Leasing Specialist jobs at Continental Realty Co. - 32 jobs
Leasing Consultant, Timbercroft Apartments
Vesta Corporation 4.8
Owings Mills, MD jobs
Be a part of the best team in Property Management!
Vesta Management
is seeking to hire an experienced, customer service focused, results driven Leasing Consultant to support operations at
Timbercroft Apartments
in
Owings Mills
, MD
. If you have a proven track record of leasing apartments, a passion for customer service and a drive to achieve results, we want to hear from you!
What we Offer:
At Vesta, we take pride in hiring the best talent in Property Management. We work hard and we have fun doing so. In addition to our generous benefits package, we offer service awards, performance bonuses, team member appreciation events and opportunities for growth. Our benefits include:
Medical, dental & vision insurance
Company matched 401(K)
Paid time off- Vacation, sick, floating holidays
12 additional paid holidays
Tuition Reimbursement
PetPlan Pet Insurance
Employee Assistance Program
Long & Short-Term Disability Insurance
AND MORE
The Leasing Consultant is responsible for all activities related to achieving maximum occupancy at the property, to include generating and handling telephone and on-site traffic, showing “ready” apartments, closing the lease, qualifying prospects, completing all related paperwork and activities to ensure a timely move-in as well as conducting the move-in. Leasing Consultants provide high quality prospect and resident service.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Fosters a positive, active and collaborative relationship with residents, communities, and associated agencies.
Responsible for keeping reception area clean with professional surroundings.
Assist management with administrative detail with all projects, phones, faxes, filing, typing, mailings, and rental payment processing. Maintain accurate record of all resident transactions issuing resident receipts as necessary.
Answer and direct incoming calls to the appropriate team member. When the appropriate team member is unavailable, ensure proper follow up.
Listen and address resident concerns/requests timely, to ensure resident satisfaction or if their requests are unreasonable, ensure they receive a response regarding our action/inaction.
Greet, introduce, welcome and convey benefits of the property to prospective residents and visitors.
Interview prospective residents and assess their needs and qualifications. This should include securing a completed welcome card and/or application from the prospective resident. Enter prospective resident information into the property data system.
Schedule application intakes, interviews, processing and preparation of applications, and their distribution.
Accompany prospective residents to apartments, discuss size and layout, terms of lease, and available facilities, i.e., swimming pool, laundry, shopping centers, services available.
Qualify prospective residents, based on property program requirements and the tenant selection plan.
May be expected to calculate rent, based on property program/procedures or rent schedule.
Complete appropriate lease forms/documents and collect reservation deposit (if applicable), security deposit, and initial or prorated rent.
Handle marketing outreach to include interacting with neighborhood groups, local employers, community organizations and any other sources of prospecting and lead generation with a focus on converting leads into rentals.
Conduct marketing surveys and regularly review traffic reports, share trends with Property Manager.
Assist with and attend resident retention initiatives (i.e., resident functions, promotions, monthly newsletters, etc.).
Assist with property-issued communications/notices (i.e., bad weather, emergency, etc.).
Gather, prepare, and execute lease renewals, and intake and prepare for processing interim recertification, annual recertification and other documentation as required by local, state and federal agencies. Secure all required applicant and resident signatures, for administrative processes.
Maintain documentation and filing procedures and systems in accordance with Vesta's SOP.
Process information in property management software regularly, i.e.., work orders, certifications, deposits and all pertinent resident documentation.
Prior to showing an apartment, a model, or any aspect or amenity of the community, ensure that it meets Vesta quality standards and expectations.
Report any maintenance or physical property needs to the Property Manager and/or Maintenance personnel.
Input work order and service requests, in property data system, and communicate to maintenance.
Assist in the achievement of property financial goals.
Consistently maintain property rules and regulations in accordance with property-based programs, Vesta's SOP as well as all state, federal and/or local laws.
Preserves and respects resident, applicant, employee and company confidentiality.
Develop and maintain linkages with area resources regarding information and services available to address residents' needs.
Promote a positive social climate that fosters residents' well-being.
Develop relationships with area third party providers available to address the social and recreational needs of the community. Organize events and on-site programming, provided by third-party providers, for residents.
Maintain information on relevant referral resources i.e. accessing rent/utility assistance, housekeeping, and local supportive service providers in assisting residents to obtain income through employment, SSI or SSD, etc.
Coordinate quarterly special events at all properties.
Identify leaders among residents to volunteer and/or lead social and recreational functions in the community. Encourage volunteerism and resident participation in events.
Document contact with residents, providers, and families. Keep resident files current.
Prepare and circulate statistics from a variety of sources for financial, legal and administrative requirements.
Other duties as assigned by management.
Knowledge, Skills and Abilities:
Excellent interpersonal skills; strong verbal communication skills.
Able to work independently; self-motivated, takes initiative.
Able to multitask and prioritize efficiently.
Ability to determine varying nature of calls/issues and identify the priority level.
Accepts responsibility and accountability.
Honest and trustworthy; displays integrity.
Professional, in appearance and action.
Shows adaptability.
Organized and detailed.
Basic math proficiency required.
Interested? APPLY NOW!!!
Requirements
Required Education and Experience:
HS diploma or equivalent, plus 2 years of related experience.
Experience in a property management or apartment community and/or with affordable housing programs strongly preferred.
Additional Eligibility Qualifications:
Multilingual skills strongly preferred
Ability to use and communicate through email required.
Previous customer service experience
Strong computer skills; including MS Office suite, Outlook, and property management software.
Successful completion of a background check and drug screening required.
Valid Driver's License and clean driving record required.
Vesta is an Equal Opportunity/Affirmative Action Employer. Vesta has an ongoing commitment to a diverse workplace free of discrimination and harassment. Vesta recruits, hires, trains, and promotes individuals in all job titles without regard to any protected characteristic, including but not limited to race, color, creed, religion, ancestry, sexual orientation, genetic information, national origin, age, sex, physical or mental disability, being a disabled veteran, veteran of the Vietnam era, or other eligible veteran, or any other protected category under any state or Federal laws. At Vesta, we are committed to a fair and equitable workplace.
Salary Description $20.00-$22.00/hr.
$20-22 hourly 1d ago
Looking for a job?
Let Zippia find it for you.
Commercial Bank Leasing Specialist - Raleigh, NC
First National Bank (FNB Corp 3.7
Raleigh, NC jobs
Primary Office Location: 501 Fayetteville Street. Raleigh, North Carolina. 27601. Join our team. Make a difference - for us and for your future. Commercial Bank LeasingSpecialist Business Unit: BCSI Reports to: Equipment Finance Commercial Segment Sales Manager
Position Overview:
This position is primarily responsible for developing business from new prospects and interacts with existing customers and commercial bankers to increase sales revenue for Bank Capital Services (BCSI) and the corporation.
Primary Responsibilities:
Work with commercial bankers, commercial clients and prospects identifying equipment finance transactions. Promotes equipment finance capabilities within the bank customer and prospect base with a focus on new business origination. Candidate must have a thorough knowledge of equipment finance pricing and structuring documentation including the true lease product.
Services current commercial bank clients financing needs for capital equipment purchases. Meets with lessees on equipment acquisitions and closes leases and equipment finance.
Develops prospects and expands commercial client and end user volume in a designated geography. Attends Bank cross functional meetings to develop opportunities with Regional Managers' bank clients. Monitors competitive landscape and keep bank RM's informed of market conditions.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
5
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in a sales and relationship position related to commercial banking or leasing
Knowledge of business finance and the ability to read and evaluate financial statements
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Valid Drivers License
Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck)
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$32k-35k yearly est. Auto-Apply 51d ago
Leasing Consultant, Tabco Towers
Vesta Corporation 4.8
Towson, MD jobs
Be a part of the best team in Property Management!
Vesta Management
is seeking to hire an experienced, customer service focused, results driven Leasing Consultant to support operations at
Tabco Towers
in
Towson, MD
. If you have a proven track record of leasing apartments, a passion for customer service and a drive to achieve results, we want to hear from you!
What we Offer:
At Vesta, we take pride in hiring the best talent in Property Management. We work hard and we have fun doing so. In addition to our generous benefits package, we offer service awards, performance bonuses, team member appreciation events and opportunities for growth. Our benefits include:
Medical, dental & vision insurance
Company matched 401(K)
Paid time off- Vacation, sick, floating holidays
12 additional paid holidays
Tuition Reimbursement
PetPlan Pet Insurance
Employee Assistance Program
Long & Short-Term Disability Insurance
AND MORE
The Leasing Consultant is responsible for all activities related to achieving maximum occupancy at the property, to include generating and handling telephone and on-site traffic, showing “ready” apartments, closing the lease, qualifying prospects, completing all related paperwork and activities to ensure a timely move-in as well as conducting the move-in. Leasing Consultants provide high quality prospect and resident service.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Fosters a positive, active and collaborative relationship with residents, communities, and associated agencies.
Responsible for keeping reception area clean with professional surroundings.
Assist management with administrative detail with all projects, phones, faxes, filing, typing, mailings, and rental payment processing. Maintain accurate record of all resident transactions issuing resident receipts as necessary.
Answer and direct incoming calls to the appropriate team member. When the appropriate team member is unavailable, ensure proper follow up.
Listen and address resident concerns/requests timely, to ensure resident satisfaction or if their requests are unreasonable, ensure they receive a response regarding our action/inaction.
Greet, introduce, welcome and convey benefits of the property to prospective residents and visitors.
Interview prospective residents and assess their needs and qualifications. This should include securing a completed welcome card and/or application from the prospective resident. Enter prospective resident information into the property data system.
Schedule application intakes, interviews, processing and preparation of applications, and their distribution.
Accompany prospective residents to apartments, discuss size and layout, terms of lease, and available facilities, i.e., swimming pool, laundry, shopping centers, services available.
Qualify prospective residents, based on property program requirements and the tenant selection plan.
May be expected to calculate rent, based on property program/procedures or rent schedule.
Complete appropriate lease forms/documents and collect reservation deposit (if applicable), security deposit, and initial or prorated rent.
Handle marketing outreach to include interacting with neighborhood groups, local employers, community organizations and any other sources of prospecting and lead generation with a focus on converting leads into rentals.
Conduct marketing surveys and regularly review traffic reports, share trends with Property Manager.
Assist with and attend resident retention initiatives (i.e., resident functions, promotions, monthly newsletters, etc.).
Assist with property-issued communications/notices (i.e., bad weather, emergency, etc.).
Gather, prepare, and execute lease renewals, and intake and prepare for processing interim recertification, annual recertification and other documentation as required by local, state and federal agencies. Secure all required applicant and resident signatures, for administrative processes.
Maintain documentation and filing procedures and systems in accordance with Vesta's SOP.
Process information in property management software regularly, i.e.., work orders, certifications, deposits and all pertinent resident documentation.
Prior to showing an apartment, a model, or any aspect or amenity of the community, ensure that it meets Vesta quality standards and expectations.
Report any maintenance or physical property needs to the Property Manager and/or Maintenance personnel.
Input work order and service requests, in property data system, and communicate to maintenance.
Assist in the achievement of property financial goals.
Consistently maintain property rules and regulations in accordance with property-based programs, Vesta's SOP as well as all state, federal and/or local laws.
Preserves and respects resident, applicant, employee and company confidentiality.
Develop and maintain linkages with area resources regarding information and services available to address residents' needs.
Promote a positive social climate that fosters residents' well-being.
Develop relationships with area third party providers available to address the social and recreational needs of the community. Organize events and on-site programming, provided by third-party providers, for residents.
Maintain information on relevant referral resources i.e. accessing rent/utility assistance, housekeeping, and local supportive service providers in assisting residents to obtain income through employment, SSI or SSD, etc.
Coordinate quarterly special events at all properties.
Identify leaders among residents to volunteer and/or lead social and recreational functions in the community. Encourage volunteerism and resident participation in events.
Document contact with residents, providers, and families. Keep resident files current.
Prepare and circulate statistics from a variety of sources for financial, legal and administrative requirements.
Other duties as assigned by management.
Knowledge, Skills and Abilities:
Excellent interpersonal skills; strong verbal communication skills.
Able to work independently; self-motivated, takes initiative.
Able to multitask and prioritize efficiently.
Ability to determine varying nature of calls/issues and identify the priority level.
Accepts responsibility and accountability.
Honest and trustworthy; displays integrity.
Professional, in appearance and action.
Shows adaptability.
Organized and detailed.
Basic math proficiency required.
Interested? APPLY NOW!!!
Requirements
Required Education and Experience:
HS diploma or equivalent, plus 2 years of related experience.
Experience in a property management or apartment community and/or with affordable housing programs strongly preferred.
Additional Eligibility Qualifications:
Multilingual skills strongly preferred
Ability to use and communicate through email required.
Previous customer service experience
Strong computer skills; including MS Office suite, Outlook, and property management software.
Successful completion of a background check and drug screening required.
Valid Driver's License and clean driving record required.
Vesta is an Equal Opportunity/Affirmative Action Employer. Vesta has an ongoing commitment to a diverse workplace free of discrimination and harassment. Vesta recruits, hires, trains, and promotes individuals in all job titles without regard to any protected characteristic, including but not limited to race, color, creed, religion, ancestry, sexual orientation, genetic information, national origin, age, sex, physical or mental disability, being a disabled veteran, veteran of the Vietnam era, or other eligible veteran, or any other protected category under any state or Federal laws. At Vesta, we are committed to a fair and equitable workplace.
Salary Description $20.00-$22.00/hr.
$20-22 hourly 1d ago
Leasing Professional-Part time
CLS Living 4.8
Salisbury, MD jobs
At CLS Living, our mission is simple: to deliver an unparalleled resident experience and foster an exceptional workplace environment. We are committed to building a world-class team of passionate individuals who thrive in a culture of positivity, creativity, and continuous growth.
Each day brings new opportunities to innovate, lead, and make a meaningful impact. We take pride in our vibrant, design-forward communities and in the devoted teams who manage them with care and integrity. Our success starts with our people-and when our team thrives, our residents do too.
Company Perks
Unparalleled company culture
Opportunities for growth and advancement
Fun and flexible work environment
Professional development assistance
Responsibilities The Job At-A-Glance
We are looking to add a Part Time Leasing Professional to join our team, a key member of our CLS Living Family. As a Leasing Professional, you will provide first-class customer service to prospects and residents, ensuring that all resident requests are handled promptly and professionally. You will help create a professional and welcoming office environment.
Property Administration
Focus on improving and maintaining the property's curb appeal and cleanliness; contribute wherever possible.
Assist Managers with implementing and maintaining a thorough annual marketing plan. Collaborate closely with Managers to fully utilize all potential marketing avenues and share new ideas.
Perform and record daily follow-up with all prospects; identify and communicate ways to overcome obstacles and close deals.
Maintain strong product knowledge of the property and competitors through consistent market research.
Work with the Manager to establish, implement, and monitor leasing goals and renewal programs to meet required occupancy.
Assist with cleaning the office, common areas, grounds, and apartments as needed to ensure a professional and inviting property, office, and model appearance.
Fill in for other positions when necessary and assist with after-hours emergencies.
Customer Experience & Sales
Ensure the website, listing sites, social media, and marketing materials are always up to date, professional, and appealing. Monitor these platforms regularly and promptly communicate any concerns or opportunities for improvement to the Manager.
Assist Managers in planning, advertising, and managing resident functions and events.
Coordinate advertising events on campus and create partnerships with schools and student programs.
Actively network with student housing professionals in your market, monitor competitors, and build relationships with other industry professionals.
Help Managers maintain a positive reputation and strong relationships with the school and community.
Promote harmonious relations among residents, parents, staff, and the surrounding community while enforcing company policies and standards.
Conduct outreach by spending necessary time on campus and at local businesses to foster cross-advertising and positive relationships.
Ensure property management software is accurate and up to date at all times.
Perform lease processing, administration, and other administrative duties as needed.
The activities listed above may not be all inclusive.
Qualifications Qualifications
Two to Three years in a sales or customer service role.
Excellent written and verbal communication skills.
Strong organization and analytical skills.
Intermediate to advanced skills in Microsoft Office Suite and Entrata software.
Exceptional customer service skills.
Ability to market and sell the community.
Excellent time management and ability to prioritize work.
Who You Are
We're looking for someone who thrives in a fast-paced, hands-on environment and who sees every challenge as an opportunity to improve the resident experience. The ideal candidate will:
Be a passionate mentor and team builder, invested in the growth and development of others.
Act as an ambassador of the CLS Living culture, bringing energy, pride, and leadership to the community.
Have a personal drive to excel, grow within the company, and take ownership of their role.
Possess an entrepreneurial spirit, always looking for innovative ways to enhance operations, resident satisfaction, and property performance.
Demonstrate a solutions-first mindset, handling challenges with professionalism and integrity.
We conduct criminal background and drug screening.
CLS Living is very proud to be recognized as a certified Great Places to Work company. CLS Living is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by applicable federal, state or local laws. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.Pay Range USD $15.00 - USD $16.00 /Hr.
$15-16 hourly Auto-Apply 15d ago
Leasing Professional
CLS Living 4.8
Salisbury, MD jobs
At CLS Living, our mission is simple: to deliver an unparalleled resident experience and foster an exceptional workplace environment. We are committed to building a world-class team of passionate individuals who thrive in a culture of positivity, creativity, and continuous growth.
Each day brings new opportunities to innovate, lead, and make a meaningful impact. We take pride in our vibrant, design-forward communities and in the devoted teams who manage them with care and integrity. Our success starts with our people-and when our team thrives, our residents do too.
Company Benefits & Perks
We believe in rewarding our team with benefits that support both personal and professional well-being:
Generous Paid Time Off (PTO)
401(k) with Company Matching
Comprehensive Health, Dental, and Vision Insurance
Health Savings Account (HSA) & Flexible Spending Account (FSA)
Life Insurance & Parental Leave
Employee Assistance Program (EAP)
Relocation Assistance
Professional Development & Advancement Opportunities
Supportive, Fun, and Flexible Work Environment
Access to an Unmatched Company Culture that values individuality and innovation
Responsibilities The Job At-A-Glance:
We are excited to add a Leasing Professional to our CLS Living family. As a Leasing Professional, you will be an essential part of our team, delivering first-class customer service to prospects and residents. You will handle resident requests promptly and professionally while creating a welcoming and professional office environment that reflects our company's commitment to excellence.
Key Responsibilities:Property Administration
Assist with maintaining and improving property curb appeal and cleanliness.
Support Managers in developing and executing annual marketing plans, ensuring all potential marketing avenues are utilized effectively.
Conduct consistent daily follow-up with all prospects; identify obstacles and actively work to close leases.
Maintain up-to-date, thorough product knowledge of the property and competitive market through research and networking.
Collaborate with Managers to establish, implement, and monitor leasing goals and renewal programs to meet occupancy targets.
Keep the office, common areas, grounds, and model units clean and professional at all times.
Provide support by filling in for other team members and assist with after-hours emergencies as needed.
Customer Experience & Sales
Ensure all online presence-including website, listing sites, social media, and marketing materials-are current, professional, and engaging.
Monitor digital platforms regularly and promptly report any issues or opportunities for improvement to management.
Assist Managers in planning, advertising, and managing resident functions and community events.
Coordinate on-campus advertising events and build partnerships with schools and student organizations.
Actively network with local student housing professionals and competitors to stay informed of market trends and build collaborative relationships.
Promote and maintain positive relations with residents, parents, staff, and the broader community while enforcing company policies and standards.
Spend time on campus and in local businesses to foster cross-advertising and strengthen community ties.
Ensure property management software is accurate and up to date.
Perform lease processing, administration, and other related administrative tasks as required.
May not be all inclusive.
Qualifications Qualifications
Two to Three years in a sales or customer service role.
Excellent written and verbal communication skills.
Strong organization and analytical skills.
Intermediate to advanced skills in Microsoft Office Suite and Entrata software.
Exceptional customer service skills.
Ability to market and sell the community.
Excellent time management and ability to prioritize work.
We conduct criminal background and drug screening
Who You Are
We're looking for someone who thrives in a fast-paced, hands-on environment and who sees every challenge as an opportunity to improve the resident experience. The ideal candidate will:
Be a passionate mentor and team builder, invested in the growth and development of others.
Act as an ambassador of the CLS Living culture, bringing energy, pride, and leadership to the community.
Have a personal drive to excel, grow within the company, and take ownership of their role.
Possess an entrepreneurial spirit, always looking for innovative ways to enhance operations, resident satisfaction, and property performance.
Demonstrate a solutions-first mindset, handling challenges with professionalism and integrity.
We conduct criminal background and drug screening.
CLS Living is very proud to be recognized as a certified Great Places to Work company. CLS Living is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by applicable federal, state or local laws. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.Pay Range USD $15.00 - USD $16.00 /Hr.
$15-16 hourly Auto-Apply 17d ago
Associate, Specialty Leasing
Simon Property Group Inc. 4.8
Clarksburg, MD jobs
PRIMARY PURPOSE: The primary purpose of this position is to provide a structured learning environment for the first year of employment. The SLA will learn to locate, evaluate and develop potential local leasing tenants and income-generating opportunities for shopping center properties (both common area and temporary in-line), negotiate Lease Agreements to achieve the financial objectives of the properties, refer prospective tenants for approval, and coordinate Short-term Leasing administration and tenant presentation. The incumbent will have oversight responsibility for multiple properties as assigned.
PRINCIPAL RESPONSIBILITIES:
The successful candidate's responsibilities will include, but not be limited to:
Locate, identify and evaluate potential Specialty Leasing (SL) tenants and other income sources for shopping center properties in both common area and in-line vacancies.
* Develop and implement plan to include regularly attending trade shows, review publications and canvass the area to identify retailers and other potential income generating tenants.
* Develop and maintain relationships with prospective LL tenants and existing mall tenants.
* Network with area leasing representatives and industry associates.
* Identify and develop new leasable locations in the common area.
Negotiate Lease Agreements:
* Establish SL rent guidelines and income objectives for properties based on analysis of sales, permanent leases and income goals of the property.
* Negotiate Lease Agreements and submit tenant information, terms, locations and use clause for approval.
* Generate SL income for assigned properties to achieve assigned SL financial goals.
* Ensure maximum occupancy and minimum downtime occurs.
* Support in-line leasing efforts by assisting in identifying, developing local tenants into potential permanent tenants.
Report to and work with the Specialty Leasing Manager to achieve property and overall SL program goals.
* Submit regular weekly reports to identify deal making, forecasting, revenue goal achievement and other program implementation status.
* Assist Vice President - Specialty Leasing and Specialty Leasing Manager in identifying and completion of SL national tenant deals.
* Assist in identifying potential new multiple-mall and national tenants. Refer prospect to Specialty Leasing Manager or directly to other Simon Property Group properties.
Coordinate SL-related administrative duties with Mall Managers and other Property Management staff.
* Coordinate completion of Lease Agreements, SL program administration and SL tenant setup.
* Monitor rent collection, income transmittals, sales reporting and the accurate processing of Lease Agreements.
* Monitor monthly and quarterly property and Home Office SL income and expense reports.
Assist Mall Managers in achieving the acceptable merchandising and visual presentations.
* Monitor placement if units/tenants in the common area.
* Coordinate merchandise mix with leasing to ensure best use of the space.
* Communicate required Specialty Leasing visual presentation standard to the tenants.
* Coordinate activity of Visual Merchandiser and tenant.
MINIMUM QUALIFICATIONS:
* A bachelor's degree in a business related discipline
* One or two years of general business, sales, leasing or retail experience
* Basic math and accounting skills
* Well-developed interpersonal and negotiating skills
* Effective oral and written communication skills
* Resourcefulness, creativity and a well-developed awareness of design principles
* Some overnight travel may be required
$26k-30k yearly est. Auto-Apply 41d ago
Drive-By Occupancy Inspections - Hilton Head Island, SC / Beaufort County
National Mortgage Field Services 3.9
Hilton Head Island, SC jobs
Great job for Uber Drivers, Lyft, Door Dash, Uber Eats, Pizza delivery, etc. What Do Mortgage Field Service Contractors Do?
By law, mortgage companies and banks are required to document the occupancy and physical condition of all mortgaged loans. To do this they send a Property Inspector to the physical property to take specific photos and to reasonably determine if the property is occupied or vacant. The property inspector then reports the general condition of the property using a mobile app.
Mortgage Field Service Inspectors are Property Inspectors who:
*Determine if a property is occupied or vacant.
*Rate the property as Good, Fair, or Poor.
*Take photos of the property using your smart cell phone.
*Fill out a form on your cell phone using a downloadable app.
*Answer multiple choice questions about the property condition.
REQUIREMENTS:
*Must be able to pass a criminal background check.
*Must have dependable transportation (good gas mileage is a plus).
*Must have a smartphone (Android or iPhone).
*Must have a printer/scanner (or easy access to both).
*Must a desktop/laptop or tablet to print forms.
INCOME and ASSIGNMENTS:
Income-based on area and volume.
Most inspectors can complete several inspections an hour.
Rural areas may pay more per inspection on average.
The faster inspections are completed, the more inspections are provided.
Based on 1099 contractor work. No resume required.
$49k-75k yearly est. Auto-Apply 11d ago
Wire Specialist
Burke & Herbert Bank & Trust 4.4
Preston, MD jobs
Provides support to the Wire Department for processing incoming and outgoing wire transfers. This is a responsible, non-supervisory position that acts as a resource for customers, departments, and branch staff.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Performs daily wire activities which include the review, approval, and transmission of wire transfer information via the bank and the Federal Reserve systems in accordance with policy and established procedures.
Responsible for the preparation of various daily and monthly reports using a variety of Core system applications, performs imaging activities, and assists in bank settlement via balancing procedures.
Initiates research for wires when necessary, assists with the fulfillment of document and reporting requests from auditors/examiners and any other area as needed, and participates in preparing responses to research requests, document requests, etc. in a clear and timely manner.
Handle high workloads, competing demands, interruptions, and distractions with poise and ease.
Provides assistance to customers and bank employees regarding wire transfer transactions.
Keeps up to date on banking rules and regulations to maintain proficient knowledge and awareness of regulatory developments and industry trends.
Completes ongoing training and/or processing wires in compliance with Bank standards, federal laws and regulations including the Bank's AML/BSA Policy.
Perform other/additional duties as assigned.
Skills/Abilities
Excellent customer service skills.
Excellent organization skills, strong attention to details, strong analytical skills, and proficient in data entry skills.
Excellent oral and written communication skills with emphasis on telephone and email communications.
Ability to establish and maintain effective working relationships with co-workers and Bank officials.
Ability to work independently and complete job functions following procedures and risk protocols.
Proficient with a variety of server and/or PC based software systems, and in the use of all types of standard office equipment.
Education and Experience
High School Diploma or equivalent required.
Wire processing experience preferred.
Proficient in Microsoft Office.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a fast-paced clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.
Travel
Travel may be required for this position.
This position is classified as non-exempt, and as such it is paid on an hourly basis. The pay range for this position is $17.00 per hour to $20.00 per hour. Other compensation includes overtime paid at one and one-half times the normal hourly rate for any hours worked in excess of 40 in a workweek.
This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
$17-20 hourly Auto-Apply 60d+ ago
Leasing Consultant - Modera Loso
Mill Creek Residential 4.6
Charlotte, NC jobs
The Leasing Consultant position is the primary point of contact for residents and prospective residents. Providing outstanding customer service and demonstrating sales excellence are essential. The Leasing Consultant will guide prospects in choosing new and exciting homes. This position will support residents throughout the lifecycle of their residency.
Essential Functions/Responsibilities
Sales and Marketing
Warmly greet prospective residents and create a personal connection while determining needs and preferences
Professionally present the community and apartments along with specific features and benefits
Correctly complete all lease applications, assist with application verification, and notify prospective resident of results in a timely manner
Manage and convert prospect leads into leases to achieve leasing goals. Follow up with all leads and prospects that did not lease
Call or visit competitive properties to update market survey on a monthly basis. Stay informed and aware of rents, specials and events promoted by competitors
Answer telephone calls and return voicemail (prospect calls, resident issues, service requests, etc.)
Enter accurate and timely data into appropriate information systems and prepare leasing reports for the Manager as requested. Manage Entrata tasks and leads daily
Ensure the office, clubroom, apartment models, and “market ready” units are in impeccable condition
Share promotional ideas and events for marketing timeline
Assist in Social Media advertising as directed by the Manager
Assist in the preparation of move-ins such as walking apartment, preparing move-in gift, preparing move-in package (including keys, passes, etc.) as directed by the Manager
Familiar with the surrounding neighborhood and ready to confidently share information with prospects and residents
Address and complete all other duties as assigned
Customer Service
Understand and support the customer experience vision for Mill Creek Residential
Communicate service guarantees and customer service standards to prospective and current residents
Take ownership to personally address and resolve customer concerns in a timely professional manner
Support new residents during move-in process. Assist with lease renewals, move-outs and resident transfers
Contribute ideas for improving resident satisfaction to the Community Manager
Participate in monthly property renewal program with informative letters, friendly telephone calls, and/or other means of encouraging communication as needed to increase resident retention
Accept service requests from residents and route to service department for prompt processing. Follow up to ensure the request has been completed and resident is satisfied
Physically inspect property when on the grounds, pick up litter, and report any service needs to the maintenance staff and Manager
Address and complete all other duties as assigned
Embody the Mill Creek mission, values and brand promise in all that he or she does
Operational Standards
Complete all new lease and renewal paperwork, including related addendums
Attend any training classes/meetings as required or recommended by management
Update daily activity report, notices to vacate, leases, cancellations, transfers, renewals, etc., and provide information to the Community Manager
Enter accurate and timely data into appropriate information systems. Manage Entrata tasks and leads daily
Post Craigslist ads daily to generate traffic
Strive for a 25% conversion ratio of tours to new leases through effective selling and follow through skills
Know and adhere to all policies and procedures contained in the manuals issued by Mill Creek Residential or as otherwise communicated (verbally or in writing) to associates
Ensure compliance with all Federal, State and local laws. Consistently abide by Fair Housing regulations
Address and complete all other duties as assigned
Education and/or Experience
High School diploma or equivalent (GED) preferred
Commitment to, and passionate for, providing outstanding customer service
Strong communication skills (written and verbal)
Multi Family or related property management experience, retails sales or hospitality experience
Skills/Specialized Knowledge
Clearly communicate, speak, read, and write in English as demonstrated by clear and concise written and verbal communication
Ability to take ownership of resident issues and/or concerns and come to a resolution
In depth knowledge of community, inventory, pricing and availability as well as neighborhood and local community
Continuous research of area competitors such as pricing, amenities, features etc.
Computer skills including Microsoft Word, Excel, Entrata, Yardi and Revenue Management Software
Ability to perform basic arithmetic skills such as measurement, addition, subtraction, multiplication and division
Operate general office equipment, such as, but not limited to, personal computer, tablet, telephone and successfully program fobs and other electronic devices
Capable of travelling between two or more communities, if necessary
Report to work on time, work assigned schedules (including weekends) and accurately document/verify time worked
About the Benefits of joining the Mill Creek Team
Competitive compensation
Comprehensive medical, dental and vision
Employer sponsored short and long term disability, Life and ADD insurance
401k with employer matching
Paid time off benefits: Vacation, Sick, Holidays
$30k-38k yearly est. 21d ago
Portfolio Specialist - Capital Appreciation Strategies Suite
T. Rowe Price 4.5
Baltimore, MD jobs
External Description:
The Portfolio Specialist is a senior member of the investment organization responsible for supporting T. Rowe Price's Capital Appreciation franchise. The investment strategies within this franchise are multi-asset investing across equities and fixed income.
The Portfolio Specialist partners closely with portfolio managers and investment teams to represent the strategies in meetings and communications with institutional and intermediary prospects, clients, consultants, and internal stakeholders. A primary objective of the role is to leverage the time portfolio managers spend in client-facing activities, enabling greater focus on the investment process while ensuring high-quality investment communication and client engagement.
The role requires deep investment knowledge, strong commercial judgment, and the ability to clearly articulate portfolio construction, risk management, and performance outcomes to sophisticated audiences.
Willing to consider a remote arrangement.
Responsibilities
Serve as a primary investment representative for the strategies within the Capital Appreciation franchise in meetings with institutional and intermediary prospects, clients, and consultants, alongside sales and client service partners.
Support asset gathering and retention efforts through effective communication of the strategies investment philosophy, objectives, portfolio positioning, and performance.
Maintain in-depth knowledge of the strategies, including equity and fixed income exposures, security selection, asset allocation, and risk management.
Provide clear performance attribution and market context, with an emphasis on how each strategy seeks to deliver its stated objective
Own the investment message for the franchise and partner with internal teams (portfolio analysts, institutional writers, marketing, and RFP teams) to ensure accuracy and consistency across all client-facing materials.
Collaborate closely with portfolio managers and analysts by attending investment meetings and staying aligned with evolving views and portfolio decisions.
Partner effectively with portfolio specialists in other regions to support global sales efforts.
Educate internal distribution, consultant relations, and client service teams in group and one-on-one settings.
Contribute to broader market and portfolio construction discussions when appropriate, including non-product-specific conversations related to capital markets and risk management.
Travel as required to support client, consultant, and internal engagement.
Qualifications
Required:
Bachelor's degree from an accredited institution.
Minimum 7-10 years of experience in the investment management industry.
Strong buy-side experience, preferably in portfolio management, investment research, equity or multi-asset investing, or institutional and/or intermediary client-facing roles.
Deep understanding of equity and fixed income markets, asset allocation, and risk-aware investment strategies.
Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences.
Proven track record of successful franchise management focused on growing and servicing a diverse client base.
Exceptional interpersonal, communication, presentation, and relationship-management skills.
Ability to operate effectively in a collaborative, fast-paced, and unstructured environment.
High level of personal integrity, motivation, and service orientation.
High energy level and drive to succeed coupled with the poise and temperament necessary to work effectively in a team environment.
Preferred:
Prior experience working directly with portfolio managers or investment teams.
MBA and/or CFA designation strongly preferred.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
City:
State:
Community / Marketing Title: Portfolio Specialist - Capital Appreciation Strategies Suite
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$36k-58k yearly est. 15d ago
RFP Specialist
T. Rowe Price 4.5
Baltimore, MD jobs
External Description:
The Request for Proposal (RFP) Specialist plays a critical role in analyzing, coordinating and integrating qualitative and quantitative information in order to meet the firm's client servicing and sales objectives across business segments. The RFP Specialist acts with supervision to ensure outputs including, but not limited to: Request for Proposal (RFP), Request for Information (RFI), and Annual Due Diligence Questionnaires (DDQ) are created accurately and timely in accordance with client expectations.
Role Summary
Prepares, customizes, and manages content for deadline-driven requests for proposal and from prospects and current clients.
Responsibilities
Prepares first drafts of custom due diligence and proposal documentation for current and prospective clients.
Communicates and coordinates with subject matter expert teams to provide input into client requests, including sales, account management, marketing, legal, etc.
Identifies new material or answers that need to be added to the request for proposal content database. Works with subject matter experts to periodically review the database content to ensure accuracy and completeness.
Responsible for production phase of the request for proposal process, including the formatting of the final response, exhibits, and printing. Ensures quality and completion of final copies and distribution.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
4+ years of total relevant work experience
Preferred:
Detailed oriented
Strong project management skills, highly organized
Experience with deadline driven work and strong time management skills
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home: Tuesday and Wednesday are mandatory in office days, as well as a third day of choice.
City:
State:
Community / Marketing Title: RFP Specialist
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$36k-58k yearly est. 60d+ ago
BWS Specialist
DMA-Ducharme 4.1
Tabor City, NC jobs
Requirements
Key Requirements:
Experience: Minimum of 1-2 years of experience in a warehouse, distribution center, or manufacturing environment. Prior experience with order picking processes is strongly preferred.
Education: High school diploma or GED required. Additional training or certification in warehouse operations, forklift operation, or logistics is a plus.
Technical Skills: Familiarity with barcode scanners, mobile devices, and basic warehouse management software required. Ability to read pick lists and maintain accurate records of material handling.
Attention to Detail: Demonstrated ability to ensure accuracy in order picking, labeling, and inventory handling. Basic math and measurement skills required to verify product counts and specifications.
Communication & Interpersonal Skills: Ability to communicate effectively in English, both verbally and in writing. Must be able to follow written instructions, safety rules, and standard operating procedures, and interact positively with team members and supervisors.
Professionalism & Reliability: Dependable, adaptable, and committed to maintaining a positive attitude in a fast-paced environment. Willingness to adjust to fluctuating business demands, including overtime or schedule changes.
Work Ethic & Adaptability: Consistently demonstrates responsibility, timeliness, and a focus on safety. Ability to thrive in a team-oriented environment with changing priorities.
Drug Test Requirement: This position is subject to pre-employment drug screening.
Reporting Structure:
Reports directly to the DC Supervisors, BWS/LS Lead, and/or DC Manager.
This position has no direct reports.
Physical Requirements:
The BWS/LS Specialist role requires consistent physical activity and stamina to perform warehouse functions effectively.
Mobility: Frequent walking and navigating the warehouse floor.
Standing & Walking: Must be able to stand and walk for the majority of the shift.
Lifting & Carrying: Regularly required to lift, carry, push, or pull items weighing up to 50 lbs unassisted.
Manual Dexterity: Ability to operate scanners, tablets, and material handling equipment while safely and efficiently processing orders.
Work Environment: Work performed in a warehouse setting with exposure to noise, dust, and temperature fluctuations. Personal protective equipment (PPE) is provided and required.
Travel Requirements:
This position may require occasional travel to various distribution centers within the company's network, as part of labor shifting, training, and other business-related needs. Travel requirements will vary based on operational demands and are subject to change as needed.
FSLA Classification: Non-Exempt
Equal Opportunity and Accommodation Statement:
DMA Industries, LLC is proud to be an Equal Opportunity Employer. We are committed to building a diverse and inclusive workplace where all employees are respected, valued, and empowered. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. We also recognize the importance of accessibility and are committed to providing reasonable accommodations to individuals with disabilities throughout the hiring process and during employment. If you require assistance or accommodation at any stage of the application or employment process, please inform us so that we may support your needs appropriately.
$36k-67k yearly est. 5d ago
Closing Specialist
Farm Credit Services of America 4.7
Westminster, MD jobs
Are you looking for a new opportunity with career development/training, the ability to work in a collaborative team environment, and a great work/life balance?
Horizon Farm Credit is seeking one Closing Specialist to join our team. The qualified candidates may work in either the Mechanicsburg, PA, Westminster, MD, Denton, MD, Reedsville, PA, or Chambersburg, PA branch location. The hours of operations are typically, Monday to Friday from 8 a.m. to 4:30 p.m. This position is eligible for a hybrid work schedule after 6 months of successful employment. This is a great opportunity to make a difference in agriculture and rural communities while growing your career in a supportive work environment.
Position Description: As a Closing Specialist, you'll apply your legal knowledge and document-handling skills to guide approved loans through the closing process by working directly with lenders and customers to provide a clean hand-off to the processing team. Ensures that conditions for closing are met, and any documentation needed is saved to the file. You will be responsible for reviewing the file early to communicate with processing managers or the legal department as needed.
Areas of responsibility include:
Closing Support
Clear all conditions for approved loans before sending them to the processing team.
Clear all pre-closing conditions and ensure documentation is complete.
Confirm insurance condition is met by contacting the borrower or agent.
Schedule preliminary closing with the attorney.
Confirm rate lock information and expiration.
For electronic loan closings, confirm all signers (including non-borrowers) have emails on file.
If changes are made at approval include any additional collateral, confirm that searches and/or appraisals are ordered as needed.
If changes are made at approval including any additional business entity involvement, confirm that all entity documents are collected.
Work directly with borrowers to address all other conditions.
Documentation Support
Confirm all needed documentation from the borrower is collected before moving to loan processing.
Confirm business entity docs are collected and signers are properly identified.
Confirm out-of-footprint loans are coordinated with Legal.
Alert the manager of any need for review by the Legal department.
Review approval for any non-standard closing documents needed.
Organization & Time Management
Contact borrowers and/or lenders with timely and proper documentation in the system to ensure transparent communication for Sales, Loan Operations, and future audit needs.
Maintain workflow and queue maintenance according to defined workflows.
Review reports and loan files in the closing pipeline to keep loans moving toward closing; alerting lenders and processing management of potential rush situations as early as possible.
Working on assigned reports timely and accurately according to procedures.
Administration/Other Duties
Prepare appropriate file documentation and participation in ICFR compliance activities, including but not limited to documenting logs within ACR and completion of all pre-closing conditions.
Work directly with borrowers with any timing or other concerns.
Education
Associate's degree or equivalent experience in accounting or business. Loan processing and documentation experience preferred or training/experience in banking, finance, or legal industries.
Experience
Generally, five to eight years of experience in real estate or loan processing is preferred. Experience working in a fast-paced environment is a plus.
REQUIREMENTS:
Familiarity with legal documents, title work, and closing procedures.
Possess strong written and verbal communication skills, quality and solution focused.
Detail-oriented, independent judgment skills, and strong organizational skills.
Adaptable and flexible to a changing work environment.
Demonstrate a willingness to be collaborative and the ability to develop and work well in a team atmosphere.
Ability to work independently with general supervision and proven self-starter.
Expected to consistently exhibit vales of ACRES as represented in HFC's Core Values.
Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the association and borrower.
Prolonged periods sitting at a desk and working on a computer.
Regular, predictable, and reliable attendance is required.
Who are we?
Horizon Farm Credit is an expert in agriculture, with over 100 years of serving rural America. As a premier rural lender, we're constantly growing and seeking new members for our team. As part of the Horizon Farm Credit team, you have the opportunity to make a difference in agriculture and rural communities.
What can we offer you?
We offer competitive compensation and benefits packages for full-time employees including:
Medical insurance with dental and vision care options
401 (k) with significant employer matching
Paid time off, holidays, and volunteer time to support work/life balance
Tuition reimbursement and training opportunities
Student loan reimbursement
Leadership and career development opportunities
Paid maternity and bonding leave
Paid short-term disability
Fun and inclusive work environment
Salary Range: $45,000 - $60,000, depending on experience. Opportunity to earn additional incentive.
Equal Opportunity Employer including veterans and individuals with disabilities
$45k-60k yearly Auto-Apply 60d+ ago
GFC Specialist
Bank of America 4.7
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for supporting the execution of substantive money laundering, economic sanctions and fraud compliance and operational risk practices. Key responsibilities include assisting Global Financial Crimes executives and managers with activities that support the identification, escalation and timely mitigation of compliance and operational risks in alignment with the Compliance and Operational Risk Management (CORM) Program, the Financial Crimes and Global Compliance - Enterprise Policies and the Enterprise Fraud Risk Management Standards.
The Global Financial Crimes (“GFC”) Project Specialist/Project Manager provides performance management support for GFC Investigations. This job is responsible for supporting centralized support across GFC which could include vendor management, procedures management, process management and governance / oversight management. Works closely with the GFC Manager and or business champions.
The GFC Specialist/Project Manager is responsible for supporting enablement and change related programs that drive high-impact process improvement across GFC and beyond. Fosters a continuous improvement mindset by enhancing project/process management skills & capabilities.
Job functions include:
Responsible for planning, organizing, monitoring and controlling projects using appropriate tools and techniques to ensure efficient and effective project completion.
Manages design or redesign of processes or projects using Six Sigma methodologies. Integrates best practices with process design to ensure continuous process improvement. Builds action plans and drives execution.
Effectively communicates with leaders, managers, peers and business partners on deliverables, timelines and support needed.
Executes defined project tasks through tracking of deliverables and their statuses, developing project plans, and measuring progress against ongoing key performance indicators.
Leads and plans projects using appropriate tools and techniques, including Technology platforms used by client facing employees, change management tools, and risk and issue management tools to ensure efficient and effective project completion.
Reports on an overall integrated delivery plan, raising any risks, developing a mitigation plan, and escalating issues appropriately to respective stakeholders.
Enthusiastic, energetic, determined, and positive work ethic.
Responsibilities:
Supports the development and maintenance of financial crimes owned policies and standards, and reviews relevant Front Line Units/Control Functions-owned policies and standards to ensure that regulatory requirements and operational risks are appropriately addressed
Assists in the production of independent financial crimes risk management reporting to Global Compliance & Operational Risk (GC&OR) Senior Leaders and FLU/CF Senior Leaders
Assists in the monitoring of changes in regulations applicable to Global Financial Crimes, including advising business leaders, directing the appropriate areas to implement or amend policies, standards, procedures and/or processes to address regulatory requirements, and challenging the implementation plan as needed
Contributes to risk coverage plans, executes independent risk monitoring, testing, and risk assessments
Supports with escalating financial crimes related compliance and operational risks and issues to appropriate governance routines, management/board level committees
Assists in the identification, aggregation, reporting, and escalation of the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes
Assists in the review of internal and external operational loss events, including the development of remediation plans to strengthen controls and providing oversight to ensure they are addressed appropriately
Skills:
Critical Thinking
Monitoring, Surveillance, and Testing
Regulatory Compliance
Risk Management
Issue Management
Policies, Procedures, and Guidelines Management
Written Communications
Coaching
Reporting
Talent Development
Required Qualifications:
5 or more years of Financial Crimes and/or experience managing formal projects (relevant project management/change management work experience)
Experience with and strong knowledge of business process management methodology
Strong and effective communication and presentations skills, verbal and written
Ability to solve complex problems through root cause analysis, management by fact and collaboration across wide constituency
Solutions oriented - utilize critical thinking skills / business acumen and resources to make sound business decisions and reduce risk
Ability to work in a fast-paced environment; often with a high degree of ambiguity and prioritizing manage multiple priorities
Highly organized and able to effectively multi-task
Proficient Microsoft Office products (Word, Excel, PowerPoint, Visio)
Proficient using Change Mgmt technologies
Comfortable navigating through difficult, complex, or ambiguous situations
Desired Skills:
Tableau and SharePoint design skills
Certifications: ACAMS - Association of Certified Anti-Money Laundering Specialist
Green Belt or Black Belt certified
Shift:
1st shift (United States of America)
Hours Per Week:
40
$102k-134k yearly est. Auto-Apply 52d ago
Closing Specialist
Farm Credit Services of America 4.7
Denton, MD jobs
Are you looking for a new opportunity with career development/training, the ability to work in a collaborative team environment, and a great work/life balance?
Horizon Farm Credit is seeking one Closing Specialist to join our team. The qualified candidates may work in either the Mechanicsburg, PA, Westminster, MD, Denton, MD, Reedsville, PA, or Chambersburg, PA branch location. The hours of operations are typically, Monday to Friday from 8 a.m. to 4:30 p.m. This position is eligible for a hybrid work schedule after 6 months of successful employment. This is a great opportunity to make a difference in agriculture and rural communities while growing your career in a supportive work environment.
Position Description: As a Closing Specialist, you'll apply your legal knowledge and document-handling skills to guide approved loans through the closing process by working directly with lenders and customers to provide a clean hand-off to the processing team. Ensures that conditions for closing are met, and any documentation needed is saved to the file. You will be responsible for reviewing the file early to communicate with processing managers or the legal department as needed.
Areas of responsibility include:
Closing Support
Clear all conditions for approved loans before sending them to the processing team.
Clear all pre-closing conditions and ensure documentation is complete.
Confirm insurance condition is met by contacting the borrower or agent.
Schedule preliminary closing with the attorney.
Confirm rate lock information and expiration.
For electronic loan closings, confirm all signers (including non-borrowers) have emails on file.
If changes are made at approval include any additional collateral, confirm that searches and/or appraisals are ordered as needed.
If changes are made at approval including any additional business entity involvement, confirm that all entity documents are collected.
Work directly with borrowers to address all other conditions.
Documentation Support
Confirm all needed documentation from the borrower is collected before moving to loan processing.
Confirm business entity docs are collected and signers are properly identified.
Confirm out-of-footprint loans are coordinated with Legal.
Alert the manager of any need for review by the Legal department.
Review approval for any non-standard closing documents needed.
Organization & Time Management
Contact borrowers and/or lenders with timely and proper documentation in the system to ensure transparent communication for Sales, Loan Operations, and future audit needs.
Maintain workflow and queue maintenance according to defined workflows.
Review reports and loan files in the closing pipeline to keep loans moving toward closing; alerting lenders and processing management of potential rush situations as early as possible.
Working on assigned reports timely and accurately according to procedures.
Administration/Other Duties
Prepare appropriate file documentation and participation in ICFR compliance activities, including but not limited to documenting logs within ACR and completion of all pre-closing conditions.
Work directly with borrowers with any timing or other concerns.
Education
Associate's degree or equivalent experience in accounting or business. Loan processing and documentation experience preferred or training/experience in banking, finance, or legal industries.
Experience
Generally, five to eight years of experience in real estate or loan processing is preferred. Experience working in a fast-paced environment is a plus.
REQUIREMENTS:
Familiarity with legal documents, title work, and closing procedures.
Possess strong written and verbal communication skills, quality and solution focused.
Detail-oriented, independent judgment skills, and strong organizational skills.
Adaptable and flexible to a changing work environment.
Demonstrate a willingness to be collaborative and the ability to develop and work well in a team atmosphere.
Ability to work independently with general supervision and proven self-starter.
Expected to consistently exhibit vales of ACRES as represented in HFC's Core Values.
Ability to be assertive and decisive in arriving at sound business decisions which serve the best interest of the association and borrower.
Prolonged periods sitting at a desk and working on a computer.
Regular, predictable, and reliable attendance is required.
Who are we?
Horizon Farm Credit is an expert in agriculture, with over 100 years of serving rural America. As a premier rural lender, we're constantly growing and seeking new members for our team. As part of the Horizon Farm Credit team, you have the opportunity to make a difference in agriculture and rural communities.
What can we offer you?
We offer competitive compensation and benefits packages for full-time employees including:
Medical insurance with dental and vision care options
401 (k) with significant employer matching
Paid time off, holidays, and volunteer time to support work/life balance
Tuition reimbursement and training opportunities
Student loan reimbursement
Leadership and career development opportunities
Paid maternity and bonding leave
Paid short-term disability
Fun and inclusive work environment
Salary Range: $45,000 - $60,000, depending on experience. Opportunity to earn additional incentive.
Equal Opportunity Employer including veterans and individuals with disabilities
$45k-60k yearly Auto-Apply 60d+ ago
GFC Specialist
Bank of America 4.7
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for supporting the execution of substantive money laundering, economic sanctions and fraud compliance and operational risk practices. Key responsibilities include assisting Global Financial Crimes executives and managers with activities that support the identification, escalation and timely mitigation of compliance and operational risks in alignment with the Compliance and Operational Risk Management (CORM) Program, the Financial Crimes and Global Compliance - Enterprise Policies and the Enterprise Fraud Risk Management Standards.
Responsibilities:
Design comprehensive Anti-Money Laundering (AML) training modules for employees at all levels.
Conduct live and virtual training sessions on AML regulations, internal policies, and best practices.
Ensure training aligns with internal compliance frameworks and external regulatory requirements.
Supports the development and maintenance of financial crimes owned policies and standards, and reviews relevant Front Line Units/Control Functions-owned policies and standards to ensure that regulatory requirements and operational risks are appropriately addressed
Assists in the production of independent financial crimes risk management reporting to Global Compliance & Operational Risk (GC&OR) Senior Leaders and FLU/CF Senior Leaders
Assists in the monitoring of changes in regulations applicable to Global Financial Crimes, including advising business leaders, directing the appropriate areas to implement or amend policies, standards, procedures and/or processes to address regulatory requirements, and challenging the implementation plan as needed
Contributes to risk coverage plans, executes independent risk monitoring, testing, and risk assessments
Supports with escalating financial crimes related compliance and operational risks and issues to appropriate governance routines, management/board level committees
Assists in the identification, aggregation, reporting, and escalation of the remediation and thematic analysis of FLU/CF-owned issues and control enhancements related to financial crimes
Assists in the review of internal and external operational loss events, including the development of remediation plans to strengthen controls and providing oversight to ensure they are addressed appropriately
Required Qualifications:
Minimum years business and functional experience: 5 Years
Degree required: Bachelor's or equivalent experience
Desired Qualifications:
Financial Services and/or related government entity
CAMs Certification
Skills:
Critical Thinking
Monitoring, Surveillance, and Testing
Regulatory Compliance
Risk Management
Issue Management
Policies, Procedures, and Guidelines Management
Written Communications
Coaching
Reporting
Talent Development
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NJ - Pennington - 1600 American Blvd - Hopewell Bldg 6 (NJ2600) Pay and benefits information Pay range$68,500.00 - $115,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$68.5k-115k yearly Auto-Apply 55d ago
Fircosoft Insight Specialist
Tata Consulting Services 4.3
Raleigh, NC jobs
Job Title : Fircosoft Insight Specialist Experience Required - 8+ Years Must Have Technical/Functional Skills * Experience working with Fircosoft Insight & Continuity is mandatory * Party Screening , SQL data analysis * BSA AML sanctions experience Key Responsibilities
* Work within the BSA/AML & Sanctions organization, in collaboration with Technology team to evaluate business process design and
* workflow configuration to drive proper execution as it relates to the build out and/or capability enhancement of the BSA/AML & Sanctions system application.
* Define Epics, write business requirements/user stories, validation criteria and test cases, draft as is and to be process flows that accurately
* represent the business needs.
* Conduct gap analysis, analyze requirements and deliver various project artifacts including: user stories/Backlog/BRDS, Acceptance Criteria,
* Definition of Done, User persona, Visio screen mock-ups, Interface designs, Data Mapping and other functional configuration documentations,
* conduct user story refinement sessions.
* Party Screening , SQL data analysys Own or contribute to build out of business value stream roadmaps.
* Perform Technology related analysis using knowledge of current BSA/AML & Sanctions system applications, interfaces and data structures to recommend solutions and provide input.
* Organize and participate in Product Increment Planning, sprint planning, story refinement, story pointing and t-shirt sizing activities for assigned work area.
* Assisting PO in involving end-users or their representatives in the user story creation process can significantly enhance the quality and relevance of the stories.
* Ensuring documentation is adequate as per FCB processes
* Product & Backlog Management - Develop a prioritization framework and strategy for delivery initiatives. Prepare/refine product backlog and roadmap and work with the cross-functional teams to execute the product backlog. Plan and create initiatives, features, epics, and stories in JIRA.
* Development - Assists in all stages of business product development, with a focus on increasing growth and profitability for existing products and creating new products with a substantial market impact. This includes but is not limited to planning & design, compiling resources, execution, and
Salary Range - $90000 to $120000
$90k-120k yearly 26d ago
Post Closing Specialist
State Employees' Credit Union 3.8
Wake Forest, NC jobs
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
The Post Closing Specialist provides post closing audit review of loan documentation within the real estate loan delivery process under supervision. In order to maintain strict compliance with federal, state and local regulatory lending guidelines and SECU lending policies, review is completed on all signed closing documentation and supporting documentation collected during loan processing and underwriting. You are responsible for managing loans from disbursal through final loan documentation storage.
Essential Responsibilities:
(45%) Complete audit review of executed real estate closing packages and supporting loan documentation to verify regulatory compliance and SECU policies, ensuring fair and responsible lending as well as accurately secured lien-position and collateral. This includes TILA and RESPA (TRID/Regulation X and Z).
(30%) Account for trailing documentation and corrections, maintaining clear and concise record keeping of all executed real estate closing packages and outstanding correction items through consolidated department tracking databases. Record keeping will also include filing and organization of all physical documentation prior to permanent storage. Re-disclose documentation as necessary in compliance with Truth-in-Lending regulatory guidelines.
(15%) Communicate with internal departments and external closing agents to resolve documentation discrepancies and submit any documentation in need of re-execution to the appropriate closing agent.
(10 %) Field incoming inquiries regarding closing documentation and loan disbursements from members, internal departments, and closing agents.
Required Education & Experience (Knowledge, Skills, & Abilities):
Required Education: Associates - all fields of study acceptable. Additional three years of relevant experience can be considered in lieu of degree
Minimum 1 year prior banking experience or equivalent. Equivalent experience in a non-banking work environment can be considered at hiring manager discretion
General understanding of Federal Regulatory Lending Guidelines including Regulation B (ECOA), Regulation Z (TILA), Regulation P (GLBA and CFPB), and UDAAP guidelines
Ability to gain understanding of additional Federal Regulatory Lending Guidelines including but not limited to Regulation C (HMDA), Regulation X (RESPA), the Biggert-Waters Act and HFIAA, and Regulation H (SAFE Act)
Ability to gain understanding of State Specific Regulatory Lending Guidelines including the Georgia Residential Mortgage Act and North Carolina General Statutes 41A-4 and 45A-5
Ability to enter and interpret data with Mortgage Origination and Servicing Systems
Ability to enter and interpret data across the Microsoft suite of software, especially within Access and Excel
Familiarity with Adobe Acrobat and ability to scan, read, open, comment, and save PDF documents
Ability to navigate phone queue software
Preferred Education & Experience (Knowledge, Skills, & Abilities):
Preferred Education: Bachelor's in business, Economics, Mathematics, Scientific or related field of study
2 years prior banking experience including at least 1 year prior experience in a lending related role such as loan origination and/or underwriting (consumer or real estate), loan closing, loan post closing, or loan servicing
Job Environment & Physical Requirements:
Hybrid expectations
Filing for prolonged periods
Sitting for prolonged periods
Computer/Typing for prolonged periods
Carrying, lifting, push/pull up to 20 lbs.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
$39k-51k yearly est. Auto-Apply 42d ago
Portfolio Specialist - Capital Appreciation Strategies Suite
T. Rowe Price 4.5
Baltimore, MD jobs
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
The Portfolio Specialist is a senior member of the investment organization responsible for supporting T. Rowe Price's Capital Appreciation franchise. The investment strategies within this franchise are multi-asset investing across equities and fixed income.
The Portfolio Specialist partners closely with portfolio managers and investment teams to represent the strategies in meetings and communications with institutional and intermediary prospects, clients, consultants, and internal stakeholders. A primary objective of the role is to leverage the time portfolio managers spend in client-facing activities, enabling greater focus on the investment process while ensuring high-quality investment communication and client engagement.
The role requires deep investment knowledge, strong commercial judgment, and the ability to clearly articulate portfolio construction, risk management, and performance outcomes to sophisticated audiences.
Willing to consider a remote arrangement.
Responsibilities
Serve as a primary investment representative for the strategies within the Capital Appreciation franchise in meetings with institutional and intermediary prospects, clients, and consultants, alongside sales and client service partners.
Support asset gathering and retention efforts through effective communication of the strategies investment philosophy, objectives, portfolio positioning, and performance.
Maintain in-depth knowledge of the strategies, including equity and fixed income exposures, security selection, asset allocation, and risk management.
Provide clear performance attribution and market context, with an emphasis on how each strategy seeks to deliver its stated objective
Own the investment message for the franchise and partner with internal teams (portfolio analysts, institutional writers, marketing, and RFP teams) to ensure accuracy and consistency across all client-facing materials.
Collaborate closely with portfolio managers and analysts by attending investment meetings and staying aligned with evolving views and portfolio decisions.
Partner effectively with portfolio specialists in other regions to support global sales efforts.
Educate internal distribution, consultant relations, and client service teams in group and one-on-one settings.
Contribute to broader market and portfolio construction discussions when appropriate, including non-product-specific conversations related to capital markets and risk management.
Travel as required to support client, consultant, and internal engagement.
Qualifications
Required:
Bachelor's degree from an accredited institution.
Minimum 7-10 years of experience in the investment management industry.
Strong buy-side experience, preferably in portfolio management, investment research, equity or multi-asset investing, or institutional and/or intermediary client-facing roles.
Deep understanding of equity and fixed income markets, asset allocation, and risk-aware investment strategies.
Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences.
Proven track record of successful franchise management focused on growing and servicing a diverse client base.
Exceptional interpersonal, communication, presentation, and relationship-management skills.
Ability to operate effectively in a collaborative, fast-paced, and unstructured environment.
High level of personal integrity, motivation, and service orientation.
High energy level and drive to succeed coupled with the poise and temperament necessary to work effectively in a team environment.
Preferred:
Prior experience working directly with portfolio managers or investment teams.
MBA and/or CFA designation strongly preferred.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$175,000.00-$275,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$175,000.00-$275,000.00 for the location of: Washington, D.C.
$175,000.00-$275,000.00 for the location of: New York, California
Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits
Learn more about our benefits.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$36k-58k yearly est. Auto-Apply 17d ago
Portfolio Specialist - Capital Appreciation Strategies Suite
T. Rowe Price 4.5
Baltimore, MD jobs
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
The Portfolio Specialist is a senior member of the investment organization responsible for supporting T. Rowe Price's Capital Appreciation franchise. The investment strategies within this franchise are multi-asset investing across equities and fixed income.
The Portfolio Specialist partners closely with portfolio managers and investment teams to represent the strategies in meetings and communications with institutional and intermediary prospects, clients, consultants, and internal stakeholders. A primary objective of the role is to leverage the time portfolio managers spend in client-facing activities, enabling greater focus on the investment process while ensuring high-quality investment communication and client engagement.
The role requires deep investment knowledge, strong commercial judgment, and the ability to clearly articulate portfolio construction, risk management, and performance outcomes to sophisticated audiences.
Willing to consider a remote arrangement.
Responsibilities
* Serve as a primary investment representative for the strategies within the Capital Appreciation franchise in meetings with institutional and intermediary prospects, clients, and consultants, alongside sales and client service partners.
* Support asset gathering and retention efforts through effective communication of the strategies investment philosophy, objectives, portfolio positioning, and performance.
* Maintain in-depth knowledge of the strategies, including equity and fixed income exposures, security selection, asset allocation, and risk management.
* Provide clear performance attribution and market context, with an emphasis on how each strategy seeks to deliver its stated objective
* Own the investment message for the franchise and partner with internal teams (portfolio analysts, institutional writers, marketing, and RFP teams) to ensure accuracy and consistency across all client-facing materials.
* Collaborate closely with portfolio managers and analysts by attending investment meetings and staying aligned with evolving views and portfolio decisions.
* Partner effectively with portfolio specialists in other regions to support global sales efforts.
* Educate internal distribution, consultant relations, and client service teams in group and one-on-one settings.
* Contribute to broader market and portfolio construction discussions when appropriate, including non-product-specific conversations related to capital markets and risk management.
* Travel as required to support client, consultant, and internal engagement.
Qualifications
Required:
* Bachelor's degree from an accredited institution.
* Minimum 7-10 years of experience in the investment management industry.
* Strong buy-side experience, preferably in portfolio management, investment research, equity or multi-asset investing, or institutional and/or intermediary client-facing roles.
* Deep understanding of equity and fixed income markets, asset allocation, and risk-aware investment strategies.
* Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences.
* Proven track record of successful franchise management focused on growing and servicing a diverse client base.
* Exceptional interpersonal, communication, presentation, and relationship-management skills.
* Ability to operate effectively in a collaborative, fast-paced, and unstructured environment.
* High level of personal integrity, motivation, and service orientation.
* High energy level and drive to succeed coupled with the poise and temperament necessary to work effectively in a team environment.
Preferred:
* Prior experience working directly with portfolio managers or investment teams.
* MBA and/or CFA designation strongly preferred.
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$175,000.00-$275,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$175,000.00-$275,000.00 for the location of: Washington, D.C.
$175,000.00-$275,000.00 for the location of: New York, California
Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
* Competitive compensation
* Annual bonus eligibility
* A generous retirement plan
* Hybrid work schedule
* Health and wellness benefits, including online therapy
* Paid time off for vacation, illness, medical appointments, and volunteering days
* Family care resources, including fertility and adoption benefits
Learn more about our benefits.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.