Account Administrator jobs at Medical Mutual

Required Qualifications * Deep technical understanding of PeopleSoft architecture, people tools, administration with relevant experience. * Good hands-on experience in performing installation of available versions of PeopleSoft application 9.x and people tools 8.5x * Expertise in implementing change management using PUM, change assistant by handling applying bundles, patches, and maintenance packs * Very well versed with the PeopleSoft upgrade approach which includes both tools and application upgrades * Experience in configuring PeopleSoft change assistant and the templates required for tools/application upgrade. Having good knowledge of North American Payroll tax update. * Sound knowledge in handling integration broker setup, configuration, and troubleshooting IB failure issues. * Capable of maintaining PeopleSoft and oracle environments, tools, utilities, configurations, monitoring, backup and recovery, job scheduling, release management, and compliance. * Expertise in troubleshooting PeopleSoft server and environmental infrastructure related issues * Proficiency in completing PeopleSoft infrastructure deliverables like hardware sizing solution architecture, technical architecture based on the functional specifications and business requirements. * Solid hands-on experience on PeopleSoft environment refreshes and cloning etc. * Familiarity in handling PeopleSoft migrations. Like- Application migration, DB Script migration, SQR and Scripts migration etc. * Knowledge of oracle WebLogic monitoring and its troubleshooting. * Experience in automating PeopleSoft environment monitoring related tasks. * Good in shell scripting for PeopleSoft maintenance related automated tasks. * This position requires strong analytical and problem-solving skills with demonstrated initiative and flexibility to meet deadlines and end user expectations. * Candidate should have excellent communication skills including written and verbal * Looking for a great team player with Can-Do attitude * Good in articulation and communication * Autosys experience is an added advantage and writing the JIL scripts * Hands on knowledge Fluid technology (good to have). Preferred Requirements • PeopleSoft architecture, people tools experience * People Tools Installation. * PeopleSoft PUM upgrade. * Server Configuration and Maintenance. * PL/SQL and Shell scripting. * Aut osys Job scheduling and JIL scripting. Salary Range: $90,000 $120,000 Year TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & amp; Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. #LI-SP1

We are seeking a highly organized and detail-oriented Business/Office Administrator to provide comprehensive administrative, financial, and operational support across our project teams in the Columbus Metro area. This role is critical in ensuring seamless coordination between field operations, project leadership, subcontractors, and clients. The Administrator will manage daily project documentation, maintain compliance records, support financial tracking, and facilitate efficient office and workforce operations. The ideal candidate is a proactive problem-solver who thrives in a fast-paced environment, has excellent communication skills, and can balance multiple responsibilities with accuracy and professionalism. This individual will play a key role in driving efficiency, maintaining compliance with client and regulatory requirements, and supporting both executive leadership and on-the-ground project teams. Requirements 1. Project & Field Administration • Project Administrative Assistants / Coordinators • Handle daily document flow (RFI logs, submittals, meeting minutes). • Support scheduling updates, progress reports, and workforce tracking. • Interface between project leadership and subcontractors. • Field Office Administrators • Manage site-based offices: supply ordering, logistics, badging systems, visitor tracking. • Maintain daily reports, timecards, and field-level record keeping. 2. Document & Data Control • Document Control Specialists • Manage Procore, BIM 360, or other project management platforms. • Version control for drawings, specifications, and change orders. • Ensure compliance with client documentation requirements (Meta, Google, Microsoft, etc.). • Data/Reporting Analysts • Compile productivity metrics, safety reports, and quality documentation. • Generate dashboards for leadership and client reviews. 3. Contract & Compliance Support • Contracts/Procurement Administrators • Issue POs, manage subcontractor agreements, and track insurance/COIs. • Support procurement schedules and vendor coordination. • Compliance Coordinators • Track subcontractor safety certifications, background checks, badging, and training records. • Support OCIP/CCIP (insurance program) documentation. 4. Finance & Cost Support • Project Accountants / Billing Coordinators • Handle pay apps, lien waivers, invoicing, and cost tracking. • Reconcile budgets against actuals; prepare monthly cost reports. • Payroll/Timekeeping Specialists • Collect, verify, and process weekly craft and staff hours. • Track per diems, travel stipends, and expense reimbursements. 5. People & Logistics • Onboarding / HR Coordinators • Manage site onboarding (badging, orientation, compliance docs). • Track certifications, HR records, and site-specific requirements. • Travel & Logistics Coordinators (if not handled by a central office) • Arrange flights, housing, rental cars for traveling staff. • Support relocation for long-term assignments. 6. Executive & Client Support • Executive Assistants / Client Liaisons • Schedule executive-level meetings and visits. • Prepare presentation decks, reports, and client communications. This position offers a unique opportunity to work at the intersection of operations, finance, compliance, and client relations, making the Administrator a vital partner in project success.

Job Description We are seeking a highly organized and detail-oriented Business/Office Administrator to provide comprehensive administrative, financial, and operational support across our project teams in the Columbus Metro area. This role is critical in ensuring seamless coordination between field operations, project leadership, subcontractors, and clients. The Administrator will manage daily project documentation, maintain compliance records, support financial tracking, and facilitate efficient office and workforce operations. The ideal candidate is a proactive problem-solver who thrives in a fast-paced environment, has excellent communication skills, and can balance multiple responsibilities with accuracy and professionalism. This individual will play a key role in driving efficiency, maintaining compliance with client and regulatory requirements, and supporting both executive leadership and on-the-ground project teams. Requirements 1. Project & Field Administration • Project Administrative Assistants / Coordinators • Handle daily document flow (RFI logs, submittals, meeting minutes). • Support scheduling updates, progress reports, and workforce tracking. • Interface between project leadership and subcontractors. • Field Office Administrators • Manage site-based offices: supply ordering, logistics, badging systems, visitor tracking. • Maintain daily reports, timecards, and field-level record keeping. 2. Document & Data Control • Document Control Specialists • Manage Procore, BIM 360, or other project management platforms. • Version control for drawings, specifications, and change orders. • Ensure compliance with client documentation requirements (Meta, Google, Microsoft, etc.). • Data/Reporting Analysts • Compile productivity metrics, safety reports, and quality documentation. • Generate dashboards for leadership and client reviews. 3. Contract & Compliance Support • Contracts/Procurement Administrators • Issue POs, manage subcontractor agreements, and track insurance/COIs. • Support procurement schedules and vendor coordination. • Compliance Coordinators • Track subcontractor safety certifications, background checks, badging, and training records. • Support OCIP/CCIP (insurance program) documentation. 4. Finance & Cost Support • Project Accountants / Billing Coordinators • Handle pay apps, lien waivers, invoicing, and cost tracking. • Reconcile budgets against actuals; prepare monthly cost reports. • Payroll/Timekeeping Specialists • Collect, verify, and process weekly craft and staff hours. • Track per diems, travel stipends, and expense reimbursements. 5. People & Logistics • Onboarding / HR Coordinators • Manage site onboarding (badging, orientation, compliance docs). • Track certifications, HR records, and site-specific requirements. • Travel & Logistics Coordinators (if not handled by a central office) • Arrange flights, housing, rental cars for traveling staff. • Support relocation for long-term assignments. 6. Executive & Client Support • Executive Assistants / Client Liaisons • Schedule executive-level meetings and visits. • Prepare presentation decks, reports, and client communications. This position offers a unique opportunity to work at the intersection of operations, finance, compliance, and client relations, making the Administrator a vital partner in project success.

Junior Account Manager** **Department:** Sales - Landauer Business **Reports to:** Regional Sales Director **Compensation:** Base salary + commission **About Us** Fluke Health Solutions' Landauer business is a global leader in radiation safety and occupational monitoring. We are dedicated to delivering reliable, innovative solutions and excellent customer service to support our clients in ensuring safety and regulatory compliance. Join our team and help enhance the customer experience, create value through strategic account management, and drive our mission to improve lives worldwide. **Position Overview** The Junior Account Manager will work closely with the Account Manager to maximize value within an assigned customer portfolio. This role will actively support upselling, cross-selling, and simplifying the customer journey by offering guidance, timely support, and impactful communication. The Junior Account Manager is a proactive customer partner focused on revenue growth, customer satisfaction, and engagement. This is a commissioned role ideal for individuals who excel in a collaborative environment and are motivated by building long-term customer relationships. **Key Responsibilities** + **Account Support & Partnership:** + Collaborate with the Account Manager to manage and grow an assigned customer portfolio. + Serve as a key point of contact, assisting customers with inquiries, providing support, and facilitating service delivery. + Help identify customer needs to optimize product and service use, driving satisfaction and loyalty. + Utilize company CRM database to maintain accurate, updated, and organized information on all assigned customers. + **Sales & Revenue Growth:** + Actively support upselling and cross-selling efforts by presenting relevant product and service solutions to customers. + Develop customer-specific recommendations and support the Account Manager in presenting these to drive value and engagement. + Meet or exceed assigned sales targets in collaboration with the Account Manager. + **Customer Experience Improvement:** + Simplify and enhance the customer journey by addressing pain points, providing clear communication, and implementing solutions to improve interactions. + Gather customer feedback, identify improvement opportunities, and communicate insights to internal teams to support a seamless experience. + Maintain updated records on customer interactions and transactions in CRM systems, ensuring accurate data for performance analysis and account planning. + **Collaboration & Communication:** + Partner with internal teams (e.g., product, marketing, customer service) to ensure consistent and high-quality service delivery. + Work closely with the Account Manager and cross-functional teams to align on strategy and coordinate actions to meet shared goals. **Qualifications** + Bachelor's degree in Business, Marketing, or related field, or equivalent experience. + 1+ years in sales, account management, or customer service; experience within healthcare or SaaS industries preferred. + Strong communication, interpersonal, and negotiation skills. + Proven ability to build and maintain customer relationships. + Goal-oriented and self-motivated with a track record of meeting or exceeding targets. + Proficiency with CRM software and Microsoft Office Suite. **What We Offer** + Competitive base salary with commission potential. + Comprehensive benefits package including health, dental, and vision insurance. + Opportunity for growth and advancement within a global industry leader. + Collaborative, customer-focused work environment. Skills: 1. 2. Customer Relationship Management-- 1. Serve as key point of contact for assigned customer accounts 2. Proficiency with CRM- Maintain updated records on customer interactions and transactions, ensure accurate data for performance analysis and account planning 3. Proactively focus on retention & growth 3. Technical Aptitude- 1. High level of product knowledge required 2. Help identify customer needs to optimize product and service use. 4. Collaboration 1. Partner with and coordinate tasks with Customer Service, Account Managers and Operations to ensure consistent and high quality service for customers to achieve sales targets. 2. Meet or exceed assigned sales targets in collaboration with Account Manager (via cross sell and upsell) 3. Gather customer feedback, identify improvement opportunities, and communicate insights to internal teams. 5. Continuous Improvement Mindset 1. The willingness to learn new skills, tools, and technologies-specifically, Jr. Account Manager will need to continue learning new MyLDR suite and added reports/features to present to customers. 6. Organizational Skills 1. Efficiently manage time to balance customer interactions, administrative tasks, and strategic planning. 7. Ability to explain technical details in a way that is understandable to customers. 8. Ensure accuracy in records, customer interactions, and documentation. **Fortive Corporation Overview** Fortive's essential technology makes the world safer and more productive. We accelerate transformation in high-impact fields like workplace safety, build environments, and healthcare. We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in healthcare sterilization, industrial safety, predictive maintenance, and other mission-critical solutions. We're a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to advanced technologies that help providers focus on exceptional patient care. We are a diverse team 10,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact. At Fortive, we believe in you. We believe in your potential-your ability to learn, grow, and make a difference. At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone. At Fortive, we believe in growth. We're honest about what's working and what isn't, and we never stop improving and innovating. Fortive: For you, for us, for growth. **About Fluke Health Solutions** Comprised of four industry leaders-Fluke Biomedical, LANDAUER, RaySafe, and Victoreen - Fluke Health Solutions (FHS) leads the biomedical and radiation detection markets with innovative products and services that help keep customers, patients, and clients safe. Fluke Biomedical leads the world in manufacturing biomedical test equipment like defibrillator analyzers and digital pressure meters. LANDAUER measures radiation exposure with dosimeter and radiation monitoring badges. RaySafe is the worldwide leader of X-ray test equipment, real-time staff dosimetry, and radiation survey meters. And Victoreen instruments are the trusted source for radiation monitoring systems and quality assurance for nuclear power professionals. At FHS, we believe in your potential - your ability to learn, grow and contribute in meaningful ways. And we believe in giving you the opportunity, accountability, and visibility to do just that. We Are an Equal Opportunity Employer. Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com. **Pay Range** The salary range for this sales position (inclusive of sales incentives/commissions in local currency) is 105000 - 195000 The salary range for this sales position (inclusive of sales incentives/commissions in local currency) is 105000 - 195000 We are an Equal Opportunity Employer Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@fortive.com.

Job Description William Vaughan Company is helping in the search for an Accounts Payable Clerk for an Automotive and Manufacturing firm based in Maumee, OH. They are seeking a skilled accounting individual to join their team. As our AP Clerk, you will manage key accounting functions to ensure vendors are paid accurately and on time, support process improvements, and help maintain strong financial controls. If you are detail-oriented, organized, and motivated and thrive a fast-paced, collaborative, and manufacturing-focused environment, we want you! ** THIS ROLE IS NOT FOR WILLIAM VAUGHAN COMPANY** Role: Invoice Processing Receive, review, and verify invoices and payment requests Ensure proper coding and approval according to company policies Enter invoices into accounting/ERP systems (e.g., Plex, SAP, QuickBooks) Payments & Reconciliation Prepare and process payments (checks, ACH, wire transfers) Reconcile vendor statements and resolve discrepancies Monitor accounts to ensure payments are up-to-date Vendor Relations Communicate with vendors regarding payment status, discrepancies, and questions Maintain positive vendor relationships Compliance & Reporting Ensure compliance with company policies and internal controls Support month-end and year-end closing processes Assist in the preparation of AP aging reports Continuous Improvement Participate in process improvement initiatives to enhance AP efficiency Support audits and documentation requests Requirements: Education: High school diploma or equivalent; Associate's degree in Accounting or related field preferred Experience: 1-3 years in accounts payable or general accounting (manufacturing/industrial preferred) Technical Skills: Proficiency in MS Office (Excel a must); experience with ERP/accounting systems (Plex, SAP, QuickBooks, etc.) Attention to Detail: Accurate data entry and strong organizational skill Communication: Effective written and verbal communication with vendors and team members Ready to embrace our Employee Handbook Benefits & Perks: Strong Benefits: An awesome 401K match program, eligible for annual bonus right away, 14 days of Paid Holidays and 2 weeks of PTO Growth: Advance your career in a dynamic manufacturing environment Impact: Your work helps drive our success, every day Culture: Collaborative, innovative, and supportive team Tech: Work with modern ERP (Plex) and accounting systems Powered by JazzHR Xw5XQVF2Ay

Join a team built on integrity, service, and growth. Truck World, Inc. is a family-owned company that's been fueling travelers and communities across the region for decades. Headquartered in Hubbard, Ohio, we operate a network of travel centers, convenience stores, and restaurants - all driven by a commitment to quality and service. We're looking for a full-time Accounts Payable Specialist to join our growing accounting team. This role is ideal for someone who thrives in a fast-paced environment, takes pride in accuracy, and enjoys being part of a close-knit, professional team. About the Role As an Accounts Payable Specialist, you'll play an important part in keeping our business running smoothly. From processing vendor invoices to supporting our leadership team, your attention to detail and proactive mindset will help ensure our operations stay on track. Responsibilities: Process and code vendor invoices accurately and efficiently Match BOLs with invoices and verify fuel pricing and contract details Reconcile vendor statements and resolve billing discrepancies Assist with accruals, journal entries, and monthly reconciliations Post receipts, prepare deposits, and help streamline accounting processes Collaborate with the CFO and team members to support business goals Perform other related duties as needed Requirements: 2-4 years of accounts payable or general accounting experience (preferred) Training or education in accounting a plus Strong organizational and problem-solving skills Accuracy and attention to detail in all tasks Proficiency in Microsoft Office and comfort with technology Excellent communication skills and a professional demeanor A proactive, team-oriented attitude Why Truck World? Competitive hourly pay starting at $20+ per hour (based on experience) Paid holidays and vacation time 401(k) retirement plan A supportive, family-oriented work culture focused on respect and growth If you're ready to bring your skills to a company that values hard work, teamwork, and continuous improvement, we'd love to hear from you.

Job DescriptionSalary: $20+/hour Join a team built on integrity, service, and growth. Truck World, Inc. is a family-owned company thats been fueling travelers and communities across the region for decades. Headquartered in Hubbard, Ohio, we operate a network of travel centers, convenience stores, and restaurants all driven by a commitment to quality and service. Were looking for a full-time Accounts Payable Specialist to join our growing accounting team. This role is ideal for someone who thrives in a fast-paced environment, takes pride in accuracy, and enjoys being part of a close-knit, professional team. About the Role As an Accounts Payable Specialist, youll play an important part in keeping our business running smoothly. From processing vendor invoices to supporting our leadership team, your attention to detail and proactive mindset will help ensure our operations stay on track. Responsibilities: Process and code vendor invoices accurately and efficiently Match BOLs with invoices and verify fuel pricing and contract details Reconcile vendor statements and resolve billing discrepancies Assist with accruals, journal entries, and monthly reconciliations Post receipts, prepare deposits, and help streamline accounting processes Collaborate with the CFO and team members to support business goals Perform other related duties as needed Requirements: 24 years of accounts payable or general accounting experience (preferred) Training or education in accounting a plus Strong organizational and problem-solving skills Accuracy and attention to detail in all tasks Proficiency in Microsoft Office and comfort with technology Excellent communication skills and a professional demeanor A proactive, team-oriented attitude Why Truck World? Competitive hourly pay starting at $20+ per hour (based on experience) Paid holidays and vacation time 401(k) retirement plan A supportive, family-oriented work culture focused on respect and growth If youre ready to bring your skills to a company that values hard work, teamwork, and continuous improvement, wed love to hear from you.

The Fund Accounting Associate Analyst is an entry level position responsible for assisting in a variety of fund valuation activities in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the calculation of daily and periodic Net Asset Valuations (NAVs) for funds and the distribution of associated unit prices. Responsibilities: Assist in distributing fund data to internal and external business partners as well as coordinate and review offshore production activities Ensure accurate fund records through review of reconciliation reports Communicate cash position to the investment advisor as well as research cash and funding holdings differences with custodian Help process, balance, and reconcile shareholder activity with transfer agent Calculate daily net asset value and market value of portfolio holdings Provide support on audits and review work for adherence to procedures and compliance requirements Analyze/monitor client budgets and ensure fund expenses are paid in a timely manner Assist in completing all monthly, quarterly, and annual reporting requirements as well as assist with the preparation of financial statements, regulatory filings, and board materials Assist in preparing and calculating tax information and reporting requirements Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 0-2 years of relevant experience Experience in business related area Working knowledge of industry practices and standards Proficient computer skills with a focus on Microsoft Office applications Demonstrated time management skills Consistently demonstrates clear and concise written and verbal communication Education: Bachelor's degree/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Fund Accounting ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Columbus Ohio United States ------------------------------------------------------ Primary Location Full Time Salary Range: $50,600.00 - $70,600.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Nov 24, 2025 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The Fund Accounting Associate Analyst is an entry level position responsible for assisting in a variety of fund valuation activities in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the calculation of daily and periodic Net Asset Valuations (NAVs) for funds and the distribution of associated unit prices. **Responsibilities:** + Assist in distributing fund data to internal and external business partners as well as coordinate and review offshore production activities + Ensure accurate fund records through review of reconciliation reports + Communicate cash position to the investment advisor as well as research cash and funding holdings differences with custodian + Help process, balance, and reconcile shareholder activity with transfer agent + Calculate daily net asset value and market value of portfolio holdings + Provide support on audits and review work for adherence to procedures and compliance requirements + Analyze/monitor client budgets and ensure fund expenses are paid in a timely manner + Assist in completing all monthly, quarterly, and annual reporting requirements as well as assist with the preparation of financial statements, regulatory filings, and board materials + Assist in preparing and calculating tax information and reporting requirements + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 0-2 years of relevant experience + Experience in business related area + Working knowledge of industry practices and standards + Proficient computer skills with a focus on Microsoft Office applications + Demonstrated time management skills + Consistently demonstrates clear and concise written and verbal communication **Education:** + Bachelor's degree/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Fund Accounting ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Columbus Ohio United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $50,600.00 - $70,600.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Nov 24, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Resolution Analyst is responsible to identify the applicable laws and regulations related to complaints, while also performing research, investigation, negotiation, and resolution of all types of customer appeals and grievances. Essential Functions * Understand the reasons and factors behind complaints and working toward solving customers' problems * Assist in identifying root cause issues when working through customer complaints, meeting with product development teams and relaying customer complaints relating to their product, customer service and support executives in order to provide solutions for complaints regarding non-compliant customer service, meeting with customers and handling their complaints directly, and in preparing reports, discuss reports and manage meetings with outside/internal examiners regarding compliance functions listed above * Ensure document and data integrity, and compliance within subsidiaries and affiliates * Review the list of complaints from customers * Monitor complaints and works toward reducing their numbers * Communicate guidance to appropriate business units * Prepare findings report and executive & board summary reports * Analyze complaints and determine root cause * Keep an inventory of customer complaints in order to review them and improve the standards of Northwest * Maintain regulatory compliance in nontraditional banking business units * Recommend improvements to procedures * Maximize technology tools available, and benefits to Northwest * Minimize departmental non-payroll costs and risk Additional Essential Functions * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment Additional Responsibilities * Complete special projects as assigned Safety and Health for those without supervisory duties * Abide by the rules of the safety and loss prevention program * Perform work tasks in a safe manner * Report any and all injuries to supervisor * Know what to do in case of an emergency QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education Bachelor's Degree in business or related degree Work Experience 2 - 6 years of customer service and/or regulatory compliance business related experience General Employee Knowledge, Skills, and Abilities * Ability to establish effective working relationships among team members and participate in solving problems and making decisions * Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written * Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information * Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information * Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Excellent customer service ethics and troubleshooting skills Working Exceptional communication skills Has a genuine concern for customer complaints, strong ability to investigate complaints in order to determine the root cause, and is creative in finding solutions for complaints Organized and meticulous Maintains outstanding customer relations Ability to work under stress, and highly result oriented Ability to provide and implement a regulatory compliance program for non-traditional banking functions and ability to provide ongoing monitoring of those business units Ability to aid in the enhancement of the Company's Fraud protection program. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: In an area of high dollar volume, client sophistication and trust, and high client expectations, accountable for support for Relationship Manager on assigned group of custody accounts (more complex and/or higher risk - under general supervision). Serve as the primary contact with clients and/or their business partners and act as liaison between the client, relationship management and back-office processing operations. Adhere to internal department procedures and deadlines tonsure regulatory compliance and exemplary client service. Exceed established departmental service levels. Improve service delivery by working in conjunction with operations, technology and relationship management. Verify and approve daily processing activities within assigned custody team. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES & RESPONSIBILITIES: + Fully understand client expectations and operating requirements to ensure service level standards are exceeded. + May be temporarily assigned to a #lead# role during times of limited supervisory coverage. + Will verify and approve daily processing activities within assigned custody team. + Lead or assist with special projects. + Serve as backup to Global Custody Services Supervisor as needed. + Makes suggestions for process improvement and escalates issues of departmental service concern to the attention of management in a timely manner. + Provide support to team members in resolving issues and answering questions. + Serve as control point person in performing compliance requirements. + Train/Mentor new team members in all aspects of Global Custody Administrator functions. + Works independently as primary point of contact and support on assigned custody account relationships (more complex and/or higher risk) which include monitoring, reviewing and balancing account activities involving Global and Domestic cash flows, foreign exchanges, income repatriation, physical security handling, overdraft and failed trade resolution and account maintenance to internal system records. + Research and resolve issues presented by clients, their partners, relationship management and all other internal and external clients and communicate in a timely manner. Escalate issues/problems appropriately, according to established escalation paths. + Review and obtain client signature on Tax Documentation in order to maintain favorable tax status in Global Markets. + Partner with Securities Lending Agent and/or Investment Advisor on global activity, such as shares segregated due to proxy voting, registered/unregistered shares for JPY dividends, and debit/credit interest from sub-custodians. + Research causes for overdrafts and prepare claims to Investment Manager and/or Securities Lending agent as needed SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree in business, finance, accounting or related field or equivalent work experience. + Minimum 2 years' experience as a Global Custody Administrator I or 4 years' experience working in the Financial Services industry, preferably in securities processing, mutual fund operations or brokerage operations environment. + Proven excellent customer service skills. Must be service focused and oriented toward exceptional customer experience. + Proven excellent written and verbal communication skills including the ability to effectively communicate on behalf of the Bank to both internal and external clients. + Proven experience operating in an environment that stresses both individual accountability and team-based performance. + Proven excellent interpersonal/relationship skills. + Proven ability to manage multiple client accounts and projects with varying priorities and deadlines. + Proven ability to exercise a high degree of independent judgment and handle confidential information. + Proven ability to recognize potential problems and formulate solutions in a timely manner. + Familiarity with securities systems and technology, securities products, and industry trends including: Fifth Third Direct, BNY Mellon's Workbench, Mobius, ACE, Bloomberg, Depository Trust Company, Xcitek Solutions Plus, Fee Advantage and Roscoe. + Ability to use all Microsoft Office software including: Excel, Word and Outlook. + Resourceful and results oriented. #LI-MW1 Institutional Account Administrator II At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: In an area of high dollar volume, client sophistication and trust, and high client expectations, accountable for support for Relationship Manager on assigned group of custody accounts (more complex and/or higher risk - under general supervision). Serve as the primary contact with clients and/or their business partners and act as liaison between the client, relationship management and back-office processing operations. Adhere to internal department procedures and deadlines tonsure regulatory compliance and exemplary client service. Exceed established departmental service levels. Improve service delivery by working in conjunction with operations, technology and relationship management. Verify and approve daily processing activities within assigned custody team. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES & RESPONSIBILITIES: * Fully understand client expectations and operating requirements to ensure service level standards are exceeded. * May be temporarily assigned to a #lead# role during times of limited supervisory coverage. * Will verify and approve daily processing activities within assigned custody team. * Lead or assist with special projects. * Serve as backup to Global Custody Services Supervisor as needed. * Makes suggestions for process improvement and escalates issues of departmental service concern to the attention of management in a timely manner. * Provide support to team members in resolving issues and answering questions. * Serve as control point person in performing compliance requirements. * Train/Mentor new team members in all aspects of Global Custody Administrator functions. * Works independently as primary point of contact and support on assigned custody account relationships (more complex and/or higher risk) which include monitoring, reviewing and balancing account activities involving Global and Domestic cash flows, foreign exchanges, income repatriation, physical security handling, overdraft and failed trade resolution and account maintenance to internal system records. * Research and resolve issues presented by clients, their partners, relationship management and all other internal and external clients and communicate in a timely manner. Escalate issues/problems appropriately, according to established escalation paths. * Review and obtain client signature on Tax Documentation in order to maintain favorable tax status in Global Markets. * Partner with Securities Lending Agent and/or Investment Advisor on global activity, such as shares segregated due to proxy voting, registered/unregistered shares for JPY dividends, and debit/credit interest from sub-custodians. * Research causes for overdrafts and prepare claims to Investment Manager and/or Securities Lending agent as needed SUPERVISORY RESPONSIBILITIES: None. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelor's degree in business, finance, accounting or related field or equivalent work experience. * Minimum 2 years' experience as a Global Custody Administrator I or 4 years' experience working in the Financial Services industry, preferably in securities processing, mutual fund operations or brokerage operations environment. * Proven excellent customer service skills. Must be service focused and oriented toward exceptional customer experience. * Proven excellent written and verbal communication skills including the ability to effectively communicate on behalf of the Bank to both internal and external clients. * Proven experience operating in an environment that stresses both individual accountability and team-based performance. * Proven excellent interpersonal/relationship skills. * Proven ability to manage multiple client accounts and projects with varying priorities and deadlines. * Proven ability to exercise a high degree of independent judgment and handle confidential information. * Proven ability to recognize potential problems and formulate solutions in a timely manner. * Familiarity with securities systems and technology, securities products, and industry trends including: Fifth Third Direct, BNY Mellon's Workbench, Mobius, ACE, Bloomberg, Depository Trust Company, Xcitek Solutions Plus, Fee Advantage and Roscoe. * Ability to use all Microsoft Office software including: Excel, Word and Outlook. * Resourceful and results oriented. #LI-MW1 Institutional Account Administrator II At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45227 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Accounts Payable Specialist II is primarily responsible for the daily processing of invoices. These activities include, but are not limited to, ensuring invoices are coded to be the appropriate spend category, cost center, loan number (when applicable) and supporting documentation for compliance and company policies. The Accounts Payable Specialist II works directly with internal customers and external suppliers to resolve issues. Job Responsibilities: Process invoices to pay suppliers timely. Work collaboratively with branches and resolve inquiries in a timely manner. Process and scan invoices into the accounting system. Prepare and record journal entries. Complete other duties as assigned. Qualifications and Skills: High School diploma or equivalent. 3+ years of accounts payable experience. Excellent communication skills. Excellent attention to detail. Proficiency with Microsoft Office Suite, including Excel. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

Proven experience as a Globalscape MFT Developer or Administrator, with a strong understanding of managed file transfer concepts and technologies. Proficiency in scripting languages such as PowerShell, Python, or VBScript for automation and customization tasks. In-depth knowledge of file transfer protocols like FTP, SFTP, FTPS, AS2, and HTTP/S. Familiarity with security concepts, including encryption, digital certificates, SSL/TLS, and access controls. Experience integrating file transfer systems with enterprise applications, databases, and cloud services (AWS , Azure). Strong troubleshooting and problem-solving skills to identify and resolve file transfer issues. Excellent communication skills and the ability to collaborate effectively with cross-functional teams. Detail-oriented mindset with a focus on data integrity, confidentiality, and compliance. Physical Requirements - Ability to work in a standard office environment & Occasional on-call and after-hours support may be required Roles & Responsibilities (L2/L3 Only) Design and develop file transfer workflows, automation scripts, and customizations within the Globalscape MFT platform. Implement and configure file transfer protocols, security settings, user access controls, and encryption mechanisms. Collaborate with internal stakeholders to gather business requirements and translate them into technical specifications. Monitor and troubleshoot file transfer processes, identify and resolve issues, and perform root cause analysis. Implement best practices for data integrity, security, and compliance, ensuring adherence to relevant regulations and standards. Develop and maintain documentation, including system architecture, configuration details, and standard operating procedures. Stay updated with the latest trends and advancements in managed file transfer technologies and recommend enhancements or upgrades to the Globalscape MFT platform. Provide technical support and guidance to end-users, assisting with file transfer-related inquiries and issues. Have knowledge in Patching to perform Patching and fix vulnerability in Globalscape servers. Base Salary Range: $86,000 - $125,000 per annum TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. #LI-SV2 #LI-KUMARAN

Job Description William Vaughan Company is helping in the search for a Bookkeeper for a General Contractor based in Holland, OH. They are seeking a skilled individual to join their team. As a Bookkeeper, you will be responsible for maintaining accurate financial records, processing transactions, and ensuring compliance with applicable standards. You will play a crucial role in supporting our financial operations and contributing to the overall success of the company. If you have a strong background in construction and a commitment to delivering high-quality results, we want to hear from you! ** THIS ROLE IS NOT FOR WILLIAM VAUGHAN COMPANY** Role: Record day-to-day financial transactions and complete the posting process. Verify that transactions are recorded in the correct ledger, supplier's ledger, customer ledger, and general ledger. Process accounts receivable/payable and handle payroll in a timely manner. Reconcile entries to ensure all accounts are balanced. Maintain and balance subsidiary accounts by verifying, allocating, and posting transactions. Assist with the preparation of financial reports by collecting, analyzing, and summarizing account information. Help support in contracts, job set ups and estimates. Develop and maintain a comprehensive filing system for financial documents. Ensure compliance with financial regulations and company policies. Assist with audits, fact checks, and resolving discrepancies. Requirements: Solid understanding of basic bookkeeping and accounting principles. Proven ability to calculate, post, and manage accounting figures and financial records. Data entry skills along with a knack for numbers. Hands-on experience with spreadsheets and proprietary software. Proficiency in MS Office and familiarity with accounting software such as QuickBooks, Xero, or Sage. High degree of accuracy and attention to detail. Excellent organizational and multitasking skills. Strong communication skills. Associate's degree in Accounting, Finance, or a related field preferred; relevant experience may be considered. Benefits & Perks: Comprehensive Benefits: Competitive salary, health benefits, and generous vacation policy. Professional Development: Opportunities for learning and growth within the company. Team Culture: Join a supportive and dynamic team that celebrates achievements and milestones. Powered by JazzHR kt Hieb1oHI

Description About this JobThe Branch Sales Administrator. Works closely with the onsite Branch Manager, the Branch Sales Administrator is responsible for many administrative/clerical functions. What you will do:Perform clerical/administrative support function in the office including answering the telephone, filing, copying, ordering supplies, etc.Maintain supply room materials ensuring appropriate inventory and most current printed documents.Receive visitors to the office in a professional manner and provide notification to appropriate individuals.Arrange for meeting and/or catering needs as requested.Coordinate resolution of issues pertaining to office operations (e.g. IT, office supplies and equipment, etc).Enter transactions into the appropriate blotters. Qualifications What you need to have:1+ year of proficiency with Microsoft Office tools (Word, Excel, Powerpoint) Must have High School diploma or GEDPrevious administrative experience helpful Really catch our eye with:Demonstrate a real passion for providing high level responses Keen eye for detail Highly responsive to coaching and training Able to work well independently and within a team environment Our top performers share the following traits:Adaptable to change in a fast paced environment Courteous and ResponsiveSuperior listening skills Positive role model to colleagues Team player attitude Energetic and results-oriented What we give you in return:Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks,Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, and Summit Brokerage Services. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Please Note: Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources. Unsolicited resumes will be ineligible for referral fees.

Full-time Description The CBS Difference At Cooperative Business Services (CBS), we deliver premier commercial lending services and cutting-edge software solutions to financial institutions across the nation. Our expertise spans all property types, ensuring that we meet the diverse needs of our clients. Our vision is to revolutionize financial partnerships, where institutions thrive and people flourish. This vision drives us to continually innovate and push the boundaries of what's possible in the financial sector. Our mission is clear: to empower financial institutions with innovative thinking and market-leading business solutions. We are committed to providing the tools and insights needed to navigate the complexities of the market, enabling our clients to achieve sustainable growth and success. Currently, CBS is in an exciting growth period as we position ourselves for 2025 and beyond. Join us on this journey as we continue to transform the future of financial institutions. Your Role in Our Success The Business Development Administrator (BDA) supports the Business Development Officer(BDO) in their assigned regions by providing essential administrative and operational assistance to ensure the success of commercial lending initiatives. This position will be required to work in office, between the hours of 8:00-5:00 EST. Below are the areas of responsibilities that will help you thrive and succeed in this role: Collect borrower information and ensure accurate and timely entry into relevant systems; Prepare meeting materials, presentations, and reports to ensure BDOs are equipped for client engagements; Manage schedules and calendars for BDOs, coordinating appointments with borrowers, credit unions, and other stakeholders; Submit expense reports on behalf of BDO's ensuring compliance with organizational policies; Order environmental reports third party reports, and send out participation agreements; Coordinate gift deliveries to borrowers as requested by BDO's; Guide borrowers through the process of setting up accounts with credit unions, including gathering necessary documentation and ensuring compliance with membership requirements; Act as a liaison between borrowers, credit unions, and internal teams to facilitate smooth account setup and lending processes; Address borrower inquiries promptly and provide exceptional service throughout the lending journey; Maintain organized records of borrower interactions, loan applications, and account setup processes using CRM systems; Maintains the integrity and confidentiality of borrow information and files. Ensure office supplies are adequately stocked and ordered as needed; Collaborate with commercial lending teams to streamline workflows and ensure compliance with organizational policies. Requirements What You Bring to the Table You have 3-5 years of experience in administrative support; experience in supporting sales representatives preferred; You have excellent verbal and written communication skills for clear and effective collaboration to interact with borrowers, credit unions, and internal teams; You have strong time management skills to prioritize tasks and meet deadlines. You have a team-oriented mindset with the ability to collaborate and coordinate across departments You have excellent organizational and time management skills, with the ability to handle multiple transactions simultaneously You are Proficient in Microsoft 365 products and CRM software The Perks of Being with Us At Cooperative Business Services, we believe in creating an environment where you can thrive both personally and professionally. Here's what you can look forward to as a valued member of our team: Compensation: Base compensation for this role ranges from $23.08 - $26.44 based on experience Generous Holidays: Take advantage of 13 paid holidays each year Comprehensive Insurance Coverage: Choose from a selection of medical, dental, vision, and supplemental benefit plans to suit your needs. Additionally, the company provides company-paid Short-Term Disability (STD), Long-Term Disability (LTD), and life insurance equivalent to 1 time your salary. 401(k) Plan: The company provides a generous matching contribution of up to 6%. Tuition Assistance Salary Description $48,000-$55,000

Job DescriptionDescription: The CBS Difference At Cooperative Business Services (CBS), we deliver premier commercial lending services and cutting-edge software solutions to financial institutions across the nation. Our expertise spans all property types, ensuring that we meet the diverse needs of our clients. Our vision is to revolutionize financial partnerships, where institutions thrive and people flourish. This vision drives us to continually innovate and push the boundaries of what's possible in the financial sector. Our mission is clear: to empower financial institutions with innovative thinking and market-leading business solutions. We are committed to providing the tools and insights needed to navigate the complexities of the market, enabling our clients to achieve sustainable growth and success. Currently, CBS is in an exciting growth period as we position ourselves for 2025 and beyond. Join us on this journey as we continue to transform the future of financial institutions. Your Role in Our Success The Business Development Administrator (BDA) supports the Business Development Officer(BDO) in their assigned regions by providing essential administrative and operational assistance to ensure the success of commercial lending initiatives. This position will be required to work in office, between the hours of 8:00-5:00 EST. Below are the areas of responsibilities that will help you thrive and succeed in this role: Collect borrower information and ensure accurate and timely entry into relevant systems; Prepare meeting materials, presentations, and reports to ensure BDOs are equipped for client engagements; Manage schedules and calendars for BDOs, coordinating appointments with borrowers, credit unions, and other stakeholders; Submit expense reports on behalf of BDO's ensuring compliance with organizational policies; Order environmental reports third party reports, and send out participation agreements; Coordinate gift deliveries to borrowers as requested by BDO's; Guide borrowers through the process of setting up accounts with credit unions, including gathering necessary documentation and ensuring compliance with membership requirements; Act as a liaison between borrowers, credit unions, and internal teams to facilitate smooth account setup and lending processes; Address borrower inquiries promptly and provide exceptional service throughout the lending journey; Maintain organized records of borrower interactions, loan applications, and account setup processes using CRM systems; Maintains the integrity and confidentiality of borrow information and files. Ensure office supplies are adequately stocked and ordered as needed; Collaborate with commercial lending teams to streamline workflows and ensure compliance with organizational policies. Requirements: What You Bring to the Table You have 3-5 years of experience in administrative support; experience in supporting sales representatives preferred; You have excellent verbal and written communication skills for clear and effective collaboration to interact with borrowers, credit unions, and internal teams; You have strong time management skills to prioritize tasks and meet deadlines. You have a team-oriented mindset with the ability to collaborate and coordinate across departments You have excellent organizational and time management skills, with the ability to handle multiple transactions simultaneously You are Proficient in Microsoft 365 products and CRM software The Perks of Being with Us At Cooperative Business Services, we believe in creating an environment where you can thrive both personally and professionally. Here's what you can look forward to as a valued member of our team: Compensation: Base compensation for this role ranges from $23.08 - $26.44 based on experience Generous Holidays: Take advantage of 13 paid holidays each year Comprehensive Insurance Coverage: Choose from a selection of medical, dental, vision, and supplemental benefit plans to suit your needs. Additionally, the company provides company-paid Short-Term Disability (STD), Long-Term Disability (LTD), and life insurance equivalent to 1 time your salary. 401(k) Plan: The company provides a generous matching contribution of up to 6%. Tuition Assistance

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Draw Administrator is responsible for draw administration and tasks associated with construction and renovation loan administration. Tasks include, but not limited to, the review of construction contracts, vetting of contractors, ensuring working completion dates followed, understanding construction terms as they relate to the loan process, following project budgets, and making recommendations on draw requests. Job Responsibilities: Manage and maintain the residential construction and renovation loan disbursement process. Transfer loans from loan origination system to draw administration system. Assemble draw packages. Track lien releases and/or sworn statements. Monitor each line item in the project budget by utilizing spreadsheets and systems. Order and coordinate inspections (internal and external). Order title updates, verify lien position, and order surveys as required. Maintain tracking logs on projects, draw status, outstanding or incomplete work. Update notes with any communication and status within draw system. Communicate with the contractor, borrower, loan originator, and others with the status and results of construction draws. Disburse draws within allotted timeframes set by agency and lender. Review construction contracts and renovation bids. Perform required checks on contractors; review contractors and builders per lender vetting process. Maintain contractor and builder acceptance lists. Monitor builders risk insurance during renovation and construction of property to convert to HOI. Performs such other duties as required. Qualifications and Skills: High School diploma or equivalent. 5 years of mortgage residential real estate or construction lending experience, preferred. Knowledge of Encompass and Land Gorilla Construction Loan Manager, preferred. Familiarity with and ability to obtain required state/county/city permit/license requirements. Proficient math and analytical skills. Excellent communication and problem solving skills. Excellent prioritization and time management skills. Proficient with Microsoft Outlook, Excel, Word and Windows. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: $22.00 - $24.00 The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************