• Support CIRE’s deal team across all commercial real estate transactions • Collaborate closely with Investor Relations, FP&A, Asset Management, and Financial Reporting teams • Manage post-acquisition analysis and communication with operations teams • Create and maintain key quarterly deliverables and ad hoc analyses • Financial analysis and review of due diligence for potential transactions • Study and analysis of market and sub-market trends and drivers.

• Develop team-specific KPI dashboard and conduct periodic analyses of financial results to identify positive/negative trends, operational opportunities, etc. • Identify automation opportunities and partner with Fin Ops management and Strategic Operations to assess ROI, develop requirements, and prioritize projects based on importance and impact • Obtain working knowledge of and assist in all invoicing aspects: • Lead comprehensive billing processes by analyzing inbound data from multiple sources, including multi-year contracts, client programs, and service volumes (e.g., per claim, per member, one-time fees, recurring fees) • Manage billing across various lines of business including commercial, public, private, and government health plans, covering drug spend and ancillary services • Invoice Generation: Prepare and issue invoices based on predefined billing schedules and contract terms • System Reconciliation: Reconcile billing records between internal platforms (e.g., ERP and adjudication systems) to ensure consistency • Contractual and Clinical Program Reconciliation for Billing: enhance reconciliation process to ensure and confirm all billable programs and administrative fees are correctly captured • Audit Support: Assist with internal audits by providing technical or analytical support on requests • Process Adherence: Follow established billing procedures and escalate discrepancies to senior finance staff. • Continuous Improvement & Collaboration • Utilize SQL or other data query applications to prepare journal entries, accruals, and adjustments as required • Responsible for adherence to the Capital Rx Code of Conduct, including reporting of noncompliance.

Role Description We’re looking for a highly experienced and knowledgeable Underwriter IV to join our team and take on complex and high-impact individual life insurance cases. This role requires deep technical expertise, sound judgment, and strong partnership with the field. If you thrive on complexity, and are known for your leadership and decision-making skills, we’d love to talk with you. Responsibilities - Underwrite highly complex individual life cases with significant mortality and financial impact, including formal applications and pre-quote requests, within a life approval authority of $5 million+. - Offer expert evaluation and guiding decisions beyond the authority of junior underwriters. - Review, approve, and provide guidance on underwriting decisions made by other underwriters, ensuring adherence to company guidelines, selection standards, and risk philosophy. - Partner closely with agents, brokers, and field leadership, communicating underwriting decisions clearly and professionally while building strong, trusted relationships. - Support continuous improvement efforts by mentoring underwriters, monitoring workflow quality and volume, contributing to underwriting guidelines, and staying current on products, regulations, and industry trends. Qualifications - Extensive individual life underwriting experience, including impaired risks and large case underwriting, with demonstrated success operating at full authority levels. - 5+ years of life underwriting experience, with the confidence and judgment to make and defend complex underwriting decisions using sound medical, financial, and actuarial reasoning. - Experience working under pressure while maintaining attention to detail, sound judgment, and compliance with company and industry standards. - Strong technical foundation, including completion of LOMA 280/281, 290, 311, 386, and ALU 101 & 201 (or equivalent depth of knowledge). - Excellent decision-making, analytical, and communication skills, with the ability to clearly explain underwriting outcomes to both internal partners and the field. - High level of independence and accountability, paired with strong organizational skills, attention to detail, and the ability to perform under deadline pressure. - You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. - Able to work remotely with access to a high-speed internet connection and located in the United States or Puerto Rico. Preferred Qualifications - Bachelor’s degree or equivalent experience; FLMI, FALU, CLU designation completed or in progress. - Experience with Accelerated Underwriting programs and/or Long-Term Care underwriting. - Prior involvement in field training, underwriting policy development, or special underwriting initiatives. Benefits - Estimated Salary: $86,000 - $114,000, plus annual bonus opportunity. - 401(k) plan with a 2% company contribution and 6% company match. - Work-life balance with vacation, personal time, and paid holidays. Application Information If you have questions about your application or the hiring process, email our Talent Acquisition area at careers@mutualofomaha.com. Please allow at least one week from time of applying if you are checking on the status. Mutual of Omaha only accepts applications from mutualofomaha.com/careers. Legitimate communications will come from '@mutualofomaha.com.' We never request sensitive information or extend job offers without conducting interviews. For more details, check our Hiring FAQs.

Enhanced Due Diligence Investigator - 12-month Fixed-Term   Job Description: At Coast Capital, we're not dreaming about a better future, we're building one. As a member-owned cooperative, we're helping our members with their real goals and real challenges so they can live the real life they want. It's what we've been doing for over 80 years, and it's why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone - because when our members do well, we believe our communities should do well too. Enhanced Due Diligence Investigator - 12-month Fixed-Term Mar 24, 2026 Location(s): Greater Toronto Area; Greater Vancouver Area Job Type: Full Time; 12-month fixed-term myWork Program: Hybrid Starting Salary Range: $65,800.00 - $71,000.00 Background Screening Requirement: - Enhanced Criminal Record Check - Credit Check - Identity Verification - Employment Verification - References Job Purpose As an Enhanced Due Diligence Investigator with our team, you'll dive into the details that keep our Credit Union operations secure and compliant. Your careful analysis will range from evaluating member risk profiles to keeping our transactions transparent and in line with the meticulous standards set out by Anti-money laundering and Anti-terrorist financing regulations. Join us in this crucial role where your investigative skills will ensure that we know the important facts about our business partners, and help safeguard our community from financial crime risks. This role is Hybrid Remote based out of our Toronto office (3610, 181 Bay Street, Toronto, Ontario) or Surrey office (9900 King George Blvd, Surrey, British Columbia). Currently the team meets in office 1-2 times per month based on business needs. Accountabilities - Analyze financial transactions annually or an ad hoc basis to identify irregularities on high-risk members. Ensure the accuracy of risk assessment data and deploy advanced analytical tools to evaluate client risk effectively. - Perform daily name screening of both new and existing members using subscribed software to identify Politically Exposed Persons (PEP's), individuals/entities on the Canadian sanctions and Terrorist Designated Persons list and other persons that may be associated with financial crime. Conducts monthly OSFI Terrorist name checks and reports any findings to Senior Management. - Conduct comprehensive background investigations on both new and existing members identified as high-risk members or identified via name screening and verify the accuracy of their information against various databases. Identify and assess high-risk individuals and entities via detailed screenings. Examine client histories for any financial crimes or suspicious activities to support the overall member risk rating. - Prepare thorough reports outlining findings and conclusions from investigations. Document each investigative step and process and recommend actions based on the results. Maintain records of all investigative activities and their outcomes. - Conduct thorough due diligence reviews on potential high-risk accounts to determine final risk rating. Detect gaps in existing procedures and recommend improvements to enhance due diligence. Monitor accounts consistently to uncover any issues and/or gaps to enhance the program. - Provide de-marketing recommendations to senior management and, upon approval, manage the process including the identification and strategic disengagement of high-risk members, while collaborating with stakeholders and supporting front-line staff in membership closures. Skills & Qualifications - Bachelor's Degree or a diploma requiring 3 - 4 years of full-time study. - Sound knowledge of regulatory requirements around AML/ATF and sanctions - Certification in Anti-Money Laundering (CAMS or equivalent) would be preferred - Minimum 4 years of current Job-Related Financial Crime Risk (Fraud, AML/ATF) or Regulatory Compliance Experience Equity, Diversity & Inclusion at Coast Capital Don't meet every single requirement? At Coast Capital, we believe everyone has potential. We are committed to building better, brighter, more inclusive futures for everyone - including our employees. We see the potential in our employees to achieve amazing things and want to invest in your future. If you're excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this or other opportunities at Coast Capital. At Coast Capital, we are committed to equity, diversity and inclusion. We strongly encourage applications from Indigenous Peoples, Black, and racialized persons, persons with disabilities, people of diverse sexual and gender identities and women. We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences and expertise benefit of our employees, our members, and our community. Coast Capital is committed to providing an accessible recruitment experience. If you are a candidate with a disability and require accommodation(s) during any stage of the recruitment process, please contact us at accessibility@coastcapitalsavings.com or 778-391-5836. This contact is intended solely for inquiries or feedback related to accessibility barriers, accommodation requests or alternate format requests. We will work with you to ensure your needs are met. You will only receive a response to inquiries related to these topics. Why join Coast Capital Savings? - Purpose is our North Star. We look at everything through our purpose. It informs the advice we provide our members, the experiences and products we create, and the programs we build to support our employees and communities. - Committed to inclusion and engagement. We have an ongoing focus on equity, diversity, and inclusion and routinely track how we're doing, and what we need to do to keep improving. We foster a culture where everyone can feel safe to be who they really are and thrive. - A career that grows with you. We believe in developing our people and promoting from within. Many employees have spent decades, and sometimes their entire careers, with Coast Capital and have progressed from the frontlines to senior leadership. - Work where you're most effective. In 2020 the world changed, and that includes how we work. In response to COVID-19 we launched myWork, which gives employees flexibility in where they work based on the nature of their role. - Benefits that flex to the needs of you and your family. We offer comprehensive, customizable benefits for you and your family, so you can choose what fits best for you and your lifestyle. - Retirement options. We also take care of our employees once they retire. That's why we offer the choice of a defined contribution or defined benefit pension plan or RSP's. - Mortgage and auto financing benefits. Employees save thousands on their mortgages and auto loans with best-in-category benefits. - Real Recognition. We recognize excellence throughout the year, through an online community that lets employees give kudos and thanks throughout the year. We're human, which means we like to have fun with events, celebrations, and recognition throughout the year. - An award winning culture. We're a Platinum member of Canada's Best Managed Companies and are regularly recognized by Canada's Most Admired Corporate Cultures and the BC Top Employers Awards. - We reinvest 10% back into the community. When we do well, our communities do well. That's why since 2000 we've invested over $90 million into our member's communities. - Double your impact. Through our employee volunteer program, Coast Capital donates $10 for every hour you volunteer to a Canadian charity or non-profit of your choice. D&I at Coast At Coast Capital, we value diversity, equity and inclusion. We're not all the same and we like it that way. We don't just accept differences - we celebrate, support, and we thrive on them for the benefit of our employees, our members, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.