Roch Capital, Inc., located in Glen Mills, PA has an exciting new opportunity for an entry-level Staff Accountant supporting a private equity family office. reports in-office Monday to Friday 8am - 5pm at our Roch's Glen Mills headquarters.
Summary:
The Staff Accountant provides general accounting functions for daily operations of the portfolio through the responsibilities listed below.
Essential Functions:
* Perform monthly accounting close for various entities with minimal complexity in Great Plains and ATWeb.
* Record journal entries in Great Plains and ATWeb related to the organizations' activities including income and expense accruals as necessary.
* Perform daily and monthly reconciliations of various balance sheet accounts.
* Send book and wire transfer requests to Applied Bank for processing.
* Prepare cash roll forward reports for individuals.
* Assist in the quarterly production of the Board Report and year-end financial statements for audit.
* Prepare monthly financial statement and investment packages for assigned entities that require no formatting in Excel.
* Support month-end closing through timely and accurate account reconciliations as well as other assigned duties.
* Maintain schedule of loans between affiliated entities and prepare cash transfer requests as interest payments become due.
* Act as back-up for the Senior Accountant for daily cash reporting.
Supervisory Responsibilities:
This position has no supervisor responsibilities.
Knowledge & Skills:
* Excellent organizational, motivational, communication, and interpersonal skills.
* Knowledge in Microsoft Office, or a comparable software program, is also required.
* Intermediate-level skills in Microsoft Excel or similar spreadsheet program.
* Experience with Great Plains or ATWeb a plus.
Education & Work Experience:
* Bachelor's degree (B.S.) in Accounting from an accredited four year college or university or…
* Associates Degree in Accounting or a senior level college student working towards a degree in Accounting or Finance
* 0-2 years relevant work experience (including internships)
$46k-58k yearly est. 13d ago
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Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Saint Augustine, FL job
Your Opportunity:
Assistant Store Manager InstaLoan St. Augustine, FL
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $ per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the “Company”) uses artificial intelligence (“AI”) tools to assist in its recruitment and hiring process.
Read the AI Use Consent and Acknowledgement for more information.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$29k-36k yearly est. Auto-Apply 1d ago
Executive Assistant
Eastdil Secured 4.6
Miami, FL job
Eastdil Secured is the global real estate investment bank that uniquely combines commercial real estate and capital markets expertise. We provide truly independent advice with the mission to drive value for our clients through creative, actionable ideas and flawless execution. Our knowledge-driven team is comprised of remarkable people who are seamlessly connected across all levels and geographies, merging experience, expertise, and resources to deliver the best strategies from around the globe. With a focus on serving our clients, we thrive on collaboration to execute the world's most dynamic transactions.
At Eastdil Secured, we seek individuals who have the expertise, integrity and dedication needed to drive meaningful impact for our clients. We hire and advance based on merit and actively engage talent with diverse backgrounds and perspectives, fostering a culture of creativity and innovation throughout our company.
This position is a full-time, in-person, role in our Miami, FL office. An Executive Assistant with Eastdil Secured performs a broad variety of administrative tasks in a fast-paced work environment. This role provides administrative support to multiple transaction professionals as well as back-up support to the broader team and office. Teamwork is integral to this role and the ability to work well with all levels of internal team members as well as outside clients and vendors is required.
Essential Functions
Provide administrative support to transaction professionals with complex needs, including travel, itineraries and agendas and meeting calendars
Works closely with transaction professionals to keep them well informed of upcoming commitments and responsibilities, following up appropriately
Acts as a “barometer”: having a sense for the issues taking place in the environment and keeping the team updated as needed
Plan, coordinate, and ensure meetings are scheduled, rescheduled, or prioritized based on business needs
Own “Gateway” role: communicating with broader team constantly to increase efficiency. Establish and implement team scheduling best practices by leveraging ES software and applications
Completes a broad variety of administrative tasks in addition to managing time and travel, including tracking expenses, completing & submitting expense reports within required deadlines, composing, and preparing correspondence, processing charitable contribution requests, and managing client gifts and entertainment, in accordance with gift and entertainment policies and procedures
Assist in editing, formatting, and printing presentations and documents using Power Point, Word, Excel and PDF
Completes personal requests as needed (personal travel, errands, etc.)
Successfully completes all aspects of deliverables with a proactive, hands-on, solutions-oriented approach
Provide occasional back-up support to other Executive Assistants, including supporting the transaction process, and collaborate with support teams across multiple offices
Office Management
Support Facilities Manager (off-site) and work with Admin Services to ensure that Miami, FL office is operating smoothly
Conduct inventory assessment and complete weekly office supply and snack orders
Maintain basic office equipment, resolving office-related malfunctions and responding to requests or issues
Assist with food orders, luncheon planning, and planning of other business-related meetings and events as requested
Manage logistics for in-office new hire onboarding (set up desks, phones, computers, etc.)
Deal Administration
Provide executive deal administrative support as needed to transaction professionals and deal team
Support transaction and deal team by managing and organizing internal database, assisting with deal marketing process, ensuring timely distribution of marketing materials, performing data reporting using Eastdil Secured proprietary applications, and coordinating with internal and external counsel as needed
Proactively manage end-to-end deal administration process, including coordinating closing dinners, arranging event related items such promotional materials, wine distribution, etc.
Event Management
Help with planning and execution process for small local events on behalf of the team and supporting other events as needed (closing dinners, small happy hours, golf outings, etc.)
Track key milestones, including budget, attendee management, risk management, as well as venue, transportation, and accommodation confirmation
Proactively submit Gift & Entertainment approvals according to policy
Act as onsite coordinator day-of to ensure seamless event delivery
Some travel may be required
Education and Qualifications
Bachelor's Degree, preferred
5+ years of experience in a corporate environment working with senior-level executives
Bilingual (Spanish) strongly preferred
Experience, Skills and Competencies Required
Very strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
Strong interpersonal skills and the ability to build relationships across the broader team and the firm
Expert level written and verbal communication skills
Demonstrated proactive approaches to problem-solving with strong decision-making capability
Emotional maturity
Highly resourceful team-player, with the ability to also be extremely effective independently
Proven ability to exercise discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response
Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment
Forward looking thinker, who actively seeks opportunities and proposes solutions
Experience coordinating complex calendars & managing expenses for multiple team members
Tech-savvy and excellent computer skills. Proficient in MS Office (Outlook, Excel, Word, and PowerPoint), Microsoft TEAMS and Zoom.
Apple device required for remote connectivity
Concur expense management and travel booking experience a plus
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Eastdil Secured will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on, for example, F-1 or other student visa status. In addition, not only must candidates be able to work in the United States without sponsorship when hired, they must maintain the ability to work in the U.S. without sponsorship throughout their employment.
A wealth management firm in Fort Lauderdale is seeking a Chief Growth Officer (CGO) to accelerate growth and enhance client experience. The CGO will lead sales, develop market strategies, and manage business development initiatives. Candidates should possess a Bachelor's degree, an MBA preferred, and over 10 years of leadership experience in financial services. The firm values collaboration and accountability and offers a hybrid work environment to foster team success.
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$27k-42k yearly est. 6d ago
Sales Specialist
Equity Lifestyle Properties, Inc. 4.3
Florida job
What you'll do:
This is not a 9-5, sit-behind-a-desk job. Instead, you will develop and execute upon creative sales and marketing plans designed to drive business to the community. Our sales team is highly collaborative and works together towards a common goal. The Sales Associate would work out of our Coquina Crossing community located in Elkton, FL.
Your job will include:
Selling, processing, and closing homes in accordance with company business plans.
Showing homes and highlighting the features and benefits of the homes and the community. Approximately 85% of your time will be spent showing homes.
Adhering to the company's selling philosophy when serving our customers while utilizing all selling and organizational tools provided to include accompanying them through model homes, undecorated models (which may be at various stages of construction), and/or available homesites.
Providing timely and consistent follow-through with current customers from initial contact to after closing. Records must be maintained of all communication.
Developing an in-depth knowledge of the competitive marketplace, including product, site, local community, sales, advertising, and demographics.
Monitoring and recording daily customer traffic utilizing company designated tracking tools and sending “Thank You” notes to all potential customers along with continued follow up.
Accomplishing required administrative tasks accurately, expertly, and in a timely manner, while handling priorities.
Creating sales agreements which may include calculation of sales tax and monthly payment plans as well as running credit checks.
Attending regular rally meetings to review sales and marketing strategies.
Meeting with residents and buyers to list and sell homes and keeping a database of available homes for sale.
Collaborating with the Community Manager, Regional Sales Manager and/or Regional Manager to develop the community sales and marketing plans.
Participating in regional call campaigns and community events.
As part of community outreach, building strong resident relations with ongoing communications and an all-encompassing attitude of courteous, respect, and customer service to self-generate sales.
Experience & skills you need:
Strong customer service and sales skills with a proven history of success.
Strong interpersonal, written, and verbal communication skills when interacting with potential customers, sales leadership, and the operations team.
Positive attitude, self-motivated, resourceful, professional, and capable of achieving goals.
Ability to work in a fast paced and team-centered environment.
Ability to work weekends on a regular basis.
Strong math skills and the ability to calculate figures and amounts such as discounts, interest, and commissions.
Ability to problem solve and be detail oriented.
Understand and follow company established policies and procedures.
Enjoy collaborating, being a team player with a strong work ethic, accepting constructive feedback, and following directions from a manager.
Committed to self-development of sales, marketing, and technological advancements.
Enjoy self-generating sales through outreach and marketing initiatives.
Ability to use the Microsoft Office suite of products including Outlook and Excel.
You have a valid driver's license and a clean driving record. This is required.
$52k-78k yearly est. 3d ago
Quality Control Technician/Inspector-Concrete Industry
DZ Corporation 4.3
The Villages, FL job
Job Title: Quality Control Technician/Inspector - Concrete Industry
Company: DZ Corporation
Employment Type: Full-Time
About Us:
DZ Corporation is a trusted name in the concrete industry, committed to delivering high-quality products and services. We are currently seeking a dedicated and detail-oriented Quality Control Technician/Inspector to join our team in The Villages, FL.
Responsibilities:
Inspect and test concrete samples to ensure compliance with industry standards and project specifications.
Conduct pre-pour and post-pour inspections of forms, molds, and reinforcement placement.
Perform wet and hardened concrete testing (e.g., slump, air content, compressive strength).
Monitor curing processes and verify proper procedures are followed.
Maintain accurate documentation of inspections, tests, and corrective actions.
Communicate with production teams and suppliers to resolve quality issues.
Ensure compliance with safety and environmental regulations.
Assist in developing and improving quality control procedures.
Conduct audits of batch plants and material suppliers.
Qualifications:
High school diploma or equivalent; technical training or associate degree in construction or materials science is a plus.
2+ years of experience in concrete quality control or inspection.
Familiarity with ACI, ASTM, and NPCA standards.
ACI Certification (Field Testing Technician Grade I) preferred.
Strong attention to detail and problem-solving skills.
Ability to work independently and as part of a team.
Basic computer skills for data entry and reporting.
Benefits:
Competitive salary based on experience.
Health, dental, and vision insurance.
Paid time off and holidays.
Opportunities for professional development and certification.
Supportive team environment.
$31k-41k yearly est. 4d ago
Senior Real Estate Debt Investment Lead
Kayne Anderson 3.0
Boca Raton, FL job
A leading real estate investment firm in Boca Raton is seeking a Vice President / Director / Managing Director to lead debt investment strategies. The candidate will have 7+ years of experience in real estate debt investing, demonstrating strong analytical and negotiation skills. Key responsibilities include sourcing loans, managing transactions, and overseeing portfolio performance. The role offers comprehensive benefits, including health insurance and a competitive 401(k) plan, fostering an empowering work environment.
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A leading alternative asset management firm in Miami is seeking an experienced candidate to manage conflicts clearance processes. The position requires over 10 years of experience in a financial services firm, proven leadership skills, and significant analytical capabilities. Responsibilities include supporting compliance efforts, evaluating potential conflicts, and implementing efficient processes. A bachelor's degree is essential along with a meticulous attention to detail. This role offers a competitive salary and comprehensive benefits.
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$123k-195k yearly est. 7d ago
Client Relationship Specialist - Pittsburgh, PA (Cranberry Township)
Charles Schwab 4.8
Cranberry, PA job
Regular
Your opportunity
Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.
To read more about our client offerings visit: Charles Schwab - Investor Services
What you have
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
Bachelor's degree or equivalent work related experience
A valid and active Series 7 license is required (may be obtained under a condition of employment)
A valid and active Series 63 license is required (may be obtained under a condition of employment)
Notary preferred
Minimum 12 months in a client service industry
Basic understanding of brokerage regulations and rules that govern client accounts
Demonstrated experience handling client concerns and issues with tact and diplomacy
Outstanding written and oral communication skills
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to manage multiple client situations, needs and inquiries simultaneously
Need be able to build and maintain good cross enterprise working relationships
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
BBVA Global Wealth Advisors, an SEC-registered investment adviser, is seeking a motivated and detail-oriented AML EDD & Monitoring Senior Associate to join our growing Compliance Team. This role is responsible for executing and enhancing our Regulatory Compliance Program, including Anti-Money Laundering (AML) and financial crime prevention program. You'll play a key role in protecting the firm from illicit activities while ensuring strict adherence to all applicable laws and SEC regulations.
The ideal candidate brings strong investigative, analytical, and regulatory experience, with the ability to translate complex risks into actionable controls and deliver high-quality results in a fast-paced environment.
Key Responsibilities
As a AML EDD & Monitoring Senior Associate, you'll be on the front lines of our financial crime defense, with a diverse range of responsibilities that include:
EDDs/Risk Assessments:
Conduct initial and ongoing Enhanced Due Diligence (EDD) reviews in higher-risk clients, including PEPs, foreign clients, complex ownership structures, source of wealth verification, and adverse media, documenting conclusions in a clear, concise, and factual manner.
Assess customer risk profiles determined by the firm's risk-based methodology and maintain accurate, up-to-date risk ratings.
Identify potential risks, escalate concerns, and propose effective operational improvements to help ensure that operation controls are in place for all key processes and that any control weaknesses are appropriately addressed and escalated.
Account Periodic Reviews:
Performing periodic, risk-based reviews of client accounts across all client risk tiers, ensuring ongoing compliance with AML & KYC standards. This includes verifying client information, updating beneficial ownership details, and re-assessing client risk profiles in accordance with firm policy.
Revalidate client information, transactional behavior, and adverse findings, and take actions accordingly, as dictated by AML Policies and Procedures.
Document conclusions in a clear, concise, and factual manner.
Transaction Monitoring & Investigations:
Analyzing transactional data for unusual patterns, red flags, and suspicious activities that may indicate money laundering, terrorist financing, or other financial crimes.
Collaborate with operation and commercial teams to understand the transactional context and escalate matter when appropriate.
Conduct timely investigations into potentially suspicious behavior, gather supporting documentation, and prepare well-supported recommendations to escalate activity, as needed.
Watchlists & Screening Oversight:
Manage the internal list name screening process, playing a key role in quality assurance and ensuring the process effectiveness.
Oversee the accuracy, completeness, and regular updates of internal watchlists, including lists of high-risk individuals, entities, and jurisdictions. Collaborating with various departments to ensure timely inclusion or removal of names.
Work with internal and external stakeholders to ensure system accuracy and proper calibration to reduce false positives and maintain industry standards.
AML Policies, Procedures, Control Enhancement:
Assist in the drafting, review, and transposition of Compliance policies, procedures, and controls to ensure they are current, comprehensive, and effectively mitigate identified risks.
Translate applicable regulatory requirements into actionable internal guidance.
Support internal and external audits, regulatory examinations, and remediation plans, as applicable.
Special Projects:
Participate in and lead various special projects aimed at enhancing our AML Compliance program, such as system implementations, new product risk assessments, training initiatives, and internal audit responses.
Ad Hoc Requests:
Responding promptly and accurately to various ad hoc requests from internal stakeholders (e.g., front office, operations, legal) and external parties (e.g., auditors, regulators) related to Compliance as required by business needs.
Compliance Cross-Functional Collaboration - this role may have exposure to cross functional collaboration, including but not limited to:
Administer the systems used by the GWA Compliance program, especially those used for AML.
Assist with the GWA AML Compliance and general Compliance testing program, ensuring compliance with SEC regulations, GWA internal policies, and Holding level requirements.
Develop and deliver targeted training as required by the Compliance team initiatives.
Qualifications
The ideal candidate will have a basic foundation in Regulatory Compliance, demonstrated by:
5+ years of experience at a financial institution (BD or RIA preferrable).
Certified Anti-Money Laundering Specialist (CAMS) certification is a preferred (or willingness to obtain within 12 months).
Direct, hands-on experience with EDD, KYC, and transaction monitoring.
Strong Familiarity of U.S. regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC sanctions programs.
Proven ability to conduct thorough investigations, analyze complex data, and make well-reasoned decisions under pressure.
Strong analytical skills with an ability to identify trends, patterns, and anomalies.
Exceptional written and verbal communication skills, with the ability to articulate complex risk concepts clearly and concisely to diverse audiences.
High degree of attention to detail and accuracy in all work.
Ability to manage multiple priorities effectively and meet deadlines in a dynamic environment.
A strong ethical compass and commitment to upholding the highest standards of compliance.
Proficient in collaboration platforms like Google Workspace and Office 365.
Bilingual - Fluency in both English and Spanish (verbal and written).
$82k-108k yearly est. 4d ago
SBA Credit Risk Team Lead
Valley Bank 4.4
Tampa, FL job
The SBA Credit Risk Team Lead is responsible for all underwriting activities related to new and existing credit transactions with moderate to higher complexity including client diligence, structuring, and the required analysis and preparation of the underwriting package. They will also manage a team, focused on SBA 7a lending.
Responsibilities include, but are not limited to:
Proactively communicates with Loan Officers and assigned Credit Portfolio Managers during the underwriting, approval and portfolio management processes.
Review and circulate credit packages and modifications for approval. Ensure packages are updated as required by approvers.
Underwrite complex new loan requests and modifications.
Coordinate with the assigned Commercial Loan Officers, Loan Officer Assistants and Direct Reports all activities required to complete a credit package.
Completes performance evaluations, reviews and approves timecards and all other manager related activities for his/her direct reports.
Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority.
Obtain, and monitor various loan portfolio reports such as Maturing Loans, Past-Due Loans, Annual Reviews and proactively assist lenders with requisite action plans.
Assure that credits are accurately risk rated and credits are properly monitored and reported.
Adhere and comply with all requirements of Regulation B Adverse Action Procedures -- Florida Division.
Create and maintain current BSA Information.
Adhere and comply with all requirements of watch list and EDD procedures.
Manage and track covenants, borrowing bases, A-R Ageing, etc. for their accounts.
Assist in preparation of quarterly CLMR reports.
Advise Lenders on all matters related to the Bank's Credit Policy and related Procedures/Forms.
As time allows conduct annual site visits, attend loan closings and other tasks required to support assigned lenders.
Required Skills:
Knowledge of SBA 7a Underwriting
Knowledge of credit underwriting, accounting and loan documentation with the ability to.
Ability to effectively communicate credit concerns and formulate alternate loan structures to customers, business unit team leaders, department heads and senior management.
Proficient computer skills using Microsoft Word, Excel and Outlook.
Strong level of interpersonal and social skills needed to interact with loan officers, administrative staff and customers.
Strong personal time management skills.
Strong mathematical skills.
Strong credit skills.
Strong administrative skills.
Ability to write reports and business correspondence.
Ability to effectively present information and respond to questions.
Required Experience:
High School Diploma or GED and a minimum of seven years of experience in a commercial lending environment in a credit-oriented and underwriting position.
Bachelor's degree, completion of a formal credit training program, and prior supervisory experience is preferred.
Full-time/Part-time
Full-time
FLSA
Exempt
Location(s).
405 N Westshore Blvd, Tampa, Florida 33609, United States
180 Fountain Pkwy N Suite 200, St Petersburg, Florida 33716, United States
Total Rewards Summary
We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions.
In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.
Job Details
Pay Range $110,600.00 - $195,700.00 / year
Pay Transparency
In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.
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$45k-84k yearly est. 5d ago
Process Improvement Specialist
DZ Corporation 4.3
The Villages, FL job
Reports To:
Operations Manager
The Process Improvement Specialist is responsible for optimizing production processes within the precast concrete facility. This role focuses on identifying inefficiencies, implementing process enhancements, and supporting quality and safety improvements across manufacturing operations. Working closely with production teams, engineers, and supervisors, the specialist helps streamline workflows, reduce waste, and ensure consistent product quality.
Key Responsibilities:
Process Analysis & Optimization:
Observe and analyze daily production activities (casting, curing, reinforcement, finishing, etc.) to identify bottlenecks and improvement opportunities.
Data Collection & Reporting:
Gather and track production data such as cycle times, material usage, downtime, and defect rates to support improvement projects.
Continuous Improvement Projects:
Assist in implementing Lean, 5S, or Six Sigma initiatives to improve plant efficiency, reduce waste, and enhance workplace organization.
Standard Work & Documentation:
Help develop and update standard operating procedures (SOPs), work instructions, and visual management tools.
Quality & Safety Support:
Collaborate with Quality Control and Safety teams to ensure process changes meet safety standards and product specifications.
Technical Support:
Support the introduction of new molds, equipment, or materials by conducting process trials and documenting results.
Collaboration:
Partner with maintenance, engineering, and production supervisors to troubleshoot recurring process issues.
Qualifications:
Education:
Associate's degree or technical diploma in Manufacturing Technology, Industrial Engineering, or related field.
Equivalent experience in precast concrete production or process improvement will be considered.
Experience:
2+ years in a manufacturing or precast concrete environment.
Familiarity with Lean Manufacturing, 6S, or Continuous Improvement principles.
Skills:
Strong mechanical aptitude and understanding of production equipment.
Ability to collect and interpret process data (cycle times, scrap, yield, etc.).
Proficiency in Microsoft Office and basic data entry tools.
Good communication and problem-solving skills.
Team-oriented and hands-on approach.
Preferred Qualifications:
Experience with precast or concrete manufacturing processes (casting, curing, form setup, reinforcement, finishing).
Knowledge of quality systems such as NPCA or PCI standards.
Basic CAD or technical drawing reading ability.
Certification in Lean or Six Sigma or willingness to acquire.
Performance Indicators:
Reduction in process waste or rework rates.
Increased production throughput and efficiency.
Improved safety compliance and incident reduction.
Consistency in meeting product quality standards.
Implementation and sustainability of improvement projects.
$68k-100k yearly est. 3d ago
Investment Consultant - Ormond Beach, FL
Charles Schwab 4.8
Ormond Beach, FL job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
A leading financial services firm in Miami is looking for a Private Banker to develop and manage client relationships and create tailored wealth management strategies. Candidates should have over 15 years of experience in the financial sector, strong knowledge of investment and credit products, and relevant licensing. This role offers a salary range of $200,000 to $500,000 plus comprehensive employee benefits including medical coverage and paid time off.
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$125k-164k yearly est. 5d ago
Commercial Loan Closer
Peoples Security Bank & Trust 4.3
Moosic, PA job
If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust.
We continue to grow and are always looking for the right people to join our team.
#TeamPSBT
Our Commercial Loan Closers are responsible for performing a variety of duties to support the loan documentation and loan processing function for commercial/small business, residential, and consumer loan transactions; coordinating work within the department, as well as with other departments; and responding to inquiries or requests for information. This position will be located in either our Bethlehem, PA location or in our Moosic, PA location.
Essential Duties:
Performs a variety of duties to support the loan documentation and loan processing function as follows:
Verifies all loan information pertaining to small business and commercial lending in preparation for final loan documentation for closing.
Verifies loan approvals to loan policies.
Reviews loan applications to verify that application data is complete and meets establishment standards, including full execution by all parties and Bank.
Reviews document preparation folders for completeness and accuracy
Informs Lenders and administrative support of missing information, documentation and discrepancies.
Verifies loan to values as appropriate to the transaction at hand and for reporting accuracy.
Completes and/or follows up on any additional records with regard to the processed loans
Prepares and reviews commercial modification documentation as needed including calculation of adjusted payments.
Obtains additional needed information through a variety of methods in order to ensure that the proper preliminary documentation has been obtained prior to the preparation of final loan documentation, i.e. articles of incorporation, business agreements, certificate of good standing, appraisals, automated underwriting findings, investment account statements, etc.
Performs review of attorney-prepared loan documentation for accuracy and informs Lenders of necessary changes, as needed.
Performs secondary review of loan documentation of other loan closers prior to distribution of loan documents including review of attorney-prepared loan documentation.
Generates and distributes loan documentation for closings to Lenders and administrative support; reviews HUD Settlements statements and verifies accuracy and funds to close.
Reviews executed loan documentation to ensure that the proper signatures have been obtained after closing including loans where documentation has been prepared by outside counsel; ensures all the proper documents are included in the final loan files and completes the organization of the permanent loan documentation file.
Provides support to post-closing loan processor, when necessary, with regards to tracking and preparation of the loan file for imaging and filing
Processes withdrawn, approved not accepted and declined commercial loans as needed for HMDA reporting purposes including generating Adverse Action Notice for loans declined due to poor credit history
Ancillary Duties:
Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Benefits Offered to Peoples Security Bank Employees
**Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals**
Medical Plans
Dental Plan
Vision Plan
Life Insurance
Disability Insurance
401(K) Plan
Paid Time Off
Paid Holidays
Paid Volunteer Time Off
Employee Assistance Program
Banking Classes
Internal Advancement Opportunities
Company Overview
Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team.
We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities.
PEOPLE | Working together for a common good by engaging our customers and communities.
SERVICE | Consistently deliver a safe, reliable and positive banking experience for our customers.
BETTER | A commitment to excellence in every interaction.
TRUST | Integrity, accountability, guidance, and support form the foundation for every customer engagement.
We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us.
Peoples Security Bank and Trust Company is an Equal Opportunity Employer
Requirements:
Education/Training: A high school diploma or equivalent required.
Skill(s): Must demonstrate strong communication skills; moderate interpersonal relations skills; proficient PC skills, including Microsoft Word and Excel; working knowledge of loan documentation and requirements for completion. Knowledge of documentation software (LaserPro) a plus.
Experience: A minimum of 2 years' experience in a related position normally required.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
$34k-38k yearly est. 3d ago
TAS Director - Financial Due Diligence
Rsm Us LLP 4.4
Fort Lauderdale, FL job
TAS Director - Financial Due Diligence page is loaded## TAS Director - Financial Due Diligencelocations: Miami: Fort Lauderdale: Tampatime type: Full timeposted on: Posted Todayjob requisition id: JR116856We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.RSM is looking for a Director to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.**Responsibilities:*** TAS Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers.* Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations.* Utilize proven business development skills to build upon transaction advisory services work.* Identify business opportunities and enhance go-to-market strategies.* Lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach staff.**Required Qualifications:*** A bachelor's degree, ideally with a major in accounting or finance* Approximately 10 years of related work experience: with at least 5 years experience in financial due diligence* Successful track record of building and growing a Transaction Advisory Service Practice* Big Four or similar consulting background* Experience servicing private equity groups (PEG)* Experience with developing and supervising staff both on engagements and in their career* Demonstrates thorough knowledge and/or a proven track record of success with operating in a professional services firm or large consultancy At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please for additional information.At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $151,200 - $304,200Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
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$79k-107k yearly est. 6d ago
Asset Management Analyst
Preit 4.0
Philadelphia, PA job
Company
Headquartered in Philadelphia, PREIT is a premier owner, developer, and operator of high-quality retail and mixed-use destinations across densely populated U.S. markets. Founded in 1960, the company has a storied history of transforming traditional shopping centers into vibrant, community-centric hubs that bring together shopping, dining, entertainment, and lifestyle experiences. Today, PREIT continues to redefine the future of retail by leveraging its portfolio's prime locations to deliver dynamic, multi-generational destinations.
Responsibilities
This position will support the Regional Asset Manager as it relates to company strategy and goals. This includes, but is not limited to, budgeting & forecasting, leasing analysis, deal execution, due diligence, analysis, and other projects that align with PREIT objectives such as transactions, refinancing, and development.
Essential Functions
Supports leadership in PREIT portfolio lease execution.
Create and update annual property budgets and creating forecasting models for region in Argus and Excel.
Develop pro formas and projections for leasing representatives to help them in negotiating transactions.
Develop and track pro formas for redevelopment projects.
Work closely with property management and accounting staff in coordinating collection efforts and responding to various tenant inquiries relating to co-tenancy, CAM audits and various other lease clauses.
Build and maintain quarterly covenant calculations for term reporting.
Participate in Regional Production meetings and ensure action items are addressed in a timely manner.
Monitor performance of the property and identifying operations and challenges and implement strategies to respond.
Review lease comments and work with Leasing Representatives to evaluate the impact of proposed changes and Landlord's risk and develop the appropriate responses to tenants.
Prepare financial projections for the properties and portfolio, and for properties under consideration for development.
Carry out special assignments/projects as assigned by management.
Assist team in acquisition, disposition, and refinance initiatives.
Qualifications
Bachelor's degree in Accounting, Finance, Real Estate, Business Management, or related field required. Master's Degree highly desirable.
1 - 5 years of experience in commercial real estate, financial analysis and/or contract and real estate law. A combination of equivalent education and experience necessary to effectively perform the responsibilities of the position.
Strong interpersonal skills; comfortable working with all levels of management, leadership, ownership, joint venture partners and external advisors.
Excellent written and verbal communication skills
Detail orientation demonstrated ability to multitask effectively, and strong analytical skills.
Competency in the use of Microsoft Office suite including Excel and PowerPoint. Experience using ARGUS or Yardi a plus.
Ability to work in Center City, Philadelphia office 4 days per week.
Benefits
401(k)
Health insurance
$66k-81k yearly est. 4d ago
Infrastructure and Cloud Engineer - NBS
Nelnet 4.4
Remote or Harrisburg, PA job
Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 churches, and millions of individual students, families, and supporters across the globe. Our culture of service enables us to form long-lasting and trusted partnerships, while our focus on creativity and innovative solutions empowers our customer communities to thrive.
As a Nelnet company, the perks at NBS go beyond our benefits package. You're part of a community, invested in you as an individual and united by our mission to create opportunities for people where they live, learn and work.
The Engineer maintains on premise deployment, configuration, support, administration and technical solutions for various technology components that make up the IT Infrastructure environment.
Lincoln Nebraska and surrounding area candidates: **This position offers a hybrid work option. Nelnet values flexibility and understands the importance of work-life integration. Our hybrid work environment allows associates to work remotely for part of the week, while also fostering collaboration and team connection through in-office presence three days per week.**
**Please note that we are unable to provide visa sponsorship for this position. To be considered, candidates must already be authorized to work in the United States without the need for current or future sponsorship.**
**JOB RESPONSIBILITIES:**
1. Maintains IT infrastructure to meet business objectives.
2. Implements technical solutions, specifications and documentation for various sized projects or daily support initiatives.
3. Works with multiple customers, stakeholders and system owners to produce requirements, determine feasibility, analyze cost/benefits requirements and recommend design solution options.
4. Provides technical support for users with varying levels of IT knowledge.
5. Completes routine preventative measures.
6. Logs analysis, vulnerability reviews and penetration assessments, as well as maintains/monitoring network security.
7. Assists in regulatory body attestations to maintain on premise compliance.
**EDUCATION:**
1. Bachelor's Degree in Computer Science or related field, or equivalent experience.
2. Certification in Amazon or Azure as Cloud Architect, DevOps engineering or similar.
**EXPERIENCE:**
1. 3+ years of IT infrastructure experience related to virtualization, networking and security.
**COMPETENCIES - SKILLS/KNOWLEDGE/ABILITIES:**
1. Demonstrated skills in Windows technologies (including latest Windows versions).
2. Demonstrated skills in Linux technologies (Latest RedHat versions, NIS, IP Tables, Bash Scripting, Perl, Postfix).
3. Demonstrated skills in Networking (switching/routing, Firewalls, DHCP, DNS, WAFs and Load Balancers).
4. Strong analytical, judgement and problem-solving skills.
5. Strong oral and written communication skills.
6. Strong interpersonal skills to interact with technical and non-technical clients.
7. Strong documentation and time management skills.
8. Self-motivated.
9. Ability to comfortably work collaboratively as part of a team.
10. Strong bias toward action, delivery and implementation.
**Pay range for this role is $100,000-$120,000 annually, depending on experience.**
Our benefits package includes medical, dental, vision, HSA and FSA, generous earned time off, 401K/student loan repayment, life insurance & AD&D insurance, employee assistance program, employee stock purchase program, tuition reimbursement, performance-based incentive pay, short- and long-term disability, and a robust wellness program. Click here to learn more about our benefits: LINK (*************************************** .
Nelnet is committed to providing a welcoming and respectful workplace where all associates have the opportunity to succeed. As an Equal Opportunity Employer, we ensure that all qualified applicants are considered for employment. Employment decisions are made without regard to race, color, religion/creed, national origin, gender, sex, marital status, age, disability, use of a guide dog or service animal, sexual orientation, military/veteran status, or any other status protected by federal, state, or local law. We value the unique contributions of every team member and believe that a positive work environment benefits everyone.
Qualified individuals with disabilities who require reasonable accommodations in order to apply or compete for positions at Nelnet may request such accommodations by contacting Corporate Recruiting at ************ or ****************************** .
Nelnet is a Drug Free and Tobacco Free Workplace.
You may know Nelnet as the nation's largest student loan servicer - but we do more than that. _A lot more._ We're also a professional services company, consumer loan originator and servicer, payment processor, renewable energy innovator, and K-12 and higher education expert (and that's just a shortlist). For over 40 years, we've been serving our customers, associates, and communities to make dreams possible.
EEO Info (******************************************************** | EEO Letter (************************************************************** | EPPA Info (************************************************************************************** | FMLA Info (********************************************************
$100k-120k yearly 41d ago
Senior Credit Analyst - Syndicated
Intercredit Bank N.A 3.2
Miami, FL job
This position will be embedded within the Syndications team, providing credit expertise to support the origination, distribution and management of syndicated loan transactions in the USA. The role and will be responsible for analyzing and evaluating primary and secondary loan opportunities, preparing thorough credit assessments, and ensuring that transactions align with the bank's appetite and policies. This position requires strong analytical capabilities, market knowledge of syndicated loan is a plus, and the ability to coordinate closely with internal stakeholders and Credit Department Managers.
Compliance with OFAC Regulations is the responsibility of ALL employees of the Bank. Employee is expected to be familiar with and have knowledge of the requirements of OFAC Regulations.
DUTIES & RESPONSABILITIES:
• Prepares credit analysis report for use by lending officers and the Bank's respective Credit Committees for their consideration to approve or deny credit facilities for corporate and institutional USA borrowers. In order to accomplish this function, the analyst:
o Verifies that the required audit level for financial information submitted by the borrowers conforms to Bank's policy.
o o Analyzes financial ratios derived from the spreading of the financial information.
o Reviews the comparative spreads of borrower's and peer group's ratios and draws appropriate conclusions.
o Runs and analyzes appropriate credit reference reports such Standard & Poors, Moody's, and Fitcho
o Requests and reviews credit references from other available informational sources.
o Prepares credit analyses reports by presenting facts, and offers reasoned opinions in respect to the credit condition of the borrower being reviewed.
All of this work is conducted in a largely independent manner, with only occasional consultation and review by the Credit Department Manager.
• Prepares industry study reports on the industries in which the Bank extends credit. Reviews the Bank's portfolio position in each industry being analyzed and assesses the overall risk position being incurred.
• Provides clear assessment as to whether a proposed or existing loan is within established credit policy guidelines.
• Maintains extensive communication with Lending Officers, and Credit Department Managers providing assistance on the preparation of new loans and renewals.
• Assists the Credit Managers and Chief Credit Officer in training and supervising more junior credit analysts by showing them how to spread and analyze financial statements, prepare peer group comparisons, calculate and utilize financial ratios, understand and utilize cash flows, and evaluate all of the non-numerical aspects of evaluating credit risk.
• Provides necessary support to Credit Managers, Credit Portfolio Managers, and Chief Credit Officer.
DESIRABLE EXPERIENCE AND SKILLS:
• Requires a Bachelor's degree, preferably with a business, finance major or related field. An advanced degree in business, finance, or economics is desirable.
• A minimum of three - four years previous credit training and experience is required, preferably within syndicated loans, or corporate banking .
• Requires strong knowledge and experience with word processing and spreadsheet software such as Microsoft Word and Excel. A high level of accuracy is important.
• Work typically involves reading, large amounts of writing, and substantial arithmetical calculations. Requires the ability to conduct research, strong conceptual and analytical skills, and the ability to write and speak effectively.
Strong time management and organizational skills, with the ability to prioritize and manage multiple transactions.
• Fluency in both spoken and written Spanish is highly desirable.
Work is typically sedentary and requires the ability to work using computer equipment for up to 95 percent of the workday.
BSA COMPLIANCE
I understand and acknowledge that, in addition to the duties outlined in this job description, I am also responsible for ensuring that my duties are performed in full compliance with all of the bank's Bank Secrecy Act, Anti-Money Laundering, and OFAC policies and procedures as well as related Federal Laws and Regulations. Furthermore, I understand that I must create and foster a culture of BSA, AML, and OFAC Compliance within the institution. Lastly, I agree to address any and all questions I may have about the Bank's BSA/AML/OFAC Program to the Bank's BSA Department.
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 use hands to fingers, handle, or feel and talk or hear. The employee frequently is required to stand, walk, sit, and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIROMENT
The work environment characteristics described here are representative of those employees' encounters with performing 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 occasionally exposed to risk of electrical shock. The noise level in the work environment is usually moderate.
Intercredit Bank is an equal opportunity employer.
$75k-108k yearly est. 3d ago
MEP Project Manager
Allegiance Group 4.4
Berwick, PA job
📍 Berwick, PA (Project Site)
💼 On-site 4-5 days/week
💰 Salary: $90,000 - $130,000 (DOE) + full benefits
I'm currently partnering with a well-established commercial general contractor to hire an MEP Project Manager to support a major data center project in Berwick, PA.
About the Role
This position will lead and manage MEP scopes, with a strong preference for heavy electrical experience. The role will be site-focused during the project, with Allentown serving as the long-term home office once completed.
Key Responsibilities
Manage MEP scopes with emphasis on electrical systems
Oversee subcontractors, scheduling, and daily site coordination
Ensure quality, safety, and compliance with project specifications
Drive project schedules, RFIs, submittals, and change management
Collaborate closely with superintendents, estimators, and executives
Support project closeout and turnover processes
Ideal Background
Proven experience as an MEP Project Manager (GC or subcontractor)
Strong electrical construction background preferred
Experience on data centers, industrial, or mission-critical projects is a plus
Able to work on-site 4-5 days/week in Berwick
Seeking long-term stability (client values tenure and growth)
Compensation & Benefits
$90,000 - $130,000 base salary (DOEl)
High-deductible medical plan (deductible 100% covered by employer)
50/50 premium split (employee/employer)
4% 401(k) match
Independence Blue Cross network
Dental, vision, life insurance (1x base salary)
Short & long-term disability
PTO:16 days
Why Join?
Work for a contractor with a small-company culture and big-project exposure
Leadership is highly accessible (ownership involved in projects & interviews)
Clients include Amazon, Urban Outfitters, and major developers
Strong commitment to internal promotion and career growth
Zippia gives an in-depth look into the details of Applied Card Systems, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Applied Card Systems. The employee data is based on information from people who have self-reported their past or current employments at Applied Card Systems. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Applied Card Systems. The data presented on this page does not represent the view of Applied Card Systems and its employees or that of Zippia.
Applied Card Systems may also be known as or be related to Applied Card Systems, Applied Card Systems Inc., Applied Card Systems Of Pennsylvania, Inc. and Applied Card Systems, Inc.