Office Manager jobs at Jackson Hewitt

FUNCTION DESCRIPTION: The Payment Support Manager will be responsible for the oversight and management of all Payment Support department functions including the daily monitoring and processing of all ACH, Wire and Check transactions for the credit union. Ensure compliance with all relevant rules and regulations related to all electronic and check transactions. Responsible for assisting with researching and resolving internal and external member requests and complaints related to department functions. Responsible for managing, training, and developing staff to ensure they are performing at the highest level. Manages the planning, development, and implementation of projects that impact the department. The appropriate candidate must demonstrate a strong ability to work in a team and a commitment to providing exceptional member service. ORGANIZATIONAL RELATIONSHIPS: Reports to: Senior Manager of Payment Support Supervises: Payment Support team Contacts: Frequent contact with other credit union employees, CUSO employees and service personnel. Occasional contact with members. QUALIFICATIONS/REQUIREMENTS: Education: AAP Certification required A high school diploma or equivalent required Degree in business, finance or related academic field strongly preferred Experience: Minimum 7 years of relevant work experience such as processing ACH files, wire transfers and/or check clearing required. Minimum 3 years of experience managing support staff Skills: Ability to interpret data and use deductive reasoning skills Extreme attention to detail to minimize risk with member and credit union data Ability to tactfully question or actively listen to members/employees/departments to determine specific needs Ability to work independently without supervision with frequent interruptions Must possess strong communication, organizational, presentation, customer service and interpersonal skills Demonstrate good judgment, strong analytical/problem solving and time-management skills Strong PC skills including Microsoft Excel knowledge Knowledge of Bellco's front-line systems ESSENTIAL FUNCTIONS: Demonstrates Bellco's Act Nice Behaviors and Core Values in all interactions with members, prospective members, and personnel in other Bellco departments. Provides a valuable and enjoyable experience to both internal customers and members during interactions. Consistently make recommendations to management to improve the member/customer experience through improved processes and technology. Strong understanding and adherence to all rules and regulations governing electronic and check transactions including NACHA rules, Federal Reserve rules, and regulations and requirements under Title 31 including Regulation E (EFTA), Regulation CC, Regulation J, OFAC, BSA, etc. Management and leadership of team to include recruiting, hiring, training and performance management. Demonstrates advanced understanding of Payment Support functions including the processing of transactions such as ACH, Wire, RDC, RTP, Bill Pay, Checks, FedNow etc. Act as a Subject Matter Expert (SME) and resource for the team and provide support and development to all Payment Support staff. Act as point of contact and provide support to branches and CUSO partners for research requests and escalations related to Payment Support functions. 8. Create, maintain and update departmental procedures, and perform an annual review with team for improvement opportunities. 9. Assist in rolling out changes and upgrades that impact Bellco operations and manage the effect of these changes on the department. Facilitate on-going process enhancements by evaluating gaps in existing processes and procedures Manage projects including identifying and coordinating resources to ensure successful completion and achieve organizational goals and objectives. Review and resolve requests, disputes and escalations associated with any Payment Support functions. Prepare or create statistical and informational reports for Payment Support functions as needed. 14. Assist in the preparation of regulatory audit/compliance reports as needed. 15. Proactively support corporate and departmental goals. 16. Regular and punctual attendance. Management retains the discretion to add to or change the duties of this position at any time. WORKING CONDITIONS: Office environment Mobility throughout department

JOB SUMMARYAs a Conflict Checks Senior, you will play a key role in supporting the firm's commitment to independence and ethical compliance. You will assist in the day-to-day management of the firm's conflict checking and entity independence processes, helping engagement teams identify, evaluate, and address potential conflicts. This includes reviewing flagged conflicts, conducting preliminary research, providing guidance, and escalating issues as appropriate to ensure compliance with regulatory and firm standards. This role reports to the Independence and Ethics Compliance Leader of the UHY LLP National Office and works closely with the Conflict Checks Manager to maintain alignment with the firm's ethical and regulatory obligations. Conflicts & Independence Responsibilities Coordinate and execute the day-to-day conflict check process by reviewing potential conflicts identified through the firm's conflict checking system, researching client and engagement relationships, and advising engagement teams on independence considerations prior to client acceptance Evaluate conflict check submissions and prepare recommendations for escalation to the Manager, Independence and Ethics Compliance Leader, or Independence Committee when higher-level review is required Support the investment audit process by tracking auditee selections, reviewing initial findings, and preparing summaries for Manager review Monitor independence-related updates issued by regulatory bodies (e.g., AICPA, PCAOB, SEC, DOL, GAO) and assist in assessing impacts on firm processes and tools Maintain and update conflict monitoring systems and tools (e.g., Intapp, Entity-tree management), ensuring accuracy and completeness of data and identifying opportunities for process improvements Respond to inquiries from UHY engagement teams and UHY international network firms by performing initial research and providing preliminary guidance or escalation recommendations Contribute to training and awareness efforts by providing real-case insights and feedback to help refine the firm's training related to conflict checks and independence. Collaboration and Quality Management Support the Manager in contributing to UHY LLP Management Committee discussions by preparing updates, summaries, and documentation related to conflicts and independence procedures Apply knowledge of quality management standards to help maintain processes and monitoring activities that support independence and ethics compliance Collaborate with National Office team members to help document and evaluate controls related to conflict checking and independence, including gathering process information and coordinating testing activities Assist in maintaining standardized conflict check procedures and identifying opportunities to improve consistency and efficiency across engagement teams Coordinate communication with independence personnel across UHY international network firms to support consistency and responsiveness on shared engagement matters Supervisory responsibilities N/A Work environment Work can be conducted remotely or in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance, and/or facilitation of in-person training and National Office Team Meetings Required education and experience Bachelor's degree in accounting, business, or related field Paralegal certificate or related experience performing conflict checks in a professional services firm 3+ of experience in public accounting, at a law or professional services firm, including time spent supporting independence, compliance, or conflicts Preferred education and experience Experience with Intapp, Deltek Maconomy, and Salesforce Familiarity with the implementation and ongoing maintenance of quality such as SQMS No. 1, ISQM1 and QC 1000 Familiarity with the Independence rules and Standards for the AICPA, PCAOB, SEC, DOL, and GAO. Familiarity with GASB standards Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Take on a leadership role where you will oversee and deliver impactful customer onboarding and engagement campaigns that strengthen retention and financial health. Partner with senior leaders and cross-functional teams to drive process excellence and creative thought leadership. As a Vice President, Marketing Manager in the Consumer Bank Customer Engagement Campaign Management team, you will lead large-scale, multi-channel campaigns focused on customer onboarding, retention, and financial health. You'll drive process excellence, creative thought leadership, and act as an Authorized Approver of creative and audience targeting, making a significant impact within the Customer Engagement team. Job responsibilities Lead end-to-end creative development, execution, and management of customer onboarding and engagement campaigns across digital, email, direct mail, social, and website channels. Develop and maintain proactive, strong partnerships between the Customer Engagement team, strategy partners, and internal/external execution partners. Manage senior-level relationships with agencies and vendors, and serve as the Authorized Approver on creative and audience targeting for team members. Execute omni-channel marketing campaigns and provide overall project management, ensuring initiatives are on-strategy, on time, within budget, and effectively coordinated across multiple channels and multi-functional teams. Track and manage content updates and annual recertification of in-market tactics and materials. Lead efforts to continuously improve both the customer onboarding and engagement experience, with a strong focus on testing and optimization to drive strategic recommendations. Drive creative thought leadership and process improvement initiatives within the Customer Engagement space. Collaborate with marketing managers to identify opportunities, campaign strategy, and frameworks for measurement and reporting. Participate in pilot programs and actively rethink processes to simplify and build additional capabilities. Serve as a leader on initiatives outside of assigned campaigns, including cross-program creative leadership, process improvement, and other strategic roles. Act as a culture leader, identifying key skills and engaging with the team beyond day-to-day duties and communicate effectively with senior leaders and others in written and verbal communications; present and facilitate large-scale meetings. Required qualifications, capabilities, and skills 7+ years of experience in a marketing campaign execution role, with a focus on customer engagement, retention, onboarding, or lifecycle marketing. Demonstrated experience overseeing and providing guidance on campaign execution for other team members or cross-functional partners. 3+ years of agency/vendor management experience. Experience as a leader in a fast-paced environment, with strong skills in multi-tasking and prioritization. Ability to balance tactical project management with strategic thinking and creative leadership, while adhering to a tight controls environment. High energy, solutions-oriented individual with the ability to manage multiple initiatives simultaneously, working well under pressure with tight deadlines. Strong relationship development and negotiating skills; able to earn respect and trust among internal and external business partners and team members. Team player with a positive, can-do attitude; comfortable with continuously changing opportunities and priorities. Curious and creative with a focus on constant improvement. Excellent written and oral communication skills; experience presenting to senior level executives. Preferred qualifications, capabilities, and skills 4-year college degree Experience in financial services, including customer engagement, retention, onboarding, or lifecycle marketing, and/or agency-side experience

Take on a leadership role where you will oversee and deliver impactful customer onboarding and engagement campaigns that strengthen retention and financial health. Partner with senior leaders and cross-functional teams to drive process excellence and creative thought leadership. As a Vice President, Marketing Manager in the Consumer Bank Customer Engagement Campaign Management team, you will lead large-scale, multi-channel campaigns focused on customer onboarding, retention, and financial health. You'll drive process excellence, creative thought leadership, and act as an Authorized Approver of creative and audience targeting, making a significant impact within the Customer Engagement team. **Job responsibilities** + Lead end-to-end creative development, execution, and management of customer onboarding and engagement campaigns across digital, email, direct mail, social, and website channels. + Develop and maintain proactive, strong partnerships between the Customer Engagement team, strategy partners, and internal/external execution partners. + Manage senior-level relationships with agencies and vendors, and serve as the Authorized Approver on creative and audience targeting for team members. + Execute omni-channel marketing campaigns and provide overall project management, ensuring initiatives are on-strategy, on time, within budget, and effectively coordinated across multiple channels and multi-functional teams. + Track and manage content updates and annual recertification of in-market tactics and materials. + Lead efforts to continuously improve both the customer onboarding and engagement experience, with a strong focus on testing and optimization to drive strategic recommendations. + Drive creative thought leadership and process improvement initiatives within the Customer Engagement space. + Collaborate with marketing managers to identify opportunities, campaign strategy, and frameworks for measurement and reporting. + Participate in pilot programs and actively rethink processes to simplify and build additional capabilities. + Serve as a leader on initiatives outside of assigned campaigns, including cross-program creative leadership, process improvement, and other strategic roles. + Act as a culture leader, identifying key skills and engaging with the team beyond day-to-day duties and communicate effectively with senior leaders and others in written and verbal communications; present and facilitate large-scale meetings. **Required qualifications, capabilities, and skills** + 7+ years of experience in a marketing campaign execution role, with a focus on customer engagement, retention, onboarding, or lifecycle marketing. + Demonstrated experience overseeing and providing guidance on campaign execution for other team members or cross-functional partners. + 3+ years of agency/vendor management experience. + Experience as a leader in a fast-paced environment, with strong skills in multi-tasking and prioritization. + Ability to balance tactical project management with strategic thinking and creative leadership, while adhering to a tight controls environment. + High energy, solutions-oriented individual with the ability to manage multiple initiatives simultaneously, working well under pressure with tight deadlines. + Strong relationship development and negotiating skills; able to earn respect and trust among internal and external business partners and team members. + Team player with a positive, can-do attitude; comfortable with continuously changing opportunities and priorities. + Curious and creative with a focus on constant improvement. + Excellent written and oral communication skills; experience presenting to senior level executives. **Preferred qualifications, capabilities, and skills** + 4-year college degree + Experience in financial services, including customer engagement, retention, onboarding, or lifecycle marketing, and/or agency-side experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Take on a leadership role where you will oversee and deliver impactful customer onboarding and engagement campaigns that strengthen retention and financial health. Partner with senior leaders and cross-functional teams to drive process excellence and creative thought leadership. As a Vice President, Marketing Manager in the Consumer Bank Customer Engagement Campaign Management team, you will lead large-scale, multi-channel campaigns focused on customer onboarding, retention, and financial health. You'll drive process excellence, creative thought leadership, and act as an Authorized Approver of creative and audience targeting, making a significant impact within the Customer Engagement team. Job responsibilities Lead end-to-end creative development, execution, and management of customer onboarding and engagement campaigns across digital, email, direct mail, social, and website channels. Develop and maintain proactive, strong partnerships between the Customer Engagement team, strategy partners, and internal/external execution partners. Manage senior-level relationships with agencies and vendors, and serve as the Authorized Approver on creative and audience targeting for team members. Execute omni-channel marketing campaigns and provide overall project management, ensuring initiatives are on-strategy, on time, within budget, and effectively coordinated across multiple channels and multi-functional teams. Track and manage content updates and annual recertification of in-market tactics and materials. Lead efforts to continuously improve both the customer onboarding and engagement experience, with a strong focus on testing and optimization to drive strategic recommendations. Drive creative thought leadership and process improvement initiatives within the Customer Engagement space. Collaborate with marketing managers to identify opportunities, campaign strategy, and frameworks for measurement and reporting. Participate in pilot programs and actively rethink processes to simplify and build additional capabilities. Serve as a leader on initiatives outside of assigned campaigns, including cross-program creative leadership, process improvement, and other strategic roles. Act as a culture leader, identifying key skills and engaging with the team beyond day-to-day duties and communicate effectively with senior leaders and others in written and verbal communications; present and facilitate large-scale meetings. Required qualifications, capabilities, and skills 7+ years of experience in a marketing campaign execution role, with a focus on customer engagement, retention, onboarding, or lifecycle marketing. Demonstrated experience overseeing and providing guidance on campaign execution for other team members or cross-functional partners. 3+ years of agency/vendor management experience. Experience as a leader in a fast-paced environment, with strong skills in multi-tasking and prioritization. Ability to balance tactical project management with strategic thinking and creative leadership, while adhering to a tight controls environment. High energy, solutions-oriented individual with the ability to manage multiple initiatives simultaneously, working well under pressure with tight deadlines. Strong relationship development and negotiating skills; able to earn respect and trust among internal and external business partners and team members. Team player with a positive, can-do attitude; comfortable with continuously changing opportunities and priorities. Curious and creative with a focus on constant improvement. Excellent written and oral communication skills; experience presenting to senior level executives. Preferred qualifications, capabilities, and skills 4-year college degree Experience in financial services, including customer engagement, retention, onboarding, or lifecycle marketing, and/or agency-side experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are-with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action-enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies * A strong understanding of GenAI is essential for effectively leading AI-related sales and integration projects. * A proven track record in complex sales is necessary to manage and win intricate sales processes and customer engagements. * Exceptional leadership and mentoring skills are important for guiding teams and driving co-creation initiatives with clients. * Excellent communication and presentation abilities are needed to develop thought leadership materials and present them internally and externally. * Minimum of 8 years of experience as a thought leader or industry practitioner in the field of AI/GenAI. * The ability to travel up to 50% is crucial for engaging with clients and stakeholders across different locations. * Market engagement/consultancy background is preferred. * Public speaking experience and/or publications are a plus for enhancing industry presence and credibility. Education * Bachelor's degree in business, finance, engineering or a related field. * Master's degree is preferred. Responsibilities You will lead sales of Moody's GenAI products, driving complex sales, customer co-creation, and digital transformation initiatives. * Win complex sales through customer workflow integration and drive co-creation initiatives with clients in your territories. * Manage complex sales processes with the sales team to help clients meet and exceed their transformation, productivity, and efficiency objectives. * Assist customers in accelerating their digital transformation by leveraging Moody's state-of-the-art GenAI solutions. * Develop thought leadership and GenAI-related case studies. * Support business development, define proofs of concept (POCs), and provide front-line sales teams with the expertise and support they need. * Demonstrate strong problem-solving skills and an ability to work autonomously in a fast-paced environment. About the team Our Global GenAI Sales Team is responsible for driving sales that include GenAI and new technologies. We lead new technology initiatives by engaging with customers to guide their digital transformation journeys, commercialize these technologies for early adopters to close large and complex opportunities, and create thought leadership to build Moody's brand and market position. By joining our team, you will be part of exciting work in shaping the future offering by acting as the voice of the customer and staying at the forefront of emerging technologies. For US-based roles only: the anticipated hiring base salary range for this position is $163,300.00 - $236,800.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody's also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement. Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody's also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance. This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act. Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants. Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.

This position provides insurance licensed administrative support to Endeavor. This position serves as a resource to Financial Advisors and client/members in handling, researching and communicating inquiries regarding their customer accounts and insurance needs and supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, supporting insurance related tasks, and other administrative tasks as assigned. The Insurance Office Professional reports to and is employed by Endeavor Financial Group. This is an in-office position located in Van Wert, OH. Compensation is $18-21/hr. dependent upon experience. Benefits include Holiday Pay, Simple IRA, and PTO. PTO is available after a 90 day probationary period. No other benefits provided. Job Description Position Roles/Responsibilities/Accountabilities Handles incoming telephone calls and responds to requests for information Researches inquiries regarding member/customer accounts Provides fund values and answers other fixed insurance and fixed annuity related questions Performs routine administrative duties such as maintaining office supplies and processing mail Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature Supports projects, administration of various programs, and processing functions as needed Drives customer/member facing activities in the practice by scheduling meetings with customer/members on behalf of the practice's Financial Advisors Updates the contact management system with customer/member contact and preference information Assists Financial Advisors in the preparation for and follow up from customer/member meetings Collaborates with Financial Advisors to assist customers/members with fixed insurance and fixed annuity product changes Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings Explains, discusses or interprets fixed insurance or fixed annuity contracts Communicates with customer whether requested coverage is or will be bound or issued Issues certificates of insurance, endorsements, binders, commitments, or insurance contracts Additional responsibilities may be assigned in accordance with licensure and business needs Position Qualifications Previous administrative/secretarial experience desired Must be insurance licensed/appointed in all states in which they are performing activities requiring licensing. Demonstrated customer service orientation/experience, 2+ years preferred Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information Basic understanding of our products and services, and Thrivent Financial Competencies Planning/Organizing Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the practice Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations As part of Endeavor Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Dolphin Debit, a full-service ATM management company and wholly owned subsidiary of Euronet Worldwide offers a complete suite of ATM management services, from routine maintenance and monitoring cash management and updates. We are hiring a dedicated and organized Office Manager for a part-time position to work in our Spring, TX office headquarters. The Office Manager will be responsible for managing office supplies, coordinating administrative tasks, maintaining office equipment, manage groundskeeping and ensure our space stays well-maintained. This is an excellent opportunity for someone seeking a flexible work schedule while contributing to a dynamic team. Responsibilities: Manage the overall office operations and provide administrative support to staff Coordinate office activities and meetings Maintain and order office supplies and equipment Ensure office organization and cleanliness Maintenance of our building space, inside and outside. Assist in HR functions such as onboarding new employees and maintaining employee records Support financial tasks, including providing assistance with invoicing and accounts payable as needed Other duties as assigned Requirements Proven experience as an office manager or administrative role Strong organizational and multitasking skills Excellent verbal and written communication abilities Proficient in MS Office Suite (Word, Excel, PowerPoint, Outlook) High attention to detail and problem-solving skills Able to work independently as well as part of a team High school diploma or equivalent; a degree in business administration or related field is a plus Flexibility to work part-time hours Benefits 401(k) Plan Health/Dental/Vision Insurance Employee Stock Purchase Plan Company-paid Life Insurance Company-paid disability insurance Tuition Reimbursement Paid Time Off Paid Volunteer Days Paid Holidays Casual Office Attire Plus many more employee perks & incentives! We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Dolphin Debit, a full-service ATM management company and wholly owned subsidiary of Euronet Worldwide offers a complete suite of ATM management services, from routine maintenance and monitoring cash management and updates. We are hiring a dedicated and organized Office Manager for a part-time position to work in our Spring, TX office headquarters. The Office Manager will be responsible for managing office supplies, coordinating administrative tasks, maintaining office equipment, manage groundskeeping and ensure our space stays well-maintained. This is an excellent opportunity for someone seeking a flexible work schedule while contributing to a dynamic team. Responsibilities: * Manage the overall office operations and provide administrative support to staff * Coordinate office activities and meetings * Maintain and order office supplies and equipment * Ensure office organization and cleanliness * Maintenance of our building space, inside and outside. * Assist in HR functions such as onboarding new employees and maintaining employee records * Support financial tasks, including providing assistance with invoicing and accounts payable as needed * Other duties as assigned

Job Description Dolphin Debit, a full-service ATM management company and wholly owned subsidiary of Euronet Worldwide offers a complete suite of ATM management services, from routine maintenance and monitoring cash management and updates. We are hiring a dedicated and organized Office Manager for a part-time position to work in our Spring, TX office headquarters. The Office Manager will be responsible for managing office supplies, coordinating administrative tasks, maintaining office equipment, manage groundskeeping and ensure our space stays well-maintained. This is an excellent opportunity for someone seeking a flexible work schedule while contributing to a dynamic team. Responsibilities: Manage the overall office operations and provide administrative support to staff Coordinate office activities and meetings Maintain and order office supplies and equipment Ensure office organization and cleanliness Maintenance of our building space, inside and outside. Assist in HR functions such as onboarding new employees and maintaining employee records Support financial tasks, including providing assistance with invoicing and accounts payable as needed Other duties as assigned Requirements Proven experience as an office manager or administrative role Strong organizational and multitasking skills Excellent verbal and written communication abilities Proficient in MS Office Suite (Word, Excel, PowerPoint, Outlook) High attention to detail and problem-solving skills Able to work independently as well as part of a team High school diploma or equivalent; a degree in business administration or related field is a plus Flexibility to work part-time hours Benefits 401(k) Plan Health/Dental/Vision Insurance Employee Stock Purchase Plan Company-paid Life Insurance Company-paid disability insurance Tuition Reimbursement Paid Time Off Paid Volunteer Days Paid Holidays Casual Office Attire Plus many more employee perks & incentives! We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? The Systems Change Office (SCO) Director is a critical leadership role in Financial Reporting Quality Assurance Organization (FRQA) within Corporate Controllership, in support of the Regulatory Reporting Automation program. This role is responsible for leading the Change Management team, in charge of driving the definition, gathering, exploration, analysis, and system maintenance of changes to Regulatory Requirements and the end-to-end automation through the Finance Modernization Data Pipeline, leading program and change governance efforts for finance / regulatory reporting platforms. This role is responsible for the ownership of the Change Management Policy for regulatory reporting automation and will oversee the delivery of key milestones for Project Guardian, including but not limited to documenting, understanding, and defining the core framework and change management tooling (including mechanisms for monitoring, reviewing, implementing, and validating applicable changes) for internal and external drivers, supplementing documentation that will evidence changes from initiation, review, and approval to the implementation of the change. The Systems Change Management team oversees key processes that support data and regulatory change requirements, and closure of open risks associated with our change management process for Project Guardian. The team is responsible for elevating audit and compliance change controls for regulatory reporting automation, financial systems coordination and orchestration across Controllership Product Owners, Report / Business Owners and Technology teams. This includes triaging and validating changes to the maintenance and update of our data solutions (e.g., manual / static reference tables) with the highest degree of confidence of new data flow and data system requirements (or the deactivation / decommission of these systems). The Director of the Systems Change Office must be a highly analytical, well-organized, data-driven individual with exceptional leadership, time management and a high degree of technical skills confident in presenting, highly complex system, and organizational change technicalities in simple terms to upper management and executive leadership, to drive critical enterprise decisions. Responsibilities include, but are not limited to: Drive the Finance-Controllership Regulatory Reporting Automation change management strategy and lead the Program Governance of Finance Modernization data requirements. Owner of the Change Management Policy for regulatory reporting automation that defines the core framework that includes mechanisms for monitoring, reviewing, implementing, and validating applicable changes stemming from internal and external drivers. Owner of the Supplemental documentation that will evidence changes from initiation, review, and approval to the implementation of the change (e.g., policies / procedures / framework). Strategic leadership to conduct change management strategies on existing processes and automated data sources to understand and support Point of Arrival (POA) process designs. Lead and guide the analysis efforts to determine changes to data portfolios, regulatory reports, and controls, designing processes and policies that identify in key scenarios how to report on these scenarios in alignment with regulatory guidance. Lead the identification of business requirements and development of functional requirement documentation for new reports, new data sources and attributes, including design, prototyping, testing, and implementation of report owner and regulatory requirements. Responsible for leading the fulfillment of governance requirements for regulatory reporting and data changes. Minimum Qualifications: Bachelor's Degree in Finance/Accounting and/or Information Technologies (masters preferred). 10+ years of work experience in Project Management / Change Management. 10+ years of work experience in Banking / Regulatory / Financial / Technology Services. Excellent relationship building, presentation and collaboration skills with proven people leadership experience and ability to attract, engage / retain talent and facilitating a network of strong relationships across the organization. Experienced in Agile delivery concepts or other project management methodologies. Experience in technical requirements writing for technology development and / or finance regulatory reporting, for banking software development. Experience in data analytics, Data Quality (DQ) and identifying data issues driving change. Experience in the use and / or automation of change management tracking systems (e.g., JIRA, Rally, BPM, Workflow applications, etc.) Experienced in the application of change management models, methodologies and frameworks, e.g., ADKAR, Kotter, McKinsey Experienced in the creation of product prioritization and decisioning models, e.g., MOSCOW, Kanban, etc. Experienced in the application of change resistance models, e.g., Kubler-Ross, Maurer, PDCA Experience with of MS Excel, Power Query, and other analytical tools, e.g., Tableau. Critical thinking and complex problem-solving skills (data application). Excellent written and verbal communications with ability to communicate highly complex concepts and processes in simple terms and pragmatically. Exhibits organizational skills with the ability to meet/exceed critical deadlines and manage multiple priorities, delivering high quality service with passion and exceeding expectations. Displays thought leadership, drive process, and support work/life balance initiatives. Preferred Qualifications: Understanding systems integration across complex system architecture. Understanding of Oracle General ledger and FAH accounting rules. Python, R, Machine Learning and Data Automation / Visualization techniques SQL and data analysis experience. Strong knowledge and working experience in regulatory regulations and reporting is required and any exposure to US regulations is preferred. Working exposure in development of financial data domains to support regulatory and analytical requirements for large scale banking/financial organizations. Communication Management/proficiency with PowerPoint. Salary Range\: $123,000.00 to $215,250.00 annually + bonus + equity (if applicable) + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://******************* Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. This role is ONSITE Monday through Thursday with Friday remote. Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow. On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust. What You'll Do: As the Collateral & Insurance Manager, you'll lead the integrity, compliance, and performance of the bank's collateral and insurance management processes. You'll ensure all pledged assets and insurance documentation meet regulatory, policy, and risk standards while leveraging automation, AI, and data analytics to drive accuracy and efficiency. Partnering with teams across the organization, you'll enhance collateral tracking, insurance compliance, and exception resolution through smarter workflows and technology. You'll champion continuous improvement, implement dashboard solutions, and lead a team that maintains precision, accountability, and audit readiness across the loan lifecycle. Daily Responsibilities & Oversight * Direct, coach, and inspire a high-performance team responsible for collateral documentation verification and insurance tracking. * Oversee the full lifecycle of collateral and insurance management across loan portfolios, ensuring accuracy, timeliness, and compliance with regulatory, policy, and credit requirements. * Serve as the primary point of accountability for audit readiness, leading examinations, responses, and remediation related to collateral and insurance documentation. * Partner with teams across the organization to align collateral data, lien perfection, and insurance compliance across all core systems and business lines. * Deploy and manage AI, OCR, and automation tools to enhance data integrity, accelerate workflows, and reduce manual processing. * Continuously analyze existing procedures to identify and execute efficiency, scalability, and quality improvements. * Develop and maintain dynamic dashboards and performance metrics to track collateral coverage, insurance expirations, turnaround times, and exception resolution rates. * Collaborate with Compliance, Technology, and Risk to strengthen governance, data transparency, and process automation across the lending ecosystem. * Lead and execute special projects such as system enhancements, workflow optimization, and audit-driven corrective actions. * Review and approve complex or high-value collateral releases and insurance exceptions, ensuring proper controls and documentation. * Provide continuous training, coaching, and performance feedback to promote consistency, accountability, and professional development across the team. * Champion a culture of precision, operational excellence, and proactive risk management in all collateral and insurance functions. What Do You Need? Experience: 7-10 years of comprehensive experience in commercial or consumer banking operations, with a strong background in collateral management, insurance compliance, and loan servicing. Proven ability to lead teams, ensure regulatory adherence, and implement technology-driven improvements that enhance accuracy and operational performance. Knowledge: * In-depth expertise in loan collateral structures, lien perfection, and insurance requirements across diverse commercial and consumer lending products. * Strong command of regulatory frameworks and compliance expectations governed by the OCC, FDIC, and CFPB, with practical experience supporting internal and external audit examinations. * Demonstrated success designing and implementing process improvements, automation initiatives, and workflow optimizations to strengthen operational accuracy and efficiency. * Skilled in leading, mentoring, and developing teams within high-volume, detail-driven environments that demand precision, accountability, and consistency. * Solid understanding of emerging technologies, including AI, machine learning, and OCR solutions, with the ability to apply them to enhance data quality, exception management, and reporting transparency. Soft Skills: * Exceptional analytical, leadership, and communication abilities with a proven capacity to drive collaboration and results across multiple business functions. * Skilled at building consensus, influencing stakeholders, and fostering alignment between operations, credit, risk, and compliance teams. * Demonstrates high integrity, accountability, and professional judgment in decision-making and execution. * Maintains meticulous attention to detail while balancing strategic priorities and operational efficiency. * Committed to cultivating a culture of precision, transparency, and continuous improvement. Technology Skills: * Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) with the ability to quickly learn and navigate Customers Bank's internal applications and platforms. * Experienced in document management systems such as nCino, SharePoint, and vendor-based recording and release applications to ensure secure, timely, and compliant collateral documentation management. * Skilled in utilizing core banking systems including FIS (Insight) or comparable loan servicing and collateral tracking platforms to maintain data integrity and operational accuracy. * Strong working knowledge of AI and automation technologies, including OCR, ChatGPT, Microsoft CoPilot, and Power BI, to streamline document processing, enhance reporting visibility, and improve workflow efficiency. * Adept at leveraging data analytics and automation to identify trends, monitor portfolio health, and support informed decision-making across business units. Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

Join us in shaping the future of Banking Operations… Step into a role where your strategic mindset and operational expertise fuel the operational efficiencies and next evolution of our Credit Union. As the Manager of Banking Operations & Administration, you'll be empowered to lead with impact and cultivate a high-performing team that powers everything from branch support to digital banking experiences. If solving complex challenges, elevating processes, and championing smarter, more efficient ways of working is your specialty, look no further. You'll influence cross-departmental initiatives, optimize vendor relationships, and drive innovation that directly enhances how our current and future members bank with us every day. Here's a little about us: Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: * Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. * Excellence: We strive to provide our members with the best possible service. * Teamwork: We believe that we can achieve more together than we can alone. * Respect: We treat each other with dignity and respect. * Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. POSITION PURPOSE The Manager of Banking Operations and Administration is responsible for leading a high-performing team dedicated to the efficient delivery of operational support and administrative excellence across the credit union. This role provides strategic oversight of Retail Banking operations and serves as a key advocate for process improvement and operational innovation throughout the organization. By maintaining a deep understanding of industry trends, regulatory requirements, and emerging technologies, the Manager ensures the continued evolution of the credit union's operational framework. The position oversees products and vendor relationships for deposit operations, online banking, mobile banking, ATM services, and card services, ensuring optimal functionality and member satisfaction. In addition, this role supports cross-departmental collaboration, advises on strategic operational initiatives, and leads projects that advance the efficiency, compliance, and overall member experience of the credit union. What's in it for you? Salary: $73,000 - $91,000 per year (depending on experience) Benefits: * Incentives and Merit Increases * Paid Time Off & Paid Federal Holidays * Medical, Dental, Vision & Life Insurance * Employee Assistance Program * Flexible Spending Accounts/HSA * 401(k) with Employer Match * Educational Assistance * Paid Time to Volunteer ESSENTIAL FUNCTIONS AND RESPONSIBILITIES 1. Provide strategic and operational leadership to the Banking Operations and Administration team, ensuring full utilization of credit union systems and a strong working knowledge of all supporting technologies. 2. Oversee daily balancing and reconciliation of ATM and debit card dispute general ledgers. 3. Oversee collaboration with the Application Administrator to ensure successful delivery of core and digital banking upgrades, including vendor coordination, change management, and cross-functional user acceptance testing. 4. Partner closely with the Training Department to identify knowledge gaps through departmental interactions and support ongoing staff development initiatives that enhance organizational expertise. 5. Manage workflows for all departmental functions, including those within the core and ancillary application environments. 6. Build and maintain strong relationships with internal stakeholders and external vendors to optimize the performance and support of technology systems serving members. 7. Continuously assess and enhance departmental processes to improve efficiency, accuracy, and member service delivery. 8. Provide leadership in the development, implementation, and ongoing refinement of departmental policies and procedures to ensure consistency, compliance, and operational excellence. 9. Contribute to the development and implementation of credit union-wide goals and strategic objectives. 10. Foster a culture of open communication and engagement by ensuring team members are informed, aligned, and motivated around organizational priorities. 11. Serve as the primary resource for resolving complex member issues, ensuring timely, accurate, and empathetic resolution that strengthens member trust and satisfaction. 12. Monitor card portfolio performance, including usage and growth, in collaboration with Retail Banking and Product Development, and report portfolio results to senior leadership. 13. Lead departmental initiatives and manage related resources, ensuring project completion within established timelines and budgets. 14. Recruit, develop, evaluate, and lead direct reports, ensuring the cultivation of a knowledgeable, empowered, and high-performing team. 15. Conduct regular performance reviews, providing coaching and feedback aligned with professional development and organizational objectives. 16. Allocate resources effectively to meet operational and member service demands. 17. Encourage team-driven innovation by soliciting, evaluating, and implementing process, and efficiency enhancements. 18. Ensure compliance and timely administration of IRA accounts, abandoned property, and IRS submissions. 19. Oversee the accurate and compliant administration of product maintenance and member support functions, including the VISA debit program, wire transfers, IRA servicing, and account document retention. 20. Maintain compliance with all federal and state regulations, credit union policies, and applicable governing standards. 21. Promote credit union products and services where appropriate, supporting overall member engagement and growth. 22. Demonstrate and model behaviors aligned with the organization's Core Competencies. 23. Perform other related duties and responsibilities as assigned. Requirements Required Knowledge: Thorough knowledge of banking and regulation principles. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. Working knowledge of end to end payment workflows (ACH, wires, debit/ATM real time payments, and Faster Payments) Education/Certification: Bachelor's degree in Business preferred plus three to five years experience in the management of an financial operations department with a credit union or bank; or a comparable combination of education and experience in a financial services role. Experience Required: Experience using general office equipment Intermediate to advanced level Microsoft Excel/Word Experience coordinating technology initiatives across digital and core banking systems, including UAT planning, release validation, and stakeholder engagement. Experience with COCC operating system preferred not required Skills/Abilities: Ability to project a professional appearance and positive attitude at all times. Excellent project management, leadership, written and verbal communication and analytical skills. Salary Description $73,000 - $91,000 per year depending on experience

Job Details Glenn Hotel (LHP Glenn1) - Atlanta, GA Full Time $50000.00 - $55000.00 Salary/year Hospitality - HotelDescription Company Overview: We have built our company one person at a time. We understand that our team members are the key to our success. Our superior results begin by hiring and training good people and continue by supporting and retaining them. We build cohesive teams and promote opportunities for growth, development and leadership. Summary: Manage the Front Office operations to achieve customer satisfaction, quality service and compliance with corporate/franchise policies and procedures while meeting/exceeding financial goals. Qualifications Key Responsibilities: • Interview, hire, train, recommend performance evaluations, resolve problems, provide open communication and recommend discipline and/or termination when appropriate. • Implement company and franchise programs and manage the operations of the Front Office (Front Desk, PBX, Bell Stand, Concierge, Transportation, Valet) to ensure compliance with LSOPs and SOPs and to ensure an optimal level of quality service and hospitality are provided to the hotel customers. • Resolve customer complaints, anticipate potential problems by reviewing and monitoring complaints, operational issues, business flow and associate performance to ensure high levels of customer satisfaction and quality. • Interact with the sales staff to discuss and implement sales strategies to continually improve occupancy levels and revenues. • Monitor and maintain the Front Office systems and equipment to ensure their optimum performance.

JOB SUMMARYAs a Conflict Checks Senior, you will play a key role in supporting the firm's commitment to independence and ethical compliance. You will assist in the day-to-day management of the firm's conflict checking and entity independence processes, helping engagement teams identify, evaluate, and address potential conflicts. This includes reviewing flagged conflicts, conducting preliminary research, providing guidance, and escalating issues as appropriate to ensure compliance with regulatory and firm standards. This role reports to the Independence and Ethics Compliance Leader of the UHY LLP National Office and works closely with the Conflict Checks Manager to maintain alignment with the firm's ethical and regulatory obligations. Conflicts & Independence Responsibilities Coordinate and execute the day-to-day conflict check process by reviewing potential conflicts identified through the firm's conflict checking system, researching client and engagement relationships, and advising engagement teams on independence considerations prior to client acceptance Evaluate conflict check submissions and prepare recommendations for escalation to the Manager, Independence and Ethics Compliance Leader, or Independence Committee when higher-level review is required Support the investment audit process by tracking auditee selections, reviewing initial findings, and preparing summaries for Manager review Monitor independence-related updates issued by regulatory bodies (e.g., AICPA, PCAOB, SEC, DOL, GAO) and assist in assessing impacts on firm processes and tools Maintain and update conflict monitoring systems and tools (e.g., Intapp, Entity-tree management), ensuring accuracy and completeness of data and identifying opportunities for process improvements Respond to inquiries from UHY engagement teams and UHY international network firms by performing initial research and providing preliminary guidance or escalation recommendations Contribute to training and awareness efforts by providing real-case insights and feedback to help refine the firm's training related to conflict checks and independence. Collaboration and Quality Management Support the Manager in contributing to UHY LLP Management Committee discussions by preparing updates, summaries, and documentation related to conflicts and independence procedures Apply knowledge of quality management standards to help maintain processes and monitoring activities that support independence and ethics compliance Collaborate with National Office team members to help document and evaluate controls related to conflict checking and independence, including gathering process information and coordinating testing activities Assist in maintaining standardized conflict check procedures and identifying opportunities to improve consistency and efficiency across engagement teams Coordinate communication with independence personnel across UHY international network firms to support consistency and responsiveness on shared engagement matters Supervisory responsibilities N/A Work environment Work can be conducted remotely or in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance, and/or facilitation of in-person training and National Office Team Meetings Required education and experience Bachelor's degree in accounting, business, or related field Paralegal certificate or related experience performing conflict checks in a professional services firm 3+ of experience in public accounting, at a law or professional services firm, including time spent supporting independence, compliance, or conflicts Preferred education and experience Experience with Intapp, Deltek Maconomy, and Salesforce Familiarity with the implementation and ongoing maintenance of quality such as SQMS No. 1, ISQM1 and QC 1000 Familiarity with the Independence rules and Standards for the AICPA, PCAOB, SEC, DOL, and GAO. Familiarity with GASB standards Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

About Us Come join our winning hospitality team, we invite you to be part of Cleveland's future! The Westin Cleveland is a stunning 484 room hotel located in the heart of downtown Cleveland, around the corner from the Rock and Roll Hall of Fame, Great Lakes Science Center and Cleveland Convention Center. For sports lovers, the Huntington Bank Field and Rocket Mortgage Field House Arena are less than a mile away. This beautiful property features refined spaces highlighting dynamic works from local artists adding a touch of class and sophistication to our hotel lobby. Here at The Westin Cleveland, we are looking for individuals who have a passion for outstanding service and creating memorable experiences for our guests to visit us again and again! Don't meet every single requirement of this job? At HEI we are dedicated to building a diverse and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to still send in your information. You may be the perfect candidate for this or for other roles within our organization! We value U.S. military experience and invite all qualified military candidates to apply. Overview We're looking for a passionate and dynamic leader to elevate every aspect of the guest experience, from arrival to departure and beyond. In this role, you'll be responsible for exceeding guest service standards through exceptional training, strategic staffing, and proactive management, ensuring seamless check-ins, personalized interactions, and memorable departures. You'll empower and inspire a team of dedicated service professionals, ensuring they're equipped to anticipate needs and exceed expectations at every touchpoint. With a keen eye for efficiency, you'll manage operational resources, drive cost-effective practices, and continuously monitor guest feedback to create unforgettable experiences. If you thrive in a fast-paced, results-driven environment and have a proven track record in hospitality or customer service leadership, we want you to bring your expertise and passion to our team! Essential Duties and Responsibilities Ensure efficient guest registration, checkout, guest service, and telephone service, while ensuring all brand standards are being applied. Implement company and franchise programs. Prepare forecasts and reports and assist in the development of the room's budget. Monitor and maintain the front office systems and equipment to ensure their optimum performance. Track guest satisfaction surveys and maximize usage of the guest response tracking system. Develop and implement controls for expense management. Utilize labor management tools to schedule and control labor costs. Interview, hire, train, develop, resolve problems, provide open communication, and recommend discipline and/or termination when appropriate of staff members. Ensure timely completion of performance appraisals. Communicate both verbally and in writing to provide clear direction to staff. Interact positively with customers and take action to resolve problems to maintain a high level of customer satisfaction and quality. Ensure compliance of front office, guest service, and PBX standard operating procedures and policies. Ensure all Front Office Quality Standards are complied with and are consistently applied. Coordinate activities with other hotel departments in order to facilitate increased levels of communication and guest satisfaction. Assist in the daily maintenance of room inventory status to achieve optimal levels of revenues while maintaining high levels of guest expectations. Resolve customer complaints; anticipate potential problems by reviewing and monitoring complaints, operational issues, business flow and associate performance to ensure high levels of customer satisfaction and quality. Develop strong relations with the sales team to discuss and implement sales strategies to continually improve occupancy levels and revenues. Regular attendance in conformance with the standards is essential to the successful performance of this position. Comply with attendance rules and be available to work on a regular basis. Perform any other job-related duties as assigned. Qualifications and Skills Minimum of 2 years Front Desk experience, preferably in leadership role. Proficient with PMS system. Advanced knowledge of brand's reward program. Able to handle cash and credit transactions. Computer literacy and financial management a must. Able to effectively deal with internal and external customers, some of whom will require high level of patience, tact and diplomacy to defuse anger and collect accurate information and resolve conflicts. General knowledge of local area attractions and transportation. Able to observe and detect signs of emergency situations. Able to remain calm and alert, during emergency situations and/or heavy hotel activity, serving as a role model for clerks and other associates. Working knowledge of federal, state and local laws governing equal employment opportunity and civil rights, occupational safety and health, wage and hour issues and labor relations, including, but not limited to the following statues and their comparable state and local laws. Able to establish and maintain effective working relationships with associates and customers. Able to make sound business decisions and take action quickly based on previous experience and good judgment. Knowledge of hotel operations, including marketing plans, security and safety programs, personnel and labor relations, preparation of business plans, repairs, maintenance, budget forecasting, quality assurance programs, hospitality law, and long-range planning. Effective verbal and written communication skills. Ability to adapt communication style to suit different audiences, such as effectively communicating with supervisors, coworkers, public etc. Compensation Salary Range: $70,000.00 - $80,000.00 Annually Tipped/Service Charge Eligible? No Discretionary Performance Bonus Eligible? Yes Benefits HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dental programs through Anthem Blue Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and Holiday programs are available for you to rejuvenate with time off. HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal and Child Life insurance as well as Short and Long-Term Disability plans. Our 401(k) Savings Plan with matching funds, and discounts through our 'YouDecide' and Hotel Room Discount programs provide additional incentives for choosing HEI as the employer of your future. Specific details and eligibility of these programs vary by location and employment status. HEI Hotels and Resorts is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

Job Title: Office Manager Pay: $60,000 - $70,000/year Hours: 40/week, 7am-4pm Monday-Friday Type: Contract to Hire The Office Manager oversees the day-to-day administrative and financial operations of the company, ensuring efficiency, compliance, and coordination across all departments. This role supports both internal operations and external communications while maintaining alignment with organizational policies and strategic goals. Key Responsibilities Administration Management Manage daily administrative functions including scheduling, logistics coordination, and document processing. Ensure internal processes comply with organizational policies. Support staff by providing resources to perform effectively. Budget Oversight Oversee and manage the organizational budget using QuickBooks and other financial tools. Monitor expenditures, forecast financial needs, and align spending with budgetary objectives. Collaborate with the Executive Director to maintain financial stability and support long-term planning. Collaboration with the Board Accountant Serve as liaison for financial reporting and audits. Provide documentation for monthly budget reviews and annual audits. Uphold financial transparency, accountability, and compliance. Bookkeeping & HR Compliance Maintain accurate bookkeeping and enforce HR policies. Oversee payroll documentation and ensure compliance with fiscal and HR regulations. Monitor adherence to budget and mitigate financial risk. Internal Program Management Administer internal programs including Learning Management Systems (LMS), in-person training schedules, social media management, and stakeholder communications. Support creative and design collaborations for organizational initiatives. Minimum Qualifications: Ability to pass a background check Authorization to work In the US without Sponsorship. Strong organizational and communication skills. Proficient in QuickBooks and general office management software. Ability to coordinate with management, Board of Directors, consultants, and stakeholders. Attention to detail, accountability, and proactive problem-solving. Benefits: Eligible for Health Benefit Coverage following 60 days of employment, and 401k After 1 Year. Level One Personnel is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other status protected by law.

Escrow Administration Manager - Loan Servicing Compensation: $60,000-$90,000 annually, DOE (No bonus) Employment Type: Full-Time Our client, a well-established organization in the mortgage and loan servicing industry, is seeking a highly skilled Escrow Loan Administration Manager to lead their escrow department. This position is highly confidential. The Escrow Administration Manager will oversee all aspects of escrow account management for property taxes, homeowners insurance, and other related obligations. This includes ensuring timely and accurate disbursements, monitoring balances, analyzing shortages/surpluses, and maintaining compliance with federal, state, and investor guidelines. The ideal candidate will bring strong leadership skills, deep industry knowledge, and proven expertise in escrow administration within a mortgage servicing environment. Key Responsibilities: Ensure accurate and timely management of escrow accounts for property taxes, homeowners insurance, and other related obligations. Monitor escrow balances, coordinate disbursements, and address discrepancies promptly. Analyze account shortages or surpluses and take corrective actions in accordance with regulations and company policy. Maintain compliance with all federal, state, and investor guidelines for escrow management. Serve as the primary point of contact for internal teams, clients, and external vendors regarding escrow matters. Implement process improvements to enhance efficiency and accuracy within loan servicing operations. Oversee vendor relationships and ensure service-level agreements are met. Qualifications: Minimum 5 years of experience in a similar escrow administration management role within mortgage servicing. Proficiency with BKFS MSP loan servicing software (required). Strong understanding of federal, state, and investor guidelines related to escrow accounts. Exceptional analytical, organizational, and problem-solving skills. Proven leadership ability and team management experience. Excellent written and verbal communication skills. Please Note: We do not set the requirements for this role. All criteria are determined by our client and must be followed exactly as outlined. Thank you for your interest! If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters. Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.

About Us At Claremont Resort & Club, we believe that exceptional hospitality starts with extraordinary people. For over a century, our iconic resort has set the standard for luxury and service in the Bay Area. We take pride in creating memorable experiences for our guests-and a rewarding, inclusive workplace for our colleagues. Situated on 22 acres in the Berkeley and Oakland Hills, Claremont Resort & Club seamlessly blends its rich 19th-century history with the modern day to offer the very best of the Bay Area. Guests dine with friends at Limewood, relax at our urban oasis, The Spa at the Claremont, and discover total wellness at The Club at the Claremont- all while taking in the breathtaking views of the San Francisco Bay. Don't meet every single requirement of this job? At HEI we are dedicated to building a diverse and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to still send in your information. You may be the perfect candidate for this or for other roles within our organization! We value U.S. military experience and invite all qualified military candidates to apply. Overview Ensure guest service standards of the guest arrival, departure, and any other guest contact experience are met through optimal training, staffing, and supervision of labor, efficient management of operating supplies, and proactive monitoring of guest service scores and comments. Essential Duties and Responsibilities Ensure efficient guest registration, checkout, guest service, and telephone service, while ensuring all brand standards are being applied. Implement company and franchise programs. Prepare forecasts and reports and assist in the development of the room's budget. Monitor and maintain the front office systems and equipment to ensure their optimum performance. Track guest satisfaction surveys and maximize usage of the guest response tracking system. Develop and implement controls for expense management. Utilize labor management tools to schedule and control labor costs. Interview, hire, train, develop, resolve problems, provide open communication, and recommend discipline and/or termination when appropriate of staff members. Ensure timely completion of performance appraisals. Communicate both verbally and in writing to provide clear direction to staff. Interact positively with customers and take action to resolve problems to maintain a high level of customer satisfaction and quality. Ensure compliance of front office, guest service, and PBX standard operating procedures and policies. Ensure all Front Office Quality Standards are complied with and are consistently applied. Coordinate activities with other hotel departments in order to facilitate increased levels of communication and guest satisfaction. Assist in the daily maintenance of room inventory status to achieve optimal levels of revenues while maintaining high levels of guest expectations. Resolve customer complaints; anticipate potential problems by reviewing and monitoring complaints, operational issues, business flow and associate performance to ensure high levels of customer satisfaction and quality. Develop strong relations with the sales team to discuss and implement sales strategies to continually improve occupancy levels and revenues. Regular attendance in conformance with the standards is essential to the successful performance of this position. Comply with attendance rules and be available to work on a regular basis. Perform any other job-related duties as assigned. Qualifications and Skills Minimum of 2 years Front Desk experience, preferably in leadership role. Proficient with PMS system. Advanced knowledge of brand's reward program. Able to handle cash and credit transactions. Computer literacy and financial management a must. Able to effectively deal with internal and external customers, some of whom will require high level of patience, tact and diplomacy to defuse anger and collect accurate information and resolve conflicts. General knowledge of local area attractions and transportation. Able to observe and detect signs of emergency situations. Able to remain calm and alert, during emergency situations and/or heavy hotel activity, serving as a role model for clerks and other associates. Working knowledge of federal, state and local laws governing equal employment opportunity and civil rights, occupational safety and health, wage and hour issues and labor relations, including, but not limited to the following statues and their comparable state and local laws. Able to establish and maintain effective working relationships with associates and customers. Able to make sound business decisions and take action quickly based on previous experience and good judgment. Knowledge of hotel operations, including marketing plans, security and safety programs, personnel and labor relations, preparation of business plans, repairs, maintenance, budget forecasting, quality assurance programs, hospitality law, and long-range planning. Effective verbal and written communication skills. Ability to adapt communication style to suit different audiences, such as effectively communicating with supervisors, coworkers, public etc. Compensation Salary Range: $87,000.00 - $97,000.00 Annually Tipped/Service Charge Eligible? No Discretionary Performance Bonus Eligible? No Benefits HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dental programs through Anthem Blue Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and Holiday programs are available for you to rejuvenate with time off. HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal and Child Life insurance as well as Short and Long-Term Disability plans. Our 401(k) Savings Plan with matching funds, and discounts through our 'YouDecide' and Hotel Room Discount programs provide additional incentives for choosing HEI as the employer of your future. Specific details and eligibility of these programs vary by location and employment status. HEI Hotels and Resorts is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. Applicants with arrest or Conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance and the California Fair Chance Act.