As the largest life insurance premium finance company in the country, Wintrust Life Finance provides customized financing solutions to qualified borrowers seeking to finance their life insurance premiums. Our financing solutions have supported numerous planning structures, including traditional wealth transfer, key-man insurance, buy-sell arrangements, split dollar arrangements, term alternatives, charitable giving, income replacement strategies, and more. Wintrust Life Finance is a subsidiary of Wintrust, a financial services company with more than $50 billion in assets.Why Join Us?An award-winning culture! Wintrust Financial is rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and discretionary or incentive bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175 community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhy join this team?We are proud to be named a 2024 Top Workplace in New Jersey by NJ.com, which reflects our teams commitment to creating a positive and fulfilling work environment for all employees.Our team is committed to a family-friendly schedule and level of work-life balance for all employees.Our team is in a unique position that allows us to collaborate with multiple other departments and have exposure to executive management.We encourage a vibrant, inclusive, and team-oriented atmosphere.Position Overview:The Paralegal will assist attorneys in providing legal support to the life insurance premium finance new business and renewal departments. This position is currently hybrid, with 3 days in the office (T, W, Th).What you will be doing:Draft loan documents and ancillary correspondence for review.Review trust agreements and corporate formation documents for borrowing entities.Review closing files, including approval of OFAC searchesSupport in-house attorneys and outside counsel with litigation management.Assist in processing subpoenas, court orders, bankruptcy-related notifications, regulatory investigations, and motions.Conduct research using resources such as legal documents, online databases and other legal references.Qualifications:Three years paralegal experience: corporate or finance environment a plus.Superb analytical skills and organizational, with a high level of accuracy and attention to detail.Excellent verbal and written communication skills.Capable to interact with employees at all levels of the organization.Self-starter who shows initiative and multitasks effectively.Ability to work both independently and in a team environment.Working knowledge of Word, Excel and Outlook.Bachelors degree required.Paralegal certificate from ABA-approved program preferred; comparable experience with sophisticated legal transactions or litigation may be substituted.#LI-HYBRIDFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicagos Bank and Wisconsin\'s Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
Job Classification:Project Mgmt, Transformation & Strategy - Project Mgmt, Transformation & StrategyA GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTUREAs the Global Asset Management business of Prudential, were always looking for ways to improve financial services. Were passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, youll unlock a motivating and impactful career all while growing your skills and advancing your profession at one of the worlds leading global asset managers!If youre not afraid to think differently and challenge the status quo, come and be a part of a dedicated team thats investing in your future by shaping tomorrow today.At PGIM, You Can!What you will doThe Program Management Office (PMO) of PGIM Fixed Income manages a portfolio of large multi-functional projects sponsored by Senior Leadership that execute the business strategy of PGIM Fixed Income.These high-impact initiatives are designed to achieve the following business drivers:Collaborate with cross-functional teams to lead projects and new business initiatives that drive business growthModernize client facing deliverables to generate flexibility, improve timeliness, and create scalable processesRaise technical aptitudes and enable self-service across the organization to create further scaleDeploy global collaboration and workflow tools to improve efficiencyThe PMO team is looking for a high-quality manager who has an affinity for project management, process improvement, and / or consulting-like assignments. The ideal candidate has a deep interest in understanding the business issues at hand, conducting analysis as needed, and implementing solutions that achieve the above business drivers.What you can expectCreate and maintain project plans and status updates; identify and document project milestones and key emerging risks through task lists, project status updates, meeting agendas, meeting summaries, etc.Review and document current processes and provide business recommendations to restructure and improve processes; Leverage technologies to create efficiencies, as appropriate; Implement new processes / technical solutions and train business partnersCoordinate with multiple internal and external partners to drive deliverables and strategic outcome; be persistent, direct, and flexible when carrying out follow-ups with business partners to move an initiative forwardBuild stakeholder communications for Senior Leadership of PGIM Fixed Income and project sponsors to provide status and progress updates including milestones, dependencies, risks, costs, etc.Assist in developing other related communications and deliverables as neededWhat you will bring6-10 years of relevant work experience preferred.Proven experience in a project or business management role(s) (including planning, execution, monitoring, and control of large, cross-functional projects)Excellent problem-solving skills; Analytical mindset to resolve issues in a variety of complex situationsStrong communications (written, verbal and interpersonal) skills, including tact, diplomacy, and ability to influence senior executivesProven self-starter with confidence to carry forward a large-scale project through planning, execution, and closing phases; Ability to multi-task and prioritize work across multiple initiatives / projectsStrong PowerPoint, Excel, SharePoint, and Visio skillsAsset management industry experience preferred, Knowledge of public fixed income strategies a plusBachelors or equivalent degree with strong record of academic achievementPGIM welcomes all applicants, even if you don\'t meet every requirement. If your skills align with the role, we encourage you to apply.What we offer you:Medical, dental, vision, life insurance and PTO (Paid Time Off)Retirement plans:401(k) plan with generous company match (up to 4%)Company-funded pension planWellness Programs to help you achieve your wellbeing goals, including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needsWork/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional health, and career development.Tuition Assistance to help finance traditional college enrollment, approved degrees, many accredited certificate programs, and industry designations.To find out more about our Total Reward package, Total Rewards BrochureNote: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $135,000 to $155,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.About PGIM Fixed IncomePGIM Fixed Income is a global asset manager offering active solutions across all fixed income markets. With approximately 1000 employees and $821Bn assets under management, the company has offices in Newark, London, Letterkenny, Amsterdam, Munich, Zurich, Tokyo, Hong Kong, and Singapore. Our business climate is a safe inclusive environment, centeredEqual Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
