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GENERAL PURPOSE:The Ain Center for Entrepreneurship and Innovation (CFEI) seeks a collaborative and energetic individual to oversee the day-to-day operation, management, and marketing of the Ain Center. The Sr Departmental Program Specialist will initiate activities to bolster experiential learning opportunities. They will identify educational needs of our entrepreneurial learners, and work to connect resources within the University of Rochester. They will conduct needs assessments and oversee/plan program offerings. The Sr Departmental Program Specialist will develop marketing strategies for CFEI's programs that ensure maximum engagement. They will work closely with Center leadership and supervise a Department Coordinator and student workers.RESPONSIBILITIES:Management of CFEI Programs and Activities (50%)<ul><li>Manage the day-to-day operations of the CFEI.</li><li>Set appropriate goals for CFEI programs.</li><li>Develop and execute programs including workshops, business plan competitions, and special events</li><li>Oversee the CFEI student business incubator and student funding requests.</li><li>Benchmark with peer institutions and monitor best practices.</li><li>Keep current on developments in entrepreneurship, entrepreneurship education, and the business industry.</li><li>Strengthen existing relationships and establish/form new, collaborative relationships with similar organizations.</li><li>Work with advancement personnel to develop philanthropic and engagement opportunities for the CFEI.</li></ul>Serve as NSF I-Corps Senior Personnel (20%)<ul><li>Oversee course coordination for the region</li><li>Assist with recruitment of instructors, mentors, and participants for the regional cohorts and candidates for the National Teams program</li><li>Assist with marketing to broaden awareness of the program</li><li>Assist in the collection of data to support program reporting requirements</li><li>Oversee post-course communication with the cohort graduates to support their growth and to discuss next steps</li></ul>Marketing and Communications (10%)<ul><li>Develop digital marketing and communications for the CFEI, including management of website and promotion of programs.&nbsp; Function to be supported by Department Coordinator and student workers.</li></ul>Management of CFEI Staff and Budgets (10%)<ul><li>Management of one staff member and student workers including recruitment, training, and providing direction.</li><li>Oversee work of and provide direction to CFEI staff.</li><li>Initiate search for new grants and contracts as needed.</li><li>Consider and explore new revenue streams.</li><li>Work directly with staff at the Simon Business School to manage and oversee budget.</li></ul>Represent CFEI Across University (5%)<ul><li>Attend conferences and take part in committees and groups, act as liaison to CFEI and associated departments.</li><li>Serve on applicable University committees and attend meetings on behalf of department.</li><li>Attend professional meetings related to the programs and department goals.</li><li>Serve as liaison with key departments, as necessary, and may include:<ul><li>Advancement</li><li>Simon Business School Dean's Office Personnel</li><li>Academic departments and Student Life as necessary</li></ul></li></ul>Other duties as assigned (5%)QUALIFICATIONS:<ul><li>Bachelor's degree and 5 years of relevant experience required</li><li>Master's degree preferred</li><li>Or equivalent combination of education and experience</li><li>Strong leadership and team management skills required</li><li>Exceptional communication, negotiation, and relationship-building skills required</li><li>Proficiency in program evaluation and data analysis required</li><li>Ability to work effectively in a fast-paced, dynamic environment required</li><li>Advanced budget management and financial planning expertise preferred</li></ul>The University of Rochester is committed to fostering, cultivating, and preserving a culture of equity, diversity, and inclusion to advance the University’s mission to Learn, Discover, Heal, Create – and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion/creed, sex, sexual orientation, citizenship status, or any other status protected by law. &nbsp;This commitment extends to the administration of our policies, admissions, employment, access, and recruitment of candidates from underrepresented populations, veterans, and persons with disabilities consistent with these values and government contractor Affirmative Action obligations.<h2>How To Apply</h2>All applicants must apply online.EOE Minorities/Females/Protected Veterans/Disabled<h2>Pay Range</h2>Pay Range: $70,197 - $105,295&nbsp; AnnuallyThe referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job’s compensation range, and will be determined by&nbsp;considering factors including, but not limited to, market data, education, experience, qualifications, expertise of the individual, and internal equity considerations.

Sr Departmental Program Specialist

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.Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating with some of our largest global partners or creating next year’s financial plan, you can influence both our day-to-day P&amp;L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.The objective of the Finance Control Management Risk ID, Assessment, and Testing team is to identify, assess, mitigate, and report on Operational Risk within Finance processes to ensure adherence to regulatory standards, Amex policy and enhance Finance’s resilience through managing a clear methodology of inherent and residual risk.Finance is looking for a Director of Risk ID, Assessment, and Testing to lead a diverse team of high-performing professionals focused on ensuring control management is embedded in the day-to-day operations of our organization. It will involve extensive collaboration with multiple partners across numerous business units, functional areas, and geographies.&nbsp;The Director -FinanceRisk ID, Assessment, and Testingwill:<ul><li>Provide identificationof risks throughout Finance processes and systems (along with Finance process owners), with a focus on Treasury processes (Cashflow forecasting, Funding, and Liquidity)</li><li>Facilitate Finance process owners in their risk assessments (e.g., Process Self Risk Assessments (PRSAs)) in addition to further assessments and testing / QA programs to ensure regulatory and internal standards are met (e.g., periodic PRSA reviews and update assessment criteria to align with regulatory updates)</li><li>Support Treasury PRSA transformation working closely with 2nd line</li><li>Lead supplemental control monitoring and proactively communicate key OR trends, activities, and events to senior management, to facilitate informed decision-making</li><li>Proactively identify areas of high-risk for intervention (e.g., automated alerts generated for high-risk areas signal need for intervention and focus), including conducting independent quality assurance and vertical process testing</li><li>Compile thematic risk reporting (levels, trends, causes) to provide actionable insights forFinance on current risk levels, emerging trends and root causes</li><li>Categorize controls and map against risks and processes (e.g., cross-Finance process-control mapping)</li><li>Develop risk dashboards and key risk indicators (KRIs) for ongoing monitoring</li><li>Be a key leader for sharing insights, better practices, themes, etc. across the enterprise</li></ul>Required Qualifications:&nbsp;<ul><li>6+ Years experience in operational risk management (e.g., within Risk and/or Internal Audit function) Understanding of critical operational risk management lifecycle activities</li><li>Excellent project management, communication, and interpersonal skills, with an ability to interact and obtain buy-in from senior Finance leaders</li><li>Expertise in process governance, with a track record of establishing and overseeing robust decision-making processes that align with policies, regulatory frameworks, and/or operational standards</li><li>Treasury experience working with large financial institutions, including knowledge of Treasury and Risk Management processing systems</li><li>Experience leading treasury transformation initiatives, focused on future state processes and controls</li><li>Strong analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively&nbsp;</li><li>Demonstrated history and ability to manage large teams, spread over geographies and with varying backgrounds</li></ul>Preferred Qualifications:<ul><li>Bachelor's Degree in Finance, Business, Risk Mgmt., or related field; advanced degrees (e.g., MBA, MSc) or certifications are advantageous</li><li>Experience in at least one of the following: <ul><li>Providing identification of operational risks throughout business processes and systems</li><li>Designing liquidity, cash management, funding control solutions</li><li>Facilitating risk assessment performance in addition to further assessments and testing programs to ensure regulatory and internal standards are met</li><li>Enhancing risk assessments and associated methodologies</li><li>Leading independent control monitoring, including identification of control improvements</li><li>Identifying areas of risk for intervention, including conducting independent quality assurance and process testing</li><li>Compiling thematic risk reporting to provide actionable insights on risk levels, emerging trends and root causes</li></ul></li></ul>ORMCMSalary Range: $130,000.00 to $205,000.00 annually + bonus + equity (if applicable) + benefitsThe 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:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>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&nbsp;Pay Transparency Policy Statement.If the links do not work, please copy and paste the following URLs in a new browser window:&nbsp;<a href="https://www.dol.gov/agencies/ofccp/posters&nbsp;to" target="_blank">https://www.dol.gov/agencies/ofccp/posters&nbsp;to</a> 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.

American Express

Director, Risk ID, Assessment & Testing

<h4>How you will change lives</h4>As a Unit Clerk at US Renal Care, you will be an integral part of a cross-functional team, providing operational support to maintain clinic operations and provide the best customer care for patients living with kidney disease. <h4>What you will be doing </h4>Customer Care. You will be a critical member of the clinic team, creating a&nbsp;welcoming and professional atmosphere by greeting patients and visitors, answering&nbsp;phones, answering patient questions, and assisting patients with transportation arrangements,&nbsp;as needed. Operational Support. You will maintain clinic operations effectively by updating and maintaining medical records, preparing patient records and charts for treatments, and&nbsp; assisting in auditing records for ongoing compliance. You will support financial operations by entering charges and preparing billing and patient attendance logs. You will also&nbsp; complete forms and reports as required by governmental agencies. You will ensure adequate supplies and inventory and reordering when required. In addition, you will help&nbsp; process lab work by preparing lab slips and tubes and directing labs to the appropriate laboratory.

U.S. Renal Care

Dialysis Unit Clerk

Job description Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.Executive Assistant provide secretarial/administrative support. Role holders will exercise confidentiality, tact and diplomacy skills and will have sufficient expertise in their area to deputize for their superior and/or actively participate in meetings. They may also oversee small projects and have some decision-making authority/autonomy. EAs will support a single person and may, in turn, be supported by administrative staff.&nbsp;As our Executive Assistant you will:<ul><li>Organize schedules, maintain diaries, arrange travel and accommodation</li><li>Co-ordinate activities, events, resources, meetings, services and manage internal and external stakeholders</li><li>Support administration, compose presentations, draft reports and assist with key documents, such as business plans</li><li>Deputize at meetings and make decisions on matters relating to the business area</li><li>Manage external relationships and service providers</li><li>Gatekeeper or primary point of contact roles for an area</li><li>Adhere to HSBC policies and maintain confidentiality on sensitive activities in the remit area</li></ul>For this role, HSBC targets a pay range between $86,700 and $130,100.The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Requirements You´ll likely have the following qualifications to succeed in this role:<ul><li>Experience working in the financial services industry is preferred, but not required to be successful</li><li>At least 5 years of experience working with senior level executives in an administrative capacity.</li><li>University degree or equivalent.</li><li>Advanced knowledge in MS Office, Diary/Meeting Management, Travel Booking/Itinerary Management</li><li>Excellent written and oral communication skills.</li><li>Ability to anticipate executive needs as well as operate independently and handle majority of responsibilities without consultation</li><li>Excellent organizational skills</li><li>Excellent knowledge of various computer applications</li><li>Ability to deal with all levels of personnel in a courteous and efficient manner and exercise discretion on confidential matters</li><li>Excellent typing, customer service, problem-solving, and organizational skills</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

HSBC

Executive Assistant

Job description Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.The role holder's principal accountability would be to design and execute internal and external communications plans to support business activities, in line with HSBC policies. Communications team would support internal communications for employees as well as external communications for a variety of audiences. The role would report to a senior communications professional, though may also report to Business or Project managers when supporting particular campaignsAs our Communication Associate Vice President you will:<ul><li>Use insight and engagement of stakeholders in determining communication needs</li><li>Design communications plans to support business activities and strategies</li><li>Participate in communication campaigns and projects to support business activities and strategies</li><li>Create engaging content in line with HSBC values and ensure alignment with Global policies</li><li>Ensure effective communication of HSBC priorities, company purpose and business activities to diverse audiences</li><li>Execute communications strategies internally and externally</li></ul>For this role, HSBC targets a pay range between $82,600 and $123,900.The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Requirements You´ll likely have the following qualifications to succeed in this role:<ul><li>At least 5-7 years of experience working with senior level executives in an administrative capacity</li><li>Excellent written and oral communication skills.</li><li>Advanced knowledge in MS Office, Canva and any editorial program</li><li>Excellent organizational skills.</li><li>University degree or equivalent</li><li>Excellent knowledge of various computer applications.</li><li>Experience working in the financial services industry is preferred, but not required to be successful</li><li>Excellent typing, customer service, problem-solving, and organizational skills</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

Communication Associate Vice President

Job description Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share. International Subsidiary Banking (“ISB”) provides banking coverage to the subsidiaries of Commercial Banking (CMB) clients within the Corporate segment. The ISB strategy is to provide consistent, in-depth and dedicated coverage across the HSBC network with the end goal to deepen our relationship with our clients. The ISB business is a significant contributor of revenue to CMB and consists of a network of dedicated bankers across more than 50 countries managing over 35,000 subsidiary client relationships. The ISB Senior Relationship Manager a portfolio of ISB customers, with accountability for sales, service, risk and operational delivery. As our Senior Relationship Manager&nbsp; you will: &nbsp;<ul><li>Be the go-to advisor for acquiring, retaining and growing ISB Commercial Banking customer relationships Report to the Co-Head of the Eastern Region with coverage including New York, the broader Tri-State Area and DMV region (D.C. Maryland and Virginia), as well as responsibility for the Indian corridor and the Industrials Sector Coverage. To thrive in this job, you’ll need a proven understanding of commercial lending and risk assessment </li><li>Be familiar with a CRM tool and the technical and personal details it takes to manage many stakeholders through a complex international decision-making process </li><li>Develop effective strategies to manage customer relationships, anticipate customer needs and provide a superior quality service to position HSBC as the market leader in this segment&nbsp; </li><li>Work to build existing and win new long-term customer relationships </li></ul>For this role, HSBC targets a pay range between $155,700.00 and $233,600.00 The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Requirements You´ll likely have the following qualifications to succeed in this role: <ul><li>Direct experience with Indian large corporate clients required </li><li>Strong credit assessment and analysis skills, particularly with regard to more complex and structured facilities, with prior credit experience required </li><li>Minimum of 10 years of experience in managing commercial relationships, preferably with international needs&nbsp; </li><li>Minimum of 15 years of banking experience </li><li>Proven ability in identifying and meeting customer needs through matching a broad range of products and services&nbsp; </li><li>Develop effective strategies to manage customer relationships, anticipate customer needs and provide a superior quality service to position HSBC as the market leader in this segment </li><li>Build existing and win new long-term customer relationships </li><li>Collaborate with product partners to identify and match customer needs with relevant expertise; notably with Global Trade &amp; Receivables Finance, </li><li>Global Payments Services, Global Banking &amp; Markets, Global Private Banking and Global Asset Management </li><li>High level of business acumen and commercial awareness, including economic, cultural, procedural and regulatory issues&nbsp; </li><li>Excellent range of communication skills, including written, verbal, and the ability to deliver compelling presentations to both internal and external stakeholders </li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

Director, Relationship Manager

Job description Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.The Sr. Mortgage Specialist will be responsible for Closing Disclosure preparation, pre-closing condition satisfaction, closing package preparation and funding preparation. &nbsp;Interaction with the client regarding third-party grants, down payment assistance and closing cost coverage is required.As our Sr. Mortgage Specialist you will:<ul><li>Prepare accurate mortgage loans for closing, interacting with the client, recognizing that programs may be complex, including closing cost coverage, down payment assistance, and third-party grants</li><li>Support Change Circumstance, review disclosures, ensure timely and accurate closing disclosures are provided</li><li>Perform fee analysis and demonstrate understanding of estimated/final fees and fee tolerances</li><li>Generate accurate Closing Disclosures to support TRID and applicable regulations.</li><li>Achieve published standards and other key performance indicators (attendance, revenue, retention, service levels, operational risk, etc)</li><li>Meet all performance targets including standards in quality and productivity</li><li>Abide by first call resolution in alignment with global standards to promote customer satisfaction</li></ul>For this role, HSBC targets a pay range between $50,000 and $75,000.The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Requirements You´ll likely have the following qualifications to succeed in this role:<ul><li>Closing experience or related experience as well as knowledge of Mortgage systems (both LOS and Image)</li><li>Minimum of 2 years proven bank, mortgage business, mortgage systems related experience or equivalent</li><li>Minimum of bachelor’s degree in business, accounting, related field or equivalent experience</li><li>Proven communications, organizational, analytical, administrative, problem-solving, project management and interpersonal skills</li><li>Proficiency with personal computers&nbsp;</li><li>Ability to meet deadlines and objectives independently and within the team</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

Sr. Mortgage Specialist

Job description Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.The Mortgage Specialist is actively involved in each key aspect of the loan process and is responsible for ensuring a shortened cycle time by providing exceptional service to third parties and internal departments from Application through Funding. This individual is proficient in collecting and analyzing a broad range of credit, collateral and compliance documents related to the mortgage process, ensuring loan quality and integrity. More importantly, the Mortgage Specialist exhibits well developed communication and interpersonal skills and the ability to work effectively with consumers, underwriting, mortgage experience associates, sales representatives, third party vendors and other parties linked to the mortgage transaction.&nbsp;As our Mortgage Specialist you will:<ul><li>Interact with the client regarding complex situations relating to third party grants, down payment assistance and closing cost coverage</li><li>Evaluate credit worthiness by completing a thorough review and evaluation of third-party mortgage documentation to assess accuracy and credit risk. Analyze international credit reports, foreign verification of employment and perform project reviews to support a credit risk decision. Analyze collateral documentation to ensure collateral supports HSBC’s overall risk</li><li>Ensure a consistent and proactive approach to prior-to-doc condition clearing, in an effort to constantly increase pull-through percentage. &nbsp;Meet or exceed current daily production expectations while ensuring accuracy and quality standards</li><li>Adhere to all federal, state and HSBC regulatory compliance polices while maintaining HSBC Code of Ethics. Ensure that HSBC’s security interest in the mortgage is protected</li><li>Utilize professional judgement for early identification and effective resolution or escalation of issues that arise</li><li>Develop and sustain relationships with third party vendors. Communicate and monitor quality performance and established standards</li><li>Immediately notify all necessary parties of irregularities relative to standard HSBC policy/guidelines</li><li>Responsible for pipeline management, taking ownership of loan processes, risk decisions and accountability for meeting or exceeding service level agreements with a proactive approach toward exceeding customer expectations</li><li>Achieve published standards and other key performance indicators (attendance, revenue, retention, service levels, quality, operational risk, etc.)</li><li>Complete other related duties as assigned, including but not limited to: providing guidance and training to less experienced personnel. Support HSBC’s diversity programs. &nbsp;Adhere strictly to compliance and operational risk controls with HSBC and regulatory standards, policies and practices: report control weaknesses, compliance breaches and operational loss events</li></ul>For this role, HSBC targets a pay range between $50,000 and $75,000.The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Requirements You´ll likely have the following qualifications to succeed in this role:<ul><li>Knowledge of Mortgage Products, Documents, Investor, and Compliance Requirements</li><li>Ability to make sound decisions based on information provided and defined policies</li><li>Ability to effectively multi-task and manage numerous duties/deadlines simultaneously, while maintaining high quality</li><li>Strong customer service, organizational and communication (written/oral) skills</li><li>Minimum of 2 years proven bank, mortgage business, mortgage systems related experience or equivalent</li><li>Minimum of bachelor’s degree in business, accounting, related field, or equivalent experience</li><li>Proven communications, organizational, analytical, administrative, problem-solving, and interpersonal skills</li><li>Proficiency with personal computers as well as pertinent HSBC systems and software</li><li>Ability to meet deadlines and objectives independently and within the team</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

Mortgage Specialist

Job description Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share. The Head of Surveillance, US &amp; Americas will be responsible for managing the overall Surveillance program across all three US business lines (Markets and Securities Services; Wholesale Banking; and Wealth &amp; Private Banking). The program consists of Trade, Electronic Communications, Voice, and Unauthorized Trading Surveillance activities. This is a pivotal management role which will ensure output, governance and connectivity remains at a high standard. The role-holder must be a clear, confident and impact conscious communicator, as there will be interactions with HSBC Senior Management and Regulators. As our Head of Surveillance, US &amp; Americas you will:<ul><li>Maintain an effective surveillance risk management program, the output of which are fit for purpose and effective</li><li>Assists management and the line of business Compliance Officers in identifying and containing compliance risk, monitoring, reporting, and certification, fostering a compliance culture and optimizing relations with Regulators</li><li>Develop strong relationships with all lines of defense and global surveillance colleagues: Senior Management, Audit, Front/Middle/Back Office, Operations, Compliance Advisory, Change Management, and IT</li><li>Understand areas of existing, new or emerging areas of risk for each business line and analyze any effect on the surveillance program</li><li>Strong interpersonal skills with the ability to communicate effectively with both Compliance and stakeholders</li><li>Maintain the HSBC internal control standards including the timely implementation of internal and external audit points, together with any issues raised by external regulators</li><li>Develop cases for the prioritization of Regional requirements within the global book of work and influence global stakeholders to ensure understanding and acceptance of these requirements</li><li>Work with the relevant business lines on high profile projects to ensure that the regulatory demands of those projects are met</li><li>Reassess the operational risks associated with the role and inherent risk in the businesses, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology</li><li>Respond to many demanding regulator-driven requirements (across various jurisdictions), whilst transforming the program to become even more effective and efficient</li></ul>For this role, HSBC targets a pay range between $240,000.00 and $320,000.00 The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Requirements You´ll likely have the following qualifications to succeed in this role: <ul><li>Detailed knowledge of US Market Abuse regulations and related surveillance expectations is essential</li><li>Seasoned professional from the global financial services industry with a strong Compliance background</li><li>Expert knowledge of cross business line products, with practical experience in relevant products or businesses</li><li>Proven ability to manage and articulate challenging messages with global business stakeholders</li><li>Experience building and maintaining relationships with senior employees and representing senior leadership externally</li><li>Ability to clearly articulate business and regulatory implications of analysis and findings</li><li>Proven ability to manage in various geographic locations</li><li>Ability to proactively evaluate global regulatory change / developments and react accordingly to keep the bank safe</li><li>Evidence of collaboration with key stakeholder functions as well as providing credible challenge to the business/desk supervisors in their daily risk management</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

Head of Surveillance, US & Americas

Job description Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.The Wealth Planner is a contributing member of HSBC’s Wealth Planning and Advisory (WPA) team of global trust, estate planning, financial planning, family governance, philanthropy, and family office specialists, who together provide advisory services to HSBC individual and family clients. The Financial Planning Lead leads the strategic financial planning delivery for the US Wealth &amp; Personal Banking business, serves as subject-matter expert on financial planning topics, particularly retirement planning and executive compensation/planning with concentrated positions, and works directly with clients to formulate and implement holistic financial planning advice.HSBC Wealth &amp; Personal Banking US is an integrated platform which provides comprehensive financial services to clients from mass affluent through Ultra High Net Worth (UHNW) segments. A cornerstone piece of HSBC’s model is the Wealth Planning &amp; Advisory team, a centralized team of specialist resources with deep technical expertise in the areas of estate planning, income tax, pre-immigration and cross-border tax planning, business succession, philanthropy, family governance, and family office advisory. Wealth Planning &amp; Advisory partners with internal stakeholders, including Sales management and Relationship Managers as assigned.&nbsp;Within the team, the Financial Planning Lead’s key focus is on Premier and Private Client segments on comprehensive financial plans and will work directly with multi-national executives and high earners across the client continuum to support WPB US’s focus on international-connected clients.As our Wealth Planner, Financial Planning Lead you will:<ul><li>Deliver high-quality, fit-for-purpose financial plan advice to Premier and Private Client clients, with a focus on connecting clients’ stated goals to thoughtful recommendations, and tying those recommendations to HSBC products and services. Execute at the highest level, bringing the bank’s best thinking to bear in a package that reflects the quality of our global brand</li><li>Focus on growth, help to drive new revenue by working directly with clients and connect financial plans to HSBC products and services</li><li>Become familiar with the full breadth of the HSBC offering and will be able to identify opportunities for product sales in furtherance of a client’s stated goals. Focus on high-value opportunities while creating scale for him/herself via trainings and teach-ins</li><li>Serve as financial planning subject-matter expert for the US business</li><li>Lead clients through the financial planning process, identify opportunities, and deliver recommendations in furtherance of a client’s stated financial goals</li><li>Assist Head of Wealth Planning and the WPB Sales Distribution team with building the financial planning platform for HSBC US</li><li>Partner with Regional Heads, Market Managers, and Sales Distribution team to grow financial planning fluency among Wealth Relationship Managers across the US</li><li>Provide thought leadership, training, and ongoing expertise on key financial planning themes, including retirement planning and executive compensation/restricted stock topics</li><li>Work in a close, collaborative team of planners with varied and complementary backgrounds to bring the appropriate expertise to a client scenario</li></ul>For this role, HSBC targets a pay range between $148,300.00 and $222,500.00The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee’s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Requirements You´ll likely have the following qualifications to succeed in this role:<ul><li>Mastery of the financial planning process and understanding of advanced tax, retirement, and executive compensation rules and strategies</li><li>Sales acumen and demonstrated experience effectively working with clients and ability to recommend appropriate, tailored solutions in furtherance of a client’s stated financial goals</li><li>Extensive experience presenting financial plans and an interest in teaching financial planning principles to a growing sales force</li><li>Certified Financial Planner designation and ten years’ experience working directly with clients in a financial planner capacity. Tax qualification (CPA, Masters in Tax) beneficial</li><li>Familiarity with MoneyGuide Pro financial planning software</li><li>Experience with non-US retirement plans, and Mandarin or Spanish language fluency a plus</li><li>Series 7 and 66 required, or ability to obtain within the first 90 days of employment</li></ul>In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC’s engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You’ll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

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