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Fin'l Srvcs: Morgan Stanley Private Bank, N.A. is hiring for following role in NY, NY: Vice President, Business Analysis to dsgn innovative new banking tech products w/ mrkt leading competitive advantages (salary range $160,000 - $190,000). Position req's rel. degree &amp; or exp &amp; or skills. For more info &amp; to apply, visit us at <a href="https://morganstanley.eightfold.ai/careers?source=mscom" target="_blank">https://morganstanley.eightfold.ai/careers?source=mscom</a> &amp; enter JR017748 in search field. No calls pls. EOE

Financial Services

Fin'l Srvcs: Morgan Stanley Smith Barney LLC is hiring for following role in Jersey City, NJ: Assistant Vice President, Data Analytics to dvlp analytical &amp; reporting frameworks (salary range $151000 - $151000). Position req's rel. degree &amp; or exp &amp; or skills. For more info &amp; to apply, visit us at <a href="https://morganstanley.eightfold.ai/careers?source=mscom" target="_blank">https://morganstanley.eightfold.ai/careers?source=mscom</a> &amp; enter JR015140 in search field. No calls pls. EOE

Senior Valuation Specialist sought by SG Americas Operational Services, LLC in New York, NY to participate in valuation controls governance for several trading strategies including Rates Exotic &amp; Securitized Products. Telecommuting permitted up to 2 days/wk. When not telecommuting, must report to SG Americas Operational Services, LLC, 245 Park Ave., New York, NY 10167. Salary $115K-195K/yr. Email resume to <a href="mailto:us-humn-recruitment@sgcib.com" target="_blank">us-humn-recruitment@sgcib.com</a>. Must specify Ad Code AGCK 
JobiqoTJN. Keywords: Valuation Specialist, Location: PECK SLIP, NY - 10060

Senior Valuation Specialist

<h3>Job Description</h3>
Job Description
Multiple Line Representative - State Farm Agent Team Member
Diana Higgins Agency - State Farm in Lake Oswego, OR 97035
Position Overview
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents are independent contractors that market State Farm insurance and financial services products.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs required by the agent.
Competencies Expected for This Role
Enthusiastic and motivated to assist customers with insurance and financial services to help them manage the risks of everyday life, recover from the unexpected, and realize their dreams.
As an Agent Team Member, you will receive...
<ul>
<li>Base salary with commission option</li>
<li>Paid time off (vacation and personal/sick days)</li>
<li>Monthly health insurance stipend</li>
<li>Growth potential/Opportunity for advancement within my office</li>
</ul>
Additional Desired Abilities/Competencies
<ul>
<li>Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred</li>
<li>Interest in marketing products and services based on customer needs</li>
<li>Excellent communication skills - written, verbal and listening</li>
<li>Excellent interpersonal skills</li>
<li>Organizational skills</li>
<li>Ethical and Honest</li>
<li>Must have applicable license or must obtain applicable licensing requirements.</li>
<li>Ability to work in a team environment</li>
<li>Ability to multi-task</li>
<li>Ability to effectively relate to a customer</li>
<li>Establish customer relationships and follow up with customers, as needed.</li>
<li>Use a customer-focused, needs-based review process to educate customers about insurance options.</li>
<li>Maintain a strong work ethic with a total commitment to success each and every day.</li>
</ul>
“State Farm Insurance is an equal opportunity employer”.
Diana Higgins Agency - State Farm

Multiline Representative

Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Intermediate Bank Disputes Specialist on our Reconciliation team you will, within defined guidelines and framework, protect the financial interests of USAA and our members by thoroughly investigating and resolving complex and moderately complex fraud and non-fraud transactional disputes filed by members on their credit cards, debit cards and deposit accounts in compliance with federal and state Laws, Rules, and Regulations (LRRs). Attempt to recover funds in accordance with payment association rules (Visa, Amex, NACHA, Zelle, etc.), engage in customer service activities to satisfy member requests and provide dispute resolution outcomes and operate in a highly regulated environment where performance is measured by quality and productivity metrics aligned to business scorecards.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
<ul>
<li>Under direct supervision, completes reasonable investigations of moderately complex Fraud and Non-Fraud Credit Card, Debit Card and Deposit transactional disputes while consistently ensuring regulatory compliance.</li>
<li>Utilizes developing problem-solving skills and knowledge of Laws, Rules and Regulations (LRRs) and payment association rules (Visa, Amex, NACHA, Zelle, etc.) to research, resolve and recovery funds for disputed activity.</li>
<li>Responsible for determining card holder liability based on results of a reasonable investigation.</li>
<li>Processes recovery attempts through chargebacks, representments and arbitrations.</li>
<li>Processes account credits/debits when necessary, in accordance with regulatory requirements.</li>
<li>Documents the results of a reasonable investigation within the appropriate case management system.</li>
<li>May contact members for additional information or when requested to assist with completing a reasonable investigation.</li>
<li>May work control or exception functions associated with Fraud and Non-Fraud Credit Card, Debit Card and Deposit transactional disputes.</li>
<li>Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</li>
</ul>
What you have:
<ul>
<li>High School Diploma or General Equivalency Diploma required.</li>
<li>1 year of customer contact experience in a financial services organization to include dispute possessing and/or conflict resolution.</li>
<li>1 year of analytical problem-solving experience.</li>
<li>Experience working under Federal Banking Regulations to include Regulation E, Regulation Z and/or UDAAP.</li>
</ul>
What sets you apart:
<ul>
<li>6+ months working in USAA Disputes Organization</li>
<li>1+ years of General Ledger experience in a financial institute</li>
<li>Familiarity with DCC, Fidelity and Oracle systems</li>
<li>Experience working in specific systems and tools (to include Windows operating system environment, Microsoft Office, Fidelity and/or Visa Online).</li>
<li>US military experience through military service or a military spouse/domestic partner</li>
</ul>
Compensation range: The salary range for this position is: $43,680.00-$67,840.00
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. 
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
PandoLogic. Keywords: Financial Broker, Location: Phoenix, AZ - 85013

Intermediate Bank Disputes Specialist - Recon Team

Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We are looking for a mid-level Risk Analyst for the group within the Bank that focuses on second line oversight of the deposits, card and payments lines of business. Provides risk management support for a line of business or staff agency in key risk identification, measurement, monitoring, control and reporting, and the understanding and management of risk through appropriate practices and processes. Assess and oversee enterprise and business exposures including key and emerging risks. Monitors the risk and control environment and provides effective challenge to internal and external stakeholders to ensure that exposures are kept at acceptable levels. Advances and reports risks to the appropriate governance bodies.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position.
<h2>What you'll do:</h2>
<ul>
<li>Partners with key stakeholders in the business to identify, assess, aggregate and document risks and controls, including risks associated with new or modified products, services, distribution channels, regulations and third-party operations.</li>
<li>Communicates results of risk assessments to governance committees, business process owners and various levels of leadership.</li>
<li>Contributes to the implementation of new risk policies, practices, appetites and solutions to ensure comprehensive understanding and management of risks according to industry best practice.</li>
<li>Improves strategies, tools, and methodologies to measure, monitor, and report risks.</li>
<li>Applies solid understanding to assess data and produce analytical insights to understand business objectives, drive risk-based business decisions and influence solution strategies.</li>
<li>Optimally contributes in cross-functional teams to identify, assess, aggregate and mitigate current and emerging risk events.</li>
<li>Provides oversight of risk through documentation review, assessment of performance monitoring, model validation, and use implementation</li>
<li>Supports the formulation of scenario analysis and/or stress test plans, including the evaluation of results, and framing of contingency plans in partnership with key business stakeholders.</li>
</ul>
<h2>What you have:</h2>
<ul>
<li>Bachelor's degree in Risk Management, Business, Finance, or a related field OR 4+ additional years of related experience beyond the minimum required which may be substituted in lieu of a degree.</li>
<li>4+ years of risk management, regulatory or operations experience in a relevant functional area to include banking, insurance, financial services, audit, project management, public accounting or other related operational area OR advanced degree/designation in Risk Management, Business, Finance, or other discipline relevant to risk management and 2+ years work of experience in a discipline relevant to risk management.</li>
<li>Demonstrated knowledge of risk management principles, tools and applicable systems.</li>
<li>Risk management experience in a complex institution and/or highly matrixed environment.</li>
<li>Demonstrated experience in conflict resolution management and ability to effectively challenge at all levels of management and influence business outcomes.</li>
<li>Ability to effectively work with both internal and external partners in a highly collaborative environment.</li>
<li>Demonstrated critical thinking and knowledge of data analysis tools and techniques and decision-making abilities, to include demonstrated ability to effectively make data-driven decisions.</li>
<li>Proactively identifies potential concerns and follows-up to resolve issues.</li>
<li>Proficient knowledge of Microsoft Office products including Excel and PowerPoint.</li>
</ul>
What sets you apart:
<ul>
<li>Prior professional experience associated with the Deposits or Payments business lines.</li>
<li>Demonstrated experience in conducting independent monitoring and testing activities, including issue validation.</li>
<li>Proven track record to analyze complex datasets to detect patterns, trends, and inconsistencies to identify potential risks.</li>
<li>Proficient in using data analysis tools (Tableau, Excel, etc)</li>
<li>Strong presentation skills, demonstrating the ability to effectively communicate results to internal teams and key business stakeholders.</li>
<li>US military experience through military service or a military spouse/domestic partner</li>
</ul>
Compensation range: The salary range for this position is: $85,040 - $162,550.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.). 
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. 
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
PandoLogic. Keywords: Risk Analyst, Location: Colorado Springs, CO - 80909

Risk Analyst - Payments (mid-level)

Join a select team as a Telephone Payment Processor with our Stevens Point client. This is an on-site position. With a professional demeanor, will be handling inbound customer calls and processing insurance premium payments through a proprietary system.&nbsp; Will work Monday-Friday on a set schedule; schedule options start between 7am-9:30am and end between 3:30pm-6pm. This temporary position is expected to last through mid-March 2026 and pays $20/hour.&nbsp;- Strong customer service experience (call center preferred)- Comfortable working with customers over the phone- Proven exceptional attention to detail- Demonstrated computer skill &amp; ability to learn and adapt to new software- Proven reliability and professionalism&nbsp; For consideration, please send your resume and contact information of 2-3 professional references to <a href="mailto:stevenspoint@flexstaff.com" target="_blank">stevenspoint@flexstaff.com</a>.&nbsp; Flex-Staff is and Equal Opportunity Employer, which includes providing equal opportunity for protected veterans and individuals with disabilities. #StevensPoint1Pandologic. Keywords: Payment Processing Specialist, Location: Stevens Point, WI - 54481

Telephone Payment Processor

Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Loan Officer, you will, within defined guidelines and framework, deliver impactful customer service to members while providing mortgage product solutions that facilitate the member’s financial security. You will facilitate mortgage product sales and member service through multiple channels to include phone, email, mail and digital platform while providing individualized mortgage loan recommendations and meet established monthly metrics. As a Loan Officer you will also deepen member relationships through needs assessment and solution offerings from USAA products and services as well as stays highly engaged in the mortgage industry, to include changes to Fannie and Freddie guidelines.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position is based out of Phoenix,AZ.
Relocation assistance is not available for this position.
<h2>What you'll do:</h2>
<ul>
<li>Under limited direct supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement.</li>
<li>Based on predetermined requirements, assesses, and grants or rejects mortgage applications.</li>
<li>Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence</li>
<li>Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status.</li>
<li>Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled.</li>
<li>Establishes and maintains successful partnerships with Real Estate Agents.</li>
<li>Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</li>
</ul>
What you have:
<ul>
<li>High School Diploma or General Equivalency Diploma required.</li>
<li>2 years of mortgage sales experience or relevant customer service experience within a financial services organization.</li>
<li>Successfully complete mortgage products assessment.</li>
<li>Acquisition and maintenance of applicable licenses/state registrations as required.</li>
</ul>
What sets you apart:
<ul>
<li>3+ years Mortgage Consumer Direct Experience</li>
<li>Current or Prior NMLS #</li>
<li>US military experience through military service or a military spouse/domestic partner</li>
</ul>
Compensation range: The base salary for this role is $45,000 annual, with an un-capped tiered incentive program.
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. 
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
PandoLogic. Keywords: Loan Officer, Location: Phoenix, AZ - 85013

8 Financial Services Jobs