Service Support Supervisor jobs at Commonwealth Financial Network - 258 jobs
US Corporate Tax Leader | Team & Client Mentor
Escalon Services Inc. 4.1
Palo Alto, CA jobs
A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions.
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$80k-132k yearly est. 2d ago
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Manager, AI-Driven Support Engineering
Circle Internet Services Inc. 4.5
San Francisco, CA jobs
A tech company specializing in CI/CD is seeking a Manager of Support Engineering to lead a distributed team across North America. This role focuses on blending technical leadership with innovative automation solutions, enhancing customer support for Growth and High Touch Enterprise segments. The ideal candidate needs strong experience in managing technical support teams, implementing AI solutions, and maintaining high-level customer relationships. This position offers a salary range of $133,000 - $166,000 USD.
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$133k-166k yearly 1d ago
Customer Service Supervisor
Globe Life and Accident Insurance Company 4.6
Remote
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Customer ServiceSupervisor? Globe Life is looking for a Customer ServiceSupervisor to join the team!
In this role, you will be responsible for managing a team of Customer Service Representatives, ensuring efficient daily operations by providing training, coaching, performance feedback, resolving escalated customer issues, and analyzing data to improve service quality and processes.
This is a remote / work-from-home position.
What You Will Do:
Develop a high-performing team by coaching, mentoring, and training customer service representatives.
Ensure KPI's are met.
Update and analyze daily & monthly reports.
Ensure timecard accuracy and sign off on payroll closing for the week.
Perform QA monitoring to ensure customer satisfaction and accuracy.
Perform side-by-side nesting silent monitoring.
Utilize Enlighten and Nexidia for coaching opportunities.
Answer questions from staff and provide guidance and feedback.
Resolve escalations professionally.
Review and approve outgoing written communication from agents to customers.
Ensure adherence to established attendance policies and procedures.
Create and deliver corrective action as needed for attendance, adherence, and policy violations.
Assist with initial interviews for new hires as needed.
Create and administer annual performance reviews.
Facilitate team meetings.
Keep senior management informed on all issues and problems.
Creating ways to optimize procedures and keep staff motivated.
Monitor daily activities and customer service queues to ensure efficient and timely service delivery across various communication channels.
Analyze customer service data and feedback to identify areas for improvement, and help develop, implement new standards and procedures.
Prepare reports, maintain documentation, and communicate with staff and management regarding customer service performance and issues.
What You Can Bring:
High school diploma or equivalent; a college degree is preferred.
2 or more years of relevant management experience.
Customer Service Experience with proven experience as a call center supervisor or similar supervisory position.
Proficient in Microsoft Office Suite, specifically Word, Excel, Outlook, Teams, and general working knowledge of the Internet for business use.
Knowledge of performance evaluation procedures.
Outstanding communication and problem-solving skills.
A result-oriented and forward-thinking approach.
Ability to work under pressure as well as work well with others.
Ability to multitask and prioritize competing priorities to meet deadlines.
Excellent time management skills.
Ability to learn and adapt to change quickly.
Superb organizational and leadership skills.
Schedule flexibility to meet call center hours of operation.
Must be dependable and punctual to ensure call center needs are met.
Must be professional with the ability to maintain confidentiality.
Type 25-30 WPM.
Ability to professionally handle and resolve escalated issues.
Must maintain and/or exceed department KPI goals: Attendance, Average Handle Time, Adherence, Utilization, Contacts.
Must possess excellent oral and written communication skills.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
$32k-40k yearly est. Auto-Apply 8d ago
Supervisor Mortgage Support- Disclosures
City National Bank 4.9
Los Angeles, CA jobs
*SUPERVISOR MORTGAGE SUPPORT* WHAT IS THE OPPORTUNITY? The Mortgage SupportSupervisor provides leadership, guidance and support to a team of mortgage support specialists who complete fulfillment support tasks such as disclosing all initial loan package disclosures and initial closing disclosures as well as all re-disclosures in accordance with TRID. Direct management responsibilities include, but are not limited to, review of daily and monthly productivity metrics and overall task management. This includes but is not limited to -task monitoring, loan quality results, proactively managing issues and escalating to management as necessary and adherence to all other departmental SLA's.
WHAT WILL YOU DO?
* Oversee the generation of initial/revised loan estimates and closing disclosures: Ensure the team accurately prepares and delivers loan estimates and closing disclosures within regulatory timelines, maintaining compliance and precision.
* Manage fee retrieval and accuracy analysis: Direct the process of retrieving and reviewing fees to ensure accuracy, identifying discrepancies and implementing corrective measures as needed.
* Evaluate change of circumstance requests: Guide the team in assessing the validity of change of circumstance requests, determining whether re-disclosure is necessary, and ensuring compliance with regulatory requirements.
* Ensure timely issuance of TRID disclosures: Monitor and enforce adherence to TRID requirements, ensuring all necessary disclosures are issued promptly and accurately.
* Supervise automated compliance testing: Oversee the execution of automated compliance testing, review alerts, and ensure appropriate actions are taken to address and clear any issues.
* Review originator-submitted files for completeness: Lead the review process to verify that all credit, income, and asset documentation submitted by originators is complete and meets established standards.
* Responsible for effectively managing the team pipeline to ensure all departmental SLA's are met and/or exceeded.
* Responsible for training, motivating and counseling staff and holds every colleague on their team accountable for results including compliance and all metrics set forth by management.
* Ensures all colleagues on their team operate in accordance with the established workflow.
* Serves as a single point of contact for all escalated matters.
* Develop relationships with other leaders and staff to promote a positive and customer centric environment.
* Monitor and assess team performance and activities.
* Other duties as/or assigned by management.
* Responsible and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank delivers, the processes employed and the incentives with which colleagues are awarded.
* All City National products, financial solutions and services are to be provided ethically and with integrity in a manner that is consistent with the client-first culture and values embodied in City National's PRIDE statement.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelors Degree Preferred
* Minimum 5 years of mortgage experience including management in a mortgage banking company or related financial institution required.
* Minimum 5 years of experience working with FNMA/FHLMC guidelines and standard industry guidelines required.
* Minimum 5 years of experience of state and federal lending regulations (e.g. Respa, Reg Z, Ecoa, State Fair Lending) required
* Empower LOS Preferred
*Additional Qualifications*
* Must be detailed oriented and possess management skills with emphasis on planning, organization and scheduling.
* Excellent verbal and written communication skills sufficient to interact with staff, internal and external contacts.
* Proficient computer skills with experience using Microsoft Suite and Empower LOS.
* Very good analytical skills are beneficial.
* Ability to pay close attention to detail, and work under deadlines
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$71.9k-114.8k yearly 46d ago
Supervisor Mortgage Support- Collateral
City National Bank 4.9
Los Angeles, CA jobs
*SUPERVISOR MORTGAGE SUPPORT* WHAT IS THE OPPORTUNITY? The Mortgage SupportSupervisor provides leadership, guidance and support to a team of mortgage support specialists who complete fulfillment support tasks such as analyze condo/coop project documentation, document indexing, appraisal/flood/title ordering, and project approval reviews. Direct management responsibilities include, but are not limited to, review of daily and monthly productivity metrics and overall task management. This includes but is not limited to -task monitoring, loan quality results, proactively managing issues and escalating to management as necessary and adherence to all other departmental SLA's.
WHAT WILL YOU DO?
* Oversee the analysis of condo project documentation: Manage and guide the team in reviewing and interpreting condominium project documents to ensure accuracy and completeness.
* Evaluate compliance with agency and lender requirements: Direct the assessment of condominium projects to determine if they meet the standards of relevant agencies and lenders, including Fannie Mae, Freddie Mac, FHA, VA, and others. This includes evaluating financial viability, occupancy rates, and potential risks.
* Secure project approvals for condo and co-op projects: Lead the process of obtaining necessary approvals for various condominium and cooperative projects, ensuring alignment with organizational and regulatory standards.
* Responsible for effectively managing the team pipeline to ensure all departmental SLA's are met and/or exceeded.
* Responsible for training, motivating and counseling staff and holds every colleague on their team accountable for results including compliance and all metrics set forth by management.
* Ensures all colleagues on their team operate in accordance with the established workflow.
* Serves as a single point of contact for all escalated matters.
* Develop relationships with other leaders and staff to promote a positive and customer centric environment.
* Monitor and assess team performance and activities.
* Other duties as/or assigned by management.
* Responsible and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank delivers, the processes employed and the incentives with which colleagues are awarded.
* All City National products, financial solutions and services are to be provided ethically and with integrity in a manner that is consistent with the client-first culture and values embodied in City National's PRIDE statement.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 5 years of mortgage experience including management in a mortgage banking company or related financial institution required.
* Minimum 5 years of experience working with FNMA/FHLMC guidelines and standard industry guidelines required.
* Minimum 5 years of experience of state and federal lending regulations (e.g. Respa, Reg Z, Ecoa, State Fair Lending) required
* Bachelor's degree preferred.
* Empower LOS preferred.
*Additional Qualifications*
* Must be detailed oriented and possess management skills with emphasis on planning, organization and scheduling.
* Excellent verbal and written communication skills sufficient to interact with staff, internal and external contacts.
* Proficient computer skills with experience using Microsoft Office Suite and Empower LOS.
* Very good analytical skills are beneficial.
* Ability to pay close attention to detail, and work under deadlines
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-RK
\#CA-RK
$71.9k-114.8k yearly 43d ago
Supervisor Mortgage Support- Insurance
City National Bank 4.9
Los Angeles, CA jobs
*SUPERVISOR MORTGAGE SUPPORT* WHAT IS THE OPPORTUNITY? The Mortgage SupportSupervisor provides leadership, guidance and support to a team of mortgage support specialists who complete fulfillment support tasks such as homeowner's insurance requests, document indexing, flood verification, and collaboration with our collateral team. Direct management responsibilities include, but are not limited to, review of daily and monthly productivity metrics and overall task management. This includes but is not limited to -task monitoring, loan quality results, proactively managing issues and escalating to management as necessary and adherence to all other departmental SLA's.
WHAT WILL YOU DO?
* Validate hazard and flood insurance policies: Lead the review process to confirm that hazard and flood insurance policies meet the bank's criteria, including coverage adequacy and regulatory compliance.
* Authorize condition clearances: Review and approve condition clearances within delegated authority, ensuring accuracy and compliance with bank policies and regulatory guidelines.
* Responsible for effectively managing the team pipeline to ensure all departmental SLA's are met and/or exceeded.
* Responsible for training, motivating and counseling staff and holds every colleague on their team accountable for results including compliance and all metrics set forth by management.
* Ensures all colleagues on their team operate in accordance with the established workflow.
* Serves as a single point of contact for all escalated matters.
* Develop relationships with other leaders and staff to promote a positive and customer centric environment.
* Monitor and assess team performance and activities.
* Other duties as/or assigned by management.
* Responsible and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank delivers, the processes employed and the incentives with which colleagues are awarded.
* All City National products, financial solutions and services are to be provided ethically and with integrity in a manner that is consistent with the client-first culture and values embodied in City National's PRIDE statement.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Minimum 5 years of mortgage experience including management in a mortgage banking company or related financial institution required.
* Minimum 5 years of experience working with FNMA/FHLMC guidelines and standard industry guidelines required.
* Minimum 5 years of experience of state and federal lending regulations (e.g. Respa, Reg Z, Ecoa, State Fair Lending) required
* Bachelor's degree preferred.
* Empower LOS preferred.
*Additional Qualifications*
* Must be detailed oriented and possess management skills with emphasis on planning, organization and scheduling.
* Excellent verbal and written communication skills sufficient to interact with staff, internal and external contacts.
* Proficient computer skills with experience using Microsoft Office Suite and Empower LOS.
* Very good analytical skills are beneficial.
* Ability to pay close attention to detail, and work under deadlines
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-RK
\#CA-RK
$71.9k-114.8k yearly 46d ago
Workplace Experience Support Supervisor
Rsm 4.4
Boston, MA 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.
The workplace experience supportsupervisor is responsible for supervising an ESS operations and facilities team for the specific location assigned.
This position is responsible for providing direction on and coordinating workplace experience support (i.e., facilities, hospitality, and office operations), and working in concert with other ESS solution set team members to ensure adequate office coverage in the assigned location.
This includes the overall building environment, appearance and safety of employees and building(s) occupied within the assigned geography to ensure that it remains in good working condition. The general operations of the workspace include upkeep of equipment, supplies, and delivery of the associated supportservices.
This position will also be involved in the coordination and planning of events and meetings.
The workplace experience supportsupervisor oversees the management and delivery of the office workplace experience for colleagues.
This position is responsible for ensuring the workplace experience support teams deliver daily office operations, including visitor management, safety, hospitality experiences, reception, and facilities management and in accordance with workplace experience support playbooks, as well as firm policies and guidelines.
The workplace experience supportsupervisor demonstrates more advanced experience by working closely with a workplace experience support manager or manager lead, and other ESS and firm leadership on helping identifying process improvement opportunities and efficiencies for workplace experience support and will provide quality and consistent support throughout the firm in accordance with RSM policies.
This position may also be an advisor and idea generator in the creation and evolution of processes, value-add ESS support items, and internal and external client servicesupport items in multiple formats as ESS continues to evolve.
Additionally, this position functions as a trusted advisor to office leadership, to relay operations best practice changes that will impact local processes.
Supervise ongoing day-to-day ESS projects and tasks within a specific location ensuring quality of work product, and efficient and consistent support and service to include the ability to familiarize, understand and leverage RSM workplace experience support playbooks and actively deliver service according to them, providing input on content as needed.
Collaborate with ESS leaders, operational leaders, and key stakeholders to define and manage goals, schedules, resources, equipment, supplies, and other deliverables that support the business and taking appropriate steps to ensure that support and service is provided in a timely and efficient manner. Be responsible for supervising a location(s) ESS team, including providing supervision, guidance, development, and training, as well as monitoring volume and distribution of workflow for efficiency and quality of work.
Coordinate with other workplace experience support personnel, supervisors, or managers to manage volume and resources on a day-to-day basis.
Monitor schedules to ensure that resources are utilized effectively. Review available resources and facilitate necessary adjustments to align with experience, expertise, specializations, and business priority.
Serve as escalation point of contact for service requests related to support, supplies, equipment or other business needs, and communications with internal clients for assigned location(s). • Participate in projects, tasks and maintain stakeholder relationships to ensure that business needs are met.
Recommend to workplace experience support leadership a selection of service providers by analyzing options provided by internal resources, building maintenance and outside vendors and contractors based on cost and scope of work to be performed.
Ensure that projects are delivered on time and various risk/issues are recognized, ensuring quality and consistent service and support.
Support operational leadership with projects, including best practices, process definition and collaboration with stakeholders to ensure that business needs are met, and projects are delivered on time. • Recognize and determine the appropriate corrective action to ensure that services are delivered on time and within budget and scope.
Escalate to the workplace experience support manager lead or manager as appropriate. • Maintain project documentation to identify, evaluate, plan, monitor and follow-up on active projects, including use and reconciliation of office purchase card
Begin to build strong relationships with leadership within the location(s), firm client service and ESS to ensure constant alignment between the needs of the business and the needs of ESS, and our clients, both internal and external.
Provide input on resource forecasting to the workplace experience support manager or manager lead. Assist with interviewing, selecting, orientation and onboarding, and training of team members at certain levels.
Provide reporting and sensitive information to location leadership with discretion and composure.
Execute priorities as defined by firm, location, and ESS leadership.
Contribute to automation and process improvement through technology, reporting and data analysis. Execute on best practices outlined in workplace experience support playbooks and process improvements to ensure effective and consistent services that contribute to the success of the firm.
Cultivate a culture of growth and foster an inclusive environment to ensure employee engagement and retention.
Provide input on the development of training as appropriate.
Provide effective leadership serving as a performance advisor to workplace experience support team members.
This includes communication of performance expectations including an annual performance descriptor, ongoing performance feedback, employee development plans and growth opportunities.
Responsible for training other team members as needed.
Actively participate in knowledge sharing. Help to cultivate and foster an inclusive environment.
Perform other duties as assigned.
EDUCATION
• Associate degree or 2+ years of experience in related field required
TECHNICAL/SOFT SKILLS (REQUIRED)
Ability to communicate effectively with diverse audiences
Advanced Microsoft Office skills, ability to learn programs/software utilized by the firm
Strong grammar and proofreading knowledge and experience
Ability to prepare presentations, including charts, graphics and tables, speaker notes and handouts, etc.
Ability to problem solve in a fast-paced deadline driven environment • Adept at managing multiple tasks and projects
Demonstrated ability to apply technical/procedural requirements of the position based on knowledge and experience within specialization
Effective organization, prioritization and time management skills, and strong attention to detail • Excellent people skills
Demonstrated ability to impact and influence a diverse population
Ability to manage workflow and expectations with team members, as well as provide guidance/training as needed
Demonstrates professional judgement and emotional intelligence
SPECIAL REQUIREMENTS SPECIFC TO JOB
Ability to lift up to 40 lbs. and stand on your feet for an extended period of time
Must be punctual and able to adapt to changing schedules
Ability to convey instructions clearly and concisely and be responsive when required
Maintains professionalism in demeanor, conversation, and dress
EXPERIENCE
6+ years relevant experience in a related field or area preferred
2+ years of increasing responsibility
1 to 3 years of demonstrated experience managing multiple projects of low to moderate risk
Ability to interact with multiple levels of leadership- Leadership Skills (REQUIRED)
Ability to respond positively to changing circumstances, serve as a model of the change, while having quality-conscious client service, decision-making, conflict resolution and critical thinking skills
Ability to attract, lead, motivate and retain a team, including providing guidance and feedback
Work collaboratively with peer group to provide support across the enterprise particularly during peak times
Works collaboratively with sub-function leadership to provide input and support during the business planning process
Ability to facilitate discussions with leaders
Ability to lead by understanding team dynamics
Ability to manage at a macro level and identify when a refined approach is necessary
Ability to supervise, direct and analyze the results of programs, projects or assignments
Helps build a diverse and inclusive culture in the workplace by cultivating a safe environment to ask questions, share innovative ideas and make suggestions; provides coaching on an informal basis Demonstrates ability to build trust and provide leadership within team
Provides on-the-job training and directs others to relevant development opportunities
PREFERRED REQUIREMENTS
Bachelor's degree
Experience with project management tool(s)
Prior supervisory experience preferred
There is an expectation that you will work in-office five (5) days per week.
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: $66,100 - $110,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$66.1k-110k yearly Auto-Apply 14d ago
Workplace Experience Support Supervisor
RSM 4.4
Boston, MA 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.
* The workplace experience supportsupervisor is responsible for supervising an ESS operations and facilities team for the specific location assigned.
* This position is responsible for providing direction on and coordinating workplace experience support (i.e., facilities, hospitality, and office operations), and working in concert with other ESS solution set team members to ensure adequate office coverage in the assigned location.
* This includes the overall building environment, appearance and safety of employees and building(s) occupied within the assigned geography to ensure that it remains in good working condition. The general operations of the workspace include upkeep of equipment, supplies, and delivery of the associated supportservices.
* This position will also be involved in the coordination and planning of events and meetings.
* The workplace experience supportsupervisor oversees the management and delivery of the office workplace experience for colleagues.
* This position is responsible for ensuring the workplace experience support teams deliver daily office operations, including visitor management, safety, hospitality experiences, reception, and facilities management and in accordance with workplace experience support playbooks, as well as firm policies and guidelines.
* The workplace experience supportsupervisor demonstrates more advanced experience by working closely with a workplace experience support manager or manager lead, and other ESS and firm leadership on helping identifying process improvement opportunities and efficiencies for workplace experience support and will provide quality and consistent support throughout the firm in accordance with RSM policies.
* This position may also be an advisor and idea generator in the creation and evolution of processes, value-add ESS support items, and internal and external client servicesupport items in multiple formats as ESS continues to evolve.
* Additionally, this position functions as a trusted advisor to office leadership, to relay operations best practice changes that will impact local processes.
* Supervise ongoing day-to-day ESS projects and tasks within a specific location ensuring quality of work product, and efficient and consistent support and service to include the ability to familiarize, understand and leverage RSM workplace experience support playbooks and actively deliver service according to them, providing input on content as needed.
* Collaborate with ESS leaders, operational leaders, and key stakeholders to define and manage goals, schedules, resources, equipment, supplies, and other deliverables that support the business and taking appropriate steps to ensure that support and service is provided in a timely and efficient manner. Be responsible for supervising a location(s) ESS team, including providing supervision, guidance, development, and training, as well as monitoring volume and distribution of workflow for efficiency and quality of work.
* Coordinate with other workplace experience support personnel, supervisors, or managers to manage volume and resources on a day-to-day basis.
* Monitor schedules to ensure that resources are utilized effectively. Review available resources and facilitate necessary adjustments to align with experience, expertise, specializations, and business priority.
* Serve as escalation point of contact for service requests related to support, supplies, equipment or other business needs, and communications with internal clients for assigned location(s). • Participate in projects, tasks and maintain stakeholder relationships to ensure that business needs are met.
* Recommend to workplace experience support leadership a selection of service providers by analyzing options provided by internal resources, building maintenance and outside vendors and contractors based on cost and scope of work to be performed.
* Ensure that projects are delivered on time and various risk/issues are recognized, ensuring quality and consistent service and support.
* Support operational leadership with projects, including best practices, process definition and collaboration with stakeholders to ensure that business needs are met, and projects are delivered on time. • Recognize and determine the appropriate corrective action to ensure that services are delivered on time and within budget and scope.
* Escalate to the workplace experience support manager lead or manager as appropriate. • Maintain project documentation to identify, evaluate, plan, monitor and follow-up on active projects, including use and reconciliation of office purchase card
* Begin to build strong relationships with leadership within the location(s), firm client service and ESS to ensure constant alignment between the needs of the business and the needs of ESS, and our clients, both internal and external.
* Provide input on resource forecasting to the workplace experience support manager or manager lead. Assist with interviewing, selecting, orientation and onboarding, and training of team members at certain levels.
* Provide reporting and sensitive information to location leadership with discretion and composure.
* Execute priorities as defined by firm, location, and ESS leadership.
* Contribute to automation and process improvement through technology, reporting and data analysis. Execute on best practices outlined in workplace experience support playbooks and process improvements to ensure effective and consistent services that contribute to the success of the firm.
* Cultivate a culture of growth and foster an inclusive environment to ensure employee engagement and retention.
* Provide input on the development of training as appropriate.
* Provide effective leadership serving as a performance advisor to workplace experience support team members.
* This includes communication of performance expectations including an annual performance descriptor, ongoing performance feedback, employee development plans and growth opportunities.
* Responsible for training other team members as needed.
* Actively participate in knowledge sharing. Help to cultivate and foster an inclusive environment.
* Perform other duties as assigned.
EDUCATION
* Associate degree or 2+ years of experience in related field required
TECHNICAL/SOFT SKILLS (REQUIRED)
* Ability to communicate effectively with diverse audiences
* Advanced Microsoft Office skills, ability to learn programs/software utilized by the firm
* Strong grammar and proofreading knowledge and experience
* Ability to prepare presentations, including charts, graphics and tables, speaker notes and handouts, etc.
* Ability to problem solve in a fast-paced deadline driven environment • Adept at managing multiple tasks and projects
* Demonstrated ability to apply technical/procedural requirements of the position based on knowledge and experience within specialization
* Effective organization, prioritization and time management skills, and strong attention to detail • Excellent people skills
* Demonstrated ability to impact and influence a diverse population
* Ability to manage workflow and expectations with team members, as well as provide guidance/training as needed
* Demonstrates professional judgement and emotional intelligence
SPECIAL REQUIREMENTS SPECIFC TO JOB
* Ability to lift up to 40 lbs. and stand on your feet for an extended period of time
* Must be punctual and able to adapt to changing schedules
* Ability to convey instructions clearly and concisely and be responsive when required
* Maintains professionalism in demeanor, conversation, and dress
EXPERIENCE
* 6+ years relevant experience in a related field or area preferred
* 2+ years of increasing responsibility
* 1 to 3 years of demonstrated experience managing multiple projects of low to moderate risk
* Ability to interact with multiple levels of leadership- Leadership Skills (REQUIRED)
* Ability to respond positively to changing circumstances, serve as a model of the change, while having quality-conscious client service, decision-making, conflict resolution and critical thinking skills
* Ability to attract, lead, motivate and retain a team, including providing guidance and feedback
* Work collaboratively with peer group to provide support across the enterprise particularly during peak times
* Works collaboratively with sub-function leadership to provide input and support during the business planning process
* Ability to facilitate discussions with leaders
* Ability to lead by understanding team dynamics
* Ability to manage at a macro level and identify when a refined approach is necessary
* Ability to supervise, direct and analyze the results of programs, projects or assignments
* Helps build a diverse and inclusive culture in the workplace by cultivating a safe environment to ask questions, share innovative ideas and make suggestions; provides coaching on an informal basis Demonstrates ability to build trust and provide leadership within team
* Provides on-the-job training and directs others to relevant development opportunities
PREFERRED REQUIREMENTS
* Bachelor's degree
* Experience with project management tool(s)
* Prior supervisory experience preferred
* There is an expectation that you will work in-office five (5) days per week.
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: $66,100 - $110,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
$66.1k-110k yearly Easy Apply 19d ago
Tax Supervisor - Private Client Services
Kahn Litwin Renza 4.2
Boston, MA jobs
KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. With more than 350 professionals across eight office locations-including Andover, Boston, Bradenton, Lausanne, Newport, Pawtucket, Providence, and Waltham-KLR delivers assurance, tax, and business advisory services to private and publicly held companies nationwide and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.
We are seeking a Tax Supervisor to join our Private Client Services team in our Boston office.
Job Responsibilities
Technical planning and advising of clients that include high-profile individuals/families, as well as their related entities (including C-Corp, S-Corp, Trusts, and Partnerships)
Work on engagement deliverables (such as tax returns, work papers, etc.); participate in technical and strategic reviews as a member of the engagement team to ensure quality control standards are met; ensure on time delivery and on budget
Prepare or review complex tax returns including partnerships, high net worth individuals, trusts, estates, and foundations
Own client work assigned for completion
Strategize with Managers regarding tax planning
Research tax issues and providing guidance to other staff assigned to engagement
Work closely with less-experienced staff, and assist management in mentoring, coaching, training, supervising, and evaluating staff
Foster a team environment; demonstrate support of management and decisions and build a positive culture
Communicating complex tax issues to non-tax professionals and clients.
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed.
Job Qualifications
Bachelor's Degree in Accounting
4+ years of technical tax experience in public accounting
Strong experience with individual taxation (high net worth)
CPA certification or EA is highly preferred
Researching tax issues to develop effective tax planning strategies
Excellent interpersonal and communication skills (both verbal and written)
Familiarity and willingness to perform all types of tax work from entity to individual
Ability to manage multiple high-level work simultaneously
Ability to translate complex data from a range of sources into client-ready insights and deliverables
Developed public accounting management experience
Trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues.
This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons.
Pay Range:
The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location.
$90,000.00 - $120,000.00
Benefits
KLR offers a wide range of benefits including: health and dental insurance, paid time-off and a competitive retirement savings plan. We offer tuition assistance, in-house education programs and offer employees opportunities for community involvement.
Come join a firm who has recently been recognized as a “Best Place to Work” for 19 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today!
KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.
$90k-120k yearly Auto-Apply 15d ago
Tax Supervisor - Private Client Services
Kahn Litwin Renza 4.2
Boston, MA jobs
KLR is a leading New England Regional Public Accounting Firm, consistently ranked among the Top 100 firms in the United States. With more than 350 professionals across eight office locations-including Andover, Boston, Bradenton, Lausanne, Newport, Pawtucket, Providence, and Waltham-KLR delivers assurance, tax, and business advisory services to private and publicly held companies nationwide and abroad. Recognized as a Best Place to Work for 19 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.
We are seeking a Tax Supervisor to join our Private Client Services team in our Boston office.
Job Responsibilities
Technical planning and advising of clients that include high-profile individuals/families, as well as their related entities (including C-Corp, S-Corp, Trusts, and Partnerships)
Work on engagement deliverables (such as tax returns, work papers, etc.); participate in technical and strategic reviews as a member of the engagement team to ensure quality control standards are met; ensure on time delivery and on budget
Prepare or review complex tax returns including partnerships, high net worth individuals, trusts, estates, and foundations
Own client work assigned for completion
Strategize with Managers regarding tax planning
Research tax issues and providing guidance to other staff assigned to engagement
Work closely with less-experienced staff, and assist management in mentoring, coaching, training, supervising, and evaluating staff
Foster a team environment; demonstrate support of management and decisions and build a positive culture
Communicating complex tax issues to non-tax professionals and clients.
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed.
Job Qualifications
Bachelor's Degree in Accounting
4+ years of technical tax experience in public accounting
Strong experience with individual taxation (high net worth)
CPA certification or EA is highly preferred
Researching tax issues to develop effective tax planning strategies
Excellent interpersonal and communication skills (both verbal and written)
Familiarity and willingness to perform all types of tax work from entity to individual
Ability to manage multiple high-level work simultaneously
Ability to translate complex data from a range of sources into client-ready insights and deliverables
Developed public accounting management experience
Trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues.
This is a full-time position with standard hours of Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours, including some evenings and weekends, will be required during peak busy seasons.
Pay Range:
The salary range for this position is included below. Individual salaries within this range do not include benefits and bonus potential, and are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location.
$90,000.00 - $120,000.00
Benefits
KLR offers a wide range of benefits including: health and dental insurance, paid time-off and a competitive retirement savings plan. We offer tuition assistance, in-house education programs and offer employees opportunities for community involvement.
Come join a firm who has recently been recognized as a “Best Place to Work” for 19 years by the Providence Business Journal and voted as a Top 100 Firm in the country by Accounting Today!
KLR is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.
$90k-120k yearly Auto-Apply 60d+ ago
Construction & Field Support Manager
Empower Brands 4.3
Remote
The Franchise Construction & Field Support Manager serves as the construction subject matter expert, coach, and mentor for Archadeck franchise owners. In this highly influential role, you'll work directly with franchisees - many from non-construction backgrounds - to train, guide, and support them through every aspect of building a successful outdoor living business.
Approximately 70% of your time will focus on launching and ramping up new franchisees, helping them master the Archadeck construction process, hire and manage crews, and deliver projects that exceed homeowner expectations. 20% will focus on supporting established offices to improve production efficiency, profitability, and customer satisfaction. The remaining 10% of time will be spent training new franchisees, prior to launch of their business, in Archadeck construction standards and methods in a classroom environment.
Your mission: ensure every Archadeck location builds beautifully, safely, and profitably - while maintaining the quality and professionalism that define our brand.
Who We're Looking For:
You're a builder and a teacher. You have deep experience in carpentry, residential construction, and project management, but you also love to coach, simplify, and empower others. You're confident leading both classroom and on-site training. You understand how to hire, manage, and motivate subcontractor crews. And above all, you're passionate about helping small business owners grow and succeed.
Qualifications:
5+ years of experience in residential construction, framing, carpentry, hardscapes (pavers or concrete), masonry, roofing or general residential remodeling
Skilled and experienced in managing multiple crews and subcontractors
Experienced in job costing, scheduling, and quality assurance
Strong communicator and coach - able to train new business owners in both group and field settings
Comfortable balancing construction, operations, and relationship management
Familiar with permitting, inspections, and residential building codes
Travel-ready (up to 30%)
Key Area of Responsibilities:
Construction & Production Management Expert - Ensure franchise partners follow Archadeck's construction standards, processes, and best practices from project planning through completion.
Support Franchise Business Consultants (FBCs) in guiding franchisees through design consultations and proprietary pricing software.
Coach franchisees on planning, estimating, and executing outdoor living projects -including how to find, hire, train, and manage subcontractor carpenter crews.
Training & Development
Deliver engaging training to franchise owners on construction standards, production management systems, estimating tools, and product knowledge.
Continually refine training content and methodologies to improve operational efficiency and construction quality.
Serve as an ongoing resource for franchisees needing project support, troubleshooting, or guidance.
Production Program Development
Act as the internal owner for Archadeck's production management tools, software, and workflows.
Partner with IT, Operations, and Design teams to ensure software and systems work seamlessly for franchisees.
Coaching for Growth
Conduct one-on-one coaching sessions with franchise owners.
Analyze business and production metrics to identify opportunities for improvement.
Provide actionable strategies for achieving KPIs in marketing, sales, scheduling, customer satisfaction, and project margin.
Facilitate ongoing communication and accountability through coaching calls and periodic field visits
Performance Monitoring & Reporting:
Track and analyze franchise performance metrics, reporting trends and results to brand leadership.
Communicate progress, risks, and opportunities to the Franchise Operations leadership team.
Key Competencies:
Construction Mastery: Skilled in outdoor living construction, building codes, and job-site operations.
Mentorship Mindset: Patient, encouraging, and skilled at transferring knowledge to non-technical learners.
Operational Discipline: Strong understanding of estimating, scheduling, and process optimization and skilled at bringing clarity and order to complex, fast-moving construction environments."
Communication Excellence: Comfortable presenting in classroom, virtual, and field environments.
Collaborative Leadership: Works seamlessly with internal teams and franchise owners to achieve shared goals.
Why Join Archadeck
Be part of America's premier outdoor living brand with decades of industry leadership.
Help shape the success of entrepreneurs launching their own construction businesses.
Make a real impact - every day you'll see the results of your coaching in the form of beautiful backyards and thriving local businesses.
Competitive compensation, benefits, and opportunities for growth within Empower Brands.
About Archadeck Outdoor Living:
Archadeck Outdoor Living, part of Empower Brands, is the nation's leading designer and builder of custom outdoor living spaces - including decks, porches, patios, fire features and shade structures. With over 70 independently owned locations across North America, we bring design, craftsmanship, and professionalism to every backyard project.
We're growing fast - and we're looking for a Construction Field Support Manager who is passionate about residential construction and about helping others succeed. This is a unique opportunity to blend your field expertise with mentoring and operational coaching to help new and existing franchise owners thrive.
WHO WE ARE:
Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com.
Note:
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time. #LI-remote
$57k-91k yearly est. Auto-Apply 17d ago
Supervisor Mortgage Servicing Oversight
City National Bank 4.9
Boston, MA jobs
WHAT IS THE OPPORTUNITY? We are seeking a Supervisor Mortgage Servicing Oversight to lead our mortgage servicing operations with a focus on compliance and performance excellence. This role involves managing vendor relationships, ensuring subservicers meet contractual obligations and regulatory requirements.Key responsibilities include developing and implementing controls for servicing regulatory themes, conducting regular audits, and establishing a data scorecard to monitor key performance indicators. The supervisor will oversee training initiatives for subservicer staff, create standardized documentation practices, and prepare comprehensive reports for senior leadership.Managing all Servicing Escalations and Client Interactions:The supervisor will also handle escalation management with urgency, addressing any critical issues or breaches in service level agreements swiftly. This role requires effective communication with clients, ensuring their concerns are resolved promptly and professionally. Building strong relationships with clients and providing timely updates will be essential to maintain trust and satisfaction.Collaboration with internal departments such as Analytics, Legal, and Risk is essential to align vendor performance with compliance goals. A commitment to continuous improvement will drive the refinement of controls and processes in response to regulatory changes.
WHAT WILL YOU DO?
* Serve as the primary point of contact for sub-servicers, ensuring communication and coordination.
* Monitor and evaluate sub-servicer performance against contractual obligations and performance standards.
* Develop and implement controls for servicing regulatory themes to ensure adherence to compliance and legal requirements.
* Conduct regular audits of subservicer operations and compliance practices.
* Establish a data scorecard to track key performance indicators (KPIs) related to compliance and service delivery.
* Analyze performance metrics to identify areas for improvement and drive corrective actions.
* Implement training programs for subservicer staff on compliance standards and best practices.
* Update training materials to reflect regulatory changes.
* Define documentation standards to ensure consistency and accountability in operations.
* Prepare and present detailed reports on vendor performance, compliance issues, and risk management to senior leadership.
* Maintain a feedback loop to refine controls and scorecards based on performance data and stakeholder input.
* Stay updated on regulatory changes and adjust processes accordingly.
* Partner with internal departments (Analytics, Legal, Risk) to align vendor performance with organizational compliance goals.
* Oversee default-related activities managed by subservicers, including collections, loss mitigation, bankruptcy, and foreclosure.
* Address and resolve issues or breaches of service level agreements identified through monitoring and audits.
* Build and lead the bank's mortgage department, focusing on strategy, staffing, and revenue goals.
* Create a comprehensive suite of mortgage products and services.
* Establish policies, procedures, and workflows to ensure compliance and operational efficiency.
* Recruit, train, and manage Mortgage Loan Originators (MLOs) and operations staff.
* Drive growth and profitability within the mortgage division.
* Ensure underwriting standards are met and loans comply with regulatory and secondary market guidelines.
* Manage vendor relationships and mortgage software applications.
* Represent the bank in community and civic activities to enhance market presence.
* Manage foreclosure and bankruptcy processes, overseeing files related to default law, including title issues and contested foreclosures.
* Provide oversight of the sub-servicer's foreclosure and bankruptcy attorney network, ensuring proper case management and cost allocation.
* Implement standardized processes and best practices for insurance policy placement to enhance customer experience and ensure compliance.
* Conduct assessments and measurements of sub-servicing activities, particularly focusing on property and casualty insurance matters.
* Establish rigorous quality control measures to maintain high standards of service and compliance.
* Collaborate with stakeholders to evaluate the impact of climate factors on affordability, ownership costs, and Mortgage Servicing Rights (MSR) valuations.
* Train team members and strategic partners on best practices related to foreclosure and bankruptcy.
* Assist the Sub-Servicing Oversight Team in ensuring all sub-servicers and third parties comply with standards and regulatory requirements.
* Engage with investors and insurers to advocate for policies beneficial to all stakeholders.
* Undertake special projects or strategic initiatives as assigned by senior leadership.
* Perform other duties as necessary, including travel.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 12+ years of mortgage servicing experience to include responsible risk management and strategic decision-making and ability to manage complex projects and initiatives
* Minimum of 5 years of Mortgage Default Experience
* Minimum of 5 Years of Mortgage Subservicing Experience
*Additional Qualifications*
* Deep knowledge of mortgage regulations and secondary market guidelines (Fannie Mae, Freddie Mac).
* Running servicing operations and establishing an end to end servicing oversight control for a bank.
* Strong leadership, communication, and analytical skills.
* Proficiency in loan origination software (e.g., Encompass) and Microsoft Office.
* Excellent leadership, consulting, and communication skills, including the ability to lead direct and indirect reports and influence all levels within the organization
* Excellent negotiation skills and highly collaborative planning ability, excellent diplomacy, tact, judgment, problem-solving and decision-making skills
* Ability to think critically and strategically and drive change; capability of successfully managing multiple projects concurrently
* Strong quantitative, governance, and analytical abilities
* Ability to solve complex problems and drive structure through ambiguity
* Strong verbal and written communication skills with ability to provide effective challenge to senior management and cross functional leadership
* Advanced proficiency in Microsoft Office technologies (PowerPoint, Excel, Word, Visio)
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $0 - $0 per hour. Exact compensation may vary based on skills, experience, and location.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$113k-146k yearly est. 13d ago
Supervisor Mortgage Servicing Oversight
City National Bank 4.9
San Francisco, CA jobs
WHAT IS THE OPPORTUNITY? We are seeking a Supervisor Mortgage Servicing Oversight to lead our mortgage servicing operations with a focus on compliance and performance excellence. This role involves managing vendor relationships, ensuring subservicers meet contractual obligations and regulatory requirements.Key responsibilities include developing and implementing controls for servicing regulatory themes, conducting regular audits, and establishing a data scorecard to monitor key performance indicators. The supervisor will oversee training initiatives for subservicer staff, create standardized documentation practices, and prepare comprehensive reports for senior leadership.Managing all Servicing Escalations and Client Interactions:The supervisor will also handle escalation management with urgency, addressing any critical issues or breaches in service level agreements swiftly. This role requires effective communication with clients, ensuring their concerns are resolved promptly and professionally. Building strong relationships with clients and providing timely updates will be essential to maintain trust and satisfaction.Collaboration with internal departments such as Analytics, Legal, and Risk is essential to align vendor performance with compliance goals. A commitment to continuous improvement will drive the refinement of controls and processes in response to regulatory changes.
WHAT WILL YOU DO?
* Serve as the primary point of contact for sub-servicers, ensuring communication and coordination.
* Monitor and evaluate sub-servicer performance against contractual obligations and performance standards.
* Develop and implement controls for servicing regulatory themes to ensure adherence to compliance and legal requirements.
* Conduct regular audits of subservicer operations and compliance practices.
* Establish a data scorecard to track key performance indicators (KPIs) related to compliance and service delivery.
* Analyze performance metrics to identify areas for improvement and drive corrective actions.
* Implement training programs for subservicer staff on compliance standards and best practices.
* Update training materials to reflect regulatory changes.
* Define documentation standards to ensure consistency and accountability in operations.
* Prepare and present detailed reports on vendor performance, compliance issues, and risk management to senior leadership.
* Maintain a feedback loop to refine controls and scorecards based on performance data and stakeholder input.
* Stay updated on regulatory changes and adjust processes accordingly.
* Partner with internal departments (Analytics, Legal, Risk) to align vendor performance with organizational compliance goals.
* Oversee default-related activities managed by subservicers, including collections, loss mitigation, bankruptcy, and foreclosure.
* Address and resolve issues or breaches of service level agreements identified through monitoring and audits.
* Build and lead the bank's mortgage department, focusing on strategy, staffing, and revenue goals.
* Create a comprehensive suite of mortgage products and services.
* Establish policies, procedures, and workflows to ensure compliance and operational efficiency.
* Recruit, train, and manage Mortgage Loan Originators (MLOs) and operations staff.
* Drive growth and profitability within the mortgage division.
* Ensure underwriting standards are met and loans comply with regulatory and secondary market guidelines.
* Manage vendor relationships and mortgage software applications.
* Represent the bank in community and civic activities to enhance market presence.
* Manage foreclosure and bankruptcy processes, overseeing files related to default law, including title issues and contested foreclosures.
* Provide oversight of the sub-servicer's foreclosure and bankruptcy attorney network, ensuring proper case management and cost allocation.
* Implement standardized processes and best practices for insurance policy placement to enhance customer experience and ensure compliance.
* Conduct assessments and measurements of sub-servicing activities, particularly focusing on property and casualty insurance matters.
* Establish rigorous quality control measures to maintain high standards of service and compliance.
* Collaborate with stakeholders to evaluate the impact of climate factors on affordability, ownership costs, and Mortgage Servicing Rights (MSR) valuations.
* Train team members and strategic partners on best practices related to foreclosure and bankruptcy.
* Assist the Sub-Servicing Oversight Team in ensuring all sub-servicers and third parties comply with standards and regulatory requirements.
* Engage with investors and insurers to advocate for policies beneficial to all stakeholders.
* Undertake special projects or strategic initiatives as assigned by senior leadership.
* Perform other duties as necessary, including travel.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 12+ years of mortgage servicing experience to include responsible risk management and strategic decision-making and ability to manage complex projects and initiatives
* Minimum of 5 years of Mortgage Default Experience
* Minimum of 5 Years of Mortgage Subservicing Experience
*Additional Qualifications*
* Deep knowledge of mortgage regulations and secondary market guidelines (Fannie Mae, Freddie Mac).
* Running servicing operations and establishing an end to end servicing oversight control for a bank.
* Strong leadership, communication, and analytical skills.
* Proficiency in loan origination software (e.g., Encompass) and Microsoft Office.
* Excellent leadership, consulting, and communication skills, including the ability to lead direct and indirect reports and influence all levels within the organization
* Excellent negotiation skills and highly collaborative planning ability, excellent diplomacy, tact, judgment, problem-solving and decision-making skills
* Ability to think critically and strategically and drive change; capability of successfully managing multiple projects concurrently
* Strong quantitative, governance, and analytical abilities
* Ability to solve complex problems and drive structure through ambiguity
* Strong verbal and written communication skills with ability to provide effective challenge to senior management and cross functional leadership
* Advanced proficiency in Microsoft Office technologies (PowerPoint, Excel, Word, Visio)
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $0 - $0 per hour. Exact compensation may vary based on skills, experience, and location.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$105k-136k yearly est. 13d ago
Supervisor Mortgage Servicing Oversight
City National Bank 4.9
Concord, NH jobs
WHAT IS THE OPPORTUNITY? We are seeking a Supervisor Mortgage Servicing Oversight to lead our mortgage servicing operations with a focus on compliance and performance excellence. This role involves managing vendor relationships, ensuring subservicers meet contractual obligations and regulatory requirements.Key responsibilities include developing and implementing controls for servicing regulatory themes, conducting regular audits, and establishing a data scorecard to monitor key performance indicators. The supervisor will oversee training initiatives for subservicer staff, create standardized documentation practices, and prepare comprehensive reports for senior leadership.Managing all Servicing Escalations and Client Interactions:The supervisor will also handle escalation management with urgency, addressing any critical issues or breaches in service level agreements swiftly. This role requires effective communication with clients, ensuring their concerns are resolved promptly and professionally. Building strong relationships with clients and providing timely updates will be essential to maintain trust and satisfaction.Collaboration with internal departments such as Analytics, Legal, and Risk is essential to align vendor performance with compliance goals. A commitment to continuous improvement will drive the refinement of controls and processes in response to regulatory changes.
WHAT WILL YOU DO?
* Serve as the primary point of contact for sub-servicers, ensuring communication and coordination.
* Monitor and evaluate sub-servicer performance against contractual obligations and performance standards.
* Develop and implement controls for servicing regulatory themes to ensure adherence to compliance and legal requirements.
* Conduct regular audits of subservicer operations and compliance practices.
* Establish a data scorecard to track key performance indicators (KPIs) related to compliance and service delivery.
* Analyze performance metrics to identify areas for improvement and drive corrective actions.
* Implement training programs for subservicer staff on compliance standards and best practices.
* Update training materials to reflect regulatory changes.
* Define documentation standards to ensure consistency and accountability in operations.
* Prepare and present detailed reports on vendor performance, compliance issues, and risk management to senior leadership.
* Maintain a feedback loop to refine controls and scorecards based on performance data and stakeholder input.
* Stay updated on regulatory changes and adjust processes accordingly.
* Partner with internal departments (Analytics, Legal, Risk) to align vendor performance with organizational compliance goals.
* Oversee default-related activities managed by subservicers, including collections, loss mitigation, bankruptcy, and foreclosure.
* Address and resolve issues or breaches of service level agreements identified through monitoring and audits.
* Build and lead the bank's mortgage department, focusing on strategy, staffing, and revenue goals.
* Create a comprehensive suite of mortgage products and services.
* Establish policies, procedures, and workflows to ensure compliance and operational efficiency.
* Recruit, train, and manage Mortgage Loan Originators (MLOs) and operations staff.
* Drive growth and profitability within the mortgage division.
* Ensure underwriting standards are met and loans comply with regulatory and secondary market guidelines.
* Manage vendor relationships and mortgage software applications.
* Represent the bank in community and civic activities to enhance market presence.
* Manage foreclosure and bankruptcy processes, overseeing files related to default law, including title issues and contested foreclosures.
* Provide oversight of the sub-servicer's foreclosure and bankruptcy attorney network, ensuring proper case management and cost allocation.
* Implement standardized processes and best practices for insurance policy placement to enhance customer experience and ensure compliance.
* Conduct assessments and measurements of sub-servicing activities, particularly focusing on property and casualty insurance matters.
* Establish rigorous quality control measures to maintain high standards of service and compliance.
* Collaborate with stakeholders to evaluate the impact of climate factors on affordability, ownership costs, and Mortgage Servicing Rights (MSR) valuations.
* Train team members and strategic partners on best practices related to foreclosure and bankruptcy.
* Assist the Sub-Servicing Oversight Team in ensuring all sub-servicers and third parties comply with standards and regulatory requirements.
* Engage with investors and insurers to advocate for policies beneficial to all stakeholders.
* Undertake special projects or strategic initiatives as assigned by senior leadership.
* Perform other duties as necessary, including travel.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 12+ years of mortgage servicing experience to include responsible risk management and strategic decision-making and ability to manage complex projects and initiatives
* Minimum of 5 years of Mortgage Default Experience
* Minimum of 5 Years of Mortgage Subservicing Experience
*Additional Qualifications*
* Deep knowledge of mortgage regulations and secondary market guidelines (Fannie Mae, Freddie Mac).
* Running servicing operations and establishing an end to end servicing oversight control for a bank.
* Strong leadership, communication, and analytical skills.
* Proficiency in loan origination software (e.g., Encompass) and Microsoft Office.
* Excellent leadership, consulting, and communication skills, including the ability to lead direct and indirect reports and influence all levels within the organization
* Excellent negotiation skills and highly collaborative planning ability, excellent diplomacy, tact, judgment, problem-solving and decision-making skills
* Ability to think critically and strategically and drive change; capability of successfully managing multiple projects concurrently
* Strong quantitative, governance, and analytical abilities
* Ability to solve complex problems and drive structure through ambiguity
* Strong verbal and written communication skills with ability to provide effective challenge to senior management and cross functional leadership
* Advanced proficiency in Microsoft Office technologies (PowerPoint, Excel, Word, Visio)
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $0 - $0 per hour. Exact compensation may vary based on skills, experience, and location.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$96k-124k yearly est. 13d ago
Supervisor Mortgage Servicing Oversight
City National Bank 4.9
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? We are seeking a Supervisor Mortgage Servicing Oversight to lead our mortgage servicing operations with a focus on compliance and performance excellence. This role involves managing vendor relationships, ensuring subservicers meet contractual obligations and regulatory requirements.Key responsibilities include developing and implementing controls for servicing regulatory themes, conducting regular audits, and establishing a data scorecard to monitor key performance indicators. The supervisor will oversee training initiatives for subservicer staff, create standardized documentation practices, and prepare comprehensive reports for senior leadership.Managing all Servicing Escalations and Client Interactions:The supervisor will also handle escalation management with urgency, addressing any critical issues or breaches in service level agreements swiftly. This role requires effective communication with clients, ensuring their concerns are resolved promptly and professionally. Building strong relationships with clients and providing timely updates will be essential to maintain trust and satisfaction.Collaboration with internal departments such as Analytics, Legal, and Risk is essential to align vendor performance with compliance goals. A commitment to continuous improvement will drive the refinement of controls and processes in response to regulatory changes.
WHAT WILL YOU DO?
* Serve as the primary point of contact for sub-servicers, ensuring communication and coordination.
* Monitor and evaluate sub-servicer performance against contractual obligations and performance standards.
* Develop and implement controls for servicing regulatory themes to ensure adherence to compliance and legal requirements.
* Conduct regular audits of subservicer operations and compliance practices.
* Establish a data scorecard to track key performance indicators (KPIs) related to compliance and service delivery.
* Analyze performance metrics to identify areas for improvement and drive corrective actions.
* Implement training programs for subservicer staff on compliance standards and best practices.
* Update training materials to reflect regulatory changes.
* Define documentation standards to ensure consistency and accountability in operations.
* Prepare and present detailed reports on vendor performance, compliance issues, and risk management to senior leadership.
* Maintain a feedback loop to refine controls and scorecards based on performance data and stakeholder input.
* Stay updated on regulatory changes and adjust processes accordingly.
* Partner with internal departments (Analytics, Legal, Risk) to align vendor performance with organizational compliance goals.
* Oversee default-related activities managed by subservicers, including collections, loss mitigation, bankruptcy, and foreclosure.
* Address and resolve issues or breaches of service level agreements identified through monitoring and audits.
* Build and lead the bank's mortgage department, focusing on strategy, staffing, and revenue goals.
* Create a comprehensive suite of mortgage products and services.
* Establish policies, procedures, and workflows to ensure compliance and operational efficiency.
* Recruit, train, and manage Mortgage Loan Originators (MLOs) and operations staff.
* Drive growth and profitability within the mortgage division.
* Ensure underwriting standards are met and loans comply with regulatory and secondary market guidelines.
* Manage vendor relationships and mortgage software applications.
* Represent the bank in community and civic activities to enhance market presence.
* Manage foreclosure and bankruptcy processes, overseeing files related to default law, including title issues and contested foreclosures.
* Provide oversight of the sub-servicer's foreclosure and bankruptcy attorney network, ensuring proper case management and cost allocation.
* Implement standardized processes and best practices for insurance policy placement to enhance customer experience and ensure compliance.
* Conduct assessments and measurements of sub-servicing activities, particularly focusing on property and casualty insurance matters.
* Establish rigorous quality control measures to maintain high standards of service and compliance.
* Collaborate with stakeholders to evaluate the impact of climate factors on affordability, ownership costs, and Mortgage Servicing Rights (MSR) valuations.
* Train team members and strategic partners on best practices related to foreclosure and bankruptcy.
* Assist the Sub-Servicing Oversight Team in ensuring all sub-servicers and third parties comply with standards and regulatory requirements.
* Engage with investors and insurers to advocate for policies beneficial to all stakeholders.
* Undertake special projects or strategic initiatives as assigned by senior leadership.
* Perform other duties as necessary, including travel.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 12+ years of mortgage servicing experience to include responsible risk management and strategic decision-making and ability to manage complex projects and initiatives
* Minimum of 5 years of Mortgage Default Experience
* Minimum of 5 Years of Mortgage Subservicing Experience
*Additional Qualifications*
* Deep knowledge of mortgage regulations and secondary market guidelines (Fannie Mae, Freddie Mac).
* Running servicing operations and establishing an end to end servicing oversight control for a bank.
* Strong leadership, communication, and analytical skills.
* Proficiency in loan origination software (e.g., Encompass) and Microsoft Office.
* Excellent leadership, consulting, and communication skills, including the ability to lead direct and indirect reports and influence all levels within the organization
* Excellent negotiation skills and highly collaborative planning ability, excellent diplomacy, tact, judgment, problem-solving and decision-making skills
* Ability to think critically and strategically and drive change; capability of successfully managing multiple projects concurrently
* Strong quantitative, governance, and analytical abilities
* Ability to solve complex problems and drive structure through ambiguity
* Strong verbal and written communication skills with ability to provide effective challenge to senior management and cross functional leadership
* Advanced proficiency in Microsoft Office technologies (PowerPoint, Excel, Word, Visio)
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $0 - $0 per hour. Exact compensation may vary based on skills, experience, and location.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$103k-132k yearly est. 13d ago
Residential Loan Servicing Supervisor
Sharon 4.0
Brockton, MA jobs
We are seeking a hands-on Residential Loan ServicingSupervisor 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
Supportservicing 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
$29-36 hourly 42d ago
Ski Area Group Services and Event Supervisor
Corporate Office 4.5
Woodsville, NH jobs
As grand as the history behind it, the Omni Mount Washington Resort & Spa, located in Bretton Woods, New Hampshire, is gracious in ambiance and generous in amenities. A favorite New England retreat of presidents, poets and celebrities, the hotel delights every sense with enchanting music, refined dining and luxurious décor.
Omni Mount Washington Resort & Spa's associates enjoy a dynamic and exciting work environment, comprehensive training and mentoring, along with the pride that comes from working for a company with a reputation for exceptional service. The Omni Mount Washington Resort & Spa is committed to serve our associates and nurture their growth. We embody a culture of respect, gratitude and empowerment each day. If you are a friendly, motivated person, with a passion to serve others, the Omni Mount Washington Resort & Spa may be your perfect match.
Job Description
The Ski Event & Group Supervisor is responsible for organizing, planning, and overseeing the execution of events, groups, special programs at the Ski Area, Nordic Center, and Golf Shop.
Our team members enjoy a wealth of benefits and perks, including:
Comprehensive healthcare coverage with options for medical, dental, and vision plans.
Paid time off for relaxation and rejuvenation.
Financial security through a 401(K) matching plan and pre-tax Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA).
A great voluntary benefits program that includes: critical illness, hospital indemnity, and accident coverage, life and AD&D insurance, legal services, and identity theft protection, access to whole life insurance, telemedicine, and pet insurance.
Complementary Golf, Skiing and Riding.
Discounts on dining, retail, and spa services, as well as savings on ski, golf rentals, and other activities.
Supportservices including an Employee Assistance Program (EAP), TravelConnect for emergencies while traveling, and adoption services.
Join us and thrive in an environment where your well-being is valued and supported.
Responsibilities
Assists with the development of innovative programs, coordinates and implements activities for special events, social programs, and corporate groups.
Creates and updates spec sheets for recreation and events, releasing, and distributing information resort wide.
Coordinates all special events for year-round planning and programming.
Responsible for generating Banquet Event Orders, spec sheets, agendas, check requests, special lodging requests and all other necessary paperwork for activities and special events.
Maintains files for each special event, including lectures, artists, entertainers, etc.
Maintains an inventory of props, supplies, signage, and equipment used for special events.
Evaluates and summarizes each special event and follows up with the appropriate executives in a timely and accurate manner.
Works in all areas of the Recreation Department as needed.
Attends all activities and events meetings.
Work with Competition Manger on organizing and implementing ski races.
Maintains communications with all departments throughout the resort regarding groups and special events, working closely with Activities & Events Department, Ski ops, Sales, Banquet and Set-up departments to ensure smooth, properly scheduled events.
Assisting Sales and Ticket Managers with processing of group tickets, including printing and reconciliation.
Coordinates all recreation and ski area groups and works closely with Ticket and Sales Managers.
Contributes to team effort by accomplishing related results as needed.
Coordinates all special events for year-round planning and programming.
Contributes to team effort by accomplishing related results as needed.
Qualifications
Working Environment:
Subject to working in a crowded environment, long periods of walking and standing, indoor/outdoor weather conditions, long periods of computer work.
Must be able to lift up to 25lbs and pull and push up to 50lbs.
Equipment to be used includes, but not limited to: computer, fax machine, copier, scanner and digital camera.
Must be available to work flexible hours, including evenings and weekends and holidays.
Omni Hotels & Resorts is an equal opportunity/AA/Disability/Veteran employer. The EEO is the Law poster and its supplement are available using the following links: EEOC is the Law Poster and the following link is the OFCCP's Pay Transparency Nondiscrimination policy statement
$54k-68k yearly est. Auto-Apply 8d ago
Member Service Supervisor (Santee)
San Diego County Credit Union 4.4
Santee, CA jobs
Job Description
The position of Member ServiceSupervisor is established to provide supervisory, operational and leadership support to a full service branch office of the credit union. Maintains quality service standards set by the organization.
Minimum Qualifications (Education, Experience, Skills)
2 years of college experience or 3 years of relevant experience with a high school diploma.
Must possess strong cash handling background with 2 years of previous teller experience.
Strong human relations and organization skills.
Supervisory ability; demonstrated knowledge of policies and procedures in the financial services industry.
Demonstrated success in planning, organizing, leading and oversight of people and activities.
Professional and effective interaction, verbal and written communication skills.
Organization skills sufficient to successfully manage multiple projects, establish priorities and meet deadlines.
Track record of applying critical thinking and emotional intelligence skills in a wide variety of situations.
Essential Duties and Responsibilities
Schedule MSRs and ensure area is properly staffed at all times. Promote quality member service.
Assist members as necessary, serving as an FSR or MSR. Set up assigned cash drawer to provide coverage during lunches and peak periods. Handle members' complaints and concerns as they arise.
Participate in the hiring, training, coaching, supervision and performance evaluations of MSRs as directed by management. Assist with planning and conducting branch huddles and meetings. Act as a positive role model to staff and assist MSRs with improving performance. Promote high morale and teamwork within the branch.
Maintain branch cash control using established policies and procedures. Schedule and perform surprise cash counts and monthly audits of vault.
Assist in balancing of MSRs' cash drawers; assist in locating outages; administer MSR over/short policy; monitor and correct deposit errors.
Monitor and ensure compliance of Large Currency Transaction Reporting (CTR) and Bank Secrecy Act (BSA).
Approve checks over MSR limits and authorize check exceptions. Provide overrides, ensuring that sound judgment, and that risk is mitigated to provide options and to meet members' needs.
Implement changes in policy and procedures, ensuring MSRs' compliance.
Coach and develop MSRs to actively participate in campaigns, contests, one on ones with management, and meetings. Assist MSRs with their continuing education regarding product knowledge and techniques to effectively perform their job duties to meet or exceed performance goals.
Delegate and monitor auditing (to include negotiable items, daily work, membership applications, etc.). Assist with additional audits as requested by management.
Distribute and assign MSR back office duties and oversee their completion by using effective time management skills.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform Office of Foreign Assets Control (OFAC) comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Provide managerial oversight of the activities for areas of responsibility, including assigned staff and functional deliverables of the team.
Demonstrate leadership in words and actions on a daily basis; act as role model for success and engagement. Create a positive work environment conducive to trust and transparency.
Responsible for the performance management of staff, to include daily feedback, coaching and mentoring; administration of appraisals that are timely and meaningful. Identify and address deficiencies constructively. Continually support, encourage and motivate team members toward ongoing growth and development.
Consult with Human Resources (HR) on issues outside of the normal scope of performance or behavior. Report all issues of safety or legal consequence immediately and surface undesirable patterns as they are discovered. Partner with HR on all employment decisions, and refer requests for changes in terms or scheduling to the HR department.
Monitor approved schedules, review and approve timesheets of staff, and ensure all expenses are reported as per company policy. Schedule and provide staff the opportunity for meal and rest breaks, while ensuring operational coverage is maintained.
Other Duties & Responsibilities
May serve on ad hoc committees.
Perform other duties as assigned.
Physical Demands and Work Environment
While performing the duties of this position, the employee is regularly required to talk and hear; to reach with hands and arms, use hands to finger, handle or feel objects, tools or controls. The employee is occasionally required to walk, stoop, kneel, crouch or crawl. The noise level in the work environment is usually moderate.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
The noise level in the work environment is usually moderate.
Mon-Fri- 8:30-5:30
Sat.- 8:30-2:30
Sun- Off
Full time 40 hours per week
$33k-47k yearly est. 22d ago
Account Servicing Supervisor
Veros Credit, LLC 4.2
Ontario, CA jobs
About Us
Veros Credit is committed to making vehicle ownership possible for everyone. Through our vast network of independent and franchise dealers, we have helped countless customers with their financing needs, allowing them to drive off in the vehicle they deserve.
We realize that our greatest assets are our employees, which is why we strive to make work welcoming and fun but offer limitless opportunities for growth and advancement. At Veros Credit, you can look forward to company events, free meals quarterly, holiday activities, and more. You will be greeted by friendly, positive, and ambitious team members, and work alongside leaders who encourage and value your new ideas. We are proud to say that it is this sense of community that makes us excited to walk through the door every day.
Some of our benefit offerings include:
Medical, Dental, and Vision Insurance
Life Insurance
Flexible Spending Accounts (FSA)
Accident, Hospital, Indemnity Insurance
Short Term Disability (STD) and Long-Term Disability (LTD) Insurance
Employee Assistance Program (EAP)
401(k) Plan
Employee Stock Ownership Plan (ESOP)
Tuition Reimbursement
Paid Holidays
Paid Time Off (PTO)
Transportation Reimbursement Benefit (Mass Transit, Carpool, and Plug-In Electric Vehicle)
Referral Bonus
Quarterly lunches
Daily fresh fruit
Office Starbucks Coffee/Latte/Espresso Machine
And a lot more!
About The Position
The Account ServicingSupervisor will oversee a team of Loan Servicing Specialists and will be responsible for ensuring that the team meets their goals by providing operational support, coaching, training, and leadership throughout the loan servicing process. The Loan ServicingSupervisor will also be responsible for collecting on delinquent auto loans.
Essential Responsibilities:
Provide training, coaching, and support to Loan Servicing Specialists.
Provide strategies and alternative solutions to Loan Servicing Specialists to reduce delinquency.
Ensure that assigned teams meet their daily, weekly, and monthly goals.
Follow and ensure compliance with all company policies and procedures as well as the Fair Debt Collection Practice Act (FDCPA).
Negotiate payment arrangements with borrowers, including offering suggestions as to how they can meet their obligations, proposing alternative payment methods, and establishing payment procedures.
Monitor accounts to ensure the borrower's commitment to pay is kept.
Speak to borrowers who attempt to voluntarily surrender their vehicle or to keep their vehicle while maintaining loan arrangements.
Accurately and professionally document account information and collection activities.
Utilize skip tracing tools and reference sources to identify and locate delinquent borrowers.
Other duties as assigned.
Essential Requirements:
Bilingual (English/Spanish) required.
5+ years of progressive experience in the subprime auto lending industry with at least 2 years of supervisory experience.
Strong leadership skills such as communication, critical thinking, problem-solving, planning and organizing, decision making and delegation with the ability to manage and direct the work of others.
Ability to read, interpret and apply federal, state, and local collections regulations.
Ability to interact with customers in a professional, tactful, and sensitive manner.
Ability to thrive in a fast-paced work environment and to work independently and as part of a team.
Available to work a flexible work schedule and overtime as needed.
High School Diploma or GED.
Salary: $70,304.00 - $82,160.00 annually + Bonus
Veros Credit, LLC is an equal opportunity employer.
**This Organization Participates in E-Verify
Keywords:
Automotive, Auto Finance, Automobile, Subprime, Prime, Unsecure Loans, Dealerships, Independent Dealerships, Franchise Dealerships, Skip-tracing, Skip Tracer, Skip Trace, Auto Dialer, Auto Dialing, Vehicle Repossessions, Repayment Plans, Deficiency, Customer Service, Consumer Finance, Collections, Collector, Collecting, Loss Recovery, Collateral Recovery, Post Charge Off, Negotiate, Negotiation, Negotiator, Call Center, Bilingual, Spanish, FDCPA, Noble
$70.3k-82.2k yearly Auto-Apply 7d ago
Account Servicing Supervisor
Veros Credit, LLC 4.2
Santa Ana, CA jobs
About Us
Veros Credit is committed to making vehicle ownership possible for everyone. Through our vast network of independent and franchise dealers, we have helped countless customers with their financing needs, allowing them to drive off in the vehicle they deserve.
We realize that our greatest assets are our employees, which is why we strive to make work welcoming and fun but offer limitless opportunities for growth and advancement. At Veros Credit, you can look forward to company events, free meals quarterly, holiday activities, and more. You will be greeted by friendly, positive, and ambitious team members, and work alongside leaders who encourage and value your new ideas. We are proud to say that it is this sense of community that makes us excited to walk through the door every day.
Some of our benefit offerings include:
Medical, Dental, and Vision Insurance
Life Insurance
Flexible Spending Accounts (FSA)
Accident, Hospital, Indemnity Insurance
Short Term Disability (STD) and Long-Term Disability (LTD) Insurance
Employee Assistance Program (EAP)
401(k) Plan
Employee Stock Ownership Plan (ESOP)
Tuition Reimbursement
Paid Holidays
Paid Time Off (PTO)
Transportation Reimbursement Benefit (Mass Transit, Carpool, and Plug-In Electric Vehicle)
Referral Bonus
Quarterly lunches
Daily fresh fruit
Office Starbucks Coffee/Latte/Espresso Machine
And a lot more!
About The Position
The Account ServicingSupervisor will oversee a team of Loan Servicing Specialists and will be responsible for ensuring that the team meets their goals by providing operational support, coaching, training, and leadership throughout the loan servicing process. The Loan ServicingSupervisor will also be responsible for collecting on delinquent auto loans.
Essential Responsibilities:
Provide training, coaching, and support to Loan Servicing Specialists.
Provide strategies and alternative solutions to Loan Servicing Specialists to reduce delinquency.
Ensure that assigned teams meet their daily, weekly, and monthly goals.
Follow and ensure compliance with all company policies and procedures as well as the Fair Debt Collection Practice Act (FDCPA).
Negotiate payment arrangements with borrowers, including offering suggestions as to how they can meet their obligations, proposing alternative payment methods, and establishing payment procedures.
Monitor accounts to ensure the borrower's commitment to pay is kept.
Speak to borrowers who attempt to voluntarily surrender their vehicle or to keep their vehicle while maintaining loan arrangements.
Accurately and professionally document account information and collection activities.
Utilize skip tracing tools and reference sources to identify and locate delinquent borrowers.
Other duties as assigned.
Essential Requirements:
Bilingual (English/Spanish) required.
5+ years of progressive experience in the subprime auto lending industry with at least 2 years of supervisory experience.
Strong leadership skills such as communication, critical thinking, problem-solving, planning and organizing, decision making and delegation with the ability to manage and direct the work of others.
Ability to read, interpret and apply federal, state, and local collections regulations.
Ability to interact with customers in a professional, tactful, and sensitive manner.
Ability to thrive in a fast-paced work environment and to work independently and as part of a team.
Available to work a flexible work schedule and overtime as needed.
High School Diploma or GED.
Salary: $70,304.00 - $82,160.00 annually + Bonus
Veros Credit, LLC is an equal opportunity employer.
**This Organization Participates in E-Verify
Keywords:
Automotive, Auto Finance, Automobile, Subprime, Prime, Unsecure Loans, Dealerships, Independent Dealerships, Franchise Dealerships, Skip-tracing, Skip Tracer, Skip Trace, Auto Dialer, Auto Dialing, Vehicle Repossessions, Repayment Plans, Deficiency, Customer Service, Consumer Finance, Collections, Collector, Collecting, Loss Recovery, Collateral Recovery, Post Charge Off, Negotiate, Negotiation, Negotiator, Call Center, Bilingual, Spanish, FDCPA, Noble
$70.3k-82.2k yearly Auto-Apply 7d ago
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