Greenleaf Trust jobs in Kalamazoo, MI - 11379 jobs

WHO WE ARE At Greenleaf Trust N.A., our teams are dedicated to providing the highest level of comprehensive wealth management services, trust administration and retirement plan services. We adhere to the highest standards of fiduciary excellence while providing customized solutions and highly personal service to our clients. SUMMARY Provide plan administration and participant recordkeeping services for retirement plans serviced by Greenleaf Trust. Broad responsibilities include, but are not limited to, analysis of plan documents, set-up of plans on internal recordkeeping system, processing of daily transactions, quarterly employer and participant reporting, technical compliance testing, and government reporting. YOUR ROLE IN SERVING OUR CLIENTS AND ASSISTING DIVISIONS INCLUDES: * Understanding of Retirement Plan documents, technical rules and regulations, and government reporting requirements. * Set-up of plan benefits and features on recordkeeping system. * Post, and reconcile, daily plan transactions (contributions, investment elections and transfers, distributions, loans, fees, etc.) * Allocation of employer contributions and annual discrimination and compliance testing as prescribed by ERISA and applicable regulation * Work closely, when applicable, with audit firms in preparing Annual Form 5500 * Provide ongoing client communication with assigned plans that have basic plan provisions and are generally smaller and less complex. * Discuss plan provisions/options with plan sponsors and other contacts at company * Answer questions from clients on a variety of retirement plan topics * Proactively communicate with clients on compliance testing and allocation process * Prepare Quarterly Employer Reports * Prepare all reports and statements * Upload all required reports to sponsor website * Other Duties * Quarterly fee & invoice production and tracking * Quarterly loan review and default process * Annual Required Minimum Distribution process * Quarterly participant address data scrub with mailing vendor * Cash-out distribution analysis and processing * Uncashed Checks - Escheatment processing * 22c2 Reporting * Participation in designated workgroups and projects as assigned * All other duties as assigned DEI COMMITMENT Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations. SECURITY RESPONSIBILITIES Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations. MINIMUM EDUCATION / EXPERIENCE REQUIRED * Bachelor's Degree and minimum 3 years experience in retirement plan administration or recordkeeping, or equivalent education and experience * Working knowledge of investment and/or retirement plans desirable * Experience with FIS (formerly Relius) or equivalent participant recordkeeping system desired TALENTS, KNOWLEDGE, SKILLS, AND ABILITIES * Strong work ethic and team orientation * Strong organizational skills * Good interpersonal skills ("people skills") * Excellent verbal and written communication skills * Proficient with MS Office Suite * Ability to work, and problem-solve independently * Proactive * Assertive * Analytical skills * Motivated, conscientious and reliable * Committed to "top-of-the-line" client service standards * Organized with keen attention to detail * Ability to prioritize and multi-task * Patient, honest and positive EQUIPMENT USED * Computer * Various copiers, printers, and scanners * Multi-line phone * Audio Visual Equipment * Smart Phone SYSTEM APPLICATIONS USED * Office 365 * Keeper Password Manager CONTACTS * Regular contact with all areas of the company * Legal and Tax Advisors * Actuaries * Current and prior Third Party Advisors and Vendors * Clients and prospects and their external advisors. PHYSICAL REQUIREMENTS * This position requires a significant amount of time sitting and working on a computer, sitting in meetings and/or talking on a telephone. WORK ENVIRONMENT Normal office environment, subject to constant interruptions, that is well lit, properly ventilated and handicap accessible. OTHER * Regular and predictable attendance in the Kalamazoo, Michigan office is required. * Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.

Part time. 24 hrs/week. Night shift. 10:pm - 6:30 am. Every 3rd weekend. Holidays per unit rotation. Perform a variety of specimen collection techniques from patients. Additional duties specific to a location may include: reception, data entry, collection of billing information, specimen processing and client and customer service duties. MISSION, VALUES and SERVICE GOALS MISSION: We deliver outstanding care, inspire health, and connect with heart. VALUES: Trust. Respect. Integrity. Compassion. SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team. ORGANIZATIONAL RESPONSIBILITIES Associate complies with the following organizational requirements: Attends and participates in department meetings and is accountable for all information shared. Completes mandatory education, annual competencies and department specific education within established timeframes. Completes annual employee health requirements within established timeframes. Maintains license/certification, registration in good standing throughout fiscal year. Direct patient care providers are required to maintain current BCLS (CPR) and other certifications as required by position/department. Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self. Adheres to regulatory agency requirements, survey process and compliance. Complies with established organization and department policies. Available to work overtime in addition to working additional or other shifts and schedules when required. Commitment to Beacon's six-point Operating System, referred to as The Beacon Way: Leverage innovation everywhere. Cultivate human talent. Embrace performance improvement. Build greatness through accountability. Use information to improve and advance. Communicate clearly and continuously. Skill Requirements * Administrative: Answer telephones, maintain logs/records, organizational skills, proficiency with numbers, research information, time management, train employees, use computerized databases, written and verbal communications. * Machine: Personal computer. Physical Demands: Speech clarity, utilization of fingers and hands, standing-remaining on one's feet in an upright position, sitting-remaining in the normal seated position, handling-seizing, holding, grasping. Moderate physical effort (up to 30 pounds); must comply with applicable safety procedures. Working Conditions: Possible exposure to infection from disease-bearing specimens; regularly exposed to the risk of blood-borne diseases; must comply with applicable safety procedures. Vision Requirements: Far acuity-ability to see clearly at 20 feet or more; near acuity-ability to see clearly at 20 inches or less; depth perception-ability to judge distance and space relationships; color vision-ability to distinguish and identify different colors. License/Certification/Education: Requires a High School Diploma or equivalent. Meet all state & local requirements for Phlebotomy. Normally requires a Valid Driver's License along with a clean driving record. Additional Information 1 year of phlebotomy experience preferred.

Job Title: Department Administrator Job Type: Contract Rate: 26/hr on W2 Founded in 1996, CTC is a global IT services, Consulting and Business Solutions partner dedicated to helping organizations innovate, optimize, and grow. With over 2,000 professionals worldwide, we support more than 100 clients in transforming complex challenges into lasting competitive advantages. Description: General administrative support duties for PCC and E2S Departments, working collaboratively with GM, Mgrs, Dept TM's and collaborating with other PT Div. Admins. Duties include but are not limited to: Personnel Support New hire setup/preparation (incl. desk setup, required access, and general onboarding support) for TM's, CP's and resident Japan-Staff, off-boarding support as needed. Maintaining Dept. organization chart (with GM) Maintaining Evacuation List for team members in 1555, 1588, Evaluation buildings. Training new Powertrain Div. Admins (in collaboration with other PT Div. Admins.) Budget Management (Direct Funding, Indirect/Operations Budget & Capex) Indirect/Operating Budgets Attend budget meetings as required. Support GMs/ mgr to submit indirect budgets and meet targets Purchase requisition submission and tracking, including approval, PO dispatch, vendor invoicing, Receipting for payment, and PO reconciliation to expenditures. Close cancel POs as required. Vehicle rentals (quotes PO submission, track return timing). Monthly accrual preparation and submission. Budget corrections (reclasses) - preparation & submission of correction request. Run OT report monthly for managers Direct Budget (Annual Job Requests) Enter new data for JRN's in estimation dashboards(T&P/Prism, issue support requests, update estimations in T&P to resolve discrepancies. Work with Dept Mgrs to resolve negotiated targets, estimates and planned consumption rates and approvals. Monthly review of budget vs actual to GMs/Mgrs General Meeting arrangement and setup (department meetings, department events) - Dept meeting: Schedule, agenda item side for admin topics, R&D, D+I, R&D training slides, welcome new members, recognize birthdays/anniversaries etc Assisting in coordinating Exec/Guest/Japan Visitor tours Coordinating team building events, department lunches, retirement, family event recognitions (incl. occasional shopping for event requirements) Ordering office supplies as required, monitor supplies budget, and make recommendations to managers regarding purchase decisions. Support travel arrangements as required through Toyota's travel agency. Support TMs with vehicle shipping/ incoming outgoing requests to Shipping and Receiving Occasional mail distribution Department SharePoint management as needed (permissions, new doc libraries, links to home pages) Issue IS tickets, contact facilities groups as needed for 1555/1588 floor issues as needed. Ad-hoc lunch arrangements for special meetings events Schedule driver training for new members and track licenses TMNA Report tracking and submission to TMC Tech admin via BBS2 Other Assisting GM & Managers in Special Projects as required. Cross-company communications at all organizational levels to support department operations and problem resolution. Participating in PT Div. administrative staff support meetings; provide backup for other Department Assistants as required. Knowledge Capture/IT Systems - Assist in maintenance and occasional data storage/restructuring activities Requirements: This role requires the ADMIN to work Monday-Thursday in the office and Fridays from home Excel Testing is required. Candidate must score 80% or higher to qualify for the role 3+ years of general office/department support experience. Excellent verbal, written, interpersonal and customer service skills. Advanced knowledge of MS Teams, Excel, Outlook, Word, PowerPoint, and SharePoint. Knowledge/proficiency with SAP/Ariba is strongly preferred Strong accounting/financial background would be a plus Strong ability to work independently and collaborate with other team members

Reports to the Director. Serves as an administrative resource for all staff and managers during evenings, nights, holidays and weekends. Makes administrative decisions that directly affect patient care in various areas. Provides direction for problem-solving activities. Ensures that there is adequate functioning of the various departments within the hospital. Serves as a representative of the Nursing areas and acts as a liaison with other departments. Applies the nursing process utilizing Relationship Based Care framework. Establishes strong patient family relationships. Collaborates with other professional, clinical and ancillary staff in providing quality care to patients. Displays strong teamwork. Exhibits self-care and self-knowing in order to be empathetic and compassionate with every interaction. MISSION, VALUES and SERVICE GOALS MISSION: We deliver outstanding care, inspire health, and connect with heart. VALUES: Trust. Respect. Integrity. Compassion. SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team. Staffing Allocation/Nursing Activities Makes reductions or additions to scheduled personnel utilizing the required skill mix as identified by patient requirements. Communicates with nursing units to determine factors impacting staffing requirements when on rounds and as needed. Works collaboratively with charge nurses to make staffing adjustments reflecting sound rationale using unit-specific staffing requirements and budgeted care hours. Accurately documents all pertinent information regarding staffing allocation and unit volume on staffing summary sheet. Receives and documents call-ins of staff appropriately. Screens emergency telephone calls to nursing employees as necessary. Serves as resource to the charge nurse/shift coordinator and staff. Evaluates the work performance of staff and communicates to the Nurse Managers as appropriate. Leadership Promotes growth and development of staff through role-modeling the leadership role. Remains knowledgeable and up to date on hospital nursing policies and procedures and acts as resource to staff. Participates and encourages staff participation in in-service programs. Serves as resource to units in problem-resolution to issues arising with patients, personnel, etc. Communicates with managers and director's unit-specific or departmental issues. Attends Staff Meetings as scheduled. Completes mandatory skills validation yearly. Exhibits Relationship Based Care behaviors in every interaction. Patient Flow Coordination Receives calls from physicians, physician offices and units bed placement and places patients in appropriate bed. Accurately collects and faxes demographic information about patient as well as admitting diagnosis, patient type (IP, OP, OBS), bed type, attending physician name, MRSA, latex allergy and diabetes status. Visually evaluates patients for proper bed placement in the ED. Maintains list of open beds and updates frequently. Notifies receiving unit of patient information. Notifies transferring unit of assigned bed on receiving unit. Rounds to all nursing units throughout the day to assess open beds, discharges, delays in transfers and takes appropriate action to resolve issues. Keeps house supervisor informed of unit census and ADTs. Acts in Absence of Other Departments Intervenes and supports families as necessary when Case Management is not available. Serves as contact for the news media in absence of the hospital administration or Department of Marketing and Development. Assumes the role of Fire Marshall in Code Red in absence of the Safety Committee Member. Initiates the disaster alert and assumes charge of Central Control until hospital administrative person arrives. Coordinates emergency surgery during hours when the OR team is on-call. Communicates with news media, families, and other contacts regarding patients and conditions. Performs/Responsible for a Variety of Daily and Program Development for Comprehensive Joint Replacement by: Serves as an essential link between patient and all other care providers in the coordination of care. Facilitates changes in the plan of care, brokering necessary activities and services to enhance the patient experience, remove barriers to a quality and timely discharge while promoting the business performance of the program. (Service settings may include the hospital, home, acute rehab or SNF). Facilitates pre-surgery risk assessment with pre-admit and providers offices and evaluates risk factors for post procedure plan of care or discharge. Coordinates and standardizes patient education tools. Educates and reviews educational material with patient to ensure all data points are met and patient is able to demonstrate understanding. Works with essential departments for data collection, tracking and reporting outcomes supporting strategic planning goals. Adheres to established productivity standards. Networks to maintain positive working relationships as appropriate with key customers (physicians, surgical services, office managers, therapists, case managers, DME coordinators, nurses, diagnostic staff and other specialty care team members). Performs other functions to maintain personal competence and contributes to the overall effectiveness of the department by: * Completes other job-related duties and projects as assigned. ORGANIZATIONAL RESPONSIBILITIES Associate complies with the following organizational requirements: Attends and participates in department meetings and is accountable for all information shared. Completes mandatory education, annual competencies and department specific education within established timeframes. Completes annual employee health requirements within established timeframes. Maintains license/certification, registration in good standing throughout fiscal year. Direct patient care providers are required to maintain current BCLS (CPR), and other certifications as required by position/department. Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self. Adheres to regulatory agency requirements, survey process and compliance. Complies with established organization and department policies. Available to work overtime in addition to working additional or other shifts and schedules when required. Commitment to Beacon's six-point Operating System, referred to as The Beacon Way: Leverage innovation everywhere. Cultivate human talent. Embrace performance improvement. Build greatness through accountability. Use information to improve and advance. Communicate clearly and continuously. Education and Experience * The knowledge, skills, and abilities as indicated below are normally acquired through the following: The successful completion of an associate degree or Bachelor of Science in Nursing. After January 1, 2014, candidates are required to have or obtain a BSN within five (5) years of employment as a Registered Nurse or will have the option to become certified in their area of specialty. The certification must be maintained based off of accrediting body standards. Requires a valid Registered Nurse license for the State of Michigan. A minimum of two to five years of job-related experience is required. Two to three years as Staff Nurse, additional management experience as Charge Nurse, Shift Coordinator and/or Unit Manager is preferred. Must have or obtain Basic Cardiac Life Support (BCLS/CPR) within 90 days of hire. Must maintain current CPR, ACLS, NRP and PALS certifications. Serves as role model and leader for nursing staff. Knowledge & Skills Must be able to make quick decisions using good analytical skills of available information. Requires sound judgment and reasoning skills. This position requires a valid RN license for the state of Indiana. It also requires a working knowledge of policies and procedures of EGH and of legalities in nursing. Requires basic knowledge and understanding of principles of management. A clinical knowledge base. Exhibit sound nursing judgment and ability to assess the situation and make an appropriate decision. General working knowledge and familiarity with equipment operated by the general RN staff within the nursing division. Knowledge of computer, keyboard, CRT and printer. Working Conditions * Works in a hospital and patient care environment. Physical Demands * Requires the physical ability and stamina (i.e., to walk/stand for prolonged periods of time, push carts/wheelchairs up to 50 pounds, to position/lift patients at a maximum of 35 pounds unassisted, over 35 pounds requires assistance, provide CPR, etc.) to perform the essential functions of the position.

KLR Executive Search Group is pleased to partner with UC Funds, a dynamic and innovative boutique private equity real estate firm with offices in Miami, FL, and Boston, MA. UC Funds is a vertically integrated specialty finance company that originates, structures, underwrites, and manages commercial real estate investments across the United States. Its investment focus spans multifamily, retail, office, hotel, industrial/warehouse, adaptive reuse, and construction projects. As part of its succession planning, the firm is seeking to identify its next Chief Financial Officer in anticipation of a planned retirement. This position is based in Miami, FL, and requires five days a week. The CFO will be a key member of the Executive Leadership team, overseeing all financial operations across the organization. This role involves strategic financial planning, risk management, financial reporting, budgeting, and ensuring the Company's financial health and sustainability. This professional will work closely with the CEO and senior executives to drive business growth and profitability and ensure regulatory and industry standards compliance. Key Responsibilities include: Develop and implement financial strategies to support the Company's long-term goals and objectives. Oversee budgeting, forecasting, and financial modeling processes. Oversee financing activities, including debt and equity financing, and manage the Company's capital structure. Oversee and lead M&A activities, including financial due diligence, valuations, integration planning, and negotiations. The successful candidate will bring: A minimum of ten (10) years of progressive experience in finance, with at least five years in a senior leadership role, preferably as a CFO or VP of Finance. Real Estate experience is a must. Real Estate financing experience is strongly preferred. Strong understanding of financial modeling, budgeting, forecasting, and reporting. Experience managing a finance team and leading financial operations in a dynamic business environment. In-depth knowledge of financial regulations, tax laws, and corporate governance. Exceptional verbal and written communication skills, with the ability to present financial information to diverse audiences (e.g., Board members, investors, senior leadership). Communicate effectively with all cross-functional team members to deliver quality and build strong relationships. Bachelor's degree in Accounting, Finance, Business Administration, or a related field. MBA or other advanced degree is a plus. The salary range for this position is $250,000 - $300,000 and does not include benefits and bonus potential. Compensation is determined by a variety of factors including but not limited to the role, function, and associated responsibilities, as well as a candidate's work experience, education, knowledge, skills, and geographic location.

KLR Executive Search Group is conducting an exclusive search for a Lead Title Attorney to join a fast-growing commercial title and escrow organization. The firm was founded by professionals with deep experience in large, complex real estate transactions and is focused on delivering a more responsive, service-driven approach to closings. They handle multi-property and multi-state commercial deals across a range of asset types, and work with developers, private funds, family offices, and individual investors. As the company continues to expand, they're looking for a driven, entrepreneurial attorney who thrives in a fast-paced, client-focused environment. This role will sit on a hybrid, in-office basis out of the firm's Boca Raton, FL office. Position Overview: The Lead Title Attorney will serve as the primary legal and operational lead for the Company's title and escrow functions. This role oversees junior title attorneys, escrow officers, and closing personnel, ensuring all real estate transactions are executed with the highest level of client service, while reporting directly to Company Officers and providing updates to support timely, responsive, and client-focused title operations. Key Responsibilities: Lead title review and clearance for commercial transactions across multiple asset types and jurisdictions. Supervise junior title attorneys, title agents, escrow officers, and closing staff; ensure accurate status reporting. Develop and maintain title workflows, operational processes, and records management systems. Coordinate accurate and timely fund disbursement and insurer premium payments; serve as Title Agent of Record where designated. Partner with executive leadership to support growth initiatives and uphold a high-responsiveness, client-focused service culture. Qualifications: Active law license (preferred) and title agent license (or willingness to obtain); ability to obtain additional state licenses as needed. Minimum 4 years of commercial title insurance experience handling a variety of transactions, including multi-state and portfolio deals. Strong knowledge of title, escrow, and closing practices, with demonstrated leadership supervising attorneys and staff. Highly organized, energetic, and committed to delivering responsive, best-in-class client service.

Join a Company Where You Can Make a Real Impact - and Own a Piece of the Future Are you energized by the idea of helping a company grow smarter, serve our customers better, and connect more deeply? Do you thrive in an environment where your ideas matter, your voice is heard, and your work drives real results? If so, we'd love to meet you. We're a mid-sized, employee-owned company on a mission to create meaningful value for both our employees and our customers. That means we're not just looking for someone to fill a seat - we're looking for someone who wants to build, innovate, and evolve with us. Our company primarily serves the Navy and other Department of Defense clients, offering a dynamic environment where your expertise will make a difference. About the Role We're seeking a part-time, on-call boat captain to support our team in Panama City Beach, Florida Responsibilities Planning and executing maritime operations including support for U.S. Navy sea trials. Steer and operate vessels using radios, depth finders, lights, and buoys. Safely operate vessels in all weather conditions. Must be familiar with all marine, Federal Coast Guard, state, and local rules and regulations. Inspect vessel to ensure safe operations. Boat Maintenance and repairs as required. Communicate with others to coordinate material handling, rig tow lines, and vessel movement. Maintain records of operations details of vessel travel. U.S. Coast Guard Master License of 25 tons or greater. Two years of experience working with military small boats and watercraft. Experience in general boat maintenance a plus. Due to the sensitivity of customer-related requirements, U.S. Citizenship is required. Must be able to obtain and maintain a SECRET Department of Defense security clearance. Compensation for this position is $0-$0 per hour. (The offered rate will be based on the selected candidate's knowledge, skills, abilities, and/or experience and in consideration of internal parity.) About being a part of Team AVIAN As an employee-owner, you'll be a catalyst for progress - helping us find new opportunities with current or new customers, company efficiencies, streamline processes, and bring people and ideas together in smarter ways. Whether it's helping us optimize workflows, enhancing the employee experience, or delivering more impactful solutions to our customers, your inputs will have reach and relevance across the organization. Taking care of each other is a cornerstone of our AVIAN philosophy. Being part of the AVIAN team means being part of a team that takes pride in being expansive in our community because our impact doesn't stop in the workplace. We actively engage in community initiatives, empowering our employees to make a meaningful difference. You'll Succeed Here If You... See opportunities where others see routine Are curious, collaborative, and passionate about making things better Enjoy connecting dots across teams, tools, and tasks Believe in doing the right thing the right way - even when no one's watching Play an active role in our growth, using your ideas and initiative to shape how we work, serve, and succeed together Embrace a "one team" mindset knowing we are stronger together through trust, transparency and teamwork. Understand the power of ownership - and are excited to be part of an employee-owned culture Why Join Us? Employee Ownership: We're not just building a company - we're building a legacy. As an employee-owner, you'll share in our success and have a direct stake in our future. Real Growth: We're expanding, evolving, and exploring new ways to serve. Your contributions will shape our direction and help us grow stronger. Purpose-Driven Work: Every improvement you help make is one that adds value - not just for us, but for the people and missions we support. Culture of Collaboration: We're big enough to take on meaningful challenges, but small enough that everyone still knows your name. Comprehensive Benefits Package: Designed to support your health, financial security, and overall well-being, our health and wellness benefits include medical, dental, and vision coverage, along with telemedicine services and a TRICARE supplement for veterans. Flexible Leave Benefits: we prioritize a balanced, supportive environment that allows you to thrive both personally and professionally and offer flexible and paid time off, 11 paid holidays, paid sick leave, maternity and bonding leave, and military training leave. AVIAN is a service-based organization. As an equal opportunity employer, our policy of business is to seek the most qualified candidate for each talent opportunity without regard to race, creed, color, sex, age, religious belief, marital status, national origin, ancestry, sexual preference, physical or mental handicap, lawful political affiliation or veteran's status.

Continuous Improvement Specialist Direct Hire Pay: $90-100k Shift: 8am-5pm Continuous Improvement Specialist: Contributor of various disciplines who works as a change agent for operational excellence. Responsible to manage risk, set direction and lead the way to breakthrough improvement. Assist the operation in making paradigm shifts through continuous improvement activities. Responsible to encourage and stimulate management/employee thinking by posing new ways of doing things, challenge conventional wisdom by demonstrating successful application of new methodologies, seek out and pilot new tools, create innovative thinking. Requirements Continuous Improvement Specialist: Works with management to identify and establish project selection criteria with an emphasis on overall process and quality improvement. Develop and manage cross-functional teams and Continuous Improvement project leaders to meet project objectives. Monitors for the productivity of groups and individuals recommend changes where desirable. Provides leadership and support to the team. Leads long-term projects aimed at waste elimination/production efficiencies and establishment of Lean Manufacturing areas in conjunction with manufacturing sites. Subject matter may include plant floor layout, material-handling routes, service parts, and key future launches Facilitates continuous improvement project teams to continuously improve processes and give support to areas within the organization. Based upon management requests, leads employees through workshops designed to improve work processes to reduce cycle time, inventory, labor hours, scrap, etc. Creates and/or facilitates process design changes by integrating new systems and/or processes with existing ones. Provides guidance to Group Leaders and other project staff as needed to develop a team-based organization focused on project goals and objectives. Identify problems in a process, establish and manage projects within the process, evaluate the process and develop potential solutions to improve the process. Apply principles of statistical process control when appropriate. Identifies opportunities for common mistake proofing. Develop performance measurement tracking mechanism to support project objectives. Review management reports to ensure projects achieve stated goals and support business objectives. Able to take an organization to the upper/top performers. Position Requirements of the Continuous Improvement Specialist: Demonstrated strong communication skills to work with internal and external contacts at all levels within the organization. Able to represent the company in a professional manner with customers, internal Magna personnel and others including potentially suppliers. Strong negotiating and communication skills, both written and verbal. Must be able to work with peers in a positive, cooperative way and maintain productive relationships with key functional areas. Demonstrated leadership and management skills in support of company management systems and philosophies. Must be able to develop and lead a cohesive team. Demonstrated skills in using a variety of tools and the ability to teach these to others. Ability to make high impact gains quickly in a lead by example manner that builds successfully momentum and value, resulting in the ability to change and impact the plant culture toward true embracing and buy-in values and principles. Education and Experience of the Continuous Improvement Specialist: Bachelor's degree (or equivalent), and a minimum of 5 years' experience is required. Specific degree requirements will vary based on area supported but professional and managerial experience including management leadership, and strategic decision making/leadership in a manufacturing environment lean capacity will stand out and set a candidate apart. Six Sigma Certification or Equivalent. 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.

Wilmington, Delaware;Greenville, Delaware; Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational excellence + Builds relationships with clients to meet financial needs + Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Grows business knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Title: Vice President / Director / Managing Director (Depending on Experience) Location: Boca Raton, FL (Full Time / In Office) Real Estate Kayne Anderson Real Estate is a leading real estate investment firm, managing nearly $20 billion in assets across opportunistic equity, core equity, and real estate debt, with sector expertise in medical office, seniors housing, off‑campus student housing, multifamily housing, self‑storage, and light industrial. Kayne Anderson Real Estate is part of Kayne Anderson, an approximately $40 billion alternative investment management firm with more than 41 years of experience in the real estate, credit, infrastructure, and energy sectors. With more than 130 professionals, Kayne Anderson Real Estate has consistently demonstrated its ability to bring more to an opportunity than equity capital, enhancing a project's overall performance and quality by incorporating best practices and effective alternatives in the design, construction, documentation, financing, and operation of investments. The firm's entrepreneurial spirit and resilient culture, combined with a reputation for quick response, firm commitment, and timely execution, has solidified Kayne Anderson Real Estate's reputation and resulted in strong relationships with developers, owners, operators, financing sources, and other intermediaries. (As of October 2025) Position Overview We are seeking a highly skilled real estate debt investment professional to join our growing team. The new hire will play a leading role in sourcing, structuring, and managing real estate debt investments. In particular we are seeking a candidate who has experience in (i) purchasing non‑performing and sub‑performing loans, (ii) loan workouts, and (iii) direct high‑yield lending. This is a highly visible role with direct responsibility for investment strategy, deal execution, and portfolio management within the firm's expanding platform. General Position Responsibilities Lead the origination, underwriting, and structuring of debt investments across various real estate asset classes. Build and maintain relationships with borrowers, lenders, brokers, and other capital markets participants to source proprietary deal flow. Oversee financial modeling, investment analysis, and due diligence processes to evaluate new opportunities. Manage the execution of complex transactions, including negotiation of loan documents and closing processes. Monitor and manage portfolio performance, including risk management, asset surveillance, and value optimization strategies. Partner with senior leadership to shape investment strategy and capital deployment. Mentor junior team members, providing guidance on deal analysis, execution, and market insights. Qualifications 7+ years of experience in real estate debt investing, credit, or structured finance, ideally with a private equity, investment management, or real estate investment platform. Strong track record in sourcing and executing transactions. Deep knowledge of capital markets, real estate debt structures, and risk/return analysis. Proven ability to lead deal execution from origination through closing and asset management. Exceptional financial modeling, analytical, and negotiation skills. Established industry relationships with borrowers, lenders, and intermediaries. Strong leadership, communication, and presentation skills. Bachelor's degree in finance, real estate, or related field required; advanced degree or CFA/MBA a plus. Benefits Competitive medical, dental, and vision insurance Flexible spending accounts (dependent care, healthcare, limited purpose FSA) Accident and Critical Illness insurance Long Term Disability insurance Competitive 401(k) benefits Pet healthcare savings program Member's Only Healthcare - healthcare navigation WellHub - corporate wellness platform $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy) Rocket Lawyer legal benefits Reimbursement of professional society memberships and exam fees Up to $10,000 matching annually for contributions to qualified non-for-profit organizations Parental leave Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire. Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. #J-18808-Ljbffr

This position will be embedded within the Syndications team, providing credit expertise to support the origination, distribution and management of syndicated loan transactions in the USA. The role and will be responsible for analyzing and evaluating primary and secondary loan opportunities, preparing thorough credit assessments, and ensuring that transactions align with the bank's appetite and policies. This position requires strong analytical capabilities, market knowledge of syndicated loan is a plus, and the ability to coordinate closely with internal stakeholders and Credit Department Managers. Compliance with OFAC Regulations is the responsibility of ALL employees of the Bank. Employee is expected to be familiar with and have knowledge of the requirements of OFAC Regulations. DUTIES & RESPONSABILITIES: • Prepares credit analysis report for use by lending officers and the Bank's respective Credit Committees for their consideration to approve or deny credit facilities for corporate and institutional USA borrowers. In order to accomplish this function, the analyst: o Verifies that the required audit level for financial information submitted by the borrowers conforms to Bank's policy. o o Analyzes financial ratios derived from the spreading of the financial information. o Reviews the comparative spreads of borrower's and peer group's ratios and draws appropriate conclusions. o Runs and analyzes appropriate credit reference reports such Standard & Poors, Moody's, and Fitcho o Requests and reviews credit references from other available informational sources. o Prepares credit analyses reports by presenting facts, and offers reasoned opinions in respect to the credit condition of the borrower being reviewed. All of this work is conducted in a largely independent manner, with only occasional consultation and review by the Credit Department Manager. • Prepares industry study reports on the industries in which the Bank extends credit. Reviews the Bank's portfolio position in each industry being analyzed and assesses the overall risk position being incurred. • Provides clear assessment as to whether a proposed or existing loan is within established credit policy guidelines. • Maintains extensive communication with Lending Officers, and Credit Department Managers providing assistance on the preparation of new loans and renewals. • Assists the Credit Managers and Chief Credit Officer in training and supervising more junior credit analysts by showing them how to spread and analyze financial statements, prepare peer group comparisons, calculate and utilize financial ratios, understand and utilize cash flows, and evaluate all of the non-numerical aspects of evaluating credit risk. • Provides necessary support to Credit Managers, Credit Portfolio Managers, and Chief Credit Officer. DESIRABLE EXPERIENCE AND SKILLS: • Requires a Bachelor's degree, preferably with a business, finance major or related field. An advanced degree in business, finance, or economics is desirable. • A minimum of three - four years previous credit training and experience is required, preferably within syndicated loans, or corporate banking . • Requires strong knowledge and experience with word processing and spreadsheet software such as Microsoft Word and Excel. A high level of accuracy is important. • Work typically involves reading, large amounts of writing, and substantial arithmetical calculations. Requires the ability to conduct research, strong conceptual and analytical skills, and the ability to write and speak effectively. Strong time management and organizational skills, with the ability to prioritize and manage multiple transactions. • Fluency in both spoken and written Spanish is highly desirable. Work is typically sedentary and requires the ability to work using computer equipment for up to 95 percent of the workday. BSA COMPLIANCE I understand and acknowledge that, in addition to the duties outlined in this job description, I am also responsible for ensuring that my duties are performed in full compliance with all of the bank's Bank Secrecy Act, Anti-Money Laundering, and OFAC policies and procedures as well as related Federal Laws and Regulations. Furthermore, I understand that I must create and foster a culture of BSA, AML, and OFAC Compliance within the institution. Lastly, I agree to address any and all questions I may have about the Bank's BSA/AML/OFAC Program to the Bank's BSA Department. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to fingers, handle, or feel and talk or hear. The employee frequently is required to stand, walk, sit, and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. WORK ENVIROMENT The work environment characteristics described here are representative of those employees' encounters with performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock. The noise level in the work environment is usually moderate. Intercredit Bank is an equal opportunity employer.

Job Title: LNG Project Manager Type: Contract + (W-2 benefits, PTO, 401(k), paid holidays) Industry: Oil & Energy Travel: Up to 25% The Project Manager will lead and support capital projects across interstate natural gas transmission and liquefied natural gas (LNG) facilities. This role will manage projects ranging from small infrastructure modifications to large-scale FERC 7c regulated projects. Key Responsibilities Develop project design plans, schedules, cost estimates, and agreements for new facilities or modifications to existing facilities Lead and support capital projects from concept through commissioning/start-up, including oversight of contractors and consultants Manage project performance to meet budget and schedule goals Coordinate engineering, procurement, and construction planning with internal and external stakeholders Drive high-quality completion of engineering deliverables and equipment/material procurement Prepare requisitions for design services, materials/equipment, and construction; evaluate bids and proposals Administer and manage service agreements, design contracts, and construction contracts Coordinate with internal groups for land acquisition, permitting, and environmental clearances Represent the company and project team in public forums when needed Ensure accuracy of project as-built documentation Ensure compliance with applicable codes, laws, and company policies Qualifications Bachelor's degree in Engineering from an ABET-accredited program (preferred: Mechanical, Electrical, Civil, Chemical, or Petroleum/Natural Gas), or Bachelor's degree in Physics, Chemistry, Math, or Engineering Technology & a graduate degree in Engineering from an ABET-accredited program 5+ years of engineering design and construction experience in natural gas or a similar industry Ability to manage and support capital projects Experience with LNG engineering, construction, or operations Knowledge of DOT and PHMSA pipeline and LNG safety regulations Knowledge of NFPA and OSHA codes and standards Preferred Qualifications PE License or Engineering-in-Training (EIT) certification Project Management Professional (PMP) certification *We are unable to sponsor or transfer visas for this role, including student visas

Tampa, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************************************* **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. **Responsibilities:** + Recommends financial advice and guidance that align with client financial goals and needs + Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank + Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs + Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs + Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience **Required Qualifications:** + Has demonstrated experience and proven success with business-to-business sales and/or small business banking + Has strong communication skills with the ability to effectively influence clients + Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution + Has a proven sales track record + Can build productive partnerships and working relationships + Is experienced with outbound phone sales **Desired Qualifications:** + Experience with financial information, spreadsheets and financial skills + Experience with in-person customer service and sales + Experience working with small business clients + Experience meeting or exceeding goals + A working knowledge of small business products and services + Bilingual skills **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements + Credit and Risk Assessment + Pipeline Management + Referral Management + Attention to Detail + Collaboration + Issue Management + Prospecting + Relationship Building **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Provide world class service to external clients and assist with coordinating the efforts and workflow of the Client Centric Teams while providing high-level support, comprehensive, pro-active service to external clients, business development team and managing director to further retention and growth of the market's client base. Maintain a positive image of Greenleaf Trust throughout the community. Individuals are responsible for daily independent decisions related to servicing and managing both internal and external client relationships. YOUR ROLE IN SERVING OUR CLIENTS AND ASSISTING DIVISIONS INCLUDES: Reception Area and Client Care * Ownership of all reception responsibilities, including phone coverage, to ensure reception area runs smoothly and calls are handled timely * Assist with coordination of reception coverage with other Client Service Representatives and Forward Phones team for breaks, lunch, appointments and vacations * Ensure every call is handled in a courteous and professional manner * Responsible for directing inquiries accordingly * Plan for accommodations for scheduled guests (water, coffee, coats, parking etc.) * Greet guests and determine nature and purpose of visit * Ensure front desk premises are kept clean and organized at all times * Assist with safekeeping of information for team use and update it regularly (contact information, front desk procedures, etc.) * Comply with all company policies, procedures and guidelines as they relate to call handling, client service standards and guest relations * Actively support marketing events and mailings * Perform effectively and positively in times of high volume and traffic flow * Sort, scan and process mail; coordinate USPS and UPS delivery/pickup * General administrative support for the organization as needed Security/Office Maintenance * Collaborate with security personnel to ensure guests/vendors/maintenance workers have guest passes * Ensure maintenance of the building, intercoms, doors and security cameras, notifying the appropriate personnel in the event of a malfunction Office Coordination/Management * Office and kitchen supply ordering and management * Maintain overall office organization by stocking supplies and keeping workrooms and common areas clean and orderly * Manage and monitor client parking by ensuring appropriate parking is available and paid * Coordinate GR-based employee monthly parking across various venues and vendors * Handle both confidential and non-routine information while providing administrative duties in support of the Client Centric Team, Family Office Team, and Managing Director * Provide general, and administrative support ("back-up") for any appropriate position or function within Greenleaf Trust * Maintain appropriate communication with all team members * Assist with organizing department activities for all members while maintaining the Greenleaf Trust culture in each event and interaction * Participate as an impactful member of assigned workgroups and projects as assigned DEI COMMITMENT Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself, and the communities in which we serve. We continue to seek opportunities to give back and serve, work to ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold the same expectations. SECURITY RESPONSIBILITIES Employees are required to comply with all information and physical security policies and procedures. Recurring training in information and physical security policies will be provided throughout your period of employment. Participation in the training is required. Refer to the Personnel Information Security Guide and the Information Security Policy Manual for further guidance on information security responsibilities and expectations. MINIMUM EDUCATION / EXPERIENCE REQUIRED * Bachelor's Degree preferred, and a minimum of three years of professional office experience delivering consistent and positive first impressions or equivalent education and experience. Financial services experience preferred, but not required. TALENTS, KNOWLEDGE, SKILLS, AND ABILITIES * Positive, outgoing personality * Strong work ethic and team orientation * Excellent interpersonal skills ("people skills") * Strong verbal and written communication skills * Proficient with MS Office Suite * Experience with Client Relationship Management software * Ability to work and problem-solve independently * Proactive, conscientious and reliable * Assertive yet flexible * Proven analytical skills * Motivated, conscientious and reliable * Committed to "top-of-the-line" client service standards * Organized with keen attention to detail * Ability to prioritize and multi-task * Patient, confidential, honest, ethical and positive EQUIPMENT USED * Computer * Various copiers, printers, and scanners * Multi-line phone * Postage Meter * Kitchen Appliances * Audio Visual Equipment * Smart Phone SYSTEM APPLICATIONS USED * Office 365 * Keeper Password Manager * Salesforce * Teams CONTACTS * All Greenleaf Trust Team Members * Third Party Vendors * Clients * Prospective Clients PHYSICAL REQUIREMENTS * This position requires a significant amount of time sitting and working on a computer, sitting in meetings and/or talking on a telephone. * Dexterity of hands and fingers to operate a computer and office equipment * Bending at the waist, reaching overhead, above the shoulders and horizontally to retrieve files and supplies * Ability to answer the phone, visually monitor security cameras and verbally greet clients * Light lifting WORK ENVIRONMENT Normal office environment, subject to constant interruptions, that is well lit, properly ventilated and handicap accessible. OTHER * Regular, in-person attendance in the Grand Rapids, Michigan office is required. * Our normal operating hours are Monday through Friday from 8:15 a.m. to 5:00 p.m.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's Latin America Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities and skills Six plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Latin America North Market Spanish fluency oral and written required Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Bachelor's Degree required #J-18808-Ljbffr

Full time. 40 hours a week. 3 am start time. Can work 8 or 10 hour shifts. Weekends and holidays per unit rotation. Perform a variety of specimen collection techniques from patients. Additional duties specific to a location may include: reception, data entry, collection of billing information, specimen processing and client and customer service duties. MISSION, VALUES and SERVICE GOALS MISSION: We deliver outstanding care, inspire health, and connect with heart. VALUES: Trust. Respect. Integrity. Compassion. SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team. ORGANIZATIONAL RESPONSIBILITIES Associate complies with the following organizational requirements: Attends and participates in department meetings and is accountable for all information shared. Completes mandatory education, annual competencies and department specific education within established timeframes. Completes annual employee health requirements within established timeframes. Maintains license/certification, registration in good standing throughout fiscal year. Direct patient care providers are required to maintain current BCLS (CPR) and other certifications as required by position/department. Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self. Adheres to regulatory agency requirements, survey process and compliance. Complies with established organization and department policies. Available to work overtime in addition to working additional or other shifts and schedules when required. Commitment to Beacon's six-point Operating System, referred to as The Beacon Way: Leverage innovation everywhere. Cultivate human talent. Embrace performance improvement. Build greatness through accountability. Use information to improve and advance. Communicate clearly and continuously. Skill Requirements * Administrative: Answer telephones, maintain logs/records, organizational skills, proficiency with numbers, research information, time management, train employees, use computerized databases, written and verbal communications. * Machine: Personal computer. Physical Demands: Speech clarity, utilization of fingers and hands, standing-remaining on one's feet in an upright position, sitting-remaining in the normal seated position, handling-seizing, holding, grasping. Moderate physical effort (up to 30 pounds); must comply with applicable safety procedures. Working Conditions: Possible exposure to infection from disease-bearing specimens; regularly exposed to the risk of blood-borne diseases; must comply with applicable safety procedures. Vision Requirements: Far acuity-ability to see clearly at 20 feet or more; near acuity-ability to see clearly at 20 inches or less; depth perception-ability to judge distance and space relationships; color vision-ability to distinguish and identify different colors. License/Certification/Education: Requires a High School Diploma or equivalent. Meet all state & local requirements for Phlebotomy. Normally requires a Valid Driver's License along with a clean driving record. Additional Information A year of phlebotomy experience preferred.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Financial Analyst Intern role will play a key part in shaping the company's growth by supporting the B to C side of the business dealing with the homeowner app, virtual power plants, and third-party ownership consumer finance products. Essential Job Duties and Responsibilities: * Financial Modeling, Analysis & Pricing Development: Maintain, refine and develop financial models to analyze the profitability of new and existing consumer finance products. * Cost Optimization & Efficiency: Collaborate with FP&A to identify areas for cost reduction and operational improvements across all consumer finance products, focusing on enhancing product margins and driving financial efficiency. * Performance Tracking: Partner with technology to develop insightful dashboards and reports that can accurately track key performance indicators * Industry Research: Conduct market and industry research to identify trends, risks and opportunities that may impact consumer finance products and overall strategy. * Presentations, Reporting & Recommendations: Prepare high quality presentations and reports for senior executives and board members, providing actionable recommendations on pricing, profitability and new potential product lines. Required Skills, Knowledge and Abilities: * Bachelor's degree in finance, economics, business, mathematics or a related field (MBA, CFA or CPA is a plus). * Minimum GPA requirement: 3.0 GPA if applying as a recent grad * 0-4 years of experience in finance, accounting, consulting or a similar role. * Strong analytical skills with the ability to work with large datasets and draw meaningful insights. * Advanced proficiency in Microsoft Excel (financial modeling) and PowerPoint. * Ability to synthesize complex information into clear, concise recommendations. * Experience with financial forecasting, budgeting, and financial planning. * Excellent written and verbal communication skills. * Strong problem-solving skills with a proactive approach to challenges. Compensation: $20 - $25/hour Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

TAS Director - Financial Due Diligence page is loaded## TAS Director - Financial Due Diligencelocations: Miami: Fort Lauderdale: Tampatime type: Full timeposted on: Posted Todayjob requisition id: JR116856We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.RSM is looking for a Director to join our Financial Due Diligence team within our Transaction Advisory Services (TAS) practice. In this dynamic role, you will work with our nationally award-winning Mergers and Acquisitions (M&A) Advisory practice servicing both corporate and private equity clients. Our wholistic M&A group services include assisting our clients with readiness and diligence services pre-close all the way through transaction integration and execution. Our Transaction Advisory Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.**Responsibilities:*** TAS Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers.* Develop and deliver quality planning approaches with timely and responsive services and work products that meet and/or exceed client expectations.* Utilize proven business development skills to build upon transaction advisory services work.* Identify business opportunities and enhance go-to-market strategies.* Lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach staff.**Required Qualifications:*** A bachelor's degree, ideally with a major in accounting or finance* Approximately 10 years of related work experience: with at least 5 years experience in financial due diligence* Successful track record of building and growing a Transaction Advisory Service Practice* Big Four or similar consulting background* Experience servicing private equity groups (PEG)* Experience with developing and supervising staff both on engagements and in their career* Demonstrates thorough knowledge and/or a proven track record of success with operating in a professional services firm or large consultancy At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please for additional information.At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $151,200 - $304,200Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr