Investment Specialist jobs in Saint Paul, MN
Investment Specialist invests in and sells short-term securities, including commercial paper to meet short-term investment and financing needs. Tracks market rates, sets rates to be paid, and the daily quantity to be sold. Being an Investment Specialist prepares periodic investment reports. Requires a bachelor's degree. Additionally, Investment Specialist typically reports to a manager. Investment Specialist is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Investment Specialist typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Recently Added Investment Specialist jobs
Insurance Specialist
- Two Harbors Investment Corp.
-
Saint Louis, MN
FULL_TIME
-
RoundPoint Mortgage Servicing LLC
This position can also sit in Dallas, TX or Minneapolis, MN
Position Overview
RoundPoint tracks all aspects of insurance, including both claim processing and data monitoring. The Insurance Specialist directly impacts the quality of insurance tracking and the homeowner’s insurance claim experience. RoundPoint utilizes an insurance vendor to track all types of homeowner’s insurance and property coverage requirements (e.g., flood, hazard, earthquake, etc.). RoundPoint processes all insurance claims in-house.
The Insurance Specialist monitors quality and accuracy of the insurance vendor’s work, identifies any servicing errors, and tracks progress to completion. The Insurance Specialist must quickly communicate any issues to the vendor, analyze the root cause, and oversee remediation of any issues. The Insurance Specialist also processes a pipeline of insurance claims and ensures timely disbursement of funds within regulatory, investor, and agency guidelines.
Key Tasks and Responsibilities:
- Identify and research insurance coverage, type, and expiration gaps through reporting
- Communicate directly with insurance carriers as needed to clarify coverage in-place or claim details
- Research and respond to internal and external audit inquiries; resolve homeowner complaints
- Remit insurance premiums for escrowed accounts and verify coverage
- Monitor a pipeline of insurance claims while taking ownership to ensure a positive homeowner experience
- Communicate insurance claim requirements to key internal stakeholders
- Recommend and develop process enhancements, policy changes, and/or procedures with management
- Escalate aging items as appropriate
- Other duties as assigned
Required:
- Bachelor’s degree required; exceptions will be made based on experience
- Capability to work in and adapt to a fast-paced environment with a fluctuating volume of work
- Advanced computer skills, including Microsoft Office products, specifically excel (Pivot Tables, Vlookup)
- Accounting and math skills
- Professionalism and ability to interface with upper management
- Problem-solving skills, identify issues and concerns, and participate in solutions
- Strong oral and written communication skills
- 1 years mortgage servicing experience or work at an insurance agency
- Mortgage servicing application knowledge, preferably with MSP/BKFS/Fidelity
- Relentless pursuit of excellence
- Knowledge of escrow-related activities
- Ability to multitask, work in a team, change in role and duties, consistently meet/exceed deadlines
- Strong organizational skills with attention to detail
Grow. Make a difference. Have fun along the way.
Our mission is to serve our homeowners and all of their homeownership needs. We do this by embracing challenges, executing with excellence, and fostering a positive work culture that encourages personal and professional growth. We are on the fast track to becoming the premier marketplace for all things home, and the National Mortgage News and Best Companies Group just named us one of 2019's Best Mortgage Companies to Work For! Without a doubt, RoundPointers are what make this company a great place to work! That’s why we hire individuals who share our core values: Energy, Ethics, Execution, Everyone, and Earn it!
As a RoundPointer, we will empower you to innovate, provide meaningful solutions, set goals and crush them, play hard, and give back to the community! Our secret sauce is our mantra, All In. All Win. Together, we can achieve great things!
Physical Demands & Working Conditions
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job:- The employee is regularly required to talk or hear.
- The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
- The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
- The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
- Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
- The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.
- 13 Days Ago
Investment Operations Specialist I
- Gradient Investments, LLC
-
Arden, MN
FULL_TIME
- Gradient Financial Group, LLC is a leading nationwide financial services company consisting of eleven entities. We are seeking a motivated Investment Operations Specialist I to join our Gradient Inves...
- 4 Days Ago
Investment Operations Specialist
- BuzzClan Private Limited
-
Saint Paul, MN
CONTRACTOR
- Job Title: Investment Operations SpecialistLocation: West Side Flats., Saint Paul, Minnesota (55107)Duration: 5 MonthsShift Time: 1st Shift (8:00 AM to 5:00 PM)Notes:Hybrid - Minimum of 3 days per wee...
- 21 Days Ago
Relationship Specialist - located at Royal Credit Union
- Financial Resources Group Investment Services LLC
-
Richmond, WI
FULL_TIME
- Job Overview: Working within a financial institution or with a program office— Royal Credit Union, a Relationship Specialist supports the program by supporting the program management and Financial Con...
- 4 Days Ago
Wealth and Investment Management Operations Control Management Specialist
- Wells Fargo
-
Minneapolis, MN
FULL_TIME
- Why Wells Fargo: This is where your true career begins. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" i...
- 2 Months Ago
Sales Application Engineer - Technical Specialist
- Technical Specialist - Trane Technologies Careers
-
Minneapolis, MN
FULL_TIME
- At Trane TechnologiesTM and through our businesses including Trane® and Thermo King®, we create innovative climate solutions for buildings, homes, and transportation that challenge what’s possible for...
- 1 Month Ago
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0 Investment Specialist jobs found in Saint Paul, MN area
Collections Specialist
- Marsden Services
-
Saint Paul, MN
- Job Description Job Description The Collections Specialist will serve as the company ambassador upholding the Company’s ...
- 4/16/2024 12:00:00 AM
Safety Officer (Program Specialist)
- Ramsey County, MN
-
Saint Paul, MN
- Salary : $67,531.17 - $100,040.58 Annually Location : (Ramsey County Courthouse) Saint Paul, MN Job Type: Full Time Remo...
- 4/16/2024 12:00:00 AM
Experienced Appliance and Drain Maintenance Technician
- Housing Hub Property Management
-
Saint Paul, MN
- Job Description Job Description Job Title: Experienced Appliance Specialist Location: Twin Cities Metro Start Date: ASAP...
- 4/15/2024 12:00:00 AM
Endodontist
- Minnesota Region
-
Saint Paul, MN
- Description: Now is the time to join a fast growing organization. You will have opportunities to learn new skills from o...
- 4/15/2024 12:00:00 AM
Insurance New Business Specialist
- Valmark Financial Group
-
Saint Paul, MN
- Job Description Job Description Do you enjoy streamlining, driving, and implementing processes and procedures? Do you ge...
- 4/14/2024 12:00:00 AM
Renewable Studies Electrical Engineer
- Power System Engineering Inc
-
Saint Paul, MN
- Job Description Job Description Renewable Studies Electrical Engineer Location: Madison WI, Denver Colorado, Michigan, S...
- 4/14/2024 12:00:00 AM
Energy Advisor Intern == Must Live Locally **
- Franklin Energy
-
Saint Paul, MN
- COMPANY SUMMARY As a combined organization, Franklin Energy and AM Conservation Group is undertaking what is perhaps the...
- 4/13/2024 12:00:00 AM
Senior Controls Engineer
- TruNorth Automation
-
Saint Paul, MN
- Job Description Job Description 6866 33rd St N #130 Oakdale, MN 55128 hr@TruNorth-Automation.com 651-352-2812 Position T...
- 4/12/2024 12:00:00 AM
About Saint Paul, Minnesota
Saint Paul's history and growth as a landing port are tied to water. The city's defining physical characteristic, the confluence of the Mississippi and Minnesota Rivers, was carved into the region during the last ice age, as were the steep river bluffs and dramatic palisades on which the city is built. Receding glaciers and Lake Agassiz forced torrents of water from a glacial river that undercut the river valleys. The city is situated in east-central Minnesota.
The Mississippi River forms a municipal boundary on part of the city's west, southwest, and southeast sides. Minneapolis, the state's ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Specialist jobs
$112,812 to $190,718
Saint Paul, Minnesota area prices
were up 1.4% from a year ago
were up 1.4% from a year ago
What does an Investment Specialist do?
Investment Specialist in Salem, OR
The UK stock market’s mix of domestically-focused and multinational companies provides compelling long-term investment opportunities, allowing investors to build strong and internationally diversified portfolios—while benefiting from the high corporate governance and regulatory standards that are a key attraction of any UK investment.
November 27, 2019
The role is to communicate with investors and act as a stand in for the Portfolio Manager - since they are busy with the investment side.
January 02, 2020
Investment Specialist in Reno, NV
Identify customers ‘ investment needs by basic financial planning modules.
February 16, 2020
Investment Specialist in Portsmouth, NH
UNCDF is structured around on-balance-sheet de-risking investments and off-balance-sheet third party managed funds, for which UNCDF sources pipeline aligned with the SDGs, particularly in Least Developed Countries.
January 15, 2020