Join Mountain Credit Union as a Full Time Contact Center Representative and bring your expertise to a dynamic and member-centric environment. You'll have the opportunity to engage with members, troubleshoot issues, and provide top-notch service while working onsite at our Candler, NC location or possibly another MCU branch such as Franklin or Waynesville. The pay for this exciting position is $20.50 per hour and up based upon experience.
Your problem-solving skills and empathetic nature will shine as you assist members with their banking needs. Take the next step in your career and apply today! You will be offered great full-time benefits such as medical, dental, vision, life insurance, 401(k) with match, incentive pay, 11 Paid Holidays, and Paid Time Off.
Mountain Credit Union: What drives us
We are People Helping People. We provide financial services to people in our community, serving western North Carolina with local decisions and excellent customer service.
Your day as a Contact Center Representative
As a Full Time Contact Center Representative at Mountain Credit Union, you will play a crucial role in assisting members through telephone and online chat channels. Your problem-solving skills and empathetic approach will be put to the test as you resolve issues, answer inquiries, and recommend appropriate solutions to meet the financial needs of our members. Your customer-centric mindset will ensure that members receive the highest level of service and have a positive experience.
Join our team and make a difference in the lives of our members every day.
Requirements for this Contact Center Representative job
To excel as a Contact Center Representative at Mountain Credit Union, candidates should possess strong communication skills, both verbal and written, to effectively assist members over the phone and online chat. Proficiency in using technology and software tools is essential for navigating member accounts and resolving inquiries efficiently. Prior experience in the financial services industry is essential for familiarity with banking products and processes. The ability to multitask, prioritize, and remain calm under pressure will contribute to providing excellent service to our members. If you are a problem-solver with a customer-centric approach, we encourage you to apply for this rewarding position.
Knowledge and skills required for the position are:
High school diploma or equivalent is required
Prior experience in the financial services industry is required.
Join us!
If you feel that this job is what you're looking for, applying is a piece of cake - just follow the instructions on this page. Good luck!
$20.5 hourly 29d ago
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Principal, HashiCorp Vault Expert
Fidelity Investments 4.6
Durham, NC job
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise You Have and The Skills You Bring
Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
The base salary range for this position is $107,000-216,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
A leading financial institution is seeking a cybersecurity governance specialist to execute risk assessments and evaluate cybersecurity controls. The ideal candidate will have extensive experience in cybersecurity, strong analytical skills, and a Bachelor's degree in a related field. This remote position offers competitive compensation ranging from $120,000 to $180,000, along with a comprehensive benefits program.
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$120k-180k yearly 2d ago
Senior Cyber Security Risk & Controls Analyst
First Citizens 4.8
Remote or Raleigh, NC job
This remote position supports cybersecurity governance by performing risk and control self-assessments (RCSAs), evaluating cybersecurity controls, and supporting key risk management processes. The role helps identify risk and control gaps, assess cyber risks, and recommends improvements to strengthen the organizations cyber posture. The position provides risk analysis, documentation, and control development support across cybersecurity teams, acting as a resource for process owners and contributing to continuous improvement initiatives.
Responsibilities
Execute cybersecurity process level RCSAs in partnership with business function owners and stakeholders
Document risk and controls assessment results, risk ratings, and supporting evidence in accordance with Enterprise Risk Standards
Draft, update, and refine control risk and control statements to ensure clarity, effectiveness, and alignment with cybersecurity processes
Review existing risks and controls for design effectiveness, identifying gaps, inconsistencies, or opportunities for improvements
Partner with business function owners to periodically update inherent and residual risk ratings for process level risks
Assist cybersecurity teams with updating control effectiveness and control environment ratings on a regular cadence
Evaluate cybersecurity risks and controls against Enterprise Policies and Standards, regulatory requirements, and industry standards
Support remediation planning by documenting gaps, improvement recommendations, and target-state control enhancements
Participate in projects, assessments, or escalated tasks requiring risk and control expertise
Qualifications
Bachelor's Degree and 8 years of experience in Information security, cybersecurity, risk management, or a related field OR High School Diploma or GED and 12 years of experience in Information security, cybersecurity, risk management, or a related field
Experience performing risk assessments, RCSAs, or controls testing
Working knowledge of cybersecurity processes, controls and risk concepts
Familiarity with frameworks such as NIST CSF, NIST SP 800-53
Ability to write clear, actionable control statements and assessment findings
Strong analytical, documentation, and communications skills
Ability to work collaboratively with technical and non-technical stakeholders
Preferred
4-7 years of experience in Information or cyber security risk or control assessment
Experience supporting cybersecurity programs within a financial institution or regulated environment
Certifications such as Security+, SSCP, CISA, CISM, CISSP, CRISC
Understanding of threat landscapes, IT processes, and common control frameworks
Experience supporting process improvements, control rationalization, or evidence evaluation
The base pay for this position is generally between $120,000 and $180,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
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$120k-180k yearly 2d ago
Lead Product Designer
Array 3.5
Raleigh, NC job
Lead Product Designer
Pay: $145,000 - $170,000/year + variable compensation
Experience: 7 to 10 years designing complex, workflow-heavy B2B SaaS products; shipped features used at scale.
Type: Full-time
Schedule: Monday - Friday
Array Corporation is seeking a Lead Product Designer to join a growing and dynamic team!
Array Corporation is building an AI frontline workforce management platform that does the opposite: we connect talent quality to production outcomes and share the upside with dynamic rewards. When people see how their work drives results and strong performance earns real rewards, retention becomes a flywheel. Businesses get consistency and predictability; workers get transparency, recognition, and a reason to stay.
As our first full-time design hire, you'll establish the foundational user experience - one where agents assist users to achieve measurable business outcomes. You will define the information architecture, build the design system and patterns, and set up a practical research cadence. You'll also design explainable, human-in-the-loop automation and create the link between effort and reward, unmistakably clear for recruiters, operators, and workers. Partnering with Product and Engineering across squads, the patterns you set will define how Array Corporation feels for years.
Job Description:
Own end-to-end product design across requisition, sourcing, scheduling, analytics, and incentives.
Define the platform's information architecture and intuitive navigation framework.
Build and implement a v1 design system, including tokens, components, and patterns.
Design trusted agent experiences with explainability, safe overrides, and clear decision logic.
Conduct lightweight UX research and convert insights into product improvements.
Partner with Product and Engineering to prioritize quick wins and long-term foundations.
Measure impact using shared success metrics and drive continuous improvement.
Use AI tools to accelerate design workflows such as variant exploration and spec generation.
Position Requirements:
Expertise in AI/automation UX, including explainability and user control.
Portfolio that displays storytelling abilities, primarily focused on measurable product outcomes.
Experience as the first designer or design lead in an early-stage startup is preferred.
Understanding of HR tech/recruiting/workforce or other multi-persona operations tools is a plus.
Strong systems-thinking mindset with proven information architecture experience.
Hands-on research experience with the ability to synthesize insights into clear recommendations.
Fluency in Figma and modern product development workflows.
Skilled in creating and scaling design systems across multiple teams.
Excellent collaboration skills with Product and Engineering partners.
Array Corporation is the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
$145k-170k yearly 2d ago
Chief Executive Officer - Common Wealth Charlotte
Kentucky Society of Association Executives Inc. 3.5
Charlotte, NC job
This is a unique leadership opportunity to steer a highly esteemed, community-focused nonprofit organization in Charlotte, NC, into its next stage of growth and influence. With a foundation of robust financial health, a committed team, and an active Board, the organization is well-positioned to enhance its local impact and expand its reach.
As only the second CEO following the founder, you will inherit a remarkable legacy and face the exciting challenge of guiding its evolution with strategic vision and innovative approaches. You will advance the mission, cultivate organizational resilience, and ensure operational excellence with disciplined execution and a community-first mindset. Reporting to the Board, you will steward the organization's historic strengths while positioning it for future relevance and sustainability. You'll inspire staff, volunteers, partners, and donors as a trusted and collaborative leader rooted in Charlotte's dynamic nonprofit ecosystem.
Responsibilities / Ideal Candidate Profile
Aligned with Common Wealth Charlotte's (CWC's) leadership framework, the ideal candidate will bring skills paired with key responsibilities:
Cultivate philanthropic support and diversify revenue streams.
Expand organizational funding and deepen donor engagement leveraging strategic and creative approaches to support existing program operations and regional expansion.
Strengthen CWC's community presence to garner new opportunities.
Anticipate and shape the future with bold, adaptive thinking.
Implement transformative strategies-balanced by humility and collaboration.
Design and implement a multi-year strategic plan aligned with CWC's mission, funding, and community needs.
Energize and engage CWC's staff, board members, volunteers, event committees, alumni, partnering organizations, and funders, fostering a sense of team focused on unified goals.
Lead with a deep commitment to community and mission, empathy, inclusivity, authenticity and cultural competency.
Coach, lead, develop, and retain Common Wealth Charlotte's senior leadership team.
Collaborate with the board to ensure strong organizational stewardship, deep board engagement in leading the strategic direction of local operations, and an effective board recruitment and onboarding process.
Cultivate a mission-aligned culture committed to staff development and excellent board governance grounded in authenticity and transparency.
Demonstrate and leverage expertise in nonprofit financial and operational management.
Utilize a data-driven approach to aligning resources for mission impact while sustaining organizational health.
Implement a trauma-informed approach to core financial literacy programs.
Ensure ongoing programmatic excellence, rigorous evaluation, and consistent quality in finance, administration, fundraising, communications, and systems. Recommend timelines and resources needed to achieve strategic goals.
Oversee systems that track progress and growth, regularly review programs, and share results with the board, funders, and partners.
Inspire the community with compelling stories and relational gravitas, rallying support and expanding partnerships throughout Charlotte's civic and philanthropic circles.
Build cross-sector coalitions anchored in trust and shared purpose.
Deepen and refine all aspects of communications-from web and social media presence to external relations-with the goal of creating a stronger brand.
About the Organization
Founded in 2015, Common Wealth Charlotte empowers economically vulnerable wage earners across Charlotte-Mecklenburg with the financial capabilities needed to achieve stability and reduce dependence on charitable assistance. CWC uses a trauma-informed approach-offering education, personalized financial counseling, access to banking, and 0%-interest loans-to catalyze upward economic mobility and foster hope and resilience.
Programs include workshops and one-on-one counseling conducted by certified financial educators throughout the region. Clients have seen average credit score improvements of 86 points after a paid in full CWC loan, reflecting meaningful impact. CWC offers 0% interest loans that help clients avoid predatory financial institutions.
Want to know more? Visit Common Wealth Charlotte's website at: **************************************
Additional Preferred Attributes
Authentic, grounded, and values-driven: Models integrity and transparency in every interaction, serves as a trusted voice within the community, and demonstrates consistent alignment of decisions with mission and values.
Relational, curious, and deeply rooted in Charlotte's community. Invests in building meaningful connections, shows genuine curiosity about the perspectives and needs of others, and maintains a strong presence in the civic and cultural life of Charlotte.
Committed to equity, inclusivity, and cultural competence: Affirms diversity while actively working to remove barriers, foster inclusive practices across the organization, and ensure programs reflect an equitable approach to serving the community.
Adaptive and resilient: Navigates uncertainty with confidence, adjusts strategies when needed, and leads the organization with steadiness and optimism during times of change.
Inspirational communicator: Connects with people across diverse backgrounds, inspires trust and hope, and articulates a compelling vision that motivates staff, volunteers, donors, and community members.
Application
Think you are the next Common Wealth Charlotte CEO?
To apply, visit *********************************** The application will request a compelling cover letter, resume, salary requirements, and professional references. Please note that phone calls are not accepted, and submissions must be made via the portal. For support, contact ***************************.
Compensation
The salary range is $110,000 to $120,000, commensurate with experience. Benefits include a bonus plan up to 10% of base salary (based on performance), contributions towards retirement and qualified health plans, including paid time off.
The organization is an equal employment opportunity employer and actively seeks a diverse applicant pool-regardless of race, color, national origin, religion, disability, gender, gender identity, sexual orientation, or age.
About Armstrong McGuire
Armstrong McGuire is a national executive search, fundraising, and strategic advising firm that believes in unlocking the potential of nonprofit leaders and the communities they serve. Founded in 2004, our diverse team of advisors work with clients and leaders to align strategy, optimize operations, build capacity, and lead nationwide searches that bring supremely talented individuals to high-impact organizations. Learn more about our services in talent acquisition, fundraising counsel, and strategic planning.
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$110k-120k yearly 4d ago
Remote Equity Trader Position
T3 Trading Group 3.7
Remote or Raleigh, NC job
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$73k-136k yearly est. Easy Apply 60d+ ago
Private Credit Investment Analyst
Churchill Real Estate 3.2
Charlotte, NC job
As part of the Originations team, the Private Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space as well as assessing the underlying collateral of the project. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio.
Responsibilities:
Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants.
Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience.
Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite.
Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies.
Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements.
Maintain accurate and organized records of credit decisions and supporting documentation.
Stay informed of changes in regulations and best practices within the residential lending space.
Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions.
Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes.
Qualifications
Bachelor's degree in Finance, Business, Economics, or a related field.
3-5 years of experience in private real estate lending in underwriting, credit analysis or elated experience.
Strong analytical skills with the ability to interpret financial data and assess risk.
Knowledge of residential real estate markets and investment principles.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
$59k-91k yearly est. 3d ago
Senior Software Engineer
Caterpillar Financial Services Corporation 4.5
Cary, NC job
Your Work Shapes the World at Caterpillar Inc.
When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.
Role Definition
This position will serve as a Digitalization Expert to support enterprise-wide digitalization projects implementation at CCMC, with primary responsibility including advanced coding using high-level languages.
Key Responsibilities
Lead or Support Caterpillar Standard Systems Deployment
Lead or support the end-to-end deployment of enterprise digital standard systems, including requirement confirmation, plan formulation, system configuration, test execution, and go-live support.
Collaborate with cross-functional teams to align system deployment with business processes, ensuring 100% compliance with enterprise digital standards.
Establish and optimize the system deployment SOP to improve deployment efficiency and reduce post-go-live failure rates.
Current Systems Deep Dive to Extract Value for Full Use
Conduct in-depth analysis of the current systems application status, identify pain points in business processes such as data silos and inefficient operations.
Design and implement optimization solutions, including module function expansion, data integration with other systems, and custom report development to tap into potential value (e.g., reducing 20% of manual data entry workload).
Provide system application training and technical support to internal users, promote the deep application of system functions across the enterprise.
Transactional Process Efficiency Improvement through Digitalization
Lead the full lifecycle of RPA projects, from business process analysis to RPA robot development, testing, deployment, and maintenance.
Use RPA tools to develop stable and efficient robots and establish a robot operation monitoring mechanism to ensure 99%+ stable operation.
Collaborate with business teams to evaluate the ROI of RPA projects and continuously optimize existing RPA robots to improve automation coverage and business efficiency.
Advanced Statistical Modeling & Algorithm Development
Independently design and develop advanced analytical models based on business decision scenarios.
Proficiently use modeling tools and programming languages such as C++, C#, Python, SQL, and Excel, and conduct model validation to ensure model stability with prediction error controlled within 5% for core scenarios.
Translate complex model results into clear, business-oriented insights and actionable recommendations.
Create interactive data visualization reports/dashboards using tools like Power BI, enabling business leaders to intuitively grasp key indicators.
Track the implementation effect of model-driven decisions, summarize successful cases and improvement points, and form a closed-loop of "modeling-decision-implementation-optimization".
Document modeling methodologies, data sources, and decision logic, and compile best practices to promote the replication & application of data-driven decision-making in other departments.
Key Requirements
Bachelor's degree in Computer Science or related field.
Demonstrate good coding proficiency using high-level languages and be skilled in Power Bi, SQL, Python, C++, C# or other tools for data processing and visualization.
Excellent strategic thinking ability and a broad, enterprise-wide outlook.
Demonstrate strong planning and organizational skills.
Good cross-functional communication and coordination skills to effectively promote team collaboration.
Additional information
The position requires the candidate to work a 5-day-a-week schedule in the office.
Posting Dates
November 24, 2025 - December 8, 2025
Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply.
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$97k-122k yearly est. 1d ago
Director Derivatives FX Capital Markets
First Citizens 4.8
Charlotte, NC job
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.
The Director, Interest Rate Derivatives (IRD) Sales works on the derivative sales team within Global Banking and Markets Solutions. This position will be expected to drive IRD revenue with a heavy emphasis on the middle market client segment. Success in this role will be a function of leveraging internal and external relationships while providing high-level client service and risk management solutioning.
Responsibilities
New Business Development and Relationship Management
Searching for IRD opportunities within both existing client portfolios as well as target prospect pipelines
Pro-activelydevelop and maintain strong relationships with key clients and prospects
Drive culture of proactive business development, setting ambitious targets for client outreach and new business acquisition
Develop and implement strategic account plans to grow existing client relationships and increase wallet share
Collaborate with other business units to create and deliver comprehensive, innovative solutions that address clients' evolving needs
Partner with other segment leaders to relentlessly pursue cross-sell channels and opportunities to enhance overall business performance
Constantly seek out and pursue new business opportunities, leveraging market intelligence and industry trends to identify potential clients and opportunities
Market Knowledge and Deal Execution
Demonstrate mastery of interest rate derivative products (swaps, caps, collars, options and cross-currency swaps)
Advanced knowledge of corporate financial risk management as it pertains to IRD, especially around the ability to successfully pitch and close hedging structures with clients and prospects
Intense interest in and knowledge of market trends, monetary policy, geopolitical events, and other factors that influence directionality of the broader financial markets
Demonstrated understanding of pricing and quoting dynamics around sophisticated corporate IRD hedging products
Work alongside trading, middle, and back-office functions to support client trading activity
Product Strategy and Implementation
Contribute to the development of sales strategies and go-to-market plans
Understanding of IRD product needs for middle market and small corporate clients and the ability to partner with product partners to fill identified gaps
Conduct effective on-boardingincluding documentation, credit lines, and platform setups
Knowledge, Skills and Competencies
Highly proactive
Expert understanding of financial markets, products, and risk management strategies
Familiarity with hedge accounting and relevant corporate accounting rules and standards that most impact our clients
Excellent communication and presentation skills with both internal and external audiences
Experience covering middle market and small corporate relationships
Ability to work effectively in a fast-paced, dynamic environment
Strong ethical standards and commitment to a risk management and compliance culture
Demonstrated self-starter with the ability to organically form internal and external relationships autonomously
Strategic thinking and problem-solving capabilities
Proficiency in financial analysis and client portfolio management
Advanced negotiation and relationship-building skills
Qualifications
Bachelor's Degree and 6 years of experience in Interest Rate Derivatitves (IRD) OR High School Diploma or GED and 10 years of experience in Interest Rate Derivatitves ( IRD)
Preferred Education: Bachelor 0s Degree Preferred
Area of Study: Business, Finance, Economics
Preferred Area of Experience: Derivatives, FX, Commodities
Skills: Strong financial markets acumen, Advanced knowledge of IRD products, Ability to price and quote derivatives, Communication skills (CFO level), Sound internal operations understanding, Understand hedging needs of clients, Internal and external deal sourcing, Partner to bank RMs
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
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$109k-147k yearly est. 1d ago
Credit Analyst
Churchill Real Estate 3.2
Charlotte, NC job
As part of the Operations team, the Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio.
Responsibilities:
Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants.
Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience.
Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite.
Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies.
Work closely with underwriters and credit risk managers to ensure thorough and accurate risk assessments.
Monitor loan portfolio performance and report on trends or emerging risks.
Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements.
Maintain accurate and organized records of credit decisions and supporting documentation.
Stay informed of changes in regulations and best practices within the residential lending space.
Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions.
Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes.
Qualifications:
Bachelor's degree in Finance, Business, Economics, or a related field.
2-4 years of experience in credit analysis, preferably within the residential lending or real estate sector.
Strong analytical skills with the ability to interpret financial data and assess risk.
Knowledge of residential real estate markets and investment principles.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
$56k-86k yearly est. 2d ago
Medical Billing Account Manager II
Ems Management & Consul 3.6
Remote or Winston-Salem, NC job
Remote Opportunity
Focus on client satisfaction and retention by successfully managing the complete revenue cycle process, monitoring all operational aspects of the client account, maximizing account performance through in-depth analytics, and ensuring contractual compliance. Manage and respond to client inquiries with an emphasis on long-term partnership. Ensure optimum client performance by successfully and compliantly maximizing cash collections and A/R follow-up, while providing excellent service. Maintain a successful mentorship with Account Manager I's, focusing on employee enhancement and growth.
Major Responsibilities/Activities
Successfully manage multiple high profile clients through holistic revenue cycle and relationship managment excellence.
Maintain active mentorship program with Account Manager I's assisting with development in public speaking, handling difficult clients, conducting meaningful meetings and sharing best practices.
Improve client financial performance and advocate for our client's patients and communities by leveraging healthcare expertise, love for relationships and value of communication, and passion for finding truths and insights through analytics.
Directly responsible for the successful management and operation of the revenue cycle for a specific set of clients, to increase cash collections, increase account revenue, and decrease account revenue days to ensure desired outcomes are achieved.
Monitor and measure departmental outcomes in comparison to client commitments, and identify barriers and implement solutions, when desired outcomes are not achieved.
Understand the business needs of each client, and use this knowledge to ensure contracted service level agreements are consistently met and processes are monitored, and changed, if necessary, in order to meet and exceed client expectations.
Regularly review and analyze collections data, account revenue information, workflows, and billing processes. Proactively identify issues that may affect reimbursement or overall client performance.
Align internal and external project teams and other entities to enrich our client's experience through our services and technology offerings.
Enable our client's focus on safety and the highest quality patient care possible by communicating insightful financial and operational metrics, keeping abreast of and sharing compliance and regulatory updates, and maintaining surveillance on business performance.
Ensure clients enjoy the full benefit and value of their engagement of EMS|MC by fostering, identifying, and deepening high value and high impact relationships throughout our client's organizations.
Creatively identify opportunities to improve financial performance and capitalize on additional opportunities for revenue that align with our client's values and interests.
Foster continuing camaraderie, cultural alignment and growth, and internal impact through effective and professional written and verbal communication.
Maintain continuity of relationships with our clients and ensure EMS|MC alignment our client's goals and concerns through timely documentation of meetings and other significant interactions.
Manage risks and maximize opportunities for our new clients by managing, and participating in, implementation projects as EMS|MC continues to grow and deliver greater value to our clients and to the industry.
Safeguard the continuity of business process support for our clients by monitoring contract status and proactively engaging efforts to renew and extend beneficial engagement contracts.
Take advantage of EMS|MC University courses, external learning opportunities, and self-guided learning to drive continuous personal improvement
Other Responsibilities/Activities
Assist the Sales and Marketing departments by identifying new relationships through established networks, ensuring customer satisfaction to create “reference-able” clients.
Participate in company meetings, committees, employee events, client events, etc.
Serve as a resource and backup to other departments as directed to manage backlogs and address problems.
Conduct training and/or attend meetings to ensure thorough internal knowledge of client needs & specifications.
Perform other necessary tasks as assigned by supervisor.
Conduct all job tasks, duties, and interactions with professionalism, respect, confidentiality, a positive attitude, and in accordance with company compliance policies and applicable government regulations.
Consistently support and demonstrate the company vision and values.
Identify and communicate ideas for improved departmental and organizational efficiency, performance and continuous improvement efforts, especially lean or cost savings initiatives.
Completion and/or involvement in special projects.
Required Education, Skills, & Experience
Associates degree or higher in Business Administration, Healthcare, or related field.
3-5 years of account management or client facing experience strongly preferred
3-5 years experience related to healthcare or EMS billing and/or revenue cycle management strongly preferred
Successful experience in healthcare billing and reimbursement, client account management, sales, or marketing
Internal motivation and drive to learn and maintain knowledge of relevant payer, compliance and regulatory requirements and trends
Critical thinking and analytic skills
Comfort with public speaking to audiences of varying sizes and background
Strong listening, decision-making, time management, communication, and critical-thinking skills
Comfort with public speaking to audiences of varying sizes and background
Proficiency with Microsoft Office Suite and web-based application platforms
Willing and able to work extended hours as business needs require
Ability to travel up to 50%
Preferred Education, Skills, & Experience
Bachelor's degree in finance, healthcare, marketing, or another business-related field strongly preferred.
Career history that demonstrates progressively increasing levels of responsibility
Proficient in a variety of technology applications, including software packages and software-as-a-service-Salesforce.com, MS Project or Smartsheet experience
Working Environment/Physical Requirements
Travel required, sometimes on short notice
General office environment
Typing, sitting, standing, walking, some light lifting
Flexibility to work extended hours to support the business as required
Use of basic office equipment such as computer, fax, printer, copier, telephone
Here is what our employees have to say about working here!
"Working with EMS|MC has allowed me to grow in more ways than I can quantify. Within my 10 years with the company, I've thankfully not only been able to grow from a coding specialist through 5 additional positions, but I continuously grow within my current role. Each client and role bring change, but we are well supported by leadership and by peers. EMS|MC houses a culture for its employees like no other. I've never met a peer or leader within EMS|MC that isn't working towards the satisfaction of our teams and/or clients."
"The company does a great job in providing work-life balance and I feel genuinely cared for by the leadership. I appreciate that every member of the leadership team is hands-on within our business and is not afraid to roll up their sleeves to get a job accomplished. Many of our employees are great friends outside the organization which really speaks to the comradery that the teams have in working together for a common goal."
"It will be 6 years that I have been working with EMS|MC. I enjoy working for EMS|MC because the diversity of the group of people you get to work with is awesome. The training is top notch no matter what department you're hired to work in EMS|MC ensures you're equipped to do your job. EMS/MC offers professional growth and rewards their employees in unique ways."
"Working for EMSMC has been one of the best career changes I have made. There is so much opportunity for growth, development, exposure to great software and technology that no matter what you are doing now or want to learn in the future, there is plenty of options to get involved and grow. Outside of the opportunities your co-workers and teammates are willing to help and support you with tasks and are very responsive, knowledgeable, and always willing to help."
"Working at EMS|MC really showed me what a healthy work environment is. Here, I feel heard and capable with all the available resources given to me. I see myself growing here and would encourage anyone to also find a place here!"
"EMSMC is one of those rare companies that truly cares about the work environment that they have created. It is such a relief to finally work for a company that not only genuinely cares about its employees but takes significant measures to ensure a fair and positive work environment where every team member's voice is heard. EMSMC is a company that clearly states its values, goals, and expectations, while also providing more than adequate resources and support needed to thrive while achieving them."
"I enjoy showing up for work every day because of my amazing team! It feels like you are a part of a family. EMS Management & Consultant encourages growth. Every day is a new opportunity for me to learn and grow in my professional life. I have been with this company for about 5 years and have been promoted 3 times."
$42k-65k yearly est. Auto-Apply 60d+ ago
Engineer
CTC 4.6
Liberty, NC job
Job Title: Engineer
Job Type: Contract
Founded in 1996, CTC is a global IT services, Consulting and Business Solutions partner dedicated to helping organizations innovate, optimize, and grow. With over 2,000 professionals worldwide, we support more than 100 clients in transforming complex challenges into lasting competitive advantages.
What you'll be doing
Participate in daily written and verbal reports up to Senior Manager level.
Developing process plans for battery production lines within the Battery PE department with direct support from the Manager.
Working in a collaborative team environment (supporting other Engineers, Construction Management Group, Technicians, Vendors, General Contractors, etc.) to achieve project milestones.
Equipment procurement, installation planning to execution, commissioning, pre-production trials, and launch of battery production lines.
Participate in advanced cleanliness protocols (clean room) necessary for assigned area of battery manufacturing.
Lead and/or support equipment trials at vendors prior to shipping and on the manufacturing floor after installation ensuring all targets are met for safety, quality and productivity.
Punchlist item identification, root cause analysis, and countermeasure management
KPI summarization, mass-production handover, and production issues support
Cross-functional team engagement (domestic and international) to discuss open items and key project schedules/milestones.
Creating and maintaining detailed schedules for assigned areas.
Maintain budgets for assigned areas.
Completing internal and external training
What you bring
Bachelor's degree or higher in Engineering or similar technical field.
3+ years of equivalent professional experience in a manufacturing environment.
Experience in production preparation and execution of capital projects, preferably from initial strategy planning to the start of mass production.
Project management experience dealing with capital investments greater than $0.5M.
Experience in creating and maintaining detailed schedules including milestone achievement for manufacturing equipment installation.
Ability to read and interpret 2D drawings including building facilities and process equipment drawings.
Proficiency with Microsoft Office products (Word, Excel, PowerPoint, etc.).
Proficiency with 2D and 3D drafting software such as AutoCAD.
PLC experience including the ability to Read, interpret and modify.
Ability for business travel, both domestic and international up to 10%.
Ability to work weekends, holidays, and shutdown periods (such as July and December shutdown) as needed, based on project condition and schedule.
SQL / Oracle or other database experience.
Experience with Cisco networks and maintain a machine network.
Experience using Ignition for programming Andon visualization and other tools.
Added bonus if you have
Mitsubishi PLC Programming experience
SCADA Systems experience
MES experience
Experience with Kepware software or similar SCADA Data systems
$83k-125k yearly est. 1d ago
Managing Director Underwriter Port Manager MMB
First Citizens 4.8
Charlotte, NC job
The Managing Director, Underwriting Portfolio Manager - Middle Market Banking is responsible for the leadership and development of Middle Market Banking operations. Creates business strategies that enhance service capabilities, operational efficiency, and regulatory compliance. Develops and implements best practice methodologies across the department. Establishes strong productive partnerships between business partners to facilitate daily operations. Develops and executes new initiatives, directing all planning and training efforts to achieve project success. Provides personal leadership and expert direction on all processes, systems, and policies within the division.
Responsibilities
Strong middle market finance experience with both privately-held and public companies, thorough understanding of credit analysis, financial modeling, structuring, guarantor analysis, deal terms and the ability to communicate credit recommendations with senior management. Deep credit product knowledge ranging from senior secured lending with recourse to owner-occupied real estate, and enterprise value financings.
Responsible for managing Middle Market Banking (MMB) Underwriting & Portfolio Management activities, processes (excluding reporting), and related personnel for the group. Collaborate with the MMB Business Unit Head, Relationship Managers and Credit Partners on evaluation and assessment of prospective relationship-oriented credit opportunities:
Interface effectively with key partners:
MMB Relationship Specialist team to coordinate collection of reporting information from clients and prospects as well as other client facing activities
Lending Middle Office's MMB coverage team for new deal closing and material amendment booking and AML/KYC activities
Oversee deal vetting, structuring, term sheet issuance, Credit Approval Memo quality, loan document negotiation, approval and closing, and post-close loan modifications, extensions, portfolio monitoring, and ensuring risk rating accuracy.
Run / coordinate the underwriting process from initial client discussions, all the way through closing, including working closely with relationship managers, underwriting team, credit partners, middle office team, compliance managers and legal counsel.
Actively participate in all credit approval request meetings with MMB SCO's and/or MMB CCO
Propose revisions as needed to the Middle Market Banking Credit Standard
Advise leadership of adverse borrower developments in a timely mannert> Manage periodic Portfolio Management deliverables as required, including quarterly portfolio reviews, as well as Audits, Exams, and Ad-hoc requests
Interface with Borrowers, Agent Banks, and Third Party Intermediaries
Interaction with Regulatory Agencies and FCB Senior Management
Travels to and meets with all regional MMB teams 2-3 times per year
Ensures professional development and training for all UW/PM colleagues
Possesses a player-coach mentality and knows how to balance team/individual empowerment versus direct involvement.
#LI-NK1
Qualifications
Bachelor's Degree and 10 years of experience in Credit Analysis, Portfolio Management, Credit Underwriting, Risk Management OR High School Diploma or GED and 14 years of experience in Credit Analysis, Portfolio Management, Credit Underwriting, Risk Management
Preferred:
Bachelor's or Master's degree in Business, Economics or Finance, Accounting or MBA.
Completed courses relevant to business and financial analysis.
15+ years of Middle Market and/or Mid-Corporate Banking UW & PM experience
Demonstrated effective leadership of teams in multiple locations nationwide
Completion of a formal credit training program
10 years of banking experience at a Large Financial Institution (LFI)
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
#J-18808-Ljbffr
$143k-215k yearly est. 1d ago
Client Support & Relationship Manager
CG Financial Services
Charlotte, NC job
As an Admin Support & Relationship Associate at CG Financial, you'll be a cornerstone of our client service team. You will work directly with financial advisors and clients to deliver exceptional wealth management experiences. Your role combines high-level client relationship management with operational support to ensure a seamless and professional client journey. You'll contribute to internal process improvement, client satisfaction, and team success across our multiple office locations.
This position offers a dynamic blend of client-facing responsibilities, operational execution, and strategic collaboration. It is ideal for someone who is highly organized, proactive, and driven to make a positive impact on clients and teammates alike.
Core Responsibilities:
Client Engagement & Relationship Management
Participate in and prepare for client meetings alongside financial advisors.
Respond promptly and professionally to client inquiries across various channels.
Assist clients with portals, investment platforms, and service requests.
Ensure client satisfaction through empathetic, proactive, and effective communication.
Operational Support & Coordination
Handle and oversee office administration responsibilities.
Process distributions, applications, forms, and other client-related documentation.
Prepare reports, meeting materials, and planning documents.
Accurately document all client interactions, tasks, and follow-up items.
Track and analyze client service processes to identify and implement improvements.
Team Collaboration & Internal Operations
Facilitate and participate in internal meetings to review and optimize client service.
Work closely with advisors, support staff, and leadership on special projects and initiatives.
Contribute to team and firm-wide goals through project support and strategic alignment.
Continuous Improvement
Engage in professional development and support change initiatives that improve service delivery.
Provide feedback on processes and tools to enhance team efficiency and client outcomes.
Requirements
Required Qualifications:
1-5 years of client-facing experience in financial services.
Strong verbal and written communication skills.
Excellent organizational and time-management abilities.
Proficiency in Microsoft Office Suite.
Strong attention to detail and ability to manage multiple priorities.
Team player who can also work independently with minimal oversight.
Demonstrated ability to learn and use financial technologies efficiently.
Preferred Qualifications:
Bachelor's degree in business, finance, or related field.
Experience with Salesforce, Orion, or custodial platforms (e.g., LPL, Axos).
Exposure to financial planning software.
Project management experience.
Series 7, Series 66 or 65, and/or industry designations.
Compensation ranges from $45,000 - $65,000, based on experience, including bonus eligibility as part of our performance-based compensation program. CG Financial offers medical, dental, vision, life, LTD, STD, and other insurances as benefits. Employees will be eligible for a Safe Harbor 401(k) with employer conribution and discretionary profit-sharing.
Our Core Values:
Thirst for Knowledge
- You're endlessly curious and committed to continuous learning.
Innovative Problem Solver
- You proactively create solutions, communicate clearly, and follow through.
Self-Motivated
- You're driven, results-oriented, and embrace challenges.
Authentic
- You operate with integrity and foster a drama-free, honest work environment.
Positively Impact People
- You lift others up-clients, colleagues, and the community.
$45k-65k yearly 29d ago
Assistant Treasurer
Live Oak Banking 3.8
Wilmington, NC job
About Us
Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America's Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak, we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream.
How This Role Impacts Live Oak and its People
The Assistant Treasurer is a key member of the Treasury team responsible for the bank's daily and strategic liquidity management, investment portfolio oversight, capital planning and enterprise-wide liquidity and capital stress testing, and the development and execution of the bank's derivatives and hedging program. This role will manage critical third-party and regulatory relationships, including internal/external audit partners and bank examiners, and will collaborate with ALCO and key stakeholders across the bank to maintain a strong, resilient balance sheet in all market environments.
What You'll Do at Live Oak
Liquidity Management & Funding
Own daily, weekly, and monthly liquidity positioning and forecasting, including cash flow projections, wholesale funding plans, and operational liquidity buffers
Optimize funding mix across core deposits, brokered deposits, FHLB and Federal Reserve capacity, correspondent lines, and capital markets alternatives
Maintain and monitor internal liquidity metrics (e.g., coverage ratios, stress outflows) and ensure alignment with risk appetite and policy limits
Prepare materials and recommendations for ALCO on liquidity strategy, contingency funding plans (CFP), and early warning indicators
Investment Portfolio Oversight
Co-manage the bank's investment portfolio, including security selection, risk/return analysis, duration positioning, convexity, and prepayment modeling
Execute purchase/sale decisions, evaluate swap strategies around the portfolio, and manage portfolio within established risk tolerances for price sensitivity and liquidity objectives
Oversee fair value, OTTI/CECL considerations for securities, and work closely with Finance on accounting, reporting, and disclosures
Capital Planning & Stress Testing
Manage capital planning processes, including forecasting, stress testing integration, and alignment with board/regulatory expectations and strategic objectives
Lead end‑to‑end liquidity and capital stress testing processes (idiosyncratic and market-wide scenarios), including assumptions, data integrity, model governance, and result synthesis
Produce actionable insights for ALCO and executive leadership-linking stress outcomes to contingency actions, funding capacity, and capital planning
Partner with Risk and FP&A to integrate stress results into budgets, strategic plans, and regulatory submissions
Derivative & Hedging Programs
Assist with the Design, implementation, and operation of the bank's derivatives and hedging program, with an initial focus on back‑to‑back interest rate swaps for commercial borrowers, in collaboration with a leading third-party advisory firm
Establish product governance and controls, pricing frameworks, hedge accounting documentation, counterparty onboarding/ISDA, and collateral management, leveraging external expertise to ensure best practices
Coordinate front‑to‑back processes (origination, execution, confirmation, accounting, and reporting) to ensure operational excellence and strong internal controls
Collaborate with Treasury team to evaluate and implement balance sheet hedges to manage IRR within policy
Audit, Examination & Governance
Serve as primary Treasury liaison to internal audit, external auditors, and regulatory examiners (FDIC, Fed, NCCOB), ensuring readiness, transparency, and timely remediation
Maintain strong policy frameworks for capital, liquidity, IRR, investments, derivatives, and model risk, and ensure compliance with applicable guidance and accounting standards
Drive continuous improvement in Treasury processes, data quality, controls, and documentation standards
Leadership & Collaboration
Foster a strong team culture within Treasury and Finance by sharing knowledge, supporting peers, and collaborating on projects to achieve collective goals
Lead and develop direct report(s), setting clear objectives, coaching, and supporting professional growth
Build strong partnerships across Small Business and Commercial Banking, Credit, Finance, Enterprise Risk, Operations, Legal, Compliance, and Technology to deliver integrated treasury solutions
Prepare and present high‑quality materials for ALCO, senior management, and the Board
Ability to communicate complex treasury, liquidity, and market-risk concepts clearly and effectively to executive management, the Board, and cross-functional partners
Maintain a high standard of regulatory awareness including BSA, AML, CIP, and OFAC
Required Experience
Bachelor's degree in Finance, Economics, Accounting, or related field
7+ years of progressive treasury, balance sheet management, or capital markets experience in a commercial bank or similar financial institution, experience at a mid-size bank (>$10Bn assets) preferred
Working knowledge of regulatory frameworks (liquidity, capital, IRR) and model risk governance
Executive-ready communication, analytical rigor, attention to detail, project management, and ability to lead cross-functional initiatives
Strong Microsoft Office skills (Advanced Excel)
Proven ability to manage multiple priorities and deadlines in a fast-paced environment
Preferred Experience
Advanced degree or professional certification (MBA, CFA)
Experience in a high-growth or digitally focused bank environment
Hands-on experience executing balance sheet management transactions (funding, investments, derivatives)
Background in enterprise-wide stress testing and scenarios analysis (DFAST)
Experience with treasury systems (e.g., Empyrean or similar ALM platforms)
Familiarity with U.S. GAAP (hedge accounting)
Our Values
Dedication: Possess a deep commitment to Live Oak Bank's mission and core values, exemplified through a strong work ethic, adaptability and pride in your work.
Ownership: Take initiative to deliver positive results by proactively and creatively solving problems, while maintaining a high degree of quality.
Respect: Treat everyone with courtesy, politeness, and kindness.
Innovation: Embrace fresh ideas and fearlessly contribute new solutions to emerging or existing problems.
Teamwork: Foster collaboration, accountability, and trust with others and understand that together, we do more
For a detailed overview of our employee benefits please visit: ***********************************
Live Oak Bank is an Affirmative Action and Equal Opportunity Employer, Minorities/Women/Veterans/Disabled. We consider applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran status or disability. Equal access to programs, service and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources at ***************************.
EEO is the Law
The base pay range for this position is $169,620.00 - $236,440.00 per year. Compensation may also include annual bonuses and long-term incentives, subject to various metrics and company policy. A candidate's salary is determined by several factors including travel, relevant work experience or skills and expertise.
Please note that we provide at least the minimum requirement of paid sick leave to our employees who reside in states that require employer-paid sick leave, including but not limited to Arizona, California, Colorado, District of Columbia, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, Oregon, Rhode Island, Vermont, and Washington.
$79k-97k yearly est. Auto-Apply 2d ago
Business Development Manager
Masterkey Property Management 3.9
Cary, NC job
Business Development Manager - Real Estate Sales Role
Compensation: Top performers will earn between $88,000- $110,000 annually (base+commission)
Employment Type: Full-Time - Hybrid Role based out of Raleigh, NC
MasterKey Property Management is seeking a strong salesperson with a real estate background looking to join a great company.
Your days will be spent meeting with and prospecting owners of rental properties with the goal of helping them understand the power of working with a professional property manager like MasterKey Property Management.
The Business Development Manager (BDM) at MasterKey Property Management is responsible for making great first impressions with potential clients. All new leads and referrals will be introduced to the BDM so that they can ensure that they are a good fit for the company, and to communicate the unique capabilities and outcomes that MasterKey Property Management delivers. Over time, the BDM will become a foundation of our most legendary customer success and service stories. The BDM is both a filter that saves the company from taking on misfit clients and a magnet that will attract perfect-fit clients for years to come.
Responsibilities:
Respond to inbound leads quickly and effectively
Execute outbound strategy and continuously develop new relationships with key partners
Meet with, and educate, qualified prospects on our residential management services
Qualify and convert prospects into clients for our service
Complete the necessary forms and paperwork to onboard new properties
Manage a robust and dynamic pipeline within our CRM with current notes and statuses
Learn our unique policies and procedures and relevant real estate laws
Build relationships with prospects and nurture them to create new property management opportunities
Establish and maintain relationships with industry influencers and key strategic partners within the Raleigh metro area.
Network extensively to create business opportunities, including attending industry events, social gatherings, and community events relevant to real estate.
The right candidate will possess the following competencies:
Responsive
Great Listener
Clear Communicator (on phone, over email and in person)
Consistent Performance
Fast Learner
Real Estate or investment experience is preferred
Real Estate license is not required
Strong market knowledge of the Raleigh metro area real estate environment
Excellent networking, communication, and negotiation skills
Capacity to build rapport and foster collaborative relationships
Here are some benefits of joining MasterKey Property Management:
You'll be selling the best product in town:
While there are many property management companies, we have invested the time to design a uniquely attractive product that the market is looking for.
This role offers a high degree of autonomy. This is a results-driven position that requires a self-directed and committed professional.
You will be offered an abundance of training, coaching and mentorship on industry best practices and sales skill development.
Paid Holidays, Paid Sick Leave, Paid Time Off
Health Benefit Plan- Blue Cross (Medical, Dental, Vision)
Mileage Reimbursement
Opportunities for advancement within the network of providers
Qualified candidates will have reliable transportation and a valid driver's license to attend meetings and events.
$88k-110k yearly 3d ago
Loan Officer
Mountain Credit Union 3.6
Mountain Credit Union job in Waynesville, NC
Job Description
Are you an experienced lender looking for a challenging opportunity in the financial industry? Join our team at Mountain Credit Union as a Full Time Loan Officer. As a key player in our organization, you will have the chance to utilize your expertise to assist members in achieving their financial goals. Working onsite, you will be at the heart of the action, providing exceptional service and guidance to our community. With an expected pay of $55,000 per year or more, this position offers a competitive salary that reflects your skills and dedication.
Ready to take your lending career to the next level? Apply today and be part of a dynamic team that values professionalism and success. As a team member you'll be able to enjoy benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Competitive Salary, Paid Time Off, and Snack/Drink Room.
Let us introduce ourselves
We are People Helping People. We provide financial services to people in our community, serving western North Carolina with local decisions and excellent customer service.
Make a difference as a Loan Officer
As a new Loan Officer at Mountain Credit Union in Waynesville, NC, you can expect to dive into a dynamic role that involves assisting members with loan applications, processing paperwork, and ensuring compliance with regulations. Your day-to-day responsibilities will include reviewing credit scores, communicating with members, and providing personalized financial solutions. This position offers a structured schedule of Monday to Friday, allowing you to maintain a healthy work-life balance while making a difference in the lives of our members. Join our team and embark on a rewarding journey in the financial industry.
What matters most
To excel as a Loan Officer at Mountain Credit Union, candidates should possess essential skills such as strong attention to detail, excellent communication abilities, and a customer-centric mindset. Prior experience as a consumer lender in a bank or credit union setting is highly preferred, as it demonstrates familiarity with industry-specific practices and regulations. Proficiency in financial software and tools is crucial for effectively processing loan applications and managing client information. Candidates with a keen analytical mindset, problem-solving skills, and a commitment to integrity will thrive in this role.
If you are ready to leverage your expertise and contribute to a high-performing team, we invite you to apply for this exciting opportunity.
Knowledge and skills required for the position are:
Experienced consumer lender with bank or credit union background is strongly preferred
Connect with our team today!
If you think this job is a fit for what you are looking for, great! We're excited to meet you!
Job Posted by ApplicantPro
$55k yearly 23d ago
Part Time (20 Hrs) Associate Banker - Marsh & Silverside (New Build) - Wilmington, DE
Jpmorganchase 4.8
Wilmington, NC job
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$22k-52k yearly est. Auto-Apply 5d ago
Sr. Business Control Specialist - Business Banking
Bank of America 4.7
Charlotte, NC job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
:
This job is responsible for driving and executing on internal control discipline and operational excellence within a Line of Business (LOB) or Enterprise Control Function (ECF). Key responsibilities include providing analytical and administrative support for LOB or ECF specific processes and tools to drive adherence to enterprise-wide standards. Job expectations include monitoring and testing controls and implementing quality assurance and quality control processes within the LOB or ECF by evaluating data to help identify, track, and report issues and control improvements for remediation.
Business Specific Job Description:
The Senior Business Control Specialist will be focused on various elements of the Business Banking Sales risk and control environment, including quality assurance (QA), high risk processes oversight and metric control, Process, Risk, and Control Governance, and Engagement Lead Role. In addition, the role will be involved in project work as assigned. The Specialist will have an integral role in communicating and overseeing adherence to BB Pricing Exceptions and usage of BB Sales credit information in various systems of record.
This position requires the ability to multi-task, assist associates with complex items and those that require extensive research, while independently prioritizing his/her workload. Must demonstrate a cooperative and professional work attitude while adhering to department requirements. The role will also be expected to think analytically and provide effective solutions to tactical challenges. In addition, the individual must take an active role in identifying and implementing process improvements to improve the effectiveness of risk management activities. There are also expectations that the specialist is directly involved in additional program activities when necessary to ensure that deadlines associated with key deliverables are met.
Responsibilities:
Risk & Control Governance: Oversee the design and effectiveness of the risk and control environment; partner across lines of business to streamline governance, enhance control efficiency, and maintain accurate Process, Risk, and Control data.
Quality Assurance & Control Testing: Lead and execute QA activities including control testing, quality inspections, case management, and reporting to identify issues, drive remediation, and strengthen control effectiveness.
Program Leadership & Continuous Improvement: Serve as Engagement Lead for QA Program requirements; implement initiatives such as testing automation, procedural updates, test script enhancements, and coaching to optimize program performance and support business continuity.
Regulatory Exams & Audits: Support management and research for regulatory exams, internal audits, and monitoring reviews; evaluate inspection metrics and contribute to standardized dashboard reporting for governance.
Risk Advisory & Reporting: Identify emerging risks and provide recommendations to leadership to improve risk identification, assessment, and remediation efficiency; ensure consistent reporting to keep stakeholders informed.
Required Skills & Experience:
3+ years of experience in process design, risk management or program management roles
Demonstrates leadership, leading through change and process improvements to deliver results
Experience with procedure documentation and/or Quality Monitoring/Testing
Strong analytical capability to drive root cause analysis and demonstrates attention to detail
Control development and monitoring
Demonstrated problem solving, strong follow up skills and ability to escalate and gain resolution as needed
Self-starter able to work independently, with minimal oversight and guidance
Ability to quickly develop subject matter expertise across a broad spectrum of issues
Strong organization skills, including the ability to manage multiple responsibilities, prioritize and meet deadlines
Strong facilitation and interpersonal skills with the ability to build solid business partnerships and negotiate solutions; Biased towards action and ability to build consensus
Superior presentation and communication skills (written and verbal)
Ability to influence desired outcome without direct management responsibilities
Ability to develop and maintain strong relationships across the organization and at all levels of management
Relationship management skills to build and maintain credibility and influence with key partners and stakeholders
Strong decision making skills with proactive communication style
Strong knowledge of Microsoft Word, Excel, PowerPoint
Desired Skills & Experience:
Working familiarity with regulatory, audit, and/or compliance disciplines
Small Business / Business Banking experience
Experience with leading issue remediation
Six Sigma certification
Skills:
Controls Management
Issue Management
Monitoring, Surveillance, and Testing
Quality Assurance
Risk Management
Analytical Thinking
Attention to Detail
Critical Thinking
Problem Solving
Written Communications
Decision Making
Innovative Thinking
Prioritization
Recording/Organizing Information
Research
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - Elma - 611 Jamison Rd - (NY7507) Pay and benefits information Pay range$70,000.00 - $104,400.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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Mountain Credit Union may also be known as or be related to MOUNTAIN CREDIT UNION and Mountain Credit Union.