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Equity Trust jobs in Westlake, OH - 5660 jobs

  • Operations Associate II, Bill Pay/Asset Delivery

    Equity Trust Company 3.6company rating

    Equity Trust Company job in Westlake, OH

    is based out of our Westlake, OH office but eligible for a hybrid remote schedule. The Operations Associate II, Bill Pay/Asset Delivery processes client requests accurately, efficiently, and in accordance with documented processes and procedures. Provides exceptional service to our clients via phone and email; processes and reviews complex tasks and transactions in high volumes; maintains documentation. ESSENTIAL FUNCTIONS: Reviews and processes distributions, bill pays, and internal movements accurately and in accordance with client instructions and approved procedures Processes transactions efficiently and manages time to meet or exceed the team productivity target Sets up/updates/cancels recurring payments per client request Executes call back procedures to provide consistent, high-quality service to our clients Assists colleagues across the organization to resolve client issues OTHER FUNCTIONS: Assists Team Lead and Supervisor with performing research and responding to colleagues' requests Responds to inquiries from internal and external sources via e-mail and telephone Collects outstanding fees from clients Performs other duties as assigned QUALIFICATIONS: Education and Experience: • High school diploma or equivalent Minimum 1 year of experience in the retirement and/or financial industries PROFESSIONAL CERTIFICATION(S): • None required TECHNICAL SKILLS Basic level proficiency in Microsoft Office Intermediate 10 key skills Able to type at least 45+ WPM preferred BEHAVIORAL COMPETENCIES In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development. Attention to Detail Time Management Written and Verbal Communication PHYSICAL DEMANDS/WORK ENVIRONMENT: This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the Associate is regularly required to speak and hear. The Associate is frequently required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary. DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT: The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time. Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
    $49k-87k yearly est. 1d ago
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  • Salesforce Administrator

    Equity Trust Company 3.6company rating

    Equity Trust Company job in Westlake, OH

    The Salesforce Administrator continually improves and enhances the Salesforce platform for internal and external clients by designing scalable solutions using best practices and technologies. Salesforce configuration changes, including (but not limited to): Flow, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards and reports Management of roles, profiles, permissions, public groups, OWD, and sharing rules Data management to improve Salesforce data quality, implementing rules and automation as needed Sandbox environment management DevOps/release management experience Know when something should/could be done declaratively vs. pushing to development team or a third party app Integrate with Development Team to handle the administrative side of custom code deployments Proactive system maintenance including Security Reviews, Release Updates, Health Check, and Optimizer Test changes and new features from internal developers and other administrators as well as external partners Research and know best practices for Salesforce and stay abreast of new features Working with integrated applications including (but not limited to): DocuSign, Formstack Documents, DevOps tools, Marketing Cloud Configure and manage Financial Service Cloud Manage Marketing Cloud Configure MuleSoft Composer Work closely with other Salesforce Administrators to avoid conflicts and breaking changes Technical documentation Enthusiastically teach best practices Performs other duties as assigned QUALIFICATIONS Salesforce Certifications, Trailhead Mountaineer or higher, or demonstrated expertise configuring complex solutions within Salesforce Minimum 2 years of experience with hands-on business Salesforce administration Agile Scrum experience preferred PROFESSIONAL CERTIFICATIONS None required TECHNICAL SKILLS To be successful in this role, you should have experience with and an understanding of the following: Salesforce Certifications (Administrator, Advanced Administer, Platform App Builder), Trailhead Mountaineer or higher, or demonstrated expertise configuring complex solutions within Salesforce CULTURAL COMPETENCIES In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies: Tech Savvy Communicates Effectively Resourcefulness Being Resilient PHYSICAL DEMANDS/WORK ENVIRONMENT This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary. DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time. Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
    $71k-100k yearly est. 1d ago
  • Account Services Project Manager

    Cleverley + Associates 3.7company rating

    Worthington, OH job

    If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************. At Cleverley + Associates, we are all about relationships. They are at the core of who we are and what we do. We love building relationships with our clients and uncovering data relationships to produce results that create value. We provide healthcare providers with industry-leading analytics and strategic consulting services designed to navigate today's challenging pricing and payment environment. Our team has built a reputation as the industry leader in this space, and we are looking to grow. Position: Account Services Project Manager - Full Time Travel Requirements: Hybrid, in Worthington, Ohio, office 4 days per week Organizes and tracks client engagements while maintaining effective communication, both internally and externally. Adapts to change and is quick to implement solutions. Documents and improves current business procedures to enhance our client relations and optimize internal workflows. Oversees projects to completion while working to exceed client expectations and keep our team on track for success. Responsibilities: Manage and improve our CRM (customer relationship management) software Communicate project status/updates with clients in a timely and accurate manner Track and record status of engagements with clients as well as internal initiatives Leverage business knowledge to determine project requirements, resolve issues and identify new solutions Document and improve processes and procedures Develop and monitor internal production resource allocation Client account maintenance Sales support CMS Price Transparency support Additional responsibilities could be added Required Qualifications: Previous experience with a customer relationship or project management software Excellent communication skills (written and verbal) and organizational skills Exhibits a strong customer service focus with demonstrated ability to resolve business issues creatively Exercises critical thinking skills Possesses strong problem solving, analytical, and leadership skills Interested in procedures and documentation Attentive to detail Proficiency in the use of standard Microsoft Office software applications such as Word and Excel are required Ability to prioritize and work efficiently on multiple projects in a high-stress environment Ability to meet tight deadlines while producing high quality results Ability to review and discuss a concern wholistically, in a team environment Ability to be flexible and adaptable to client and other team members' needs Ability to learn in a fast-paced environment Ability to succeed in an environment that requires constant development of technical skills and expansion of business expertise Ability to receive and apply feedback in a professional manner and to convey both positive and constructive feedback to others in a professional and effective manner Ability to effectively present product information and respond to questions from customers Interest in hospital finance and business relationships Background in Sales, Communications, or Health Information Management (not required) About: Started in 2000, we are a privately-owned consulting and analytics company headquartered in Columbus, Ohio, that partners with hundreds of hospitals each year to address today's most challenging questions in pricing, payment, and financial performance for the US hospital industry. We help hospitals provide value to their communities. We acquire, standardize, and aggregate a variety of hospital financial and operational data. Leveraging these data sources, we provide custom consulting and advisory services primarily focused on revenue cycle, budgeting, decision support, and finance operations. Specifically, we aim to help make hospital prices more reasonable, hospital reimbursement easier to understand and manage, and data more actionable. We provide a flexible, family-friendly work environment, comprehensive health benefits (including Medical, Dental, Vision, Life/Disability Insurance, and HRA), 401k, profit sharing, and paid time off. Cleverley + Associates makes employment decisions based upon abilities, talent, effort, team attitude, and results. We grant equal employment opportunity to all qualified individuals without regard to race, color, religion, sex, national origin, age, ancestry, citizenship, disability, sexual orientation, or other protected class status. Candidates for this position must be employable in the United States without sponsorship. Sensitive Data Access: The Project Manager may access client Confidential Information but will very rarely need to access Protected Health Information (PHI). The Client Services Consultant may encounter client Protected Health Information, but they will only access the information when it is necessary to perform their duties. If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************.
    $54k-86k yearly est. 3d ago
  • Construction & Commissioning Scheduler

    Blackrock Resources LLC 4.4company rating

    New Albany, OH job

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Schedule: Full-time | On-site presence required Industry: Industrial/Power/Data Center Construction We're looking for an experienced Construction & Commissioning Scheduler to support large-scale, complex projects from the ground up. This is a hands-on, on-site role where you'll collaborate with project management, engineering, and field teams to develop and maintain detailed schedules that drive successful project delivery. What You'll Do: Build and manage comprehensive Primavera P6 schedules across engineering, procurement, construction, and commissioning phases. Partner with project managers, superintendents, and subcontractors to keep timelines accurate and achievable. Track progress, analyze variances, and recommend adjustments to keep projects on target. Generate look-ahead schedules, performance reports, and updates for leadership and client reviews. Support forecasting, resource loading, and earned value analysis to ensure clear visibility into project health. Align construction and commissioning activities for smooth transitions and seamless project closeouts. What You Bring: Bachelor's degree in Engineering, Construction Management, or a related field (or equivalent experience). 5+ years of experience scheduling large-scale industrial, data center, or power generation projects. Strong command of Primavera P6. Proven track record supporting both construction and commissioning phases. Excellent communication, organizational, and analytical skills. Ability to work on-site in New Albany, Ohio. Preferred Experience: EPC or large-scale construction background. Knowledge of commissioning processes and turnover documentation. Familiarity with cost control, earned value management, and integration with project systems like Excel, Power BI, or CMMS tools. If you thrive in a fast-paced, collaborative environment and enjoy bringing structure to complex projects, this could be the perfect next step for you.
    $65k-91k yearly est. 1d ago
  • Workplace Planning Associate - Covington, KY

    Fidelity Investments 4.6company rating

    Cincinnati, OH job

    Job Description:Is it time to make new investments into your career? Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards. We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. What to expect… As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice. You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services. You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs. As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs. You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment. You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward. You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career. The Skills You Bring Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads Knowledge or experience in sales or the consultative relationship process Demonstrate accountability and a goal-oriented mindset Natural and demonstrated success in asking deeper questions to fully understand the client's situation Ability and flexibility to work in a “hybrid” work setting, both at home and in office Comfortable with technology and ability to navigate multiple systems simultaneously Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire The Value You Deliver Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations Set up targeted appointments while identifying opportunities to address participant needs related to products and services Our Investments in You Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab) Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab) Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $53k-74k yearly est. 7d ago
  • Mission Critical OFCI/Commissioning Lead

    Blackrock Resources LLC 4.4company rating

    Columbus, OH job

    You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please. Now Hiring: Mission Critical OFCI/Commissioning Lead Schedule: 5/10's + 8 hours on Saturdays Start Date: As soon as a qualified candidate is identified Project Type: Mission Critical Data Center If you excel at coordinating complex equipment deliveries, managing vendor relationships, and ensuring commissioning activities stay on schedule, this role offers the chance to support high-visibility data center projects. What You'll Do: You'll serve as the central point of coordination for OFCI equipment from delivery through installation and commissioning. Your work helps keep testing phases (L2-L5) on track and ensures all vendors, subcontractors, and site teams are aligned. Key responsibilities include: OFCI & Commissioning Coordination Manage the OFCI log, including equipment deliveries and push/pull ticket requests. Request deliveries from offsite storage and integrators; resolve delivery conflicts and delays. Use the Star Tool to request vendor resources for L2-L5 testing. Vendor & Subcontractor Collaboration Build and maintain a Smartsheet contact list for OFCI vendors and subcontractors. Coordinate equipment deliveries with site superintendents to align with project schedules. Drive communication between subcontractors and OFCI vendors to resolve installation concerns. Inspection & Documentation Management Oversee QC/Cx inspection documentation and ensure completion one week before H2C. Manage Procore documentation, including equipment testing reviews and inspection tracking. Validate that received OFCI equipment matches approved engineering submittals. Project Tracking & Reporting Maintain a delay log for delivery impacts, vendor responsiveness, and schedule issues; escalate as needed. Track repairs and damages (including part reallocations and trade-related equipment damage). Manage the generator fuel log and coordinate readiness notifications. Track MCM dates in Smartsheet. Meetings & Cross-Team Coordination You'll lead or participate in several recurring project meetings, including: Weekly OFCI Vendor Call: Delivery tracking, trades alignment, replacement coordination, schedule impacts, push/pull tickets. Weekly meetings with site superintendents and electrical contractors: Installation alignment, concern resolution, and schedule coordination. Weekly L2/L3 meetings: Drive observation resolutions, ensure documentation compliance, and update schedule needs. Daily L4/L5 commissioning meetings: Support resolutions and ensure vendor/subcontractor resources are available. Additional: Daily coordination, weekly client meetings, weekly OAC, and weekly MCM meetings. If you're highly organized, thrive in fast-paced construction environments, and enjoy being at the center of project coordination on mission critical builds, this role offers a strong opportunity to contribute to impactful data center projects.
    $74k-99k yearly est. 2d ago
  • Industry Manager, Government, Specialized Industries, Managing Director

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH job

    Chicago, IL, United States and 2 more Job Information Job Identification 210677013 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 10/13/2025, 09:20 PM Locations 10 S Dearborn St, Chicago, IL, 60603, US 1111 Polaris Pkwy, Columbus, OH, 43240, US 1116 W Long Lake Rd, Bloomfield Hills, MI, 48302, US Job Schedule Full time Base Pay/Salary Chicago,IL $260,000.00-$450,000.00 Job Description You are customer focused, enjoy building relationships, leading teamsand providing financial advice to your clients. A role as a Government Banking Industry Manager is for you. As an Industry Manager within our Government Specialized Industry Banking team, you will oversee the Midwest Region, which encompasses Illinois, Indiana, Iowa, Ohio, Michigan, Minnesota, Kansas, Kentucky, Nebraska, North Dakota, South Dakota, Wisconsin, West Virginia, and Western PA. In this role, you will lead a team of Bankers, Treasury Management Officers, Associates, and Analysts in their efforts to develop and maintain profitable banking relationships with government clients. A typical team includes direct management of 7 to 10 team members including Industry Executives and directly reporting bankers. The government industry handles commercial banking client relationships across the country. The team focuses on cities, counties, school districts and other government entities. As the industry manager, you will work with dedicated product specialists from Treasury & Securities Services, Public Finance, Securities Trading, Asset Management and Leasing to provide the firm's extensive services and products to our clients and prospects. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Analyze the data of the business to drive sales Deliver the entire firm across lines of business Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Lead specially assigned projects for the benefit of region and national team Hire, manage, coach, mentor and retain a high performing and diverse team Foster a diverse, equitable and inclusive work environment Required Qualifications, Capabilities and Skills Typicallya minimum of ten years account relationship management experience with a focus on business relationships Understanding of Commercial Banking products and services with knowledge of the region Ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals;proven top individual contributor Sales management and business development skills with proficiency in building and maintaining positive client relationships Strong technology experience; digital background Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Strong knowledge of regulatory and control framework Proven leadership, management, and client relationship skills, as well as extensive industry and product knowledge, and strong transaction execution skills Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training Management experience in a Commercial Bank setting, specifically leading a commercial banking salesteam Self-directed, proactive, and creative solution and problem solvingabilities: use sound judgment and navigates ambiguity to get things done Flexible to changing business priorities and ability to multitask About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr
    $260k-450k yearly 5d ago
  • VP Assistant General Counsel

    Medical Mutual 4.8company rating

    Cleveland, OH job

    Join Medical Mutual, Ohio's oldest and one of the largest health insurers, and help us deliver peace of mind to over 1.2 million members! Our mission is to help people live healthier lives by providing high-quality, affordable health coverage and supporting the communities we serve. As VP, Assistant General Counsel, you will be a strategic partner to executive leadership, guiding decisions that protect our reputation and advance our mission. Position is headquartered in Brooklyn, OH 4 days/week onsite. Make An Impact Advise senior leaders and business units on complex legal, regulatory, and transactional matters Lead the legal team in managing risk and supporting business growth Represent Medical Mutual in high-stakes negotiations and litigation Influence corporate strategy and policy development Ensure our organization adapts to changing laws and regulations What We're Looking For J.D. from an accredited law school Licensed (or eligible) to practice law in Ohio or able to transition to practice law in Ohio 10+ years of progressive legal experience, preferably with 5 years of health insurance experience 8+ years in management Strong analytical and problem-solving skills. Proven ability to research and apply legal principles Why Medical Mutual? Competitive salary, bonus, and 401(k) with company match up to 4% and an additional company contribution Excellent medical, dental, vision, life, and disability insurance Generous PTO, holidays, and parental leave Career development, mentoring, and tuition reimbursement Wellness programs, gym access, and business casual dress Inclusive and supportive culture Apply now and help us shape the future of healthcare in Ohio-your leadership will directly impact our members and communities. About Medical Mutual Medical Mutual's status as a mutual company means we are owned by our policyholders, not stockholders, so we don't answer to Wall Street analysts or pay dividends to investors. Instead, we focus on developing products and services that allow us to better serve our customers and the communities around us. There's a good chance you already know many of our Medical Mutual customers. As the official insurer of everything you love, we are trusted by businesses and nonprofit organizations throughout Ohio to provide high-quality health, life, disability, dental, vision and indemnity plans. We offer fully insured and self-funded group coverage, including stop loss, as well as Medicare Advantage, Medicare Supplement and individual plans. Our plans provide peace of mind to more than 1.2 million Ohioans. At Medical Mutual and its family of companies we celebrate differences and are mutually invested in our employees and our community. We are proud to be an Equal Employment Opportunity Employer. Qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, veteran status, or disability status. We maintain a drug-free workplace and perform pre-employment substance abuse and nicotine testing.
    $117k-164k yearly est. 4d ago
  • Staff Accountant- Brooklyn Heights, OH

    Generis Tek Inc. 4.0company rating

    Independence, OH job

    Please Contact: To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Nikhil Sai at email address ************************* can be reached on # **************. We have Contract role Staff Accountant for our client at Brooklyn Heights, OH. Please let me know if you or any of your friends would be interested in this position. Position Details: Staff Accountant- Brooklyn Heights, OH 44131(Hybrid-Remote) Location : Brooklyn Heights, OH 44131(Hybrid-Remote) Project Duration : 13 weeks Shift : Monday through Friday 8:30am-5:00pm (standard business hours) Position Summary Reconciliations; month end close; journal entries to include prepaids and utilities; analysis of financial statements; cash reconciliation. Mandatory Qualifications: Accounting experience 3+ years (Ledger); Intermediate Excel skills; Data analysis. Preferred Qualifications: Healthcare experience; Infor; Lawson; ERP Environment: General office conditions. To discuss this amazing opportunity, reach out to our Talent Acquisition Specialist Nikhil Sai at email address ************************* can be reached on # **************.
    $44k-57k yearly est. 2d ago
  • Delivery Support & Payroll Associate

    NSC 4.8company rating

    Jeffersonville, OH job

    The Delivery Support & Payroll Associate plays a key part in the daily and weekly administrative functions for the One NSC process. Each Delivery Support & Payroll Associate will work with their assigned operational leaders, recruiters, sales representatives, and field associates. In this role, the Delivery Support & Payroll Associate will ensure the smooth operation of the branch and daily recruiting and business operations. They are the liaison between the field (sales & recruiting) and the back office (finance & risk). Duties/Responsibilities: Answer and direct inbound calls to the appropriate departments or personnel, ensuring timely and accurate handling of all inquiries. Timely, accurately, and compliantly send, review, approve and process new hire onboarding paperwork, including offer letters, Direct Deposit information, and completing the I-9 and e-verify. The Delivery Support & Payroll Associate must demonstrate a high degree of service orientation, focused on actively working to onboard new employees in a manner that positively represents the company and makes the new employee feel important and welcome. Process necessary background checks and drug tests required for jobs. Collect and save required items for payroll processing on a weekly basis. Work in close communication with operational leaders, Recruiters, HR, Payroll, and Billing departments in addition to field associates. Provide timecard and billing adjustment as needed to ensure proper payout and invoicing. Serve as a first point of contact for trouble shooting any onboarding and payroll issues. Work with each recruiting team on ensuring job boards are up to date. Assist recruiters with tracking candidates in VMS exchanges as well as tracking employee certifications to ensure they are active. Assist with ordering, scheduling, and administering required employee remote and onsite training during the onboarding process. Contribute to front of the office duties as needed per office. Other duties as assigned. Required Skills & Qualifications: High School Diploma: Possess a high school diploma or equivalent qualification; additional education may satisfy work experience qualifications. Prefer 1-3 years of experience with human resources processes, employee onboarding, and/or payroll process experience. Previous experience with delivering exceptional customer service. Prefer knowledge of NSC processes and/or working competency with Bullhorn Ability to work independently Exceptional verbal and written communication skills, enabling effective communication with clients, candidates, and internal team members. Ability to clearly articulate job, employment, and payroll information. Judgment and decision-making ability. Strong customer service/client relations skills. Organizational and multi-tasking skills. Communication skills (oral and written). Ability to handle stress successfully. Proficiency in using Bullhorn, Microsoft applications, payroll systems, and other computer-based applications. Analytical Skills: Ability to evaluate complex situations, proactively identify issues that may adversely impact the company's delivery and payroll processes and implement timely and effective solutions to problems. Able to initiate and embrace change. Time management skills (ability to multi-task). Interpersonal skills. Physical Requirements: With or without reasonable accommodation, the physical and mental requirements of this job include the following: seeing, hearing, speaking, and writing clearly. The position requires sitting at a desk and working on a computer for prolonged periods. Light or moderate lifting may be required at times. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is typically low to moderate. The Divisional Delivery Support & Payroll Manager may attend industry events, client meetings, conferences, or other events, which could involve standing or walking.
    $33k-47k yearly est. 1d ago
  • Information Technology Project Manager/Integration Director

    Brixey & Meyer Capital 4.1company rating

    Cincinnati, OH job

    Brixey and Meyer Capital, LLC (“BMC”) is a private investment firm targeting investments in lower middle market businesses across a range of industries. BMC has raised over $200M of committed capital and invested into 19 companies since their inception in 2015. Investments are approached with a growth and partnership mindset, with BMC providing strategic and operational support as well as continued access to capital. BMC is seeking to add an IT Project Manager to the Portfolio Consulting team to lead the integration and professionalization of new acquisitions to established BMC IT standards, including but not limited to ERP implementation, Data Management, Cybersecurity Risk Mitigation, Network, Hardware, and Software strategies. This role will oversee the execution of IT professionalization within the broader Portfolio Consulting team which includes the HR Director and Accounting & Finance Integration Director. The team supports portfolio companies in all aspects of business startup for ultimate handover to the Portfolio Management team. ESSENTIAL JOB FUNCTIONS: Responsible for overall enterprise technology solution for portfolio companies Lead Cybersecurity assessment during Due Diligence and develop action plan to resolve risks Develop, plan and coordinate the execution of IT playbook, including but not limited to data integrity, cybersecurity, hardware/network updates, and systems implementations Work across IT, operations, accounting and the executive team to align actions and goals within IT to the broader organization demands Oversee MSP/third party vendors for cyber, software, web & data hosting, etc. for alignment, execution, and ongoing governance as needed Work on special projects as assigned by the BMC Leadership Team Perform other duties as assigned QUALIFICATIONS: Required: Strong analytical skills, particularly with data structures Experience leading or delivering initiatives in technological implementation, data management, infrastructure, and security Proven ability to develop and implement IT procedures Excellent leadership, interpersonal, and communication skills. Strong problem-solving and decision-making capabilities. Experience in change management and organizational development. Prior IT integration or build out experience WORK ENVIRONMENT: Work is performed in a fast-paced office setting, often with frequent interruptions. Duties may require sitting for long periods of time. Occasional need to travel by air and/or drive a vehicle to other work locations. Travel as required to meet portfolio company needs. OTHER: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threator significant risk to the health or safety of themselves or others. The requirements listedin this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
    $87k-113k yearly est. 5d ago
  • Strategic CFO for Growth & Financial Leadership

    Barnes, Dennig & Co 3.1company rating

    Cincinnati, OH job

    A leading accounting firm in Cincinnati, OH, is seeking a Chief Financial Officer (CFO) to oversee financial planning and reporting, manage client relationships, and drive strategic initiatives. The ideal candidate will have over 15 years of accounting experience, with at least 10 years in a supervisory role. This role demands strong interpersonal skills, the ability to manage multiple client engagements, and a passion for client service, offering significant opportunities for professional growth and leadership development in a supportive team environment. #J-18808-Ljbffr
    $60k-75k yearly est. 2d ago
  • Chief Banking Officer

    Farmers National Bank 4.7company rating

    Canfield, OH job

    Corporate Main Office 20 South Broad Street Canfield, OH 44406, USA Oversee and lead all Credit and non‑retail Lending divisions of the Company. Strategically plan, communicate and execute the Company lending, and credit quality philosophy by engaging internal and external resources to grow the loan portfolio within an acceptable risk profile. The CBO will coordinate with the CEO, CFO and other executives to establish goals, priorities, policies and processes that enable the Company to achieve expected performance levels related to lending and credit quality. The CBO will work to coordinate the establishment of lending goals for C&I, CRE, Ag, and Mortgage Lending, along with Treasury Management. Additionally, the CBO is responsible for setting and enforcing the overarching credit evaluation philosophy and practice for the organization. Included in this is the management and leadership of all Credit Support areas such as Loan Administration, Loan Document Processing, Credit Analysis, etc. As an executive, the CBO must also create and strengthen relationships with employees that provide open lines of communication to foster teamwork, trust and a supportive culture. ESSENTIAL DUTIES AND RESPONSIBILITIES Ensure that all operational aspects of the Bank's Mortgage Lending and Underwriting activities operate in a safe and sound manner in the best interest of shareholders, the Board of Directors, customers, employees, and the public. Lead the Commercial lending teams of Farmers National Bank by establishing appropriate strategies, goals and expectations for various loans by type and volume Oversee the Company's Treasury Management sales and operations activities. Ensure all Mortgage Lending operations are effectively integrated to achieve optimal outcomes for the Bank, our clients and Shareholders Develop and implement strategies to accommodate current and future organizational plans, programs, and needs. Provide the highest level of customer relations and service Ensure compliance with Bank policies, procedures and processes. Oversee the Mortgage Sales lines of business Meet and interact with various regulatory agencies, representatives and examiners (Federal Reserve, OCC, SEC, OTS, etc.) as necessary. As necessary, meet with investors and analysts to report on the current status of the Company Partners with Senior Leaders in Human Resources, Information Technology, Marketing, Risk Management and Audit to develop and implement effective processes/procedures, and promote a team‑oriented culture throughout the Company Serve as a member of, or chairperson of various Sr. Management Committees as needed Actively promote a positive and engaged partnership with the community by sitting on community boards and/or participating in/chairing local programs, charities or meetings Serve as an active member of the Farmers National Bank Board of Directors Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti‑Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position. Completes all other duties as assigned SUPERVISORY RESPONSIBILITIES Responsible for the overall direction, coordination, and evaluation of the Commercial and Mortgage departments. Expected to coach, train and evaluate department leaders in both informal and formal settings. Carry out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; coach, train and evaluate department employees; addressing complaints and resolving problems. EDUCATION AND/OR EXPERIENCE Bachelor's degree from an accredited four (4) year college or university in Business Administration or a related field Minimum of fifteen (15) years financial executive leadership experience; extensive experience in mortgage lending and Treasury Management highly preferred and/ or equivalent combination of education and experience Must have a minimum of ten (10) years supervisory experience; managing multiple departments efficiently Must have excellent verbal and written communication skills Must have full knowledge of current banking regulations with regard to credit risk, general knowledge of all areas of banking operations, bank finance and risk management Strong knowledge of credit policies and lending practices Must possess excellent computer skills and knowledge; Proficient in Word, Excel, Internet navigation/research, and Outlook is expected Must be able to travel on an as‑needed basis QUALIFICATION REQUIRED Bachelors or better in Finance or related field. EEO STATEMENT Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
    $58k-83k yearly est. 3d ago
  • Proprietary Equity Trader

    T3 Trading Group 3.7company rating

    Akron, OH job

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $84k-155k yearly est. Easy Apply 60d+ ago
  • Procurement Senior Specialist - IT Buyer

    American Honda Motor Co 4.6company rating

    Marysville, OH job

    What Makes a Honda, is Who makes a Honda Honda has a clear vision for the future, and it's a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals. At our core is innovation. Honda is constantly innovating and developing solutions to drive our business with record success. We strive to be a company that serves as a source of “power” that supports people around the world who are trying to do things based on their own initiative and that helps people expand their own potential. To this end, Honda strives to realize “the joy and freedom of mobility” by developing new technologies and an innovative approach to achieve a “zero environmental footprint.” We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team. If your goals and values align with Honda's, we want you to join our team to Bring the Future! Job Purpose The Senior Strategic Procurement Specialist through theme development, strategic management and stakeholder alignment is responsible to bring spend within their category under procurement management. Additionally, The Specialist will regularly engage with the business stakeholder community, establish and lead strategies to achieve optimal cost reduction, and ensure the management of supplier relationships and risk. This position is directly responsible for owning the relationships with key site and business unit leadership. Also is responsible for the development / implementation of sourcing strategies and collaboration with internal business partners and suppliers to reduce risks and costs for Honda. The Specialist is accountable to identify, set, and manage metrics to hold suppliers accountable for performance and delivery. This position will drive results through the creation and management of competitive bidding processes and analyzation of data and market trends. Also actively drives the continuous improvement of regional Procurement processes and tools and is responsible for long term planning for the category, creating/driving/implementing initiatives, communicating and influencing customers and suppliers at all levels. The Specialist must work collaboratively, exhibit a strong sense of urgency to meet customer timelines, exhibit an intense curiosity/learning drive, successfully operate in a fast-paced environment, engage/influence key stakeholders, be extremely customer-focused, and consistently display a high level of business acumen. Must be able to successfully manage multiple projects, as well as timely completion to meet the business' objectives. Key Accountabilities Responsible for Supplier Performance / Development / Risk/ Support Segmentation Develop/Execute/Implement the Strategic Sourcing Function in Alignment with Category Lead the team to establish and meet category SEQCDM performance targets and measures, monitor progress and implement countermeasures when necessary Responsible For Category's Legal and Commercial Supplier Contracts Executed to Protect Honda and Business Users Lead project implementation and oversee projects and business plan items, monitor progress and adjust direction as needed Effectively sell ideas, negotiate, collaborate, and build consensus across Honda North America sites (Mfg., Sales, R&D) Apply key customer (upstream, downstream, and end-user) viewpoint in all category activities. Establish, understand, and communicate Total Cost of Ownership to all parties. Build a network of productive relationships across HAM / Honda North America to achieve category plans and targets Qualifications, Experience, and Skills Minimum Educational Qualifications: Bachelor Degree in Business, Supply Chain Management, Finance, or related field or equivalent experience Minimum Experience: 5+ years of experience in either a Purchasing and/or Procurement related role or in a field where job knowledge & skills are applicable based on education Other Job-Specific Skills: Advance computer skills including working knowledge of microsoft suite to include word, excel, powerpoint, etc. Familiarity with sap, ariba or major erp system(s) Understanding of commercial terms and conditions and experience in identifying and negotiating master agreement requirements; ability to identify engagement risk factors and ensure commercial contracts and legal agreements appropriately mitigate risk and protect Honda. Expert understanding of, and experience with, multi-step strategic sourcing processes and category management strategies Able to explain complex data in an understandable manner for a wide range of audiences Plan and implement long-term development strategies for category Strong communication and negotiation skills for all levels of audience Job Dimensions No. of Direct Reports: 0-3 No. of Indirect Reports: 0 Financial Dimensions: All category spend projects >$100k; business users' budgets - analyse and reduce. Liability and insurance risk high level assessment, total cost of contract ownership including hard and soft costs, commodity/labor markets Decisions Expected Responsible for Development / Execution of Category Strategies seeking to maximize spend under management and total value for indirect goods and services; Determine and prioritize sourcing strategies that best support HDMA, AHM and Business Units Develop strategies to support SEQCDM performance target achievement and monitor progress / perform Gap Analysis, as well as negotiation strategy Go/No Go on themes initiated and assignment of theme responsibility to category members Working Conditions On-site position (80-20). Up to 25% Travel - Ability to Travel on Short Notice for N.A. Support ~5-10 Hours per Week OT What differentiates Honda and make us an employer of choice? Total Rewards: Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.) Paid Overtime Regional Bonus (when applicable) Industry-leading Benefit Plans (Medical, Dental, Vision, Rx) Paid time off, including vacation, holidays, shutdown Company Paid Short-Term and Long-Term Disability 401K Plan with company match + additional contribution Relocation assistance (if eligible) Career Growth: Advancement Opportunities Career Mobility Education Reimbursement for Continued Learning Training and Development programs Additional Offerings: Tuition Assistance & Student Loan Repayment Lifestyle Account Childcare Reimbursement Account Elder Care Support Wellbeing Program Community Service and Engagement Programs Product Programs Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.
    $100k yearly 6d ago
  • Financial Consultant - Toledo, OH

    Fidelity Investments 4.6company rating

    Perrysburg, OH job

    Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $59k-90k yearly est. 7d ago
  • Investments Director: Strategy, Modeling & Team Leadership

    Phillips Edison & Company 4.2company rating

    Cincinnati, OH job

    A leading real estate investment firm based in Cincinnati is seeking a Director for their Investments team. This role involves leading a team of analysts, overseeing the preparation of investment models, and collaborating with various departments to guide property acquisitions. The ideal candidate should have 5-10 years of experience in commercial real estate investment and possess advanced Excel and Argus Enterprise skills. This position is a unique opportunity to establish a new Investments vertical and contribute to the company's strategic growth. #J-18808-Ljbffr
    $121k-165k yearly est. 2d ago
  • Transactions Specialist III / 2nd shift

    Jpmorgan Chase & Co 4.8company rating

    Ohio job

    JobID: 210690447 JobSchedule: Full time JobShift: Evening : Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues. Job responsibilities * Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence * Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints * Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures * Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development * Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact Required qualifications, capabilities, and skills * Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions * Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints * Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management * Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment * Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures * High school diploma or GED required Preferred qualifications, skills, and capabilities * Familiarity or developing knowledge of automation and process optimization tools or technologies. Schedule: Tuesday - Saturday, 1: 30 pm EST to 10:00 pm EST Shift differential: 10% This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
    $59k-84k yearly est. Auto-Apply 28d ago
  • Associate - Modeling Analytics

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH job

    JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment. Job Responsibilities * Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations * Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives * Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement * Create and present forecasts to senior management with a clear storyline and data support * Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business * Be a self-motivated individual with the ability to work on multiple projects with limited guidance * Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR Required qualifications, capabilities, and skills * Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required. * Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting. * Minimum 3 years of related analytical experience. * Strong knowledge of Python, SAS, SQL, and MS Office required. * Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas. * Excellent oral and written communication and presentation skills. Preferred qualifications, capabilities, and skills * Advanced degree is preferred. * Strong P&L knowledge and understanding of drivers of profitability. * Knowledge of CCAR (Stress Testing) and CECL process
    $93k-114k yearly est. Auto-Apply 47d ago
  • Full-Time Teller

    Telhio Credit Union 3.8company rating

    Columbus, OH job

    Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. The Teller is the "face" of Telhio Credit Union; this individual represents Telhio's image during all interactions with members and potential members. Their role is to create a welcoming, friendly environment for members as soon as they enter the doors or drive through. The teller processes a variety of personal and business financial transactions for members and inform members about other Telhio products and services from which they could benefit. We are currently seeking a Full-Time Teller. Work hours during the week are 9am-6pm Monday - Friday and rotating Saturdays 9am - 1pm (40 hours/week). Responsibilities: Process all member and non-member transactions accurately and efficiently (i.e. cash withdrawals, deposits, loan payments). Inform Members about products, services, and current promotions. Cross-sell credit union products by answering inquiries; informing members of new services and product promotions; ascertaining customer needs; directing customers to lobby and partner representatives. Refer members to Relationship Bankers and Senior Bankers for further discovery sessions. Establish and maintain strong relationships with members, providing exceptional service and financial guidance. Maintains member confidence and protects credit union operations by keeping information confidential, cautioning others regarding potential breaches. Balance cash drawers accurately. Complies with credit union operations and security procedures by participating in all dual control functions. Witness and assist in audits as requested. Performs other tasks as requested by supervisors as they relate to the bank and its functions. Performs other duties as assigned. Comply with all policies and standards. Required Qualifications: High School Diploma or Equivalent (Required) 1-3 yrs. - Experience in a cash handling role. (Preferred) Less than 1 year - Experience in Member/Customer Service (Preferred) Effective communication skills (oral and written) Strong organizational skills to provide a high level of accuracy in all transactions Excellent Microsoft Office skills, ability to operate standard office machines needed to perform the job, such as computer terminal, calculator/adding machine, copier, and fax machine Possess team "attitude" and professionalism at all times Demonstrates strong relationship building skills Demonstrates strong member advisory skills Telhio applicants must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background What you will earn: Competitive pay Opportunity to earn incentive pay Benefits: several medical plan options, dental, free vision, free life and free disability insurance Additional financial incentive programs for employees enrolled in our insurance 6% matching and immediately vested 401(k) plan Generous schedule for paid holidays, vacation and personal time for a healthy work-life balance Opportunity for personal career growth, continued education and mentorship programs Volunteer opportunities impacting the local community 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. It is expected that the employee will read, compile, compute and record numerical and statistical data. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer
    $24k-28k yearly est. 33d ago

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