Operations management specialist job description

Overview

This position is hybrid with 2-3 days in office at Fulton Bank's corporate headquarters in Lancaster, Pennsylvania. The hours are 8:00-5:00 Monday-Friday.

The position is responsible for maintaining the Cash Management customer billings system (Account Analysis- AA). This includes normal maintenance and updates for pricing changes to customer accounts, ensuring monthly customer billings are correct and any reviewing/testing any applicable computer software changes to the programs/systems that control AA. Responsible for support the Cash Management Operating functions by executing agreements with customers for monitoring certain account balances and creating/maintaining proper documentation to support transfers related to these accounts. Other responsibilities include performing GL and IDDA account reconcilements, acting as a liaison between Treasury Management Sales and Product Teams to provide customer solutions and producing any pertinent financial reporting information required to provide management with timely and accurate results of operations.

Responsibilities

• Maintain the Commercial Account Analysis (AA) System. Understand and explain the service charge fees that are represented on the account analysis statement. Be able to explain fees, earnings credits, compensating balances, and account analysis functionality to both internal and external customers. Maintain a thorough working knowledge of the commercial business account types along with bank's account analysis system.
• Collect all monthly billing information and input into the bank's account analysis system through manual data entry and uploading files from multiple systems. Process exception pricing requests in accordance with the department's pricing policy. Assist customers with billing adjustments and correct billing errors within the account analysis system. Process the account analysis statements and manual billing invoices for commercial and small business clients on a monthly basis.
• Update the commercial and cash management fee schedules within the bank's account analysis system, including but not limited to computing the earnings credit rate and negative earnings charge. Update and distribute exception pricing reports.
• Responsible for the ongoing development and maintenance of the AA system, CM deposit and sweep products. Responsible for testing any proposed changes to any system affecting Cash Management. This includes processing the required test scripts and documenting the results to the application project team
• Support Cash Management Operating functions. Responsible for executing agreements with customers for monitoring certain account balances and creating/maintaining proper documentation to support transfers related to these accounts, including reviewing these agreements prior to implementation
• Provide account and general ledger reconciliation support for cash management accounts. Prepare quarterly account reconcilement checklist, including, audit support.
• Ensure daily, monitor repurchase agreements, corporate paper and mutual fund sweep accounts to ensure adequate securities are available and activity is reconciled to general ledger. Verify all requests to purchase or redeem funds for mutual funds via a secure Internet website and process all incoming requests for transferring funds between Cash Reserve Investment Management accounts and commercial bank deposit accounts. Prepare daily and monthly general ledger account reconciliations for all cash sweep accounts. Process monthly reconciliations and prepare the monthly reporting.

Qualifications Education

High School Diploma or equivalent. (Preferred)

Required Experience

1 or more years Proficient in Microsoft Word, Excel, PowerPoint and Access.

Preferred Experience

2 or more years Operations role or accounts receivables or billing function, data entry, account research, customer billing operations, and customer service.

1 or more years Banking experience.

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future. EEO Statement Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. We can recommend jobs specifically for you! Click here to get started.

At Freddie Mac, you will do important work to build a better housing finance system and you'll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation.

Employees, contingent workers and visitors are no longer required to show proof of vaccination to be on-site. Effective January 2023, Freddie Mac's hybrid work arrangement is 3 days in the office (specifically Tuesday, Wednesday & Thursday).

* The Single Family Loan Acquisition team is responsible for the settlement of all loans delivered and sold to Freddie Mac along with supporting operational activities, risk and control functions and the systems related to the mortgage loan delivery and funding process.
Our Impact:

* The loan acquisitions team ensure that loans delivered to Freddie Mac are settled and delivered on a timely basis to continue to add liquidity to the market and make home affordable.

Your Impact:

* This position will expose the incumbent to numerous processes and functions of Freddie Mac and the candidate will also be impacting the making home affordable model of Freddie Mac.

Qualifications:

* 3-5 years related experience
* College degree or equivalent experience
* Experience in the Financial Services or Secondary Mortgage market
* Experience and knowledge of the Freddie Mac Loan Selling Advisor System
* Demonstrated ability to manage multiple responsibilities
* Strong Communication skills (both written and verbal)

Keys to Success in this Role:

* Strong communication and analytical skills
* Be adaptable to change
* Ability to understand upstream and downstream business stakeholders and impacts to their processes
* Ability to manage relationships with internal and external business partners

Current Freddie Mac employees please apply through the internal career site.

Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others.

We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by applicable law. We will ensure that individuals with differing abilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit www.BountyJobs.com and register with our referral code: MAC.

Time-type:Full time

Job Category:Operations

FLSA Status:Non-Exempt

Freddie Mac provides anticipated base salary ranges where required by law.

Looking for an opportunity where success comes naturally? Then you may have found your crew. We're looking for a Snow Management Specialist to join our team.
Here's what you'd do:


In this role you will be responsible for supporting Branch Teams in the area of Snow and Ice Management through Service Partner identification and engagement, estimate support, renewal planning, contract compliance and administration, safety / training, production planning, start-up / shutdown processes, in-storm and post-storm responsibilities, and inventory / equipment management. Work with Branch Managers to achieve profit goals for the company while consistently improving market share.


You'd be responsible for:


1) Service Partner Identification & Engagement

Procurement/outreach On-site visit (subcontractor office/yard) /Relationship development Onboarding - General contract collection and compliance, including reference checking Enrolling service partner for planned jobsites and introduction to branch team Lead Subcontractor optimization to ensure quality and efficiency Assist in subcontractor pricing reviews/negotiations

2) New Contract / Renewal Support

Support branch teams with new opportunities, renewal targets, service proposals and contract creation Support RSM with collection of critical data needed to estimate properly Review estimates and give feedback Support Renewal Planner meetings held by RSM Coordinate with Account Managers to ensure CRM accuracy

3) Contract Compliance / Administration

Customer Contracts/Pricing Agreement: Regular review of contract collection status (how many contracts returned vs. outstanding) Review key contract points on returned contracts (glaring cross outs, etc.) Coordinates with BA to ensure all contracts/pricing agreements are uploaded to Bricknet in timely fashion Ensures contracted prices match timesheets, billing sheets Subcontractor Compliance: Assists AM teams in creation of subcontractor agreements and pricing exhibits (ensures profit margin maintenance/expansion) Help in pricing negotiations Assist in subcontractor document collection Coordinate with BA to ensure all subcontractor documents are uploaded in a timely fashion

4) Safety / Training

Participate in all aspects of snow training with RSM, REM and Director of EH&S

5) Production Planning

Coordinate with branch teams to validate Production/Snow Organizational Charts Present for Org Chart reviews with RSM and REM Ensures all jobs on org chart and subcontractors are contracted High priority/profile site mapping, scripting

6) Start-up Process

Assist in construction/location of salt bins/storage areas Assist in Preseason Damage Inspections including photo documenting, reporting, subcontractor, tour completion, and uploading photos/scanning reports Assist/confirm sites are staked by target dates Coordinate with REM on rental delivery dates Assist branch teams and REM with equipment preparations

7) Equipment/Inventory Management

Bulk Salt/Bagged Material Procurement Maintains inventory tracking by 1 st and 3 rd person inspections Orders materials as needed, primary contact to salt provider Monitor/assist pre-storm and post-storm equipment checks Identify storage solutions Ensure bagged materials are stored properly

8) In-Storm / Post-Storm Responsibilities

Support branch, subcontractors and RSM as needed Aid BA in timesheet collection Assist in collection of subcontractor invoices/timesheet when needed

9) Equipment Shut-down

Assist REM and branch teams in equipment testing and performance, repairs, and retired equipment. Ensure all equipment and small tools are inventoried and stored properly

10) Shut-Down Process

Assist in deconstruction of salt bins/storage areas, and ensure area is cleaned to client satisfaction Assist in Post Season Damage Inspections including photo documenting, reporting, subcontractor tour completion, and uploading photos/scanning reports Communicate to AM damages noted for communication to the customer with repair expectations Communicate to the service partner the damages that need repair, get schedule dates Ensure all documented damage is repaired to client satisfaction Assist in Customer Signoff/Vendor retainage Assist/confirm stakes are removed by target dates Ensure rental equipment is in compliance for return


You might be a good fit if you have:


Minimum of 2 year Business related degree; minimum of 2 year general degree with coursework in the landscape field or certification by a landscape association; or equivalent industry experience, with or without degree Minimum of 5 years supervisory experience in the snow and ice management arena


And while not mandatory, it would be great if you also have:


Ability to drive all company vehicles Proficiency in various computer programs, including Excel, Word, Estimating, and job costing systems Ability to manage multiple projects, deadlines and demands Resolve problems while keeping in mind the best interests of the company, client and employees Communicate and coordinate with multiple remote resources and team members Make decisions, including unpopular ones, in the best interest of the company Communicate clearly, comfortably, and effectively with clients, team members, and management Prioritize and plan work to maximize efficiency Work with numbers accurately Complete paperwork accurately and timely Do any of the following for an extended period: Sit at a desk Work on a computer Drive Walk
Good knowledge of industrial materials and equipment used in snow removal and landscaping Good working knowledge of math and business formulas, including gross margin Understanding of P & L statements


Here's what to know about working here:


At BrightView, we're a tight-knit crew who are as passionate about caring for our clients as we are about each other. Though we're the nation's leading landscape company, we maintain a small company feel and supportive environment that makes our team members feel at home.

If you're looking to join a crew of talented go-getters who tackle big vision projects other companies could only dream of, you might just have found your match. With our range of services, including landscape design, development, maintenance and enhancements, there's no limit to what we can do, and what you can achieve.

In addition to industry-leading development opportunities, you'll also have benefits and perks like:

Competitive salary Paid time off Medical, dental, and vision insurance


Think you've found your crew?


BrightView is an Equal Employment Opportunity and E-Verify Employer.