Team Service Leader jobs at Empower Retirement - 914 jobs

Lead Specialist, Front Office Advice & Guidance
Empower Retirement 4.3
Team service leader job at Empower Retirement
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Lead Specialist of Advice and Guidance, you will play a key role in ensuring Empower delivers consistent, compliant, and high-quality advice to clients across its front-office channels. You'll serve as a subject matter expert for complex advice and supervisory questions, lead the development of policies and procedures that promote best-interest standards, and partner across Compliance, Supervision, and Business teams to strengthen Empower's advice framework. Your work helps protect clients and supports Empower's mission to deliver trusted, transparent financial guidance. What you will do: Provide advice and regulatory interpretation to front-office teams on complex advice and supervision matters Act as an escalation point for issues related to advice delivery, investment recommendations, and oversight Design and enhance programs that promote advice quality, suitability, and best-interest compliance across broker-dealer and advisory channels Develop and deliver training and communications on advice standards and regulatory expectations Collaborate with Compliance, Supervision, Legal, Operations, and business leadership to align advice delivery with Empower's compliance framework Research evolving SEC, FINRA, DOL, and state requirements; recommend updates to policies and processes Prepare reports and presentations for leadership on advice oversight trends and program effectiveness Represent Advice and Guidance on committees and workgroups focused on policy, risk, and regulatory change Mentor peers and provide technical and procedural support to promote consistency in advice oversight Support responses to internal audits, regulatory exams, and special projects to improve advice infrastructure and technology What you will bring: Bachelor's degree or equivalent experience 7+ years of financial services experience, including 3+ years in advice, supervision, or compliance oversight Must have the ability to learn and develop a deep understanding of the business; build strong relationships through regular communication and active participation in committees and projects; and objectively assess inherent regulatory risks. This includes developing a comprehensive understanding of the control environment, accurately identifying weaknesses, measuring control effectiveness, and partnering with the business to advocate for and drive effective remediation FINRA Series 7 and 65 (or 7 and 66) plus 9/10 or 24 required, or ability to obtain within corporate timelines. FINRA fingerprinting required Strong understanding of advice delivery, suitability, and best-interest obligations under SEC, FINRA, and DOL regulations Proven ability to interpret and draft policies and apply regulatory guidance to business practices Excellent analytical, investigative, and written communication skills Ability to manage multiple priorities and make sound, independent, risk-based decisions Strong collaboration and relationship-building skills across business and control functions What will set you apart: Recognized subject matter expertise in advice delivery and supervisory oversight Experience enhancing compliance programs or advice governance frameworks Must bring a true “challenger” mindset paired with strong relationship-building skills that support long-term, collaborative partnerships with business leaders Track record mentoring peers and supporting cross-functional initiatives Familiarity with technology tools and data analytics that strengthen compliance monitoring Demonstrated success improving advisor experience through clear guidance and streamlined processes ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $96,100.00 - $135,700.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-17-2026 Want the latest money news and views shaping how we live, work and play? 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$96.1k-135.7k yearly Auto-Apply 16d ago

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US Corporate Tax Leader | Team & Client Mentor
Escalon Services Inc. 4.1
Palo Alto, CA 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
$80k-132k yearly est. 1d ago
Payments Fraud Analytics Lead
City National Bank 4.9
New York, NY jobs
WHAT IS THE OPPORTUNITY? The Payments Fraud Analytics Lead, leads the Bank's fraud prevention and risk management activities for payment systems to mitigate both the Bank's and our clients' exposure to potential fraudulent activities. The manager is responsible for evaluating industry, client and situational/threat trends by payment type, as well as cross-channel. This position is responsible for ongoing analytics and recommendations which are presented to senior executive management enterprise wide, and used to rapidly respond to emerging fraudulent activities. In addition, the manager is responsible for developing and implementing the Bank's Fraud Prevention analytics to support new products such as Zelle, as well as new product features such as increases to existing debit cards. WHAT WILL YOU DO? Develop the Bank's payments fraud strategy to minimize the Bank's payments fraud losses. Assess trends impacting payments fraud and provide real-time recommendations to mitigate potential fraud against the Bank and clients. Define, formulate and create complex analytical models to assess payments fraud activities. Create models to assess payments fraud activity within a specific payment system and across payment systems. Serve a Bank's Knowledge Expert on Payments Fraud and accountable for developing the Bank's Payments Fraud Strategy. Actively participate on key payments initiatives. Create, test and implement rule criteria. Balance fraud prevention recommendations with client experience considerations. (note: Updates may be required on a 24/7/365 basis to prevent fraud.) Analyze loss data and recommending/implementing appropriate loss prevention strategies. In addition, evaluate fraud cases and losses holistically to identify potential trends, and areas of improvement. Participate actively participate in development of Fraud Policies and Risk Management activities, supporting a broad-spectrum of business units across the Bank. Develop and produce executive key performance metrics and report to senior management and enterprise risk. Create and deliver reports as requested by clients, implement state of the art analysis tools and forecast processes that ensure global delivery of actionable information as necessary. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 5 years in financial services experience with deep knowledge of payment systems. Demonstrated ability to work in an enterprise wide role and to lead through influence. Minimum 3 years with fraud strategy and rule writing Minimum 3 years of experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects and Falcon system/scoring. Additional Qualifications Strong analytical, interpretive and problem solving skills with the ability to interpret large amounts of data and its impact in both operational and financial areas. Prefer 7 years in financial services experience with deep knowledge of payment systems. Demonstrated ability to work in an enterprise wide role and to lead through influence. Prefer 5 years with Falcon (or comparable system) fraud strategy and rule writing Prefer 5 years of experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects and Falcon system/scoring. Ability to create and maintain complex mathematical models. Outstanding communications skills and ability to clearly communicate with both senior executives and staff. Exercise judgment within defined procedures and practices to determine appropriate action. Comprehensive knowledge of risk principles and procedures. Ability to synthesize large quantities of data into concise presentations with sound business conclusions. Thorough knowledge of PC computing environment, experience with database/data warehouses, and experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects. Ability to interact effectively with all levels of Bank personnel and customers. Must be able to work in a high-productive, deadline-oriented environment. Must be flexible to handle multiple tasks simultaneously. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. #CA-NW Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.#CA-NW
$101.2k-172.4k yearly 2d ago
Senior Casualty Underwriting Leader & Team Growth
Berkshire Hathaway Spec INS 4.8
Chicago, IL jobs
A leading insurance provider in Chicago seeks a Vice President, Experienced Underwriting Manager for its Central Casualty team. The successful candidate will lead underwriters and evaluate casualty insurance risks. With over 10 years in underwriting and 5 years in management, strong analytical and relationship-building skills are essential. The role offers a competitive salary of $190,000 to $230,000 annually along with excellent benefits, providing opportunities for career growth and development. #J-18808-Ljbffr
$190k-230k yearly 3d ago
Payments Fraud Analytics Lead
City National Bank 4.9
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? The Payments Fraud Analytics Lead, leads the Bank's fraud prevention and risk management activities for payment systems to mitigate both the Bank's and our clients' exposure to potential fraudulent activities. The manager is responsible for evaluating industry, client and situational/threat trends by payment type, as well as cross-channel. This position is responsible for ongoing analytics and recommendations which are presented to senior executive management enterprise wide, and used to rapidly respond to emerging fraudulent activities. In addition, the manager is responsible for developing and implementing the Bank's Fraud Prevention analytics to support new products such as Zelle, as well as new product features such as increases to existing debit cards. WHAT WILL YOU DO? Develop the Bank's payments fraud strategy to minimize the Bank's payments fraud losses. Assess trends impacting payments fraud and provide real-time recommendations to mitigate potential fraud against the Bank and clients. Define, formulate and create complex analytical models to assess payments fraud activities. Create models to assess payments fraud activity within a specific payment system and across payment systems. Serve a Bank's Knowledge Expert on Payments Fraud and accountable for developing the Bank's Payments Fraud Strategy. Actively participate on key payments initiatives. Create, test and implement rule criteria. Balance fraud prevention recommendations with client experience considerations. (note: Updates may be required on a 24/7/365 basis to prevent fraud.) Analyze loss data and recommending/implementing appropriate loss prevention strategies. In addition, evaluate fraud cases and losses holistically to identify potential trends, and areas of improvement. Participate actively participate in development of Fraud Policies and Risk Management activities, supporting a broad-spectrum of business units across the Bank. Develop and produce executive key performance metrics and report to senior management and enterprise risk. Create and deliver reports as requested by clients, implement state of the art analysis tools and forecast processes that ensure global delivery of actionable information as necessary. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 5 years in financial services experience with deep knowledge of payment systems. Demonstrated ability to work in an enterprise wide role and to lead through influence. Minimum 3 years with fraud strategy and rule writing Minimum 3 years of experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects and Falcon system/scoring. Additional Qualifications Strong analytical, interpretive and problem solving skills with the ability to interpret large amounts of data and its impact in both operational and financial areas. Prefer 7 years in financial services experience with deep knowledge of payment systems. Demonstrated ability to work in an enterprise wide role and to lead through influence. Prefer 5 years with Falcon (or comparable system) fraud strategy and rule writing Prefer 5 years of experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects and Falcon system/scoring. Ability to create and maintain complex mathematical models. Outstanding communications skills and ability to clearly communicate with both senior executives and staff. Exercise judgment within defined procedures and practices to determine appropriate action. Comprehensive knowledge of risk principles and procedures. Ability to synthesize large quantities of data into concise presentations with sound business conclusions. Thorough knowledge of PC computing environment, experience with database/data warehouses, and experience using reporting/query tools such as Brio, MS Query, MS Access, Excel, Crystal Reports or Business Objects. Ability to interact effectively with all levels of Bank personnel and customers. Must be able to work in a high-productive, deadline-oriented environment. Must be flexible to handle multiple tasks simultaneously. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. #CA-NW Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.#CA-NW
$101.2k-172.4k yearly 2d ago
Strategic Relationship Leader - Emerging Middle Market Banking
BMO 4.7
San Francisco, CA jobs
A leading financial institution seeks a Relationship Manager in San Francisco, CA. The successful candidate will have extensive experience in relationship management, sales performance, and a strong client network to drive business growth. You will be responsible for developing new business, managing key client relationships, and ensuring high levels of client satisfaction. A Bachelor's degree in business-related fields is required, alongside significant banking experience. This role offers a competitive salary and a comprehensive benefits package. #J-18808-Ljbffr
$109k-152k yearly est. 3d ago
Senior Commercial Lines Broker & Team Leader
NFP Corp 4.3
Boston, MA jobs
A leading insurance brokerage firm is seeking a Commercial Lines Broker/Sr. Broker in Boston, MA. This full-time, hybrid role involves managing complex placements and mentoring staff. Candidates should have a minimum of 7 years of experience in insurance and excellent negotiation and leadership skills. A Bachelor's degree is preferred. The company offers a salary range of $75,000 to $150,000 based on experience and qualifications. #J-18808-Ljbffr
$75k-150k yearly 2d ago
Global SDR Growth Leader
Valid8 Financial, Inc. 3.6
Menlo Park, CA jobs
A leading financial services company located in Menlo Park is seeking a Director of Sales Development. In this hybrid role, you will build and inspire a high-performance SDR team while implementing innovative prospecting strategies. The ideal candidate brings 3+ years of experience in B2B SaaS sales development and a proven ability to coach top-performing sales professionals. This position offers comprehensive benefits and flexible working arrangements. #J-18808-Ljbffr
$76k-140k yearly est. 4d ago
Mission Critical OFCI/Commissioning Lead
Blackrock Resources LLC 4.4
Columbus, OH jobs
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
New England Corporate Tax Market Leader
Global Tax Management, Inc. 4.3
Boston, MA jobs
A leading corporate tax services firm is seeking an Entrepreneurial Market Leader to launch and expand its New England practice. The ideal candidate will have over 15 years of tax experience and a strong business development background. This role involves building a local tax practice, driving client engagement, and ensuring operational excellence. The candidate must possess exceptional leadership and communication skills alongside extensive knowledge of corporate tax issues. #J-18808-Ljbffr
$103k-156k yearly est. 5d ago
Life Sciences Market MD, West Coast Leader
Jpmorgan Chase & Co 4.8
San Francisco, CA jobs
A prestigious financial institution is seeking a Managing Director for Life Sciences Coverage in the West Coast Region. This role involves leading a team of bankers to foster profitable banking relationships and ensuring team success in a dynamic environment. Applicants need at least ten years in account relationship management, along with strong sales management abilities and communication skills. The position requires some travel and comes with a comprehensive benefits package, affirming the organization's commitment to diversity and inclusivity. #J-18808-Ljbffr
$108k-148k yearly est. 3d ago
CRE Strategy & Lease Analytics Leader
Financial Industry Regulatory Authority, Inc. 4.7
Denver, CO jobs
A financial regulatory body is seeking a Senior Principal Analyst in Denver, CO to manage corporate real estate strategies. This role will analyze nationwide real estate needs, oversee a $40+ million annual rent expense, and provide key insights to the CRE leadership. Success in this position requires strong analytical and project management skills, along with proficiency in tools like PowerBI and Excel. The ideal candidate will bring over nine years of experience and demonstrate excellent communication abilities. #J-18808-Ljbffr
$59k-113k yearly est. 2d ago
Service Supervisor - Manzanita
American Campus Communities, Inc. 4.2
Tempe, AZ jobs
At ACC, the Service Supervisor is critical to a propertys facilities maintenance operations, ensuring work order execution while helping supervise and train the service team. In this role, youll also help manage vendor relationships and maintain hi Supervisor, Operations, Maintenance, Vendor, Service, Retail, Property Management
$42k-62k yearly est. 2d ago
Service Supervisor - Manzanita
American Campus Communities 4.2
Tempe, AZ jobs
At ACC, the Service Supervisor is critical to a property's facilities maintenance operations, ensuring work order execution while helping supervise and train the service team. In this role, you'll also help manage vendor relationships and maintain high standards for our residents to enjoy. The ideal candidate will have strong attention to detail and a commitment to safety and cleanliness. At ACC, there are always opportunities to gain new certifications, and grow in your facilities maintenance career - whether it is supporting nearby properties or on the job training. Coordinate, help supervise, and train maintenance team, ensuring timely completion of work orders and maintenance tasks; support operations in the absence of supervisor. Perform work order processes, including execution, system close-out, verification, and vendor coordination. Assist in and help lead property turn process and coordinate with vendors for efficient execution. § Assign and perform preventative maintenance work, contributing to the ongoing update of preventative maintenance plans. § Conduct inspections of public areas and resident apartments to ensure ACC's facilities maintenance standards are met. Ensure the safe operation, compliance, preventative maintenance, and training for all facilities equipment and systems, adhering to health, safety, and OSHA regulations. § Communicate and assist with outside vendors, including escorting them on-site and helping managing vendor relationships; assist with contract management and vendor agreements. § Conduct inventory assessments to ensure necessary tools and supplies are available. Ensure property is utilizing national partnerships for vendor management to reduce expenses, and leverage market-wide vendor services for consistency and scalability with nearby properties. Maintain clean and orderly shop, storage, and back-of house environment, ensuring all tools and supplies are organized. Assist with coordinating with vendor services like snow removal, landscaping, etc. Help order maintenance supplies and equipment for property needs, within budget; assist with processing invoices in a timely manner. Maintain key control oversight, including key box access. Other duties as assigned by supervisor. American Campus Culture Commitments Our people are devoted to a culture of inclusion, diversity, and equality in the workplace and our communities. We are committed to intentionally executing an evolving set of goals specific to inclusion, diversity, and accountability, driven by empathetic leadership and embraced by all. The core of American Campus culture involves everyone being fully invested in everything that we do down to picking up the smallest piece of trash. No matter their position or duration at any given property, everyone picks up trash because we take pride in our community. Serve as an American Campus representative and liaison in all interactions. Certain activities involved in this position may be photographed and/or video and audio recorded for quality control and/or training purposes. Compliance with the Photo, Video and Voice Recording Policy is a condition of employment. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the minimum knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience: HVAC certification preferred CPO certification preferred - if applicable 2 years' proven experience in residential facilities maintenance Benefits & Perks Benefits: Dental Vision 401(k) with Employer Matching Medical & Dependent Care Flexible Spending Accounts (FSA) Life Insurance Sick Leave Paid Time Off Paid Pregnancy & Childbirth Leave Paid Paternity Leave Health Insurance Health Savings Account (HSA) with Employer Matching Short-Term & Long-Term Disability Perks: Preferred Membership Pricing at Local & National Companies CoreGiving Volunteer Days Referral Program Charity Matching Program
$42k-62k yearly est. 2d ago
Private Equity Team Lead, Professional Liability/Cyber, Financial Lines
AIG-American International Group, Inc. 4.5
New York, NY jobs
Join us as a Private Equity Team Lead to step up to a key team leadership role that will drive business growth. This level underwriter typically handles accounts/clients which are greater in scope and complexity than those handled by a Senior UW or U Financial, Team Lead, Professional, Liability, Equity, Private, Business Services
$136k-196k yearly est. 2d ago
Portfolio Management Team Leader
Northwest Bank 4.8
Columbus, OH jobs
OverviewThe Portfolio Management Team Leader is responsible for leading, managing, and coaching a team of Portfolio Managers while assisting with the strategic implementation and execution of ongoing portfolio management improvements, tools and resources. The PM Team Leader will work closely with business line partners to efficiently and strategically grow the commercial loan portfolio. The PM Team Leader is responsible for ensuring reporting requirements, annual reviews, covenants, spreads, renewals and related underwriting activities are completed timely, accurately and are aligned with the Bank's standards, policies and procedures. The PM Team Leaders will be responsible for assigning appropriate risk ratings, identifying credit risks and recommending appropriate credit actions. This position involves frequent interaction with Market Executives, Credit Risk Officers, Loan Administrative Leader and Loan Operations management.Essential Functions Drive Portfolio Management strategy, implementation and execution Recommend improvements to portfolio management processes, procedures and staffing to improve efficiency and effectiveness Lead, manage and coach a team of Portfolio Managers to ensure risk is managed appropriately in the portfolio. Generate and monitor reporting related to loan maturities, annual reviews, covenants, financial reporting requirements, delinquency, renewals, conditions and related reports. Ensure annual reviews and covenant tests are completely consistently and as scheduled, escalating credit risks identified in the process. Tailor individual and group training when gaps are recognized to ensure skill set progression to maximize performance and professional growth Assign credit relationships to PM's based on capacity, credit acumen and other factors. Review and endorse/ or approve Annual Reviews or credit requests ensuring the analysis and related materials are complete and accurate, including credit risk identification and risk rating assignment. Ensure all loan approval conditions have been met within required time frame Ensure timely collection, review and evaluation of all financial statement requirements from borrowers and guarantors Proactively identify and escalate declining financial performance/negative indicators within the loan portfolio on a timely basis Administer complex construction loans in accordance and in conjunction with the Construction Loan Administration group as needed Act as the first line of defense to recommend and process timely risk rating changes in conjunction with the Relationship Manager Initiate and/or complete loan modifications per established protocols Manage and maintain collateral requirements Coordinate and assist with criticized loan reports as part of the Watch List program Act as a liaison with Commercial Loan Operations, Loan Review, Audit, examiners and other departments as required Jointly call on clients to stay apprised of business activity/performance and serve as additional contact point Facilitate client service requests Optimize client relationships and create an exceptional client experience Comply with all corporate standards and audit-related matters in specific areas of responsibility Remain current on all banking rules and regulations Establish increased productivity and profitability Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Qualifications Bachelor's Degree Business, Finance, or related degree required 8 - 12 years relevant experience in Commercial Lending as a Portfolio Management Team Leader, Portfolio Manager, Relationship Manager and/or Credit Officer/Underwriter working with complex credits and documentation preferred And Ability to perform financial analysis, assess risk, review documentation and coordinate loan closings, Expert/Leader Very strong credit, analytical, organizational and critical thinking skills, Expert/Leader Team-oriented with ability to monitor and manage multiple responsibilities simultaneously, Expert/Leader Ability to manage and coach a team with varying skillsets and backgrounds, Expert/Leader #LI-CW1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$53k-100k yearly est. 3d ago
Supervisor Commercial Loan Servicing
Hudson Valley Credit Union 3.8
Poughkeepsie, NY jobs
Hudson Valley Credit Union is currently recruiting for a Supervisor Commercial Loan Servicing. Primary function: Supervise the daily operations and staff related to the servicing of commercial loans, commercial real estate mortgages and lead lender participation loans, to include payments, commercial tax/insurance escrow functions, hazard insurance tracking, maintenance and IRS tax reporting. Coordinate the workflow for assigned personnel, set deadlines, ensure procedures are compliant with state and federal lending regulations and followed. Review the servicing area processes and procedures for continuous improvement. Responsibilities Supervise the daily functions and staff responsible for servicing commercial loans and commercial real estate mortgages/participations. Establish, monitor and ensure that service level agreements related to commercial servicing functions are met. Provide supervision, coaching, training, development, and performance evaluations of staff. Handle all human resource needs of department's employees. Measure and coach staff in regards to productivity, quality, member service expectations and goals. Conduct regular department meetings, one-on-one meetings and training sessions. Ensure team possesses a high level of individual accountability for delivering results within attainable deadlines and industry and regulatory standards. Interview and hire new staff as needed. Ensure tax/insurance payments are made on time and valid insurance is properly in place for the life of the loan to minimize risk and liability. Establish, review and maintain member escrow accounts where applicable. Coordinate with outside legal counsel in review and preparation of Subordination Agreements, Assignments of Mortgage, deed changes and Partial Release of mortgaged premise. Review and approve releasing of funds Monitor monthly remittance process to ensure timely and accurate reporting to participants for commercial participation mortgage loans serviced by CU. Responsible for resolution of member issues in a timely manner. Supervisor contributes to the process to ensure overall member satisfaction. Ensure HVCU liens are perfected on all collateral loans. Ensure Lien Releases and mortgage satisfactions are prepared within the allotted time frame required by state law. Ensure secured loans are continually collateralized. Ensure proper record retention and that loan documentation is maintained and loans are being properly processed and serviced. Interact with the various external vendors that support servicing activities, for example: collateral protection, lien filing, tax monitoring, hazard and flood insurance. Create and implement department procedures and staff developmental plans. Continuously review and update procedures and forms for compliance and accuracy. Implement necessary changes to improve efficiency for the effectiveness of the department and disseminate information to staff. Responsible for coordination of Commercial Loan Servicing daily, weekly, monthly, quarterly, annual and year end reports including IRS reporting, Escrow Analysis and member statements. Ensure servicing software compatibility and compliance to areas within the Credit Union; IT, Accounting, Member Debt Solutions, Branches, Compliance, Internal Audit. Works with vendors and other areas as needed to ensure proper servicing system functionality. Ensure compliance with Credit Union policies and procedures as well as federal and state regulatory requirements. Perform research and responds to internal audit and external audit requests. Serve as the back up to the Consumer and Commercial Loan Servicing Manager and acts on his/her behalf. Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned. Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism. Responsible for regular and predictable attendance including punctuality. Qualifications High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required. Minimum 2 years Loan servicing, preferably in commercial, and/or residential mortgage areas experience required. Minimum 1 years Supervisor experience, preferably in the lending environment preferred. Click here to view full job description Why Choose HVCU? Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work! Employee Perks: Base & Variable Pay Structures Paid Personal, Holiday & Volunteer Time Off Professional Development & Training Student Loan Repayment & Tuition Reimbursement Programs Medical, Dental & Vision Coverage 401(k) With Employer Match & Non-Elective Employer Contribution Life, Short-term & Long-term Disability Insurances Discounted Loan Rates & Fees Hudson Valley Federal Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
$52k-78k yearly est. 3d ago
Revenue Analytics Lead San Francisco, CA
Gusto 4.5
San Francisco, CA jobs
At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff-like payroll, health insurance, 401(k)s, and HR-so owners can focus on their craft and customers. With teams in Denver, San Francisco, and New York, we're proud to support more than 400,000 small businesses across the country, and we're building a workplace that represents and celebrates the customers we serve. Overview The Revenue Operations team at Gusto is a full‑stack organization responsible for data, analytics, and operational excellence in pursuit of scaling our revenue growth. The Revenue Analytics team is one functional area, responsible for defining and owning the metrics for scaling our Sales teams and forecasting our performance against company plan. Responsibilities Establish relationships with stakeholders to determine business needs, scoping and delivering solutions through data products Build and maintain sales forecasts, along with establishing KPIs to measure business health and efficiency Utilize data to drive actionable insights that enhance the productivity of Gusto's sales teams, including visibility into quota setting and attainment, incrementality of sales touchpoints, and channel penetration Deliver against a long‑term roadmap for strategic success in Gusto's Direct acquisition efforts Serve as key owner of insights and thought partner to sales leaders across the organization Qualifications Education or work experience in an analytical discipline, or a related technical field 5+ years of experience in an analytics role with exposure to business/finance stakeholders High aptitude and enthusiasm for complex business problems, utilizing modeling and analysis, through tools such as Excel/GSuite Experience with data visualization technologies, e.g., Tableau, Looker, Redash Proactive and autonomous problem‑solver, able to work independently maintaining attention to detail. Able to manage ambiguity, resource dependencies and timelines to optimal outcomes Strong communication and collaboration skills, with an ability to distill technical or complex matters into clear and concise explanations to senior leaders and business stakeholders Compensation and Location Our cash compensation amount for this role is targeted at $157,960 - $193,500 in San Francisco and New York, and $129,975 - $159,000 in Denver and most remote locations. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above. Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale. Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. This includes non‑office days for hybrid employees. Equal Opportunity & Accommodations Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you. #J-18808-Ljbffr
$158k-193.5k yearly 3d ago
SBA Credit Risk Team Lead
Valley Bank 4.4
Tampa, FL jobs
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
$45k-84k yearly est. 5d ago
Commercial Lines Team Lead - Raleigh or Pittsburgh
First National Bank of Pennsylvania 3.7
Raleigh, NC jobs
Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future. Insurance Team Lead Business Unit: INSA Reports to: Varies This position is primarily responsible for leading a team of Account Managers/Client Advocates/Account Executives (CL/EB/PL) including planning, coordinating and controlling activities of the service team to maintain and enhance customer relationships, meet organizational and operational objectives and ensure all processes and service levels are consistently achieved. The incumbent ensures both new and current staff members receive the necessary job training and have the necessary tools to maximize their effectiveness, provides day to day direction and addresses questions as needed. Primary Responsibilities: Services and retains an assigned book of business. Maintains assigned customer accounts and provides all services essential to high quality customer service which include collaboration with Sales and other Service/Support areas. Oversees activities of the Service Department and assures the smooth operation of the department when responding to internal and external requests. Monitors and reviews the consistent and timely delivery of proposals, policies, endorsements, invoices, audits, cancellations and correspondence to clients. Assists in the determination of the appropriate level of service for each client and ensures these levels of service are delivered in a consistent manner. Works with internal partners, operations, staff and producers to improve client satisfactions levels and service levels. Provides assistance to the internal team and is available to answer questions on procedures or coverage when necessary. Continually reviews policy and procedures manuals to ensure they reflect best practices in all areas. Manages the training of the service team to ensure they have the appropriate skills and tools necessary to ensure the highest level of client service including helping to prioritize and provide direction as needed. Conducts performance appraisals, provides on going coaching and development feedback and if needed, coordinates appropriate disciplinary measures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 7 Skills Required to Perform the Primary Responsibilities of this Position: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level BA or BS preferred. Experience in commercial lines property casualty operational or customer related insurance environment and TAM system. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Based on role, either Prop & Casualty or Life & Health required. Insurance designation preferred. Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$78k-148k yearly est. 3d ago