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UNKNOWN

jobPosting hiringOrganization as json hashed.

ADAPTED_NOW

YEAR

Banking

This individual will serve as a leader in the continuous development of comprehensive fair lending data analysis, which may also include deposit and lending-related compliance, research fair and responsible banking issues, and possesses an expert understanding of the Fair Housing Act (FHA), Equal Credit Opportunity Act (ECOA) and Unfair, Home Mortgage Disclosure Act (HMDA), and Unfair, Deceptive or Abusive Acts and Practices (UDAAP). Fair and Responsible Banking practices encompass all aspects of OnPoint Community Credit Union (“OnPoint”) operations, including establishing memberships, offering and extending deposit and loan products and services, marketing and communication, and account servicing and collection practices.

ACTIVE

OnPoint Community Credit Union, Portland, Oregon, United States of AmericaThis job posting is no longer available<h3>Job Description</h3>Posted Thursday, May 29, 2025 at 7:00 AMOverviewFair and Responsible Banking practices encompass all aspects of OnPoint Community Credit Union (“OnPoint”) operations, including establishing memberships, offering and extending deposit and loan products and services, marketing and communication, and account servicing and collection practices.This position will assist the VP/Chief Compliance Officer by leading the OnPoint’s efforts as they relate to Fair and Responsible Banking, encompassing fair lending, equal access to financial services and avoiding discriminatory practices. This individual will serve as a leader in the continuous development of comprehensive fair lending data analysis, which may also include deposit and lending-related compliance, research fair and responsible banking issues, and possesses an expert understanding of the Fair Housing Act (FHA), Equal Credit Opportunity Act (ECOA) and Unfair, Home Mortgage Disclosure Act (HMDA), and Unfair, Deceptive or Abusive Acts and Practices (UDAAP).Essential functions<ul><li>Supports the VP/Chief Compliance Officer in the continued development of compliance policies and programs, ensuring adherence to regulatory agency directives, memoranda, interpretive rulings, laws, and regulations affecting the OnPoint. Maintains current knowledge of all federal and applicable state laws and regulations, along with Credit Union policies and procedures.</li><li>Leads, supports, motivates, and provides coaching and development opportunities appropriate to the Compliance team needs, as applicable related to Fair & Responsible Banking.</li><li>Supports individual and team growth through focused and consistent coaching to further develop regulatory acumen, technical expertise, and internal customer service.</li><li>Creates fair lending reports, including critical analysis and actionable tasks, to be provided to management and the Board of Directors.</li><li>Supervises the complaints team and the complaints process to identify root causes for potential regulatory compliance risks and weaknesses in policies and procedures.</li><li>Stays current on industry standards, trends, and proposed and actual changes relating to relevant compliance topics.</li><li>Drafts and updates Fair and Responsible Banking risk assessments, including Fair Lending and UDAAP.</li><li>Oversees monitoring and testing related to Fair and Responsible Banking.</li><li>Responsible for managing HMDA data collection and regulatory filings, ensuring accurate and timely reporting.</li><li>Analyzes new products, services, and third-party partnerships for Fair and Responsible Banking practices.</li><li>Supports Credit Union audit and examination processes.</li><li>Partners to review marketing messages and materials for compliance, including Fair Lending and UDAAP, and suggests edits as needed.</li><li>Performs other tasks as the VP/Chief Compliance Officer assigns.</li></ul>Knowledge, Skills & Competencies<ul><li>Thorough knowledge of Fair Lending and UDAAP laws and regulations impacting the OnPoint.</li><li>Excellent verbal and written skills to effectively communicate complex legal and regulatory issues clearly to all levels of the organization. Ability to provide concise, professional written documentation and recommendations in response to compliance research requests.</li><li>Must possess proven leadership skills with the ability to influence key decision-makers, collaborate across business lines, and lead other compliance department professionals.</li><li>Strong analytical and problem-solving skills.</li><li>Demonstrated knowledge and experience with mining and using data from automated lending platforms. Experience with Loans PQ loan origination system, Meridian, DNA or similar core operating system(s), Encompass, MSP or similar mortgage lending origination and servicing systems a plus.</li><li>Demonstrated strong organizational skills, with the ability to prioritize and coordinate various assignments simultaneously.</li><li>Ability to work effectively with various teams, exhibiting strong interpersonal skills.</li><li>Identify tasks and create and manage a project plan in coordination with other departments.</li><li>Ability to identify potential compliance vulnerability and risk areas and make recommendations.</li><li>Strong knowledge and proficiency with Microsoft Office Suite, specifically Excel.</li></ul>Minimum Qualifications<ul><li>7-10+ years of relevant Fair Lending, UDAAP, or other relevant experience, including risk assessment, testing, analysis, and reporting.</li><li>3-5 years of leadership or management experience in a compliance environment.</li><li>Bachelor’s Degree in Finance, Business, or related field is preferred.</li><li>Certified Regulatory Compliance Manager (CRCM) certification, Credit Union Compliance Expert (CUCE) designation, or NAFCU Certified Compliance Officer (NCCO) designation is preferred.</li></ul>At OnPoint, we believe a workplace that reflects the richness of the world fosters a welcoming and empowering environment for everyone. We're committed to equity and inclusion, and consider all qualified applicants embracing every race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and your unique background.We encourage you to apply if you're passionate about this opportunity and have the core qualifications. Your unique experiences and skills are what make you a strong candidate. Don’t let imposter syndrome hold you back! Our recruitment process is designed to be inclusive and accessible to all. If you need any accommodations during the application or interview stage, please let us know. We're dedicated to providing what's necessary to ensure a fair and inclusive experience.<h3>Job Details</h3>Job Family Compliance Job Function Compliance Pay Type Salary Scan this QR code and apply! Download OnPoint Community Credit Union, Portland, Oregon, United States of America#J-18808-Ljbffr

OnPoint Community Credit Union

Director, Fair & Responsible Banking

JobLeads

Director Planning

In addition, RD will represent assigned territory as subject matter expert on financial planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and practice management and field-based Key Wealth Market and Region Leaders. Additional responsibilities include maintaining appropriate risk controls, training on financial planning process and software across the wealth segment, and the support of advice-based sales process though assistance in identifying and delivering appropriate advice.

Salary

KBSkills

Location:36 South State Street - Salt Lake City, Utah 84111JOB BRIEF (PURPOSE)The Regional Director (RD) of Planning & Investments - KPC (Key Private Client)) is responsible for driving financial planning engagement within the mass affluent segment. This position will manage key priorities of the financial planning practice, including, advisor development, coaching, delivering superior client experience and executing on firm's planning engagement initiatives. RDs will also serve as in-house, solutions consultants, helping educate advisors on aligning solutions to client's goals. In addition, RD will represent assigned territory as subject matter expert on financial planning & solutions, partner with other parts of the Key Wealth Management including but not limited to Private Client Advisors, KPB Planning Leaders, the CIO office and practice management and field-based Key Wealth Market and Region Leaders. Additional responsibilities include maintaining appropriate risk controls, training on financial planning process and software across the wealth segment, and the support of advice-based sales process though assistance in identifying and delivering appropriate advice.ESSENTIAL JOB FUNCTIONS<ul><li>Partner with KPC Regional Executive on planning engagement strategy in the region</li><li>Support KPC Market Leaders across the region on financial planning process</li><li>Attend internal regional/market meetings and events. Represent region as SME on financial planning with external clients</li><li>Partner with Planning & Advice Center (Centralized Planning) on planning tools training and advisor development</li><li>Participate in 1:1 coaching sessions with advisors</li><li>Support select client engagements</li><li>Work with KPC Practice Management team to execute on advisor training priorities.</li><li>Support broader planning and advice education across the Key Private Client segment</li><li>Develop and/or coordinate appropriate training materials, web site materials and vendor programs for promoting the financial planning process</li><li>Be the spokesperson at New Hire orientation, and other training events</li><li>Implement initiatives that help advisors and others become users of the financial planning services</li><li>Assess and report on usage trends and plan quality</li></ul>MARGINAL OR PERIPHERAL FUNCTIONS<ul><li>Support and execute national sales and advice initiatives</li><li>Participate in Key's commitment to the community.</li></ul><ul><li>Projects as assigned by the Leadership</li><li>Travel as needed based on training schedules, conferences and leadership meetings. Approximately 50% travel.</li></ul>REQUIRED QUALIFICATIONS<ul><li>CFP or advanced planning designation required</li><li>Series 65 or 7 required (or must be attained within the first 180 days of employment)</li><li>A minimum of ten years of applicable Planning experience or equivalent.</li><li>Undergraduate degree or equivalent experience.</li><li>Sales experience</li><li>Excellent interpersonal and communication skills</li><li>Strong customer focus</li><li>Ability to work as a team member</li><li>Working knowledge of investment/securities</li></ul>PREFERRED QUALIFICATIONS<ul><li>Understanding of Client Experience & Client Journeys</li><li>Project management experience</li><li>Management Experience</li></ul>COMPETENCIES/SKILLS<ul><li>Leadership, management, and coaching</li><li>Services/Sales: Client service, product knowledge, relationship management, sales closing, cross selling, needs identification.</li><li>Problem Solving/Decision Making: Analyzes issues, follows through, risk management.</li><li>Communications: Listens to others, speaks effectively, written communications.</li><li>Interpersonal: Answers questions, builds relationships, networking</li><li>Presentation: ability to influence, act as change agent, writing skills</li><li>Personal Effectiveness: Community involvement, detail orientation, develops oneself, drives for results, personal organization.</li></ul>EQUIPMENT USED<ul><li>Money Guide</li><li>Salesforce, proprietary Discovery and Proposal Tools, Financial Planning Research Sites</li></ul>TRAINING REQUIRED<ul><li>On the job and as required to maintain licenses and certifications.</li></ul>COMPENSATION AND BENEFITSThis position is eligible to earn a base salary in the range of $92,000to $160,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includeseligibility forshort-term incentive compensation and deferred incentive compensation subject to individual and company performance.Please click here for a list of benefits for which this position is eligible.Job Posting Expiration Date: 06/20/2025KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.#J-18808-Ljbffr

KeyBank

KPC Regional Director, Planning & Investments

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currency

Calendar Management

Coaching

Communication Skills

Conference Management

Cross-Selling

Customer Experience

Customer Relations

Customer Support/Service

Detail Oriented

Employee Orientation

Financial Planning

Financial Services

Interpersonal Skills

Leadership

National Sales

Needs Assessment

Online Training

Presentation/Verbal Skills

Problem Solving Skills

Project/Program Management

Relationship Management

Risk Management

Sales

Sales Closing Skills

Sales Management

Salesforce.com

Securities Investments

Series 65

Strategic Planning

Team Player

Training/Teaching

Trend Analysis

Urban Planning

Usage Analysis

Wealth Management

Willing to Travel

Writing Skills

Capital Markets Placement_feed

Mathematics Teacher

Goodtime Chinese School (GTCS)is a bilingual private school offering instruction in both Chinese and English (50%/50%). If you’re interested in learning more about our school and the teaching requirements, please feel free to reach out.

Goodtime Chinese School (GTCS)is a bilingual private school offering instruction in both Chinese and English (50%/50%). We are currently hiring an English and Math teacher the upcoming school year.If you’re interested in learning more about our school and the teaching requirements, please feel free to reach out.We look forward to hearing from you! Employment Type: Full Time Years Experience: 1 - 3 years Salary: $50,000 - $70,000 Annual Bonus/Commission: Yes

Goodtime Chinese School

Math Teacher

Chinese Language

English Language

Language Teaching

Mathematics

Multilingual

Director Investment Services

As part of a team managing nearly $4 billion, the Director will oversee analysis, reporting, operations, and communications related to various investment portfolios, including core, agency, externally managed, and impact investments. Communicative: Excellent listening, written, and verbal skills, including creating and delivering presentations and reports for senior management, external finance, and board committees.

<h3>Director of Corporate Investment Operations</h3>Home Jobs Director of Corporate Investment Operations<h3>Director of Corporate Investment Operations</h3>Job Posting: Director of Corporate Investment OperationsHiring Range: $150,000-$180,000Position Type: Full-Time, ExemptApplication Deadline:About Us:The Oregon Community Foundation (OCF), founded in 1973, aims to improve the lives of all Oregonians through philanthropy. In partnership with donors and volunteers, OCF strengthens communities across Oregon through research, grantmaking, and scholarships. It is one of the largest community foundations in the U.S., managing nearly $4 billion in assets. In 2024, OCF distributed over $200 million in grants and scholarships.OCF is an Equal Opportunity Employer with five offices in Bend, Eugene, Medford, Portland, and Salem.Learn more at <a href="#" rel="nofollow">oregoncf.org</a>.About You:<ul><li>Knowledgeable: Deep understanding of accounting, investments, capital markets, and liquidity management.</li><li>Communicative: Excellent listening, written, and verbal skills, including creating and delivering presentations and reports for senior management, external finance, and board committees. Experience in public speaking about investments.</li><li>Collaborative: Strong leadership and interpersonal skills, with the ability to work across diverse teams and backgrounds.</li><li>Critical Thinker: Excellent analytical skills, sound judgment, and problem-solving abilities.</li><li>Organized: Attention to detail, risk management, quality control, deadlines, reconciliation, and compliance.</li><li>Culturally Agile: Experience in developing, managing, and mentoring diverse teams.</li></ul>Role Responsibilities:Job Summary and Responsibilities:The Director of Corporate Investment Operations, working with the CFOO, will develop and manage strategic plans for the foundation’s endowment and impact investing funds. As part of a team managing nearly $4 billion, the Director will oversee analysis, reporting, operations, and communications related to various investment portfolios, including core, agency, externally managed, and impact investments. The role reports to the Chief Financial & Operations Officer and supervises the investment coordination, administration, compliance, and related accounting and treasury teams. The ideal candidate will have experience in complex financial environments, managing investment programs, building strategic partnerships, and safeguarding assets.The Director supervises the Corporate Investment Accountant and the Senior Program Officer of OCF’s Endowment Partner Program (overseeing 450+ agency funds). They collaborate with the Controller, Finance staff, and Impact Investing Program Officers to ensure efficient administration of the foundation’s investment assets.<h3>How to Apply</h3>Application Contact:Application Deadline:Application Instructions:Please submit a resume and cover letter using the link below.#J-18808-Ljbffr

Philanthropy Northwest

Director of Corporate Investment Operations

Specialist

If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team. You will identify any gaps or risks that would prevent Fisher clients from achieving their goals and provide valuable insight about the available estate planning options and relevant considerations that clients face.

Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowledge to provide the best client experience? If you have experience as an attorney, estate planner, law clerk or legal assistant in the estate and trust planning space, you can start building your legacy by joining the Fisher Investments Financial Planning Team. The Opportunity: As an Estate Planning Specialist, your role is crucial in helping our clients better understand their existing estate plan and identify next steps in fulfilling their planning goals. While you will not provide legal advice, you will work directly with our existing clients to educate them about estate planning concepts and strategies after evaluating  their documents and assets. You will identify any gaps or risks that would prevent Fisher clients from achieving their goals and provide valuable insight about the available estate planning options and relevant considerations that clients face. At the end of the day you will make a difference in our clients’ lives. You will report to the Estate Planning Team Leader. The Day-to-Day:<ul><li>You will work directly with our high-net-worth clients to gather estate and trust documentation and other relevant estate planning information</li><li>You will communicate with our Financial Planning team, Investment Counselors and Tax Managers</li><li>You will review a variety of documents (Wills, Trusts, Powers of Attorney, Living Wills, Buy/Sell Agreements, etc.) to identify and communicate opportunities that would better help our clients achieve their goals</li><li>You will use your expertise in, and share your knowledge of estate planning for clients and internal partners</li><li>You will manage daily calls with clients and internal partners</li></ul>Your Qualifications:<ul><li>5+ years of experience working in the trust/estate planning field</li><li>Experience working on complex estates with an understanding of trusts</li><li>Experience handling sensitive materials and information</li><li>Experience building credibility and trust in a short amount of time</li></ul>Compensation:<ul><li>$100,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience</li><li>Eligible for a discretionary bonus based on firm and individual performance</li></ul>Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:<ul><li>100% paid medical, dental and vision premiums for you and your qualifying dependents</li><li>A 50% 401(k) match, up to the IRS maximum</li><li>20 days of PTO, plus 10 paid holidays </li><li>Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care</li><li>This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.</li></ul>FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Fisher Investments

Wealth Planning Specialist

Attorney

Documentation

Estate Planning

High Net Worth

Legal

Strategic Analysis

Team Lead/Manager

Telephone Skills

Work From Home

RealJobs

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