Assistant jobs at Meridian Bank

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. The WM and U.S. Banks Financial Crimes Risk Assistant Vice President (AVP) is part of Wealth Management and the Morgan Stanley Private Bank, National Association and the Morgan Stanley Bank, NA (collectively, the “U.S. Banks”) on the WM and U.S. Banks Financial Crimes Risk Team. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. Department Profile: The WM and U.S. Banks Financial Crimes Risk Team is embedded within the Firm's business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. The AML Risk Team is considered the first line of defense and supports the onboarding, enhanced due diligence, and negative news processes for Morgan Stanley. Responsibilities: The AML Risk AVP will be responsible for overseeing due diligence and risk-relevant activities related to AML. The AVP will assess Bank Secrecy Act (BSA), anti-money laundering, and reputational risk matters identified through the execution of the Firm's protocols for both new and existing customers. This primarily includes reviewing, assessing and, where necessary, escalating certain clients' source of wealth to examine potential ML risk exposure for the Firm. Source of wealth encompasses the business, employment, or other activities that have contributed to the total worth of an individual or entity. In addition, the AML Risk AVP will have ultimate responsibility for escalating risk issues related to these processes with a particular focus on reviewing certain new and existing clients' source of wealth. The AML Risk Team AVP will: Manage the end-to-end workflow of a program focused on assessing the source of wealth of new and existing clients to effectively mitigate potential ML risk exposure, including but not limited to: - Actively managing and leading processes supporting the Firm's customer due diligence (CDD) and enhanced due diligence (EDD) program with a specific focus on source of wealth analysis and corroboration - Managing data and trend analysis related to the source of wealth review process and providing reporting to relevant stakeholders - Examining the source of wealth of certain new and existing Morgan Stanley clients - Serving as a point of contact for questions, issues and escalations related to the review of certain clients' source of wealth - Reviewing and responding to monthly quality control findings related to the source of wealth review process - Providing supervisory support and training for AML Risk Analysts through developing individual and team skills and providing timely constructive feedback - Drafting and updating procedures and desktop guidance related to the client onboarding process - Leading key projects and initiatives related to assessing and mitigating the Firm's exposure to money laundering and reputational risk-relevant activities - Partnering with business partners involved in the account opening process; and - Partnering with the Second Line of Defense Compliance teams to monitor client relationships on an ongoing basis. Qualifications - Have 5+ years of relevant experience with BSA/AML Regulations within the financial services industry, or at a financial services regulator (e.g., FINRA, Securities and Exchange Commission, Office of the Comptroller of the Currency, Federal Reserve Bank, etc.) - Have a bachelor's degree in business, Finance, or other related field - Experience focused on examining potential clients' source of wealth during the client onboarding process - Strong knowledge of Know Your Customer, Customer Identification Program and CDD requirements - Strong interpersonal skills and ability to communicate effectively both verbally and in writing - Working knowledge of MS Office - Strong leadership qualities with the ability to manage teams and evidence a strong work ethic as well as a high degree of integrity Ability to: - take initiative, analyze, summarize, and communicate effectively - investigate, identify issues, impacts and trends to propose comprehensive solutions - multitask effectively and action matters promptly - work independently and in a team environment - handle highly confidential information with appropriate discretion - work in a high volume, fast paced environment; and - work in a matrixed organization; leveraging resources across the organization to complete deliverables. Skills Desired: - Expertise in examining potential clients' source of wealth during the client onboarding process; and/or - Certified as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license is a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Job Title: Non-Profit Assistant Cantor Fitzgerald L.P., with over 14,000 employees, has been a leading global financial services firm at the forefront of financial and technological innovation since 1945. Cantor Fitzgerald & Co. is a preeminent investment bank serving more than 5,000 institutional clients around the world, recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and for its global distribution platform. Capitalizing on the firm's financial acumen and technology prowess, Cantor's portfolio of businesses also includes Prime Brokerage, Asset Management, and other businesses and ventures. For 79 years, Cantor has consistently fueled the growth of original ideas, pioneered new markets, and provided superior service to clients. Cantor operates trading desks in every major financial center globally, with offices in over 30 locations around the world. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed. Responsibilities: Support the day-to-day operations of the organization and provide administrative assistance: managing and screening emails and phone calls, file and scan documents, and handle other duties as necessary. Meeting Preparation: Prepare agendas, meeting materials, and presentations. Attend meetings, take minutes, and follow up on action items. Research and Data Management: Conduct research as needed for projects and other initiatives. Social Media Management: Manage CFRF's social media accounts, create content, and promote campaigns to increase visibility and engagement. Database Management: Support and manage databases, ensuring accurate donor data, tracking engagement, and assisting with outreach efforts. Donor Correspondence: Manage donor correspondence and prepare tax acknowledgment letters. Event Planning and Fundraising Support: Assist with event planning, fundraising initiatives, and coordination of volunteers and programs. Qualifications: Calendar Management: Schedule and organize the President's appointments, itineraries, meetings, and events, ensuring optimal time management. Board and Committee Support: Provide administrative support for board meetings and committees, including minutes, scheduling and preparing meeting materials. Confidentiality Maintenance: Handle sensitive information with the highest level of confidentiality and professionalism. Special Projects: Support the President with various ad-hoc tasks and special projects as required, ensuring smooth operations of the organization. The ideal candidate will have strong organizational and multitasking skills, a passion for the mission, and the ability to work collaboratively in a fast-paced environment. Must have intermediate experience with Microsoft Office Suite: Word, Excel, PowerPoint Preferred Experience: Salesforce Flexibility with occasional evening and weekend work for events and meetings. Educational Qualifications: Bachelor's Degree required Hybrid Working - We are currently operating a hybrid model for our shared services employees (including this role). We anticipate continuing these arrangements for the foreseeable future with periodic review. Hybrid for Cantor Fitzgerald & its affiliates across the working week, means three days office based and two days remote. Salary: The expected base salary for this position ranges from $55,000 to $60,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

BASIC FUNCTION: Performs independent analysis of loan requests for the purpose of recommending approval, denial, or alternate structures, while noting any deviations from loan policy. Assist in the development of the procedures and processes to support the objectives of the position. REPORTS TO: Credit Administrator SUPERVISES: None MINIMUM QUALIFICATION: EDUCATION: Bachelor's degree (Master's preferred) in Finance, Accounting, Business or Economics. - OR - EXPERIENCE: Six to eight years of well-developed credit skills. SENSORY AND PHYSICAL REQUIREMENTS: Must have ability to read documents from many sources. Must be able to communicate audibly in and with staff, customers and general public. DESIRABLE QUALIFICATIONS: - Knowledgeable in Microsoft Office Suite of products - Excellent organizational and analytical skills - Excellent skills in judgement, leadership, initiative and organization - Self-starter and ability to be assertive and arrive at sound business decisions - Problem-solving * Ability to assume responsibility without supervision * Exercises initiative and makes decisions within scope of assigned authority * Adapts to changes in the work environment, manages competing demands and changes approach or method to best fit the situation. * Ability to deal with frequent changes, delays or unexpected events RESPONSIBILITIES (the essential responsibilities of the position include, but are not limited to): 40% 1. Analyzes financial statements (including performance ratios) of all levels of quality to develop initial assessment by identifying strengths and weaknesses pertaining to a borrower's historical operating performance. Independently discusses alternative structures, overall assessments and turnaround requiremen ts with loan officer regarding their work. Prepares and reviews in-depth written analyses for relationship of all sizes and all levels of complexity, including those that gain the greatest exposure. 40% 2. Assist in overall workflow of a credit package between loan officer and decision. Communicates effectively and efficiently with loan officers to provide a seamless workflow of credit package. Ensure packages are within policy in accordance with the Credit Manual. 20% 3. Researches industry specific information from outside sources, including conversations with borrowers, industry publications, area libraries, references from other banks, credit agencies, as well as accessing information through the Internet.

Job Type: Hourly, Full Time 40 Hours Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: We are looking for a detail-oriented and motivated Investment Assistant to join our team. The ideal candidate is organized, analytical, and thrives in a fast-paced financial environment. This person will support Financial Advisors with client communications, portfolio administration, and account management. Strong communication skills, accuracy, and a proactive mindset are essential, as is a genuine interest in finance and client service. As an Investment Assistant, you are responsible for: • Ensuring company service standards are continually achieved in area of responsibility • Performing clerical and administrative duties to support the departments sales and service function • Addressing customer inquiries promptly, accurately, and professionally • Processing customer files, general correspondence, and other related transactions • Scheduling appointments scheduling for brokers • Accurately processing checks and securities • Facilitating reviews of current client accounts Other Functions • Assist brokers in the achievement of established goals for Bank profitability • Ensure activities within assigned functional area of responsibility are following Bank policy, and State and Federal Regulations • Performs other duties as requested Education and Experience High School diploma required, with some business-related college courses preferred. One to three years financial industry related experience, with Serie 6 or SIE license strongly preferred. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days 12 Paid Holidays Job Shadowing Volunteer Opportunities Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.

Reports to Director and Charge Nurse. Assists endoscopy staff and physicians with room turnover, stocking, and patient transporting. Performs all cleaning of endoscopy scopes per clinical standards and policy. Maintains, cleans, and disinfects other endoscopy equipment. Performs nursing assistant and receptionist/clerical functions as needed per direction from charge RN. MISSION, VALUES and SERVICE GOALS * MISSION: We deliver outstanding care, inspire health, and connect with heart. * VALUES: Trust. Respect. Integrity. Compassion. * SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team. Supply/Inventory Maintenance: * Performs unit cleaning duties as directed. Keeps endoscopy rooms neat and free of clutter. * Is familiar with the procedures done in the endoscopy lab. * Obtains and has ready needed patient care equipment and supplies for the scheduled procedures. * Cleans and stores scopes appropriately. * Stocks patient and cleaning rooms with needed supplies Patient Safety: * Provides a safe patient environment based on policy and procedure. * Provides safe transport and transfer of patients interdepartmentally. * Sets up appropriate scope(s) as needed for each procedure. * Checks function of steris daily and reports malfunctions as need arises. * Changes Cidex as needed and monitors pH daily. * Performs scope cleaning per policy and guidelines. Communication: * Responds promptly to patients, staff and physician needs. * Uses telephone and e-mail accurately and efficiently. * Performs all directed duties in an independent manner with little or no direct supervision. * Alerts clinical engineering/maintenance of software/hardware/equipment problems. Education and Training: * Attends all meetings and is responsible for 100% of information shared at the unit meetings. * Attends all mandatory in-services and other in-services to maintain/upgrade knowledge and skills. * Completes annual skills validation. Contribute to the overall effectiveness of the department: * Completes other job-related duties and projects as assigned. ORGANIZATIONAL RESPONSIBILITIES Associate complies with the following organizational requirements: * Attends and participates in department meetings and is accountable for all information shared. * Completes mandatory education, annual competencies and department specific education within established timeframes. * Completes annual employee health requirements within established timeframes. * Maintains license/certification, registration in good standing throughout fiscal year. * Direct patient care providers are required to maintain current BLS (CPR) and other certifications as required by position/department. * Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self. * Adheres to regulatory agency requirements, survey process and compliance. * Complies with established organization and department policies. * Available to work overtime in addition to working additional or other shifts and schedules when required. Commitment to Beacon's six-point Operating System, referred to as The Beacon Way: * Leverage innovation everywhere. * Cultivate human talent. * Embrace performance improvement. * Build greatness through accountability. * Use information to improve and advance. * Communicate clearly and continuously. Education and Experience * The knowledge, skills and abilities as indicated below are acquired through the successful completion of a high school diploma or equivalent is preferred. Must obtain Basic Cardiac Life Support (BLS/CPR) within 3 months of hire and maintain certification. Knowledge & Skills * Must be able to work closely and well with co-workers. * Must be able to focus on duties in spite of distractions and pressure. * Must have reassuring and attentive personality characteristics. * Requires basic knowledge of safety, departmental, hospital and emergency disaster procedures. * Requires knowledge of maintenance and care of endoscopy supplies and equipment. * Demonstrates verbal ability necessary to communicate with patients and cognitive ability to understand instructions received from nursing staff. * Demonstrates ability to work independently, establishing priorities, working effectively in an environment with interruptions and maintaining cooperative relationships with nursing staff and other personnel in all areas. Working Conditions * Works in a procedural environment and is exposed to physically, emotionally and mentally demanding situations. * May be exposed to biohazard from endoscopy equipment. * Possible exposure to blood-borne pathogens and infectious disease Physical Demands * Requires the physical ability and stamina (i.e. to walk/stand for prolonged periods of time, push carts/wheelchairs up to 50 pounds, to position/lift patients at a maximum of 35 pounds unassisted, over 35 pounds requires assistance, provide CPR, etc.) to perform the essential functions of the position.

Job Title: Lending Assistant Status: Full Time FSLA Job Class: Non-Exempt Department: Loan Reports To: City President At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation. Citizens National Bank has an excellent opportunity available in our Bluffton market for a Lending Assistant. In this role you will assist the City President and Business Banking Officers by performing clerical support and duties related to the data collection required for processing, administration and closing of Commercial and Agricultural Loans. A typical day may include the following: Assists with the loan application process including, but not limited to, assisting with UCAS, obtaining credit reports, completing UCC Searches, and other activities that may be required. Provide exceptional customer service whether by phone, in-person, email, written correspondence or any other method of communication. Collects loan closing information per documentation checklist for submission to loan processing department. Prepares reports and files documents electronically. Assists in researching information such as payments, advances, legal opinions, customer loan questions, etc. Composes and types letters, legal descriptions, reports and other general correspondence. Adhere to confidentiality, information security and all other policies of the bank. This position requires on-site presence for regular, successful performance. JOB REQUIREMENTS: High school diploma or GED ADDITIONAL QUALIFICATIONS: Two years loan experience Previous experience performing secretarial skills Proficient in providing exceptional customer service Must have stellar written and verbal communication skills High level of professionalism Ability to understand and carry out instructions furnished in written, oral, or diagram form. Must have the ability to deal with problems involving several concrete variables in standardized situations. Proficiency in computer software such as Word, Excel, and Outlook Must be capable of multi-tasking and have strong organizational skills Must have the ability to manage multiple priorities and meet deadlines. WHAT'S GREAT ABOUT WORKING AT CITIZENS NATIONAL BANK? Medical, Dental, and Vision Insurance Company Paid Life Insurance Company Paid Short Term & Long Term Disability Generous Paid Time Off including Vacation, Sick, Personal, and Emergency Time 11 Paid Holidays Incentive Plan paid on a quarterly basis Employee Stock Ownership Plan for your retirement Banking Perks Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Post Closing Assistant Reports to: PC Document Management Team Lead Department: Post Closing Position Type: Full Time; 40 hours per week FLSA Classification / Type: Non-Exempt / Administrative Supervises: None POSITION SUMMARY The Post Closing Assistant is primarily responsible for trailing documentation, funding authorizations, paying government fees and insuring government loans. Handles the receiving of loan closing files so the notes are shipped to warehouse banks in a timely manner. Reviews loan documents for compliance, completeness, and accuracy. Obtains missing information, prepares files, and provides support to internal and external customers. Utilizes standard concepts, practices, and procedures well known within the mortgage industry. DUTIES AND RESPONSIBILITIES Follow-up and manage trailing documentation within the specific time frames provided Ensure all funding conditions are met as per investor or Underwriter requirements at Closing Perform document review and provide specific documents to closing agents to allow funding authorization Communicate with settlement agents, brokers, and other counter-parties to obtain missing information and documentation for the closed-loan package Ensure loan packages are stacked and completed to the industry guidelines Inputs information into Encompass, FHA, VA, and MERS systems Contact Closing Attorneys, Underwriter, Loan Officer, Processor, and/or other applicable parties to resolve issues in loan files and obtain appropriate documentation Revert to Processing Department for any missing documents needed Communicate effectively with all parties involved in the process Coordinate with the Lender and Escrow company on final loan documents if any errors Upload documents requested by VA or HUD for loan audits Ship note packages to warehouse banks Pay government fees in the time frame required Insure government files in the time required Processes purchase advices upon receipt from investors Prepares servicing transfer letters to be sent to the borrowers upon the purchase of the loan by the investor EDUCATION, LICENSURE, EXPERIENCE, AND COMPETENCIES Only local candidates will be considered Minimum of 2 years processing / post-closing experience High School diploma, or equivalent experience; college degree preferred Knowledge of Encompass software strongly preferred Working knowledge of RESPA Basic underwriting, processor, and closing knowledge and terminology Highly motivated, ambitious, and driven to succeed Trustworthy, honest, and display a high-level of integrity Able to work effectively in a team environment Strong attention to detail and accuracy Effective written and verbal communication skills Able to identify and resolve problems in a timely manner Able to apply basic mathematical concepts such as adding, subtracting, multiplying and dividing Able to understand and respond appropriately to basic inquires Able to read, write, and communicate using the English language sufficient to perform job functions Able to use Company equipment in assigned area (including but not limited to telephone, copiers, fax machines, computers, internet, etc.) Able to access, input, retrieve, and interpret information using applicable computer systems (including, but not limited to, Microsoft Word, Excel, Outlook, industry-specific computer software, etc.) Able to articulate with technology Able to multi-task (e.g., simultaneous usage of several applications, etc.) Well-versed with keyboard shortcuts and able to identity new ways to complete a task in less time Relies on limited experience and judgment to plan an accomplish goals Works well under general supervision Displays a degree of creativity and latitude Able to handle deadlines and working within banking guidelines Able to recommend ways to improve post-closing process Compliance with all Bank Secrecy Act (BSA), Anti-Money Laundering (AML) laws, and Office of Foreign Asset Controls (OFAC) requirements is required. Employee must complete annual training in these areas WORK ENVIRONMENT This job operates in a clerical office setting; climate-controlled surroundings with adequate lighting and little or moderate noise when in the office. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. PHYSICAL DEMANDS This is largely a sedentary role; however, some filing and photocopying is required. This would require the ability to lift files, open filing cabinets, and bend or stand as necessary. EXPECTED HOURS OF WORK Days and hours of work are Monday through Friday, 8:30 a.m. to 5:00 p.m. Evening and weekend work may be required as job duties demand. OTHER DUTIES This position performs additional duties as assigned, given adequate guidance and resources. This Job Description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee to perform this job. Duties, responsibilities and activities may change at any time with or without notice. EOE D/V/M/F

BASIC FUNCTION: Performs diverse accounting, clerical and administrative duties in support of branch loan making and servicing, loan administration, office administration, financially related services and member/public relations. Will be responsible for the retiring of Association stock. REPORTS TO: Regional Lending Managers SUPERVISES: None MINIMUM QUALIFICATIONS: EDUCATION: Post High School EXPERIENCE: Two years clerical and office experience. Skill in computer operations. SENSORY AND PHYSICAL REQUIREMENTS: 1. Must have the ability to read documents from many sources. 2. Must be able to communicate audibly in and with staff, customers, and the general public. DESIRABLE QUALIFICATIONS: Management Skills: 1. Planning and organizing: Ability to use resources to obtain results. 2. Control: Skill in establishing procedures to monitor day-to-day conditions. 3. Oral & Written Communications: completeness, accuracy, logic, and organization in speaking and writing. 4. Decision Making, Judgment, and Common Sense: ability to properly analyze data/problems and make sound decisions. 5. Adaptability: ability to accept change and innovation and adapt to it. 6. Working Relationship: ability to work with others. 7. Initiative: takes action beyond what is necessary. Originates action instead of responding to events. 8. Stress Tolerance: stability of performance under pressure and opposition. 9. Project a good image for the Association toward members and various publics 10. Performs other duties as assigned RESPONSIBILITIES (the essential responsibilities include but are not limited to) "Employees have the responsibility to comply with Standards of Conduct, Privacy, IT Security, etc." 25% 1. Perform Loan Servicing role responsibilities timely. 25% 2. Perform Loan Servicing role responsibilities accurately. 25% 3. Perform daily branch functions to maintain excellent customer service. 15% 4. Responsible for overall coordination of Branch activities. 10% 5. Assist Management/Accounting with reporting.

BASIC FUNCTION: Performs diverse accounting, clerical and administrative duties in support of branch loan making and servicing, loan administration, office administration, financially related services and member/public relations. Will be responsible for the retiring of Association stock. REPORTS TO: Regional Lending Managers SUPERVISES: None MINIMUM QUALIFICATIONS: EDUCATION: Post High School EXPERIENCE: Two years clerical and office experience. Skill in computer operations. SENSORY AND PHYSICAL REQUIREMENTS: 1. Must have the ability to read documents from many sources. 2. Must be able to communicate audibly in and with staff, customers, and the general public. DESIRABLE QUALIFICATIONS: Management Skills: 1. Planning and organizing: Ability to use resources to obtain results. 2. Control: Skill in establishing procedures to monitor day-to-day conditions. 3. Oral & Written Communications: completeness, accuracy, logic, and organization in speaking and writing. 4. Decision Making, Judgment, and Common Sense: ability to properly analyze data/problems and make sound decisions. 5. Adaptability: ability to accept change and innovation and adapt to it. 6. Working Relationship: ability to work with others. 7. Initiative: takes action beyond what is necessary. Originates action instead of responding to events. 8. Stress Tolerance: stability of performance under pressure and opposition. 9. Project a good image for the Association toward members and various publics 10. Performs other duties as assigned RESPONSIBILITIES (the essential responsibilities include but are not limited to) "Employees have the responsibility to comply with Standards of Conduct, Privacy, IT Security, etc." 25% 1. Perform Loan Servicing role responsibilities timely. 25% 2. Perform Loan Servicing role responsibilities accurately. 25% 3. Perform daily branch functions to maintain excellent customer service. 15% 4. Responsible for overall coordination of Branch activities. 10% 5. Assist Management/Accounting with reporting.

Job Details Headquarters - Midland, TX Full Time LendingDescription Responsible for supporting the Loan Officers as needed in connection with consumer, commercial, Oil & gas and real estate loan activity. Maintain financial and compliant loan documentation for loan officers. Verify all credit files are up to date according to bank requirements. Assist in maintaining exceptions to loan policy. Principal Duties and Responsibilities Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures. Assist in originating, processing, signing and booking of loans. Prepare and maintain compliance documentation for all loans. Provide requested information and communicate with Credit Analysts to assist in preparation of loan packages for presentation to ILC and DLC. Maintain files by obtaining financial statements, accounts receivable listings, proof of insurance coverage, tax statements & other required items in credit & collateral files to keep them current and up-to date. Process paid out loans. Process withdrawals and denials. Assist customers by answering their questions and contact the proper department required to assist them with all banking needs. Pull credit reports, loan worksheets and check sheets. Assist in processing release of liens for real estate, consumer, commercial or oil & gas loans when needed. Prepare outgoing wire documents and cashier's checks as needed by customers. Maintain regular and punctual attendance. Work cooperatively with others. Work overtime as needed. Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification. Qualifications Skills and Abilities Required Ability to prioritize and manage multiple responsibilities within strict timelines. General knowledge of banking and the loan process. Ability to move large sums of money with accuracy and confidence. Excellent communication skills to assist customers in a profession and confidential manner. Above average computer skills (Word, Excel, Power Point, Outlook) Strong attention to detail and conscientious proactive approach to delivering high quality results in a fast paced environment. Willingness to learn and adapt to varied and added responsibilities. In depth knowledge of banking software Certifications/Education and Experience Basic knowledge of oil and gas language Familiarity with legal documentation Knowledge of loan policy and compliance requirements Working Conditions Indoor, in an office environment, with a typical 40-hour workweek Considerable effort and eyestrain from continuous computer use. Physical Requirements Occasionally move office equipment, and files weighing 10+ pounds. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. Ability to use auditory senses for answering telephone and hearing alarms. Must be able to remain in a stationary position for long periods of time to process work.

We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran status, genetic information, marital status, or any other legally recognized protected status under federal, state, or local laws, regulations, or ordinances. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act or other laws. Please inform a personnel representative if you need accommodation to participate in the application process. We look to hire diverse talent and ensure that we treat you with respect and support throughout the interview process and if you join Steel Energy, we embrace diversity and strive to create conditions that provide everyone with an equal opportunity to thrive and be included in all workplace opportunities. Flowback Assistant responsibilities: * Be always available via telephone. * Be able to work/stay away from home for multiple, consecutive days in a row. * Follow instructions. * Work cooperatively with co-workers. * Perform under pressure. * Maintain a respectable image. * Report Directly to supervisor. * Follow company policies. * Operate pressure Vessels. * Operate pumps and filtration equipment. * Drive company trucks and back trailers * Rig up/ down flowback iron. * Monitor well bore returns and use math to quantify storage tank levels and return rates. * Communicate with co-workers and supervisor constantly. * Clean/maintain equipment and property. Physical Requirements: * Work 12+ hrs. per day, multiple days consecutively. * Withstand extreme weather conditions throughout all seasons. * Lift/carry object weighing 50+lbs. (overhead) * Co-lift/carry objects weighing 100+ lbs. * Withstand long periods of repetitive motion. * Standing/Walking * Swinging 10+lb hammers * Pushing/Pulling * Grasping * Foot movement * Climbing The DOT Authority for this position is: Rogue Pressure Services 118 84th Street W Williston, ND 58801

We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran status, genetic information, marital status, or any other legally recognized protected status under federal, state, or local laws, regulations, or ordinances. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act or other laws. Please inform a personnel representative if you need accommodation to participate in the application process. We look to hire diverse talent and ensure that we treat you with respect and support throughout the interview process and if you join Steel Energy, we embrace diversity and strive to create conditions that provide everyone with an equal opportunity to thrive and be included in all workplace opportunities. Flowback Assistant responsibilities: * Be always available via telephone. * Be able to work/stay away from home for multiple, consecutive days in a row. * Follow instructions. * Work cooperatively with co-workers. * Perform under pressure. * Maintain a respectable image. * Report Directly to supervisor. * Follow company policies. * Operate pressure Vessels. * Operate pumps and filtration equipment. * Drive company trucks and back trailers * Rig up/ down flowback iron. * Monitor well bore returns and use math to quantify storage tank levels and return rates. * Communicate with co-workers and supervisor constantly. * Clean/maintain equipment and property. Physical Requirements: * Work 12+ hrs. per day, multiple days consecutively. * Withstand extreme weather conditions throughout all seasons. * Lift/carry object weighing 50+lbs. (overhead) * Co-lift/carry objects weighing 100+ lbs. * Withstand long periods of repetitive motion. * Standing/Walking * Swinging 10+lb hammers * Pushing/Pulling * Grasping * Foot movement * Climbing The DOT Authority for this position is: Rogue Pressure Services 118 84th Street W Williston, ND 58801

Job Description We are seeking a Part Time Onboarding assistant to join our team at our Titusville, FL location. The Onboarding Assistant will be responsible for helping with the onboarding process for new hires, both in the office and remove, ensuring a smooth transition into the organization. This role will involve providing support and guidance to new employees to help them acclimate to their roles and the company culture. **Responsibilities:** -Conduct orientation sessions for new hires in office to introduce them to company policies, procedures, and expectations. - Assist with the onboarding process primarily in a virtual setting (we hire nation-wide). (E-verify, drug screen set up, background screen processing, calling applicants, etc.) - Work with the Onboarding Specialist to ensure new hires are processed quickly and without errors. - Serve as a point of contact for new employees both in person and virtually, addressing questions and concerns during the onboarding process and beyond. - Assist with over all office needs-- front door (mail), phones, etc. **Qualifications:** 1. High school diploma or equivalent; Bachelor's degree in Human Resources or related field preferred. 2. Proven experience in an office setting. 3. Strong communication and interpersonal skills. 4. Ability to work independently and as part of a team; able to multi-task. 5. Detail-oriented with excellent organizational skills. This position is ideal for individuals who are passionate about enhancing the employee experience through effective onboarding practices. If you possess the required skills and are eager to contribute to our dynamic team, we encourage you to apply. Job Type: Part-time Pay: From $20.00 per hour Expected hours: 30 - 32 per week; 8AM--2:30PM

Duties / Responsibilities: Maintains a pipeline of loans, ensuring the compliant and timely flow of loans through the process Reviews loan files for completeness upon receipt from Loan Officer and/or Loan Assistant Ensures all loans have necessary approvals Verifies completion of all HMDA information Completes and issues all required re-disclosures in the event of a changed circumstance Maintains consistent communication with members throughout the loan process Maintains any changes in policy, procedure, guidelines and regulations applicable Other duties assigned by Supervisor Required Skills / Abilities: Excellent interpersonal and customer service skills Excellent organizational skills and attention to detail Basic understanding of Federal National Mortgage (Fannie Mae) and other types of construction and conventional loans Proficient with Microsoft Office Suite or related software Education and Experience: High School diploma or equivalent required Previous experience with real estate loan processing Physical Requirements: Prolonged periods of sitting and standing Must be able to lift 15 pounds at times

FLSA Status: Non-Exempt (Hourly) RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. The Lending Assistant will assist the Relationship Managers with the processing of both consumer and commercial loan requests, while providing customer support to existing customers. Essential Duties and Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following: Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products. Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect Provide superior customer service by resolving issues and providing accurate and timely information. Initial gathering of required information for documentation for loans to ensure timely closings Process loan payments, payoffs and requested draws Follow up on past due loans occasionally and clear technical exceptions in a timely manner Order title work, flood searches, UCC searches, and credit reports, and be able to interpret the reporting results Request collateral valuation through internal or external sources Package closed loans to ensure a complete set of documents and supporting information Work with various professionals to facilitate document prep and loan closing (title companies, attorneys, environmental agencies, etc.) Be familiar with and follow applicable policies and procedures Prepare necessary reports for Relationship Managers and management as requested Occasionally may assist the Customer Service Representatives with the opening /closing of consumer and commercial accounts Minimum Qualifications: High School diploma or equivalent 1-2 years of Lending Assistant or Customer Service Representative experience preferred Skills, Abilities & Expectations: Stay familiar with and follow policy and procedures. Support Management's decisions and goals in a positive, professional manner. Stay abreast of regulatory requirements and complete annual compliance training applicable to the position Ability to apply general accounting knowledge processes (debits, credits, balancing) Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work Detail oriented and organized Excellent interpersonal and communication skills Integrity, discretion, and respect for confidential information are absolutely essential Willingness to adapt to change Work within a variety of different software and web applications Able to prioritize duties and effectively manage time Analytical and problem-solving skills Attend work on a regular basis, on time, and withstand varying degrees of stress Excellent interpersonal and communication skills Maintaining a professional, business-like appearance and demeanor Proficiency in Microsoft Office products to include: Word, Excel, and Outlook Physical Demands: This employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Disclaimer: The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.

Job Description Lending Assistant FLSA Status: Non-Exempt (Hourly) RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary: The Lending Assistant will assist the Relationship Managers with the processing of both consumer and commercial loan requests, while providing customer support to existing customers. Essential Duties and Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following: Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products. Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect Provide superior customer service by resolving issues and providing accurate and timely information. Initial gathering of required information for documentation for loans to ensure timely closings Process loan payments, payoffs and requested draws Follow up on past due loans occasionally and clear technical exceptions in a timely manner Order title work, flood searches, UCC searches, and credit reports, and be able to interpret the reporting results Request collateral valuation through internal or external sources Package closed loans to ensure a complete set of documents and supporting information Work with various professionals to facilitate document prep and loan closing (title companies, attorneys, environmental agencies, etc.) Be familiar with and follow applicable policies and procedures Prepare necessary reports for Relationship Managers and management as requested Occasionally may assist the Customer Service Representatives with the opening /closing of consumer and commercial accounts Minimum Qualifications: High School diploma or equivalent 1-2 years of Lending Assistant or Customer Service Representative experience preferred Skills, Abilities & Expectations: Stay familiar with and follow policy and procedures. Support Management's decisions and goals in a positive, professional manner. Stay abreast of regulatory requirements and complete annual compliance training applicable to the position Ability to apply general accounting knowledge processes (debits, credits, balancing) Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work Detail oriented and organized Excellent interpersonal and communication skills Integrity, discretion, and respect for confidential information are absolutely essential Willingness to adapt to change Work within a variety of different software and web applications Able to prioritize duties and effectively manage time Analytical and problem-solving skills Attend work on a regular basis, on time, and withstand varying degrees of stress Excellent interpersonal and communication skills Maintaining a professional, business-like appearance and demeanor Proficiency in Microsoft Office products to include: Word, Excel, and Outlook Physical Demands: This employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Disclaimer: The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.

The Dining Assistant (DGA) at Claiborne Senior Living, LLC is responsible for providing support and assistance to the dining services team in ensuring that our residents receive high-quality meals and dining experiences. This is a full-time, hourly healthcare/medical job located in Martinez, GA. The DGA will work closely with the rest of the dining services team to provide exceptional service to our residents. Benefits for all employees include: Double time on major holidays free employee meals up to 1000K employee referral bonus with no limit on how many you can refer instant access to your pay in between paychecks Benefits for full-time employees include: Medical, dental and vision up to 3 weeks PTO in first year Employer paid life insurance Employee assistance program LT & ST disability insurance Critical Illness insurance Accident insurance Responsibilities: - Assist in the preparation and serving of meals to residents according to standardized recipes and portion control guidelines - Ensure food items are properly stored, labeled, and rotated in accordance with sanitary and safety regulations - Maintain a safe and clean dining environment, including clearing and sanitizing tables, washing dishes, and restocking supplies - Assist with resident special diets and dietary restrictions as directed by the dining services director - Provide friendly and attentive service to residents, responding promptly and courteously to their requests and needs - Participate in training and educational opportunities to continuously improve dining service skills and knowledge - Communicate effectively and positively with residents, their families, and other team members Requirements: - High school diploma or equivalent required - Previous experience in a similar role preferred, but not required - Knowledge of basic food preparation and sanitation guidelines - Excellent customer service skills and a friendly and empathetic demeanor - Ability to work well in a team and independently with minimal supervision - Must be able to stand for long periods, lift up to 50 pounds, and perform physically demanding tasks - Must be able to work flexible hours, including weekends and holidays EEOC Statement: Claiborne Senior Living, LLC is an equal opportunity employer and is committed to creating a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, marital status, veteran status, genetic information, or any other protected status.

The Dining Assistant (DGA) at Claiborne Senior Living, LLC is responsible for providing support and assistance to the dining services team in ensuring that our residents receive high-quality meals and dining experiences. This is a full-time, hourly healthcare/medical job located in Newnan Lakes, GA The DGA will work closely with the rest of the dining services team to provide exceptional service to our residents. Benefits for all employees include: Double time on major holidays free employee meals up to 1000K employee referral bonus with no limit on how many you can refer instant access to your pay in between paychecks Benefits for full-time employees include: Medical, dental and vision up to 3 weeks PTO in first year Employer paid life insurance Employee assistance program LT & ST disability insurance Critical Illness insurance Accident insurance Responsibilities: - Assist in the preparation and serving of meals to residents according to standardized recipes and portion control guidelines - Ensure food items are properly stored, labeled, and rotated in accordance with sanitary and safety regulations - Maintain a safe and clean dining environment, including clearing and sanitizing tables, washing dishes, and restocking supplies - Assist with resident special diets and dietary restrictions as directed by the dining services director - Provide friendly and attentive service to residents, responding promptly and courteously to their requests and needs - Participate in training and educational opportunities to continuously improve dining service skills and knowledge - Communicate effectively and positively with residents, their families, and other team members Requirements: - High school diploma or equivalent required - Previous experience in a similar role preferred, but not required - Knowledge of basic food preparation and sanitation guidelines - Excellent customer service skills and a friendly and empathetic demeanor - Ability to work well in a team and independently with minimal supervision - Must be able to stand for long periods, lift up to 50 pounds, and perform physically demanding tasks - Must be able to work flexible hours, including weekends and holidays EEOC Statement: Claiborne Senior Living, LLC is an equal opportunity employer and is committed to creating a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, marital status, veteran status, genetic information, or any other protected status.

The Dining Assistant (DGA) at Claiborne Senior Living, LLC is responsible for providing support and assistance to the dining services team in ensuring that our residents receive high-quality meals and dining experiences. This is a full-time Dish washing position from 11am- 7pm with every other weekend off! We are located in Hattiesburg, Mississippi. The DGA will work closely with the rest of the dining services team to provide exceptional service to our residents. Benefits for all employees include: Double time on major holidays free employee meals up to 1000K employee referral bonus with no limit on how many you can refer instant access to your pay in between paychecks Benefits for full-time employees include: Medical, dental and vision up to 3 weeks PTO in first year Employer paid life insurance Employee assistance program LT & ST disability insurance Critical Illness insurance Accident insurance Responsibilities: - Assist in the preparation and serving of meals to residents according to standardized recipes and portion control guidelines - Ensure food items are properly stored, labeled, and rotated in accordance with sanitary and safety regulations - Maintain a safe and clean dining environment, including clearing and sanitizing tables, washing dishes, and restocking supplies - Assist with resident special diets and dietary restrictions as directed by the dining services director - Provide friendly and attentive service to residents, responding promptly and courteously to their requests and needs - Participate in training and educational opportunities to continuously improve dining service skills and knowledge - Communicate effectively and positively with residents, their families, and other team members Requirements: - High school diploma or equivalent required - Previous experience in a similar role preferred, but not required - Knowledge of basic food preparation and sanitation guidelines - Excellent customer service skills and a friendly and empathetic demeanor - Ability to work well in a team and independently with minimal supervision - Must be able to stand for long periods, lift up to 50 pounds, and perform physically demanding tasks - Must be able to work flexible hours, including weekends and holidays EEOC Statement: Claiborne Senior Living, LLC is an equal opportunity employer and is committed to creating a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, marital status, veteran status, genetic information, or any other protected status.