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Investments Limited jobs - 25,917 jobs

  • Hybrid Mail Services Specialist

    Commonwealth of Massachusetts 4.7company rating

    Remote or Boston, MA job

    A state government agency is seeking a Mail Services Associate to join the Commonwealth Print and Mail Services Team. The ideal candidate will operate mail equipment, manage deliveries, and maintain postal records. Strong initiative and a collaborative mindset are essential for success in this flexible, hybrid work setting. Applicants must have two years of experience in electronic data processing or equivalent coursework. Comprehensive benefits are included. Background check is required. #J-18808-Ljbffr
    $76k-120k yearly est. 3d ago
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  • Desk Property Adjuster Hybrid

    USAA 4.7company rating

    Remote or Colorado Springs, CO job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Property Adjuster, you will work within defined guidelines and framework, investigate, evaluate, negotiate, and settle low to moderate complexity property insurance claims. You will confirm/analyze coverage, recognize liability exposure and negotiate equitable settlement in compliance with all state regulatory requirements. You will recognize and empathize with members' life events, as appropriate. This hybrid role requires an individual to be in the office 3 days per week, available to work standard business hours Monday-Friday with availability for occasional evenings and weekends as business need dictates. This position can be based in in our office in Colorado Springs, CO. Relocation assistance is not available for this position. What you'll do: Proactively manages assigned claims caseload comprised of claims with low to moderate complexity damages that require commensurate knowledge and understanding of claims coverage. Partners with vendors and internal business partners to facilitate low to moderate complexity claims resolution. May also involve external regulatory coordination to ensure appropriate documentation and compliance. Investigates claim damages by conducting research from various sources, including the insured, third parties, and external resources. May identify and resolve potential discrepancies and identifies subrogation potential resulting from unusual characteristics. Identifies coverage concerns, reviews prior loss history, determines and creates Special Investigation Unit (SIU) referrals, when appropriate. Determines coverage through analyzing investigation information involving low to moderate complexity policy terms and contingencies. Determines and negotiates low to moderate complexity claims settlement. Coordinates with management for guidance on assessing settlement amounts outside of authority limits to support managing claims outcomes. Maintains accurate, thorough, and current claim file documentation throughout the claims process. Applies knowledge of estimating technology platforms and virtual inspection tools to prepare and manage low to moderate complexity property insurance claims estimates Recognizes and addresses jurisdictional challenges such as applicable legislation and construction considerations. Supports workload surges and catastrophe (CAT) response operations as needed, including mandatory on-call dates and potential evening, weekend, and/or holiday work outside normal work hours. May be assigned CAT deployment travel with minimal notice during designated CATs. Works various types of claims, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 1 year of customer service, military leadership, construction related industry/insurance experience and/or experience handling low complexity property claims Knowledge of estimating losses using Xactimate or similar tools and platforms. Demonstrated negotiation, investigation, communication, and conflict resolution skills. Working knowledge and understanding of claims contracts as well as application of case law and state laws and regulations. Ability to prioritize and multi-task, including navigating through multiple business applications. May need to travel up to 25% of the year (local & non-local) and/or work catastrophe duty when needed. Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts. What sets you apart: 2+ years relevant property claims adjusting Desk adjusting residential property claims to include water, roof, and personal property Handling claims from start (FNOL, reviewing policy, making coverage decisions) to finish including settlement Proficient with virtual tools (such as Claim X, Hover, and Hosta) Call center experience Xactimate proficiency Bachelor's Degree US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $59,760 - $100,850. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $59.8k-100.9k yearly Auto-Apply 1d ago
  • Finance Transformation Communications Lead

    Visa Inc. 4.5company rating

    Remote or San Francisco, CA job

    A global payment technology company is looking for a Sr. Manager in Finance Transformation Communications and Project Management. The role involves developing and executing a communications strategy, managing project responsibilities across finance transformation initiatives, and collaborating with various stakeholders, including change management experts. The ideal candidate will have substantial experience in communications and project management, a background in finance transformation, and strong leadership skills. This position is hybrid, allowing a blend of in-office and remote work. #J-18808-Ljbffr
    $123k-155k yearly est. 2d ago
  • Head of Digital Experience & Member Engagement (Remote)

    Kentucky Society of Association Executives Inc. 3.5company rating

    Remote or Alexandria, VA job

    A professional membership organization in Virginia is seeking a Director of Digital Experience and Engagement to transform member interactions through digital platforms. The role requires 7-10 years of experience in managing digital platforms, a Bachelor's degree in a related field, and familiarity with AI tools. The position offers a competitive salary and telework flexibility. Candidates are encouraged to apply by December 20th. #J-18808-Ljbffr
    $101k-152k yearly est. 2d ago
  • Electrical Project Manager

    Blackrock Resources LLC 4.4company rating

    Columbus, OH job

    About the Role A Senior Electrical Project Manager with at least one of the following: Electrical Project Management experience Project Management experience in a multi-trade environment working with MEP trades Responsibilities Manage projects to ensure that work is completed as scheduled, within the established project budget, at a high level of quality, and in compliance with the contract. Produce an SOV, submit billing, approve invoices, review job costs, complete financial reports, project financial performance, and write purchase orders in a timely manner. Lead monthly financial reviews detailing cash flow, billing, net financial position, change order progress, project risks, etc. Estimating skills to include accurate quantity takeoff, proper assembly selection, assembly building, functional use of Accubid, etc. Perform routine site visits to identify, document, and communicate issues related to scope changes, schedule conflicts, material shortages, Client adjustment, quality control, safety, etc. Manage the Building Information Modeling (BIM) process starting with the estimate, moving through 3D coordination, to prefabrication and site delivery, culminating in field installation. Ability to quickly anticipate, identify, analyze, and resolve problems. Ability to read and understand schedules for use in responsible planning and management exercises. Ability to quantify, compile, submit, manage, and execute change orders. Ensure the effective and timely management of the RFI process. Manage subcontractor relationships to ensure project schedule, project scopes, and safety expectations are effectively communicated. Participate in the yearly employee performance evaluation process giving accurate non-bias job performance appraisals, setting goals, creating expectations, and offering constructive feedback. Efficiently direct project closeout, punch list completion, record drawings, and demobilization. Cultivate new business relationships while maintaining existing customer relationships. Participate in a culture of continuous learning, training and skill development while encouraging the same from the team. Effectively communicate project information to both internal and external project stakeholders. Review and interpret blueprints/shop drawings and other project documents to formulate accurate management strategies. Encourage a merit based, competitive, and cooperative environment. Understand the scope of work/responsibilities of other trades at project site. Coordinate with the Safety Team to promote safe work practices on assigned projects. Possess a willingness to work onsite five days a week when necessary. Coordinate, attend, and conduct meetings / activities. Qualifications Minimum of Five (5) years' experience in the management of electrical construction operations. Bachelor's degree in Engineering, Construction Management, Business Administration, or (5) years of related field experience. Data Center, Healthcare, and Light Industrial experience. Experience managing projects / portfolios in excess of $50 million. Required Skills Strong understanding of percentage of completion and financial reporting. Excellent written and verbal communication skills. Excellent organizational skills and attention to detail. Strong leadership skills. Experience using Bluebeam, Primavera P6, and/or Accubid. Proficient with Microsoft Office Suite and related software.
    $60k-80k yearly est. 4d ago
  • AI-Driven Growth & Brand Strategy Leader

    Escalon Services, Inc. 4.1company rating

    Remote or Chicago, IL job

    A dynamic business services firm is seeking a Head of Marketing Innovation & AI Strategy to define and scale its brand and marketing strategy. This leadership role, which reports to the CEO, involves leveraging data and AI to drive growth, building a team, and optimizing marketing initiatives. Ideal candidates will have a strong B2B marketing background, experience in technology sectors, and a track record of successful demand generation strategies. The role offers flexibility, with a focus on remote work, and an attractive compensation package. #J-18808-Ljbffr
    $38k-47k yearly est. 5d ago
  • Associate General Counsel - Gaming & Regulatory (Hybrid)

    Commonwealth of Massachusetts 4.7company rating

    Remote or Boston, MA job

    A governmental agency in Massachusetts seeks an Associate General Counsel to provide legal advice related to gaming regulations. In this role, you will draft and interpret regulations, assist with compliance issues, and represent the agency in hearings. The ideal candidate possesses a Juris Doctor Degree, a license to practice in Massachusetts, and is experienced in legal writing and analysis. Competitive salary range is offered with a potential hybrid work model. #J-18808-Ljbffr
    $107k-163k yearly est. 1d ago
  • Senior Alt Investments & RIA Channel Lead - Remote

    T. Rowe Price 4.5company rating

    Remote or San Francisco, CA job

    A global asset management organization is seeking a field sales specialist to drive the sales of Alternative Investment strategies directed at Financial Advisors and RIAs. With a minimum of 5 years experience in Alternatives and exceptional communication skills, you will be accountable for developing relationships and managing a sales pipeline. Candidates should have a college degree and a deep understanding of investment vehicles and the U.S. investment distribution landscape. #J-18808-Ljbffr
    $118k-153k yearly est. 3d ago
  • Qualified Retirement Plan Advisor

    Farmers National Bank of Canfield 4.7company rating

    Beachwood, OH job

    SUMMARY: To retain and maintain retirement plan client relationships of the Bank, as well as create new retirement plan investment advisory relationships with clients outside the Bank. Additionally, the retirement plan advisor will be responsible for the financial performance of their business, seeing to it that the department is profitable and achieves established goals while staying within budget parameters. ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Managing a book of retirement plan investment advisory business Developing and implementing an Investment Policy Statement (IPS) Monitoring investments for soundness and appropriateness on a plan level basis Conducting regular investment review meetings with new and existing clients Develop/enhance referral process from Bank associates to Retirement Plan Services/Investment Reps Clearly define and communicate the profile of a potential corporate retirement plan client Generate referrals from the Bank by being visible in offices, developing partnerships with Bank personnel and training Bank associates to ask probing questions of clients who fit a corporate retirement plan profile Develop and strengthen lead generation from other Centers of Influence Conduct direct client prospecting Oversee the performance of any administrative associates directly reporting to them Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: Bachelor's Degree in Business (Finance preferred) Must have Life, Accident & Health license, Series 7, and Series 66 Minimum of one (1) year retirement plan advisory experience E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationBachelors of Business Administration (required) Licenses & CertificationsSeries 63 License (preferred) Series 7 License (preferred) Series 6 License (preferred) Skills Sales Experience (preferred) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 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.
    $68k-109k yearly est. 5d ago
  • Senior Scheduler "Data Center"

    Blackrock Resources LLC 4.4company rating

    New Albany, OH job

    We are currently hiring a Senior Scheduler for our client supporting a large data center project. Seeking a highly motivated Scheduler to support the business goals and objectives of our clients. In this role, you will collaborate closely with our construction and engineering teams to develop comprehensive project schedules. You will be responsible for creating and updating schedules at various milestones, as project deliverables are completed, and as scopes of work are added. Additionally, you will provide regular updates to key team members on the progress of project completion. Location You can be located anywhere in the US, if you are highly willing to travel to our client projects on a long-term basis. Responsibilities Your key responsibilities Project Planning and Strategy: Collaborate closely with the preconstruction manager, project managers, engineers, superintendents, contractors, and other project services staff to provide detailed planning and scheduling of projects from conceptual planning through engineering and construction Resource Management: Ensure both short-term and long-term project objectives are achieved. Create and manage schedule logic, constraints, realistic activity durations, and resource availability. Evaluate the effects of design changes and schedule delays. Communicate all schedule updates to company management and clients Risk Management: Evaluate the effects of design changes and schedule delays. Communicate all schedule updates to company management and clients Stakeholder Engagement: Engage in challenging discussions with the entire project team, including the Owner, General Contractor, AE, Subcontractors, and Suppliers. May also interact with clients, attend regular meetings and present statistical reports Performance Monitoring: Tracking project progress through metrics and reporting, adjusting plans as necessary to meet changing requirements or challenges Quality Assurance: Integrate detailed fragments and make necessary sequencing adjustments as required Innovation and Improvement: Continuously seeking ways to optimize processes and improve project outcomes through innovative technologies or methodologies Qualifications To qualify for the role, you must have A bachelor's degree in engineering, Project Management, Business Administration, or other technical discipline and approximately fifteen (15) + of related work experience Experience scheduling $50M+ projects in sectors like general construction, electrical construction, manufacturing construction, technology or infrastructure (utilities, communication, buildings or energy) industries Proficient in gathering, maintaining, reporting, and analyzing schedule data A valid driver's license in the US and a valid passport required; willingness and ability to travel; travel is estimated at 70+% Technologies and methodologies to attain goals These technologies are essential for optimizing construction workflows, especially in project management, takeoff, and estimating, Microsoft Project P6 Bluebeam All interested candidates should send an updated MSWord resume to the email address provided.
    $69k-103k yearly est. 3d ago
  • Strategic FP&A Principal, Global Ops - Hybrid 4/1

    Wellington Management Company 4.9company rating

    Remote or Boston, MA job

    A leading investment management firm based in Boston is seeking a Principal for Financial Planning & Analysis. The role involves providing financial insight and operational performance reporting to drive strategic decisions. Candidates should have over 10 years of experience in finance and strong analytical skills. The role supports budgeting processes and enhances financial visibility across the organization. This position offers competitive compensation with a salary range of USD 120,000 - 225,000. #J-18808-Ljbffr
    $107k-143k yearly est. 2d ago
  • Global Head of Enterprise Risk (Hybrid)

    Cambridge Associates LLC 4.8company rating

    Remote or Boston, MA job

    A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered. #J-18808-Ljbffr
    $117k-152k yearly est. 2d ago
  • Process Engineer

    CTC 4.6company rating

    Cincinnati, OH job

    20 hrs/week ONSITE Cincinnati, OH 45224 The Manufacturing Process Engineer will be responsible for evaluating, improving, and maintaining manufacturing processes and equipment to ensure efficiency, safety, and compliance. This role requires strong analytical skills, technical expertise, and the ability to drive continuous improvement initiatives across the plant. Responsibilities Evaluate existing manufacturing processes and identify areas for improvement. Inspect and maintain mechanical equipment performance within the plant. Diagnose production issues and implement effective solutions. Conduct cost-benefit analyses for new processes and equipment. Design detailed layouts for equipment, processes, and workflows. Research and develop new processes, equipment, and products. Implement cost-saving measures and quality control systems. Ensure compliance with safety standards and legal regulations. Maintain documentation and prepare technical reports. Must Have Process evaluation and continuous improvement experience. Mechanical equipment inspection and maintenance knowledge. Strong problem-solving and root cause analysis skills. Ability to perform cost-benefit analysis. Process design and workflow optimization expertise. Knowledge of quality control systems and regulatory compliance. Technical documentation and report preparation skills. Bachelor's degree in Mechanical, Industrial, or Manufacturing Engineering (or equivalent). 2 years of experience Nice to Have Experience with advanced manufacturing technologies (automation, robotics, Industry 4.0). Familiarity with Lean Manufacturing, Six Sigma, or Kaizen methodologies. Exposure to ERP systems (SAP, Oracle, Salesforce). Project management and cross-functional collaboration skills. Innovation mindset for R&D of new processes and products. Bilingual communication (English/Spanish) for global operations. Experience in cost-saving initiatives with measurable impact.
    $55k-74k yearly est. 2d ago
  • Technical Account Manager - Remote

    Donnelley Financial, LLC 4.8company rating

    Remote or Rockville, MD job

    Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction. Recognizedas one of AMERICA'S MOST LOVED WORKPLACES for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here. Summary: Acts as the technical service liaison between customer, multiple production platforms, and Product. Advocates on behalf of the client with a proactive, collaborative approach to all departments and the production teams. Uses experience and knowledge to provide advisory and consultant services to clients to provide direction in meeting their project needs and goals to achieve and meet specific regulatory requirements of the client. Responsibilities: * Handles day-to-day account management, client interactions and handling routine technical support issues with a growing level of technical proficiency. * Serve as the main technical services liaison for assigned accounts, addressing their needs and concerns with expertise and urgency. * Establish strong, long-term relationships with clients, understanding their business requirements and aligning our solutions to meet their needs. * First point of service escalation for clients, SDAs and internal partners. * Host regular touch points with assigned clients to set priorities, work through challenges, discuss best practices, coordinate testing, holiday coverage, etc. * Participates in QBRs * Conducts Wellness/Optimization checks with clients * Review/approve billing, weekly, end of month and ad hoc throughout week * Working knowledge of SEC regulations and electronic filing requirements (e.g., N-PORT, N-CEN, N-MFP) and experience supporting compliance workflows * Basic knowledge of XBRL dependencies within specific Arc Suite platforms * Basic ability to troubleshoot and problem solve issues and complex application setups. * Basic technical acumen and product knowledge. * Basic production knowledge. Qualifications: * Generally newer to the role, with 1-3 years of Arc Suite experience in technical account management or related fields. * Proven experience and mastery of one or more of the Arc Suite applications; ArcPro, ArcReporting and/or ArcFiling is required. * B.S./B.A. preferred; equivalent experience in lieu of degree accepted. Preferred Skills: * Excellent verbal, written, and interpersonal communication skills. * Self-motivated with strong propensity for action, results and continuous improvement. * The ability to work successfully in a high-energy, fast paced, rapidly changing environment is necessary. * Exceptional organizational skills with the ability to multi-task and manage multiple. processes, programs, and procedures simultaneously while working under pressure to meet deadlines. * Proven track record of solving technical problems. It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status. If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to . At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
    $59k-90k yearly est. 5d ago
  • Board of Review Chair - Unemployment Insurance Policy Lead (Hybrid)

    Commonwealth of Massachusetts 4.7company rating

    Remote or Boston, MA job

    A state government agency is seeking a Chairman for the Board of Review in Boston to oversee unemployment insurance appeals and manage board operations. The ideal candidate will be licensed to practice law in Massachusetts, possess strong analytical, writing, and communication skills, and have experience in administrative law or quasi-judicial proceedings. This full-time position offers a salary ranging between $100,839.08 and $155,529.95 per year with the potential for a hybrid work schedule. #J-18808-Ljbffr
    $100.8k-155.5k yearly 4d ago
  • Chief Banking Officer

    Farmers National Bank 4.7company rating

    Canfield, OH job

    Corporate Main Office 20 South Broad Street Canfield, OH 44406, USA Oversee and lead all Credit and non‑retail Lending divisions of the Company. Strategically plan, communicate and execute the Company lending, and credit quality philosophy by engaging internal and external resources to grow the loan portfolio within an acceptable risk profile. The CBO will coordinate with the CEO, CFO and other executives to establish goals, priorities, policies and processes that enable the Company to achieve expected performance levels related to lending and credit quality. The CBO will work to coordinate the establishment of lending goals for C&I, CRE, Ag, and Mortgage Lending, along with Treasury Management. Additionally, the CBO is responsible for setting and enforcing the overarching credit evaluation philosophy and practice for the organization. Included in this is the management and leadership of all Credit Support areas such as Loan Administration, Loan Document Processing, Credit Analysis, etc. As an executive, the CBO must also create and strengthen relationships with employees that provide open lines of communication to foster teamwork, trust and a supportive culture. ESSENTIAL DUTIES AND RESPONSIBILITIES Ensure that all operational aspects of the Bank's Mortgage Lending and Underwriting activities operate in a safe and sound manner in the best interest of shareholders, the Board of Directors, customers, employees, and the public. Lead the Commercial lending teams of Farmers National Bank by establishing appropriate strategies, goals and expectations for various loans by type and volume Oversee the Company's Treasury Management sales and operations activities. Ensure all Mortgage Lending operations are effectively integrated to achieve optimal outcomes for the Bank, our clients and Shareholders Develop and implement strategies to accommodate current and future organizational plans, programs, and needs. Provide the highest level of customer relations and service Ensure compliance with Bank policies, procedures and processes. Oversee the Mortgage Sales lines of business Meet and interact with various regulatory agencies, representatives and examiners (Federal Reserve, OCC, SEC, OTS, etc.) as necessary. As necessary, meet with investors and analysts to report on the current status of the Company Partners with Senior Leaders in Human Resources, Information Technology, Marketing, Risk Management and Audit to develop and implement effective processes/procedures, and promote a team‑oriented culture throughout the Company Serve as a member of, or chairperson of various Sr. Management Committees as needed Actively promote a positive and engaged partnership with the community by sitting on community boards and/or participating in/chairing local programs, charities or meetings Serve as an active member of the Farmers National Bank Board of Directors Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti‑Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position. Completes all other duties as assigned SUPERVISORY RESPONSIBILITIES Responsible for the overall direction, coordination, and evaluation of the Commercial and Mortgage departments. Expected to coach, train and evaluate department leaders in both informal and formal settings. Carry out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; coach, train and evaluate department employees; addressing complaints and resolving problems. EDUCATION AND/OR EXPERIENCE Bachelor's degree from an accredited four (4) year college or university in Business Administration or a related field Minimum of fifteen (15) years financial executive leadership experience; extensive experience in mortgage lending and Treasury Management highly preferred and/ or equivalent combination of education and experience Must have a minimum of ten (10) years supervisory experience; managing multiple departments efficiently Must have excellent verbal and written communication skills Must have full knowledge of current banking regulations with regard to credit risk, general knowledge of all areas of banking operations, bank finance and risk management Strong knowledge of credit policies and lending practices Must possess excellent computer skills and knowledge; Proficient in Word, Excel, Internet navigation/research, and Outlook is expected Must be able to travel on an as‑needed basis QUALIFICATION REQUIRED Bachelors or better in Finance or related field. EEO STATEMENT Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 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. #J-18808-Ljbffr
    $58k-83k yearly est. 5d ago
  • Mortgage Loan Sales

    First National Bank of Pennsylvania 3.7company rating

    Columbus, OH job

    Primary Office Location:250 East Broad Street Suite 1720. Columbus, Ohio. 43215.Join our team. Make a difference - for us and for your future. Mortgage Banking Consultant Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed. 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: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A 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.
    $29k-58k yearly est. 5d ago
  • Community Development Administrative Assistant, Cleveland

    Dollar Bank, FSB 4.1company rating

    Cleveland, OH job

    The Community Development Specialist will assist in preparing, administering and promoting Dollar Bank's Community Development outreach services (i.e. homeownership training and credit enhancement programs) and activities aimed at community partners/collaborative groups, civic groups, small and non-profit businesses and a variety of other grassroots' type organizations. This individual will provide a wide variety of administrative functions under the direction of the VP, Community Development involving work of a confidential and complex nature and have frequent contact with personnel outside the department and outside the bank including customers, non-profit and civic group representatives, media and foundation representatives, public officials, and vendors. As such, this individual must be capable of working independently with limited guidance and be able to handle sensitive matters with discretion and confidentiality. Flexibility and a willingness to assist others in overflow workload situations are key elements in the successful performance of this job. Qualifications: * High School Diploma/GED required. College Degree preferred or equivalent experience in mortgage or banking. * Minimum of (2) years administrative experience required. Previous experience working for a financial institution preferred. * Mortgage, credit counseling or lending experience preferred. * Knowledge of Bank operations, functions and organization preferred. * Must be proficient in Microsoft Office products (Candidate will be tested). * Communicate clearly and concisely, both orally and in writing. * Establish and maintain effective working relationships with those contacted in the course of work. * Strong interpersonal skills required. * The ability to handle multiple tasks simultaneously, work efficiently under pressure and adhere to deadlines. * A demonstrated ability to analyze problems, propose solutions, simplify complicated issues and maintain accuracy. Principle Activities and Duties: * Serve as departmental point of contact in response to inquiries regarding eligibility for enrollment in Dollar Bank's Credit Enhancement (CEP) Program. * Manage departmental registrations for Community Development's attendance at events, group meetings and orientation sessions. * Attend evening and weekend events as required * Represent the bank at educational seminars, workshops, and housing programs with state, local, and non-profit housing organizations promoting financial literacy, community development mission, homeownership, and /or credit. * Review Home Ownership Program applications. * Actively researches for new community development partnerships that align with Community Development mission. * Order and review credit reports as requested. * Maintain updated filing/purging system to keep accurate count of program clients. * Monitor and reconcile various Community Development related accounts, i.e. matched savings accounts, field workshop reports. * Manage database of new clients via computer and create customer records. * Assist Community Development Officer with clients and follow-ups as needed. * Work in conjunction with Marketing Department on departmental booklet ads for events. * Develop and maintain supply of Credit Enhancement Program (CEP) workshop materials, Fast Track Homeowners training and credit presentation packets. * Prepare for exams from the Office of the Comptroller of the Currency (OCC). * Verify/Investigate organizations as 501 (c3), non-profit. * Prepare and send notifications/official letters to approved organizations. * Assist VP with contribution budget preparation and monitoring. * 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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Compensation: 45,000-54,000
    $26k-32k yearly est. 5d ago
  • Remote Tax Director - Corporate & Startups Practice

    Escalon Services, Inc. 4.1company rating

    Remote or Chicago, IL job

    A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth. #J-18808-Ljbffr
    $109k-164k yearly est. 3d ago
  • Bank Teller

    Farmers National Bank of Canfield 4.7company rating

    Hudson, OH job

    Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES: Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products Participate in the bank's referral program and utilize any applicable technology and/or programs to effectively show results Will be expected to meet specific referral goals on a weekly, monthly, quarterly and/or yearly basis Operate and balance a terminal and cash drawer daily Accept and process the following transactions: savings, checking, and Holiday Savings account, loan payments, SDB rental payments, sells money orders/official checks, and any type of cash withdrawal Accept checks for cashing in accordance to FNB check handling procedures Participate and successfully complete all required training courses Willingness to be flexible with a strong desire to create a work environment conducive to teamwork Assist with various duties associated with money shipments/orders, etc. Willingness to perform additional branch duties and responsibilities outside the realm of processing transactions Handle all cash, customer transactions, and customer information in accordance with FNB Security Policy and Procedures Motivation to make outbound sales calls to current and prospective clients Flexibility with work schedules to accommodate branch staffing requirements in order to service needs Maintain a position of trust and responsibility by keeping all customer business and personal information confidential Accept responsibilities and projects as assigned by a supervisor to add value to Farmers National Bank Must be able to work in a team environment, in a positive manner, with coworkers and the public Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations Regular, predictable attendance is an essential requirement of this position Complete all other duties as assigned QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND/OR EXPERIENCE: High School diploma or General Education degree (GED) Proven cash handling experience Must possess basic computer skills and knowledge, use a calculator, typewriter, phone, fax machine, and other office equipment Customer service and/or sales experience at any level E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationHigh School (required) Skills Sales Experience (preferred) Cash Handling (required) Customer Service (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 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.
    $27k-31k yearly est. 6d ago

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