Business & Professional Industries

Loan Officers

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans.

A Day In The Life

Business & Professional Industries Area of Interest

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Salary Breakdown

Loan Officers

Average

$62,730

ANNUAL

$30.16

HOURLY

Entry Level

$29,050

ANNUAL

$13.97

HOURLY

Mid Level

$52,530

ANNUAL

$25.26

HOURLY

Expert Level

$101,380

ANNUAL

$48.74

HOURLY


Current Available & Projected Jobs

Loan Officers

109

Current Available Jobs

12,300

Projected job openings through 2030


Sample Career Roadmap

Loan Officers

Job Titles

Entry Level

JOB TITLE

Junior Loan Processor/Assistant

Mid Level

JOB TITLE

Processor/Officer

Expert Level

JOB TITLE

Senior/Chief Lending Officer

Degree Recommendations


Top Expected Tasks

Loan Officers


Knowledge, Skills & Abilities

Loan Officers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Speaking

SKILL

Judgment and Decision Making

SKILL

Reading Comprehension

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Near Vision

ABILITY

Written Expression


Job Opportunities

Loan Officers

  • Senior Lead Business Execution Consultant - Relationship Management RAU Owner
    Wells Fargo    CHANDLER, AZ 85286
     Posted about 5 hours    

    **About this role:**

    Wells Fargo is seeking a Relationship Management Risk Assessable Unit Leader (RAU-7211) within Consumer, Small and Business Banking (CSBB) as we optimize our branch operating model, strengthening operational excellence, and aligning with Risk and Control Self-Assessment (RCSA) policy requirements.

    Learn more about our career areas and business divisions at wellsfargojobs.com.

    This leader will be responsible for management of RAU activities specific to branch banking focused on growing and deepening new (prospective customers) and existing customer relationships. This includes customer outreach provided by bankers using Customer Relationship View (CRV), discover needs conversations (product, financial review, and investment referral paths), and customer referrals (both outgoing and incoming and including teller-to-banker, banker-to-banker, and banker to partner). These activities leverage a structure referred to as the Behavior Framework designed to guide branch banking employees on how to interact with prospective customers and existing customers in branch interactions.

    Risk Assessable Unit (RAU) Owners are accountable for developing a culture of proactive accountability while demonstrating ownership of business risk decisions for all stages of the RAU's RCSA lifecycle. They affirm that their RCSA accurately reflects risk exposure and control effectiveness. In addition, RAU Owners identify trigger events and perform off-cycle RCSA reviews.

    **RAU owners should be able to:**

    + Communicate powerfully and prolifically to senior and executive leaders and simplify the complex.

    + Influence without direct authority, create and manage (while achieving results) large-scale change and influence people at all levels of the organization.

    + Build and maintain strong credible relationships with key stakeholder groups including executive management, regulatory examiners, and internal auditors.

    + Demonstrate an understanding of our risk and controls within processes to drive a consistent and effective approach to identifying risks.

    + Facilitate risk and control assessments of sufficient quality to understand and manage exposure to regulatory, compliance, operational, reputational, and customer experience risks.

    **In this role, you will:**

    + Partner extensively with groups from National Advice & Acquisition (NAA), technology, senior management, control, issue management, marketing, legal, risk and compliance.

    + Lead risk remediation efforts involving the RAU processes and behaviors resulting from identification of issues by legal, risk, and control partners including projects, changes and necessary executive read outs.

    + Collaborate with and support process owners in operational excellence, issue management, and process improvement.

    + Engage in complaint/escalation work when and where needed

    + Participate in audit and testing reviews with team for assigned processes from emerging risk to validation and closure.

    **Required Qualifications, US:**

    + 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + A clear understanding of processes, risks, controls, risk assessments, risk, and control self-assessment (RCSA), and legal and compliance requirements

    + Effective communicator, both orally and in writing; able to ask well-crafted questions and present ideas in a clear and compelling manner; good listener who engenders creative thinking and teamwork; communicate effectively amongst diverse, differing, competing, and/or conflicting perspectives.

    + Good analytical skills with high attention to detail and accuracy

    + Enterprise experience in banking or financial services

    + Ability to analyze, problem solve with demonstrated excellence at identifying stakeholders, understanding needs, and driving decision- making/resolution through a consensus building approach.

    + Ability to manage change and operate independently and collaboratively.

    + Proven collaboration and ability navigating formal and informal channels; demonstrated success in leading, influencing, and building strong internal/external business relationships in a heavily matrixed organization.

    **Job Expectations:**

    + This position offers a hybrid work schedule.

    + Ability to travel up to 25% of the time.

    This position is not eligible for Visa sponsorship.

    **Posting Locations:**

    + 401 S Tryon St - Charlotte, North Carolina 28282

    + 2700 S Price Rd - Chandler, Arizona 85286

    + 150 E 42nd St - New York, New York 10017

    + 250 E John Carpenter Frwy - Irving, Texas 75062

    + 550 S 4th St - Minneapolis, Minnesota 55415

    Required locations listed above. Relocation assistance may be available for this position.

    **Pay Range:**

    + New York City, New York: $138,500-$287,600 annual base

    Salary range is determined by location of the job. May be considered for a discretionary bonus.

    Please note: Job posting may come down early due to volume of applicants.

    **Pay Range**

    $120,400.00 - $287,600.00

    **Benefits**

    Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

    + 401(k) Plan

    + Paid Time Off

    + Parental Leave

    + Critical Caregiving Leave

    + Discounts and Savings

    + Health Benefits

    + Commuter Benefits

    + Tuition Reimbursement

    + Scholarships for dependent children

    + Adoption Reimbursement

    **Posting End Date:**

    13 May 2024

    *** Job posting may come down early due to volume of applicants.**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-366372-2

    **Updated:** Mon May 06 00:00:00 UTC 2024

    **Location:** CHANDLER,Arizona


    Employment Type

    Full Time

  • Senior Lead Product Manager - Portfolio Manager
    Wells Fargo    PHOENIX, AZ 85067
     Posted about 5 hours    

    **About this role:**

    Wells Fargo is seeking a Senior Lead Product Manager to join our product management team in Small and Business Banking Lending. This role will be a key leader on the Small and Business Banking product lending team and will be responsible for overall portfolio management of the small business lending portfolio. The Portfolio Manager will define our overall portfolio strategy, and work with internal business partners such as risk management, credit risk, analytics, product management, pricing and marketing to deliver and execute the strategy. The Lending Portfolio Manager will be expected to leverage internal and external industry data and trends to guide development of the strategy, as well as use economic environmental data. Learn more about the career areas and lines of business at wellsfargojobs.com

    **In this role, you will:**

    + Advise experienced leadership to develop or influence business plans, business requirements, direct product design and implementation for complex business and technical needs

    + Oversee overall product management and strategic focus for the most technical, complex and diverse products and services

    + Lead the strategy and resolution of complex and unique challenges requiring in-depth understanding of potential synergies, opportunities companywide

    + Deliver solutions that are long-term, large scale, and require consideration of global market dynamics, trends, regulatory impact, and risk management

    + Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are strategically focused for diverse product lines

    + Articulate product vision, define scope, prioritize backlog, establish goals, and provide direction for teams to design, develop, and deliver technology and processes for updating, upgrading technologies and vendor relationships

    + Engage with leaders, stakeholders, subject matter experts, scrum masters, project managers and delivery team companywide

    + Serve as an adept advisor to leadership

    **Required Qualifications:**

    + 7+ years of Product Management, product development, strategic planning, process management, change delivery, or agile product owner experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Consumer or small business credit product management

    + Credit experience- managing a credit lending portfolio from a product standpoint

    + Able to interpret data, define and request needed analytics and create data driven strategies

    + Experience with successfully consulting, influencing and partnering in matrixed environment

    + Expertise in turning strategy into an execution plan and driving execution

    + Excellent verbal, written, and interpersonal communication skills

    **Job Expectations:**

    + This position offers a hybrid work schedule.

    + This position is not eligible for Visa sponsorship.

    **Locations:**

    + 250 E John Carpenter Freeway Irving, TX

    + 401 S Tryon St Charlotte, NC

    + 1525 W WT Harris BLVD Charlotte, NC

    + 2600 S Price Rd Chandler, AZ

    + 11601 N Black Canyon HWY Phoenix, AZ

    + 2222 W Rose Garden Phoenix, AZ

    + Required locations listed above. Relocation assistance is not available for this position.

    **Job posting may come down early due to volume of applicants. **

    **Posting End Date:**

    11 May 2024

    ***Job posting may come down early due to volume of applicants.**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-366247-4

    **Updated:** Mon May 06 00:00:00 UTC 2024

    **Location:** PHOENIX,Arizona


    Employment Type

    Full Time

  • Senior Lead Product Manager - Portfolio Manager
    Wells Fargo    CHANDLER, AZ 85286
     Posted about 5 hours    

    **About this role:**

    Wells Fargo is seeking a Senior Lead Product Manager to join our product management team in Small and Business Banking Lending. This role will be a key leader on the Small and Business Banking product lending team and will be responsible for overall portfolio management of the small business lending portfolio. The Portfolio Manager will define our overall portfolio strategy, and work with internal business partners such as risk management, credit risk, analytics, product management, pricing and marketing to deliver and execute the strategy. The Lending Portfolio Manager will be expected to leverage internal and external industry data and trends to guide development of the strategy, as well as use economic environmental data. Learn more about the career areas and lines of business at wellsfargojobs.com

    **In this role, you will:**

    + Advise experienced leadership to develop or influence business plans, business requirements, direct product design and implementation for complex business and technical needs

    + Oversee overall product management and strategic focus for the most technical, complex and diverse products and services

    + Lead the strategy and resolution of complex and unique challenges requiring in-depth understanding of potential synergies, opportunities companywide

    + Deliver solutions that are long-term, large scale, and require consideration of global market dynamics, trends, regulatory impact, and risk management

    + Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are strategically focused for diverse product lines

    + Articulate product vision, define scope, prioritize backlog, establish goals, and provide direction for teams to design, develop, and deliver technology and processes for updating, upgrading technologies and vendor relationships

    + Engage with leaders, stakeholders, subject matter experts, scrum masters, project managers and delivery team companywide

    + Serve as an adept advisor to leadership

    **Required Qualifications:**

    + 7+ years of Product Management, product development, strategic planning, process management, change delivery, or agile product owner experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    **Desired Qualifications:**

    + Consumer or small business credit product management

    + Credit experience- managing a credit lending portfolio from a product standpoint

    + Able to interpret data, define and request needed analytics and create data driven strategies

    + Experience with successfully consulting, influencing and partnering in matrixed environment

    + Expertise in turning strategy into an execution plan and driving execution

    + Excellent verbal, written, and interpersonal communication skills

    **Job Expectations:**

    + This position offers a hybrid work schedule.

    + This position is not eligible for Visa sponsorship.

    **Locations:**

    + 250 E John Carpenter Freeway Irving, TX

    + 401 S Tryon St Charlotte, NC

    + 1525 W WT Harris BLVD Charlotte, NC

    + 2600 S Price Rd Chandler, AZ

    + 11601 N Black Canyon HWY Phoenix, AZ

    + 2222 W Rose Garden Phoenix, AZ

    + Required locations listed above. Relocation assistance is not available for this position.

    **Job posting may come down early due to volume of applicants. **

    **Posting End Date:**

    11 May 2024

    ***Job posting may come down early due to volume of applicants.**

    **We Value Diversity**

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    **Applicants with Disabilities**

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    **Drug and Alcohol Policy**

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    **Company:** WELLS FARGO BANK

    **Req Number:** R-366247-2

    **Updated:** Mon May 06 00:00:00 UTC 2024

    **Location:** CHANDLER,Arizona


    Employment Type

    Full Time

  • Consultant, HR Technology Portfolio Management (Remote Consideration)
    Lincoln Financial Group    Phoenix, AZ 85067
     Posted about 6 hours    

    **Alternate Locations:** Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Work from Home

    **Work Arrangement:**

    Remote : Work at home employee residing outside of a commutable distance to an office location.

    **Relocation assistance:** is not available for this opportunity.

    **Requisition #:** 73085

    **The Role at a Glance**

    The focus of the Consultant, HR Technology Portfolio Management revolves around supporting activities related to the testing, support, maintenance, and ongoing governance of HR Applications. They provide more complex business analysis and support services to Human Resources assisting with the successful design, intake, planning and governance of more complex HR automated solutions.

    **What you'll be doing**

    + Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.

    + Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.

    + Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for their assigned area(s) of responsibility.

    + Identifies and recommends process improvements that significantly reduce workloads or improve quality for their assigned area(s) of responsibility.

    + Consults/Analyze on more complex assignments and/or projects for their assigned area(s) of responsibility.

    + Consults/Analyze on more complex assignments and/or projects within the intake, planning and governance process for HR Application support.

    + Serves as a resource to provide knowledge in all areas of requirement gathering, defining business specifications, planning , project coordination, overall HR Application governance and testing HR Applications.

    + Consults and acts as a resource to support the day-to-day maintenance of HR Technology solutions, implementation of new features and functionalities, upgrades, integrations and/or extensions of HR Technology solutions.

    + Provides input on proactive approaches using HR technology solutions to solve business needs/problems, while enhancing the understanding and acceptance of the HR technology capabilities.

    + Defines business requirements in partnership with CoE. Participates in individual/group business requirements meetings as needed.

    + Analyzes, reviews, and documents key system releases in the form of business requirements, workflow charts and system diagrams.

    + Drafts and maintains system and user documentation for enhancements and system modifications which may include end-user training materials and develops test plans.

    + Consults and acts as a resource of the HR Processes, HR Governance and HR Technology solutions that support the business.

    + Creates and maintains HR process maps, templates and design documentation.

    **What we’re looking for**

    + 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) in Human Resources (Minimum Required)

    + 3 - 5+ Years of HR applications experience or related applications support experience that directly aligns with the specific responsibilities for this role (Required)

    + Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

    + Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.

    **What’s it like to work here?**

    At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

    **What’s in it for YOU:**

    + Clearly defined career tracks and levels to help you successfully manage your career

    + Leadership development and virtual training opportunities

    + PTO/parental leave

    + Competitive 401K and employee benefits (https://hrdirectdocs.lfg.com/misc/HR/Recruiting/BenefitsResourcesGuide.pdf)

    + Free financial counseling, health coaching and employee assistance program

    + Tuition assistance program

    + A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

    + Effective productivity/technology tools and training

    **Pay Range:** $67,000 - $120,700

    Actual base pay could vary based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

    **About The Company**

    Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection and retirement plan services. As of December 31, 2023, the company had $295 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, Pa., Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Learn more at LincolnFinancial.com.

    Lincoln is committed to creating a diverse and inclusive (https://www.lfg.com/public/aboutus/companyoverview/diversityinclusion?audience\_page\_id=1422918942386) environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

    Follow us on Facebook (http://www.facebook.com/lincolnfinancialgroup) , X (https://mobile.twitter.com/lincolnfingroup) , LinkedIn (https://www.linkedin.com/company/4307?trkInfo=tas%3Alincoln+financial%2Cidx%3A3-1-3&trk=tyah) , and Instagram (https://www.instagram.com/lincolnfingroup/) . For the latest company news, visit our newsroom (https://www.lincolnfinancial.com/public/aboutus/newsroom) .

    **Be Aware of Fraudulent Recruiting Activities**

    If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

    Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious.

    **Additional Information**

    This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

    Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

    Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

    This Employer Participates in E-Verify. See the E-Verify (https://www.e-verify.gov) notices.

    Este Empleador Participa en E-Verify. Ver el E-Verify (https://www.e-verify.gov/es) avisos.

    Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.


    Employment Type

    Full Time

  • Mortgage Loan Officer -Phoenix, AZ
    PNC    Scottsdale, AZ 85258
     Posted 1 day    

    **Position Overview**

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in the greater Phoenix, AZ market.

    Ideal candidates will have a proven history of mortgage production.

    **Job Description**

    + Recommends loan solutions in accordance with lending guidelines and clients' requirements. Leads daily loan activities of a small, high-performing mortgage loan officer team.

    + Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients.

    + Leads a team to develop and prepare loan solutions and refers products and services. Reviews documentation to ensure compliance. Manages own and team's pipeline for efficiency.

    + Collaborates with internal and external stakeholders to complete mortgage transactions.

    + Collects and analyzes customer financial information for multifaceted and/or complex borrowers.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

    + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

    **Competencies**

    Customer Experience Management. – Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.

    Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

    Financial Analysis – Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material.

    Loan Origination – Knowledge of the skills, methods and technologies used to process new loan applications; ability to perform loan origination activities while adhering to established policies and procedures.

    Matrix Management – Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines.

    Mortgage Products. – Knowledge of and ability to utilize commercial and residential mortgage instruments available in the branch and apply them to specific situations.

    Sales Tasks And Activities – Knowledge of and the ability to sell an organization's products and services.

    Scheduling Work and Activities – Knowledge of the schedule creation process; ability to develop and maintain a workable schedule to accomplish the overall goals of day-to-day operations.

    Selling. – Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.

    **Work Experience**

    Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    No Degree

    **Additional Job Description**

    **Benefits**

    PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

    **Disability Accommodations Statement:**

    **If an accommodation is required to participate in the application process, please contact us via email at** **[email protected]** **. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and** **say "Workday"** **for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.**

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    **Equal Employment Opportunity (EEO):**

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    **California Residents**

    Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


    Employment Type

    Full Time

  • Mortgage Loan Officer -Phoenix, AZ
    PNC    Phoenix, AZ 85067
     Posted 1 day    

    **Position Overview**

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in the greater Phoenix, AZ market.

    Ideal candidates will have a proven history of mortgage production.

    **Job Description**

    + Recommends loan solutions in accordance with lending guidelines and clients' requirements. Leads daily loan activities of a small, high-performing mortgage loan officer team.

    + Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients.

    + Leads a team to develop and prepare loan solutions and refers products and services. Reviews documentation to ensure compliance. Manages own and team's pipeline for efficiency.

    + Collaborates with internal and external stakeholders to complete mortgage transactions.

    + Collects and analyzes customer financial information for multifaceted and/or complex borrowers.

    PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

    + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

    + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

    **Competencies**

    Customer Experience Management. – Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.

    Effective Communications – Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.

    Financial Analysis – Knowledge of and ability to read, interpret and draw accurate conclusions from financial and numerical material.

    Loan Origination – Knowledge of the skills, methods and technologies used to process new loan applications; ability to perform loan origination activities while adhering to established policies and procedures.

    Matrix Management – Ability to build and use effective working relationships within own department and across department, functional, and geographic reporting lines.

    Mortgage Products. – Knowledge of and ability to utilize commercial and residential mortgage instruments available in the branch and apply them to specific situations.

    Sales Tasks And Activities – Knowledge of and the ability to sell an organization's products and services.

    Scheduling Work and Activities – Knowledge of the schedule creation process; ability to develop and maintain a workable schedule to accomplish the overall goals of day-to-day operations.

    Selling. – Applies knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals. Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers.

    **Work Experience**

    Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    No Degree

    **Additional Job Description**

    **Benefits**

    PNC offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage (with a Health Savings Account feature); dental and vision options; employee and spouse/child life insurance; short- and long-term disability protection; maternity and parental leave; paid holidays, vacation days and occasional absence time; 401(k), pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about these and other programs, including benefits for part-time employees, visit pncbenefits.com > New to PNC.

    **Disability Accommodations Statement:**

    **If an accommodation is required to participate in the application process, please contact us via email at** **[email protected]** **. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and** **say "Workday"** **for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.**

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    **Equal Employment Opportunity (EEO):**

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    **California Residents**

    Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


    Employment Type

    Full Time

  • Manager, Digital Portfolio Management - Digital Banking
    American Express    Phoenix, AZ 85067
     Posted 1 day    

    **Description**

    **You Lead the Way. We’ve Got Your Back.**

    With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

    At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

    Join Team Amex and let's lead the way together.

    As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives. Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems. American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source. And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development. Find your place in technology of #TeamAmex.

    The ** Digital Banking Portfolio** is seeking a **Digital Portfolio Manager** to support the Payments portfolio management team. Payments’ mission is to power best-in-class issuer agnostics money movement experiences and business growth through innovative platform products and services. By seamlessly integrating solutions to power innovative payment experiences for AXP customers. Payments as a Service moves a TRILLION dollars in 27 markets covering 20 of the biggest schemes: (ACH, BACS, SEPA) with a roadmap to integrate with emergent Real Time Rails and hide the complexity of handling money. Also, a critical part of the roadmap is to develop greenfield capabilities such as bank account validation, intelligent payment orchestration and routing and bank partner integration to enable a world-class secure and seamless experience for our customers.

    In this role you will empower the Payments product and engineering teams through the introduction, management, and administration of efficient tools and processes. Design and establish business processes to enable product success. Create and maintain documentation and supporting material to ensure the efficient operations of the product teams. Maintain unified product domain backlogs and roadmaps and tracks initiatives across Product teams to meet timelines and identify risks and dependencies. Lead the product governance process to ensure products meet the needs of all relevant stakeholders.

    Responsibilities:

    + Conducts analyses and reports in support of effective operations of and planning activities for digital product management, special projects/initiatives and/or strategic/operational planning activities.

    + Facilitates intake & prioritization.

    + Schedules & facilitates portfolio.

    + Tracks and visualizes product outcomes with clearly defined metrics and targets.

    + Sends external communications on behalf of the portfolio to increase transparency across stakeholders and business partners.

    + Facilitates teamwork and alignment between cross-functional teams including engagement, design, analytics, engineering, and experimentation and helps to identify and resolve any risks in the plans.

    + Supports Annual & Strategic Planning

    + Institutionalizes the knowledge of outcomes and lean portfolio management best practices.

    + Identifies ways to improve and streamline agile operations.

    + Fosters collaboration and transparency between product and business teams

    + Develops tools and processes to improve the agile teams' ability to reliably execute and relentlessly innovate.

    + Keeps up to date with industry, competitor, Agile/SAFe methodologies, and latest trends.

    Qualifications:

    + 5 years of experience in Product Management, Lean Portfolio Management, or Project Management with proven record of accomplishment in defining winning product constructs and delivering a product roadmap.

    + Experience in Payments is preferred but not required.

    + In depth knowledge of Scaled Agile (SAFe) methodologies and lean processes

    + Proven record of accomplishment managing large, complex products with multiple partners

    + Leadership skills, including ability to establish and maintain effective working relationships with all levels within organization, internally and externally.

    + Ability to engage and influence technical and non-technical teams in a global organization.

    + Ensure that appropriate stakeholders are engaged in risk identification and mitigation.

    + Predict and identify risks/opportunities from interdependencies of product deliveries.

    + Excellent written & verbal communication

    + Problem solving, organizational and analytical skills.

    + Knowledge of financial services industry, banking industry, and associated products, a plus

    + Bachelor's degree in business administration, Industrial Engineering, Computer Science or Marketing is highly preferred.

    + Master’s Degree or MBA is a plus.

    **Qualifications**

    Salary Range: $90,000.00 to $165,000.00 annually bonus benefits

    The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.

    We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

    + Competitive base salaries

    + Bonus incentives

    + 6% Company Match on retirement savings plan

    + Free financial coaching and financial well-being support

    + Comprehensive medical, dental, vision, life insurance, and disability benefits

    + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

    + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

    + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

    + Free and confidential counseling support through our Healthy Minds program

    + Career development and training opportunities

    For a full list of Team Amex benefits, visit our Colleague Benefits Site .

    American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

    We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

    US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

    If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

    Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

    **Job:** Technology

    **Primary Location:** US-Arizona-Phoenix

    **Schedule** Full-time

    **Req ID:** 24007390


    Employment Type

    Full Time

  • Branch Manager - Tempe (AZ)
    Zions Bancorporation    Tempe, AZ 85282
     Posted 2 days    

    At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

    NBAZ is looking for an experienced Branch Manager with a talent and passion for business prospecting and client relationship development for our Tempe location.

    Top candidates will have an Arizona business savvy within Tempe and its neighboring communities. This position manages the sales and service functions within the branch.

    Essential Functions:

    + Responsible for developing and implementing external and internal sales and service programs to achieve branch goals, including business development.

    + Create a vital sales and service environment fostering teamwork with partners and other corporate departments.

    + Developing branch staff, expanding customer relationships, achieving sales goals, and exceeding customer service expectations.

    + Drive results in developing branch staff, expanding customer relationships, achieving sales goals and exceeding customer service expectations.

    + Responsible for overall branch performance.

    Qualifications:

    + High School diploma or equivalent is required. A Bachelor’s degree in a related field and 3+ years’ experience in management, business development, and banking operations, or other directly related experience is highly preferred. A combination of education and experience may meet requirements.

    + Proven track record with business development and retail banking sales success required.

    + Preferred candidate will be local, preferably in the Tempe or neighboring AZ community.

    + A thorough understanding of bank products and services, negotiable items, correspondent relationships, new account procedures, teller procedures, accounting and working with a diverse customer base.

    + Must be able to work a flexible schedule and have the ability to travel to surrounding branches in assigned territory, including NBAZ Phoenix Corporate Offices when required.

    + Salary, Bonus, and job level commensurate with experience.

    Benefits:

    + Medical, Dental and Vision Insurance - START DAY ONE!

    + Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.

    + Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.

    + Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.

    + 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.

    + Mental health benefits including coaching and therapy sessions.

    + Tuition Reimbursement for qualifying employees.

    + Employee Ambassador preferred banking products.

    Req ID: 064494

    Equal Opportunity Employer

    It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

    If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

    Click here to view applicable Federal, State and/or local employment law posters.


    Employment Type

    Full Time

  • Account & Relationship Management Executive
    Wolters Kluwer    Phoenix, AZ 85067
     Posted 2 days    

    **Location** : US Remote - Houston, Texas

    **Territory** : Covers Houston Metro, Galveston & Angelina, Texas

    The **Account & Relationship Management Executive** is a hybrid hunter/farmer role, responsible for both new business and renewals in the Healthcare Provider marketplace. Customer base includes but is not limited to hospitals, health systems, universities and clinics.

    Using a value proposition solution selling model, the **Account & Relationship Management** **Executive** will secure new business by partnering with Inside Sales, Sales Operations, and Customer Success Teams on the following:

    + Identifying target opportunities, building relationships with stakeholders and key decision makers, and determine opportunity accountability & responsibilities by role for active selling phase

    + Developing a customized product solution proposal, and conducting product demos

    + Coordinating with Inside Sales team for timely contract creation, terms and conditions development, quoting, and modifications

    + Closely managing the deal through closure, keeping management informed of any risks or delays

    The **Account & Relationship Management Executive** will also work to retain customers, and create cross-sell/up-sell opportunities in the existing customer base. This includes:

    + Conducting regular account review meetings; Reviewing account utilization management reporting to provide recommendations

    + Overseeing contract renewals driven by Inside Sales team

    + Collaborate with marketing in account communications planning and marketing campaigns

    **Job Qualifications:**

    **Education** :

    + Bachelor’s Degree or equivalent is required

    **Preferred** **Experience** :

    + 3+ years in a field sales role

    + Demonstrated ability to build relationships with and present to key decision-makers of hospitals and health systems

    + Proven track record of coordinating with Inside Sales representatives to advance opportunities in in territory

    + Excellent account management skills and ability to manage external and internal business priorities

    + Ability to demonstrate and communicate value of sophisticated and complex products/technologies

    + Highly motivated, with proven ability to over-achieve individual and team-based targets

    + Ability to construct, present and execute a Territory Business Plan

    **Other Knowledge, Skills, Abilities or Certifications** :

    + Excellent analytical, listening and presentation skills

    + Effective time management and prioritization skills

    + Exceptional verbal and communication skills

    + Excellent administrative and organizational skills and process-orientation

    + Expertise in Microsoft product suite and Salesforce preferred

    **​** **Travel requirements** :

    + Ability to travel up to 30%

    \#LI-Remote

    EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.


    Employment Type

    Full Time

  • IT Business Relationship Manager (Finance) (Remote Eligible)
    Mathematica    Phoenix, AZ 85067
     Posted 3 days    

    Position Description:

    Mathematica applies expertise at the intersection of data, methods, policy, and practice to improve well-being around the world. We collaborate closely with public- and private-sector partners to translate big questions into deep insights that improve programs, refine strategies, and enhance understanding. Our work yields actionable information to guide decisions in wide-ranging policy areas, from health, education, early childhood, and family support to nutrition, employment, disability, and international development. Mathematica offers our employees competitive salaries, and a comprehensive benefits package, as well as the advantages of being 100 percent employee owned. As an employee stock owner, you will experience financial benefits of ESOP holdings that have increased in tandem with the company’s growth and financial strength. You will also be part of an independent, employee-owned firm that is able to define and further our mission, enhance our quality and accountability, and steadily grow our financial strength. Learn more about our benefits here.**

    The *IT Business Relationship Manager (Finance)* will serve as a partner between the Information Technology department and the Finance function. The primary responsibility will be building strong relationships with key finance stakeholders, understanding their business needs, and align and deliver IT solutions to support and enhance Finance processes and initiatives. The individual will work from our office in Princeton, NJ, Washington, DC, or remote, and will play a pivotal role in driving the successful integration of technology within the Finance domain. They will contribute to the overall efficiency and effectiveness of Finance operations serving as the primary point of contact for all IT-related matters with Finance stakeholders.

    *Responsibilities:
    *

    * Develop and maintain strong relationships with Finance leaders and stakeholders to gain a deep understanding of their vision, objectives, challenges, and operational processes.
    * Proactively identify opportunities where IT can support Finance functions, add value, improve efficiencies, and effectively contribute to the achievement of business objectives by addressing and prioritizing their technology needs.
    * Collaborate with Finance leadership to align the Finance tech strategy with overall IT and business objectives to improve Finance processes, employee experiences, and data management.
    * Stay updated on industry trends, emerging technologies, and best practices to identify opportunities for IT innovation and alignment with Finance strategies.
    * Maintain expertise in the finance application landscape to help us utilize our current investments to the fullest as well as understand when to recommend new solutions.
    * Work closely with Finance stakeholders to elicit, analyze, and document IT requirements related to Finance processes and projects.
    * Translate Finance needs into a clear and actionable business requirements document, considering technical feasibility and resource constraints ensuring all parties have a common understanding of the project scope and objectives.
    * Partner with ITS to translate requirements into specifications that can be deployed by the administrator of the systems or passed on to development/reporting teams.
    * Oversee the end-to-end project lifecycle, of IT projects related to Finance, from initiation to implementation, ensuring alignment with business goals and timelines.
    * Coordinate with cross-functional IT teams, vendors, and Finance professionals to drive project execution and seamless integration of new technologies.
    * Manage the Finance IT portfolio, evaluating and assigning business impact and strategic alignment for providing prioritization.
    * Collaborate with Finance and IT teams to ensure data integrity, security, and compliance for Finance systems and applications.
    * Leverage Finance data and analytics to provide insights for Finance decision-making and workforce planning.
    * Champion change management efforts related to IT projects, ensuring smooth adoption and user engagement.
    * Develop and deliver training programs and communication materials to support technology adoption by Finance professionals and employees.
    * Define and track key performance indicators (KPIs) for Finance technology solutions, providing regular updates to Finance and IT leadership on performance and outcomes.
    * Continuously seek feedback from stakeholders and implement improvement measures to enhance IT service delivery.
    * Actively support the advancement of organizational diversity, equity, and inclusion efforts, and apply diversity, equity, and inclusion lens across job responsibilities.
    * Additional duties may be assigned as needed.

    Position Requirements:

    * Bachelor’s degree in Information Technology, Computer Science, Business Administration, or a related field.
    * 5-7 years of proven experience as an IT Business Partner, or similar role.
    * A combination of equivalent education and work experience may be substituted for the above requirement.
    * Solid understanding of Finance processes, functions, and best practices.
    * Knowledge of data privacy and security regulations related to Finance data management.
    * Familiarity with Finance technology solutions and trends, such as ERP, Budgeting and Planning, financial reporting, and analytics tools.
    * Experience with a government contractor and working knowledge of the following technologies: Deltek Costpoint, OnBase, Cobra, Cognos, Blackline, or Planful.
    * Exceptional communication and interpersonal skills, with the ability to influence and build rapport with stakeholders at all levels.
    * Demonstrated experience in project management, with the ability to handle multiple projects simultaneously.
    * Knowledge of IT best practices, including ITIL and Agile methodologies.
    * Knowledge of financial process requirements within the federal contracting industry.
    * Intermediate level skills in SQL, database and system interactivity.
    * Ability to analyze complex business problems and recommend appropriate technology solutions.
    * Ability to think strategically and proactively identify opportunities for technology-driven innovation.
    * Excellent problem-solving skills and a proactive approach to identifying potential issues and providing solutions.

    *Preferred experience (not required):***

    * Managing the art and intersection of User experience (UX) and change management.
    * Intermediate knowledge and hands on experience with Artificial Intelligence tools and BI/reporting platforms such as QlikView, Qlik Sense, Tableau, Power BI, SSRS or Cognos.
    * Experience with SaaS environments and configuration.
    * Knowledge of Atlassian suite (Confluence, Jira).
    * Digital transformation experience.

    This position offers an anticipated annual base salary range of $90,000 - $125,000. This position may be eligible for a discretionary bonus based on company and individual performance. To apply, please submit a cover letter, resume, location preference, and salary expectations.

    /STAFFING AGENCIES AND THIRD PARTY RECRUITERS:// Mathematica is not accepting candidates for this role or any technical role from staffing agencies or third party recruiters. Please do not contact technical or senior staff at Mathematica or share unsolicited resumes. All agency inquiries go through the talent acquisition team and will be routed accordingly. /

    * *

    *Available Locations:* Washington, DC; Princeton, NJ; or remote

    #remote-usa

    #LI-NN1

    We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.


    Employment Type

    Full Time


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