Post job

Guild Mortgage jobs - 96,179 jobs

  • Loan Officer

    Guild Mortgage 4.3company rating

    Guild Mortgage job in Tumwater, WA

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loan Officer plays an important role in the organization by performing a variety of activities directly related to the company's Production functions. The role is primarily responsible, under moderate supervision, for providing quality relations with borrowers through completing the origination processing of application, loan disclosure, review files for adherence to underwriting standards, ensuring completeness of submission to processing. Contacts borrowers to collect necessary documentation and act as a liaison between origination staff, underwriters and customers. Essential Functions Obtain an accurate and thorough 1003. Collect supporting documentation from borrower: 30-day paystubs 2 years tax returns Last 2 years W2's Award letters, disability, trust income, etc. LOE for Gaps in jobs At initial contact with borrower provide needs list and complete application 2 months bank statements Obtain executed disclosures within regulations time frame. Obtain accurate AUS findings. Analyze credit report and financial scenario, determining appropriate loan product(s). Determine (price) a profitable loan and communicate fees to ops team. Submit a complete loan package to processing. Note: Processing will not proceed without a complete loan file: Complete application, signed disclosures, at least 80% of what is required to obtain an UW approval. Lock in rate. Review CD to ensure fees and cash at closing are consistent with commitment to Customer: Issue Lender Credit if needed If loan out of balance, work with processor & branch manager to request subsidy Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process. Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing. Coordinate, create, track and distribute marketing materials. Manage client and referral partner databases. Answer customer inquiries involving rates, products and loan application status to ensure quality customer service. Perform any other reasonable duties required by Guild Mortgage Company or Managing Loan Officer. Qualifications High school diploma or equivalent required. At least two years of experience in Mortgage lending or related field. Active NMLS License. Ability to manage multiple priorities, strong detail orientation and highly organized. Works with a strong sense of urgency and responsiveness. Passionate about delivering excellence in customer service. Demonstrated patience and professionalism when interacting with both internal and external customers. Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required. Strong verbal and written communication skills. Supervision Intermittent to low supervision required, depending on experience Apply sound judgment in execution of core job responsibilities Travel: 0% Requirements Physical: Work is primarily sedentary; mobility in an office setting. Manual Dexterity: Frequent use of computer keyboard and mouse. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Environmental: Office environment - no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Guild Mortgage Company is an Equal Opportunity Employer. This position offers eligibility for incentive compensation. Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
    $39k-53k yearly est. 60d+ ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • US Corporate Tax Leader | Team & Client Mentor

    Escalon Services Inc. 4.1company rating

    Palo Alto, CA job

    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. 5d ago
  • Real Estate Program Manager - Data Center Development

    Provident 4.5company rating

    Dallas, TX job

    🕒 Employment Type: Full-Time | In-Office We're seeking an ambitious and execution-driven Real Estate Development Program Manager to manage the front-end development of ground-up hyperscale data centers across the United States. In this role, you will play a crucial role in the development and delivery of the company's data center portfolio by sourcing new opportunities, analyzing the suitability of data center sites, and managing land acquisitions by working with external stakeholders such as landowners, communities, and utility providers. This role will also facilitate the negotiation of land purchases through the drafting and execution of purchase and sale agreements, and lead the completion of key site due diligence and pre-development activities. Key Responsibilities Analyzes feasibility of proposed projects in various markets; prepares market studies when necessary. Managing land development and acquisition tasks, including site due diligence, regulatory approval process, permitting, surveying, and land use entitlements for all data center projects across multiple regions. Executing and manage real estate acquisition agreements (e.g. LOIs and PSAs), and draft project memos and execution plans Defining project scope, goals, and deliverables in collaboration with stakeholders. Developing detailed project plans, including timelines, resource allocation, and risk assessments. Managing project schedules, budgets, and resources to ensure projects are delivered on time and within budget. Monitoring project progress, identifying potential issues, and implementing corrective actions. Managing internal tracking of all development financials, including budgets, costs, and change orders. Partner with internal teams on capacity planning, infrastructure design, and operational readiness. Align development timelines with business growth forecasts and global expansion strategies. Develop and manage project budgets, forecasts, and capital expenditure plans. Identify and mitigate risks related to land use, construction delays, and regulatory hurdles. Qualifications Bachelor's degree in Real Estate, Civil Engineering, Architecture, or related field. 3-5+ years of experience in commercial real estate land acquisition and development, ideally with a focus on large-scale or hyperscale data centers or mission-critical facilities. Civil engineering background or experience collaborating closely with civil engineers is a strong plus, especially for candidates who can bring technical insight to site evaluation, infrastructure planning, and development feasibility. Proven track record of real estate development, including project management or support of due diligence and entitlements on multiple sites, and an understanding of cost, timeline, and contracts for large land transactions and development projects. Understanding of site development milestones, land use and zoning approvals. Experience negotiating other agreements critical to data center operation (e.g., water, sewer, incentives and development agreements). Comfort working with and developing strong relationships with external stakeholders such as sellers, economic development contacts (municipal, county, state, and NGOs), utilities providers and SMEs / consultants. Core Skills & Competencies Entrepreneurial mindset and a results-driven approach. A “big-picture” person with strong analytical and problem-solving skills. Comfortable with ambiguity, the ability to quickly adapt to changes, and navigate complex situations. Excellent written and verbal communication skills, with the ability to present effectively to investors, partners, and public stakeholders. Ability to work independently, managing multiple high-priority projects simultaneously. Relentless drive for mastering the craft, demonstrating a curiosity and commitment to deepening expertise in industrial real estate development.
    $64k-92k yearly est. 1d ago
  • Head of Enterprise Risk

    Cambridge Associates LLC 4.8company rating

    Boston, MA job

    Head of Enterprise Risk page is loaded## Head of Enterprise Riskremote type: Hybridlocations: Bostontime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR0000036**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe. We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk directs CA's risk management strategy, leading a team of risk professionals to deliver on that strategy. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.**Job Description:****Duties and Responsibilities**· Set the direction and the pace for the implementation of risk management framework, processes and practices across CA, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored· Lead and manage the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness· Provide quarterly Enterprise Risk Reports to firm Management and to the Audit and Risk Committee· Serve as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with the responsibility for recommending remediation, further assessment of functions/process areas, and escalation of risks to Management for resolution and/or further discussion.· Partner with the Chief Compliance Officer as the ‘second line of defense', to identify and escalate risks as appropriate, and to guide the business to report, mitigate and monitor risks, and to report issues, risk events and errors in accordance with firm procedures· Align with our business-line risk professional to identify and optimize risks that could enhance our competitive business advantage, and to develop mitigation strategies to address risks that could impact our strategy and our ability to function in compliance with regulations· Partner with business leaders across our client facing business units and our support functions to drive change through the implementation of risk mitigation strategies· Support the regional and functional risk committees· Drive the implementation of our GRC (Governance, Risk and Compliance) tool in support of proactive risk management and ongoing visibility, monitoring and assessment of risks across all aspects of our business· Manage the Enterprise Risk Plan, assuring that resources are deployed accordingly and that the plan aligns with the top risk areas as identified through business area risk workshops and risk assessments· Maintain the Risk Taxonomy for the firm, driving a common risk language and a common understanding of both ongoing and emerging risks accordingly· Maintain the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, assuring that updates are made as needed and in a timely manner· Provide subject matter expertise and manage the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to effectively measure business unit objectives* Collaborate with Compliance, Internal Audit and Error Reporting functions to mature the risk culture at CA and to identify risks to our clients, our firm strategy and to our colleagues, recommending mitigations that are actionable and measurable**Qualifications**· Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm· Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework· Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting· Broad-based operational perspective and understanding of the processes and controls of an investment management firm· Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners· Deep understanding of global investment management regulatory environment· Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly· Ability to interact with and build relationships with colleagues at all levels of the organization, focusing on collaboration to achieve results in support of firm strategy and goals; including communicating with executive- and Board-level stakeholders.· Bachelor's degree required, advanced degree desirable Base salary range for this role:Pay Range Minimum:177300Pay Range Maximum:241100In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. #J-18808-Ljbffr
    $161k-210k yearly est. 4d ago
  • Sr. Desk Property Adjuster (Hybrid)

    USAA 4.7company rating

    Remote or Colorado Springs, CO job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Senior Property Adjuster, you will work within defined guidelines and framework, investigate, evaluate, negotiate and settle complex property insurance claims presented by or against our members. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members' life events, as appropriate. This hybrid role requires an individual to be in the office 3 days per week. Typical work schedules are 9:00 am - 5:30 pm (local time) Monday to Friday and may include some weekends. This position can be based in the Colorado Springs, CO office. Relocation assistance is not available for this position. The Inside Sr. Property Adjuster role is a call center environment with a high volume of calls. This is an hourly, non-exempt position with paid overtime available. Tasks: Proactively manage assigned claims caseload comprised of claims with moderate complexity damages that require commensurate knowledge and understanding of claims coverage. Partner with vendors and internal business partners to facilitate moderate complexity claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigate claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identify coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing investigation information involving moderate complexity policy terms and contingencies. Determine and negotiates moderate complexity claims settlement. Develops recommendations and collaborates with management for determining settlement amounts outside of authority limits and accurately manages claims outcomes. Maintain accurate, thorough, and current claim file documentation throughout the claims process. Apply proficient knowledge of estimating technology platforms and virtual inspection tools; Utilizes platforms and tools to prepare claims estimates to manage moderate complexity property insurance claims. Apply working knowledge of industry standards of inspection, damage mitigation and restoration techniques. Serve as an informal resource for team members. Recognize and addresses jurisdictional challenges such as applicable legislation and construction considerations. Support workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Work various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 2 years relevant property adjusting and/or claims adjusting experience handling moderately complex claims or construction related industry/insurance experience. Developing knowledge of residential construction. Working knowledge of estimating losses using Xactimate or similar tools and platforms. Demonstrated negotiation, investigation, communication, and conflict resolution skills. Working knowledge of property claims contracts and interpretation of case law and state laws and regulations. Proficient in prioritizing and multi-tasking, including navigating through multiple business applications. May need to travel up to 50% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: Experience desk adjusting property claims involving Dwelling, Other Structures, Loss of Use, and Contents using virtual technologies (Hosta, Hover, Xactimate, ClaimsX) Experience handling large loss complex claims (i.e., water, vandalism, malicious mischief, foreclosures, earth movement, appraisal, collapse, etc.) Experience handling water loss claims including water mitigation, water loss estimating and reconciliation Experience with full file ownership Insurance industry designations such as AINS, CPCU, AIC, SCLA (or actively pursuing) Xactimate Level 1 and/or Level 2 certification Experience in a call center environment Currently hold an active Adjuster License Bachelor's degree US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $63,590 - $117,990. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $63.6k-118k yearly Auto-Apply 3d ago
  • Attorney - Intellectual Property

    Grayrobinson, P.A 4.5company rating

    Miami, FL job

    GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues. Candidates must be admitted to the Florida Bar or willing to seek admission in the 12 months following date of employment. Must have litigation experience, excellent analytical, research, and writing skills. Additional skills include the ability to successfully work on multiple projects simultaneously and autonomously, with keen attention to detail. Familiarity with e-discovery and e-discovery programs a plus. International experience and foreign language skill also a plus but not necessary. We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer. Please click here to submit your cover letter and resume and apply. #J-18808-Ljbffr
    $52k-95k yearly est. 5d ago
  • Senior Capital Markets & Credit Analytics Lead

    Goodleap, LLC 4.6company rating

    San Francisco, CA job

    A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth. #J-18808-Ljbffr
    $105k-140k yearly 1d ago
  • Senior Field Engineer

    Circle Internet Services Inc. 4.5company rating

    San Francisco, CA job

    We prioritize the health and wellbeing of our employees through our comprehensive benefit package, including generous paid time off to rest and recharge, holistic mental health support, and benefits covering employees up to 100%. Growth At CircleCI, employees have ample opportunity to learn new skills, including project-based learning and presentations from our colleagues. Your continued professional development is important to us because it's important to you. Flexibility What does it mean to work at CircleCI? For us, flexibility is key. As aSenior Field Engineer at CircleCI you will be the customer's trusted technical advisor throughout the sales and retention lifecycle. You'll provide hands‑on advice for cloud‑based and single‑tenant deployment and product guidance with CircleCI's largest prospects and customers. You will serve as the technical expert and owner of deal validation strategy, collaborating with account executives and success managers to identify customer business goals, needs, and pains and showing how CircleCI can address them. What You'll Do Lead the technical implementation and day‑to‑day management of CircleCI Demonstrations and proof‑of‑concepts. Demonstrate the technical feasibility, integrated into our customer's technology stack, ensuring early customer success and a long‑term business relationship. Serve as a technical advisor and subject matter expert for customers, offering guidance on product implementation, adoption, and best practices. Conduct in‑depth analysis of customer use cases, identify opportunities for product optimization, and provide feedback to internal teams for improvements. Support strategic planning conversations with customer executives; connecting software delivery challenges with corporate objectives, articulating their full business impact. Lead technical discussions with enterprise clients, addressing complex issues, customizations, and integrations to meet customer‑specific requirements. Develop and deliver technical training sessions, workshops, and documentation to empower customers to maximize the value of CircleCI products. Stay up‑to‑date on industry trends, product updates, and emerging technologies to continuously enhance your technical knowledge and customer support capabilities. What We're Looking For 5‑10 years experience as an engineer in the application development, devops, or CI/CD space. Extensive experience with solutions selling in a technical customer‑facing role, such as Sales Engineer, Solutions Engineer, Customer Success Engineer, or similar position, preferably in a SaaS or software development environment. Strong proficiency in CI/CD concepts, DevOps practices, software configuration, and scripting languages like Python, Shell, etc. Knowledge of Docker or Linux containers in general. Outstanding presentation skills. You feel comfortable leading presentations and demos of our platform to groups, both technical and non‑technical, in‑person and virtually. Proven track record of engaging with enterprise clients, understanding their technical requirements, and delivering solutions that drive customer success. Ability to work collaboratively with cross‑functional teams, Sales, Product, and Engineering, to advocate for customer needs and provide valuable insights for product enhancement. Ideal Candidates might also have: Experience developing mobile applications across iOS and Android devices. Strong ops/infrastructure knowledge, especially networking and security. About CircleCI CircleCI is the world's largest shared continuous integration/continuous delivery (CI/CD) platform, and the hub where code moves from idea to delivery. As one of the most‑used DevOps tools-processing more than 1 million builds a day-CircleCI has unique access to data on how engineering teams work, and how their code runs. Companies like Spotify, Coinbase, and BuzzFeed use us to improve engineering team productivity, release better products, and get to market faster. Founded in 2011 and headquartered in downtown San Francisco with a global remote workforce, CircleCI is venture‑backed by Base10, Greenspring Associates, Eleven Prime, IVP, Sapphire Ventures, Top Tier Capital Partners, Baseline Ventures, Threshold Ventures, Scale Venture Partners, Owl Rock Capital, Next Equity Partners, Heavybit and Harrison Metal Capital. United States Base Pay Range $153,000 - $191,000 USD We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. CircleCI is an Equal Opportunity and affirmative action employer. We do not discriminate based upon race, religion, color, national origin, sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, or status as an individual with a disability. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. #J-18808-Ljbffr
    $153k-191k yearly 3d ago
  • Treasurer

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA job

    An Official website of the Commonwealth of Massachusetts Reporting to the Chief Financial Officer (CFO), the Treasurer is a senior member of the Finance Department. This role involves a high degree of responsibility and the opportunity to make a meaningful impact, with accuracy being essential due to the role's financial significance. The Treasurer is responsible for all MSBA funds and investments, managing cash and investment activities, banking relationships, and cash flows in a fiscally prudent manner and in accordance with applicable state laws and MSBA policies. The Treasurer reports on MSBA cash and investment balances, debt, receipts and disbursement of funds and manages the MSBA's debt portfolio including overseeing the issuance of new debt and realizing debt savings by optimizing refunding opportunities. Qualifications Manage and oversee weekly processing of all MSBA financial obligations, including approximately $1B in annual grant payments to districts. Receive, record, and report monthly sales tax revenues. Monitor cash activity to ensure timely processing and accurate recording in the accounting system. Prepare, update, and report on grant payments and capital pipeline funding to support budgeting, borrowing schedules, and investment planning. Prepare wire instructions for payroll, OPEB funding, and other transfers as directed. Implement, review, and update internal control policies and procedures. Conduct periodic review of general ledger accounts, ensuring accuracy and completeness; collaborate with Finance to resolve variances. Debt Management Manage and report all debt activities, including negotiating borrowings, preparing documentation and notes, and reporting results to the Board; ensure compliance with disclosure requirements. Manage the MSBA debt portfolio and ensure adequate debt service coverage pursuant to bond indentures. Monitor primary and secondary market activity for MSBA-issued securities. Maintain and update debt portfolio; analyze and recommend refunding or defeasance opportunities for cost savings. Review and update the MSBA Debt Management Policy. Manage monthly revenue set-asides, transfers, and payments with the bond trustee in accordance with the trust agreement. In partnership with the CFO, support development of annual and long-term financing plans, collaborating with bond counsel, investment banks, advisors, investors, and rating agencies. Develop and maintain financial models to support recommendations on short- and long-term financing needs. Banking & Investment Management Serve as primary point of contact for MSBA commercial banking relationships; manage account activity and reporting requirements. Invest funds to protect principal, maximize income, and maintain liquidity. Ensure proper protection and custody of funds, securities, and financial instruments in accordance with state finance laws and MSBA Investment Management Policy. Review and update the MSBA Investment Management Policy. Maintain custody of MSBA OPEB trust funds, invest in accordance with trust agreement, and prepare quarterly investment performance reports for the OPEB Trust Committee. Other Duties Maintain and manage MSBA financial contracts (investment advisors, financial advisors, disclosure counsel); prepare bid documents or renewal agreements as needed. Attend and present at MSBA Board meetings, investor meetings, credit agency presentations, and other meetings as required. Perform other duties as assigned. Supervisory Responsibilities Supervise the Assistant Financial Analyst, including recruitment, onboarding, and training. Lead and manage employee performance: set expectations, monitor progress, coach, and ensure compliance with MSBA policies and standards. Required Education, Experience & Skills Bachelor's degree in finance, accounting, economics, or a related field. Minimum 10 years of progressively responsible experience in treasury, public finance, or financial management (government or public sector preferred). 5+ years supervisory experience. Strong knowledge of government finance, public fund investment, and debt issuance. Demonstrated experience issuing municipal debt, including preparation of required documents and presentations. Experience with debt management software and accounting systems. Proficiency in Microsoft Office (Excel, Word, Access, PowerPoint, Outlook); advanced Excel skills required. Strong verbal and written communication skills. Proven success training and managing employees. Ability to work independently and in a team environment. Ability and willingness to travel occasionally and maintain strict confidentiality. Preferred Qualifications Master's degree or professional certification (CPA, CTP, CFA). Experience working with Massachusetts quasi-public agencies or authorities. Knowledge of Massachusetts state and municipal finance laws. Official Title : Treasurer Primary Location Job Construction Agency Mass School Building Authority Schedule Full-time Shift Day Job Posting Oct 31, 2025, 3:52:23 PM Number of Openings 1 Salary 114,821.00 - 129,174.00 Yearly If you have Diversity, Affimative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator : Stacy Patino - ********** Potentially Eligible for a Hybrid Work Schedule : Yes #J-18808-Ljbffr
    $129k-195k yearly est. 2d ago
  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr
    $155k-236k yearly est. 2d ago
  • Mortgage Training and Policy Associate

    Capcenter 4.2company rating

    Richmond, VA job

    At CapCenter, our mission is to simplify the homebuying experience for our clients. We are seeking detail-oriented, results-driven individuals to join our team and guide our clients through one of life's most meaningful milestones - homeownership. Job Overview: CapCenter is seeking a Mortgage Training & Policy Associate to ensure new and existing mortgage production team members are equipped with the knowledge and skills needed to deliver exceptional customer service. This role partners closely with Mortgage Production and Compliance leadership to develop, enhance, and deliver training for both new hires and current team members. The ideal candidate is highly organized, collaborative, and adept at translating regulatory requirements into clear, practical, and user-friendly learning resources. Key Responsibilities: Lead and support training initiatives for the mortgage production team, including delivery of select training sessions and ongoing program improvements. Partner with Mortgage Production and Compliance leaders to identify training needs and support effective rollout of policy and process changes. Manage and administer the learning management system (LMS), including course assignments, tracking, and reporting. Develop and maintain training materials, job aids, and reference resources based on company policies, procedures, and regulatory requirements. Support change management by documenting updates, communicating changes, and reinforcing adoption across the production team. Qualifications: · Bachelor's degree in finance, business, communications, teaching or other related field preferred. · Experience in mortgage underwriting, operations, training, and/or compliance. · Exceptional written and verbal communication and presentation skills. · Engaging and dynamic personality with the ability to motivate and inspire a team. We offer a competitive compensation package to include base salary, medical, dental and life insurance benefits, 401K, and paid vacation. We do not discriminate against applicants/employees on any protected basis and are an Equal Opportunity Employer: Veteran/Disability.
    $51k-80k yearly est. 4d ago
  • Technical Documentation Specialist

    Source One Technical Solutions 4.3company rating

    Fort Worth, TX job

    Top 3 must-have skill sets: Excellent written and verbal communication in English. Proficient in Microsoft Office suite. Prior experience with SAP is a plus. MBR Preparation & Scanning Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed). Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality. Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness. Records Control & Retrieval Manage secure storage and access permissions for scanned and physical MBRs. Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs Track requests, turnaround times, and document issuance/return to maintain chain-of-custody. Compliance & Data Integrity Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times. Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability. Support audits/inspections by preparing document packs, access lists, and evidence of control. Physical & Inventory Controls Maintain organized physical archives; perform periodic inventory and reconciliation of records. Required Qualifications: High school diploma or equivalent; some college or vocational training preferred. 1-3 years of experience in document control, records management, or manufacturing operations. Familiarity with GxP/GDP and SOP-driven environments. Proficiency with scanners and document management systems Strong attention to detail, accuracy, and time management
    $26k-36k yearly est. 3d ago
  • Massachusetts Inclusive Post Secondary Enrollment Initiative (MAIPSE) Director

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA job

    Massachusetts Inclusive Post Secondary Enrollment Initiative (MAIPSE) Director (2600004D) The Education Secretariat is committed to equity and valuing the unique and diverse characteristics and experiences of every member of its workforce. We encourage an authentic workplace where colleagues show up as their full selves, where collaboration, innovation, and connections are key to realizing our mission that all children, youth, and families thrive socially, academically, and economically. We seek teammates who are committed to promoting a diverse and inclusive work environment, where everyone is valued and engaged. We encourage you to apply and identify your strengths in these areas. Massachusetts Public Higher Education System The Massachusetts System of Public Higher Education (“System”) enrolls approximately 260,000 students in credit-bearing programs annually. The System consists of 15 community colleges, 9 state universities, and 5 University of Massachusetts (“UMass”) campuses. The Board of Higher Education (BHE) has coordination and oversight responsibilities for the entire System, and the BHE, together with each respective Board of Trustees, expects all students, faculty, and staff to be held to exacting standards in the performance of their roles and responsibilities. The Massachusetts Board of Higher Education (“Board” or “BHE”) is the Commonwealth's higher education authority with coordinating and regulatory responsibility for all public and private higher education institutions operating in the Commonwealth that are authorized to grant degrees. The BHE is staffed by the Department of Higher Education (DHE), which is run by a Commissioner who serves as the executive and administrative head of the department. Together, the BHE and DHE are the leading voice and advocate for postsecondary education in the Commonwealth. In addition, the BHE and DHE's authority includes administering state financial aid and federal grant programs; managing and responding to consumer complaints; conducting financial assessments of institutions; managing employee relations and benefits for public higher education employees; managing collective bargaining contracts with state university and community colleges employees; and approving degree-granting authority for all public and most private higher education institutions operating within the Commonwealth. Currently, there are 80 private institutions of higher education operating in the Commonwealth and authorized to grant degrees. The BHE is staffed by its executive agency, the Department of Higher Education (DHE), which is run by Commissioner Ortega. The Department of Higher Education is committed to the Values of Equity, Accountability, Community, Empowerment, Intentionality, and Teamwork, and seeks applicants who value the full diversity of Massachusetts students and who share a sensitivity to and understanding of the academic, socio-economic, cultural, and ethnic backgrounds of the populations served. We employ a hybrid hoteling work model with a fixed weekly team day schedule. Position Overview Reporting to the Deputy Commissioner for Academic Affairs and Student Success at the Department of Higher Education, the Massachusetts Inclusive Post Secondary Enrollment Initiative (MAIPSE) Director plays a crucial role in overseeing and managing MAIPSE programs and initiatives across every undergraduate public institution of higher education in Massachusetts. The Director is responsible for assisting the Deputy Commissioner with the allocation and management of all funding; facilitating student participation, program development/expansion, and services to students; strengthening partnerships and coordination of activities among key stakeholders; developing and implementing communication strategies; and evaluating and continuously improving implementation of the Massachusetts Inclusive Post Secondary Enrollment Initiative (MAIPSE). The Director works closely with department heads, stakeholders, Massachusetts adult service agencies, and community members to ensure that the agency is meeting its goals and objectives of the MAIPSE programs effectively. The Director is involved in developing strategic plans, policies, and procedures to enhance the efficiency and effectiveness of the MAIPSE programs. The position is also responsible for monitoring and evaluating program outcomes, identifying areas for improvement, and implementing solutions to address any challenges that may arise. Additionally, the Director will represent the agency at meetings, conferences, and events, which include presenting and educating constituents about Massachusetts Inclusive Postsecondary Education, and serve as a liaison between our agency and external partners. Strong communication skills are necessary for this position, and the ability to build relationships will be essential in fostering collaboration and partnerships to advance MAIPSE's mission. Overall, the Director will have the opportunity to make a positive impact on the lives of individuals with disabilities throughout the state. Dedication and passion for public service will be instrumental in helping to achieve the initiative's goals and deliver high-quality services to those that MAIPSE serves. Since its inception in 2007, MAIPSE (formerly “MAICEI”) has served as a grant program that funds and supports high school students between the ages of 18 and 21 (i.e., up to the age of 22) with severe disabilities to concurrently participate in college-level classes, pursuant to and subject to the student's Individualized Educational Plan (IEP). In July of 2022, landmark legislation was enacted in Massachusetts related to expanding opportunities for students with severe disabilities to participate in post-secondary experiences within the public higher education system. Importantly, the 2022 legislation expanded access to post-secondary experiences to those students with severe intellectual disabilities, aged twenty-two (22) years and over, who have aged out of the K-12 sector without obtaining a sufficient competency determination under c. 69, §1D or obtaining a high school diploma. In effect, under the 2022 law, prospective students who previously fell beyond MAICEI's purview will now have opportunities to participate in courses as non-matriculating students with their nondisabled peers at all Massachusetts state universities and community colleges, while also engaging in extracurricular activities and other aspects of campus life with supports and services necessary to facilitate inclusion. This initiative will not only benefit students with intellectual disabilities by expanding their educational opportunities, but it will also enrich the college community by fostering a more inclusive and diverse learning environment. This has allowed MAIPSE to grow and become a part of all Massachusetts public colleges and universities. Responsibilities / Essential Job Functions Establish and administer a comprehensive outreach, policy program development, and expansion plan in collaboration with the Department of Elementary and Secondary Education (DESE), school districts, the MAIPSE advisory board, Massachusetts Adult Service agencies, and public institutions of higher education to increase opportunities for students to participate in MAIPSE. Supervise and monitor implementation of the 2022 legislation and accompanying DHE regulation 610 CMR 15.00, including but not limited to ensuring that campuses adhere to statutorily required reporting and data sharing requirements. Create and execute policy strategies to increase the responsiveness of local and state agencies to the needs of potential as well as participating students and their families, ensuring that students can successfully participate in inclusive college-level courses, pursue employment opportunities, and transition to independent living. Build and enact enhanced support strategies to ensure that students can successfully participate in inclusive college-level courses, pursue employment opportunities, and transition to independent living. Administer outreach policies and statewide plans to disseminate information about the MAIPSE and grant opportunities to parents and family members, educators in school districts and public institutions of higher education, and representatives from other educational, disability, parent/family, and youth organizations. Formulate and disseminate effective strategies related to the delivery of services to students to ensure that they will be able to meet academic, social, employment, transitional, and other goals. Expand and administer new strategies to provide high-quality professional development and technical assistance opportunities for grant recipients and other stakeholders related to the provision of effective support strategies for students with severe disabilities, students' transition to inclusive college environments, students' pursuit of employment opportunities, and the transition to independent living. Develop and implement enhanced strategies to sustain existing partnerships among key stakeholders and deliver high- quality services to students, including the creation of informational and guidance materials, procedures to strategically allocate and expend state funding, and the creation of opportunities to share information about effective practices and models. Create and disseminate informational materials about the Initiative and conduct presentations to key stakeholders to increase interest in, knowledge of, and participation in the Initiative. Establish and implement evaluation policies and strategies to assess the impact of the Initiative on multiple student outcomes, the expenditure of state funding, the provision of support services for students, and other aspects of the program, and create reports that will be submitted to the Commissioner, DHE staff, and the legislature. Competencies / Skills and Abilities Strong commitment to and experience with providing students with severe disabilities with extensive opportunities to pursue education, career, and other opportunities in an inclusive college environment. Ability to translate a comprehensive and bold vision for providing inclusive educational opportunities into specific student, institutional, and statewide outcomes. Significant knowledge of the provision of academic, social, developmental, and inclusive transition services to students with severe disabilities, as demonstrated by professional experience working in high schools, institutions of higher education, or other institutions/organizations that serve this population of students. Significant experience working with multiple partners that provide comprehensive support services to students with severe disabilities. Excellent oral and written communication skills, including the ability to produce high-quality informational and guidance materials and interact with a diverse group of stakeholders. Ability to understand and work with the intricacies of higher education administration. Ability to develop and implement comprehensive and strategic plans, both independently and in collaboration with key partners. Ability to develop effective and accessible training materials related to the provision of inclusive educational and other services to students with severe disabilities. Ability to plan, organize, and track work using core project-management principles, including defining scope, milestones, and deliverables aligned with agency priorities. Demonstrated skill in managing tasks and timelines in a structured, transparent way, with comfort coordinating across teams to keep projects on track. Familiarity with common project-management tools and digital work platforms (e.g., Asana, Trello, Smartsheet, MS365 tools) and the ability to adopt new tools as needed. Aspires to lead by and practice the DHE Values and Behaviors and commits to embodying them through continued learning and personal growth. Experience working with diverse teams and leveraging their unique perspectives to achieve positive outcomes. Demonstrated experience in creating an inclusive work environment where everyone feels valued. Promotes a collaborative workplace climate. Preferred Qualification At least ten years of experience in related work, with at least one year in a managerial capacity. Significant knowledge of the provision of academic, social, developmental, and inclusive transition services to students with severe disabilities, as demonstrated by professional experience working in high schools, institutions of higher education, or other institutions/organizations that serve this population of students. Reporting and Location In-state hybrid work, with a minimum of one in-person day each week. In-state travel to campuses and partner organizations. Out-of-state travel to attend national conferences and events. To Apply Resume Cover letter outlining your relevant experience and interest in the position Applicants must have at least (A) six (6) years of full-time or, equivalent part-time, professional, administrative, supervisory, or managerial experience in business administration, business management, public administration, public management, clinical administration or clinical management of which (B) at least two (2) years must have been in a project management, supervisory or managerial capacity or (C) any equivalent combination of the required experience and substitutions below. Substitutions: I. A certificate in a relevant or related field may be substituted for one (1) year of the required (A) experience. II. A Bachelor's degree in a related field may be substituted for two (2) years of the required (A) experience. III. A Graduate degree in a related field may be substituted for three (3) years of the required (A) experience. IV. A Doctorate degree in a related field may be substituted for four (4) years of the required (A) experience. Salary placement is determined by years of experience and education directly related to the position and the Human Resources Division's Recruiting Guidelines. An Equal Opportunity / Affimative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply. The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC)may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role. Official Title : Program Manager VII Primary Location Job Education Agency Department of Higher Education Schedule Full-time Shift Day Job Posting Jan 9, 2026, 8:51:16 PM Number of Openings 1 Salary 100,839.08 - 155,529.95 Yearly If you have Diversity, Affirative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator : Ferdousi Faruque - ********** Bargaining Unit : M99-Managers (EXE) Confidential : No Potentially Eligible for a Hybrid Work Schedule : Yes #J-18808-Ljbffr
    $84k-136k yearly est. 1d ago
  • Drive-By Occupancy Inspections - Tacoma, WA / Pierce County

    National Mortgage Field Services 3.9company rating

    Tacoma, WA job

    Great job for Uber Drivers, Lyft, Door Dash, Uber Eats, Pizza delivery, etc. What Do Mortgage Field Service Contractors Do? By law, mortgage companies and banks are required to document the occupancy and physical condition of all mortgaged loans. To do this they send a Property Inspector to the physical property to take specific photos and to reasonably determine if the property is occupied or vacant. The property inspector then reports the general condition of the property using a mobile app. Mortgage Field Service Inspectors are Property Inspectors who: *Determine if a property is occupied or vacant. *Rate the property as Good, Fair, or Poor. *Take photos of the property using your smart cell phone. *Fill out a form on your cell phone using a downloadable app. *Answer multiple choice questions about the property condition. REQUIREMENTS: *Must be able to pass a criminal background check. *Must have dependable transportation (good gas mileage is a plus). *Must have a smartphone (Android or iPhone). *Must have a printer/scanner (or easy access to both). *Must a desktop/laptop or tablet to print forms. INCOME and ASSIGNMENTS: Income-based on area and volume. Most inspectors can complete several inspections an hour. Rural areas may pay more per inspection on average. The faster inspections are completed, the more inspections are provided. Based on 1099 contractor work. No resume required.
    $36k-48k yearly est. Auto-Apply 28d ago
  • Head of Sales, NA - SaaS GTM & Growth Leader

    Antler 3.7company rating

    San Francisco, CA job

    A tech company is seeking a Head of Sales (North America) to build and lead their sales motion in the US. You will own revenue targets, coach Account Executives, and shape the systems necessary for success. Ideal candidates have experience leading SaaS sales teams, building go-to-market strategies, and navigating fast-paced environments. This role offers an opportunity to significantly impact the company's growth in the North American market, focusing on both startups and large enterprises. #J-18808-Ljbffr
    $140k-214k yearly est. 2d ago
  • Global Head of Enterprise Risk (Hybrid)

    Cambridge Associates LLC 4.8company rating

    Remote or Boston, MA job

    A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered. #J-18808-Ljbffr
    $117k-152k yearly est. 4d ago
  • Fraud Investigator (REMOTE in VA, NC, SC, MD ONLY)

    Atlantic Union Bank 4.3company rating

    Fort Mill, SC job

    The Fraud Investigator is responsible for investigating, documenting, and/or approving the investigation and documentation of Fraud related alerts, cases, suspicious activity reports (SARs), and any other reports and/or referrals that could lead to such investigation. He or she will represent Atlantic Union Bankshares Corporation (AUB) and its related subsidiaries as a dedicated point of contact for law enforcement inquiries related to financial crimes investigations. The Fraud Investigator serves as a second line of defense subject matter expert for Investigations and Fraud threat intelligence. Other responsibilities may be assigned at the discretion of the FIU Fraud Investigations Manager. Position Accountabilities Investigate internal and external fraud events perpetrated against AUB, its related subsidiaries, and stakeholders. Document and decision complex alerts and cases to identify reportable suspicious activity. Ensure Suspicious Activity Reports are accurate and approved for filing within regulatory guidelines. Conduct customer outreach as needed to follow up on status of fraud investigations and obtain additional information. Review procedures covering the investigation and reporting of suspected financial fraud crimes. Recommend changes in processes and procedures to the FIU Fraud Investigations Manager. Serve as a point of contact for other business lines with general questions or concerns about investigations. Assist in the oversight of processes for internal referral of questionable activity or behavior. Serve as a representative of AUB with local, state, and/or federal law enforcement agents on cases referred by AUB or on cases requiring AUB's assistance as it relates to financial crimes investigations. May testify in court on behalf of AUB for fraud cases. Participate in professional and community associations relating to law enforcement and criminal investigations. Distribute pertinent information to departments throughout the organization that may be affected by current Fraud trends. Develop, analyze, and report trends to the FIU Fraud Investigations Manager as required. Analyze corporate needs and suggest creative ideas to enhance comprehensive corporate-wide fraud risk mitigation processes. Attends training seminars as deemed necessary by the direction of the FIU Fraud Investigations Manager or higher. Organizational Relationship This position reports to the Fraud Investigations Manager Supervision of Others - No Position Qualifications Education & Experience Bachelor's degree in criminal justice, Business or a related field, or a combination of education and experience equivalent to such a degree--REQUIRED Certification as a compliance professional (i.e.: CAMS, CAFP, CFE)--PREFERRED Must have 5 or more years of banking, business, or criminal justice related experience--REQUIRED Must have a minimum of 2 years' experience in fraud or financial crimes investigations--REQUIRED Previous experience in delivering FinCEN SAR filings for Fraud events--REQUIRED Experience utilizing Verafin Case Management System Knowledge & Skills Demonstrated ability to interact with management, law enforcement, General Counsel, and other business lines with tact and diplomacy while achieving stated objectives. Ability to explain complex fraud issues in simple and clear ways. Working knowledge of fraud and financial crimes banking laws, regulations, operations, and procedures. Advanced written, oral, data analytics, interpersonal and negotiating skills with ability to prepare and present technical presentations and guide internal customers. Working knowledge of financial institution operations. Ability to research, analyze and recommend improved processes. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $46k-74k yearly est. 1d ago
  • Director of Technology and Systems

    KLR Executive Search Group LLC 4.2company rating

    Seekonk, MA job

    KLR Executive Search Group is proud to partner with Moss Home Solutions, one of the fastest-growing real estate investment platforms in the Northeast. Moss Home Solutions is making a critical hire for 2026 and is seeking a Director of Technology & Systems to own and scale its systems infrastructure with Salesforce at the center. This is a builder's role-not a vendor management seat. The Director of Technology & Systems will be the single-threaded owner of the company's systems environment and will report directly to senior leadership. This role carries full ownership for how systems power sales, operations, marketing, reporting, and leadership decision-making. Key Responsibilities Include: Architect and own the end-to-end systems ecosystem with Salesforce as the core platform. Design and implement workflows supporting sales, operations, marketing, reporting, and finance. Serve as the internal Salesforce product owner, personally building automations, flows, integrations, dashboards, and reporting. Expand Salesforce beyond a traditional CRM into a true operating system for the business. Identify and implement high-impact automation and AI-driven solutions. Own execution from system design through rollout, training, adoption, and optimization. Begin as a hands-on individual contributor and build an internal systems and technology team over time. Manage vendors and consultants without outsourcing system ownership or strategic thinking. Qualifications: 7+ years of experience in systems, technology, or CRM leadership roles. Deep, hands-on Salesforce experience (certifications optional; capability mandatory). Proven ability to build scalable systems in fast-growing, founder-led environments. Builder mentality with urgency, ownership, and bias toward execution. Comfortable operating in ambiguity and creating structure where little exists. Compensation & Benefits: Base salary range of $165,000-$180,000. Bonus opportunity of up to 20%, tied to execution, adoption, and business impact. Comprehensive benefits package. In-person role based in Seekonk, MA, with some flexibility.
    $165k-180k yearly 3d ago
  • Investment Banking Associate, Technology - San Francisco

    Moelis & Company 4.9company rating

    San Francisco, CA job

    Investment Banking Associate, Technology - San Francisco page is loaded## Investment Banking Associate, Technology - San Franciscolocations: San Franciscotime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ101872*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are currently seeking an experienced Associate to join our Technology financial advisory practice in San Francisco.Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required.Ideal candidates must also possess:* Excellent analytical and presentation skills* Knowledge of basic accounting and financial concepts; ability to analyze and value businesses* Experience in Investment Banking (corporate finance/M&A) or equivalent* A drive for results, and ability to perform well under pressure and against tight deadlines* Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients* Strong multi-tasking skills* Exceptional Microsoft Office suite (Excel a must) and financial reporting skills* Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $175,000 - $225,000*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X . #J-18808-Ljbffr
    $175k-225k yearly 5d ago
  • Private Banker, MD - Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Dallas, TX job

    A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr
    $58k-118k yearly est. 1d ago

Learn more about Guild Mortgage jobs

Jobs from similar companies

Jobs from similar companies you might want to view.

Most common locations at Guild Mortgage

Most common jobs at Guild Mortgage

Zippia gives an in-depth look into the details of Guild Mortgage, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Guild Mortgage. The employee data is based on information from people who have self-reported their past or current employments at Guild Mortgage. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Guild Mortgage. The data presented on this page does not represent the view of Guild Mortgage and its employees or that of Zippia.

Guild Mortgage may also be known as or be related to Guild Mortgage, Guild Mortgage Co., Guild Mortgage Company, Guild Mortgage Company Inc and Guild Mortgage Company, Inc.