Cousins Properties jobs in Atlanta, GA - 1950 jobs
Executive Assistant to the CLO & Cross-Functional Ops Lead
Boston Trust Walden Company 4.1
Madison, WI job
A financial services firm in Madison, WI is seeking an Administrative Partner to support the senior leadership team. The role involves managing complex calendars, leading operational projects, and preparing high-level reports. Ideal candidates will have strong organizational and communication skills, experience in project planning, and a familiarity with digital tools for data visualization. The compensation range is $29.91 - $49.52 per hour, with additional benefits including medical, dental, vision coverage, and a competitive 401(k) package.
#J-18808-Ljbffr
$29.9-49.5 hourly 2d ago
Looking for a job?
Let Zippia find it for you.
Fabricator / Assembly / Mechanic
Orion Motors LLC 4.8
Glendale, WI job
Orion Motors LLC is a company specializing in camper van conversions and custom work. We perform final assembly of exterior and interior systems, such as windows, beds, seats, flooring, electronics, kitchenette, and interior finishing panels. We are looking for someone that can work in any of these areas. Since Orion Motors specializes in custom work, some flexibility is required since roles are not fully defined. Job responsibilities will vary from day to day. ******************
Location: Glendale, WI, 53209
PRIMARY RESPONSIBILITIES (functions, authorities, tasks, etc.)
• Use hand tools for finishing, measuring, cutting, assembly & finishing of vehicle components and sub-systems
• Variety of shop operations including painting, welding, mechanical assembly, wood working.
• Read simple drawings and CAD data.
• Set up, operate, and adjust a variety of wood & metal working machines such as bandsaws, mills, and lathes to cut and shape blocks, parts, and patterns, according to specifications.
• Perform handling of materials & jobs for unloading, crating, and machine set-up.
• Work safely, following all safety rules.
• Shop organization and cleaning upon completion of tasks.
• Special projects, other tasks & assistance as assigned.
COMPETENCIES (education, training, skills, and/or experience)
• Mechanical - Knowledge of wood & metal working machines & hand tools, including their design, uses, repair & maintenance.
Electrical - basic knowledge of wire harnesses and electrical components, 12V and 120V
Automotive - knowledge of automotive systems, and general diagnostics.
• Mathematics - Knowledge of shop mathematics, algebra, geometry & their applications.
• Interpersonal Skills - Must have a positive attitude and a problem solver. Ability to communicate with others, willing to listen, accept & follow instruction & ask questions.
• Attention to detail to ensure tasks are completed thoroughly and correctly.
• Ability to lift 50 lbs.
• Experience: Some shop experience, fabrication, or classes preferred. We will train to complete the required skill set, but some basic relevant experience is required..
• Education: High School Diploma or GED equivalent.
• Must be 18 years of age or older.
HOURS OF WORK: Full Time - M-F, 9:00-5:00.
WAGE: $25.00-30.00 / hour depending on skills and experience
SMOKING POLICY: No smoking is allowed in the building or in company vehicles.
DRUG / ALCOHOL POLICY: Pre-employment drug test required.
Respond to this posting. Submit your resume or list relevant work experience.
Please provide your name and contact information.
$25-30 hourly 1d ago
Digital Solutions Manager
First Mid 4.0
Beloit, WI job
The Digital Solutions Manager at First Mid is responsible for the management of the Digitals Solutions team that performs the day-to-day operations of the digital platforms and offerings of the bank. The Digital Solutions department serves as an escalation point throughout the bank for all Digital platforms. This role involves leading initiatives to optimize digital channels, such as online and mobile banking, and ensuring these solutions meet regulatory, security, and user experience standards. They collaborate with retail, sales, IT, compliance, and product teams to enhance digital solutions, streamline operations, and drive customer satisfaction while keeping abreast of technological advancements and industry best practices.
For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.
Responsibilities include, but are not limited to:
Lead and manage digital banking solutions for retail and commercial banking clients, focusing on functionality, performance, and user experience.
Collaborate with cross-functional teams to enhance digital product offerings and implement process improvements.
Lead the management and optimization of digital banking channels (e.g., online banking, mobile banking, and payments platforms) to ensure seamless, reliable, and secure experiences for both retail and commercial clients.
Identify and prioritize new features and functionalities based on customer needs, business objectives, and emerging trends. Coordinate with leadership and project management teams to implement enhancements while maintaining system stability and security.
Oversee the performance of digital platforms, using analytics tools to monitor uptime, transaction volumes, and response times, and troubleshoot or escalate issues as needed. Ensure proper communication is executed when issues arise within the Digital Platforms during business and non-business hours.
Translate business objectives into measurable KPIs for the platform team. Track, analyze, and report on digital performance metrics across all active solutions. Regularly assess progress against KPIs and implement corrective actions when targets are at risk.
Manage relationships with third-party vendors for platform solutions, ensuring service-level agreements (SLAs) are met, and coordinating any system updates or new integrations.
Work closely with compliance and IT security teams to ensure digital channels adhere to regulatory requirements, including user authentication, data privacy, and transaction monitoring standards.
Supervise, support and coach team members to ensure quality standards and excellent service levels are maintained. Provides daily operational assistance and oversight for the team. Manages and assigns tasks to the Digital Solutions team.
Monitors schedules, assigns tasks, reviews job performance, and makes authoritative recommendations regarding hiring, discipline, promotion, or termination of staff.
Manages regulatory compliance for treasury products - includes but is not limited to:
Monitors federal and state regulations affecting deposits & electronic products. Performs research, analyzes issues, evaluates alternatives resolving complex issues, implements and communicates new and/or revised policies and procedures.
Performs internal departmental audits when necessary, identifying and resolving any issues and ensuring compliance with regulations is maintained on an ongoing basis.
Acts as liaison to Audit personnel and OCC personnel for deposit/electronic compliance.
Maintains a thorough knowledge of all Digital systems, providing guidance to the staff on utilization, issues, and updates.
Researches, develops, and implements new policies, procedures, and programs which will enhance the Bank's profitability and service features.
Works closely with employees and customers to answer questions and resolve issues. Responsible for resolving complex system issues escalated for our Retail, Small Business, and Commercial platforms.
Ensures compliance with the Federal Reserve Bank's Fedline Assurance Certification. Works closely with Fedline users, the Information Security Officer and Internal Audit.
Completes required training associated with job function
Performs other duties as assigned.
Qualifications
Education/Experience:
Bachelor's degree with an emphasis on business, finance, computer science or related field preferred.
Master's degree preferred but not required.
5+ years banking operations experience.
Skills:
Familiarity with security protocols, regulatory requirements, and compliance standards in digital banking (e.g., NACHA rules for ACH, FFIEC guidelines).
Ability to develop and deliver effective training for employees and create customer education materials that support a smooth transition to new digital solutions.
Strong written and verbal communication skills to effectively inform stakeholders and customers about changes, enhancements, and updates to digital platforms.
First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. xevrcyc All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
#LI-POST
HP123
$91k-111k yearly est. 1d ago
Office Manager
Equity Lifestyle Properties, Inc. 4.3
Sturgeon Bay, WI job
Join our team in the heart of Door County and help facilitate amazing experiences for our guests! As the Office Manager at our beautiful seasonal campground, you'll be a key player in keeping everything running smoothly. You'll lead daily office operations, support the Property Manager, and make sure every visitor leaves with great memories and plans to return.
Key Responsibilities:
· Oversee all front office operations, ensuring efficient daily workflows and exceptional guest service.
· Act as the primary point of contact for daily and seasonal campers-responding to inquiries, taking reservations, and resolving issues promptly both in-person and over the phone.
· Support the Property Manager with administrative duties such as scheduling, reporting, and ensuring corporate compliance.
· Handle financial tasks, including processing payments, deposits, and regular cash handling and balancing.
· Maintain organized records and seasonal camper files, keeping documents current and compliant with corporate and campground policies.
· Assist with seasonal site sales by contacting leads, managing waitlists, and coordinating with prospective campers.
· Communicate and coordinate with vendors, contractors, and service providers to ensure timely delivery of goods and services.
· Collaborate closely with the Park Manager to address guest feedback, identify process improvements, and deliver outstanding campground experiences.
· Maintain a welcoming office environment that reflects our values of hospitality, efficiency, and professionalism.
What We're Looking For:
· High school diploma or GED required, additional education in business, hospitality, or recreation management a plus.
· At least 1-2 years of experience in customer service, administrative support, or hospitality.
· Strong communication and interpersonal skills with a friendly, professional demeanor.
· Excellent organization, time management, and attention to detail.
· Proficiency with computers, reservation systems, and office software (training provided).
· Ability to multitask in a fast-paced, guest-focused environment.
· A team-oriented spirit and a genuine love for camping are a plus!
Why You'll Love It Here:
· Be part of a close-knit, upbeat seasonal team that values community and customer satisfaction.
· Enjoy working in one of Wisconsin's most scenic summer destinations.
· Gain valuable experience in both hospitality management and administrative.
$42k-56k yearly est. 5d ago
Client Relationship Specialist - Appleton, WI
Charles Schwab 4.8
Appleton, WI job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
To read more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$56k-70k yearly est. 1d ago
IT Business Analyst Internship
Northwestern Mutual 4.5
Milwaukee, WI job
Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation and distribution. With more than $217 billion in assets, $26 billion in revenues and more than $1.5 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.2 million clients. For the seventh consecutive year, Northwestern Mutual has also been recognized among the “Best Places to Work in IT” as a top workplace for information technology (IT) professionals, according to IDG's Computerworld, the leading source of technology news and information for IT influencers worldwide. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and enhancing the engagement of those who bring their unique perspectives, ideas, and beliefs. At Northwestern Mutual, people matter. And you'll be working for a company that's consistently voted among the “most admired” in the nation. We invite you to explore your career interests with us.
Job Description
Interns may be involved in providing day-to-day support as needed including problem resolution, metrics reporting, documentation, project assistance and various other activities including attending and participating in various meetings as part of the team. Responsibilities of the intern may include:
• Meeting with internal business partners to capture requirements or current/future state process descriptions, and delivering relevant documentation
• Communicating and coordinating with field offices contacts, general contractors, vendors, and/ or other Home Office business and technology teams, to analyze/document items such as (1) processes to be improved, (2) requirements to be implemented, and/or (3) problems to be explored/resolved
Qualifications
Active student pursuing a Bachelor's or Master's degree in Computer Science, Computer Engineering, Management Information Systems or related field. A cumulative grade point average of 3.0 or higher with a minimum of 6-9 credits in Computer Science or Management Information Systems courses.
Additional Information
SKILLS AND COMPETENCIES REQUIRED FOR POSITION
• Excellent verbal and written communication (including meeting scheduling/facilitation), analytical and problem- solving skills, time management and customer service skills
• Proficiency with Microsoft Windows, Microsoft Office tools (VISIO and SQL experience is a plus)
• Previous work or classroom experience in one of the following: requirements gathering, functional analysis, training or database querying
• Ability to organize projects involving participants from multiple internal departments
• Ability to multi-task
• Knowledge of SharePoint administration is a plus
$46k-56k yearly est. 60d+ ago
Vice President of Manufacturing Operations, Energy Solutions & Services
Eaton Corporation 4.7
Waukesha, WI job
Reporting to the President of Energy Services and Solutions Group, the Vice President of Operations will lead Manufacturing, Continuous Improvement, and Industry 4.0 Initiatives. You will develop and execute short and long-term plans to achieve the key operational objectives and annual profit plan for the business, impacting nearly $4.6B revenue. You will have the opportunity to lead 5 divisions including 15 manufacturing plants cross the US and Mexico with a focus on business growth, technological transformation, and delivering an exceptional customer experience.
Essential Functions:
* Develop and lead initiatives in alignment with the strategic plan and annual profit plan objectives to drive operational performance and financial results.
* Establish objectives and track key performance indicators across the organization. Ensure prompt and accurate reporting systems on all aspects of operations, leveraging EPM and Balanced Score Card.
* Drive the manufacturing strategy for the Group and divisions optimizing capacity utilization through footprint strategy for sites and key manufacturing technologies
* Proactively champion Operations focused on Environmental, Health & Safety (EHS), driving a zero-incident culture.
* Lead and support implementation of the Operating for Growth (O4G) transformation for the Manufacturing/OPEX workstream. Partner cross functionally with transformation teams to support Group sites evolving to cost centers
* Create a culture of exceeding customer expectations, ensuring that the organization is highly responsive to customer needs and issues.
* Continuously improve operations through alignment with the Eaton Business System with a strong focus on driving a Lean Culture, drive technology enablement and I-4.0 strategy, implementation, and execution.
* Drive change through improved organizational capability, ensuring motivation and retention of a high-performance management team and workforce.
* Demonstrate a leadership style that perpetuates the Eaton Leadership Model and the Eaton Code of Ethics.
Qualifications and Experience
* Bachelor's degree required; MBA preferred.
* 15+ years' experience with progressive levels of responsibility in Manufacturing, Supply Chain, OPEX for a global manufacturing leader in a similar scope/scale role.
* Plant manager and multi-site management experience
* Demonstrated success in driving zero incident culture, with employee ownership of EHS.
* Knowledge and experience with multiple ERPs and conversions preferred.
* Proven track record in building high performance teams, leading cross-functionally, developing and retaining employees, and driving organizational change.
* Knowledge of current technologies in manufacturing (assembly and fabrication), engineering, materials management/inventory control, distribution and logistics, purchasing, quality assurance systems processes and practices.
* Strong financial and business acumen; prior profit and loss responsibility required.
* Track record of successful leadership, performance results, organizational development, and operational improvement.
The expected annual salary range for this role is $236,997.00 - $ 347,595.60 a year. This position is also eligible for a variable compensation compenent.
Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations.
The application window for this position is anticipated to close on 8/13/2026.
We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.
Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws.
You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.
To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number.
We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
$237k-347.6k yearly 29d ago
Executive Assistant - Chief Legal Officer
Boston Trust Walden Company 4.1
Madison, WI job
Reporting to the Chief Legal Officer, you will act as a direct operational and administrative partner to senior executive leadership team (SLT) members and Officers, managing complex executive functions, leveraging digital resources and leading the administrative/operational coordination of cross-divisional projects to ensure alignment with our enterprise goals.
Position Compensation Range: $29.91 - $49.52
Pay Rate Type: Hourly
Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates.
Primary Accountabilities
Advanced Administrative & Operational Support Optimize the senior executive's time to align with key business priorities by utilizing digital resources to efficiently manage the senior executive's complex calendar, travel/international travel, expenses and sensitive/confidential correspondence with a high degree of autonomy. Proactively identify and resolve constraints and conflicts and determine appropriate course of action, referral or response as needed.
Cross-Functional Project Leadership Remain well informed of the senior executive's business initiatives and deliverables to coordinate and lead administrative/operational aspects of large-scale, cross-divisional projects.
Information & Communication Management Prepare high-level reports and presentations for senior executive and board-level audiences. Maintain credibility, confidentiality, and discretion.
Leverage digital tools and AI to maximize effectiveness with data presentations, visualization, and reporting.
May be required to complete other assignments or participate in projects based upon skills, achievements, or experience.
Specialized Knowledge, Skills, and Education Requirements
Demonstrated experience providing customer-driven solutions, support, or service.
Demonstrated experience providing effective organizational and time management.
Demonstrated effective experience of proactive problem resolutions and judgement skills.
Demonstrated highly effective communication skills and ability to effectively collaborate with senior leadership, at all levels, with high-level discretion and confidentiality.
Demonstrated experience with cross-functional project planning and coordination.
Solid knowledge and skills with software applications, digital tools, AI, and automation, including data visualization and reporting.
Preferred Skills
Data visualization - Extracting data and visually displaying in PowerPoint
Travel Requirements
Up to 10%.
Licenses
Not applicable.
Physical Requirements
Work that primarily involves sitting/standing.
Working Conditions
Not applicable.
Additional Information
Offer to selected candidate will be made contingent on the results of applicable background checks.
Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions.
Sponsorship will not be considered for this position unless specified in the posting.
In this primarily office-based role, you will be expected to work onsite at our Madison National Headquarters (NHQ).
#LI-Onsite
We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.
We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.
American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email *************** to request a reasonable accommodation.
#LI-AW1
#J-18808-Ljbffr
$29.9-49.5 hourly 2d ago
US Private Bank- Private Banker- 2026 ReEntry Program 2026
Jpmorgan Chase & Co 4.8
Milwaukee, WI job
JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program.
Join a team delivering premiere service to high net worth clients through holistic financial advisement.
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P. Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, Skills
* Three plus years of previous work experience in Private Banking or Financial Services
* Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
* Proven sales success and strong business acumen
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, Skills
* Proactive, takes initiative, and uses critical thinking to solve problems
* Strong community presence with an established network
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$31k-67k yearly est. Auto-Apply 36d ago
Internship - PWM Investment Solutions Support (Year-Round)
Robert W. Baird & Co.Orporated 4.7
Milwaukee, WI job
About the Role: The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the investment, lending, and liquidity platforms necessary for delivering great outcomes for our clients. The Investment Solutions Support team is responsible for partnering with financial advisors, branch associates, portfolio managers, and other key partners seeking general information on the solutions available. They also work with various areas of the firm to develop guidelines, tools, and best practices in support of the business. As an intern, you'll learn about investment offerings that we provide to our financial advisors and understand how they use our solutions for clients' investment needs.
This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and working part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a local student who can start in May 2026.
The Impact You'll Make:
Support and maintain applications used for Managed Product offerings (e.g,. Envestnet)
Collaborate with Investment Solutions Associates to define, evaluate, and deliver actionable data for field use
Assess book of business efficiencies to assist field consultants in preparing for branch office visits
Maintain and update content on the firm's intranet site (BairdWeb), ensuring accuracy and relevance
Perform additional duties and assist with ad hoc projects as assigned
What You'll Bring to Baird:
Pursuing a bachelor's degree in finance, economics, business or related degree preferred
Anticipated graduation date of May 2027 or later
Strong written and verbal communication skills
Ability to work in a team environment and manage priorities to meet specific deadlines
Exceptional organizational and time management skills with a high attention to detail
Strong client service critical thinking and troubleshooting skills
About Our Intern Program:
Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future.
Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$60k-84k yearly est. Auto-Apply 60d+ ago
Seasonal Tax Scanner
Sikich 4.5
Brookfield, WI job
Description Seasonal Tax Scanner - (Various Locations) What to expect when you join the Sikich family Team members at Sikich have a lot in common while also being part of a rich and diverse group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through diverse perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth - for our clients, for ourselves and for our communities. The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice. Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon!
Are you ready to grow with us?
Position Summary What will you do in this role?
Organize and scan client tax return documentation
File and organize client work papers
Ensure tax returns are properly routed to the next step within the tax workflow software
Communicate any issues with members of the tax or administrative team
Ability to be in office
What do you need to succeed in this role?
Must be authorized to work in the United States without sponsorship now or in the future
Enrolled in high school or an undergraduate program at a college or university, and interested in pursuing a degree in accounting
Effective teamwork skills and ability to work with individuals from diverse backgrounds
Strong verbal and written communication skills
Demonstrated ability to follow directions
Fluent in Microsoft Excel and Word
Detail oriented
In addition, specific skills/experience required are as follows:
Servant Leader - You are hyper focused on engaging employees, fostering their development, and building a positive culture.
Solutions Focused - You see opportunities in every business problem and can develop, articulate, and implement solutions.
Collaboration - You are a relationship builder across all levels of the organization and across all business units.
Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible.
Impact & Influence Thinking - You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives.
About SikichSikich is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest professional services companies in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients' businesses. Sikich Total RewardsOur team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is $24/hr. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. Some examples of our many benefits:
Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.
Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.
We also offer:
Flexible work arrangements
Health, dental, vision, life, and accident/death/disability insurance options
HSA employer contribution
Nine (9) paid holidays annually.
A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
401(k) with employer contributions
CPA bonus with four (4) paid exam days & four (4) paid study days.
Tuition reimbursement
Generous employee referral bonus program
Client referral bonus program
Pet insurance
FORCE - Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.
Want to learn more? Visit our Careers website or Glassdoor profile. Sikich is an Equal Opportunity Employer M/F/D/V
Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC's performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services.
#LI-JG1
$24 hourly Auto-Apply 60d+ ago
Premier Student Program- Internship Opportunity
Vesta 4.8
Wisconsin job
PURPOSE
The Intern role is responsible for learning and applying their technical skills and working as part of a team carrying out tasks under close coaching and supervision.
REPORTS TO/ ACCOUNTABILITY
Consultant/ Senior Consultant
KEY SUCCESS FACTORS
Ability to apply self to learning and applying technical skills.
Co-operative team player.
Interest in business and commercial affairs Ability to apply self to learning and applying technical skills.
RESPONSIBILITIES
Develops an understanding of the business and the Consultant role.
Develops technical skills both on the job and through formal learning channels.
Works as an effective team member to complete project components and assignment tasks.
Builds working relationships at peer client level.
Seeks to gain knowledge of client businesses.
Effectively documents work.
As a member of the team - implements solutions for clients.
Identifies task issues as well as task progress in a timely and organized manner.
Demonstrates an active interest in the business world by keeping abreast of market trends and business developments.
Assists in proposal development and research gathering as requested.
Participates in office wide initiatives - recruitment, marketing etc.
Actively pursues self-development opportunities in line with the competency model.
Builds strong team relationship skills.
Ambassador to the Universities.
Requirements
KEY PERFORMANCE INDICATORS
Demonstrated record of retention of application of technical skills.
Quality of work output.
Integration into the team.
Meeting assignment objectives (timeframes, budgets, outcomes).
Client satisfaction.
Participation in firm wide initiatives.
Participation in recruiting and high school visitation activities.
QUALIFICATIONS/SKILLS AND EXPERIENCE AND PERSONAL ATTRIBUTES
Working toward Degree Qualification.
Developing technical knowledge.
Strong interpersonal and relationship building skills.
Team player with a positive - ‘can do' approach.
Strong communication skills.
A general and growing knowledge of firm products and services in the practice area, and a general knowledge of products and services in other practice areas.
A general understanding of market trends including opportunities, global and local business initiatives.
$26k-37k yearly est. 58d ago
Sales and Marketing Director
Oakwood Village 3.8
Madison, WI job
MISSION STATEMENT
We are Called to serve a thriving community of seniors that live with dignity, connection and purpose.
CORE VALUES
Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values:
Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another.
Faith: We have a commitment to remain true to the vision and mission of Oakwood.
Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all.
Integrity: We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers.
Dedication: We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community.
ESSENTIAL RESPONSIBILITIES (including but not limited to) for the Sales and Marketing Director:
Sales Leadership & Census Management
Drive occupancy and census growth across Independent Living, Assisted Living, and Memory care.
Oversee, coach, and support a five-person sales team responsible for managing the full sales pipeline-from inquiry to waitlist to closing.
Serve as a working manager, actively participating in sales efforts and providing backup coverage for counselors as needed.
Monitor and analyze sales metrics, forecasting, and conversion rates, adjusting strategies to ensure targets are met.
Oversee and participate in the management of the community waitlist, ensuring timely communication and accurate tracking.
Act as the first point of contact for contract-related questions from prospective residents, current residents, and staff members, ensuring clarity, consistency, and compliance with organizational standards.
Support major sales initiatives, including the lease-up of new builds.
Marketing & Outreach
Oversee execution of social media, event promotion, and on-the-ground marketing activities.
Partner with the CMO on advertising, campaigns, content development, and reporting.
Gather sales team insights to inform messaging and marketing initiatives.
Represent the organization at community events, outreach activities, and networking opportunities.
Collaboration & Leadership
Partner closely with the CMO and other campus leaders to align census strategies with organizational goals.
Ensure consistency in communication and brand standards across marketing channels.
Contribute to a culture of hospitality, teamwork, and mission-driven service.
ESSENTIAL QUALIFICATIONS
Demonstrated ability to meet or exceed occupancy/census goals.
Strong working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Proficiency with marketing tools such as CRM systems, Social media platforms and Analytics tools,
Working knowledge of Email marketing platforms, Basic design tools
Excellent communication, presentation, and relationship-building skills.
Strong organizational and analytical abilities.
Ability to balance strategic leadership with hands-on execution in a lean environment.
EXPERIENCE, EDUCATION, AND/OR TRAINING for the Sales and Marketing Director
Bachelor's degree in Marketing, Communications, Business, or related field (or equivalent experience).
5+ years of experience in sales leadership, preferably in senior living, Real Estate, or other related service industry.
$86k-135k yearly est. 60d+ ago
Fraud Prevention Analyst E, FIS University Program
FIS Capital Markets 4.4
Lake, WI job
Every day, our teams innovate across the world of finance. We collaborate to work smarter, while making a difference. We believe in diversity and inclusivity, giving a voice to everyone on the team. And we celebrate our success together. If you want to make an impact in fintech, we'd like to know: Are you FIS?
Join the 2026 FIS University Program!
As a full-time employee in the FIS University Program, you will have the opportunity to participate in team projects, community service activities, professional development seminars and work with a team that is invested in your growth, development, and success; including bi-annual performance connects with your manager.
This two-year full-time program has start dates in January, March, June, and September with a dedicated “Learning Week” where you will:
Learn how to work within a corporate environment
Learn about the exciting world of Fintech and the role FIS plays
Hear from FIS leadership about their journey and participate in senior leader networking opportunities
Build a network of your peers from across the organization
This position is for a January start.
About the Role
The Digital Payments Fraud Operations team is looking for an Operations Analyst to join our Fraud Transaction Monitoring Team. In this role, you will be responsible for Fraud Detection and Prevention for FIS Retail Digital Payment Products (Primarily Zelle and BillPay) and Zelle Fraud Disputes.
About The Team
The Digital Payments Fraud Operations team is made up of people who are passionate about reducing consumer fraud within our partner financial institution's client base. Our primary goal is to maximize our financial institution's consumer experience while simultaneously limiting exposure to fraud losses.
What You Will Be Doing
Fraud Detection/Prevention
Data/trend analysis
Maintaining existing fraud strategies
Process improvements
Create and maintain team reporting
Ad hoc data reporting
Zelle Disputes
What You Bring
Bachelor's degree in relevant field of study
Proficiency in Microsoft Office Suite
Fluent in English; Strong written and verbal communication skills
Adaptability, a drive to learn, and strong problem-solving skills
Ability to work well independently and within a team
Bonus If You Have
Prior banking experience
Fraud disputes/claims experience
Strong Microsoft Excel skills
Prior data analysis experience
What We Offer You
Competitive salary and excellent benefits
The chance to work on some of the most challenging, relevant issues in financial services & technology
A broad range of professional education and personal development possibilities - FIS is your final career step!
Time to support charities and give back to your community
A work environment built on collaboration, flexibility, and respect
Student Loan Repayment Program: FIS will PAY OFF participants' undergraduate loan balance over 10 years of service! Eligibility starts after one year of tenure in the program. The benefit applied to undergraduate student loans for US-based degrees and must be in the employee's name.
*Current and future sponsorship are not available for this position*
#FISUJANUARY2026
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
#pridepass
$48k-63k yearly est. Auto-Apply 35d ago
Information Risk Management Internship
Northwestern Mutual 4.5
Milwaukee, WI job
Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation and distribution. With more than $217 billion in assets, $26 billion in revenues and more than $1.5 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.2 million clients. For the seventh consecutive year, Northwestern Mutual has also been recognized among the “Best Places to Work in IT” as a top workplace for information technology (IT) professionals, according to IDG's Computerworld, the leading source of technology news and information for IT influencers worldwide. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and enhancing the engagement of those who bring their unique perspectives, ideas, and beliefs. At Northwestern Mutual, people matter. And you'll be working for a company that's consistently voted among the “most admired” in the nation. We invite you to explore your career interests with us.
Job Description
Interns may be involved in providing day-to-day support as needed including problem resolution, metrics reporting, documentation, project assistance and various other activities including attending and participating in various meetings as part of the team. Responsibilities of the intern may include:
• Research and documentation development on how various technologies and processes work
• Gathering, reporting, and delivery of security metrics
• Participation in logging and monitoring processes including log reviews
• Various small projects and process assistance as needed
Qualifications
Active student pursuing a Bachelor's or Master's degree in Computer Science, Computer Engineering, Management Information Systems or related field. A cumulative grade point average of 3.0 or higher with a minimum of 6-9 credits in Computer Science or Management Information Systems courses.
Additional Information
SKILLS AND COMPETENCIES REQUIRED FOR POSITION
• Excellent verbal and written communication, analytical and problem-solving skills, time management, and customer service skills, including ability to be assertive and diplomatic
• Basic Knowledge and experience with the following: Scripting (e.g. Perl, Python, VBA, Javascript, etc.) and Windows Office Suite • Previous work or classroom experience in one of the following: information systems, systems audit, business process or information systems security
• Aptitude for learning on the fly and interest in information systems security concepts and techniques
• Knowledge of SharePoint administration a plus
$64k-97k yearly est. 60d+ ago
Business Continuity Planning & Disaster Recovery Analyst
Northwestern Mutual 4.5
Franklin, WI job
You and Northwestern Mutual. We believe relationships are built on trust. That our lives and our work matter. And we're much stronger together than we are apart. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.
Our business is about helping people secure their financial futures, and that starts with putting people first - our clients, our employees and our field representatives. Northwestern Mutual is known for financial strength. We're strong, innovative and growing. Come grow with us.
Job Description
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.
We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.
We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.
We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.
We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
What's the role?
As Business Continuity Planning & Disaster Recovery Analyst, you will: maintain a foundation for enabling management of systems and data risk; monitor, measure and reporting on effectiveness and efficiency of information protection processes; assess information risks and noncompliance issues to aid in making appropriate investment decisions. You hold yourself to a high standard, proactively working to attain/enhance pertinent industry knowledge.
Additional details:
An experienced Business Continuity Planning & Disaster Recovery Analyst to join the CDX Disaster Recovery (DR) Team who will be expected to learn their processes to develop, maintain and exercise technology disaster recovery plans (ex. walk throughs, functional tests). Solid understanding of Business Continuity Planning and Disaster Recovery concepts required. Will work in a technical environment to collaborate with application support and infrastructure support teams to facilitate their disaster recovery testing. Ability to collaborate across business areas and strong communication skills (verbal and written) are required. Detailed documentation will be critical to the success of this role including completion of disaster recovery testing documentation and any discovered gaps.
Mandatory: Strong process driven mindset with ability to execute defined processes efficiently as well as drive continuous process improvement. Advanced user of SharePoint. Proficient user of LeanKit for daily planning and tracking of work via a kanban board. Ability to work independently based from a Kanban board of available work. Team player who is committed to the success of the team. Strong attention to detail.
Preferred: Proficient user of FrontLine Live (the application used to store Disaster Recovery plans and documentation).
Some off hour work may be needed to support functional disaster recovery testing of our infrastructure. Scheduling is unpredictable since times are set by the infrastructure teams.
Bring Your Best! What this role needs:
Bachelor's degree with an emphasis in MIS, Business or related field; or related work experience beyond the minimum required
Three or more years of experience in information systems or systems audit with a demonstrated knowledge in technologies and processes
Demonstrated flexibility to adjust to changing business needs by effectively managing and prioritizing concurrent assignments
Demonstrated ability to independently identify and resolve critical issues through effective problem solving skills
Strong ability to develop and leverage relationships;
Ability to effectively influence and negotiate with internal and external partners
Excellent communication skills focused on facilitation of meetings;
Ability to deliver informative, well-organized documentation and ability to effectively communicate in difficult and/or sensitive situations
Req ID: 15461
Position Type: Regular Full Time
Education Experience: Bachelor's Desired
Employment Experience: 3-5 years
Licenses/Certifications:
FLSA Status: Exempt
Posting Date: 07/17/2017
$77k-98k yearly est. 60d+ ago
Mortgage Loan Processor
First Community Credit Union 3.8
Beloit, WI job
Key Responsibilities
Review mortgage loan applications submitted through Blend and entered into Byte Loan Origination System (LOS) for accuracy and completeness.
Verify borrower information, including income, assets, employment, liabilities, and credit reports, ensuring proper documentation is obtained.
Order and review appraisals, title work, flood certifications, verifications of employment/assets, and other third-party services.
Prepare and deliver required loan disclosures and ensure compliance with federal and state lending regulations, including TRID.
Communicate clearly and proactively with members, loan officers, real estate agents, and closing agents throughout the loan process.
Work closely with underwriters to resolve conditions and provide requested documentation in a timely manner.
Maintain detailed and accurate records in Byte LOS and ensure loans meet internal and investor guidelines prior to closing.
Monitor pipeline to meet processing turn-time goals and credit union service standards.
Support members by providing guidance on documentation requirements and ensuring a smooth and positive mortgage experience.
Availability to attend special off site sales events and credit union functions, as needed.
Requirements:
High school diploma or equivalent required; associate or bachelors degree in business, finance, or related field preferred.
Minimum 2 years of mortgage processing or lending experience in a financial institution or mortgage company.
Proficiency with mortgage loan origination systems; experience with Byte and Blend strongly preferred.
Strong knowledge of mortgage products, TRID, RESPA, HMDA, and other applicable regulations.
Excellent organizational skills and attention to detail.
Strong communication skills with the ability to explain complex information in a clear and member-friendly manner.
Ability to manage multiple files simultaneously while meeting strict deadlines.
Team-oriented with a commitment to providing outstanding member service.
Employees must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act.
Working Conditions:
Normal office working conditions with the absence of disagreeable elements.
Note
: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Compensation details: 20-24 Hourly Wage
PI670af08a7736-31181-38625491
$35k-42k yearly est. 8d ago
Consultant, Loss Control
Nationwide Mutual Insurance 4.5
Wisconsin job
If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the place for you! At Nationwide , “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
Nationwide Insurance is the 8th largest commercial carrier. Our Loss Control Services organization has over 100 Loss Control associates and technical staff. Our commercial portfolio of accounts consists of traditional, middle market and national accounts. Business segments include: contractors, manufacturing, real estate management, service industries, retailers, etc. We are seeking a Consultant, Loss Control who will have responsibilities for northern Illinois and Wisconsin. The qualified candidate will reside in or around the Chicago, Milwaukee, Madison or Green Bay areas.
We are seeking an individual with multi-line commercial insurance industry experienced to complete loss control surveys and provide ongoing consulting service to middle market commercial accounts. Ideal candidates will have experience with manufacturing focused in metal, wood and/or plastic and the ability to apply NFPA standards and evaluate adequacy of fire protection systems. Background in property or Licensed Professional Engineer would also be beneficial. This position is a key resource for the evaluation of new and prospective business, contributes to the profitability and retention of current business, and provides consulting services to commercial accounts.
Strong relationship, marketing and consulting skills required to interact with underwriting, agents, members, managers, third parties and team members. Strong written and verbal communication skills, ability to operate a personal computer and other business equipment, prioritize work, and meet deadlines. Refer to Loss Control job documentation for additional requirements.
#LI-TH1
Summary
The Loss Control Services team at Nationwide contributes to the overall success of our customers' businesses operationally and financially; we learn and grow with them. If you thrive in an environment where you can apply your expertise and experience to help business partners succeed, this could be the job for you!
As a Loss Control Consultant, you'll provide services to a large portfolio of complex accounts in multiple lines of business, influencing profitability, retention and creating a valued customer experience within a collaborative environment. We'll count on you to determine effective controls, make improvement recommendations and differentiate classes of business. You'll have the opportunity to make a difference for our customers and company as you build and grow internal and external relationships, while continually growing your skills and expertise.
Job Description
Key Responsibilities:
Provides services to influence profitability and retention. Creates and recommends service objectives based upon customer goals, risk assessment results and loss analysis.
Meets with customers to identify hazards and exposures by conducting complex risk assessments to determine the effectiveness of controls and identify technically sound recommendations for risk improvement. Assigns an appropriate line of business rating based on professional judgment and company guidance.
Researches customer's operations, industry and technical information to prepare for site surveys, service work, meetings, presentations and projects.
Applies the highest-level technical expertise to help lead as a subject matter expert for at least one line of business or practice.
Builds and maintains strong relationships customers and business partners. Functions as an ongoing resource and contact person with a high level of expertise.
Consults with customers, providing observations, solutions and support to meet business needs. Creates and recommends service objectives based on customer goal assessments and loss analysis. Identifies service opportunities based on loss trends and other data.
Communicates technical information effectively both verbally and in writing through preparation of technical reports in a state-of-the-art workflow environment.
Interacts with internal and external customers, leadership, peers and subject matter experts in a collaborative environment to gather and share information that helps our customers succeed.
Creates, presents and coordinates technical training and publications for internal and external customers.
Actively participates in career development activities and training.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Manager or Director. Typically, does not have direct reports.
Typical Skills and Experiences:
Education: Bachelor's degree in safety, science, engineering, fire protection or construction management preferred.
License/Certification/Designation: A minimum of one of the following designations, such as Certified Safety Professional (CSP), Certified Director of Safety (CDS) or Associate of Risk Management (ARM) and others. Associates must acquire all required state certifications.
Experience: Typically, 10 or more years of commercial loss control or related experience preferred.
Knowledge, Abilities and Skills: General knowledge of safety and risk management practices and principles, including regulatory (Occupational Safety and Health Administration [OSHA], Department of Transportation [DOT], etc.) and national consensus standards (NFPA, etc.) preferred. Complete understanding of the commercial insurance business process, the ability to market services and influence others of a course of action. Good verbal and written communication skills to interact with all levels of internal and external contacts. Must possess a desire to learn, grow and develop skills. Ability to prioritize work and time. Ability to operate a personal computer and learn/use applicable systems.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring manager's leader and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Exempt (Not Eligible)
Working Conditions: Must be able to climb, stoop, bend, balance on various heights, crawl and lift 50 lbs, use PPE when required and conduct physical site surveys in inclement weather and physical environments. May require relocation. This is a field-based position. May require frequent and overnight travel. Must have a valid driver's license with satisfactory driving record in accordance with Nationwide standards.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Safety Sensitive: This job has been identified as a Safety Sensitive (SS) position and in accordance with our substance free work place program may be subject to random alcohol and other drug testing.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Consultant, Loss Control : $115,000.00-$215,000.00The expected starting salary range for Consultant, Loss Control : $115,000.00 - $173,000.00
$77k-93k yearly est. Auto-Apply 33d ago
Deposit Subject Matter Expert
Capital Credit Union 4.1
Green Bay, WI job
Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by supporting the front-line with deposit account functions of the Credit Union through utilization of the following practices including, but not limited to, review, tracking and auditing. This role ensures compliance and internal controls across various account types-including Trusts, Guardianships, Commercial, IRA/HSA, and Deceased Member processes-and may handle garnishments, Levy processing, year-end processing, and system testing. It also provides education on deposit and specialty accounts, delivering accurate, timely, and enthusiastic service. Provides accurate, detailed, and timely support with an enthusiastic quality service and member service orientation.
Essential Responsibilities
Assisting employees accurately and timely, when needed, with the opening of and transactions on deposit and specialized accounts.
Tracks frequently asked questions, to ensure these questions are covered in training materials and support documents. May frequent training sessions to be sure information is still relevant and available for questions.
Approving and verifying all transactions associated with IRAs / HSAs / Coverdell ESAs. Along with assisting with tax reporting and death claim processes for IRAs / HSAs/ Coverdell ESAs.
Works with daily reports to ensure proper close out procedures are met.
Viewing deposit account forms and disclosures for accuracy, including watching for consistent discrepancies.
Performs miscellaneous duties, including but not limited to, clean-up projects, loading documents to Nautilus, attending various meetings, etc.
Works directly on the deceased member process, ensuring accounts for accuracy and proper reporting. Along with communicating with interested parties and the branches on closeout of accounts.
Monitors the deposit account review process, including, but not limited to, opening accounts, closing accounts, certificate date clean-up, role changes, rate changes and minor changes.
Processes state and federal garnishments and levies.
Assists with year-end processes with regard to IRAs / HSAs / Coverdell ESAs / 1099-INT reporting
Testing new product rollouts and regularly scheduled maintenance updates to systems including, but not limited to DNA, Ascensus, Architect.
Identifies improvement and efficiencies for the deposit processes, communicates and resolves issues with the SVP Operations as needed.
Monitors the safe deposit box closures for accurate signatures
Reviews the Foreign Member process, including the W8-BEN.
Oversees the Inactive / Dormant account process for accuracy and proper tracking.
Monitors closed accounts for proper signature and paperwork.
Monitors accounts affected by share sweep jobs, inactive account fees, and bad address fees.
Assist the Risk Management Department with audit requests and follow up.
Interpreting legal documents, with the assistance of Risk Management, including but not limited to trust documents, power of attorney forms, WI State Statutes, etc.
May assist in training new employees
Necessary Experience and Qualifications
Well versed in deposit accounts, deposit operations, and compliance as normally acquired through a basic course or on-the-job experience.
Must have strong independent thinking skills with the ability to look for improved efficiencies and provide potential solutions for change.
Ability to read, write, and comprehend detailed and often technical instructions, short correspondence, and memos and ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education, coupled with some technical school or college training.
Ability to operate an on-line computer terminal (including a good working knowledge of the core computer system, the document archive system, E-Mail, Word, Excel), fax machine, and adding machine normally acquired through a basic course or three to six months of on-the-job experience.
Working knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience, at least one of which is with the Credit Union.
Ability to concentrate and pay close attention to detail for over ninety percent of work time. Must be able to closely examine documentation. Requires a high degree of accuracy.
Analytical ability necessary to research and resolve complex issues, by reading and understanding detailed reports, technical materials, and/or regulatory requirements and utilizing this information to recommend and/or make strong business decisions.
Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members and employees in stressful situations. Requires communication/listening skills necessary to effectively obtain necessary information to make appropriate and effective decisions.
Ability to exercise a high degree of independent judgment when addressing member concerns. Must be supportive of the overall business objective.
Work Environment and Physical Requirements
Office environment with moderate level of noise
Frequent use of telephone, copier, computer, fax machine and other office machines
Prolonged sitting or standing
Frequent mental and visual concentration
Minimal lifting of up to 25 pounds
NOTE: This job has the potential to work from home, contingent upon supervisor approval. Approval will be based on the Work From Home Policy eligibility requirements as well as the department needs.
The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements.
Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
$80k-100k yearly est. 33d ago
Commercial Banking Spec II
Old National Bank 4.4
Milwaukee, WI job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Job Summary
The Commercial Banking Specialist II works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients.
The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service.
Salary Range
The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Assists with Loan Process
Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing.
Reviews and manages open applications in LOS for assigned RMs.
During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.).
Coordinates loan closings and attends loan closings to perform Notary services if necessary
Submits closed loan packet to Loan Fulfillment for funding and booking.
Assists with Depository Process
Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services.
Assists with Sales Support and Administrative Needs
Conducts research and organizes outreach for business development activities.
Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
Understands and complies with all applicable compliance rules and regulations.
Assists with Portfolio and Credit Administration
Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
Tracks upcoming loan maturities and contacts clients to request financial information as needed.
Assists in clearing past due financials, post-closing exceptions, and trailing documents.
Key Competencies for Position
Compelling Communication - Openly and effectively communicates with others.
Effectively and transparently shares information and ideas with others.
Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
Unites others towards common goal.
Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
Collaborates and seeks to understands the root causes of problems.
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
Takes action that is consistent with available facts, constraints and probable consequences.
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
Passionately serves internal/external clients with excellence.
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Promotes Change - Seeks to understand and embrace change.
Actively seeks, information to understand the rationale, implications and impact for changes.
Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change.
Willing to act quickly, learn and adjust as needed.
Identifies and recommends changes to leadership to improve performance.
Qualifications and Education Requirements
Associate degree in administrative services/business or equivalent experience required.
Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes.
Strong working knowledge of Microsoft Word and Excel.
Focus on providing excellent service to RMs, Clients and Bank Partners.
Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
Ability to communicate with clients and key decision makers effectively and independently.
Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker.
Appropriate attention to detail and organizational skills.
Able to adapt and manage changing priorities and deadlines.
Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry)
Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients
Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial
Key Measures of Success/Key Deliverables
· High level of service to RMs and external clients.
· Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!