Jobs at GM financial
524,057 open positions
GM Financial, the financing arm of General Motors, has built a reputation for integrating cutting‑edge technology into auto‑financing and leasing. With headquarters in Detroit and a digital platform that serves millions of customers worldwide, the company is a leading player in automotive fintech.
Hiring spans software engineering (full‑stack, mobile, data), product management, data science, cybersecurity, finance, compliance, risk, and marketing. Candidates can expect competitive salaries, flexible work arrangements, and opportunities to work on large‑scale, customer‑facing solutions.
Job Transparency aggregates GM Financial’s salary ranges and employee sentiment, giving you a quick view of what the market pays and how staff feel. This insight lets you benchmark offers, negotiate confidently, and make an informed decision before an interview.
Senior Risk Analyst, CAT
Company: The Hartford Financial Services Group, Inc.
Location: Hartford, CT
Posted Mar 14, 2024
<p>Sr Risk Analyst KR07DE <p> <p>Risk Manager KR07AE <p> <p>Were determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies Working here means having every opportunity to achieve your goals and to help others accomplish theirs too Join our team as we help shape the future <p> <p><b>Senior Risk Analyst CAT<b> <p> <p>The Enterprise Risk Management ERM department is responsible for enterprise aggregate exposure management and reporting portfolio aggregation and catastrophe pricing and modeling The Senior Risk Analyst will support reporting of key catastrophe modeling metrics for Middle and Large Commercial The position will report to the Senior Director of ERM Insurance Risk Management <p> <p>We are not able to offer any kind of visa sponsorship at this time for this position <p> <p><b>Responsibilities <b> <p> <ul><li>Support MLC catastrophe modeling for natural perils terrorism and other specified nonCAT metrics<li> <li>Communicate with business segments regarding catastrophe model output and key modeling initiatives<li> <li>Oversee monthly quarterly and annual reporting for key catastrophe modeling metrics<li> <li>Interact with other functional areas within and outside of the ERM organization<li> <ul><p><b>Qualifications <b> <p> <ul><li>An undergraduate degree in Economics or Actuarial Science and a demonstrated aptitude for coding statistical analysis and data visualization<li> <li>5+ years of work experience related to catastrophe risk management and modeling<li> <li>Experience in ExcelVBA SQL R strongly preferred<li> <li>Experience of working with commonly used Catastrophe Models such as AIR Touchstone or RMS Risklink CEEM designation is preferred but not required<li> <li>Good verbal and written communications skills<li> <li>The ability to manage multiple projects at once<li> <ul><p><b>Compensation<b> <p> <p>The listed annualized base pay range is primarily based on analysis of similar positions in the external market Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance proficiency and demonstration of competencies required for the role The base pay is just one component of The Hartfords total compensation package for employees Other rewards may include shortterm or annual bonuses longterm incentives and onthespot recognition The annualized base pay range for this role is <p> <p>$105840 $158760 <p> <p>The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience <p> <p>Equal Opportunity EmployerFemalesMinoritiesVeteransDisabilitySexual OrientationGender Identity or ExpressionReligionAge <p> <p>About Us | Culture amp Employee Insights | Diversity Equity and Inclusion | Benefits<p>
Application Support Lead
Company: Voya Financial
Location: Other US Location
Posted Mar 14, 2024
<p><b><b>Together we fight for everyones opportunity for a better financial future<b><b> <p> <p>We will do this together with customers partners and colleagues We will fight for others not against We will stand up for and champion everyones access to opportunities The status quo is not good enough we believe every individual and every community deserves access to financial opportunities We are determined to support both individuals and communities in reaching a better financial future We know that reaching this future depends on our actions today <p> <p>Like our Purpose Statement Voya believes in being bold and committed to action We are committed to a work environment where the differences that we are born with and those we acquire throughout our lives are understood valued and intentionally pursued We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work Purposefully bringing our differences together to positively influence our culture serve our clients and enrich our communities is essential to our vision <p> <p><b><b>Are you ready to join a company with a strong purpose and a winning culture Start your Voyage <b><b><b><b>Apply Now<b><b> <p> <p>Job Description <p> <p>The Application Support Lead supports the Service Technical Consultant and IT Manager and interfaces with the Suppliers technical team to provide oversight on the tactical and technical application support ensuring delivery is provided within the boundaries of the managed services contract and Voya established standards The role may help ensure that there is appropriate partnership between application maintenance development QA Release Management L15 application development infrastructure and architecture The Application Support Lead understands the Application Maintenance charter and what the vendor is accountable to do within the charter Role may have consultant direct reports <p> <p><b>Profile Description<b> <p> <ul><li>Governs supplier delivery and execution on day to day batch and monitoring practices via engagement with team and utilization of governance reports<li> <li>Escalates delivery issues to the Application Support Consultant and Application Manager<li> <li>Governs Incident Management and root cause analysis technical issues problem resolution and suggests improvement plans<li> <li>Ability to validate defect reporting data and escalation and business impact from the supplier<li> <li>Reviews SLA reports and escalates concerns to Service Tech Consultant<li> <li>Ensures system documentation it is up to standard<li> <li>Conducts reviews and ensures Voya standards for infrastructure security architecture and design are met<li> <li>Provides oversight on supplier technical updates to infrastructuresecurity diagramsplansdocumentation<li> <li>Reviews quality of IT projects submitted for production<li> <li>Partners with Tech Consultant to govern the overall endtoend delivery of the solution set<li> <li>Reviews performance results and suggests change requests to improve performance as needed<li> <li>Guides supplier to provide practical insight expert knowledge of technical design alternatives and the implications of each approach participating in the software development cycle Identifies business value and cost for business and IT partner<li> <li>IT Org Specific Ability to provide consulting on areas listed below for nonlocal projects<li> <li>Countryspecific requirements<li> <li>Languagespecific or code pagespecific requirements<li> <li>Timezone issues<li> <li>Setting up and installing system components<li> <li>Guides supplier to identify data needs including access security quality and maintenance requirements Influences and clearly relates technical alternatives to business objectives using effective communications with customers and stakeholders<li> <li>Other duties as assigned<li> <ul><p><b>Knowledge amp Experience<b> <p> <ul><li>Bachelors Degree or equivalent in Computer Science MIS Engineering or a directly related field<li> <li>Six years of complex multitiered software development experience including two years of leadership experience<li> <li>Technical knowledge in one or more programming languages and development tools<li> <li>OS MVS LINUXUNIX<li> <li>Programming COBOL CICS JCL DYLAKOR Assembler SAS JAVA HTML<li> <li>Databases DB2 and UDB<li> <li>Data Transfer<li> <li>Sybase<li> <li>CLOUD computing AWS etc<li> <li>Mainframe<li> <li>Transmissions SFTP B2B<li> <li>TWS<li> <ul><ul><li>Experience with ServiceNow tool <ul><li>Proven ability of structure analysis and technical design techniques database and file access methods<li> <li>Ability to embrace adapt and lead through change fosters effective partnerships and drive effective collaboration with peers and vendor resources <li> <li>Ensures best practices for coding architecture SLDC and security across all teams with accountability for the quality of internal and external applications delivering work directly and through others to deliver technology solutions<li> <li>Technical Domain knowledge and proven communication verbal and written skills to support the Business in current and future state process and capabilities <li> <li>Experience with working with external suppliers to manage outcomes<li> <li>Experience in production support area with the ability to handle critical issues multitask delegate communicate to all levels of management and business operations in a professional and timely manner<li> <li>Ability to effectively plan and manage multiple tasks<li> <li>Experience in managing offshore resources and delegating work assignments<li> <ul><li> <ul><p>Experience in US Retirement Services with background in retirement product features <p> <p>Experience in development batch processing business analysis <p> <p>Knowledge in support Producer Services and File Transmissions <p> <p>Knowledge with Vantage and OMNI <p> <p>Ability to multitask and meet tight deadlines and SLAs <p> <ul><li>Business Analysis Experience <ul><li>Writing requirements<li> <li>Strong business communication skills<li> <ul><li> <ul><p><b>Required skills<b> <p> <ul><li>Supplier governance experience<li> <li>Issue resolutionproblem solvingroot cause analysis skills<li> <li>Performance review and improvement opportunity identification<li> <li>Remediationimprovement plan definition and management<li> <li>Able to maintain technical documentation and configuration management data<li> <li>Able to understand Voyas standards for architecture security infrastructure and solution designdevelopment<li> <li>Able to review the qualitycompliance of developed solutions for production acceptance<li> <li>Programming language and development tool experience<li> <li>Applicable platform experience<li> <li>Application infrastructure and security design experience<li> <li>Able to reviewunderstand vendor performance outcomes SLAs<li> <li>Understanding of applicationservice monitoring methods<li> <li>Ability to work with supplier resources<li> <li>Ability to define and manage outcomes via established SLAs<li> <li>Leadership with managing offshore resources and delegating tasks<li> <li>Production support<li> <li>Strong written and verbal communication with all levels of management and business<li> <li>Technological document reviews<li> <li>Experience with creating and managing team sharepoint sites<li> <li>Experience with creating powerpoint slides<li> <li>Experience with excel macros<li> <li>Knowledge with technology currency<li> <ul><p><b><b>Compensation Pay Disclosure <b><b> <p> <p>Voya is committed to pay thats fair and equitable which means comparable pay for comparable roles and responsibilities <p> <p>The below annual base salary range reflects the expected hiring ranges for this position in the locations listed In addition to base salary Voya offers incentive opportunities ie annual cash incentives sales incentives andor longterm incentives based on the role to reward the achievement of annual performance objectives Please note that this salary information is solely for candidates hired to perform work within one of these locations and refers to the amount Voya Financial is willing to pay at the time of this posting <p> <p>Actual compensation offered may vary from the posted salary range based upon the candidates geographic location work experience education licensure requirements andor skill level and will be finalized at the time of offer Salaries for parttime roles will be prorated based upon the agreed upon number of hours to be regularly worked <p> <p>$103810 $129760 USD <p> <p><b><b>Be Well Stay Well<b><b> <p> <p>Voya provides the resources that can make a difference in your lives To us this means thriving physically financially socially and emotionally Voya benefits are designed to help you do just that Thats why we offer an array of plans programs tools and resources with one goal in mind To help you and your family be well and stay well <p> <p><b><b>What We Offer<b><b> <p> <ul><li>Health dental vision and life insurance plans<li> <li>401k Savings plan with generous company matching contributions up to 6<li> <li>Voya Retirement Plan employer paid cash balance retirement plan 4<li> <li>Tuition reimbursement up to $5250year<li> <li>Paid time off including 20 days paid time off nine paid company holidays and a flexible Diversity Celebration Day<li> <li>Paid volunteer time 40 hours per calendar year<li> <ul><p>Learn more about Voya benefits download PDF <p> <p><b><b>Critical Skills<b><b> <p> <p>At Voya we have identified the following critical skills which are key to success in our culture <p> <ul><li><b><b>Customer Focused<b><b> Passionate drive to delight our customers and offer unique solutions that deliver on their expectations<li> <li><b><b>Critical Thinking<b><b> Thoughtful process of analyzing data and problem solving data to reach a wellreasoned solution<li> <li><b><b>Team Mentality<b><b> Partnering effectively to drive our culture and execute on our common goals <li> <li><b><b>Business Acumen<b><b> Appreciation and understanding of the financial services industry in order to make sound business decisions<li> <li><b><b>Learning Agility<b><b> Openness to new ways of thinking and acquiring new skills to retain a competitive advantage<li> <ul><p>Learn more aboutCritical Skills <p> <p><b><b>Equal Employment Opportunity<b><b> <p> <p>Voya Financial is an equalopportunity employer Voya Financial provides equal opportunity to qualified individuals regardless of race color sex national origin citizenship status religion age disability veteran status creed marital status sexual orientation gender identity genetic information or any other status protected by state or local law <p> <p><b><b>Reasonable Accommodations<b><b> <p> <p>Voya is committed to the inclusion of all qualified individuals As part of this commitment Voya will ensure that persons with disabilities are provided reasonable accommodations If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions andor to receive other benefits and privileges of employment please reference resources for applicants with disabilities <p> <p>Misuse of Voyas name in fraud schemes<p>
AVP, Strategic Relationship Manager, Govt Markets
Company: Voya Financial
Location: Los Angeles, CA
Posted Mar 14, 2024
<p><b><b>Together we fight for everyones opportunity for a better financial future<b><b> <p> <p>We will do this together with customers partners and colleagues We will fight for others not against We will stand up for and champion everyones access to opportunities The status quo is not good enough we believe every individual and every community deserves access to financial opportunities We are determined to support both individuals and communities in reaching a better financial future We know that reaching this future depends on our actions today <p> <p>Like our Purpose Statement Voya believes in being bold and committed to action We are committed to a work environment where the differences that we are born with and those we acquire throughout our lives are understood valued and intentionally pursued We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work Purposefully bringing our differences together to positively influence our culture serve our clients and enrich our communities is essential to our vision <p> <p><b><b>Are you ready to join a company with a strong purpose and a winning culture Start your Voyage <b><b><b><b>Apply Now<b><b> <p> <p><b>Get To Know The Opportunity<b> <p> <p>Fully responsible within TaxExempt Markets TEM for the relationship management engagement with large plan sponsors in excess of $75 million in AUMAUA <p> <p>Responsible for developing and executing initiatives intended to meet plan retention and growth goals <p> <p><b>The Contributions Youll Make<b> <p> <p> Enhancing existing client relationships into strong partnerships for client retention including promoting the sale of products and crossserving initiatives to targeted plan sponsors and to develop trustbased relationships with multiple levels within client organization Proactively contact clients to provide guidance planning and support outside of daytoday and standard recordkeeping needs Initiate activity that aligns with revenue and profitability targets within TEM organization Understand key performance drivers and develop action plans as appropriate to ensure client satisfaction Coordinate all resources and other relationship touch points when situation calls for cross organization <p> <p>collaboration involving sales marketing investments recordkeeping and operations teams <p> <p> Participates in finals presentations client and Board meetings requests for proposals internal projects and where needed Other duties as assigned <p> <p><b>Knowledge <b><b> and Experience<b><b><b> <p> <p>Bachelors Degree or equivalent <p> <p>6+ years proven client relationship management skills <p> <p>Excellent verbal and written communication skills <p> <p>Strong presentation skills <p> <p>Strong problem solving skills <p> <p>Indepth knowledge of financial products and services preferably within the government and healthcare retirement services market <p> <p>Professional designations ie CRPS CEBSChFCCFPAIF etc a plus but not required <p> <p>Series 663 preferred or required within 90 days of hire <p> <p>FIS knowledge preferred but not required <p> <p>Salesforcecom or comparable CRM database experience a plus <p> <p><b>This position can reside in California Nevada Texas or Oregon <b> <p> <p>LIJS1 <p> <p><b><b>Compensation Pay Disclosure <b><b> <p> <p>Voya is committed to pay thats fair and equitable which means comparable pay for comparable roles and responsibilities <p> <p>The below annual base salary range reflects the expected hiring ranges for this position in the locations listed In addition to base salary Voya offers incentive opportunities ie annual cash incentives sales incentives andor longterm incentives based on the role to reward the achievement of annual performance objectives Please note that this salary information is solely for candidates hired to perform work within one of these locations and refers to the amount Voya Financial is willing to pay at the time of this posting <p> <p>Actual compensation offered may vary from the posted salary range based upon the candidates geographic location work experience education licensure requirements andor skill level and will be finalized at the time of offer Salaries for parttime roles will be prorated based upon the agreed upon number of hours to be regularly worked <p> <p>$127160 $178320 USD <p> <p><b><b>Be Well Stay Well<b><b> <p> <p>Voya provides the resources that can make a difference in your lives To us this means thriving physically financially socially and emotionally Voya benefits are designed to help you do just that Thats why we offer an array of plans programs tools and resources with one goal in mind To help you and your family be well and stay well <p> <p><b><b>What We Offer<b><b> <p> <ul><li>Health dental vision and life insurance plans<li> <li>401k Savings plan with generous company matching contributions up to 6<li> <li>Voya Retirement Plan employer paid cash balance retirement plan 4<li> <li>Tuition reimbursement up to $5250year<li> <li>Paid time off including 20 days paid time off nine paid company holidays and a flexible Diversity Celebration Day<li> <li>Paid volunteer time 40 hours per calendar year<li> <ul><p>Learn more about Voya benefits download PDF <p> <p><b><b>Critical Skills<b><b> <p> <p>At Voya we have identified the following critical skills which are key to success in our culture <p> <ul><li><b><b>Customer Focused<b><b> Passionate drive to delight our customers and offer unique solutions that deliver on their expectations<li> <li><b><b>Critical Thinking<b><b> Thoughtful process of analyzing data and problem solving data to reach a wellreasoned solution<li> <li><b><b>Team Mentality<b><b> Partnering effectively to drive our culture and execute on our common goals <li> <li><b><b>Business Acumen<b><b> Appreciation and understanding of the financial services industry in order to make sound business decisions<li> <li><b><b>Learning Agility<b><b> Openness to new ways of thinking and acquiring new skills to retain a competitive advantage<li> <ul><p>Learn more aboutCritical Skills <p> <p><b><b>Equal Employment Opportunity<b><b> <p> <p>Voya Financial is an equalopportunity employer Voya Financial provides equal opportunity to qualified individuals regardless of race color sex national origin citizenship status religion age disability veteran status creed marital status sexual orientation gender identity genetic information or any other status protected by state or local law <p> <p><b><b>Reasonable Accommodations<b><b> <p> <p>Voya is committed to the inclusion of all qualified individuals As part of this commitment Voya will ensure that persons with disabilities are provided reasonable accommodations If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions andor to receive other benefits and privileges of employment please reference resources for applicants with disabilities <p> <p>Misuse of Voyas name in fraud schemes<p>
Cloud Staff Engineer (Remote)
Company: Sumitomo Mitsui Financial Group, Inc.
Location: Charlotte, NC
Posted Mar 14, 2024
<p>Join us on our mission to create a completely new 100 digital bank that truly serves customers best interests We are a closeknit and funloving team of seasoned financial services professionals who came together for the challenge of building a bank from scratch and we are committed to doing it all the right way from technology infrastructure to modern marketing to customer experience <p> <p>The specific salary offered to an applicant will be based on their individual qualifications experiences and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire The role may also be eligible for an annual discretionary incentive award In addition to cash compensation SMBC offers a competitive portfolio of benefits to its employees <p> <p>We work with the flexibility and speed of a startup But we also have significant stability and capital from being part of the SMBC Group Sumitomo Mitsui Banking Corporation SMBC is the second largest bank in Japan and the 12th largest bank in the world with operations in over forty countries And SMBC is committed to disrupting the US marketplace with groundbreaking products <p> <p>It is the best of both worlds and we are seeking proven marketing leaders to propel us towards a national launch We have both the ambitious growth plans and the patient capital necessary to execute a multiyear plan Join us on the journey to deliver an exciting concept of evolved banking <p> <p><strong>JOB SUMMARY<strong> <p> <p>We are seeking a Staff Cloud Engineer to build the cloud platform foundations within Digital Banking unit This is an opportunity to architect amp manage the cloud platform and also to lead the DevOps efforts where candidate will design develop monitor and manage Continuous Integration amp Continuous Delivery pipelines ensuring that they are successful and error free <p> <p><strong>PRINCIPAL DUTIES amp RESPONSIBILITIES<strong> <p> <ul><li>Build public cloud platform foundations architecture that includes Security governance operations and DevOps<li> <li>Partner with the Security and operations to effectively build the platform<li> <li>Design develop monitor and manage endtoend DevOps processes including Continuous Integration CI Continuous Delivery CD automated testing deployment pipelines and release management<li> <li>Implement and configure security controls and best practices throughout the development and deployment process ensuring compliance with industry regulations and internal policies<li> <li>Build life cycle automation for various public cloud services using Terraform and other Infrastructure as a code tool<li> <li>Collaborate with Security teams implement DevSecOps practices Address vulnerabilities identified within the cloud infrastructure<li> <li>Provide engineering leadership in the areas of cloud platform architecture DevOps and best practices<li> <li>Train junior engineers in the team and mentor them<li> <ul><p><strong>POSITION SPECIFICATIONS<strong> <p> <ul><li>More than 8 years of experience in Cloud EngineeringArchitecture and DevOps<li> <li>Extensive experience in designing and implementing large scale platforms with high resiliency availability and reliability using public cloud infrastructure such as Azure or Google Cloud<li> <li>Extensive experience in designing amp implementing DevOps practices for Cloud Platforms Azure andor GCP using tools like Azure DevOps Gitlab CICD Jenkins etc<li> <li>Experience working in a DevSecOps model<li> <li>Experience with Azure DevOps and hands on experience implementing CICD pipelines and scanning tools<li> <li>Experience in implementing security architecture and best practices in cloud infrastructure<li> <li>Experience in Networking and Security Architecture<li> <li>Experience in Terraform Kubernetes AKS<li> <li>Experience with Azure Cosmos DB<li> <li>Experience with micro services architecture is preferred<li> <li>Strong problem solving and analytical skills preferred<li> <li>Public cloud Architect level certification will be preferred<li> <li>Bachelors or masters degree in computer science computer engineering is preferred<li> <ul><p><b>EOE STATEMENT<b> <p> <p>We are an equal employment opportunity employer All qualified applicants will receive consideration for employment without regard to race color religion gender national origin disability status protected veteran status or any other characteristic protected by law <p> <p><b>CCPA DISCLOSURE<b> <p> <p>Personal Information Collection Notice This notice contains information under the California Consumer Privacy Act CCPA about the categories of personal information PI of California residents that Manufacturers Bank collects and the business or commercial purposes for which the PI may be used We do not sell PI More information about our collection and use of PI may be found in our CCPA Privacy Policy at httpswwwmanufacturersbankcomCCPAPrivacy Persons with disabilities may contact our Customer Contact Center tollfree at 877 5609812 to request the information in this Notice in an alternative format<p>
Manager, Workplace Optimization
Company: BOK Financial
Location: Tulsa, OK
Posted Mar 14, 2024
<p><b>Req ID<b> 74693 <p> <p><b>Location<b> Tulsa TUL <p> <p><b>Areas of Interest <b>Facilities Professional <p> <p><b>Pay Transparency Salary Range <b>Not Available <p> <p><b>Application Deadline<b> 04052024 <p> <p><b>BOK Financial<b> Headquartered in Tulsa Oklahoma BOK Financial Corporation NASDAQ BOKF is a top USbased financial services holding company with operations in Oklahoma Texas Arizona Arkansas Colorado Kansas Missouri Tennessee and New Mexico The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries businesses and geographies <p> <p><strong><b>Bonus Type<b><strong> <p> <p><strong><b>Summary<b><strong> <p> <p>Were building a culture at BOK Financial where amazing people like you can bring their best be their best and work for the best Youve come to the right place to grow your career As a Manager Workplace Optimization you manage and update our space management software including programs like Serraview and CAFM The role involves maintaining accurate floor plans collaborating with lines of business LOBs to verify space assignments and coordinating internal moves <p> <p><strong><b>Job Description<b><strong> <p> <p>The <b>Manager Workplace Optimization<b> is primarily responsible for optimizing the BOK Financial corporate workspace utilization and ensuring the seamless operation of our ComputerAided Facility Management CAFM systems This position has a diverse range of responsibilities focusing on both the physical workspace and operational aspects of the portfolio The Manager Workplace Optimization demands a unique blend of space awareness and utilization experience to maximize efficiency and productivity within corporate spaces <p> <p><strong><b>Team Culture<b><strong> <p> <p>We have a go above and beyond philosophy in serving our internal clients and aim to deliver best in class customer service As a team we are deeply connected with our communities committed to social outreach and volunteer and participate in worthy causes We are proud of the companys contributions to the organizations we serve <p> <p><strong><b>How Youll Spend Your Time<b><strong> <p> <ul><li>Develop and implement strategies for optimizing space utilization across facilities<li> <li>Work with CRES project and strategy teams to assist in office relocations renovations and space expansion initiatives<li> <li>Develop and implement standards in the CAFM record database to ensure data integrity and consistency across all corporate facilities within the system<li> <li>Monitor and assign work order tickets as applicable to the CRES Team utilizing ServiceNow<li> <li>Maintain accurate records of corporate spaces including floor plans occupancy data and business utilization statistics within the software systems<li> <li>Analyze system data to identify trends and areas for improvement in facility management<li> <li>Oversee warehouse furniture inventory management<li> <ul><p><strong><b>Education amp Experience Requirements<b><strong> <p> <p>This level of knowledge is normally acquired through completion of a Bachelors degree in Interior design or a related field of study and 3+ years of directly related experience in workplace occupancy planning with a background in managing corporate workspace<b> or 7+ years equivalent combination of education and experience <b> <p> <ul><li>Technical proficiency with CAFM software eg SerraView Archibus FMSystems<li> <li>Excellent analytical skills and the ability to interpret data to drive decisions<li> <li>Strong knowledge of and ability to utilize design software such as AutoCAD for floor plan modifications <li> <li>Advanced PC application skills including MS Office Suite<li> <li>Exceptional written and verbal communication skills with a proven ability to engage effectively with diverse stakeholders<li> <li>Excellent organizational and multitasking abilities with a keen attention to detail<li> <li>Ability to understand and interpret the strategic implications of changes and needs within the entire portfolio<li> <ul><p><b>BOK Financial Corporation Group<b> is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees <b>With passion skill and partnership you can make an impact on the success of the bank customers and your own career<b> <p> <p><b>Apply today<b> and take the first step towards your next career opportunity <p> <p><b>The companies in BOK Financial Corporation Group are equal opportunity employers We are committed to providing equal employment opportunities for training compensation transfer promotion and other aspects of employment for all qualified applicants and employees without regard to sex race color religion national origin age disability pregnancy status sexual orientation genetic information or veteran status<b> <p> <p><b>Please contact recruitingcoordinatorsbokfcom with any questions <b><p>
Business Project Lead
Company: Principal Financial Group
Location: Des Moines, IA
Posted Mar 14, 2024
<p><strong>What Youll Do<strong> <p> <p>Were looking for a Business Project Lead to join our Benefits amp Protection Business Optimization PSI team In this role youll Identify and recommend opportunities for improvements related to the most complex systems products and services drive change within the business unit <p> <ul><li>Lead and coordinate major components on a project through implementation may serve as a project manager Provide business expertise on a variety of topics and projects including testing and data analysis Represent management on assigned functional committees<li> <li>Implement new policies procedures workflow approaches and system enhancements<li> <li>Develop document and maintain communication documentation and training through a variety of methods and mediums<li> <li>Provide coaching mentoring and training to internal and external customers<li> <ul><p>Operating at the intersection of financial services and technology Principal builds financial tools that help our customers live better lives We take pride in being a purposeled firm motivated by our mission to make financial security accessible to all Our mission integrity and customer focus have made us a trusted leader for more than 140 years <p> <p><strong>Who You Are<strong> <p> <ul><li>Bachelors degree or equivalent<li> <li>6+ years related experience<li> <li>Requires a strong knowledge of all aspects of a fullservice BrokerDealer and Registered Investment Adviser RIA operations<li> <li>FINRA Series 7 24 or 66 Licenses may be required with the ability to meet firm standards for registration within applicable jurisdictions<li> <li>Youll be required to become a nonregistered fingerprint person of Principal Securities Incorporated PSI<li> <ul><p><strong><strong>Skills That Will Help You Stand Out <strong><strong> <p> <ul><li>Excellent problem solving decisionmaking oral and written communication organizational and time management skills<li> <li>Selfstarter who can work independently and with people at all job levels<li> <ul><p><strong>Salary Range Information<strong> <p> <p>Salary ranges below reflect targeted base salaries Nonsales positions have the opportunity to participate in a bonus program Sales positions are eligible for sales incentives and in some instances a bonus plan whereby total compensation may far exceed base salary depending on individual performance Actual compensation for all roles will be based upon geographic location work experience education licensure requirements andor skill level and will be finalized at the time of offer <p> <p><strong>Salary Range<strong> <p> <p>$63750 $121200 year <p> <p><strong>Time Off Program<strong> <p> <p>Flexible Time Off FTO is provided to salaried exempt employees and provides the opportunity to take time away from the office with pay for vacation personal or shortterm illness Employees dont accrue a bank of time off under FTO and there is no set number of days provided <p> <p><strong>Additional Information<strong> <p> <p><strong><strong>Work Environments<strong><strong> <p> <p>This role offers inoffice hybrid blending at least three office days in a typical workweek and remote work arrangements only if residing more than 30 miles from Des Moines IA or Charlotte NC Youll work with your leader to figure out which option may align best based on several factors <p> <p><strong><strong>Work AuthorizationSponsorship <strong><strong> <p> <p>At this time were not considering applicants that need any type of immigration sponsorship additional work authorization or permanent work authorization now or in the future to work in the United States This includes but IS NOT LIMITED TO F1OPT F1CPT H1B TN L1 J1 etc For additional information around work authorization needs please use the following links <p> <p>Nonimmigrant Workers and Green Card for EmploymentBased Immigrants <p> <p><strong><strong>Investment Code of Ethics <strong><strong> <p> <p>For Principal Asset Management positions youll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household These same requirements may also apply to other positions across the organization <p> <p><strong><strong>Experience Principal <strong><strong> <p> <p>At Principal we value connecting on both a personal and professional level Together were imagining a more purposeled future for financial services and that starts with you Our success depends on the unique experiences backgrounds and talents of our employees And we support our employees the same way we support our customers with comprehensive competitive benefit offerings crafted to protect their physical financial and social wellbeing Check out our careers site to learn more about our purpose values and benefits <p> <p><strong><strong>Principal is an Equal Opportunity Employer <strong><strong> <p> <p>All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status <p> <p><strong>Posting Window<strong> <p> <p>We will accept applications for 3 full days following the Original Posting Date after which the posting may remain open or be removed based upon applications received If we choose to post the job again we will accept additional applications for at least 1 full day following the Most Recently Posted Date Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline <p> <p><strong>Date First Posted TTF<strong> <p> <p>392024 <p> <p><strong>Latest Post Date Careers US<strong> <p> <p>3102024 <p> <p><strong>LinkedIn Remote Hashtag<strong> <p> <p>LIRemote<p>
Program Operations Strategist
Company: Thrivent Financial
Location: Minneapolis–Saint Paul, MN
Posted Mar 14, 2024
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. Strong problem-solving skills, attention to detail, ability to engage and motivate others, communication, and collaboration skills. Demonstrated ability to communicate clearly, both verbal and written, and to logically analyze, synthesize, and evaluate multiple sources of information. Demonstrated team player, collaborating, and completing work where and when it's needed to drive business results. Demonstrates strong project management skills, experience, or proficiency in Agile or Kanban methodologies a plus. Analytical, data analysis and demand forecasting skills required, prior experience within a business analyst role required. Experience building highly efficient, high functioning processes supporting complex products and systems, including identifying emerging trends and strategic issues. Demonstrated commitment to continual learning. Skilled in understanding and quickly learning new software and technologies, leveraging functional experience and knowledge with Warehousing & Fulfillment Operations and Systems. Models Thrivent's leadership competencies - Model the Way, Rally the Team, and Deliver Outcomes.
Software Developer
Company: Voya Financial
Location: Hartford, CT
Posted Mar 14, 2024
<p><b><b>Together we fight for everyones opportunity for a better financial future<b><b> <p> <p>We will do this together with customers partners and colleagues We will fight for others not against We will stand up for and champion everyones access to opportunities The status quo is not good enough we believe every individual and every community deserves access to financial opportunities We are determined to support both individuals and communities in reaching a better financial future We know that reaching this future depends on our actions today <p> <p>Like our Purpose Statement Voya believes in being bold and committed to action We are committed to a work environment where the differences that we are born with and those we acquire throughout our lives are understood valued and intentionally pursued We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work Purposefully bringing our differences together to positively influence our culture serve our clients and enrich our communities is essential to our vision <p> <p><b><b>Are you ready to join a company with a strong purpose and a winning culture Start your Voyage <b><b><b><b>Apply Now<b><b> <p> <p><b><b>Compensation Pay Disclosure <b><b> <p> <p>Voya is committed to pay thats fair and equitable which means comparable pay for comparable roles and responsibilities <p> <p>The below annual base salary range reflects the expected hiring ranges for this position in the locations listed In addition to base salary Voya offers incentive opportunities ie annual cash incentives sales incentives andor longterm incentives based on the role to reward the achievement of annual performance objectives Please note that this salary information is solely for candidates hired to perform work within one of these locations and refers to the amount Voya Financial is willing to pay at the time of this posting <p> <p>Actual compensation offered may vary from the posted salary range based upon the candidates geographic location work experience education licensure requirements andor skill level and will be finalized at the time of offer Salaries for parttime roles will be prorated based upon the agreed upon number of hours to be regularly worked <p> <p>$82760 $103450 USD <p> <p><b><b>Be Well Stay Well<b><b> <p> <p>Voya provides the resources that can make a difference in your lives To us this means thriving physically financially socially and emotionally Voya benefits are designed to help you do just that Thats why we offer an array of plans programs tools and resources with one goal in mind To help you and your family be well and stay well <p> <p><b><b>What We Offer<b><b> <p> <ul><li>Health dental vision and life insurance plans<li> <li>401k Savings plan with generous company matching contributions up to 6<li> <li>Voya Retirement Plan employer paid cash balance retirement plan 4<li> <li>Tuition reimbursement up to $5250year<li> <li>Paid time off including 20 days paid time off nine paid company holidays and a flexible Diversity Celebration Day<li> <li>Paid volunteer time 40 hours per calendar year<li> <ul><p>Learn more about Voya benefits download PDF <p> <p><b><b>Critical Skills<b><b> <p> <p>At Voya we have identified the following critical skills which are key to success in our culture <p> <ul><li><b><b>Customer Focused<b><b> Passionate drive to delight our customers and offer unique solutions that deliver on their expectations<li> <li><b><b>Critical Thinking<b><b> Thoughtful process of analyzing data and problem solving data to reach a wellreasoned solution<li> <li><b><b>Team Mentality<b><b> Partnering effectively to drive our culture and execute on our common goals <li> <li><b><b>Business Acumen<b><b> Appreciation and understanding of the financial services industry in order to make sound business decisions<li> <li><b><b>Learning Agility<b><b> Openness to new ways of thinking and acquiring new skills to retain a competitive advantage<li> <ul><p>Learn more aboutCritical Skills <p> <p><b><b>Equal Employment Opportunity<b><b> <p> <p>Voya Financial is an equalopportunity employer Voya Financial provides equal opportunity to qualified individuals regardless of race color sex national origin citizenship status religion age disability veteran status creed marital status sexual orientation gender identity genetic information or any other status protected by state or local law <p> <p><b><b>Reasonable Accommodations<b><b> <p> <p>Voya is committed to the inclusion of all qualified individuals As part of this commitment Voya will ensure that persons with disabilities are provided reasonable accommodations If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions andor to receive other benefits and privileges of employment please reference resources for applicants with disabilities <p> <p>Misuse of Voyas name in fraud schemes<p>
Consumer/Small Business Closer I
Company: First Financial Bank
Location: Cincinnati, OH
Posted Mar 14, 2024
<p>We do the right things right now We do them in a way that is relevant to our clients Become a part of our history as it continues to be written <p> <p>If you are interested and qualified for this role we invite you to apply <p> <p>The ConsumerSmall Business Closer I specializes in preparing and reviewing loan closing packages and paperwork This role ensures the accuracy and and completeness of the documentation The ConsumerSmall Business Closer I manages through resolution any concerns problems andor documentation issues The role works closely with lending staff and is a critical part in ensuring necessary due diligence is completed on consumer loan closing requests <p> <p><b>Essential FunctionsResponsibilities<b> <p> <ul><li>Acquires knowledge of all consumer products origination systems all applicable laws and the banks lending policies and procedures<li> <li>Reviews loan approval supporting documentation and systems to determine due diligence is completed prior to preparing closing documents<li> <li>Responsible for partnering with lending staff to address any documentation deficiencies or issues prior to scheduled loan closing<li> <li>Prepares all applicable disclosures and closing documents in accordance with company policy and guidelines<li> <li>Responsible for submitting accurate and timely funding requests to the appropriate funding team<li> <li>Maintains open lines of communications will all parties in a timely fashion<li> <li>Ensures compliance with underwriting government regulations and company requirements<li> <ul><p><b>Minimum Knowledge Skills and Abilities Needed to Perform Essential Functions of the Job<b> <p> <ul><li>12 years experience in consumer lending or consumer banking preferred<li> <li>Detailoriented and organized with excellent communication phone and customer service skills<li> <li>Strong computer skills loan industry software preferred<li> <li>Mathematical and calculation skills needed to ensure accuracy<li> <ul><p><b>Preferred Knowledge and Skills<b> <p> <ul><li>Problem solving to ensure various solutions are explored<li> <li>Time management skills<li> <li>Adaptability and willingness to learn<li> <ul><p><b>Level of Complexity and Scope<b> <p> <ul><li>Some accountability for mediumterm tasks and many basic recurring basic initiatives<li> <li>Limited use of judgement related to administrative issues<li> <li>Applies knowledge of standardized rules procedures and operations<li> <li>Issues tend to be routine in nature<li> <ul><p><b>Degree of Independence and DecisionMaking<b> <p> <ul><li>Meets clearly defined demands and influence is limited to entry level support staff<li> <li>Interacts with a range of individuals both within and outside immediate team to convey basic information<li> <ul><p><b>Required Supervisory Responsibilities<b> <p> <ul><li>No leading and managing<li> <li>No people development responsibilities<li> <ul><p><b>Physical Requirements<b> <p> <ul><li>Must be able to stand andor sit for long periods of time<li> <li>Must be able to effectively access and interpret information on computer screens documents and reports<li> <li>Frequently interacts through talking and hearing with internal employees as well as external customers<li> <ul><p><b>Compliance Statement<b> <p> <ul><li>The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation as well as all related First Financial Bank policies and procedures This includes all Bank Secrecy Act AntiMoney Laundering OFAC and Suspicious Activity reporting requirements as well as all other lending and deposit compliance requirements<li> <ul><p><b>Development and Training<b> <p> <p>It is our policy to not discriminate against any individual in violation of federal state and local laws as it relates to age race color religion national origin sex marital status pregnancy gender identity disability sexual orientation genetic information veteranmilitary service or any other characteristic protected by law <p> <p>We are an EVerify Employer<p>
Asst Client Transition Specialist
Company: Principal Financial Group
Location: Des Moines, IA
Posted Mar 14, 2024
<p><strong>What Youll Do<strong> <p> <p>As an <strong>Asst Client Transition Specialist<strong> in our Retiree Services Group your day will be filled with <p> <ul><li>Administering the member data installation process setting up records and processing retirements to ensure first payments are made on time<li> <li>Handling large sets of member data<li> <li>Serving as the liaison between the Transition Specialists and other departments<li> <li>Completing appropriate data scrubs and implementation of each case in an accurate and timely fashion <li> <li>Troubleshooting and solving problems in a tactful manner and effectively handling difficult or sensitive situations<li> <li>Reviewing the contract specifications and assumptions ensuring they match the pension plan and complying with government regulations <li> <li>Providing high quality service and proactively maintaining positive relationships with customers<li> <li>Assisting with training new transition employees and with modifying procedures and systems where changes are needed<li> <li>Performing other jobrelated duties or special projects as required<li> <ul><p>Operating at the intersection of financial services and technology Principal builds financial tools that help our customers live better lives We take pride in being a purposeled firm motivated by our mission to make financial security accessible to all Our mission integrity and customer focus have made us a trusted leader for more than 140 years <p> <p><strong>Who You Are<strong> <p> <ul><li>Bachelors degree or equivalent and 2+ years of related experience<li> <li>Knowledge of defined benefits preferred<li> <li>Must have strong organizational and communication skills<li> <li>Strong consultation collaboration verbal and written communication skills<li> <li>Excellent analytical and problemsolving abilities organizational skills and attention to detail<li> <li>Advanced PC and MS Office Excel experience<li> <li>Ability to balance working independently with working in a team environment<li> <ul><p><strong>Salary Range Information<strong> <p> <p>Salary ranges below reflect targeted base salaries Nonsales positions have the opportunity to participate in a bonus program Sales positions are eligible for sales incentives and in some instances a bonus plan whereby total compensation may far exceed base salary depending on individual performance Actual compensation for all roles will be based upon geographic location work experience education licensure requirements andor skill level and will be finalized at the time of offer <p> <p><strong>Salary Range<strong> <p> <p>$2084 $3981 hour <p> <p><strong>Time Off Program<strong> <p> <p>Personal Time Off PTO is provided to hourly nonexempt employees and provides a set amount of accrued time earned each pay period Employees can use their PTO for vacation personal or shortterm illness <p> <p><strong>Additional Information<strong> <p> <p><strong>Work Environments<strong> <p> <p>This role offers inoffice hybrid blending at least three office days in a typical workweek and remote work arrangements Youll work with your leader to figure out which option may align best based on several factors <p> <p><strong>Work AuthorizationSponsorship <strong> <p> <p>At this time were not considering candidates that need any type of immigration sponsorship additional work authorization or permanent work authorization now or in the future to work in the United States This includes but IS NOT LIMITED TO F1OPT F1CPT H1B TN L1 J1 etc For additional information around work authorization needs please use the following links <p> <p>Nonimmigrant Workers and Green Card for EmploymentBased Immigrants <p> <p><strong>Investment Code of Ethics <strong> <p> <p>For Principal Global Investors positions youll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household These same requirements may also apply to other positions across the organization <p> <p><strong>Experience Principal <strong> <p> <p>While our expertise spans the globe were bound by one common purpose to foster a world where financial security is accessible to all And our success depends on the unique experiences backgrounds and talents of our employees individually and all of us together Explore our core values benefits and why were an exceptional place to grow your career <p> <p><strong>Principal is an Equal Opportunity Employer <strong> <p> <p>All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status <p> <p><strong>Posting Window<strong> <p> <p>We will accept applications for 3 full days following the Original Posting Date after which the posting may remain open or be removed based upon applications received If we choose to post the job again we will accept additional applications for at least 1 full day following the Most Recently Posted Date Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline <p> <p><strong>Date First Posted TTF<strong> <p> <p>3112024 <p> <p><strong>Latest Post Date Careers US<strong> <p> <p>3112024 <p> <p><strong>LinkedIn Remote Hashtag<strong> <p> <p>LIRemote<p>
Asst Client Transition Specialist
Company: Principal Financial Group
Location: Des Moines, IA
Posted Mar 14, 2024
<p><strong>What Youll Do<strong> <p> <p>As an <strong>Asst Client Transition Specialist<strong> in our Retiree Services Group your day will be filled with <p> <ul><li>Administering the member data installation process setting up records and processing retirements to ensure first payments are made on time<li> <li>Handling large sets of member data<li> <li>Serving as the liaison between the Transition Specialists and other departments<li> <li>Completing appropriate data scrubs and implementation of each case in an accurate and timely fashion <li> <li>Troubleshooting and solving problems in a tactful manner and effectively handling difficult or sensitive situations<li> <li>Reviewing the contract specifications and assumptions ensuring they match the pension plan and complying with government regulations <li> <li>Providing high quality service and proactively maintaining positive relationships with customers<li> <li>Assisting with training new transition employees and with modifying procedures and systems where changes are needed<li> <li>Performing other jobrelated duties or special projects as required<li> <ul><p>Operating at the intersection of financial services and technology Principal builds financial tools that help our customers live better lives We take pride in being a purposeled firm motivated by our mission to make financial security accessible to all Our mission integrity and customer focus have made us a trusted leader for more than 140 years <p> <p><strong>Who You Are<strong> <p> <ul><li>Bachelors degree or equivalent and 2+ years of related experience<li> <li>Knowledge of defined benefits preferred<li> <li>Must have strong organizational and communication skills<li> <li>Strong consultation collaboration verbal and written communication skills<li> <li>Excellent analytical and problemsolving abilities organizational skills and attention to detail<li> <li>Advanced PC and MS Office Excel experience<li> <li>Ability to balance working independently with working in a team environment<li> <ul><p><strong>Salary Range Information<strong> <p> <p>Salary ranges below reflect targeted base salaries Nonsales positions have the opportunity to participate in a bonus program Sales positions are eligible for sales incentives and in some instances a bonus plan whereby total compensation may far exceed base salary depending on individual performance Actual compensation for all roles will be based upon geographic location work experience education licensure requirements andor skill level and will be finalized at the time of offer <p> <p><strong>Salary Range NonExempt expressed as hourly Exempt expressed as yearly<strong> <p> <p>$2084 $3981 hour <p> <p><strong>Time Off Program<strong> <p> <p>Personal Time Off PTO is provided to hourly nonexempt employees and provides a set amount of accrued time earned each pay period Employees can use their PTO for vacation personal or shortterm illness <p> <p><strong>Additional Information<strong> <p> <p><strong>Work Environments<strong> <p> <p>This role offers inoffice hybrid blending at least three office days in a typical workweek and remote work arrangements Youll work with your leader to figure out which option may align best based on several factors <p> <p><strong>Work AuthorizationSponsorship <strong> <p> <p>At this time were not considering candidates that need any type of immigration sponsorship additional work authorization or permanent work authorization now or in the future to work in the United States This includes but IS NOT LIMITED TO F1OPT F1CPT H1B TN L1 J1 etc For additional information around work authorization needs please use the following links <p> <p>Nonimmigrant Workers and Green Card for EmploymentBased Immigrants <p> <p><strong>Investment Code of Ethics <strong> <p> <p>For Principal Global Investors positions youll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household These same requirements may also apply to other positions across the organization <p> <p><strong>Experience Principal <strong> <p> <p>While our expertise spans the globe were bound by one common purpose to foster a world where financial security is accessible to all And our success depends on the unique experiences backgrounds and talents of our employees individually and all of us together Explore our core values benefits and why were an exceptional place to grow your career <p> <p><strong>Principal is an Equal Opportunity Employer <strong> <p> <p>All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status <p> <p><strong>Posting Window<strong> <p> <p>We will accept applications for 3 full days following the Original Posting Date after which the posting may remain open or be removed based upon applications received If we choose to post the job again we will accept additional applications for at least 1 full day following the Most Recently Posted Date Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline <p> <p><strong>Original Posting Date<strong> <p> <p>3112024 <p> <p><strong>Most Recently Posted Date<strong> <p> <p>3112024 <p> <p>LinkedIn Remote Hashtag <p> <p>LIRemote<p>
Document Review Specialist
Company: BOK Financial
Location: Tulsa, OK
Posted Mar 14, 2024
<p><b>Req ID<b> 74770 <p> <p><b>Location<b> Tulsa TUL <p> <p><b>Areas of Interest <b>Bank Operations Consumer Banking <p> <p><b>Pay Transparency Salary Range <b>Not Availble <p> <p><b>Application Deadline<b> 04052024 <p> <p><b>BOK Financial<b> Headquartered in Tulsa Oklahoma BOK Financial Corporation NASDAQ BOKF is a top USbased financial services holding company with operations in Oklahoma Texas Arizona Arkansas Colorado Kansas Missouri Tennessee and New Mexico The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries businesses and geographies <p> <p><strong><b>Bonus Type<b><strong> <p> <p>Discretionary <p> <p><strong><b>Summary<b><strong> <p> <p>You place great value in building strong relationships Youve been told youre a people person You find satisfaction in helping others and offering sound advice As a selfstarter you enjoy working independently in part of a wellstructured team environment You make the most out of every opportunity This is your chance to bring all of your knowledge skills and abilities to us as Document Review Specialist <p> <p><strong><b>Job Description<b><strong> <p> <p>The <b>Document Review Specialist <b>is responsible for reviewing and processing all legal requests received regarding Trusts Power of Attorneys Guardianships Rep Payee Bankruptcy and Decedents and additional research legal requests and services requested by corporate counsel Research account documentation place holds on accounts and remits funds to beneficiaries or court appointed representatives maintains departmental logs on legal requests legal issues and the disposition of funds This position possesses extensive knowledge of Estates Trusts Power of Attorneys and various court orders <p> <p><strong><b>Team Culture<b><strong> <p> <p>Each day brings new challenges that will energize and motivate you You will act as a liaison between the line of business and Corporate Counsel Customers will come to you for answers You will help them solve problems and overcome challenges <p> <p>We achieve more together by being involved committed and collaborative We respect honor and praise one another for a job well done We celebrate each others wins big and small <p> <p><strong><b>How Youll Spend Your Time<b><strong> <p> <ul><li>You will interpret legal documents from attorneys and clients related to Trusts Estates Power of Attorneys Court Order Accounts Medicare Medicaid etc You will determine account setup as well as communicating with the business line to instruct on best course of action <li> <li>You will develop and maintain strong relationships with attorneys at the BOKF NA corporate law office and with other departments within the bank You will act as the liaison with corporate counsel related to the review of legal documents account styling and other requests received from the business lines<li> <li>You will gather data from all internal systems regarding loans trust mortgage DDA Savings CD IRA Investments Securities ACH Lockbox and when needed contact various areas of the bank to provide supporting documentation for changes in account stylings closures and death related issues <li> <li>You will enter data and process information from the legal orders and client request through the internal banking system to create cases for the purpose of generating letters tracking and compliance with state and federal regulations regarding the availability of such orders<li> <li>You will process the quarterly reporting to the US Trustee Regions regarding the Debtor in Possession accounts maintained by BOK Financial <li> <ul><p><strong><b>Education amp Experience Requirements<b><strong> <p> <p>This level of knowledge is normally acquired through completion of a Bachelors Degree in Business and 35 years related experience or 911 years equivalent work related experience in bank andor consumer operations <b>or equivalent combination of education and experience<b> <p> <ul><li>Thorough knowledge of Estates Trusts Power of Attorneys and Court Orders for document review<li> <li>Thorough knowledge of multistate regulations regarding Decedents Power of Attorneys Fiduciary and Trusts<li> <li>Thorough knowledge of account styling ie joint individual Trust Business Entities etc <li> <li>Thorough knowledge of the Right to Financial Privacy Act Gramm Leach Bliley Act Customer Information Privacy an all related state and federal laws<li> <li>Superior decision making and problem solving skills<li> <li>Excellent verbal and written communication skills<li> <li>Excellent PC software application and file maintenance skills<li> <li>Excellent organization analytical and research skills<li> <li>Ability to maintain a high level of confidentiality<li> <ul><p><strong><b>Working Conditions amp Physical Requirements<b><strong> <p> <p>Office <p> <p><b>BOK Financial Corporation Group<b> is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees <b>With passion skill and partnership you can make an impact on the success of the bank customers and your own career<b> <p> <p><b>Apply today<b> and take the first step towards your next career opportunity <p> <p><b>The companies in BOK Financial Corporation Group are equal opportunity employers We are committed to providing equal employment opportunities for training compensation transfer promotion and other aspects of employment for all qualified applicants and employees without regard to sex race color religion national origin age disability pregnancy status sexual orientation genetic information or veteran status<b> <p> <p><b>Please contact recruitingcoordinatorsbokfcom with any questions <b> <p> <p><strong>Top 3 reasons to apply<strong> <p> <p>Investing in our talent and building a great workplace is a top priority for us <p><ul><li>Empowered employees<li> <li>Awardwinning culture<li> <li>Community commitment<li> <ul><p><strong>BOK Financial Corporation Group adheres to state specific pay transparency requirements<strong> <p> <p>In order to be considered for a position with BOK Financial Corporation Group you must complete the entire application process which includes answering all prescreening questions and providing your eSignature on or before the application deadline <p> <p><b> Base salary range explanation <b> <p> <p>The base salary range represents an average range for this position Actual offers to be determined based on the candidates qualifications skills experience and education See job details for salary range and bonus type <p> <p><b>Benefits<b> <p> <p>BOK Financial Corporation Group offers industryleading benefits addressing your complete physical financial and emotional healthClick <b>here<b> to see our benefits <p> <p><strong>About BOK Financial Corporation<strong> <p> <p>For more than a century BOK Financial Corporation has helped fuel the success of clients and communities Since our humble beginnings in Tulsa Oklahoma weve grown into a diversified financial services company that serves consumers small businesses and international corporationsand everything in betweenFacts <p><ul><li>Operations focused in an eightstate footprint<li> <li>4800 team members<li> <li>$49 billion in assets<li> <li>$100 billion in assets under management and administration<li> <li>$61 million donated to local nonprofits in 2022<li> <li>33000+ volunteer hours by our employees in 2022<li> <ul>