Commercial Relationship and Servicing Supervisor
Plano, TX jobs
CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, and manufacturing partners.
This position combines high-level commercial account servicing responsibilities with strategic business relationship and sales functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilitie
s.
ESSENTIAL DUTIES & RESPONSIBILIT
IES Strategically engage with factories and dealers to manage high-value commitm
ents Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalabi
lity Identify operational gaps and lead resolution efforts through process redesign and documenta
tion Develop and maintain SOPs, training guides, and workflow documenta
tion Monitor KPIs and operational metrics, presenting insights and recommendations to leader
ship Lead cross-functional initiatives to align commercial lending operations with broader business g
oals Champion system enhancements and automation opportunities, including Solifi optimiza
tion Support internal audits and compliance reviews, ensuring adherence to regulatory and company stand
ards Serve as a liaison between account management and underwriting to ensure process align
ment Oversee and approve complex invoice and MCO transactions with minimal overs
ight Analyze credit line utilization trends and advise on optimization strate
gies Lead reconciliation of monthly billing statements and ensure financial accu
racy Facilitate payment processing and troubleshoot except
ions Coordinate third-party inventory inspections and lead resolution of audit discrepan
cies Perform payoff workflows, ensuring compliance and timely document deli
very Lead onboarding for new dealers, delivering expert-level training and sup
port Review and authorize pending orders, applying advanced credit and curtailment anal
ysis Ensure accurate and timely data entry into Solifi for approved or
ders Provide strategic payoff guidance to dealers and third-party len
ders Perform document distribution upon loan pa
yoff Implement delinquency management strategies and lead recovery eff
orts Partner with underwriting to assess and recommend credit line adjustm
ents Manage Help Scout communications and ensure timely resolution of escalated is
sues Foster long-term dealer and supplier relationships, acting as a strategic consul
tant Audit inspection reports and lead resolution of complex unit discrepan
cies Lead financial documentation collection for annual reviews, ensuring compliance and complete
ness Draft and execute formal collection communications, supporting legal and credit recovery eff
orts Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excell
ence Mentor peers and junior Account Managers on best practices and process adher
ence Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-ma
king Collaborate with the CPM Retail Sales team to process and route for approval dealer eligibility for retail financing prog
rams Drive floorplan sales for new and existing territories, managing the full sales pipeline from prospecting to c
lose Develop new and expand personal property and mortgage retailer relationships and loan vo
lume Scout and onboard new retailers in emerging territories, contributing to market develop
ment Represent CountryPlace Mortgage at trade shows, coordinating booth setup and marketing mater
ials Assist in developing internal training programs to support cross-functional collabora
tion Create compelling and compliant marketing flyers and trade show banners to support sales eff
orts Strengthen relationships with Regional Sales Managers (RSMs) and manufacturers to drive strategic align
ment
POSITION REQUIREMENTS, CAPABILITIES &
SKILLSStrategic, self-directed, and highly accou
ntable Excellent interpersonal skills and ability to build rapport across diverse teams and c
lients Proven ability to design and manage complex operational pro
cesses Exceptional interpersonal and leadership
skills Mastery of written, verbal, and presentation communi
cation Bilingual proficiency pre
ferred Expert-level proficiency in Solifi pre
ferred Proven ability to manage high-risk accounts and complex colle
ctions Consultative approach to client service, balancing business goals with relationship mana
gement Comfortable presenting to senior leadership, with the ability to translate operational data into actionable in
sights
MINIMUM QUALIF
ICATIONS Bachelor's degree required, in Finance, Accounting, or
Business3+ years B2B sales experience in manufactured housing, RV, or marine; floorplan and retai
l lending5+ years of Commercial manufactured housing floorplan experience in loan servicing, collections, and lending o
perations7+ years of experience in commercial loan servicing, collections, lending operations, banking or project m
anagement Advanced spelling and gramm
ar skills Working knowledge on applicable computer software systems to include Microsoft Office and internal
softwar
e
WE OFFERCompeti
tive SalaryMedical/Dental/Visio
n InsurancePa
id Holiday
s401K MatchG
enerous PTOFS
A/HSA PlansLife /Disability/Accidental Insurance and
much more!
Mission Critical OFCI/Commissioning Lead
San Antonio, TX jobs
You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please.
Now Hiring: Mission Critical OFCI/Commissioning Lead
Schedule: 5/10's + 8 hours on Saturdays
Start Date: As soon as a qualified candidate is identified
Project Type: Mission Critical Data Center
If you excel at coordinating complex equipment deliveries, managing vendor relationships, and ensuring commissioning activities stay on schedule, this role offers the chance to support high-visibility data center projects.
What You'll Do:
You'll serve as the central point of coordination for OFCI equipment from delivery through installation and commissioning. Your work helps keep testing phases (L2-L5) on track and ensures all vendors, subcontractors, and site teams are aligned.
Key responsibilities include:
OFCI & Commissioning Coordination
Manage the OFCI log, including equipment deliveries and push/pull ticket requests.
Request deliveries from offsite storage and integrators; resolve delivery conflicts and delays.
Use the Star Tool to request vendor resources for L2-L5 testing.
Vendor & Subcontractor Collaboration
Build and maintain a Smartsheet contact list for OFCI vendors and subcontractors.
Coordinate equipment deliveries with site superintendents to align with project schedules.
Drive communication between subcontractors and OFCI vendors to resolve installation concerns.
Inspection & Documentation Management
Oversee QC/Cx inspection documentation and ensure completion one week before H2C.
Manage Procore documentation, including equipment testing reviews and inspection tracking.
Validate that received OFCI equipment matches approved engineering submittals.
Project Tracking & Reporting
Maintain a delay log for delivery impacts, vendor responsiveness, and schedule issues; escalate as needed.
Track repairs and damages (including part reallocations and trade-related equipment damage).
Manage the generator fuel log and coordinate readiness notifications.
Track MCM dates in Smartsheet.
Meetings & Cross-Team Coordination
You'll lead or participate in several recurring project meetings, including:
Weekly OFCI Vendor Call: Delivery tracking, trades alignment, replacement coordination, schedule impacts, push/pull tickets.
Weekly meetings with site superintendents and electrical contractors: Installation alignment, concern resolution, and schedule coordination.
Weekly L2/L3 meetings: Drive observation resolutions, ensure documentation compliance, and update schedule needs.
Daily L4/L5 commissioning meetings: Support resolutions and ensure vendor/subcontractor resources are available.
Additional: Daily coordination, weekly client meetings, weekly OAC, and weekly MCM meetings.
If you're highly organized, thrive in fast-paced construction environments, and enjoy being at the center of project coordination on mission critical builds, this role offers a strong opportunity to contribute to impactful data center projects.
Manufacturing Supervisor (Midnights)
Buse, MN jobs
Job title
Manufacturing Supervisor (Midnights)*
Collaborate with Innovative 3Mers Around the World
Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Manufacturing Supervisor, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
Meeting facility and department objectives in safety, quality, service, productivity and employee engagement.
Respecting every individual and leading with humility. Driving a safety 1st culture at all times.
Coordinating staffing and communicating scheduling expectations to meet customer demands. Assisting production with quality issues (or equipment issues) to maintain quality product/material for our customers.
Utilizing resources to resolve process, maintenance, equipment, technical and personnel issues to maintain the production levels to meet the customer orders.
Providing leadership in the coordination and execution of training in the area. Ensure that employees receive safety training to maintain compliance and maintain a safe work area.
Approving and closing production reports to ensure production reporting accuracy. (in areas where applicable)
Ensuring administrative services such as audit standards, vacation planning, overtime, etc. are implemented and documented appropriately.
Recognizing, documenting, and helping to resolve any safety or ergonomic issues to maintain a safe work environment. Completing safety incident reports as necessary with follow-up to maintain a closed loop on safety.
Continuously monitoring housekeeping to ensure a clean and orderly working environment is maintained throughout the area.
Responding to emergency situations appropriately. Administering disciplinary corrective action (warnings, written plans, or suspensions) to resolve personnel issues.
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
High School diploma/GED or higher (completed and verified prior to start)
Five (5) years manufacturing and/or production leadership experience in a private, public, government or military environment
Additional qualifications that could help you succeed even further in this role include:
Bachelor's Degree (completed and verified prior to start) in related field.
Previous experience in supervision of direct hourly reports.
Excellent communication skills. (oral, written, and presentation)
Demonstrated success working in a cross functional team environment.
Ability to engage your team to align to a strategic plan.
Ability to drive and influence positive change.
Work location:
On-site New Ulm, MN
Travel: May include up to 5% domestic
Relocation Assistance: May be authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Responsibilities of this position may include direct and/or indirect physical or logical access to information, systems, technologies subjected to the regulations/compliance with U.S. Export Control Laws.
U.S. Export Control laws and U.S. Government Department of Defense contracts and sub-contracts impose certain restrictions on companies and their ability to share export-controlled and other technology and services with certain "non-U.S. persons" (persons who are not U.S. citizens or nationals, lawful permanent residents of the U.S., refugees, "Temporary Residents" (granted Amnesty or Special Agricultural Worker provisions), or persons granted asylum.
To comply with these laws, 3M must help assess candidates' U.S. person status.
The questions asked in this application are intended to assess this and will be used for evaluation purposes only. Failure to provide the necessary information in this regard will result in our inability to consider you further for this particular position.
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
Applicable to US Applicants Only:The expected compensation range for this position is $96,557 - $118,014, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ******************************************************************* Faith Posting Date Range 08/12/2025 To 09/11/2025 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Auto-ApplyOperations Lead
Echo, MN jobs
Under the direction of the Market Manager/Branch Manager, the Operations Lead is responsible for the leadership and management of the Tellers and Personal Bankers at their respective branch location. The Operations Lead will coach and develop employees while fostering the Bank's Core Values. Through collaboration with the Market Manager/Branch Manager, Senior Management, and President, the Operations Lead will implement new and updated procedures for their respective branch location.
This position will ensure quality service and effective customer support for all internal and external customers. The Operations Lead will accomplish these results through the effective management of their team of tellers and personal bankers. Utilizing a high degree of independence in solving problems and making decisions where only exceptions requires the concurrence of the Market Manager/Branch Manager. This position is also responsible for the administration and efficient daily operations of the branch location, including operations, product sales, customer service, and security and safety in accordance with the Bank's objectives, either directly or through subordinates.
This position will require an understanding of bank operations, products, systems, and lines of business including Core systems, deposit and loan documents, teller processing, and electronic baking platforms.
The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set.
Essential Functions:
To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Mentor, coach, and support the teller line and personal bankers in the areas of scheduling, accuracy, compliance accountability, cross-sell of bank products and delivering superior customer service.
Lead and supervise risk and the operations of teller functions to deliver exceptional customer service and colleague experience, and related processes.
Make decisions and resolve issues related to daily operations of the teller line and personal banking staff, under the direction of the Market Manager/Branch Manager.
Provide customer service to customers by opening new accounts, verifying account balances, processing stop payment orders, printing debit cards, resolving digital banking issues, assisting customers with safe deposit boxes, and back-up for teller line as needed.
Encourage teamwork, communication, and collaboration, while assisting in the ‘Can Do' spirit of the organization.
Assist in hiring, scheduling, training, and monitoring the work of all direct reports.
Assist in monitoring and auditing all teller and new account functions ensuring this area remains in compliance with bank policies and procedures as well as regulatory guidelines and applicable laws.
Plans, schedules, and coordinates department work activities resolving in the smooth data processing and operational functions.
Upholds complete confidentiality of information processed.
Handles complaints, arbitrates disputes and resolves grievances where only exceptions require the concurrence of the Branch Manager, Market Manager, and/or SVP-Sr. Operations Manager.
Demonstrates a strong commitment to customers and the Bank.
Performs job accountabilities with a high level of accuracy and timeliness.
Maintain effective communication to increase efficiency, satisfy customers, improve quality, and create solutions.
Work with management for effective conflict resolution along with maintaining skills for conflict management.
Problem solving and critical thinking skills will be a key part of the Operations Lead role and its responsibilities.
Prepares performance evaluations and takes corrective action as necessary to improve the performance of their direct report(s).
Provide knowledgeable, efficient, and accurate operational support for the bank's computer and accompanying programs.
Maintain good working relationships with customers and employees and promote a positive public image within the community.
Assists in administration of various bank programs, employee, and customer events.
Review, recommend, and implement new methods or workflows that increase the efficiency and effectiveness of daily operations.
Actively cross-sell all other bank services
Works to resolve issues and implements plans to address deficiencies resulting from Internal and/or external audit examinations.
Obtain and maintain a working knowledge of regulatory requirements as they relate to safety and soundness, compliance, and operations.
Assign the workload of the Operations Lead's direct reports, ensuring they are properly trained to perform their duties, evaluate their performance, and recommend any disciplinary action if necessary.
Assist the human resources department in staffing the Branch Operations Department which includes interviewing, hiring, promoting, and terminating.
Ensure proper coverage and staffing for all direct reports which includes reviewing and approving time off requests and timesheets.
All employees are expected to exemplify and follow our core values.
Regular attendance and punctuality when reporting to work.
Travel for trade and industry schools and seminars as needed.
This position may require installation of a Multi-Factor Authentication (MFA) app on an employee's personal mobile device. THE MFA apps are used to authenticate a user's identity to the system for security purposes.
Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank's policies and procedures.
Perform other duties as assigned and requested.
Core Values
Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest.
Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities.
Finds A Way - This simply put, is nothing more than attitude. It's a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.
Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day.
Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it's about ownership. When an employee says they will do something, they follow through and get it done.
Education and Experience:
Required - High School diploma or GED, Etc.
Required - Continuing Education to maintain job knowledge.
Preferred - Three to Five years of banking experience.
Preferred - Three to Five years of customer service experience.
Preferred - Proficiency in Microsoft Suites
The employer has the right to revise this position description at any time. The position description is not a contract for employment.
Citizens Alliance Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.
Supervisor, Private Equity / Hedge Funds (REMOTE)
Remote
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds team. Our primary goal is to provide exceptional customer service and administration servicing for our clients' assigned hedge and private equity funds. As a Fund Accounting Supervisor, you will act as an intermediary between the funds and their investment managers and serve as the official record keeper for the funds. You will also train and supervise the accounting analysts on the team.
What you will do:
Your skills in accounting will be used by pricing and maintaining timely records for hedge and private equity holdings using various external pricing resources. You will perform timely reconciliations regarding Net Asset Values and provide accounting reports. You are responsible to communicate the transactions associated with the fund(s) and work closely with internal and external clients to provide accurate and thorough accounting packages.
As the record keeper for the fund, you will be involved in the coordination and support of various year-end audit engagements in accordance with GAAP accounting standards. We will need you to perform due-diligence to ensure clients are in compliance with government laws and regulations.
You will train and supervise the accounting analysts on systems, processing, procedures, and job responsibilities. You will assist in managing a team environment that encourages self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Your due diligence and attention to detail during the review process of the fund accountant analysts work will be key to your team's success while striving for error free reconciliations and reporting.
You will correspond with external investment managers regarding day-to-day fund inquiries including reconciliations, coordinating scheduled deliverables, and escalation concerns. Client engagement and a dedication to quality service is a must for success.
You will assist the manager with conducting performance appraisals, monthly one-on-ones with the team analysts and provide career pathing and training. You will also ensure staffing requirements are met by participating in analyst interviews. You will team with the manager to provide and foster a team environment to include individual development, promotions and disciplinary action.
We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization.
You will have the opportunity to partner with a diverse team and grow your career.
What we need from you:
BA / BS in Business, Accounting, Finance, Economics, Mathematics or equivalent professional experience.
Minimum 2 years experience in the fund services industry, alternatives experience preferred.
Intermediate skills in Microsoft Excel.
The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality.
Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls.
Strong customer service skills as you will be communicating daily with your clients and other service providers.
What we would like from you:
A drive to broaden one's knowledge of the financial services industry by learning new concepts and systems and taking the initiative to apply it to daily work assignments.
Attention-to-detail to ensure that all deliverables consistently meet the highest standard of quality and accuracy
Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them.
Positivity and collegial approach in assisting both colleagues and clients and the ability to work in team environment.
Curiosity, critical thinking and attention to detail: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business.
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. *********************
Compensation:
The base salary pay for this role is $70,000 - $112,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval.
Work Location: Remote
SEI's competitive advantage:
To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.
We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.
SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please, please ensure you have reviewed and adhere to our AI use guidelines.
Auto-ApplySupervisor - Attest
Williamsville, NY jobs
Benefits & Perks:
With EFPR's 2080 Annual Hours Policy for Accounting professionals, EFPR continues to be leader in the Public Accounting Industry. 2080 combined with our Flex Policy, and our competitive compensation and benefits package, EFPR remains a destination employer. If you want to join a team that offers excellent opportunities for career development and advancement, please visit our website, here (************************************ E6CDkxY0H5DJ1zCW9xHl).
Description
EFPR Group is seeking a Supervisor with 3-5 years of experience to join its Auditing team in Buffalo. The supervisor will be responsible for insuring assigned engagements are completed in a timely fashion using the resources provided by the firm while maintaining the standards set forth by the firm's quality control document. The Company offers a unique environment that fosters individual growth and rewards performance.
Job duties include but are not limited to the following:
• Responsible for insuring the assigned engagements are completed in a timely fashion
• Perform duties with a minimum of supervision
• Supervise a team of 2-3
• Help train staff and senior accountants
• Interact with clients to facilitate workflow
• Learn and adhere to the firm's policies and procedures
• Conduct research, maintain proficiency in professional standards, and develop expertise within the Firm
• Able to handle multiple jobs at a time
• Able to assist with preparing and presenting at board meetings
Requirements
Qualifications and Skills:
• BS in Accounting required; 150-hour degree preferred
• Willingness to travel
• CPA exam in process a plus
• Prior Public Accounting audit experience a plus
• Strong verbal and written communication skills
• Effective leadership, interpersonal, organizational, technology and analytical skills
• Exceptional customer service skills
• Self-starter with the ability to handle and manage multiple priorities
• Strong organizational, problem-solving, and analytical skills
• Proficient computer skills in:
o Excel
o Word
o Outlook
• Attention to detail and accuracy
• Excellent organizational, verbal and written communication skills
• Multi-tasking
• Interpersonal skills for facilitating all firm billing with partners, bill managers and clients
• Possess the ability to listen and handle elevated situations as they arise and maintain professionalism in difficult conversations with staff and clients
• Ability to work in a fast paces, due date oriented environment
• Ask appropriate questions as needed
The position is based in Buffalo, NY. Consideration will be given to qualified employees if they wish to work remotely.
Salary Description $70,000 - $90,000
Tax Supervisor (Atlanta Office/Remote)
Atlanta, GA jobs
Tax Supervisor
Do you want a career without limits? Do you want to shape your own future and be surrounded by people who listen? If so, we have the perfect opportunity for you at Smith + Howard. Smith + Howard is a family of companies that offers tax, audit, accounting and advisory and wealth management services. We are headquartered in Atlanta with a national reach, while still offering a local firm flavor.
We offer competitive pay, excellent training opportunities and great benefits. You can help influence our culture and have the support and dedication from our leaders to help you achieve your career goals. Smith + Howard provides a great opportunity for professional growth and advancement within one of Atlanta's top firms.
If you are ready to make a career move and join a firm consistently named an “AJC Top Workplace” and a “Best of the Best Firms” (Inside Public Accounting), we invite you to complete our employment application.
Summary
In our tax supervisor role, you will communicate with our clients and get an understanding of their businesses and how we can help them be successful. This will include performing various aspects of tax compliance, projections, preparing responses to tax notices, assistance with special projects, and communicating with clients and building relationships.
Essential Functions
Assist in handling routine audits, questions, and notices from federal or state agencies.
Frequent client contact, especially with respect to updating clients on progress of outstanding items and answering basic questions.
Request appropriate information from clients and/or supervisors to prepare tax returns and other filings.
Act as a primary client contact on assigned clients.
Assist clients by advising of tax implications of their business objective and recommend alternate courses of action.
Successfully manage the planning, administration and conclusion of client engagements.
Prepare/supervise preparation of tax accrual workpapers.
Review tax law developments and determines which developments apply to clients.
Take supervisory responsibility for statutory due dates/tax control items and the due dates of other planning projects.
Serve as a technical resource for staff and promotes their understanding of technical issues.
Supervise staff in preparation of returns and use of technology as requested.
Assist with the presentation and delivery of in-house training.
Position Requirements
Bachelor's degree in Accounting/Finance or other relevant degree program
CPA license required
Two to five years of public accounting experience, preferred
Knowledge of basic accounting procedures and Generally Accepted Accounting Principles (GAAP)
Proficient in Microsoft Office applications
Ability to multi-task with excellent written and verbal communication skills
Must be able to meet assigned deadlines in a fast-paced, team environment
NetSuite Consulting Supervisor
Los Angeles, CA jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
The NetSuite Consulting Supervisor will lead SuiteBilling-focused projects and provide guidance to team members throughout the implementation lifecycle. This role requires strong project leadership, technical expertise in SuiteBilling, and the ability to manage client expectations while ensuring timely, high-quality delivery. The ideal candidate will also contribute to team development through training, documentation, and best practices.
Key Responsibilities:
* SuiteBilling Implementations & Assessments: Manage end-to-end SuiteBilling implementations, including requirements gathering, configuration, testing, and post-go-live support.
* Project Leadership: Oversee project timelines, budgets, and deliverables to ensure successful outcomes.
* Requirements Gathering: Collaborate with business stakeholders to capture, analyze, and document billing and revenue management requirements.
* Configuration & Quality Assurance: Configure SuiteBilling modules to meet complex business needs and compliance standards; develop and execute test cases and manage UAT.
* Use Case Development: Translate business requirements into functional use cases and scenarios to guide design and testing efforts.
* Team Guidance & Training: Mentor and train junior consultants, ensuring adherence to best practices and quality standards.
* Documentation: Create and maintain project documentation, including process flows, configuration guides, and training materials.
* Vendor Coordination: Work with third-party vendors as needed to support integrations and resolve issues.
Required Skills & Qualifications:
* Proven experience leading SuiteBilling implementations and assessments.
* Strong understanding of NetSuite ERP and SuiteBilling functionality.
* Excellent project management skills with the ability to deliver on time and within budget.
* Proficiency in requirements gathering, configuration, testing, and UAT.
* Ability to develop functional use cases and translate business needs into technical solutions.
* Strong communication and stakeholder management skills.
* Experience mentoring and training team members.
Preferred Certifications:
* NetSuite SuiteBilling Enablement Certification.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $101,000 - $203,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Easy ApplyManufacturing Supervisor - Off Shift
Maplewood, MN jobs
Collaborate with Innovative 3Mers Around the World
Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Supervisor on third shift, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by:
Driving world class EHS&R culture and performance into daily operations.
Leading pilot plant employees on third shift in meeting daily manufacturing needs by determining priorities and timetables, assigning resources / tasks, providing performance feedback and training on key manufacturing concepts.
Driving continuous improvement idea generation and executes action items to sustainable closer.
Resolving issues and conflicts related to direct reports.
Working in concert with other Supervisors to plan, organize and lead manufacturing activities and procedures.
Actively participating in relevant corporate programs/initiatives, complies with quality standards and corporate policies and procedures; acts in a manner consistent with 3M's values / ethical standard.
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
High School Diploma/GED or higher (completed and verified prior to start) from an accredited institution
Five (5) years of manufacturing experience in a private, public, government or military environment
Additional qualifications that could help you succeed even further in this role include:
Promoting a safe and sustainable working environment through safe behaviors, as well as recognizing and resolving safety related problems including incident investigation and safety improvement projects.
Demonstrated success in developing people and building a culture of trust and cooperation.
Experience with manufacturing production reporting systems and SAP
Diverse experience with manufacturing technology or operations
Strong communication skills and ability to interact on a broad basis (internal customers, employees and plant leadership)
Influence skills to support positive change acceptance within the work team
Bachelor's Degree or higher (completed and verified prior to start) from an accredited institution
Three (3) years previous supervisor/management experience in a private, public, government or military environment.
Experience leading daily tier management process.
Communicate written and verbally clearly and concisely and influence changes with operators as well as other plant employees and management team members.
Travel: May include up to 5% domestic
Relocation Assistance: Not authorized
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting
Applicable to US Applicants Only:The expected compensation range for this position is $96,557 - $118,014, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: ******************************************************************* Faith Posting Date Range 10/14/2025 To 11/13/2025 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.Pay & Benefits Overview: https://**********/3M/en_US/careers-us/working-at-3m/benefits/3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Auto-ApplyMortgage Loan Services Supervisor
San Antonio, TX jobs
It's about being the person that wants to see others succeed.
Are you always looking for innovative ways to help people? Do you love serving others and enjoy lending a helping hand regardless of the issue? Do you strive to lead by example and want to play an integral role in the development of your team? If so, then the Mortgage Loan Services Supervisor role might be for you!
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services.
Who you are:
As a Mortgage Loan Services Supervisor,
you
are our leader, providing guidance and support to every single team member on your team. In this role, you will be responsible for the coordination of mortgage loan workflow to maintain an efficient system through all stages of the mortgage process. Our supervisors have a genuine care for people and enjoy developing people and do it with integrity, caring and excellence in mind.
What you'll do:
Handle any escalated problems or inquiries regarding the mortgage loan process to ensure quality service is delivered in a timely manner
Assist in personnel training and performance reviews to continue the development of a department focused on cultivating the skills of its workers
Assist in the coordination of mortgage loan workflow to maintain an efficient system through all stages of the mortgage process
Maintain a high-level understanding of mortgage loan regulations and rules to better understand how to develop procedures
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Proficiency in Microsoft computer applications
Experience in lending operations
Excellent written and verbal communication
Demonstrated leadership skills
Demonstrated understanding of mortgage loan operations
Additional Preferred Skills:
Bilingual language skills
1-2 years of loan processing experience
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-ApplySeasonal Part-Time Tax Supervisor
Modesto, CA jobs
Job DescriptionDescription:
Located in Modesto, California, Atherton & Associates, LLP is a quality firm founded more than 50 years ago with a strong commitment to providing the highest possible level of service to our clients. We provide a wide variety of services for our clients that include tax planning and preparation, estate planning, accounting and auditing and general business advisory services. The many large and small family-owned businesses that we serve include the agriculture, food processing, cooperative, real estate, transportation, manufacturing, warehousing, medical industries, and professional services.
Atherton & Associates, LLP is seeking a self-motivated, experienced, client-focused individual to join our team as a Tax Supervisor to help us continue to provide the excellent client service that we are known for. This position is a seasonal opportunity lasting from January through April 15th, offering valuable hands-on experience during our busiest and most rewarding time of the year.
Roles & Responsibilities:
Builds and maintains client relationships through direct contact at appropriate levels of the organization on assigned engagements, consistently provides timely response to client and internal requests.
Takes responsibility for service quality, thoroughness, and accuracy, proactively works with client to gather data and follow-up on open items.
Stays current on regulatory and industry issues and shares applicable information with others.
Manages production of quality deliverables on time, in scope and within budget.
Effectively supervises, trains and develops associates and senior associates.
Delegates work effectively to ensure deadlines are met.
Acts as role model and mentor to new and existing team members by creating a positive work environment that fosters open communication among all team members.
Participates in and represents the Firm in networking events, develops relationships to produce new business.
Seeks business development opportunities through new or existing contacts.
Serves a supporting role in marketing programs and campaigns.
May be assigned as mentor to tax associates and senior tax associates.
Benefits:
Competitive Salary, Flexible working hours that allow for a healthy work-life balance.
Requirements:
Bachelor's degree, preferred concentration in Business Administration or Accounting from an accredited college or university. Concentration in finance, economics and mathematics will also be considered.
CPA license in the State of California, helpful but not required.
A minimum of 4 years in tax preparation (individual, corporate & Partnership).
Effective Supervisory and delegation experience with staff in planning, performing, and completing tax engagements.
Strong technology skills and proficiency with all aspects of Microsoft Office. Experience with ProSystem fx and CaseWare is a plus.
Ability to build relationships across lines of business to ensure client service excellence.
Passionate about developing associates and senior associates through delegation and training.
Ability to lead, prioritize, thrive, and adapt in a fast-paced, dynamic environment.
Excellent project management, analytical, interpersonal, oral and written communication skills.
Superior client service with the ability to manage multiple responsibilities simultaneously (multi-task).
Has a strong conviction and holds to the Firm's core values of integrity, commitment, excellence, innovation, and teamwork.
Tax Supervisor
Modesto, CA jobs
Full-time Description
Located in Modesto, California, Atherton & Associates, LLP is a quality firm founded more than 50 years ago with a strong commitment to providing the highest possible level of service to our clients. We provide a wide variety of services for our clients that include tax planning and preparation, estate planning, accounting and auditing and general business advisory services. The many large and small family-owned businesses that we serve include the agriculture, food processing, cooperative, real estate, transportation, manufacturing, warehousing, medical industries, and professional services.
Atherton & Associates, LLP is seeking a self-motivated, experienced, client-focused individual to join our team as a Tax Supervisor to help us continue to provide the excellent client service that we are known for. This position is located in our Modesto, California office on-site.
Roles & Responsibilities:
Builds and maintains client relationships through direct contact at appropriate levels of the organization on assigned engagements, consistently provides timely response to client and internal requests.
Takes responsibility for service quality, thoroughness, and accuracy, proactively works with client to gather data and follow-up on open items.
Stays current on regulatory and industry issues and shares applicable information with others.
Manages production of quality deliverables on time, in scope and within budget.
Effectively supervises, trains and develops associates and senior associates.
Delegates work effectively to ensure deadlines are met.
Acts as role model and mentor to new and existing team members by creating a positive work environment that fosters open communication among all team members.
Participates in and represents the Firm in networking events, develops relationships to produce new business.
Seeks business development opportunities through new or existing contacts.
Serves a supporting role in marketing programs and campaigns.
May be assigned as mentor to tax associates and senior tax associates.
Able to work extended hours as needed during peak busy periods or as needed to meet deadlines as well as partner and client expectations.
Benefits:
Competitive salary, Incentive Compensation Plan, Cafeteria Plan which includes 401K Plan, Health, Vision, Dental, Disability and Life Insurance, Medical and Daycare Reimbursement Plans. Signing bonus.
Requirements
Requirements:
Bachelor's degree, preferred concentration in Business Administration or Accounting from an accredited college or university. Concentration in finance, economics and mathematics will also be considered.
CPA license in the State of California, helpful but not required.
A minimum of 4 years in tax preparation (individual, corporate & Partnership).
Effective Supervisory and delegation experience with staff in planning, performing, and completing tax engagements.
Strong technology skills and proficiency with all aspects of Microsoft Office. Experience with ProSystem fx and CaseWare is a plus.
Ability to build relationships across lines of business to ensure client service excellence.
Passionate about developing associates and senior associates through delegation and training.
Ability to lead, prioritize, thrive, and adapt in a fast-paced, dynamic environment.
Excellent project management, analytical, interpersonal, oral and written communication skills.
Superior client service with the ability to manage multiple responsibilities simultaneously (multi-task).
Has a strong conviction and holds to the Firm's core values of integrity, commitment, excellence, innovation, and teamwork.
Salary Description Starts at $90,000 + Incentive Compensation, DOE
Foreclosure Supervisor
San Diego, CA jobs
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
The Supervisor, Foreclosures plays an important role in the organization by overseeing the day-to-day productivity of direct reports and monitoring reports to ensure department efficiency and meeting KPI's. The role is responsible for managing employees, setting objectives, and assigning work/projects related to area(s) of expertise and supervision. The Supervisor, Foreclosures also updates internal procedures and trains staff on existing, new and changed investor, federal and state regulations, and ensures document quality control for one or more of the following areas: bankruptcies, foreclosures, post foreclosure, evictions and REO's.
Compensation
This role is an exempt position with a Targeted Salary Range of $62,000 to $87,000.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
Essential Functions
Monitor overall pipeline and daily, weekly, and monthly metrics for the team to maximize productivity and efficiency and minimize detrimental losses.
Coach and hold team members accountable for timeliness, accuracy, and completeness of work, and ensure all regulatory compliance deadlines are met.
Hire, train, coach, discipline, and exit team members.
Monitor and communicate the status of files internally throughout the process; once supporting documents/notifications are processed, systems updated, etc.
Responsible for review and referral of new foreclosures.
Invoice batching review and approval.
Calculate fees and provide supporting documentation to generate invoices as required.
Review and approve files and supporting documentation for completeness.
Close files and retain them in accordance with required retention periods.
Respond to and coach team members on issues that represent higher risk/fall outside of scope of responsibility.
Update internal procedures to ensure compliance with investor guidelines, state-specific and federal consumer mortgage lending laws.
Work with business analysts to ensure systems are updated, tested, and audited to reflect modifications to policies and procedures.
Provide periodic status updates to senior management on productivity, trends, and issues.
Perform other duties as assigned.
Qualifications
Bachelor's Degree directly related to the position or equivalent, preferred.
Minimum 5 years' experience in mortgage loan servicing experience required.
Expert-level knowledge of mortgage foreclosures, defaults, and bankruptcies, including overall processes and inter-relationships, standards, and requirements, supporting documents, terminology, compliance, and regulatory requirements related to functional area(s) of expertise and supervision.
Ability to work in a demanding role that requires patience and professionalism while interacting with consumers experiencing financial and emotional stress.
Highly organized and detail oriented; ability to work in a fast-paced, deadline-driven environment required.
Basic math skills required.
10-key by touch preferred.
Familiarity with document retention software; AIQ and Blitzdoc preferred.
Excellent verbal and written communication skills required.
Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
Commitment to company values.
Customer Service - Proactive attention to each person
Integrity - Do and say what's right
Respect - Treat others with dignity
Collaboration - Listen and work together
Learning - Seek knowledge and strive for improvement
Excellence - Deliver the unexpected
Supervision
Job Scope: Responsible for understanding the department/functional area objectives and goals and how own job contributes to achievement of these goals; may contribute insights and ideas on policies, processes, procedures, and efficiency; may recommend changes and enhancements based on analysis and evaluation of circumstances
Complexity: Problems are often complex and specialized and may involve unprecedented circumstances; resolution requires investigation, analysis and review of professional/organizational standards
Impact: Decisions and actions have an impact on the smooth operation and timeframes of the department, programs/projects; impact on the broader organization is generally indirect
Interaction/Supervision: Acts as a mentor/guide to less experienced professional contributor staff in a similar role; works independently and only under general direction; guided by professional standards, desired outcomes, and project plan specifications
Direct Reports: 5-8 individuals
Requirements
Physical: Work is primarily sedentary; mobility in an office setting.
Manual Dexterity: Frequent use of computer keyboard and mouse.
Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio, e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Environmental: Office environment - moderate noise, no substantial exposure to adverse environmental conditions.
Mental: Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow. This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities. Must be able to adhere to process protocol. Must be able to apply established protocols in a timely manner.
Schedules: Work is primarily performed during the business week, Monday - Friday.
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
REQ#: FOREC017375
Tax Supervisor
Yuma, AZ jobs
The opportunity:
Our Tax Supervisors serve as leaders within our tax teams by training, solving problems, and answering questions for other team members. As part of the tax group, you'll be able to nurture relationships with clients and progress your career in this fast-growing firm. The role requires an analytical mind set - someone who thrives on problem solving, has sharp attention to detail, and embraces challenges.
Your key responsibilities:
Demonstrate an advanced understanding of principles of tax law.
Exhibit an advanced understanding of the tax levels of authority, legal precedents, rulings, and regulations.
Effectively prepare and apply tax knowledge to individual returns and complex business returns.
Provide research support to a transaction review process.
Prepare a completed and organized tax file, including appropriate supporting documentation for the tax return.
Perform high-level reviews for individual and complex business returns.
Develop positive working relationships with all clients.
Serve as a leader within the tax group and foster an environment of teamwork.
Provide resolutions and solutions for problems and issues.
Effectively exhibit communication, listening, and problem-solving skills including asking questions.
Comply with Firm practice management procedures and systems.
Stay informed on current topics including industry trends, exploring new ideas, and continually expanding knowledge base.
Exhibit an understanding of computer systems used in tax preparation process.
Ability to work with minimal supervision.
Demonstrate effective interpersonal skills.
Maintain a minimum of 40 hours of Continuing Professional Education (CPE) each calendar year.
Qualifications:
Bachelor's degree in accounting or related field is required.
A minimum of five tax seasons.
A fully licensed Certified Public Accountant (CPA) or fully licensed Enrolled Agent (EA) is required.
Experience in Public Accounting and multistate.
Experience working within Agribusiness and related industries is preferred.
Experience with ProSystem fx Tax and Engagement, CCH, RIA, BNA and other tax preparation / research software.
Ability to work extended hours during busy seasons.
What is in it for you?
Competitive compensation
Generous Paid Time Off (PTO)
Medical, dental, and vision benefit programs
401(k) retirement
Education reimbursement
Supportive career environments
Coaching and Mentoring Program
Internal learning opportunities
Paid membership to business, civic, and professional organizations.
Emotional well-being resources
Paid life and disability insurance.
Paid maternity and paternity leave.
Paid membership fees to the state Society of CPAs as well as AICPA.
Paid CPE
What can you expect?
Initial phone screening of qualified candidates.
Panel interview with a member of Human Resources and partners who this position will interact with for candidates who advance from initial phone screen.
Secondary panel interview with member of the team this position will be working with for those who advance from the first panel interview, if needed.
Candidates not selected at any phase of the process will be contacted to advise them of Frost's decision to move in a different direction. If you would like to check on your application's status, you can call Allison Nicholas via call ************. (Please allow at least 48 hours for applications to be reviewed.)
Who is Frost?
At Frost PLLC, we provide our clients with the personalized financial advice and services they need to succeed. With years of collective accounting and business advisory experience, we are well-equipped to handle any challenge our clients may face. Our services include tax, assurance, advisory, business valuation, litigation, and animal welfare - so no matter your needs, we have you covered.
We understand that respect and responsive communication is key to a successful relationship with our associates and clients. That's why we employ associates with a can-do attitude and maintain honesty, objectivity, and creativity. If you're looking for a full-service accounting firm that will put your best interests first, look no further than Frost PLLC.
Tax Senior, Sr Tax, Tax Sr., Public accounting, Tax Senior CPA, Senior Tax Associate, Sr. Tax Associate, CPA, Certified Public Accountant
Tax Supervisor
Yuma, AZ jobs
The opportunity:
Our Tax Supervisors serve as leaders within our tax teams by training, solving problems, and answering questions for other team members. As part of the tax group, you'll be able to nurture relationships with clients and progress your career in this fast-growing firm. The role requires an analytical mind set - someone who thrives on problem solving, has sharp attention to detail, and embraces challenges.
Your key responsibilities:
Demonstrate an advanced understanding of principles of tax law.
Exhibit an advanced understanding of the tax levels of authority, legal precedents, rulings, and regulations.
Effectively prepare and apply tax knowledge to individual returns and complex business returns.
Provide research support to a transaction review process.
Prepare a completed and organized tax file, including appropriate supporting documentation for the tax return.
Perform high-level reviews for individual and complex business returns.
Develop positive working relationships with all clients.
Serve as a leader within the tax group and foster an environment of teamwork.
Provide resolutions and solutions for problems and issues.
Effectively exhibit communication, listening, and problem-solving skills including asking questions.
Comply with Firm practice management procedures and systems.
Stay informed on current topics including industry trends, exploring new ideas, and continually expanding knowledge base.
Exhibit an understanding of computer systems used in tax preparation process.
Ability to work with minimal supervision.
Demonstrate effective interpersonal skills.
Maintain a minimum of 40 hours of Continuing Professional Education (CPE) each calendar year.
Qualifications:
Bachelors degree in accounting or related field is required.
A minimum of five tax seasons.
A fully licensed Certified Public Accountant (CPA) or fully licensed Enrolled Agent (EA) is required.
Experience in Public Accounting and multistate.
Experience working within Agribusiness and related industries is preferred.
Experience with ProSystem fx Tax and Engagement, CCH, RIA, BNA and other tax preparation / research software.
Ability to work extended hours during busy seasons.
What is in it for you?
Competitive compensation
Generous Paid Time Off (PTO)
Medical, dental, and vision benefit programs
401(k) retirement
Education reimbursement
Supportive career environments
Coaching and Mentoring Program
Internal learning opportunities
Paid membership to business, civic, and professional organizations.
Emotional well-being resources
Paid life and disability insurance.
Paid maternity and paternity leave.
Paid membership fees to the state Society of CPAs as well as AICPA.
Paid CPE
What can you expect?
Initial phone screening of qualified candidates.
Panel interview with a member of Human Resources and partners who this position will interact with for candidates who advance from initial phone screen.
Secondary panel interview with member of the team this position will be working with for those who advance from the first panel interview, if needed.
Candidates not selected at any phase of the process will be contacted to advise them of Frosts decision to move in a different direction. If you would like to check on your applications status, you can call Allison Nicholas via call ************. (Please allow at least 48 hours for applications to be reviewed.)
Who is Frost?
At Frost PLLC, we provide our clients with the personalized financial advice and services they need to succeed. With years of collective accounting and business advisory experience, we are well-equipped to handle any challenge our clients may face. Our services include tax, assurance, advisory, business valuation, litigation, and animal welfare - so no matter your needs, we have you covered.
We understand that respect and responsive communication is key to a successful relationship with our associates and clients. That's why we employ associates with a can-do attitude and maintain honesty, objectivity, and creativity. If you're looking for a full-service accounting firm that will put your best interests first, look no further than Frost PLLC.
Tax Senior, Sr Tax, Tax Sr., Public accounting, Tax Senior CPA, Senior Tax Associate, Sr. Tax Associate, CPA, Certified Public Accountant
Supervisor of Analytics Reporting
Remote
Credit Acceptance is proud to be an award-winning company with local and national workplace recognition in multiple categories! Our world-class culture is shaped by dedicated Team Members who share a drive to succeed as professionals and together as a company. A great product, amazing people and our stable financial history have made us one of the largest used car finance companies nationally.
Our Engineering and Analytics Team Members utilize the latest technology to develop, monitor, and maintain complex practices that help optimize our success. Our Team Members value being challenged, are encouraged to express their ideas, and have the flexibility to enjoy work life balance. We build intrinsic value by partnering with all functions of our business to support their success and make strategic business decisions. We focus on professional development and continuous improvement while enjoying a casual work environment and Great Place to Work culture!
The purpose of the Supervisor, Analytics Reporting position is to actively monitor and report on the performance of models in production. In addition, to coach and support a team in developing an increased knowledge of the systems and internal methodologies.
Outcomes and Activities:
This position will work from home; occasional planned travel to an assigned Southfield, Michigan office location may be required. However, this position is permitted to work at a Southfield, Michigan office location if requested by the team member.
Develop complex programming to extract and manipulate data
Create reports regarding key performance indicators (KPI's)
Investigate reporting trends
Run ad hoc data requests for key business users
Provide fraud related triggers reporting
Automate recurring reports
Models and strategies: Monitor and maintain complex statistical models with the goal of optimizing high volume decisions to add intrinsic value to Credit Acceptance
Reporting: Develop, produce, and support reporting to measure the performance of processes, models, and strategies
Ad hoc data analysis: Support and perform data analysis to solve business problems and drive better decisions
Translate business requirements: Translate high level business goals into the tasks and technical specifications needed to accomplish the goal
Provide reoccurring training, coaching, and mentorship to less senior level team members.
Knowledge and Skills:
Possess knowledge of the auto lending industry and related analytical tools
Ability to apply analytical skills to solve problems creatively
Act promptly and effectively when assigned tasks
Communicate complex information to others in a way they can understand
Work well with others in a team environment
Be proactive and make recommendations as opportunities arise
Be self-motivated and able to perform with minimal supervision
Requirements:
Bachelor's degree or higher (Computer Science, Economics, Mathematics, Statistics, Business Analytics, Finance, etc. - preferred)
5+ years professional experience with SAS, SQL, R, Python or other statistical programming language (SAS/SQL highly preferred)
3+ years of recent experience creating reports, reviewing for trends, and performing deep dive analysis in an analytical tool or in a business intelligence setting
2+ years of recent experience leading or mentoring an analytics team
Experience developing reporting to monitor predictive models
Ability to work on multiple competing priorities
Experience achieving objectives with minimal supervision
Strong analytical problem-solving skills
Strong attention to detail and a focus on accuracy
Experience mentoring or providing guidance to less senior team members
Apply analytical skills to solve problems creatively
Ability to extract and manipulate large data sets
Communicate complex information to others in a way they can understand
Demonstrated ability to work on projects with broad requirements
Preferred:
3+ years' experience in auto lending analytics
Recent small company experience.
Targeted Compensation: $115,000 - $153,000 base salary + an annual bonus plan
This position is not currently open to individuals who require sponsorship now or in the future to work legally for Credit Acceptance, such as H-1b / H-4 or F-1 OPT visa holders.
#LI-Remote
#zip
INDCSMP
Benefits
Excellent benefits package that includes 401(K) match, adoption assistance, parental leave, tuition reimbursement, comprehensive medical/ dental/vision and many nonstandard benefits that make us a Great Place to Work
Our Company Values:
To be successful in this role, Team Members need to be:
Positive by maintaining resiliency and focusing on solutions
Respectful by collaborating and actively listening
Insightful by cultivating innovation, accumulating business and role specific knowledge, demonstrating self-awareness and making quality decisions
Direct by effectively communicating and conveying courage
Earnest by taking accountability, applying feedback and effectively planning and priority setting
To create an environment where people do their best work, we focus on the dimensions of Organizational Health. All leaders must:
Identify the Right People by recognizing top talent
Set Clear Expectations by managing change and directing others
Train team members and focus on developing talent
Performance Manage by ensuring accountability and driving results
Create the Right Environment by establishing trust and managing conflict
Maintain the Right Number of team members needed to build an effective team
Expectations:
Remain compliant with our policies processes and legal guidelines
All other duties as assigned
Attendance as required by department
Advice!
We understand that your career search may look different than others. Our hiring team wants to make sure that this would be a fit not just for us, but for you long term. If you are actively looking or starting to explore new opportunities, send us your application!
P.S.
We have great details around our stats, success, history and more. We're proud of our culture and are happy to share why - let's talk!
Required degrees must have been earned at institutions of Higher Education which are accredited by the Council for Higher Education Accreditation or equivalent.
Credit Acceptance is dedicated to providing a safe and inclusive working environment for all. As part of our Culture of Compliance, we are proud to be an Equal Opportunity Employer and value our culturally diverse workforce. All qualified applicants will receive consideration for employment regardless of the person's age, race, color, religion, sex, gender, sexual orientation, gender identity, national origin, veteran or disability status, criminal history, or any other legally protected characteristic.
California Residents: Please click here for the California Consumer Privacy Act (CCPA) notice regarding the personal information Credit Acceptance may collect from you.
Play the video below to learn more about our Company culture.
Auto-ApplyeBanking Supervisor
Salinas, CA jobs
Full-time Description
If you're looking for an exciting career opportunity, you're in the right place.
West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area. We operate full-service branches in Aptos, Capitola, Cupertino, King City, Monterey, Salinas, San Luis Obispo, Santa Cruz, Scotts Valley and Watsonville.
Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California.
Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually.
Our success is driven by our exceptional team - experienced, knowledgeable and focused on delivering results!
National, regional and local honors we've received include:
Newsweek -
America's Best Regional Banks and Credit Unions 2025
American Banker
Magazine
-
Top 100 Best Performing Community Banks in the U.S., 10 years
Good Times -
Readers' Poll, Best Bank in Santa Cruz County, 13 years
Santa Cruz Sentinel
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Readers' Choice, Best Bank in Santa Cruz County, 10 years
Farm Bureau of Santa Cruz County and Agri-Culture - Al Smith Friend of Agriculture Award
Second Harvest Food Bank - Big Step and Platinum Awards for Holiday Food and Fund Drive
Santa Cruz Area Chamber of Commerce
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Business of the Year 2025, 2021 and 2018
The Pajaronian -
Best of the Pajaro Valley 2024 Readers' Poll, Best Bank
The Press Banner -
The Best of Scotts Valley 2024 Readers' Poll, Best Local Bank
Requirements
Position Overview
The eBanking Supervisor supervises a team of eBanking Specialists and provides professional, technical, product, support via email, telephone and in-person with our clients and bank associates. Works both independently and in conjunction with the eBanking Manager and Product Manager, bank associates and departments to ensure successful client experience in both implementation onboarding and daily servicing. This individual is responsible for leading the implementation effort, working closely with the client, the eBanking Manager, Product Manager and the Treasury Management Team.
This position is on-site at our Salinas location.
Essential Job Functions
Supervisor Responsibilities
Supervises eBanking Specialists daily operations to ensure a successful client experience while following best practices and processes.
Responsible for completing and monitoring implementation and onboarding of all eBanking products and services, including risk mitigation, quality control, and accuracy.
Responsible for ensuring existing products meet our client's needs and supported operationally within regulatory guidelines.
Responsible for safeguarding the bank by understanding and administering risk assessments, controls to reduce reputational risks and adherence to meet audit & compliance requirements.
Responsible for documentation preparation, customer service, product implementation, training, installation, and maintenance.
Establishes goals in alignment with Bank strategy and holds the team accountable for meeting goals.
Coaches and supports eBanking team and oversees their day-to-day work, providing clear and consistent expectations to ensure work is completed accurately and efficiently.
Identifies training opportunities to support the team's ongoing growth and development.
Monitors workload to ensure appropriate distribution and maintains staffing at levels to support efficiency of the department.
Handles escalation and customer service issues to a satisfactory conclusion and ensure timely follow up responses.
Collaborates and supports other departments and business partners.
Daily Functions
Ensuring the implementations/eBanking team is up to date on product knowledge, accountable for the onboarding client experience, and has the necessary skills to handle various internal and external inquiries regarding treasury management products.
Takes the lead in complex product implementations and troubleshoots problems and issues that may arise during the implementation process and/or post-implementation queries.
May take the lead or work with the eBanking Manager or the eBanking Product Manager for training and is accountable for the team's product knowledge.
Acts as a Tier 1 liaison with internal departments and third-party vendors regarding eBanking products and services issues.
Adhere to service level agreements with new setup, maintenance, support, client phone calls, emails, etc.
Provide consultative advice to Internal team members and introduce alternative solutions to the client where necessary.
Coordinate transition meetings with client Implementations/eBanking Specialists after complete implementation.
Ensure quality assurance is in place within the implementation process by identifying error trends and sources and providing solutions.
Assist eBanking Manager with development and training for internal/external clients in Online Banking and related Treasury Management products: Q2, ACH, Wires, RDC, Positive Pay, Bill Payment, and other products.
Facilitate timely issue resolution related to the implementations and serve as a point of escalation on behalf of the client.
Attend meetings and training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologies.
Daily review of operational reports, callback and tracking of team tasks and tickets,
Establish and cultivate relationships with internal teams and external clients by assisting with implementation strategies, issues and expectations.
Monitor ACH & RDC over-limit frequency with clients - review for permanent increase needs.
Conduct and process annual reviews of ACH & RDC limits.
Perform additional responsibilities and complete other projects as assigned.
Requirements
Minimum 5 years of banking experience.
Minimum 1-3 years of treasury management products and services experience.
Minimum 1-3 years of supervisory experience.
Bachelor Degree preferred or equivalent work experience.
Additional Eligibility Qualifications
Thorough Treasury Management Product Knowledge, knowing all features and functions.
The ability to deal with Complex implementations to diffuse situations, and offer solutions.
Excellent people skills, with an ability to partner with multiple business units and partners.
Possess personal qualities of integrity, credibility, and commitment to corporate mission.
Flexible and able to multitask; can work within an ambiguous, fast-moving environment while also driving toward clarity and solutions; demonstrated resourcefulness in setting priorities and guiding investment in people and processes.
Supervisory Responsibility
This position has overall supervisory responsibility with eBanking Specialists.
Position Type/Expected Hours of Work: This is a full-time position that regularly requires long hours and occasional weekend work.
Travel: Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.
Benefits:
Medical, dental, and vision plans.
Vacation, sick leave, paid holidays.
Paid volunteer time.
Employer paid life insurance, long term and short term disability.
401(k) with employer matching.
Ongoing training, professional development and career advancement opportunities.
Physical Demands:
The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard.
Specific vision abilities required by this job include close vision requirements due to computer work.
Light to moderate lifting may be required.
Regular, predictable attendance is required; including the occasional evening and weekend work as business demands dictate.
Travel between company locations as needed.
Work Environment:
The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic).
Ability to work in a confined area.
Ability to sit or stand at a computer terminal for an extended period.
Work Authorization
At this time, we are unable to provide visa sponsorship for employment. Candidates must be legally authorized to work in the United States without the need for current or future sponsorship.
Recruiting Agencies
We are not accepting unsolicited resumes or candidate submissions from third-party recruiters or staffing agencies for this position. Please do not send applicants.
Salary Description $80-$90k/year
Selling Supervisor
Costa Mesa, CA jobs
Selling Supervisors play a key role in ensuring sales goals are consistently met, a customer experience is priority and service standards are executed according to company guidelines. In addition to being a highly productive sales driver, this person will act as an extension of the management team as a leader and role model to all sales associates when it comes to service standards and adherence to company policy
Sales Generation
Meet personal and store sales goals
Continue to develop personal sales techniques and assist in the development of associates' sales techniques to maximize sales
Utilize elevated levels of sales and service to maximize sales performance
Demonstrate and in-depth knowledge of the merchandise
Ensure all sales related polices and procedures are maintained
Maintain a keen interest in the fashion industry and market trends
Operations
Collaborate with Management in areas of risk management, loss prevention, cash control, and inventory management
Assist in the training of sales staff in all areas of register usage and maintenance
Assist in all areas of stock, shipping, receiving protocols and policies
Merchandise/Visual
Ensures the selling floor is neat, organized, stocked, and reflects the correct visual image at all times
Assist in the implementation and maintenance of all merchandising / visual directives
Identify product concerns in a timely manner
Minimum 2 years specialty retail experience
Ability to work varied hours, nights, days and weekends to support the business needs
Back of House
Maintain store, employee area, stockroom and bathroom to Company standards
Assist in the preparation and execution of stores physical inventories and actively participates in resolving inventory discrepancies
Maintain standards of cleanliness and organization
Actively contribute and support in non-selling activities and loss prevention initiatives
Replenish stock and maintain high standards of merchandise and product presentation
Maintain your designated ‘area of responsibility'
Additional responsibilities may be assigned at the discretion of leadership
Auto-ApplyMember Experience Supervisor (Branch Supervisor) - Riverside, CA
Riverside, CA jobs
We believe that everything starts with leadership! If you have a passion for first-class service, collaboration, one team spirit, team development, and service to the community - we'd like to speak with you. The Member Experience Supervisor role supports branch leadership in delivering exceptional member service through the day-to-day operations. Supports the branch team as a mentor, trainer, and coach; performing supervisory duties as assigned.
Essential Functions and Responsibilities
Service
* Personally, provides exceptional member service; uses Service Standards in every work-related interaction.
* Ensures that exceptional member service is being provided to members and team members, at all times.
* Serves as a strong example of leadership in work ethic, professionalism, and conduct.
* Actively participates in and provides leadership for the team in meeting the goals of the department and the Credit Union by promoting a harmonious work environment that motivates others towards team participation, goal setting/accomplishment, and personal development.
* Ensures staff commitment to member service standards. This includes leading by example with a positive and professional tone and demeanor when assisting members and team members. Using courage and integrity to take action and provide friendly service at all times.
Daily Responsibilities
* Assists in development and execution of branch plans; identifies areas of opportunity and makes sound recommendations to improve member experience.
* Assists with branch talent planning; acts as a mentor, trainer, and coach by observing the team and providing on-the-spot feedback and continued guidance.
* Serves as a first point of contact for member escalations with the ability to resolve complex inquiries and conduct research to provide appropriate solutions that result in a positive member experience.
* Builds, cultivates, and manages positive relationships with team members throughout the organization; continuously advocates for the membership; makes swift decisions while balancing risk and service.
* Serves as a subject-matter expert; presents and facilitates at team meetings and Credit Union learning events.
* Assists with overall branch operations, such as; new account compliance, security controls, cash management, branch opening and closing, and audit integrity.
* Assists team members and members with complex loans transactions and/or inquires and act as an in-branch resource, identifying and offering appropriate member solutions.
* Personally, and proactively assists members with service needs; balances supervisory responsibilities while placing members first.
* Personally, participates and motivates teammates to assist at local Membership Development and community events, building strong relationships within the branch community.
* Assists in testing, training, and implementation of new system functionality, enhancements, or other organizational projects; Champions new initiatives, providing constructive feedback, and helping drive branch adoption.
* Performs supervisory duties, including but not limited to scheduling, planning, assigning, directing and evaluating team members' work; measures performance against goals; reviews efficiency and completeness of tasks; conducts performance reviews/coaching sessions, recommends salary increases, and develops higher levels of expertise in team members through coaching and training.
* Acts as leader on duty in the absence of more senior team members.
* Supports and assists at branches throughout the Arrowhead branch network.
* Regular and predictable attendance and punctuality.
* Maintains a working knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Identity Theft Red Flags and Office of Foreign Assets Control (OFAC) and complies with all federal and state laws/regulations as well as organizational policies, procedures, and processes applicable to area of responsibility.
* Other duties as necessary and assigned by the Supervisor to achieve the goal of the credit Union.
No aggressive sales goals - our focus is serving Members.
Benefits Include: (not a complete list)
Wellbeing
* Weekly pay
* 401K Retirement Savings Plan with company match
* Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays
* Paid sick leave (and increases with tenure!)
* Company-provided life insurance at twice your annual salary
* Financial Education Programs
* DoorDash DashPass
Health
* Medical, Dental, and Vision Insurance for part-time and full-time employees
* Modern Health
* Care.com subscription
* Teladoc
Career Development
* Career development opportunities
* Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program
To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation.
The pay range for this position is listed below.
Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity.
Pay range:
Minimum: $26.22/hour | Midpoint: $32.78/hour| Maximum: $39.34/hour
Supervisor, Branch
Livermore, CA jobs
Supervises branch member service and teller departments. Creates a productive, rewarding, team and service- oriented work environment that provides for the development of employees, while meeting all established goals and metrics of the Credit Union. Always Emulates and promotes the Credit Union's core values.
Essential Job Duties:
Leadership:
Liaise with HR and OD to recruit, onboard, develop, and retain high-quality staff.
Oversees the daily workflow of the department.
Provides constructive and timely one-on-ones and performance evaluations.
Effectively coaches, mentors, motivates, and manages the staff to ensure delivery of communications to employees in a timely and accurate manner while maintaining the Credit Union's high standard of quality.
Ensures that the department fosters a productive, rewarding work environment that provides for the development of employees; meets all established goals and metrics; and operates within the Credit Union's core values.
Lead and coach to ensure consistent member-focused service in every interaction.
Lead and support change initiatives, ensuring smooth transitions by fostering team buy-in, clear communication, and continuous guidance throughout the process.
Team Performance:
Ensure employees have the proper tools and resources to successfully perform the requirements of their job.
Plan and schedule staff effectively to achieve quality service goals and staff development plans.
Promote a safe, secure and functional environment for Credit Union members and employees.
Ensure availability, security and privacy of cash and negotiable items to provide member service and protect Credit Union assets.
Ensure that member and Credit Union information is treated with the utmost confidentiality and security to support the Credit Union's core purpose of being “our members' trusted partner”.
Uphold the Credit Union's compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures.
Report unusual or suspicious activity in writing to the Legal and Compliance Department.
Recommend and implement department improvements for efficiency, branch consistency, and cost effectiveness.
Manage branch-related risks, making sound decisions in a manner that provides maximum service value to members and minimal risk to the Credit Union.
Provide training and ensure adherence to internal controls, procedures and security guidelines to minimize risk to the Credit Union and its employees.
Plan and contribute to the budget process, recommend staff and department additions and focus on maintaining department expenses within the approved budget limits.
Complete annual BSA and OFAC training.
Performs other duties as assigned.
Member Service Operations:
Develop and maintain strong relationships with all Sunward stakeholders, exhibiting the Credit Union's core values to enhance membership growth and loyalty.
Collaborates with Retail Leaders to build a growth culture focused on exceeding the needs of our members, create and implement internal growth plans, track progress of activities
Assist with management of the overall member service and sales process within the branch by:
Providing service and sales coaching and feedback to employees
Actively listening to and assessing the needs of the member, explaining the features and benefits of targeted products and services, and offering targeted solutions to meet the member's needs
Requirements
Required Skills/Abilities:
Excellent interpersonal and negotiation skills.
Excellent organizational skills and attention to detail.
Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication.
Strong organizational skills in managing multiple initiatives.
Strong analytical and problem-solving skills.
Education and Experience:
Minimum 4 years' combined experience in a financial institution, supervisory role, or related experience
Minimum bachelor's degree equivalent, or, more than 4 years' of related experience.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 20 pounds at times.
Salary Description $71,092.80-$88,866.00 (Depending on Experience)