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Experience GuideStone! We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship. What We Offer You! We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement. Job Summary As Compliance Analyst for GuideStone you will report directly to the Senior Manager, Mutual Funds Compliance. This position is responsible for day-to-day compliance functions and the implementation and oversight of the GuideStone Funds compliance program under Rule 38a-1 of the Investment Company Act and the GuideStone Capital Management compliance program under Rule 206(4)-7 of the Investment Advisers Act. Essential Duties &amp; Responsibilities <ul><li>Develop, maintain, and update policies and procedures of the Adviser and Funds.</li><li>Maintain relationships, perform due diligence and oversight of sub-advisers, service providers, and intermediaries.</li><li>Perform portfolio compliance monitoring for sub-advised funds.</li><li>Monitor and assess compliance risk and related controls. Develop appropriate testing strategies, conduct assessments of the Adviser and the Funds, and report findings.</li><li>Prepare and review compliance reporting materials for the Fund's Board of Directors.</li><li>Assist with the implementation of new and amended rules and regulations, and other department updates.</li><li>Represent compliance management and work with a team of other compliance professionals, attorneys, business partners, and/or project/IT teams to deliver compliant business and regulatory requirements.</li><li>Travel is required up to 5% annually.</li><li>Proven self-starter who successfully completes responsibilities in a timely manner with minimal supervision.</li></ul>Knowledge, Skills, and Abilities The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Minimum Requirements: <ul><li>Bachelor's Degree or equivalent work experience</li><li>At least 5 years of analytical or equivalent industry relevant experience (investment adviser, audit/accounting firm, broker-dealer, bank, regulatory agency, or law firm).</li></ul>Preferred Experience: <ul><li>At least 3 years of direct investment adviser and/or mutual fund compliance experience including preparation of compliance procedures and reports and performing monitoring and testing.</li><li>Understanding of regulatory compliance requirements of the Investment Company Act of 1940 (especially 38a-1 thereunder), and the provisions of the Investment Advisers Act of 1940 related to advising mutual funds. </li><li>Familiarity with financial instruments, investment strategies including complex instruments across all asset classes.</li><li>Familiarity with mutual fund operational functions including investment process (internally managed and sub-advised), trading, operations, accounting, tax, transfer agency, and custody.</li><li>Familiarity with compliance monitoring systems (e.g., Blackrock Aladdin, Bloomberg CMGR, CRIMS, SS&amp;C Eze). </li><li>Compliance industry certification (e.g., IACCP), a plus.</li><li>Must have complete confidentiality regarding GuideStone business matters.</li></ul>#LI-hybrid #LI-HM1

Compliance Analyst - Mutual Funds

Overview About Us At Upbring, we are servants on a mission to break the cycle of child abuse. We are warriors, brave as the thousands of Texas Children and families we serve. We stand up for those who cannot speak for themselves. We are a family who values innovation, empathy, patience, understanding and trustworthiness. About Our Headstart Centers Upbring Head Start Preschool provides a safe, inclusive place to learn, grow and thrive. The families receive support and services to complement the child's education as the kindergarten transition nears. What Education Implementaion and Compliance Specialist's Do EICO's primary responsibility is to ensure that all newly awarded Upbring Head Start grants establish classrooms in accordance with the CLASS Methodology. During the startup of the new grant award, this position will be responsible for transitioning, planning, organizing, and implementing education services for the children. Additionally, the EICO will perform internal reviews of Upbring Head Start and Early Head Start centers in support of compliance, monitoring, CLASS methodology, and quality assurance systems. Our Upbring staff members are servant-leaders on the pursuit of breaking the cycle of child abuse and empowering others to do the same through example while embodying our core values: We are Warriors. We are Servants. We are Family. Responsibilities We Are Warriors | We Set the Standards for Child Education Work Standards <ul><li>Conducts inventory and verification of incoming education supplies and equipment from previous grantees</li><li>Follow the OHS CLASS Methodology</li><li>Staff must not use/imposed corporal punishment or other forms of child maltreatment as a method to discipline children</li><li>Comply with the company code of conduct and other applicable regulations and requirements, including Licensing Head Start Program Performance Standards (HSPPS), Upbring policies, and procedures, Child Care Minimum Standards, and other federal, state, and local regulatory requirements</li><li>Always ensure the health and safety of each child in care, and support the overall well-being of children</li><li>Ensure compliance with Head Start Performance Standards, Licensing Regulations, and Upbring procedures</li><li>Fulfill role as mandated reporter as stated in Child Abuse and Neglect Policy</li><li>Travel to programs across counties as needed</li><li>Ability to work within specified deadlines and time frames</li><li>Be present at work to provide consistency of services</li><li>Other projects and duties as assigned</li></ul>Communication <ul><li>Observe, document, and code teacher-child interactions in all assigned classrooms</li><li>Communicates with leadership on programmatic status, updates, and any concerns regarding the educational component</li><li>Immediately communicate with supervisor any and all concerns related to child health and safety</li><li>Review program data provided through monthly reports and assessment systems to identify patterns and trends that inform continuous quality improvement</li><li>Develop new data gathering instruments and conduct evaluation of existing tools for measurement and assessment</li><li>Be present at work to provide consistency of services</li></ul>Fiscal Management <ul><li>Develops, organizes, implements ongoing monitoring, and quality assurance systems pertaining to programmatic and financial compliance and quality with Head Start regulations. This includes a system of reporting for non-compliance finding</li><li>Ensures fiscal management by monitoring educational expenditures during start up</li></ul>We Are Servants We Help Others Teamwork <ul><li>Seek guidance and support from supervisor for mitigating concerns: inclusive but not limited to classroom management, behavior management, child health and safety, child development, and any other concerns requiring intervention</li><li>Works with Operations Assistant Superintendent, Regional and/or Program Director to order equipment and supplies for newly established classrooms</li><li>Works in conjunction with the Operations Assistant Superintendent to develop operational procedures, implement strategic initiatives, and complete projects that impact the program goals and objectives</li><li>Develop a program compliance calendar, template, and other systems in partnership with Assistant Superintendent that tracks licensing and Head Start regulations</li><li>Work in conjunction with Compliance Team to conduct annual self-assessment utilizing the most recent Focus Area 1 and 2 Monitoring Protocol</li><li>Actively participate in collaborative and cooperative efforts and activities with the Head Start leadership team</li></ul>We Are Family We Are Passionate &amp; Compassionate Building Relationships <ul><li>Works with the Implementation and Compliance Officer of Operations to ensure classrooms are set up and ready for inspections by HHS licensing representative</li><li>Work in conjunction with Compliance Team and Leadership Team to complete program's annual Community Assessment, Self-Assessment, and Annual Reviews as necessary</li><li>Work closely with the Superintendent, Assistant Superintendents, Head Start Leadership, and Head Start staff to maintain focus on education (learning outcomes) and aligning instructional strategies with program goals and objectives that meet the needs of the students and families</li><li>Interact with a customer-friendly focus and professional manner</li><li>Work as part of the team player, exhibit professionalism (commitment, confidence, responsibility, dependability, honesty, ethics, appearance) and a positive attitude with team-mates and supervisor</li><li>Model and demonstrate a positive attitude and positive working relationships, while maintaining strong ethical boundaries</li><li>Actively participate in exhibiting cultural awareness and sensitivity when interacting with children, parent(s)/guardian(s), staff, and the community</li></ul>Qualifications Minimum Qualifications <ul><li>Bachelor's degree in Early Childhood Education or related field</li><li>3 years' CLASS observation experience</li><li>3 years' experience Head Start or Early Head Start</li><li>Ability to travel up to 75% of the time</li><li>Ability to communicate effectively in written or verbal format to groups of all sizes and individuals</li><li>Reliable transportation and state-mandated minimum insurance coverage(s) on your vehicle</li><li>Work as part of the team player, exhibit professionalism (commitment, confidence, responsibility, dependability, honesty, ethics, appearance) and a positive attitude with team-mates and supervisor</li><li>Model and demonstrate a positive attitude and positive working relationships, while maintaining strong ethical boundaries</li><li>Strong computer skills, high proficiency with Microsoft Office Products (Word, Excel, and Outlook)</li></ul>Preferred Qualifications <ul><li>Master's Degree in Early Childhood Education or related field</li><li>Experience with early childhood education and special education</li><li>Bilingual education expertise</li><li>Background in Special Education/Inclusion</li><li>Experience with Creative Curriculum model and Teaching Strategies, GOLD assessment system</li><li>Reliable in CLASS</li></ul>Knowledge, Skills, &amp; Abilities <ul><li>Demonstrated success in program management, including operational and financial management, evaluation and assessment, and continuous improvement for educational programs</li><li>Previous experience with data reporting</li><li>Demonstrated success implementing new programs to engage broad, diverse audiences</li></ul>Perks at Upbring <ul><li>Competitive PTO &amp; paid holidays </li><li>Health, dental, vision insurance &amp; more! </li><li>403(b) Plan</li><li>Employee Assistance Program</li><li>Discounted Gym Memberships </li></ul>Diversity. Equity. Inclusion. Belonging We are a diverse and inclusive Organization that recognizes our strength is in the efforts of our selfless warriors. Honoring and recognizing the value and dignity of all individuals is the cornerstone of our agency. The more diverse the individuals, thought processes and lived experiences, the greater the opportunity is to combine unique perspectives to make a greater impact. Our trust, respect, and appreciation for one another is demonstrated through our communication, celebration of progress and relentless effort to be at our best TO FULLFILL OUR MISSION OF BREAKING THE CYCLE OF CHILD ABUSE. Upbring is an Equal Employment Opportunity/AA Employer and does not discriminate on the basis of race, color, ancestry, religion, age, sex, sexual orientation, gender, gender expression, gender identity, pregnancy, marital status, national origin, genetic information, physical or mental disability, military or veteran status.

Education Implementation and Compliance Specialist

Overview About Us At Upbring, we are servants on a mission to break the cycle of child abuse. We are warriors, brave as the thousands of Texas Children and families we serve. We stand up for those who cannot speak for themselves. We are a family who values innovation, empathy, patience, understanding and trustworthiness. About Our Headstart Centers Upbring Head Start Preschool provides a safe, inclusive place to learn, grow and thrive. The families receive support and services to complement the child's education as the kindergarten transition nears. What Operations Implementaion and Compliance Specialist's Do The Operations Implementation and Compliance Specialist (OICS) is responsible for ensuring that newly awarded Upbring Head Start grantees are operational by the proposed OHS deadline. This position is responsible for maintaining a thorough knowledge of Minimum Standards for Child-Care Centers, Head Start Performance Standards and the Child and Adult Care Food Program. The OICO conducts internal reviews of all Upbring Head Start and Early Head Start centers for compliance with Minimum Standards for Child-Care Centers, Head Start Performance Standards, and the Child and Adult Care Food Program. The OICO provides support to the Area Directors regarding compliance issues conducted by on-site visits, observations, and data collection. Our Upbring staff members are servant-leaders in the pursuit of breaking the cycle of child abuse and empowering others to do the same through example while embodying our core values: We are Warriors. We are Servants. We are Family. Responsibilities We Are Warriors | We Set the Standards for Child Education Work Standards <ul><li>Ensure that new awarded centers have all required environmental studies as well as health, fire and building inspections</li><li>Ensure that all repairs are completed from all inspections and environmental studies</li><li>Submit HHS child-care licensing application for newly awarded centers</li><li>Obtain bids for installation of fire monitoring systems and hood suppression systems and/or playgrounds for newly acquired centers as needed</li><li>Ensure compliance with procurement procedures as well as the Davis Bacon Act</li><li>Ensure that playground structure and layout meet Head Start Performance and Child Care Minimum Standards</li><li>Ensure that all vehicles being conveyed from prior grantee are transferred to LSS DBA Upbring Head Start</li><li>Obtain maintenance and fuel cards for all newly transferred vehicles</li><li>Obtain signatures for new lease agreements</li><li>Develops, organizes, and implements ongoing monitoring and quality assurance systems pertaining to programmatic and financial compliance and quality with Head Start regulations. This includes a system of reporting for non-compliance findings</li><li>Ensure compliance with Company, State and Federals standards, along with licensing requirements</li><li>Ensure Centers are compliant with Child and Adult Care Food Program regulations by conducting required monitoring</li><li>Ensure all fire and security systems are in operation and in compliance for all centers</li><li>Receive and verify incoming inventory from previous grantee pertaining to kitchen equipment and vehicles</li><li>Be present at work to provide consistency of services</li><li>Receive and verify incoming inventory from previous grantee pertaining to kitchen equipment and vehicles</li><li>Staff must not use/impose corporal punishment or other forms of child maltreatment as a method to discipline children</li><li>Comply with company policies, procedures, Child Care Minimum Standards, and HSPPS regulations and standards</li><li>Ensure the health and safety of each child in care at all times, and support the overall well-being of children</li><li>Immediately communicate with supervisor all concerns related to child health and safety</li><li>Other duties as assigned</li></ul>Communication <ul><li>Prepare monthly narrative report identifying activities, concerns, and recommendations to Assistant Superintendent of Operations</li><li>Responds to all emergencies</li></ul>Fiscal Management <ul><li>Ensures fiscal management by monitoring operational expenditures during startup</li></ul>We Are Servants We Help Others Teamwork <ul><li>Seek guidance and support from supervisorfor mitigating concerns: inclusive but not limited to classroom management, behavior management, child health and safety, child development, and any other concerns requiring intervention</li><li>Work in conjunction with Compliance Team to conduct annual self-assessment utilizing the most recent Focus Area 1 and 2 Monitoring Protocol</li><li>Work in conjunction with Compliance Team and Leadership Team to complete program's annual Community Assessment</li><li>Work in conjunction with Assistant Superintendent of Operations to develop operational procedures, implement strategic initiatives and complete projects that impact both the local programs and the Company's business objectives</li><li>Serve on project teams, or in an advisory capacity, to support organizational initiatives</li><li>Support Assistant Superintendent of Operations in meeting all programs or company-wide goals</li><li>Assist in surveys new buildings and opportunities for business expansion</li><li>Communicates with leadership on programmatic status and any concerns regarding child-care licensing, operations, facilities, and nutrition</li><li>Participate in staff meetings, conferences, training sessions and workshops as assigned</li><li>Be a contributory team member in a positive/productive manner</li></ul>We Are Family We Are Passionate &amp; Compassionate Building Relationships <ul><li>Liaison with contractors to assure stated work is completed properly</li><li>Ensure Center Directors centers follow municipal ordinances, state licensing laws, and federal standards</li><li>Emergency Liaison with Municipal departments </li><li>Model and demonstrate a positive attitude and positive working relationships, while maintaining strong ethical boundaries</li><li>Actively participate in exhibiting cultural awareness and sensitivity when interacting with staff, and the community</li></ul>Qualifications Minimum Qualifications <ul><li>Bachelor's degree</li><li>3 years' experience with Minimum Standards for Child Care Centers or Head Start Performance Standards</li><li>3 years' related work experience required</li><li>Prior compliance related experience</li><li>Current Texas Driver's License and auto insurance in good standing</li><li>Ability to travel up to 75% of the time.</li></ul>Preferred Qualifications <ul><li>Master's degree in Social Work, Human Services, or related field</li><li>5 years 'of increasingly responsible experience performing work in ERSEA, alongside the minimum qualifications listed above</li><li>Bilingual Spanish English based on service population</li></ul>Knowledge, Skills, &amp; Abilities <ul><li>Maintain confidentiality regarding staff and family information</li><li>Ability to maintain reliable transportation and state-mandated minimum insurance coverage(s) on your vehicle</li><li>Proficient use of Microsoft Word, Excel, and Outlook</li></ul>Perks at Upbring <ul><li>Competitive PTO &amp; paid holidays </li><li>Health, dental, vision insurance &amp; more! </li><li>403(b) Plan</li><li>Employee Assistance Program</li><li>Discounted Gym Memberships </li></ul>Diversity. Equity. Inclusion. Belonging We are a diverse and inclusive Organization that recognizes our strength is in the efforts of our selfless warriors. Honoring and recognizing the value and dignity of all individuals is the cornerstone of our agency. The more diverse the individuals, thought processes and lived experiences, the greater the opportunity is to combine unique perspectives to make a greater impact. Our trust, respect, and appreciation for one another is demonstrated through our communication, celebration of progress and relentless effort to be at our best TO FULLFILL OUR MISSION OF BREAKING THE CYCLE OF CHILD ABUSE. Upbring is an Equal Employment Opportunity/AA Employer and does not discriminate on the basis of race, color, ancestry, religion, age, sex, sexual orientation, gender, gender expression, gender identity, pregnancy, marital status, national origin, genetic information, physical or mental disability, military or veteran status.

Operations Implementation and Compliance Specialist

Join Triumph! At Triumph, a member of the Triumph Financial portfolio of brands, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in everything and everyone we touch. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary The Collateral Compliance Specialist is responsible for ensuring adherence to internal policies and procedures, laws, and industry/banking regulations. Additional responsibilities include monitoring the current client portfolio for potential risk, responding to internal and external inquiries regarding existing clients, and processing client changes/updates. Essential Duties &amp; Responsibilities <ul><li>Process current client ownership and business structure changes by completing due diligence searches. Review and analyze reports to assess risk.</li><li>Process outgoing buyouts - communicate with the new factor and operations team throughout the process to ensure that the transaction is properly documented.</li><li>Process client termination requests/agreements.</li><li>Process client contract changes and amendments.</li><li>File Uniform Commercial Code (UCC) statements with the Secretary of State offices (initial financing statements, termination statements, assignments, and amendments).</li><li>Handle inquiries from other departments and business units.</li><li>Draft legal document packages.</li><li>Complete client setups in Delta system and maintain updated client information within Delta.</li><li>Maintain, communicate and follow-up with sales and operations teams regarding pending items such as tax issues, insurance and authority issues, missing legal documentation, etc.</li><li>Monitor monthly tax reporting for the current client portfolio.</li><li>Attend portfolio reviews to assess risk of existing client relationships.</li><li>Complete periodic client reviews.</li><li>Perform other tasks as assigned by management.</li></ul>Experience &amp; Education <ul><li>Bachelor's degree is preferred. Will consider equivalent work experience in lieu of degree.</li><li>1-3 years of experience in underwriting or risk analysis a plus.</li><li>Experience in transportation factoring is preferred.</li><li>Experience with Uniform Commercial Code (UCC), 3 years + experience.</li><li>Experience in financial services a plus.</li></ul>Skills &amp; Abilities Required <ul><li>Demonstrate initiative and be able to work independently and as part of the team.</li><li>Strong work ethic and organizational skills.</li><li>Must be proficient in Microsoft Word and Excel.</li><li>Ability to handle multiple tasks while maintaining attention to detail.</li><li>Strong professional communication skills.</li></ul>Work Environment The work environment characteristics described here may be encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. <ul><li>Moderate noise (i.e. business office with computers, phone, and printers, light traffic).</li><li>Ability to work in a confined area.</li><li>Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.</li><li>While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.</li><li>Specific vision abilities are required by this job due to computer work.</li><li>Light to moderate lifting is required.</li><li>Regular, predictable attendance is required.</li></ul>#LI-MN1 We offer Medical, Dental, Vision, Paid Time Off, 401k and much more. Go on. Do it. Apply Today!

Collateral Defense Compliance Specialist

At YETI, we believe that time spent outdoors matters more than ever and our gear can make that time extraordinary. When you work here, you'll have the opportunity to create exceptional, meaningful work and problem solve with innovative team members by your side. Together, you'll help our customers get the high-quality gear they need to make the most of their adventures. We are BUILT FOR THE WILD™. The Global Trade Compliance Specialist is responsible for ensuring the organization adheres to all international trade laws and regulations. This role involves managing import and export compliance, implementing compliance policies and working closely with various stakeholders across the organization to mitigate risks. Responsibilities: <ul><li>Assist in supporting the global trade compliance of all YETI products in all markets.</li><li>Support the day-to-day import/export activities (transactions) in the Asia, North America, Europe, and Australia/New Zealand region including interaction with customs brokers and freight forwarders.</li><li>Perform import and export compliance reviews and post-entry audits.</li><li>Respond to inquiries from customs brokers, internal customers, external customers and vendors for international shipments.</li><li>Assist in the implementation of corrective actions resulting from internal audit findings and compliance assessments.</li><li>Assist with monitoring of brokerage key performance indicators.</li><li>Support HTS Classification program management.</li><li>Support Global Trade Compliance team on compliance related projects such as drawback and reconciliation.</li><li>The Global Trade compliance specialist will co-ordinate and collaborate with variety of stakeholders (Supply chain, Logistics, External 3rd party logistics providers, Customs Brokers)</li><li>Resolve cross border issues.</li><li>Perform other related duties as assigned.</li></ul>Qualifications and Attributes: <ul><li>2-4 years' experience in import/export operations and trade compliance.</li><li>Bachelor's degree or equivalent in Logistics, Trade Compliance, Business Administration or another related field.</li><li>Able to quickly distill large amounts of information into concise summaries.</li><li>Knowledge of ACE, SAP, Excel, MS Suite.</li><li>Position requires onsite work at our HQ office located off Southwest Parkway in Austin, TX. If not local to Austin, you must be willing to relocate.</li></ul>#LI-CB1 #LI-Hybrid YETI is proud to be an Equal Opportunity Employer. Our commitment to creating a diverse, equitable, and inclusive culture is at the center of everything we do for our YETIzens. We embrace all applicants looking to bring their authentic selves to YETI and contribute to our mission of keeping the wild WILD. Find out more about our commitment to DE&amp;I at yeti.com/dei.html All applicants for employment will be considered without regard to an individual's race, color, sex, gender identity, gender expression, religion, age, national origin or ancestry, citizenship, physical or mental disability, medical condition, family care status, marital status, sexual orientation, genetic information, military or veteran status, or any other basis protected by federal, state or local laws. YETI Global Workforce Data Privacy Notice If you require accommodation in order to apply for a job, please contact us at <a href="mailto:accommodationrequest@yeti.com" target="_blank">accommodationrequest@yeti.com</a>.

Global Trade Compliance Specialist

Category Administration Description Job Summary The Policy Compliance Specialist II is a mid-level customer support position that reviews and investigates Insurance Dept. inquiries or complaints including decisions in: preparing appropriate correspondence; requesting and reviewing agent responses; and providing final position or resolution to the Insurance Dept. By statute, these complaints require timely and thorough communication. Untimely or incorrect responses could subject the company to penalties and/or lawsuits. Essential Functions <ul> <li>Consult with NWL Legal Dept. and Marketing Dept. regarding Insurance Dept inquiries or complaint responses</li> <li>Make recommendations to management regarding agent actions discovered in Insurance Dept. complaints</li> <li>Log in consumer and Insurance Department complaints and maintain detailed complaint file for the Company as required by statute.</li> <li>Review complaint history for previous agent complaints</li> <li>Open and determine disposition of incoming mail received by POS Vice Presidents</li> <li>Mail correspondence and send faxes for Vice Presidents</li> <li>Indexes mail and transfers work to the proper Vice President</li> <li>Responsible for providing Schedule A information to qualified plans and administrators</li> <li>Make qualified plan trustee, address, and administrator changes to mainframe</li> <li>Assist agents and policyholders with general policy information</li> <li>Order Universal Life projections for International and Domestic agents</li> <li>Handle annual IRS and SEP mailings and follow-up research</li> <li>Research unidentified checks and deliver to proper department</li> <li>Prepare verification letters to auditors for Qualified Plans</li></ul>Position Requirements Knowledge, Skills &amp; Abilities <ul> <li>Strong organizational skills</li> <li>Demonstrated skill and ability in dealing with the public</li> <li>Knowledge and skill at applying customer service theories and practices</li> <li>Strong written and oral communication skills necessary</li> <li>Basic Computer skills.10-Key by touch or sight.</li> <li>Aware of updates that may change Insurance Dept. requirements.</li> <li>In depth knowledge of NWL products, supporting product documents and company policies.</li> <li>Knowledge of Insurance Dept. requirements for inquiry or complaint responses, including time limits, penalties, format and other required information that varies by state.</li></ul>Education &amp; Experience <ul> <li>High school or GED required, associate's degree preferred</li> <li>2-3 years customer service experience</li> <li>Prior insurance industry experience</li></ul>Licenses &amp; Certifications <ul> <li>None required</li> <li>Completion of LOMA insurance courses I and II required within first year of employment.</li></ul>Supervision &amp; Leadership <ul> <li>No Supervision responsibilities</li></ul>Work Environment <ul> <li>This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.</li> <li>Regular and predictable attendance is required. Overtime may be required at peak times. </li> <li>The employee is regularly required to use hands to handle or feel. The employee is regularly required to talk or hear. </li> <li>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. </li></ul>Statement of Other Duties Proviso: <ul> <li>The information contained in this job description is not intended to be an all-inclusive list of duties and responsibilities, skills and abilities, or other listed requirements.</li> <li>Management may, at its discretion, assign, reassign, or add additional duties and responsibilities to this job at any time.</li> <li>The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.</li></ul>Full-Time/Part-Time Full-Time Compensation Range Position Policy Compliance Specialist Exempt/Non-Exempt Non-Exempt About the Organization National Western Life provides high quality insurance products on a global basis to meet the financial security needs of well-defined market segments. We provide professional and friendly service to our policyholders and agents and are responsive to the needs of our employees, shareholders and the community. EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. This position is currently accepting applications.

Policy Compliance Specialist

Job Description Under direct supervision, responsible for facilitating clinical research, interfacing with staff and departments, and participating in education and training efforts. Work resides in the Institutional Review Board (IRB) Office reporting to the IRB Associate Director. This is an entry level position where the incumbent will learn and follow the Standard Operating Procedures for the IRB Office. Responsibilities <ul><li>Conducts highly competent review of less complex IRB applications to assess risks to the institution and identify the regulatory and institutional policy requirements.</li><li>Provides advice and assistance to investigators, committee members, office staff, and research staff regarding procedural requirements for submitting research materials and documents to ensure compliance with applicable regulations and policies.</li><li>Presents educational materials to the research community to increase awareness of, and compliance with, human subject regulations and policy.</li><li>Assists with the interpretation of regulations and develops guidance documents for use by review staff and study teams.</li><li>Resolves questions about the application process and references applicable policies and procedures.</li><li>Performs all other duties as assigned.</li></ul>Qualifications <ul><li>Knowledge of clinical research principles, methodologies, and procedures.</li><li>Experience with clinical trial coordination.</li><li>Working knowledge of complex Federal, State and Local research and HIPAA related regulations.</li><li>Excellent verbal and written communications skills.</li><li>Able to multitask, set priorities and use discretionary judgment in a highly demanding environment.</li><li>Work experience within a large, multiple affiliate organization.</li><li>Familiar with medical terminology.</li><li>Proficient in using Microsoft Office (Word, Excel, PowerPoint) and databases.</li></ul>EDUCATION: <ul><li>Associate's degree in Clinical Research, Research Administration, or related field is required.</li><li>Bachelor's degree in Business Administration or Science is preferred. </li><li>The equivalent combination of education, training, and experience from which comparable knowledge and skills can be acquired. </li></ul>EXPERIENCE: <ul><li>Two (2) years of experience in research administration is required.</li></ul>LICENSE AND CERTIFICATION: <ul><li>Certification in an applicable field (e.g. CIP, CPIA, CCRC/CCRA, or CCRP) is preferred.</li></ul>About Us Benefits Overview UT Health San Antonio offers an excellent benefits package for its employees. Employees who work at least 20 hours a week, with an appointment of at least 4.5 months, are eligible for benefits. Medical - UT SELECT Medical insurance is offered free for employees and administered by Blue Cross and Blue Shield of Texas. Family members can be added to the plan through payroll deduction. Employees and their dependents can also receive discounted copays and coinsurance when using UT Health Physicians, a network of 800 premier physicians including more than 100 specialists. Dental - Three dental insurance plan options are available for employees and their families through Delta Dental Insurance Company, two PPOs and one dental HMO plan. Both PPO plans allow employees to choose any licensed dentist. Vision - Fully insured Vision Care benefits are offered by Superior Vision Services. Two vision plan options that offer either standard or enhanced vision benefits. Life Employees receive $40,000 of group term life insurance and $40,000 of basic accidental death and dismemberment insurance for free, with options to purchase additional employee and dependent coverage for both at group rates. Retirement - Employees are eligible for either the Teacher Retirement System (TRS) or the Optional Retirement Plan (ORP). TRS is a defined benefit retirement plan which UT Health matches employee contributions. ORP is for eligible faculty staff employees. Voluntary retirement programs are also available to invest before- or after-tax dollars with the choice of five quality retirement plan providers. Time Off - A generous leave program offers multiple paid leave options: <ul> <li>Front-loaded Paid Time Off: 128 to 208 hours (16 to 26 days) of Paid Time Off based on years of service, given at the start of each fiscal year. PTO may be prorated in year one based on date of hire.</li> <li>Extended Illness Bank: 8 hours (1 day) accrued per month which can be used for illness or injury after one day of Paid Time Off is taken.</li> <li>Paid Family Leave: Up to 240 hours (6 weeks) to care for a spouse, child, or parent after 6 months of consecutive employment.</li> <li>Holidays: 12 set paid holidays each year.</li> </ul>FSAs - Employees can enroll in flexible spending accounts (FSAs) to set aside money from earnings before taxes for qualifying dependent day care expenses or out-of-pocket health care expenses. Discounts - Employees enjoy a range of discounts on services, tickets, and gym membership. EEO Statement UT Health San Antonio is an equal employment opportunity and affirmative action employer. It is our policy to promote and ensure equal employment opportunity for all individuals without regard to race, color, religion, sex, gender identity, national origin, age, sexual orientation, disability, or veteran status.

Research Compliance Specialist

Who We Are Independent for 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world's most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation. Through a team of professionals ranging from actuaries to clinicians, technology specialists to plan administrators, we offer unparalleled expertise in employee benefits, investment consulting, healthcare, life insurance and financial services, and property and casualty insurance. What You Will Do <ul><li>Gain full understanding of clients and their plans to proactively manage accounts</li><li>Gain and develop thorough understanding of IRS regulations and plan documents</li><li>Review plan limits and perform annual tests on plan data, prepare nondiscrimination test, calculate employer calculations</li><li>Prepare audit package and other government filings</li></ul>Who We Are Looking For Required Experience and Skills <ul><li>1-5 years of industry experience but with an aptitude towards problem solving</li></ul>Preferred Qualifications <ul><li>QKA certification</li></ul>Personal Qualifications <ul><li>Works well within a team environment and takes ownership of personal work product.</li><li>Proficiency in the use of computers and other general office equipment.</li><li>Proficiency in Microsoft Office Suite.</li><li>Attention to detail.</li><li>Excellent problem-solving skills.</li><li>Strong communication skills (both written and verbal).</li><li>Able to productively respond to change.</li><li>Excellent organization and time management skills.</li></ul>Location This role is based out of the Milliman office in Dallas, TX, but candidates hired into this role may work remotely anywhere in the US. Compensation The salary range for this role is $54,000 - $106,000, depending on a combination of factors, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, location, etc. Benefits At Milliman, we focus on creating an environment that recognizes - and meets - the personal and professional needs of the individual and their family. We offer competitive benefits which include the following based on plan eligibility: <ul><li>Medical, dental and vision coverage for employees and their dependents, including domestic partners</li><li>A 401(k) plan with matching program, and profit sharing contribution</li><li>Employee Assistance Program (EAP)</li><li>A discretionary bonus program</li><li>Paid Time Off (PTO) starts accruing on the first day of work and can be used for any reason; full-time employees will accrue 15 days of PTO per year, and employees working less than a full-time schedule will accrue PTO at a prorated amount based on hours worked</li><li>Family building benefits, including adoption and fertility assistance and paid parental leave up to 12 weeks for employees who have worked for Milliman for at least 12 months and have worked at least 1,250 hours in the preceding 12-month period</li><li>A minimum of 8 paid holidays</li><li>Milliman covers 100% of the premiums for life insurance, AD&amp;D, and both short-term and long-term disability coverage</li><li>Flexible spending accounts allow employees to set aside pre-tax dollars to pay for dependent care, transportation, and applicable medical needs</li></ul>Equal Opportunity All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. The expected application deadline for this job is November 30, 2024 #LI-Remote Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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