Treasury Management Associate
Vice president job at Nicolet National Bank
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
This position is responsible for developing and expanding treasury management relationships within the business community, partnering as appropriate with Commercial Banking Officers or other departments to best address commercial customer needs. Coordinates the sale and implementation of treasury management services and serves as a liaison to customers to facilitate a thorough service delivery process. Interfaces with clients/prospects and officers to obtain necessary information and provide superior customer service.
As a Treasury Management Associate, you will:
* Assists the Commercial Banking team in developing treasury management relationships within the business community, partnering as appropriate with Commercial Banking Officers or other departments to best address customer needs.
* Coordinates the implementation of treasury management services and serves as a liaison to customers to facilitate a thorough service delivery process from onboarding through ongoing service delivery.
* Interfaces with clients/prospects and officers to obtain necessary information and provide superior customer service.
* Obtains and continually expands knowledge of all treasury management products and services, including developing the ability to effectively explain to clients/prospects all of the features and benefits.
* Assists VP Treasury Management in educating Nicolet staff and expanding the team's ability to cross-sell treasury management services.
* Serves as liaison between Commercial Department and Operations and between Customers and Operations.
* Uses analytical skills to gather data, write reports and complete comparative banking fee analyses for use by others in Department.
* Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
* Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
* Performs all other duties as assigned.
Qualifications:
* Associates degree or Bachelor's degree in Business Administration, Finance, or related field preferred.
* 2-5 years banking experience/5+ years of banking experience in commercial lending, treasury management, or a related area.
* Personal or professional experience with business banking products and services along with customer service experience. Treasury management experience preferred/ Experience in banking environment, preferably in Treasury Management, IT, Commercial, Credit or related department.
* Strong organizational, multi-tasking and prioritizing skills.
* Knowledge of the features and benefits of treasury management products and services.
* Effective verbal and written communication skills and strong interpersonal skills.
Benefits:
* Medical, Dental, Vision, & Life Insurance
* 401(k) with a company match
* PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
President
Dowagiac, MI jobs
Buffkin/Baker has partnered with Beacon Health, headquartered in South Bend, Indiana, with eleven hospitals and 270 care sites across 10 counties, Beacon connects you with the care you and your family need to be your very best. That takes expertise. We are the regional leader in comprehensive, integrated services - from childbirth and pediatrics to cancer, trauma, heart and vascular, stroke, orthopedics and sports medicine, surgery, mental health and so much more with more than 11,000 associates and 2,500 credentialed providers throughout the region and across two states.
Reporting to the Chief Operating Officer, Beacon Health System, the President of Dowagiac Hospital is responsible for providing leadership, direction and administration of corporate goals and objectives through the effective assignment and monitoring of accountabilities and responsibilities to the hospital leadership and management staff. The President ensures Hospital services are delivered in accordance with standards established by the CEO and Board of Trustees of Beacon Health.
VP FP&A (Financial Planning & Analysis)
Grand Rapids, MI jobs
Job Description Be Proud. Be You. Be Independent!
Are you an experienced FP&A with expert knowledge of Financial Modeling, Forecasting Techniques, and Budgeting Processes looking to advance in your career? If so, we need you!
At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.
About the Job:
Join Independent Bank as
Vice President, Financial Planning & Analysis
. Lead
FP&A
-oversee financial planning, budgeting, forecasting, and analysis-and partner across business units to translate data into strategic guidance. Deliver clear, data-driven recommendations that enable smarter decisions, optimize performance, and drive business objectives.
Help shape our future and champion our mission:
Inspiring financial independence today, with tomorrow in mind!
Why You Should Apply:
Comprehensive total rewards package.
A knowledgeable, goal-driven, and exciting team of colleagues.
Exposure to different areas of banking and the ability to work with leaders within the industry.
Community-focused events and volunteer opportunities.
What You Will Do:
Responsible for the buildout, implementation, and ongoing management of the Axiom financial planning software. Oversee system enhancements, maintenance, and user training to ensure optimal utilization and alignment with organizational goals.
Lead and manage the FP&A team, fostering a culture of collaboration and high performance.
Direct the annual budgeting process, monthly financial forecasts, and long-term strategic planning.
Provide timely, actionable financial reporting and analysis to executive leadership and business units.
Evaluate financial performance, identifying trends, risks, and opportunities while recommending corrective actions.
Develop financial models to support strategic initiatives, business planning, and scenario analysis.
Partner with department leaders to prepare, review, and analyze budgets and forecasts.
Monitor key performance indicators (KPIs) and prepare variance analyses to explain results versus budget and prior periods.
Work closely with Accounting, Treasury, and other Finance teams to ensure accuracy and alignment of financial data.
Present financial insights and recommendations to senior management and stakeholders.
Champion process improvements, automation, and best practices in financial reporting, planning, and analysis.
Support business case development for new initiatives, investments, and projects.
Ensure compliance with internal policies, controls, and regulatory requirements.
Performs other related duties as assigned.
Knowledge, Skills, and Abilities:
Bachelor's degree in Accounting, Finance, Economics or related field required.
8+ years of progressively responsible financial planning and analysis experience, ideally within banking or financial services.
Experience managing and developing high-performing teams.
Expert knowledge of financial modeling, forecasting techniques, and budgeting processes.
Strong business acumen with a strategic mindset and analytical skills.
Advanced proficiency in Microsoft Excel and financial planning tools;
experience with Axiom financial planning software
and ERP systems a plus.
Excellent communication, presentation, and interpersonal skills.
Proven ability to work cross-functionally and influence stakeholders at all levels.
Be Proud. Be YOU. Be Independent!
VP FP&A (Financial Planning & Analysis)
Grand Rapids, MI jobs
Be Proud. Be You. Be Independent! Are you an experienced FP&A with expert knowledge of Financial Modeling, Forecasting Techniques, and Budgeting Processes looking to advance in your career? If so, we need you! At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.
About the Job:
Join Independent Bank as Vice President, Financial Planning & Analysis. Lead FP&A-oversee financial planning, budgeting, forecasting, and analysis-and partner across business units to translate data into strategic guidance. Deliver clear, data-driven recommendations that enable smarter decisions, optimize performance, and drive business objectives.
Help shape our future and champion our mission: Inspiring financial independence today, with tomorrow in mind!
Why You Should Apply:
* Comprehensive total rewards package.
* A knowledgeable, goal-driven, and exciting team of colleagues.
* Exposure to different areas of banking and the ability to work with leaders within the industry.
* Community-focused events and volunteer opportunities.
What You Will Do:
* Responsible for the buildout, implementation, and ongoing management of the Axiom financial planning software. Oversee system enhancements, maintenance, and user training to ensure optimal utilization and alignment with organizational goals.
* Lead and manage the FP&A team, fostering a culture of collaboration and high performance.
* Direct the annual budgeting process, monthly financial forecasts, and long-term strategic planning.
* Provide timely, actionable financial reporting and analysis to executive leadership and business units.
* Evaluate financial performance, identifying trends, risks, and opportunities while recommending corrective actions.
* Develop financial models to support strategic initiatives, business planning, and scenario analysis.
* Partner with department leaders to prepare, review, and analyze budgets and forecasts.
* Monitor key performance indicators (KPIs) and prepare variance analyses to explain results versus budget and prior periods.
* Work closely with Accounting, Treasury, and other Finance teams to ensure accuracy and alignment of financial data.
* Present financial insights and recommendations to senior management and stakeholders.
* Champion process improvements, automation, and best practices in financial reporting, planning, and analysis.
* Support business case development for new initiatives, investments, and projects.
* Ensure compliance with internal policies, controls, and regulatory requirements.
* Performs other related duties as assigned.
Knowledge, Skills, and Abilities:
* Bachelor's degree in Accounting, Finance, Economics or related field required.
* 8+ years of progressively responsible financial planning and analysis experience, ideally within banking or financial services.
* Experience managing and developing high-performing teams.
* Expert knowledge of financial modeling, forecasting techniques, and budgeting processes.
* Strong business acumen with a strategic mindset and analytical skills.
* Advanced proficiency in Microsoft Excel and financial planning tools; experience with Axiom financial planning software and ERP systems a plus.
* Excellent communication, presentation, and interpersonal skills.
* Proven ability to work cross-functionally and influence stakeholders at all levels.
Be Proud. Be YOU. Be Independent!
Chief Operating Officer (COO) - Mortgage Lending (REMOTE)
Detroit, MI jobs
Description AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave. Role OverviewThe Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills. Key Responsibilities
Operational Strategy & Execution
Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives.
Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach.
Leadership & Team Management
Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement.
Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives.
Financial & Performance Management
Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth.
Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making.
Regulatory Compliance & Risk Management
Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices.
Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures.
Technology & Innovation
Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform.
Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times.
Cross-Functional Collaboration
Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives.
Qualifications & Experience
Education
Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred).
Professional Experience
Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks.
Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment.
Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets.
Skills & Competencies
Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams.
Strong analytical mindset with a data-driven approach to problem-solving and decision-making.
Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously.
High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance.
What We Offer
Competitive Compensation & Benefits
Attractive executive compensation package, including base salary and performance-based incentives.
Comprehensive health, dental, vision, and retirement plans.
Professional Growth
Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning.
An opportunity to influence the strategic direction of a dynamic, rapidly growing organization.**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. ** Compensation: Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience. Benefits:
401(k)
Dental insurance
Disability insurance
Employee discounts
Health insurance
Life insurance
Paid time off
12 paid holidays per year
Paid training
Referral program
Vision insurance
AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
California Consumer Privacy Act Disclosure Acknowledgment
Employment Applicants, New Hires, and Employees Residing in California
AmeriSave Mortgage Corporation's Privacy Policy Statement (“Policy”) can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act (“CCPA”) Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
Auto-ApplyVice President of Lending
East Lansing, MI jobs
Reporting to the President/CEO, the Vice President of Lending is responsible for all lending related activities including, but not limited to, budget planning and preparation, risk management, asset liability management, strategic planning, loan origination, loan servicing and overall portfolio management. Assigns, directs and appraises staff in the business lending, mortgage lending, consumer lending and member insurance sector along with their respective functions and governing policies, as well as for loan promotion, pricing, production, underwriting, compliance, delinquency, recovery, and overall portfolio performance. Ensures that lending operations are in accordance with established policies, procedures and legal requirements. Analyzes and evaluates the effectiveness of lending services. ESSENTIAL FUNCTIONS AND BASIC DUTIES
Assumes responsibility for the development and implementation of effective lending planning.
Assists CEO with long and short-term planning for the Mortgage, Business and Consumer Lending departments.
Participates in developing lending policies and procedures and ensures that they complement organizational goals.
Executes established operational goals and coordinates their implementation with other departments and with your team members.
Lead, evaluate, implement, launch, monitor and improve various loan origination systems, vendor changes or product launches
Review credit union vendor due diligence packages to ensure risk is properly managed with third-party service providers.
Supports efforts related to portfolio management and pursues loan growth initiatives
Oversees the completion of a variety of departmental based budgets from both a revenue and expenditure perspective
Ensures the effective performance of lending related services.
Ensures that lending activities are conducted in accordance with established policy guidelines and standards, and are properly documented.
Conducts periodic reviews of existing policies to ensure effectiveness. Ensures that policies are updated and are in accordance with evolving regulations, legal requirements, and industry trends.
Ensures the maintenance of statistics relative to loans issued, report data, delinquency follow-up, etc.
Ensures that insurance functions support member needs and are well coordinated with lending operations.
Ensures that mortgage and business loans, accounts and property management are managed effectively to meet the needs of borrowers and the Credit Union.
Monitors and evaluates work quality, efficiency, and productivity. Ensures that optimal efficiency is maintained in lending related activities.
Assumes responsibility for the effective administration of lending functions.
Ensures the availability of adequate services and materials to support lending activities. Manages and oversees expenses. Pursues cost-saving measures.
Keeps Service Team informed of loan activities, progress toward established objectives and of any significant problems.
Ensures required reports and related documents are completed promptly and accurately, and in compliance with Credit Union guidelines and policies. Ensures the maintenance of department records.
Interact and support Federal and State examiners across annual examinations
Participates as a member of the Business and Mortgage Loan Committee's
Ensures that completed work is of the highest quality. Leads initiatives towards improved service delivery and management of the various aspects of the Credit Union's loan portfolio segments.
Effectively supervises personnel, ensuring optimal performance.
Provides leadership to assigned personnel through effective objective setting, delegation and communication. Conducts staff meetings as required. Assigns, directs and coordinates work.
Ensures that personnel are well trained, effective and optimally used. Instructs personnel regarding policy, procedure and program changes and ensures that they are well informed regarding related legal and regulatory developments.
Conducts performance appraisals as required. Formulates and implements corrective actions as needed.
Ensures that staffing levels are appropriate and human resources are effectively utilized. Conducts interviews and assists with hiring as needed.
Mentor's Credit Union personnel across the organization
Works closely with Marketing, Audit, Compliance, Information Systems, Operations, Resolutions and Accounting to ensure deliverables and various initiatives related to lending are pursued and achieved
Assumes responsibility for ensuring that professional business relationships are established and maintained with members, vendors, the business community, and trade organizations.
Ensures that members, vendors, the business community and trade organizations are properly informed of Credit Union loan policies and procedures.
Ensures that requests, problems and questions are properly resolved.
Ensures that the Credit Union's professional reputation is maintained throughout lending and business related transactions with members.
Represents the Credit Union in contacts with business and trade professionals.
Handles and diffuses escalated member, vendor, business or dealer partner related concerns
Assumes responsibility for related duties as assigned.
Ensures that work area and various locations are clean, secure and well maintained.
Stays informed regarding developments and changes in lending services.
Cross-sells credit union services through participation in community events, organizations and board of presence throughout the community
Keeps the President/CEO informed of area activities and of any significant problems
Completes special projects as assigned.
PERFORMANCE MEASUREMENTS
Lending services are efficiently and effectively provided in accordance with established Credit Union policies and standards and with applicable laws and regulations.
Lending activities result in maximum volume, appropriate profit and delinquency ratio's in line with strategic goals
Strong relationships exist with members and businesses and their financial and lending needs are properly assessed and met.
Department personnel are well trained and efficient, and their activities are well directed and coordinated.
Required reports and records are accurate and timely.
President/CEO and the Board of Directors are appropriately informed of area activities and of any significant problems. Suggestions for improved efficiency are provided.
QUALIFICATIONS EDUCATION/CERTIFICATION: Bachelor's degree in business/related field. Advance degree strongly preferred. REQUIRED KNOWLEDGE: Through knowledge of loan products and applicable policies and standards. Understand of government regulations and legal requirements involving lending, collections, insurance and related functions. Thorough knowledge of credit risk, business lending, consumer lending and mortgage lending EXPERIENCE REQUIRED: Five to ten years of progressive lending experience in a financial institution. Supervisory experience required. SKILLS/ABILITIES: Strong leadership, supervisory and interpersonal skills. Good organizational, managerial and problem-solving skills. A high level of analytical skills. Ability to operate related computer applications and business equipment.
VP Consumer & Business Lending
Auburn Hills, MI jobs
🚨Rare Executive Opportunity🚨
Join the Genisys Credit Union Leadership Team as Vice President of Consumer & Business Lending
Are you a visionary lending leader ready to make a significant impact? Genisys Credit Union, a dynamic and growing $5.5 billion financial institution, is seeking an exceptional VP of Consumer and Business Lending to join our Executive Leadership Team.
This is a rare opportunity to lead and shape the future of lending at one of Michigan's most respected credit unions. As VP of Consumer & Business Lending, you'll oversee a broad and diverse portfolio including business lending, consumer lending, external lending and asset recovery/collections-ensuring continued growth, risk management, and member service excellence.
We're looking for a strategic thinker and collaborative leader with deep experience in credit union or community banking environments. If you're passionate about empowering members and driving innovation in lending, we want to hear from you.
🌟Why Genisys?
Recognized as a "Top Workplace"
Strong commitment to community and member service
Inclusive, values-driven culture
Opportunity to lead transformative initiatives at scale
💲Compensation commensurate with experience.
💼 Excellent Benefits include:
Paid Time Off
Holiday Pay
Health, Dental, Vision, Flexible Spending Accounts, Life Insurance & Short/Long Term Disability
401k up to 3% Match and 5% Profit Share
🔗 Apply now and be part of something extraordinary!
📍Location: Auburn Hills, Michigan |
Genisys Credit Union - Where Leadership Meets Purpose.
EOE M/F/Disability/Veteran
Auto-ApplyVP, Campus Experiences
Milwaukee, WI jobs
The VP of Campus Events & Experience is responsible for shaping and leading the strategy, operations, and ongoing enhancement of employee-facing services across corporate campuses. This role is accountable for oversight of the Corporate Security, Executive Security & Transportation, Restaurant, Credit Union and key employee engagement initiatives, including people leadership of these teams. This role plays a critical part in shaping how employees interact with their physical work environment, services, and amenities-ensuring those experiences reflect and reinforce the company's culture, values, and Employee Value Proposition (EVP).
Please note that this role requires the successful candidate to be located at the Milwaukee, WI corporate campus.
Primary Responsibilities:
• Develops and implements enterprise-wide strategic vision for future development of corporate security, including physical security and travel safety programs for all employees.
• Oversees executive protection and transportation, ensuring secure, and reliable services for senior leadership.
• Develops strategy and leads the execution for dining and hospitality services across campuses, focusing on quality, healthy offerings, and employee experience.
• Drives campus engagement initiatives that foster community, connection, and a sense of belonging.
• Oversees the Northwestern Mutual Credit Union (NMCU) and ensuring strong partnership with the NMCU Board of Directors to deliver NMCU's strategy.
• Collaborates with internal stakeholders to align campus experience programs with broader organizational goals.
• Governs program(s) effectiveness through employee feedback and usage data.
• Oversees compliance with safety, privacy, and regulatory standards across all experience-related services.
• Incorporates external benchmarking and best-in-class to deliver high quality employee experiences.
• Optimizes the management of vendor relationships, contract negotiations, and budget oversight.
• Cultivates a positive culture and environment that motivates, engages, and empowers both professional and non-exempt employees to excel.
• Acts as a talent multiplier within the department and across the company by leading with an enterprise first and continuous learning mindset.
Qualifications:
• Bachelor's degree in business administration, hospitality management, risk management, criminal justice, finance or related field.
• Minimum of 10+ years' business leadership experience preferably in corporate security, hospitality management, finance, or related field.
• Experience leading enterprise-wide employee or campus experience strategy.
• Proven ability to develop and implement a strategic vision.
• Excellent analytical and strategic thinking skills, with the ability to anticipate and proactively address challenges.
• Superior leadership skills with the ability to inspire, motivate, and hold team's accountability at all levels.
• Demonstrated ability to influence, build alignment and collaboration across multiple stakeholders including executives, strategic partners, external industry partners, and within the team.
• Demonstrates the ability to seamlessly transition between strategic vision and detailed execution, identifying key implications with precision.
• Exceptional leadership and executive communication skills, with the ability to influence and inspire senior executives, stakeholders, and team members at all levels towards a shared vision.
• Ability to simplify and communicate complexity to a wide range of audiences.
Preferred Qualifications:
• Previous experience in managing a non-exempt workforce.
• Experience with corporate security best practices.
• Experience in external restaurant operations and management.
• Experience in banking or credit union operations.
#LI-Onsite
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.
Auto-ApplyVP Digital Solutions - Core Enablers
Milwaukee, WI jobs
Summary: Lead high-performing engineering, product, design and technology teams to deliver value, develop talent, and drive change. Co-define with the business the vision for digital products, and accountability for defining technology vision. Accountable for outcome realization as connected to delivery roadmap. Collaborate with stakeholders across Client Web/Mobile, Money Movement, and Client Communications to ensure strategic alignment, assess feasibility, and manage costs.
Strategy & Innovation:
* Drives digital transformation and technology modernization.
* Primary partner with key SLT members for aligned business areas and product lines.
* Collaborates cross-functionally with the Chief Digital & Technology Officer's leadership team and key partners in the Information Technology department.
* Understands and drives the development of both engineering and business aspects of the product, representing the end-user's needs. Ensure the full product and engineering life cycle, health, hygiene, compliance and security is incorporated.
* Co-defines with the business the vision for digital products and collaborates cross-functionally to ensure goals are met, focusing on the end-user experience.
* Enables the business's product strategy, features, and end-user experience.
* Leads appropriate investments in emerging technologies to maintain industry leadership.
* Identifies and implements technology solutions to meet current and future needs.
* Manages a budget that balances priorities, tradeoffs, and efficiencies. Optimizes IT investments and ensures technology budgets align with strategic business priorities.
* Leads teams that track, analyze, and monitor technology performance metrics in pursuit of continuous improvement.
* Provide a high-level direction that illustrates the epics and features that will be delivered across a portfolio of products or platform and how it integrates with other cross functional team efforts.
Leadership:
* Builds and leads high-performing engineering, product, and technology delivery teams.
* Empowers teams to take ownership of digital transformation initiatives.
* Uses organizational awareness and ability to navigate peers to strategically build relationships across the organization.
* Collaborates across functions to ensure IT is a key enabler of business strategy.
* Thinks with an enterprise mindset to understand multiple perspectives in different contexts and how strategic initiatives in one business will impact the broader enterprise.
* Advocates for agile methodologies and iterative product development.
* Visionary leader who pushes the organization toward continuous digital reinvention.
Change Management:
* Advocates for innovation and digital transformation while growing relationships and delivery.
* Skilled at tailoring communications for technical/non-technical audiences to communicate technology strategy and initiatives.
* Advocates change management efforts to accelerate technology adoption.
* Champions a culture of continuous learning and digital upskilling.
* Comfortable with ambiguity, complexity, and rapid change.
* Willing to take calculated risks to drive technological advancements.
Qualifications:
* Deep expertise in engineering, product development, and technology delivery in large scale organizations in the financial services or insurance industry, ensuring alignment with business objectives.
* Extensive experience building and leading engineering, product, and technology delivery teams.
* Extensive experience with workforce planning including optimization through 3rd party vendors.
* Data-driven decision-maker with the ability to analyze complex business challenges.
* Extensive experience managing a matrix P&L and understands the elements of a P&L.
* Experience balancing cost efficiencies with innovation to drive competitive advantage.
* Extensive experience identifying, comparing, selecting, and implementing technology solutions to meet current and future business needs.
* Understands multiple perspectives in different contexts and how strategic initiatives in one business will impact the broader enterprise.
* Strong relationship-building skills to influence key stakeholders, including the peer-level executives, business partners, and senior leaders.
Compensation Range:
Pay Range - Start:
$234,640.00
Pay Range - End:
$435,760.00
This role is eligible for additional incentive compensation.
We use three different Pay Structures (Structure 115, Structure 110 and Structure 100). Pay Structures are applied based on the office's location*. Pay Structure 100 is used for all executive jobs, e.g., jobs titled using Vice President, Assistant General Counsel & Assistant Secretary, Managing Director, or Distinguished.
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.
Auto-ApplyVP, Campus Experiences
Milwaukee, WI jobs
The VP of Campus Events & Experience is responsible for shaping and leading the strategy, operations, and ongoing enhancement of employee-facing services across corporate campuses. This role is accountable for oversight of the Corporate Security, Executive Security & Transportation, Restaurant, Credit Union and key employee engagement initiatives, including people leadership of these teams. This role plays a critical part in shaping how employees interact with their physical work environment, services, and amenities-ensuring those experiences reflect and reinforce the company's culture, values, and Employee Value Proposition (EVP).
Please note that this role requires the successful candidate to be located at the Milwaukee, WI corporate campus.
Primary Responsibilities:
* Develops and implements enterprise-wide strategic vision for future development of corporate security, including physical security and travel safety programs for all employees.
* Oversees executive protection and transportation, ensuring secure, and reliable services for senior leadership.
* Develops strategy and leads the execution for dining and hospitality services across campuses, focusing on quality, healthy offerings, and employee experience.
* Drives campus engagement initiatives that foster community, connection, and a sense of belonging.
* Oversees the Northwestern Mutual Credit Union (NMCU) and ensuring strong partnership with the NMCU Board of Directors to deliver NMCU's strategy.
* Collaborates with internal stakeholders to align campus experience programs with broader organizational goals.
* Governs program(s) effectiveness through employee feedback and usage data.
* Oversees compliance with safety, privacy, and regulatory standards across all experience-related services.
* Incorporates external benchmarking and best-in-class to deliver high quality employee experiences.
* Optimizes the management of vendor relationships, contract negotiations, and budget oversight.
* Cultivates a positive culture and environment that motivates, engages, and empowers both professional and non-exempt employees to excel.
* Acts as a talent multiplier within the department and across the company by leading with an enterprise first and continuous learning mindset.
Qualifications:
* Bachelor's degree in business administration, hospitality management, risk management, criminal justice, finance or related field.
* Minimum of 10+ years' business leadership experience preferably in corporate security, hospitality management, finance, or related field.
* Experience leading enterprise-wide employee or campus experience strategy.
* Proven ability to develop and implement a strategic vision.
* Excellent analytical and strategic thinking skills, with the ability to anticipate and proactively address challenges.
* Superior leadership skills with the ability to inspire, motivate, and hold team's accountability at all levels.
* Demonstrated ability to influence, build alignment and collaboration across multiple stakeholders including executives, strategic partners, external industry partners, and within the team.
* Demonstrates the ability to seamlessly transition between strategic vision and detailed execution, identifying key implications with precision.
* Exceptional leadership and executive communication skills, with the ability to influence and inspire senior executives, stakeholders, and team members at all levels towards a shared vision.
* Ability to simplify and communicate complexity to a wide range of audiences.
Preferred Qualifications:
* Previous experience in managing a non-exempt workforce.
* Experience with corporate security best practices.
* Experience in external restaurant operations and management.
* Experience in banking or credit union operations.
#LI-Onsite
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.
Auto-ApplyVP of Enterprise Solutions
Waterford, MI jobs
Our Purpose
At Vibe, we are driven by our mission to
elevate community and create opportunity
. We believe in fostering an environment of inclusivity where every team member has the chance to grow professionally. Guided by our core values -
be
i
nclusive, educate, embrace change, and seek opportunities
- we are dedicated to making a positive impact in the lives of our members and communities. As we continue to grow and expand our team, we are seeking passionate individuals who our vision and are eager to join us in our journey. If you are someone who is passionate about making a difference and is committed to creating a brighter future for our communities, we invite you to explore this exciting opportunity at Vibe!
Position Purpose
The Vice President of Enterprise Solutions is a strategic technology leader responsible for overseeing the administration, optimization, and innovation of the credit union's enterprise applications. This includes the core banking platform, member relationship management (CRM) system, document management system, enterprise project management, and software development initiatives.
This role ensures that all enterprise systems are aligned with organizational goals, regulatory requirements, and member service excellence. The VP will lead cross-functional teams to deliver scalable, secure, and efficient technology solutions that support operational effectiveness and digital transformation. By fostering collaboration between IT, business units, and vendors, the VP of Enterprise Solutions will drive continuous improvement, and system integration across the organization. The VP of Enterprise Solutions is strategically designed as a steppingstone for an executive leadership role within our organization. This position acts as a deliberate and integral part of our succession planning process.
Essential Duties
Develop and execute the enterprise solutions strategy aligned with the credit union's business objectives and digital transformation goals
Collaborate with executive leadership and peers to identify technology opportunities that enhance member experience and operational efficiency.
Ensure system integrity, scalability, and compliance with regulatory and security standards.
Lead the enterprise project management office, ensuring successful delivery of technology initiatives on time, within scope and budget.
Establish and maintain governance frameworks for project prioritization, resource allocation and risk management.
Direct internal software development team and external vendors to deliver custom solutions that meet business needs
Promote appropriate methodologies and DevOps practices
Build and mentor a high performing team
Foster a culture of innovation, accountability and continuous learning
Ensure enterprise applications adhere to security best practices, regulatory requirements and internal policies.
Collaborate with IT leadership to mitigate risks and respond to audits and examinations.
Lead the selection, negotiation, and management of contracts with technology partners.
Ensure compliance with procurement policies, risk management and regulatory requirements in all vendor engagements.
Serve as a key member of the leadership team, collaborating with executives to shape business direction and provide insight on how technology solutions drive organizational success.
Education/Experience
Bachelor's degree in related field
10+ years of progressive experience in IT leadership roles, with at least 5 years in senior management overseeing enterprise applications
Strong understanding of credit union operation, regulatory requirements, and member service models.
Experience with working with financial technology vendors and platforms specific to the credit union industry
Demonstrated success in leading large-scale enterprise projects and portfolio management
Experience with a variety of project management methodologies and tools
Experience with strategic oversight of software development teams, APIs and system integration
Skills/Abilities
Demonstrates the ability to develop and execute long-term, data-informed strategies that align with organizational goals, drive growth, and position Vibe for sustained success.
Communicates with clarity, confidence, and credibility in executive and board settings, providing strategic insight, influencing key decisions, and creating alignment across stakeholders.
Builds strong relationships and collaborates effectively across technical and non-technical teams to achieve shared objectives.
Demonstrates strong emotional intelligence with the ability to understand and manage personal and team dynamics effectively.
Applies critical and analytical thinking to interpret data, identify trends, and support informed business decisions.
Maintains composure and adaptability in a fast-paced, evolving environment.
Possesses working knowledge of information security and systems administration to ensure operational reliability and protection.
Physical Requirements
These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the position. Reasonable accommodations can be made to enable people with disabilities to perform the described essential functions of the position. While performing the responsibilities of the job, the employee is required to hear, see, talk, stand, walk, stoop, kneel, lift, push, pull, and grasp.
Commercial Banker - Middle Market Banking - Vice President
Milwaukee, WI jobs
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
5+ years of experience in direct lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
Auto-ApplyVice President, Data Analytics
Detroit, MI jobs
The Vice President of Data Analytics reports directly to Rocket's Chief Data Officer and is responsible for supplying Rocket with the insights needed to make high-quality and high-velocity decisions.
The scope of the role is vast; from analyzing customer acquisition, to optimizing mortgage and real estate operations, to building the business intelligence infrastructure that makes answering all those questions easier. There are thousands of analytics jobs that will let you shred the company's weblogs or analyze a trillion A/B experiments, but we offer a more novel challenge.
Rocket is America's #1 mortgage originator and recently acquired both Redfin (the #1 most visited real estate brokerage website) and Mr. Cooper (America's largest mortgage servicer) - bringing together a truly unprecedented dataset. With insights from more than 160 million client calls each year, 30 petabytes of data, and a mission to Help Everyone Home, Rocket Companies is well positioned to be the destination for AI-fueled homeownership. As the leader of analytics, you'll be central to realizing this vision.
The homeownership journey is a long, messy process full of emotional and financial decisions spanning months or years, not hours or days, and involving data at every step of the way. You will partner across the business to measure our results and find opportunities to optimize operations in an industry that's seasonal, cyclical, and heavily influenced by the macro-economy.
This role is based in Seattle, Washington or Detroit, Michigan unless otherwise specified. We're happy to discuss our relocation benefits and perks!
About the role
Lead, mentor, and develop a high-performing analytics team, fostering a culture of continuous improvement and innovation
Formulate and implement the strategic plan for data analytics, aligning it with the company's overall goals
Collaborate closely with internal stakeholders, including senior leadership and various business units, to promote data driven decision-making and insights into existing business processes
Foster a culture of innovation and experimentation to address business challenges and capitalize on emerging opportunities in the financial services landscapes
Drive the integration of data analytics across various business areas to enhance decision making and operational efficiency
Identify opportunities to leverage data for automation and operational efficiency, reimagining existing business processes
Adopt emerging technologies including AI approaches to ensure the organization remains competitive
About you
A proven track record: you've got a bias for action and a history of getting results. We're looking for leaders with 10+ years of experience as well as experience leading managers of managers and working cross-functionally in a complex business environment
Technical chops: an advanced degree in statistics, mathematics, computer science or one of the hard sciences is preferred, but equivalent industry experience will be taken into account. SQL wizardry is required. Experience with Python and/or R is preferred, as well as extensive experience with data visualization tools like PowerBI and Tableau
Ability to drive decisions: your number one priority is to help the company make the right decision. You use the data to understand the business deeply. You shoot down conventional wisdom, you re-focus the company on what levers really matter, you highlight the best path forward when ideology threatens to lead us astray. You're a pragmatist and a truth-teller.
Confidence to call the ball: you balance rigor with the ability to make decisions in ambiguous situations, often working directly with executives. You know when to substitute a simple analysis for something more complex, when analysis won't help and it's time to test, and when to make a call, flagging the risks
Aptitude for inspiration: you inspire your team to give their best effort, painting a vision for the future, setting clear ownership and goals, holding owners accountable, and celebrating wins
A knack for efficiency: you set clear priorities based on strategic goals, balancing the curiosity of the organization with the urgency and impact of each analysis. You ensure your teams have the tools for the job, minimize coordination cost, and document what we've learned
Analytical rigor: you get to the bottom of complex issues, you spot biases and question every assumption, especially your own
Strong writing and communication skills: You need to be able to crystallize complex topics into simple sentences to communicate effectively
What you'll get
Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks.
About us
Rocket Mortgage was founded in 1985. Today, we're a Detroit-based, publicly traded company with a mission to Help Everyone Home. At Rocket Mortgage, we believe that home is more than the house you live in. Our wide variety of home loan options, tools and resources empower our clients to achieve their homeownership dreams. We're known as experts in the mortgage industry, but we're also innovators - we strive to create the best experiences for our clients from beginning to end. And we're not your typical employer. We're insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard.
Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals.
This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at
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Auto-ApplyVice President & General Manager
Menomonee Falls, WI jobs
Eaton Corporation is currently seeking a Vice President/General Manager to lead the Industrial Control Division (ICD). This position will be based in Menomonee Falls, WI. Reporting to the President Protection, Control, & Solutions (PCS), the VP/GM has accountability for the full $400M P&L and responsibility for leading a global footprint division with over 1200 employees across manufacturing sites and office locations in US/PR, Dominican Republic, Mexico, and China. This role will have direct oversight of the ICD Division strategic plan for manufacturing, business development, sales performance, market development, and customer management. This leader will be a highly visible and critical champion in driving organic growth in the base business and leadership responsibilities within the global Control and Automation segment team.
The VP/GM will develop and execute initiatives to drive top line revenue growth and profitability. This role will require a thought leader who will provide key observations and ideas, as well as be an outspoken advocate in identifying both risk and opportunities for the organization. This position will be a critical member of the PCS Group Leadership team charged with taking the business to the next level by ensuring growth through a variety of channels serving key segments.
Essential Functions:
* Direct activities of the business, setting direction and strategy to achieve growth and profitability objectives.
* Provide guidance and leadership to the division leadership team in the development and deployment of business plans and operations. Translates segment strategic plans into action plans that fit the needs of the business.
* Builds and leads the manufacturing strategy to ensure the business remains positioned for growth. This includes footprint expansion and manufacturing capacity.
* Develop short and long-term plans for the organization including critical headcount identification, new product development and technology road mapping, operational and plant investments, and achievement of profit plan, in alignment with the strategic plan and annual objectives.
* Build organizational capability and morale within the team by developing both internal talent and attracting external talent to the organization to drive the desired culture.
* Drive a culture proactively focused on Environmental, Health, and Safety, driving towards zero-incident safety culture mindset. Ensure thorough and comprehensive investigations of any recordable or near miss incidents and implement effective communication and remediation plans.
Required Qualifications:
* Minimum of 15 years of experience with progressive levels of accountability and responsibility in Business Leadership, Manufacturing, Supply Chain, Engineering and/or related support functions
* Legally authorized to work in the US without company sponsorship.
Eaton Leadership Attributes:
* Growth mindset: Demonstrates entrepreneurship, business and financial savvy aligned to the customer.
* Influences, empowers, and fosters the execution of key priorities.
* Demonstrates decision effectiveness: Leverages critical thinking skills and data to create new insights and improve decision speed and quality.
* Followership: Attracts, develops, retains, and promotes talent while creating an inclusive environment for all employees. Values human connections and demonstrates emotional intelligence: i.e., self-awareness, empathy, and resiliency.
Education:
* An undergraduate degree is required. A Master's degree is preferred.
Compensation:
* Eaton recognizes this role as a critical position within the corporation and will create a compelling package consisting of a base salary, employee incentive compensation, including long term incentive and complete benefits.
Location:
* This position will be based in Menomonee Falls, WI
About Eaton:
Sustainability Report:
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At Eaton, we strive to provide compensation and benefits that attract, engage, and retain the best talent. This includes competitive pay and a variety of benefit programs for eligible employees. The expected annual salary range for this role is $222750.0 - $326700.0 a year. This role is also eligible for a variable incentive program. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations.
We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.
You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.
To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number.
We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
Portfolio Banker - Middle Market Banking - Vice President
Michigan jobs
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you.
As a Portfolio Banker within the Middle Market Banking team, your role is to be the focal point of maintaining existing client relationships. Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Portfolio Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job responsibilities
Manage, retain and deepen a portfolio of approximately 50-60 Middle Market Banking business clients with annual revenue between $20M-$100M
Champion a culture of innovation and a customer centric mindset
Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities and skills
Minimum of Five years direct lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
Auto-ApplyVP Wealth Management Administration Officer
Ludington, MI jobs
West Shore Bank is accepting applications for a Vice President Wealth Management Administration Officer.
The Wealth Administration Officer is responsible meeting department goals for new AUM sales growth and for administering all aspects of West Shore Bank's Wealth Management trust and administrative functions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Responsible for meeting department goals for sales and growth of AUM and revenue as determined by Management and/or departmental plans.
Regularly meet with clients to maintain relationships and identify issues and new opportunities, and provide in-depth wealth planning advice, including financial and retirement planning, while adhering to and consistently applying established Wealth client service standards.
Perform all aspects of West Shore Bank's Wealth Management client relationship, trust and administrative functions and performs simple to moderately complex duties as the Administrative Officer.
Collaborate with investment and operations personnel in the overall relationship service and administration of client accounts.
Participate monthly in Investment, Trust, and Administrative Committee (ITAC) and make administrative recommendations and assist as needed with ITAC.
ADDITIONAL DUTIES
Maintains a proficient knowledge of all Trust rules and regulations.
Performs duties to ensure the safety and security of all customer information; restricts access to customer information only to personnel with a legitimate need for such information, both inside and outside the Bank.
Identifies and mitigates potential risk issues against West Shore Bank; interacts with West Shore Bank personnel pertaining to such issues.
Ensures compliance with all applicable reporting and recordkeeping requirements.
Assists in the opening, monitoring and closing of trust accounts.
Assumes responsibility for special projects gathers data and prepares reports for Management, audits, and other personnel.
Completes annual administrative Reg-9 reviews. Ensures compliance and proper documentation requirements for fulfilling internal fiduciary policies and procedures regarding business acceptance, discretionary actions, and all other bank policies and guidelines. Works closely with trust operations and outside tax advisors to ensure proper tax reporting.
Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank's goals and values; and benefits the Bank through outside activities.
Adheres to and ensures compliance with Trust and Bank policies and procedures, and state and federal regulatory requirements.
Assists with independent, state and federal regulator auditor inquires as needed.
QUALIFICATIONS/ EDUCATION AND EXPERIENCE
Bachelor's degree in administration, finance, business or other beneficial field
Minimum of 1 to 3 years of trust administration experience preferred
Prefer JD or CFP
Proficient with Microsoft Office Suite
Intermediate knowledge of trust and estate law and regulations
Knowledge of trust accounting systems a plus
KNOWLEDGE, SKILLS & ABILITIES
Preference for knowledge of bank operations; banking and cash management products; product delivery systems and on-line computer systems.
Excellent interpersonal, verbal and written communication skills.
Confidentiality - Maintains confidentially of sensitive Bank and personal information of customers, applicants, employees and former employees.
Compliance - Complies with and is knowledgeable of applicable laws and regulations.
Computer literacy - Skilled in a variety of computer software programs and capable of working in an online environment. Proficient PC and software application skills; General computer skills with experience in MicroSoft Office Word and Excel.
Mathematical skills - Able to add, subtract, multiply and divide in all units of measure, using whole number and decimals. Able to locate routine mathematical errors. Ability to compute rate, ratio and percent.
Customer service - Effectively relates to customers, is responsive to customer needs and demonstrates ability to employ diplomacy and tact with customers.
Independent Judgement - functions independently in order to accomplish assigned projects. Refers unusual problems to supervisor.
Accuracy - Performs work accurately and thoroughly with attention to detail.
Problem solving - Deals proactively with work-related problems and finds an acceptable solution.
Reasoning - Possesses the analytical skill to assess and evaluate business processes and/or products.
Technical Aptitude - Comprehends complex technical topics and specialized information and has knowledge of Bank's electronic services.
Time management - Manages multiple priorities and is well organized.
West Shore Bank offers competitive compensation and a benefits package that includes medical, dental, vision and life insurance, 401(K) retirement with company match, education reimbursement, and paid time off.
If you are qualified, please complete online application or send resume to:
West Shore Bank
Human Resources
P.O. Box 627
Ludington, MI 49431
Fax: ************
M/F/Vet/Disabled/Minority/National Origin/Religion/Sexual Orientation/Gender Identity and Expression
Auto-ApplyVP Wealth Management Administration Officer
Ludington, MI jobs
West Shore Bank is accepting applications for a Vice President Wealth Management Administration Officer.
The Wealth Administration Officer is responsible meeting department goals for new AUM sales growth and for administering all aspects of West Shore Bank's Wealth Management trust and administrative functions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Responsible for meeting department goals for sales and growth of AUM and revenue as determined by Management and/or departmental plans.
Regularly meet with clients to maintain relationships and identify issues and new opportunities, and provide in-depth wealth planning advice, including financial and retirement planning, while adhering to and consistently applying established Wealth client service standards.
Perform all aspects of West Shore Bank's Wealth Management client relationship, trust and administrative functions and performs simple to moderately complex duties as the Administrative Officer.
Collaborate with investment and operations personnel in the overall relationship service and administration of client accounts.
Participate monthly in Investment, Trust, and Administrative Committee (ITAC) and make administrative recommendations and assist as needed with ITAC.
ADDITIONAL DUTIES
Maintains a proficient knowledge of all Trust rules and regulations.
Performs duties to ensure the safety and security of all customer information; restricts access to customer information only to personnel with a legitimate need for such information, both inside and outside the Bank.
Identifies and mitigates potential risk issues against West Shore Bank; interacts with West Shore Bank personnel pertaining to such issues.
Ensures compliance with all applicable reporting and recordkeeping requirements.
Assists in the opening, monitoring and closing of trust accounts.
Assumes responsibility for special projects gathers data and prepares reports for Management, audits, and other personnel.
Completes annual administrative Reg-9 reviews. Ensures compliance and proper documentation requirements for fulfilling internal fiduciary policies and procedures regarding business acceptance, discretionary actions, and all other bank policies and guidelines. Works closely with trust operations and outside tax advisors to ensure proper tax reporting.
Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank's goals and values; and benefits the Bank through outside activities.
Adheres to and ensures compliance with Trust and Bank policies and procedures, and state and federal regulatory requirements.
Assists with independent, state and federal regulator auditor inquires as needed.
QUALIFICATIONS/EDUCATION AND EXPERIENCE
Bachelor's degree in administration, finance, business or other beneficial field
Minimum of 1 to 3 years of trust administration experience preferred
Prefer JD or CFP
Proficient with Microsoft Office Suite
Intermediate knowledge of trust and estate law and regulations
Knowledge of trust accounting systems a plus
KNOWLEDGE, SKILLS & ABILITIES
Preference for knowledge of bank operations; banking and cash management products; product delivery systems and on-line computer systems.
Excellent interpersonal, verbal and written communication skills.
Confidentiality - Maintains confidentially of sensitive Bank and personal information of customers, applicants, employees and former employees.
Compliance - Complies with and is knowledgeable of applicable laws and regulations.
Computer literacy - Skilled in a variety of computer software programs and capable of working in an online environment. Proficient PC and software application skills; General computer skills with experience in MicroSoft Office Word and Excel.
Mathematical skills - Able to add, subtract, multiply and divide in all units of measure, using whole number and decimals. Able to locate routine mathematical errors. Ability to compute rate, ratio and percent.
Customer service - Effectively relates to customers, is responsive to customer needs and demonstrates ability to employ diplomacy and tact with customers.
Independent Judgement - functions independently in order to accomplish assigned projects. Refers unusual problems to supervisor.
Accuracy - Performs work accurately and thoroughly with attention to detail.
Problem solving - Deals proactively with work-related problems and finds an acceptable solution.
Reasoning - Possesses the analytical skill to assess and evaluate business processes and/or products.
Technical Aptitude - Comprehends complex technical topics and specialized information and has knowledge of Bank's electronic services.
Time management - Manages multiple priorities and is well organized.
West Shore Bank offers competitive compensation and a benefits package that includes medical, dental, vision and life insurance, 401(K) retirement with company match, education reimbursement, and paid time off.
If you are qualified, please complete online application or send resume to:
West Shore Bank
Human Resources
P.O. Box 627
Ludington, MI 49431
Fax: ************
M/F/Vet/Disabled/Minority/National Origin/Religion/Sexual Orientation/Gender Identity and Expression
Auto-ApplyVP Credit Administration Officer
Waukesha, WI jobs
This individual will assist and oversee credit analyst(s) in analyzing commercial credit and financial reports to determine risk involved in extending credit, reconciling customer statements/billings, and scrutinizing financial data such as market share, income growth, and management quality to decide if loans will be feasible. In addition, this individual will assist and oversee preparation of credit write-ups and monitoring on-going financial information, presenting credit requests for approval, participating in client calls, and providing exceptional customer service. They will assist and oversee the monitoring of an assigned credit portfolio, complete annual reviews, and may be granted some loan authority.
Requirements
PRIMARY RESPONSIBILITIES
May perform any or all of the following duties:
Oversee Credit Analyst(s).
Analyze credit data and financial statements to determine the degree of risk involved in extending credit.
Spread common size statements; generate financial ratios, to evaluate customers' creditworthiness as it relates to the Bank's risk tolerance.
Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations.
Complete loan applications, including credit analyses and summaries of loan requests, and submit to credit committee for approval.
Work collaboratively with others to handle new loan requests, new loan term and modifications for restructuring, watch list items, and past dues for effective risk management.
Prepare and distribute loan approval packages to Officers Loan Committee, Credit Committee and the Board of Directors as necessary.
Work with lenders to establish and negotiate the terms under which credit will be extended, including the costs, repayment method, and schedule of collateral requirements and documentation.
Conduct appraisal reviews and complete in-house evaluations, on a continuous basis, vendor adherence to performance standards.
Ensure credit files are up-to-date and accurate, including ongoing routine administration, including annual reviews
Review commercial customer files to identify and select delinquent accounts for collection.
Negotiate customer disputes to resolution and documents root cause.
Provide customer service and develops relationships with existing/prospective customers, in order to control risk.
Effectively manage assigned projects and recurring reporting responsibilities including the degree of risk involved.
Complete, monitor and distribute departmental Quarterly Report Tracking.
Follow all applicable laws and regulations.
Perform other duties as assigned.
OTHER RESPONSIBILITIES
Follow First Federal Bank of Wisconsin policies and procedures. Follow all state and federal banking requirements.
REQUIREMENTS / CORE COMPETENCIES
Have a Bachelor's degree in accounting, finance, or a similar field or equivalent experience.
Have a strong understanding of accounting concepts and how to apply them to financial statement analysis.
Have strong reasoning ability with the ability to define problems, collect data, establish facts, and draw conclusions.
Have proficient computer skills using Microsoft Office (specifically Word, Excel, PowerPoint, and Access) and various lending software packages.
Have general knowledge of appraisal valuation techniques.
Demonstrate an ability to work effectively with others in a cooperative and collective environment.
Have strong written communication skills. Must be able to effectively and cooperatively interact with employees within the Bank.
Ability to prioritize, organize time, and work independently.
A minimum of one year credit analyst experience is preferred.
OTHER QUALIFICATIONS / SKILLS
Thorough knowledge of bank services and policies including all types of commercial loans. Time management, analytical, and communication skills.
Managing Director - Local Government and NFP
Ann Arbor, MI jobs
JOB SUMMARYAs an Audit Managing Director, you will hold a pivotal leadership role responsible for driving the strategic direction of our audit practice. Your extensive experience in audit and assurance, combined with exceptional leadership skills, will shape the firm's commitment to delivering exceptional client service, maintaining the highest standards of quality, and fostering the growth of our audit professionals.
Practice Leadership
Provide visionary leadership for the governmental audit practice, setting long-term goals, strategies, and objectives to position the firm as a leader in audit and assurance services
Collaborate with other Managing Directors to shape the firm's overall strategic direction and growth initiatives
Client Relationship Management
Cultivate and maintain high-level client relationships, acting as a trusted advisor to clients in strategic audit and business matters
Offer expert insights and recommendations to clients for optimizing financial processes, controls, and reporting
Technical Excellence and Industry Influence
Maintain an in-depth understanding of evolving accounting standards, regulatory changes, and industry trends, and apply this knowledge to audit engagements
Represent the firm at industry events, seminars, and conferences, contributing to its thought leadership and industry influence
Team Development and Mentorship
Foster a culture of excellence, innovation, and continuous learning within the audit practice
Provide strategic mentorship and coaching to audit managing directors, managers, seniors, and staff members to cultivate leadership and technical skills
Quality Control and Assurance
Oversee the quality and integrity of audit documentation, reports, and conclusions, ensuring strict adherence to the highest professional standards
Develop and implement advanced methodologies to elevate the quality and effectiveness of audit engagements
Business Development and Growth
Identify and pursue strategic opportunities for expanding the firm's client base, market presence, and service offerings
Lead business development efforts, including client proposals, presentations, and networking activities
Risk Management and Compliance
Assess and manage risks associated with audit engagements, providing expert insights to mitigate potential concerns
Ensure rigorous compliance with regulatory standards, ethical guidelines, and firm policies
Thought Leadership and Innovation
Contribute to the advancement of the audit profession by publishing thought leadership articles, participating in industry panels, and driving innovation in audit methodologies
Supervisory responsibilities
Will supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift to 15 pounds at a time
Travel required
Travel may be frequent and unpredictable, depending on client's needs
Required education and experience
Bachelor's degree in accounting, finance, or a related field
10+ years of relevant experience
8+ years of relevant audit experience within a CPA firm, with progressive leadership responsibilities
Experience with government and local municipalities
Deep understanding of governmental accounting standards, regulations (GASB, Yellow Book, GAAP), and compliance requirements
CPA license is required
Responsible for completing the minimum CPE credit requirement
Specific positions may require additional industry or specialization certifications
Preferred education and experience
Advanced degree (Master's) or additional relevant certifications
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Auto-ApplyDirector of Media Strategy and Planning (Digital Activation)
Detroit, MI jobs
As the Director of Media Strategy and Planning (Digital Activation), you will lead the development, execution, and optimization of integrated media strategies that drive both brand and business outcomes. This role oversees paid digital media strategy and activation across brand and mid-funnel campaigns, while ensuring alignment with overall marketing objectives and operational excellence across all channels. You'll manage a team of media professionals, collaborate with internal stakeholders and external agencies, and build strong partnerships with leading digital platforms.
About the role
Serve as a subject matter expert on integrated and digital media, staying ahead of emerging advertising trends to keep the company innovative and competitive.
Develop, innovate, and execute integrated media strategies that align with business goals and campaign objectives.
Lead media planning and investment processes, including annual, quarterly, and campaign-level planning.
Oversee digital media activation, including biddable social and programmatic channels, ensuring performance aligns with brand and mid-funnel strategies.
Design and execute governance frameworks to mitigate media risks, protect brand reputation, and ensure standards across all buys.
Partner with cross-functional teams (brand, performance, creative, analytics, insights, finance, social, and ad ops) to ensure alignment, integration, and timely campaign execution.
Manage agency relationships and strategic media partnerships (Google, Meta, TikTok, Pinterest, etc.), including performance reviews, spend goals, testing agendas, and content innovation.
Develop a media learning agenda, collaborating with agencies and analytics teams to run tests, gather insights, and inform future campaigns.
Leverage data, research, and audience insights to guide targeting strategies, media mix decisions, and campaign optimization.
Collaborate with creative teams to ensure best-in-class digital creative execution that drives performance.
Partner with social media teams to amplify organic content through paid, set KPIs, and measure performance.
Lead campaign measurement and reporting efforts, working with analytics teams to assess brand and mid-funnel performance and make data-driven decisions.
Mentor, coach, and develop team members, fostering a collaborative and high-performing culture.
Drive operational excellence by ensuring clear workflows, process optimization, and adherence to governance standards.
About you
Minimum Qualifications
Bachelor's degree in marketing, advertising, communications, or related field.
10+ years of experience in media planning, digital strategy, or marketing-related roles.
3+ years in a leadership role with experience managing teams and agencies.
Strong understanding of integrated media environments across digital and traditional channels.
Expertise in digital platforms, tools, and technologies (e.g., Facebook Business Manager, Google Ads, TikTok, Snap, programmatic DSPs).
Proven ability to develop and execute media strategies that drive both brand and business results.
Strong analytical and problem-solving skills with a data-driven mindset.
Excellent communication, presentation, and relationship-building skills.
Preferred Qualifications
Experience with media governance frameworks, budget management, and vendor oversight.
Background managing both brand awareness and performance-driven campaigns across the full funnel.
Prior experience mentoring junior team members and fostering career growth.
What you'll get
Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks.
About us
Rocket is a Detroit-based company made up of businesses that provide simple, fast and trusted digital solutions for complex transactions. The name comes from our flagship business, now known as Rocket Mortgage , which was founded in 1985. Today, we're a publicly traded company involved in many different industries, including mortgages, fintech, real estate and more. We're insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard.
Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals.
This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at
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