Non-QM Client Services Representative
Redwood Trust Inc. Job In Englewood, CO
The position requires experience in a mortgage role involving, loan processing, loan purchases or other functions with solid mortgage product and data knowledge. Strong attention to detail and process, clear communication skills, and outstanding client service support are key factors. The successful candidate will have a high level of interaction with internal parties (Underwriting, Lock Desk, Funding, IT) and external parties (loan originators, custodians, servicers, and other 3rd party service providers).
Responsibilities & Duties
Daily point of contact may include interaction with loan originators, secondary marketing, underwriting, loan delivery, and IT departments
Full understanding of operational policies, with the ability to convey requirements clearly and concisely to clients and manage changes as applicable
Manage and answer product questions and escalate complex product/underwriting issues to appropriate parties
Coordinate with Underwriting and Lock Desk to process underwriting and product exception requests
Coordinate with Appraisal and Due Diligence vendors to process appraisal review requests to meet service level agreements
Ensure the flow of accurate and timely loan data; quickly diagnose issues and inconsistencies for mortgage loan data
Facilitate the delivery of data, loan files, and collateral files to vendors supporting the loan purchase process
Provide process improvement requirements to the internal technical team in support of constant improvement in conduit work systems
Condition and pipeline management follow-up for both credit and collateral documents
Manage time and activities to agreed-upon service level turn times and quality metrics
Provide analytics and documentation to support asset acquisition and investment decisions.
Create and distribute various lock and operational reports
Required Education, Experience, & Skills
3+ years of recent mortgage industry experience
3+ years recent conforming non-QM processing experience to include bank statement and alternative income documentation review
Analytical thinking ability, diplomacy and professionalism
Strong interpersonal and communication skills, both written and oral
Technologically savvy, with the ability to work in varied systems, Proficiency with Excel & Word
Experience with loan origination systems, document management, or other mortgage-related processing systems
Must be able to handle multiple tasks and manage workload independently
Must be organized, detailed-oriented, and maintain reliable follow-through
A reasonable estimate of the base compensation range for this role is $55K - $90k annually. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. Our company also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.
Redwood Trust, Inc. (NYSE: RWT), together with its subsidiaries, is a specialty finance company focused on investing in mortgage related assets, and engaging in residential and commercial mortgage banking activities. Our employees are a team of disciplined, dedicated and talented professionals who do what it takes to make the Company a leader in innovation and reputation. We value everyone's contribution, actively soliciting feedback at all levels within the organization. Work gets done in a non-hierarchical, hard-working and fun environment. For more information about our Company, please look up the Redwood Review, published quarterly, available on our website, *********************
Servicing Oversight Analyst
Redwood Trust, Inc. Job In Englewood, CO
The Servicing Oversight Analyst is responsible for ensuring that all loan administration and default administration functions performed by servicers and sub-servicers meet contractual obligations, investor guidelines, regulatory and legal requirements, and accepted servicing practices. The Servicing Oversight Analyst has an elevated level of interaction with internal and external parties including sub-servicers, servicers, and vendors. In addition to servicing oversight, the role is responsible for managing and overseeing the Mortgage Electronic Registration System (MERS) for the organization. This involves ensuring compliance with MERS requirements, maintaining accurate records, and facilitating the transfer of mortgage loans within the MERS system. The incumbent will possess a broad knowledge of collections, loss mitigation, foreclosure, bankruptcy, REO, and can direct servicing activities related to loss mitigation and foreclosure timelines.
Responsibilities & Duties
* Support the company's servicing oversight program in evaluating servicing policies, procedures, and process
* Partner with servicers on operational changes based on legal requirements or areas of improvement identified in performing servicing oversight
* Review and analyze servicer reports
* Perform testing to ensure mortgage loans are serviced in accordance with regulatory and investor requirements
* Review servicing documentation and prepare loan level forensic analyses
* Review and decision non-delegated loss mitigation, foreclosure, and REO activities
* Respond to emails, phone calls, QWR's, and Presidential complaints
* Analyze and evaluate industry, regulatory, and performance trends
* Prepare monthly, quarterly, and ad-hoc reports
* Assist with the development and implementation of systems
* Develop and maintain policy and procedures
* Research and respond to inquiries from vendors, and stakeholders
* Facilitate and participate in monthly calls and periodic on-site reviews with servicers to discuss oversight activities, performance, and trends
* Register new mortgage loans and facilitate the transfer of existing loans within the MERS system.
* Ensure all MERS-related activities comply with regulatory requirements and internal policies.
* Maintain accurate and up-to-date records of all MERS transactions and activities.
* Generate and submit required reports to MERS and other regulatory bodies as needed.
* Assist with internal and external audits related to MERS activities.
* Provide training and support to staff on MERS-related processes and procedures.
* Identify and resolve any issues or discrepancies related to MERS transactions.
Required Education, Experience, & Skills
* High school diploma or equivalent
* 5+ years of mortgage servicing operations experience with emphasis on mortgage servicing oversight or quality control
* Broad understanding of mortgage servicing legal requirements, including federal, state, and agency guidelines
* Working knowledge of industry standard mortgage servicing systems, such as LPS, LSAMS, Fiserv, preferred
* Prior experience in servicing Jumbo prime, conforming, and securitizations
* Excellent written and oral communication skills
* Proficient in Microsoft Office applications, including Excel and Access
* Ability to work in varied systems
* Proven ability to multi-task, work independently, and working effectively with business partners
* Detail oriented with excellent organizational skills
* Demonstrated problem solving and decision-making skills
A reasonable estimate of the base compensation range for this role is $65,000 - $83,000 annually. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. Our company also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.
At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
VP & Senior Trust Officer
Remote or North Hampton, NH Job
Cetera Trust Company (CTC) is an affiliate of Cetera Financial Group, a premier wealth advisory organization specializing in providing financial services. A key component of this role is developing strong working relationships with the financial professionals who partner with Cetera Trust to service their mutual clients and stakeholders.
The Senior Trust Officer (STO) fulfills the administrative duties and responsibilities for assigned accounts while delivering professional, personalized service. Additionally, the Senior Trust Officer is responsible for managing relationships with clients, beneficiaries, financial advisors, centers of influence, and other Cetera associates.
Success is defined primarily through maintaining the highest levels of client service and competent trust administration according to the trust documents, best practices, and applicable laws and regulations. There is also a principal focus on client acquisition, retention, and growing the overall business, where the Senior Trust Officer will spend a portion of their time educating and training Cetera advisors on the advantages of working with Cetera Trust, using a directed trust model.
This is a Remote position, however, candidates must be located near the office of North Hampton, New Hampshire to come into the office from time to time.
Core Responsibilities:
Develop and strengthen personalized, professional relationships with CTC clients and financial advisors.
Administer trust accounts according to trust documents and relevant state and federal law, including the management of distributions, annual reviews and general oversight of the trust broadly.
Review and facilitate new business development. Obtain information necessary to analyze factors to establish accounts, request due diligence of assets, and be familiar with the authorized parties to make a recommendation for account acceptance.
Participate in new client or financial advisor meetings during the new business process.
Onboard new accounts by establishing personal relationships, performing initial account reviews, and proposals.
Work closely with the CTC new business development team on individual cases and broader product strategies.
Deliver excellent client experiences in partnership with the client advisor, trust administration, new business, operations, and compliance teams.
Oversee activities of tax accounting regarding individual and fiduciary tax planning and tax return preparation.
Participate in the development and launch of new products and platforms such as a Directed Trust option.
Required Knowledge, Skills, and Abilities:
Demonstrated working knowledge of applicable trust administrative policies and procedures
Strong organizational skills, attention to detail, and analytical abilities.
Effective problem-solving and decision-making abilities while working independently and as part of a team.
Strong communication skills, to effectively educate others on the role of a trustee, and how a Directed Trust model works with external advisors.
Good working knowledge on being able to identify the positive and negative attributes of a trust and the resultant responsibilities of the trustee.
Experienced in the Microsoft Suite of applications: Excel, Word, Outlook, SharePoint, and Access.
Knowledge of trust reporting software such as SEI SWP, SAP Business Objects, other trust accounting systems, and trading platforms.
Excellent customer service skills to maintain positive client and inter-department relationships.
Ability to recognize and troubleshoot problematic trustee/beneficiary relationships, with the ability to address issues proactively
Serve as a mentor and educator for other trust officers within CTC
Minimum Required Education & Experience:
Bachelor's degree or CTFA designation
A minimum of 10 years of applicable and relevant experience in trust administration.
Demonstrated proficiency serving in a trust officer capacity and deep familiarity with applicable trust administration rules and regulations.
Travel Requirements: Up to (5%)
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note
: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Team Manager, Retirement Plan Implementation
Remote or Des Moines, IA Job
We are seeking a Team Manager to add to our growing Retirement Plan Implementation (Onboarding/Legal) TPA team. Cetera is very focused on the 401(k) space - as a result the Cetera TPA is happily experiencing outsized growth. You will help design, implement and maintain a best of class new plan Onboarding experience. At Cetera Retirement Plan Specialists (TPA), we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a dedicated team, then we believe that you will thrive in our organization.
This position will be hybrid, work from home and two days in your nearest Cetera office (Dallas (Coppell), TX; Des Moines, IA; El Segundo, CA; San Diego, CA; or Saint Paul, MN.)
What you will do:
Be a people leader for the Retirement Plan Consulting Onboarding/Legal teams.
Attend weekly management meetings with upper management and other supervisors.
Act as point of contact for escalation and problem solving for Team Managers, clients and advisors
Own all KPI/OKR Dashboard data points and reporting
Ensure smooth department coordination and optimization
Perform annual reviews and assistance department goal setting and Participant Metrics
Oversee aspects of client/advisor experience, proposal generation, Onboarding automation, and plan design.
What you will have:
Previous people leader experience in a management capacity
Solid understanding ERISA Compliance
Prior experience with Retirement and Onboarding
2+ years of experience working with a TPA
Compensation:
The base annual salary range for this role is $90,000 to $120,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
EUC Operations Lead
Remote or Stamford, CT Job
Shape Your Future With Us General Re Corporation, a subsidiary of Berkshire Hathaway Inc., is a holding company for global reinsurance and related operations, with more than 2,000 employees worldwide. It owns General Reinsurance Corporation and General Reinsurance AG, which conducts business as Gen Re.
Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a network of 38 offices, we have earned superior financial strength ratings from each of the major rating agencies.
Gen Re currently offers an excellent opportunity for an EUC Operations Lead to an appropriately qualified individual within the Global IT Services. This role may be performed remotely within the United States.
Role Description
We are looking for a talented and motivated EUC Operations Lead to join our team. We are looking for someone who has good knowledge on modern device management technologies like Intune, Autopilot and Windows cloud PCs.
Responsibilities:
* Collaborate with stakeholders to identify the vision and roadmap for end-user technologies.
* Craft and refine the overall EUC design and architecture, ensuring seamless integration and alignment with our cloud-native approach.
* Manage EUC aspects across the organization's data systems, including data governance, data mastering, and metadata management.
* Foster relationships and work closely with cybersecurity and other teams across enterprise to ensure alignment with all mandates and requirements.
* Lead the design and implementation of scalable, cost-effective enterprise data solutions that are flexible and future-proof.
* Proactively anticipate technological advancements and effectively communicate potential impacts and requirements to leadership and cross-functional teams.
* Gain a deep understanding of the current organizational-wide architecture to identify areas for enhancement.
* Determine key business drivers and necessary technological capabilities to achieve an optimal EUC framework.
* Collaborate with partner teams to articulate use cases, objectives, and architectural designs that support business goals.
Role Qualifications and Experience
* At least 7 years of technical experience in the IT field, specifically related to the technologies and responsibilities of this position.
* Experience collaborating with the technical project teams and business partners to collect, clarify, and translate technical details into practical, informative messages and forward directions
Skills:
* Strong Knowledge on GPO, Windows Update for Business
* Strong windows 11 troubleshooting knowledge
* Strong knowledge in Intune, Autopilot and MECM
* Understanding of wider IT concepts - networking, server, and storage etc
* SCCM Packaging knowledge
* Strong Knowledge on VDI technologies like Citrix, AVD and Windows cloud PC
* SCCM Task Sequence knowledge
* Excellent organizational, leadership, management, facilitation, and communications skills.
* Highly developed interpersonal and team leadership skills. Excellent negotiation, communication skills.
* Excellent analytical and decision-making skills
* Strong MDM platform knowledge
* Experience managing incidents and requests
* Be able to prioritize issues, pay attention to detail, use independent judgment and provide relevant information to assist in decision-making processes
* Experience in a fast-paced support environment
* Experience with incident ticket systems
* Experience in imbedding best practices into BAU work
Certifications:
* Microsoft 365 Certified: Endpoint Administrator Associate
* Citrix Certified Professional (CCP)
Salary Range
117,000.00 - 195,000.00 USD
The annual base salary range posted represents a broad range of salaries around the US and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Our Corporate Headquarters Address
General Reinsurance Corporation
400 Atlantic Street, 9th Floor
Stamford, CT 06901 (US)
At General Re Corporation, we celebrate diversity and are committed to creating an inclusive environment for all employees. It is the General Re Corporation's continuing policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability , marital status, liability for service in the armed forces, veterans' status, citizenship, sexual orientation, gender identity, or any other characteristic protected by applicable law. In addition, Gen Re provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.
Claims Indexing Supervisor
Remote or Omaha, NE Job
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.
POSITION SUMMARY
Working Indexing Supervisor who will monitor and complete day-to-day activities/tasks of a busy Shared Services Intake & Operations Office as related to identifying, triaging routing and filing incoming documents.
POSITION DESCRIPTION
* Supervises a team of 4+ Indexing and Mailroom Representatives.
* Regularly monitors work quality and productivity using key performance indicators (KPIs).
* Conducts annual performance reviews, supplemented by weekly coaching sessions with direct reports.
* Provides administrative support to the Claims Department.
* Manages the day-to-day activities of the Indexers including, but not limited to, preparation of daily reports for meeting SLAs, monitoring queue for backlog, doing tasks as necessary to keep team timely and focused.
* Create and maintain job aids and deliver training as needed to new and established staff.
* Primary responsibility for addressing document related escalations to include, but not limited to unidentified mail, rush requests, compliance related review/searches, and share file support.
* Other Administrative duties as assigned by Claims Intake & Operations AVP.
* Engages and Participates in the Arch Experience values and continuous improvement initiatives
* Works closely with other Omaha Office Leadership to harbor a culture of collaboration, integrity, inclusivity and positivity.
* This position will work 3 days from the Omaha office and work from home 2 days per week.
EDUCATION AND EXPERIENCE
* High School Graduate, college preferred
* Minimum of 3 years Insurance industry/claims experience required
* Experience in Commercial Lines Claims preferred
* Superior desk management, communication, organizational and customer service skills required; Leadership experience a plus
* Experience with Image Right highly preferred
* Strong analytical skills
* MS Office, WORD, EXCEL
* Must be detail oriented
#LI-SW1
#LI-HYBRID
Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team.
14400 Arch Insurance Group Inc.
Quality Assurance Analyst III
Remote or Chicago, IL Job
Role is Hybrid (2 days on-site) in our Chicago office.
The final round of the interview is going to be in person.
We cannot support 100% remote or out of IL state employment.
Where Futures Are Made - CME Group is the world's leading and most diverse derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small.
CME Group is looking for an ambitious Quality Assurance Analyst III who would like to work with the latest technologies in a dynamic and collaborative environment. You will be part of an agile development team that is responsible for designing, developing, and supporting CME Group's trade execution system, which is responsible for logic and messaging that helps run the world's economy. You will work with analysts, developers, and systems engineers to help create our next generation trade execution system. If you are an engineer who wants to be part of a team that works together to create a highly reliable, low-latency system, we'd like to connect with you.
Responsibilities:
- Create, define and execute automated tests for new features, performance improvements, bug fixes, and production changes
- Identify efficiencies while exploring innovative means of implementing new technology/processes
- Troubleshoot, escalate and triage all application issues
- Support and maintain application deployment to test environments
- Work with analysts to interpret high-level requirements, decomposing them into acceptance criteria and test cases
- Communicate with business teams to assist with functionality questions and concerns
- Create automated environment checkout scripts
Qualifications:
- BS or MS degree in Computer Science or equivalent
- Experience testing a distributed application
- Knowledge and experience of SDLC methodologies (Agile preferred)
- Ability to communicate effectively with technical and non-technical users
- Hands-on experience with test automation tools (Cucumber/JBehave/Fitness/JUnit)
- Working knowledge of Linux
- Experience with SQL and Relational databases
- Experience in Perl, Python, Ruby or other scripting languages preferred
- Experience with IntelliJ, Eclipse, GIT, Bamboo preferred
- Financial services industry experience preferred
- Experience with Jenkins, XLR.
#LI-Hybrid
#LI-DS
#dice
CME Group is committed to offering a competitive total rewards package for our employees that recognizes their contributions to the business and reflects our long-term investment in their future. The salary range for this role is $86,900-$144,900. Actual salary offered will be dependent on a wide array of factors including but not limited to: relevant experience, skills, education and comparison to internal employees (where relevant). Our compensation program also includes an annual target bonus opportunity for all employees, as well as the opportunity to become an owner in the company through our broad-based equity program. Through our Benefits program, we strive to offer flexibility, value and choice. From comprehensive health coverage, to a retirement package that includes both a 401(k) and an active Pension Plan, to highly competitive education reimbursement provisions, paid time off and a mental health benefit, CME Group offers a holistic Benefits package for our team and their dependents.
CME Group : Where Futures are Made
CME Group is the world's leading and most diverse derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career by shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more.
At CME Group, we embrace our employees' diverse experiences, cultures and skills, and work to ensure that everyone's perspectives are acknowledged and valued. As an equal opportunity employer, we recognize the importance of a diverse and inclusive workplace and consider all potential employees without regard to any protected characteristic.
Important Notice: Recruitment fraud is on the rise, with scammers using misleading promises of job offers and interviews to solicit money and personal information from job seekers. CME Group adheres to established procedures designed to maintain trust, confidence and security throughout our recruitment process. Learn more here.
Senior Audit Manager, Asset Management and Wealth Management
Remote or Chicago, IL Job
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Role/ Department: Senior Audit Manager, WM-AM/Audit Services
Senior Audit Manager is responsible for the execution of audit engagements, which includes planning, developing the project's scope, maintaining the budget and timeframes of the project to meet audit requirements, and ensuring department Standards are properly met. The role is responsible for their assigned staff's performance management process and recruiting and retention of staff for the audit team. The Senior Audit Manager provides input to improve operational efficiency and/or to enhance the design or operating effectiveness of the internal control environment. The role provides technical expertise and performs supervisor related work including training new employees or those with lesser experience, reviewing work of others, and providing regular feedback and coaching to employees.
The key responsibilities of the role include:
• Functions in various roles on audit engagements, including leading audits, staffing audits and providing consulting or oversight functions based on the needs of the team.
• Provides technical expertise to the Audit Team and uses sound audit practices.
• Maintains familiarization and technical expertise preferably in the Wealth Management and Asset Management businesses including organizational structure, personnel, activities and products, new product development, financial performance and risk and problem areas.
• Responsible for staying current on regulatory rules and changes within the industry.
• Interacts and partners with Senior and Executive Management to understand the risks within the business, business changes and other significant events that could significantly affect the business and/or the audit plan.
• Manages and performs special projects as assigned.
• Participates in meetings with business unit to discuss audit results.
• Communicates with partners at all levels, developing and presenting recommendations on operations and controls for the business unit.
• During audit engagements, assigns work to auditors, sets priorities and monitors activity. Conducts the performance management process for direct reports. Oversees the performance management process and ensures that Audit Managers are identifying training and development needs for their respective audit teams.
• Utilizes understanding of various Corporate units to ensure operations, services, and systems have proper audit controls in place (i.e., design of the control environment).
• Reviews audit work including work paper documentation, findings and recommendations and the final report to ensure appropriate adherence to the Corporation's/Department's Policies and Standards and ensuring work is performed within established timeframes.
• Evaluates corporate management, business processes, business controls and operating practices during audits and consulting/monitoring engagements.
• Applies analytical skills to review information and determine potential control weaknesses.
Skills/ Qualifications:
• 7- 12 years of internal auditing experience.
• Knowledge of auditing in the financial services industry and basic accounting principles and related work experience
• Professional certifications (e.g., CPA, CISA, CIA, ACA, ACCA) and/or an MBA along with demonstrated technical abilities in select areas (e.g., accounting, regulatory compliance, etc.) are preferred
• Strong analytical, leadership, and organizational skills are needed
• Strong report writing and work paper documentation skills
• College or University degree
The successful candidate will benefit from having:
Knowledge of Wealth Management and/or Asset Management businesses
Working Model: Hybrid (#LI-Hybrid)
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
Salary Range:
$90,820 - 154,280 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Senior Project Consultant, Audit Operations
Remote or Boston, MA Job
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Role/ Department: Senior Project Consultant/Audit Operations
The Audit Service Department's Professional Practices Group (PPG) is an independent function within the Northern Trust internal audit department that is responsible for overseeing audit operations (e.g., external reporting and Department-related requests, Departmental technology oversight, issue management, affiliate reporting, methodology, and other administrative activities as needed); executing special projects, maintenance of the audit universe, annual risk assessment and planning; internal metrics; and the Quality Assurance and Improvement Program (e.g., QA and training).
The Senior Project Consultant role within PPG will be responsible for supporting the Associate Director of Audit Operations in providing oversight/challenge of key activities, developing and implementing solutions for corporate and industry initiatives, and supporting the execution of other key initiatives/tasks, as needed. To accomplish these responsibilities, the candidate will need to develop and maintain a sound understanding of the financial services industry and internal audit practice. This knowledge will be demonstrated by effectively reviewing/challenging output from individual audit teams in areas such as audit universe coverage, audit universe/risk assessment documentation/rational support, and other areas to support the Department in managing its risks, providing high quality assurance capabilities, and supporting activities to achieve adherence with the new Institute of Internal Auditors (IIA) Standards (2024). The Senior Project Consultant will also play a significant role within PPG and the Department's initiatives, particularly in broader risk management initiatives and uplift required to achieve the new IIA Standards. This position will report to the PPG Associate Director, aligned to Global PPG.
The key responsibilities of the role include:
* Establishes and develops strong working relationships and open communication with members of PPG and the Audit Services department
* Works with individual audit teams and their responsibilities related to corporate risk management initiatives
* Plays a strong role driving PPG initiatives
* Drives required communications needed to ensure audit services is appropriately aware of new initiatives rolling out and department wide changes
* Reviews and challenges audit team coverage and project tagging
* Perform certain quality assurance activities over audit steps
* Works independently, ask questions, and facilitates discussions that reach decisions
* Proposes and drafts department wide communications on Department wide changes
Skills/Qualifications:
* A college or university degree required
* 10+ years of internal audit and/or Risk/Compliance experience with financial services organizations
* Excellent oral and written communication skills are required
* Excellent Excel and PowerPoint skills required
* Self-starter with an ability to self-motivate
* Strong analytical, organizational and problem solving skills with attention to detail
* Ability to react and respond on a timely basis
* Ability to adapt and react positively in a changing and dynamic work environment
* Ability to multi-task and work under pressure during peak periods
* Must be a team player
The successful candidate will benefit from having:
* Advanced degree
* Professional certifications (e.g., CPA, CISA, CIA, ACA, ACCA) are preferred
Working Model: Hybrid (#LI-Hybrid)
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
Salary Range:
$83,100 - 141,300 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Technology Risk Specialist
Remote or Chicago, IL Job
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
The Technology Risk Specialist is responsible for conducting and documenting audits throughout the Corporation. This role leads audit project teams, which includes providing oversight to the audit team and communicating results of the engagement to management. The Specialist provides technical information security expertise and training to auditors within the engagement audit team and works closely with Sr IT Audit Managers to confirm the scope of the audit and to devise an appropriate testing approach to be performed during the engagement.
Specific to this role, the Specialist is also responsible for leading validation efforts for enhanced and newly implemented controls for information technology, data and cyber security under the bank's transformation projects.
The key responsibilities of the role include:
Leadership and Management
• Establishes and develops strong working relationships and open communication with key stakeholders
• Provides training, coaching, and auditing expertise to the audit team
• Accountable for own assignments and holding others accountable for theirs including proactively managing expectations
Audit Methodology
• Identify technology and cyber risk and controls within processes
• Lead internal audit projects related to IT controls, information security / cyber, pre/post system implementation, IT governance, and operational areas; drive consistency of methodology
• Assists with the development of the audit budget and/or timeframe for how the audit will be completed based on the objective and risk of the areas covered within the engagement
• Finalizes planning documents and conducts first level review of planning documents as required
• Coordinates with other audit teams (business unit, regional, and specialist) to ensure evaluations of related areas occur timely and cover key areas within the audit
• Demonstrates professional skepticism and comfort with questioning how certain processes are being performed in order to facilitate making improvements
• Reviews the work papers of the audit team members ensuring that departmental standards have been met
• Communicates the audit status to business unit stakeholders and Audit Services management
• Drafts findings and recommendations for the purpose of status updates, memos, and audit reports
• Maintain technical competence by ongoing training, seeking development opportunities and applying new knowledge to daily work assignments
Skills/Qualifications:
• 8+ years of IT auditing and systems experience
• Experience leading teams
• Knowledge of audit procedures and technical security and control standards usually obtained through related work experience and a four year degree program is required to perform system audits
• Solid understanding of Information Technology and Cybersecurity controls
• Skills as needed to perform testing of design and operational effectiveness of application controls (e.g., Interface and Application Security Controls)
• Skills as needed to perform testing of design and operational effectiveness of information security and cyber security controls (e.g., Penetration Testing, SecOps, Security Information and Event Monitoring, Data Security)
• Knowledge of the operations, functions, and objectives of interfacing areas is required to properly audit operations, services, systems, workflow, and operational impact on other areas
• Ability to develop relationships with diverse groups and various levels of technology and non-technology personnel
• Flexibility, multi-tasking, creative thinking, good business judgment skills are required to meet strict deadlines and manage other projects.
• Must be a team player and able to work under pressure during peak periods
The successful candidate will benefit from having:
• Knowledge of systems software applications and databases common to the mainframe and distributed environments, such as UNIX, iSeries, and Windows
• Understanding of networks, routers, and firewalls is also a plus
• Understanding of newer technologies (e.g., Containers, Kubernetes, CI/CD) and cloud infrastructure (e.g., AWS, MS Azure)
• Certified Information System Audit (CISA) certification is preferred. Additional certifications such as Certified Information Systems Security Professional (CISSP), or other related certifications
****Please note that this role may require the successful candidate to travel to other NT locations as required
Working Model: Hybrid (#LI-Hybrid)
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.
Salary Range:
$108,965 - 185,155 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Mortgage Funding Manager
Redwood Trust, Inc. Job In Englewood, CO
The Mortgage Funding Manager will oversee all mortgage funding personnel and processes. This role will ensure timely and accurate disbursement of daily funds and ensure all policies and procedures are adhered to and kept current. This role requires strong leadership skills, diligence, and a deep understanding of mortgage funding practices. This role has a high level of interaction with internal and external parties.
Key Responsibilities:
* Manage the end-to-end mortgage funding process for flow and bulk transactions, ensuring all timelines are met and all daily reporting is communicated
* Ensures integrity of all custodial and downstream funding data
* Ensure compliance with all regulatory requirements and company policies
* Coordinate with internal teams, such as underwriting, servicing, treasury, Capital Markets, Client Service Representatives, Transactional, Legal and Compliance to ensure smooth and efficient funding operations
* Monitor and manage funding pipelines to meet deadlines, maintain defined turn times and ensure loans are moving through to purchase as expected
* Resolve any issues or discrepancies that arise during the funding process
* Analyze and interpret borrower payment histories; determine and apply curtailment amounts to loan balance
Required Education, Experience, & Skills
* 10+ years of mortgage industry experience
* 5+ years funding/closing experience
* 5+ years of management/leadership experience
* Experience with loan origination documentation
* Excellent organization, reporting and follow up skills
* Technologically savvy, with the ability to work in varied systems; Proficiency with Excel, loan origination systems, Outlook
* High diligence and effective critical thinking skills
* Excellent customer service skills
* Excellent oral and written communication skills
* Diplomatic and professional
* Ability to work collaboratively with cross-functional teams
* Excellent analytical and critical thinking skills
* Exceptional organizational skills
* Strong communication and people skills
* Strong knowledge of mortgage loan file documentation and custodial relationship
* Strong understanding of mortgage servicing processes
A reasonable estimate of the base compensation range for this role is $84k - 112k annually.. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.
Retirement Plan Administration Consultant
Remote or Dallas, TX Job
At Cetera Retirement Plan Specialists (TPA), we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a dedicated team, then we believe that you will thrive in our organization. We are currently seeking to add a Retirement Plan Consultant to our growing team. This position will be hybrid, work from home and from your nearest Cetera office in El Segundo, CA, San Diego, CA, Dallas, TX, St. Paul, MN, St. Cloud, MN or Des Moines, IA.
What you need to have:
At least 3 years of Defined Contribution Plan Administration experience
Cash Balance/Defined Benefit Plan Administration experience a plus (but not required)
Perform compliance work related to cross-testing and ADP/ACP testing for DC plans
Calculation of profit sharing contributions using new comparability allocation methods
Strong organizational skills, able to work independently in a fast paced environment to meet deadlines while maintaining attention to detail.
What you will do:
Maintain responsibility of client caseload management
Deliver testing results and year end packages to clients. Make sure any compliance corrections are completed timely and 5500s are signed and filed timely
Track data received/not received from clients and follow up accordingly
Consult with clients, advisors and other parties on plan related issues to develop long-term relationships.
Compensation:
The base annual salary range for this role is $85,000 to $95,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
Universal Banker
Remote or Chicago, IL Job
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Summary
The role supports banking clients and responds to client inquiries by phone and email. Executes client account servicing activities as requested by partners within appropriate time frames, including but not limited to assisting clients with banking and loan inquiries, updating client databases, updating client data and status reports, researching of client issues, and workflow distribution for the Banking Services Team.
Key Responsibilities
· Coordinates with Client Support Services Team (CSST) to execute daily client transaction activity and transaction processing; requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners
· Coordinates with the CSST on deposit related transaction processing including account opening, exception clearing, overdrafts, etc.
· Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up
· Documents services provided, specialized procedures and ongoing written communications with client as appropriate in managing daily activity
· Develops clear understanding of client needs behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions
· Primary focus will be assisting deposit relationship clients with banking needs
· Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures
· Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information
· Develops and maintains working knowledge of documentation required to monitor client relationships
· Is well versed in the compliance requirements for new accounts and relationships and reviews compliance reports for adherence to policy and procedures
· Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools
· Knowledgeable of the core aspects of the position, working towards becoming proficient in all areas required of the position
Knowledge/Skills
· 2-3+ years' experience preferred, or equivalent, in financial servicing/accounting fields with client servicing background; banking lobby or banking operations backgrounds preferred
· Knowledge of banking products and services is required.
· Knowledge of internal banking functions.
· Analytical, problem solving, and organizational skills required
Hybrid
We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working 3 days in the office and 2 days working from home.
Salary Range:
$55,800 - 89,400 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
People Operations Specialist
Redwood Trust Inc. Job In Englewood, CO
The People Operations Specialist is responsible for various people & payroll functions, including full employee life cycle administration: pre-employment, onboarding, offboarding, and maintaining employee records. This is a highly collaborative role supporting payroll processes and ensuring compliance with all applicable laws and regulations.
Responsibilities & Duties
Manage and maintain employee records, including I-9s, E-Verify and other employment-related documents, ensuring data accuracy.
Deliver employee onboarding/offboarding, including the preparation of paperwork, conducting orientation sessions and coordination with internal partners.
First point of contact for employees & managers for support regarding payroll and HR policies.
Manage employment related workflows (new hire, internal transfers, salary/status changes) and trailing processes, partnering with managers and other internal stakeholders.
Work directly with the VP, Payroll to prepare and process sensitive payroll data, ensuring accuracy and compliance with federal, state, and local regulations.
Collaborate with the People & Culture team to develop and implement policies and procedures.
Assist with the preparation of HR and payroll-related audits and reports.
Required Experience & Skills
Bachelor's degree in human resources, business administration, or a related field.
Minimum of 3 years of experience in Human Resources and Payroll Administration
Knowledge of general accounting, including account analysis and reconciliation skills
Detailed knowledge of relevant Federal/State/local requirements regarding payroll records, practices and deductions.
Working knowledge and experience in payroll software, HR information systems (HRIS) and Microsoft Office suite.
Excellent organizational and time management skills with the ability to work with ambiguity in a high-touch environment.
Experience working in a SOX compliant environment.
Strong attention to detail and accuracy with proficiency in Microsoft Excel.
Ability to handle sensitive and confidential information with discretion.
Strong communication and social skills.
Strategic problem-solving skills
Preferred Qualifications
Certification in payroll (e.g., Fundamentals of Payroll, FPC) or HR (e.g., SHRM-CP, PHR).
Experience with ADP Workforce Now or similar human capital management platforms.
A reasonable estimate of the base compensation range for this role is $75,000- $95,000 annually. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. Our company also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.
Workday Product Manager
Redwood Trust Inc. Job In Englewood, CO
As a Workday Product Manager, you will play a pivotal role in driving the success of our ongoing Workday implementation and optimization initiatives. You will be responsible for overseeing the technical aspects of the Workday platform, ensuring its alignment with business goals, and maximizing its functionality to meet the evolving needs of our organization. The Workday Product Manager will own the Workday enhancement and issue backlog in coordination with our business and technical teams for our current (Financials, Supplier Accounts, Banking, Business Assets) and future Workday modules.
Responsibilities & Duties
Workday Product Management:
Lead the end-to-end management of Workday products, from initial design and implementation to ongoing optimization.
Collaborate with cross-functional teams, including Accounting, Treasury, Technology Services, and other business units, to gather requirements and ensure the Workday platform aligns with organizational objectives.
Technical Expertise:
Leverage your deep understanding of Workday functionality, architecture, reporting, and integrations to guide technical decisions and enhancements.
Provide technical leadership and mentorship to the Technology Services team, ensuring best practices are followed.
Project Management:
Drive the execution of Workday projects, managing timelines, resources, and budgets effectively.
Monitor project progress, identify potential risks, and implement mitigation strategies to ensure successful delivery.
Stakeholder Collaboration:
Engage with key stakeholders to understand their business processes and requirements, translating them into actionable plans for the Workday platform.
Foster strong relationships with internal teams, external vendors, and other partners involved in Workday-related projects.
Continuous Improvement:
Stay informed of Workday updates, industry trends, and best practices to recommend and implement improvements.
Lead the evaluation and implementation of new Workday features and modules to enhance system capabilities.
Qualifications
Bachelor's degree in a relevant field; advanced degree preferred.
Minimum of 5 years of experience in Workday product management, with a focus on the technical aspects of the platform.
5 - 10 years of experience in a finance-related field, demonstrating a strong understanding of financial processes and systems.
Financial accounting experience is a plus, providing an additional layer of expertise in aligning Workday with financial business needs.
Proven experience in managing end-to-end Workday implementations and optimizations.
Strong understanding of Workday functionality, configuration, reporting, and integrations.
Excellent project management skills with the ability to prioritize and manage multiple work efforts.
Exceptional communication and interpersonal skills with a demonstrated ability to collaborate effectively with cross-functional teams.
Relevant Workday certifications are a plus.
A reasonable estimate of the base compensation range for this role is $120,000 - $149,000 annually. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. Our company also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.
At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Software Engineer III (Guidewire) - Hybrid (Raleigh or Jersey City)
Remote or Raleigh, NC Job
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.
JOB SUMMARY
The Guidewire Software Engineer III is responsible for collaborating with Agile Program Manager (APM), Digital Product Manager(DPM) and Business Analysts in translating requirements into technical design and solutions in Guidewire that are consistent and inline with the overall technical strategy of Arch, code and deployment efficiency, and engineering best practices.
The incumbent will be an experienced, dynamic, solution-focused professional who is technology savvy, and focused on Guidewire implementation including integrations and data that will realize business goals.
This position is designated as a hybrid role, requiring presence in our Raleigh or Jersey City office two days per week. The remaining workdays may be performed remotely. This can be subject to change based on business needs.
Essential RESPONSIBILITIES AND ACCOUNTABILITIES:
Acts as a Guidewire Insurance Suite Technical Expert.
Accountable to prepare solution design within guidewire cloud insurance suite including integrations with external applications with clear pros and cons
Ability to provide guidance to data team leveraging his GW data model knowledge
In-depth knowledge in coding standards, review process, branching and merging strategies, DevOps, and Guidewire best practices
Conduct peer code reviews to ensure base features are optimized in adherence to Guidewire best practices (for seamless upgrades) and Arch internal guidelines
Have an "enterprise perspective" and closely collaborate with fellow GW engineers and security personnel to ensure and influence cohesive/efficient solutions meet enterprise direction
Ensure all the compliance requirements are met from technical standpoint for GW platform
Recommend technical solutions to ensure the GW platform is performing optimally and is futureproofed from time to time
Drive tech debt reduction, application/platform security, and compliance awareness
Ensure technical/architecture documentation for the Guidewire suite for implementation is up to date and complete in compliance with enterprise standards
Liaison with tech leads and infra team to ensure the technical environment is made available for the team
JOB SPECIFICATIONS
Knowledge and Skills
Minimum 6 years of experience in Guidewire ClaimsCenter and/or PolicyCenter and/or BillingCenter.
Experience in more than two centers is a plus.
Expert knowledge of Guidewire Cloud Insurancesuite platform.
Minimum 5 years of experience commercial P&C insurance industry.
Knowledge and understanding of the Underwriting and Billing Workflows for US based P&C Insurance Carriers.
Understanding of product lifecycle development.
Strong Configuration AND Integration skills across policy, billing and claims centers.
Desired areas of technical/functional expertise include GOSU, PCF, XML, Product Model, GW data model, integrations not limiting to Ghostdraft, Imageright integration and OOTB.
Strong understanding of the Guidewire platform (UI, Data Model, Studio, etc.).
Strong JAVA, J2EE, JMS, JDBC OR C#, .NET experience.
Strong experience working knowledge of Agile methodologies.
Sound knowledge of modern software architectures, design patterns and development techniques.
Application including requirements analysis, functional decomposition, modeling, prototyping, functional design, estimating and testing.
Knowledge in at least one Software Configuration Management tool like SVN, CVS, etc.
Excellent problem solving and analytical skills.
Experience in resolving issues with Integration with other vendor products.
Experience in CI/CD, branching and merging strategies, DevOps, monitoring and logging.
Good Communication and consensus building skills.
Education & Experience:
Required knowledge & skills would typically be acquired through a Bachelor's Degree in business, computer science or related field (or equivalent in experience) with at least 5-7 years related experience.
#LI-Hybrid
#LI-ZP1
For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.
$90,000 - $160,000/year
Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.
Click here to learn more on available benefits.
Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team.
14400 Arch Insurance Group Inc.
Underwriting Assistant
Denver, CO Job
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.
Summary
Entry of all rating information for applications, quotes, change requests and renewals after underwriter has approved. All work processed according to Underwriting Assistant Associate authority level. The primary goal is to produce quality, technical assistance to our insureds, agents, co-workers and
to meet service standards.
Essential Functions
* Maintain familiarity with state insurance regulations, critical thinking as it pertains to perils and exposures of a risk, program underwriting guidelines and filings, and ISO rules for all states within the underwriting territory.
* Entry of rating while targeting premiums required for all lines of business.
* Rate renewal business 90-120 days prior to expiration date based on program guidelines.
* Prepare and rate new business submissions as directed by Underwriter.
* Prepare reports for underwriting including, but not limited to, coversheets, building valuations, flood zone determinations, specific rating and specific peril reports by location.
* Set up policies for issuance 30 days prior to effective date - including, but not limited to filing paperwork, selecting proper forms and making pre-bind changes if necessary.
Additional Responsibilities
* Provide support for other Underwriting Assistants including, but not limited to making sound rating decisions and being a back up to a fellow associates when they are out of the office.
* Complete additional consumer requests such as binders, premium breakdowns, and filing documents.
* Assist the Underwriter in building relationships and keeping open communications within the Underwriting Department, other departments within McNeil and Company, and occasionally any external customers.
* Assist the Underwriter in mentoring the Commercial Lines Policy Analyst.
* Other duties as assigned.
Knowledge, Skills, and Abilities
* High School diploma required. College Education & or General Insurance Classes preferred.
* Three years commercial lines insurance experience preferred.
* Strong analytical & interpersonal skills with attention to detail.
* Ability to work independently and carry out assignments to completion.
* Manage competing priorities and maintain required production levels.
* Organization and decision making skills needed.
* Comply with accepted underwriting practices and underwriting.
* Meet expectations for attendance and punctuality.
* Excellent oral and written communication skills.
* Computer experience in a windows-based environment required.
For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.
$60,000 - $65,000/year
* Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.
Click here to learn more on available benefits.
Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team.
20200 McNeil & Company, Inc.
Underwriter II
Denver, CO Job
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.
Summary: The Commercial Lines Underwriter II is responsible for managing a book of property/casualty business. This position nurtures agency relationships in order to enhance the customer service experience, while also maintaining underwriting discipline and program profitability.
Essential Functions:
* Analyze new and/or renewal business for program eligibility and price business in accordance with program rate and retention targets
* Adhere to Underwriter Authority Agreement
* Adhere to Service Standard Agreement
* Develop and maintain strong interpersonal relationships with internal and external customers through professional and efficient customer service
* Ability to work efficiently and effectively in one core McNeil Program
Additional Responsibilities:
* Gain understanding of ISO rules/rates, underwriting manuals and, underwriting guidelines
* Rating new and renewal business as needed
* Comply with state insurance regulations according to ODEN
* Analyze and approve requested policy changes/endorsements
* Work with Risk Management to assist insureds in improving operations and mitigating risk
* Process cancellations, non-renewals, reinstatements as needed
* Gain understanding of program specific product and coverages
* Provide support for other associates when necessary
* Gain familiarity with market conditions and competitor intelligence
* Gain familiarity of underwriting reports to ensure program profitability. This includes, but is not limited to, contract expiration reports, referral reports, loss experience reports, pricing reports and retention reports.
* Foster a team environment with among team members
* Assist with special projects as assigned
Knowledge, Skills, and Abilities:
* Bachelor's degree or equivalent education/experience preferred
* AINS or CISR designation a plus
* One to three years of underwriting or customer service experience with an insurance company preferred
* Excellent verbal and written communication skills
* Strong negotiation and interpersonal skills
* Strong analytical skills with attention to detail
* Solid time management and organizational skills
* Ability to prioritize and work independently
For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.
$70,000 - $90,000/year
* Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.
Click here to learn more on available benefits.
Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team.
20200 McNeil & Company, Inc.
Mortgage Servicing Intern
Redwood Trust, Inc. Job In Englewood, CO
Summer Internship Program for Undergraduate Students! College Students must be available for an in person full-time 10-week paid internship program June 2 - August 8, 2025. The Redwood Trust Summer Internship Program gives college students an opportunity to gain real-world experience in the dynamic industry of real estate investment. We are seeking interns in the areas of finance, mortgage banking, mortgage servicing, internal audit, technology, legal and human resources who are eager to learn and willing to take on new and challenging tasks. In return, we'll provide on-the-job and specialized training to help you hit the ground running. Working in a fast-paced, professional setting provides interns with invaluable experience, while applying the knowledge and skills learned in school in a business environment. The candidate will have the opportunity to learn how Redwood Trust operates and work with the best and brightest professionals in the business.
* Applicants must be available for a full-time 10-week paid internship program June 2 - August 8, 2025
* Interns will gain hands on project experience in a mortgage investment firm with a strong corporate culture
* Please note only individuals who are authorized to work in the United States without sponsorship will be considered
Responsibilities & Duties
* Participate in Internship Program activities and events
* Participate in share out with peers and program leaders throughout and at the end of the program
* Observe and learn mortgage practices, including an in depth understanding of our Residential Business and our Post-purchase operations
* Assess current processes for efficiencies and propose changes and improvements
Required Education, Experience, & Skills
* Applicants should be pursuing a degree in Accounting, Business Administration, Finance, Economics, or related programs, with relevant coursework completed
* Minimum 3.3 GPA required with at least 3 years of college completed
* Strong analytical and computer skills, specifically with Microsoft Excel, Word, Access
* Great communication skills both written and verbal
* Solid record of past work experience and/or participation in meaningful extra-curricular activities
* Proven ability to work in a fast-paced, team environment
* Good teamwork skills, ability to establish and maintain strong working relationships
* Ability to learn quickly
* Accuracy and attention to detail, very organized
* Trustworthy with highest level of integrity and respect
Mortgage Funding Manager
Redwood Trust Inc. Job In Englewood, CO
The Mortgage Funding Manager will oversee all mortgage funding personnel and processes. This role will ensure timely and accurate disbursement of daily funds and ensure all policies and procedures are adhered to and kept current. This role requires strong leadership skills, diligence, and a deep understanding of mortgage funding practices. This role has a high level of interaction with internal and external parties.
Key Responsibilities:
Manage the end-to-end mortgage funding process for flow and bulk transactions, ensuring all timelines are met and all daily reporting is communicated
Ensures integrity of all custodial and downstream funding data
Ensure compliance with all regulatory requirements and company policies
Coordinate with internal teams, such as underwriting, servicing, treasury, Capital Markets, Client Service Representatives, Transactional, Legal and Compliance to ensure smooth and efficient funding operations
Monitor and manage funding pipelines to meet deadlines, maintain defined turn times and ensure loans are moving through to purchase as expected
Resolve any issues or discrepancies that arise during the funding process
Analyze and interpret borrower payment histories; determine and apply curtailment amounts to loan balance
Required Education, Experience, & Skills
10+ years of mortgage industry experience
5+ years funding/closing experience
5+ years of management/leadership experience
Experience with loan origination documentation
Excellent organization, reporting and follow up skills
Technologically savvy, with the ability to work in varied systems; Proficiency with Excel, loan origination systems, Outlook
High diligence and effective critical thinking skills
Excellent customer service skills
Excellent oral and written communication skills
Diplomatic and professional
Ability to work collaboratively with cross-functional teams
Excellent analytical and critical thinking skills
Exceptional organizational skills
Strong communication and people skills
Strong knowledge of mortgage loan file documentation and custodial relationship
Strong understanding of mortgage servicing processes
A reasonable estimate of the base compensation range for this role is $84k - 112k annually.. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.