This is a high-impact individual contributor role for someone who thrives in detail-rich, regulated environments and can operate efficiently and independently. You’ll work closely with the Principal Operations Officer to carry out operational workflows, resolve complex issues, and drive improvements across our investment stack. Serve as a go-to contributor for regulatory and procedural accuracy.
As a direct report to the Vice President of Enterprise Risk Management (ERM), the Senior ERM Specialist is a key contributor to the credit union’s risk management strategy, helping to safeguard its financial strength, member trust, and operational resilience. This role supports the development and execution of the ERM framework, facilitates risk assessments across business units, and ensures alignment with regulatory expectations and industry best practices.
Review and update client account information, identify and assess client’s submissions to achieve compliant results, and provide accurate information using the right methods/tools. You will also maintain records of client submissions, process client requests and file documents.
Be responsible for daily execution of all operational activities related to margin supervision, monitor and manage risk within margin accounts holding complex derivatives based on established policies and procedures daily. Effectively implement risk mitigation strategies/solutions in a timely manner.
The Senior Premium Audit Operations Specialist manages complex audit reviews, escalated adjustments, and advanced regulatory compliance across multiple states and jurisdictions. This role leads classification reviews, oversees intricate billing and endorsement scenarios, and serves as an expert on special bureau requirements. The specialist handles challenging customer engagements, resolves disputes, and develops best practices for communication and service excellence.
In the role of an Outbound Collections Representative, you will specialize in one brand through our comprehensive 4-week training program. You will manage and collect overdue payments from customers through proactive outreach. The role involves negotiating payment arrangements, resolving account discrepancies, and maintaining positive customer relationships while ensuring compliance with company policies and legal regulations.
The Premium Auditor II is responsible for conducting comprehensive premium audits across diverse industries using mail, phone, and virtual platforms. This role involves reviewing payroll records, tax returns, and financial documents to ensure accurate policy coverage and compliance with regulatory guidelines. The auditor applies classification codes using NCCI, PAAS, and state-specific requirements, thoroughly documents findings, and prepares detailed audit worksheets.
The Data Integrity Analyst identifies, tracks, and resolves billing issues that arise from corrections or modifications in patient medical charts within the Epic electronic health record (EHR) system. The Analyst plays a crucial role in safeguarding revenue integrity and maintaining compliance with payer regulations and hospital policies. Additionally, the Analyst supports initiatives to enhance data accuracy throughout the patient access lifecycle.
The Regulatory Capital Specialist will support the adaptation to new Central Bank regulations. This role involves structuring and ensuring the quality of regulatory reports, developing internal policies related to Basel capital requirements, and leading the preparation of Pillar 3 reports. The specialist will also collaborate with technical teams to automate processes and support compliance initiatives.
Our member firm seeks a forensic or royalty auditor/analysts with at least two years of financial or forensic auditing experience to join its Royalty Audit and Contract Compliance Group. As a member of the Royalty Audit & Contract Compliance Group, you will be Aggregating, transforming, summarizing, and analyzing various data sets.