Honkamp Krueger & Co. jobs in Dubuque, IA - 5032 jobs
Accounting Manager
Honkamp 3.6
Honkamp job in Dubuque, IA
Who We Are: Honkamp, P.C. is a Top 10 Midwest CPA and business advisory group (Accounting Today, 2025). We add value for our clients by providing forward-thinking, effective and timely services and solutions. Inside our firm, the collaborative, people-focused culture encourages mutual respect, open communication and ongoing learning. Honkamp fosters innovation, diversity, ethics, and integrity to strengthen our organization and our people, and to respond to our clients' needs. With our wide range of services and clients, you'll work on projects that matter as part of the Honkamp team.
A Typical Day in the Life:
As an accounting manager, you will lead a team of accounting professionals, providing guidance and support in day-to-day activities. You will also develop and maintain client relationships.
Responsibilities may include:
Ensuring timely and accurate completion of client engagements
Reviewing financial statements, ensuring accuracy and compliance with regulatory requirements
Staying updated on industry trends and best practices
If you have background in public accounting and are ready to advance your career, this position may be for you!
Qualifications:
Bachelor's degree in accounting; CPA preferred
5+ years of related accounting experience
Proficiency in accounting software (QuickBooks, Accounting CS) and the ability to learn new software
Strong analytical skills with the ability to solve complex issues
Excellent communication and interpersonal skills; with the ability to build rapport with clients and team members
Top Benefits and Perks:
As an accounting manager, you'll enjoy:
Competitive Compensation
Benefits package that includes health/dental/vision insurance
401(k)
Paid time off and paid holidays
Flexible schedules and summer Fridays
EOE
$77k-100k yearly est. Auto-Apply 60d+ ago
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Tax Manager
Honkamp Krueger & Co., P.C 3.6
Honkamp Krueger & Co., P.C job in Dubuque, IA
Who We Are: Honkamp, P.C. is a Top 10 Midwest CPA and business advisory group (Accounting Today, 2025). We add value for our clients by providing forward-thinking, effective and timely services and solutions. Inside our firm, the collaborative, people-focused culture encourages mutual respect, open communication and ongoing learning. Honkamp fosters innovation, diversity, ethics, and integrity to strengthen our organization and our people, and to respond to our clients' needs. With our wide range of services and clients, you'll work on projects that matter as part of the Honkamp team.
A Typical Day in the Life:
As a tax manager, you will be responsible for managing a team of tax professionals, providing oversight on tax compliance and maintaining client relationships.
Responsibilities may include:
* Lead, mentor, and empower staff through training, onboarding, and workload management
* Review all levels of tax returns and contribute to preparation as needed
* Manage client relationships and act as tax lead, overseeing tax return reviews and providing technical expertise in specialized areas
* Develop and deliver training programs, technical content, and authoritative tax guidance
* Stay current on tax law developments, represent the firm in IRS/audit matters, and contribute to thought leadership (e.g., external articles, tax guidance)
* Drive process improvements, peer review initiatives, and adoption of new technologies
* Support business development efforts by identifying value-added services and assisting with sales initiatives including Tax Gap Reviews
* Oversee administrative functions such as deadline tracking, extensions, and tax software configuration
If you have tax experience, strong leadership skills, and are committed to delivering top-quality service to our clients, this position may be for you!
Qualifications:
* Bachelor's degree in accounting or related field required
* CPA or other applicable certification(s) required
* 7+ years of public accounting experience in tax preparation and review
* Demonstrated expertise in at least one tax type (business or individual); working knowledge of others
* Advanced knowledge of Microsoft Office Programs (Excel and Word)
* Strong ability to interpret tax documentation and regulations
* Excellent communication and analytical skills
* Keen attention to detail
Top Benefits and Perks:
As a tax manager, you'll enjoy:
* Competitive Compensation
* Benefits package that includes health/dental/vision insurance
* 401(k)
* Paid time off and paid holidays
* Flexible schedules and summer Fridays
EOE
$70k-93k yearly est. 60d+ ago
Team Lead- Mortgage
Midland States Bank 4.0
Saint Louis, MO job
Team Lead- Mortgage Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions.
For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.
Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel.
You might say we're unlike any other bank.
And you'd be right."
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Position Summary
This position performs a wide range of duties relating to the origination of residential mortgage loans for branch offices and outside referrals. Meet standards and objectives defined by management for personal mortgage loan sales and cross-selling objectives. Assume overall responsibility for the residential mortgage loan from application to closing on personal production. In addition, responsible for overall production of the team and the day-to-day management of each Loan Originator (LO). Effectively partner with fulfillment Operations to drive closed volume. This position is a leadership role.
Primary Accountabilities
People
Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment.
Coaches, develops, and conducts performance management activities with direct and indirect reports.
Identifies high-potential employees for advanced training and development opportunities.
Effectively manages poor performers.
Manages a team of at least 1 Mortgage Loan Originator (MLO) or Jr. Mortgage Loan Originator.
Relationship Management and Sales Development
Develops and nurtures relationships with referral sources to generate new business opportunities.
Cultivates a sales-focused culture within the team and contributes to the development of effective marketing strategies.
Fosters a culture of compliance and ethical sales practices.
Ability to generate annual production in excess of $20 million.
Manages personal and team production to achieve monthly production goals.
Holds business plan reviews with sales team.
Builds strategic and tactical plans for driving volume growth in assigned area.
Participates in sales calls with Loan Originator's.
Identifies opportunities for improvement in systems and procedures to enhance efficiency.
Accountable for verifying all loan originators are in compliance with state and federal regulation, as well as policies and procedures set by the bank.
Monitors quality levels of loan originators to insure adherence to standards.
Serves as an intermediary for loan issues with processing, manager and underwriting manager.
Provides support at bank sponsored events.
Other
The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.
Position Qualifications
Education/Experience:
Bachelor's degree in business, finance, real estate, or related field.
Minimum of 3 years of experience leading teams with demonstrated success coaching and motivating team members.
5 years' experience in real estate/mortgage sales required.
NMLS State License or Federal NMLS Registration.
Strong entrepreneurial and business development/sales experience/skills.
Knowledge of FHA, FNMA and FHLMS underwriting guidelines.
Subject matter expert in mortgage compliance regulations.
Business acumen and judgment- bank mortgage products, policies, and procedures.
Needs analysis skills - analyzing information regarding customer income/debts, etc. Interpersonal/Persuasive/Influencing and negotiation skills.
In-depth knowledge of conventional, government, and portfolio guidelines.
Knowledge of residential mortgage processing, underwriting, and closing procedures.
Knowledge of federal lending regulations governing real estate lending.
Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence.
Excellent organizational and time management skills.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Competencies:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
PI73265c4ef750-37***********9
$86k-136k yearly est. 5d ago
Office Manager
Equity Lifestyle Properties, Inc. 4.3
Sturgeon Bay, WI job
Join our team in the heart of Door County and help facilitate amazing experiences for our guests! As the Office Manager at our beautiful seasonal campground, you'll be a key player in keeping everything running smoothly. You'll lead daily office operations, support the Property Manager, and make sure every visitor leaves with great memories and plans to return.
Key Responsibilities:
· Oversee all front office operations, ensuring efficient daily workflows and exceptional guest service.
· Act as the primary point of contact for daily and seasonal campers-responding to inquiries, taking reservations, and resolving issues promptly both in-person and over the phone.
· Support the Property Manager with administrative duties such as scheduling, reporting, and ensuring corporate compliance.
· Handle financial tasks, including processing payments, deposits, and regular cash handling and balancing.
· Maintain organized records and seasonal camper files, keeping documents current and compliant with corporate and campground policies.
· Assist with seasonal site sales by contacting leads, managing waitlists, and coordinating with prospective campers.
· Communicate and coordinate with vendors, contractors, and service providers to ensure timely delivery of goods and services.
· Collaborate closely with the Park Manager to address guest feedback, identify process improvements, and deliver outstanding campground experiences.
· Maintain a welcoming office environment that reflects our values of hospitality, efficiency, and professionalism.
What We're Looking For:
· High school diploma or GED required, additional education in business, hospitality, or recreation management a plus.
· At least 1-2 years of experience in customer service, administrative support, or hospitality.
· Strong communication and interpersonal skills with a friendly, professional demeanor.
· Excellent organization, time management, and attention to detail.
· Proficiency with computers, reservation systems, and office software (training provided).
· Ability to multitask in a fast-paced, guest-focused environment.
· A team-oriented spirit and a genuine love for camping are a plus!
Why You'll Love It Here:
· Be part of a close-knit, upbeat seasonal team that values community and customer satisfaction.
· Enjoy working in one of Wisconsin's most scenic summer destinations.
· Gain valuable experience in both hospitality management and administrative.
$42k-56k yearly est. 4d ago
Sales Assistant - Commercial Services
Midland States Bank 4.0
Saint Louis, MO job
Sales Assistant - Commercial Services Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions.
For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.
Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel.
You might say we're unlike any other bank.
And you'd be right."
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Sales Assistant - Commercial Services
Southern, IL or St. Louis, MO Region
Salary Range: $20.00 - $23.27 an hour
Position Summary
The Sales Assistant-Commercial Services focuses on assisting Commercial Services Relationship Managers with the maintenance of existing clients and aids in the acquisition of new clients through proposal and document generation, etc. This position is responsible for maintaining and administering existing account services and searching for opportunities to expand existing relationships. This position is an individual contributor role, and works independently with a moderate amount of supervision from Relationship Managers, Team Leaders, and Sales Managers.
Primary Accountabilities
Completes account maintenance requests and ensures proper authorization for Operations or Support representatives.
Collaborates with Commercial Services Support and Treasury Management Ops teams to provide assistance to current clients with Commercial Service products.
Prepares documentation for new and existing business accounts, ensuring accurate processing within the system.
Ensures all required documentation for business accounts are properly executed, scanned, and indexed within Synergy.
Processes daily overdraft reports for Commercial Services Relationship Managers.
Tracks and responds to all Pricing and Risk Ticklers, ensuring timely processing and resolution.
Resolves operational problems reported by customers in a timely manner.
Works with Credit to establish and maintain current risks and limits for Commercial Services Products.
Prepares and executes agreements, implementation documentation, and processes/procedures to establish new customers on our systems.
Orders Remote Deposit Capture scanners on client's behalf.
Gathers background information for potential prospective customers to provide to Commercial Services Relationship Manager(s) when requested.
Records all relevant customer interaction and requests in Salesforce.
Reviews business accounts in a dormant or pre-dormant status and reaches out to clients to follow the dormant status removal process.
Collaborates with Service and Operations teams, Product Management, and Relationship Managers to address and resolve consistent issues.
Reviews monthly Account Analysis Statements for accuracy of pricing and fee application for current clients.
Processes debit card requests for new and existing clients in collaboration with Support and Operations.
Assists in providing bank statements and account analysis statements to internal and external clients.
Serves as a liaison with Retail to enroll new and existing clients into Commercial Services and products.
Collaborates with Operations and Support to process check orders for new and existing clients.
The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.
Position Qualifications
Education/Experience:
Associate degree in business or a related field.
2 years of financial services experience.
2 years of bank operations experience.
Experience in treasury management strongly preferred.
Strong oral, written, and interpersonal communication skills.
Strong organization and time management skills.
Strong attention to detail.
Ability to work independently and as part of a team.
Competencies:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
THIS DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Compensation details: 20-23.27 Hourly Wage
PI76f05b446d5a-37***********4
$20-23.3 hourly 2d ago
Client Relationship Specialist - Appleton, WI (Hiring Immediately)
Charles Schwab 4.8
Appleton, WI job
Regular
Your opportunity
At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. Youll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isnt required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
To read more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
Whats in it for you
At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$56k-70k yearly est. 2d ago
IT Business Analyst Internship
Northwestern Mutual 4.5
Milwaukee, WI job
Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation and distribution. With more than $217 billion in assets, $26 billion in revenues and more than $1.5 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.2 million clients. For the seventh consecutive year, Northwestern Mutual has also been recognized among the “Best Places to Work in IT” as a top workplace for information technology (IT) professionals, according to IDG's Computerworld, the leading source of technology news and information for IT influencers worldwide. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and enhancing the engagement of those who bring their unique perspectives, ideas, and beliefs. At Northwestern Mutual, people matter. And you'll be working for a company that's consistently voted among the “most admired” in the nation. We invite you to explore your career interests with us.
Job Description
Interns may be involved in providing day-to-day support as needed including problem resolution, metrics reporting, documentation, project assistance and various other activities including attending and participating in various meetings as part of the team. Responsibilities of the intern may include:
• Meeting with internal business partners to capture requirements or current/future state process descriptions, and delivering relevant documentation
• Communicating and coordinating with field offices contacts, general contractors, vendors, and/ or other Home Office business and technology teams, to analyze/document items such as (1) processes to be improved, (2) requirements to be implemented, and/or (3) problems to be explored/resolved
Qualifications
Active student pursuing a Bachelor's or Master's degree in Computer Science, Computer Engineering, Management Information Systems or related field. A cumulative grade point average of 3.0 or higher with a minimum of 6-9 credits in Computer Science or Management Information Systems courses.
Additional Information
SKILLS AND COMPETENCIES REQUIRED FOR POSITION
• Excellent verbal and written communication (including meeting scheduling/facilitation), analytical and problem- solving skills, time management and customer service skills
• Proficiency with Microsoft Windows, Microsoft Office tools (VISIO and SQL experience is a plus)
• Previous work or classroom experience in one of the following: requirements gathering, functional analysis, training or database querying
• Ability to organize projects involving participants from multiple internal departments
• Ability to multi-task
• Knowledge of SharePoint administration is a plus
$46k-56k yearly est. 60d+ ago
Director, Financial Reporting and Accounting
Midland States Bank 4.0
OFallon, MO job
Director, Financial Reporting and Accounting Time Type: Full time At Midland, we're proud to be a little different. You can see it in our bright orange signs-but there's more to it than that. With our heartfelt and personalized approach, we're focused on meeting every customer's needs with the brightest solutions.
For more than 140 years, we've learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking.
We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all.
Our humble ambition keeps us growing, giving back, and looking ahead. We're innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel.
You might say we're unlike any other bank.
And you'd be right."
At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.
Salary Range: $125,000-$190,000/annually
Position Summary
This position is a key member of the accounting team and the finance group as a whole. The Director - Financial Reporting & Accounting provides oversight and management of internal and external reporting, analyzes and implements new accounting policies and standards as required, monitors and updates existing accounting policies as the Company's business changes, and oversees accounting operations functions.
Primary Accountabilities
People
Manages a team of professionals in a customer-centric culture to excel in a fast-paced environment.
Coaches, develops, and conducts performance management activities with direct and indirect reports.
Identifies high-potential employees for advanced training and development opportunities.
Effectively manages poor performers.
Job Specific
Supports the Chief Accounting Officer in managing external financial reporting, including preparation and review of the annual report, quarterly earnings releases, bank regulatory reports and legal entity regulatory financial reports.
Prepares initial drafts of financial statements to be included in Form 10-Qs and Form 10-K, including footnotes and Management's Discussion and Analysis (MD&A).
Administers and supervises the annual and quarterly preparation process conducted by other accounting personnel.
Supports the finance team in the review of footnote documentation and MD&A information.
Performs a detailed review of the quarterly call report and Federal Reserve reports.
Supports the finance team in the preparation of monthly and quarterly financial reporting packages for management, the audit committee and the board of directors.
Addresses inquiries from internal and external auditors, providing documentation that supports their needs.
Plans, organizes and coordinates all activities of the general accounting function for the Corporation to ensure accurate and timely recording of accounting entries.
Administers and supervises the month-end close process.
Is responsible for ensuring the accuracy and adequacy of internal control documentation required for enterprise risk management.
Maintains a process to ensure that all balance sheet and internal DDA accounts are reconciled on a periodic basis.
Is responsible for completing annual goodwill and intangible asset impairment assessments.
Stays current with new accounting and financial reporting guidance issued by the FASB, SEC and IASB when applicable.
Other
The role requires occasional travel for training and team meetings, and willingness to travel periodically to locations within market as needed.
May require work in a Midland office to ensure collaboration and support of internal and external customers.
Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
Other duties as assigned.
Position Qualifications
Education/Experience:
Bachelor's degree in accounting.
10+ years of experience with a financial services, multi-company organization.
CPA preferred.
Over seven years of significant bank accounting experience, including SEC reporting/public company experience.
Working knowledge of GAAP accounting issues as they relate to the banking industry.
Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence.
Excellent organizational and time management skills.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
Competencies:
Business insight
Cultivates innovation
Drives results
Makes sound decisions
Being a brand champion
Collaborates
Communicates effectively
Customer focus
Being Authentic
Emotional Intelligence
Self development
Being flexible and adaptable
At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.
If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at ****************.
Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Compensation details: 125000-190000 Yearly Salary
PIa43ce6f761b2-37***********4
$125k-190k yearly 8d ago
Internship - Investment Banking Analyst, Chicago, IL and Milwaukee, WI (Summer 2027)
Robert W. Baird & Co. Incorporated 4.7
Milwaukee, WI job
High-profile deals, major growth, the right people behind you. Grow far at Baird. Baird offers a different kind of start to a career in investment banking, built on high-performing teams and a culture that supports your growth. Here, you'll build skills through real transactions, close collaboration with peers and mentors, and a culture focused on shared success.
Internship Location, Availability and Hours:
Located in our Milwaukee and Chicago offices interns must be flexible to work full time during the summer, significant hours are required.
What You'll Do:
Learn by doing and be trusted with meaningful work from the jump
* Play an integral role on investment banking teams, providing analytical support primarily for sell-side mergers and acquisitions, as well as occasional buy-side mandates, public equity offerings, and other financial advisory services for clients.
* Assist in the preparation of company valuations, financial models, perform research and various analyses in support of new business generation.
* Hone your skills by working closely with senior bankers and client senior management on a variety of transactions.
* Support primarily on domestic and cross-border M&A transactions, with clients including Fortune 1000 companies, private equity groups, and founder-run businesses.
What You'll Gain
The kind of environment that turns early talent into lasting careers
* Gain relevant experience in all areas of a transaction, from preparation of marketing materials to facilitation of due diligence.
* Unique culture that values diverse backgrounds and perspectives while emphasizing respectful teamwork and a strong sense of partnership.
* Achieve professional development and advance your career through lean deal teams which provide greater responsibility and daily interaction with senior bankers.
What It Takes:
We're looking for people that want to go far, and go together
* Current enrollment in a Bachelor's degree program required with a graduation date of December 2027 or Spring 2028
* A full-time minimum 10-week commitment during the summer is required
* Proven interest in investment banking or other areas within the financial services industry is beneficial
* Possess a strong work ethic and a record for excellence
* Ability to function both within teams and self-directed tasks
* Superior intellect, demonstrated leadership ability, excellent verbal and written communication skills, attention to detail, and a commitment to excellence.
Compensation and Benefits:
* Base salary: $110,000 (pro-rated for summer program)
* Paid holidays
As part of our application process and to be considered for our Summer 2027 Analyst Internship program, you must complete the Suited assessment. Please click here to create an account and access the form. Your responses will be recorded as you select "Save" at the end of each section - there is no final "Submit" button. Your Baird application is not complete until you submit the Suited profile.
* Please reach out to ************************ if you have any questions
Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$110k yearly Easy Apply 1d ago
Commercial Banker Trainee
Dickinson Financial Corporation 4.4
Kansas City, MO job
The Commercial Banker Trainee is part of the Commercial Banker Development Program which will provide training in commercial credit, loan review, loan operations, and commercial lending through shadowing a commercial lender.
Responsibilities
Within the Commercial Credit Department, the Commercial Banker Trainee will receive training and then be able to perform the following tasks:
Financial statement spreads.
Financial analysis of commercial loans (both real estate and commercial and industrial).
Prepare well-written financial analysis of loans for presentation to loan officers and/or loan committee.
Complete financial analysis reports that are completed in a quality manner and within service timeline expectations.
Effective communicator with lending officers, supervisors, and co-workers to provide for effective follow up on credit reviews.
Other special projects or other tasks as required by supervisor/manager.
Within the Loan Review Department, the Commercial Banker Trainee will receive on-the-job training and then will be able to perform the following tasks:
Review commercial credits to determine whether any change in risk rating should be made.
Prepare written reports of loan review findings.
Present to Loan Review Department supervisors on the findings during a specific commercial loan review.
Within the Loan Officer shadowing process, the Commercial Banker Trainee will be able to perform the following tasks:
Assist the loan officer with creation of the Credit Approval Submission (CAS) document for loan approvals.
Assist the loan officer with borrower contact in obtaining financial information and other required loan documentation.
Conduct property inspections of collateral securing commercial loans.
Participate in loan meetings with borrowers and the Commercial Loan Officer.
Ability to apply skills toward effective financial analysis of borrower's financial statements, cash flow analysis, and analysis of commercial credit.
The individual will be able to perform credit analysis of noncomplex credits with the expectation that progress will be made toward more complex credit analysis after fulfilling the minimum job responsibilities.
The individual will be able to apply Bank Credit Underwriting standards to other functions including loan review and loan origination.
The expectations will coincide with the Commercial Banker Trainee's level of experience and after training programs
Understand, communicate, and instill the Company's mission, vision, and values (Pillars of Success).
Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
Working at the worksite during regular business hours and/or assigned hours.
Other specified duties as assigned.
$42k-58k yearly est. 1d ago
Vice President of Manufacturing Operations, Energy Solutions & Services
Eaton Corporation 4.7
Waukesha, WI job
** Reporting to the President of Energy Services and Solutions Group, the Vice President of Operations will lead Manufacturing, Continuous Improvement, and Industry 4.0 Initiatives. You will develop and execute short and long-term plans to achieve the key operational objectives and annual profit plan for the business, impacting nearly $4.6B revenue. You will have the opportunity to lead 5 divisions including 15 manufacturing plants cross the US and Mexico with a focus on business growth, technological transformation, and delivering an exceptional customer experience.
**Essential Functions:**
+ Develop and lead initiatives in alignment with the strategic plan and annual profit plan objectives to drive operational performance and financial results.
+ Establish objectives and track key performance indicators across the organization. Ensure prompt and accurate reporting systems on all aspects of operations, leveraging EPM and Balanced Score Card.
+ Drive the manufacturing strategy for the Group and divisions optimizing capacity utilization through footprint strategy for sites and key manufacturing technologies
+ Proactively champion Operations focused on Environmental, Health & Safety (EHS), driving a zero-incident culture.
+ Lead and support implementation of the Operating for Growth (O4G) transformation for the Manufacturing/OPEX workstream. Partner cross functionally with transformation teams to support Group sites evolving to cost centers
+ Create a culture of exceeding customer expectations, ensuring that the organization is highly responsive to customer needs and issues.
+ Continuously improve operations through alignment with the Eaton Business System with a strong focus on driving a Lean Culture, drive technology enablement and I-4.0 strategy, implementation, and execution.
+ Drive change through improved organizational capability, ensuring motivation and retention of a high-performance management team and workforce.
+ Demonstrate a leadership style that perpetuates the Eaton Leadership Model and the Eaton Code of Ethics.
**Qualifications and Experience**
+ Bachelor's degree required; MBA preferred.
+ 15+ years' experience with progressive levels of responsibility in Manufacturing, Supply Chain, OPEX for a global manufacturing leader in a similar scope/scale role.
+ Plant manager and multi-site management experience
+ Demonstrated success in driving zero incident culture, with employee ownership of EHS.
+ Knowledge and experience with multiple ERPs and conversions preferred.
+ Proven track record in building high performance teams, leading cross-functionally, developing and retaining employees, and driving organizational change.
+ Knowledge of current technologies in manufacturing (assembly and fabrication), engineering, materials management/inventory control, distribution and logistics, purchasing, quality assurance systems processes and practices.
+ Strong financial and business acumen; prior profit and loss responsibility required.
+ Track record of successful leadership, performance results, organizational development, and operational improvement.
The expected annual salary range for this role is $236,997.00 - $ 347,595.60 a year. This position is also eligible for a variable compensation compenent.
Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations.
The application window for this position is anticipated to close on 8/13/2026.
We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.
Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws.
You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.
To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number.
We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here (********************************************* for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
$237k-347.6k yearly 60d+ ago
Loan Documentation Processor
Wells Fargo Bank 4.6
Des Moines, IA job
About this role:
Wells Fargo is seeking a Loan Documentation Processor in Home Lending as part of Consumer lending at wellsfargojobs.com.
In this role, you will:
Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products
Perform loan documentation for moderately complex loans
Process and close for loan products
Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups
Receive direction from Loan Documentation supervisor and escalate non-routine questions
Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals
Interact with immediate Loan Documentation team and functional area on routine process
Required Qualifications:
2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Exposure to the Wells Fargo CORE origination system
Experience meeting high production and quality standards in a fast paced, development and production support environment
Good attention to detail and accuracy skills
Good verbal, written, and interpersonal communication skills
Knowledge and understanding of loan processing, loan document preparation or loan document post-closing review
Ability to gather, organize and interpret data
Job Expectations:
This position is not eligible for Visa sponsorship
Work shift: Monday- Friday 8am-5pm
Hybrid work schedule
Required location listed below. Relocation assistance is not available for this position
This position requires compliance with all mortgage regulatory requirements and Wells Fargo's compliance policies related to these requirements. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain instances
Location:
801 Walnut St Des Moines, IA 50309
Posting End Date:
30 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$30k-35k yearly est. 11d ago
Associate, Mortgage Fulfillment Operations
Pennymac 4.7
Saint Louis, MO job
PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day Pennymac is a dynamic and innovative mortgage lender committed to fostering the next generation of leaders.
Recent college graduates can ignite their career by joining a company that believes in investing in talent and providing opportunities for growth and development.
Associates in the Pennymac MFD Rotational Program will embark on a comprehensive development experience designed to expose them to various facets of the organization and industry.
Candidates who successfully join the program will have the opportunity to learn and develop within the mortgage fulfillment division (MFD) operations area of the business.
The Pennymac MFD Rotational Program begins with a specially designed training program focused on industry information, department functions, and foundational skills.
Participants then embark on four or five 6-month rotations.
The Pennymac MFD Rotational Program allows candidates to learn through real-world work experience; gain valuable knowledge and skill sets in a variety of operational areas.
Responsibilities will vary by assignment, but all rotations allow for opportunities to blend theory with practice and launch an exciting career in the financial services industry.
Locations: St.
Louis, MO; Carrollton, TX; Tampa, FL.
The MFD College Recruiting Program is designed to be a powerful launchpad for high-potential talent, offering a dynamic two-year rotational experience across key MFD departments.
Through hands-on training, immersive onboarding, and exposure to real-world operations, participants will build the skills and leadership mindset needed to thrive in our industry.
This program is more than a first job-it's a strategic pathway, guiding top candidates from entry-level roles through to Operations Manager, Assistant Vice President, and potentially Vice President, all within a 4-6 year timeframe.
The Assoc, MFD Rotational will: Engage in a structured 24 month rotational program across multiple Consumer Direct and TPO MFD operational departments, such as Base File, Title, Precision, Conditions, Eligibility, , Production Support, Mortgage Success Team (MST), Closing and Funding Develop a foundational understanding of the mortgage loan lifecycle, industry terminology, and the significance of compliance and timeliness Prepare and review initial loan disclosures (RESPA, TILA, TRID), order appraisals, flood certificates, tax transcripts, homeowner's insurance, mortgage insurance, title insurance and written/verbal verifications of employment Review and analyze title abstracts and recorded documents-including deeds, liens, and UCC filings-to ensure accuracy and resolve discrepancies.
Investigate and resolve outstanding title issues, such as liens and judgments, to facilitate timely loan processing Review borrower income documentation to determine proper amounts to use in the underwriting of the loan file.
Work towards becoming income certified Interpret AUS (Automated Underwriting System) findings and Product Profiles to assess compliance with investor-specific condominium requirements Prepare closing documents including the balancing of the Initial and Final Closing Disclosure Manage a pipeline of loans within each rotational area while ensuring accuracy, efficiency, and prioritization of tasks Deliver exceptional service by responding to mortgage-related inquiries and resolving customer requests with professionalism and efficiency Conduct research to support timely and accurate resolution of customer concerns and ensure a positive borrower experience Collaborate with cross-functional teams to address business challenges, drive process improvements, and support organizational goals Perform data and documentation validation to ensure accuracy, consistency, and adherence to regulatory and company standards Demonstrate a commitment to continuous learning and development by embracing feedback and participating actively in training opportunities Uphold company culture and values by modeling professional behaviors and ethical standards What You'll Bring Recent 2025 Graduates.
Must graduate with a Bachelor's degree or Master's degree (no later than December 30, 2025) within 6 months of the program start date on Monday, January 12, 2026 Excellent communication and interpersonal abilities Ability to apply critical thinking Demonstrated ability to work independently and collaboratively Eagerness to learn, collaborate, and take on a variety of assignments Comfortable working within a fast-changing environment Moderate skills proficiency with Google Suite/ MS Office products Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships We value the hard work and dedication of our employees.
In addition to a competitive salary, positions may offer bonus opportunities.
To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $50,000 - $75,000 Work Model OFFICE
$50k-75k yearly Auto-Apply 30d ago
Business Continuity Planning & Disaster Recovery Analyst
Northwestern Mutual 4.5
Franklin, WI job
You and Northwestern Mutual. We believe relationships are built on trust. That our lives and our work matter. And we're much stronger together than we are apart. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.
Our business is about helping people secure their financial futures, and that starts with putting people first - our clients, our employees and our field representatives. Northwestern Mutual is known for financial strength. We're strong, innovative and growing. Come grow with us.
Job Description
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.
We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.
We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.
We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.
We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.
What's the role?
As Business Continuity Planning & Disaster Recovery Analyst, you will: maintain a foundation for enabling management of systems and data risk; monitor, measure and reporting on effectiveness and efficiency of information protection processes; assess information risks and noncompliance issues to aid in making appropriate investment decisions. You hold yourself to a high standard, proactively working to attain/enhance pertinent industry knowledge.
Additional details:
An experienced Business Continuity Planning & Disaster Recovery Analyst to join the CDX Disaster Recovery (DR) Team who will be expected to learn their processes to develop, maintain and exercise technology disaster recovery plans (ex. walk throughs, functional tests). Solid understanding of Business Continuity Planning and Disaster Recovery concepts required. Will work in a technical environment to collaborate with application support and infrastructure support teams to facilitate their disaster recovery testing. Ability to collaborate across business areas and strong communication skills (verbal and written) are required. Detailed documentation will be critical to the success of this role including completion of disaster recovery testing documentation and any discovered gaps.
Mandatory: Strong process driven mindset with ability to execute defined processes efficiently as well as drive continuous process improvement. Advanced user of SharePoint. Proficient user of LeanKit for daily planning and tracking of work via a kanban board. Ability to work independently based from a Kanban board of available work. Team player who is committed to the success of the team. Strong attention to detail.
Preferred: Proficient user of FrontLine Live (the application used to store Disaster Recovery plans and documentation).
Some off hour work may be needed to support functional disaster recovery testing of our infrastructure. Scheduling is unpredictable since times are set by the infrastructure teams.
Bring Your Best! What this role needs:
Bachelor's degree with an emphasis in MIS, Business or related field; or related work experience beyond the minimum required
Three or more years of experience in information systems or systems audit with a demonstrated knowledge in technologies and processes
Demonstrated flexibility to adjust to changing business needs by effectively managing and prioritizing concurrent assignments
Demonstrated ability to independently identify and resolve critical issues through effective problem solving skills
Strong ability to develop and leverage relationships;
Ability to effectively influence and negotiate with internal and external partners
Excellent communication skills focused on facilitation of meetings;
Ability to deliver informative, well-organized documentation and ability to effectively communicate in difficult and/or sensitive situations
Req ID: 15461
Position Type: Regular Full Time
Education Experience: Bachelor's Desired
Employment Experience: 3-5 years
Licenses/Certifications:
FLSA Status: Exempt
Posting Date: 07/17/2017
$77k-98k yearly est. 60d+ ago
Collections Specialist
Greenstate Credit Union 3.9
North Liberty, IA job
Analyze and determine factors causing individual accounts to be delinquent and/or overdrawn. Complete all necessary efforts to successfully resolve these factors through interaction with the account holders to minimize the potential for financial loss to the credit union. The ultimate objective of all collection activities will be to determine the cause and severity of an account's delinquent and/or overdrawn status, and to establish an appropriate course of action to remedy the situation.
GREENSTATE CULTURE:
At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.
Pay range for this hourly position is $29.17 - $34.11/hr with a progressive benefits package. This position is a hybrid eligible after 6 months of employment. With 3 onsite days at our headquarters in North Liberty.
Essential Duties and Responsibilities
ESSENTIAL DUTIES AND RESPONSIBILITIES:Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties andresponsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Reviews daily delinquency queues. Completes all necessary contacts on accounts via telephone, electronic, and written correspondence. Confers with members to determine the reason for delinquency on past due or overdrawn accounts, and to arrange an appropriate course of action to resolve the full delinquency. Contacts co-makers, co-borrowers and guarantors. Maintains and updates member records. Documents all communications and all collection activity. Performs skip-tracing duties as required and directed. Processes all accepted payment methods from members and authorized parties to delinquent accounts, ensuring attention to detail and accurate application of funds. Thoroughly works all delinquent accounts, ensuring all appropriate efforts are exhausted. Makes recommendations for accounts to be reviewed for repossession, foreclosure or charge off review. Assists with member escalations when necessary. Manages and maintains positive relationships with members and drives resolution to service delays and quality issues. Expedite, confirm, and follow up to ensure services are completed correctly for our members. Initiates workflow for review of modification, TDR, workout, deferment requests. Assists with departmental and/or branch training or job shadowing. Refers members to financial counseling resources when necessary. Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events, on an annual basis. Performs any other duties as assigned.
Job Requirements/Expectations
High School Diploma or GED. Minimum of three years of call center experience, with two of those years in a collections role. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand. At times length of working day can be unpredictable, must be willing and able to work early and/or stay late with short notice. Ability and desire to interact with co-workers to develop positive and effective working relationships in all areas of Credit Union services. Strong interpersonal and persuasive skills to represent the Credit Union in a positive way during periods of stressful member contact. Interpersonal skills necessary to gather data from several sources and to represent positively the Credit Union during such contact. Ability to prioritize assignments and organize work efficiently, to handle large volumes of details. Ability to work independently. Accuracy and attention to detail required. Ability to operate related computer applications and office equipment. Must be bondable.
Reporting Relationship
Reports to the Collections Supervisor.
Supervisory Responsibilities
This position is not responsible for the supervision of others.
Equal Opportunity Employment Statement
GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID
$29.2-34.1 hourly Auto-Apply 27d ago
Sales and Marketing Director
Oakwood Village 3.8
Madison, WI job
MISSION STATEMENT
We are Called to serve a thriving community of seniors that live with dignity, connection and purpose.
CORE VALUES
Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values:
Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another.
Faith: We have a commitment to remain true to the vision and mission of Oakwood.
Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all.
Integrity: We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers.
Dedication: We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community.
ESSENTIAL RESPONSIBILITIES (including but not limited to) for the Sales and Marketing Director:
Sales Leadership & Census Management
Drive occupancy and census growth across Independent Living, Assisted Living, and Memory care.
Oversee, coach, and support a five-person sales team responsible for managing the full sales pipeline-from inquiry to waitlist to closing.
Serve as a working manager, actively participating in sales efforts and providing backup coverage for counselors as needed.
Monitor and analyze sales metrics, forecasting, and conversion rates, adjusting strategies to ensure targets are met.
Oversee and participate in the management of the community waitlist, ensuring timely communication and accurate tracking.
Act as the first point of contact for contract-related questions from prospective residents, current residents, and staff members, ensuring clarity, consistency, and compliance with organizational standards.
Support major sales initiatives, including the lease-up of new builds.
Marketing & Outreach
Oversee execution of social media, event promotion, and on-the-ground marketing activities.
Partner with the CMO on advertising, campaigns, content development, and reporting.
Gather sales team insights to inform messaging and marketing initiatives.
Represent the organization at community events, outreach activities, and networking opportunities.
Collaboration & Leadership
Partner closely with the CMO and other campus leaders to align census strategies with organizational goals.
Ensure consistency in communication and brand standards across marketing channels.
Contribute to a culture of hospitality, teamwork, and mission-driven service.
ESSENTIAL QUALIFICATIONS
Demonstrated ability to meet or exceed occupancy/census goals.
Strong working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Proficiency with marketing tools such as CRM systems, Social media platforms and Analytics tools,
Working knowledge of Email marketing platforms, Basic design tools
Excellent communication, presentation, and relationship-building skills.
Strong organizational and analytical abilities.
Ability to balance strategic leadership with hands-on execution in a lean environment.
EXPERIENCE, EDUCATION, AND/OR TRAINING for the Sales and Marketing Director
Bachelor's degree in Marketing, Communications, Business, or related field (or equivalent experience).
5+ years of experience in sales leadership, preferably in senior living, Real Estate, or other related service industry.
$86k-135k yearly est. 57d ago
Flexible Transaction Banker
First Bank 4.6
Waverly, IA job
Job Description
Do you enjoy getting to know new people and having conversations? Then becoming a Flexible Transaction Banker with First Bank would be a great fit for you! As a Flexible Transaction Banker, you will interact with customers each day providing exceptional service and accurately completing transactions on their accounts. You will build relationships with our customers to better understand their needs and offer services that fit their needs.
Duties include:
Customer Service:
Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgages, consumer loans, etc.
Create money orders, official checks, etc.
Scan transactions into system for processing
Provide timely, courteous and professional customer service
Build appropriate relationships with customers to better understand their banking needs
Responsible for having an in depth understanding of transactional processes and retail bank products
Assist customers with resolution of account concerns and issues
Promptly and cheerfully answer phone calls and greet in a professional manner.
Cash Handling:
Accurately process transactions evidenced by balancing daily
Ensure assigned cash drawer is kept secure at all times
Keep cash drawer within assigned drawer limits
Balance ATM, vault, etc. as assigned
Referrals:
Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers
Support the overall sales effort by referring customer to others within the bank for financial solutions
Participate in retail product campaigns the bank initiates
Other:
Work as one collective bank team and assist in other departments as needed
Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy
Complete training as needed or required
Other duties as assigned
To service our customers, you will excel at processing bank transactions including but not limited to deposits, withdrawals, payments and creating cashier's checks. Cash handling is another important aspect of this position and must be done accurately. Hours for this position vary based on need and availability but generally average around 20 hours per week over the entire year. Since this is a flexible position, we may be able to accommodate unavailability on certain days and work around other commitments, however, availability to work at least two Saturdays per month from 8:30am to 11:00am is required. This position may work at our Waverly, Plainfield or Cedar Falls offices.
If this sounds like fun and you have good attention to detail, good communication skills and can adapt easily to new situations, apply today!
EOE, including disability/vets
$29k-46k yearly est. 18d ago
Senior Retail Investment Research Analyst
Wells Fargo 4.6
Saint Louis, MO job
About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will:
* Conduct equity manager research
* Manage a category of mutual funds or client accounts
* Make buy, sell, and hold recommendations
* Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.)
* Asset class research coverage (equities), which includes maintaining a high-conviction list of products
* Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage
* Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers.
* Conducting onsite due diligence pursuant to GMR's evaluation criteria
* Work under direction of experienced analysts
Required Qualifications:
* 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Experience with mutual funds, separately managed accounts and exchange traded products
* 4+ years of advanced financial analytical experience with high attention to detail and accuracy
* 4+ years of overall investment experience
* Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments
* Experience in money manager research including writing investment research reports or commentary
* Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint
* Excellent verbal, written, and interpersonal communication skills
* Chartered Financial Analyst (CFA) designation
* A BS/BA degree or higher in business, finance, economics, accounting or engineering
Job Expectations:
* Ability to travel up to 10% of the time
* This position is not eligible for Visa sponsorship
* Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting Locations:
* 2801 Market Street - Saint Louis, MO 63103
* 550 S. Tryon Street - Charlotte, NC 28202
* Required location listed above. Relocation assistance is not available for this position.
Posting End Date:
31 Dec 2025
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$69k-97k yearly est. 34d ago
Manager, Finance Business Partner
Mastercard 4.7
OFallon, MO job
Our Purpose
Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Manager, Finance Business PartnerOverview:
The primary responsibilities is to support our Global Customer Care team which is responsible for delivering and improving the overall customer experience and meeting the needs of internal stakeholders to help drive innovative solutions and automation that improve Mastercard Products and our customer experience.
As the Manager, Finance Business Partner, focusing Global customer Care, this position encompasses a variety of financial duties and involves close collaboration with stakeholders to advance the Care transformation and the CX Technology modernization. Key to prospering in this role are the abilities to interpret data, devise strategic plans, assume leadership, and cultivate connections with colleagues across the global Mastercard network. Duties include managing all facets of the routine financial tasks such as facilitating the monthly close, preparing annual budgets and routine forecasts, conducting financial analyses, identifying financial variances, as well as highlighting potential opportunities and risks
Role:
• Manage all aspects of the day-to-day financial responsibilities such as monthly close, annual budget/regular forecast, financial reporting, variance analysis, opportunities and risks.
• Manage, develop and create standardized financial reporting packages that will help drive and support the business and create valuable insights for Care management to support decisions.
• Execute on financial process improvements by building and maintaining financial tools to perform analysis and modelling; review and create suggestions to financial systems.
• Investigate and create opportunities for automation and more efficient methods of report creation and delivery anticipating needs of internal customers, members and other stakeholders
• Represent Finance as a key stakeholder in various management meetings
• Check and maintain the integrity of financial models and add improvements where possible.
• Support on business case development ensuring the financials and technology strategy are all aligned.
• Track and delivery financial efficiency
• Build and maintain tools and reports; may serve as a go-to resource for financial technology (e.g.. Hyperion, Oracle)
All About You:
The ideal candidate for this position should have:
• Bachelor's degree in Finance or Accounting; MBA preferred
• Excellent finance skills including modelling/business case development and scenario analysis, budget, planning and forecast experience
• Strong experience of expense forecasting and variance analysis; experience of Technology expense forecasting is a plus
• Ability to translate complex information into simple and understandable deliverables
• Comfort with ambiguity
• Demonstrates strong self-awareness, keenness to learn and a strategic mindset. Open to different approaches and ideas and willing to challenge status quo to drive new business initiatives.
• Ability to perform successfully in a fast paced, rapidly changing environment and manage multiple priorities and assignments concurrently
• Experience managing components of larger projects
• Strong communicator with experience working with colleagues from other business units and markets
• Experience creating and delivering presentations for internal learning, training events and/or business discussions
• Strong sense of urgency; excels in a deadline driven work environment
• Strong skills in Hyperion, Excel and PowerPoint required Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
Abide by Mastercard's security policies and practices;
Ensure the confidentiality and integrity of the information being accessed;
Report any suspected information security violation or breach, and
Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
Pay Ranges
O'Fallon, Missouri: $109,000 - $180,000 USDNew York City, New York: $131,000 - $216,000 USDPurchase, New York: $125,000 - $207,000 USD
$131k-216k yearly Auto-Apply 15d ago
Information Risk Management Internship
Northwestern Mutual 4.5
Milwaukee, WI job
Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation and distribution. With more than $217 billion in assets, $26 billion in revenues and more than $1.5 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.2 million clients. For the seventh consecutive year, Northwestern Mutual has also been recognized among the “Best Places to Work in IT” as a top workplace for information technology (IT) professionals, according to IDG's Computerworld, the leading source of technology news and information for IT influencers worldwide. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and enhancing the engagement of those who bring their unique perspectives, ideas, and beliefs. At Northwestern Mutual, people matter. And you'll be working for a company that's consistently voted among the “most admired” in the nation. We invite you to explore your career interests with us.
Job Description
Interns may be involved in providing day-to-day support as needed including problem resolution, metrics reporting, documentation, project assistance and various other activities including attending and participating in various meetings as part of the team. Responsibilities of the intern may include:
• Research and documentation development on how various technologies and processes work
• Gathering, reporting, and delivery of security metrics
• Participation in logging and monitoring processes including log reviews
• Various small projects and process assistance as needed
Qualifications
Active student pursuing a Bachelor's or Master's degree in Computer Science, Computer Engineering, Management Information Systems or related field. A cumulative grade point average of 3.0 or higher with a minimum of 6-9 credits in Computer Science or Management Information Systems courses.
Additional Information
SKILLS AND COMPETENCIES REQUIRED FOR POSITION
• Excellent verbal and written communication, analytical and problem-solving skills, time management, and customer service skills, including ability to be assertive and diplomatic
• Basic Knowledge and experience with the following: Scripting (e.g. Perl, Python, VBA, Javascript, etc.) and Windows Office Suite • Previous work or classroom experience in one of the following: information systems, systems audit, business process or information systems security
• Aptitude for learning on the fly and interest in information systems security concepts and techniques
• Knowledge of SharePoint administration a plus