Found 17,929 Jobs in Ashburn, VA 'Financial'
Metro DC Financial Representative
Foresters Financial - Silver Spring, MD
May 21, 2017 -
Who we are . . . Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance, and...
Who we are . . . Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance, and tools, to meet their needs across all life stages. Our financial representatives, who are among the best trained in the business, offer personalized service combined with a solid, long-term approach and fresh thinking. You can also take pride in knowing that you are part of Foresters™, an international financial services provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a meaningful and lasting impact in local communities. What you need . . . • Bachelor’s degree • Strong communication and marketing skills with the ability to work one-on-one with clients • The ability to plan your day and achieve goals • An interest in developing financial strategies and a genuine concern for the welfare of others • An entrepreneurial work ethic and the desire to achieve financial success What you will do . . . • Recommend solutions to your clients for their investment needs • Collaborate with others in developing presentations delivered in group settings or one-on-one • Keep in touch with clients to ensure that they have the right products for their current needs • Create referral opportunities and build a referral-based practice • Determine the course for your career in terms of financial objectives How we help you . . . Our extensive training program and state-of-the-art learning system is designed to prepare you so you are both business savvy and confident when working with your clients. You will enjoy a professional office environment with all the support and tools you need to be successful. New Representatives start out earning wages and commissions, so while you take care of your clients, we take care of you. Products we offer . . . • Mutual Funds • Life Insurance (Whole Life, Term Life & Variable Life) • Annuities • Retirement Vehicles • Education Plans Foresters Financial is a member of: • FINRA (Financial Industry Regulatory Authority) • ICI (Investment Company Institute) • ASBO (Association of School Business Officials) • NTSAA (National Tax Shelter Account Association) • PPA (American Society for Pension Professionals and Actuaries) • SIPC (Securities Investor Protection Corporation) Areas of interests that lead to success . . . Finance Sales Marketing Hospitality Banking Retail Industrial Military Insurance Financial Planner Customer Service Customer Support Public service Communication Entrepreneurship Sociology Social worker Psychology Foresters Financial is building a brighter future . . . one Representative at a time! Foresters Financial is an Equal Opportunity EmployerForesters Financial™ and Foresters™ are trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society) and its subsidiaries, including Foresters Financial Services, Inc. Foresters Financial Services, Inc. does not provide legal, tax or estate planning services. All investing involves risk, including the risk that you may lose money.
Mortgage Loan Officer
American Financial Network, Inc. - Vienna, VA
May 22, 2017 -
AFN is one of the fastest growing retail mortgage lending platforms in the U.S. Built on core values, our mission provides you the tools,...
AFN is one of the fastest growing retail mortgage lending platforms in the U.S. Built on core values, our mission provides you the tools, guidance, and team support to take control of your future. AFN will take your business to the next level of success. American Financial Network offers our employees one of the most aggressive compensation plans, products, pricing, support and marketing systems in the mortgage industry.“It’s no wonder why more and more Top Industry Professionals are choosing a career with AFN.”Our business model is focused on helping you to achieve higher levels of purchase driven production.Turbo-charged transition desk – You don’t miss a beat when transitioning.Dedicated Branch Relations department – A true “Concierge” department.Ginne Mae Seller Servicer / Fannie Mae IssuerExtensive product line - “out of the box” products, other lenders don't have.Best in Class program to build referral relationshipsOne of the most aggressive compensation plans in the industrySign On Bonuses for top producers may applyAFN Listed - Industry leading Realtor System - Multiple streams of leads for LOsAFNiConnect - Portal technology - 400+ pieces, CRM, Marketing, ReportingMobile App (Capture More Millenial Business)Social Survey - Get more reviews and share them instantlyFull Benefits – Medical, Dental. Vision, Life; 401KAbility to broker to over 50 investorsWe have built an industry-recognized reputation as a Premier National Retail Mortgage Platform, serving the lending needs of real estate professionals, builders, and individual homebuyers. We have spent many years and countless dollars creating a technology platform centered on increasing efficiency and streamlining operations. Origination, pricing, locking, marketing and reporting components are web-driven and accessible anywhere Internet access is available.As a Premier National Direct Lender with a long-term record of success and stability, and an industry recognized outstanding reputation, we are expanding further into strategic retail markets AFN is constantly evolving and adapting in response to internal and external market triggers to ensure that our producers are equipped with the perfect blend of product, service, price, as well as marketing and leadership training. . Our growth initiative provides a true career path with true career advancement opportunities.Our corporate strategy encourages input from our staff and promotes autonomy. If you feel your talents and skills are overly burdened and restricted by an abundance of corporate controls, then the relaxed and team oriented culture at AFN is the fit you have been searching for.Loan Officer Requirements:Minimum 2 years of mortgage loan officer/retail mortgage banking experienceMust already be Federal NMLS Licensed & SAFE Act compliantMust be licensed in the state(s) in which you will be originating Must Have Sales experienceA focus on self-sourced business preferredA large percentage of purchase loan business a plus
Accounting Principals - Herndon
May 15, 2017 -
A Financial Analyst job in Herndon, VA is available with a large international security firm. You must have a Bachelorâs degree in...
A Financial Analyst job in Herndon, VA is available with a large international security firm. You must have a Bachelorâs degree in finance or a related field with 4 or more years of relevant work experience in finance or accounting. This position is primarily responsible for supporting bid and proposal activities by analyzing and maintaining pricing data and ensuring that appropriate direct labor, profits, and profit margins are maintained throughout the bidding process. Apply to be a part of a quickly growing, fun organization that promotes an engaging and exciting office culture! This is a full-time temporary role with the opportunity to turn into a permanent position. Salary is $75-90K.Â Responsi bilities: Manage and facilitate the companyâs bid and proposal review and approval process Schedule and facilitate pricing reviews with applicable stakeholder involvement (sales reps, operations leads, etc.) Provide summaries of all bid and proposal activities Document and report on new business opportunities, new business awards and lost business Must be self-motivated and be able to work collaboratively with team members and other departments Track, analyze, and trend pricing data for opportunities, awards, rebids, renewals and losses Facilitate the companyâs annual planning, budgeting and monthly forecast process Â Requirements: Advanced Microsoft Excel skills required Experience in labor services pricing preferred Knowledge of GSA pricing and cost MODS, FAR, DFAR, Cost Realism a plus Good organizational, planning, scheduling skills, time management skills and deadline focused Prior experience within the security, aviation, homeland security, or defense industry a plus Able to pass a background check and drug screening Â df- aponrec
Associate General Counsel
Edelman Financial Services - Fairfax, VA
May 25, 2017 -
Edelman Financial Services,one of the nation’s largest and most well-known financial planning firms, is seeking a skilledAssociate...
Edelman Financial Services,one of the nation’s largest and most well-known financial planning firms, is seeking a skilledAssociate General Counsel for our Fairfax, VA location. This role will work closely with the General Counsel and fellow team members in providing legal advice to the key decision-makers in the organization. The Associate General Counsel will also help advise on any number of legal issues important to the Company including: providing counsel on SEC and FINRA rules and regulations (including the Investment Advisers Act of 1940) applicable to registered investment advisors and broker-dealers, state insurance regulations, litigation and arbitration matters, regulatory inquiries and examinations (SEC/FINRA), contracts, corporate governance and employment matters. ResponsibilitiesDraft, review and negotiate various contracts and agreements including employment agreements and a wide array of third-party vendor agreements.Provide legal research support and manage significant legal assignments from the General Counsel.Ensure that the Company is well represented in the resolution of customer disputes through arbitration and/or litigation, as appropriate.Conduct pre-litigation research and draft legal documents.Assist with managing regulatory inquiries and examinations by the SEC and FINRA.Advise on marketing materials for investment management products, account documentation issues, financial product disclosure issues and prohibited transaction issues.Assist the Company in ensuring its broker-dealer and registered investment advisory business is conducted in compliance with applicable SEC, FINRA and federal and state rules and regulations.Provide solution-oriented, business centric legal counsel to senior management, constructively helping to achieve business purposes within legal and ethical means while executing the Company’s business strategy.Collaborate with internal compliance staff to provide high-caliber, cost-effective service and training to business units and corporate personnel.Keep pace with the demands of a rapidly changing business by proactively anticipating legal issues, identifying appropriate solutions and providing the leadership necessary to effectively implement these across the firm.Assist the General Counsel and other stakeholders with any internal investigations regarding possible violations of the Company’s policies and procedures.Review and draft various internal policies and procedures.RequirementsJuris Doctorate from an accredited law schoolAdmitted and in good standing to practice in a U.S. state barMinimum 3-5 years of experience practicing law at a law firm or in a registered investment advisor or broker-dealer environmentIntermediate to advanced proficiency with MS ExcelInnovative problem solverTeam player (willing to jump in at any point to get a project done)Strong project management skills and top analytical skillsStrong verbal and written communication skillsExcellent interpersonal skills, as necessary to work effectively with staff at all levelsMust be comfortable independently evaluating a situation, exercising judgment, and independently making a decision.The individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfully.Position requires high level of responsibility regarding confidential information; must maintain confidentiality at all times.For more information: www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial Services has an employment at-will policy.
Client Service Associate
Edelman Financial Services - Fairfax, VA
May 23, 2017 -
Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a skilledClient Service...
Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a skilledClient Service Associate for our Fairfax, VA location. The Client Service Associate provides full support to one or more Financial Planner, ensuring client satisfaction through direct contact with clients, vendors, and other operational employees, while adhering to regulatory standards.Responsibilities:Executing investment buy and/or sell ordersAnalyzing reports to determine appropriate action to be taken on behalf of client accountsResearching client issuesPreparing client documentsMaintaining filesGreeting clients in the officeGeneral office managementRequirements:2-5 years of operational experience within the financial services industryBachelor’s Degree preferredSeries 6 or 7, and 63 (or 66) required, or must be obtained within 6 months from start of employmentMust have strong organizational and prioritization skillsAbility to work independently to research and resolve client issuesProblem solving skills to determine the most efficient method of problem resolution while complying with corporate and regulatory proceduresMust have an understanding of appropriate paperwork and procedures necessary to process transactionsClient services orientedStrong attention to detailMust be computer literate and proficient with Windows, Word, and ExcelAbility to multi-taskWork both independently and within a teamFor more information: www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial has an employment at-will policy.If you are interested in an exciting career with Edelman Financial Services, apply to this job posting at:https://recruiting.ultipro.com/EDE1002/JobBoard/708241d9-69c9-37b2-a37b-23266402fe6c/OpportunityDetail?opportunityId=f3333133-4f28-4c8f-a30b-be565e903748.
Compliance Officer - Advertising Review
Edelman Financial Services - Fairfax, VA
May 22, 2017 -
Edelman Financial Services,one of the nation’s largest and most well-known financial planning firms, is seeking aCompliance Officer -...
Edelman Financial Services,one of the nation’s largest and most well-known financial planning firms, is seeking aCompliance Officer - Advertising Review to join our Compliance team in our Fairfax, VA location. As part of the Regulatory Compliance Team, the Compliance Officer - Advertising provides compliance advertising review services and support to Edelman Financial Services and its affiliated broker/dealer. Responsibilities:Reviews and approves advertising and other communications with the public pursuant to Investment Adviser and Broker/Dealer regulatory rules and regulationsReviews and approves radio and television programsCommunicates effectively regarding the review, and/or approval of seminars, websites, website pages, promotional materials, press releases, educational materials, webinars, articles, and social media, client communications, client facing analysis, RFP’s, newsletter, and initiativesConducts regulatory research as assignedAssists with preparation of regulatory filings and revisionsRequirements:Bachelor's degree (preferably in a finance related field) or equivalent industry related experience requiredFINRA Series 7, 24, and 65 (or 66) required, or must be obtained within 6 months from start of employmentMinimum of 2-5 years financial services industry experience specifically in a broker/dealer or registered investment advisorPrior advertising review experience strongly preferredAdvanced knowledge of FINRA Rules, SEC Rules, and applicable state laws with emphasis on advertising rulesStrong organizational skillsSolid written and oral communication skillsAbility to multi-task and adapt to shifting prioritiesProficient in Microsoft Word, Excel, and OutlookProficient in internet research navigationExcellent interpersonal skills, as necessary to work effectively with staff at all levelsMust be comfortable independently evaluating a situation, exercising judgment, and independently making a decisionThe individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfullyPosition requires high level of responsibility regarding confidential information; must maintain confidentiality at all timesFor more information: www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial Services has an employment at-will policy.If you are interested in an exciting career with Edelman Financial Services, apply to this job posting at:https://recruiting.ultipro.com/EDE1002/JobBoard/708241d9-69c9-37b2-a37b-23266402fe6c/OpportunityDetail?opportunityId=e87b659c-6005-472d-b451-e40f9590b436.
Chief Compliance Officer
Edelman Financial Services - Fairfax, VA
May 21, 2017 -
Edelman Financial Services is seeking an experiencedChief Compliance Officer (CCO) for our HQ in Fairfax, VA. The Chief Compliance...
Edelman Financial Services is seeking an experiencedChief Compliance Officer (CCO) for our HQ in Fairfax, VA. The Chief Compliance Officer is responsible for the leadership and management of all compliance functions for Edelman Financial Services, LLC, a registered investment advisor (“RIA”) and EF Legacy Securities, LLC, a registered broker dealer (“B/D”) and licensed insurance agency (together, the“Company”). This is a highly engaged position working with a variety of stakeholders in the business. Leveraging superior subject matter expertise and highly developed communication skills, this role enables the Company and its people to deliver best-in-class services to its clients. The Chief Compliance Officer will be responsible for compliance analysis, programs, initiatives, guidelines and procedures for the entire firm, designed and implemented in a manner that supports the Company’s business objectives and goals. ESSENTIAL DUTIES& RESPONSIBILITIES:Key responsibilities include: leading and managing the Company’s Compliance Department; continually improving-upon and monitoring the Company’s compliance program to ensure appropriate compliance practices and procedures are in place across our RIA, B/D and insurance businesses; preparing for and responding to regulatory inquires and audits; proactively keeping abreast of regulatory developments and updating polices and procedures; ensuring that all business activities and registered personnel meet requirements of state and federal legal and regulatory agencies; and serving as a key leader in the Company. Executive Role In concert with other leaders, shape and reinforce a culture of compliance in support of the mission and values of the Company.Coordinate with the Legal Department regarding the identification and analysis of relevant newly enacted laws and regulations, SEC and other industry positions and court decisions.Assist with the preparation of annual departmental budgets and monthly business reviews, periodically analyze expense summaries and variances and compare to budgeted forecasts. Participate in the strategic and management planning activities of the organization. Participate within the senior management team in discussion of critical business management issues. Compliance Department Leadership Provide leadership and guidance to all staff within the Company’s Compliance Department in a way that will promote efficiency, creative thinking and teamwork, while balancing business concerns and regulatory requirements. Report regularly to key management and the Board of Directors on all compliance-related matters. Prepare and present annual compliance testing and remediation report to senior management as may be required by the Investment Advisers Act of 1940 (“the Advisers Act”). Report test results to senior management and the Board of Directors as appropriate. Provide general leadership and enterprise support for all areas within the Company by participating in committees (e.g., Risk Committee; Conflicts Committee), task forces, product reviews and other compliance activities. Serve as a knowledge resource for all business lines. Ensure there is the appropriate level of compliance-related regulatory oversight of the day-to-day operational, sales, and marketing activities of the RIA and B/D businesses. Compliance Operations and Communication Oversee the management of all compliance issues, including: regulatory compliance; quality control; continuing education/tracking; and privacy. Oversee the regulatory supervision of the Company. Modify (as necessary) and maintain the Company’s compliance program to prevent, detect, and correct violations of securities laws and regulatory guidance, including but not limited to SEC, FINRA, federal and state regulations, the Advisers Act and other statutes, pronouncements and guidance, as applicable. Manage the review and approval program for Company advertising (e.g., sales literature, marketing materials, radio program content, seminar presentations, newsletters, awards applications and questionnaires, database content and other communications). File appropriate advertising materials with FINRA as necessary. Work with management and operational departments to develop, update, maintain and monitor policies and procedures to ensure that the Company is in compliance with applicable laws and regulatory guidance. Ensure the appropriate safeguards are in place to prevent, detect, and make corrections to any compliance failures. Create protocols for, and carry out reviews (not less than annually) of, policies and procedures to determine effectiveness of compliance procedures. Develop and lead employee training sessions on internal compliance policies and regulatory compliance issues. Foster a culture of compliance. Conduct an enterprise-wide monitoring and testing program covering identified compliance risks. Monitor activities for errors, violations or risks, and take corrective action if necessary. Serve as the head of the Company’s Anti-Money Laundering (“AML”) program with full responsibility for ensuring compliance with AML Rules and Regulations. Conduct Code of Ethics monitoring and oversight, as may be required by the Advisers Act. Manage the preparation and review process for the preparation of Form ADV (annually and for each required update). Regularly update performance disclosures and assist with annual performance audit. Develop and oversee regulatorily-required Continuing Education programs. Maintain records of policy changes, violations and other compliance required records. Work with the Operations team to address trading issues (e.g., errors, pricing, allocation, best execution, etc.) as needed. Risk Serve as a key leader in the Compnany’s risk management effort through committee / workgroup participation and through thoughtful, analytical, and consistent evaluation of the business risks facing the firm. Conduct risk assessments and manage the compliance monitoring and testing program for EMAP and advisors in accordance with regulatory expectations and best practices. Promote a risk-conscious environment while working with line management to achieve business goals, and prevent, detect and respond to violations of rules, regulations, or procedures. Regulatory Leadership Participate in, and respond to, various SEC, FINRA and state insurance department inquiries, including SEC and FINRA examinations and FINRA Advertising Regulation spot-checks. Serve as firm liaison with SEC, FINRA and other regulators for examinations and regulatory inquiries. Work in partnership with regulators in examinations. Lead the engagement of, and liaise with, third party firm(s) performing any policies and procedures reviews, audits, mock exams or the like. Essential Skill& Experience Requirements: The ideal person for this role should have senior managerial experience and knowledge in managing a compliance department, including: maintaining policies and procedures; overseeing compliance risk assessment processes; implementing compliance training programs; and monitoring and remediating potential violations of policy or law.IndustryA strong educational background including an undergraduate degree and a minimum of 15 years of relevant experience. Investment advisory compliance experience required. Experience in multiple areas of regulatory compliance and risks related to the rules and regulations of the SEC, FINRA, and other federal, state and local regulations and laws for broker dealer, investment advisory, insurance and wealth management. In-depth knowledge of Federal Securities regulations, e.g., the Advisers Act, Securities Exchange Act of 1934, FINRA and Municipal Securities Rulemaking Board, AML and Privacy rules. ERISA and DOL (Department of Labor) knowledge in the area of retirement plans is preferred. Thorough knowledge of the registered investment advisor industry, from a product, corporate governance, compliance and administrative perspective. Comprehensive knowledge of regulatory examination procedures used to evaluate applicable compliance-related federal / state laws and regulations. Significant experience with coordinating regulatory exams, handing all types of inquiries and audits, and preparing responses. In-depth experience and ability to manage the annual Form ADV process. Experience developing and implementing comprehensive compliance training programs within a multi-branch firm. Ability to read and interpret regulatory statutes and client guidelines. Additional RequirementsBachelor's degree in Legal, Finance, Accounting or business required. Series 7, 24, 63, and 65 registrations required.Effective leadership and partnership skills and the ability to positively influence outcomes, particularly in difficult matters.Exceptional interpersonal skills, as necessary to work effectively with executive colleagues and staff at all levels.Strong problem-solving skills and the ability to confront conflict and difficult issues in a professional, assertive and proactive manner.Excellent organizational, written, verbal and presentation skills including the ability to interpret and communicate compliance guidance internally and to effectively communicate with regulators.Excellent organizational and project management skills demonstrating the ability to meet or exceed deadlines, prioritize, multi-task, and maintain flexibility in fast-paced, changing environment.Strong data management acumen to collect and evaluate financial, transactional or other data to determine trends, recommend& implement change performance awareness.Ability to operate efficiently in a small dynamic work environment.Thorough understanding of the Securities Act of 1933, the Securities Act of 1934, and the Advisers Act.Ability to translate theory/rule into realistic and useful business practice is essentialStrong analytical skills and high attention to detail.Ability to manage a broad range of compliance functions.Proficiency in essential computer applications (MS Outlook, MS Word, MS Excel, MS PowerPoint) used to communicate ideas, concepts and detail in a professional business environment, and other legal and compliance technology tools.For more information: www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial Services has an employment at-will policy.
Peoplesoft Financial Tester
Insasys LLC - Herndon
May 25, 2017 -
Hi GreetingsHope you are doing wellPlease find the requirement mentioned below and let me know your interest. Position : Peoplesoft...
Hi GreetingsHope you are doing wellPlease find the requirement mentioned below and let me know your interest. Position : Peoplesoft Financial Tester Location : Herndon VA Duration: 12+ months Description:Strong experience working as PeopleSoft FSCM TesterExperience on PeopleSoft 8.x to 9.xExperience on PeopleSoft GL, Procurement, AP, AR and Project Costing Testing Thanks,Ramu201-###-####AP, GL, AR
PeopleSoft Financial Tester
Softnice - Herndon
May 25, 2017 -
Job Title: PeopleSoft Financial TesterLocation: Herndon, VALong Term Need PeopleSoft Financial Tester with AR,GL, AP skillWork with...
Job Title: PeopleSoft Financial TesterLocation: Herndon, VALong Term Need PeopleSoft Financial Tester with AR,GL, AP skillWork with Business Users to determine existing business processAnalyze, document, and evaluate alternative solutions within a team environment.PeopleSoft, Tester, AR, GL, AP
Financial PeopleSoft Tester
Sriven Technologies, LLC - Herndon
May 25, 2017 -
One of our Client in Virginia is looking for Financial Tester with strong PeopleSoft ExperiencePlease send resume to ...@Financial...
One of our Client in Virginia is looking for Financial Tester with strong PeopleSoft ExperiencePlease send resume to ...@Financial PeopleSoft Tester
Signal Financial Federal Credit Union - Kensington, MD
May 17, 2017 -
Internal Auditor – Kensington, MD Position Description This position will perform internal audits to support the credit union in the...
Internal Auditor – Kensington, MD Position Description This position will perform internal audits to support the credit union in the achievement of its objectives including compliance with applicable regulations. Specifically, by maintaining independence and objectivity, staying abreast of key developments in the organization and the industry and developing productive, trust based relationships with the lines of business within the credit union; this position will support the achievement of organizational objectives. Position Responsibilities Perform risk-based operational, financial and compliance audit activities inclusive of planning, fieldwork and reporting.Obtain, analyze and evaluate accounting documentation, policies, procedures, previous reports, data, flowcharts etc. to develop a thorough understanding of processes under review and identify potential control weaknesses or compliance issues.Develop customized audit programs as needed to document the planning, fieldwork and reporting conducted.Comprehend issues, draw conclusions and make sound judgments in a timely manner. Sort through the detail, determine root causes and subtle relationships and work with Risk Manager to develop recommendationsPrepare and present unbiased and well supported reports that reflect audit results with respect to audit objectives as well as realizable recommendations to remediate findings.Work with the Risk Manager to develop and execute the credit union’s audit plan.Communicate effectively and professionally to articulate audit findings and risk areas verbally and in writing.Conduct audit follow-up.Commit to continuous learning and knowledge development regarding credit union industry, regulations, best practices, tools, techniques and performance standards.Self-starter that can work effectively with minimal supervision, under tight deadlines.Work on special projects as assigned. Position Requirements BA/BS in Business Administration, Accounting, Finance or equivalent experienceProfessional designation, e.g. CPA, CIA, CFE, or CISA preferredMinimum 2-3 years’ experience in Internal Audit, a financial analyst role and/or risk managementExperience in the credit union industry highly desiredKnowledge of NCUA Regulations and risk management techniques highly desiredStrong MS Excel and MS PowerPoint skills required.Visio a plusWorking knowledge of Jack Henry Symitar preferredExperience performing data extraction preferred and ability to conduct research requiredAbility to use diplomacy to affect change and create buy inStrong attention to detailStrong organizational skillsStrong verbal and written communication skills to include trust, discretion and confidentially and the ability to successfully tailor communications according to the audience.Understanding of financial statements and auditing practices, as well as accounting principles, general business processes, standards, techniques and proceduresWorking knowledge of audit procedures, planning, and test/sampling methods.Detail oriented and ability to maintain independence and objectivity.Ability to self-direct in managing day-to-day tasks accurately and within specified timeframes.Ability to proactively pursue and develop a sound understanding of Signal Financial FCU’s products and services. The list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities that management may deem as necessary.
Regional Client Service Supervisor
Edelman Financial Services - Silver Spring, MD
May 24, 2017 -
Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a Regional Client...
Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a Regional Client Service Supervisor. This position can be filled in our Ellicott City, Silver Spring, or Bethesda, MD offices.The Regional Client Service Supervisor will act as a resource for Client Service Associates (CSAs) and Financial Planners on Operational and Service related tasks. She/he serves as an intermediary among the Client Service Managers, various operations personnel, and the Financial Planning Teams as needed or when an issue is escalated. This person will also review and process new client information, maintain current client data, verify all client account maintenance functions, ensure client satisfaction and adhere to regulatory standards. The Supervisor is responsible for ensuring that his/her branches are fully staffed (including conducting interviews for new CSAs as needed) and fully compliant with corporate standards. Frequent travel is required within his/her region to inspect branches and ensure policies and procedures are being followed. She/he may supervise up to 20 Client Service Associates based on the number of branches in his/her region.Responsibilities:Actively participate in recruiting, hiring and training new Client Service Associates for branchesWork closely with manager to implement new policies and proceduresEvaluate and review all policies and procedures, offering suggestions to manager for improvements as necessaryEnsure that all policies and procedures are followedProvide leadership by becoming a resource for team membersMaintain schedules and approve time out of the office for employees to ensure adequate staffing in the departmentMonitor employee paid leave, including timeliness and accuracy in company tracking systemsComplete employee performance evaluations and makes increase recommendationsSupervise Client Service Associates in the following areas:Supporting Planner with new clients and related paperworkEstablishing client relationships and maintaining client satisfactionCommunicating daily with clients via telephone and email, providing account information and meeting client needsReviewing and processing all client paperwork and funds for new accountsProcessing checks through Check Tracker programPreparing follow-up sheets for new accounts; keeping track of new account flow using said follow-up spreadsheets as well as TDA Morning Report, VEO, and GMMaintaining records and filesPreparing client documents, reportsResearching client issuesProactively tracking investment fundingProviding superior client service by way of directly assisting clients with account activity and addressing concerns through follow-up and resolutionAttending company seminars and functions as required or help with any company project or activityComplying with all continuing educational requirementsVerifying clients have been invested in correct portfolio modelsResponsible for setting an example for other department employees by observing appropriate working hours in relation to department and client workload conditionsMaintaining compliance with all corporate and regulatory standardsRequirements:Minimum 2-5 years financial services industry experience at a broker/dealer or registered investment advisory firm2 years supervisory experience highly preferredSeries 7, 63, and 24 is required, or must be obtained within first 6 months of employmentSeries 65 or 66 is preferredBachelor’s Degree in Finance or related field preferred, or equivalent industry experienceAbility to effectively lead and motivate a team towards accomplishing common goalsAbility to prioritize and manage multiple deadlines is essentialMust be detail orientedExcellent client service and communication skills requiredRequires effective oral and written communication skills, excellent interpersonal skills, and computer literacyCritical thinking and multi-tasking skills requiredExcellent organizational skillsAdaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected eventsAbility to work in a team environment is essentialMust be computer literate and proficient in Windows, Word, and ExcelMust be able to frequently travelFor more information:www.edelmanfinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial Services has an employment at-will policy.
IT Systems Administrator
Signal Financial Federal Credit Union - Kensington, MD
May 14, 2017 -
IT Systems Administrator – Kensington, MD Position DescriptionThe System Administrator primarily supports various computer systems that...
IT Systems Administrator – Kensington, MD Position DescriptionThe System Administrator primarily supports various computer systems that the credit union owns and operates. Position ResponsibilitiesSystem Administration:On a regular basis, this position is responsible for maintain and troubleshooting credit unions servers and workstations. This includes a wide variety of server hardware and software platforms. Platforms could include, but is not limited to; IBM AIX, Microsoft Windows (Workstation and Server), Linux, and other operating systems. This includes creating well documented system diagrams, as well as department policies and procedures.Disaster Recovery:On a regular basis, this position is responsible for maintain and troubleshooting the credit unions Disaster Recovery servers and workstations.This will include having a full understanding of how to fail over to the credit unions backup systems in the event of a disaster.This includes creating well documented system diagrams, as well as department policies and procedures.Overall IT Knowledge:On a regular basis, this position requires a familiarization of all aspects of IT that includes, but is not limited to; low voltage cabling plants, patch panels, CAT5e cabling, fiber optic cabling, power requirements, etc.System Maintenance:On a regular basis, this position is response for ensuring the system is up to date and compliant.This will include applying the latest version of code released by Symitar as well as maintain the system operating system.Project Management:On a periodic basis this position will be working on multiple projects at the same time and will need to have strong organizational skills and the ability to multi-task.Policies and Procedures:On a regular basis, this position must comply with ALL credit union security policies.Cross Training:On a periodic basis, the position will be responsible for mentoring and cross training other members of the IT staff, as well as being receptive to receiving training from other members of the IT staff or other third party vendors.Business Analyst:On an occasional basis, this position is responsible for attending meetings as required representing the capabilities and potential solutions that IT can provide the various business units.Vendor Relationships:On an occasional basis, this position is responsible for managing and maintaining healthy third party vendor relationships.Compliance Training:On an annual basis, must pass all required Bank Secrecy Act (BSA) and credit union tests.Other duties as assigned.Position RequirementsHigh school diploma or equivalent.College degree preferredMCSE desired3+ years of credit union / financial experience / various IT positions3+ years of System Admin experienceKnowledge of Symitar’s EpisysFamiliarization with Jack Henry products such as, Synapsis, Synergy, ARCU, and ProfitStarsMS SQLMS ExchangeMS ServerExceptional ability to handle and prioritize multiple projects / tasksDiplomacy and tactMust have a positive / can do attitudeExceptional organizational skillsInnovative thinkerExceptional verbal and written communication skillsStrong analytical and problem-solving skills – ability to think “outside the box”Strong attention to detailFamiliarization with Symitar products and services – i.e. Synapsis, Synergy, ProfitStars, OPCON, ARCU is desiredStrong interpersonal skillsPC / Telephone / Microsoft Project / Microsoft Office SuiteMust have a valid state issued driver’s license as travel may be required to support branches.Company vehicle is provided for travel to branches.The ability to lift 35 lbs. Ability to install and move equipment to include reaching, climbing or balancing; stooping, kneeling, crouching, or crawling. The ability to drive a corporate vehicle to remote locations.Work ScheduleMonday through Friday, some evenings and weekends as needed by projects The list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities that management may deem as necessary.
IT Network Engineer
Signal Financial Federal Credit Union - Kensington, MD
May 14, 2017 -
IT Network Engineer – Kensington, MD Position DescriptionThe Network Engineer position primarily supports the credit unions data and...
IT Network Engineer – Kensington, MD Position DescriptionThe Network Engineer position primarily supports the credit unions data and voice networks. In addition, this position also serves as the credit union System Architect. Position Responsibilities Network Engineering – On a regular basis, this position is response for managing the credit unions LAN/WAN – MPLS/PTP network.This includes creating well documented network and system diagrams, as well as department policies and procedures. Primary systems will include routers, switches, firewalls, Intrusion Detection Systems, and Intrusion Protection Systems.Operating Systems must be kept up to date and compliant.System Architect – On a regular basis, this position will research, design, implement and train IT staff on various technologies being deployed by the credit union.This will include VMWare, Terminal Services, and SAN technologies.This includes creating well documented system diagrams, as well as department policies and procedures.Operating Systems must be kept up to date and compliant.Security / Audit / Disaster Recovery – On a regular basis, this position will perform preventative and fault isolation maintenance for network communications and server hardware; maintain production and test databases to meet redundancy and project requirements; audit systems for critical updates on a monthly basis, or each time a major threat is announced.This includes creating well documented system diagrams, as well as department policies and procedures.Project Management – On a regular basis this position will be working on multiple projects at the same time and will need to have strong organizational skills and the ability to multi-task.Compliance Training – On an annual basis, must pass all required Bank Secrecy Act (BSA) and credit union tests.Other duties as assigned. Position RequirementsExperience4+ years of credit union / Network Engineering experienceIn-Depth experience with MPLS / various communication protocols Education4 year college degree or comparable work experienceCCNA Preferred SkillsExceptional ability to handle and prioritize multiple projects / tasksDiplomacy and tactMust have a positive / can do attitudeExceptional organizational skillsInnovative thinkerExceptional verbal and written communication skillsStrong analytical and problem-solving skills – ability to think “outside the box”Strong attention to detailStrong interpersonal skills Software, EquipmentPC / Telephone / Microsoft Project / Microsoft Office Suite Physical Demands / Work EnvironmentMust have a valid state issued Driver’s LicenseThe ability to lift 35 lbs. Ability to install and move equipment to include reaching, climbing or balancing; stooping, kneeling, crouching, or crawling. The ability to drive a corporate vehicle to remote locations. Other pertinent information specific to positionThe ability to travel occasionally Work ScheduleM-F day, some evenings and weekends as needed by projects The list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities that management may deem as necessary.
Consumer Lending Manager
Signal Financial Federal Credit Union - Kensington, MD
May 14, 2017 -
Consumer Lending Manager - Kensington, MDThe Consumer Lending Manager is responsible for the successful management of all aspects of...
Consumer Lending Manager - Kensington, MDThe Consumer Lending Manager is responsible for the successful management of all aspects of consumer lending operations, from loan set-up through funding, for all channels including branch, online, telephone and auto indirect. The incumbent provides leadership, guidance, and support to the team, and ensures administrative and operational compliance with regulatory requirements and Signal Financial FCU policies and procedures. Position Responsibilities:Operations ExecutionEnsure the thorough and responsible underwriting of all loans in compliance with SFFCU guidelinesDesign and implement work flow processes and practices from set-up through post-closing that result in efficient and accurate loan processing and closing and ensures the highest levels of productivity and qualityWork with SVP of Consumer & Real Estate Lending on product development efforts including creation and maintenance of program guidelines and loan documents as well as systems enhancements to both the LOS and online applicationsWork with the SVP of Consumer & Real Estate Lending, develop strategic direction, set productivity goals and turn-time requirements to ensure collaboration to maximize funding volume while maintaining strict adherence to SFFCU policies and guidelinesProvide guidance in resolving complex or challenging loan transactions to yield the best possible outcome while giving staff the opportunity to develop and recommend the solutionManage and forecast staffing needs to support the changing demands of production levelsProvide training and guidance to ensure the department is in compliance with all standard operating procedures, fair lending practices, and federal and state regulationsMaintain responsibility for quality assurance review responsesMonitor quality assurance and timeliness of workflow by:Perform staff audits to determine if inconsistencies existAnalyze and monitor team workflowImplement procedures and guidelines for uniformity and quality standardsEnsure adherence to regulatory and compliance requirementsResponsible for the administration of all aspects of SFFCU’s loan origination system including but not limited to document creation and maintenance, interfaces with third parties, data integrity, implementation of system and software updates, training and workflow design to ensure optimal performanceMaintain knowledge of current industry practices and trends; identify opportunities for improvements of established practices and customer satisfaction. Member ServiceProvide leadership, training and coaching to operations staff to ensure the highest level of member service throughout the processAssist, as necessary, with the resolution of any customer service issues escalated to management level and exercise professional judgment in further escalating to the SVP of Consumer & Real Estate Lending only when necessaryRespond to all escalated loan-level scenarios promptly and thoroughly, and communicate resolved issues to all stakeholders to further improve processes and/or avoid similar problems from arising in the futureEstablish customer service delivery standards and monitor service levels against such standards on a regular basis Staff Development, Coaching and TrainingRecommend staffing levels and personnel actions such as hiring, promotions, transfers, salary actions, staff training and separationsAccountable for recruiting, hiring, developing and retaining qualified, high-performing operations staffDevelop staff through a combination of goal-setting, delegation, training, coaching and performance management to ensure all employees have the knowledge, skills, and abilities to meet performance quality and productivity targetsPerformance management activities include, but are not limited to: performance reviews, performance improvement plans, coaching and training, scheduling work hours, and cross-trainingManage, monitor and provide feedback on the achievement of performance goals, productivity, efficiency, and quality of work product Position RequirementsHigh School Diploma or GED required.College degree preferredA minimum of five to ten years of consumer lending operations experience requiredA minimum of two years of experience in an operations management role requiredMust demonstrate a thorough knowledge of SFFCU guidelines as well as credit union lending policies, procedures, and regulationsMust possess a thorough understanding of the requirements and features of the consumer loan programs offered by SFFCUExcellent oral and written communication skills requiredStrong loan math calculation skills including the use of automated spreadsheet development and basic analytics requiredSolid time management skills and the ability to organize prioritize and perform multiple tasks simultaneouslyAbility to communicate clearly and effectively, both verbally and in writing, across a variety of audiencesProficiency with Microsoft office suite including Outlook, Word, and ExcelAbility to learn and work in a fast-paced work environment The list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities that management may deem as necessary.