Pathward, N.A.

Pathward, N.A. is a company focused on providing innovative financial services and solutions, leveraging technology to enhance customer experience.

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đź’¸ 20.71 - 36.96 USD per hour

🔍 Financial Controls

  • Bachelor’s Degree or equivalent
  • 2+ years of related experience.
  • Executes the audit process during production season (random audits, high fee audits, etc.) – and serving as main point of contact with ERO’s for these audits.
  • Scores ERO offices on audits based on approved guidelines developed each tax season.
  • Provides annual input in creating corporate guidelines relating to ERO onboarding.
  • Escalates issues/recommendations to management for approve/decline decisioning.
  • Main contact for Loss Prevention and all other Tax Division departments as well as corporate audit/compliance/FIU groups.
  • Reviews red flag issues using processes provided, and submits corrections and action items to management.
  • Processes seasonal enrollment applications, reviews for proper documentation (ID’s, background checks, etc) and ultimately submits an acceptance or decline recommendation for ERO
  • Assists in responding to subpoenas as needed
  • Other duties as assigned
Posted 6 days ago
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🔥 P&C Specialist Sr
Posted 13 days ago

đź’¸ 43124.0 - 76723.2 USD per year

🔍 Financial Services

  • High School Diploma or equivalent
  • Typically requires a minimum of five years of related experience.
  • Provides administrative support for P&C processes and projects for assigned team, improvement, job documentation, and more
  • Monitors People & Culture inbox and responds to inquiries
  • Provides recruiting support, including posting job opportunities, scheduling interviews, and communicating with candidates
  • Drives the new hire onboarding process, including serving as new hire liaison for both employees and managers, triggering all onboarding systems, sending communications, supporting new hire orientation, and completing I9 verifications and background checks
  • Processes employee exits, including sending all communications, updating P&C systems, scheduling exit interviews, and analyzing exit survey data
  • Creates and sends employee change documentation, partners with Payroll Team and Business Partners to ensure timely processing, and accurately manage personnel files within HRIS
  • Completes all employment verifications and unemployment claims
  • Creates and distributes reports for assigned
  • Assists in organizing and executing inclusive company events including community service events and other team building events (virtual and in-person)
  • Remains updated on P&C Market trends and employment laws to ensure compliance with applicable local, state and federal regulations
  • May include required travel including attending in person career fairs
  • Other duties as
Posted 13 days ago
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đź“Ť United States, Canada

🧭 Full-Time

đź’¸ 71883.0 - 132757.0 USD per year

🔍 Financial Services

  • 5+ years project management, business, IT/IS leadership experience
  • Understanding of Scrum/Agile methodology
  • Knowledge of data management practices
  • Bachelor’s degree or equivalent experience
  • Manage project throughout the entire lifecycle
  • Define project scope, goals and deliverables
  • Develop project schedules and communication documents
  • Estimate resources needed for project goals
  • Negotiate with resource managers
  • Monitor project expectations with stakeholders
  • Identify and resolve project issues
  • Manage project risks
  • Coach and mentor project team members

Project ManagementAgileSCRUMCross-functional Team LeadershipNegotiationRisk ManagementStakeholder managementData management

Posted 20 days ago
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đź“Ť United States, Canada

🧭 Full-Time

đź’¸ 86259.0 - 159308.0 USD per year

🔍 Financial Services

  • Bachelor's degree or equivalent experience
  • Master's degree preferred
  • Minimum of 8 years of related experience
  • Facilitate alignment among policies and guidelines
  • Monitor operational and strategic risks
  • Identify and implement controls to mitigate risks
  • Act as liaison for internal/external audit support
  • Translate control deficiencies into action plans
  • Enhance governance practices
  • Perform testing and reviews
  • Monitor and escalate issues to stakeholders

SQLBusiness AnalysisData AnalysisComplianceRisk Management

Posted 27 days ago
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đź“Ť United States, Canada

🧭 Full-Time

đź’¸ 99501.0 - 183764.0 USD per year

🔍 Equipment Finance

  • Bachelor's degree or equivalent experience
  • 8+ years of relevant experience
  • Strong communication skills
  • Negotiate effectively
  • Ability to manage competing priorities
  • Oversee collateral valuations and pricing
  • Develop and execute policies for Equipment Finance
  • Manage the Asset Management team
  • Manage equipment remarketing and third-party networks
  • Conduct quarterly/annual collateral reviews

LeadershipNegotiation skillsTeam management

Posted about 1 month ago
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đź’¸ 99501.91 - 183764.31 USD per year

🔍 Commercial Finance

  • Bachelor's degree or equivalent education and work experience.
  • 8+ years experience
  • Experience in commercial finance including structured financing, working capital, equipment financing or insurance premium financing
  • Detail-orientated, customer service-minded and comfortable working in a fast-paced environment
  • Highly motivated and results driven
  • Ability to multitask and stay organized is essential
  • Excellent communication skills
  • Demonstrated record of success providing professional, solutions-based sales over the phone
  • Ability to work well under pressure to meet sales goals & deadlines
  • Experience with high call volume (cold calling) is a plus
  • Collaboration, Attention to detail, Analytical, Understanding of financials accounting concepts and entries
  • Acquire and cultivate new business opportunities and analyzes market research data to guide sale efforts.
  • Effectively present and explain financial products and value to prospective clients.
  • Meet or exceed volume, margin, fee, and cross-sell targets as assigned.
  • Establish and maintain a network of referral sources able to identify capital access needs not currently being addressed in the conventional market.
  • Obtain required application and financial information from borrowers to facilitate underwriting and closing along with appropriately executed documents.
  • Remain up to date on competitors and competitive products.
  • Contribute to the company’s overall production, portfolio performance and reputation while striving to meet or exceed individual goals.
  • Create, manage, and maintain a pipeline to active sales goals.
  • Negotiate and maximize profitability on all new business.
  • Partner and collaborate with other departments to maximize customer growth and retention.
  • Assists in the implementation of company’s marketing plans as needed.
  • Continually refine processes to stay in front of customers in relevant industries.
  • Responsible to build and maintain new and current customers relationships.
  • Other duties as assigned.
Posted about 2 months ago
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đź“Ť Sioux Falls, SD, Scottsdale, AZ, Troy, MI, Franklin, TN, Dallas, TX

🧭 Full-Time

đź’¸ 99501.91 - 183764.31 USD per year

🔍 Financial Services

  • 12+ years of varied experience implementing Data Management including Data Quality, Data Modeling, and Data Integration.
  • 10+ years of enterprise experience in data architecture efforts across various disciplines.
  • 5+ years of experience with end-to-end Data Warehouses using technologies like SSIS, Power BI, and Tableau.
  • At least 4+ years in the financial industry.
  • 2+ years of leading distributed teams in cloud environments.
  • Strong skills in SQL, performance optimization, data catalog, and effective communication.
  • Drive the architectural effectiveness of data-related business initiatives within the organization.
  • Maintain and enhance the current state data architecture while planning future state architecture.
  • Develop technology roadmaps for smooth transitions.
  • Design data solutions addressing business capabilities.
  • Create solutions to optimize enterprise data infrastructure.
  • Advocate for data architecture process to business leaders.
  • Provide technical leadership and guidance to development teams.

SQLETLData modelingData management

Posted 3 months ago
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đź“Ť Sioux Falls, SD, Scottsdale, AZ, Troy, MI, Franklin, TN, Dallas, TX

🧭 Full-Time

đź’¸ 82918.25 - 153136.92 USD per year

🔍 Finance

  • Bachelor's degree in Finance, Accounting, or equivalent education and work experience. Master's degree preferred.
  • Typically requires a minimum of 8 years of related experience with a bachelor’s or equivalent.
  • Knowledge of a wide range of asset types and an understanding of various finance structures.
  • Strong understanding of secondary market performance for a wide variety of asset classes.
  • Solid understanding of valuation methodologies and secondary market behavior for various asset classes
  • Proficient in Microsoft Excel
  • Understanding of financial modeling
  • Understanding of superTRUMP and T-Value pricing calculators preferred
  • Advise and document values of current and potential financed assets. This includes market research on equipment trends and forecasts to determine accurate current and future values of equipment.
  • Work directly with Credit and Sales to price multiple financial products, including leases and loans. Assist in facilitating competitive deal structures to drive new business volume and impact company growth.
  • Work directly with Sales and/or customers to provide various FMV purchase and lease renewal options including forecasting expected results and analyzing the economic impact that options will have on financial reporting.
  • Assist with the remarketing of off-lease equipment through a combination of dealers, brokers, and end-users.
  • Other duties as assigned.

Microsoft ExcelBudgetingMarket ResearchFinancial analysis

Posted 3 months ago
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đź“Ť Sioux Falls, SD, Scottsdale, AZ, Troy, MI, Franklin, TN, Dallas, TX

🧭 Full-Time

đź’¸ 99501.91 - 183764.31 USD per year

🔍 Financial Services

  • Bachelor’s degree or equivalent experience.
  • 10+ years delivering scalable, secure, and highly available technical data solutions.
  • 5+ years of experience designing and building Data Engineering pipelines with industry leading technologies such as Talend, Informatica, etc.
  • Extensive SQL experience.
  • Experience with ELT processes for transformation push down and data replication using tools such as Matillion.
  • Experience with Data Visualization tools such as PowerBI, ThoughtSpot, or others.
  • Experience with Python.
  • Experience with SQL Server, SSIS, and No-SQL DBs preferred.
  • 3+ years of complex enterprise experience leading distributed Data Engineering teams.
  • 3+ years of experience in cloud data environments leveraging technologies such as Snowflake and AWS.
  • 3+ years of banking or financial services and products domain experience.
  • Strong data architecture, critical thinking, and problem-solving abilities.
  • Ability to communicate effectively with all levels in the company.
  • Leads a Data Engineering team with responsibility for planning, prioritization, architectural & business alignment, quality, and value delivery.
  • Develops flexible, maintainable, and reusable Data Engineering solutions using standards, best practices, and frameworks with a focus on efficiency and innovation.
  • Solves complex development problems leveraging good design and practical experience.
  • Continually looks at ways to improve existing systems, processes, and performance.
  • Leads and participates in planning and feature/user story analysis by providing feedback and demonstrating an understanding of business needs.
  • Solves business problems by implementing technical solutions based on solid design principles and best practices.
  • Identifies and contributes to opportunities for departmental & team improvements.
  • Documents software, best practices, standards, and frameworks.
  • Mentors staff by providing technical advice, helping with issue resolution, and providing feedback.
  • Contributes as a subject matter expert in technical areas.
  • Keeps up to date with current and future changes in tools, technology, best practices, and industry standards through training and development opportunities.
  • Identifies and leads learning and training opportunities for other team members and staff.

AWSPythonSQLSnowflakeData engineering

Posted 3 months ago
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🔥 Data Scientist I
Posted 5 months ago

đź“Ť Sioux Falls, SD, Scottsdale, AZ, Troy, MI, Franklin, TN, Dallas, TX

🧭 Full-Time

đź’¸ 57582.12 - 106345.1 USD per year

🔍 Financial services

  • Master’s or PhD degree in Finance, Business, Actuarial, or Analytics related field.
  • 2 years of experience in data mining and modeling, specifically with SAS, SQL, R/Python.
  • Experience in the consumer credit industry is a plus.
  • Strong analytical and problem-solving skills, along with solid business acumen.
  • Exceptional written and communication skills to explain complex insights to various audiences.
  • Technical skills including SAS, R/Python, AWS Sagemaker, and data analysis in Snowflakes and SQL environments.
  • Knowledge and experience with AI/ML and credit bureau data.
  • Consolidate disparate and large datasets for reporting and analytical work, ensuring data quality and governance.
  • Mine, model, and analyze large datasets using descriptive, predictive, and prescriptive analytics.
  • Develop insights from historical performance data, identify opportunities, and implement analytical solutions.
  • Support machine learning and statistical models for predicting credit outcomes and quantifying risks.
  • Design and deploy model monitoring frameworks to assess performance.
  • Advise senior management of emerging trends and risks.
  • Collaborate with vendors and technology teams for accurate strategy implementation.
  • Conduct ad hoc analyses as required.

AWSPythonSQLData MiningMachine LearningCommunication Skills

Posted 5 months ago
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