Take your career to new heights with Lobel Financial, where your ambition and drive can help shape the future of automotive finance! Lobel Financial is a trusted leader in the automotive finance sector with over 40 years of experience in full spectrum automotive lending. We are dedicated to partnering with auto dealers to provide auto loans that empower families across the country to achieve their vehicle ownership dreams. By partnering with automotive dealers nationwide, we deliver exceptional service and industry leading auto finance solutions that drive growth and success.
Job Description:
We are on the lookout for highly motivated Area Sales Managers who are eager to take their careers to the next level. In this role, you will be responsible for managing a specific geographic area while fostering strong relationships with automotive dealers and driving substantial sales growth. Your primary objective will be to influence auto dealers to submit retail auto loan applications and ensure they consistently meet Lobel financials' performance standards
Key Responsibility:
* Consistently Exceed Goals: Develop and implement strategies to not only meet but exceed sales goals within your assigned territory.
* Foster Mutually Beneficial Partnerships: Build and maintain strong relationships with automotive dealers to enhance collaboration and increase profitability for both companies
* Prospect New Dealers: Actively seek and onboard new dealerships, expanding Lobel financials' reach and market presence.
* Influence Outcomes and Drive Service Excellence: Communicate the value of Lobel financials' products and services effectively; providing outstanding support to dealer accounts in your sphere of influence.
* Plan and Organize: Strategically plan and organize your daily activities to maximize potential selling opportunities and generate revenue for Lobel Financial.
* Training and Development: Educate assigned dealers on Lobel Financial's program offerings, ensuring they are well-equipped to utilize our platform effectively.
* Travel Requirements: Embrace the travel aspect of this role and become a road warrior, spending quality time in dealerships and building relationships firsthand.
Qualifications:
* Proven sales experience, particularly in automotive finance or subprime finance sectors, with a track record of meeting or exceeding sales targets consistently.
* Must possess strong relationship-building skills with a dealer-centric approach.
* Excellent communication, negotiation, and interpersonal skills.
* Ability to work independently, manage multiple priorities, and thrive in a fast-paced environment.
* A results-driven mindset with a focus on revenue generation and business growth.
* Willingness to travel extensively to engage with dealer's clients and prospects alike.
* Previous experience delivering positive outcomes in subprime auto finance environment.
Why Join Us:
At Lobel Financial, we are committed to fostering a supportive work environment that encourages professional growth and unlimited earning potential. As part of a company with ambitious growth plans and a solid reputation in the automotive finance industry, you will have the opportunity to make a significant impact on our company's growth in your area of responsibility.
About Lobel Financial:
Lobel Financial is a full-spectrum auto financing solution that specializes in the acquisition and servicing of prime to sub-prime motor vehicle retail installment contracts. We are head quartered in Southern California and have a market presence coast-to-coast.
Employees choose Lobel because of the work-life balance, positive company culture, reward system, benefits and flexibility. If you are an employee and you want to work with a company that is consistently growing, offers competitive salaries and benefits, promotes their employees, and provides a stable work environment, then you've found it with Lobel.
Lobel Financial is an equal opportunity employer.
$77k-112k yearly est. 5d ago
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Debt Collector
Lobel Financial 3.6
Lobel Financial job in Anaheim, CA
Join a Leading Team at Lobel Financial!
Ready to advance your career in finance? Lobel Financial, a leading name in the auto finance industry, invites you to grow with us. Ranked among the top 20 in our field, we pride ourselves on fostering a supportive environment where your dedication and drive can lead to limitless career advancement opportunities. Enjoy competitive benefits, work-life balance, and the chance to make a real impact with a company that values your growth and success.
Position: Debt Collector (30+/late stage collector)
Location: Anaheim, CA
Why Join Us?
Career Growth: We believe in promoting from within and empowering our employees to develop their skills.
Comprehensive Benefits: Enjoy 401K matching, medical, dental, and vision coverage, optional life insurance, paid holidays, and generous paid time off!
What You'll Do:
Manage Collections: Contact customers with delinquent loans to secure payments, commitment agreements, or establish repayment plans.
Customer Service: Provide professional and empathetic customer service regarding collection issues, maintaining a positive customer experience.
Communication: Utilize phone and email to effectively communicate with customers, ensuring all interactions are accurately documented.
Adherence to Regulations: Follow state and federal debt collection laws and company policies and procedures.
Account Management: Monitor and maintain assigned accounts, processing account adjustments resolving discrepancies, and serving as a proactive liaison between creditors and customers.
Skills & Qualifications:
Bilingual Skills: Fluency in English and Spanish is strongly preferred.
Time Management: Excellent ability to prioritize and multitask effectively in a fast-paced environment.
Detail-Oriented: Strong attention to detail and accuracy in documentation and account management.
Communication Skills: Excellent written and verbal communication skills.
Computer Proficiency: Working knowledge of Microsoft Office programs and ability to learn company-specific databases.
Customer Focus: Commitment to delivering excellent customer service and resolving issues effectively.
Problem Solving: Strong organizational, negotiation, and problem-solving skills.
Preferred Qualifications:
Previous experience with collections within the auto loan industry.
Ready to Make an Impact? Join a team that values your skills and offers opportunities for professional growth. Apply today and discover a fulfilling career at Lobel Financial!
$38k-44k yearly est. 1d ago
Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Saint Augustine, FL job
Your Opportunity:
Assistant Store Manager InstaLoan St. Augustine, FL
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $ per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the โCompanyโ), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the โCompanyโ) uses artificial intelligence (โAIโ) tools to assist in its recruitment and hiring process.
Read the AI Use Consent and Acknowledgement for more information.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$29k-36k yearly est. Auto-Apply 1d ago
Manager, Fund Financial & Tax Reporting
Fidelity Investments 4.6
Westlake, TX job
The Role
The Tax Manager is primarily responsible for providing tax support and oversight for Fidelity's alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts. The manager is responsible for:
Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies.
Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065/K-1/K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks.
The Expertise and Skills You Bring
Bachelor's degree or equivalent experience in Finance or Accounting
3+ years proven experience in investment management tax operations, or related tax specialty strongly preferred
Familiarity with tax research techniques
Broad knowledge of accounting and tax principles
Ability to embrace and adapt to a constantly evolving regulatory and technology environment
Ability to work in a collaborative environment
Comfortable in a fast paced, deadline-oriented environment
Interpersonal and time management skills
Flexibility to work overtime (as needed) to fulfill the job requirements
Tax experience with Real Estate Investment Trust, private credit funds, Private Equity fund of funds, Regulated Investment Company and/or Canadian mutual fund a plus
Experience with accounting platforms InvestOne, Geneva, and Yardi a plus
The Team
The Tax Manager role is part of the Tax Operations team within the Fidelity Fund Investment Operations business unit. The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury.
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#FFIOALTS
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$74k-94k yearly est. 2d ago
Revenue Manager
Huntington San Francisco 4.4
San Francisco, CA job
Compensation Type: Yearly Highgate Hotels:
Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America.
With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value.
With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. ****************
Location:
Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer.
Overview:
The Revenue Manager is responsible for identifying and maximizing all potential revenue opportunities for the hotel. In today's lodging environment, understanding channel and yield management is critical for maximizing revenues. The Revenue Manager is responsible for formulating long and short-term Revenue Management strategies and for overseeing their successful execution towards the advancement of RevPAR market share. This includes the analysis of revenue potential generated by the transient and group market segments as well as the market segmentation within transient and group. One will combine this with catering and space utilization as well as other revenue considerations (i.e.: golf, spa, etc.) in order to determine the appropriate mix of business to achieve revenue potentials every day of every year.
Responsibilities:
Establish hotel pricing levels in all segments.
Responsible for the daily room inventory management process and daily pricing process.
Monitor competitor rates, positioning, strategies and data; maintain understanding of the dynamics of the local market and demand generators and present appropriate action plans to management.
Monitor and communicate fluctuations in occupancy to operational departments so they can effectively manage staffing requirements and increase efficiency.
Analyze local events and activities and project the effect of opportunities they create.
Understand the macro and micro-economic variables affecting supply and demand in the local marketplace, and use this knowledge to create accurate operational and financial room revenue forecasts.
Perform unconstrained demand analysis to determine optimal business mix.
Responsible for all short and long term forecasts including Weekly Forecasts, 30 60 90 Forecasts, In the month forecasts, and Full year forecasts.
Oversee process for evaluating all opportunities for contracted business (group, wholesale, corporate negotiated, etc.) presented through the Sales department. Ensure that process enables high speed of response while maximizing profits.
Responsible for the maintenance of any software programs which contribute to the management of rooms revenue, including the CRS, RMS, PMS and Sales & Catering system.
Monitor RevPAR index on STR report and provide critical analysis of performance on weekly and monthly basis.
Prepare annual Rooms revenue budget.
Chair weekly Revenue Strategy meetings in order to formulate and disseminate strategies and tactics. Ensure that prior decisions are re-visited in this forum in order to evaluate their effectiveness and promote learning.
Prepare and present quarterly presentations to ownership.
Ensure all distribution channels have correct content and pricing.
Develop and maintain a close relationship with the market manager of Third Party Intermediaries to maximize the opportunities with these channels.
Develop and maintain relationships with other market revenue managers and Directors of Revenue to create a network of peers in your community
Coordinate survey activities involving marketing and service opportunities to further enhance revenue potential.
Actively develop all subordinates, ensuring that they have opportunities to grow their Revenue Management and leadership skill base through personal attention, internal/external training and participation in industry events.
Responsible for Internet Marketing such as pay per click campaigns, e-mail blasts, GDS advertising, etc.
Establish and communicate sales strategy for day, week, month and rolling 12 months.
Communicate any strategy changes or update any calendars for the sales team to use.
Analyze prior night successes: Did the hotel sell out? Were the right decisions made for overselling? Address the opportunities in Highgate Hotel Business Review (HHBR) morning meeting.
Place test calls to Central Reservation Office (CRO) and property to ensure accuracy of rate quoting, restrictions and selling approach.
Manage and communicate group cut off dates. Run a group rooms control log (GRC) as well as pick up report from Property Management System (PMS) for 90 days. Verify pick up to actual block, cut off date, and whether or not you should extend, etc.
Update the Daily Market Segment Analysis (DMSA). Ensure accuracy from the daily Flash Report. Review actual performance versus Potential performance.
Complete all required month end reports with detailed analysis. If necessary, complete action plans for the property to follow to create additional production/revenue.
Review Hotelligence reports for trends, booking windows and sources of business as well as rates compared to competition.
Qualifications:
At least 2 years experience in the Revenue Management field as manager or senior analyst
Bachelor's degree or equivalent in Hotel or Hospitality Management or closely related field
In-Depth knowledge of all industry reports such as STR, Hotelligence, Market Vision, etc.
Proficient in Microsoft Excel, Word, Power Point
Opera/Synxis systems- ideal
Ability to work quickly in a high-pressure & high stress environment
Ability to communicate clearly both verbally and in writing
Excellent time management skills
Exceptional with details and follow up
Flexible and long hours sometimes required.
Maintain a warm and friendly demeanor at all times.
Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner.
Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests.
Must be able to multitask and prioritize departmental functions to meet deadlines.
Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner.
Attend all hotel required meetings and trainings.
Participate in M.O.D. coverage as required.
Maintain regular attendance in compliance with Highgate Hotel Standards, as required by scheduling, which will vary according to the needs of the hotel.
Maintain high standards of personal appearance and grooming, which include wearing nametags.
Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel operations.
Maximize efforts towards productivity, identify problem areas and assist in implementing solutions.
Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary.
Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives.
Must be able to maintain confidentiality of information.
Perform other duties as requested by management
$93k-123k yearly est. Auto-Apply 2d ago
Digitalization Expert: Enterprise Automation & Data
Caterpillar Financial Services Corporation 4.5
Irving, TX job
A leading financial services company is seeking a Digitalization Expert to support enterprise-wide digitalization initiatives. Responsibilities include leading system deployment, improving transactional processes through RPA, and advanced statistical modeling. Must be proficient in high-level coding languages like C++ and Python, with strong strategic and organizational skills. The role involves in-office work five days a week and offers opportunities for creating significant operational efficiencies across the company.
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$126k-190k yearly est. 3d ago
Executive Assistant for CEO Team
Q Investments 4.1
Fort Worth, TX job
The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must.
Base plus bonus (with full benefits) competitive with market and depending on experience.
Responsibilities will include:
Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions
Extensive experience scheduling & managing private air travel
Managing vendors and serving as a liaison
Researching and developing new ideas and projects
Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well.
The successful candidate will:
5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise
Be incredibly organized and detail oriented
About The Q Family Office
Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
$87k-125k yearly est. 2d ago
Technical Account Manager (Western USA)
Ajax Systems Inc. 3.6
Portland, TX job
Ajax Systems is an international technological company and Europe's largest security system manufacturer. In addition, the company offers solutions for video surveillance, smart homes, fire detection, and flood prevention. The product portfolio includes 180 wireless and wired devices for security and automation. Today, Ajax protects over 3.5 million users in 187 countries worldwide. The company employs 4,100 specialists.
We develop local teams because we understand local experts best comprehend market specifics. The company has sales representatives worldwide, including Italy, Spain, Germany, France, the United Kingdom, the USA, Australia, South Africa and other regions. The Global Business Development team is like-minded people who share the ambitious goals of Ajax Systems.
The company emerged against the backdrop of revolution and war. That's why resilience is the cornerstone of the brand's DNA, and the fight against evil by creating the best security and automation devices is Ajax's unwavering mission.
Ajax Systems is a Ukrainian success story, a place of incredible strength and energy.
Qualifications
Minimum of 5 years' professional experience in alarm systems, video surveillance, security, IT, telecommunications, or related industries.
Strong working knowledge of CCTV systems, access control technologies and fire alarm systems.
Proven handsโon experience in designing and installing video surveillance, fire alarm, or other security systems.
Experience delivering offline and online technical training to technical audiences.
Excellent presentation, communication, and interpersonal skills.
Flexible and willing to travel for business trips, trade shows, and other professional events.
Selfโmotivated and independent, with an outgoing personality and a proactive approach to work.
NICET and ESA certifications are an asset to the role
Responsibilities
Conduct technical seminars, exhibitions, presentations, and webinars on Ajax products for both customers and company employees.
Present product roadmaps and new feature updates to Ajax Systems distributors and dealers.
Proactively manage and schedule open classes, private classes and onโdemand requests for training and support for Ajax products and technologies.
Promote and demonstrate product solutions tailored to customer requirements; provide technical consultations and support to key clients.
Perform market research and competitive product analysis to identify strengths, opportunities, and areas for improvement.
Build and maintain longโterm relationships with key company partners.
Test product features and prepare technical documentation for new products and solutions, collaborating closely with crossโfunctional teams.
Support the sales team by following up on leads through the company's CRM portal.
Analyze customer needs in partnership with the sales department to identify optimal product solutions.
Actively participate in the beta testing of new products and services providing expert feedback to product management to refine solutions.
We offer
Competitive compensation that includes a base salary and performanceโbased bonuses
Car allowance, petrol and all business costs covered by the company
Health & Life insurance
401(k)
Growth Opportunities
Impactful work
Innovative Environment
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$76k-108k yearly est. 3d ago
Attorney - Intellectual Property
Grayrobinson, P.A 4.5
Miami, FL job
GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues.
Candidates must be admitted to the Florida Bar or willing to seek admission in the 12 months following date of employment. Must have litigation experience, excellent analytical, research, and writing skills. Additional skills include the ability to successfully work on multiple projects simultaneously and autonomously, with keen attention to detail. Familiarity with e-discovery and e-discovery programs a plus. International experience and foreign language skill also a plus but not necessary.
We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer.
Please click here to submit your cover letter and resume and apply.
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$52k-95k yearly est. 1d ago
Loan Originator - Kayne Anderson Real Estate
Kayne Anderson Capital Advisors 4.7
Boca Raton, FL job
Title: Vice President / Director / Managing Director (Depending on Experience)
Location: Boca Raton, FL (Full Time / In Office)
About Kayne Anderson Real Estate
Kayne Anderson Real Estate is a leading real estate investment firm, managing nearly $20 billion in assets across opportunistic equity, core equity, and real estate debt, with sector expertise in medical office, seniors housing, offโcampus student housing, multifamily housing, selfโstorage, and light industrial. Kayne Anderson Real Estate is part of Kayne Anderson, an approximately $40 billion alternative investment management firm with more than 41 years of experience in the real estate, credit, infrastructure, and energy sectors.
With more than 130 professionals, Kayne Anderson Real Estate has consistently demonstrated its ability to bring more to an opportunity than equity capital, enhancing a project's overall performance and quality by incorporating best practices and effective alternatives in the design, construction, documentation, financing, and operation of investments. The firm's entrepreneurial spirit and resilient culture, combined with a reputation for quick response, firm commitment, and timely execution, has solidified Kayne Anderson Real Estate's reputation and resulted in strong relationships with developers, owners, operators, financing sources, and other intermediaries. (As of October 2025)
Position Overview
We are seeking a highly skilled real estate debt investment professional to join our growing team. The new hire will play a leading role in sourcing, structuring, and managing real estate debt investments. In particular we are seeking a candidate who has experience in (i) purchasing nonโperforming and subโperforming loans, (ii) loan workouts, and (iii) direct highโyield lending. This is a highly visible role with direct responsibility for investment strategy, deal execution, and portfolio management within the firm's expanding platform.
General Position Responsibilities
Lead the origination, underwriting, and structuring of debt investments across various real estate asset classes.
Build and maintain relationships with borrowers, lenders, brokers, and other capital markets participants to source proprietary deal flow.
Oversee financial modeling, investment analysis, and due diligence processes to evaluate new opportunities.
Manage the execution of complex transactions, including negotiation of loan documents and closing processes.
Monitor and manage portfolio performance, including risk management, asset surveillance, and value optimization strategies.
Partner with senior leadership to shape investment strategy and capital deployment.
Mentor junior team members, providing guidance on deal analysis, execution, and market insights.
Qualifications
7+ years of experience in real estate debt investing, credit, or structured finance, ideally with a private equity, investment management, or real estate investment platform.
Strong track record in sourcing and executing transactions.
Deep knowledge of capital markets, real estate debt structures, and risk/return analysis.
Proven ability to lead deal execution from origination through closing and asset management.
Exceptional financial modeling, analytical, and negotiation skills.
Established industry relationships with borrowers, lenders, and intermediaries.
Strong leadership, communication, and presentation skills.
Bachelor's degree in finance, real estate, or related field required; advanced degree or CFA/MBA a plus.
Benefits
Competitive medical, dental, and vision insurance
Flexible spending accounts (dependent care, healthcare, limited purpose FSA)
Accident and Critical Illness insurance
Long Term Disability insurance
Competitive 401(k) benefits
Pet healthcare savings program
Member's Only Healthcare - healthcare navigation
WellHub - corporate wellness platform
$10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy)
Rocket Lawyer legal benefits
Reimbursement of professional society memberships and exam fees
Up to $10,000 matching annually for contributions to qualified non-for-profit organizations
Parental leave
Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire.
Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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$36k-52k yearly est. 2d ago
Senior Real Estate Debt Investment Lead
Kayne Anderson 3.0
Boca Raton, FL job
A leading real estate investment firm in Boca Raton is seeking a Vice President / Director / Managing Director to lead debt investment strategies. The candidate will have 7+ years of experience in real estate debt investing, demonstrating strong analytical and negotiation skills. Key responsibilities include sourcing loans, managing transactions, and overseeing portfolio performance. The role offers comprehensive benefits, including health insurance and a competitive 401(k) plan, fostering an empowering work environment.
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$84k-128k yearly est. 3d ago
Senior Credit Analyst - Syndicated
Intercredit Bank N.A 3.2
Miami, FL job
This position will be embedded within the Syndications team, providing credit expertise to support the origination, distribution and management of syndicated loan transactions in the USA. The role and will be responsible for analyzing and evaluating primary and secondary loan opportunities, preparing thorough credit assessments, and ensuring that transactions align with the bank's appetite and policies. This position requires strong analytical capabilities, market knowledge of syndicated loan is a plus, and the ability to coordinate closely with internal stakeholders and Credit Department Managers.
Compliance with OFAC Regulations is the responsibility of ALL employees of the Bank. Employee is expected to be familiar with and have knowledge of the requirements of OFAC Regulations.
DUTIES & RESPONSABILITIES:
โข Prepares credit analysis report for use by lending officers and the Bank's respective Credit Committees for their consideration to approve or deny credit facilities for corporate and institutional USA borrowers. In order to accomplish this function, the analyst:
o Verifies that the required audit level for financial information submitted by the borrowers conforms to Bank's policy.
o o Analyzes financial ratios derived from the spreading of the financial information.
o Reviews the comparative spreads of borrower's and peer group's ratios and draws appropriate conclusions.
o Runs and analyzes appropriate credit reference reports such Standard & Poors, Moody's, and Fitcho
o Requests and reviews credit references from other available informational sources.
o Prepares credit analyses reports by presenting facts, and offers reasoned opinions in respect to the credit condition of the borrower being reviewed.
All of this work is conducted in a largely independent manner, with only occasional consultation and review by the Credit Department Manager.
โข Prepares industry study reports on the industries in which the Bank extends credit. Reviews the Bank's portfolio position in each industry being analyzed and assesses the overall risk position being incurred.
โข Provides clear assessment as to whether a proposed or existing loan is within established credit policy guidelines.
โข Maintains extensive communication with Lending Officers, and Credit Department Managers providing assistance on the preparation of new loans and renewals.
โข Assists the Credit Managers and Chief Credit Officer in training and supervising more junior credit analysts by showing them how to spread and analyze financial statements, prepare peer group comparisons, calculate and utilize financial ratios, understand and utilize cash flows, and evaluate all of the non-numerical aspects of evaluating credit risk.
โข Provides necessary support to Credit Managers, Credit Portfolio Managers, and Chief Credit Officer.
DESIRABLE EXPERIENCE AND SKILLS:
โข Requires a Bachelor's degree, preferably with a business, finance major or related field. An advanced degree in business, finance, or economics is desirable.
โข A minimum of three - four years previous credit training and experience is required, preferably within syndicated loans, or corporate banking .
โข Requires strong knowledge and experience with word processing and spreadsheet software such as Microsoft Word and Excel. A high level of accuracy is important.
โข Work typically involves reading, large amounts of writing, and substantial arithmetical calculations. Requires the ability to conduct research, strong conceptual and analytical skills, and the ability to write and speak effectively.
Strong time management and organizational skills, with the ability to prioritize and manage multiple transactions.
โข Fluency in both spoken and written Spanish is highly desirable.
Work is typically sedentary and requires the ability to work using computer equipment for up to 95 percent of the workday.
BSA COMPLIANCE
I understand and acknowledge that, in addition to the duties outlined in this job description, I am also responsible for ensuring that my duties are performed in full compliance with all of the bank's Bank Secrecy Act, Anti-Money Laundering, and OFAC policies and procedures as well as related Federal Laws and Regulations. Furthermore, I understand that I must create and foster a culture of BSA, AML, and OFAC Compliance within the institution. Lastly, I agree to address any and all questions I may have about the Bank's BSA/AML/OFAC Program to the Bank's BSA Department.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to fingers, handle, or feel and talk or hear. The employee frequently is required to stand, walk, sit, and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIROMENT
The work environment characteristics described here are representative of those employees' encounters with performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock. The noise level in the work environment is usually moderate.
Intercredit Bank is an equal opportunity employer.
$75k-108k yearly est. 3d ago
Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Conway, SC job
Your Opportunity:
Assistant Store Manager Check Into Cash Conway, SC
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the โCompanyโ), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'd thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$15 hourly Auto-Apply 3d ago
Commercial Relationship and Servicing Supervisor
Countryplace Mortgage 3.6
Plano, TX job
ABOUT THE ROLE
CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, manufacturing partners, auditors, and vendors.
This position combines high-level commercial account servicing responsibilities with strategic business relationship functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilities.
ESSENTIAL DUTIES & RESPONSIBILITIES
Strategically engage with factories and dealers to manage high-value commitments
Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalability
Identify operational gaps and lead resolution efforts through process redesign and documentation
Develop and maintain SOPs, training guides, and workflow documentation
Monitor KPIs and operational metrics, presenting insights and recommendations to leadership
Lead cross-functional initiatives to align commercial lending operations with broader business goals
Champion system enhancements and automation opportunities, including Solifi optimization
Support internal audits and compliance reviews, ensuring adherence to regulatory and company standards
Serve as a liaison between account management and underwriting to ensure process alignment
Oversee and approve complex invoice and MCO transactions with minimal oversight
Analyze credit line utilization trends and advise on optimization strategies
Lead reconciliation of monthly billing statements and ensure financial accuracy
Facilitate payment processing and troubleshoot exceptions
Coordinate third-party inventory inspections and lead resolution of audit discrepancies
Perform payoff workflows, ensuring compliance and timely document delivery
Lead onboarding for new dealers, delivering expert-level training and support
Review and authorize pending orders, applying advanced credit and curtailment analysis
Ensure accurate and timely data entry into Solifi for approved orders
Provide strategic payoff guidance to dealers and third-party lenders
Perform document distribution upon loan payoff
Implement delinquency management strategies and lead recovery efforts
Partner with underwriting to assess and recommend credit line adjustments
Manage Help Scout communications and ensure timely resolution of escalated issues
Foster long-term dealer and supplier relationships, acting as a strategic consultant
Audit inspection reports and lead resolution of complex unit discrepancies
Lead financial documentation collection for annual reviews, ensuring compliance and completeness
Draft and execute formal collection communications, supporting legal and credit recovery efforts
Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excellence
Mentor peers and junior Account Managers on best practices and process adherence
Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-making
Collaborate with the CPM Business Relationship Managers and CPM Retail Sales team to process and route for approval dealer eligibility for retail financing programs
POSITION REQUIREMENTS, CAPABILITIES & SKILLS
Strategic, self-directed, and highly accountable
Excellent interpersonal skills and ability to build rapport across diverse teams and clients
Proven ability to design and manage complex operational processes
Exceptional interpersonal and leadership skills
Mastery of written, verbal, and presentation communication
Bilingual proficiency preferred
Expert-level proficiency in Solifi preferred
Proven ability to manage high-risk accounts and complex collections
Consultative approach to client service, balancing business goals with relationship management
Comfortable presenting to senior leadership, with the ability to translate operational data into actionable insights
MINIMUM QUALIFICATIONS
Bachelor's degree required, in Finance, Accounting, or Business
3+ years of commercial loan servicing in manufactured housing, auto, RV, or marine
OR
5+ years of commercial loan servicing in finance or banking
Advanced spelling and grammar skills
Working knowledge on applicable computer software systems to include Microsoft Office and internal software
WE OFFER
Competitive Salary
Medical/Dental/Vision Insurance
Paid Holidays
401K Match
Generous PTO
FSA/HSA Plans
Life /Disability/Accidental Insurance and much more!
$50k-75k yearly est. 1d ago
LEGAL COUNSEL MANAGER - WATERFORD
First Bank 4.6
Miami, FL job
The VP Legal Counsel is responsible for all legal activities within the Bank's Florida Region, overseeing the legal team and ensuring the region's operations comply with applicable laws and regulations. This role provides strategic legal counsel to management and all business, operational, and administrative units in the region. The VP Legal Counsel supports the Corporation's Legal Department, as it relates to the region, on vendor contract negotiation, major transactions, litigation, and regulatory matters, keeping management informed of relevant legal developments.
Essential Responsibilities:
Lead and manage all legal matters for the Bank's Florida operations, including research and interpretation of local and federal banking laws.
Advise management and department heads on legal risks, policy formulation, and compliance issues.
Conduct comprehensive legal research on specialized topics, including statutes, regulations, case law, and legal periodicals.
Provide legal counsel on employment, compensation, benefits, training, communications, and other operational matters.
Support internal investigations as needed.
Advise Credit Officers on corporate and commercial financing agreements and amendments.
Oversee residential and commercial loan closings, including drafting and negotiating loan documents.
Review, draft, and negotiate contracts and agreements with vendors, partners, and clients, ensuring legal compliance.
Manage relationships with external counsel and other legal service providers.
Represent the Bank in real estate transactions, legislative and regulatory hearings, and related matters.
Assist in litigation and coordinate with regulatory and independent auditors and examiners.
Review and approve documentation for billings, probate claims, title disputes, and other legal issues.
Support the Subpoenas & Legal Requirements Unit for matters served by law enforcement, government agencies, and courts.
Respond to levies, writs of garnishment, and subpoenas.
Oversee foreclosure litigation, including review of accounts recommended for foreclosure.
Negotiate agreements for the sale of OREO property.
Contribute to drafting and updating policies and procedures for the Corporation in the region.
Assist in departmental budgeting and management.
Prepare and deliver training sessions for internal clients.
Represent the Bank in business, government, and community activities.
Independence of Judgment:
The degree of judgment is related to the identification and definition of new problems of moderate complexity and recommendation of action or decision on specialized and complex subjects of impact for important functions of the Corporation.
Impact Errors:
The impact of errors of this position could affect other department activities, as well as the Corporation's reputation with government entities, regulatory agencies, and the community in general. It could also affect material activities for the Bank, either from other divisions or departments, or within.
Competencies:
Computer proficiency
Fully Bilingual - Write, speak and comprehend English and Spanish
Strong Analytical Skills
Interpersonal communication skills
Initiative:
Striving for Excellence
Teamwork and Diversity
Negotiation skills
Problem solving capabilities
Good Analytical abilities
General Banking and Business Knowledge
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Specific vision abilities required by this position include close and distance vision. While performing the duties successfully, the employee is regularly required to sit; use hands, handle or feel, talk and hear. The employee is occasionally required to stand and walk. Able to handle pressure and juggle multiple priorities.
Education/Experience:
Juris Doctor (JD) from an accredited law school.
Minimum of 10 years of progressively responsible legal experience representing financial institutions.
Familiar with banking law, employment law and litigation concepts, practices and procedures.
Proven leadership and team management skills.
Flexible work schedule
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills required of personnel classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUALEMPLOYMENT OPPORTUNITY EMPLOYER
EQUALEMPLOYMENT OPPORTUNITY EMPLOYER
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$50k-87k yearly est. 3d ago
Wealth Strategy & Private Banking Advisor
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking an experienced Private Banker in Dallas, Texas. The role demands strong client relationship management skills and expertise in wealth management. Candidates should have at least three years of experience in Private Banking or Financial Services and hold a Bachelor's Degree. The successful candidate will manage client assets, generate new business, and provide tailored financial solutions. This position requires strong communication skills and a proactive approach to meeting client needs.
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$54k-88k yearly est. 2d ago
Inside Sales Representative
Lobel Financial 3.6
Lobel Financial job in Anaheim, CA
Lobel Financial, a leading name in the auto finance industry, invites you to grow with us. Ranked among the top 20 in our field, we pride ourselves on fostering a supportive environment where your dedication and drive can lead to limitless career advancement opportunities. Enjoy competitive benefits, work-life balance, and the chance to make a real impact with a company that values your growth and success.
Position Summary
Inside Sales Representatives are responsible for meeting sales goals, obtaining new accounts and maintaining a professional company image. The successful candidate will be proficient in building relationships with new and used car dealers. Inside Sales Representatives are also responsible for promoting and encouraging company products and services to existing and potential dealer customers while maintaining a superior customer service platform. This individual will be a detailed oriented, innovative self-starter and a congenial salesperson.
Basic Responsibilities
Consistently meet or exceed sales goals
Competitively prospect new business in local markets as assigned
Generate leads by cold calling local dealerships, and presenting products and services
Service existing dealer accounts in local and regional territories
Plan and organize a daily work schedule to call on existing or potential sales outlets
Handle Dealer questions, complaints and concerns as quickly as possible
Train dealers on company products and services and our internet portal
Stay informed about market trends and product advancements to provide valuable insights and recommendations.
Additional duties and responsibilities as required or assigned
Skills & Qualifications
Great communication skills
Previous sales experience in the auto industry
Excellent verbal and written communication skills
Effective time management and planning skills
Self-motivated
Strong negotiating and networking skills
Superior customer service skills
Ability to relate and address dealer requests and inquires
Computer savvy
Bilingual English/Spanish is a PLUS
Company Benefits
Lobel Financial employees can access a wide range of benefits including 401K matching, medical, dental, and vision coverage. We also offer optional life insurance, paid holidays, and generous paid time off! We believe in promoting from within and empowering our employees to develop their skills.
Lobel Financial is an equal opportunity employer.
No Agencies Please!
$42k-72k yearly est. 27d ago
Customer Service Representative
Service 1St. 3.9
Santa Ana, CA job
Service 1st Contractors have proudly served Southern California since 1985! We specialize in the installation, maintenance, and repair of Commercial Plumbing, HVAC, Refrigeration, Kitchen Equipment, Electrical, and Pool Systems for the Property and Facilities Management Industry.
Job Description
Remote ยท Santa Ana, CA, United States
Summary
We are looking for people who want more than just a job - who want to make a difference in the communities where we live and work. Our organization has a positive core culture and a commitment to excellence through continuous improvement. Customer Service Representatives are a driving force of the company to many of our customers and non-customers alike. We view this role as one of the single most important positions. Individuals on this team help customers meet their goals by handling routine task and giving a warm welcome to everyone who calls in for assistance. You can work anywhere in the US ( REMOTELY ) due to the Covid-19 Pandemic.
Essential duties and responsibilities :
Provide customer service and use problem solving skills to satisfy customer needs (may be in person and/or via the telephone).
Resolve online service customer requests through research and navigation within the organization, or escalation to an appropriate resource.
Investigate and resolve problems for employees and customers via telephone or in person and escalate to management as appropriate.
Build and maintain strong relationships with all internal and external customers.
Perform and/or assist with a full range of customer service oriented telephone activities; responds to customer inquiries and determines appropriate response or direction for the caller and customer escalations as needed.
Computer data entry and inquiry.
Prepare and/or complete various reports and forms accurately.
Comply with regulatory and state and federal laws
Follow all security procedures
Relationships
Daily contact with customers and prospective customers in providing assistance to fulfill their needs.
Frequently confer with other departments providing assistance and coordination of operations.
Occasional contact with members of professions with whom the incumbent must consult from time to time, i.e., attorneys, accountants, and other financial intermediaries.
Qualifications
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
High school diploma or general education degree (GED)
Skills
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent.
Ability to apply common sense understanding to carry out detailed written or oral instructions.
Ability to deal with problems involving a few concrete variables in standardized situations.
Ability to promote the sale of products and services through verbal recommendation.
Requires the basic skills associated with the general use of computers and other business office equipment.
Ability to offer flexibility in a changing work environment is imperative.
High attention to detail.
Physical demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk or hear.
The employee frequently is required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee is occasionally required to sit.
The employee maybe asked to move files, boxes and/or small pieces of furniture and must regularly lift and/or move up to 10 pounds, frequently lift and/or move up to 50 pounds.
Specific vision abilities required by this job include close vision in working with computers, and peripheral vision in acknowledging customers and keeping a general awareness of activity in the work area.
Work environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock in working with standard office equipment.
The noise level in the work environment is usually moderate.
Additional Information
All your information will be kept confidential according to EEO guidelines.
$32k-39k yearly est. 18h ago
President & CEO - Visit Huntington Beach
Kentucky Society of Association Executives Inc. 3.5
Huntington Beach, CA job
Visit Huntington Beach (VHB) is the official destination marketing organization for Huntington Beach, California - Surf City USA. A 501(c) (6) private, non-profit organization, VHB's mission is to support and advocate for the economic vitality and quality of life for the Huntington Beach community through inspirational destination marketing and brand management. Its programs encompass marketing, public relations, group sales, visitor and partner services, advocacy, and tourism development.
VHB embodies a community-focused spirit of service that is proactive and strategic. The organization emphasizes teamwork, staff engagement and commitment, inclusion and belonging, professional development and accountability, community support, and sustainability. Representing the best of Huntington Beach at a professional, high-quality, laid-back luxury level, the team is dedicated to delivering the Surf City USA brand promise.
Visit Huntington Beach is seeking an accomplished, collaborative President & CEO to lead a dedicated, high-performing team with an annual budget of approximately $11M. The President & CEO will oversee the organization's operations, culture, values, and mission while serving as the strategic and visionary leader for the Board, elected officials, community partners, stakeholders, and visitors. This leader will position Surf City USA competitively in both domestic and international markets, ensuring the destination's long-term growth and sustainability.
The ideal candidate will foster a positive, inclusive, and high-performance workplace culture that empowers team members to thrive while aligning individual strengths with organizational goals. A proven advocate for destination marketing and management, the successful candidate will demonstrate a track record of positively impacting residents' wellbeing while growing tourism in a way that strengthens the community's economic vitality.
Key Qualifications:
Provide leadership to ensure the annual program of work is presented, approved, executed and accomplished while aligning with the approved budget and related expectations of various stakeholders including the VHB Board of Directors.
Represent VHB and the related visitor industry as a key voice of advocacy in the arena of public opinion, at the local, regional, state, national and international levels.
Think strategically and tactically in incredibly challenging times, using this unique skill set to inspire a culture of success, both internally and throughout the community.
Develop and maintain relationships with key stakeholders which help Surf City USA deliver on HB's destination brand promise.
Ultimately responsible for hiring, discharge, direction, review and supervision of all employees, but especially the senior leadership team.
Serves on committees and Board of Directors of related organizations.
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$171k-314k yearly est. 3d ago
Field Technical Account Manager - Western USA
Ajax Systems Inc. 3.6
Portland, TX job
A leading international security company seeks a professional with at least 5 years of experience in alarm systems and video surveillance. The role involves conducting technical seminars, delivering training, and providing support and consultations to key clients. The ideal candidate will have strong communication skills and a proactive work ethic, along with relevant certifications. This position is based in San Francisco and offers competitive compensation and growth opportunities.
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