Account Manager
Engel Job In Maquoketa, IA
Account Manager
REPORTS TO: Operations Department
CLASSIFICATION: Exempt
EEO CLASSIFICATION: Professionals
An Account Manager is responsible for maintaining relationships with our valued clients by helping them with their insurance protection needs. Account Managers manage a portfolio of accounts, ensuring their satisfaction, and the retention of those clients. They are the primary contact for their assigned accounts, understand their needs, and coordinate with the internal team to deliver exceptional service. As part of First Mainstreet Insurance, the Account Manager will be a key member of an exceptional, resourceful, and collaborative High-Performance Team (HPT).
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:
Manage and maintain client relationships - manage book of business that may or may not have Risk Advisor/Service Specialist support
Develop and nurture strong relationships with assigned accounts, serving as their trusted advisor and primary point of contact regarding their insurance policies
Regularly communicate with accounts to proactively address concerns, gather feedback and identify opportunities for account growth
Manage assigned accounts and ensure all deadlines are met
Manage and report information from clients to ensure we are assisting in minimizing exposures
Seeks opportunities to round out accounts to ensure we are fully mitigating the client's risk through insurance coverage
Monitor account satisfaction levels and take proactive measures to ensure high levels of account retention
Marketing new business and/or renewal business, could be in conjunction with a Risk Advisor or independently
Manage all account work in our agency management system (EPIC) to ensure all data is accurate
Seek and develop opportunities to increase knowledge of insurance industry trends, market conditions, and competitors
Embrace the tools provided to become efficient in managing a book of business that is assigned
Maintain confidentiality of client and carrier information
Perform other duties, as assigned, appropriate to the position
SKILLS & COMPETENCIES:
Proven experience in account management, customer relationship management, or sales role
Expectation of becoming licensed in P&C within 30 days, if not already
Knowledge of the insurance industry terminology and documentation
Ability to collect, analyze, and interpret insurance-related data
Actively staying informed on industry developments, including new trends, market conditions, and competitor activity, to offer up-to-date advice and solutions
Proficient in utilizing agency management software and tools like EPIC
Excellent communication and interpersonal skills, with the ability to build rapport and influence stakeholders at all levels
Excellent organizational and time management skills, with the ability to prioritize and handle multiple client accounts simultaneously
Demonstrating a continuous learning mindset by actively seeking opportunities for professional development and staying updated on insurance industry trends
Proficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper-free environment
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.
Summary: This is intended to describe the normal level of work required by the person performing the work. The essential job functions outlined are primary duties and responsibilities. Other duties may be assigned as needs arise or as required.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
Front Desk
Hubbard, OH Job
Our Travelodge motel in Hubbard is looking for an energetic candidate to serve our guests with a smile. Come join our team! Our front desk employees have an important role and requires someone with excellent guest service and communication. A great candidate would be able work during the week, on weekend and holiday shift as needed.
Job Purpose:
Serves guests by completing registration; controlling room assignments.
Duties:
* Welcomes guests by greeting them; answering questions; responding to requests.
* Registers guests by obtaining or confirming room requirements; verifying preregistration; assigning room; obtaining information and signatures; issuing door cards.
* Establishes credit by verifying credit cards or obtaining cash.
* Directs guests to room.
* Conveys information to guests by receiving and transmitting messages, mail, facsimiles, packages, etc.
* Provides information to guests by answering inquiries regarding hotel and other services guests may require, such as entertainment, shopping, business, and travel.
* Maintains records by entering room and guest account data.
* Collects revenue by entering services and charges; computing bill; obtaining payment.
* Makes hotel and other reservations by entering or telephoning requirements; checking availability; confirming requirements.
* Secures guests' valuables by placing valuables in safe deposit box.
* Contributes to team effort by accomplishing related results as needed.
Skills/Qualifications:
Customer Service, People Skills, Quality Focus, Professionalism, Energy Level, Multi-tasking, Dependability, Thoroughness, Phone Skills, Data Entry Skills, Listening
Prior experience is a plus!
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Required qualifications:
Legally authorized to work in the United States
21+ years or older
Preferred qualifications:
2+ years of experience in the hospitality industry
At least high school diploma or equivalent or higher
Reliable transportation to and from work
Retail skills: addressing customer complaints
Warehouse skills: FIFO stocking
Management skills: resolving customer complaints
Math skills: counting cash drawer
Able to comfortably lift 20 lbs
Available to work: overnight
Available to work: holidays
Available to work: early morning
Available to work: weekends
Available to work: weekdays
Available to work: overtime
Casualty Broker
Dallas, TX Job
Markets, identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the insurance company while managing a team of support staff.
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Meet or exceed production goals as assigned by CRC.
Develop and maintain excellent relationships with clients.
Supervise a multi-person team ensuring all pertinent information is communicated.
Manage team, including support, to ensure policies/procedures are followed and that E&O scenarios are avoided.
Solicit, market, quote, bind, and confirm new and existing business.
Negotiate the best terms and coverages available with accessible markets.
Ensure submissions reflect accurate data such as risks and coverages.
Monitor accounts to ensure compliance with the firm's policies and procedures.
Market all CRC products and services to clients.
Maintain necessary licenses to produce business.
Represent the firm in a professional manner with clients and business partners.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree or appropriate insurance designation
Five years of experience as an active wholesale broker or seven years of wholesale experience in the industry
Must be licensed in corresponding areas of insurance
Possess and maintain a high level of knowledge of wholesale insurance that cultivates and develops client and agent relationships
Must be able to understand and analyze necessary components of insurance policies
Ability to understand the client's needs and have knowledge of the risk profiles associated
Recognize new trends and developments in the insurance industry and be able to incorporate into strategies
Ability to develop, foster, and maintain an excellent working relationships
Leadership and team leadership skills
Excellent written and verbal skills
Abilities must include preparing submissions for markets and securing quotes
Maintain travel schedule depending on the needs of clients, Agents, new business and corporate activities
Ability to work extended hours when necessary
CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Mechanical Superintendent
San Antonio, TX Job
This position is responsible for overseeing the installation, maintenance, and repair of mechanical systems and piping in industrial projects. It involves supervising a team of welders, pipefitters, riggers, and boilermakers, ensuring projects are completed on time, within budget, and to the highest quality standards. The Superintendent must also ensure compliance with all safety regulations and industry standards.
Responsibilities:
Oversee and coordinate the day-to-day activities of the mechanical and piping teams.
Ensure all work is performed according to project specifications, blueprints, and regulatory standards.
Monitor project timelines and work schedules to ensure timely completion.
Identify and resolve any issues or discrepancies in installation and maintenance work.
Maintain detailed records of work performed and materials used.
Ensure that all team members are aware of and follow safety procedures.
Ensure the activities are planned for smooth execution, including assisting with soliciting construction bids and evaluation.
Enforce strict adherence to safety protocols and regulations.
Address any client concerns or requests promptly and professionally.
Qualifications:
A high school diploma or equivalent.
NCCER Certified Plus in Pipefitting, Welding, and/or Boiler making
CWI a plus.
Read and interpret weld process according to AWS and ASME section IX.
Proficient in structural/vessel fitting, Mig/Fluxcore/Tig/Subarc welding.
Thorough knowledge of piping blueprints, specifications and codes.
Excellent communication skills and the ability to successfully interact with employees and clients on a professional level
The ability to supervise diverse field crews.
The ability to schedule projects and meet deadlines
Minimum of 10 years of experience in mechanical and piping installation and maintenance, with at least 5 years in a supervisory role.
Industrials Analyst
New York, NY Job
Industrials Analyst for Concentrated L/O Value Fund
Fundamental, value-oriented equity investment firm. Our approach is characterized by: (1) Concentrated capital deployment focused on highest conviction investments. (2) Private-equity style due diligence to gain deep insights into business fundamentals and industry trends within our focused universe. (3) Constructive engagement with management teams to unlock and accelerate shareholder value.
Position Description
Conduct company due diligence, prepare financial models and pitch investment ideas.
Developed market focus with emphasis on US
Key sectors: industrials, materials, consumer, services
Workplace is Midtown Manhattan; no remote option.
Candidates must possess the following:
5+ years of public equities experience gained in any of any of the above sectors
Demonstrated interest in value investing
To apply, please send your resume to *************************** with the subject line: Industrials Analyst Application.
Sr. Principal Mechanical Engineer
Houston, TX Job
Senior Principal Mechanical Engineer
Gulf Companies has served the global energy industry since 1953 by supporting the complete project lifecycle and developing valued business partnerships to ensure the success of the project. Our worldwide experience and multi-disciplined capabilities encompass all aspects of the Engineering, Procurement, Construction Management, Field Inspection, GIS Integrity, Staffing Services and more.
Position Description
The Senior Principal Mechanical Engineer has a breadth of knowledge encompassing varying pipeline facilities and is qualified to handle up to large and complex projects. Works independently. He/she has a wide latitude of technical authority with full work responsibilities as well as limited administrative responsibilities within each project. He/she is the primary producer of mechanical deliverables for the project scope, but on most projects also assigns, guides, and reviews the work of lower level engineers and designers. Work is periodically reviewed by the Chief Mechanical Engineer for accomplishment of objectives.
Essential Functions
Prepares, reviews, or approves mechanical engineering calculations.
Prepares, reviews, or approves mechanical specifications and data sheets.
Prepares, reviews, or approves material requisitions for equipment, materials, and subcontracts.
Prepares, reviews, or approves technical bid evaluations for equipment and materials in cooperation with Procurement Department.
Prepares, reviews, or approves lists (equipment, valve, piping, tie-in, and specialty items).
Coordinates, reviews, or approves PFDs, P&IDs, piping plans, and site layouts.
Coordinates with client personnel relative to mechanical and piping activities.
Reviews and approves vendor drawings and documents.
Observes factory acceptance testing of equipment when required.
Prepares or reviews mechanical engineering deliverable status reports and work plans.
Reviews the mechanical scope of work to be executed to ensure it matches project specifications and/or contract documents.
Open to both short and extended term assignments to the site, client's office, or similar as may be requested by management.
Assists the Chief Mechanical Engineer in proposals.
Assists the Chief Mechanical Engineer in providing training to personnel.
Qualifications
Typically 15+ years of experience focusing on oil and gas pipeline facilities such as
Compressor stations
Pump stations
Metering and regulating stations
Storage terminals
Loading/unloading facilities
In depth knowledge of petroleum liquid and gas industry codes and standards published by the US DOT, AGA, ANSI, API, ASME, ASTM, MSS, and NFPA, with the ability to apply the standards to facility designs.
Knowledge of computer systems in an engineering environment.
Excellent written and verbal communication skills.
Education
Bachelor of Science degree in Mechanical or Chemical Engineering
Professional Engineering License preferred
Competencies
Effective technical skills
Meticulous attention to detail
Analytical problem-solving skills
Creativity and innovation
Excellent verbal and written communication skills
ADDENDUM: ENGINEERING FACILITIES DEPARTMENT
MECHANICAL ENGINEERING GROUP FUNCTIONS
Mechanical Engineering for pipeline facilities is a highly specialized group whose function is to provide engineering-design services covering:
Mechanical Equipment and Piping System Design - Develops the optimum systems based upon desired performance, space constraints, reliability, maintainability, flexibility, and cost.
Calculations and Studies - Performs calculations and studies such as the following: piping material selections, liquid and gas line sizing, pipe volume, pressurizing time, purging velocity, blowdown time, orifice sizing, regulator and control valve sizing, relief valve sizing, pump NPSHA, compressed air requirements, fluid properties, building ventilation, pressure testing, and fuel gas heating.
Site Layouts and Piping Plans - Determines location, size, and arrangement of major mechanical equipment and piping. Assist with building layouts.
Process Hazard Analysis - Participates in HAZOP, HAZID, and PHA as required.
Requisitions, Specifications, Data Sheets, Technical Evaluations - Prepares material requisitions with all supporting documents for equipment such as:
Pressure Vessels and Tanks
Silencers
Pumps and Compressors
Flares
Gas Turbines and Engines
Regulators
Filters, Scrubbers, and Separators
Control Valves
Pipe, Fittings, Valves, and Valve Actuators
Gas Dehydration Equipment
Heat Exchangers and Heaters
Relief Valves
Meters and Provers
Gas Coolers
Construction Drawings - Responsible for IFC drawing packages, including:
PFDs and P&IDs
Equipment lists
Equipment Plot Plans
Valve lists
Piping Plans and Details
Piping line lists
Work Environment/Physical Demands
Working conditions are normal for an office environment.
Frequent sitting and operating a computer.
Must be able to use body members to work, move or carry objects or office materials.
Must be able to exert up to 10 pounds of force occasionally.
Physical demands requirements are at levels of those for sedentary work.
Gulf is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Client Relations Specialist
New York, NY Job
My client was founded in 2017 to help financial advisors better secure their clients' financial futures. They focus on independent Registered Investment Advisers (RIAs), delivering financial products that advisors can't easily access today through beautiful, scalable, and easy-to-use technology.
Today, they work with over 900 RIAs that collectively represent more than $1.6T in assets under management across two industry-leading products
We are looking for a strong client support representative with their Series 7 license to handle client accounts and cash movements. This role involves providing white-glove customer service, answering questions from end clients, and relaying feedback to product and engineering teams.
My client operates on a hybrid work model, with employees coming to the office on Tuesdays, Wednesdays, and Thursdays. They provide lunch on in-office days and encourage team meetings and collaboration.
Outbound Sales Representative
Saratoga Springs, NY Job
Prime Group Holdings, LLC is a vertically-integrated private equity real estate firm focused on self-storage and other alternative real estate asset classes.
With $6.6 billion in assets under management, Prime Group is one of the largest private owners and operators of self-storage properties in the world, owning and operating over 310 self-storage assets in 28 states, two Canadian provinces and the U.S. Virgin Islands containing over 23 million rentable square feet. The firm manages three flagship funds on behalf of a global investor base, including the largest self-storage dedicated fund ever raised, Prime Storage Fund III.
Headquartered in Saratoga Springs, NY, Prime Group has more than 700 employees. The firm has a regional office in Jupiter, FL and investment originations offices in Denver, CO, Hackensack, NJ, Yorktown, VA and Calgary, Alberta. Prime Group's 21-person senior leadership team is supported by teams including sourcing and acquisitions, asset and portfolio management, compliance/legal, property management, information technology, transactions/financing, marketing, accounting and training, among others.
Prime Group's success is built on a culture of respect, teamwork, business ethics, accountability and persistence. The company deeply values the strong relationships it has built with its customers, employees, investors and stakeholders. Pitchbook, a leading resource for comprehensive data, research and insights spanning the global capital markets, named Prime Group as one of the top 10 real estate value-add fund managers in Pitchbook's 2023 Global Manager Performance Score League Tables.
Job Overview
As an Outbound Sales Representative, your primary responsibility will be making outbound calls to potential leads with the goal of closing sales. You will work in a fast-paced environment, engaging with potential tenants and customers, providing information about our storage facilities and services, and converting inquiries into rentals. The position is ideal for sales-driven individuals with a customer-focused mindset.
*This is NOT cold calling*
Benefits
401(k) matching
Health, dental, and vision insurance
Paid time off
Flexible schedule
On-the-job training
Referral program
Responsibilities
Make outbound calls to leads and potential customers to close sales
Provide information and solutions to customers regarding our storage facilities and services
Demonstrate strong sales skills and a customer-focused approach
Accurately track and report sales performance and lead outcomes
Maintain a high standard of professionalism in all communications
Work closely with the sales team to meet daily, weekly, and monthly sales targets
Resolve customer questions and concerns with the highest level of service
Qualifications
Prior experience in sales, especially phone-based sales, is highly preferred
Strong communication and interpersonal skills
Ability to manage multiple tasks and priorities in a fast-paced environment
Proficiency in Microsoft Office applications and web-based tools
Results-oriented with a proven ability to meet or exceed targets
Self-motivated and able to work independently or as part of a team
Compensation
Pay Range: $22.00 - $24.00 per hour + incentive pay
Shift Options
8-hour shift (Must be flexible to work between the hours of 8AM-10PM)
Availability to work one weekend day per week.
Equal Opportunity Employer Statement
Prime Group Holdings is an Equal Opportunity Employer and does not discriminate against any employee or applicant based on race, color, sex, age, national origin, religion, sexual orientation, gender identity or expression, veteran status, disability, or any other protected class.
Job Type: Full-time
Expected hours: 40 per week
Work Location: In person
Regional Property Manager
San Antonio, TX Job
How do you define success?
Our associates epitomize the word! The fast-paced company culture mixes challenge and excitement to create an environment of professionalism and engagement seldom seen or experienced!
Do you want to prove yourself, show what you can do?
We invest in our associates, challenge them, give them the tools to succeed, and allow them to control their own future.
If you are a high achiever who craves a workplace that challenges your talents and recognizes your strengths and efforts, it's time to join our team and make a difference. EOE.
Your Role as a Regional Manager:
Manage a portfolio and motivate a sales team
Create and develop lasting relationships with vendors and staff
Implement a competitive marketing strategy.
Work with the owners to identify property goals and objectives
Implement effective cost control, revenue maximization, and delinquency management
Work with Community Managers on yearly operating budgets and sales/marketing plans
Effectively maximize rental income
Ensure all required weekly, monthly, and quarterly reports are completed accurately and in a timely manner
Train and motivate associates to achieve sales goals
Maintain thorough product knowledge on all properties and that of major competition
Ensure that the established policies and procedures are within the Company's policies
Qualifications:
Possess advanced bookkeeping knowledge and perform general accounting functions
Understanding of current legal responsibilities of the properties
Exceptional organizational skills and extreme attention to detail
Excellent communication skills both verbal and written
Professional appearance and demeanor
Knowledge of OneSite strongly encouraged, Ops Technology required.
Strong knowledge of the San Antonio market
So, what's in it for you?
Upward mobility and true career growth
15 days of PTO
12 Paid Holidays
100% Paid Medical Benefits for Employee
401k with company match
Excellent culture to thrive in a best in class environment
Career growth, development, chance to lead and move up
Supportive leadership and teams
$1000-$1500 employee referral bonus
Come visit us at **********************************
LIHTC Underwriter
Columbus, OH Job
Job title: Account Manager (LIHTC Underwriter)
The Account Manager is responsible for underwriting low-income housing tax credit projects, driving deals through the closing process, managing and coordinating Credit Committee memos, and providing in-depth analysis of key diligence items to recommend actions to the Committee and Risk Officer. In this process, the Account Manager performs an unbiased evaluation of transactions, structuring tax credit investments, measuring the risks, and identifying mitigants associated with these transactions.
Essential Job Functions:
Function/Responsibility
As part of underwriting assigned proposed tax credit investments:
Understands all facets of the deal, including but not limited to guarantor review, income and expense analysis, financial underwriting, and due diligence review
Facilitates due diligence collection and review
Joins and is an active participant in closing calls to maintain the closing timeline
Prepares and presents the Investment Memo package - including narratives, descriptions, risks and mitigants, and other ad hoc analyses illustrating pertinent aspects of the investment - for internal approval at various times during the closing process
Owns the financial model throughout the closing process, including the maintenance of yield from LOI through Closing
Identifies and elevates risk items or changes to the Originator, Risk Officer, or other parties affected by changes and identifies mitigants
Provides regular updates with AVP of Accounts Management; EVP, Acquisitions; and Risk Officer regarding deal underwriting progress including status of closing checklist review, review of due diligence materials, transaction timing, and problematic issue identification and resolution to assist in the management of the closing pipeline
Collaborates with Originator to enable coordinated communication with Developer partners using a positive and proactive approach that will foster long-term positive relationships.
Ensure that OCCH's underwriting guidelines are met on each transaction
Leads transition to Construction and Asset Management
Other duties as assigned
Education / Certifications:
Bachelor's degree in Business, Accounting, Finance, Real Estate, or related field required.
Work Experience:
1-3+ years' experience real estate finance, lending, affordable housing and/or LIHTC program, and familiarity with industry policies, issues, and programs.
Knowledge, Skills & Abilities:
Functional/Technical skills
- Has the functional and technical (e.g., accounting, finance) knowledge and data analysis skills to perform at a high level of accomplishment in a fast-paced environment.
Strong communication and analytical/technical skills, including financial accounting, modeling, and investment structuring.
Proficient Excel modeling skills required.
Attention to detail.
Problem Solving
- Uses rigorous logic and methods to solve difficult problems with effective solutions; looks beyond the obvious and does not stop at the first answers.
Communication
- Conveys messages clearly and succinctly both verbally and in writing; speaks in a manner that is effective for a variety of audiences and settings, coaches' others in a constructive way.
Informing
- Provides the information people need to know to do their jobs; provides information so that decision makers can make accurate decisions.
Priority Management
- Prioritizes multiple tasks/projects successfully; delivers outputs within timeframes; demonstrates an ability to focus on the details without losing site of the big picture.
Strong organizational skills and ability to coordinate complex activities, prioritize conflicting demands and meet deadlines.
• Must be highly motivated, be able to work independently.
• Demonstrated ability to work productively and accurately in a fast-paced environment with multiple projects and stringent deadlines.
Learning on the Fly
- Open to change; analyzes both successes and failures for clues to improvement; enjoys the challenge of unfamiliar tasks.
Demonstrates professionalism, diplomacy and composure and is flexible and able to adapt to a variety of situations.
Ability to work evening and weekend hours during peak periods.
Ability to travel for site visits as required.
Ohio Capital Corporation for Housing is an independent, mission-driven nonprofit corporation based in Columbus, Ohio, who works with private and public developers to create affordable housing opportunities. Since its inception, OCCH has raised over $6 billion in private capital and invested in over 60,000 units of affordable housing in over 1,000 developments.
Our mission is to advance the preservation, production, and management of affordable housing through collaborative partnerships and innovative thought leadership. Our mission is at the heart of everything we do. Our core values are our building blocks and foundation. Our values of CREATING: Collaboration
& Communication, Respect, Expertise, Accountability, Trust, Innovation, Inclusion & Growth, will guide our behaviors ensuring a consistent focus on quality and progress toward our vision. Ideal candidates will be passionate about our mission and exhibit our core values with a commitment to continuous improvement and growth.
OCCH is an equal opportunity employer. Equal employment opportunity is not only good practice - it is the law and applies to all areas of employment, including recruitment, selection, hiring, training, transfer, promotion and demotion, termination, compensation, and benefits. As an equal opportunity employer, OCCH prohibits unlawful discrimination based on race, religion, creed, color, national origin or ancestry, sex, age, marital status, sexual orientation, gender, gender identity, gender expression, genetic expression, disability, veteran or military status, or any other basis that would be in violation of any applicable federal, state or local law.
Assistant Controller
Dallas, TX Job
We Are Hiring…..Assistant Controller! Come be part of our growing Team!
Presidium is a leading multifamily real estate investment and management firm specializing in the acquisition, development, and management of residential communities. We are seeking a highly motivated Assistant Controller to join our dynamic team and play a key role in overseeing accounting functions, financial reporting, and compliance for our growing portfolio.
The Assistant Controller will support the Chief Accounting Officer in managing all aspects of accounting and financial reporting for the company's portfolio. This role will ensure accurate financial records, assist in financial forecasting, and maintain compliance with accounting standards and regulatory requirements. The ideal candidate has strong analytical skills, attention to detail, and a deep understanding of real estate accounting.
Key Responsibilities:
Oversee the preparation of financial statements, ensuring compliance with GAAP and company policies.
Assist in the month-end and year-end close processes, including journal entries, reconciliations, and financial statement preparation.
Review property-level financials to ensure accuracy and completeness.
Support external audits, tax filings, and lender reporting requirements. Ensure all requirements are met and documents are submitted accurately and on time.
Monitor accounts payable, accounts receivable, and general ledger activity.
Ensure proper cash management and oversee bank reconciliations.
Work closely with property management and accounting teams to ensure accurate reporting of revenue, expenses, and capital expenditures.
Assist in the development and implementation of accounting policies, procedures, and internal controls.
Ensure compliance with federal, state, and local regulations, including tax and real estate laws.
Support system upgrades, automation, and efficiency initiatives.
Correspond with multiple departments on a continuous basis (A/P, A/R, Operations, Asset Management, Investor Relations, and Development).
Oversee the preparation of investor reports on a monthly and quarterly basis.
Other projects/duties as assigned.
Required Qualifications:
Bachelor's degree in Accounting, Finance, or a related field.
7+ years of property accounting experience in multifamily real estate.
Strong knowledge of GAAP and real estate accounting principles.
Experience with Yardi property management/accounting software.
Proficiency in Microsoft Excel and financial analysis.
Strong analytical skills with a keen attention to detail.
Excellent communication and problem-solving abilities.
Ability to work independently and meet deadlines in a fast-paced environment.
Knowledge of real estate financial reporting, loan compliance, and investor reporting.
CPA or working toward certification preferred.
Benefits:
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
EOE
Real Estate Accounts Payable Associate
New York, NY Job
Property Management group based in Manhattan is looking for a highly skilled, experienced, and motivated
Real Estate
Accounts Payable Specialist
for the timely and accurate handling and management of vendor invoices and payments.
Yardi a must!
The successful candidate must have a successful record of extensive bookkeeping and administrative knowledge. Organization skills and excellent customer, vendor and management coordination are a must to succeed in this high-visibility role.
Core Responsibilities
Assign new vendor accounts and collect W-9 forms
Efficiently process all invoices via Yardi PayScan and Yardi 7s, manage utility bills
Respond to payment inquiries from vendors
Process union weekly & monthly invoices and book manual checks
Create report with a list of invoices to pay weekly
Processing check run in the system and compiling it for signatures
Record ACH and wire activities in Yardi with manual checks
Responsible for accounts payable processing on daily basis
Researched & resolved all payment discrepancies
Assisted in year-end closings and 1099's form preparation
Worked closely with Accounts Receivable, Accounting & Building Operation Departments
Assisted with processing of administrative expenses such as corporate credit cards, entity reimbursements and more
Perform bank reconciliation on assigned accounts
Reconcile, process, and create as needed, purchase orders for residential teams
Assist Property Management and Operations teams with tenant/vendor issues as they arise.
Perform other duties and assisted with other projects as needed
Position Requirements
Bachelor's degree, preferably in accounting/finance
Extensive knowledge of the AP workflow processes
2 years of experience in an accounting role
Proficiency working with Yardi software and Paysan a must.
Experience with tax credit residential properties is a plus
Proficient working knowledge of MS Excel
Strong communication and problem-solving skills
Investment Associate / Senior Associate (Hospitality)
Fort Worth, TX Job
Crescent Real Estate LLC (“Crescent”) is a real estate operating company and investment advisor, founded by Chairman John C. Goff, with more than 100 employees and assets under management, development and investment capacity of more than $10 billion. Crescent's unique fund structure allows the company to be strategic in timing, property type and the structure in which it invests. Crescent has a broad real estate investment mandate, but primarily invests in hotels, multifamily and office - both existing acquisitions and new development. Crescent invests alongside institutional and ultra-high net worth clients in real estate and real estate related assets.
Crescent is looking for an experienced associate / senior associate to join our hospitality team at our corporate office in Fort Worth, Texas. You will be working directly with senior management of our hospitality team. You will be managing existing hospitality real estate investments and be involved in the investment lifecycle of a deal from refinances to dispositions. You will be underwriting, modeling, and conducting due diligence on new hospitality acquisitions, developments, and recapitalizations. You will conduct, analyze and summarize research of market-related demand drivers, transactional trends, and target asset competitive sets.
This is the perfect job for you if:
You are a self-starter and enjoy solving problems. You don't get flustered easily. If you don't know the answer, you'll dig until you find it.
You are motivated and driven. You're going to take ownership of the time you spend with Crescent and truly make a difference.
You have strong working proficiency in Microsoft Excel, Word and PowerPoint, with established Excel financial modeling expertise.
You communicate clearly, and you write well.
You have a high attention to detail when modeling, underwriting, and conducting diligence.
You have a thorough understanding of key drivers in the commercial real estate industry.
Of course, you must have integrity and a strong sense of ethics
As our Investment Associate, a typical day might include the following:
Assist in the underwriting, financial modeling, diligence, and internal / external memo preparation for hospitality acquisitions and developments. Work alongside hospitality team to negotiate, structure, finance, and close investments.
Support ongoing refinances and dispositions of the existing hospitality portfolio.
Build and update advanced Excel models and reports that evaluate investment opportunity, fundamental economic / industry outlook, and currently owned/operated assets.
Assist asset management team in financial analysis and tracking of the operational performance of the existing hospitality portfolio to identify trends and opportunities.
Partner with asset management team to track portfolio operating results and complete cash flow forecasts or other analysis as needed for strategic decision making concerning individual assets. Track market conditions and performance in relation to current portfolio performance.
Drafts internal/external communications, memos, and presentations with high levels of professional institutional quality as directed.
Responsible for assembly and documentation of exhibits and supporting materials for transactional documents.
Conducts ongoing research of the hotel industry to detect market trends and related information for analysis in defining investment strategies. Draws conclusions and makes recommendations based upon analysis.
Maintain current knowledge of the hospitality industry and global capital markets by monitoring current financial publications and conducting ad hoc research as necessary.
Performs any other job-related duties as assigned.
You need to have:
A bachelor's degree, ideally with a focus on real estate, finance, or hospitality.
Minimum 2-3 years of experience in the commercial real estate industry, however 3-5 years of experience is preferred.
Hospitality experience in real estate investment, financial banking, or private equity firms is highly preferred.
You will also need to:
Be able to demonstrate analytical and financial modeling experience.
Be in the office 5 days a week in Fort Worth, Texas
Have a proven outstanding work and/or academic track record with a demonstrated history of achievement.
Be able to travel up to 20%
Google to learn more about Crescent Real Estate
Our website crescent.com
Check us out on LinkedIn
We offer opportunities for career growth, responsibilities and rewards-based incentives, and competitive pay and benefits.
Salary and Benefits Commensurate with Experience. Equal Opportunity Employer. Except where prohibited by state law, all offers of employment are conditioned upon completed a background check.
Real Estate Agent - We Supply 20+ Buyer & Seller Leads Every Week
New York, NY Job
Amo Realty is a small real estate brokerage that provides our agents with at least 20+ incoming real estate leads each week. It's a strong way to help stay completely booked on the front lines of the busy NYC real estate world. It's a very rare lead system to receive this kind of volume each week.
There are options for residential buyer leads, sellers, apartment renters, commercial real estate leads. Our office is located at 1177 6th Avenue in Manhattan, however we cover all of NYC, Westchester & Long Island.
The strategy that we have works: High volume leads. One of our agents closed a $22 million sale from one of our leads. We have a sustainable lead system that is meant just for a small group.
About Amo Realty
Our company originally opened in Boston in 2007 (Boston City Properties was our first office). We expanded nationally. We currently have 14 very small offices in 14 states.
Leads
We give our agents at least 20+ leads per week. The leads come in from a variety of sources. We've had the exact same system since 2007 and it works with a small group. We're under water leads.
Residential leads
We are flooded with residential buyer leads. The leads come from a variety of sources including Zillow. We also provide incoming seller leads. There are also options to take on luxury apartment renters and luxury rental listings.
Commercial leads
The commercial leads that we have are mainly commercial lease leads looking for office space, restaurants, retail, industrial and more. There are also larger commercial investor leads.
Split Info
Agent's own leads start off at 75% for the first 3 years. A $5,000 cap system for agent's own leads is implemented for agents who have been with the company for 3 years. After the 3 year mark, agents keep 100% for the rest of the year for their own leads after $5,000 comes in on a 75/25 split. We provide clients to our agents at a 50/50 split. It's a 100% split for agents that buy or sell their own properties.
We have agents who have been with us for 10-15+ years and they don't typically need leads from us, however we can back them up with leads when they need it.
There is no catch, no desk fees, no transaction fees, this is real.
We're looking for loyalty
Our lead system only works if we do not have any turnover. We have very low turnover, and the first agent ever hired in 2007 still works at our company. We need agents that are going to close sales and stay with us for the long run.
Requirements
New York Real Estate License is Strictly Required
Apply on LinkedIn and we'll get back to you asap!
Director of Nursing
Columbus, OH Job
The Ashford on Broad - a Wallick Community, is a premier senior living community committed to providing compassionate, high-quality care to our residents. We are dedicated to creating a warm, welcoming environment where residents can thrive. We take our mission of opening doors to homes, opportunity, and hope seriously through providing exceptional, mission driven care.
Are you a compassionate and experienced healthcare professional looking for leadership role where you can truly make a difference? As the Director of Nursing at The Ashford on Broad, you will have the opportunity to lead a dedicated care team, while shaping the quality of life for our residents. We are looking for someone who is not only skilled in care management but also deeply committed to building relationships and delivering personalized, resident-centered care.
** Details: This is a full-time salaried position. The compensation for this role is $80 - 100k with a 6% annual bonus. PLUS, we are currently offering a $5,000 Sign On Bonus! Apply today! ** About your role as the Director of Nursing:
In accordance with the Wallick Mission and Values, coordinate and manage the nursing aspect of the assisted living facility in accordance with federal, state, local and company guidelines in order to assure the highest degree of resident care is maintained.
The Director of Nursing will report to the Executive Director and oversee all nursing staff.
The work - How you will contribute as the Director of Nursing on our team:
Provide leadership and daily instruction to the nursing department staff.
Ensure appropriate staffing levels are maintained.
Ensure proper dispensing and documentation for medications.
Oversight of the move-in & move-out process according to governing regulations.
Maintain positive relationships with customers, vendors, associates, residents and their families.
Oversight of compliance as it relates to the nursing department.
Perform other related duties as assigned.
About You: You have great customer service skills, and are flexible, compassionate, and dependable. Previous experience working in an Assisted Living or Memory Care Community is a plus, but all are encouraged to apply!
You'll also have:
2 or more years experience in a nursing leadership role.
Must be proficient operating a computer and Microsoft office. skills.
Strong clinical skills.
The ability to effectively communicate with associates, residents and family members.
You can make decisions that may affect any or all internal departments, as well as the community.
Ohio Nursing License
What we offer you:
Pay on-demand (access your money as you earn it)
Employee Stock Option Plan
Paid Parental Leave
Health, Dental and Vision insurance within two weeks
Free meals
Company provided uniforms
Gym membership or Fitness equipment reimbursement
Company paid life and long-term disability insurance
Voluntary life, short-term disability, accident, critical illness, and hospital indemnity coverage
Paid time off & Holiday Pay
401(k) with a company match after 90 days
Tuition reimbursement
Employee Referral Bonus
Wallick's Mission: Opening doors to homes, opportunity, and hope.
Wallick's Values: Our Values flow directly from our Mission and set the expectation for how all associates work together. These values are:
Care
Character
Collaboration
Working at Wallick Communities:
Diversity, equity, inclusion, plus belonging. Four impactful words. One powerful and transformative journey. Here at Wallick, we know that when we invest in the equity of each group, all groups benefit. It's not about one person, one idea, nor any one action. It's about what we can accomplish together. Join us and work towards creating an inclusive and diverse workforce experience at Wallick.
Staff Internal Auditor
New York, NY Job
(include Reporting Structure):
Mitchell Titus' commitment to the quality and integrity of our audits is exemplified by our global audit methodology and thorough our quality controls that are applied to every client engagement. Together with our substantial investments in technology, knowledge, and learning resources for our audit professionals, these enable us to deliver quality assurance services to our clients and their stakeholders.
We are currently seeking a qualified candidate for an excellent career opportunity as a Staff Auditor.
Responsibilities:
Excellent written and verbal communication skills.
Strong computer skills, including MS Office.
Ability to work as an effective member of a team.
Motivated to work in a fast-paced environment.
Client focused with the ability to multi-task.
Demonstrate professionalism and competence in the client's environment by meeting all client deadlines.
Maintain a strong client focus, be responsive to client requests, and develop/maintain productive working relationships with client personnel.
Stay informed of current business/economic developments relevant to the client's business.
Performs audit procedures on foundational, less complex engagements (Cash, Prepaid Expenses, PP&E, AP, etc.), preparing appropriate audit conclusions.
Contribute ideas/opinions to the audit teams and listen/respond to other team members' views.
Use technology to continually learn, share knowledge with team members, and enhance service delivery.
Technically and mathematically proficient with tools and software programs available for auditors.
Actively observes seniors interacting with clients to learn how to establish strong rapport and trust.
Exhibits due professional care in conducting timely workpaper review and sign off to ensure quality of work and timeliness of client deliverables.
Ability to collaborate effectively with cross-functional teams.
Demonstrated ability to adapt to a fast-paced environment and prioritize multiple tasks effectively.
Knowledge of GAAP guidelines and Sarbanes-Oxley rules and regulations
Experience level:
0 - 4 years of hands-on accounting or auditing experience
Education Requirements
Bachelor's degree from an accredited college/university and eligible to sit for the CPA exam and must meet minimum educational requirements for the CPA licensure prior to the start date for this position.
Accounting major.
Ability to travel.
Preferred GPA of 3.0 or above.
Language:
English
Schedule:
Monday to Friday
Weekends as needed.
Benefits:
401(K)
Continuing Education credits
Medical Insurance
Dental Insurance
Vision Insurance
PTO
Parental leave
Overtime available
Ability to Commute/Work Location: Hybrid: On-site for a minimum of two days weekly. This is subject to change to meet the needs of your assigned client engagement.
80 Pine Street 32nd Floor New York, NY 10005
Mitchell & Titus is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Project Coordinator
New York, NY Job
ABOUT SAVILLS
At Savills, we help organizations find the solutions that ensure employee success. Sharply skilled and fiercely dedicated, our integrated teams of consultants and brokers are experts in better real estate. With services in tenant representation, capital markets, project management, workforce/incentives and workplace strategy/occupant experience, we've boosted the potential of workplaces around the corner, and around the world, for 160 years and counting.
Savills is looking for a Project Coordinator in our NYC office to join Integrated Consulting Strategies - a financial consulting group that advises on some of the largest and most complex client engagements firm-wide. The ideal candidate is mission-driven, action-oriented and able to thrive in a growing and fast paced environment. This role is well-suited for a highly motivated, career-oriented professional with real estate experience and interest in a blended position of marketing and consulting support.
KEY DUTIES AND RESPONSIBILTIES
Project management of collateral projects for existing clients and prospects
Provide administrative and technical support for the Integrated Consulting Strategies team (i.e. billing, expenses, workflow organization, etc.).
Accurately prepare/edit presentations for client meetings using Microsoft Office Suite.
Conduct online research.
Coordinate on/offsite meetings including scheduling appointments, keeping calendars and arranging travel itineraries and meeting room reservations.
Maintain, schedule and set-up conference room in preparation of broker/client meetings, lunches, training, or special events.
Help develop ideas and concepts into designs with minimal direction.
QUALIFICATIONS
Effectively communicate, interact, and collaborate with brokers, staff, vendors and clients
Consistently demonstrate a high level of performance and professionalism
Ability to multi-task and meet deadlines in a high-pressure environment.
Excellent verbal and written communication skills
Maintain discretion and exhibit sound decision-making skills.
Exhibit a high level of attention to detail.
Strong work ethic and positive attitude.
Advanced knowledge of Microsoft Office Suite (i.e. word, excel and power point)
Working knowledge of Adobe InDesign/Illustrator or graphics knowledge a plus
Ability to adapt to company specific software.
Excellent organizational and time management skills; ability to multi-task and prioritize workload under pressure.
Self-starter who works independently and thinks proactively and strategically.
PREFERRED EDUCATION AND EXPERIENCE
Bachelor's Degree required.
3+ years of work experience in a real estate/sales/consulting/paralegal position
Fluent in MS Suite including PowerPoint, Word, and Excel
Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic. All qualified applicants, including minorities and women, are encouraged to apply.
Savills participates in the E-Verify program.
Luxury Sales Consultant
Dayton, OH Job
About the Company
Ready to apply those retail/restaurant/hospitality skills towards a rewarding and long-term career? We offer a structured 40 hour schedule, full benefits, great starting pay plus uncapped bonuses on top! ZERO industry experience required, we'll teach you everything you need to know! As a leasing/sales consultant, you will be the face of the property and responsible for building relationships to drive sales and increase retention.
About the Role
Are you the following...? Are you naturally persuasive? Do your achievements put you in the top 1% of everything you do? Do you enjoy building relationships and connecting with people? Do you thrive in a fast-paced environment? Do you need to cross something off your list every day to feel accomplished? If this sounds like you, this is your chance to advance your career!
Responsibilities
Clear Career Path and Hands-On Training!
Uncapped Commission!
Up to 3 weeks of paid time off in your first year!
Full Benefits - medical, dental, vision, life insurance, & 401(k) matching!
The Connor Group is a national leader in operating luxury apartment communities and is considered the best in its industry. In nearly 30 years, we've grown from zero to $5 billion in assets. Along the way, we've won national awards for best places to work, innovation, leadership, and community involvement. In 2023, we were awarded "Best Places to Work by Titan Business Awards. In addition, we won Best Places to Work in 2017, 2019, and 2020, becoming 1 of 50 companies to win this award back to back. But we're most proud of our more than 400 associates, who remain our No. 1 key to success
Real Estate Compliance Specialist
New York, NY Job
The Moinian Group is one of the largest privately held real estate investment companies in the world, pioneering in the development of state-of-the-art, visually distinguished properties.
Bring your expertise and experience in real estate violations management as the Real Estate Compliance Specialist for our residential portfolio of luxury properties.
The successful Real Estate Compliance Specialist will support the Residential Operations team, particularly focusing on violation management, to assist in ensuring organizational compliance by investigating, data gathering, clearing violations, avoid potential violations, implementing corrective actions, and supporting the development and maintenance of compliance programs.
Job Duties and Responsibilities
Violation Management
Take proactive steps to ensure compliance with local laws and regulations, anticipating any potential violations.
Address all violations and own responsibility for removing, such as, but not limited to, LT Hearings, DOB.HPD, ECB, FDNY.
Analyzing data, reports, and other information to identify other potential compliance issues.
Conducting thorough investigations to determine the root cause of violations and gather evidence to support hearings.
Documenting findings and preparing reports for management and relevant stakeholders.
Collaborating with other departments to develop and implement corrective action plans to address identified violations.
Monitoring the effectiveness of corrective actions and ensuring compliance with regulatory requirements.
Supporting Compliance Programs
Assisting with the development, implementation, and maintenance of compliance policies and procedures.
Staying up-to-date with regulatory changes and industry best practices.
Educating employees on compliance requirements and procedures.
Identifying and assessing potential compliance risks.
Position Requirements
College degree - required
A minimum of 2 years of successful record of managing violations in real estate industry.
Key Skills
Attention to Detail: Thoroughly reviewing documents and data to identify potential violations.
Analytical Skills: Analyzing data and information to identify trends and patterns.
Problem-Solving Skills: Developing and implementing solutions to address compliance issues.
Communication Skills: Effectively communicating compliance issues and updates to stakeholders.
Organizational Skills: Managing multiple tasks and projects effectively.
Knowledge of Relevant Laws and Regulations: Understanding applicable laws, regulations, and industry standards.
Research Skills: Conducting research to stay up-to-date with regulatory changes and industry best practices.
Leasing Consultant
Columbus, OH Job
Alchemy Global Talent is working with a leading provider of premium residential properties, that offer exceptional living experiences for their guests. They are committed to delivering top-notch service and well-maintained, high-quality properties.
We are assisting them with the hire for a motivated Leasing Consultant. The ideal candidate will be responsible for engaging prospective tenants, showcasing properties, and assisting with lease agreements. If you have a passion for customer service and real estate, this is the role for you!
Key Responsibilities:
Greet and engage potential tenants, offering property tours and answering inquiries.
Assist with lease applications, approvals, and renewals.
Provide detailed information about property amenities, floor plans, and pricing.
Maintain strong relationships with current tenants and ensure high levels of satisfaction.
Collaborate with the marketing team to promote available units.
Track and manage leasing activities using property management software.
Conduct market research and competitor analysis to stay ahead of market trends.
Qualifications:
Experience in leasing, real estate, or a customer service role.
Excellent communication and interpersonal skills.
Strong sales and negotiation abilities.
Proficiency in property management software and Microsoft Office.
Detail-oriented with strong organizational skills.
Ability to work weekends and holidays as needed.