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OUR CULTUREOur organization believes we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and wellbeing of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins. ABOUT THE POSITIONThe primary functions of this role are to communicate with members and potential members, drive brand awareness, build relationships internally and externally that result in member retention and growth, provide a world-class experience by clearly and effectively communicating products and services, and accurately handle all member related transactions. The Digital Branch Specialist is responsible for establishing a collaborative environment within the Member Experience Center that leverages technology to best discover and address member needs, products, and services. NORMAL DAY-TO-DAY WORK<ol><li>Promptly respond to communication and inquiries from members and potential members via various communication channels (including but not limited to: phone, web chat, text message, and video conference.</li><li>Assist with remote opening of deposit and loan accounts by ensuring all information is received timely and accurately processed.</li><li>Identify, recommend, and cross-sell appropriate products and services to new, existing and potential members. Promote Credit Union products and services while delivering high quality service with accuracy.</li><li>Explains loan programs to member, evaluates their needs and recommends loan options.</li><li>Provide quality service to members, potential members and the community while achieving established qualitative and quantitative service level metrics.</li><li>Complete member and loan applications and escalate to the lending department as necessary.</li><li>Demonstrate continuous effort to improve operations, decrease turnaround times, streamline work processes, and work cooperatively within the team.</li><li>Use tact and experience-based knowledge to resolve member issues and concerns by explaining policies and products while representing the Credit Union in a professional manner.</li><li>Stay abreast of all member service policies and procedures, ensuring the quality as well as compliance on all member-facing interactions.</li><li>Take ownership for actions, decisions, and results; openly accept feedback and demonstrate both the willingness and ability to improve.</li></ol>JOB QUALIFICATIONSHere are a few qualifications you MUST have to be qualified for this position.<ol><li>Minimum 1 – 3 years of member servicing experience, or have a Bachelor’s degree in Business, Finance, Lending, or relevant area.</li><li>Must be team oriented, results driven, and self-motivated.</li><li>Must be able to manage multiple priorities and account sin fluid environment while maintaining accuracy in all details.</li><li>Must be able to work onsite at Credit Union administrative headquarters.</li><li>Must be able to work 8-hour shifts within core operating hours (8:00am – 6:00pm), as well as the occasional weekend and holiday.</li><li>Ability to function in a Consumer business office environment and utilize standard office equipment including but not limited to: PC, copier, telephone, etc.</li><li>Ability to lift a minimum of 25 lbs. (file boxes, computer printer).</li><li>Travel required on occasion.</li></ol>Here are a few qualifications we’d LIKE for you to have.<ol><li>Four-year degree from an accredited college/university.</li><li>Call center experience.</li><li>Knowledge of financial products and services, mobile and on-line banking a plus.</li><li>Experience using on-line banking services preferred.</li><li>Must be comfortable using various technology platforms.</li><li>Excellent verbal, written, telephone and interpersonal communication skills.</li></ol> CONTACT USIf you have questions about this position description, please feel welcome to ask. You can reach HR at:Human Resources3600 Wake Forest Rd, Raleigh, NC 27609<a href="mailto:careers@civicfcu.org" target="_blank">careers@civicfcu.org</a> PI277789404

Local Government Federal Credit Union

Digital Branch Specialist

&nbsp;CIVIC CULTUREOur organizations believe we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and well-being of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins. About the Position The Loan Operations Specialist is responsible for the daily servicing and production of the Consumer loan operations. A successful individual in this role will be forward-thinking, assisting with department projects as assigned by the operations manager and ensuring the financial institution’s Consumer loan closing and servicing policies/procedures are being adhered to on each request. In addition, one must contribute to the ongoing development of processes and procedures as well as have knowledge of each functional area including validating reporting, billing, tracking of insurances/taxes, collateral management and paid-in-full loan record keeping. Normal Day-to-Day Work<ol><li>Provide daily support of all aspects of servicing Consumer Loan products.</li><li>Perform loan account maintenance, servicing, balancing, and reporting processes including proficiency in GL reconciliation and transactions.</li><li>Complete payment processing, data entry, collateral &amp; financial ticklers, and file maintenance.</li><li>Understand and code loans to report loans accurately in Call Report as well as other Credit Union reporting formats.</li><li>Assist the Sr. Loan Operations Specialist in monitoring, reviewing, and validating periodic loan reports and system output and resolves/escalates issues as appropriate. Assist in providing reconciliation and identification of pattern activities or anomalies in reports and notifies management.</li><li>Assist and support the Credit Union’s loan related systems to ensure they are compliant with current loan policies and guidelines.</li><li>Assist in identifying risks and opportunities for improvement with recommendations to improve processes.</li><li>Assist in perfecting Credit Union lien for all real estate and non-real estate loans. Organize loan files and complete checklist for any suspense items.</li><li>Handle issues and possess up-to-date knowledge of specific financial products and regulations. Work with others as necessary to research, analyze, and recommend resolutions.</li><li>Assist in ensuring system upgrades are installed and tested thoroughly in a timely fashion.</li><li>Ensure compliance with all applicable laws and regulations concerning lending by working with Legal and Compliance, attending internal and external training classes and vendor workshops.</li><li>Take ownership for actions, decisions, and results; openly accept feedback and demonstrate both the willingness and ability to improve.</li></ol>Job QualificationsHere are a few skills you MUST have to be considered for this position.<ol><li>Minimum 1 – 3 years of Consumer loan operations experience in all aspects of servicing and loan documentation preparation for consumer non-real estate and real estate.</li><li>Strong interpersonal skills with ability to work in a team environment and mentor others.</li><li>Ability to function in a business office environment and utilize standard office equipment, technology and software including but not limited to: PC/laptop, MS Windows, etc.</li><li>Ability to lift a minimum of 25 lbs. (file boxes, computer printer).</li></ol>Here are a few qualifications we’d LIKE you to have to make you more suited for this position.<ol><li>Experience with collateral perfection and servicing, regulations, and compliance.</li><li>Experience with virtual/online banking environments for business members services.</li><li>Technical experience with input to loan documentation and core Credit Union systems.</li></ol>Contact UsIf you have questions about this position description, please feel welcome to ask. You can reach our HR at:LGFCU Human Resources3600 Wake Forest RoadRaleigh, NC 27609<a href="mailto:careers@lgfcu.org" target="_blank">careers@lgfcu.org</a> PI277762743

Consumer Lending Operations Specialist

Description: ABOUT THE POSITIONThe Salesforce Developer will be responsible for designing, developing, testing, and implementing customized solutions within the Salesforce platform to meet the credit union's specific business needs. This individual will work closely with stakeholders, including business analysts, project managers, and other developers, to ensure successful delivery of Salesforce solutions that streamline operations, enhance customer experience, and drive business growth.NORMAL DAY-TO-DAY WORK<ol><li>Design, develop, test, and deploy Salesforce solutions using Apex, Visualforce, Lightning Components, and other Salesforce technologies.</li><li>Customize Salesforce applications to support various business processes, including but not limited to customer relationship management, sales automation, and marketing automation.</li><li>Collaborate with business analysts and end-users to gather and analyze requirements, propose solutions, and translate business needs into technical specifications.</li><li>Configure and customize Salesforce features, such as workflows, process builder, validation rules, and data models, to optimize platform functionality.</li><li>Integrate Salesforce with external systems and third-party applications using APIs, web services, and middleware tools.</li><li>Perform code reviews, debugging, and troubleshooting to ensure high-quality deliverables and adherence to best practices.</li><li>Maintain and enhance existing Salesforce implementations, including resolving defects, implementing enhancements, and providing ongoing support.</li><li>Stay up-to-date with Salesforce releases, new features, and industry best practices to continuously improve Salesforce solutions and drive innovation.</li><li>Collaborate with cross-functional teams, including business stakeholders, IT teams, and external vendors, to deliver integrated solutions that meet business objectives.</li><li>Provide technical expertise and guidance to junior developers and support staff, fostering knowledge sharing and skills development within the team.</li><li>Take ownership for actions, decisions, and results; openly accept feedback and demonstrate both the willingness and ability to improve. </li></ol> JOB QUALIFICATIONS Here are a few skills you MUST have to be qualified for this position. <ol><li>4 – 6 years' experience developing custom solutions on the Salesforce platform, including Apex, Visualforce, Lightning Components, and Salesforce APIs.</li><li>Salesforce Certified Platform Developer I professional certification or ability to acquire certification within one year of employment.</li><li>Strong understanding of Salesforce architecture, data model, and security model.</li><li>Proficiency in web technologies including HTML, CSS, Apex, Visualforce, JavaScript, Python, Lightning Components, and Salesforce APIs.</li><li>Experience developing custom solutions and configuration for the Salesforce platform including workflows, process builder, validation rules, and custom objects.</li><li>Experience with Salesforce integration tools and techniques, such as Salesforce Connect, REST/SOAP APIs, and middleware platforms (e.g., MuleSoft, Informatica).</li><li>Excellent problem-solving skills and ability to analyze complex business requirements and technical challenges.</li><li>Ability to function in a Consumer business office environment and utilize standard office equipment including but not limited to: PC, copier, telephone, etc.</li><li>Ability to lift a minimum of 25 lbs. (file boxes, computer printer).</li><li>Travel required on occasion.</li></ol>­Here are a few qualities we'd LIKE for you to have to make you more suited for this position. <ol><li>Bachelor's degree in Computer Science, Information Systems, or related field.</li><li>Salesforce Advanced Developer certifications (e.g., Salesforce Certified Platform Developer II).</li><li>Experience working in the credit union or financial services industry, with knowledge of regulatory requirements and industry best practices.</li><li>Experience in AMPscript and Guide Template Language (GTL).</li><li>Familiarity with Salesforce Financial Services Cloud or other industry-specific Salesforce products.</li><li>Experience with Agile software development methodologies, such as Scrum or Kanban.</li><li>Knowledge of DevOps practices and tools for Salesforce development, such as Salesforce DX, Jenkins, and Git.</li></ol>Requirements: PI277713369

Salesforce Developer

Description:CIVIC CULTUREOur organization believes we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and well-being of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity for all. To this end, we recruit bright, energetic, and talented people to be members of our team. In return, we offer a dynamic workplace that presents opportunities for professional advancement and individual growth. We strive to always display integrity, self-awareness, courage, and respect for one another while continuing to seek opportunities to learn. We really believe that when our employees succeed, our community wins. ABOUT THE POSITIONThe Senior Collateral and Quality Control Specialist is responsible for the daily monitoring and servicing relating all consumer, mortgage, and commercial collateral management, insurance, and post-closing loan documentation review. This position will liaise with various business units that touch all collateralized loans including but not limited to research, lien perfection, reporting, process tracking, and resolving collateralized loan issues. A successful individual in this role will be forward thinking, assist with department projects as assigned by the Collateral and Quality Control manager. In addition, one must have strong knowledge in consumer loan collateral insurance requirements and post-documentation review policies and procedures, contribute to the ongoing development of processes and procedures as well as in-depth knowledge collateral management and documentation review. NORMAL DAY-TO-DAY WORK<ol><li>Provide daily operational support for collateralized consumer and commercial loans to ensure lien and titling needs for all portfolios are properly handled and that all related tasks including preparation of necessary paperwork for title transfers, payoffs, follow-ups, letters of guarantee, and member correspondences are satisfactory.</li><li>Process and monitor security interest for collateral securing consumer and commercial collateralized loans in accordance with Credit Union policies and procedures and best practices. Ensure liens are released when required and process applicable Uniform Commercial (UCC) Financing Statement to appropriately secure our lien position or terminate our security interest on non-titled collateral securing a consumer or commercial loan.</li><li> Monitor, review, and validate periodic collateral reports and system output and resolve/escalate issues as appropriate. Provide reconciliation and identification of pattern activities or anomalies in reports and notifies management.</li><li>Interface and assist with vendors and government entities to resolve titling registration and lienholder recording issues. Including all third-party relationships with state agencies and electronic vendors.</li><li>Assist with the continued support of the Credit Union's collateral and insurance-tracking related systems to ensure they are compliant with current policies and guidelines. </li><li>Handle complex issues and possess up-to-date knowledge of specific collateral and insurance management and regulations. Work with others as necessary to research, analyze, recommend, and implement loan initiatives. </li><li>Assist with creating and/or amending collateral and loan documentation quality control processes, procedures, policies, guidelines, and systems with knowledge of all lending regulations related to real estate and non-real estate loans.</li><li>Responsible for title tracking levels of overall perfected titles related to the auto portfolio; reviewing 30-60-90+ day non-perfected titles and clearing within prescribed SLA requirements.</li><li>Process applicable Uniform commercial (UCC) Financing Statements to appropriately secure lien position or terminate our security interest on non-titled collateral.</li><li> Actively engage with applicable title, deed of trust, and insurance servicing systems and vendors to ensure proper systems functionality and enhancement opportunities.</li><li>Process post-closing quality reviews of loan documentation completions and accuracy as well as lien perfection. Identifying critical/non-critical documents for perfection. </li><li> Ensure the accuracy of data/file/tickler maintenance, payoff calculations, required reporting, and compliance with operating procedures, policies, and regulations. </li><li> Assist with coordinating internal/external audits pertaining to consumer credit products. Expectation of zero audit exceptions as it relates to scope of responsibility. Performs periodic self-audits of all areas of responsibility.</li><li>Take ownership for actions, decisions, and results; openly accept feedback and demonstrate both the willingness and ability to improve.</li></ol> JOB QUALIFICATIONSHere are a few skills you MUST have to be qualified for this position.<ol><li> Minimum 4 – 6 years of consumer and commercial loan real estate and non-real estate experience, including 1 – 3 years of loan operations experience.</li><li>Proficient in consumer, commercial and RE loan documents in multiple lending jurisdictions, including lien-filing, titling, vehicle and RE insurance, taxes, and escrow.</li><li>Demonstrated experience with consumer loan and documentation procedures, policies, and regulations. Knowledge of bankruptcy and consumer laws. </li><li> Ability to multi-task, prioritize, and accept change and function in a team environment.</li><li> Ability to function in a Consumer business office environment and utilize standard office equipment including but not limited to: PC, copier, telephone, etc.</li><li> Ability to lift a minimum of 25 lbs. (file boxes, computer).</li><li>Travel required on occasion.</li></ol>Here are a few qualities we'd LIKE for you to have to make you more suited for this position.<ol><li>Bachelor's degree in Finance, Accounting, Economics, Business, or related field.</li><li>1 – 3 years of Credit Union experience.</li><li> Technical background and ongoing maintenance of loan core system as well as a functional understanding of a loan origination system (LOS).</li></ol> CONTACT USIf you have questions about this position description, please feel welcome to ask. You can reach our HR Department at: Civic Human Resources3600 Wake Forest Road, Raleigh, NC 27609 <a href="mailto:careers@civicfcu.org" target="_blank">careers@civicfcu.org</a>Requirements: PI277672567

Senior Collateral and Quality Control Specialist

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, andan unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you’ll experiencethis powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills,develop as a leader and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of AmericanExpress.How will you make an impact in this role?Growing consumer lending is a top priority for American Express, especially as the company mobilizes to capitalize on key growth opportunities. As a result, the Product Management and Lending (PML) organization has been created to evolve our portfolio and transform the way we meet customers’ borrowing needs in an evolving landscape.&nbsp;Within PML, the U.S. Insurance Team owns a portfolio of No Additional Charge (NAC) and fee-based insurance products and services for customers across the Consumer, Small Business and Corporate portfolios, totaling $170M in Revenue. The team has an ambitious growth plan to double revenue in three years.The Senior Manager, Insurance Product Strategy supports this objective by ensuring the ongoing health of the portfolio and innovating new strategies for Premium Car Rental Protection and/or Trip Cancel Guard Products. This includes core aspects of portfolio management (e.g., P&amp;L management, engagement strategies, NPS and complaint tracking), product strategy (e.g., value proposition definition, product refresh), and external partnership management.This is a great opportunity to not only get hands-on experience maintaining innovative products, but also to hone knowledge and expertise in managing products and strategic partner relationships. This position includes leadership of 1 Direct Report.Key Responsibilities:<ul><li>Deliver product strategy and optimize performance by understanding key P&amp;L drivers (i.e.; customer research, usability studies, market analysis)</li><li>Understand and own the Premium Car Rental Protection P&amp;L and revenue growth targets</li><li>Drive vision and development of products, features, and capabilities based on an intimate knowledge of the customer mindset</li><li>Collaborate with internal and external partners to improve customer experience, deliver on business goals and enhance claims and servicing</li><li>For external partners, responsible for ensuring all strategic and operational deliverables are met</li><li>Project management of all critical workstreams to drive project plans forward toward targeted timeframes by ensuring oversight of critical timelines &amp; progress of all activities</li><li>Lead identification of operational issues and end to end remediation by developing and maintaining external listening posts to ensure voice of the customer and competitor</li><li>Lead, coach and develop an Analyst</li></ul>Minimum Qualifications<ul><li>5+ years product management experience, preferably in the Insurance industry</li><li>Proven&nbsp;track record of using data and analytics to identify performance trends, assess risks/opportunities, and drive informed business decisions that improve top-line growth and bottom-line results</li><li>Understand the workflow and terminology of insurance or&nbsp;similar products and processes and their impact on profit and loss.</li><li>Proficiency in understanding portfolio P&amp;L</li><li>Deeply inquisitive, enjoys creative problem solving, white-space thinking, and using data to tell a story&nbsp;&nbsp;</li><li>Proven ability to translate customer insights into clear product requirements and strategic roadmap priorities</li><li>Superior&nbsp;stakeholder management and communication skills with a demonstrated ability to collaborate and influence</li><li>Solutions-oriented mindset and critical thinker with strong attention to detail and a can-do attitude</li><li>Leader who has a passion to develop colleagues on their team&nbsp;</li><li>Bachelor’s degree</li></ul>Salary Range: $90,000.00 to $165,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

American Express

Senior Manager, Insurance Product Strategy

Sr. Systems Analyst Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Sr. Systems Analyst to work in Westlake, TX. The Role The Sr. Systems Analyst serves as the business knowledge lead and key advisor for the requirements process on complex projects within the business unit. Additionally, the BA/PM Consultant provides ongoing support for the development of technical solutions that meet business needs. Work may include Service Model documentation as well as analysis of financial data for trends, issues, etc. and the design and development of spreadsheets and databases that gather, store, and report analytical data to support a variety of delivery process and measurement initiatives. The Expertise and Skills You Bring <ul> <li>Responsible for all Business Analysis phases and may oversee all remaining phases of a project. </li><li>Provides leadership through the expert understanding of the project life cycle and business needs. </li><li>Ability to take business requirements and turn them into system requirements for development teams </li><li>Monitors and resolves or escalates project interdependencies, both internal and external to the business unit; provides insight and input on project plan management and monitors progress against plan. </li><li>Participates in and/or is responsible for the creation of all applicable Project Life Cycle </li><li>Establishes and implements project plans for Business Analysis activities across multiple large and moderately complex projects. </li><li>Works closely with project manager to determine project task estimates, deadlines, and deliverables, simultaneously working on several projects. </li><li>Technical knowledge of API creation, development, and testing </li><li>Knowledge of and ability to write SQL queries </li></ul> The Team The credit card team is a development squad that is responsible for delivering against the Family Card foundational project. This is a multi-year, complex effort working closely with one of our business partners to co-develop this new feature which will allow Fidelity to offer multi card numbers for a single household / account. By not having separate card numbers for each cardholder on the account, customers: •Cannot view spend by each cardholder •Experience disruption by receiving a new card number when another cardholder on the accounts needs card re-issuance •Are unable to have features such as spend limits by cardholder. Dynamic Working At Fidelity TalentSource, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we call “Dynamic Working.” Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skillset and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. Information about Fidelity Investments At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers

Fidelity TalentSource

Sr. Product Owner

Department: Finance
About Us:
Ballard Spahr is a renowned national law firm with more than 750 lawyers across 18 offices in the United States. A career at Ballard Spahr offers a diverse group of mentors, colleagues, and friends, and strong leadership that provides support and encouragement for career growth.
Ballard Spahr LLP is seeking a paralegal to support our nationally-recognized public finance lawyers who represent governmental entities, investment banks, financial institutions, trustees, and borrowers, including 501(c)(3) organizations in virtually every type of municipal/public finance transaction. This position is located in Minneapolis and offers a work schedule of 3-4 days a week in the office with a dynamic Minneapolis-based public finance team that currently includes 4 lawyers and two paralegals. The candidate would also support our top-tier national public finance team of over 50 professionals.
Why Join Us? 
<ul>
<li>Innovative Work Environment: Become part of a forward-thinking firm that enjoys substantial support and visibility from the firm's executive leadership.</li>
<li>Professional Development: Take advantage of continuous learning opportunities and avenues for career growth.</li>
<li>Inclusion: Join a Business Resource Group and share cultural, experiential, or job-related interests, experiences, and/or backgrounds.</li>
<li>Impactful Contributions: Play a pivotal role in developing industry-leading solutions that make a significant difference in legal practice and client service.</li>
</ul>
Your Role: 
As a Paralegal within our Public Finance team, your responsibilities include but are not limited to:
<ul>
<li>Working closely with lawyers on the preparation of documentation for municipal bond offerings/borrowings, including drafting documents and opinion letters; organizing, proofreading and assembling documents; and coordinating closing logistics.</li>
<li>Conducting due-diligence; gathering and organizing financial data related to bond issuers and borrowers from public sources.</li>
<li>Preparing and filing of UCC Financing Statements; researching industry databases, publicly-available information from local governments and other sources, and assisting lawyers with reviewing the applicable law.</li>
</ul>
What We're Looking For: 
<ul>
<li>Growth Mindset: Self-motivated with a passion for continuous learning and problem-solving and a demonstrated experience maintaining a high quality work product.</li>
<li>Communication: Strong verbal and written communication abilities.</li>
<li>Detail-Oriented: Keen attention to detail with the ability to manage multiple priorities and deadlines independently.</li>
<li>Teamwork Skills: Collaborate effectively to establish positive relationships with both internal and external team members.</li>
</ul>
Required Experience:
Minimum requirements include prior work experience with financial or real estate transactions; intermediate level of technical proficiency in Microsoft Office applications (including Excel); and strong basic mathematical skills. Basic understanding of financial statements and experience with document management systems would be very helpful. Must be able to work overtime, as needed. Candidates with experience in other practice areas or whose experience and skills are closely related to this position will be considered. Prior work experience in the public finance industry is desirable.
The salary range for this position is from $65,000 - $75,000, which reflects the Firm's good faith and reasonable estimate of possible compensation at the time of posting. Actual pay will depend on several factors such as the candidate's experience, qualifications, and location.
Ballard Spahr offers an excellent benefits package. A summary of available benefits can be found <a href="https://www.ballardspahr.com/careers/staff" target="_blank">here</a> in the Careers section of the Firm's website.
Ready to Grow with Us? 
If you are ready to play a vital role in the Firm's success, we encourage you to apply and be a part of our commitment to excellence.
At Ballard Spahr, we believe that our skills, perspectives, and backgrounds drive innovation and excellence, while our unique culture fosters collaboration and success. Our culture of thriving together forms the cornerstone of how we deliver exceptional service and position our firm for a strong future. We welcome and encourage applicants from all backgrounds to apply.
Ballard Spahr is an equal opportunity employer. We offer equal consideration to all qualified applicants, regardless of race, ethnicity, religion, age, national origin, handicap or disability, citizenship, sex, pregnancy, childbirth or related medical condition, sexual orientation, gender identity and expression, transgender status, sex stereotyping, genetic information, ancestry, veteran status or any other category protected by applicable law.
The firm is not accepting resumes from search firms for this position.

Ballard Spahr LLP

Paralegal, Public Finance

<h3>Business Analyst, Customer Solutions</h3> Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions? As a Business Analyst in Fidelity’s Workplace Investing Customer Solutions Chapter[Squad name, Product area], you will be a member of an Agile squad responsible for crafting an engaging experience for our clients. Day to day, you will work closely with a team of cross functional and dedicated squad members (product, technology, legal, compliance &amp; risk partners) responsible for delivering specific business goals. In this role, you will work with your squad to provide effective product partnership through communication, risk mitigation, quality assurance, effective delivery and positive relationship building. As a Business Analyst, you must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team. <h3>The Expertise and Skills You Bring</h3> <ul> <li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements </li><li>Experience with workflow design, data analysis, data visualization, and impact analysis </li><li>Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available) </li><li>Define epics, user stories, acceptance criteria, facilitate story refinement sessions, and demo sprint deliverables </li><li>Participate and/or facilitate the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives </li><li>Perform end to end Business Acceptance Testing and ensure the traceability of test cases. </li><li>You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner </li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information with key stakeholders such as Subject Matter Experts, and Business Partners </li><li>3-5 years transferable experience </li><li>Bachelor’s degree preferred </li></ul> <h3>The Team</h3> WI Customer Solutions provides the WI Agile organization with business analysts and consultants that are responsible for helping the business achieve results. WI's mission is to help employers attract and retain talent by helping them create a successful benefits program that improves their employees' overall well-being. Benefits programs include solutions such as 401k plans, pension plans, employee stock plans, student debt assistance, digital websites and apps, workshops, and communication programs.

Business Analyst

Pay Range:&nbsp;$201,300.00&nbsp;-$302,000.00&nbsp;Join the Clean Energy RevolutionBecome aFinancial Analysis, Principal Managerat Southern California Edison (SCE) and build a better tomorrow. As a Financial Analysis, Principal Manager, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?<h4>Responsibilities</h4><ul><li>Defines the financial planning and analysis strategy and provides consistent, rigorous financial insight to be used to support effective business strategy development, commercial decision making and performance management</li><li>Leads all aspects of the monthly outlook and reporting on year-to-date financial performance, is responsible for processing and maintenance of financial data, supports cost-recovery regulatory filings, addresses strategic issues and acts as key consultant/advisor to the Company</li><li>Develops an effective financial planning and analysis framework that will provide executive leadership with appropriate analytical tools to establish goals and measure performance of SCE's products and services, assessing the success of both the business and financial strategy compared to the objectives</li><li>Develops and owns relationships with key internal and external stakeholders and uses them to identify and understand new and upcoming trends in financial reporting that will impact the business</li><li>Processes monthly financial data and maintains the corporate operating expense and capital expenditure data warehouse to support financial budgeting and forecasting, monthly financial analyses, as well as various regulatory filings and compliance audits</li><li>Prepares and presents total company consolidated operating plans in support of expense and capital expenditure forecasts, including working with up and down-stream partners to establish long-term plans and support internal and external disclosures</li><li>Acts as an experienced witness for General Rate Case (GRC), prepares testimonies, conducts ad-hoc financial analysis for projects and develops financial models on the economic feasibility of proposed projects or investments</li><li>Constructively challenges key budget and forecast assumptions to ensure that budgets and forecasts are unpinned by reliable assumptions</li><li>Coaches and develops analyst, advisor and manager team to deepen understanding of financial concepts and utility ratemaking, operations and organizational practices; communicates expectations and holds staff accountable for delivery of goals</li><li>Establishes strategic goals for team in alignment with company goals and objectives; ensures timely communications of key messages between Principal Manager's team and senior leaders </li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4>Minimum Qualifications</h4><ul><li>Seven or more years of experience supervising a team of direct reports and/or project management.</li><li>Experience in financial planning and analysis strategies. </li></ul>Preferred Qualifications<ul><li>Experience with overseeing Regulatory; accounting, narrative drafting, and work paper development</li><li>Experience managing large scale operational plans with complexity</li><li>Experience with Contract Management execution for major projects/programs</li></ul>Additional Information<ul><li>This position’s work mode is&nbsp;hybrid.&nbsp;The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and reside in the state of California.  Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.</li><li>Visit our&nbsp;Candidate Resource&nbsp;page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. &nbsp;</li></ul>About Southern California EdisonThe people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.

Southern California Edison

Financial Analysis, Principal Manager

Lochmueller Group is seeking an experienced Senior Civil Engineer to join our Roadway/Highway Design team. We are looking for a technical expert who is passionate about roadway/highway design engineering, enhancing the quality of projects, and mentoring junior level staff.&nbsp;Lochmueller Group is a regional engineering consulting firm with an emphasis on infrastructure.&nbsp;&nbsp;We provide multi-disciplined services for a variety of public agencies and private entities, including transportation design; water resources design; environmental analysis &amp; permitting; construction engineering &amp; inspection; traffic engineering &amp; transportation planning; surveying; and land acquisition &amp; appraisal. Our transportation design team offers a variety of services, but most of our work involves roadway and bridge design for various local public agencies and state DOT’s.&nbsp; For over 40 years, Lochmueller Group has helped communities reinvent their future through thoughtful, actionable planning and design.&nbsp;Our dedication to building a team that demonstrates our corporate values (CARDIA) is what sets us apart: CARDIA: Means “from the heart” – Creativity; Accountability; Respect; Dedication; Integrity; Achievement&nbsp; Recognized as a 2024 Indiana Best Places to Work, Lochmueller Group provides people-focused workplace culture. We are a 100% employee-owned company, and our people are invested in the success and continued development of each other and the firm. This is a great place to build a career and grow with a company that is dedicated to quality and service as we work to deliver a better tomorrow for all.&nbsp;<h4>In this position, the candidate will:</h4><ul><li>Serve as a technical lead in the planning and execution of complex engineering projects.</li><li>Conduct advanced engineering analysis and design for specialized projects.</li><li>Provide technical guidance to project teams and junior engineers.</li><li>Stay updated on industry trends, codes, and emerging technologies.</li><li>Collaborate with cross-functional teams to solve complex engineering challenges.</li><li>Contribute to the development and improvement of engineering processes and standards.</li><li>Mentor and coach junior and mid-level engineers.</li><li>Act as a subject matter expert in a specific engineering discipline.</li><li>Perform QA/QC on project deliverables.&nbsp;</li><li>Participate in firm-wide quality control initiatives.</li><li>Develop project scopes, budgets, and schedules for contract development.</li><li>Coordinate with other departments and sub-consultants to allocate project scope and develop budget and schedule proposals.&nbsp;</li><li>Assist with business development efforts and prepare statements of qualifications and letters of interest.</li><li>May perform other duties associated with this role.</li></ul><h4>Qualifications for this role: </h4><ul><li>Bachelor’s degree in Civil Engineering or a related field</li><li>15+ years of experience performing as a project engineer or project manager on local agency and/or DOT roadway projects</li><li>Possesses advanced, specialized knowledge in roadway/highway design</li><li>Licensed Professional Engineer&nbsp;&nbsp;</li><li>Proficiency with Microsoft Office products including Outlook, Excel, Word, and PowerPoint</li><li>Strong written and verbal communication skills</li><li>Ability to work as part of a team and mentor junior level staff</li></ul><h4>What we offer: </h4><ul><li>Employee Stock Ownership Plan (ESOP) – Become an employee-owner!</li><li>Rich coverage for major medical insurance</li><li>401(k) plan with company match</li><li>Basic life insurance (with option for additional voluntary life insurance)</li><li>Short-Term and Long-Term disability insurance</li><li>Generous vacation and sick leave</li><li>Flexible scheduling and telecommuting opportunities</li><li>Student loan repayment benefit</li></ul>Lochmueller Group is an Equal Opportunity/Affirmative Action employer. Lochgroup fully supports and maintains compliance with all state, federal, and local regulations. All qualified applications will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, protected veteran status, genetic information, or any other category protected by federal, state, and local laws.

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