17 jobs found in Folsom

Job DescriptionFPI Management is currently looking for a Compliance Specialist to join our Affordable Communities team! OUR IDEAL CANDIDATE has a minimum of 3 years' experience in a similar Compliance role, Tax Credit certification (C3P, CPO, FHC, HCCP, NAHP, NAHPe, NCCP, NCP, NCP-E, SCHM, TCS), preferred, has some supervisory experience, preferably with a dispersed team, has experience with rent, income and utility allowance adjustments and updates. Yardi Affordable and SHRA Bond Reporting experience a plus. Is a reliable, highly organized and detail-oriented 'can-do' team player with excellent communication skills and possesses efficient problem solving skills. Is a self-starter -- able to reassign priorities daily. MINIMUM REQUIREMENTS: High School diploma or equivalent, valid driver's license and an insured, operable vehicle, English language proficiency (read, speak and write), and the ability to pass a full background check and drug screening ( Note: As it relates to marijuana use, FPI will consider any applicable state law when dispositioning test results ) Why look at FPI for your next career step?   We are the 6th largest (2nd largest in Affordable communities) third-party property management company in the Nation, an industry leader, with over 700 properties (over 100,000 units) across 14 states under our management. We offer comprehensive compensation and benefits packages, on-going training and professional development, and plenty of growth opportunities. Come join Team FPI! Interested?  Click the Apply button above to learn more about this great opportunity to work with an industry leader! #WeAreTeamFPI EEO/EVerify Statements FPI Management is an Equal Opportunity Employer. All qualified applicants are encouraged to apply. FPI Management participates in the E-Verify program.

Newport Group has a great opportunity for a Operations Specialist. The Operations Specialist is responsible for processing retirement plan participant accounts. The ideal candidate will have an aptitude for general accounting, finance, and mathematics. A basic understanding of mutual funds and other investments is preferred. The Operations Specialist will process retirement plan payroll files including plan participant contributions, distributions and loan payments as well as disbursement requests via custodian websites.  Successful candidates will assist with special projects as needed and identify process improvements to create efficiencies. The role utilizes various databases which house retirement plan information and works extensively with MS Excel and Word.  Additional responsibilities will include managing mutual fund processing.   Requirements: Able to escalate questions and issues as appropriate to management, yet able to use solid business judgment. Able to work in a team environment. Strong attention to detail. Problem solving skills. Self-motivated. Highly organized.

Newport Group is looking for a Conversion Consultant who will be responsible for leading the conversion of new clients to Newport Group and will orchestrate all aspects of new client integration, including but not limited to technical, communication plan and data/system initiatives. The Conversion Consultant will work closely with the client and internal resources to ensure a successful conversion.The Conversion Consultant is responsible for executing the conversion process for assigned accounts immediately after the sale and is responsible for delivery of commitments made during the sales process.  While working in a team environment, s/he will assume ownership for plan, data and conversion responsibilities. S/he will coordinate and facilitate reoccurring meetings with agendas and minutes and perform a review of all communication materials including drafting/editing of materials. S/he must be able to immediately identify and communicate issues (financial or service deliverables) that may impact the success of the transition and potential for exposure and risk to company and renegotiate targets if necessary. S/he will ensure receipt of signed funding documents, consult with clients, and attorneys on document related questions, and concerns. In addition, the Conversion Consultant will partner with Sales on new prospect situations by playing a lead role in team selling sales presentations. S/he will present the conversion process and administrative capabilities during finals and due diligence meetings and also educate prospective clients on operational issues including policies, procedures and system capabilities.   Requirements: Bachelor’s degree from an accredited university preferred. 5 years’ experience or more  working in the retirement services sector with knowledge and experience in conversion/implementation. Strong working knowledge of ERISA, DOL and IRS regulations, plan documents required and DST experience preferred.  S/he must also have exceptional organization skills. Strong attention to detail and a high degree of accuracy. Strong written and oral communication skills. The candidate must have effective time management skills. Up to 10% travel.

Newport Group has an excellent opportunity for a Conversion Project Manager at our Folsom, CA office. The Conversion Project Manager will manage conversions and implementation of new Qualified plans to Newport systems to ensure compliance with contractual requirements and client expectations. S/he will act as overall project manager by coordinating all elements of plan conversion and implementation. Work with other departments to ensure common understanding of requirements and deliverables and to ensure that plans are converted and implemented to suit contractual requirements and customer expectations. Establish client implementation and plan conversion procedures and templates. In addition, the Conversion Project Manager will be responsible for performing quality assurance audits of all conversion activity and documentation to ensure compliance with contractual requirements and client expectations. Follow PMO process using standard artifacts while analyzing each project for unique conditions.  Manage scope and follow change management process for scope changes.  Qualifications: Bachelor's degree (B. A.) from four-year college or university in related field 5 - 7 years in the retirement plan industry Project Management experience, strong analytical skills and in-depth knowledge of implementation and conversion of retirement plans required The candidate must have strong problem solving skills – must be proactive and resourceful and be able to exercise sound judgment Must have excellent written and oral communication skills, as interaction with clients, the team and other areas of the firm is critical to success. Strong Communicator with the ability to coordinate activities and tasks among disbursed project teams DST experience preferred Project Management Professional (PMP) professional certification a plus

The Retirement Plan Call Center Representative focuses on assisting and resolving retirement plan participant’s direct requests and issues by answering incoming calls, making outbound calls to participants, and responding to emails.  The Retirement Plan Call Center Representative ensures that communication is answered in a timely and professional manner consistent with established corporate standards providing a high level of customer service to each participant.  S/he will answer incoming telephone calls in the participant service center, assisting participants with obtaining account information, enrollment questions, execute transaction requests (such as loans, distributions and fund transfers) and respond to participant questions by obtaining information from the appropriate person or system. In addition, the Retirement Plan Call Center Representative will assist participants with retirement projections and modeling as it relates to Newport’s online gap analysis tool, as well as help educate participants on proper asset allocations. S/he will also respond to electronic participant inquiries and voicemail as well as assist other departments with call out requests. Requirements:   Bachelor’s degree or an equivalent combination of training and experience 1+ years' experience working in a fast- paced Call Center environment Experience working in a related position in the retirement services or financial industry is strongly preferred Dedication to providing the highest level of customer service Excellent organizational skills Bilingual (English and Spanish) a plus It is a requirement of this job   to consistently report to work as scheduled, be on time, and remain at work for entire assigned shift

We have an excellent opportunity for a Retirement Plan Compliance Analyst. In this role the Compliance Analyst will perform compliance testing, testing review, document support, government forms preparation and review for moderately complex retirement plan. S/he will ensure that assigned plans remain tax qualified by meeting all IRS and DOL reporting and testing requirements. This also includes reporting on all accounting and financial activity for the plan.  The Retirement Plan Compliance Analyst will prepare all non-discrimination tests and other Compliance related testing on mostly larger and/or moderately complex plans as well as perform contribution calculations.  S/he will review legal plan document and all employee data and determine participant eligibility. The Retirement Plan Compliance Analyst will reconcile and/or review all financial activity as well as prepare all required government forms.    Requirements:   Bachelor’s degree in a business related field or industry experience, or a combination of education and industry experience. Ability to obtain ASPPA’s Retirement Plan Fundamental certificate (RPF-1 & RPF-2 exams). 2+ years of progressive plan experience in third party administration environment required. Experience on preparing and explaining qualified plan compliance testing and government form filings. Previous client services or customer service experience.

Newport Group is has a great opportunity for an  Operations Specialist in the Trading group. This employee is responsible for participating in the daily trading and fund change processes within Operations. Qualified candidates should be highly organized with a strong attention to detail and have the ability to work in a fast paced, dynamic environment with a high degree of accuracy.  The Operations Specialist will participate in the daily trade submission/monitoring process and in a rotation of nightly monitoring of price files imports, releasing of trades, and problem resolution (typically once per week). S/he will complete daily share reconciliation reports for multiple custodians. Will coordinate and perform fund changes. Includes fund review, distributing proper disclosures and the actual completion of the event in our recordkeeping system.  The successful candidate will monitor negative balances, troubleshoot daily trade rejects and settlement issues. S/he will analyze inefficiencies within the team and suggest potential solutions. As well as assess risk in daily operations and escalate when appropriate. Qualifications: Bachelor’s degree in Business, Finance or related field or equivalent experience. 2-3 years of related experience in qualified retirement plan environment, or related field. Excellent verbal and written communication skills. Proven ability to train and assess the work of others. Must be highly organized with strong attention to detail and solid prioritization skills. Excellent client services and interpersonal skills. Solid analytical, financial, time management and problem resolution skills. Ability to work well in a fast-paced, dynamic environment with a high degree of accuracy. Must be focused and driven with the ability to manage multiple priorities with tight deadlines. Strong knowledge of Microsoft Office Knowledge of Relius and/or DST systems a plus but not required Successful completion of ASPPA or NIPA examinations/credentials a plus

Newport Group has a great opportunity for a Business Analyst at our Folsom, CA office. S/he will document business and functional requirements, develop, modify, test and implement new operational processes, and IT systems enhancements, document and support application modules for internal and external use, guided by precedent and working within the limits of established policies. ESSENTIAL FUNCTIONS: Act as the primary project liaison between business users and technical teams. Identify, analyze and translate business Product Owners needs into written project definitions, user stories, and acceptance criteria for new application development or enhancement requests. Work with Product Owners to help translate business needs into a groomed product backlog. As a team member on an Agile Scrum project team the Business Analyst will partner with Product Owners, Scrum Masters and team members including development, database resources, report writers, quality assurance associates, and technical writers in the development of web based applications and reporting to serve the needs of external and internal partners. Work with project managers, other business analysts, development resources, and quality assurance team members through the Agile Scrum process to help “shepherd” a project from start to final implementation. Assist the Scrum Master during the Agile Release Planning and Sprint Planning meetings to make updates to the user stories and acceptance criteria on the fly. Collaborate with external vendors on specific design projects or product acquisitions as necessary. Assist in the Quality Assurance and Story Acceptance testing of user interfaces for applications, other application enhancements and with application outputs such as reports. Assist with coordination of the Sprint Review process with the Scrum Master and Team Members to obtain acceptance from the Product Owner for functionality developed during the Sprint. Collaborate and communicate with other business analysts and leaders to coordinate cross project initiatives and activities. Up to twice per quarter on weekends, the Business Analyst will participate in the release process to help coordinate implementation steps, answer last minute questions and to perform post production installation testing. Partner with technical documentation to assist with the review of release notes, system documentation, user documentation and other training materials. Assist Quality Assurance and Application Support associates to resolve issues and/or questions with internal applications as well as monitor and coordinate the resolution of any project related support issues. Maintain current awareness of internal systems, industry trends and applicable technologies.   ESSENTIAL SKILLS: Strong interpersonal, written communication, and presentation skills are required to be successful. Ability to create positive and professional business relationships with both internal and external clients. Ability to effectively initiate action, collaborate with others, and drive action items to resolution. Be adept at time management and be comfortable working on multiple projects. Analytical, problem solving, planning, and organizational skills are required to be effective. Ability to quickly understand and adapt existing internal business process knowledge into documentation required to support a diverse mix of technology projects and system enhancements. Desire and ability to learn complicated concepts and formulate that knowledge into action plans Strong understanding of dynamic web development and database technologies. Experience in the Retirement Services Industry desirable QUALIFICATIONS: Bachelor's degree (B. A.) from four-year college or university 2 - 5 years of total experience or equivalent combination of education and experience Strong analytical skills Experience working with end users in a business analyst or support role Certified Business Analyst Professional (CBAP) designation desirable.

Newport Group has a great opportunity for a Team Leader, Client Services. The Team Leader will supervise the activities of the team to provide full service retirement plan recordkeeping and within the established quality standards. In addition, this position is responsible for providing leadership and guidance to the team. S/he will manage the work-flow activities of staff in accordance with corporate strategic direction and budgetary guidelines. Facilitate communication and provide technical guidance to staff. Train, develop and review the work of new staff members. Resolve escalated issues and demonstrate proactive solution-based approach to enhance client relations. In addition, the Team Leader will manage team member issues, absences and special requests. Make procedural change requests or clarifications and then implements in the department. The Team Leader will be responsible for quality control and timely delivery of client work. Participate in the development and implementation of company policies and procedures. Remain current on regulations and new pension laws. Participate in cross-functional projects, manage staff member’s performance and productivity. Ensure staffing levels are appropriate to workload, effectively manages time off requests. Identify areas of opportunity for staff members and provide training/feedback on an ongoing basis. Conduct effective team meetings, attend routine meetings with LOB leader and communicate expectations effectively with staff members. Works closely with Human Resources with on recruiting, counseling of employees, and recommendations for termination of employment. Facilitates all aspects of the Performance Management cycle including conducting annual reviews and establishing meaningful and relevant performance objectives. Qualifications: Bachelor’s degree in Business, Finance or related field or equivalent experience. 5-7 years of related experience in qualified retirement plan environment, or related field. Excellent verbal and written communication skills. Proven ability to train and assess the work of others. Must be highly organized with strong attention to detail and solid prioritization skills. Excellent client services and interpersonal skills. Solid analytical, financial, time management and problem resolution skills. Ability to work well in a fast-paced, dynamic environment with a high degree of accuracy. Must be focused and driven with the ability to manage multiple priorities with tight deadlines. Strong Microsoft Office Knowledge of Relius Admin system, DST, PC applications and File formats a plus Successful completion of ASPPA or NIPA examinations/credentials a plus

The Retirement Plan Call Center Representative focuses on assisting and resolving retirement plan participant’s direct requests and issues by answering incoming calls, making outbound calls to participants, and responding to emails.  The Retirement Plan Call Center Representative ensures that communication is answered in a timely and professional manner consistent with established corporate standards providing a high level of customer service to each participant.  Successful Candidates for this role will have strong interpersonal and listening skills and a desire to assist others. S/he will follow required procedures for participant identification to ensure corporate guidelines are followed and will process participant transactions ensuring accuracy.  Retirement Plan Call Center Representative will document all participant calls and transactions timely and will meet individual and department service level goals.   Requirements:   Bachelor’s degree or an equivalent combination of training and experience. Customer service background. Must have demonstrated proficiency in computer navigation and software applications including Microsoft Office.   Experience with DST platform is a plus. Call center experience in a fast paced environment is preferred. Able to multitask. Excellent organizational skills. Retirement Plan Call Center Representative 

Newport Group has a great opportunity for a Administrator in our ESOP group. The ESOP Administrator will be responsible for reviewing census information and determination of eligibility, reconciliation of trust asset, compliance testing under code sections 404, 415, 410(b), and 416, allocation of employer contributions and posting of other participant activity to individual accounts and preparation and review of Form 5500 and related schedules S/he will update all information into recordkeeping system DST, allocate investment gains/losses, allocate employer contributions and forfeitures, and balance summary of accounts to trust assets. Requirements: Bachelor’s degree in accounting or business related equivalent or the equivalent of related experience in the administration of retirement plans ASPPA designation a plus Excellent written and oral communication skills. Proficient using Excel, Word, PowerPoint, and Adobe Must have strong analytical, problem solving and organizational skills Must have a demonstrated track record of consistently meeting and/or exceeding performance expectations with the ability to work under pressure in a very fast paced environment

Newport Group has an excellent opportunity for an Administrative Assistant. S/he will be responsible for supporting the Senior Leadership team in the Folsom office. The individual will be responsible for coordinating group meetings, assisting with travel reservations, preparing expense reports, supporting the development of presentations, monthly departmental report creation, preparation of meeting minutes, as well as assisting with any local event planning. S/he will also answer telephones, take and relay messages, arrange conference calls, and personally respond to routine matters.  S/he will be required to provide excellent customer service to internal departments. Requirements: The successful applicant will have a bachelor’s degree from an accredited university or equivalent education/experience. Must have exceptional organization skills, strong attention to detail and a high degree of accuracy. Proficiency in MS Office skills required, excellent Excel skills with the ability to grasp new systems quickly. Exhibit strong written and oral communication skills, as interaction with clients, the team and other areas of the firm is critical to success. Must have effective time management and organization skills as s/he will work in a fast-paced, demanding environment and will be a “self-starter” working often under tight deadlines. Must have superior client service skills. Proactive and resourceful. Able to multi-task and work in a fast-paced environment. Ability to build internal relationships and communicate effectively with others.

The Operations Specialist is responsible for processing retirement plan participant accounts. The ideal candidate will have an aptitude for general accounting, finance, and mathematics. A basic understanding of mutual funds and other investments is preferred. The Operations Specialist will process retirement plan payroll files including plan participant contributions, distributions and loan payments as well as disbursement requests via custodian websites.  Successful candidates will assist with special projects as needed and identify process improvements to create efficiencies. The role utilizes various databases which house retirement plan information and works extensively with MS Excel and Word.  Additional responsibilities will include managing mutual fund processing.   Requirements: Able to escalate questions and issues as appropriate to management, yet able to use solid business judgment. Able to work in a team environment. Strong attention to detail. Problem solving skills. Self-motivated. Highly organized.

Newport Group has a great opportunity for a Principal for our Compensation Consulting team. The Principal will be responsible for generating increased revenue through leads that come about from strategic relationships. Lead and Design projects involving increasing marketplace visibility and brand familiarity with Newport Group’s name. In addition, the Principal will lead teams working on assigned projects to ensure completion with a high level of technical and professional accuracy. Assist Team Members with research on difficult questions or escalated issues. Establish strong relationships with current and prospective clients. Lead teams on coordinating all aspects of project design with clients. S/he will work towards resolutions in response to escalated client issues and demonstrates proactive solution-based approach to enhance client relations. Support client consulting projects through management of teams performing market pricing, job evaluation, regression analysis, salary structure design, cost analyses, and report preparation. Ensure team members meet very high standards for customer service, technical and communication skills. Qualifications: Master’s Degree or MBA preferred CCP Certification Experience with MarketPay 7-10 years of combined and increasingly complex experience with the following: Compensation program design Executive pay practices Benchmarking pay practices Performance management

We are currently hiring for a Team Leader in our Folsom, CA office with experience leading a team in a financial services environment / retirement plan operations or trading. Do you have experience leading and motivating a team of 10-15 employees in a financial services environment? As a member of the team you will monitor completion of necessary functions of the team and ensures the tasks are executed accurately and properly. This role is also responsible for organizing the recruitment and selection of employees as well as taking an active role in the onboarding and performance management process in guiding and developing the skill set of the operations team. The Team Leader will hold regular team meetings to share information and provide an open forum for team members to collaborate. S/He will periodically review work of all team members to ensure quality and accuracy are met and that the team members meet high standards for customer service and communication skills. Will ensure that team members are challenged in their jobs encouraging team members to develop beyond their current skill set. In addition, s/he will work with Senior Management on ways to improve our product and enhance the client experience. S/He assists team members with research on escalated issues and acts as a subject matter expert to other departments. This leader will build relationships with other leaders to ensure a smooth flow of information between teams.   Requirements The successful applicant will have a bachelor’s degree from an accredited university in a related field or equivalent work experience. S/he must have three to five years of progressive management experience over teams of five or more in a high volume, transaction based financial operations environment (ideally in recordkeeping of 401K plans or Financial Services.) Familiarity with mutual funds, asset classes, market timing, and short term redemption fees Knowledge of the retirement plan industry is a plus. Familiarity with ERISA regulations, plan document issues, and investment topics is a plus.  Industry designations/licenses are plus (ASPPA, NIPA, investment-related, etc.).  Superior communication, strong interpersonal skills and self-motivation are important for success. The ability to work well cross-departmentally to ensure client expectations are exceeded is required. Successful applicants should have a strong ability to handle multiple projects while leading a team

  Newport Group has a great opportunity for an Administrator in our ESOP group. The ESOP Administrator will be responsible for reviewing census information and determination of eligibility, reconciliation of trust asset, compliance testing under code sections 404, 415, 410(b), and 416, allocation of employer contributions and posting of other participant activity to individual accounts and preparation and review of Form 5500 and related schedules S/he will update all information into recordkeeping system, allocate investment gains/losses, allocate employer contributions and forfeitures, and balance summary of accounts to trust assets. Requirements: Bachelor’s degree or equivalent of related experience in the administration of retirement plans ASPPA designation a plus Experience in Relius a plus Excellent written and oral communication skills. Proficient using Excel, Word, PowerPoint, and Adobe Must have strong analytical, problem solving and organizational skills Must have a demonstrated track record of consistently meeting and/or exceeding performance expectations with the ability to work under pressure in a very fast paced environment

SUMMARY Under the direction of a Senior Mortgage Officer, originate real estate loans from various lead sources.  Provide exceptional service while guiding members through the home loan process.  Analyze members’ financial data and use that information to provide them with home loan products that meet their needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Originates real estate loans on behalf of the Senior Mortgage Officer. Analyze detailed financial and credit data, matching borrowers needs with an appropriate loan program and level of risk. Make outbound calls to realtors and prospects and schedule appointments. Maintain constant communication with members, vendors, and other staff to uphold clear expectations throughout the closing process. Responsible to send required documentation to Mortgage Assistant in a timely fashion so up-front mortgage RESPA disclosure requirements can be met. Maintain current, complete & accurate status in origination systems for all loans assigned. Submit timely, accurate and complete mortgage files to Real Estate Operations for processing, underwriting, doc drawing and funding. Follow up on assigned referrals in timely fashion Connect weekly with processor to verify status of loans in pipeline Meet minimum production goals assigned. Other duties as assigned. QUALIFICATIONS To perform this job successfully an individual must be able to perform each essential duty satisfactorily.  The requirements listed below represent the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE Associate's degree (A.A.) or equivalent from two-year college or technical school; three to five years related experience. LANGUAGE SKILLS Ability to read and interpret documents such as title reports, loan applications, loan disclosures, and policy and procedure manuals.  Ability to write routine reports and correspondence.  Able to effectively communicate loan status and upcoming time frame expectations with members, 1st   Mortgage Officers, Realtors and other referral partners. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as origination fees, discount points, interest, commissions, PITI payments, & percentages. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations. CERTIFICATES, LICENSES AND REGISTRATIONS NMLS license OTHER SKILLS AND ABILITIES Ability to type 35 words per minute Prior residential lending experience Familiar with LOS systems, and underwriting & funding requirements OTHER QUALIFICATIONS Strong sales and organizational skills Availability to assist borrowers on evenings and weekends Detail-oriented Customer service experience Excellent communication skills Solution oriented problem solver Demonstrated drive, initiative & desire to get work done quickly Strong desire to continue learning about the residential mortgage industry, provide cutting edge support and improve the financial well-being of SAFE’s members Proficient in MS Office Applications (Outlook, Excel, Word, Power Point) Mortgage Industry experience PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to walk and reach with hands and arms. Specific vision abilities required by this job include close vision and ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually light to moderate. 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.