Customer Service Supervisor jobs at Fidelity Investments - 8033 jobs

A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr

Service Desk Supervisor Reports To: Service Desk Manager Division: Service Desk FSLA: Exempt Office Designation: Elmwood Park-In Office, Hybrid Omega Systems is looking for a Service Desk Supervisor to guide our Service Desk operations, drive excellence in customer support, and ensure compliance with company standards and security policies. You'll lead a talented team, set the vision for service delivery, and foster professional growth while implementing best practices that elevate performance and customer satisfaction. Functional Responsibility and Task Statements Operational Responsibilities Supervising end-user services and technical support services. Supervise and oversee day-to-day operations regarding proper ticketing procedures, reporting and technical support via phone. Provide consistent training and mentoring to members. Ensure Omega is providing a high level of customer service by performing Quality Assurance processes including but not limited to direct monitoring of employee interactions and analyzing reporting to identify incorrect behaviors and patterns. Onboard new Omega Service Desk Employees including systems access, training, and confirming proper Omega processes on a regular basis. Supervise group - including recruitment, supervision and coaching, scheduling, development, evaluation, and performance. Create, Update, and Improve Documentation to ensure high level of service. Review Timesheets Weekly Establish and maintain regular written and in-person communications with the organization's executives, department heads, and end users regarding pertinent IT activities. Ensures enforcement of procedures to maintain security and access and protect against viruses, hackers, vandals, acts of God, and accidental user mistakes. Leadership and People Responsibilities Work with other colleagues within OMEGASYSTEMS teams to deliver an effective Customer support service offering Help ensure Customer support services teams are focused on achieving results using all resources available from initiation to resolution Ensure that effective working relationships at all levels are achieved by simplifying complex technical messages and acting as an advocate of OMEGASYSTEMS Customer support teams both externally and internally. Technical Responsibility and Task Statements Administrate and facilitate personnel to hire and retain staff. Assist in team building, maintain work schedules, perform appraisals, and organize staff for optimum effectiveness. Establish staff training and development programs related to technical services. Develop measures and controls to ensure performance standards and goals are achieved. Develop and maintain Key Performance Indicators (KPIs) around testing performed within team. Mentor and develop direct reports through personal behaviors. Ensure to provide customer satisfaction across all technical service offerings. Provide monthly technical activity and status reports Incumbent(s) in this position may be required to perform other duties and special assignments not specifically stated. Environmental: The job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, etc. Travel Requirements: Minimal travel is required for this position. Desired Qualifications and Skills Required Bachelor's degree in a job-related discipline or equivalent working experience. Minimum of five years of technical experience. Must have former technical supervisory experience preferably in a Call Center or similar environment. Knowledge of servers and network operating systems; wide area networks, telephone systems, internet services, electronic mail, web services, microcomputers and other hardware and a variety of software. Ability to: develop and recommend strategic and tactical plans for the delivery of technical services. Ability to communicate technical/complex information both verbally and in writing. Analyze and problem solve a variety of highly technical issues; effectively negotiate/influence others; establish and maintain effective working relationships with internal and external personnel at all levels EEO STATEMENT It is the Company's policy to provide equal employment opportunity for all applicants and employees. Omega Systems provides equal employment opportunities to all qualified individuals without regard to actual or perceived race including hair texture and natural hair styles), color, religion, religious creed (including religious dress and religious grooming practices), sex (including pregnancy, perceived pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity (including transgender identity, status and transitioning), gender expression and sex stereotyping, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition or information (including genetic information), family care or medical leave status, military caregiver status, military status, veteran status, marital status, domestic partner status, sexual orientation, status as a victim of domestic violence, sexual assault or stalking, enrollment in a public assistance program, engaging in protected communications regarding employee wages, requesting a reasonable accommodation on the basis of disability or bona fide religious belief or practice, or any other basis protected by local, state, or federal laws. Applicants, as well as employees, who are or become disabled must be able to perform the essential job functions with or without reasonable accommodation. The Company shall determine reasonable accommodation on a case by case basis in accordance with applicable law.

A state government agency is seeking a Mail Services Associate to join the Commonwealth Print and Mail Services Team. The ideal candidate will operate mail equipment, manage deliveries, and maintain postal records. Strong initiative and a collaborative mindset are essential for success in this flexible, hybrid work setting. Applicants must have two years of experience in electronic data processing or equivalent coursework. Comprehensive benefits are included. Background check is required. #J-18808-Ljbffr

Parts Customer Service Specialist Direct Hire Pay: $60,000 - $65,000 Shift: Monday-Thursday: 8:00 AM - 5:00 PM | Friday: 8:00 AM - 2:30 PM | Weekends: Not required Industry: Manufacturing / Automotive / Transportation Environment: Office-based with cross-functional interaction (Manufacturing & Supply Chain) Position Summary: Seeking a Parts Customer Service / Order Processing Specialist to join a global manufacturing organization in Elkhart, Indiana. This full-time, on-site role is responsible for managing parts-related customer inquiries, processing orders accurately, and supporting timely fulfillment, billing, and delivery. This position serves as a key point of contact between customers and internal teams to ensure order accuracy and a positive customer experience. Position Responsibilities: Order Processing & Fulfillment Review, process, and enter incoming parts orders accurately and on time using appropriate systems Verify parts availability based on inventory and lead times Send order confirmations to customers within 24 hours of order placement Monitor open orders and proactively address delivery risks or delays Escalate challenges that may impact customer delivery commitments Billing & Financial Support Bill orders using purchase orders, credit cards, and approved payment methods Support collections efforts related to overdue or past-due invoices as needed Maintain pricing accuracy and communicate pricing updates to customers to support profitability Customer Service & Communication Serve as a parts consultant for customers and distributors, supporting parts inquiries, pricing, and availability Respond to customer inquiries, concerns, and requests with a same-day response standard Resolve customer complaints professionally and efficiently Participate in phone rotation and call tree responsibilities Maintain strong, positive working relationships with customers and internal teams Cross-Functional Collaboration Support Sales with quotes, part numbers, and order-related inquiries Partner with Procurement to maintain accurate lead times and stocking requirements Work with Quality and Returns teams to resolve damaged or incorrect shipments Support quality response activities and continuous improvement initiatives Data Accuracy, Compliance & Safety Price list management Maintain accurate and timely data entry across all required systems Follow established standards, work instructions, and security protocols Ensure compliance with company conduct rules, safety procedures, and PPE requirements Maintain a clean, safe, and organized work environment Training & Support Assist with cross-training and coverage within the customer service team Support additional projects or tasks as assigned You inspire us with that: Strong customer service mindset with a focus on customer satisfaction Excellent written and verbal communication skills, including professional phone etiquette High attention to detail and ability to manage multiple orders simultaneously Proactive problem-solving skills and ability to prioritize effectively Ability to collaborate across departments in a fast-paced environment Proficiency with order processing systems and standard office software Understanding of billing processes, purchase orders, and credit card transactions Ability to maintain confidentiality and comply with security standards Position Requirements: High school diploma or equivalent required; additional training or certifications a plus Parts background required; experience in automotive, manufacturing, or a related field preferred ERP experience preferred (SAP a plus, not required) Strong Excel and Google Sheets experience (used frequently) Comfortable working in Google-based tools (Sheets, Meet) Strong customer service background About Spark Talent Acquisition: Spark Talent Acquisition is a Michigan-headquartered recruiting and staffing company that connects great talent with great employers. We understand that building the right team is vital to success. Listening to our clients and creating customized workforce strategies is at the core of what we do. We pride ourselves in team development as it matches our purpose as an organization to help people grow.

Regular Your opportunity In addition to a base salary, this role is also eligible for bonus or incentive opportunities. At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Workplace Services (WS) is a growing enterprise at Charles Schwab. The Workplace Branch supports the WS enterprise in unlocking growth across their three primary business lines: Retirement Plan Services, Stock Plan Services, and Designated Brokerage Services. The Participant Education Delivery team is experienced at delivering financial education to groups and individuals, having mastered the art of engaging audiences, whether in-person or virtual, with an emphasis on inspiring positive action. The team drives top-line growth by helping participants engage with their workplace benefits while bridging them to solutions across Schwab in our "Seeing through clients' eyes approach". What you are good at: As a seasoned professional in the Financial Services industry, your leadership experience is built on a foundation of coaching and development, with an emphasis on accountability for driving results. Fostering a culture of growth - Leading by example, you're a growth-oriented leader with a focus on personal/professional development, championing new ideas for yourself and your team. Building collaborative relationships - You naturally build and foster relationships with other department leaders, your team, and internal business partners. Internal partners include WFS Client Service teams, Marketing, Workplace Retail Extension (and other Workplace and Centralized Solutions teams) and the Branch Network. Developing others - We are seeking an individual with strong financial services experience (Retirement/Financial planning, ERISA regulations & workplace benefit offerings and an understanding of Schwab's retail offer) to develop, coach, and lead a team of investment professionals who are the face of Schwab to our corporate clients and their employees. Managing change - The Senior Team Manager will actively seek opportunities to evolve our service model for greater business impact, while developing strategies and communicating expectations to drive necessary change. What you have We place a premium on leaders with a coaching and growth-oriented mindset that are able to drive strong results. Essential skills/experiences include: Demonstrated success leading client facing teams in Qualified Retirement Plans, Financial Services, or similar. Experience with remote teams preferred Superior coaching mentality with emphasis on mentoring, training, and performance management Strong strategic communication skills, able to influence partners and stakeholders Proven relationship building skills - ability to develop internal and external partnerships and successfully collaborate on projects Strong organization and time management skills with proven ability to prioritize High achievement orientation, measures success through quantitative and qualitative results Bachelor's degree required; Master's Degree (or equivalent business experience) preferred Active and valid FINRA Series 7, 66 and 9/10 (May consider 120-day COE for 9/10) 10+ years Financial Services industry experience; ideally with 6+ years specific Retirement Plan Preferred Requirements: CFP or other industry designations highly desired What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity In addition to a base salary, this role is also eligible for bonus or incentive opportunities. At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Workplace Services (WS) is a growing enterprise at Charles Schwab. The Workplace Branch supports the WS enterprise in unlocking growth across their three primary business lines: Retirement Plan Services, Stock Plan Services, and Designated Brokerage Services. The Participant Education Delivery team is experienced at delivering financial education to groups and individuals, having mastered the art of engaging audiences, whether in-person or virtual, with an emphasis on inspiring positive action. The team drives top-line growth by helping participants engage with their workplace benefits while bridging them to solutions across Schwab in our "Seeing through clients' eyes approach". What you are good at: As a seasoned professional in the Financial Services industry, your leadership experience is built on a foundation of coaching and development, with an emphasis on accountability for driving results. Fostering a culture of growth - Leading by example, you're a growth-oriented leader with a focus on personal/professional development, championing new ideas for yourself and your team. Building collaborative relationships - You naturally build and foster relationships with other department leaders, your team, and internal business partners. Internal partners include WFS Client Service teams, Marketing, Workplace Retail Extension (and other Workplace and Centralized Solutions teams) and the Branch Network. Developing others - We are seeking an individual with strong financial services experience (Retirement/Financial planning, ERISA regulations & workplace benefit offerings and an understanding of Schwab's retail offer) to develop, coach, and lead a team of investment professionals who are the face of Schwab to our corporate clients and their employees. Managing change - The Senior Team Manager will actively seek opportunities to evolve our service model for greater business impact, while developing strategies and communicating expectations to drive necessary change. What you have We place a premium on leaders with a coaching and growth-oriented mindset that are able to drive strong results. Essential skills/experiences include: Demonstrated success leading client facing teams in Qualified Retirement Plans, Financial Services, or similar. Experience with remote teams preferred Superior coaching mentality with emphasis on mentoring, training, and performance management Strong strategic communication skills, able to influence partners and stakeholders Proven relationship building skills - ability to develop internal and external partnerships and successfully collaborate on projects Strong organization and time management skills with proven ability to prioritize High achievement orientation, measures success through quantitative and qualitative results Bachelor's degree required; Master's Degree (or equivalent business experience) preferred Active and valid FINRA Series 7, 66 and 9/10 (May consider 120-day COE for 9/10) 10+ years Financial Services industry experience; ideally with 6+ years specific Retirement Plan Preferred Requirements: CFP or other industry designations highly desired What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent service. Preferred skills include effective communication and proficiency in Microsoft Office tools. Competitive compensation and benefits are included, with a focus on diversity and inclusion in the workplace. #J-18808-Ljbffr

J.P. Morgan Advisors - Senior Client Associate - Boston, MA Job Information Job Category Client Advisory Business Unit Consumer & Community Banking Posting Date 01/09/2026, 10:32 PM Job Schedule Full time Job Shift Day Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account‑specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings Required qualifications, capabilities, and skills: Bachelor's degree or equivalent experience Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date Proven ability to be a self‑starter, act as an end‑to‑end owner of tasks and work independently in a fast‑paced environment Proactively identify and deliver appropriate solutions that address the needs of our clients Ability to communicate effectively clients and team members while maintaining professionalism in difficult situations Preferred qualifications, capabilities, and skills: Able to adapt and stay abreast of changing technology and regulatory policies Highly proficient user of Word, PowerPoint, and Excel 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 are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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 Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr

ABOUT THE ROLE CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, manufacturing partners, auditors, and vendors. This position combines high-level commercial account servicing responsibilities with strategic business relationship functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilities. ESSENTIAL DUTIES & RESPONSIBILITIES Strategically engage with factories and dealers to manage high-value commitments Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalability Identify operational gaps and lead resolution efforts through process redesign and documentation Develop and maintain SOPs, training guides, and workflow documentation Monitor KPIs and operational metrics, presenting insights and recommendations to leadership Lead cross-functional initiatives to align commercial lending operations with broader business goals Champion system enhancements and automation opportunities, including Solifi optimization Support internal audits and compliance reviews, ensuring adherence to regulatory and company standards Serve as a liaison between account management and underwriting to ensure process alignment Oversee and approve complex invoice and MCO transactions with minimal oversight Analyze credit line utilization trends and advise on optimization strategies Lead reconciliation of monthly billing statements and ensure financial accuracy Facilitate payment processing and troubleshoot exceptions Coordinate third-party inventory inspections and lead resolution of audit discrepancies Perform payoff workflows, ensuring compliance and timely document delivery Lead onboarding for new dealers, delivering expert-level training and support Review and authorize pending orders, applying advanced credit and curtailment analysis Ensure accurate and timely data entry into Solifi for approved orders Provide strategic payoff guidance to dealers and third-party lenders Perform document distribution upon loan payoff Implement delinquency management strategies and lead recovery efforts Partner with underwriting to assess and recommend credit line adjustments Manage Help Scout communications and ensure timely resolution of escalated issues Foster long-term dealer and supplier relationships, acting as a strategic consultant Audit inspection reports and lead resolution of complex unit discrepancies Lead financial documentation collection for annual reviews, ensuring compliance and completeness Draft and execute formal collection communications, supporting legal and credit recovery efforts Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excellence Mentor peers and junior Account Managers on best practices and process adherence Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-making Collaborate with the CPM Business Relationship Managers and CPM Retail Sales team to process and route for approval dealer eligibility for retail financing programs POSITION REQUIREMENTS, CAPABILITIES & SKILLS Strategic, self-directed, and highly accountable Excellent interpersonal skills and ability to build rapport across diverse teams and clients Proven ability to design and manage complex operational processes Exceptional interpersonal and leadership skills Mastery of written, verbal, and presentation communication Bilingual proficiency preferred Expert-level proficiency in Solifi preferred Proven ability to manage high-risk accounts and complex collections Consultative approach to client service, balancing business goals with relationship management Comfortable presenting to senior leadership, with the ability to translate operational data into actionable insights MINIMUM QUALIFICATIONS Bachelor's degree required, in Finance, Accounting, or Business 3+ years of commercial loan servicing in manufactured housing, auto, RV, or marine OR 5+ years of commercial loan servicing in finance or banking Advanced spelling and grammar skills Working knowledge on applicable computer software systems to include Microsoft Office and internal software WE OFFER Competitive Salary Medical/Dental/Vision Insurance Paid Holidays 401K Match Generous PTO FSA/HSA Plans Life /Disability/Accidental Insurance and much more!

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities** + Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. + Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. + Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. + Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. + Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. + Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. + Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. + Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. + Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. **Required qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. + Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. + Enthusiastic and self-motivated. + Superior written and oral communication. + Superior customer service skills. + Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. + Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. **Preferred qualifications, capabilities, and skills:** + College graduate preferred. + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. + Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. + Superior interpersonal communication skills, as well as strong attention to detail and time management. 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 are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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 **Base Pay/Salary** Chicago,IL $25.49 - $34.62 / hour

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications * High school diploma or equivalent * Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience Proven ability to build and foster relationships with clients through proactive outreach and follow up Ability to effectively engage and communicate with clients Thorough knowledge of applicable bank and branch policies, procedures and support systems Proven customer service and interpersonal skills - Experience with using and demonstrating digital products and self-service technologies Ability to explore and identify a customer's true needs while leveraging a digital first mindset Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively Experience in the financial services industry preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications * High school diploma or equivalent * Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience Proven ability to build and foster relationships with clients through proactive outreach and follow up Ability to effectively engage and communicate with clients Thorough knowledge of applicable bank and branch policies, procedures and support systems Proven customer service and interpersonal skills - Experience with using and demonstrating digital products and self-service technologies Ability to explore and identify a customer's true needs while leveraging a digital first mindset Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively Experience in the financial services industry preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $25.77 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations. We're seeking a future team member for the role of Associate, Client Processing Representative I to join our Wealth Management team. This role is located in Pittsburgh, PA. In this role, you'll make an impact in the following ways: Apply expertise and judgment in providing quality and complex client service and support to internal and external clients daily, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations, accounting services, and timely updates to client accounts. Perform complex operational tasks in a product or functional area, including independent analysis and policy interpretation, and manual processing of updates to client accounts or company records. Serve as the primary point of contact for clients, executing all correspondent requisites accurately and promptly with an understanding of the underlying business and specific client needs. Maintain correspondent accounts in accordance with applicable regulations and policies, ensuring regulatory compliance and minimizing exposure related to assigned processing tasks. To be successful in this role, we're seeking the following: High school/secondary school diploma or the equivalent combination of education and experience is required; Bachelor's degree preferred. 5-7 years of total work experience preferred. Experience in brokerage processing preferred. Applicable local/regional licenses or certifications as required by the business. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Job Description: The selected candidate will work as a Financial Management Team Lead to oversee the execution of task order requirements in support of the U.S. Army's Financial Improvement and Audit Readiness (FIAR) objectives. The Team Lead will be responsible for coordinating, tracking, and ensuring the successful completion of all assigned tasks under their respective task order award. This role includes direct engagement with Army civilian leadership, ownership of project progress reporting, and ensuring that financial improvement initiatives are executed in accordance with Army FIAR guidance and within the established period of performance. The Team Lead must be available during all core working hours and serve as the primary point of contact for their assigned task order. Full-Time/Part-Time: Full-Time Worksite details: National Capital Region (NCR), Fayetteville, NC, San Antonio, TX and Other Remote Locations Duties will include: Serve as the primary lead and point of contact for all assigned task order activities related to Army Financial Improvement and Audit Readiness (FIAR) objectives. Manage the execution, coordination, and tracking of tasks associated with audit remediation, internal controls testing, and corrective action implementation. Brief the Civilian Government Lead regularly on the status of assigned objectives, milestones, risks, and progress toward financial improvement goals. Monitor and ensure completion of Corrective Action Plans (CAPs) for Notices of Findings and Recommendations (NFRs) issued by external auditors. Support Test of Design (ToD) and Test of Operating Effectiveness (ToE) processes by coordinating documentation, managing timelines, and ensuring deliverable quality. Oversee coordination of Provided By Client (PBC) responses and audit documentation for site visits, walkthroughs, and testing activities. Review and validate Key Supporting Documentation (KSDs) for completeness, accuracy, and consistency with Army financial reporting requirements. Maintain clear communication with Army stakeholders and external auditors, ensuring alignment on financial processes, internal controls, and audit readiness efforts. Use Army systems (e.g., GFEBS, LMP, DPAS) to support audit documentation, data analysis, and financial control reviews. Track and report task order performance, manage team workflows, and escalate risks or delays to engagement management in a timely manner. Prepare and deliver briefings, updates, and reports to both internal and external stakeholders regarding progress toward task order objectives. Team Lead Responsibilities: Lead a team of consultants and analysts assigned to the task order; manage day-to-day execution of responsibilities and monitor individual progress. Ensure alignment of all work products with task order objectives, client expectations, and Army audit readiness standards. Provide coaching, mentoring, and technical guidance to team members to ensure high-quality deliverables and continued task momentum. Maintain availability during all designated core working hours to support client needs, team collaboration, and progress updates. Position Requirements: Bachelor's Degree in Accounting, Finance, Information Systems, or Business Management/Administration (if the individual did not receive a Bachelor's in one of these fields but received a Master's Degree in Accounting, Finance, Information Systems, Business Management/Administration, Mathematics, Statistics, Computer Science, Data Science, then the Master's may serve in place of the Bachelor's degree); one of the following active and current certifications issued by appropriate licensing authority: CPA, CIA, CISA, PMP, CGFM, CDFM, SAFe, or ITIL. Ten (10) years of experience with Federal financial management, including four (4) years of Federal accounting experience. Active minimum DoD SECRET Clearance is required. Candidate must be able to possess an interim SECRET clearance to be considered. Intermediate to advanced proficiency in the use of Microsoft Office Suites (especially Excel, PowerPoint, and Word). Well-developed and professional interpersonal skills. Ability to own work product development and demonstrate initiative and accountability for assigned task areas, effectively coordinating with team members and across various organizations. Ability to interact effectively with people at all organizational levels of the firm and client. Excellent verbal and written communication skills; detail oriented. Ability to work independently within a team environment and with a customer service focus. Strong organizational skills with ability to multi-task in a fast-paced, deadline-driven environment. Budgeted Salary for this position is between $120,000-$135,000. Why join Thompson Gray? Thompson Gray is a multi-year winner of the Huntsville/Madison County Chamber Best Places to Work, recognized for our exceptional company culture that values employees and customers alike. Competitive pay based on your qualifications Excellent benefits, including Health, Dental, Vision, Life, Short-Term and Long-Term Disability insurance, 401(k) plan with employer match Additional perks: TG Swag, Dependent Scholarship Program, Tuition Assistance for furthering education, Professional Development opportunities Generous time-off policies, including 18 days of paid time off, 10 Federal Holidays, and flexible scheduling Annual donation to the charity of your choice Regular team-building events, such as lunches, after-hours gatherings, seasonal family-friendly events, and an annual holiday party Join Thompson Gray and become part of a dynamic team committed to excellence, innovation, and community. Thompson Gray is an Equal Opportunity Employer and VEVRAA Federal Contractor. This contractor and subcontractor shall abide by the requirements of 41 CFR 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, gender identity, sexual orientation or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. Thompson Gray, Inc. welcomes minority and veteran applicants. #J-18808-Ljbffr

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate to join our Client Performance team. This role is located in Pittsburgh, PA (4 days in office per week). In this role, you'll make an impact in the following ways: Provide assistance in monitoring and collecting data on the performance of client portfolios. Field questions about reporting systems and reports that are used and generated by clients. Conduct research on industry trends to understand key issues. Collect and analyze data from client portfolios to monitor performance and provide clients with information required to make decisions regarding risk management, portfolio allocation, and performance as related to their peers. Develop technical expertise regarding product offerings in order to act as a resource to clients. Support the maintenance of the online platform utilized by clients to generate reports on their portfolios and portfolio performance. Provide senior professionals with data gathered from client trades and concerns voiced by clients in order to improve client experience. Contribute to the achievement of team goals. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. 0-3 years of total work experience preferred. Experience in trading or brokerage preferred. No direct reports. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Same Posting Description for Internal and External Candidates

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Associate to join our Client Processing team. This role is located in Pittsburgh, PA (4 days in office per week). In this role, you'll make an impact in the following ways: Perform routine and non-routine client service and transactional support functions. Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues. Process account-related transactions per scheduled events or client authenticated direction. Answer inquiries and resolve problems or issues following established procedures. Manage situations requiring adaptation of response or extensive research according to client response. Escalate more complex situations to senior colleagues. Integrate area knowledge with understanding of industry standards and practices to provide solutions to internal and external clients. Perform complex operational tasks in a product or functional area. May be responsible for allocating and checking work of team members and specific supervisory review and approval actions. Contribute to the achievement of team objectives. To be successful in this role, we're seeking the following: Bachelor's degree or the equivalent combination of education and experience is required. 0-3 years of total work experience is preferred. Experience in brokerage processing is preferred. Applicable local/regional licenses or certifications as required by the business. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

Principal Objective Primary responsibilities are to manage a team of lenders and support staff ensuring that the team is generating new business, effectively managing the portfolio, and ensuring adherence to credit, compliance and operational policies. Principal Duties and Responsibilities Management/Leadership: The Team Leader will supervise those within the group to ensure that all bank policies and procedures are adhered to. The individual will provide leadership as to the direction of the bank, with particular emphasis on instilling the Bank's Core Four and credit cultures. The Team Leader shall also approve and recommend within appropriate authority loans which are adequately structured bear an acceptable amount of risk. Additionally, the Team Leader will ensure that budgetary goals are met and will complete projects and additional responsibilities as assigned. New Business: The Team Leader will develop new business opportunities through business development efforts including new client solicitation, active involvement in industry organizations, and expansion of existing client base. In this role, the leader will ensure that all loans originated within the team are properly underwritten with appropriate financial analysis and due diligence used in the preparation of credit approval memorandums. They will also ensure that loans are booked with proper documentation and additional post-approval due diligence is completed in a satisfactory manner. In addition to development of loan opportunities, the Team Leader will work with the team to increase deposits from clients, and generate non-interest fee income through the appropriate recommendation of interest rate hedging products, loan participation sales and referrals to partner organization Portfolio Management and Credit Analysis: The Team Leader is responsible for the ongoing maintenance and customer service of an assigned loan portfolio and oversight with the management of the loans which are assigned within the group. The Team Leader is responsible for monitoring the ongoing credit quality of the portfolio and shall assess the credit quality of each relationship in accordance with policy including the completion of annual credit reviews, ensuring the accuracy of risk ratings. The Team Leader shall be responsible for the accurate collection of data to track/monitor the status of the portfolio. Job Specifications (Skills, Knowledge and Abilities Required) Bachelor's degree or equivalent Minimum of 10+ years of commercial lending and underwriting/portfolio management experience Understand the commercial marketplace within the Bank's target area Be well-versed with the Bank's credit policy and guidelines Have familiarity with other products and services offered by the Bank, for cross-selling purposes Ability to communicate effectively in both an oral and written capacity Be willing to assume any other duties as may be required Previous Leadership experience highly preferred Behavioral Skills Consistently demonstrate behaviors associated with Brookline Bancorp's Core Four values: adaptability, accountability, leadership, and teamwork. The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. This job description is subject to change at any time.

The SBA Credit Risk Team Lead is responsible for all underwriting activities related to new and existing credit transactions with moderate to higher complexity including client diligence, structuring, and the required analysis and preparation of the underwriting package. They will also manage a team, focused on SBA 7a lending. Responsibilities include, but are not limited to: Proactively communicates with Loan Officers and assigned Credit Portfolio Managers during the underwriting, approval and portfolio management processes. Review and circulate credit packages and modifications for approval. Ensure packages are updated as required by approvers. Underwrite complex new loan requests and modifications. Coordinate with the assigned Commercial Loan Officers, Loan Officer Assistants and Direct Reports all activities required to complete a credit package. Completes performance evaluations, reviews and approves timecards and all other manager related activities for his/her direct reports. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority. Obtain, and monitor various loan portfolio reports such as Maturing Loans, Past-Due Loans, Annual Reviews and proactively assist lenders with requisite action plans. Assure that credits are accurately risk rated and credits are properly monitored and reported. Adhere and comply with all requirements of Regulation B Adverse Action Procedures -- Florida Division. Create and maintain current BSA Information. Adhere and comply with all requirements of watch list and EDD procedures. Manage and track covenants, borrowing bases, A-R Ageing, etc. for their accounts. Assist in preparation of quarterly CLMR reports. Advise Lenders on all matters related to the Bank's Credit Policy and related Procedures/Forms. As time allows conduct annual site visits, attend loan closings and other tasks required to support assigned lenders. Required Skills: Knowledge of SBA 7a Underwriting Knowledge of credit underwriting, accounting and loan documentation with the ability to. Ability to effectively communicate credit concerns and formulate alternate loan structures to customers, business unit team leaders, department heads and senior management. Proficient computer skills using Microsoft Word, Excel and Outlook. Strong level of interpersonal and social skills needed to interact with loan officers, administrative staff and customers. Strong personal time management skills. Strong mathematical skills. Strong credit skills. Strong administrative skills. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions. Required Experience: High School Diploma or GED and a minimum of seven years of experience in a commercial lending environment in a credit-oriented and underwriting position. Bachelor's degree, completion of a formal credit training program, and prior supervisory experience is preferred. Full-time/Part-time Full-time FLSA Exempt Location(s). 405 N Westshore Blvd, Tampa, Florida 33609, United States 180 Fountain Pkwy N Suite 200, St Petersburg, Florida 33716, United States Total Rewards Summary We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process. Job Details Pay Range $110,600.00 - $195,700.00 / year Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions. undefined

The Bilingual Call Center Team Lead is responsible managing, mentoring, training, and assisting associates in our call center, while leading the team to success via achieving KPI's. Schedule: Must be available for shifts 10:00am to 7:00pm Monday through Friday, and also Saturdays, on-call, and after hours responsibilities may be required on a rotating basis. Location: must be able to commute to our office in Coppell, TX on a daily basis Salary: $20-22/hour, dependent on experience. Also eligible for a monthly bonus of up to $500/month. Additional Compensation and Benefits: At Harris & Harris, we truly care about each employee's health, wellness, financial stability, and education. We are proud to offer each employee the following benefits: Medical and Dental insurances from premium providers 401K with matching Company paid Accident and Disability Insurance, Long Term Disability Insurance, EAP, and Travel Assistance Tuition Reimbursement Paid Time Off Additional benefits such as identity theft protection, flexible spending accounts, pre-tax commuter benefits, and more. DAY TO DAY Handle escalated complex customer situations within the boundaries and rules set by our client and Harris & Harris Call Center Management Organize and direct the daily activities of up to 15 to 20 Associates Manage schedules and adherence for Associates. Manage time, workflows, and prioritize tasks as needed Monitor Associate calls, provide feedback, coach behaviors, calculate performance metrics and analyze reports. Achieve results consistently above the average of the department Support the associates and our clients. This includes: Ensuring agents are logged in and ready to work at the start of their shift. Ensure questions are answered in a timely manner. Never rejecting to take a manager call. Timely coaching of errors and QA's WHAT YOU MUST POSSESS Must Have: Bilingual in Spanish One year of more experience working in a call center Previous leadership experience preferred Understanding of Customer Care expectations High School diploma or equivalent Some College Preferred WHY HARRIS & HARRIS? Harris & Harris is a premier, full-service revenue recovery firm headquartered and founded in Chicago, IL. Founded in 1968, we have been in business for more than 50 years, and we specialize in the utilities, government, and healthcare markets. The family business Sam Harris started is now a firm of more than 500 hundred employees including collections professionals and customer care representatives who employ the latest technology and best ethical practices to help businesses recover revenue and provide world class customer service. We take pride in knowing what it takes to turn a call from "average" to "excellent." We have been delighting clients and customers for decades thanks to our outstanding employees. They make the difference every day, shift, and call and transform challenges into victories. At Harris & Harris, we're proud to be an organization where everyone is welcome and can be their authentic selves at work. We're passionate about celebrating the differences that make each of us unique. Our culture focuses on our employees and we look for opportunities to recognize and celebrate together. We are an organization that cares about our people. From monthly activities, bonuses and contests, to competitive wages and benefits, we foster an environment where we employees feel valued. We also are an organization that believes in the power of giving back. Our internal cross functional committee, Harris Cares, guides our philanthropic activities. We have partnered with organizations such as One Warm Coat, Greater Chicago Food Depository, American Cancer Society, Bright Pink, The Heat and Warmth Fund (THAW), and Operation Stars and Stripes. Most recently we have partnered with local schools and charitable organizations to give back to our communities including the American Heart Association, Habitat for Humanity, A Just Harvest, and R. Nathaniel Dett Elementary School. At Harris & Harris, everyone is important, and one person can make a difference for their colleagues, for our clients, and for our company. We look forward to hearing from you! Harris & Harris is an equal opportunity employer. Applicants will not be discriminated against based on race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, disability, ancestry, marital status, veteran status, medical condition or any protected category prohibited by local, state or federal laws.