Service Manager jobs at Citrin Cooperman - 1511 jobs

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Position Description The Valuation Services Manager will serve as a key member of RSM Valuation Services consulting team taking substantial responsibility in performing business valuations for financial reporting, tax reporting, transactions, litigation support and other purposes. Our business valuation team performs valuations of business entities, intellectual property, intangible assets, common and preferred stock and other securities along with partnership interests, private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, acquisitions and dispositions; taxation planning and compliance; financial reporting; bankruptcy and reorganization; litigation and dispute resolution; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs. The professional will also work closely with the practice leader in key business development initiatives. Basic Qualifications: Bachelor's Degree in Finance, Accounting or related area of study 5 - 7 years of business valuation experience (Preferably from a global or national firm environment) Proficiency in MS Office Excellent financial modeling and writing skills Good communication skills Ability to meet tight deadlines and work well within a team oriented environment Ability to travel as needed or requested Preferred Qualifications: Experience performing valuations for tax reporting, financial reporting and litigation support purposes Oversee multiple business valuation and financial advisory engagements simultaneously ASA or ABV credential or substantial progress toward achieving- Masters in Business Administration or related field Proven ability to manage staff on projects of varying sizes, along with a passion for developing and retaining talent Experience with Option Pricing Models, Monte Carlo and Binomial Models Demonstrated ability to work independently to interface with client management, gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues Prepare financial models and write technical reports Cultivate and maintain positive, productive, and professional relationships with colleagues and clients Team player Available to travel overnight as needed Strong project management skills Excellent verbal and written communication skills Demonstrated industry knowledge and business acumen At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $95,400 - $192,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. We are looking to hire a Northeast-based Manager for the Financial Investigations & Dispute Advisory Services practice, part of RSM's Financial Consulting Services group. Duties include: * Working with the post-acquisition dispute resolution team supporting both advocacy and neutral accounting arbiter engagements involving purchase price disputes * Assisting with document requests, analysis of client closing statements, application of U.S. GAAP and developing positions in relation to a purchase agreement as well as disputed accounting items, earnout calculations, etc. * Assisting with the application of buyer-friendly or seller-friendly purchase agreement language that is accounting-related or involves net working capital, indebtedness, etc. * Conducting investigations and quantifying damages related to matters that may include embezzlement, whistleblower claims, financial reporting fraud, foreign corrupt practices act, loan fraud, fidelity claims, rep and warranty claims, claw back litigation, construction fraud, Ponzi schemes, health care fraud, fraudulent conveyance, related party transactions, billing disputes, bankruptcy fraud, securities fraud, anti-money laundering, and other matters * Analyzing and reconstructing fraudulent transactions, complex transactions, funds tracing, financial statements, etc. * Familiarity or use of data analytics tools (Alteryx, IDEA, etc.), data mining and analysis, including construction of financial records, accounting data, database extracts, etc. * Familiarity or use of data visualization tools such as Tableau, Qlik, PowerBI, and Visio. * Performing electronic reviews of evidence * Preparing industry and market research * Compiling organized working papers * Supervising staff and project teams * Contributing to proposals and assisting with business development activities to grow our practice (including CLE presentations, webinars, attending industry conferences, authorship of white papers, etc.) * Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients Preferred Qualifications: * Minimum B.S. / B.A. degree with concentration in Accounting, Finance or Economics from an accredited university. Master's degree a plus. * Minimum 3.0 GPA overall and in major * 5-7 years of experience providing litigation support, investigation, and forensic accounting services; "Big 4" or national consulting firm experience a plus. * Experience working on purchase price dispute engagements, neutral accounting arbitrations and reading/interpreting purchase agreements * Strong knowledge of U.S. GAAP * Attained CPA and CFE or CFF certifications * Proficiency with Microsoft Excel, Word, and PowerPoint * Flexibility to travel to clients and other RSM offices * Ability to work long hours and have flexibility to meet client deadlines * Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues * Strong verbal and writing and communication skills and ability to communicate complex information in a clear and concise manner * Strong organizational and time management skills * Ability to balance multiple priorities * Self-starter who can work independently with minimal supervision * Eagerness and willingness to work in a fast-paced, team-oriented environment and understand your role on the team * Driven to exceed client expectations * Natural aptitude for solving problems * Desire to learn and develop At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $94,400 - $178,800 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. We are looking to hire a Northeast-based Manager for the Financial Investigations & Dispute Advisory Services practice, part of RSM's Financial Consulting Services group. Duties include: Working with the post-acquisition dispute resolution team supporting both advocacy and neutral accounting arbiter engagements involving purchase price disputes Assisting with document requests, analysis of client closing statements, application of U.S. GAAP and developing positions in relation to a purchase agreement as well as disputed accounting items, earnout calculations, etc. Assisting with the application of buyer-friendly or seller-friendly purchase agreement language that is accounting-related or involves net working capital, indebtedness, etc. Conducting investigations and quantifying damages related to matters that may include embezzlement, whistleblower claims, financial reporting fraud, foreign corrupt practices act, loan fraud, fidelity claims, rep and warranty claims, claw back litigation, construction fraud, Ponzi schemes, health care fraud, fraudulent conveyance, related party transactions, billing disputes, bankruptcy fraud, securities fraud, anti-money laundering, and other matters Analyzing and reconstructing fraudulent transactions, complex transactions, funds tracing, financial statements, etc. Familiarity or use of data analytics tools (Alteryx, IDEA, etc.), data mining and analysis, including construction of financial records, accounting data, database extracts, etc. Familiarity or use of data visualization tools such as Tableau, Qlik, PowerBI, and Visio. Performing electronic reviews of evidence Preparing industry and market research Compiling organized working papers Supervising staff and project teams Contributing to proposals and assisting with business development activities to grow our practice (including CLE presentations, webinars, attending industry conferences, authorship of white papers, etc.) Cultivating and maintaining positive, productive, and professional relationships with colleagues and clients Preferred Qualifications: Minimum B.S. / B.A. degree with concentration in Accounting, Finance or Economics from an accredited university. Master's degree a plus. Minimum 3.0 GPA overall and in major 5-7 years of experience providing litigation support, investigation, and forensic accounting services; "Big 4" or national consulting firm experience a plus. Experience working on purchase price dispute engagements, neutral accounting arbitrations and reading/interpreting purchase agreements Strong knowledge of U.S. GAAP Attained CPA and CFE or CFF certifications Proficiency with Microsoft Excel, Word, and PowerPoint Flexibility to travel to clients and other RSM offices Ability to work long hours and have flexibility to meet client deadlines Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues Strong verbal and writing and communication skills and ability to communicate complex information in a clear and concise manner Strong organizational and time management skills Ability to balance multiple priorities Self-starter who can work independently with minimal supervision Eagerness and willingness to work in a fast-paced, team-oriented environment and understand your role on the team Driven to exceed client expectations Natural aptitude for solving problems Desire to learn and develop At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $94,400 - $178,800 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Yellowstone Local is proud to represent Airtronics, an industry leader in HVAC service and operations. If you're ready to step into a role where your leadership shapes not just a team, but the future of HVAC service in New York City, this is your opportunity. What's in it for You? Salary range: $125,000-$160,000 per year based on experience and results Health benefits: Medical, dental, vision, and life insurance coverage Retirement: 401(k) plan with company match Time off: Paid vacation, sick leave, and holidays Annual performance bonus opportunity Company-provided phone and work tools Leadership authority: Full ownership of your team, performance goals, and service operations Growth potential: Clear path to Director-level roles Why You'll Love It Here At Airtronics, you'll lead a team that takes pride in doing things right. We focus on strong communication, high standards, and support for our people. People-first leadership: You'll have the trust and tools to build a team that thrives Strong values: We treat others with respect, deliver on our promises, and always strive to do better Real teamwork: Collaborate with leadership, installation managers, and technicians to keep things running smoothly A mission that matters: Providing top-tier service across New York City isn't just what we do, it's who we are Your New Role Lead and oversee the service and maintenance department Manage scheduling, dispatch, technician performance, and follow-up Guide a 10+ truck team of HVAC service technicians and support staff Take ownership of budgets, planning, and customer relationships Support your team's growth with training, coaching, and development Work closely with leadership to meet service goals and customer expectations Monitor tools, fleet, and inventory to ensure efficient operation Ensure compliance with all NYC mechanical codes and safety standards Track and report on service metrics, revenue, and team progress Hiring Expectations: Submit your application, complete a quick phone conversation with our team, and take the next step toward a leadership interview where we'll learn more about your goals and experience. At least 5 years of experience leading HVAC service teams or managing operations Strong knowledge of HVAC systems including central, ductless, and VRF Experience with budgeting, team performance, and service planning Proficient in using field service software (ServiceTitan or similar) Strong communication, organization, and leadership skills Understanding of NYC compliance, permitting, and operational standards Valid driver's license Full-time, in-office leadership position Airtronics is an Equal Opportunity Employer. All qualified applicants will be considered regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. We follow fair chance hiring practices in accordance with applicable state and local laws. #orange

Full-time Description Join us in shaping the future of Banking Operations… Step into a role where your strategic mindset and operational expertise fuel the operational efficiencies and next evolution of our Credit Union. As the Manager of Banking Operations & Administration, you'll be empowered to lead with impact and cultivate a high-performing team that powers everything from branch support to digital banking experiences. If solving complex challenges, elevating processes, and championing smarter, more efficient ways of working is your specialty, look no further. You'll influence cross-departmental initiatives, optimize vendor relationships, and drive innovation that directly enhances how our current and future members bank with us every day. Here's a little about us: 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. POSITION PURPOSE The Manager of Banking Operations and Administration is responsible for leading a high-performing team dedicated to the efficient delivery of operational support and administrative excellence across the credit union. This role provides strategic oversight of Retail Banking operations and serves as a key advocate for process improvement and operational innovation throughout the organization. By maintaining a deep understanding of industry trends, regulatory requirements, and emerging technologies, the Manager ensures the continued evolution of the credit union's operational framework. The position oversees products and vendor relationships for deposit operations, online banking, mobile banking, ATM services, and card services, ensuring optimal functionality and member satisfaction. In addition, this role supports cross-departmental collaboration, advises on strategic operational initiatives, and leads projects that advance the efficiency, compliance, and overall member experience of the credit union. What's in it for you? Salary: $73,000 - $91,000 per year (depending on experience) Benefits: Incentives and Merit Increases Paid Time Off & Paid Federal Holidays Medical, Dental, Vision & Life Insurance Employee Assistance Program Flexible Spending Accounts/HSA 401(k) with Employer Match Educational Assistance Paid Time to Volunteer ESSENTIAL FUNCTIONS AND RESPONSIBILITIES 1. Provide strategic and operational leadership to the Banking Operations and Administration team, ensuring full utilization of credit union systems and a strong working knowledge of all supporting technologies. 2. Oversee daily balancing and reconciliation of ATM and debit card dispute general ledgers. 3. Oversee collaboration with the Application Administrator to ensure successful delivery of core and digital banking upgrades, including vendor coordination, change management, and cross-functional user acceptance testing. 4. Partner closely with the Training Department to identify knowledge gaps through departmental interactions and support ongoing staff development initiatives that enhance organizational expertise. 5. Manage workflows for all departmental functions, including those within the core and ancillary application environments. 6. Build and maintain strong relationships with internal stakeholders and external vendors to optimize the performance and support of technology systems serving members. 7. Continuously assess and enhance departmental processes to improve efficiency, accuracy, and member service delivery. 8. Provide leadership in the development, implementation, and ongoing refinement of departmental policies and procedures to ensure consistency, compliance, and operational excellence. 9. Contribute to the development and implementation of credit union-wide goals and strategic objectives. 10. Foster a culture of open communication and engagement by ensuring team members are informed, aligned, and motivated around organizational priorities. 11. Serve as the primary resource for resolving complex member issues, ensuring timely, accurate, and empathetic resolution that strengthens member trust and satisfaction. 12. Monitor card portfolio performance, including usage and growth, in collaboration with Retail Banking and Product Development, and report portfolio results to senior leadership. 13. Lead departmental initiatives and manage related resources, ensuring project completion within established timelines and budgets. 14. Recruit, develop, evaluate, and lead direct reports, ensuring the cultivation of a knowledgeable, empowered, and high-performing team. 15. Conduct regular performance reviews, providing coaching and feedback aligned with professional development and organizational objectives. 16. Allocate resources effectively to meet operational and member service demands. 17. Encourage team-driven innovation by soliciting, evaluating, and implementing process, and efficiency enhancements. 18. Ensure compliance and timely administration of IRA accounts, abandoned property, and IRS submissions. 19. Oversee the accurate and compliant administration of product maintenance and member support functions, including the VISA debit program, wire transfers, IRA servicing, and account document retention. 20. Maintain compliance with all federal and state regulations, credit union policies, and applicable governing standards. 21. Promote credit union products and services where appropriate, supporting overall member engagement and growth. 22. Demonstrate and model behaviors aligned with the organization's Core Competencies. 23. Perform other related duties and responsibilities as assigned. Requirements Required Knowledge: Thorough knowledge of banking and regulation principles. 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. Working knowledge of end to end payment workflows (ACH, wires, debit/ATM real time payments, and Faster Payments) Education/Certification: Bachelor's degree in Business preferred plus three to five years experience in the management of an financial operations department with a credit union or bank; or a comparable combination of education and experience in a financial services role. Experience Required: Experience using general office equipment Intermediate to advanced level Microsoft Excel/Word Experience coordinating technology initiatives across digital and core banking systems, including UAT planning, release validation, and stakeholder engagement. Experience with COCC operating system preferred not required Skills/Abilities: Ability to project a professional appearance and positive attitude at all times. Excellent project management, leadership, written and verbal communication and analytical skills. Salary Description $73,000 - $91,000 per year depending on experience

Join us in shaping the future of Banking Operations… Step into a role where your strategic mindset and operational expertise fuel the operational efficiencies and next evolution of our Credit Union. As the Manager of Banking Operations & Administration, you'll be empowered to lead with impact and cultivate a high-performing team that powers everything from branch support to digital banking experiences. If solving complex challenges, elevating processes, and championing smarter, more efficient ways of working is your specialty, look no further. You'll influence cross-departmental initiatives, optimize vendor relationships, and drive innovation that directly enhances how our current and future members bank with us every day. Here's a little about us: 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. POSITION PURPOSE The Manager of Banking Operations and Administration is responsible for leading a high-performing team dedicated to the efficient delivery of operational support and administrative excellence across the credit union. This role provides strategic oversight of Retail Banking operations and serves as a key advocate for process improvement and operational innovation throughout the organization. By maintaining a deep understanding of industry trends, regulatory requirements, and emerging technologies, the Manager ensures the continued evolution of the credit union's operational framework. The position oversees products and vendor relationships for deposit operations, online banking, mobile banking, ATM services, and card services, ensuring optimal functionality and member satisfaction. In addition, this role supports cross-departmental collaboration, advises on strategic operational initiatives, and leads projects that advance the efficiency, compliance, and overall member experience of the credit union. What's in it for you? Salary: $73,000 - $91,000 per year (depending on experience) Benefits: * Incentives and Merit Increases * Paid Time Off & Paid Federal Holidays * Medical, Dental, Vision & Life Insurance * Employee Assistance Program * Flexible Spending Accounts/HSA * 401(k) with Employer Match * Educational Assistance * Paid Time to Volunteer ESSENTIAL FUNCTIONS AND RESPONSIBILITIES 1. Provide strategic and operational leadership to the Banking Operations and Administration team, ensuring full utilization of credit union systems and a strong working knowledge of all supporting technologies. 2. Oversee daily balancing and reconciliation of ATM and debit card dispute general ledgers. 3. Oversee collaboration with the Application Administrator to ensure successful delivery of core and digital banking upgrades, including vendor coordination, change management, and cross-functional user acceptance testing. 4. Partner closely with the Training Department to identify knowledge gaps through departmental interactions and support ongoing staff development initiatives that enhance organizational expertise. 5. Manage workflows for all departmental functions, including those within the core and ancillary application environments. 6. Build and maintain strong relationships with internal stakeholders and external vendors to optimize the performance and support of technology systems serving members. 7. Continuously assess and enhance departmental processes to improve efficiency, accuracy, and member service delivery. 8. Provide leadership in the development, implementation, and ongoing refinement of departmental policies and procedures to ensure consistency, compliance, and operational excellence. 9. Contribute to the development and implementation of credit union-wide goals and strategic objectives. 10. Foster a culture of open communication and engagement by ensuring team members are informed, aligned, and motivated around organizational priorities. 11. Serve as the primary resource for resolving complex member issues, ensuring timely, accurate, and empathetic resolution that strengthens member trust and satisfaction. 12. Monitor card portfolio performance, including usage and growth, in collaboration with Retail Banking and Product Development, and report portfolio results to senior leadership. 13. Lead departmental initiatives and manage related resources, ensuring project completion within established timelines and budgets. 14. Recruit, develop, evaluate, and lead direct reports, ensuring the cultivation of a knowledgeable, empowered, and high-performing team. 15. Conduct regular performance reviews, providing coaching and feedback aligned with professional development and organizational objectives. 16. Allocate resources effectively to meet operational and member service demands. 17. Encourage team-driven innovation by soliciting, evaluating, and implementing process, and efficiency enhancements. 18. Ensure compliance and timely administration of IRA accounts, abandoned property, and IRS submissions. 19. Oversee the accurate and compliant administration of product maintenance and member support functions, including the VISA debit program, wire transfers, IRA servicing, and account document retention. 20. Maintain compliance with all federal and state regulations, credit union policies, and applicable governing standards. 21. Promote credit union products and services where appropriate, supporting overall member engagement and growth. 22. Demonstrate and model behaviors aligned with the organization's Core Competencies. 23. Perform other related duties and responsibilities as assigned. Requirements Required Knowledge: Thorough knowledge of banking and regulation principles. 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. Working knowledge of end to end payment workflows (ACH, wires, debit/ATM real time payments, and Faster Payments) Education/Certification: Bachelor's degree in Business preferred plus three to five years experience in the management of an financial operations department with a credit union or bank; or a comparable combination of education and experience in a financial services role. Experience Required: Experience using general office equipment Intermediate to advanced level Microsoft Excel/Word Experience coordinating technology initiatives across digital and core banking systems, including UAT planning, release validation, and stakeholder engagement. Experience with COCC operating system preferred not required Skills/Abilities: Ability to project a professional appearance and positive attitude at all times. Excellent project management, leadership, written and verbal communication and analytical skills. Salary Description $73,000 - $91,000 per year depending on experience

JobID: 210679162 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $142,500.00-$200,000.00 Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management. As a Tech Risk & Controls Lead in Corporate Technology - Cloud Foundational Services Tech Risk and Tech Controls team, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards. You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards. By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business. Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape. Job responsibilities * Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations * Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals * Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work * Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance Required qualifications, capabilities, and skills * 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation * Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements * Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies * Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives Preferred qualifications, capabilities, and skills * CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred

Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management. As a Tech Risk & Controls Lead in Corporate Technology - Cloud Foundational Services Tech Risk and Tech Controls team, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards. You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards. By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business. Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape. Job responsibilities Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance Required qualifications, capabilities, and skills 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives Preferred qualifications, capabilities, and skills CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Investment Fund Services accounting team. Our primary goal is to provide exceptional accounting and administration servicing for our clients' assigned mutual funds, CITs, ETFs and other pooled vehicles. As a Fund Accountant Supervisor, you will act as an intermediary between the funds and their investment managers and serve as the official record keeper for the funds. You will also train and supervise the accounting analysts on the team. What you will do: · Your skills in accounting will be used by calculating the funds' daily investable cash, expenses, and income. You will calculate and report the funds' daily Net Asset Values (NAV's). You will process shareholders' activity and perform timely reconciliations to the fund's transfer agent. You are responsible to communicate the transactions associated with the fund(s) and work closely with internal and external clients to provide accurate and thorough accounting packages. · As the record keeper for the funds, you will be involved in the support of various year-end audit engagements in accordance with GAAP accounting standards. We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations. · You will ensure accuracy of accounting packages by completing daily checks of: security audit reports, NAV impact (R086) reports, daily work packets, corporate actions, expense processing, CARS reconciliations, and Fund Center reports. · You will assist Fund Administration in performing expense budget analysis and allocating expense payments; prepare monthly expense packages and scorecards. · You will assist the fund accountant manager with the preparation of SEC filings (e.g. N-SAR, N-1A, 24F-2, N-MFP). · You will train and supervise the accounting analysts on systems, processing, procedures, and job responsibilities. · Your due diligence and attention to detail during the review process of the fund accountant analysts work will be key to your team's success while striving for error free reconciliations and reporting. · You will correspond with external investment managers regarding day-to-day fund inquiries including entering security trades, fee payments, cash position breaks, reconciliations, and escalation inquiries. Client engagement and a dedication to quality service is a must for success. · You will assist the manager with conducting performance appraisals, monthly one-on-ones with the team analysts and provide career pathing and training. You will also ensure staffing requirements are met by participating in analyst interviews. You will team with the manager to provide and foster a team environment to include individual development, promotions and disciplinary action. · We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. · You will have the opportunity to partner with a diverse team and grow your career. What we need from you: · BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience. · Minimum of 2 years experience in Financial Services Industry working with Fund Accounting. · Intermediate skills in Microsoft Excel. · The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. · Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls. · Strong customer service skills as you will be communicating daily with your clients and other service providers. What we would like from you: · A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments. · Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy · Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. · Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment. · Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. ********************* SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing the day-to-day activities and functions for the assigned team. Key responsibilities include delegating work to team members, supervising work processes, providing informal leadership of sub teams or technology silos, managing on call and support schedules, and providing leadership, mentorship, and direction to team members. Job expectations include solving complex technical and analytical issues and effectively communicating results to senior management and Line of Business partners. Position Summary Seeking an experienced technology lead to join our Equities Derivatives & Swaps production services team. Responsibilities include oversight of application platform monitoring and support, root cause analysis, utilizing SRE principals and solutions to drive stability & resiliency improvements. Provide technical leadership and escalation for incident & problem management functions, onboarding applications, implementation of process improvements and effective communication to stakeholders for multiple front office trading applications as part of a global production services team. The successful candidate will be one who also embraces innovation and has the drive to deliver on added-value projects and strategic initiatives to advance our capabilities. This role will be part of a team in New York, with a wider global team providing production services across core trading & technology locations. Candidate should have good knowledge of the Global Markets technology ecosystem, strong technical skills (e.g. SPLUNK and Dynatrace) as well as Global Markets Equities domain understanding. Able to conduct independent research as well as collaborate with bank SMEs. Responsibilities: Manages and prioritizes multiple tasks and assignments for the team including tracking tasks and tickets in system(s) of record, ensuring enterprise service level agreements are met, and participating in defect, incident, problem, and change review meetings and release activities Provides point of escalation for team members, peers, and partner teams, and shares the leadership Point of Contact for triage of high priority incidents or consulting engagements Performs all responsibilities of team members from applicable teams Works with appropriate teams to ensure alerts, monitoring, dashboards, and processes are established appropriately for new projects and initiatives Participates and helps with resource interviews and onboarding processes Performs access reviews, conducts compliance activities, and serves as a delegate for administrative processes Creates the on call rotation schedule and ensures support for off hours, weekends, and release windows Primary Skills Linux, SQL, Python, Java, messaging platforms Experience with monitoring tools; e.g. Dynatrace, Splunk, ITRS Geneos ITIL (Remedy/ServiceNow), Jira Secondary Skills Autosys, Ansible, Grafana, Grid computing, SRE practices Tertiary Skills Tibco, MQ, Service Level Objectives (SLOs), Service Level Indicators (SLIs), Cloud, IBM OpenShift Required Qualifications 5+ years of hands-on experience in Application support/development, ensuring stability for critical Trading platforms in a global, team-oriented environment. Experience with distributed application platforms: Windows, UNIX, LINUX, SQL. Ability to lead triage and solve production outage situations under tight deadlines, including root cause and problem resolution follow-ups. Experienced on monitoring tools such as ITRS Geneos, Splunk, Dynatrace Knowledge of Equities asset class and related trade processing flows. Programming skills: Python, Unix/scripting, Java Excellent verbal and written communication skills. Knowledge of ITIL & SDLC principles and execution Experience in coordinating with offshore/onshore support, business, vendor, and infrastructure partners. Desired Qualifications Hands on experience providing direct support to front office trading desks Experience implementing SRE skills to eliminate toil through automation Results oriented, must be able to effectively collaborate with Senior Management and Business Partners to find solutions Skills: Collaboration Influence Production Support Risk Management Solution Design Analytical Thinking Architecture Innovative Thinking Result Orientation Stakeholder Management Adaptability Automation DevOps Practices Project Management Solution Delivery Process Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - 1100 Ave Of The Americas - Two Bryant Park (NY1540) Pay and benefits information Pay range$92,100.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for managing the day-to-day activities and functions for the assigned team. Key responsibilities include delegating work to team members, supervising work processes, providing informal leadership of sub teams or technology silos, managing on call and support schedules, and providing leadership, mentorship, and direction to team members. Job expectations include solving complex technical and analytical issues and effectively communicating results to senior management and Line of Business partners. Responsibilities: Manages and prioritizes multiple tasks and assignments for the team including tracking tasks and tickets in system(s) of record, ensuring enterprise service level agreements are met, and participating in defect, incident, problem, and change review meetings and release activities Provides point of escalation for team members, peers, and partner teams, and shares the leadership Point of Contact for triage of high priority incidents or consulting engagements Performs all responsibilities of team members from applicable teams Works with appropriate teams to ensure alerts, monitoring, dashboards, and processes are established appropriately for new projects and initiatives Participates and helps with resource interviews and onboarding processes Performs access reviews, conducts compliance activities, and serves as a delegate for administrative processes Position Summary: Respond to and resolve business queries for Market Risk space. Manage user query mailbox effectively, understand the scope of team's work and ensure timely and appropriate response is provided for all user queries. Respond to and resolve feed and batch support items, Manage alerts and monitoring. Utilize important framework tools such as ITSM, ITRS, JIRA, DynaTrace and Splunk, etc. for both making updates and producing reports. Incident management - provide timely and accurate user notifications as well as managing escalations when needed. Documentation and knowledge management. Follow up and coordinate resolutions with various development teams. Assist with metrics reporting. Coordinate and perform Business Continuity testing and related paperwork. Organize and run meetings independently for issue resolution. Identify scope for automation to reduce manual, repeating tasks. Required Qualifications: 5+ years of Production Support experience. Strong SQL Knowledge. Strong UNIX / LINUX knowledge. Knowledge of Software Development Life Cycle. Working knowledge of ITIL. Strong verbal and written communication skills. Excellent project and time management skills. Working knowledge of ITRS, DynaTrace and Splunk Working knowledge of Autosys and Bob jobs. Scripting knowledge such as Python Desired Qualifications: Financial industry experience Knowledge of Market Risk or Counterparty Credit Risk Ability to work in a multi-regional team. Agile methodology Operations exposure with Windows OS Working knowledge with Tableau Skills: Collaboration Influence Production Support Risk Management Solution Design Analytical Thinking Architecture Innovative Thinking Result Orientation Stakeholder Management Adaptability Automation DevOps Practices Project Management Solution Delivery Process Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Jersey City - 101 Hudson St - 101 Hudson (NJ2101), US - NY - New York - 1100 Ave Of The Americas - Two Bryant Park (NY1540) Pay and benefits information Pay range$92,100.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Summary of Role: The Member Service Center (MSC) Supervisor plays a pivotal role in overseeing the daily operations of the MSC team, ensuring exceptional member service and optimal performance. This role involves managing a team of Member Service Representatives (MSRs) to ensure efficient and effective member satisfaction goals and maintaining operational standards. The Supervisor will also be responsible for guiding, coaching, mentoring, and evaluating team members to achieve performance targets and uphold established service standards. Essential Job Functions/Responsibilities: * Supervise a team of Member Service Representatives and Senior Member Service Representatives, providing guidance, support, and performance feedback. Conduct regular one-on-one coaching sessions and performance reviews to enhance team members' skills, address areas of improvement, and provide consistent high-quality member experiences. Conduct regular team meetings to communicate goals, expectations, and updates. * Address high-level member escalations and complex inquiries, providing effective resolutions in a timely manner. Collaborate with other departments to resolve issues and improve member satisfaction. Ensure escalated issues are triaged and tracked for effective and timely resolution. * Monitor and evaluate individual and team performance to meet or exceed Key Performance Indicators (KPIs) and Service Level Agreements (SLAs). * Prepare and present regular reports on team performance, member feedback, and operational metrics to MSC Managers. Use data to make informed decisions and drive improvement. * Utilize call monitoring and reporting tools to analyze trends, identify areas for improvement, and implement corrective actions in partnership with Broadview's Employee Experience (HR) team. * Collaborate with other departments to address cross-functional issues and enhance overall organizational efficiency i.e., training programs. * Monitor call quality and member interactions to ensure compliance with company standards and procedures. Participate in Quality Assurance calibration sessions. * Track staff utilization, oversee assigned schedules, and handle intra-day scheduling adjustments to ensure coverage for phone inquiries from members. Manage attendance and time-off requests to maintain productivity levels. * Serve as a liaison with MSC Managers to ensure all information is efficiently disseminated. * Keep abreast of industry developments including but not limited to changes in regulations and share information appropriately. * Perform duties of Escalation Lead, Senior MSR, and MSR responsibilities when required. * Other duties as needed. Minimum Job Qualifications: * Associate's degree from an accredited institution or at least 3 years of relevant experience required. * Bachelor's degree preferred; will consider experience in lieu of degree. * Minimum of two (2) years of people supervisory experience in a call center is required, preferably within a financial institution such as a bank or credit union. * Excellent problem-solving, organizational, analytical, verbal, and written communication skills. * Demonstrated ability to lead a team using well-developed interpersonal skills by providing coaching, feedback, training, and development. * Ability to effectively identify requirements and negotiate solutions with both internal staff and vendors. * Strong decision making and time management skills with the ability to manage multiple projects/duties. * Familiarity with Fiserv and Alkami software solutions is strongly preferred. * Results driven, service oriented, self-motivated, and able to work independently. * Trustworthy with the ability to maintain the highest level of integrity and trust. * Proficiency in Microsoft Office, specifically Word, Excel, and PowerPoint. Ability to work in a multi-application environment. * Flexible to work a structured schedule that includes evening and weekend hours in an in-office model. * Commitment to delivering exceptional customer service and driving continuous improvement. Starting Compensation: $65,990-$80,838 annually, plus a competitive benefits package. Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************

Starting Salary: $45,000 (May be negotiable depending on experience) REQUIRED EXPERIENCE: Minimum of two (2) years bank Teller experience required. Proficient in English, reading, writing, and grammar skills Analytical and mathematics skills Communication, interpersonal relations and customer service skills PC skills (including knowledge of job-related software applications) Ability to operate various office machines (i.e., currency counter, combination lock, check encoder, fax machine, passbook validator) Ability to lift 50 pounds of coin Visual and auditory skills Strong Team Player REQUIRED EDUCATION: High School Diploma or equivalent with an emphasis in a Business or Accounting curriculum. WE OFFER: Medical benefits Dental benefits Vision benefits Life insurance 401K PTO LifeMart (employee discount program) Health Savings Account Flexible Spending Account LTD Insurance (employer paid) Paid Federal Bank holidays RESPONSIBILITIES INCLUDE: Directly supervises UB1 and UB2 staff to ensure efficient and accurate teller services. Ensures that UB 1 and 2's are providing complete and accurate debit and credit services to customers. Ensures that all debits and credits, balancing, and operational activities are done efficiently and according to policy; this includes the activities of Teller side personnel, ATM services, and other paying and receiving activities. Ensures that all UB1 and 2's work as part of the customer service team and take advantage of new business referral opportunities, expand existing customer relationships and enhance customer relationships. Ensures that all UB1 and 2s follow customer service standards. Ensures the coordination of work, i.e., makes certain that the work of Teller side is coordinated with other positions in the branch office, with centralized operations personnel, and other Bank departments. Conducts monthly teller side audits and assists Assistant Branch Manager with other audits and operational duties as needed. Ensures accurate preparation of various reports as assigned by the Assistant Branch Manager. Ensures that all UB1s and 2s have an adequate supply of cash to conduct business; maintains level of cash according to approved cash management policies. Manages and balances vault, cash shipments, reconciliations, and cash transfers. Balances night depository activity and ATM machines. Ensures timely review of various branch reports for accuracy. Ensures timely submission of required reporting. Participates in weekly branch meetings. Participates in branch planned meetings. Operates as a back up to the Assistant Manager which includes assisting with platform side duties and management when necessary. Performs all UB 1 and UB 2 duties. (See UB 1 and UB 2 Job Descriptions) Participates with the Assistant Branch Manager in establishing specific goals for Teller side; implements strategies to achieve these goals. Determines work procedures, prepares work schedules, and expedites workflow. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements; ensures that Teller staff adhere to the same. Assists in the selection of new personnel as appropriate. Makes provisions for the proper orientation and training of new personnel; trains new personnel as required. Reviews employee performance throughout the initial probationary period and on a regularly scheduled basis thereafter. Organizes, schedules, and distributes work among assigned personnel. Keeps personnel informed of pertinent policies and procedures affecting the branch office/or their jobs; creates an atmosphere in which upward communication from employees is encouraged. Administers personnel policies and procedures as established by Bank policy. Communicates with the Assistant Branch Manager, other supervisors, and appropriate staff personnel to integrate activities. Provides timely reporting to the Assistant Branch Manager and other appropriate groups or individuals. Communicates effectively with BM. ABM, Regionals and Back Office First Commerce is dedicated to providing people, businesses, and communities in our markets with high quality products and services with superior customer service. We provide products and services through secure, user-friendly technology and customer friendly locations. Our relationships are founded in our desire to be responsive to the financial needs of our customers in an atmosphere of personal attention, professionalism, trust, integrity and fairness. First Commerce prides itself on maintaining personal communications beginning with the Board of Directors. First Commerce Bank is an Equal Opportunity Employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law.

Starting Salary: $45,000 (May be negotiable depending on experience) REQUIRED EXPERIENCE: Minimum of two (2) years bank Teller experience required. Proficient in English, reading, writing, and grammar skills Analytical and mathematics skills Communication, interpersonal relations and customer service skills PC skills (including knowledge of job-related software applications) Ability to operate various office machines (i.e., currency counter, combination lock, check encoder, fax machine, passbook validator) Ability to lift 50 pounds of coin Visual and auditory skills Strong Team Player REQUIRED EDUCATION: High School Diploma or equivalent with an emphasis in a Business or Accounting curriculum. WE OFFER: Medical benefits Dental benefits Vision benefits Life insurance 401K PTO LifeMart (employee discount program) Health Savings Account Flexible Spending Account LTD Insurance (employer paid) Paid Federal Bank holidays RESPONSIBILITIES INCLUDE: Directly supervises UB1 and UB2 staff to ensure efficient and accurate teller services. Ensures that UB 1 and 2's are providing complete and accurate debit and credit services to customers. Ensures that all debits and credits, balancing, and operational activities are done efficiently and according to policy; this includes the activities of Teller side personnel, ATM services, and other paying and receiving activities. Ensures that all UB1 and 2's work as part of the customer service team and take advantage of new business referral opportunities, expand existing customer relationships and enhance customer relationships. Ensures that all UB1 and 2s follow customer service standards. Ensures the coordination of work, i.e., makes certain that the work of Teller side is coordinated with other positions in the branch office, with centralized operations personnel, and other Bank departments. Conducts monthly teller side audits and assists Assistant Branch Manager with other audits and operational duties as needed. Ensures accurate preparation of various reports as assigned by the Assistant Branch Manager. Ensures that all UB1s and 2s have an adequate supply of cash to conduct business; maintains level of cash according to approved cash management policies. Manages and balances vault, cash shipments, reconciliations, and cash transfers. Balances night depository activity and ATM machines. Ensures timely review of various branch reports for accuracy. Ensures timely submission of required reporting. Participates in weekly branch meetings. Participates in branch planned meetings. Operates as a back up to the Assistant Manager which includes assisting with platform side duties and management when necessary. Performs all UB 1 and UB 2 duties. (See UB 1 and UB 2 Job Descriptions) Participates with the Assistant Branch Manager in establishing specific goals for Teller side; implements strategies to achieve these goals. Determines work procedures, prepares work schedules, and expedites workflow. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements; ensures that Teller staff adhere to the same. Assists in the selection of new personnel as appropriate. Makes provisions for the proper orientation and training of new personnel; trains new personnel as required. Reviews employee performance throughout the initial probationary period and on a regularly scheduled basis thereafter. Organizes, schedules, and distributes work among assigned personnel. Keeps personnel informed of pertinent policies and procedures affecting the branch office/or their jobs; creates an atmosphere in which upward communication from employees is encouraged. Administers personnel policies and procedures as established by Bank policy. Communicates with the Assistant Branch Manager, other supervisors, and appropriate staff personnel to integrate activities. Provides timely reporting to the Assistant Branch Manager and other appropriate groups or individuals. Communicates effectively with BM. ABM, Regionals and Back Office First Commerce is dedicated to providing people, businesses, and communities in our markets with high quality products and services with superior customer service. We provide products and services through secure, user-friendly technology and customer friendly locations. Our relationships are founded in our desire to be responsive to the financial needs of our customers in an atmosphere of personal attention, professionalism, trust, integrity and fairness. First Commerce prides itself on maintaining personal communications beginning with the Board of Directors. First Commerce Bank is an Equal Opportunity Employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law.

Starting Salary: $45,000 (May be negotiable depending on experience) REQUIRED EXPERIENCE: Minimum of two (2) years bank Teller experience required. Proficient in English, reading, writing, and grammar skills Analytical and mathematics skills Communication, interpersonal relations and customer service skills PC skills (including knowledge of job-related software applications) Ability to operate various office machines (i.e., currency counter, combination lock, check encoder, fax machine, passbook validator) Ability to lift 50 pounds of coin Visual and auditory skills Strong Team Player REQUIRED EDUCATION: High School Diploma or equivalent with an emphasis in a Business or Accounting curriculum. WE OFFER: Medical benefits Dental benefits Vision benefits Life insurance 401K PTO LifeMart (employee discount program) Health Savings Account Flexible Spending Account LTD Insurance (employer paid) Paid Federal Bank holidays RESPONSIBILITIES INCLUDE: Directly supervises UB1 and UB2 staff to ensure efficient and accurate teller services. Ensures that UB 1 and 2's are providing complete and accurate debit and credit services to customers. Ensures that all debits and credits, balancing, and operational activities are done efficiently and according to policy; this includes the activities of Teller side personnel, ATM services, and other paying and receiving activities. Ensures that all UB1 and 2's work as part of the customer service team and take advantage of new business referral opportunities, expand existing customer relationships and enhance customer relationships. Ensures that all UB1 and 2s follow customer service standards. Ensures the coordination of work, i.e., makes certain that the work of Teller side is coordinated with other positions in the branch office, with centralized operations personnel, and other Bank departments. Conducts monthly teller side audits and assists Assistant Branch Manager with other audits and operational duties as needed. Ensures accurate preparation of various reports as assigned by the Assistant Branch Manager. Ensures that all UB1s and 2s have an adequate supply of cash to conduct business; maintains level of cash according to approved cash management policies. Manages and balances vault, cash shipments, reconciliations, and cash transfers. Balances night depository activity and ATM machines. Ensures timely review of various branch reports for accuracy. Ensures timely submission of required reporting. Participates in weekly branch meetings. Participates in branch planned meetings. Operates as a back up to the Assistant Manager which includes assisting with platform side duties and management when necessary. Performs all UB 1 and UB 2 duties. (See UB 1 and UB 2 Job Descriptions) Participates with the Assistant Branch Manager in establishing specific goals for Teller side; implements strategies to achieve these goals. Determines work procedures, prepares work schedules, and expedites workflow. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements; ensures that Teller staff adhere to the same. Assists in the selection of new personnel as appropriate. Makes provisions for the proper orientation and training of new personnel; trains new personnel as required. Reviews employee performance throughout the initial probationary period and on a regularly scheduled basis thereafter. Organizes, schedules, and distributes work among assigned personnel. Keeps personnel informed of pertinent policies and procedures affecting the branch office/or their jobs; creates an atmosphere in which upward communication from employees is encouraged. Administers personnel policies and procedures as established by Bank policy. Communicates with the Assistant Branch Manager, other supervisors, and appropriate staff personnel to integrate activities. Provides timely reporting to the Assistant Branch Manager and other appropriate groups or individuals. Communicates effectively with BM. ABM, Regionals and Back Office First Commerce is dedicated to providing people, businesses, and communities in our markets with high quality products and services with superior customer service. We provide products and services through secure, user-friendly technology and customer friendly locations. Our relationships are founded in our desire to be responsive to the financial needs of our customers in an atmosphere of personal attention, professionalism, trust, integrity and fairness. First Commerce prides itself on maintaining personal communications beginning with the Board of Directors. First Commerce Bank is an Equal Opportunity Employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law.

We are seeking a hands-on Residential Loan Servicing Supervisor to lead and actively support daily operations for residential, mortgage, and commercial loan servicing. This is a working supervisor role-you will both supervise the team and personally perform servicing tasks to ensure accurate, compliant loan servicing from setup through payoff. You will partner closely with internal teams and serve as an escalation point for complex servicing issues. What You'll Do: Lead & Support the Team Supervise, coach, and train residential real estate and commercial loan servicers Work alongside the team. Assure that processes and procedures are efficient and compliant. Participate in hiring and performance management Foster a collaborative, member service-focused environment Hands-On Loan Servicing Perform and oversee servicing for commercial loans, residential mortgages, and real estate lending products Assist with loan setup, file maintenance, payoffs, disbursements, and GL entries Serve as escalation point for member, borrower, and attorney questions Compliance & Audit Ensure commercial and residential real estate loan servicing is accurate, compliant, and audit-ready Act as primary contact for servicing audits and reviews Maintain procedures and incorporate regulatory or policy changes Systems & Process Improvement Work directly in servicing systems supporting residential and commercial real estate loans Partner with vendors and internal teams to improve workflows and accuracy Support servicing projects and quality improvement initiatives Reporting & Communication Track servicing KPIs and prepare regular reports Identify trends or issues and recommend solutions Communicate with members, borrowers, attorneys, vendors, and internal partners Servicing Functions You'll Support Review and maintain residential and commercial real estate loan files Perform loan corrections and general ledger postings Manage ACH and automatic payment setups Monitor recorded mortgages and collateral documentation Prepare payoff quotes and process discharges Support secondary market documentation and reconciliations Conduct quality control reviews of residential mortgage originations Manage tax, insurance, PMI, ARM adjustments, HELOC conversions, and commercial loan recasts Assist with member calls and servicing issues as needed Disclaimer: This job posting provides a general overview of the position and is not intended to be a comprehensive job description listing the activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. Requirements Qualifications Strong experience in residential, commercial and real estate loan servicing Knowledge of servicing regulations and compliance requirements Basic understanding of general ledger accounting Ability to balance hands-on work with supervisory responsibilities Strong organizational, communication, and problem-solving skills Proficiency with loan servicing systems and financial applications Education & Experience Experience in residential, commercial or real estate loan servicing required 1-2 years of experience in a bank or credit union Prior lead or supervisory experience preferred High school diploma or equivalent Supervisory Responsibilities Supervision of Residential Mortgage and Commercial Real Estate Loan Servicers ________________________________________________________________________________________________________________________ The pay range for this position is $29.00 to $36.00 per hour and is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. The range may be modified in the future. An employee's pay within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. SCU Credit Union is an equal employment opportunity employer. Salary Description $29 - $36 per hour

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Investment Fund Services accounting team. Our primary goal is to provide exceptional accounting and administration servicing for our clients' assigned mutual funds, CITs, ETFs and other pooled vehicles. As a Fund Accountant Supervisor, you will act as an intermediary between the funds and their investment managers and serve as the official record keeper for the funds. You will also train and supervise the accounting analysts on the team. What you will do: * Your skills in accounting will be used by calculating the funds' daily investable cash, expenses, and income. You will calculate and report the funds' daily Net Asset Values (NAV's). You will process shareholders' activity and perform timely reconciliations to the fund's transfer agent. You are responsible to communicate the transactions associated with the fund(s) and work closely with internal and external clients to provide accurate and thorough accounting packages. * As the record keeper for the funds, you will be involved in the support of various year-end audit engagements in accordance with GAAP accounting standards. We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations. * You will ensure accuracy of accounting packages by completing daily checks of: security audit reports, NAV impact (R086) reports, daily work packets, corporate actions, expense processing, CARS reconciliations, and Fund Center reports. * You will assist Fund Administration in performing expense budget analysis and allocating expense payments; prepare monthly expense packages and scorecards. * You will assist the fund accountant manager with the preparation of SEC filings (e.g. N-SAR, N-1A, 24F-2, N-MFP). * You will train and supervise the accounting analysts on systems, processing, procedures, and job responsibilities. * Your due diligence and attention to detail during the review process of the fund accountant analysts work will be key to your team's success while striving for error free reconciliations and reporting. * You will correspond with external investment managers regarding day-to-day fund inquiries including entering security trades, fee payments, cash position breaks, reconciliations, and escalation inquiries. Client engagement and a dedication to quality service is a must for success. * You will assist the manager with conducting performance appraisals, monthly one-on-ones with the team analysts and provide career pathing and training. You will also ensure staffing requirements are met by participating in analyst interviews. You will team with the manager to provide and foster a team environment to include individual development, promotions and disciplinary action. * We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization. * You will have the opportunity to partner with a diverse team and grow your career. What we need from you: * BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience. * Minimum of 2 years experience in Financial Services Industry working with Fund Accounting. * Intermediate skills in Microsoft Excel. * The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. * Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls. * Strong customer service skills as you will be communicating daily with your clients and other service providers. What we would like from you: * A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments. * Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy * Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. * Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment. * Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. ********************* SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.

The market leader. The premier provider. The best in the business. At Citco, we've been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we'll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco's core business, and our alternative asset and accounting service is one of the industry's most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. Your Role: The Supervisor in Loan Servicing will have the following duties and responsibilities, including but not limited to: * Responsible for supporting a portfolio of 50-100 various credit facilities. * Ability to review loan documents, such as: credit agreements, amendments, waivers, fee letters, term sheets, etc., and translate legal language into calculations * Provide clear instructions to loan processing team to onboard new facility/loan into loan management system and validate inputs after completion * Ensure accuracy of processing loan activity (draws, repayments, reallocations, scheduled and ad-hoc waterfalls) * Prepare and review financials statements, investors allocations * Monitoring of financial and reporting covenants * Additional loan servicing and reporting as needed About You: * You have a Bachelor's degree in Finance, Real Estate and/or Accounting. * A minimum of 3 years of experience in Asset Management role (loan servicing, risk/financial analysis, valuations, capital markets) * Demonstrate understanding of debt instruments and relevant financial reporting * Knowledge of real estate markets with a particular emphasis on multifamily, office, retail and senior living sectors * Excellent interpersonal and customer service skills with strong work ethic to meet daily challenges of a fast-paced environment * Strong analytical skills * Proficient in Excel * Multitasking and ability to perform under pressure * Excellent organizational skills with attention to details * Strong communication skills, both written and verbal * Sentry PM a distinct advantage Our Benefits Your well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process. At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodations to make our recruitment process more accessible for you, please let your recruiter know. As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success. Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization.

The market leader. The premier provider. The best in the business. At Citco, we've been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we'll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco's core business, and our alternative asset and accounting service is one of the industry's most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: You have a Bachelor's degree in Finance, Real Estate and/or Accounting. A minimum of 3 years of experience in Asset Management role (loan servicing, risk/financial analysis, valuations, capital markets) Demonstrate understanding of debt instruments and relevant financial reporting Knowledge of real estate markets with a particular emphasis on multifamily, office, retail and senior living sectors Excellent interpersonal and customer service skills with strong work ethic to meet daily challenges of a fast-paced environment Strong analytical skills Proficient in Excel Multitasking and ability to perform under pressure Excellent organizational skills with attention to details Strong communication skills, both written and verbal Sentry PM a distinct advantage Our Benefits Your well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process. At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodations to make our recruitment process more accessible for you, please let your recruiter know. As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success. Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization. Your Role: The Supervisor in Loan Servicing will have the following duties and responsibilities, including but not limited to: Responsible for supporting a portfolio of 50-100 various credit facilities. Ability to review loan documents, such as: credit agreements, amendments, waivers, fee letters, term sheets, etc., and translate legal language into calculations Provide clear instructions to loan processing team to onboard new facility/loan into loan management system and validate inputs after completion Ensure accuracy of processing loan activity (draws, repayments, reallocations, scheduled and ad-hoc waterfalls) Prepare and review financials statements, investors allocations Monitoring of financial and reporting covenants Additional loan servicing and reporting as needed