National Exchange Bank & Trust Remote jobs

Job DescriptionDescription: The Account Executive (AE) role at Recovery.com is pivotal to our mission of connecting individuals with the right treatment centers to support their recovery journey. AEs are the frontline ambassadors of our brand, responsible for nurturing client relationships and ensuring that our advertising partners achieve their business goals. How you know you're being successful You have high client retention and expansion You meet or exceed monthly and quarterly revenue targets You maintain strong satisfaction scores across your account base Work Location Remote within the North East; proximity near a major airport preferred We'll expect you to do things like Establish and maintain strong relationships with treatment centers Act as the budgetary point of contact and trusted advisor for clients, addressing their needs and concerns around budget expansion and contraction promptly and effectively Participate in initial performance reviews to ensure client satisfaction and optimal budget allocation Develop and implement strategies to expand client budgets and increase revenue where appropriate Reach out to the customer to request a call or facilitate a budget expansion conversation at the next performance meeting, if applicable Achieve and maintain a high client and revenue retention rate, with net revenue retention exceeding 100% Identify good-fit customers for Recovery.com that have high-growth potential Ensure a high level of client satisfaction as measured by surveys and feedback Establish KPIs or campaign goals during discovery, including a target CPA benchmark Successfully manage client budgets to ensure optimal ad spend and prevent over-delivery Actively represent our company and engage with the Recovery.com community on major social media platforms, such as LinkedIn Collaborate cross-functionally and take initiative to solve problems and drive results Required Qualifications 3+ years of experience in a similar role (sales or as a customer-facing representative) Experience managing and maintaining client relationships Industry experience in digital marketing sales, or SaaS preferred Strong written and verbal communication skills What we think will improve your chances of success Previous experience in a Customer Success, Sales, or customer-facing role Experience or ability to learn and multitask across platforms, including our CRM system Additional working or volunteer experience in the mental health or addiction recovery sector Demonstrated time management and prioritization skills Experience working with cross-functional teams to achieve business development or sales KPIs Travel Expectations Approximately 20-30% travel for company gatherings, as well as client visits and conferences across the Northeast territory, which includes: ME, VT, NH, MA, RI, CT, NY, NJ, PA, DE, MD, DC, VA, and WV. Compensation The base salary range for this position is $80,000-95,000, plus $40,000 commission (uncapped) and eligible benefits. Compensation may be adjusted based on tenure and experience. Total Compensation: $120,000 - $135,000 OTE (base plus commission) Equity Options In addition to your cash compensation, you will receive options to buy stock in Recovery.com at a set strike price. These options will vest on a four-year schedule and present an exciting opportunity to benefit from the upside of our company's growth. Quarterly Bonus An additional 10% of base earnings is paid out quarterly when the company meets its revenue target. Benefits and Perks This role is eligible for the following benefits and perks: Medical, Dental, and Vision Insurance (100% of premiums paid for employees, 50% of premiums paid for dependents) Short- and long-term disability and basic life insurance 401K (100% company match up to 3% and 50% on the next 2%) Paid time off, paid holidays, and leaves of absence Education Assistance (for educational coursework directly related to your role) Flexible hybrid and work-from-home policy Physical Requirements Sit down and operate a computer for extended periods Able to work in an open office environment Lift items weighing up to 15 lbs About Recovery.com Each year, 90% of people who need addiction treatment don't receive it. One of the major reasons is the difficulty in finding a treatment provider, and as people increasingly turn to the internet over family, friends, or medical professionals to find care, Recovery.com is making a difference in thousands of people's lives by providing a comprehensive, user-friendly resource for finding addiction and mental health treatment. Launched in 2017, Recovery.com is a late-stage startup based in Madison, WI, on a mission to be the the most trusted online resource for connecting patients and mental health providers. We are rapidly growing and profitable, and looking to aggressively capture the market opportunity as we scale to $100M ARR over the next 4 years. Our core values aren't just words to us! They define who we are and how we work. People who are successful at Recovery.com: Regularly show compassion and empathy for customers, patients, and fellow colleagues Display vulnerability by demonstrating authenticity with themselves and encouraging it in others Strive for growth and humbly seek to improve in all aspects of work Demonstrate joy and a positive attitude in every interaction, from office conversations to solving difficult problems Exhibit accountability by not only fulfilling their own responsibilities, but helping others in their work as well Embrace creativity by testing the norms and being open to new ideas Equal Opportunity Statement Recovery.com is an equal opportunity employer committed to diversity and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, veteran status, gender identity, race, religious beliefs, disability, sexual orientation, age, or any other protected characteristic. We value the talents of individuals from all backgrounds and actively seek a diverse workforce. Requirements:

Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment Becomes proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions which requires a basic understanding of a risk product. Resolves routine problems by following defined standard process and evaluating solutions. Takes responsibility of the client experience to make a difference by connecting with the client and seeing things from their point of view. Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards. Fosters a professional relationship with our clients to enhance brand loyalty. Exhibits consistent and appropriate style and customer focused approach to a variety of customers and customer situations. Uses available resources to effectively and accurately complete routine cases. Qualifications Position Summary As a Customer Service Representative at Northwestern Mutual, you will be a key ambassador of our client experience. As part of our client service operations, you will engage with clients and financial representatives across multiple channels, expertly resolve inquiries and process transactions related to insurance, investments, or other financial products, and contribute to a culture that values proactive problem solving and continuous improvement. We are committed to providing exceptional support and are proud to welcome bilingual candidates-particularly Spanish speakers-as we strive to serve our diverse clientele. This is a Hybrid role for Franklin, WI 3 days on site and 2 days' work from home - Start Date February 2nd, 2026. Key Responsibilities Client Engagement: Provide prompt, accurate, and courteous service to clients and financial representatives via phone, email, and potentially other digital channels. Deliver personalized support by understanding customer needs and offering tailored solutions within the scope of Northwestern Mutual's products and services. Issue Resolution: Handle both basic and intermediate (semi-complex) inquiries with a clear understanding of our insurance, investment, or related financial products. Use defined processes for routine issues while applying critical thinking to suggest effective solutions for non-standard situations. System Navigation & Accuracy: Efficiently navigate multiple proprietary and standard software applications to process requests with exceptional attention to detail and accuracy. Maintain high accuracy in data entry and case management, ensuring client information is handled securely and confidentially according to industry regulations and company policy. Relationship Building: Develop professional and empathetic relationships with clients and Financial Advisors. Enhance the overall client experience and build brand loyalty through proactive communication, follow-ups, and quality service. Continuous Improvement: Embrace change in a dynamic environment and actively contribute ideas for process enhancements to improve efficiency and client satisfaction. Participate in ongoing training sessions and professional development opportunities to stay current with products, services, regulations, best practices, and technological advances. Required Qualifications An Associate's degree in Business, Finance, or a related field, or an equivalent combination of education and professional experience. Exceptional verbal and written communication skills with a strong customer-focused mindset. Strong organizational and multitasking abilities in fast-paced settings. Demonstrated proficiency in using modern software packages and navigating multiple complex systems. A proactive approach toward problem solving with a commitment to continuous learning and accuracy. Skills You Have Customer Service Mindset (NM) - Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions. Customer Support (NM) - Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently. Change Adaptability (NM) - Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements and changes and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation. Client Advocacy (NM) - Translates customer issues and pain points into requirements, represents client's best interests. Analyzes customer feedback to understand client needs and communicates client sentiment to product teams and relevant stakeholders. Analytical Thinking (NM) - Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes. Adaptive Communication (NM) - Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences. Quality Acumen (NM) - Demonstrates thorough understanding of the professional domain, adheres to established industry standards, and exhibits effective consultative behaviors. Continuously enhances knowledge through learning and experience, implements best practices consistently to provide better solutions, exceptional quality of service, and offers a seamless user experience. Why Join Northwestern Mutual? Growth Opportunities: We are invested in your professional development and provide clear pathways for career advancement within a stable and respected company. Inclusive Culture: We foster a diverse and inclusive environment that encourages collaboration, integrity, and mutual respect. Impactful Work: Your role directly influences client satisfaction and financial security, contributing to the overall success of our clients and the company, making a measurable This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: Pay Range - End: Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Team at Northwestern Mutual Greater Madison! We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alexs Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, wed love to meet with you! Our supportive network office is located: 1600 Aspen Commons, Suite 900 Middleton WI 53562 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tanner Hahn, Financial Representative How long with NM? Since August 2020. Previous experience? Banking and retail. Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports, Elijah Holmes, Financial Representative How long with NM? Less than 1 year. Previous experience? Pre-college advisor for a college prep program. Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner. William Jordan, Financial Advisor How long with NM? 7 years. Previous experience? Intern at NM and pizza delivery driver during college. Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville. Sandy Botcher, Managing Partner How long with NM? 24 years. Previous experience? Junior high teacher and litigation attorney. Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning. Michael Ciske, Financial Representative How long with NM? Started September, 2023. Previous experience? Army medic for 16+ years and office manager at a dental office. Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, with training and sponsorship available. Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Job Details OCO Oak Creek - Oak Creek, WI Full TimeDescription OUR CORE VALUES: The Help Desk I will be expected to act in a manner which is in accordance with Guardian Credit Union's values: 1. Relationships - We treat each other, our members, and our community with respect. 2. Accountability - We hold ourselves to a higher standard. 3. Teamwork - We work together to reach our goals. 4. Honesty - We believe in conducting ourselves with honesty, integrity, trust, and fairness. ESSENTIAL FUNCTIONS: 1. Provides level 1 help desk support, including on-call, for GCU Employee requests and, if necessary, for member-related issues. Provides courteous, effective and timely resolution of basic user issues and provide updates to users for more complex issues. Typical requests include account creation, account unlocks, password resets, and basic troubleshooting of end-user issues. Escalates advanced issues to Help Desk II or MIS management as necessary. 2. Performs daily and period-end (monthly, quarterly, yearly) processing items according to the core operations schedule and procedures, maintains a record of computer jobs completed. 3. Documents issues and resolutions in the help desk system knowledge base 4. Assists with monitoring and identifying PC and core operational issues. Informs MIS management of detected interruptions, outages or any maintenance problems. 5. Assists with building PCs according to procedures, assist with deploying peripheral devices including monitors, printers, signature pads, etc. SECONDARY FUNCTIONS: 1. Performs MIS project and maintenance work as assigned. 2. Assists in preparation and maintenance of MIS schedules. 3. Assists in disaster recovery planning and testing execution. 4. Helps maintain MIS system documentation and inventory databases. 5. Continually seeks to improve processes using a team approach to problem solving. 6. Serves as back up to department staff and other duties as assigned. Qualifications SKILLS AND ABILITIES REQUIRED: 1. High degree of accuracy and attention to detail. 2. Ability to understand data processing procedures and principles, credit union operations, and credit union philosophy. 3. Ability to make independent decisions since some duties require evaluating numerous elements and alternatives. 4. Ability to identify problems of system hardware and software and solve basic issues related to such problems. 5. Ability to record data and maintain reports with high degree of accuracy and organization. 6. Must possess interpersonal skills necessary to effectively interact with management, staff, and vendors. 7. Maintains confidentiality, uses good judgement. 8. Must present a professional, business-like appearance and manner. 9. Must be willing and able to work any shift within a 24-hour period and on holidays and weekends. 10. Must be bondable. EDUCATION/EXPERIENCE: Any combination equivalent to education and experience that provides the required knowledge and skills is qualifying. Typical qualifications would be equivalent to: Completion of a high school degree and some post-secondary education or hands-on experience in computer concepts and operations. WORK ENVIRONMENT: While performing the duties of this job, the employee regularly works in an office setting. This position is located at our Oak Creek office, and the duties of this job can be regularly performed in an office setting or remotely. Remote capabilities and scheduling are determined on a case-by-case basis. Working remotely on Saturdays will be allowed after position is established. All remote work must follow GCU's Telecommuting Policy. PHYSICAL DEMANDS: The ideal candidate must be able to complete all physical requirements of the job with or without reasonable accommodation. 1. Some lifting (up to 30 pounds) 2. Ability to remain in a stationary position 75% of the time. 3. Ability to position self to set up workstations and maintain computers. 4. Ability to constantly operate a computer and other office productivity equipment. 5. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. TRAVEL: Majority of work will be carried out at the Oak Creek, WI location with local travel to other branches in Milwaukee and Waukesha counties as required. HOURS: This is a full-time position with a monthly rotation schedule. Three weeks schedule of Monday - Saturday and then the fourth week a schedule of Monday - Friday. Occasional work outside of normal business hours and on weekends maybe required. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Job Description What's the role? Our Client Accounting Services (CAS) Supervisors are a key part of the CAS team, working with clients to provide support for bookkeeping, payroll, and QuickBooks, always ensuring compliance with GAAP and related tax rules and regulations. This includes: Providing full charge bookkeeping services to multiple clients using QuickBooks. Processing payrolls, including direct deposits, and generating monthly/quarterly/year-end statements. Providing QuickBooks support and consulting, including training clients on managing their records in QB on an as-needed basis. Supporting the client by providing a catch-up of the year's financial activity to produce the tax return. Managing a book of business and delegating work to other CAS team members. What experience and skills do I need to be successful? 3+ years in a similar role within a public accounting firm. Two-year Associate Degree in Accounting preferred or equivalent level of bookkeeping experience. Knowledge of generally accepted principles of accounting. Intermediate to advanced skills in QuickBooks software. Great Perks and Benefits: Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunities to grow your career within the firm. In addition: Onsite, hybrid, or remote work arrangements. Remote work allowed for candidates with 3+ years of directly related experience. Relocation packages include the ability to work remotely during the transition to the area. Competitive medical, dental, and vision insurance plans. FSA/HSA account options. Paid Time Off (PTO). 401k employer matching program to save for retirement. Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education. Supplemental insurance options for life, AD&D, STD, LTD, and critical illness. Bonuses for helping with business development leads. Incredible potential for upward mobility and career growth. What will my schedule look like? This role supports our office hours of Monday-Friday 8a-5p with a steady 40 hours per week. Generally, overtime is not expected except during January and February when the CAS team works about 50 hours per week for year-end. Unlimited overtime is available January-March and May-September the office closes at noon on Fridays for summer hours. How do I join? First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team. What else are you hiring for? See all MBE CPA's openings on their website or reach out to our Lead Recruiter, Jazmine Hoile, on LinkedIn. More about the MBE Affiliate Group: MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

The Manager of the Top Advisor Team within Investment Client Services will lead a high-performing group dedicated to supporting the firm's most successful advisors. This role combines strategic leadership, operational excellence, and deep industry expertise to deliver exceptional service and drive advisor success. Key Responsibilities: Leadership & Team Development Lead and develop a team of professionals, including staffing, mentoring, performance management, and succession planning. Foster a culture of accountability, collaboration, and continuous improvement. Strategic Oversight & Operational Excellence Define team purpose, clarify roles, set milestones, and establish success measures. Drive innovation and scalability while ensuring compliance with regulatory and program guidelines. Translate regulatory and program changes into actionable steps to minimize risk and operational disruption. Service Delivery & Risk Management Ensure high-quality, cost-effective service delivery by managing operating plans, budgets, and service-level goals. Oversee complex escalations related to staff, cases, processes, and systems from both home office and field operations. Conduct timely quality reviews and audits to maintain compliance and mitigate risk. Collaboration & Relationship Management Partner closely with financial advisors and staff to resolve complex cases and enhance operational success. Collaborate with internal teams (product, compliance, supervision, engineering) and external vendors to drive improvements. Represent the division in projects and initiatives, serving as SME or project lead from concept through completion. Industry Expertise & Continuous Improvement Apply deep knowledge of securities trading, investment products, and regulatory frameworks. Recommend product and system enhancements to improve advisor productivity and client experience. Identify and implement process or technology improvements to reduce costs and increase efficiency. Field Engagement & Change Leadership Serve as a key liaison to top advisors and their teams, including in-person visits, conferences, and industry events. Lead change management initiatives across the organization, ensuring smooth adoption and minimal disruption. Additional Responsibilities Support dedicated trading platforms and vendor relationships. Assist with planning and execution of home office and field events. Stay current on industry trends and proactively communicate implications to stakeholders. Qualifications: Bachelor's degree in business, investment operations, or equivalent experience. Minimum 7 years of investment experience, including 2+ years in operational management leadership. Strong technical knowledge of financial services operations; brokerage and advisory trading experience preferred. Experience with Pershing and Envestnet a plus. FINRA Series 7 and 24 required. Proven ability to manage complex projects, lead teams, and adapt to changing business needs. Exceptional relationship-building skills and ability to influence across multiple stakeholders. Strong business acumen, strategic thinking, and ability to anticipate future trends. This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 24 - FINRA, Series 7 - FINRA Compensation Range: Pay Range - Start: $84,350.00 Pay Range - End: $156,650.00 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Park Bank is a local community bank that has been serving Madison and Dane County for almost 60 years. We are deeply committed to building lasting relationships, supporting local businesses, and investing in the communities we call home. At Park Bank, you're not just joining a workplace - you're becoming part of a team that values integrity, collaboration, and making a real difference. Park Bank is hiring our next Senior Underwriter, and we want to talk with you! As a Senior Underwriter, you'll play a key role in helping Park Bank maintain its reputation as a trusted, community-focused lender. You'll join a knowledgeable team that's passionate about supporting our Madison-area clients through responsible and thoughtful lending practices. In this role, you'll be the go-to expert for complex residential mortgage and consumer loan submissions, working closely with Mortgage Advisors, Processors, and Closers to ensure every loan meets our high standards. You'll bring strong analytical skills, attention to detail, and deep understanding of underwriting guidelines to the table - helping us make smart, compliant lending decisions that support our clients' goals. There is also an exciting opportunity to expand your skill set by learning and contributing to our loss mitigation efforts. If you're looking to grow your career in a place where relationships matter, community impact is real, and your expertise is valued, then Park Bank might be your next. Location: 1815 Greenway Cross, Madison, WI 53713 Essential Functions & Duties Calculating income, debt-to-income ratios and loan-to-value to ensure results meet appropriate lender guidelines Providing a synopsis of loan strengths and weaknesses on in-house loans Ensuring accuracy of FNMA Desktop Underwriter findings Building strong relationships with internal staff including Mortgage Advisors, closers, Mortgage Processors and the Loan Servicing department Other duties as assigned Requirements Required Education and Experience High school diploma or equivalent 5+ years' experience in Underwriting or related work; or equivalent combination of experience and education Preferred Education and Experience Post-secondary degree/classes Basic math skills, knowledge of underwriting, and compliance regulations Computer proficiency and financial software experience Strong attention to detail with solid organizational and time management skills Ability to work independently and handle multiple priorities under pressure of time constraints Excellent customer service, written and verbal communication skills Why Work for Park Bank? Robust Benefit Package Including Medical, Dental, Vision, etc. Four Different Benefit Packages to Choose What Fits Your Needs Best 10 Paid Holidays (Including Your Birthday) PTO That Increases Each Year of Service Generous 401K Company Match Wellness Reimbursement Program Associate Resource Groups (ARGs) Eligibility to participate in Bank-wide Bonus Program Hybrid Work Schedule Available And more! Park Bank is a drug free workplace. All candidates selected for new employment with Park Bank will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test. Credit, Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws. Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status and protected veteran status. Park Bank is committed to providing individuals with disabilities with reasonable accommodations in its job application and hiring process. If you have difficulty using our online application system because of a disability, you may contact us at the following email address and phone number: *************************** or ************. The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired. Through UnitedHealthcare, UMR and HealthSCOPE Benefits is the published Machine-Readable Files on behalf of Park Bank. Please click to review: Transparency in Coverage

**Our mission is to make higher education accessible and affordable for everyone.** We empower students with financial support and supercharge their ability to pay down their debt, so they can get on the right financial track, fast. We build tools that help people feel in control of their financial future, including: + **Private student loans** - low rates, people-first service, and flexible payments. + **Student loan refinancing** - break free from high-interest rates or monthly payments. + **Scholarships** - access to thousands of scholarships to help students pay less. Earnies are committed to helping students live their best lives, free from the stress of student debt. If you're as passionate as we are about our mission, read more below, and let's build something great together! Title: Staff Software Engineer Duties: The Staff Software Engineer (Multiple Positions Open) at Earnest LLC in Oakland, CA will drive the technical strategy and execution for our engineering teams. Lead the development of a scalable, high-performance lending ecosystem from customer onboarding to checkout. Architect and build customer-centric financial products, ensuring a frictionless and optimized user experience and orchestrating large-scale financial transactions. Define and execute the technical vision and best practices for a high-performing engineering team. Lead architectural decisions to enhance scalability, reliability, and efficiency of the lending platform. Collaborate with Product, UX, and Business teams to align technology with strategic goals. Design, build, and maintain customer-facing lending applications using Node.js, TypeScript, React/Redux, Angular, Sequelize, PostgreSQL, and Docker. Develop and optimize high-quality, testable code, implementing unit and integration tests with Mocha, Chai, Sinon, and Sequelize. Ensure performance, security, and scalability through best-in-class software engineering practices. Identify and resolve defects through debugging, profiling, logging, log analysis, tracing, and FullStory session replays. Oversee code deployment to Staging and Production environments. Partner with Quality Engineers to address issues found in testing and improve automated testing coverage. Lead and participate in Agile ceremonies. Break down product requirements into engineering deliverables in Jira. Review and provide critical feedback on Product Requirements Documents, Epics, and User Stories, influencing the technical and business roadmap. Recommend alternative technical solutions to optimize delivery speed, enhance customer experience, and reduce costs. Maintain technical documentation. Contribute to Earnest's DevOps culture and participate in rotating on-call support for production applications. Position is 100% remote. Salary: $207,585 per year. Requirements: Bachelor's degree in Computer Science, Software Engineering, or a closely related field, plus 3 years of software development experience. The 3 years of experience must include 3 years of experience with each of the following: (1) building highly distributed microservices; (2) SQL databases, including PostgreSQL, and caching, performance, monitoring, and scalability; (3) server- side technologies, including Node.js, Typescript, and Javascript; and (4) client-side technologies, including React Native and Angular. Must include two years of experience with: AWS or similar cloud-based infrastructure; and leading the architecture, design, development, and deployment of large-scale projects. This notice is subject to Earnest LLC's employee referral program. Interested candidates can apply online at *********************** [earnest.com] or send a resume to **************************** and reference job code 058. A little about our pay philosophy: We take pride in compensating our employees fairly and equitably. We are showcasing a range of your potential base salary based on the roles location. The successful candidate's starting pay will also be determined based on job-related qualifications, internal compensation, candidate location and budget. This range may be modified in the future. Pay Range $207,585-$207,585 USD **Earnest believes in enabling our employees to live their best lives. We offer a variety of perks and competitive benefits, including:** + Health, Dental, & Vision benefits plus savings plans + Mac computers + work-from-home stipend to set up your home office + Monthly internet and phone reimbursement + Employee Stock Purchase Plan + Restricted Stock Units (RSUs) + 401(k) plan to help you save for retirement plus a company match + Robust tuition reimbursement program + $1,000 travel perk on each Earnie-versary to anywhere in the world + Competitive days of annual PTO + Competitive parental leave **What Makes an Earnie:** At Earnest, our people bring our cultural principles to life. These principles define how we work, how we win, and what we expect of ourselves and each other: + **Every Second Counts** : Speed is our competitive advantage. Our customers need better solutions, and the faster we execute, the greater our chance of success. + **Choose To Do Hard Things** : We win by tackling the hard things that others avoid, fueled by grit and resilience. + **Pursue Excellence** : Great companies, teams, and individuals never settle and are proud of the work that they do. What's good enough today won't be good enough tomorrow. Excellence isn't a destination; it's a mindset of continuous improvement. + **Lead Together** : Our success comes from how we work together. Leadership is not about titles-it is about action. We take ownership, drive results, and move forward as a team. + **Don't Take Yourself Too Seriously** : We take our work seriously, not ourselves. The stakes are high, but a sense of humor keeps us grounded, creative, and resilient. **At Earnest, we are committed to building an environment where our employees feel included, valued, and heard. Our belief is that a strong commitment to diversity, inclusion, equity, and belonging enables us to move forward with our mission. We are dedicated to adding new perspectives to the team and encourage anyone to apply if your experience is close to what we are looking for.** _Earnest provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, veteran status, disability or genetics. Qualified applicants with criminal histories will be considered for the position in a manner consistent with the Fair Chance Ordinance._

WHAT IS THE OPPORTUNITY? Provide support to one or more Residential Loan Officer to facilitate the timely review and submission of completed mortgage loan application packages, including supporting documentation required to process loan requests or modification requests. Support the Loan Officer in loan preparation and coordination with the operation teams to obtain/transmit necessary documentation and condition requests. Track and update Loan Officer on loan and pipeline status. WHAT WILL YOU DO? * Assists the Loan Officer with new loan application by collecting supporting documentation, entering information into loan operating system and any other administrative responsibilities related to the preparation of a mortgage application. * Managing all loan related documents in a share drive or other repository for such documents. * Manage reporting to track needs by loan and the Loan Officer. * Assists the Loan Officer in submitting conditions, monitoring expiration date on credit commitments. * Contacts borrowers directly for additional information related to loan requests including documentation require to meet conditions necessary to complete the successful closing of the loan. * Provide ongoing support for compliance with all applicable laws, regulations and administrative duties. * Answers calls from borrowers, escrow, title, agents etc. regarding status and general questions throughout the process of the loan. * Maintains a proactive commitment to established Bank programs, such as Customer first, Community Reinvestment Act (CRA) and Equal Employment Opportunity. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 1 year of Customer Service experience or financial experience * SAFE Act Registration. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. *Additional Qualifications* * Bachelor's degree highly preferred * Excellent verbal and written communication skills. Must have good analytical skills and the ability to pay close attention to detail. * Utilizes independent judgment under general supervision. * May interact with clients, and occasionally with vendors and other outside lending institutions to obtain information and/or request documents. * Considerable knowledge of the job and the practical application to problems and situations ordinarily encountered. *WHAT'S IN IT FOR YOU?* *Compensation* This is a commission-based role and does not have a set salary range. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Velocity Black, a Capital One company, harnesses the power of technology, the warmth of human experts and the convenience of the latest interfaces to help high-performance people actualize the full potential of their lives. From access to the hottest restaurants to guaranteed upgrades at the world's finest resorts, our concierge team is available 24/7/365 via our proprietary app to support our customers and fulfill their requests. It's concierge, reimagined for the digital age. What unites us are the values we share: the relentless pursuit and celebration of excellence, actualizing the full potential of our lives, and impacting the world in a positive way. Capital One provides a fast paced, dynamic environment where you can excel in your career. At Capital One, diversity, inclusion & belonging are valued at our core, sparking and enabling us to do good for our associates, customers and communities. Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We nurture an environment that attracts and develops talent from all backgrounds and experiences, and empower our associates to do great work by creating a culture of belonging that values diverse perspectives, fosters collaboration and encourages innovative ideas - and are routinely recognized as one of the best companies to work for. **What You'll do:** + You will be responsible for the delivery of our promise to our members in San Francisco - 'localizing the core DNA of Velocity Black'. + Leveraging the global reach, resources and brand of Velocity Black with granular local expertise and up to the minute knowledge of the best San Francisco has to offer in order to develop the local member community. + Growing the community of high performance, HNW members in San Francisco + Managing the P&L for your city, ensuring it is utilized with the highest ROI with regard to maximizing the relevant KPIs. + Owning the Content & Engagement strategy for your city's member cohort. + Overseeing the conceiving of and execution of regular member events at inspired locations in your city. + You will work closely with our Membership, CRM, and Operations teams to ensure frictionless integration of city-level and corporate-level operations. + You will be responsible for the upholding of our Velocity culture throughout your teams - focused around high performance and exceeding customer expectations. + Our cultural pillars of Adaptability, Initiative, Yes First, Resilience and Ownership should be conspicuous in everything your team does. + You will need to be extremely organized, and able to move seamlessly from assisting a team member with a challenging customer situation, to assessing priorities and progress from strategic altitude. **Basic Qualifications:** ** ** + High School Diploma, GED, or Equivalent Certification + At least 5 years experience in the hospitality industry in San Francisco, CA **Preferred Qualifications:** + Strong relationship building skills, customer focus and ability to collaborate + Strong interest and knowledge of the hospitality market and industry + Ability to work quickly and efficiently under pressure **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Remote (Regardless of Location): $115,200 - $131,500 for Manager, Concierge Specialist Richmond, VA: $115,200 - $131,500 for Manager, Concierge Specialist Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

**Come join our amazing team and work Remote !** Responsible for daily input of loan applications submissions from wholesale brokers into internal loan origination system. Perform all duties in accordance with company policies and procedures and all state and federal regulations. The target pay range for this position is $38,000.00 to $50,000.00. **What you'll do:** + Receives loan applications submissions from wholesale brokers either by electronic data file or hard copy file. + Enter or verifies information into loan origination system. + Reviews new loan documentation to assure accuracy. + Submits file to Wholesale Account Manager for processing. + Assists departmental support staff when necessary **What you'll need:** + Maintains moderate confidential information concerning loan applicants. + Requires some organizational skills and ability to work on several files simultaneously. + Requires some communication with internal office staff + Moderate coordination for various duties required. + Office machines such as computer, copiers, fax machines + Sitting for extended time periods. + Hearing and vision within normal range. + Ability to handle detailed assignments. + Ability to organize and prioritize workload and meet deadlines. + Moderate computer skills and working knowledge of Microsoft Office products + High school diploma or equivalent work experience. + Two to four years loan setup experience **Our Company:** Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: *************************** . **What We Offer:** + Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. + Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. + Customized training programs to help you advance your career. + Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. + Educational Reimbursement. + Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org. Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.

About the Role: This is a hybrid role, in function and in location. Functionally, it is a hybrid role between a traditional PM and a ScrumMaster (though we use a kanban flow process; not formal Scrum). Bring your Gantt chart and PowerPoint skills, to be sure, but also bring your blitz planning, work breakdown, effort-based estimation, retro facilitation, and agile coaching skills to the table. Speaking of the table, it's an actual table, with people co-located in our downtown Milwaukee office. Some of us work remotely up to 2 days/week; you can expect hybrid in terms of location, and we are building mostly an in-person culture. This Senior IT Project Manager (PM) role is within IT Operations-not a traditional software delivery organization. You can help with the agile transformation of our Cloud Platform Engineering team. This is an embedded PM role designed to round out a well-formed team in alignment with key agile principles. The PM will work closely with cross-functional team members and delivery stakeholders to ensure operational excellence, agile maturity, and stakeholder engagement. The Impact You'll Make: Team Leadership and Agile Coaching Support and evolve the agile transformation journey of the Azure platform engineering team. Influence without authority and earn the respect & trust of peers to effectively lead the team. Demonstrate knowledge of agile team dynamics and common agile rituals Facilitate continuous improvement by inspecting and adapting agile practices to suit the IT Operations environment. Promote continuous improvement and team growth. Work Intake, Planning, and Organizing Define and refine lightweight processes for intake, triage, analysis, and planning of work requests from delivery teams, internal improvements, and routine maintenance requests. Partner with key stakeholders to understand backlogs and create realistic roadmaps. Lead initiation and planning of initiatives with varying complexity and ambiguity. Build trust and collaboration across cross-functional teams and stakeholders. Stakeholder Management Serve as a key liaison between the cloud platform engineering team and its customers (software delivery teams). Facilitate monthly Azure Steering Committee meetings with IT senior leadership. Communicate effectively across all levels of the organization, ensuring transparency and alignment. Provide timely updates and facilitate meetings with clear agendas and outcomes. Help develop systems to promote the Azure platform in a meaningful way to our delivery team customers. Navigating Complexity Navigate organizational dynamics to escalate issues and drive decisions. Identify and mitigate risks and issues to ensure successful delivery. Foster relationships across key IT Operations teams Leverage cross-team relationships to resolve dependencies and remove roadblocks What you'll Bring to Baird: Participate in the Project Manager Community of Practice (PMCoP). Develop domain knowledge relevant to Azure platform delivery and IT Operations. Pursue professional development and share learnings with peers. Deep understanding of agile principles and a passion for bringing them to life. Strong organizational, time management, and problem-solving skills. Passion for systems thinking and team dynamics. Confidence tempered with humility. Experience organizing work and analyzing data from Azure DevOps Boards is a plus. Prior IT Operations or Enterprise experience is a plus #LI-SB1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

Join ICS's Rep Reassignment team and help deliver a smooth, high‑stakes transition experience for our field partners and their clients when representatives change (e.g., succession plans, ensembles, code moves, and terminations). You'll own complex case work, consult with the field, and provide home‑office oversight that protects clients and meets fiduciary expectations-while contributing data‑driven insights that make the process better over time. Primary Duties & Responsibilities • Own case work end‑to‑end for rep reassignment: intake, research, documentation, operational updates, and final quality checks across brokerage and advisory accounts. • Consult the field on access/navigation, reassignment rules, and account maintenance; de‑escalate sensitive scenarios with clarity and empathy. • Safeguard supervisory integrity by applying oversight standards on impacted advisory accounts and ensuring policies and controls are followed. • Resolve and prevent issues by investigating root causes, reconciling discrepancies, and maintaining an auditable trail. • Analyze data and trends (Excel) to monitor volumes, turnaround times, error patterns, and downstream impacts; recommend fixes and backlog items. • Collaborate cross‑functionally with ICS peers and enterprise partners (e.g., CL&R, Advisor Solutions, Risk Client Services) to remove friction and improve consistency. • Support service performance for case queues and phone coverage as needed, adjusting priorities to meet demand. • Contribute to change by participating in UAT and process improvements; communicate changes clearly to stakeholders. Qualifications • Bachelor's in Business or related field or equivalent industry experience. • 3+ years in investment services/operations with a track record of resolving complex inquiries. • Strong judgment in ambiguous situations; analytical, detail‑oriented, and comfortable making decisions. • Excellent interpersonal and written communication; able to influence without authority and collaborate across levels. • Self‑directed, organized, and effective at managing multiple assignments. • Solid operational knowledge of brokerage/advisory products and procedures. • Excel proficiency; comfort with data analysis and pattern recognition. • Facilitation/presentation skills to explain complex operational changes simply. Licensing This is a non‑licensed, NRF role. No FINRA registrations are required. (You will complete NMIS fingerprinting and be classified as an Access Person for personal securities transaction reporting.) This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $48,580.00 Pay Range - End: $90,220.00 Geographic Specific Pay Structure: Structure 110: $53,410.00 USD - $99,190.00 USD Structure 115: $55,860.00 USD - $103,740.00 USD We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

*INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1

At HSA Bank, we're working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors. Are you ready to join us? Job Summary: The Regional Vice President, Sales employs a consultative based sales approach to identify, pursue, and achieve sales goals and quota of new employer accounts in the assigned sales territory. The RVP will leverage the internal assets of HSA Bank to sell health-based accounts including Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs) and Commuter Benefits (Mass Transit & Parking) and COBRA to employers with 1,000 to 9,999 employees. The RVP will manage the sales process while selling to Employers directly, Insurance Consultants, Broker, Carriers, Investment Advisors, TPAs, as well as key influencers within each account. The RVP is a fully remote position, ideally located in OH, MI, or TN. Key qualifications and responsibilities include: Consistent track record in meeting and exceeding sales quotas. Proven experience in working independently and proactively identifying and closing new account opportunities in an assigned territory. Ability to manage sales through forecasting, account resource allocation, account strategy and ecosystem partnerships. Experience in working with Employee Benefit brokers and consultants. Knowledge of Health Savings Accounts, Consumer Driven Health Care, Group/Individual Health Insurance sales, Managed Healthcare and the Agent/Broker distribution system. Exceptional verbal and written skills. Up to 50% travel across multiple states Qualifications: Bachelor's Degree required Minimum of five (5) years of sales experience in Employee Benefits, Asset Management, or Benefits Consulting Salesforce or other CRM tool skills Excellent presentation and communication skills Previous experience working in a high growth healthcare/financial industry is preferred The estimated salary range for this position is $135,000USD to $145,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-BY1 #LI-REMOTE Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Transition Your Pharma/Medical Expertise into Financial Services! Build Direct Client Relationships: Many professionals in pharma and medical sales find financial services appealing because it allows them to work directly with clients, rather than selling through a middleman. Make a Meaningful Impact: Use your expertise to help individuals navigate critical life stageswhether its planning for college, retirement, or medical expenseswhile positively impacting their lives. Unlimited Growth Potential: With each stage of life requiring new financial planning, your ambition and dedication determine how far you can go in this career. A Rewarding Career Path: Transition to a role where your skills contribute to long-term relationships and meaningful outcomes for your clients. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tanner Hahn - Financial Representative How long with NM? Since August 2020. Previous experience? Banking and retail. Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports, Elijah Holmes - Financial Representative How long with NM? Less than 1 year. Previous experience? Pre-college advisor for a college prep program. Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner. William Jordan - Financial Advisor How long with NM? 7 years. Previous experience? Intern at NM and pizza delivery driver during college. Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville. Sandy Botcher - Managing Partner How long with NM? 24 years. Previous experience? Junior high teacher and litigation attorney. Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning. Michael Ciske - Financial Representative How long with NM? Started September, 2023. Previous experience? Army medic for 16+ years and office manager at a dental office. Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games. Position Perks: Significant bonus opportunity commensurate with outcomes Dental insurance Health insurance Life insurance Retirement plan Vision insurance Ongoing professional development Local culture of support and positive recognition Key Responsibilities of a Financial Advisor: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Experience: Previous experience in financial services or insurance is not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). About Us: At Northwestern Mutual of Greater Madison, we are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alexs Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, wed love to meet with you! Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Bilingual Collections Specialist - Fully Remote- Southeastern WI- Milwaukee WI area Why Time Investment Company? We are a company that is driven by our Core Principles of Service, Excellence, Integrity, Generosity and Fun! We raise the bar on point-of-sale financing through our people, our culture, and our commitment to both dealers and customers. We were selected as one of the Top Workplaces for Southeastern WI in 2024 and 2025! About our West Bend location: North of Milwaukee, our TIC office is in West Bend's beautiful historic district filled with the charm of repurposed early 20th century buildings. What's in it for you? $1000 sign on bonus after 90 days 10% extra night and weekend shift differentials Monthly bonus potential Work-From-Home, including training period Flexible work schedule Computer equipment and headset provided Paid Time Off, up to 80 hours the first year Additional 8 hours Birthday Month PTO Potential for additional 8-hour Volunteer PTO Paid holidays with an additional floating holiday Medical, Dental, Vision Insurance Life Insurance, Short and Long-Term Disability Contribute to your 401(k) after the first 60 days; earn 4% company-match after 6 months Tuition Reimbursement Salary range $18-$23 per hour based on experience. Requirements Requirements Our Collections representatives work from the comfort of their home, providing our friendly payment service to our loan holders. They are always happy to help with monthly payments by utilizing their soft-collection skills. Handle outbound/inbound calls from customers who are 30-120 + days delinquent by setting them up with repayment arrangements or answering general questions regarding their loan. Able to handle large volumes of inbound and outbound calls. Use skip tracing and other methods to locate delinquent customers. Prepare and send correspondence to customers via email and text message. Use critical thinking skills to solve customer issues, suggest loan modifications to Collections Manager, and make recommendations for further action to mitigate loss to the company. Create account notes that are clear and concise. Work independently in a challenging environment to consistently meet collection quality and quantity goals. Team Player/ Team Oriented Promoting positive involvement with staff/customers/dealers Support and live out our Core Principles Other miscellaneous duties as assigned. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Fluent in English and Spanish. Must be available between 8am-8pm CST, work two late nights up until 8pm CST, and up to two Saturdays per month (9am-12pm CST) Must have excellent phone etiquette and typing skills. Must have patience and the ability to stay calm in difficult situations. Must be detail oriented and learn new concepts quickly. Must be able to prioritize and make decisions. EDUCATION AND/OR EXPERIENCE : Minimum of high school diploma or equivalent. 2+ years of collections experience, including assisting customers via phone. Previous call center experience is a plus. COMPUTER SKILLS: Must have the ability to talk to customers, search and enter information into a computer program at the same time. Should be proficient in Microsoft Outlook; experience with a CRM program is desired although not necessary. Language Skills : Ability to read and interpret documents such as customer correspondence, accounts logs and procedure manuals. Ability to prepare reports and correspondence. Ability to communicate effectively with customers and other employees of the organization. Mathematical Skills : Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to deal with problems, involving several concrete variables in standardized situations. Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, talk and/or hear, and/or use hands to finger, handle, or touch objects, tools, or controls. The employee is occasionally required to stand, and/or walk. The employee must occasionally lift and/or move up to 50 pounds, usually waist high, up to 50 feet away. Specific vision abilities required by this job include close vision and the ability to adjust focus. The mental and physical requirements described here are representative of those that must be met by an individual to successfully perform the essential functions of this position. Protective Clothing Required: None Work Environment : Work is performed in an office environment. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those individual encounters while performing the essential functions of this position. Salary Description Salary range $18-$23 per hour based on experience

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Team at Northwestern Mutual Greater Madison! We are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with Alexs Lemonade Stand Foundation and the Carbone Cancer Research Center. If you're driven, community-focused, and looking to grow within a dynamic and supportive environment, wed love to meet with you! Our supportive network office is located: 1600 Aspen Commons, Suite 900 Middleton WI 53562 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tanner Hahn, Financial Representative How long with NM? Since August 2020. Previous experience? Banking and retail. Passionate about? Spending time with his wife and daughter, reviewing movies, collecting trading cards, and following sports, Elijah Holmes, Financial Representative How long with NM? Less than 1 year. Previous experience? Pre-college advisor for a college prep program. Passionate about? Traveling, trying new experiences, attending theater, and spending time with his partner. William Jordan, Financial Advisor How long with NM? 7 years. Previous experience? Intern at NM and pizza delivery driver during college. Passionate about? Family, fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville. Sandy Botcher, Managing Partner How long with NM? 24 years. Previous experience? Junior high teacher and litigation attorney. Passionate about? Family, hockey, visiting NHL arenas, working out, baking, and helping families avoid financial hardship through proper planning. Michael Ciske, Financial Representative How long with NM? Started September, 2023. Previous experience? Army medic for 16+ years and office manager at a dental office. Passionate about? Family, live music, camping, snowboarding, gaming, guitar, and board games. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, with training and sponsorship available. Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sandy Botcher is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a Senior Private Banker, you will cultivate new and manage existing high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships, providing tailored banking and lending solutions. You will oversee a portfolio of relationships, ensuring strong sales execution, portfolio management, and adherence to risk standards. In this role, you will collaborate closely with internal partners across CIBC Private Wealth Management and CIBC Commercial Banking to expand relationships and deliver a full range of financial services. Your leadership will drive profitable growth, deepen client relationships, and enhance the team's performance in meeting lending and deposit needs. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed * Lead and manage private banking relationships: Oversee complex lending and deposit relationships for HNW and UHNW clients. * Expand client relationships: Serve as a trusted advisor, actively identifying opportunities to offer customized lending, deposit, and wealth management solutions. * Ensure portfolio health and risk management: Oversee portfolio reviews, past-due remediation, risk rating accuracy, and timely renewals for your portfolio. * Facilitate credit and underwriting processes: Work closely with Underwriting, Group Portfolio Managers, and Credit Risk Management to structure deals that meet client needs while mitigating risk. * Leverage technology for client engagement: Ensure Salesforce activity is up to date, tracking client interactions, opportunities, and referrals. * Actively participate in the market: Represent CIBC Private Wealth Management by engaging in local industry events and building new client relationships. Who you are * Experienced in private banking: You have 7-10 years of experience managing lending and deposit relationships for HNW and UHNW clients. * Educational background: You have a bachelor's degree in Business, Finance, Accounting, Real Estate, or Economics (preferred). * Credit and investment expertise: You have deep credit knowledge, experience working with investment portfolios, and an understanding of trust solutions. * Relationship-driven: You excel at building and maintaining relationships with HNW and UHNW individuals, business owners, and corporate executives. * Risk-focused and analytical: You can assess credit risk, structure lending solutions, and complete the necessary analysis and documentation for credit actions. * Technology proficient: You are skilled in Microsoft Office, financial analysis, and modeling, with experience utilizing Salesforce for client management. * Industry-savvy: Experience advising business owners and corporate executives in Middle Market, Large Corporate, and/or Private Wealth is highly desired. * Formally trained in credit: You have formal credit training or equivalent experience to support complex credit structuring. What success looks like * Strong and growing client relationships, with increased penetration of lending, deposit, and wealth management solutions. * Consistently updated and accurate Salesforce tracking of client activities and opportunities. * Active participation in industry and market events, expanding CIBC Private Wealth Management's presence. * Effective collaboration with internal teams to drive deal execution and client satisfaction. California residents - your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $150,000-170,000 for the Milwaukee, WI market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members. Additional total compensation and benefits details will be provided during the hiring process. Candidates hired to work in other locations will be subject to the pay range associated with that location. #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. * We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. * Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. * We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. * Subject to plan and program terms and conditions What you need to know * CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact ********************************** * You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. * We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location WI-743 N. Water St Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Business Development, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Advising, Financial Analysis, Portfolio Management, Wealth Management