Business services supervisor job description

Who We Are Horizon Next is one of the industry's most innovative and data-driven marketing organizations and sits at the intersection of three constantly changing landscapes: people, data, and media. Our business provides strategic leadership to accelerate growth for our clients through brand strategy, media planning and investment, and best in class analytics across all channels. As the leader in innovative business solutions, we are always pushing ourselves to understand what's next: our next innovation, our next advancement in analytics, the market's next media evolution, and your next breakthrough idea. Horizon Next operates with the single goal that tomorrow must outperform today.

At Horizon Next, we understand the value that different perspectives can bring to our clients and culture, so we strive for an environment where our employees feel welcomed, safe and empowered. We value YOU and believe that your authentic voice and unique perspective allows us to create a more rewarding culture, and experience, together.

Our simple recipe for success? We hire talented people (thinkers, doers, dreamers, makers), challenge them and give them every opportunity to grow.
What You'll Do
35% Strategic Planning
Guide the team in translating client goals into strategic media solutions that grow our client's brands and ensure strategic consistency across all elements of plan development and implementation Supervise the implementation and development of media briefs, building strategic & tactical recommendations Responsible and accountable for final reporting analysis of campaigns alongside other internal teams, ensuring data is accurate, presenting findings to client Manage progress of reporting deliverables, provide input and ensure recommended optimizations are applied to future campaigns Understand how attribution models function as well as applications/benefits of said models and tools Lead research initiatives, identifying tools and resources that will aid in the consumer insight gathering and strategic planning process
10% Account Management
Begin anticipating client requests, troubleshoot and problem solve with internal teams to proactively provide solutions Lead performance calls and statuses, providing a POV to clients Engage with investment teams to ensure successful campaign execution, manage performance within flight Work closely with activation teams to bring media plan recommendations to life, issue plan deliverables to client Partner with Associate Director & Director to understand and deliver on client's holistic business needs
15% Relationship Management
Build and maintain relationships with core clients and industry partners by serving as a Horizon Next contact Serve as conduit for strategic leadership from senior team to junior team Interview to fill junior team member openings
40% Supervision/Management
Oversee junior team member's engagement & interactions with other Horizon Next departments (i.e. Investment, Traffic, Operations) Understand and form strategic alignment across all channels and teams, to ensure a fully integrated approach
Promote the work of both junior and senior team members, set a positive team environment
Guide team in setting goals and professional development timelines, ensure team members have challenging, level-appropriate projects and opportunities to learn new skills Manage performance of junior team by coaching to maximize success, identifying training needs for improved performance, setting goals for career development and ensuring actions are taken Participate in interview process for junior team members

Who You Are
A strong writer, presenter and communicatorA left and right brain thinker - a data powered strategistA collaborative, team-oriented worker with strong time management and organization skillsA problem solver with the ability to develop creative solutionsA strong team player, willing to roll up your sleeves Detail oriented with commitment to follow through Nimble and flexible with ability to succeed in a fast-paced environment Excited to manage and grow team membersA supporter of and advocate for diversity, equity and inclusion

Preferred Skills & Experience
3+ years of experience developing strategic media recommendations and stewarding media account projects Experience utilizing multiple media channels Thorough understanding of advanced analytics and performance media
Familiarity with marketing principles, analytics and concepts
Prior experience in a client contact and leadership role Strong mentorship experience in terms of developing media professionals, ability to manage a small team Effective verbal and written communication skills; able to confidently present and sell through ideas both internally and to clients Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and media research/reporting resources

Certificates, Licenses and Registrations
This role does not require certificates, licenses or registrations

Physical Activity and Work Environment
This role does not require any physical activity

The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

FirstBank and Trust is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

FirstBank Lubbock Bancshares began with the vision of one man, Barry Orr, and a promise. Barry promised his wife and friends that he would start a bank that would become profitable through relationships, hard work and determination. "It is our goal to be the BEST community bank in the Lubbock area," states Barry Orr, Chairman & CEO. "We knew we could help build a better Lubbock by serving the needs of customers our way."

The Small Business Pre-Closing Supervisor leads a team of Small Business Banking Assistants, ensuring quality and timely support of their assigned loans in accordance with bank guidelines. This position supports the division Loan Officers on small commercial loan relationships from underwriting through pre-close due diligence and closing the transaction, including renewals and modifications. This includes acting as a liaison between the Commercial Sales and Support teams, Credit and Loan Operations. The Small Business Pre-Closing Supervisor while maintaining customer service excellence while managing a pipeline of loans and overseeing the team pipeline.
Primary Responsibilities

* Reviews loan documentation for accuracy and conformity to approved loan terms.
* Assists with HMDA and CRA data corrections as needed.
* Reviews entity documentation to determine structure, roles, and authorized signers.
* Ensures that all regulatory compliance obligations are satisfied.
* Reviews title exceptions to identify any concerns that must be resolved prior to closing.
* Reviews final title policy for accuracy.
* Assists commercial sales team via phone calls and emails regarding loan information.
* Enters loan data into Loan Origination System (LOS) System to move loans to closing.
* Works with commercial sales team to collect required pre-approval documentation
* Images all necessary documents.
* Requests, pulls compliance, and customer verifications (OFAC, Fraud, etc.).
* Requests and collects due diligence activities and third party reports (appraisals, environmental, UCC, title work, articles of good standing, credit report, etc.) - Reg B Compliance.
* Works with Loan Operations to support pre-closing and closing activities including collect loan documents from Doc Prep team and review for completeness and accuracy, Confirm closing logistics.
* Funds closed loans, processes income and expense fees according to procedures.
* Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

Secondary Responsibilities

* Performs other duties as assigned.

Management Responsibilities

* Works with department staff on individual professional development and career development opportunities. Facilitates team members in creating individual goals and development plans that align with the department goals.
* Works with HTLF's Talent Acquisition team to identify and hire the most qualified and talented individuals to fill open positions.
* Provides information and on-going feedback to department staff regarding expectations and performance, salary adjustments and/or promotions.
* Addresses and resolves all performance concerns and issues in a timely manner.
* Prepares and conducts annual performance reviews within established deadlines.

Qualifications

* High School or GED required
* Bachelors preferred
* 5-7 years of commercial loan experience required
* Extensive knowledge and experience of Commercial/Ag lending and banking regulations, department operations, policies and procedures preferred
* Proficient computer skills, including Windows, Excel, Word, and Outlook required
* Excellent customer service skills required
* Effective time management skills with the ability to independently prioritize tasks required
* Proven ability to work in a fast-paced environment and meet deadlines required
* Extensive knowledge of required entity documentation for various business entities (Corporations, LLC's, Partnerships, etc.) required
* Extensive knowledge of proper collateral documentation needed to obtain and perfect all types of collateral required
* Knowledge of government and specialty lending programs, as well as participated loans preferred
* 3-5 years Supervisory/management experience preferred

Competencies

* Accountability - Thinking and acting ethically, honestly, and with the highest work standards; taking responsibility for your actions and fostering a work environment where accountability is valued.
* Customer Experience/Focus - Going out of the way to anticipate and meet customer needs; remaining knowledgeable and up to date on all products and services of the bank and how to best the help the customer.
* Functional Role Expertise - Knowledgeable and skilled in functional specialty; demonstrating an ability to add organizational value through unique expertise in a functional specialty area.
* Results Oriented - Maintaining an appropriate focus on outcomes and accomplishments motivated by achievement; identifying outcomes as a critical success factor in the bank where there are countless interactions with customers and internal partners.

Scheduled Weekly Hours:

40

Time Type:

Full time

The targeted salary for this role is:

$77,510.00

You may also be offered incentive compensation, and benefits. Compensation may vary and is based on geographic location of the specific role as well as the skills and experiences of the selected candidate.

BUSINESS SERVICE SUPERVISOR

LOCATION: Pocatello/Chubbuck Education Service Center - Business Office

POSTING DATE: October 13, 2022

CLOSING DATE: For best consideration, please apply by October 24, 2022. However, position will be open until filled.

ADDITIONAL INFO: Eight hours per day, 245 days per year

DAYS: Twelve month employment

SALARY SCHEDULE: Level 2 - Rate of pay will be $26.47 per hour

START DATE: As soon as possible.

JOB QUALIFICATIONS: Requires an Associates Degree or equivalent in a business related field. Must have experience in

project planning and management. Four years of job related work experience with demonstrated

competence is desiriable

EMPLOYMENT INFO: Transfer requests are available on-line, with AppliTracks, apply with the Internal Application. A letter of

interest and a resume must be uploaded as well. Basic Office and Excel tests are required for

finalists. All other applicants must apply through the District on-line application process AppliTracks with

the External Application.

BENEFITS INFO: Medical, Dental, Vision, Life Insurance and Public Employees Retirement are available to Classified

employees who work at least half time (20 hours per week) or more in a regular position and to Certified

employees with a .50 FTE or greater contract.

DUTIES INCLUDE, BUT ARE NOT LIMITED TO:

RISK MANAGEMENT.......................................................................................................... 35%

Legal - track, review files, cost-containment, work with Liability Insurance Carrier;

Manage damage, security, and loss reports;

Legal Review and Risk Review which includes documentation / information on accidents, restitution, security and damage loss

issues, and legal suits pending/status;

Annual renewal of Liability Insurance with Moreton & Company;

Maintain attorney and liability carrier opinion file;

Review contracts to make sure they meet basic legal requirements, track renewal dates, proper signatures obtained.

Maintain index.

DLR = Conduct semi-annual driver's license review for regular fleet drivers, more often for any possible issues. Give information to

Director of Business Operations as most fleet employees are under his supervision (Transportation, M & O, Food Service /

Warehouse).

Maintain master listing of Vehicles / Buses / Trailers for asset management, CIP, and Liability Insurance Renewals;

Accidents - Report to carriers; Track for cost-containment; Includes Student/ Patron/ MVA/ Bus; work with adjusters and claims

personnel; student accident insurance memos, etc.; Send out Tort Claim information to claimants.

Property - maintain permanent files, review, revise; and update.

Rentals - authorize / resolve patron related problems; work with Rentals Clerk (and Directors if necessary) if problems arise;

Certificate of Insurance requests through Moreton & Co. and State Insurance Fund (use of fields for state, field trips, etc.)

EMPLOYEE BENEFITS........................................................................................................ 15%

* Member of Wellness/Insurance Committee; produce agendas for WIC meetings (September through May).
* Draft Employee Medical Benefits Education for Wellness Program,
* Work with Director to conduct annual Open Enrollment in April;
* Manage District Wellness Program. Work closely with Director of Employee Services regarding employee benefits.
* Put together vendors for Health Fair as well as supplies; set up / take down. Work with Insurance Admin Asst to reconcile account with

Portneuf Medical Center.

* Annually complete the CMS Report (September)
* Annually update the Insurance Premiums - History - September
* Annually update the Employee memo for distribution in May.

PURCHASING / FINANCE.................................................................................................... 35%

Accounts - Approve requisitions, travel vouchers, invoices (correct code / correct signatures, appropriate attachments); communicate

revolving fund changes and deadlines to staff.

Budget - Prepare annually / monitor and balance monthly. Business Office; and Print Room budgets.

Purchasing/Bids: Determine legal requirements; prepare/review bid specifications; draft time lines, plan and conduct formal and informal

bid openings; monitor activities; develop and maintain records; manage District copy equipment; resolve vendor related problems,

conduct informal RFPs or RFQs; request tax release forms from State; CIP budget ordering; purchasing memo [deadline dates]; Maintain bid schedule estimates and over/under tracking and keep up to date. Make sure staff adheres to rules for equipment and

supply.

Maintain Catalog File

DAILY OPERATIONS........................................................................................................... 15%

Administrative and Office Management Duties for Business Office. Work closely with Directors of Business Operations and Employee Services.

Other duties as assigned;

Board Mail - Approve. Back-up when B. O. Admin Asst. Is unavailable;

Evaluations - Staff performance: Supervise Business Office Admin Asst. and Mail/Print Technician; Supervise Business Office

Administrative Assistant and Print/Mail Technician

Keys - Education Center point person for requesting and signing out keys, prox and security cards; maintain log book. Update Guidelines for keys and security/proximity cards as needed.

Filing System (Business Office) - manage vault, storage, and property files. Maintain confidential records and files; monitor file activity;

District Copier program tracking with Valley Office System

Order Fixed asset tags as needed (uses audit account) - CompuType

Fee Increase process - takes a month!