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Shift Leader jobs at Honeywell - 1421 jobs

  • Senior Crypto Solutions Sales Leader

    Visa Inc. 4.5company rating

    San Francisco, CA jobs

    A leading financial services company is seeking a Senior Manager, Visa Crypto Solution Sales, based in San Francisco, CA. This hybrid position involves working with clients on stablecoin strategies while driving sales of Visa crypto solutions. Candidates should have 8+ years of experience in relevant sectors, strong negotiation skills, and the ability to collaborate with diverse teams. The role includes developing Go-To-Market strategies and ensuring post-sales support. The estimated salary range is $169,100 to $270,800 annually, with a comprehensive benefits package. #J-18808-Ljbffr
    $169.1k-270.8k yearly 4d ago
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  • Senior Global Cash Management Sales Lead - TMT

    HSBC 4.9company rating

    San Francisco, CA jobs

    A global financial institution is seeking a high-caliber professional for a sales role within the Technology, Media, and Telecommunications sector. The position involves developing business opportunities, tailoring cash management solutions, and collaborating with various teams for seamless client transitions. Ideal candidates will have significant experience in banking relations and strong analytical skills, with at least five years in relevant roles. The position is based in San Francisco with competitive pay and benefits. #J-18808-Ljbffr
    $112k-154k yearly est. 3d ago
  • Global Crypto Solutions Sales Leader & GTM Architect

    Visa Inc. 4.5company rating

    San Francisco, CA jobs

    A leading financial services company is seeking a Senior Director, Visa Crypto Solutions Sales Leader in San Francisco. The successful candidate will build and lead a specialized sales team, executing global strategies for Visa's crypto products. Responsibilities include establishing training programs and engaging with clients on stablecoins. Candidates should have extensive sales leadership experience in financial services and strong communication skills. This hybrid role offers an estimated salary from $229,000 to $357,950 per year. #J-18808-Ljbffr
    $124k-160k yearly est. 1d ago
  • Banking Center Leader: Sales, Service & Growth

    Webster Bank 4.6company rating

    White Plains, NY jobs

    A leading commercial bank in New York is seeking a Banking Center Manager to oversee daily operations, develop client relationships, and lead a team. The role requires exceptional customer service, strong leadership skills, and comprehensive knowledge of retail banking products. Candidates should have 5-7 years of banking experience and relevant qualifications. Offering competitive compensation ranging from $98,000 to $102,000 annually, this position also includes incentive compensation. #J-18808-Ljbffr
    $98k-102k yearly 5d ago
  • National Sales Leader, Government Advisory Services (State, Local, Education)

    Eisneramper 4.8company rating

    San Francisco, CA jobs

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Director to drive strategic growth at EisnerAmper by developing and executing go-to-market sales strategies tailored to the distinct advisory needs of government sector clients. We're looking for someone to drive net new growth in the government sector - not just expand existing relationships, but opening doors we haven't walked through yet. This is a true field sales role with significant travel expectations, ideal for someone who thrives on being face-to-face with clients and prospects and enjoys networking. The ideal candidate will possess extensive industry expertise, a robust network within the State, Local and Education (SLED) ecosystem, and a proven history of success in business development and managing client relationships all with a deep respect for the public mission and a demonstrated passion for improving government outcomes through innovative services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Develop and execute a national go-to-market sales strategy for the State, Local, and Education (SLED) government sector, driving growth through new business development and expanding services within existing client accounts Cultivate strategic relationships with senior government leaders, procurement officials, and key influencers as well as strategic partners and associations to position the firm as a trusted advisor, with a strong focus on originating new work and identifying cross-functional opportunities to deepen client engagement Collaborate with Partners and internal stakeholders to design and implement tailored, value-driven solutions that meet the unique needs of the government sector Responsible for driving growth across a portfolio of complex, multi-disciplinary services Articulate value propositions, ROI, and impact in a mission-driven context Mentor and coach client service professionals, helping to develop the sales culture within the government sector team and fostering a culture of collaboration and growth Navigate complex procurement processes (RFPs, RFIs, RFQs), managing the process to support the development of teaming partnerships and preparation of compliant, competitive responses, including cooperative agreements, grants, and government contract vehicles (e.g. GSA schedules, state-specific systems) Monitor regulatory, compliance, and funding trends, analyzing their impact on the public sector market and adapting strategies to stay ahead of industry changes Partner with Marketing & Growth teams to create sector-specific campaigns, thought leadership content, and event strategies to enhance the firm's visibility and influence in the SLED space Track sales pipeline performance, revenue forecasting, and key metrics, ensuring alignment with annual growth targets and strategic objectives Achieve success in meeting and exceeding revenue targets within public sector markets Represent the firm at industry events, conferences, and SLED-focused associations, acting as an ambassador to strengthen market presence and drive business development May be required to occasionally work extended hours, or travel to/work from different firm offices and/or client locations Basic Qualifications: Bachelor's degree in Business, Public Administration, Political Science, or related field Minimum of 10 years of progressive business development, sales, or client relationship experience within the SLED or broader government sector Proven record of securing and growing professional services or advisory engagements with government sector clients Deep familiarity with government budgeting cycles, policy priorities, and governmental funding sources (e.g., FEMA, ARPA, HUD, IIJA, IRA) Preferred/Desired Qualifications: Advanced degree (e.g., MPA, MBA, JD) strongly preferred Certifications such as Certified Professional in Government (CPG), Project Management Professional (PMP), Certified Government Financial Manager (CGFM), Certified Federal Contracts Manager (CFCM), Government Sales Professional (GSP) Experience with professional services in areas such as healthcare, infrastructure, housing, energy, or disaster recovery Familiarity with CRM tools and government sector procurement platforms EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, tribal, local and county governmental entities, municipalities, public retirement systems, healthcare systems, non-profits, school boards and districts and more. Because of our diverse governmental client base, our professionals understand a wide range of funding sources, operational challenges and reporting requirements. EisnerAmper also provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG-DR) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). As strategic advisors, we provide services that help to maintain compliance, streamline operations and maximize resources so governmental entities can focus on providing citizens with the vital services they need. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients. Should you need any accommodations to complete this application please email: Preferred Location:Baton Rouge For NYC and California, the expected salary range for this position is between 120000 and 250000 The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
    $99k-154k yearly est. 2d ago
  • National Sales Leader, Government Advisory Services (State, Local, Education)

    Eisneramper 4.8company rating

    San Diego, CA jobs

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Director to drive strategic growth at EisnerAmper by developing and executing go-to-market sales strategies tailored to the distinct advisory needs of government sector clients. We're looking for someone to drive net new growth in the government sector - not just expand existing relationships, but opening doors we haven't walked through yet. This is a true field sales role with significant travel expectations, ideal for someone who thrives on being face-to-face with clients and prospects and enjoys networking. The ideal candidate will possess extensive industry expertise, a robust network within the State, Local and Education (SLED) ecosystem, and a proven history of success in business development and managing client relationships all with a deep respect for the public mission and a demonstrated passion for improving government outcomes through innovative services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Develop and execute a national go-to-market sales strategy for the State, Local, and Education (SLED) government sector, driving growth through new business development and expanding services within existing client accounts Cultivate strategic relationships with senior government leaders, procurement officials, and key influencers as well as strategic partners and associations to position the firm as a trusted advisor, with a strong focus on originating new work and identifying cross-functional opportunities to deepen client engagement Collaborate with Partners and internal stakeholders to design and implement tailored, value-driven solutions that meet the unique needs of the government sector Responsible for driving growth across a portfolio of complex, multi-disciplinary services Articulate value propositions, ROI, and impact in a mission-driven context Mentor and coach client service professionals, helping to develop the sales culture within the government sector team and fostering a culture of collaboration and growth Navigate complex procurement processes (RFPs, RFIs, RFQs), managing the process to support the development of teaming partnerships and preparation of compliant, competitive responses, including cooperative agreements, grants, and government contract vehicles (e.g. GSA schedules, state-specific systems) Monitor regulatory, compliance, and funding trends, analyzing their impact on the public sector market and adapting strategies to stay ahead of industry changes Partner with Marketing & Growth teams to create sector-specific campaigns, thought leadership content, and event strategies to enhance the firm's visibility and influence in the SLED space Track sales pipeline performance, revenue forecasting, and key metrics, ensuring alignment with annual growth targets and strategic objectives Achieve success in meeting and exceeding revenue targets within public sector markets Represent the firm at industry events, conferences, and SLED-focused associations, acting as an ambassador to strengthen market presence and drive business development May be required to occasionally work extended hours, or travel to/work from different firm offices and/or client locations Basic Qualifications: Bachelor's degree in Business, Public Administration, Political Science, or related field Minimum of 10 years of progressive business development, sales, or client relationship experience within the SLED or broader government sector Proven record of securing and growing professional services or advisory engagements with government sector clients Deep familiarity with government budgeting cycles, policy priorities, and governmental funding sources (e.g., FEMA, ARPA, HUD, IIJA, IRA) Preferred/Desired Qualifications: Advanced degree (e.g., MPA, MBA, JD) strongly preferred Certifications such as Certified Professional in Government (CPG), Project Management Professional (PMP), Certified Government Financial Manager (CGFM), Certified Federal Contracts Manager (CFCM), Government Sales Professional (GSP) Experience with professional services in areas such as healthcare, infrastructure, housing, energy, or disaster recovery Familiarity with CRM tools and government sector procurement platforms EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, tribal, local and county governmental entities, municipalities, public retirement systems, healthcare systems, non-profits, school boards and districts and more. Because of our diverse governmental client base, our professionals understand a wide range of funding sources, operational challenges and reporting requirements. EisnerAmper also provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG-DR) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). As strategic advisors, we provide services that help to maintain compliance, streamline operations and maximize resources so governmental entities can focus on providing citizens with the vital services they need. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients. Should you need any accommodations to complete this application please email: Preferred Location:Baton Rouge For NYC and California, the expected salary range for this position is between 120000 and 250000 The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
    $89k-138k yearly est. 2d ago
  • National Sales Leader, Government Advisory Services (State, Local, Education)

    Eisneramper 4.8company rating

    Los Angeles, CA jobs

    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking a Director to drive strategic growth at EisnerAmper by developing and executing go-to-market sales strategies tailored to the distinct advisory needs of government sector clients. We're looking for someone to drive net new growth in the government sector - not just expand existing relationships, but opening doors we haven't walked through yet. This is a true field sales role with significant travel expectations, ideal for someone who thrives on being face-to-face with clients and prospects and enjoys networking. The ideal candidate will possess extensive industry expertise, a robust network within the State, Local and Education (SLED) ecosystem, and a proven history of success in business development and managing client relationships all with a deep respect for the public mission and a demonstrated passion for improving government outcomes through innovative services. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Develop and execute a national go-to-market sales strategy for the State, Local, and Education (SLED) government sector, driving growth through new business development and expanding services within existing client accounts Cultivate strategic relationships with senior government leaders, procurement officials, and key influencers as well as strategic partners and associations to position the firm as a trusted advisor, with a strong focus on originating new work and identifying cross-functional opportunities to deepen client engagement Collaborate with Partners and internal stakeholders to design and implement tailored, value-driven solutions that meet the unique needs of the government sector Responsible for driving growth across a portfolio of complex, multi-disciplinary services Articulate value propositions, ROI, and impact in a mission-driven context Mentor and coach client service professionals, helping to develop the sales culture within the government sector team and fostering a culture of collaboration and growth Navigate complex procurement processes (RFPs, RFIs, RFQs), managing the process to support the development of teaming partnerships and preparation of compliant, competitive responses, including cooperative agreements, grants, and government contract vehicles (e.g. GSA schedules, state-specific systems) Monitor regulatory, compliance, and funding trends, analyzing their impact on the public sector market and adapting strategies to stay ahead of industry changes Partner with Marketing & Growth teams to create sector-specific campaigns, thought leadership content, and event strategies to enhance the firm's visibility and influence in the SLED space Track sales pipeline performance, revenue forecasting, and key metrics, ensuring alignment with annual growth targets and strategic objectives Achieve success in meeting and exceeding revenue targets within public sector markets Represent the firm at industry events, conferences, and SLED-focused associations, acting as an ambassador to strengthen market presence and drive business development May be required to occasionally work extended hours, or travel to/work from different firm offices and/or client locations Basic Qualifications: Bachelor's degree in Business, Public Administration, Political Science, or related field Minimum of 10 years of progressive business development, sales, or client relationship experience within the SLED or broader government sector Proven record of securing and growing professional services or advisory engagements with government sector clients Deep familiarity with government budgeting cycles, policy priorities, and governmental funding sources (e.g., FEMA, ARPA, HUD, IIJA, IRA) Preferred/Desired Qualifications: Advanced degree (e.g., MPA, MBA, JD) strongly preferred Certifications such as Certified Professional in Government (CPG), Project Management Professional (PMP), Certified Government Financial Manager (CGFM), Certified Federal Contracts Manager (CFCM), Government Sales Professional (GSP) Experience with professional services in areas such as healthcare, infrastructure, housing, energy, or disaster recovery Familiarity with CRM tools and government sector procurement platforms EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, tribal, local and county governmental entities, municipalities, public retirement systems, healthcare systems, non-profits, school boards and districts and more. Because of our diverse governmental client base, our professionals understand a wide range of funding sources, operational challenges and reporting requirements. EisnerAmper also provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG-DR) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.). As strategic advisors, we provide services that help to maintain compliance, streamline operations and maximize resources so governmental entities can focus on providing citizens with the vital services they need. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients. Should you need any accommodations to complete this application please email: Preferred Location:Baton Rouge For NYC and California, the expected salary range for this position is between 120000 and 250000 The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
    $92k-144k yearly est. 2d ago
  • Financial Sales Contact Center Leader

    Compeer Financial 4.1company rating

    Bloomington, IL jobs

    Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit************************ This position offers a hybrid work option up to 50% remote and is based out of the Lakeville, MN; Sun Prairie, WI; or Bloomington, IL office location. The contributions you will make: This position is responsible for driving loan growth by leading a high-performing inside sales team that qualifies marketing leads, manages inbound and outbound calls, assists with incomplete online loan applications, and proactively engages both new and existing clients. The incumbent leverages these expertise in sales leadership, lending, and contact center operations to drive loan conversion, enhance client experiences, and support organizational growth targets. A typical day: Leadership and Team Management. Champions the brand; serves as a role-model for the vision, mission and values of the organization. Supports Compeer's strategic initiatives. Utilizes and reinforces the use of the Team Relationship Model. Keeps abreast of industry best practices. Identifies and executes efficient and effective practices that enhance the team's value. Recruits, selects, trains, evaluates, compensates, recognizes and motivates team members. Assigns and adjusts team member workload based on skill sets and priorities. Works with the team to solve problems and meet objectives. Promotes a client focused, team-based sales strategy to maximize results. Leads, coaches, and develops an inside sales team to achieve loan growth and conversion goals. Provides regular performance feedback and conduct call coaching sessions to ensure quality and compliance. Creates a motivating, accountable, and collaborative team environment. Sales and Lending Execution. Oversees team execution of inbound and outbound sales calls, online loan application follow-ups, and chat responses. Ensures accurate client needs assessment and alignment with lending products. Serves as a subject matter expert on loan products, processes, and compliance requirements. Acts as a resource for escalated client situations requiring both sales skill and lending expertise. Assesses Inside Sales potential and sets goals in alignment with Compeer goals. Monitors progress toward goals and objectives for areas of responsibility. Develops and executes inside sales and marketing strategies and plans. Coordinates team resources and determines areas of priority. Call Center Operations. Monitors call center performance, ensuring service levels, first response times, and follow-up standards are met. Optimizes call routing, scheduling, and resource allocation to maximize efficiency. Tracks and analyzes call and lead activity to identify opportunities for improved productivity. Performance Management and Reporting. Tracks and reports on KPIs including call volume, call completion rate, lead conversion, loan applications, and closed loan volume. Collaborates with lending operations and sales leadership to align pipeline management with organizational goals. Recommends and implement strategies to improve team efficiency, loan conversion, and client satisfaction Process and Continuous Improvement. Ensures adherence to sales processes, compliance standards, and CRM best practices. Partners with marketing, product, and lending operations teams to refine lead management and loan application processes. Drives continuous improvement initiatives for both client experience and sales effectiveness The skills and experience we prefer you have: Bachelor's degree in business administration, finance, economics, agribusiness or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. Direct experience in lending products and loan processes (e.g., consumer, ag, or commercial lending). Minimum 7 years of experience in sales including customer relationship preferably in financial services or lending. Minimum three years of contact center management experience required. Proven track record of achieving and exceeding sales and loan conversion targets. Strong communication, coaching, and leadership skills. Deep understanding of contact center metrics and sales KPIs. Client-focused with ability to balance sales performance and service excellence. Proficiency in CRM and call center systems. Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit. In-depth understanding of the sales process. Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization. Skill in developing and maintaining interpersonal relationships. Strong problem solving, decision making and organizational skills. Strong computer skills, including MS Office applications. Advanced knowledge of sales and sales management techniques. Working knowledge of the agriculture industry. Working knowledge of Core lines of business. Skill in organizing and planning. Skill in delegating tasks and responsibilities. Valid driver's license. #IND200 How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$82,400-$124,500 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.
    $82.4k-124.5k yearly 2d ago
  • Private Equity Team Lead, Professional Liability/Cyber, Financial Lines

    AIG-American International Group, Inc. 4.5company rating

    New York, NY jobs

    Join us as a Private Equity Team Lead to step up to a key team leadership role that will drive business growth. This level underwriter typically handles accounts/clients which are greater in scope and complexity than those handled by a Senior UW or U Financial, Team Lead, Professional, Liability, Equity, Private, Business Services
    $136k-196k yearly est. 1d ago
  • Portfolio Management Team Leader

    Northwest Bank 4.8company rating

    Columbus, OH jobs

    OverviewThe Portfolio Management Team Leader is responsible for leading, managing, and coaching a team of Portfolio Managers while assisting with the strategic implementation and execution of ongoing portfolio management improvements, tools and resources. The PM Team Leader will work closely with business line partners to efficiently and strategically grow the commercial loan portfolio. The PM Team Leader is responsible for ensuring reporting requirements, annual reviews, covenants, spreads, renewals and related underwriting activities are completed timely, accurately and are aligned with the Bank's standards, policies and procedures. The PM Team Leaders will be responsible for assigning appropriate risk ratings, identifying credit risks and recommending appropriate credit actions. This position involves frequent interaction with Market Executives, Credit Risk Officers, Loan Administrative Leader and Loan Operations management.Essential Functions Drive Portfolio Management strategy, implementation and execution Recommend improvements to portfolio management processes, procedures and staffing to improve efficiency and effectiveness Lead, manage and coach a team of Portfolio Managers to ensure risk is managed appropriately in the portfolio. Generate and monitor reporting related to loan maturities, annual reviews, covenants, financial reporting requirements, delinquency, renewals, conditions and related reports. Ensure annual reviews and covenant tests are completely consistently and as scheduled, escalating credit risks identified in the process. Tailor individual and group training when gaps are recognized to ensure skill set progression to maximize performance and professional growth Assign credit relationships to PM's based on capacity, credit acumen and other factors. Review and endorse/ or approve Annual Reviews or credit requests ensuring the analysis and related materials are complete and accurate, including credit risk identification and risk rating assignment. Ensure all loan approval conditions have been met within required time frame Ensure timely collection, review and evaluation of all financial statement requirements from borrowers and guarantors Proactively identify and escalate declining financial performance/negative indicators within the loan portfolio on a timely basis Administer complex construction loans in accordance and in conjunction with the Construction Loan Administration group as needed Act as the first line of defense to recommend and process timely risk rating changes in conjunction with the Relationship Manager Initiate and/or complete loan modifications per established protocols Manage and maintain collateral requirements Coordinate and assist with criticized loan reports as part of the Watch List program Act as a liaison with Commercial Loan Operations, Loan Review, Audit, examiners and other departments as required Jointly call on clients to stay apprised of business activity/performance and serve as additional contact point Facilitate client service requests Optimize client relationships and create an exceptional client experience Comply with all corporate standards and audit-related matters in specific areas of responsibility Remain current on all banking rules and regulations Establish increased productivity and profitability Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment Qualifications Bachelor's Degree Business, Finance, or related degree required 8 - 12 years relevant experience in Commercial Lending as a Portfolio Management Team Leader, Portfolio Manager, Relationship Manager and/or Credit Officer/Underwriter working with complex credits and documentation preferred And Ability to perform financial analysis, assess risk, review documentation and coordinate loan closings, Expert/Leader Very strong credit, analytical, organizational and critical thinking skills, Expert/Leader Team-oriented with ability to monitor and manage multiple responsibilities simultaneously, Expert/Leader Ability to manage and coach a team with varying skillsets and backgrounds, Expert/Leader #LI-CW1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $53k-100k yearly est. 2d ago
  • Financial Management Team Lead

    Thompson Gray Inc. 3.9company rating

    Washington, DC jobs

    Job Description: The selected candidate will work as a Financial Management Team Lead to oversee the execution of task order requirements in support of the U.S. Army's Financial Improvement and Audit Readiness (FIAR) objectives. The Team Lead will be responsible for coordinating, tracking, and ensuring the successful completion of all assigned tasks under their respective task order award. This role includes direct engagement with Army civilian leadership, ownership of project progress reporting, and ensuring that financial improvement initiatives are executed in accordance with Army FIAR guidance and within the established period of performance. The Team Lead must be available during all core working hours and serve as the primary point of contact for their assigned task order. Full-Time/Part-Time: Full-Time Worksite details: National Capital Region (NCR), Fayetteville, NC, San Antonio, TX and Other Remote Locations Duties will include: Serve as the primary lead and point of contact for all assigned task order activities related to Army Financial Improvement and Audit Readiness (FIAR) objectives. Manage the execution, coordination, and tracking of tasks associated with audit remediation, internal controls testing, and corrective action implementation. Brief the Civilian Government Lead regularly on the status of assigned objectives, milestones, risks, and progress toward financial improvement goals. Monitor and ensure completion of Corrective Action Plans (CAPs) for Notices of Findings and Recommendations (NFRs) issued by external auditors. Support Test of Design (ToD) and Test of Operating Effectiveness (ToE) processes by coordinating documentation, managing timelines, and ensuring deliverable quality. Oversee coordination of Provided By Client (PBC) responses and audit documentation for site visits, walkthroughs, and testing activities. Review and validate Key Supporting Documentation (KSDs) for completeness, accuracy, and consistency with Army financial reporting requirements. Maintain clear communication with Army stakeholders and external auditors, ensuring alignment on financial processes, internal controls, and audit readiness efforts. Use Army systems (e.g., GFEBS, LMP, DPAS) to support audit documentation, data analysis, and financial control reviews. Track and report task order performance, manage team workflows, and escalate risks or delays to engagement management in a timely manner. Prepare and deliver briefings, updates, and reports to both internal and external stakeholders regarding progress toward task order objectives. Team Lead Responsibilities: Lead a team of consultants and analysts assigned to the task order; manage day-to-day execution of responsibilities and monitor individual progress. Ensure alignment of all work products with task order objectives, client expectations, and Army audit readiness standards. Provide coaching, mentoring, and technical guidance to team members to ensure high-quality deliverables and continued task momentum. Maintain availability during all designated core working hours to support client needs, team collaboration, and progress updates. Position Requirements: Bachelor's Degree in Accounting, Finance, Information Systems, or Business Management/Administration (if the individual did not receive a Bachelor's in one of these fields but received a Master's Degree in Accounting, Finance, Information Systems, Business Management/Administration, Mathematics, Statistics, Computer Science, Data Science, then the Master's may serve in place of the Bachelor's degree); one of the following active and current certifications issued by appropriate licensing authority: CPA, CIA, CISA, PMP, CGFM, CDFM, SAFe, or ITIL. Ten (10) years of experience with Federal financial management, including four (4) years of Federal accounting experience. Active minimum DoD SECRET Clearance is required. Candidate must be able to possess an interim SECRET clearance to be considered. Intermediate to advanced proficiency in the use of Microsoft Office Suites (especially Excel, PowerPoint, and Word). Well-developed and professional interpersonal skills. Ability to own work product development and demonstrate initiative and accountability for assigned task areas, effectively coordinating with team members and across various organizations. Ability to interact effectively with people at all organizational levels of the firm and client. Excellent verbal and written communication skills; detail oriented. Ability to work independently within a team environment and with a customer service focus. Strong organizational skills with ability to multi-task in a fast-paced, deadline-driven environment. Budgeted Salary for this position is between $120,000-$135,000. Why join Thompson Gray? Thompson Gray is a multi-year winner of the Huntsville/Madison County Chamber Best Places to Work, recognized for our exceptional company culture that values employees and customers alike. Competitive pay based on your qualifications Excellent benefits, including Health, Dental, Vision, Life, Short-Term and Long-Term Disability insurance, 401(k) plan with employer match Additional perks: TG Swag, Dependent Scholarship Program, Tuition Assistance for furthering education, Professional Development opportunities Generous time-off policies, including 18 days of paid time off, 10 Federal Holidays, and flexible scheduling Annual donation to the charity of your choice Regular team-building events, such as lunches, after-hours gatherings, seasonal family-friendly events, and an annual holiday party Join Thompson Gray and become part of a dynamic team committed to excellence, innovation, and community. Thompson Gray is an Equal Opportunity Employer and VEVRAA Federal Contractor. This contractor and subcontractor shall abide by the requirements of 41 CFR 60-1.4(a), 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on their race, color, religion, sex, gender identity, sexual orientation or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. Thompson Gray, Inc. welcomes minority and veteran applicants. #J-18808-Ljbffr
    $120k-135k yearly 1d ago
  • National Account Sales Leader

    The Loring Group 4.3company rating

    Atlanta, GA jobs

    CLIENT: Our Client is an AI-driven digital health startup transforming how chronic and specialty care are delivered at home and between visits. Our platform connects patients, providers, and payers to provide continuous insights, automate prior authorizations, and support scalable virtual care programs across RPM, CCM, PCM, BHI, and TCM, covering both primary and specialty practices like cardiology, GI, pulmonology, endocrinology, nephrology, pain management, and more. POSITION: The National Accounts Sales Leader is responsible for opening and growing enterprise relationships with health systems, large physician groups, ACOs / value-based care entities, ASCs, and regional payers. This is a player-coach role that personally leads complex enterprise deals while setting the national sales strategy and, as momentum increases, develops and manages a high-performing commercial team. The role reports directly to the CEO and works closely with Product, Clinical Operations, Marketing, Partnerships, and the Medical Advisory Board to shape our client's go-to-market strategy and overall positioning. RESPONSIBILITIES: Develop and execute strategies for territory and account management targeting enterprise healthcare providers and payer organizations. Manage full-cycle enterprise sales: From discovery to closing, including articulating value, securing clinical and business champions, aligning with executives, handling procurement, legal, and InfoSec reviews, setting pricing, and ensuring a smooth handoff to implementation. Build and actively manage a disciplined enterprise sales pipeline, ensuring accurate forecasting and multi-threaded engagement across customer stakeholders. Represent the client externally: Maintain a strong executive presence with customers, partners, and at industry events. Develop, implement, and document a repeatable enterprise sales process and playbook to support consistent enterprise growth at scale. QUALIFICATIONS: Over 10 years of experience in enterprise B2B healthcare sales, including digital health, telehealth, population health, RPM, CCM, and value-based care. Expertise in closing complex six and seven-figure deals with clinical, finance, IT/security, legal, and operational stakeholders for health systems and large multi-site groups. Proven success in startups or early-stage companies, with the skill to create structure where there was none. Strong executive communication skills with the ability to lead discussions from service-line leaders to C-suite audiences. LOCATION: Remote, with preferred sites in Dallas, Atlanta, or Tampa. COMPENSATION: This is a unique opportunity to make an impact that can lead to significant financial rewards, including competitive OTE and stock options aligned with great pre-IPO companies.
    $32k-51k yearly est. 1d ago
  • Branch Team Lead

    Honor Credit Union 3.8company rating

    Allendale, MI jobs

    Branch Team Lead Location: Allendale, MI Job Id: 3145 # of Openings: 1 Branch Team Lead - Allendale (Full-Time) ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise: Providing Solutions For Your Financial Success. Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we strive to be great, and that starts with the individuals that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced individuals, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR": Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions. The Platinum Rule - Treat others the way they want to be treated. Make the Connection - Develop genuine relationships so you can provide a "WOW" experience. See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized. Reason over Rules - Make decisions that are good for the person and good for Honor. Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs. WHAT WE ARE LOOKING FOR: Performs Teller and Member Specialist duties, including but not limited to, membership opening, loan requests, and cash handling, all while leading and acting as a subject manager expert to the Branch Team. Assists with motivating, mentoring, and developing the Branch Team to ensure exceptional service and operational efficiency. Helps communicate, update, and implement new processes and procedures for the Branch Teams, making recommendations for improvement as needed. Serves as a role model, embodying Honor's culture, with an emphasis on accountability and continued improvement. Safeguards the integrity of the Branch, ensuring policies and procedures are followed and the member center is operationally sound. Builds rapport with members to sustain long-term relationships and grow continued business, deepening all relationships. WHAT WE EXPECT FROM YOU: EDUCATION/CERTIFICATION: High School diploma or equivalent. Must be/or become registered as an MLO and have a Nationwide Licensing Number. EXPERIENCE REQUIRED: Three to five years of similar or related experience, including preparatory experience.. KNOWLEDGE/SKILLS/ABILITIES: Knowledge of company products and sales policies, and procedures. Must have a demonstrated ability to keep finances in order. Excellent communications and public relations skills. Well organized. Attentive to detail. Willingness to assist others. Strong typing abilities. Able to use PC, calculator, and office equipment. WHAT'S IN IT FOR YOU: Honor has excellent benefits for all full and part time team members. We offer: Medical with prescription coverage, Dental, and Vision. 401k employer contribution & matching program. Incentive eligible. Paid time off and paid holidays (including your birthday!). Paid community volunteer hours. Wellbeing spending account. Various discounts on credit union products and services for team members & their families. Additional perks included. ADDITIONAL REQUIREMENTS: This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all loan officers engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the credit union determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. Apply for this Position
    $111k-186k yearly est. 3d ago
  • Branch Team Lead

    Honor Credit Union 3.8company rating

    Berrien Springs, MI jobs

    Branch Team Lead Location: Berrien Springs, MI Job Id: 3135 # of Openings: 1 Branch Team Lead - Berrien Springs (Full-Time) ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise: Providing Solutions For Your Financial Success. Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we strive to be great, and that starts with the individuals that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced individuals, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR": Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions. The Platinum Rule - Treat others the way they want to be treated. Make the Connection - Develop genuine relationships so you can provide a "WOW" experience. See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized. Reason over Rules - Make decisions that are good for the person and good for Honor. Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs. WHAT WE ARE LOOKING FOR: Performs Teller and Member Specialist duties, including but not limited to, membership opening, loan requests, and cash handling, all while leading and acting as a subject manager expert to the Branch Team. Assists with motivating, mentoring, and developing the Branch Team to ensure exceptional service and operational efficiency. Helps communicate, update, and implement new processes and procedures for the Branch Teams, making recommendations for improvement as needed. Serves as a role model, embodying Honor's culture, with an emphasis on accountability and continued improvement. Safeguards the integrity of the Branch, ensuring policies and procedures are followed and the member center is operationally sound. Builds rapport with members to sustain long-term relationships and grow continued business, deepening all relationships. WHAT WE EXPECT FROM YOU: EDUCATION/CERTIFICATION: High School diploma or equivalent. Must be/or become registered as an MLO and have a Nationwide Licensing Number. EXPERIENCE REQUIRED: Three to five years of similar or related experience, including preparatory experience.. KNOWLEDGE/SKILLS/ABILITIES: Knowledge of company products and sales policies, and procedures. Must have a demonstrated ability to keep finances in order. Excellent communications and public relations skills. Well organized. Attentive to detail. Willingness to assist others. Strong typing abilities. Able to use PC, calculator, and office equipment. WHAT'S IN IT FOR YOU: Honor has excellent benefits for all full and part time team members. We offer: Medical with prescription coverage, Dental, and Vision. 401k employer contribution & matching program. Incentive eligible. Paid time off and paid holidays (including your birthday!). Paid community volunteer hours. Wellbeing spending account. Various discounts on credit union products and services for team members & their families. Additional perks included. ADDITIONAL REQUIREMENTS: This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all loan officers engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the credit union determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination. Apply for this Position
    $110k-185k yearly est. 2d ago
  • SBA Credit Risk Team Lead

    Valley Bank 4.4company rating

    Tampa, FL jobs

    The SBA Credit Risk Team Lead is responsible for all underwriting activities related to new and existing credit transactions with moderate to higher complexity including client diligence, structuring, and the required analysis and preparation of the underwriting package. They will also manage a team, focused on SBA 7a lending. Responsibilities include, but are not limited to: Proactively communicates with Loan Officers and assigned Credit Portfolio Managers during the underwriting, approval and portfolio management processes. Review and circulate credit packages and modifications for approval. Ensure packages are updated as required by approvers. Underwrite complex new loan requests and modifications. Coordinate with the assigned Commercial Loan Officers, Loan Officer Assistants and Direct Reports all activities required to complete a credit package. Completes performance evaluations, reviews and approves timecards and all other manager related activities for his/her direct reports. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority. Obtain, and monitor various loan portfolio reports such as Maturing Loans, Past-Due Loans, Annual Reviews and proactively assist lenders with requisite action plans. Assure that credits are accurately risk rated and credits are properly monitored and reported. Adhere and comply with all requirements of Regulation B Adverse Action Procedures -- Florida Division. Create and maintain current BSA Information. Adhere and comply with all requirements of watch list and EDD procedures. Manage and track covenants, borrowing bases, A-R Ageing, etc. for their accounts. Assist in preparation of quarterly CLMR reports. Advise Lenders on all matters related to the Bank's Credit Policy and related Procedures/Forms. As time allows conduct annual site visits, attend loan closings and other tasks required to support assigned lenders. Required Skills: Knowledge of SBA 7a Underwriting Knowledge of credit underwriting, accounting and loan documentation with the ability to. Ability to effectively communicate credit concerns and formulate alternate loan structures to customers, business unit team leaders, department heads and senior management. Proficient computer skills using Microsoft Word, Excel and Outlook. Strong level of interpersonal and social skills needed to interact with loan officers, administrative staff and customers. Strong personal time management skills. Strong mathematical skills. Strong credit skills. Strong administrative skills. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions. Required Experience: High School Diploma or GED and a minimum of seven years of experience in a commercial lending environment in a credit-oriented and underwriting position. Bachelor's degree, completion of a formal credit training program, and prior supervisory experience is preferred. Full-time/Part-time Full-time FLSA Exempt Location(s). 405 N Westshore Blvd, Tampa, Florida 33609, United States 180 Fountain Pkwy N Suite 200, St Petersburg, Florida 33716, United States Total Rewards Summary We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process. Job Details Pay Range $110,600.00 - $195,700.00 / year Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions. undefined
    $45k-84k yearly est. 4d ago
  • Commercial Lines Team Lead - Raleigh or Pittsburgh

    First National Bank of Pennsylvania 3.7company rating

    Raleigh, NC jobs

    Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future. Insurance Team Lead Business Unit: INSA Reports to: Varies This position is primarily responsible for leading a team of Account Managers/Client Advocates/Account Executives (CL/EB/PL) including planning, coordinating and controlling activities of the service team to maintain and enhance customer relationships, meet organizational and operational objectives and ensure all processes and service levels are consistently achieved. The incumbent ensures both new and current staff members receive the necessary job training and have the necessary tools to maximize their effectiveness, provides day to day direction and addresses questions as needed. Primary Responsibilities: Services and retains an assigned book of business. Maintains assigned customer accounts and provides all services essential to high quality customer service which include collaboration with Sales and other Service/Support areas. Oversees activities of the Service Department and assures the smooth operation of the department when responding to internal and external requests. Monitors and reviews the consistent and timely delivery of proposals, policies, endorsements, invoices, audits, cancellations and correspondence to clients. Assists in the determination of the appropriate level of service for each client and ensures these levels of service are delivered in a consistent manner. Works with internal partners, operations, staff and producers to improve client satisfactions levels and service levels. Provides assistance to the internal team and is available to answer questions on procedures or coverage when necessary. Continually reviews policy and procedures manuals to ensure they reflect best practices in all areas. Manages the training of the service team to ensure they have the appropriate skills and tools necessary to ensure the highest level of client service including helping to prioritize and provide direction as needed. Conducts performance appraisals, provides on going coaching and development feedback and if needed, coordinates appropriate disciplinary measures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 7 Skills Required to Perform the Primary Responsibilities of this Position: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level BA or BS preferred. Experience in commercial lines property casualty operational or customer related insurance environment and TAM system. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Based on role, either Prop & Casualty or Life & Health required. Insurance designation preferred. Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $78k-148k yearly est. 2d ago
  • Commercial Team Lead II (HYBRID-Newport News, VA)

    Atlantic Union Bank 4.3company rating

    Newport News, VA jobs

    The Commercial Team Lead II is responsible for the overall performance and management of individual and team's borrowing and non-borrowing portfolio. Typical team will consist of 2-4 bankers, including self. The Team Lead is accountable for developing and implementing a business plan to grow the team's loan, deposit portfolio, while monitoring the portfolio to insure credit quality standards and procedures are met. The Team Lead will be continuing momentum developed by a cohesive, experienced and effective team while mentoring, coaching, and providing support to the group in its loan, deposit and fee income goals. It is expected that the Team Lead II will split time as a producer (70%) and coach (30%). Position Responsibilities Relationship Management (70%) Work closely with internal partners to facilitate the development of new business relationships as well as develop prospects through lead lists and Centers of Influence (COI). Responsible for retaining and expanding existing customer relationships. Develop and maintain a quality loan portfolio, obtaining deposits and cross-selling other Bank products and services along with building strong customer relationships. Maximize bank profitability through appropriate pricing of new loan originations, fee income, and cross selling of all bank products and services, including Treasury Services products. Prepare correspondence, commitment letters, loan memorandums and associated documents as required. Monitor loan portfolio and maintain updated financial information. Expand existing knowledge base of commercial and other products and services, including loan policy, documentation, structuring and regulatory requirements. Ensure the portfolio administration and risk management of each client relationship is in compliance with established credit policy, procedure and business strategy as well as commercial and regulatory guidelines. Identify and successfully capitalize on cross-sell opportunities and makes appropriate referrals. Execute a call program to develop new and existing customer relationships and to identify potential customers and develop prospect lists. Maintain pipeline of existing relationships and new prospects. Collect and maintain financial information on borrowers and interact with customers to ensure that all banking needs are being met. Provide financial advice to customers and profitably sell appropriate products and services to those prospects and clients. Work with Treasury staff to solicit treasury services and deposit accounts. Prepare correspondence, commitment letters, and loan memorandums and associated documents as required. Ensure that own work is in compliance with applicable policies, procedures, laws, regulations and guidelines. Participate in organizations and projects to establish referral contacts and Centers of Influence (COI) within the community. Other Duties as Assigned Leadership/Management (30%) Assist in mentoring teammates, to include credit analysis, financial spreading and underwriting. Regularly meets with team of bankers to ensure that individual goals and objectives are set, monitored and met in support of the Bank's strategic plan related to market penetration and production. Assist team to call on non-customers; negotiate transactions; cross sell the Bank's products and services; and obtain approval for new loan requests. Ensure timely and thorough monitoring of all credits in individual portfolio, as well as assigned team members portfolio's Provide timely response to requests for extension of credit by approving loans within established lending limit or make recommendations on loans requiring higher approval authority. Provide direct reports with proper tools and authority to execute their assigned functions. Develops skills of team through goal setting, coaching, problem resolution, delegation, training, counseling and performance management. Assist manager and works collaboratively with Human Resources to recommend staffing levels and approves personnel actions such as hiring, terminations, promotions, transfers, training and development of staff, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices. Accountable for the establishment and management of team's individual goals. Provide regular ongoing coaching and performance feedback to team. Coach team members to successfully navigate through the sales negotiation, underwriting, approval, documentation and closing processes. Organizational Relationship This position typically reports to a Commercial Group Leader, Market President or Regional President Position Qualifications Education & Experience Bachelor's degree in Business, Economics or Finance preferred, or equivalent banking experience Minimum of 7 years' experience as a commercial banker Previous leadership experience preferred Knowledge & Skills Strong credit skills evident Possesses excellent C&I lending and product knowledge and organization skills Ability to service and originate real estate and more challenging and complex C&I loans Ability to make knowledgeable loan decisions based on information supplied by the customer verified through a rigorous underwriting process, strong ability to structure loans Demonstrates effective problem solving and excellent collaboration and inter-personal communication skills Proven track record with sales and new business development in conjunction with exceeding sales goals. Ability to work well in a sales driven environment. Excellent organizational skills, initiative, dependability and ability to work with minimal direction Knowledge of applicable laws and regulatory compliance related to commercial lending Proficient computer skills with good working knowledge of Microsoft Office programs including Excel, Word and Outlook. Strong professional writing skills 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.
    $91k-146k yearly est. 2d ago
  • Financial Sales Contact Center Leader

    Compeer Financial 4.1company rating

    Lakeville, MN jobs

    Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit************************ This position offers a hybrid work option up to 50% remote and is based out of the Lakeville, MN; Sun Prairie, WI; or Bloomington, IL office location. The contributions you will make: This position is responsible for driving loan growth by leading a high-performing inside sales team that qualifies marketing leads, manages inbound and outbound calls, assists with incomplete online loan applications, and proactively engages both new and existing clients. The incumbent leverages these expertise in sales leadership, lending, and contact center operations to drive loan conversion, enhance client experiences, and support organizational growth targets. A typical day: Leadership and Team Management. Champions the brand; serves as a role-model for the vision, mission and values of the organization. Supports Compeer's strategic initiatives. Utilizes and reinforces the use of the Team Relationship Model. Keeps abreast of industry best practices. Identifies and executes efficient and effective practices that enhance the team's value. Recruits, selects, trains, evaluates, compensates, recognizes and motivates team members. Assigns and adjusts team member workload based on skill sets and priorities. Works with the team to solve problems and meet objectives. Promotes a client focused, team-based sales strategy to maximize results. Leads, coaches, and develops an inside sales team to achieve loan growth and conversion goals. Provides regular performance feedback and conduct call coaching sessions to ensure quality and compliance. Creates a motivating, accountable, and collaborative team environment. Sales and Lending Execution. Oversees team execution of inbound and outbound sales calls, online loan application follow-ups, and chat responses. Ensures accurate client needs assessment and alignment with lending products. Serves as a subject matter expert on loan products, processes, and compliance requirements. Acts as a resource for escalated client situations requiring both sales skill and lending expertise. Assesses Inside Sales potential and sets goals in alignment with Compeer goals. Monitors progress toward goals and objectives for areas of responsibility. Develops and executes inside sales and marketing strategies and plans. Coordinates team resources and determines areas of priority. Call Center Operations. Monitors call center performance, ensuring service levels, first response times, and follow-up standards are met. Optimizes call routing, scheduling, and resource allocation to maximize efficiency. Tracks and analyzes call and lead activity to identify opportunities for improved productivity. Performance Management and Reporting. Tracks and reports on KPIs including call volume, call completion rate, lead conversion, loan applications, and closed loan volume. Collaborates with lending operations and sales leadership to align pipeline management with organizational goals. Recommends and implement strategies to improve team efficiency, loan conversion, and client satisfaction Process and Continuous Improvement. Ensures adherence to sales processes, compliance standards, and CRM best practices. Partners with marketing, product, and lending operations teams to refine lead management and loan application processes. Drives continuous improvement initiatives for both client experience and sales effectiveness The skills and experience we prefer you have: Bachelor's degree in business administration, finance, economics, agribusiness or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. Direct experience in lending products and loan processes (e.g., consumer, ag, or commercial lending). Minimum 7 years of experience in sales including customer relationship preferably in financial services or lending. Minimum three years of contact center management experience required. Proven track record of achieving and exceeding sales and loan conversion targets. Strong communication, coaching, and leadership skills. Deep understanding of contact center metrics and sales KPIs. Client-focused with ability to balance sales performance and service excellence. Proficiency in CRM and call center systems. Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit. In-depth understanding of the sales process. Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization. Skill in developing and maintaining interpersonal relationships. Strong problem solving, decision making and organizational skills. Strong computer skills, including MS Office applications. Advanced knowledge of sales and sales management techniques. Working knowledge of the agriculture industry. Working knowledge of Core lines of business. Skill in organizing and planning. Skill in delegating tasks and responsibilities. Valid driver's license. #IND200 How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$82,400-$124,500 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.
    $36k-52k yearly est. 2d ago
  • Commercial Lines Team Lead - Raleigh or Pittsburgh

    First National Bank of Pennsylvania 3.7company rating

    Pittsburgh, PA jobs

    Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future. Insurance Team Lead Business Unit: INSA Reports to: Varies This position is primarily responsible for leading a team of Account Managers/Client Advocates/Account Executives (CL/EB/PL) including planning, coordinating and controlling activities of the service team to maintain and enhance customer relationships, meet organizational and operational objectives and ensure all processes and service levels are consistently achieved. The incumbent ensures both new and current staff members receive the necessary job training and have the necessary tools to maximize their effectiveness, provides day to day direction and addresses questions as needed. Primary Responsibilities: Services and retains an assigned book of business. Maintains assigned customer accounts and provides all services essential to high quality customer service which include collaboration with Sales and other Service/Support areas. Oversees activities of the Service Department and assures the smooth operation of the department when responding to internal and external requests. Monitors and reviews the consistent and timely delivery of proposals, policies, endorsements, invoices, audits, cancellations and correspondence to clients. Assists in the determination of the appropriate level of service for each client and ensures these levels of service are delivered in a consistent manner. Works with internal partners, operations, staff and producers to improve client satisfactions levels and service levels. Provides assistance to the internal team and is available to answer questions on procedures or coverage when necessary. Continually reviews policy and procedures manuals to ensure they reflect best practices in all areas. Manages the training of the service team to ensure they have the appropriate skills and tools necessary to ensure the highest level of client service including helping to prioritize and provide direction as needed. Conducts performance appraisals, provides on going coaching and development feedback and if needed, coordinates appropriate disciplinary measures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 7 Skills Required to Perform the Primary Responsibilities of this Position: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level BA or BS preferred. Experience in commercial lines property casualty operational or customer related insurance environment and TAM system. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Based on role, either Prop & Casualty or Life & Health required. Insurance designation preferred. Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $51k-98k yearly est. 2d ago
  • Mortgage Loss Mitigation Team Lead

    Cathay Bank-Headquarters 4.4company rating

    El Monte, CA jobs

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Responsible for daily foreclosure, bankruptcy and litigation activity, which includes working with bank attorneys, borrowers, and third parties. Collection of residential mortgages, and Home Equity Lines of Credit minimizing potential losses on delinquent loans. In compliance with Fair Debt Collections Practices Act (FDCPA) and other regulations, initiate outbound loss mitigation efforts to resolve delinquency or assist the borrower with options available to bring the account current. Analyze customers' situations and collateral risks to present alternative solutions such as forbearance plans, repayment plans, payment deferrals, pre-foreclosure/short sales, and deed in lieu. Submission, tracking and reconciling of late-stage delinquent loans, including recommendation for foreclosure when appropriate. Provide technical and procedural support and direction to Mortgage Loss Mitigation team members. ESSENTIAL FUNCTIONS Manage late-stage delinquent loan inbound, outbound, and follow-up calls with borrowers to ensure quick and effective solutions are provided to each borrower. Counsel and guide customers to achieve workout alternates based on their circumstances. Comply with the FDCPA and other local and federal regulations. Adhere to Cathay Bank's policies and procedures. Review Borrower Response Packages for assistance to determine if they are complete and perform pre-underwritten review of documents provided. Contact delinquent borrowers to review approved loss mitigation options as well as preparation of letters for approval, missing documents, and notice of action taken. Collaborate with the manager on recommended pre-foreclosure reviews as well as participate in monthly management meetings. Prepare foreclosure files for set-up on the core collection system. Provide attorney with accurate foreclosure figures, including reinstatement figures which will be provided to external parties by the attorney. In addition, provide the attorney with accurately executed documents as requested. Responsible for bankruptcy filing reviews, preparing transmittals to attorneys, and servicing or further legal actions. Assist with training new hires, as needed. Assist in processing successor in interest, short sales, seed in lieu, or any other legal issues. Prepare monthly reporting, including delinquency, foreclosure, bankruptcy and other activities. Assist in preparation of risk rating and accrual recommendations. Provide assistance and guidance to Mortgage Loss Mitigation Team members. Meet department standards as they relate to daily productivity metrics. Performs additional projects and duties as assigned by management. QUALIFICATIONS Education: High school diploma or equivalent. 3-year experience in mortgage loss mitigation, foreclosure, and bankruptcy processing. Understanding of debt collections in any stage of delinquency. Familiarity with financial statements, tax returns, credit reports, home appraisals, title searches and other documents used to evaluate a pre-foreclosure remedy. Strong analytical, problem solving and mathematical skills. Proficient in Microsoft Word, Outlook, Access and Excel with a minimum level of Intermediate. Skills/Ability: Strong organizing and problem-solving skills; good written and verbal communication skills; must be able to adapt well in a fast-paced and constantly changing business environment; PC proficiency; demonstrated ability to work in a team-oriented environment and provide good customer service. Bilingual English/Chinese is a plus. OTHER DETAILS $33.65 - $43.27 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $33.7-43.3 hourly 4d ago

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