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business loan specialist

Coalition for Responsible Community Development

<div>Description: 
Under the direction of the Program Manager and Director of Economic Development, the Business Loan Specialist serves as a trusted financial advisor to entrepreneurs and small business owners by identifying capital needs, developing funding strategies, and facilitating access to financing that supports business growth, sustainability, and job creation. The role focuses on proactive engagement with the small business community, relationship development, business advising, and successfully guiding clients from initial consultation through loan funding. The Business Loan Specialist is expected to cultivate and manage a robust pipeline of businesses while consistently achieving measurable capital infusion outcomes exceeding $1 million annually through traditional, alternative, and government-backed financing programs. This builds on the existing expectation that the role provides loan packaging, business consulting, and financing guidance to small businesses.
ESSENTIAL DUTIES &amp; RESPONSIBILITIES
Business Development &amp; Client Engagement<ul><li>
Proactively identify, recruit, and engage small business owners through outreach, networking, workshops, referrals, and strategic partnerships.</li><li>
Build and maintain a strong pipeline of entrepreneurs seeking access to capital and business growth resources.</li><li>
Develop trusted relationships with business owners through ongoing consultation and follow-up, resulting in long-term client engagement.</li><li>
Conduct comprehensive business needs assessments to identify financing opportunities and recommend appropriate capital solutions.</li><li>
Represent the BusinessSource Center at community events, lender forums, resource fairs, and business networking events to expand visibility and increase client engagement.</li></ul>
Capital Access &amp; Loan Facilitation<ul><li>
Serve as the primary advisor to business owners throughout the entire lending lifecycle from initial assessment and financial readiness through funding, closing, and post-loan technical assistance.</li><li>
Identify and structure financing solutions utilizing conventional bank financing, SBA loan programs, CDFIs, credit unions, microloans, alternative lenders, and public financing resources based on each business's growth objectives.</li><li>
Prepare complete lender-ready loan packages, including financial analysis, cash flow projections, debt service calculations, business narratives, and supporting documentation.</li><li>
Analyze financial statements, tax returns, credit reports, business plans, and operational performance to evaluate funding readiness and recommend appropriate financing strategies.</li><li>
Develop and maintain strong relationships with borrowers, lenders, financial institutions, and funding partners to ensure efficient processing, timely funding, and successful loan closings.</li><li>
Facilitate a minimum of $1 million annually in business capital infusion while maintaining high- quality client service, compliance, and measurable economic outcomes.</li><li>
Leverage capital access as a strategy to support business expansion, sustainability, job creation, and job retention. The Business Loan Specialist is expected to directly contribute to the BusinessSource Center's annual performance goals by generating financing opportunities that result in business growth and independently achieving at least 50% of the Center's annual job creation and retention targets.</li><li>
Monitor funded businesses through post-closing technical assistance to help clients successfully deploy capital, strengthen operations, retain existing jobs, and create new employment opportunities.</li></ul>
Relationship Management<ul><li>
Establish and strengthen strategic relationships with banks, SBA lenders, CDFIs, credit unions, economic development partners, and alternative financing organizations.</li><li>
Serve as the primary point of contact throughout the funding process while providing exceptional client service.</li><li>
Identify opportunities for repeat financing, expansion capital, equipment financing, working capital, and commercial real estate lending.</li></ul>
Business Consulting, Training &amp; Education<ul><li>
Provide one-on-one business consulting and facilitate workshops focused on financial management, business planning, capital readiness, cash flow management, credit improvement, and sustainable business growth.</li><li>
Develop customized action plans that strengthen business operations, improve financial readiness, and position entrepreneurs for successful financing opportunities.</li><li>
Educate business owners on available funding resources, lending products, financing strategies, and lender expectations to increase access to capital.</li><li>
Design and deliver educational workshops that empower entrepreneurs with the knowledge and tools needed to make informed financial decisions, build lender confidence, and support long- term business success.</li><li>
Collaborate with community partners, financial institutions, and resource organizations to expand educational opportunities and connect businesses to technical assistance, capital resources, and economic development programs.</li></ul>
Requirements:

 QUALIFICATIONS<ul><li>
Bachelor&rsquo;s degree in Business Administration, Finance, Accounting, Economics, or a related field, or an equivalent combination of education and professional experience.</li><li>
Minimum of five (5) years of experience in commercial lending, SBA lending, CDFI lending, business banking, loan underwriting, business finance, or alternative financing.</li><li>
Demonstrated success facilitating business financing transactions with measurable outcomes, including capital infusion and business growth.</li><li>
Strong knowledge of business planning, financial analysis, cash flow projections, credit analysis, loan underwriting, and business financing programs.</li><li>
Experience advising and supporting small businesses through various stages of growth while building trusted relationships with entrepreneurs, lenders, and community partners.</li><li>
Knowledge of conventional financing, SBA loan programs, CDFIs, microloans, lines of credit, commercial real estate financing, equipment financing, and alternative capital resources.</li><li>
Proven ability to manage multiple financing opportunities, prioritize competing deadlines, and work independently while maintaining exceptional attention to detail.</li><li>
Excellent written, verbal, presentation, and interpersonal communication skills with a strong commitment to customer service and client success.</li><li>
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint), CRM platforms, and cloud-based applications.</li><li>
Experience working within economic development, entrepreneurship, or small business assistance programs is highly desirable.</li><li>
Bilingual (English/Spanish) preferred.</li><li>
Valid California Driver's License, reliable transportation, and willingness to travel throughout the BusinessSource service area and work occasional evenings or weekends as needed.</li><li>
This is not a work from home position. This role reports to the office 5 days a week.</li></ul>
BENEFITS
CRCD is in the top 10% for excellent benefits for non-profits with an array of benefits available including:<ul><li>
14 Paid Holidays</li><li>
On-Demand training memberships to bolster professional development</li><li>
Dental/Vision/ 85% employer-paid &amp; 45% dependent paid Medical Insurance</li><li>
401k eligibility from day one &amp; up to 3% matching after one year</li><li>
529 Educational Savings Plan from Principle</li><li>
Flexible Spending Account (FSA)</li><li>
Short &amp; Long Term Disability</li><li>
Accident &amp; Hospital Indemnity</li><li>
Whole life insurance with cash benefits</li><li>
Identity Theft Protection and Legal Services</li><li>
Discount pet insurance through ASPCA</li><li>
Generous work/life balance</li></ul>
JOB TYPE: Full-time
SALARY RANGE: $75,000-$88,000
All candidates are subject to a criminal history check and meet CRCD&rsquo;s criteria regarding criminal history and must pass background check conducted by LA County. CRCD is an Equal Opportunity Employer is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the EEO/ADA Coordinator. EEO /ADA Coordinator contact: Stacey Cabling (213) 743-6193.</div>

Business Loan Specialist

University of Southern California

<div>Job ID REQ20177368 Category Keck Medicine of USC</div>
 <div><div><div>As the center of clinical charge capture, the Revenue Integrity (RI) Specialist provides leadership to the daily CDM maintenance workflow between the various entities of Keck Medical Center of USC and monitors the alignment of the various entities to the standard policy for maintaining the CDM. The RI Specialist is responsible for the timely and accurate synchronization of data between the CDM residing in the billing system and CDM management tools . The Senior RI Specialist shall ensure that the Chargemaster (CDM) is consistent with all coding and billing regulations and accurately represents services provided. This includes ensuring all annual updates required by Medicare and other third-party payers are up to date. The Senior RI Specialist delivers direction to the documentation of all policies and procedures regarding CDM Maintenance and charge process; and conducts meetings to evaluate department charge processes to improve charge capture and coding compliance. The Senior RI Specialist also coordinates with Keck Medical Center of USC Administration, IS, Compliance, Clinical Informatics and Integration personnel on technology projects impacting charge entry, charge dictionaries, and charge, and provides data derived from multiple entities of Keck Medical Center of USC for the management and support of critical decisions and functions related the Chargemaster, CDM Maintenance, and the improvement of charge capture. As a subject matter expert in the area of compliance and pricing of services, the Senior RI Specialist responds to inquiries regarding Chargemaster issues and is responsible for supervising meetings for projects associated with educating and communicating to clinical revenue generating departmental staff regarding the CDM Maintenance process, coding updates, compliance issues, and charge capture improvement. The Senior RI Specialist works closely with revenue auditors and provides leadership by providing direction to the revenue auditor team to all entities of Keck Medical Center of USC in the research and resolution of requests in a timely manner; and aid in the training and skill development of auditors to maximize available tools for Chargemaster and billing compliance. 
 
Essential Duties:</div><div><ul><li>
Performs maintenance to the Keck Medical Center of USC Charge Description Master (Keck &amp; Norris) ensuring all annual updates required by Medicare and other third-party payers are up to date. Assists the Revenue Cycle in annual coding review and processing of updates.</li></ul></div><div><ul><li>
Reviews and process requests for new code additions, code set corrections, revenue code to CPT/HCPCS code mismatch corrections and on-going identified changes for current systems to maintain compliance with both state and federal regulatory agencies.</li></ul></div><div><ul><li>
Leads and conducts meetings with Operations Leaders, Revenue Auditors, Clinical Department Staff, and Gatekeepers to address issues involving compliance with government regulations, third party payor needs and industry standards.</li></ul></div><div><ul><li>
Acts a subject matter expert for projects that impact revenue integrity and CDM. Subject matter expert to meet and/or communicate with various stakeholders for projects that impacts revenue integrity and the CDM.</li></ul></div><div><ul><li>
Takes the lead and exercises significant judgement and discretion on projects that have a broad, organizational impact.</li></ul></div><div><ul><li>
Coordinates and provides leadership to Revenue/Chart Audit team associated with research and resolution of account issues related to the CDM, charge capture, and other issues considered to be revenue integrity.</li></ul></div><div><ul><li>
Synchronizes CDM data between CDM and CDM Workflow &amp; Management Tool for Keck Medical Center of USC entities on a monthly basis.</li></ul></div><div><ul><li>
Imports/extracts data from various sources and in various formats as needed to review, monitor, track, and maintain the integrity of the CDM and associate charge flow process.</li></ul></div><div><ul><li>
Provides CDM data as necessary based on identified issues in form of ad-hoc reports.</li></ul></div><div><ul><li>
Provides guidance and education to ensure that CDM&rsquo;s and Charge Capture as needed of exist and newly acquired entities (i.e. Verdugo Hills) follow the standards and policies of Keck Medical Center of USC.</li></ul></div><div><ul><li>
Performs charge reconciliation activities, industry best practice research, and identifies and deploys charge capture improvement initiatives.</li></ul></div><div><ul><li>
Interprets and explains on details of charge services provided as needed.</li></ul></div><div><ul><li>
Participates collaboratively with Revenue Cycle and Ancillary team in the development, execution, and follow-up of education programs for USC Administration, Managers and Staff on all issues related to the charge master, charge capture, and new applications related processes.</li></ul></div><div><ul><li>
Participates in the development of policies and procedures, monitoring tools for late charges and establishment of procedures for timely and accurate charge capture mechanisms.</li></ul></div><div><ul><li>
Enhances professional growth and development</li></ul></div><div><ul><li>
Actively participates in team development, contributes to dashboards, and in accomplishing team, departmental, and organizational goals and objectives.</li></ul></div><div><ul><li>
Performs other duties as assigned.</li></ul></div><div>
Required Qualifications:</div><div><ul><li>
Req Associate&rsquo;s Degree Business Administration, Accounting, Finance, Healthcare Administration, Nursing, or similar/related field.</li></ul></div><div><ul><li>
Req Specialized/technical training Certification from an accredited program of Certified Coder (CPC/CCS/COC) or Certificate of Auditing (CPMA) within one year from date of hire.</li></ul></div><div><ul><li>
Req 5 years Experience in healthcare field required. Related experience may include a combination of clinical service delivery (nursing or allied health), coding, provider billing, medical records, charge audit environment, CDM maintenance, Medicare/Medicaid reimbursement, managed care contractual arrangements, and patient accounting.</li></ul></div><div><ul><li>
Req Experience with inpatient and outpatient billing requirements (UB-04) and CMS Medicare reimbursement methodology.</li></ul></div><div><ul><li>
Req Knowledge of other government and third-party payer reimbursement methodologyrequired.</li></ul></div><div><ul><li>
Req Must be able to implement a systematic, self-motivated approach to problem solving and be able to identify, coordinate and optimize resources needed to execute plan</li></ul></div><div><ul><li>
Req Proficient skills and knowledge in MS Office/ Windows</li></ul></div></div><div><div>
Preferred Qualifications:</div><div><ul><li>
Pref Bachelor&rsquo;s Degree Business Administration, Accounting, Finance, Healthcare Administration, Nursing, or similar/related field.</li></ul></div><div><ul><li>
Pref Previous hospital Chargemaster experience, including the use of CDM Maintenance software (Craneware or Med Assets).</li></ul></div><div><ul><li>
Pref Experience and knowledge of Hospital charging practices.</li></ul></div><div><ul><li>
Pref Healthcare operations experience, particularly in an acute care hospital setting.</li></ul></div><div><ul><li>
Pref Current knowledge of the Revenue cycle, specifically the flow of charges in and across hospital billing systems.</li></ul></div><div><ul><li>
Pref Working knowledge of CPT, HCPCs and ICD9 coding principles.</li></ul></div><div><ul><li>
Pref Skills and knowledge on the following software: Cerner and Craneware</li></ul></div><div>
Required Licenses/Certifications:</div><div><ul><li>
Req Specialty Certification Certified Coder (CCS or CPC), Certified Outpatient Coder-COC (AAPC) or Certified Auditor (CPMA) obtained within one (1) year of date of hire.</li></ul></div><div><ul><li>
Pref Registered Nurse - RN (CA Board of Registered Nursing)</li></ul></div><div><ul><li>
Pref Pharmacy Technician (CA DCA)</li></ul></div><div><ul><li>
Req Fire Life Safety Training (LA City) If no card upon hire, one must be obtained within 30 days of hire and maintained by renewal before expiration date. (Required within LA City only)</li></ul></div></div> 

Keck Hospital of USC, a 343-bed acute care hospital, provides exceptional and innovative care for complex medical and surgical conditions across a wide range of specialties. The hospital&rsquo;s world-renowned physicians deliver compassionate, customized, patient-centered care and treat the most acutely ill patients with highly innovative techniques and treatment plans. As a leading academic medical center, hundreds of clinical trials are currently taking place at Keck Hospital and its affiliated research institutions, giving patients access to novel and promising therapies that are generally not available elsewhere. Every day at Keck Hospital, physicians, nurses and staff go beyond the science of exceptional medicine to bring patients breakthroughs in the art of caring. Join this world-class team providing highly specialized care, up-to-the-minute research, and innovative clinical trials. The annual base salary range for this position is $99,507.00 - $164,559.00. When extending an offer of employment, the University of Southern California considers factors such as (but not limited to) the scope and responsibilities of the position, the candidate&rsquo;s work experience, education/training, key skills, internal peer equity, federal, state, and local laws, contractual stipulations, grant funding, as well as external market and organizational considerations.
<div>Job ID REQ20177368 Posted Date 07/10/2026</div></div>

Senior Revenue Integrity Specialist - Clinical Rev Integrity - Full Time 8 Hour Days (Exempt) (Non-Union)

Lendistry

<div>Lendistry is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, or membership in any other group protected by federal, state, or local law.
If you need assistance or accommodation due to a disability, you may contact us at hr@lendistry.com 
Lendistry does not accept unsolicited resumes from recruiters, employment agencies, or staffing firms. To conduct business with Lendistry, a Master Services Agreement (MSA) must be executed and confirmed prior to submitting any information relating to a potential candidate. Without a signed MSA, Lendistry shall not be responsible to any individual or entity for any payment relating to any form of fee or compensation.
And, in the event that a resume or candidate is submitted by a recruiter, an employment agency, or a staffing firm without a fully executed MSA, Lendistry has the unrestricted right to pursue and hire any of those candidate(s) without any legal or financial responsibility to the recruiter, agency, and/or firm.
This position is based onsite at our Los Angeles, CA location. Candidates must be able to work in-office as part of the role&rsquo;s regular schedule.
A Day in the Life
The Financial Planning &amp; Analysis Associate will support financial planning, forecasting, and analysis across key business initiatives. This role serves as a critical partner to business stakeholders, helping translate data into insights that drive performance and operational efficiency.
Lendistry: Who We Are
We&rsquo;re proud to be the nation&rsquo;s largest minority-led, tech-savvy lender for small businesses and commercial real estate. As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities. Join us as we pave the way with innovative financing and financial education!
What You&rsquo;ll Be Doing
<ul><li>Support monthly forecast updates and annual budget process</li><li>
Perform variance analysis across revenue, expenses, and operational KPIs</li><li>
 Partner with Marketing, Sales, and Operations teams to analyze:<ul><li>
CAC and marketing channel performance</li><li>
Loan pricing and approval/exception trends</li><li>
Sales commissions and productivity metrics</li></ul></li><li>
Assist in building and maintaining components of the operating model</li><li>
Prepare management reports, dashboards, and board/investor materials</li><li>
Develop KPI tracking and reporting frameworks</li><li>
Conduct ad hoc analyses on business performance, cost optimization, and growth initiatives</li></ul>
Your Areas of Knowledge and Expertise<ul><li>
3&ndash;4 years of experience in FP&amp;A, advisory/consulting, investment banking, or related fields</li><li>
Strong Excel/modeling skills and analytical mindset</li><li>
Experience working with large datasets and synthesizing insights</li><li>
Strong communication skills and ability to collaborate cross-functionally</li><li>
Detail-oriented with the ability to execute in a fast-paced environment</li></ul>
Preferred Qualifications<ul><li>
Experience in fintech, lending, banking or startup environments</li><li>
Familiarity with BI tools or SQL</li><li>
Exposure to unit economics and growth metrics</li></ul>
Why You'll Love Working Here:<ul><li>
Comprehensive Medical, Dental, and Vision Insurance</li><li>
Generous Paid Time Off</li><li>
Birthday Day Off</li><li>
12 Paid Company Holidays</li><li>
401(k) Match</li><li>
FSA and HSA</li><li>
Paid Life Insurance</li><li>
Paid Disability Insurance</li><li>
Pet Insurance</li><li>
Employee Assistance Program (EAP)</li><li>
Professional Development Courses</li><li>
In Office Provided Snacks and Drinks</li><li>
Gym Facilities (LA &amp; Tustin/CEC Offices)</li><li>
In Office Engagement Activities</li></ul><div><div>
Compensation Range
The US base salary range for this full-time position is $93,700 - $117,200 annually.
Our salary ranges are determined by role, level, and location.
The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process.
Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.
Physical Requirements
This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.</div></div>
ACKNOWLEDGEMENT 
B.S.D. Capital, Inc. dba Lendistry is an equal employment opportunity employer committed to providing its employees, applicants and other covered persons with equal opportunities without regard to race, color, age (40 or older), religious creed (including religious belief, practice or dress and grooming practices), national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender expression, gender identity, sexual orientation, military or veteran status (including past, current or prospective service), or any other characteristic protected under applicable federal, state or local law.</div>

Financial Planning & Analysis Associate

MATT Construction

<div>
 Apply
 
 
 
 Description
 
 
 
 MATT Construction, the General Contractor that built such iconic structures as The Broad Museum and Academy Museum of Motion Pictures, is accepting applications for the Assistant Project Manager role.
 
 
 
 The Role
 
 
 
 Reporting to the Project Manager, and in conjunction with the PM or SPM, the Assistant Project Manager orchestrates buyout and procurement of trades. The APM is responsible for monitoring the procurement schedule, interacts with subcontractors, and reviews payment applications. Additionally, the APM assists with the day to day activities of a Project Manager and will mentor the development of a team of Project Engineers. With a Builder&rsquo;s mindset, the APM works closely with field superintendents to insure the project&rsquo;s schedule and review quality of installed materials.
 
 
 
 Your Key Responsibilities Will Include
 
 
 
 <ul>
 <li>
 Assisting the project manager with managing profitability, staff development and positive client relations, in tandem with the superintendent
 </li>
 <li>
 Assisting the project manager with constructability reviews and problem solving
 </li>
 <li>
 Working with supervision and the PM to maintain the schedule
 </li>
 <li>
 Proactively leading our safety efforts
 </li>
 <li>
 Supervising project engineers and interns
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 <ul>
 <li>
 Bachelor's Degree in Construction, Architecture, or Engineering preferred, but experience will be considered in lieu of education
 </li>
 <li>
 At least 6 years of building construction experience with at least 3 years in a Senior Project Engineer role
 </li>
 <li>
 Understanding of the construction management process and procedures including estimating, budget control, scheduling, safety management, subcontracts, change orders, submittals, RFIs and closeout
 </li>
 <li>
 Technical knowledge of building components and systems
 </li>
 <li>
 An aptitude for mentoring and training
 </li>
 <li>
 Experience with BIM and subcontract coordination
 </li>
 <li>
 A passion for building
 
 
 </li>
 </ul>
 
 MATT Benefits Include
 
 
 
 <ul>
 <li>
 Monthly auto allowance and gas card
 </li>
 <li>
 Yearly Bonus/Deferred Compensation eligible
 </li>
 <li>
 Robust and affordable insurance plan options
 </li>
 <li>
 401(k) with matching
 </li>
 <li>
 Employee Stock Ownership Plan (ESOP)
 </li>
 <li>
 Paid Time Off
 </li>
 <li>
 Education reimbursement
 </li>
 <li>
 Student Loan paydown plan
 
 
 </li>
 </ul>
 MATT Construction is an Equal Opportunity Employer. We demonstrate through our recruiting efforts and subcontractor selection that we are committed to hiring, supporting, and advancing people from diverse cultures and perspectives. MATT Construction actively partners with organizations that provide a network of candidates with skills and experiences that lend to creating a rich and diverse workplace.
 
 
 Pursuant to the Los Angeles/San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
 
 
 Salary Description
 
 
 $105,840 to $144,000 DOE
</div>

Assistant Project Manager

Knight Management Insurance Services LLC

<div>Los Angeles | Hybrid / In-Office Preferred

Knight Management Insurance Services LLC

Pay Range: $100,000- $120,000 Per Year. The exact starting compensation to be offered will be determined at the time of selecting an applicant for hire and will be dependent on a wide range of factors, including but not limited to geographic location, skill set, experience, education, credentials, and licensure when applicable.

KnightBrook Insurance Company is seeking an experienced Actuarial &amp; Regulatory Filing Specialist to support the development, preparation, submission, and maintenance of personal lines insurance filings. This role combines actuarial support with regulatory filing expertise and will work closely with underwriting, product management, compliance, finance, and executive leadership to ensure timely approval and implementation of rate, rule, and form filings.

The ideal candidate will have direct experience preparing and managing California Department of Insurance (CDI) and Texas Department of Insurance (TDI) filings for personal auto and homeowners insurance products and be comfortable owning projects from actuarial analysis through regulatory approval.

What You'll Do as an Actuarial &amp; Regulatory Specialist:

Actuarial Support
<ul>
<li>Prepare actuarial exhibits and supporting documentation for personal lines rate filings.</li>
<li>Analyze rate adequacy, loss trends, premium impacts, and competitive positioning.</li>
<li>Develop and maintain actuarial memoranda supporting rate revisions.</li>
<li>Perform pricing analyses using internal company experience, industry data, catastrophe models, and external benchmarks.</li>
<li>Assist in development of new products, rating plans, territories, and underwriting programs.</li>
<li>Review premium indications and recommend rate changes.</li>
<li>Support implementation and validation of approved rate changes.</li>
</ul>
Regulatory Filing Responsibilities
<ul>
<li>Prepare, submit, and manage insurance filings through SERFF.</li>
<li>Coordinate rate, rule, and form filings for:</li>
<li><ul><li>Personal Auto</li>
<li>Homeowners</li>
<li>Dwelling Fire</li>
<li>Other personal lines products</li>
</ul></li><li>Respond to regulator objections, information requests, and interrogatories.</li>
<li>Track filing status and regulatory approvals.</li>
<li>Coordinate implementation dates with internal stakeholders.</li>
<li>Maintain filing documentation and historical filing repository.</li>
<li>Prepare filing summaries for executive management.</li>
</ul>
Product Development
<ul>
<li>Work with Product Management and Underwriting to develop:</li>
<li><ul><li>New insurance programs</li>
<li>Rating variables</li>
<li>Discounts and surcharges</li>
<li>Territory updates</li>
<li>Underwriting guideline changes</li>
</ul></li><li>Coordinate filing implementation with IT and Operations.</li>
</ul>
Regulatory Compliance
<ul>
<li>Monitor regulatory developments impacting personal lines products.</li>
<li>Assist with market conduct and regulatory examinations.</li>
<li>Ensure products remain compliant with state insurance regulations.</li>
<li>Support audits and internal compliance initiatives.</li>
</ul>
Qualifications

What do we look for in our Actuarial &amp; Regulatory Specialist?
<ul>
<li>3&ndash;7+ years of actuarial, product management, or insurance filing experience.</li>
<li>Experience with:</li>
<li><ul><li>California Department of Insurance (CDI)</li>
<li>Texas Department of Insurance (TDI)</li>
</ul></li><li>Direct experience preparing:</li>
<li><ul><li>Rate filings</li>
<li>Rule filings</li>
<li>Form filings</li>
<li>Supporting actuarial memoranda</li>
</ul></li><li>Experience using SERFF.</li>
<li>Experience with personal lines:</li>
<li><ul><li>Personal Auto</li>
<li>Homeowners</li>
<li>Dwelling Fire</li>
</ul></li><li>Familiarity with insurance statutes and regulations governing rate filings.</li>
<li>Bachelor's degree in one of the following:</li>
<li>Actuarial Science</li>
<li>Mathematics</li>
<li>Statistics</li>
<li>Economics</li>
<li>Finance</li>
<li>Data Analytics</li>
<li>Related quantitative discipline</li>
<li>Progress toward actuarial credentials (CAS or ACAS) is preferred but not required.</li>
</ul>
Desired Qualifications
<ul>
<li>Strong analytical and quantitative skills.</li>
<li>Excellent written communication for regulatory correspondence.</li>
<li>Ability to manage multiple filing projects simultaneously.</li>
<li>Detail-oriented with strong organizational skills.</li>
<li>Ability to communicate effectively with actuaries, underwriters, regulators, executives, and external consultants.</li>
<li>Strong project management capabilities.</li>
</ul>
Key Areas of Responsibility
<ul>
<li>Personal Auto Rate Filings</li>
<li>Homeowners Rate Filings</li>
<li>Rule Filings</li>
<li>Form Filings</li>
<li>SERFF Submission Management</li>
<li>CDI and TDI Regulatory Correspondence</li>
<li>Product Pricing Analysis</li>
<li>Filing Documentation</li>
<li>Regulatory Compliance</li>
<li>Filing Implementation Support</li>
</ul>
Success Measures

The successful candidate will:
<ul>
<li>Deliver timely and accurate actuarial analyses supporting pricing decisions.</li>
<li>Successfully prepare and obtain approval of CDI and TDI filings.</li>
<li>Reduce reliance on outside actuarial consulting firms for routine filing work.</li>
<li>Maintain compliance with all applicable regulatory requirements.</li>
<li>Support profitable growth of KnightBrook's personal lines products through sound actuarial and regulatory practices.</li>
</ul>
Preferred Background

Candidates with prior experience at:
<ul>
<li>Property &amp; Casualty insurance carriers</li>
<li>Insurance consulting firms (e.g., Perr &amp; Knight, Milliman, Oliver Wyman, WTW)</li>
<li>State insurance departments</li>
<li>Personal lines product management or actuarial departments will be highly regarded.</li>
</ul>
This role is designed to bring much of the actuarial filing work currently outsourced in-house, enabling KnightBrook to manage routine CDI and TDI rate, rule, and form filings internally while leveraging external consultants only for specialized or large-scale projects.

Benefits

What do we offer?
<ul><li>Medical, Dental, and Vision benefits.</li>
<li>Supplemental life insurance policies for you and your dependents</li>
<li>Long term disability insurance</li>
<li>Flexible Spending Account (FSA)</li>
<li>Employer paid life insurance</li>
<li>Retirement plans: Employer match, 401(k) and Employee Stock Ownership Plan (ESOP)</li>
<li>Metro-link Reimbursement</li>
<li>Career Path Opportunities</li>
<li>Onsite Gym with group Yoga and Pilates; classes</li>
<li>UKG Wallet (access to your pay before payday)</li>
<li>Tickets at Work- Discounts on parks, museums, movie tickets and much more</li>
<li>AT&amp;T Wireless Discounts</li>
<li>Midway Rent a Car- Rental car Discounts</li>
<li>Dell Member Purchase Program</li></ul> 
Equal Opportunity Employer 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</div>

Actuarial & Regulatory Filing Specialist

Optum

<div>Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. 
The Clinical Wellbeing Specialist role is a part of a clinical team focused on behavioral health and emotional wellbeing navigation and support. The team is responsible for care and case management, which includes authorizations and coordination and assurance of appropriate levels of care to members, along with in the moment solution focused consultations and crisis support. 
The Clinical Wellbeing Specialist provides one-to-one engagement support with members using clinical expertise to conduct a thorough telephonic assessment of risk to self or others, clinical screening for substance abuse and medical co-morbidities for members. Solution Focused Consultation, Motivational Interviewing, and Short-Term problem resolution are the clinical modalities used to develop an individualized action plan, guiding members to appropriate benefits and resources provided by employer, community and other cross-carrier vendors. The role will provide case management services through review and evaluation of inpatient and outpatient behavioral health treatments for medical necessity, emergency status, and quality of care. The team is empowered to achieve the best possible outcome for the consumer by understanding where the consumer is at with their needs and ensuring the member receives the right care at the right time. The role includes telephonic, digital chat, and/or digital messaging for member interaction. Clinical specialists also coordinate and facilitate the response to high-risk situations through consultation with licensed staff. Work volume comes from both an inbound and outbound queue, both on demand and self-managed. 
Clinical Wellbeing Specialists are trained on the foundations of coaching and expected to fulfill their job duties by applying this skillset as a means of experience design. Clinical Wellbeing Specialists are expected to support goal articulation and activate the appropriate benefit or resource available to each unique member. This includes various clinical resources both within the team, as well as through broad partnerships in the organization.<div></div><div> 
If you are located in California, you will have the flexibility to work from home XX days and the office xx days a week in this hybrid role* as you take on some tough challenges.</div> 
Primary Responsibilities:<ul><li>
Engage individually with members to clinically and holistically assess the reason for call and presenting needs including issues impacting the individual's personal wellbeing, emotional and physical health, and personal safety</li><li>
Genuine passion for improving a member's behavioral health experience, supporting adults, youth, and families</li><li>
&quot;Provides services for adults, youth and families via inbound and outbound phone queues, inbound chats, and additional communications&quot;</li><li>
Anticipates member needs and proactively identifies solutions</li><li>
Conduct thorough assessment of risk of harm to self, or others; assist with safety planning and coordinating services with emergency personnel and hospital staff through consultation with other licensed staff in order to access appropriate level of care and ongoing support</li><li>
Coordinate follow-up care and services to individuals and organizations, as appropriate</li><li>
Develop next steps and identify meaningful goals and resources utilizing Solution Focused Consultation model</li><li>
Provide appropriate type of service based on member's presentation, clinical history and needs and accurately differentiate between EWS and BH services</li><li>
Formulate short term problem resolution plan of action and provide Full Benefit Exploration reviewing the appropriate tools and resources to support the plan, offer and refer clients to additional benefits, and authorize additional services including behavioral health, and/or contracted</li><li>
EWS and behavioral health network providers</li><li>
Formulate accurate description of member's clinical presentation in their individual clinical records and maintaining appropriate records, case notes, forms and reports as well as database entries</li><li>
Provide training in coaching skills foundations and successfully employs techniques in engagements with a focus on member goal articulation and achievement</li><li>
Fosters a service-oriented environment and participates in human centered experience development</li><li>
Identifies solutions to non-standard requests and problems</li><li>
Solves moderately complex problems and/or conducts moderately complex analyses</li><li>
Works with minimal guidance; seeks guidance on only the most complex tasks</li><li>
Translates concepts in practice</li><li>
Provides explanations and information to others on difficult issues</li><li>
Coaches, provides feedback and guides others, acting as a resource for others with less experience</li><li>
Participate in staff meetings, case consultations, and training opportunities</li><li>
Consult as required with other licensed staff and supervisors</li></ul> 
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:<ul><li>
Licensed Mental Health Clinician with a Master's degree in psychology, social work, counseling or marriage, or family counseling, or related mental health discipline</li><li>
Active, unrestricted independent clinical license in the state of California</li><li>
Ability to work any of our 8.5-hour shift schedules during our normal business hours of Monday-Friday 6:45am - 7:15pm CST. It may be necessary, given the business need, to work occasional overtime</li><li>
Designated workspace and access to secure high-speed internet via cable/DSL in home</li><li>
Permanent residence in the state of California</li></ul> 
Preferred Qualifications:<ul><li>
2+ years of child and family experience</li><li>
Experience supporting members in an inbound call center</li><li>
Proven solid written, verbal and interpersonal skills. Able to use various computer applications and move through computer screens while talking with members</li><li>
Proven ability to build rapport, assess and address risk, and develop goals with members in a telephonic and/or online</li><li>
Proven ability to work with a culturally and geographically diverse population</li><li>
Proven ability to address a variety of problems and issues as presented by members</li><li>
Proven ability to work flexibly and creatively with other professional team members</li></ul><ul><li> 
All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy.</li></ul> 
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $29 - $52 per hour based on full-time employment. We comply with all minimum wage laws as applicable. 
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. 
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. 
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.</div>

Mental Health Clinical Wellbeing Specialist - Remote in California

Braille Institute of America

Location: Los Angeles, California
 
THE OPPORTUNITY
 Join us in building a more inclusive world at Braille Institute of America. We are undertaking one of the most transformative initiatives in our history, planning our next century of success in serving the blind and visually impaired communities.
 Through our 2025-2027 strategic planning process, we identified the next generation opportunities to advance critical initiatives in areas such as customer research; the expansion and transformation of current programs and services; the development of new nationally and internationally accessible programs; the creation of dynamic new strategic partnerships; and the alignment of our mission, strategy, and resources.
 If you are ready to join a dynamic organization transforming the lives of individuals experiencing vision loss, we want you on our team.
 
WHO WE ARE
 At Braille Institute, we are driven by a shared purpose: to serve the blind and low vision community. We come together to make a meaningful difference in the lives of others, finding fulfillment in the impact we create. We believe in fostering a culture that is collaborative, inclusive, and flexible.
 We understand the importance of work-life balance, valuing both personal and professional fulfillment. Here, you'll find an environment that supports your well-being while providing opportunities to learn, grow, and thrive alongside colleagues who are sighted and visually impaired.
 Join us in embracing technology and innovation as we shape the future of accessibility and positively transform the lives of those with vision loss.
 
JOB DESCRIPTION
 
Position Overview
 
Braille Institute is seeking a dynamic Public Relations & Communications Specialist to increase awareness, visibility, and engagement for both the Braille Institute and Vision Support America brands. This role is primarily responsible for developing and executing public relations and earned media initiatives that elevate the organization's mission, programs, services, and impact throughout the communities we serve.
 
The ideal candidate has 3–5 years of public relations or communications experience, a proven track record of pitching and securing media coverage, excellent storytelling skills, and the ability to cultivate relationships with journalists, media outlets, influencers, and community partners.
 
While public relations and publicity are the primary focus of this position, the Specialist will also support marketing campaigns, events, outreach activities, and day-to-day marketing coordination efforts. This role is ideal for a communications professional who enjoys both strategic media relations and hands-on execution.
 
Key Responsibilities – Public Relations & Media Relations
 
<ul>
<li>Increase awareness and interest for the Braille Institute parent brand and the Vision Support America low vision brand.</li>
<li>Develop and execute proactive public relations strategies that increase visibility for organizational programs, services, events, advocacy efforts, and client impact stories.</li>
<li>Identify compelling stories, client success stories, thought leadership opportunities, and newsworthy initiatives that can generate earned media coverage.</li>
<li>Build and maintain strong relationships with local, regional, national, and industry media contacts, journalists, editors, producers, influencers, and community publications.</li>
<li>Research, write, and distribute press releases, media advisories, fact sheets, talking points, and other media materials.</li>
<li>Develop and pitch story ideas to media outlets and secure interviews, features, event coverage, and speaking opportunities.</li>
<li>Assist in positioning organizational leaders as subject matter experts and thought leaders.</li>
<li>Serve as a secondary spokesperson for the organization when appropriate.</li>
<li>Coordinate media attendance and support at events, announcements, and community outreach activities.</li>
<li>Monitor, track, and report on earned media coverage, audience reach, publicity outcomes, and media engagement opportunities.</li>
<li>Assist with crisis communications preparation and media response coordination as needed.</li>
</ul>
Marketing & Communications Support
 
<ul>
<li>Support the development and execution of integrated marketing campaigns that advance organizational objectives and increase audience engagement.</li>
<li>Assist in the creation and coordination of content for websites, newsletters, email marketing, social media channels, and promotional materials.</li>
<li>Help ensure consistent messaging, voice, and brand standards across all communication channels.</li>
<li>Support community outreach, partnership development, and external engagement initiatives.</li>
<li>Collaborate with internal departments to identify and promote impactful stories and organizational achievements.</li>
<li>Maintain marketing and communications calendars, project timelines, and content schedules.</li>
</ul>
Event & Marketing Coordination
 
<ul>
<li>Support planning and execution of events, conferences, exhibit booths, donor events, community outreach activities, and awareness campaigns.</li>
<li>Coordinate event logistics, timelines, vendor communications, promotional materials, and marketing support.</li>
<li>Assist with event promotion through media outreach, digital marketing, email campaigns, and social media.</li>
<li>Provide on-site event support, media coordination, photography coordination, and post-event follow-up.</li>
<li>Track event participation, media engagement, and promotional outcomes.</li>
<li>Manage multiple projects simultaneously while meeting deadlines and organizational priorities.</li>
<li>Contribute to additional marketing and communications initiatives as assigned.</li>
</ul>
Qualifications – Required
 
<ul>
<li>Bachelor's degree in Public Relations, Communications, Marketing, Journalism, or a related field preferred.</li>
<li>3–5 years of professional experience in public relations, media relations, communications, marketing, or a related field.</li>
<li>Demonstrated success developing media pitches and securing earned media coverage through local, regional, broadcast, print, digital, or industry media outlets.</li>
<li>Strong writing, editing, and verbal communication skills.</li>
<li>Experience creating press releases, media pitches, talking points, media kits, and communication materials.</li>
<li>Ability to build and maintain productive relationships with media professionals and community partners.</li>
<li>Strong project management and organizational skills with the ability to manage multiple priorities.</li>
<li>Professional presence and confidence interacting with executives, media representatives, community leaders, donors, and stakeholders.</li>
<li>Proficiency with Microsoft Office and common marketing and communication platforms.</li>
<li>Ability to work occasional evenings and weekends to support events and media opportunities.</li>
</ul>
Qualifications – Preferred
 
<ul>
<li>Existing media contacts and relationships within Southern California media markets.</li>
</ul>
Experience working within nonprofit, healthcare, education, disability services, or mission-driven organizations.
 <ul>
<li>Familiarity with media monitoring and public relations tools such as Cision, Meltwater, Muck Rack, CoverageBook, PR Newswire, or similar platforms.</li>
<li>Experience supporting events, conferences, regional outreach initiatives, and integrated marketing campaigns.</li>
<li>Experience working with social media, email marketing platforms, and content management systems.</li>
</ul>
Why This Role Matters
 
The Public Relations & Communications Specialist helps shape how the public, media, donors, partners, and community stakeholders understand and engage with Braille Institute and Vision Support America. Through strategic storytelling, earned media outreach, community engagement, and marketing support, this role plays a critical part in expanding awareness, increasing consumer engagement, and advancing the organization's mission of eliminating barriers to a fulfilling life caused by blindness and severe sight loss.
 
Work Environment: 
<ul>
<li>This position works in a standard office environment.</li>
</ul>
Physical Requirements: 
<ul>
<li>The role operates with standard office equipment.</li>
</ul>
Salary range: $75,000-$85,000
 
#BIA1
 
HOW TO APPLY
 
Complete an online application by clicking the "Apply Now" button below. A Sign-In window will pop up where you can enter your email address and password to log in if you have already created an account on this Career Site. If you don't have an account yet, please click the "Create One Now" link on the Sign-In window to create a new account.
 
If you encounter an accessibility issue or difficulty creating an account, please send your cover letter and resume to resumes@brailleinstitute.org. Documents submitted as attachments must be in Microsoft Word format with the “.doc” or ".docx" file extension or as an Adobe PDF document. We cannot accept compressed or zipped files.

Public Relations & Communications Specialist

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