IT Help Desk Analyst + Jr. Encompass Administrator
Livonia, MI jobs
Hybrid Role: IT Help Desk Analyst + Jr. Encompass Administrator
Employment Type: Full-Time
Department: Information Technology
Reports To: Director of Technology
About Success Mortgage Partners
Success Mortgage Partners (SMP) is a fast-paced, family-valued, and service-driven independent mortgage lender committed to empowering employees through collaboration, innovation, and technology. We support both corporate staff and partner branches nationwide, providing exceptional internal service so that our teams can deliver exceptional service to borrowers and referral partners.
Position Overview
This hybrid position combines Level 1-2 IT Help Desk Support with Jr. Encompass Administration, creating a unique opportunity for a technically skilled mortgage professional to support day-to-day IT needs while also contributing to the ongoing optimization of our Loan Origination System (LOS), Encompass.
The ideal candidate brings experience supporting mortgage users, troubleshooting LOS workflows, managing systems access, and resolving both software and hardware issues in a timely and customer-focused manner.
Key Responsibilities
Encompass Jr. Administrator Responsibilities
Provide advanced help desk support and troubleshooting for the Encompass LOS, including issues involving users, workflows, integrations, and third-party vendors.
Assist with user support related to mortgage origination tasks and LOS operations with professionalism, urgency, and attention to compliance and software best practices.
Support Corporate Trainers and collaborate with Encompass administrators and developers on enhancements, automation, and system improvements.
Support, maintain, and troubleshoot vendor permissions and access (DU, LPA, FHA Connection, GUS, credit providers, etc.).
IT Help Desk Responsibilities
Provide Level 1 & Level 2 technical support via phone, email, ticketing, and remote/in-person assistance.
Troubleshoot issues related to:
Active Directory & user accounts
Windows 10/11, computers, docks, peripherals
Microsoft 365, Teams, OneDrive, Outlook
VPN connectivity, MFA resets, OKTA
VOIP solutions (RingCentral, Teams)
Networking basics: DHCP, DNS, IP addressing
SharePoint and OneDrive file access/permissions
Adobe Acrobat/Reader
Manage tickets, escalate when necessary, and ensure timely resolution of user issues.
Perform new computer deployments, remote user setup support, and system upgrades.
Qualifications
Required
Minimum 3 years mortgage industry experience, directly supporting mortgage users, systems, or workflows.
Minimum 2 years IT help desk experience (Level 1-2), including AD, Windows OS, networking basics, and Microsoft 365.
At least 3 years supporting Encompass LOS or other mortgage systems.
Ability to troubleshoot, research, and resolve both technical and LOS issues with urgency and professionalism.
Strong customer service, communication, documentation, and organizational skills.
Preferred
Experience supporting Encompass administration, configurations, or automation.
Experience with OKTA SSO/MFA, Fortinet, Proofpoint, or CrowdStrike.
Familiarity with LOS integrations and mortgage workflow optimization.
Ticketing system experience (FreshDesk or similar).
Former mortgage processors, loan partners, or similar roles with high technical aptitude are strongly encouraged.
Working Conditions
This is a hybrid role based out of SMP's Livonia, MI office. Most work can be performed remotely; however, onsite presence and occasional travel may be required for project, training, or support needs.
Account Executive, North East Region
Madison, WI jobs
Job DescriptionDescription:
The Account Executive (AE) role at Recovery.com is pivotal to our mission of connecting individuals with the right treatment centers to support their recovery journey. AEs are the frontline ambassadors of our brand, responsible for nurturing client relationships and ensuring that our advertising partners achieve their business goals.
How you know you're being successful
You have high client retention and expansion
You meet or exceed monthly and quarterly revenue targets
You maintain strong satisfaction scores across your account base
Work Location
Remote within the North East; proximity near a major airport preferred
We'll expect you to do things like
Establish and maintain strong relationships with treatment centers
Act as the budgetary point of contact and trusted advisor for clients, addressing their needs and concerns around budget expansion and contraction promptly and effectively
Participate in initial performance reviews to ensure client satisfaction and optimal budget allocation
Develop and implement strategies to expand client budgets and increase revenue where appropriate
Reach out to the customer to request a call or facilitate a budget expansion conversation at the next performance meeting, if applicable
Achieve and maintain a high client and revenue retention rate, with net revenue retention exceeding 100%
Identify good-fit customers for Recovery.com that have high-growth potential
Ensure a high level of client satisfaction as measured by surveys and feedback
Establish KPIs or campaign goals during discovery, including a target CPA benchmark
Successfully manage client budgets to ensure optimal ad spend and prevent over-delivery
Actively represent our company and engage with the Recovery.com community on major social media platforms, such as LinkedIn
Collaborate cross-functionally and take initiative to solve problems and drive results
Required Qualifications
3+ years of experience in a similar role (sales or as a customer-facing representative)
Experience managing and maintaining client relationships
Industry experience in digital marketing sales, or SaaS preferred
Strong written and verbal communication skills
What we think will improve your chances of success
Previous experience in a Customer Success, Sales, or customer-facing role
Experience or ability to learn and multitask across platforms, including our CRM system
Additional working or volunteer experience in the mental health or addiction recovery sector
Demonstrated time management and prioritization skills
Experience working with cross-functional teams to achieve business development or sales KPIs
Travel Expectations Approximately 20-30% travel for company gatherings, as well as client visits and conferences across the Northeast territory, which includes: ME, VT, NH, MA, RI, CT, NY, NJ, PA, DE, MD, DC, VA, and WV.
Compensation
The base salary range for this position is $80,000-95,000, plus $40,000 commission (uncapped) and eligible benefits. Compensation may be adjusted based on tenure and experience.
Total Compensation: $120,000 - $135,000 OTE (base plus commission)
Equity Options
In addition to your cash compensation, you will receive options to buy stock in Recovery.com at a set strike price. These options will vest on a four-year schedule and present an exciting opportunity to benefit from the upside of our company's growth.
Quarterly Bonus
An additional 10% of base earnings is paid out quarterly when the company meets its revenue target.
Benefits and Perks
This role is eligible for the following benefits and perks:
Medical, Dental, and Vision Insurance (100% of premiums paid for employees, 50% of premiums paid for dependents)
Short- and long-term disability and basic life insurance
401K (100% company match up to 3% and 50% on the next 2%)
Paid time off, paid holidays, and leaves of absence
Education Assistance (for educational coursework directly related to your role)
Flexible hybrid and work-from-home policy
Physical Requirements
Sit down and operate a computer for extended periods
Able to work in an open office environment
Lift items weighing up to 15 lbs
About Recovery.com
Each year, 90% of people who need addiction treatment don't receive it. One of the major reasons is the difficulty in finding a treatment provider, and as people increasingly turn to the internet over family, friends, or medical professionals to find care, Recovery.com is making a difference in thousands of people's lives by providing a comprehensive, user-friendly resource for finding addiction and mental health treatment.
Launched in 2017, Recovery.com is a late-stage startup based in Madison, WI, on a mission to be the the most trusted online resource for connecting patients and mental health providers. We are rapidly growing and profitable, and looking to aggressively capture the market opportunity as we scale to $100M ARR over the next 4 years.
Our core values aren't just words to us! They define who we are and how we work. People who are successful at Recovery.com:
Regularly show compassion and empathy for customers, patients, and fellow colleagues
Display vulnerability by demonstrating authenticity with themselves and encouraging it in others
Strive for growth and humbly seek to improve in all aspects of work
Demonstrate joy and a positive attitude in every interaction, from office conversations to solving difficult problems
Exhibit accountability by not only fulfilling their own responsibilities, but helping others in their work as well
Embrace creativity by testing the norms and being open to new ideas
Equal Opportunity Statement
Recovery.com is an equal opportunity employer committed to diversity and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, veteran status, gender identity, race, religious beliefs, disability, sexual orientation, age, or any other protected characteristic. We value the talents of individuals from all backgrounds and actively seek a diverse workforce.
Requirements:
Vehicle Processing Clerk (Remote - Michigan)
Saginaw, MI jobs
**About the Role** **_Remote - Michigan residents_** Do you have a great eye for detail and a talent for figuring things out? Bring your customer service mindset and a willingness to learn. We'll train you on everything you need to know. No auto experience needed!
As a remote Vehicle Processing Clerk (Disposition Coordinator) at Morley, you'll help people across the country return vehicles to the auto manufacturer. You'll be a friendly contact who makes sure every case contains proper documentation. Because of the work you do, you'll help people through what can be a trying time, making it go as quickly and easily as possible.
**_What Can I Expect?_**
+ We make sure you have the tools you need to be able to do your job right and be connected with your team.
+ Our reacquired vehicle management team is one of the strongest in the business at handling vehicle buybacks. We have the processes and relationships in place to make sure that our team can do this smoothly. You'll find steady work, supportive leaders, strong benefits and advancement opportunities here.
**_What You'll Do_**
+ Communicate with clients, customers, lien holders, dealerships, and appropriate state agencies and suppliers to complete vehicle repurchases
+ Handle both inbound and outbound communications (phone, email, mail)
+ Secure required documentation by contacting appropriate parties to expedite the return of repurchase documents
+ Expedite and track case handling through documentation systems
+ Meet required metrics
+ Handle multiple cases simultaneously within guidelines
+ Offer timely and accurate solutions through inbound and outbound conversations (including phone calls, chats, emails and other communications as needed) while keeping a positive and upbeat attitude
**_Questions Before You Apply?_**
Live chat with a Morley Talent Acquisition (TA) Specialist ( careers.morleycompanies.com | chat hours: M-F 8 a.m. - 5 p.m. Eastern time (closed on some holidays) | TA will respond to after-hours questions the next business day).
**Skills for Success**
**_Required Skills_**
+ Excellent multitasking, analytical and problem-solving skills
+ Microsoft Office skills
**_Eligibility Requirements_**
+ High school diploma or equivalent
+ One or more years of customer service experience (previous call center work, retail, restaurant, fast food, hotel or any role where you interacted with customers)
+ Able to work shifts within the center's hours of operation:
+ Monday to Friday (no weekends!)
+ Primary shift: 8 a.m. - 5 p.m. Eastern time
+ Rotational shift 2-4 times per month: 11 a.m. - 8 p.m. Eastern time
**_Remote Work Requirements_**
+ Michigan resident
+ High-speed internet access at home that you are able to connect to via Ethernet or landline
+ Secluded and distraction-free work environment
**_The Remote Experience_**
Wondering what it's like to work for Morley from home? Check out this video (********************** to get a glimpse of a remote associate's typical day and how their home office setup helps them stay focused.
(direct link to video: **********************
**Why Join Our Morley Family**
The value of your employment is more than your paycheck. It's the combination of competitive pay, health benefits and other benefits Morley provides - your total compensation package.
**_Health & Wellness Benefits_**
+ Medical and prescription coverage, including free annual physicals
+ Dental and vision insurance
+ Paid time off
+ Associate wellness program (earn a reward for getting your annual wellness checkup)
+ Programs to quit tobacco use and manage chronic conditions (e.g., diabetes, asthma)
**_Financial Benefits_**
+ 401(k) with match
+ Flexible spending account
+ Life insurance
+ Short- and long-term disability insurance (company paid)
**_Benefits to Make Your Life Easier_**
+ Teladoc: 24/7 online access to doctors
+ 24/7 nurse help desk
+ Patient advocacy: Free 24/7 help with benefit questions and claims issues
+ Family, financial and estate guidance (will) services
**_About Morley_**
Our mission is to deliver extraordinary experiences.
We do this by leading with humility, embracing everyone, sweating the details and moving mountains (making the impossible possible) - for our Morley Family members and for the world-leading companies that partner with us.
We are an Equal Opportunity Employer and promote an inclusive, caring and respectful work environment. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status.
As part of this commitment, we provide reasonable accommodations for those with disabilities. If you need reasonable accommodation to participate in the application or interview process, please contact ******************************* .
Thank you for your interest in Morley.
**_Notices_**
+ Morley utilizes E-Verify during onboarding for all hires. Click here to learn more about E-Verify: **************************** and your right to work: ********************************
+ Click here to view Morley's CCPA Notice for applicants in California: *******************************
+ Click here to view Morley's privacy policy: ************************************************
Inside Regional Sales Account Executive - Remote Position
Troy, MI jobs
Towne Mortgage Family of Companies has more than 40 years of experience in the mortgage industry as a multi-channel, national mortgage lender. Our model is simple: RELATIONSHIP and SPEED. We are always looking for talented AEs to help grow our team. When you choose to work at Towne, you join more than a mortgage company; you become part of the Towne family! If you want to work for an award-winning company with competitive compensation, comprehensive benefit offerings, and flexible work-life, you have found the right place. Grow with us!
Serious candidates meeting the qualifications are encouraged to apply. Only applicants with a minimum of 2-3 years of mortgage sales experience will be considered for the role of Inside Sales Account Executive.
*This job can be performed remotely in most all US States
The responsibilities and qualifications for this position are outlined as follows:
The Inside Sales Account Executive will play a crucial role in driving new business for Towne by establishing relationships with prospective Third-Party Origination (TPO) clients nationwide.
The ideal candidate will possess the following qualifications:
Responsibilities Overview:
• Proficient use of Towne's Customer Relationship Management System (CRM) to effectively engage with TPO clients and facilitate new business development
• Participate in onboarding and training of new client LOs and processors
• Maintain regular communication with clients to understand their needs and ensure satisfaction
• Address complaints promptly and aim for swift resolution to uphold the company's reputation
• Proactively gather contact information for prospective LOs, processors, and broker-owners
• Conduct daily outreach to prospects via cold calls, emails, texts, and social media
• Utilize business intelligence/analytics for enhanced client insights
• Harness marketing, CRM, and social media platforms to enhance brand visibility and product offerings
• Regularly report prospecting progress to Senior Leaders
• Maintain regular communication with clients to understand their needs and ensure satisfaction
• Address complaints promptly and aim for swift resolution to uphold the company's reputation
Experience Needed:
• Minimum 2-3 years of mortgage sales experience as an Account Executive is required
• Existing book of business preferred
• Strong presentation skills for phone and virtual meetings
• Proficiency in market research, sales, and negotiation
• Familiarity with mortgage products and guidelines; ability to quickly grasp Towne's offerings
• Outgoing personality with excellent communication and relationship-building skills
• Exceptional organizational and time management abilities
• Willingness to dedicate significant time to prospecting and cold-calling
• Team player with a passion for business development and client satisfaction
• Alignment with Towne's Core Values and commitment to company culture
• Reliable attendance and full engagement with Towne business operations
• Advocate for company culture and adherence to core values
• Flexibility to support additional responsibilities and functions as needed
Towne Mortgage is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, disability, national origin, veteran status, or genetic information, as well as any other State or local employment protections. Towne Mortgage is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
Auto-ApplyEquity Research Associate
Milwaukee, WI jobs
About The Role: Baird is seeking an Equity Associate for our Private Wealth Management equity research team. This team is responsible for consulting over $125B in individual stocks in Baird's PWM system and provides guidance and support to Baird's Financial Advisors. The associate will provide support to a team that manages Baird's two PWM Home Office Portfolios, directly managing over $8B in client assets. The team also provides timely market insights and commentary across sectors.
The Impact You'll Make:
* Participate in the creation of the daily Private Wealth Management morning research email, published and distributed every morning by 8:00 am CT, collecting and synthesizing updates deemed important for Financial Advisors and their clients regarding individual securities, ratings changes, industry updates and other topical updates.
* Assist the team in responding to Financial Advisors' inquiries about specific stocks, sectors, and/or investment themes.
* Provide up to date and timely investment guidance and recommendations to Financial Advisors on behalf of their individual/retail clients. This includes providing updates and opinions on stocks across all industry sectors, analyzing high net worth client portfolios, and providing insight on general investment topics/themes including portfolio construction.
* Assist with the development of equity ideas and screens, focusing on current market conditions, stock-specific opportunities and needs specific to individual high net worth clients.
* Conduct ongoing due diligence of stocks held in the two Private Wealth Management home office portfolios - the Baird Recommended Portfolio and the Baird Rising Dividend Portfolio - particularly in conjunction with companies' quarterly earnings reports. Over time, as investment acumen develops, the Associate will have an opportunity to participate in the portfolio management process, offering new buy ideas and sell recommendations for the investment committee to consider.
* Assist with the initial drafting and creation of written portfolio materials, including trade summaries, quarterly marketing materials, and other supporting research documents.
* Other duties/projects as assigned to support Baird's growing PWM business.
What You'll Bring to Baird:
* Bachelor's degree in finance, business, or other related field.
* Progress toward CFA preferred.
* Strong analytical skills and a passion for the markets.
* Adept with spreadsheets, databases, and word processing applications; experience with Bloomberg, FactSet, and Morningstar a plus.
* Strong oral and written communications skills.
* Strong attention to detail and organizational skills with the ability to prioritize and complete multiple tasks; ability to work under strict deadlines and pressure situations; demonstrated time management skills.
* Strong initiative and work ethic, and an ability to work well both within a team and on a self-directed basis. Ability to thrive in a collaborative environment.
* Capacity to handle increasing levels of responsibility as needed.
* Willingness to obtain SIE, Series 7, and Series 63 licenses within 6 months of hire.
* Willingness to work early hours; workday starts at 6:30 am.
* This position offers flexibility to work Monday-Thursday at Baird's global headquarters in Milwaukee, WI and work remote on Friday.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Business Specialist with Pharma Background
Wisconsin Dells, WI jobs
Job DescriptionBenefits:
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Pharma/Medical Expertise into Financial Services!
Build Direct Client Relationships: Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman.
Make a Meaningful Impact: Use your expertise to help individuals navigate critical life stageswhether its planning for college, retirement, or medical expenseswhile positively impacting their lives.
Unlimited Growth Potential: With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career.
A Rewarding Career Path: Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Tanner Hahn - Financial Representative
How long with NM? Since August 2020.
Previous experience? Banking and retail.
Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports,
Elijah Holmes - Financial Representative
How long with NM? Less than 1 year.
Previous experience? Pre-college advisor for a college prep program.
Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner.
William Jordan - Financial Advisor
How long with NM? 7 years.
Previous experience? Intern at NM and pizza delivery driver during college.
Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville.
Sandy Botcher - Managing Partner
How long with NM? 24 years.
Previous experience? Junior high teacher and litigation attorney.
Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning.
Michael Ciske - Financial Representative
How long with NM? Started September, 2023.
Previous experience? Army medic for 16+ years and office manager at a dental office.
Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games.
Position Perks:
Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition
Key Responsibilities of a Financial Advisor:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Experience: Previous experience in financial services or insurance is not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
About Us: At Northwestern Mutual of Greater Madison, we are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alexs Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, wed love to meet with you!
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
Sr Cables and Interconnects Engineer
Kansas City, MO jobs
Join the industry leader to design the next generation of breakthroughs. Innovate to solve the world's most important challenges. Honeywell is a Fortune 100 company that invents and manufactures technologies to address critical challenges linked to global macrotrends such as safety, security, productivity, global urbanization and energy. With approximately 100,000 employees worldwide, including more than 19,000 engineers and scientists, Honeywell has an unrelenting focus on quality, delivery, value, and technology in everything they make and do. Honeywell has been named a Top 100 Global Innovator for seven years in a row, recognizing the company's global reach of portfolio and invention influence.
In Kansas City, Honeywell Federal Manufacturing & Technologies (FM&T) manages and operates the U.S. Department of Energy/National Nuclear Security Administration's (NNSA) Kansas City National Security Campus. This state-of-the-art engineering, manufacturing and sourcing facility produces a wide array of intricate components to deliver trusted national security products and government services primarily for the NNSA. Honeywell FM&T's culture of integrity, commitment and continuous improvement enables them to deliver responsive, collaborative and innovative management and technology services and products that translate into cutting edge solutions to complex national security issues.
Summary
The Sr Electrical Engineer role involves providing engineering support of highly technical and advanced manufacturing processes, with specialized qualifications, knowledge and skill. This position also requires performing project management while designing, developing, evaluating, and quality control functions of highly complex engineering projects. Sr Electrical Engineers complete projects while offering innovative solutions and applying mathematical, physical science, and advanced engineering technologies.
Duties and Responsibilities
Acts as authority within area of expertise with wide versatility of experience and capability.
May perform project planning and manage project resources, including multiple individuals and disciplines, to achieve quality, delivery, and cost objectives.
Monitors and analyzes electrical testing of products and troubleshoots test failures. Coordinates with stakeholders to adjust test limits and develop rework processes on defective products.
Writes technical reports on results and conclusions drawn from experiments conducted and incorporates findings in formal specifications.
Transitions design agency concepts into production by coordinating the activities of engineering, quality, manufacturing, and related organizations.
Leads developing operating procedures, work instructions, and inspection criteria on new products and components.
Defines/recommends design changes, designs of experiments, and equipment necessary to assure product quality.
Plans and performs engineering testing and uses advanced statistical and scientific methods to address and resolve critical engineering and production problems. Originates, refines, and releases complex manufacturing or inspection work directions.
Determines acceptability of processes and materials in conjunction with customers, design agency and other affected organizations.
Provides technical consultation to management and leads technical project teams.
Evaluates and implements innovations and technological advances that improve quality, reduce flowtime, improve productivity, and enhance operational surety.
Leads, trains and mentors Engineer I, II and III on various test processes and procedures.
You Must Have
Ability to travel up to 15% of the time
Ability to work remote, hybrid, or on-site as directed by management and is determined by the needs of the business.
Bachelor of Science degree from an ABET accredited program in Engineering or Physics
6+ years of relevant experience in engineering or related technical activities
United States Citizenship
Regular and reliable attendance is an essential function of this job
Ability to obtain and maintain, if required for position, a U.S. Department of Energy (DOE) security clearance (some positions require additional DOE designations)
We Value
Demonstrates knowledge of manufacturing or quality processes and techniques.
Demonstrates working without supervision, with latitude for independent action and decision making.
Demonstrates providing technical guidance, project management guidance, consultative services, and innovative solutions.
Demonstrates experience in project leadership.
FMT2021
This job description/job posting is not all inclusive and other duties may be assigned.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
If you require a reasonable accommodation to submit an application, please send an email to our Reasonable Accommodation Support Team at **********************.
To learn more about our benefits and culture follow the link below:
***************************************************
Additional Information:
Job ID: 3826
Category: Engineering
Level of Experience: Experienced Professional
Posting Location: KCNSC East 14901 Andrews Road, Suite 200 Kansas City, MO, 64147
Remote Eligibility: Hybrid
Travel Required: 0-10%
Approved Work States: MO
Hourly/Salary: Salary
Director of Plan Administration
Wisconsin jobs
The Director of Plan Administration will lead the day-to-day operations of our Plan Administration team. This individual is responsible for overseeing a team of administrators, ensuring timely and accurate delivery of compliance testing, Government filings, and annual reporting for our Plan Sponsors. The ideal candidate has technical expertise in Qualified Retirement Plans, proven leadership experience, and a commitment to delivering exceptional service to Plan Sponsors and Financial Advisors.
________________________________________
Key Responsibilities:
Lead and manage the Plan Administration team, including hiring, training, mentoring, and performance reviews.
Oversee the administration of Defined Contribution Plans, including Nondiscrimination Testing (ADP/ACP, Top-Heavy, Coverage), Contribution calculations, and Forms 5500 preparation.
Coordinate with Actuarial Service providers regarding Paired Plans.
Ensure compliance with DOL, ERISA and IRS Regulations and keep team updated on Regulatory changes.
Oversee the preparation of Plan Sponsor initiated Amendments and IRS-mandated Restatements
Act as a technical resource for internal staff and external clients on complex Plan design and compliance issues.
Maintain strong relationships with Plan Sponsors, Financial Advisors, recordkeepers, and other stakeholders.
Develop and implement process improvements to increase efficiency and accuracy.
Support the onboarding of new Plans and coordinate the transition of existing Plans.
Manage workload distribution and deadlines to ensure timely and quality deliverables.
Collaborate with Executive leadership on business strategy, Plan Sponsor delivery, and growth initiatives.
Monitor key performance indicators (KPIs) and report progress and risks to leadership.
Requirements
Qualifications:
Bachelor's degree in Accounting, Business, or related field (or equivalent experience).
7+ years of experience in Qualified Retirement Plan administration.
3+ years of leadership or management experience in a TPA or similar environment.
Strong knowledge of DOL, ERISA and IRS rules governing Qualified Retirement Plans.
Professional credentials such as QKA, QKC, QPA, CPC, or NIPA equivalent preferred.
Excellent analytical, organizational, and communication skills.
Experience with TPA administration software (e.g. ASC Compliance and Document, Plan Sponsor Connect, FTWilliam) preferred.
High level of attention to detail and ability to manage multiple priorities.
Benefits:
Competitive salary and performance-based bonus
Health, Dental and Vision insurance
401(k) with Employer Matching Contribution
Paid time off and holidays
Opportunities for professional development and Continuing Education
Flexible work environment and remote work options (if applicable)
Investment Consultant
Lansing, MI jobs
*INVESTMENT CONSULTANT - Remote based in TX* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
* Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale.
* Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.
* Ensure that the transition from the sales process to portfolio management is smooth and accurate.
* Facilitate the new accounts and account transfer process.
* Handle Independent Financial Advisor and client communication.
* Prepare client presentations.
* Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.
* Facilitate and conduct individual meetings and presentations in assigned territory.
* Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree
* Minimum 5 years of financial experience preferably in Investment Management
* 2 years of experience in the High Net Worth or Ultra High Net Market markets
* 2 + years delivering formal client presentations
* FINRA Series 7 and 63 or 66 licenses
* Ability to travel 40-50% of the time
*Additional Qualifications*
* CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
* Highly competitive and goal-oriented
* A focus on sales and new business development
* Masters Degree preferred
* Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
* Experience in the High Net Worth or Ultra High Net Market markets
* Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
* Prior success in the HNW or UHNW market
* Excellent communication skills
* Self-motivated and self-disciplined
* Strategic thinker, able to assess and recommend a course of action
* Highest level of both personal and professional demeanor and ethical behavior
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
R&D Scientist
Kansas City, MO jobs
Join the industry leader to design the next generation of breakthroughs. Innovate to solve the world's most important challenges. Honeywell is a Fortune 100 company that invents and manufactures technologies to address critical challenges linked to global macrotrends such as safety, security, productivity, global urbanization and energy. With approximately 100,000 employees worldwide, including more than 19,000 engineers and scientists, Honeywell has an unrelenting focus on quality, delivery, value, and technology in everything they make and do. Honeywell has been named a Top 100 Global Innovator for seven years in a row, recognizing the company's global reach of portfolio and invention influence.
In Kansas City, Honeywell Federal Manufacturing & Technologies (FM&T) manages and operates the U.S. Department of Energy/National Nuclear Security Administration's (NNSA) Kansas City National Security Campus. This state-of-the-art engineering, manufacturing and sourcing facility produces a wide array of intricate components to deliver trusted national security products and government services primarily for the NNSA. Honeywell FM&T's culture of integrity, commitment and continuous improvement enables them to deliver responsive, collaborative and innovative management and technology services and products that translate into cutting edge solutions to complex national security issues.
Summary
The R&D Scientist III role is a professional position responsible for performing moderately complex to complex analytical and/or engineering functions on assigned projects of a general nature and limited scope by applying standard mathematical, scientific, and/or engineering technologies.
Duties and Responsibilities
Prepares evaluation reports and analyzes discrepancies to execute solutions by partnering with technical experts.
Independently prepares product or project definitions, and/or lab testing methods.
Partners with internal and external stakeholders to assist in resolving moderately complex to complex design, development, production, and acceptance issues.
Develops procedures to implement proper quality controls.
Performs moderately complex to complex tests/experiments to analyze and correct problems. Independently develops and documents improvements/innovations.
Provides mentorship, advice, and insight to other employees & other engineers/scientists to ensure project and product compliance.
Stays current with relevant emerging technology and business trends.
You Must Have
4 or more years of relevant experience in analytical, scientific, or related technical activities
Bachelor of Science Degree in Chemistry, Physics or equivalent
Ability to travel up to 25% of the time
Ability to work remote, hybrid, or on-site as directed by management and is determined by the needs of the business
United States Citizenship
Regular and reliable attendance is an essential function of this job
Ability to obtain and maintain, if required for position, a U.S. Department of Energy (DOE) security clearance (some positions require additional DOE designations)
We Value
Prefer PhD in organic chemistry with synthesis focus
A broad knowledge of manufacturing or quality processes and techniques.
Ability to work without supervision, with latitude for independent action and decision making.
Some positions within this classification may require unique scientific knowledge or coursework related to a particular discipline.
FMT2021
This job description/job posting is not all inclusive and other duties may be assigned.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
If you require a reasonable accommodation to submit an application, please send an email to our Reasonable Accommodation Support Team at **********************.
To learn more about our benefits and culture follow the link below:
***************************************************
Additional Information:
Job ID: 3820
Category: Engineering
Level of Experience: Experienced Professional
Posting Location: Kansas City National Security Campus 14520 Botts Road Kansas City, MO, 64147
Remote Eligibility: On-Site
Travel Required: 0-10%
Approved Work States: MO
Hourly/Salary: Salary
Lending Transaction Specialist
Kalamazoo, MI jobs
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Lending Transaction Specialist within PNC's ABF Servicing organization, you will be based in Brecksville, OH, Dallas, TX, Kalamazoo, MI, or Pittsburgh, PA.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
Lending Transaction Specialist is the highest frontline position within the line of business. They will help lead projects, help lead initiatives, must be able to assist and train others, and must be able to also reconcile their own work. They will be working at a high level and support the manager and their team. Within the role, there will be client interaction, processing of a complex portfolio.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Performs functions in the documentation, funding, and due diligence requirements of complex transactions being financed by PNC, or bought from/sold to other institutions. Provides client-facing service. May provide on-the-job training or coaching.
* Determines, reviews and issues required legal documents for complex transactions while ensuring all terms are met.
* Negotiates documentation revisions and drafts changes independently, or in collaboration with client's counsel if necessary. Identifies deficiencies in documents for complex transactions being sold to or bought from institutions.
* Interacts with internal and external clients to coordinate a closing schedule for complex transactions. Directs work flow as needed to ensure client expectations are met. Builds relationships with clients, legal counsel, vendors and internal partners.
* Gathers, reviews and analyzes all information from internal and external parties specific to complex transactions.
* Resolves inquiries/issues as necessary. Complies with necessary regulations, internal procedures, and may assist in response to audit exceptions.
* Validates that transaction structures match pricing models. Assures perfection of security interest for complex transactions and/or requests approval for exceptions.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Complex Transactions, Documentations, Due Diligence, Finance Strategy, Financial Operations, Public Accounting
Competencies
Accuracy and Attention to Detail, Collaborating, Data Gathering and Reporting, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Negotiating, Operational Functions, Products and Services, Regulatory Environment - Financial Services
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $55,000.00 - $111,550.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 12/11/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Business Analytics and Network Strategy - Data Analyst I
Kansas City, MO jobs
PLEASE NOTE THAT THIS IS NOT A REMOTE OPPORTUNITY AND WILL BE HOUSED IN OUR CORPORATE LOCATION IN KANSAS CITY, MO. It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions.
That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.
We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.
As a Data Analyst I, you will:
Be responsible for working closely with the Senior Reporting Manager and the entire Business Analytics & Network Strategy team.
Use modern business intelligence tools to develop and oversee the creation of production/performance reporting.
Requires someone with knowledge of banking products and services as well as the overall knowledge of banking industry and the respective market areas served.
Partner with Enterprise Technology, Operations, Human Resources, Marketing, and Finance to spot trends and opportunities to drive incremental profit through the delivery of actionable business intelligence.
Will need to effectively handle multiple assignments and projects with minimal supervision along with the ability to work in a fast-paced, high-volume environment.
As a Data Analyst I, you will have an opportunity to:
Oversee the collection, processing, and analysis of data from multiple sources.
Ensure data integrity, accuracy, and consistency across all analytics processes.
Develop and implement data models, dashboards, and reporting tools to support business needs.
Design and deliver comprehensive reports and visualizations that effectively communicate insights.
Utilize advanced data visualization techniques to present complex data in an understandable format.
Ensure that all reporting is aligned with business objectives and stakeholder requirements.
Minimum Requirements: This position requires the following educational and/or job experience:
Bachelor's degree in Business, Finance, Statistics, Data Science, or a related field.
Proven experience (2+ years) in business analytics, data analysis, or a similar role.
Proficiency in data analysis tools and software (e.g., SQL, Power BI, Tableau).
Excellent analytical, problem-solving, and critical-thinking skills.
Strong communication and presentation skills, with the ability to convey complex data insights to non-technical stakeholders.
Experience in project management and the ability to manage multiple projects simultaneously.
Desired Skills: Ideal candidates for this position should possess some or all of the following skills:
Master's degree in Business, Finance, Statistics, Data Science, or equivalent years of on the job experience
3+ Experience with data visualization tools such as SQL, Tableau, Power BI or SAS
3+ years of experience in Data Warehouse systems such as FIS Business Intelligence or any other business objects reporting system
3+ years progressive job experience in consumer/retail banking
Strong communication and presentation skills, with the ability to convey complex data insights to non-technical stakeholders.
Work Environment:
We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:
We are committed to our core value of meritocracy and supporting our associates in growing within their role
When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.
Benefits:
In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.
If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.
Real Time Analyst
Farmington Hills, MI jobs
Real-Time Analyst (RTA)
Do you thrive in a fast-paced environment where your quick decisions and sharp analysis directly impact member experience? Join our team as a Real-Time Analyst (RTA) and become the heartbeat of our contact center operations.
As the central command for intraday performance, you'll monitor live conditions, adjust staffing, and communicate critical updates to ensure our members receive timely, exceptional service across phone, chat, and digital channels. This is the perfect opportunity for someone with strong analytical skills, a keen eye for detail, and the ability to stay cool under pressure.
What You'll Do
Optimize Service Levels: Monitor real-time call, chat, and email queues to keep service levels, ASA, and occupancy goals on track.
Manage Intraday Staffing: Adjust schedules, breaks, or queue assignments to respond quickly to spikes in volume or staffing gaps.
Track Adherence: Ensure team members are following schedules and escalate significant deviations as needed.
Analyze Trends: Review intraday data, publish dashboards and hourly reports, and recommend adjustments to forecasts or staffing plans.
Collaborate & Communicate: Act as the bridge between workforce planning, operations, and leadership during the day.
Incident Response: Be the first line of response during outages, spikes, or system issues by activating protocols and supporting recovery efforts.
What We're Looking For
Education & Experience:
Associate or Bachelor's degree in Business, Finance, Operations, or related field preferred.
2+ years of contact center experience, ideally in workforce management or operations support.
Experience with workforce management platforms such as NICE, Verint, or Calabrio.
Technical Skills:
Strong Excel and reporting skills.
Familiarity with telephony systems (e.g., Five9, Genesys, Avaya).
Solid understanding of ACD metrics, service levels, and staffing models.
Soft Skills:
Excellent communication and stakeholder management.
Analytical mindset with attention to detail.
Ability to multitask in a high-pressure environment.
Adaptability when conditions shift.
Why Join Us?
Hybrid or remote work flexibility (based on business needs).
Opportunity to make a direct impact on member experience every single day.
Work in a collaborative environment where your insights are valued.
Professional growth in workforce planning and contact center operations.
Key Success Measures
% of intervals meeting service level targets
Schedule adherence accuracy
Speed of response to intraday changes
Clear, timely communication during escalations
Accuracy and integrity of real-time reporting
👉 Ready to play a critical role in keeping our contact center running at its best? Apply today and help us deliver the service excellence our members deserve!
Auto-ApplyLead Account Executive - Global Operations (Remote-Eligible)
Lansing, MI jobs
The Lead Account Executive provides essential operational support for business partners. This includes project managing partner and product onboarding, as well as training partners on our proprietary tools and systems. The individual in this role will lead operational projects focused on implementing new products, releases, and solutions, while also resolving escalated customer issues. Furthermore, the role is responsible for managing operational relationships with complex and large partners, actively managing risk, and escalating any customer-impacting issues to management within day-to-day responsibilities.
**Responsibilities:**
+ Providing dedicated operational support to various stakeholders, including acquirers, network partners, issuers and processors
+ Conducting research on complex situations and troubleshooting issues related to end-to-end transaction processing, acceptance complaints and issuer launches
+ Supporting business development through the onboarding of new franchises, issuers, acquirers, processors, and software vendors, as well as assisting with contract negotiation and due diligence
+ Managing compliance with operating rules and regulations, coordinating certification and supporting participants through the semi-annual release process
+ Leading internal projects, ensuring documentation meets auditing requirements, and serving as a Subject Matter Expert (SME) on key authorization and settlement applications, internal systems and tools
+ Managing strategically important partners and driving continuous improvement by seeking holistic solutions for client-impacting issues
+ Client Engagement: This is a client-facing role requiring approximately 10% travel
**Basic Qualifications:**
+ High School Diploma, GED or equivalent certification
+ At least 6 years of payments industry experience within financial services
**Preferred Qualifications**
+ Bachelor's Degree in Business, Finance, Information Technology, Engineering
+ 8+ years of payments industry experience within financial services
+ Experience influencing key stakeholders, executive level clients or internal business partners
**Capital One is open to hiring a Remote Employee for this opportunity.**
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $106,700 - $121,700 for Lead Account Executive
Riverwoods, IL: $106,700 - $121,700 for Lead Account Executive
Chicago, IL: $106,700 - $121,700 for Lead Account Executive
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Foreclosure Specialist
Grand Rapids, MI jobs
Job Details Remote - Grand Rapids, MI Fully Remote Full TimeDescription
Member First Mortgage is seeking a Foreclosure Specialist for our growing Default Servicing Department! If you thrive in a fast-paced environment, are motivated by building relationships through exceptional customer service, and get excited at the thought of learning something new each day, then this may be the opportunity you have been waiting for and an excellent chance to join our award-winning team recognized as a Best and Brightest company to work for in the nation!
In this role you will be responsible for communicating, reviewing, and accurately preparing all necessary documentation to forward to appointed attorneys to foreclose on member loans as required, as well as performing various post-sale functions after foreclosure sale. Assists with monitoring problem loans through a workout process, including collateral, bankruptcy, and/or interaction with outside counsel.
Founded on the credit union philosophy of 'People Helping People', we have become the trusted full-service mortgage provider to over 200 credit unions across the U.S. This philosophy, along with our core values of honesty and integrity, make careers with Member First Mortgage dynamic and rewarding through our friendly and family-oriented culture that is dedicated to the growth and success of our employees.
Benefits We Offer:
Generous and competitive healthcare packages
Employer paid short-term and long-term disability
Employer paid Life Insurance
100% Employer Paid Vision
401K Plan with match
20 days PTO - no waiting periods!
Fun and collaborative team environment
Qualifications
Responsibilities:
Evaluates and reviews delinquent loans to verify if foreclosure is the next option and that all other possible options have been depleted. Communicates and handles calls directly with members on assisting in saving their home, even if foreclosure has already started, by being the single point of contact base on division of accounts. Updates system coding and notes to accurately report status of foreclosure timeline. Prepares and sends required documentation to attorneys. Reviews, scans, and saves incoming invoices for payment authorization. Updates property preservation information.
Submits supporting documents to Government-Sponsored Enterprises (GSE) for filing of claims. Communicates with team members on active efforts to prevent foreclosure losses or processes post foreclosure actions. Prepares timeline extension and over allowable requests under Federal Housing Administration (FHA) and Extensions and Variances Automated Requests System (EVARS) for foreclosure.
Communicates and works jointly to solve investor questions, issues, and concerns, as well as sets up and cancels utilities and all preservation work. Assists with orders and tracking Broker Price Opinion's (BPO's), appraisals, and environment analysis as required. Tracks delinquent taxes and analyzes property metrics to determine Investor's loss potential.
Communicates with outside vendors (appraisal companies, property preservation companies, etc.) on obtaining and verifying necessary documentation for usage in decision making. Orders and monitors monthly inspections as required. Analyzes property conditions and discusses with Home Preservation Non-Retain Specialist II to determine necessary actions. Files necessary insurance claims, as needed.
Assists with preparing files for mortgage insurance claims submission and provides appropriate documentation for audit purposes. Follows up on mortgage insurance claims, additional information requests, and foreclosures results. Prepares loss mitigation claims for filling through FHA Connection.
Assist in the monitoring and tracking of files, including bankruptcy, foreclosure, and litigation monitoring. Secondary backup for Bankruptcy in setting up and tracking all incoming bankruptcies. Analyzes and monitors plan agreements to ensure adherence and timely payments. Works with attorneys and trustees to facilitate issues that arise in bankruptcy, as well as work with the Home Preservation Non-Retain Specialist II to strategize as needed on bankruptcy management. Processes and scans daily incoming mail for foreclosure, home preservation, etc.
Secondary backup for REO, mortgage release, and short sale in setting up and maintaining files. Orders, tracks, and monitors files for all repairs and property and environmental inspections. Maintains accounting of invoices and expenses and assists Bankruptcy & REO Specialist with general tasks required in the marketing and sale of the property involving real estate agents, purchasers, title, escrow and property management for conveyance or transfer to REO management, as needed.
Experience: One year to three years of similar or related experience.
Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree).
Qualifications:
Knowledge and experience with MFM and CU investor guidelines and processes.
Knowledge and experience with FHLMC, FNMA, FHA, RH, VA and other know program guidelines and processes (MSHDA, etc.)
Knowledge of different state foreclosure requirements.
Excellent organizational skills and attention to detail.
Knowledge of personal finance and basic budgeting principles.
Professional telephone, written and verbal communication and interpersonal skills.
Physical Requirements: While performing the duties of this job, the employee is regularly required to sit, stand, and walk. The employee must occasionally lift and/or move up to 10 pounds. The employee is frequently required to spend extended hours in front of a computer screen, manual hand and finger coordination to operate a keyboard and other input devices, to speak in and listen carefully on the telephone.
Work Environment: While performing the duties of this job, the employee regularly works in a remote office setting.
If you are looking for a company that is dedicated to your success and is ethically motivated to provide exceptional member service, we encourage you to apply!
City Experience Manager, San Francisco - Velocity Black (Remote)
Lansing, MI jobs
Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age.
What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way.
Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for.
**What You'll do:**
+ You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'.
+ Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community.
+ Growing the community of high performance, HNW members in San Francisco
+ Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs.
+ Owning the Content & Engagement strategy for your city's member cohort.
+ Overseeing the conceiving of and execution of regular member events at inspired locations in your city.
+ You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations.
+ You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations.
+ Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does.
+ You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude.
**Basic Qualifications:** ** **
+ High School Diploma, GED, or Equivalent Certification
+ At least 5 years experience in the hospitality industry in San Francisco, CA
**Preferred Qualifications:**
+ Strong relationship building skills, customer focus and ability to collaborate
+ Strong interest and knowledge of the hospitality market and industry
+ Ability to work quickly and efficiently under pressure
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $115,200 - $131,500 for Manager, Concierge Specialist
Richmond, VA: $115,200 - $131,500 for Manager, Concierge Specialist
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Sr Engineering Support Specialist
Kansas City, MO jobs
Join the industry leader to design the next generation of breakthroughs. Innovate to solve the world's most important challenges. Honeywell is a Fortune 100 company that invents and manufactures technologies to address critical challenges linked to global macrotrends such as safety, security, productivity, global urbanization and energy. With approximately 100,000 employees worldwide, including more than 19,000 engineers and scientists, Honeywell has an unrelenting focus on quality, delivery, value, and technology in everything they make and do. Honeywell has been named a Top 100 Global Innovator for seven years in a row, recognizing the company's global reach of portfolio and invention influence.
In Kansas City, Honeywell Federal Manufacturing & Technologies (FM&T) manages and operates the U.S. Department of Energy/National Nuclear Security Administration's (NNSA) Kansas City National Security Campus. This state-of-the-art engineering, manufacturing and sourcing facility produces a wide array of intricate components to deliver trusted national security products and government services primarily for the NNSA. Honeywell FM&T's culture of integrity, commitment and continuous improvement enables them to deliver responsive, collaborative and innovative management and technology services and products that translate into cutting edge solutions to complex national security issues.
Summary
This position performs a full range of complex engineering support assignments requiring significant knowledge of manufacturing, business and project management processes.
Duties and Responsibilities
The ability to work independently at a high level on complex engineering support tasks in alignment with business strategies/tactics.
Identifies and pursues improvement opportunities, develops revised processes, and performs updates and/or maintenance to existing MES factory instructions.
Create new production routings. Adhere to factory instruction standards. Facilitate reviews with other parties such as Production Control, Quality Engineering, Inspection, Product Engineering and Operations before final release to minimize subsequent changes.
Troubleshoot and resolve issues related to work instructions.
Interpret design definitions and suggests improvements for function, manufacturability, and cost. Facilitate reviews with process and quality engineering and production operations.
Assess utilization of capital equipment in assigned area(s), provides recommendations for improved utilization, and conducts annual inventory and reporting as required.
Creates documentation for engineering concurrence supporting cost management, generation of Cost Price Estimates (CPEs), risk assessments, and management/tracking against cost and schedule requirements.
Helps create, maintain, and assess quality documentation required for product acceptance.
Perform mentoring responsibilities for engineering support specialist II.
You Must Have
Bachelor's degree and five (5) or more years of relevant experience is required OR in lieu of degree at least seven (7) years previous experience in general business operations, manufacturing or engineering related administrative activities such as configuration management, financial reporting product testing procedures & data entry.
Proven ability in decision making, organization & problem solving.
Ability to travel up to 10% of the time.
Ability to work remote, hybrid, or on-site as directed by management and is determined by the needs of the business.
Regular and reliable attendance is an essential function of this job.
United States Citizenship
Ability to obtain and maintain, a U.S. Department of Energy (DOE) security clearance (some positions require additional DOE designations)
We Value
Bachelor's degree or two additional years of direct work experience in lieu of a Bachelor's degree.
PC literacy required, proficient in MS office products.
Intermediate Excel Skills.
Effective verbal and written communication skills.
Demonstrated subject matter expertise in MES, Matrix, Enterprise Content Management, Computer Aided Design, and others.
Ability to interface effectively with support organizations and internal customers such as Manufacturing, next assembly, etc., and exercise judgment to determine appropriate action.
Understanding of KCNSC processes and knowledge of KCNSC product strongly preferred. Some positions may require additional training and qualification.
This /job posting is not all inclusive and other duties may be assigned
This job description/job posting is not all inclusive and other duties may be assigned.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
If you require a reasonable accommodation to submit an application, please send an email to our Reasonable Accommodation Support Team.
Additional Information:
Job ID: 3805
Category: Engineering
Level of Experience:
Posting Location: Kansas City National Security Campus 14520 Botts Road Kansas City, MO, 64147
Remote Eligibility: On-Site
Travel Required: 0-10%
Approved Work States: MO
Hourly/Salary: Salary
Hiring Manager: Ragiemra Amato
Division: E00
Department: E12
#FMT2021
Collection Specialist - Bilingual - Fully Remote
West Bend, WI jobs
Bilingual Collections Specialist - Fully Remote- Southeastern WI- Milwaukee WI area
Why Time Investment Company?
We are a company that is driven by our Core Principles of Service, Excellence, Integrity, Generosity and Fun! We raise the bar on point-of-sale financing through our people, our culture, and our commitment to both dealers and customers.
We were selected as one of the Top Workplaces for Southeastern WI in 2024 and 2025!
About our West Bend location:
North of Milwaukee, our TIC office is in West Bend's beautiful historic district filled with the charm of repurposed early 20th century buildings.
What's in it for you?
$1000 sign on bonus after 90 days
10% extra night and weekend shift differentials
Monthly bonus potential
Work-From-Home, including training period
Flexible work schedule
Computer equipment and headset provided
Paid Time Off, up to 80 hours the first year
Additional 8 hours Birthday Month PTO
Potential for additional 8-hour Volunteer PTO
Paid holidays with an additional floating holiday
Medical, Dental, Vision Insurance
Life Insurance, Short and Long-Term Disability
Contribute to your 401(k) after the first 60 days; earn 4% company-match after 6 months
Tuition Reimbursement
Salary range $18-$23 per hour based on experience.
Requirements
Requirements
Our Collections representatives work from the comfort of their home, providing our friendly payment service to our loan holders. They are always happy to help with monthly payments by utilizing their soft-collection skills.
Handle outbound/inbound calls from customers who are 30-120 + days delinquent by setting them up with repayment arrangements or answering general questions regarding their loan.
Able to handle large volumes of inbound and outbound calls.
Use skip tracing and other methods to locate delinquent customers.
Prepare and send correspondence to customers via email and text message.
Use critical thinking skills to solve customer issues, suggest loan modifications to Collections Manager, and make recommendations for further action to mitigate loss to the company.
Create account notes that are clear and concise.
Work independently in a challenging environment to consistently meet collection quality and quantity goals.
Team Player/ Team Oriented
Promoting positive involvement with staff/customers/dealers
Support and live out our Core Principles
Other miscellaneous duties as assigned.
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 accommodation may be made to enable individuals with disabilities to perform the essential functions.
Fluent in English and Spanish.
Must be available between 8am-8pm CST, work two late nights up until 8pm CST, and up to two Saturdays per month (9am-12pm CST)
Must have excellent phone etiquette and typing skills.
Must have patience and the ability to stay calm in difficult situations.
Must be detail oriented and learn new concepts quickly.
Must be able to prioritize and make decisions.
EDUCATION AND/OR EXPERIENCE
: Minimum of high school diploma or equivalent. 2+ years of collections experience, including assisting customers via phone. Previous call center experience is a plus.
COMPUTER SKILLS:
Must have the ability to talk to customers, search and enter information into a computer program at the same time. Should be proficient in Microsoft Outlook; experience with a CRM program is desired although not necessary.
Language Skills
: Ability to read and interpret documents such as customer correspondence, accounts logs and procedure manuals. Ability to prepare reports and correspondence. Ability to communicate effectively with customers and other employees of the organization.
Mathematical Skills
: 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.
Reasoning Ability:
Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems, involving several concrete variables in standardized situations.
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 accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit, talk and/or hear, and/or use hands to finger, handle, or touch objects, tools, or controls. The employee is occasionally required to stand, and/or walk. The employee must occasionally lift and/or move up to 50 pounds, usually waist high, up to 50 feet away. Specific vision abilities required by this job include close vision and the ability to adjust focus. The mental and physical requirements described here are representative of those that must be met by an individual to successfully perform the essential functions of this position.
Protective Clothing Required: None
Work Environment
: Work is performed in an office environment. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those individual encounters while performing the essential functions of this position.
Salary Description Salary range $18-$23 per hour based on experience
Sr Electrical Engineer - Test Engineering
Kansas City, MO jobs
Join the industry leader to design the next generation of breakthroughs. Innovate to solve the world's most important challenges. Honeywell is a Fortune 100 company that invents and manufactures technologies to address critical challenges linked to global macrotrends such as safety, security, productivity, global urbanization and energy. With approximately 129,000 employees worldwide, including more than 19,000 engineers and scientists, Honeywell has an unrelenting focus on quality, delivery, value, and technology in everything they make and do. Honeywell has been named a Top 100 Global Innovator for seven years in a row, recognizing the company's global reach of portfolio and invention influence.
In Kansas City, Honeywell Federal Manufacturing & Technologies (FM&T) manages and operates the U.S. Department of Energy/National Nuclear Security Administration's (NNSA) Kansas City National Security Campus. This state-of-the-art engineering, manufacturing and sourcing facility produces a wide array of intricate components to deliver trusted national security products and government services primarily for the NNSA. Honeywell FM&T's culture of integrity, commitment and continuous improvement enables them to deliver responsive, collaborative and innovative management and technology services and products that translate into cutting edge solutions to complex national security issues.
Summary
The Sr Electrical Engineer role involves providing engineering support of highly technical and advanced manufacturing processes, with specialized qualifications, knowledge and skill. This position also requires performing project management while designing, developing, evaluating, and quality control functions of highly complex engineering projects. Sr Electrical Engineers complete projects while offering innovative solutions and applying mathematical, physical science, and advanced engineering technologies.
Duties and Responsibilities
Acts as authority within area of expertise with wide versatility of experience and capability.
May perform project planning and manage project resources, including multiple individuals and disciplines, to achieve quality, delivery, and cost objectives.
Monitors and analyzes electrical testing of products and troubleshoots test failures. Coordinates with stakeholders to adjust test limits and develop rework processes on defective products.
Writes technical reports on results and conclusions drawn from experiments conducted and incorporates findings in formal specifications.
Transitions design agency concepts into production by coordinating the activities of engineering, quality, manufacturing, and related organizations.
Leads developing operating procedures, work instructions, and inspection criteria on new products and components.
Defines/recommends design changes, designs of experiments, and equipment necessary to assure product quality.
Plans and performs engineering testing and uses advanced statistical and scientific methods to address and resolve critical engineering and production problems. Originates, refines, and releases complex manufacturing or inspection work directions.
Determines acceptability of processes and materials in conjunction with customers, design agency and other affected organizations.
Provides technical consultation to management and leads technical project teams.
Evaluates and implements innovations and technological advances that improve quality, reduce flowtime, improve productivity, and enhance operational surety.
Leads, trains and mentors Engineer I, II and III on various test processes and procedures.
You Must Have
Ability to travel up to 15% of the time
Ability to work remote, hybrid, or on-site as directed by management and is determined by the needs of the business.
Bachelor of Science degree from an ABET accredited program in Engineering or Physics
6+ years of relevant experience in engineering or related technical activities
United States Citizenship
Regular and reliable attendance is an essential function of this job
Ability to obtain and maintain, if required for position, a U.S. Department of Energy (DOE) security clearance (some positions require additional DOE designations)
We Value
Demonstrates knowledge of manufacturing or quality processes and techniques.
Demonstrates working without supervision, with latitude for independent action and decision making.
Demonstrates providing technical guidance, project management guidance, consultative services, and innovative solutions.
Demonstrates experience in project leadership.
FMT2021
This job description/job posting is not all inclusive and other duties may be assigned.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
If you require a reasonable accommodation to submit an application, please send an email to our Reasonable Accommodation Support Team at **********************.
To learn more about our benefits and culture follow the link below:
***************************************************
Additional Information:
Job ID: 3174
Category: Engineering
Level of Experience: Experienced Professional
Posting Location: Kansas City National Security Campus 14520 Botts Road Kansas City, MO, 64147
Remote Eligibility: On-Site
Travel Required: 0-10%
Approved Work States: MO; KS
Hourly/Salary: Salary
Senior Contract Administrator - Equipment Finance (remote)
Clayton, MO jobs
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $34.05 - $45.45 (Amount based on relevant experience, skills, and competencies.)
About This Job
As a Contract Administrator, you'll be responsible for documenting commercial leases and loans originated by Commerce Bank. These leases and loans range from $200,000.00 to $5,000,000.00 with varied equipment types for tax based commercial entities, municipalities, schools and other tax-exempt entities. You'll make sure all approvals and conditions are met, review lease and loan document requests, and tracking any outstanding items. If you are a detail-oriented person with the ability to manage multiple priorities, this might be the job for you.
Essential Functions
Prepare customer lease files and create lease and equipment loan documents consistent with bank policy
Prepare a lien in the collateral through such methods as Uniform Commercial Code (UCC) filings, motor vehicle filings and other appropriate methods
Track receipt of any outstanding items including invoices
Follow up for insurance information
Prepare UCC financing statements and motor vehicle lien registration for customers and for assignees
Verify insurance coverage on financed assets
Set up escrow funds and disbursement of funds
Monitor UCC report, filing termination or amendment statements as necessary
Prepare lease amendment documentation
Post documents to Commerce website
Perform other duties as assigned
Knowledge Skills & Abilities Required
Intermediate knowledge of general principles of accounting
Intermediate knowledge of general legal principles related to contract work and perfection of lien issues through the Uniform Commercial Code and motor vehicle titling laws
Strong phone skills and ability to type at least 40 words per minute
Ability to quickly learn and properly apply bank policy to various factual scenarios and to learn various bank systems used to create loan documents
Strong analytical and logical skills
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Intermediate level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
Bachelor's degree or equivalent combination of education and experience required. Paralegal degree preferred.
3+ years relevant industry experience relating to document creation required in commercial equipment loan or lease environment for a financial institution required
**Level of role is determined by knowledge, experience, skills, abilities, and education
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Contract Administrator II and Senior - Equipment Finance job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $34.05 $45.45 per hour. Depending on the job level, this position may be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
#LI-Remote
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type:
Full time
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