Principal, HashiCorp Vault Expert
Boston, MA jobs
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise You Have and The Skills You Bring
Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
The base salary range for this position is $107,000-216,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Principal, HashiCorp Vault Expert
Smithfield, RI jobs
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise You Have and The Skills You Bring
Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
The base salary range for this position is $107,000-216,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Principal, HashiCorp Vault Expert
Merrimack, NH jobs
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise You Have and The Skills You Bring
Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
The base salary range for this position is $107,000-216,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Principal, HashiCorp Vault Expert
Durham, NC jobs
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise You Have and The Skills You Bring
Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
The base salary range for this position is $107,000-216,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
Principal, HashiCorp Vault Expert
Westlake, TX jobs
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise You Have and The Skills You Bring
Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
The base salary range for this position is $107,000-216,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
SAP Managing Partner
Edison, NJ jobs
Seeking a dynamic and experienced SAP Solutions lead and drive deals of SAP S/4HANA RISE with SAP S/4HANA Cloud, private edition (RISE with SAP) and SAP S/4HANA Cloud, public edition (GROW with SAP) solutions. Play a pivotal role in shaping sales strategy and helping our customers realize the full potential of these innovative cloud solutions.
Responsibilities: ESU MFG Lead Solutions Architect:
- Solution Consulting: Deeply understand SAP S/4HANA Brownfield and Bluefield solutions, including their technical capabilities, business benefits, and value proposition. Lead an opportunity through its end-to-end lifecycle from Solution perspective and be responsible for clarifications, authoring and the estimate. Solution validations and approval of the estimate from different stakeholders. Submission and subsequent oral presentation to the customer. Authoring of the SOW and handover to Delivery for deployment.
- Customer Engagement: Engage with potential customers to identify their business needs and challenges and articulate how SAP S/4 HANA Solutions can address them. Drive sales opportunities from initiation to closure. Interact with customers to understand business process and requirement translate the understanding to create SAP solution enabling world class best practices using TCS proprietary accelerators and methodology
- Solution Demonstrations: Conduct compelling product demonstrations, showcasing the key features and benefits of SAP S/4HANA. Stay informed about industry trends, competitor offerings, and market dynamics to effectively position our solutions.
- Proposal Development: Lead the sales team to develop compelling proposals that align with customer requirements and our value proposition. Presenting designed solutions and proposals to the customer in a convincing and effective manner. Crafting Best Fit solutions with optimal estimations. Responsible for Authoring proposals and customer presentations for SAP S/4HANA migration through System Conversion (Brownfield) and Selective Data Migration (Bluefield), Application Development, Rollouts and Application Support Maintenance Engagements
- Competitive Analysis: Stay informed about industry trends, competitor offerings, and market dynamics to effectively position our solutions.
- Customer Success: Work closely with the customer success team to ensure a smooth transition and ongoing customer satisfaction.
Base Salary Range: $250,000 - $275,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Implementation Project Partner
Dublin, GA jobs
**Position can be located at any of our Morris Bank locations within Houston County, Laurens County, Bulloch County, and Jones County. SUMMARY
This position focuses on success project management. The Project Implementation Partner takes direction from a Treasury Sales Officer to create a project for the setup, implementation, and training of Treasury Products and Services for the Bank's clients. Direct interaction with the sales officer and client and the management of the implementation project requires a great deal of organizational skills, time management, and highly effective communication. The right candidate will be passionate about minute detail, customer service, education, and the completion of onboarding projects as quickly as possible. The Project Implementation Partner's attention to detail and rapidity of project completion will be a key factor in differentiating Morris Bank from our competition.
ESSENTIAL FUNCTIONS
Maintain a deep knowledge of all Treasury products and services along with accompanying laws, rules, and regulations.
Build a working knowledge of commonly used client accounting systems, account management platforms, and specialty software used in integration of Treasury products and services.
Maintain a working knowledge of consumer online banking systems and services in order to both round out knowledge of total client relationships, as well as provide backup and support for the Call Center.
Excellence in project management, with the ability to manage client expectations, TM Sales Officer requirements, and time management to complete onboarding requests with faster time-to-market results than our competitors.
White-glove customer service, with rapid response times for client requests.
Travel throughout the bank footprint on-demand and as needed for in-person technology installation and client training.
Setup of client profiles in mBiz, along with the back-office setup of all Treasury products and services.
Resolution of client issues related to mBiz or Treasury products and services.
Assist in the daily management of Treasury related payment, information, and fraud protection, to include Positive Pay exceptions and file processing, ACH and Wire processing, File Transmissions, Remote Deposit, and others as needed.
Review Remote Deposit Open/Pending batches daily to see if customer needs assistance.
Serve as a liaison with FIS and other providers of Treasury Services.
Perform duties as defined in the Bank Secrecy Act / Anti-Money Laundering Program.
Performs other duties as assigned by management.
REQUIRED EDUCATION, EXPERIENCE AND SKILLS
Bachelor's degree; 5 years banking experience; or 2 years banking experience with a two-year degree or completion of a specialized course of study at a business or trade school
3 years experience in project management
Working knowledge of Treasury Services and cash flow preferred
Knowledge of all deposit applications on the OSI system preferred
Knowledge of software applications: Windows, Microsoft Word and Excel
Technical problem solving for internet use and technology preferred
Presents a professional image in dealing with customers, interdepartmental and external representatives
Strong attention to detail, good judgement and decision-making skills
Excellent oral and written communication skills
Ability to educate a diverse range of clients on highly technical topics
Ability to exercise personal and professional responsibility and work under minimum supervision
General knowledge of Bank operations preferred
General knowledge of Bank Secrecy Act/Anti-Money Laundering Program preferred
Travel will be required within the Bank's client footprint.
PHYSICAL REQUIREMENTS
Must be capable of operating all types of office equipment including computer, copy machine, fax and telephone. Must be able to travel moderate distances for in-person implementation and training.
EQUIPMENT USED
Computer, telephone, fax machine, scanner, photocopier, check scanners, specialty online services.
SUPERVISORY REQUIREMENTS: None
WORKING CONDITIONS
Requires extensive contact with the general public.
Requires incumbent to remain sedentary within office.
May require travel to other offices to provide assistance or attend meetings. Also, travel for seminars and training
The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
This is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions associated with the position. While this job description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.
Interactive Partner, Technology Software Services
Cupertino, CA jobs
TCS Interactive is Tata Consultancy Services' award-winning full-service agency unit. We design, engineer & activate digital products and services for the growth and transformation of companies. Global brands use our end-to-end experience transformation services to increase promotion, conversion and retention through commerce, loyalty and self-services solutions underpinned by data and measurement.
We are looking for a "hands-on" TCS Interactive Partner to join our Customer Success team leading engagements in TSS (Technology Software Services). The Interactive Partner will work together with TCS Client partners focusing on interactive goals for named clients in TSS. While the Client Partner focuses on CIO as the key stakeholder, Interactive partner will focus on CMO and their directs as the key stakeholders to sell, consult and deliver services. The main KPIs for a TCS Interactive partner is "customer success", which will be measured through revenue growth and service portfolio expansion. The other responsibilities and KPIs include configuring and orchestrating the different interactive offerings to help the customer to meet their business goals in named clients.
An ideal candidate will have consulting/advisory/strategy experience from either an innovative creative agency or a forward-thinking consultancy. You will be fluent modern marketing and transformation. Ideally, they will understand how to translate brand into experience and knowledgeable in two or more disciplines: digital design, direct digital/CRM marketing, customer experience strategy and marketing analytics. They must be comfortable leading a high-performance team and if needed immerse themselves in customer problems.
This role is focused on TSS so we seeking individuals with prior experience working with major technology companies, particularly those in cloud computing, software services, and consumer technology sector. Candidates should demonstrate a strong understanding of the technology landscape and the unique needs of large-scale tech organizations.
RESPONSIBILITES/EXPECTATIONS FROM THE ROLE
* Client relationship management: Acting as the primary point of contact for clients, the IBP of account is responsible for maintaining and nurturing client relationships, understanding their needs, and ensuring client satisfaction. Advise CMOs, CDOs and Digital Interactive stakeholders in TCS client organizations on strategy encompassing customer experience, digital marketing, e-Commerce, and development of self-services.
* Helps develop marketing and advertising strategies that align with the client's business objectives and target audience
* Align with service leads across the organization to co-ordinate and own the narrative and outcomes for our customers
* Work cross-functionally with the Client's marketing, engineering, and product teams to analyze marketing data, identify trends, implement optimizations, and define strategic initiatives.
* Act as the customer champion and push for excellence from everyone.
* Participate in Analyst briefings to support TCS Interactive market leadership ambitions.
* Own and champion programs, developing the relationship with al l stakeholders, bring a systematic and technically valid approach to assignments. Oversees the entire project life cycle, from conception to execution and evaluation, ensuring that all aspects of the campaign run smoothly, on time, and within budget
* Demonstrate a sound knowledge of consulting tools, practices, and techniques to enable precise analysis and presentation of work delivered.
* Work at a client site as required, this will vary.
* Lead the business development team to develop a sales pipeline and be measured by the sales performance and revenue growth against a given target.
* Drive a One TCS mindset across multiple internal and external stakeholders
* Create, Own, and share knowledge on best practice, ways of working and delivery learning across peers internally.
DESIRED COMPETENCIES
* Experience in digital marketing, digital design and proposition development either in industry or in a leading consultancy firm or a creative agency that is focused on brand, experience and transformation.
* A proven track record of working with CMOs, CDOs and CEOs.
* A track record of managing agencies; to deliver high-performing digital content in line with the strategy, compliant with strict web and brand guidelines.
* Experience of planning, developing, executing and evaluating integrated campaigns designed to drive consumer engagement and value productivity (sales, retention, etc).
* Effective influencing of a wider internal network of content producers and product marketing teams to follow operational and brand standards for direct marketing involving owned, paid and earned media.
* An understanding of the strategic drivers behind Marketing transformation programs and the experience and confidence to give an opinion that may conflict with the client's view
* Any experience in the following: change management, agile, lean, six sigma, or Design Thinking would be an advantage
* Excellent written and verbal communication and presentation skills to operate effectively at all levels of the business
* Experience in creating business cases for brand transformation initiatives
* Experience in leading transformation programs involving key systems (e.g. Website CMS, Commerce Platforms, Digital Assistance, Martech systems)
TCS Employee Benefits Summary:
* Discretionary Annual Incentive.
* Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
* Family Support: Maternal & Parental Leaves.
* Insurance Options: Auto & Home Insurance, Identity Theft Protection.
* Convenience & Professional Growth: Commuter Benefits & Ce rtification & Training Reimbursement.
* Time Off: Vacation, Time Off, Sick Leave & Holidays.
* Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
Location: CA or WA only
Salary Range: $176,000-$265,000 a year
#LI-NK1
Consulting Partner _ Healthcare
Edison, NJ jobs
* Technology strategy & consulting to develop and implement IT strategies aligned with business objectives in the healthcare sector. * Responsible to partner with clients, internal TCS teams and 3rd parties technology partners on existing projects, new pursues and POVs/POCs in order to achieve accelerated business outcomes for clients in the Data and Analytics space.
* Work closely with the various Business Insights Segments, account teams and customers to analyze and understand business processes, data ecosystems, technology solutions mappings, data architecture and overall data management principles within the healthcare sector.
* Develop and implement business & IT strategies that align with industry best practices and regulatory requirements.
* Develop points of views, white papers and offerings relevant to the healthcare sector.
* Assist in the selection, integration, and deployment of data analytics solutions cloud or hybrid.
* Design and optimize cloud-based and on-premise Data & Analytics solutions tailored for the healthcare industry.
* Work closely with stakeholders, including IT teams, business users, and vendors, to drive digital transformation projects.
* Present to industry forums or other agreed channels, TCS PoVs and thought leadership in the healthcare domain
Technical/Functional Skills
* Excellent knowledge of the Healthcare sector to drive digital transformation and technological innovation.
* Experience in the design and optimization of cloud-based and on-premise data analytics solutions tailored for the healthcare sector.
* Drive digital transformation projects by working closely with stakeholders, including IT teams, business users, and vendors.
* Excellent knowledge in the areas of Data Management (Data Governance, Data Quality, Master Data Management), Data Strategy and Data Analytics including ML/AI solutions and Cloud based Data Solutions.
* Excellent knowledge in AI/GenAI solutions and how these are applicable in the healthcare domain
Experience Required
* 12-15 years of experience in IT consulting, with considerable in the healthcare sector.
* Proficiency in cloud computing (AWS, Azure, Google Cloud prefered) and digital transformation technologies.
* Strong understanding of cybersecurity, data analytics, IoT, and AI applications in the healthcare sector
* Excellent problem-solving, communication, and stakeholder management skills.
* Ability to lead cross-functional teams and drive change management initiatives. Extensive experience in the healthcare domain
* Extensive practical experience (hands on) in Data Management and Data & Analytics solutions within the corresponding domain.
* Excellent knowledge of the Data Analytics landscape in regard to vendors and technical solutions (e.g. Databricks, Snowflake, etc).
Salary Range: $143,200-$170,000 a year
#LI-MM6
Consulting Partner _ Healthcare
Edison, NJ jobs
* Technology strategy & consulting to develop and implement IT strategies aligned with business objectives in the healthcare sector. * Responsible to partner with clients, internal TCS teams and 3rd parties technology partners on existing projects, new pursues and POVs/POCs in order to achieve accelerated business outcomes for clients in the Data and Analytics space.
* Work closely with the various Business Insights Segments, account teams and customers to analyze and understand business processes, data ecosystems, technology solutions mappings, data architecture and overall data management principles within the healthcare sector.
* Develop and implement business & IT strategies that align with industry best practices and regulatory requirements.
* Develop points of views, white papers and offerings relevant to the healthcare sector.
* Assist in the selection, integration, and deployment of data analytics solutions cloud or hybrid.
* Design and optimize cloud-based and on-premise Data & Analytics solutions tailored for the healthcare industry.
* Work closely with stakeholders, including IT teams, business users, and vendors, to drive digital transformation projects.
* Present to industry forums or other agreed channels, TCS PoVs and thought leadership in the healthcare domain
Technical/Functional Skills
* Excellent knowledge of the Healthcare sector to drive digital transformation and technological innovation.
* Experience in the design and optimization of cloud-based and on-premise data analytics solutions tailored for the healthcare sector.
* Drive digital transformation projects by working closely with stakeholders, including IT teams, business users, and vendors.
* Excellent knowledge in the areas of Data Management (Data Governance, Data Quality, Master Data Management), Data Strategy and Data Analytics including ML/AI solutions and Cloud based Data Solutions.
* Excellent knowledge in AI/GenAI solutions and how these are applicable in the healthcare domain
Experience Required
* 12-15 years of experience in IT consulting, with considerable in the healthcare sector.
* Proficiency in cloud computing (AWS, Azure, Google Cloud prefered) and digital transformation technologies.
* Strong understanding of cybersecurity, data analytics, IoT, and AI applications in the healthcare sector
* Excellent problem-solving, communication, and stakeholder management skills.
* Ability to lead cross-functional teams and drive change management initiatives. Extensive experience in the healthcare domain
* Extensive practical experience (hands on) in Data Management and Data & Analytics solutions within the corresponding domain.
* Excellent knowledge of the Data Analytics landscape in regard to vendors and technical solutions (e.g. Databricks, Snowflake, etc).
Salary Range: $143,200-$170,000 a year
#LI-KR2
Hybrid Loan Production Partner-NMLS
Tampa, FL jobs
Hybrid Loan Partner - Mortgage Lending
Our client is seeking an experienced Loan Partner to support their mortgage team in a high-volume, fast-paced environment. This position blends the responsibilities of a Loan Officer Assistant, Processor, and Pre-Underwriter. The right person will be highly detail-oriented, proactive, and able to manage loans from pre-approval to submission with minimal oversight.
Please note: This is not a remote position. Candidates must be based in the Tampa area and available to work on-site part of the week. We do not set the requirements for this position-all criteria are established by the hiring client.
Top Responsibilities:
Structure, price, and pre-underwrite loan files
Run DU/LP and analyze credit, income, assets, and liabilities
Calculate all types of income, including self-employed
Research and apply relevant loan guidelines
Manage the loan process from application to submission
Communicate clearly with borrowers and internal stakeholders throughout the file lifecycle
Must-Have Requirements:
Active NMLS license (non-negotiable)
Minimum 5 years of mortgage experience
Proficient with Encompass and LendingPad
Able to work a flexible schedule including occasional weekend availability
Strong knowledge of loan programs, guidelines, and income review
Work Schedule:
In office: Monday, Wednesday, and some Fridays (for events or training)
On-call weekend rotation (occasional preapproval needs-2 hours' notice)
Flexible hours based on pipeline needs; this is not a traditional 9-5 role
Compensation:
Base salary up to $60,000
Monthly team-based bonus potential
Health insurance, PTO and 401(k) offered (no match)
This is a unique opportunity for someone who thrives in a high-accountability, collaborative environment and wants to play a critical role in loan production.
Thank you for your interest!
If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters.
Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
Loan Partner
Scottsdale, AZ jobs
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Loan Partner I is responsible for managing the loan officers' schedules and assists the Loan Partner II. The Loan Partner I also manages the branch lead tracker, branch database, and maintains business rapport.
Job Responsibilities:
Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.
Take all incoming calls.
Assist Loan Partner II with clerical tasks, such as copying and faxing documents.
Schedule regular weekly face-to-face meetings based on branch metrics and operations.
Meet branch objectives specific to pre-qualifications and pre-approvals.
Attend branch events to assist Loan Officer in building clientele.
Complete and maintain branch-assigned checklists, files, analysis within allotted branch deadlines.
Available to work varying hours and overtime if needed.
Qualifications and Skills:
High School Diploma or equivalent.
Minimum 3 years' residential mortgage processing experience.
Encompass experience, required.
Experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred.
Excellent math and analytical skills.
Excellent communication skills.
Excellent prioritization and time management skills.
Proficient in DU, LP, Microsoft Outlook & Windows.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
Auto-ApplyConsulting Partner, Manufacturing
Charlotte, NC jobs
TCS Consulting Partners are senior leadership roles within the Enterprise Solutions Unit of TCS with a focus on driving business growth, managing client relationships, leading engagements, and ensuring high-quality outcomes aligned with both our client's and TCS' strategic objectives.
Qualifications:
* Deep understanding of Technology and Manufacturing industry.
* Proven ability to lead business development and sales efforts for large global business transformation programs enabled by S4.
* Proven ability to speak business language and guide business executives towards the right ERP solutions to optimize their return on investment.
* Proven ability to communicate the business value associated with large ERP enabled business transformation programs.
* Proven ability to work with C-levels as well as be hands on as required.
* Excellent interpersonal and teamwork abilities, capable of building and maintaining strong relationships both with coworkers and clients.
* Ability to lead steering committee meetings, program team meetings, and business workshops with key stakeholders.
* Proven ability to lead internal teams to develop accurate and differentiated approaches, estimates, and timelines to meet clients' requirements.
* A minimum of three (3) full life cycle implementations as an ERP Program Manager with multi-module implementations (Finance, Sales, Production, Purchasing, Warehouse)
* At minimum of five (5) years' experience in proposal and business case development.
* A minimum of fifteen (15) years prior transformational ERP consulting or equivalent industry experience.
* Experience managing large teams more than 50 resources and leveraging offshore delivery models.
* Willingness to travel up to 100%
* Bachelor's degree or equivalent required
Location: Charlotte, NC
Salary Range: $171,900-$237,500 a year
#LI-NK1
Loan Partner
Cornelius, NC jobs
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Loan Partner is responsible for managing the loan officers' schedules and assists the Loan Processor. The Loan Partner also manages the branch lead tracker, branch database, and maintains business rapport.
Job Responsibilities:
Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager.
Take all incoming calls.
Assist Loan Processor with clerical tasks, such as copying and faxing documents.
Schedule regular weekly face-to-face meetings based on branch metrics and operations.
Meet branch objectives specific to pre-qualifications and pre-approvals.
Attend branch events to assist Loan Officer in building clientele.
Complete and maintain branch-assigned checklists, files, analysis within allotted branch deadlines.
Available to work varying hours and overtime if needed.
Qualifications and Skills:
High School Diploma or equivalent.
Minimum 3 years' residential mortgage processing experience.
Encompass experience, required.
Experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred.
Excellent math and analytical skills.
Excellent communication skills.
Excellent prioritization and time management skills.
Proficient in DU, LP, Microsoft Outlook & Windows.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
Auto-ApplyLoan Partner
Southampton, PA jobs
Job Description
Salaried Loan Partner
We are seeking a motivated and detail-oriented Loan Officer to join our financial services team. The ideal candidate will have a strong background in financial sales and credit analysis, with a commitment to providing exceptional service to clients.
As a Loan Officer, you will be responsible for guiding clients through the loan application process, assessing their financial needs, and recommending suitable loan products. A thorough understanding of Fair Housing regulations and experience with financial software are essential for success in this role.
Compensation:
$75,000 - $110,000 yearly
Responsibilities:
Facilitate the completion of loan applications, coordinate the collection of documentation, including credit reports, run DU/LP/AUS, send a closing cost worksheet to borrow, and prepare the file for processing
Serve as the primary contact during the “contact to contract” phase of the loan process and liaison between clients, referral partners, and the loan officer and conduct meetings to coordinate any follow-up items
Review all loan package documentation for discrepancies, omissions, and income calculation then report any discrepancies to the loan originator
Create and nurture relationships with both referral partners and borrowers to draw in new business and retain our existing clients
Follow up and respond to customer and in-house inquiries on transactions and provide quotes as needed to offer superior customer service
Respond to all in-house and customer inquiries regarding transactions and provide quotes when needed to offer exceptional customer service with outstanding communication skills
Qualifications:
Must have current working knowledge of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage procedures, processes, and documentation
Excellent time management, interpersonal, communication, and follow-up skills
The ability to analyze credit reports, income, and asset documents, as well as an understanding of general ways to structure a loan
A minimum of 3 years of previous experience fulfilling the roles of an LOA/Loan Partner, Loan Officer, 5+ years preferred
Minimum 2 years of outbound call center experience with a track record of successfully securing the contract for new loans
Experience as well as being comfortable with calling potential and past clients to sell rates
Loan Origination experience is a plus
Current NMLS # preferred with the ability to include PA, NJ, DE, FL
About Company
The Lending Group CO is a trusted mortgage provider in Southampton, PA, committed to delivering exceptional service to clients and referral partners. Our innovative technology, collaborative culture, and dedication to compliance make us a leader in the mortgage industry. Join us to shape the future of homeownership.
Retail Merchandising Consulting Partner for Grocery
Chicago, IL jobs
Seeking a seasoned Retail Merchandising leader for the North America Retail Business Consulting division. The ideal candidate will have deep retail expertise, hands on experience in retail merchandising, especially in grocery, and a proven track record of driving transformation and operational excellence across key topics such as assortment planning, space optimization, pricing and promotions, allocation, vendor management, and category strategy.
* Experience leading merchandising functions within retail organizations and delivering measurable results through change initiatives is essential. Consulting experience is highly advantageous but not required.
* In this position, you will lead large-scale merchandising transformation programs, redesign operating models, business processes, and planning cycles, and enable technology adoption across merchandising levers. Success requires deep industry knowledge, practical expertise, a commitment to diversity and inclusion, and the ability to build strong client relationships and shape the future of our consulting practice.
Key Responsibilities
Strategic Leadership
* Develop and execute the merchandising consulting strategy for the North America market, aligning with the company's global vision and objectives.
* Own and deliver the revenue targets for the merchandising consulting business for North America Retail.
* Lead high-impact merchandising strategy and transformation engagements, providing strategic insights and driving value for global clients, with a particular focus on grocery Retail and, ideally, broader general merchandise and discretionary categories.
* Determine Retailers' merchandising objectives by assessing current assortment, space and floor planning, pricing, inventory management, planning processes and operating models to identify opportunities, gaps, and future threats.
* Collaborate with global leadership to ensure consistency and quality of service across regions.
* Leverage deep functional merchandising experience to shape change programs either within merchandising or in partnership with central strategy/operations teams.
Client Engagement & Business Development
* Build and maintain strong relationships with Chief Merchandising Officers, VPs of Merchandising, Pricing and Category leaders, and other key decision-makers in the Retail industry.
* Identify and pursue new business opportunities in merchandising strategy and operations, expanding the client base and driving revenue growth.
* Serve as a trusted advisor to clients, providing thought leadership on merchandising trends, pricing strategies, assortment optimization, data analytics and AI-driven planning.
* Develop new merchandising consulting propositions that enable clients to address future category and pricing challenges, leveraging your network and relationships to shape opportunities and drive pipeline growth.
Practice Leadership
* Play a leadership role in shapi ng and building the merchandising consulting capability, with functional depth across assortment planning, space & floor planning, pricing and promotions, vendor negotiations, allocation, category strategy, merchandise financial planning, and private label development.
* Initially, the role will focus on thought leadership, client development, delivery leadership and driving consulting revenue; over time, there will be opportunities to build and lead a growing team as the practice expands.
* Drive recruitment, training, and professional development initiatives as the team scales, ensuring it develops best-in-class merchandising capabilities and consulting expertise.
* Foster a collaborative and innovative culture, ensuring a free exchange of perspectives and ideas to drive client impact.
* Champion business process innovation and continuous improvement across merchandising functions, drawing on proven change management approaches.
Thought Leadership
* Represent the company at merchandising and Retail conferences, events, and forums (e.g., NRF Big Show, pricing & assortment forums), enhancing brand visibility and thought leadership in merchandising transformation.
* Create and publish Whitepapers on emerging retail trends and capabilities.
Operational Excellence
* Ensure the highest standards of merchandising project delivery, client satisfaction, and operational efficiency.
* Monitor and manage the Consulting practice's financial performance, including budgeting, forecasting, and profitability analysis.
Implement best practices in project management, risk management, and quality assurance.
Salary Range: $163,200-$226,000 a year
#LI-KM1
Loan Partner
Madisonville, TN jobs
Job DescriptionSalary: Will Discuss
We are looking for a highly organized and customer-focused Loan Partner to support our Loan Officers in delivering an exceptional mortgage experience. This role involves managing loan files, communicating with clients and referral partners, and ensuring all documentation is accurate and complete. The ideal candidate thrives in a fast-paced environment, has strong attention to detail, and enjoys helping clients achieve their homeownership goals.
Key Responsibilities:
Assist Loan Officers with processing and managing mortgage applications.
Collect and verify borrower documentation for compliance and underwriting.
Communicate with clients, real estate agents, and other stakeholders throughout the loan process.
Maintain accurate records and ensure timely follow-up on all files.
Provide exceptional customer service and support to ensure a smooth transaction.
Qualifications:
Experience in mortgage lending or financial services preferred.
Strong organizational and multitasking skills.
Excellent communication and problem-solving abilities.
Proficiency with loan origination systems and Microsoft Office.
NMLS license preferred (or willingness to obtain).
Loan Partner II
Tucson, AZ jobs
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Loan Partner II delivers exceptional customer service from contract to closing by guiding borrowers through each step of the loan process. This role oversees the end-to-end loan pipeline, including interest rate locks, to ensure timely and compliant closings. By providing consistent updates on key milestones, next steps, and action items, this role keeps borrowers and real estate partners well-informed. The Loan Partner II drives high customer satisfaction and fosters lasting client relationships through proactive communication and engagement.
Job Responsibilities:
Deliver high-quality customer service throughout the loan process, from contract execution to closing.
Contact the borrower within 24 hours of file receipt to introduce the role, set expectations, outline next steps, and review the Uniform Residential Loan Application (Form 1003) for completeness and accuracy.
Send introductory emails to both the buyer's and seller's agents for new purchase contracts, copying the Loan Officer.
Create and distribute personalized introductory and appreciation videos to enhance client engagement.
Distribute, review, and explain (via phone call) the Closing Disclosures (CDs) to borrowers, addressing questions and correcting errors before sending the documents out for signature.
Notify Realtors and builders to coordinate closing, providing client support as needed.
Draft and distribute closing notifications to all parties, detailing the date, time, location, required documents, cash-to-close amounts, and remittance instructions.
Notify the Marketing team of the closing date, time, and location to ensure on-site closing gift delivery.
Maintain a minimum 95% five-star rating on post-closing client satisfaction surveys.
Manage a pipeline of loans to ensure smooth and on-time closings; participate in daily and weekly pipeline review meetings to track loan status and address processing bottlenecks.
Stay current on loan products and regulatory requirements to ensure accurate and compliant processing.
Review loan files to identify and notate any items needed from the borrower within 24 hours prior to submission.
Collaborate with the Operations Manager to troubleshoot and resolve processing challenges.
Communicate underwriting conditions to borrowers within 48 hours of receipt, providing both verbal explanations and written condition lists.
Perform a quality control review of final loan paperwork against established checklists and compliance standards.
Submit loans to Underwriting at least 15 days before the scheduled closing.
Deliver closing documents to Closing within 72 hours (3 business days) prior to the closing date.
Distribute weekly lender status updates (LSUs) to Realtors, Loan Officers, and Operations Managers.
Notify borrowers of key milestones such as appraisal completion, underwriting approval, and document delivery to the title company and provide weekly status updates through scheduled phone calls and follow-up emails, summarizing progress, soliciting feedback, and requesting referrals.
Conduct post-closing follow-up via phone call and email to congratulate, thank, and gather feedback from the borrower.
Generate at least one client referral per transaction through proactive relationship management and service excellence.
Qualifications and Skills:
High School Diploma or equivalent.
State and Federal NMLS License, preferred.
3+ years of experience in conventional fixed-rate and ARM, HELOC, and construction mortgage loan processing or origination.
Experience with mortgage loan processing.
Experience with Encompass.
Excellent communication and collaboration skills.
Proficiency in DU, LP, Microsoft Office, and Windows.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
Hourly Rate: $24.04-$26.44
Eligible for monthly bonus incentive.
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
Auto-ApplyMortgage Loan Partner
Fort Lauderdale, FL jobs
Job Description
Mortgage Loan Partner - Pre-Approval Specialist
Are you a mortgage professional who loves structuring loans, supporting borrowers, and building lasting relationships with agents? Ready to earn $125,000+ in the next 12 months?
At Americas Mortgage Professionals (AMP), we live by our philosophy: Achieve Maximum Potential - A Mindset, A Mission, A Purpose. Does that speak to you? If you want to join a team that starts each day with that goal, we'd love to meet you.
As a Loan Partner / Pre-Approval Specialist, you'll work closely with our top producer, managing loans from application to pre-approval, then through contract - ensuring a seamless handoff to processing. You'll own the borrower experience up to underwriting, strengthen relationships with referral partners, and prepare organized, submission-ready files that help both the LO and Realtor partner excel.
Why Join AMP?
Collaborative team environment with supportive leadership
Competitive compensation and clear opportunities for growth
Join a thriving company where precision and professionalism matter
Play a key role in keeping loans on track and our warehouse line running smoothly
Health, dental, and vision insurance
Paid Time Off (PTO)
401(k) with company match
This is an in-office position - applicants must be able to commute to our Fort Lauderdale office.
Compensation: Base Salary $55,000 + Bonus Potential $75,000-$95,000
Compensation:
$55,000 base + bonus
Responsibilities:
Guide Borrowers with Confidence: Review credit, income, and assets, then structure loans for smooth approvals. Clearly explain the rate, payment, and down payment so clients feel informed and excited about their future.
Run the Numbers: Price loans, utilize DU/LP, and apply your product knowledge to create strong pre-approvals and set borrowers up for success.
Package the File: Collect and organize all documentation up front. Goal-deliver a clean, complete file that processors can move efficiently through underwriting.
Build Realtor & Title Partner Relationships: Regularly engage with agents and title partners to strengthen trust, generate referrals, and uncover new opportunities for our LO.
Be the Communication Hub: Maintain consistent contact with borrowers and agents so everyone stays updated. You'll ensure the LO and Realtor partner look their best.
Tackle Roadblocks: When conditions or challenges arise that could delay the process, step in to identify solutions and keep things moving forward.
Keep Growing: Stay current on products, guidelines, and systems while recommending process improvements that elevate the borrower experience.
Qualifications:
Mortgage professional with at least 2+ years of experience (5+ preferred) in roles such as Pipeline Manager, Loan Officer Assistant, Loan Partner, Loan Officer, or Account Representative.
Skilled in analyzing credit reports, income, and asset documents, with familiarity in structuring loans and working across FHA, VA, CONV, and NON-QM products.
Must be able to commute to our Fort Lauderdale office.
NMLS licensed (or willing to obtain a license).
Highly organized, detail-oriented, and driven by outstanding customer service.
Proficient in DU, LP, and mortgage systems with a solid understanding of procedures, documentation, and guidelines.
Excellent communicator with strong interpersonal skills, ensuring each client feels valued and informed.
Ready to support top-producing Originators by providing a seamless, coordinated borrower experience and helping both the LO and Realtor partner shine.
About Company
At Americas Mortgage Professionals, our mission is simple:
Achieve Maximum Potential - A Mindset, A Mission, A Purpose.
We start every day with this belief, and we're looking for team members who share it.
When you join AMP, you're not just filling a role - you're stepping into a proven system that lets you do what you do best. You'll work directly with our top-producing LO, supported by an experienced processor, and backed by leadership that is committed to your growth.
If you're excited to be part of a team that values excellence, builds lasting relationships, and helps both clients and Realtor partners shine - we want to hear from you. Apply today, and let's explore how your next big career move starts here at AMP.
Digital Financial Partner - Pine Bush Branch
Pine Bush, NY jobs
Join a Purpose-Driven Team at Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in:
* Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
* Excellence: We strive to provide our members with the best possible service.
* Teamwork: We believe that we can achieve more together than we can alone.
* Respect: We treat each other with dignity and respect.
* Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
Rate of Pay: $23.00 - $26.00 per hour
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
* Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services.
* Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads
* Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate.
* Required expertise on all products and services offered by HFCU
* Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general.
* Cash handling and processing transactions.
* Organize priorities, achieve monthly goals, and deliver quality work
* Ability to function as Teller or Financial Service Representative to support branch needs
* Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you.
* Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements.
* Participate in organizational team projects, representing Retail in a professional and competent manner.
* Mentor new hires
* Performs other duties as assigned
PERFORMANCE MEASUREMENTS
Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee's leadership. There are three levels associated with this position. Level will be determined through managerial assessment of employee and location specific business needs. Level 3 Demonstrates superior product knowledge. Requires no instruction in the completion of basic duties. Possess excellent needs bases selling skills. Demonstrates capability to handle all complex branch assignments.
Requirements
EDUCATION/CERTIFICATION: Customer service and sales experience. Notary License required or within 12 months of hire.
REQUIRED KNOWLEDGE AND EXPERIENCE:
* Previous call center experience a plus.
* Active listening and effective communication.
* Problem-solving abilities and technical support skills.
* HFCU product knowledge.
* Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development.
* Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.
SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans.
* Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals.
* Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization.
* Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner.
* Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members.
* Ability to project a professional appearance and positive attitude at all times.
* Effectively communicate with team members and peers to develop a network of support and collaboration.
* Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members.
Salary Description
$23.00 - $26.00 per hour