coaching and mentoring to facilitate continuous professional development and maintain an efficient patient-centered environment that fosters accountability, quality patient care, and patient satisfaction. Mentor new staff and assist with training as assigned. Minimum Qualifications Bachelor's Degree or combination of education and experience. Ability to understand and apply basic math skills. Ability to build rapport with and communicate effectively in both oral and written form with patients, professional staff, and providers. Strong customer service orientation, with the ability to deliver consistently exceptional service. Excellent relationship management skills including, but not limited to, emotional intelligence, interpersonal skills, empathy, and ability to handle situations with respect, tact, and sensitivity. Ability to stay organized and handle multiple tasks simultaneously in an accurate and timely manner. Ability to work independently and follow through. Proficiency in problem assessment and collaborative problem solving in interdisciplinary settings. Ability to work with a variety of individuals and groups in a constructive and respectful manner while appreciating the unique contributions of an inclusive workforce that brings together the talents of people across multiple identities. Strong commitment to fostering diversity and equity. Proficiency with Microsoft Office (Word and Excel) or similar software is required and an ability and willingness to learn new systems and programs. Must be a motivated individual with a positive mindset and exceptional work ethic. Must successfully complete systems training requirements. Preferred Qualifications A minimum of 2 years of relevant experience. The Department of Obstetrics and Gynecology is dedicated to the goal of building a multicultural faculty and staff committed to teaching, working and serving in a diverse community, and strongly encourages applications from candidates of traditionally underrepresented backgrounds. . click apply for full job details
Summary of Duties Performs varied bookkeeping and financial functions, including monitoring daily activity of City bank accounts, reconciling and reviewing financial transactions, and coordinating similar transactions and record keeping with other City staff. Essential Duties and Responsibilities Performs routine general accounting activities, including collecting, interpreting, and analyzing financial data as well as performing account reconciliations and preparing a variety of financial reports; Reconciles bank transactions to cash receipt, accounts payable, payroll and investment transactions as well as researching and correcting unreconciled transactions and maintaining cash receipt and depository files; Reviews, verifies, and posts account transactions to journals, ledgers, and other applicable records, and prepares and records adjusting and closing journal entries; Monitors daily bank activity, downloading information using both paper and online banking portals, researching, distributing, and notifying appropriate departments, reconciling transactions and amounts, verifying check clearances, research stale outstanding checks, places stop payments on checks and reissues checks as applicable, and reviewing timing and amount of transactions; Assists Finance Manager in preparing investments on a regular basis Assists Finance Manager with annual audit including research, preparation of financial files and capital entries; Provides back up support to Accounting Specialist on business licenses and maintains access to the City's license management system; Provides back up services to Finance Clerks for any or all duties such as customer billing and payments of services including utility billing, accounts payable and procurement card purchase review, etc. and performs adjustments and journal entries for internal utility payments; Sets up customer ACH draft requests, initiates drafts, and maintains confidential files; Compiles, prepares, and verifies data and reports regarding billings, payments, and other financial transactions and transfers, performs a variety of research to obtain information, enters and checks account information and customer data into established spreadsheets, databases or computer systems, and tabulates batch totals and balances transactions; Prepares and generates reports related to financial transactions and coordinates record keeping and data entry with staff of various departments within the City; Maintains and balances cash drawer, prepares daily deposit for counter and mail payments, records deposits from other departments, and maintains deposit log; Maintain procurement card system including functions such as ordering/canceling cards, enters purchase and limit exceptions and reports fraud. Maintain fleet fuel card system including access, cards and analysis. Processes and distributes accounts payable payments for utility, rent, reoccurring disbursements, employee reimbursements, rush and contract payments; Processes, compiles, and researches information and statistics, prepares and verifies data, reports, correspondence, and other documents, utilizing applicable software and systems as well as independently running reports, identifies potential errors or omissions, researches and resolves incomplete information; Uses a wide variety of office machines such as printers, personal computers, facsimile machine, postage machine, adding machine, scanners, and copiers; Explores and brings forth new ways to improve efficiency in the workplace; Assists with special projects and performs other similar duties as assigned. Supervisory Responsibilities None Budgetary Responsibilities None Minimum Qualifications Bachelor's degree in finance, public administration, business administration or related degree required, as well as experience in or knowledge of municipal government operations preferred. Minimum of two years of related experience required. Knowledge, Skills, Abilities, and Competencies Proficiency in English grammar, spelling, punctuation, and simple mathematical functions such as addition, subtraction, multiplication, division, percentages, ratios, etc.; Knowledge of governmental and fund accounting Knowledge of bookkeeping and generally accepted accounting principles, terminology, procedures, theory, and practices; Knowledge of (or ability to learn) City ordinances, City organization and functions, as well as the processes, policies, codes, regulations, and protocols related to the essential duties and responsibilities; Knowledge of (or ability to learn) online banking procedures, rate tables, sales tax rules, billing processes, bill calculation procedures, fund allocations, and similar concepts; Proficiency in use of personal computer software, including spreadsheet development and word processing; Ability to provide appropriate customer service and interact effectively with individuals who may be confused, upset, or irate; Ability to remain calm and level-headed during times of high pressure or stress; Ability to learn how to use software applications and systems related to the essential duties and responsibilities; Ability to comprehend, process, and apply both verbal and written skills appropriate to the job; Ability to detect errors, determine causes, and make corrections as appropriate; Ability to operate modern office equipment such as personal computer, facsimile, copiers, scanners, and telephones; Interpersonal skills necessary to develop and maintain effective and appropriate working relationships with customers, co-workers, and representatives of other agencies, including individuals with various educational, lingual, and economic backgrounds; Skilled in researching and resolving customer questions and problems; Ability to develop, layout, and implement clerical procedures and operations from general instructions; Ability to explain departmental policies, processes, and services in layman's terms; Ability to accurately organize and maintain paper documents and electronic files; Ability to maintain confidentiality of information and professional boundaries; Ability to meet deadlines under time constraints and multi-task; Ability to use City resources effectively and efficiently. Work Environment, Physical Demands, and Other Requirements Work is performed in an office environment; May be required to reach with hands and arms, sit, stand, talk and hear, and use hands and fingers to handle or feel; May be required to lift/move up to 25 pounds (such as a box of paper). Please apply via the following link: The City of North Kansas City, MO is an Equal Opportunity Employer (EEO) and does not discriminate on the basis of age, sex, marital status, race, color, creed, mental or physical disability, religion, national origin, familial status, sexual orientation, gender identity, source of income, or any other status protected by local, state, or federal law, in the admission or access to, or employment in, its programs or activities. All interested parties are encouraged to apply! Compensation details: 73486.4-95000 Yearly Salary PIadf5bc99832b-1670
05/01/2026
Full time
Summary of Duties Performs varied bookkeeping and financial functions, including monitoring daily activity of City bank accounts, reconciling and reviewing financial transactions, and coordinating similar transactions and record keeping with other City staff. Essential Duties and Responsibilities Performs routine general accounting activities, including collecting, interpreting, and analyzing financial data as well as performing account reconciliations and preparing a variety of financial reports; Reconciles bank transactions to cash receipt, accounts payable, payroll and investment transactions as well as researching and correcting unreconciled transactions and maintaining cash receipt and depository files; Reviews, verifies, and posts account transactions to journals, ledgers, and other applicable records, and prepares and records adjusting and closing journal entries; Monitors daily bank activity, downloading information using both paper and online banking portals, researching, distributing, and notifying appropriate departments, reconciling transactions and amounts, verifying check clearances, research stale outstanding checks, places stop payments on checks and reissues checks as applicable, and reviewing timing and amount of transactions; Assists Finance Manager in preparing investments on a regular basis Assists Finance Manager with annual audit including research, preparation of financial files and capital entries; Provides back up support to Accounting Specialist on business licenses and maintains access to the City's license management system; Provides back up services to Finance Clerks for any or all duties such as customer billing and payments of services including utility billing, accounts payable and procurement card purchase review, etc. and performs adjustments and journal entries for internal utility payments; Sets up customer ACH draft requests, initiates drafts, and maintains confidential files; Compiles, prepares, and verifies data and reports regarding billings, payments, and other financial transactions and transfers, performs a variety of research to obtain information, enters and checks account information and customer data into established spreadsheets, databases or computer systems, and tabulates batch totals and balances transactions; Prepares and generates reports related to financial transactions and coordinates record keeping and data entry with staff of various departments within the City; Maintains and balances cash drawer, prepares daily deposit for counter and mail payments, records deposits from other departments, and maintains deposit log; Maintain procurement card system including functions such as ordering/canceling cards, enters purchase and limit exceptions and reports fraud. Maintain fleet fuel card system including access, cards and analysis. Processes and distributes accounts payable payments for utility, rent, reoccurring disbursements, employee reimbursements, rush and contract payments; Processes, compiles, and researches information and statistics, prepares and verifies data, reports, correspondence, and other documents, utilizing applicable software and systems as well as independently running reports, identifies potential errors or omissions, researches and resolves incomplete information; Uses a wide variety of office machines such as printers, personal computers, facsimile machine, postage machine, adding machine, scanners, and copiers; Explores and brings forth new ways to improve efficiency in the workplace; Assists with special projects and performs other similar duties as assigned. Supervisory Responsibilities None Budgetary Responsibilities None Minimum Qualifications Bachelor's degree in finance, public administration, business administration or related degree required, as well as experience in or knowledge of municipal government operations preferred. Minimum of two years of related experience required. Knowledge, Skills, Abilities, and Competencies Proficiency in English grammar, spelling, punctuation, and simple mathematical functions such as addition, subtraction, multiplication, division, percentages, ratios, etc.; Knowledge of governmental and fund accounting Knowledge of bookkeeping and generally accepted accounting principles, terminology, procedures, theory, and practices; Knowledge of (or ability to learn) City ordinances, City organization and functions, as well as the processes, policies, codes, regulations, and protocols related to the essential duties and responsibilities; Knowledge of (or ability to learn) online banking procedures, rate tables, sales tax rules, billing processes, bill calculation procedures, fund allocations, and similar concepts; Proficiency in use of personal computer software, including spreadsheet development and word processing; Ability to provide appropriate customer service and interact effectively with individuals who may be confused, upset, or irate; Ability to remain calm and level-headed during times of high pressure or stress; Ability to learn how to use software applications and systems related to the essential duties and responsibilities; Ability to comprehend, process, and apply both verbal and written skills appropriate to the job; Ability to detect errors, determine causes, and make corrections as appropriate; Ability to operate modern office equipment such as personal computer, facsimile, copiers, scanners, and telephones; Interpersonal skills necessary to develop and maintain effective and appropriate working relationships with customers, co-workers, and representatives of other agencies, including individuals with various educational, lingual, and economic backgrounds; Skilled in researching and resolving customer questions and problems; Ability to develop, layout, and implement clerical procedures and operations from general instructions; Ability to explain departmental policies, processes, and services in layman's terms; Ability to accurately organize and maintain paper documents and electronic files; Ability to maintain confidentiality of information and professional boundaries; Ability to meet deadlines under time constraints and multi-task; Ability to use City resources effectively and efficiently. Work Environment, Physical Demands, and Other Requirements Work is performed in an office environment; May be required to reach with hands and arms, sit, stand, talk and hear, and use hands and fingers to handle or feel; May be required to lift/move up to 25 pounds (such as a box of paper). Please apply via the following link: The City of North Kansas City, MO is an Equal Opportunity Employer (EEO) and does not discriminate on the basis of age, sex, marital status, race, color, creed, mental or physical disability, religion, national origin, familial status, sexual orientation, gender identity, source of income, or any other status protected by local, state, or federal law, in the admission or access to, or employment in, its programs or activities. All interested parties are encouraged to apply! Compensation details: 73486.4-95000 Yearly Salary PIadf5bc99832b-1670
In the News: Solifi Acquired DataScan on September 23, 2025 Solifi, a global leader in secured finance technology, today announced the acquisition of DataScan, a trusted North American leader in wholesale finance and inventory risk management. About DataScan: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to evolve the dealer commercial lending industry. Exciting Job Opportunity Alert! We at DataScan's Risk Management (RM) Operations Team are on the hunt for a spirited, goal-oriented Field Risk Specialist (FRS) to supercharge our national field team. Your role is to lead the charge executing high-stakes floorplan audits at a wide range of wholesale and retail dealer locations across your assigned territory. As an FRS, your work will be far from mundane. You'll be tasked with physically verifying floor planned inventory, transforming detective work into an art as you inspect dealership records, and showcasing your problem-solving skills as you determine the disposition of missing inventory using Ai's state of the art mobile audit application. Expect a fast-paced, dynamic environment where you're constantly interacting with dealer personnel, unraveling audit results, and communicating with client representatives. Every day you'll flex your analytical muscles, reviewing and authenticating dealer records and other documents related to sold, missing, and damaged inventory units. But that's not all. You'll also play a vital role in risk management, becoming the gatekeeper of inventory status by recording detailed information in our Onsite mobile audit application and ensuring the legitimacy of Motor Vehicle Titles. If you love the thrill of on-the-ground operations and have a knack for risk assessment, then this is the career opportunity you've been waiting for. Join us and redefine what is means to be a Field Risk Specialist. This is a Field Based Position so you will not be assigned to a local office. Essential Functions: Verify in stock inventory by inspecting the VIN/serial number for each floorplanned inventory unit. Meet with authorized dealership personnel to identify the disposition of missing inventory units. Review and verify the authenticity of dealer records and other documentation associated with sold, missing and damaged inventory units. Verify the status of MSOs and titles. Record status information for each inventory unit in the Ai mobile audit application. Record information about dealer visit. Review audit results with dealer personnel. Communicate with client representatives about audit results, dealer conditions, and risk potential. Candidates must be located in South Indianapolis (Edinburgh, Martinsville, Mooresville, Greenwood, Bargersville, Franklin, IN are ideal locations) Ability to work independently with strong work ethic Professional demeanor with excellent communication and interpersonal skills Excellent problem solving and decision-making abilities Basic computer literacy required Occasional travel outside of local territory may be required from time-to-time Lifting and moving boxes may be required from time-to-time Valid driver's license with the ability to travel overnight (3 to 5 nights average of overnight travel monthly) High School diploma or GED required, college preferred Two years or more of applicable experience in: floorplan auditing, banking/financial services, automotive, customer service, field services or related industry. Compensation & Benefits: At DataScan, our associates are our number one asset. We offer competitive compensation with paid time-off, company vehicle or monthly vehicle allowance, expense reimbursement, excellent health care and retirement benefits. Compensation and benefits include: Competitive compensation Company vehicle or monthly vehicle allowance Expense reimbursement Flexible health insurance options, including vision and dental coverage 401K retirement savings plan, including company contributions Wellness incentives Paid Parental Leave Education Reimbursement Meal Allowance/Reimbursement when traveling overnight DataScan Alpharetta GA Facebook Careers DataScan () Compensation details: 5 Yearly Salary PI8fab8f7f5-
05/01/2026
Full time
In the News: Solifi Acquired DataScan on September 23, 2025 Solifi, a global leader in secured finance technology, today announced the acquisition of DataScan, a trusted North American leader in wholesale finance and inventory risk management. About DataScan: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to evolve the dealer commercial lending industry. Exciting Job Opportunity Alert! We at DataScan's Risk Management (RM) Operations Team are on the hunt for a spirited, goal-oriented Field Risk Specialist (FRS) to supercharge our national field team. Your role is to lead the charge executing high-stakes floorplan audits at a wide range of wholesale and retail dealer locations across your assigned territory. As an FRS, your work will be far from mundane. You'll be tasked with physically verifying floor planned inventory, transforming detective work into an art as you inspect dealership records, and showcasing your problem-solving skills as you determine the disposition of missing inventory using Ai's state of the art mobile audit application. Expect a fast-paced, dynamic environment where you're constantly interacting with dealer personnel, unraveling audit results, and communicating with client representatives. Every day you'll flex your analytical muscles, reviewing and authenticating dealer records and other documents related to sold, missing, and damaged inventory units. But that's not all. You'll also play a vital role in risk management, becoming the gatekeeper of inventory status by recording detailed information in our Onsite mobile audit application and ensuring the legitimacy of Motor Vehicle Titles. If you love the thrill of on-the-ground operations and have a knack for risk assessment, then this is the career opportunity you've been waiting for. Join us and redefine what is means to be a Field Risk Specialist. This is a Field Based Position so you will not be assigned to a local office. Essential Functions: Verify in stock inventory by inspecting the VIN/serial number for each floorplanned inventory unit. Meet with authorized dealership personnel to identify the disposition of missing inventory units. Review and verify the authenticity of dealer records and other documentation associated with sold, missing and damaged inventory units. Verify the status of MSOs and titles. Record status information for each inventory unit in the Ai mobile audit application. Record information about dealer visit. Review audit results with dealer personnel. Communicate with client representatives about audit results, dealer conditions, and risk potential. Candidates must be located in South Indianapolis (Edinburgh, Martinsville, Mooresville, Greenwood, Bargersville, Franklin, IN are ideal locations) Ability to work independently with strong work ethic Professional demeanor with excellent communication and interpersonal skills Excellent problem solving and decision-making abilities Basic computer literacy required Occasional travel outside of local territory may be required from time-to-time Lifting and moving boxes may be required from time-to-time Valid driver's license with the ability to travel overnight (3 to 5 nights average of overnight travel monthly) High School diploma or GED required, college preferred Two years or more of applicable experience in: floorplan auditing, banking/financial services, automotive, customer service, field services or related industry. Compensation & Benefits: At DataScan, our associates are our number one asset. We offer competitive compensation with paid time-off, company vehicle or monthly vehicle allowance, expense reimbursement, excellent health care and retirement benefits. Compensation and benefits include: Competitive compensation Company vehicle or monthly vehicle allowance Expense reimbursement Flexible health insurance options, including vision and dental coverage 401K retirement savings plan, including company contributions Wellness incentives Paid Parental Leave Education Reimbursement Meal Allowance/Reimbursement when traveling overnight DataScan Alpharetta GA Facebook Careers DataScan () Compensation details: 5 Yearly Salary PI8fab8f7f5-
In the News: Solifi Acquired DataScan on September 23, 2025 Solifi, a global leader in secured finance technology, today announced the acquisition of DataScan, a trusted North American leader in wholesale finance and inventory risk management. About DataScan: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to evolve the dealer commercial lending industry. Exciting Job Opportunity Alert! We at DataScan's Risk Management (RM) Operations Team are on the hunt for a spirited, goal-oriented Field Risk Specialist (FRS) to supercharge our national field team. Your role is to lead the charge executing high-stakes floorplan audits at a wide range of wholesale and retail dealer locations across your assigned territory. As an FRS, your work will be far from mundane. You'll be tasked with physically verifying floor planned inventory, transforming detective work into an art as you inspect dealership records, and showcasing your problem-solving skills as you determine the disposition of missing inventory using Ai's state of the art mobile audit application. Expect a fast-paced, dynamic environment where you're constantly interacting with dealer personnel, unraveling audit results, and communicating with client representatives. Every day you'll flex your analytical muscles, reviewing and authenticating dealer records and other documents related to sold, missing, and damaged inventory units. But that's not all. You'll also play a vital role in risk management, becoming the gatekeeper of inventory status by recording detailed information in our Onsite mobile audit application and ensuring the legitimacy of Motor Vehicle Titles. If you love the thrill of on-the-ground operations and have a knack for risk assessment, then this is the career opportunity you've been waiting for. Join us and redefine what is means to be a Field Risk Specialist. This is a Field Based Position so you will not be assigned to a local office. Essential Functions: Verify in stock inventory by inspecting the VIN/serial number for each floorplanned inventory unit. Meet with authorized dealership personnel to identify the disposition of missing inventory units. Review and verify the authenticity of dealer records and other documentation associated with sold, missing and damaged inventory units. Verify the status of MSOs and titles. Record status information for each inventory unit in the Ai mobile audit application. Record information about dealer visit. Review audit results with dealer personnel. Communicate with client representatives about audit results, dealer conditions, and risk potential. Candidates must be located in the Cincinnati, OH area; Landen, West Chester, Montgomery and Loveland, OH are desirable locations! Ability to work independently with strong work ethic Professional demeanor with excellent communication and interpersonal skills Excellent problem solving and decision-making abilities Basic computer literacy required Occasional travel outside of local territory may be required from time-to-time Lifting and moving boxes may be required from time-to-time Valid driver's license with the ability to travel overnight (4 to 5 nights average of overnight travel monthly) High School diploma or GED required, college preferred Two years or more of applicable experience in: floorplan auditing, banking/financial services, automotive, customer service, field services or related industry. Compensation & Benefits: At DataScan, our associates are our number one asset. We offer competitive compensation with paid time-off, company vehicle or monthly vehicle allowance, expense reimbursement, excellent health care and retirement benefits. Compensation and benefits include: Competitive compensation Company vehicle or monthly vehicle allowance Expense reimbursement Flexible health insurance options, including vision and dental coverage 401K retirement savings plan, including company contributions Wellness incentives Paid Parental Leave Education Reimbursement Meal Allowance/Reimbursement when traveling overnight DataScan Alpharetta GA Facebook Careers DataScan () Our Story Solifi Compensation details: 5 Yearly Salary PIe8562bcb6df2-0658
05/01/2026
Full time
In the News: Solifi Acquired DataScan on September 23, 2025 Solifi, a global leader in secured finance technology, today announced the acquisition of DataScan, a trusted North American leader in wholesale finance and inventory risk management. About DataScan: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to evolve the dealer commercial lending industry. Exciting Job Opportunity Alert! We at DataScan's Risk Management (RM) Operations Team are on the hunt for a spirited, goal-oriented Field Risk Specialist (FRS) to supercharge our national field team. Your role is to lead the charge executing high-stakes floorplan audits at a wide range of wholesale and retail dealer locations across your assigned territory. As an FRS, your work will be far from mundane. You'll be tasked with physically verifying floor planned inventory, transforming detective work into an art as you inspect dealership records, and showcasing your problem-solving skills as you determine the disposition of missing inventory using Ai's state of the art mobile audit application. Expect a fast-paced, dynamic environment where you're constantly interacting with dealer personnel, unraveling audit results, and communicating with client representatives. Every day you'll flex your analytical muscles, reviewing and authenticating dealer records and other documents related to sold, missing, and damaged inventory units. But that's not all. You'll also play a vital role in risk management, becoming the gatekeeper of inventory status by recording detailed information in our Onsite mobile audit application and ensuring the legitimacy of Motor Vehicle Titles. If you love the thrill of on-the-ground operations and have a knack for risk assessment, then this is the career opportunity you've been waiting for. Join us and redefine what is means to be a Field Risk Specialist. This is a Field Based Position so you will not be assigned to a local office. Essential Functions: Verify in stock inventory by inspecting the VIN/serial number for each floorplanned inventory unit. Meet with authorized dealership personnel to identify the disposition of missing inventory units. Review and verify the authenticity of dealer records and other documentation associated with sold, missing and damaged inventory units. Verify the status of MSOs and titles. Record status information for each inventory unit in the Ai mobile audit application. Record information about dealer visit. Review audit results with dealer personnel. Communicate with client representatives about audit results, dealer conditions, and risk potential. Candidates must be located in the Cincinnati, OH area; Landen, West Chester, Montgomery and Loveland, OH are desirable locations! Ability to work independently with strong work ethic Professional demeanor with excellent communication and interpersonal skills Excellent problem solving and decision-making abilities Basic computer literacy required Occasional travel outside of local territory may be required from time-to-time Lifting and moving boxes may be required from time-to-time Valid driver's license with the ability to travel overnight (4 to 5 nights average of overnight travel monthly) High School diploma or GED required, college preferred Two years or more of applicable experience in: floorplan auditing, banking/financial services, automotive, customer service, field services or related industry. Compensation & Benefits: At DataScan, our associates are our number one asset. We offer competitive compensation with paid time-off, company vehicle or monthly vehicle allowance, expense reimbursement, excellent health care and retirement benefits. Compensation and benefits include: Competitive compensation Company vehicle or monthly vehicle allowance Expense reimbursement Flexible health insurance options, including vision and dental coverage 401K retirement savings plan, including company contributions Wellness incentives Paid Parental Leave Education Reimbursement Meal Allowance/Reimbursement when traveling overnight DataScan Alpharetta GA Facebook Careers DataScan () Our Story Solifi Compensation details: 5 Yearly Salary PIe8562bcb6df2-0658
Datascan Technologies, LLC
West Mifflin, Pennsylvania
In The News: Solifi Acquired DataScan on September 23, 2025: Solifi, a global leader in secured finance technology, today announced the acquisition of DataScan, a trusted North American leader in wholesale finance and inventory risk management. About DataScan: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to evolve the dealer commercial lending industry. Exciting Job Opportunity Alert! We at DataScan's Risk Management (RM) Operations Team are on the hunt for a spirited, goal-oriented Field Risk Specialist (FRS) to supercharge our national field team. Your role is to lead the charge executing high-stakes floorplan audits at a wide range of wholesale and retail dealer locations across your assigned territory. As an FRS, your work will be far from mundane. You'll be tasked with physically verifying floor planned inventory, transforming detective work into an art as you inspect dealership records, and showcasing your problem-solving skills as you determine the disposition of missing inventory using Ai's state of the art mobile audit application. Expect a fast-paced, dynamic environment where you're constantly interacting with dealer personnel, unraveling audit results, and communicating with client representatives. Every day you'll flex your analytical muscles, reviewing and authenticating dealer records and other documents related to sold, missing, and damaged inventory units. But that's not all. You'll also play a vital role in risk management, becoming the gatekeeper of inventory status by recording detailed information in our Onsite mobile audit application and ensuring the legitimacy of Motor Vehicle Titles. If you love the thrill of on-the-ground operations and have a knack for risk assessment, then this is the career opportunity you've been waiting for. Join us and redefine what is means to be a Field Risk Specialist. This is a Field Based Position so you will not be assigned to a local office. Essential Functions: Verify in stock inventory by inspecting the VIN/serial number for each floorplanned inventory unit. Meet with authorized dealership personnel to identify the disposition of missing inventory units. Review and verify the authenticity of dealer records and other documentation associated with sold, missing and damaged inventory units. Verify the status of MSOs and titles. Record status information for each inventory unit in the Ai mobile audit application. Record information about dealer visit. Review audit results with dealer personnel. Communicate with client representatives about audit results, dealer conditions, and risk potential. Candidates must be located in Pittsburgh, PA Ability to work independently with strong work ethic Professional demeanor with excellent communication and interpersonal skills Excellent problem solving and decision-making abilities Basic computer literacy required Occasional travel outside of local territory may be required from time-to-time Lifting and moving boxes may be required from time-to-time Valid driver's license with the ability to travel overnight (4 to 5 nights average of overnight travel monthly) High School diploma or GED required, college preferred Two years or more of applicable experience in: floorplan auditing, banking/financial services, automotive, customer service, field services or related industry. Compensation & Benefits: At DataScan, our associates are our number one asset. We offer competitive compensation with paid time-off, company vehicle or monthly vehicle allowance, expense reimbursement, excellent health care and retirement benefits. Compensation and benefits include: Competitive compensation Company vehicle or monthly vehicle allowance Expense reimbursement Flexible health insurance options, including vision and dental coverage 401K retirement savings plan, including company contributions Wellness incentives Paid Parental Leave Education Reimbursement Meal Allowance/Reimbursement when traveling overnight DataScan Alpharetta GA Facebook Careers DataScan () Compensation details: 5 Yearly Salary PIef1875eaceb6-4554
05/01/2026
Full time
In The News: Solifi Acquired DataScan on September 23, 2025: Solifi, a global leader in secured finance technology, today announced the acquisition of DataScan, a trusted North American leader in wholesale finance and inventory risk management. About DataScan: Headquartered in Alpharetta, Georgia, DataScan stands at the forefront of delivering cutting-edge wholesale asset financing and inventory risk management solutions. Our commitment lies in empowering lenders to efficiently oversee their operations and manage risk through our technologies, knowledge, and expertise. With our connected commercial ecosystem, we continue to evolve the dealer commercial lending industry. Exciting Job Opportunity Alert! We at DataScan's Risk Management (RM) Operations Team are on the hunt for a spirited, goal-oriented Field Risk Specialist (FRS) to supercharge our national field team. Your role is to lead the charge executing high-stakes floorplan audits at a wide range of wholesale and retail dealer locations across your assigned territory. As an FRS, your work will be far from mundane. You'll be tasked with physically verifying floor planned inventory, transforming detective work into an art as you inspect dealership records, and showcasing your problem-solving skills as you determine the disposition of missing inventory using Ai's state of the art mobile audit application. Expect a fast-paced, dynamic environment where you're constantly interacting with dealer personnel, unraveling audit results, and communicating with client representatives. Every day you'll flex your analytical muscles, reviewing and authenticating dealer records and other documents related to sold, missing, and damaged inventory units. But that's not all. You'll also play a vital role in risk management, becoming the gatekeeper of inventory status by recording detailed information in our Onsite mobile audit application and ensuring the legitimacy of Motor Vehicle Titles. If you love the thrill of on-the-ground operations and have a knack for risk assessment, then this is the career opportunity you've been waiting for. Join us and redefine what is means to be a Field Risk Specialist. This is a Field Based Position so you will not be assigned to a local office. Essential Functions: Verify in stock inventory by inspecting the VIN/serial number for each floorplanned inventory unit. Meet with authorized dealership personnel to identify the disposition of missing inventory units. Review and verify the authenticity of dealer records and other documentation associated with sold, missing and damaged inventory units. Verify the status of MSOs and titles. Record status information for each inventory unit in the Ai mobile audit application. Record information about dealer visit. Review audit results with dealer personnel. Communicate with client representatives about audit results, dealer conditions, and risk potential. Candidates must be located in Pittsburgh, PA Ability to work independently with strong work ethic Professional demeanor with excellent communication and interpersonal skills Excellent problem solving and decision-making abilities Basic computer literacy required Occasional travel outside of local territory may be required from time-to-time Lifting and moving boxes may be required from time-to-time Valid driver's license with the ability to travel overnight (4 to 5 nights average of overnight travel monthly) High School diploma or GED required, college preferred Two years or more of applicable experience in: floorplan auditing, banking/financial services, automotive, customer service, field services or related industry. Compensation & Benefits: At DataScan, our associates are our number one asset. We offer competitive compensation with paid time-off, company vehicle or monthly vehicle allowance, expense reimbursement, excellent health care and retirement benefits. Compensation and benefits include: Competitive compensation Company vehicle or monthly vehicle allowance Expense reimbursement Flexible health insurance options, including vision and dental coverage 401K retirement savings plan, including company contributions Wellness incentives Paid Parental Leave Education Reimbursement Meal Allowance/Reimbursement when traveling overnight DataScan Alpharetta GA Facebook Careers DataScan () Compensation details: 5 Yearly Salary PIef1875eaceb6-4554
Position Summary:The Investment Manager performs specialized financial management and investment functions in support of the League of Minnesota Cities and the League of Minnesota Cities Insurance Trust (LMCIT). This position is responsible for overseeing investment activities, ensuring compliance with applicable policies and standards, and supporting financial reporting and analysis related to investment portfolios. The role also provides advanced financial analysis and modeling in support of LMCIT's surplus and reserve management, including evaluation of adequacy, long-term sustainability, and strategic capital considerations. The role requires independent judgment, technical expertise in governmental and insurance-related investment practices, and the ability to manage multiple priorities under tight deadlines. Salary: $127,000.00 - $155,000.00 Annually Job Closing Date: 5/6/2026 Essential Job Duties: Investments Invests League and LMCIT funds in accordance with established investment policies and state statute, and monitors short- and long-term performance against benchmarks Oversees financial reporting of League and LMCIT investment activities, including review of documentation from third-party investment managers Monitors developments in governmental and insurance accounting standards, including GASB pronouncements, and assesses implications for investment reporting Proposes updates to financial policies and procedures related to investment activities and internal controls Collaborates with internal and external stakeholders to identify and implement best practices in investment management and insurance financial reporting Audit Supports the preparation of annual and intra-year investment-related reports and audit documentation Conducts complex financial analysis related to investment performance, asset allocation, and cash flow forecasting Maintains documentation and records to support compliance with audit standards and regulatory filings 4M Fund Serve as staff representative to the 4M Advisory Committee, recruits committee members, regularly report on Fund highlights and performance, organize regular meetings of the committee, report to the 4M Board of Trustees as needed. Provide oversight of the 4M Fund through regular communication with the Fund Administrator. Coordinate periodic external review of 4M Fund investment advisor, administrator, and banking partner/custodian; address findings; and implement recommended improvements. Participate in annual goal setting with the fund administrator; develop annual member survey; and recommend follow up actions. Insurance Pool Financial Analysis Provides financial analysis and recommendations to the CFO and LMCIT leadership regarding surplus targets, dividend considerations, and reserve strategies, incorporating actuarial input and organizational risk tolerance. Oversee and collaborates with external investment advisors to ensure their strategies, reporting, and portfolio decisions align with LMCIT's investment policy, risk parameters, and long-term performance objectives. Works with external investment advisors to ensure alignment between investment strategy and surplus management goals. Other Prepares and updates various financial (internal and external) policies as necessary or as assigned by the CFO. Works on special projects related to high level financial issues related to Board communications and financial planning for the League and Trust. Works with IGR staff in drafting recommended legislative positions and/or testifying at the legislature on bills that could have an impact on member's finances. Provides technical guidance and customer service to internal departments on investment-related financial matters. Performs other duties as assigned. Core qualifications & Desirables: Bachelor's degree in accounting, finance, public administration, or related field or equivalent experience. Five years of experience in investment management, governmental finance, or insurance-related financial reporting. Knowledge of governmental accounting standards and insurance financial reporting practices. Strong understanding of investment principles, portfolio management, and performance benchmarking. Ability to interpret and apply financial policies, regulations, and internal controls. Experience working with third-party investment managers and institutional portfolios preferred. Strong analytical, organizational, and communications skills. Ability to work independently and manage multiple projects with competing deadlines. Desirable Qualifications: Advanced degree or professional certification (e.g., CFA, CPA). Public sector experience. Familiarity with insurance pools and insurance investments. Understanding of insurance pool financial structures, including surplus management and reserve adequacy. Benefits - The League of Minnesota Cities offers a comprehensive benefits package that includes health and dental insurance, employer-paid basic life insurance, long-term disability coverage, three-weeks paid parental leave, a contribution match to 457 plans, participation in the PERA public pension plan, and 12 paid holidays. Additional benefits include voluntary supplemental life insurance, spouse and dependent life insurance, and short-term disability coverage. We welcome you as an applicant for employment with the League of Minnesota Cities. It is the League of Minnesota Cities' policy to provide equal opportunity in employment, and we are committed to building a diverse, welcoming, and respectful workforce. We seek and welcome candidate applications from historically underrepresented groups, such as BIPOC (Black, Indigenous, People of Color) women, LGTBQ+, and those living with disabilities as well as Veterans. The League of Minnesota Cities will not discriminate on the basis of race, natural hair styles and textures (including but not limited to "braids, locks, and twists"), color, creed, age, religion, national origin, marital status, disability, sex, sexual orientation, familial status, status with regard to public assistance, local human rights commission activity or any other basis protected by law. When requested to complete an application for the position we require that you furnish complete information, so we may accurately and completely assess your qualifications. You may attach any other information which provides additional detail about your qualifications for employment in the position you seek. Refer to the Applicant Data Practices Advisory included in the signature portion of the application, for guidance regarding how your application information will be used, the consequences of providing or not providing your information, and more. The League of Minnesota Cities accommodates qualified persons with disabilities in all aspects of employment, including the application process.
05/01/2026
Position Summary:The Investment Manager performs specialized financial management and investment functions in support of the League of Minnesota Cities and the League of Minnesota Cities Insurance Trust (LMCIT). This position is responsible for overseeing investment activities, ensuring compliance with applicable policies and standards, and supporting financial reporting and analysis related to investment portfolios. The role also provides advanced financial analysis and modeling in support of LMCIT's surplus and reserve management, including evaluation of adequacy, long-term sustainability, and strategic capital considerations. The role requires independent judgment, technical expertise in governmental and insurance-related investment practices, and the ability to manage multiple priorities under tight deadlines. Salary: $127,000.00 - $155,000.00 Annually Job Closing Date: 5/6/2026 Essential Job Duties: Investments Invests League and LMCIT funds in accordance with established investment policies and state statute, and monitors short- and long-term performance against benchmarks Oversees financial reporting of League and LMCIT investment activities, including review of documentation from third-party investment managers Monitors developments in governmental and insurance accounting standards, including GASB pronouncements, and assesses implications for investment reporting Proposes updates to financial policies and procedures related to investment activities and internal controls Collaborates with internal and external stakeholders to identify and implement best practices in investment management and insurance financial reporting Audit Supports the preparation of annual and intra-year investment-related reports and audit documentation Conducts complex financial analysis related to investment performance, asset allocation, and cash flow forecasting Maintains documentation and records to support compliance with audit standards and regulatory filings 4M Fund Serve as staff representative to the 4M Advisory Committee, recruits committee members, regularly report on Fund highlights and performance, organize regular meetings of the committee, report to the 4M Board of Trustees as needed. Provide oversight of the 4M Fund through regular communication with the Fund Administrator. Coordinate periodic external review of 4M Fund investment advisor, administrator, and banking partner/custodian; address findings; and implement recommended improvements. Participate in annual goal setting with the fund administrator; develop annual member survey; and recommend follow up actions. Insurance Pool Financial Analysis Provides financial analysis and recommendations to the CFO and LMCIT leadership regarding surplus targets, dividend considerations, and reserve strategies, incorporating actuarial input and organizational risk tolerance. Oversee and collaborates with external investment advisors to ensure their strategies, reporting, and portfolio decisions align with LMCIT's investment policy, risk parameters, and long-term performance objectives. Works with external investment advisors to ensure alignment between investment strategy and surplus management goals. Other Prepares and updates various financial (internal and external) policies as necessary or as assigned by the CFO. Works on special projects related to high level financial issues related to Board communications and financial planning for the League and Trust. Works with IGR staff in drafting recommended legislative positions and/or testifying at the legislature on bills that could have an impact on member's finances. Provides technical guidance and customer service to internal departments on investment-related financial matters. Performs other duties as assigned. Core qualifications & Desirables: Bachelor's degree in accounting, finance, public administration, or related field or equivalent experience. Five years of experience in investment management, governmental finance, or insurance-related financial reporting. Knowledge of governmental accounting standards and insurance financial reporting practices. Strong understanding of investment principles, portfolio management, and performance benchmarking. Ability to interpret and apply financial policies, regulations, and internal controls. Experience working with third-party investment managers and institutional portfolios preferred. Strong analytical, organizational, and communications skills. Ability to work independently and manage multiple projects with competing deadlines. Desirable Qualifications: Advanced degree or professional certification (e.g., CFA, CPA). Public sector experience. Familiarity with insurance pools and insurance investments. Understanding of insurance pool financial structures, including surplus management and reserve adequacy. Benefits - The League of Minnesota Cities offers a comprehensive benefits package that includes health and dental insurance, employer-paid basic life insurance, long-term disability coverage, three-weeks paid parental leave, a contribution match to 457 plans, participation in the PERA public pension plan, and 12 paid holidays. Additional benefits include voluntary supplemental life insurance, spouse and dependent life insurance, and short-term disability coverage. We welcome you as an applicant for employment with the League of Minnesota Cities. It is the League of Minnesota Cities' policy to provide equal opportunity in employment, and we are committed to building a diverse, welcoming, and respectful workforce. We seek and welcome candidate applications from historically underrepresented groups, such as BIPOC (Black, Indigenous, People of Color) women, LGTBQ+, and those living with disabilities as well as Veterans. The League of Minnesota Cities will not discriminate on the basis of race, natural hair styles and textures (including but not limited to "braids, locks, and twists"), color, creed, age, religion, national origin, marital status, disability, sex, sexual orientation, familial status, status with regard to public assistance, local human rights commission activity or any other basis protected by law. When requested to complete an application for the position we require that you furnish complete information, so we may accurately and completely assess your qualifications. You may attach any other information which provides additional detail about your qualifications for employment in the position you seek. Refer to the Applicant Data Practices Advisory included in the signature portion of the application, for guidance regarding how your application information will be used, the consequences of providing or not providing your information, and more. The League of Minnesota Cities accommodates qualified persons with disabilities in all aspects of employment, including the application process.
Customer Service Representative - Jasper, MN Join our team! Peoples Bank in Jasper, Minnesota , is seeking qualified candidates for a Customer Service Representative. Essential Duties Process daily transactions such as checking & savings deposits, withdrawals, payments, purchases, etc. Provide a high level of customer service Customer support with high proficiency in Digital Banking Administrative duties Requirements Full-time preferred, but part-time may be considered Strong communication & sales skills Team player, organized, adaptable, & detail-oriented A high school degree or equivalent with 1-3 years of related experience We Offer $17.00-$20.00/hour DOE 401(k) Plan with Company Match & Profit Sharing Health Insurance Dental Insurance Vision Insurance Paid Time Off Paid Holidays And More! Apply Online Apply Now Peoples Bank is an Equal Opportunity/Access/Affirmative Action/Pro Disabled & Veteran Employer. Compensation details: 17-20 Hourly Wage PIec37-9666
05/01/2026
Full time
Customer Service Representative - Jasper, MN Join our team! Peoples Bank in Jasper, Minnesota , is seeking qualified candidates for a Customer Service Representative. Essential Duties Process daily transactions such as checking & savings deposits, withdrawals, payments, purchases, etc. Provide a high level of customer service Customer support with high proficiency in Digital Banking Administrative duties Requirements Full-time preferred, but part-time may be considered Strong communication & sales skills Team player, organized, adaptable, & detail-oriented A high school degree or equivalent with 1-3 years of related experience We Offer $17.00-$20.00/hour DOE 401(k) Plan with Company Match & Profit Sharing Health Insurance Dental Insurance Vision Insurance Paid Time Off Paid Holidays And More! Apply Online Apply Now Peoples Bank is an Equal Opportunity/Access/Affirmative Action/Pro Disabled & Veteran Employer. Compensation details: 17-20 Hourly Wage PIec37-9666
Peoples Security Bank & Trust Company
Clarks Summit, Pennsylvania
Description: General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. Essential Duties: Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes various customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, etc.) efficiently, accurately, and compliantly. Balances cash drawer, night deposits, and balances and services the ATM. Also serves as back-up with vault-related and ancillary operational duties. Well-practiced in policy and procedure in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Has high level understanding of Bank's products and services, including its technology. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters with assistance, ensuring client concerns are addressed in a timely manner. Promptly and effectively refers clients and prospects to the appropriate partner to meet their needs for deposits, loans, cash management, merchant, or wealth management services. Ancillary Duties: Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Basic Qualifications: Education/Training: A high school diploma or equivalent required. Associate's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; possess a sound knowledge of branch transactional tasks and operations; be conversant in bank's products and services; proficient in use of various types of technology and software. Experience: A minimum of (1-2) years' experience in a related position normally required. PI6971db1b86f6-7373
05/01/2026
Full time
Description: General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. Essential Duties: Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes various customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, etc.) efficiently, accurately, and compliantly. Balances cash drawer, night deposits, and balances and services the ATM. Also serves as back-up with vault-related and ancillary operational duties. Well-practiced in policy and procedure in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Has high level understanding of Bank's products and services, including its technology. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters with assistance, ensuring client concerns are addressed in a timely manner. Promptly and effectively refers clients and prospects to the appropriate partner to meet their needs for deposits, loans, cash management, merchant, or wealth management services. Ancillary Duties: Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Basic Qualifications: Education/Training: A high school diploma or equivalent required. Associate's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; possess a sound knowledge of branch transactional tasks and operations; be conversant in bank's products and services; proficient in use of various types of technology and software. Experience: A minimum of (1-2) years' experience in a related position normally required. PI6971db1b86f6-7373
Gleaners Food Bank of Indiana is the state's largest hunger relief organization and one of the leading food banks in the Feeding America Network. In additional to vital hunger relief programs in our 21-county service area, we also operate Fresh Connect Central, a regional produce cooperative for Feeding America, serve as a contract reclamation site for Kroger Central Division, and are a staging site for FEMA disaster response.Position Purpose of The Commodity Buyer: The Commodity Buyer is responsible for procuring assigned food commodities to meet customer demand, maintain appropriate inventory levels, and support organizational goals. This role involves demand forecasting, inventory management, vendor coordination, and quality assurance. Success in this role requires strong cross-functional collaboration, attention to detail, and the ability to adapt to a dynamic supply chain environment while upholding Gleaners' mission and values. All responsibilities and duties will further Gleaners' mission to be a leader in the fight against hunger. 14 paid holidays 3 Paid Sick Leave Days, Federal Holidays, 2 Volunteer Days & BirthdayLearning & Development OpportunitiesCompany paid vision, long-term disability, $50,000 life AD&DPaid Life and Long-Term Disability InsuranceMaternal, parental & caregiver leaveOn-site GymWellness programs403(b) Plan with up to 4% matchMonthly attendance bonusEarn up to 10% incentive payApparel allowance Essential Functions of The Commodity Buyer: Execute procurement and promotion of assigned commodities to meet weekly customer demand, ensuring alignment with target price points and maintaining appropriate inventory levels across all Fresh Connect Central locations.Effectively forecast and execute orders up to several months in advance by creating, maintaining, and assessing supply and demand in our ERP system.Acquire and manage donated item inventory by collaborating with Gleaners Food Strategy team, other food banks or vendor partners.Monitor and manage the products that are offered through various user platforms (including Fresh Connect Central's ecommerce site and, MealConnect, amongst others) to ensure an accurate portfolio of products are available for customers to shop.Prepare and provide bids and/or kitting projects in a timely manner to food banks/partners requesting bid pricing.Coordinate with the production team regarding standard box menus, custom box menus, inventory availability and repack schedule.Monitor product date codes and present appropriate exit strategies for moving affected products.Follow up with appropriate contacts when dealing with poor quality products upon delivery and help make decisions on whether to reject the load.Facilitate resolution of customer credits and rejected shipments by documenting issues, guiding customers through required processes, and entering credits in the ERP system.Provide backup support to the Commodity Buyer and other Supply Chain team members as needed.Operate with "cross-functional" approach and accordingly accept / assume new responsibilities as dictated by business environmentMaintain positive and ethical working relationships with food banks, freight carriers, vendors and Feeding America collaborators such as other regional cooperatives, member food banks, state association representatives, and national sourcing managers, while exemplifying Gleaners' mission, vision, and values.Contribute to and participate in the creation of marketing materials related to advertising products under the ownership of the Commodity Buyer.Compile and submit reports, documentation, and data to the Finance team and Feeding America on a regular (monthly, quarterly, annual) or ad-hoc basis.All other duties as assigned. Education and/or Experience of Commodity Buyer: Bachelor's Degree or equivalent experience in Business, Purchasing or Sales Prior experience with purchasing, forecasting, inventory management and customer service (minimum two years of experience)Prior experience with vendor and customer relationship management desiredKnowledge of food banking industry desired Other Skills and Abilities of Commodity Buyer: Working knowledge of food products and categories, or the ability to quickly learn and develop expertise in food-related inventory and sourcing.Excellent interpersonal, oral, written communication and presentation skills including external customer service.Ability to work well with others, including face-to-face and verbal contact.Ability to read, write and understand instructions.Ability to perform basic math functions (addition, subtraction, multiplication and division).Ability to count accurately and maintain accurate records.Fluency in Microsoft Office Suite.CRM/ERP experience (Sales experience is a plus).Ability to create, analyze and present reports.Valid driver's license/Clean driving record /3 years of driving experience/Must be insurable by company vehicle insurance provider. Please go to our career site for full job description at full position attached as a PDF Gleaners Food Bank is an Equal Employment Opportunity Employer and provides equal opportunities for employment and advancement for all individuals, without regard to race, color, national origin, religion, sex, gender identity, gender expression, sexual orientation, disability, age, marital status, family/parental status, pregnancy, leave status, genetic information, veteran status, creed, citizenship status, income derived from a public assistance program, political beliefs, reprisal or retaliation for prior civil rights activity, or any other status or category protected by applicable federal, state, or local law. PI96d3011d8c78-4944
05/01/2026
Full time
Gleaners Food Bank of Indiana is the state's largest hunger relief organization and one of the leading food banks in the Feeding America Network. In additional to vital hunger relief programs in our 21-county service area, we also operate Fresh Connect Central, a regional produce cooperative for Feeding America, serve as a contract reclamation site for Kroger Central Division, and are a staging site for FEMA disaster response.Position Purpose of The Commodity Buyer: The Commodity Buyer is responsible for procuring assigned food commodities to meet customer demand, maintain appropriate inventory levels, and support organizational goals. This role involves demand forecasting, inventory management, vendor coordination, and quality assurance. Success in this role requires strong cross-functional collaboration, attention to detail, and the ability to adapt to a dynamic supply chain environment while upholding Gleaners' mission and values. All responsibilities and duties will further Gleaners' mission to be a leader in the fight against hunger. 14 paid holidays 3 Paid Sick Leave Days, Federal Holidays, 2 Volunteer Days & BirthdayLearning & Development OpportunitiesCompany paid vision, long-term disability, $50,000 life AD&DPaid Life and Long-Term Disability InsuranceMaternal, parental & caregiver leaveOn-site GymWellness programs403(b) Plan with up to 4% matchMonthly attendance bonusEarn up to 10% incentive payApparel allowance Essential Functions of The Commodity Buyer: Execute procurement and promotion of assigned commodities to meet weekly customer demand, ensuring alignment with target price points and maintaining appropriate inventory levels across all Fresh Connect Central locations.Effectively forecast and execute orders up to several months in advance by creating, maintaining, and assessing supply and demand in our ERP system.Acquire and manage donated item inventory by collaborating with Gleaners Food Strategy team, other food banks or vendor partners.Monitor and manage the products that are offered through various user platforms (including Fresh Connect Central's ecommerce site and, MealConnect, amongst others) to ensure an accurate portfolio of products are available for customers to shop.Prepare and provide bids and/or kitting projects in a timely manner to food banks/partners requesting bid pricing.Coordinate with the production team regarding standard box menus, custom box menus, inventory availability and repack schedule.Monitor product date codes and present appropriate exit strategies for moving affected products.Follow up with appropriate contacts when dealing with poor quality products upon delivery and help make decisions on whether to reject the load.Facilitate resolution of customer credits and rejected shipments by documenting issues, guiding customers through required processes, and entering credits in the ERP system.Provide backup support to the Commodity Buyer and other Supply Chain team members as needed.Operate with "cross-functional" approach and accordingly accept / assume new responsibilities as dictated by business environmentMaintain positive and ethical working relationships with food banks, freight carriers, vendors and Feeding America collaborators such as other regional cooperatives, member food banks, state association representatives, and national sourcing managers, while exemplifying Gleaners' mission, vision, and values.Contribute to and participate in the creation of marketing materials related to advertising products under the ownership of the Commodity Buyer.Compile and submit reports, documentation, and data to the Finance team and Feeding America on a regular (monthly, quarterly, annual) or ad-hoc basis.All other duties as assigned. Education and/or Experience of Commodity Buyer: Bachelor's Degree or equivalent experience in Business, Purchasing or Sales Prior experience with purchasing, forecasting, inventory management and customer service (minimum two years of experience)Prior experience with vendor and customer relationship management desiredKnowledge of food banking industry desired Other Skills and Abilities of Commodity Buyer: Working knowledge of food products and categories, or the ability to quickly learn and develop expertise in food-related inventory and sourcing.Excellent interpersonal, oral, written communication and presentation skills including external customer service.Ability to work well with others, including face-to-face and verbal contact.Ability to read, write and understand instructions.Ability to perform basic math functions (addition, subtraction, multiplication and division).Ability to count accurately and maintain accurate records.Fluency in Microsoft Office Suite.CRM/ERP experience (Sales experience is a plus).Ability to create, analyze and present reports.Valid driver's license/Clean driving record /3 years of driving experience/Must be insurable by company vehicle insurance provider. Please go to our career site for full job description at full position attached as a PDF Gleaners Food Bank is an Equal Employment Opportunity Employer and provides equal opportunities for employment and advancement for all individuals, without regard to race, color, national origin, religion, sex, gender identity, gender expression, sexual orientation, disability, age, marital status, family/parental status, pregnancy, leave status, genetic information, veteran status, creed, citizenship status, income derived from a public assistance program, political beliefs, reprisal or retaliation for prior civil rights activity, or any other status or category protected by applicable federal, state, or local law. PI96d3011d8c78-4944
Peoples Security Bank & Trust Company
Lancaster, Pennsylvania
Description: General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. May serve in a leadership capacity with direct reports. This position will support two branch locations, with three days per week assigned to the Manheim Branch and two days per week assigned to the Lebanon Branch. Eligible applicants must have reliable transportation to commute between locations. Essential Duties: Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes all customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, wires, etc.) efficiently, accurately, and compliantly. Balances cash drawer and night deposits. Replenishes, services, and balances the ATM. Manages vault transactions and balancing. Effectively provides guidance and oversight to daily work procedures, schedules, supplies, cash and currency. Well-practiced in policy and procedure in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Maintains working knowledge of Bank's consumer deposit and loan product offerings as well as business deposit and cash management services. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters with assistance, ensuring client concerns are addressed in a timely manner. Engages and advises customers in person and/or virtually in order to attract, retain, and grow relationships. Assists clients with deposit account and ancillary service selections in line with their needs, opening them in a timely manner. Has ability to obtain NMLS. Upon completion of licensing and training, can process and close consumer loans. Demonstrates and educates our customer base on our technology products and services. Promptly and effectively refers clients and prospects to the appropriate partner to meet their needs for loans, cash management, merchant, or wealth management services. Able to act as a banking ambassador out in the community by jointly attending events, tabling, and educating the public on matters of financial literacy and the bank's products and services. May supervise Personal Bankers, providing onboarding, coaching, and development in order to contribute to staff success. Assists in the Talent Acquisition and Performance Evaluation Process as appropriate. Ancillary Duties: Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Basic Qualifications: Education/Training: A high school diploma or equivalent required. Associate's or Bachelor's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building and management needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; able to lead, coach and motivate others; possess a sound knowledge of branch transactional tasks and operations; be conversant in consumer and business financial products and services; proficient in use of various types of technology and software. Experience: A minimum of 2-4 years' experience in a related position normally required. PI21cb8e25d7ac-9902
05/01/2026
Full time
Description: General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. May serve in a leadership capacity with direct reports. This position will support two branch locations, with three days per week assigned to the Manheim Branch and two days per week assigned to the Lebanon Branch. Eligible applicants must have reliable transportation to commute between locations. Essential Duties: Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes all customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, wires, etc.) efficiently, accurately, and compliantly. Balances cash drawer and night deposits. Replenishes, services, and balances the ATM. Manages vault transactions and balancing. Effectively provides guidance and oversight to daily work procedures, schedules, supplies, cash and currency. Well-practiced in policy and procedure in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Maintains working knowledge of Bank's consumer deposit and loan product offerings as well as business deposit and cash management services. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters with assistance, ensuring client concerns are addressed in a timely manner. Engages and advises customers in person and/or virtually in order to attract, retain, and grow relationships. Assists clients with deposit account and ancillary service selections in line with their needs, opening them in a timely manner. Has ability to obtain NMLS. Upon completion of licensing and training, can process and close consumer loans. Demonstrates and educates our customer base on our technology products and services. Promptly and effectively refers clients and prospects to the appropriate partner to meet their needs for loans, cash management, merchant, or wealth management services. Able to act as a banking ambassador out in the community by jointly attending events, tabling, and educating the public on matters of financial literacy and the bank's products and services. May supervise Personal Bankers, providing onboarding, coaching, and development in order to contribute to staff success. Assists in the Talent Acquisition and Performance Evaluation Process as appropriate. Ancillary Duties: Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Basic Qualifications: Education/Training: A high school diploma or equivalent required. Associate's or Bachelor's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building and management needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; able to lead, coach and motivate others; possess a sound knowledge of branch transactional tasks and operations; be conversant in consumer and business financial products and services; proficient in use of various types of technology and software. Experience: A minimum of 2-4 years' experience in a related position normally required. PI21cb8e25d7ac-9902
Peoples Security Bank & Trust Company
Honesdale, Pennsylvania
Description: General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. Essential Duties: Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes various customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, etc.) efficiently, accurately, and compliantly. Balances cash drawer, night deposits, and balances and services the ATM. Also serves as back-up with vault-related and ancillary operational duties. Well-practiced in policy and procedure in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Has high level understanding of Bank's products and services, including its technology. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters with assistance, ensuring client concerns are addressed in a timely manner. Promptly and effectively refers clients and prospects to the appropriate partner to meet their needs for deposits, loans, cash management, merchant, or wealth management services. Ancillary Duties: Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Basic Qualifications: Education/Training: A high school diploma or equivalent required. Associate's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; possess a sound knowledge of branch transactional tasks and operations; be conversant in bank's products and services; proficient in use of various types of technology and software. Experience: A minimum of (1-2) years' experience in a related position normally required. PId43498c81b51-5267
05/01/2026
Full time
Description: General Responsibilities: Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. Essential Duties: Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes various customer transactions (checks, deposits, withdrawals, payments, money orders, cashier's checks, cash advances, etc.) efficiently, accurately, and compliantly. Balances cash drawer, night deposits, and balances and services the ATM. Also serves as back-up with vault-related and ancillary operational duties. Well-practiced in policy and procedure in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Has high level understanding of Bank's products and services, including its technology. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters with assistance, ensuring client concerns are addressed in a timely manner. Promptly and effectively refers clients and prospects to the appropriate partner to meet their needs for deposits, loans, cash management, merchant, or wealth management services. Ancillary Duties: Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 50 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Basic Qualifications: Education/Training: A high school diploma or equivalent required. Associate's degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; possess a sound knowledge of branch transactional tasks and operations; be conversant in bank's products and services; proficient in use of various types of technology and software. Experience: A minimum of (1-2) years' experience in a related position normally required. PId43498c81b51-5267
Job Description Provide prompt, efficient and friendly service to all customers Explore customer financial needs to recommend services and products Conduct business development visits to promote the bank s services and products Assist customers with banking/financial needs Remain knowledgeable about products, fees, policies and current offers to assist customers with product suggestions Cash handling and adherence to proper balancing procedures Accountable for the achievement of monthly targets as assigned Operate the cash vault according to established policy and procedures Balance the ATM and coin machine Assist customers through the commercial teller window Regular and predictable attendance and punctuality Other duties as assigned Physical Requirements: Required to stand or walk for extended periods of time dependent upon branch location Schedules are prepared based on business need and subject to change at any time. Operate a computer and other office machinery Ability to lift up to 50 lbs FNBT is an equal opportunity employer.
05/01/2026
Full time
Job Description Provide prompt, efficient and friendly service to all customers Explore customer financial needs to recommend services and products Conduct business development visits to promote the bank s services and products Assist customers with banking/financial needs Remain knowledgeable about products, fees, policies and current offers to assist customers with product suggestions Cash handling and adherence to proper balancing procedures Accountable for the achievement of monthly targets as assigned Operate the cash vault according to established policy and procedures Balance the ATM and coin machine Assist customers through the commercial teller window Regular and predictable attendance and punctuality Other duties as assigned Physical Requirements: Required to stand or walk for extended periods of time dependent upon branch location Schedules are prepared based on business need and subject to change at any time. Operate a computer and other office machinery Ability to lift up to 50 lbs FNBT is an equal opportunity employer.
It's a great time to join AAA The Auto Club Group! JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Hourly Job Description: Why Choose a Career with the AAA The Auto Club Group (ACG) Established brand that has been around for over 100 years. Our members know and trust us! Branch Offices house travel, membership, insurance sales and support employees You will be challenged to drive new business with competitive products and help retain The Auto Club Group's 14+ million members. Excellent Opportunities to Build a Career Path: The Branch Customer Service Representative can be the start of a long-term career with The Auto Club Group. Your position could lead to a rewarding career and opportunities to grow and pursue other ACG roles such as: Other Branch positions - Field Insurance Sales Agent, Travel Agent or Other Departments such as: Call Centers (ERS, Sales and Service, etc.) Automotive Services Claims Underwriting and more A DAY IN THE LIFE of a Branch Customer Service Representative The Auto Club Group is seeking prospective Branch Customer Service Representatives who can promote ACG products and services, promote customer satisfaction, and participate in office events to help generate revenue by improving member awareness of products. As the face of our branch, you will greet our customers and provide peace of mind by servicing their needs. Provide sales and support services to members including greeting, servicing, and selling membership, travel products (car, hotel, basic tour packages, etc.) and (some) banking products. Generate leads, update members on travel and insurance specials, and provide travel information Respond to customer inquiries and refer to senior staff or agent when appropriate Provide cashiering services to members which includes taking and processing payments for insurance policies (installment, lapse or reinstatement), travel and sale of tickets, and travel money products, processing remittance/depository transfers and balancing cash drawer Receive and resolve member/customer complaints and seek assistance from management in complaint resolution when appropriate Provide administrative support to the travel and/or insurance sales staff during peak periods Conduct outbound promotional calls for insurance and/or travel products Other duties as assigned HOW WE REWARD OUR EMPLOYEES Our Auto Club Group Branch Customer Service Representatives earn a competitive hourly wage of $19.00 - $21.50, based on experience, with additional incentives and an annual bonus potential based on performance. ACG offers excellent and comprehensive benefits packages: Medical, dental and vision benefits 401k Match Paid parental leave and adoption assistance Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays Paid volunteer day annually Tuition assistance program, professional certification reimbursement program and other professional development opportunities AAA Membership Discounts, perks, and rewards and much more WE ARE LOOKING FOR CANDIDATES WHO Required Qualifications: Education: High School Diploma or equivalent Work Experience: Working in a customer focused environment Providing customer focused service and timely solutions to problems Microsoft Office applications Taking personal responsibility in seeking solutions to problems Multi-tasking and appropriately prioritizing tasks to ensure meeting office customer service goals Successful candidates will possess: Passion and enthusiasm for working with people Basic mathematical calculations to accurately perform monetary transactions Communicate effectively (verbal and written) with others in a work environment Work effectively in a team environment Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility Work under pressure in a high volume, fast paced customer service environment Work irregular hours including holidays and weekends (may include community events) Work Environment This is an in-office position. Employees will service ACG members in-person and are based on site in an ACG branch facility. Revised 4/26 Who We Are Become a part of something bigger. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other. We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger. To learn more about AAA The Auto Club Group visit Important Note: ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level. The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements. The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
05/01/2026
Full time
It's a great time to join AAA The Auto Club Group! JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Hourly Job Description: Why Choose a Career with the AAA The Auto Club Group (ACG) Established brand that has been around for over 100 years. Our members know and trust us! Branch Offices house travel, membership, insurance sales and support employees You will be challenged to drive new business with competitive products and help retain The Auto Club Group's 14+ million members. Excellent Opportunities to Build a Career Path: The Branch Customer Service Representative can be the start of a long-term career with The Auto Club Group. Your position could lead to a rewarding career and opportunities to grow and pursue other ACG roles such as: Other Branch positions - Field Insurance Sales Agent, Travel Agent or Other Departments such as: Call Centers (ERS, Sales and Service, etc.) Automotive Services Claims Underwriting and more A DAY IN THE LIFE of a Branch Customer Service Representative The Auto Club Group is seeking prospective Branch Customer Service Representatives who can promote ACG products and services, promote customer satisfaction, and participate in office events to help generate revenue by improving member awareness of products. As the face of our branch, you will greet our customers and provide peace of mind by servicing their needs. Provide sales and support services to members including greeting, servicing, and selling membership, travel products (car, hotel, basic tour packages, etc.) and (some) banking products. Generate leads, update members on travel and insurance specials, and provide travel information Respond to customer inquiries and refer to senior staff or agent when appropriate Provide cashiering services to members which includes taking and processing payments for insurance policies (installment, lapse or reinstatement), travel and sale of tickets, and travel money products, processing remittance/depository transfers and balancing cash drawer Receive and resolve member/customer complaints and seek assistance from management in complaint resolution when appropriate Provide administrative support to the travel and/or insurance sales staff during peak periods Conduct outbound promotional calls for insurance and/or travel products Other duties as assigned HOW WE REWARD OUR EMPLOYEES Our Auto Club Group Branch Customer Service Representatives earn a competitive hourly wage of $19.00 - $21.50, based on experience, with additional incentives and an annual bonus potential based on performance. ACG offers excellent and comprehensive benefits packages: Medical, dental and vision benefits 401k Match Paid parental leave and adoption assistance Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays Paid volunteer day annually Tuition assistance program, professional certification reimbursement program and other professional development opportunities AAA Membership Discounts, perks, and rewards and much more WE ARE LOOKING FOR CANDIDATES WHO Required Qualifications: Education: High School Diploma or equivalent Work Experience: Working in a customer focused environment Providing customer focused service and timely solutions to problems Microsoft Office applications Taking personal responsibility in seeking solutions to problems Multi-tasking and appropriately prioritizing tasks to ensure meeting office customer service goals Successful candidates will possess: Passion and enthusiasm for working with people Basic mathematical calculations to accurately perform monetary transactions Communicate effectively (verbal and written) with others in a work environment Work effectively in a team environment Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility Work under pressure in a high volume, fast paced customer service environment Work irregular hours including holidays and weekends (may include community events) Work Environment This is an in-office position. Employees will service ACG members in-person and are based on site in an ACG branch facility. Revised 4/26 Who We Are Become a part of something bigger. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other. We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger. To learn more about AAA The Auto Club Group visit Important Note: ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level. The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements. The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
It's a great time to join AAA The Auto Club Group! JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Hourly Job Description: Why Choose a Career with the AAA The Auto Club Group (ACG) Established brand that has been around for over 100 years. Our members know and trust us! Branch Offices house travel, membership, insurance sales and support employees You will be challenged to drive new business with competitive products and help retain The Auto Club Group's 14+ million members. Excellent Opportunities to Build a Career Path: The Branch Customer Service Representative can be the start of a long-term career with The Auto Club Group. Your position could lead to a rewarding career and opportunities to grow and pursue other ACG roles such as: Other Branch positions - Field Insurance Sales Agent, Travel Agent or Other Departments such as: Call Centers (ERS, Sales and Service, etc.) Automotive Services Claims Underwriting and more A DAY IN THE LIFE of a Branch Customer Service Representative The Auto Club Group is seeking prospective Branch Customer Service Representatives who can promote ACG products and services, promote customer satisfaction, and participate in office events to help generate revenue by improving member awareness of products. As the face of our branch, you will greet our customers and provide peace of mind by servicing their needs. Provide sales and support services to members including greeting, servicing, and selling membership, travel products (car, hotel, basic tour packages, etc.) and (some) banking products. Generate leads, update members on travel and insurance specials, and provide travel information Respond to customer inquiries and refer to senior staff or agent when appropriate Provide cashiering services to members which includes taking and processing payments for insurance policies (installment, lapse or reinstatement), travel and sale of tickets, and travel money products, processing remittance/depository transfers and balancing cash drawer Receive and resolve member/customer complaints and seek assistance from management in complaint resolution when appropriate Provide administrative support to the travel and/or insurance sales staff during peak periods Conduct outbound promotional calls for insurance and/or travel products Other duties as assigned HOW WE REWARD OUR EMPLOYEES Our Auto Club Group Branch Customer Service Representatives earn a competitive hourly wage of $19.00 - $21.50, based on experience, with additional incentives and an annual bonus potential based on performance. ACG offers excellent and comprehensive benefits packages: Medical, dental and vision benefits 401k Match Paid parental leave and adoption assistance Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays Paid Volunteer Day annually Tuition assistance program, professional certification reimbursement program and other professional development opportunities AAA Membership Discounts, perks, and rewards and much more WE ARE LOOKING FOR CANDIDATES WHO Required Qualifications: Education: High School Diploma or equivalent Work Experience: Working in a customer focused environment Providing customer focused service and timely solutions to problems Microsoft Office applications Taking personal responsibility in seeking solutions to problems Multi-tasking and appropriately prioritizing tasks to ensure meeting office customer service goals Successful candidates will possess: Passion and enthusiasm for working with people Basic mathematical calculations to accurately perform monetary transactions Communicate effectively (verbal and written) with others in a work environment Work effectively in a team environment Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility Work under pressure in a high volume, fast paced customer service environment Work irregular hours including holidays and weekends (may include community events) Work Environment This is an in-office position. Employees will service ACG members in-person and are based on site in an ACG branch facility. Who We Are Become a part of something bigger. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other. We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger. To learn more about AAA The Auto Club Group visit Important Note: ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level. The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements. The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
05/01/2026
Full time
It's a great time to join AAA The Auto Club Group! JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Hourly Job Description: Why Choose a Career with the AAA The Auto Club Group (ACG) Established brand that has been around for over 100 years. Our members know and trust us! Branch Offices house travel, membership, insurance sales and support employees You will be challenged to drive new business with competitive products and help retain The Auto Club Group's 14+ million members. Excellent Opportunities to Build a Career Path: The Branch Customer Service Representative can be the start of a long-term career with The Auto Club Group. Your position could lead to a rewarding career and opportunities to grow and pursue other ACG roles such as: Other Branch positions - Field Insurance Sales Agent, Travel Agent or Other Departments such as: Call Centers (ERS, Sales and Service, etc.) Automotive Services Claims Underwriting and more A DAY IN THE LIFE of a Branch Customer Service Representative The Auto Club Group is seeking prospective Branch Customer Service Representatives who can promote ACG products and services, promote customer satisfaction, and participate in office events to help generate revenue by improving member awareness of products. As the face of our branch, you will greet our customers and provide peace of mind by servicing their needs. Provide sales and support services to members including greeting, servicing, and selling membership, travel products (car, hotel, basic tour packages, etc.) and (some) banking products. Generate leads, update members on travel and insurance specials, and provide travel information Respond to customer inquiries and refer to senior staff or agent when appropriate Provide cashiering services to members which includes taking and processing payments for insurance policies (installment, lapse or reinstatement), travel and sale of tickets, and travel money products, processing remittance/depository transfers and balancing cash drawer Receive and resolve member/customer complaints and seek assistance from management in complaint resolution when appropriate Provide administrative support to the travel and/or insurance sales staff during peak periods Conduct outbound promotional calls for insurance and/or travel products Other duties as assigned HOW WE REWARD OUR EMPLOYEES Our Auto Club Group Branch Customer Service Representatives earn a competitive hourly wage of $19.00 - $21.50, based on experience, with additional incentives and an annual bonus potential based on performance. ACG offers excellent and comprehensive benefits packages: Medical, dental and vision benefits 401k Match Paid parental leave and adoption assistance Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays Paid Volunteer Day annually Tuition assistance program, professional certification reimbursement program and other professional development opportunities AAA Membership Discounts, perks, and rewards and much more WE ARE LOOKING FOR CANDIDATES WHO Required Qualifications: Education: High School Diploma or equivalent Work Experience: Working in a customer focused environment Providing customer focused service and timely solutions to problems Microsoft Office applications Taking personal responsibility in seeking solutions to problems Multi-tasking and appropriately prioritizing tasks to ensure meeting office customer service goals Successful candidates will possess: Passion and enthusiasm for working with people Basic mathematical calculations to accurately perform monetary transactions Communicate effectively (verbal and written) with others in a work environment Work effectively in a team environment Exceed member expectations relating to professionalism of demeanor, efficient and effective customer service (on phone or in person) and maintenance of workstation and office facility Work under pressure in a high volume, fast paced customer service environment Work irregular hours including holidays and weekends (may include community events) Work Environment This is an in-office position. Employees will service ACG members in-person and are based on site in an ACG branch facility. Who We Are Become a part of something bigger. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other. We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger. To learn more about AAA The Auto Club Group visit Important Note: ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level. The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements. The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
Santander Holdings USA Inc
New York City, New York
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: Role Description: Structuring, pricing, and execution of trade receivables monetization transactions for Corporate and Investment Banking clients of Santander US. Act as advisor, consultant, and first point of contact for clients exploring methods to optimize their working capital through receivables solutions to meet their financing needs. Engage in the legal documentation negotiation of new and existing transactions in the receivable portfolio. Lead the internal approval process with the risk, middle office and other support areas. Engage with bankers, other products and areas to support the prospecting of new business origination and maintenance of existing book of transactions. Key responsibilities: Contribute to the development of the Santander's CIB receivable monetization capabilities. Grow business through developing new relationships and by maintaining and enhancing existing revenue streams. Coordinate stakeholders both internal (CDD, Compliance, Risks, Legal, IT, Compliance, Operations, etc.) and external (Legal firms, Insurers, brokers, etc.) to provide a best-in-class service and seamless end to end execution including client onboarding and due diligences process. Ensure understanding of the Bank's operating practices and governance and ensure these are followed in line with the guidelines. Provide pricing / market intelligence to transactions, ensuring deal profitability is in line with the Bank's capital models and presenting the transactions to the relevant committees, where applicable. Perform first line of defense role for the bank across all risks: Financial / Credit, Legal, Reputational, Regulatory, Compliance, etc. Reporting to senior management regarding the progress of the commercial agenda. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required Knowledge, Experience and Qualifications: Expertise with receivables monetization structures such as factoring, repos, and securitization, and the corresponding S&P methodologies. Experience with the legal execution and design of receivables purchase agreements and/or other legal documentation; to facilitate the sale, perfection, or financing of receivables and/or other assets. Understanding of the Uniform Commercial Code in the US and legal perfection in a variety of geographies. Familiarity with both EU and US banking regulation, particularly as it relates to corporate and securitization exposures and risk-weighted asset calculations. Knowledge of credit risk evaluation techniques for both corporates and securitizations. Significant financial statement and analysis knowledge (working capital cycle, cash flow forecasting, financial statement analysis, modelling etc.). Ability to explain IFRS and US-GAAP sale accounting. Basic understanding of common statistical concepts and modeling techniques such as normal distributions, monte carlo simulation, and linear regression. High motivation, proactivity, and accomplished business origination skills. 5+ years of experience in Structured Finance products or Receivable Finance with a minimum of 1 year in each. High level of presentation and organizational skills. Understanding the competitive market and the role of technology within Trade Finance. Capability to develop relationships inside the organization to collaborate across geographical boundaries. Bachelor's degree, or equivalent English language proficiency. Desirable, But not Required Knowledge of other trade finance products (Payables / ECA / Doc Trade / Inventory Finance). Knowledge of ERP systems such as SAP / Oracle / Sage. Additional languages (particularly Spanish). Previous exposure to operational Trade Finance support areas (Middle Office, Back Office, Legal, Risk). Experience in the syndication of trade finance assets to buy-side investors. Chartered Certified Financial Analyst. . Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $220,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
05/01/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: Role Description: Structuring, pricing, and execution of trade receivables monetization transactions for Corporate and Investment Banking clients of Santander US. Act as advisor, consultant, and first point of contact for clients exploring methods to optimize their working capital through receivables solutions to meet their financing needs. Engage in the legal documentation negotiation of new and existing transactions in the receivable portfolio. Lead the internal approval process with the risk, middle office and other support areas. Engage with bankers, other products and areas to support the prospecting of new business origination and maintenance of existing book of transactions. Key responsibilities: Contribute to the development of the Santander's CIB receivable monetization capabilities. Grow business through developing new relationships and by maintaining and enhancing existing revenue streams. Coordinate stakeholders both internal (CDD, Compliance, Risks, Legal, IT, Compliance, Operations, etc.) and external (Legal firms, Insurers, brokers, etc.) to provide a best-in-class service and seamless end to end execution including client onboarding and due diligences process. Ensure understanding of the Bank's operating practices and governance and ensure these are followed in line with the guidelines. Provide pricing / market intelligence to transactions, ensuring deal profitability is in line with the Bank's capital models and presenting the transactions to the relevant committees, where applicable. Perform first line of defense role for the bank across all risks: Financial / Credit, Legal, Reputational, Regulatory, Compliance, etc. Reporting to senior management regarding the progress of the commercial agenda. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required Knowledge, Experience and Qualifications: Expertise with receivables monetization structures such as factoring, repos, and securitization, and the corresponding S&P methodologies. Experience with the legal execution and design of receivables purchase agreements and/or other legal documentation; to facilitate the sale, perfection, or financing of receivables and/or other assets. Understanding of the Uniform Commercial Code in the US and legal perfection in a variety of geographies. Familiarity with both EU and US banking regulation, particularly as it relates to corporate and securitization exposures and risk-weighted asset calculations. Knowledge of credit risk evaluation techniques for both corporates and securitizations. Significant financial statement and analysis knowledge (working capital cycle, cash flow forecasting, financial statement analysis, modelling etc.). Ability to explain IFRS and US-GAAP sale accounting. Basic understanding of common statistical concepts and modeling techniques such as normal distributions, monte carlo simulation, and linear regression. High motivation, proactivity, and accomplished business origination skills. 5+ years of experience in Structured Finance products or Receivable Finance with a minimum of 1 year in each. High level of presentation and organizational skills. Understanding the competitive market and the role of technology within Trade Finance. Capability to develop relationships inside the organization to collaborate across geographical boundaries. Bachelor's degree, or equivalent English language proficiency. Desirable, But not Required Knowledge of other trade finance products (Payables / ECA / Doc Trade / Inventory Finance). Knowledge of ERP systems such as SAP / Oracle / Sage. Additional languages (particularly Spanish). Previous exposure to operational Trade Finance support areas (Middle Office, Back Office, Legal, Risk). Experience in the syndication of trade finance assets to buy-side investors. Chartered Certified Financial Analyst. . Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $220,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
Santander Holdings USA Inc
Edgartown, Massachusetts
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Branch Operations Manager, you ensure the branch operates efficiently and securely while delivering exceptional customer experiences and fostering team member growth. You oversee risk controls by ensuring compliance with policies, procedures, and regulatory requirements, minimizing operational risks tied to cash handling and transactions. This role includes enhancing the customer experience by ensuring smooth transaction processing, resolving issues promptly, lobby management and creating a welcoming environment. You serve as a trusted expert, providing clarity on policies, guidance on execution and assistance with escalations. Assist customers with various transactions, including deposits, withdrawals and payments. Oversee operational risk control measures to safeguard branch assets, including Vault and ATM custodianship. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Effective lobby management to optimize customer flow and engagement. Resolve customer issues promptly and effectively. Build and maintain strong relationships with customers to elevate their banking experience and foster loyalty. Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. Conduct cash counts and maintain accurate audit logs. Support the teller line, use coaching tools, and provide feedback to ensure efficient and accurate transactions. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Utilize data-driven decision-making to improve branch performance and operational efficiency. Assist colleagues in achieving their developmental goals and career aspirations. Responsibilities may extend to supporting nearby branch locations based on business necessity or as required based on branch designation. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma, GED: or equivalent education - Required. 3+ Years Demonstrated successful experience in branch banking or a related operations/support function - Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Branch Operations Manager role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 18+ Months Cash handling experience - Required. (AND) 18+ Months Customer service experience within a high volume, fast paced and constantly changing environment. - Required. Proficient in cash handling and maintaining audit logs. Excellent customer service skills and a passion for helping others. Proven ability to build relationships and enhance customer experience. Strong problem-solving skills with a proactive approach to issue resolution. Proficient in using digital tools and technology to enhance customer engagement. Ability to make data-driven decisions to improve operational outcomes. Strong knowledge of company policy, compliance regulations, risk management and loss prevention. Ability to work in a fast-paced environment and manage multiple priorities. Excellent communication, consultative and influence skills both verbal and written. Self-motivated to succeed in a goal driven environment. Ability to interact with integrity and professionalism with customers and employees. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $38,250.00 USD Maximum: $64,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
05/01/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Branch Operations Manager, you ensure the branch operates efficiently and securely while delivering exceptional customer experiences and fostering team member growth. You oversee risk controls by ensuring compliance with policies, procedures, and regulatory requirements, minimizing operational risks tied to cash handling and transactions. This role includes enhancing the customer experience by ensuring smooth transaction processing, resolving issues promptly, lobby management and creating a welcoming environment. You serve as a trusted expert, providing clarity on policies, guidance on execution and assistance with escalations. Assist customers with various transactions, including deposits, withdrawals and payments. Oversee operational risk control measures to safeguard branch assets, including Vault and ATM custodianship. Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. Effective lobby management to optimize customer flow and engagement. Resolve customer issues promptly and effectively. Build and maintain strong relationships with customers to elevate their banking experience and foster loyalty. Engage customers through digital platforms to enhance customer interactions and educate them on self-service options. Conduct cash counts and maintain accurate audit logs. Support the teller line, use coaching tools, and provide feedback to ensure efficient and accurate transactions. Communicate clearly and effectively with customers in person, over the phone, or through digital channels. Utilize data-driven decision-making to improve branch performance and operational efficiency. Assist colleagues in achieving their developmental goals and career aspirations. Responsibilities may extend to supporting nearby branch locations based on business necessity or as required based on branch designation. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma, GED: or equivalent education - Required. 3+ Years Demonstrated successful experience in branch banking or a related operations/support function - Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Branch Operations Manager role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 18+ Months Cash handling experience - Required. (AND) 18+ Months Customer service experience within a high volume, fast paced and constantly changing environment. - Required. Proficient in cash handling and maintaining audit logs. Excellent customer service skills and a passion for helping others. Proven ability to build relationships and enhance customer experience. Strong problem-solving skills with a proactive approach to issue resolution. Proficient in using digital tools and technology to enhance customer engagement. Ability to make data-driven decisions to improve operational outcomes. Strong knowledge of company policy, compliance regulations, risk management and loss prevention. Ability to work in a fast-paced environment and manage multiple priorities. Excellent communication, consultative and influence skills both verbal and written. Self-motivated to succeed in a goal driven environment. Ability to interact with integrity and professionalism with customers and employees. Computer proficiency and basic math skills. Ability to work branch hours, which can include weekends and evenings. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $38,250.00 USD Maximum: $64,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
04/30/2026
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
04/30/2026
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
04/30/2026
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
04/30/2026
Full time
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses
