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  • ServiceNow - Strategic Portfolio Management (SPM) Manager - Tech Cons - Open Location

    EY 4.7company rating

    Portfolio manager job in Columbia, SC

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **ServiceNow Consulting Manager -** **Strategic Portfolio Management (SPM)** In the digital economy, it takes more than good ideas and strong leadership to thrive. Upgrading outdated processes, systems and information is vital - but can be a risky investment in such a rapidly changing environment. That's why some of the most prestigious businesses worldwide look to us for authoritative, agile, and efficient solutions for business decision-making. As a ServiceNow Consulting Manager you'll play a leading role in that mission, providing the competitive edge our clients need to overcome some of the biggest creative and technical challenges around. **The opportunity** You'll lead ServiceNow Transformation teams in a rapidly growing area of the business. It's a client visible role, in which you'll have opportunities to showcase your ability to not only motivate and develop your team but also establish and maintain new client relationships. You will have an opportunity to grow your consulting and team leadership skills, as well build relationships and obtain experiences that will define your career. In this role, you will be responsible for identifying and defining user/customer requirements while focusing on developing user interfaces (UI) across various platforms including mobile, web, and tablets. You will engage in coding, programming, and creating specifications to deliver development services that align with business requirements. **Your key responsibilities** As a Manager in Technology Analysis, you will play a pivotal role in managing and delivering complex technical initiatives. You will face challenges that require innovative problem-solving and analytical skills, providing you with opportunities to grow and learn in a dynamic environment. This role includes regular travel required to meet client needs. + Lead workstream delivery and ensure effective management of processes and solutions. + Track deliverable completion and project status, ensuring alignment with performance objectives. + Actively participate in client working sessions, leading workstreams from planning through execution and closure. **Skills and attributes for success** Here, you'll serve a wide portfolio of clients - each with their own backgrounds, strengths, and ambitions, so no two days will be the same. That could mean working to improve our customers' ServiceNow SPM (e.g., Strategic Planning, Project Portfolio Management, Demand Management, Resource Management, Enterprise Architecture, Agile Management) processes or evaluating how AI can streamline delivery. Wherever you find yourself, you'll be making a visible impact on projects that cross borders and challenge conventional wisdom to encourage transformation. + Act as an engagement or workstream lead across all aspects of a ServiceNow SPM projects and solution delivery including but not limited to design, configuration/development, testing and deployment phases + Ability to manage and mentor a multi-disciplinary team of 5-10+ resources including offshore resources (e.g., consultants, developers, and testers) + Ability to build and foster client relationships and demonstrate the value of EY services + Excellent business acumen with the ability to make fact-based decisions and resolve conflicts + Provide guidance and industry leading practice expertise for ServiceNow SPM process implementations, including how specific business objectives can be met through process and technology transformation + Ability to analyze a company's people, process, and technology capabilities, provide leading practice recommendations and contribute insights to strategic roadmaps + Ability to lead client process and design sessions and facilitate requirements workshops with functional and/or business process area subject matter resources + Experience in waterfall and agile delivery models - including supporting management activities such as planning, status reporting, budgets and risk and issue logs + Ability to support pre-sales efforts including creating proposals and estimates + Ability to create high quality deliverables and project artifacts **To qualify for the role, you must have** + A bachelor's degree, preferably in Computer Science, Information Systems Management, Engineering or similar discipline + Typically, no less than 4 - 6 years of relevant ServiceNow SPM project experience + ServiceNow Certified Systems Administrator (CSA) or Certified Application Developer (CAD) + ServiceNow Certified Implementation Specialist - Strategic Portfolio Management + 5+ years of Big 4 or equivalent consulting experience + Excellent soft skills - executive communication (written/verbal), adaptability, problem solving, teamwork, relationship building, dependability, and organization + Experience leading teams and supervising others + A driver's license valid in the U.S. + Ability to travel to meet client needs **Ideally, you'll also have** + ServiceNow Certified Master Architect (CMA) or Certified Technical Architect (CTA) + ServiceNow Certified Implementation Specialist - ITSM or Data Foundations + Performance analytics and reporting experience - certifications are a plus + Experience in ServiceNow's AI solutions (e.g., Now Assist, Agentic, AI Control Tower) **What we look for** We seek individuals who are not only technically proficient but also possess the qualities of emotional agility, digital fluency, and commercial acumen. Top performers demonstrate the ability to build trust and value with clients while leading teams through change and innovation. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. + Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. + Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $171.2k-297.2k yearly 34d ago
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  • Capital Markets, Associate Portfolio Manager (Hybrid - Columbia, SC)

    Agfirst Farm Credit Bank 4.6company rating

    Portfolio manager job in Columbia, SC

    The Associate Portfolio Manager will support all facets of loan origination/closing, ongoing loan servicing, and assisting with prospecting efforts. The Associate Portfolio Manager will work with Capital Markets Officers and their assigned loan portfolios. In this role, the Associate Portfolio Manager will work with other departments within the Bank including Credit Administration/Underwriting, Legal, Participation Operations, and Senior/Executive Management. The role will involve working with the AgFirst District member association banks (16) to assist in their loan origination and purchases of loans offered by the AgFirst Capital Markets team. The position will entail, among other responsibilities, presenting credit actions to the Loan Committee, approving credit actions under Delegated Authority, and executing loan documents as an Officer of the bank. What you'll do Actively work with AgFirst's member Associations and sourcing partners to manage the purchased participation portfolio Work with the credit department to assist with the loan underwriting Manage ongoing credit actions for a portfolio of loan participations Work in collaboration with member Associations, credit departments, borrowers, attorneys, and loan servicing Mentor other team members Assist the Head of Capital Markets and management with special projects What you'll need A 4-year degree with an emphasis in finance/business/accounting or agriculture. Completion of a master's degree in finance (MBA), preferred 4 years of commercial lending experience with middle market companies, with experience with multi-lender transactions Strong origination, structuring, and credit underwriting experience Extensive experience in credit roles including as a credit underwriter/analyst for commercial loans to small to large size companies Extensive experience with ongoing management administration of a portfolio of participation loans Knowledge about the loan syndications market Understands trends impacting the loan syndication business Sector experience in Agriculture preferred Ability to effectively work across an organization with various stakeholders Understands GAAP accounting and cash flow analysis
    $127k-191k yearly est. Auto-Apply 60d+ ago
  • Associate Portfolio Manager (Hybrid - Columbia, SC)

    Farm Credit Services of America 4.7company rating

    Portfolio manager job in Columbia, SC

    The Associate Portfolio Manager will support all facets of loan origination/closing, ongoing loan servicing, and assisting with prospecting efforts. The Associate Portfolio Manager will work with Capital Markets Officers and their assigned loan portfolios. In this role, the Associate Portfolio Manager will work with other departments within the Bank including Credit Administration/Underwriting, Legal, Participation Operations, and Senior/Executive Management. The role will involve working with the AgFirst District member association banks (16) to assist in their loan origination and purchases of loans offered by the AgFirst Capital Markets team. The position will entail, among other responsibilities, presenting credit actions to the Loan Committee, approving credit actions under Delegated Authority, and executing loan documents as an Officer of the bank. What you'll do Actively work with AgFirst's member Associations and sourcing partners to manage the purchased participation portfolio Work with the credit department to assist with the loan underwriting Manage ongoing credit actions for a portfolio of loan participations Work in collaboration with member Associations, credit departments, borrowers, attorneys, and loan servicing Mentor other team members Assist the Head of Capital Markets and management with special projects What you'll need A 4-year degree with an emphasis in finance/business/accounting or agriculture. Completion of a master's degree in finance (MBA), preferred 4 years of commercial lending experience with middle market companies, with experience with multi-lender transactions Strong origination, structuring, and credit underwriting experience Extensive experience in credit roles including as a credit underwriter/analyst for commercial loans to small to large size companies Extensive experience with ongoing management administration of a portfolio of participation loans Knowledge about the loan syndications market Understands trends impacting the loan syndication business Sector experience in Agriculture preferred Ability to effectively work across an organization with various stakeholders Understands GAAP accounting and cash flow analysis
    $90k-161k yearly est. Auto-Apply 60d+ ago
  • Commercial Portfolio Manager II-Food, Beverage & Agribusiness

    UMB Bank 4.6company rating

    Portfolio manager job in Columbia, SC

    This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management activities (generally large and moderately complex loans). Will manage assigned credit portfolio, manage the associated credit risk, and identify opportunities for expansion. Key highlights of the role will include the following: **Duties & Responsibilities** + Partner with loan officers to effectively administer the management of assigned commercial banking relationships. + Perform credit underwriting duties for existing/prospective client relationships, which may include but are not limited to the following: perform detailed credit analysis to determine borrower/guarantor repayment capacity, appropriate loan structuring recommendations, complete credit packages for credit committee approval (new business/reaffirmations) submission. Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of pricing and risk rating models suitable for each credit request. + Continuously monitor borrowing base reports, budget tracking and covenant compliance with regular reporting requirements to loan officers and loan/credit monitoring and credit review. Follow established protocols and maintain tracking of documentation exceptions, past dues, field exams, borrowing base reports and covenant exceptions. + Recognize and manage early warning signs for the portfolio on a recurring basis, which may include but are not limited to the following: analyze borrower/guarantor financial performance upon receipt of reporting requirements, either monthly, quarterly or annually. Fully analyze and confirm borrowing base and financial covenant compliance, analyze payment performance benchmarks and perform regular financial reviews. + Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times. + File all required reports and resolve all related issues in a timely and efficient manner. + Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with minimal supervision required + Other duties as assigned. **Knowledge & Skills** MINIMUM: + Demonstrates knowledge of agribusiness and production agriculture industries in the Western US, including fruit & vegetable crops, row crops, tree nuts, citrus, wine, dairy, cattle and agribusinesses supporting these sectors. + Demonstrates excellent communication skills (verbal & written) + Demonstrates strong knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc. + Demonstrates strong level of understanding of credit underwriting + Demonstrates strong knowledge of bank products, services, and bank operations + Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and loan documents + Demonstrates strong analytical skills + Demonstrates ability to be self-starter, show initiative, and transfer knowledge to less experienced peers + Demonstrates strong proficiency in Word, Excel, PowerPoint + Demonstrates knowledge of commercial lending software PREFERRED: + Ability to prospect and network at various levels within a company **Requirements** MINIMUM: + Bachelor's degree in business, Accounting, Finance or related fields + 5 years commercial banking experience including credit underwriting + Current valid driver's license PREFERRED: + 8 years commercial banking experience including credit underwriting **Compensation Range:** $69,920.00 - $149,000.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $69.9k-149k yearly 60d+ ago
  • Manager, Auditing and Monitoring

    Cardinal Health 4.4company rating

    Portfolio manager job in Columbia, SC

    What the Ethics and Compliance Department contributes to Cardinal Health Ethics & Compliance fosters a culture of integrity, accountability, and ethical decision-making across the organization. Our team partners with business leaders and employees to proactively identify and address compliance risks, provide guidance on regulatory requirements, and ensure our practices reflect the highest standards of conduct. Through education, collaboration, and a risk-based approach, we help safeguard the organization's reputation and support its mission to deliver trusted healthcare solutions. Job Summary Cardinal Health is seeking a driven, self-starter and highly skilled manager with expertise in healthcare regulatory compliance, including third party billing and reimbursement. This role will be responsible for providing sound compliance advice and guidance to Cardinal Health's At-Home Solutions ("AHS") business. At Home Solutions is a leading home healthcare medical supplies provider serving people with chronic and serious health conditions in the United States. The AHS business unit is comprised of four complementary business units: (1) Edgepark Medical Supplies, (2) Advanced Diabetes Supply Group, (3) Cardinal Health at-Home, a direct-to-home medical supplies distributor, and (4) Velocare, a supply chain network and last-mile fulfillment solution. Reporting to the Director of Ethics & Compliance - At-Home Solutions, this role is responsible for ensuring the company operates in line with compliance standards. Key duties involve managing billing audits for durable medical equipment, prosthetics, orthotics, and supplies("DMEPOS"), including detection and correction of documentation, coding, identifying potential errors and/or medical necessity of items billed. And ensuring payor requirements are fulfilled. The position also includes sharing audit findings with management, recommending training and solutions for issues found, supporting audit diligence and integration efforts, and overseeing an audit team dedicated to billing processes and audits. Candidates should be adaptable, team-oriented, collaborative, and capable of working independently in a fast-paced setting with oversight from Ethics and Compliance leadership. This role will work closely with various cross-functional colleagues across the AHS order entry and revenue cycle management team, Legal, the Enterprise Privacy Office, and other internal teams to identify and address potential issues and risks and help Cardinal Health comply with the evolving laws and regulations applicable to the AHS business. Responsibilities + Provides compliance-related expertise and advice to Revenue Cycle management and other business teams with respect to day-to-day operations, including, without limitation, advice on Medicare and Medicaid DMEPOS supplier billing requirements, local coverage determination requirements, Medicare DMEPOS Supplier and Quality Standards, and other payor requirements. + Serves as liaison with third party government contractors conducting audits as well as managing a small internal billing compliance team. + Plans professional compliance department audits to determine accuracy and adequacy of documentation and coding related to DMEPOS supplies billing and/or medical necessity reviews and other high-risk areas as appropriate. + Leads data analytics on audit outcomes; identifies and reviews audit trends and makes recommendations on remedial action to address such trends. + Evaluates the appropriateness of items billed based on supporting record documentation and ensures documentation conforms to CMS and/or payor requirements. + Prepares written reports of audit findings, with recommendations, and presents to appropriate stakeholders; evaluates the adequacy of management corrective action to improve deficiencies; maintains audit records. + Collaborates with the Legal team to conduct risk assessments to define audit priorities based on previous audit findings, management priorities, national normative data, CMS initiatives, OIG work plans and advisories and healthcare industry best-practices. + Develops and implements compliance training to ensure compliance with federal and state regulations and laws, CMS and other third-party payer billing rules and internal documentation, coding and billing policies and procedures. + Plans and conducts regular compliance training for Revenue Cycle team members, as needed. + Provides feedback and training for staff regarding potential claim deficiencies + Serves as institutional subject matter expert and authoritative resource regarding federal, state and payer documentation, billing and coding rules and regulations, maintaining awareness of governmental regulations, protocols and third-party requirements. + Supports the overall workplan of the Compliance Department. + Interacts with subordinates, peers, customers and suppliers at various management levels and may interact with senior management. + Interactions normally involve resolution of issues related to operations and/or projects + Gains consensus from various parties involved. + Other duties as assigned. Qualifications + 8-12 years of experience, preferred + Bachelor's degree in related field, or equivalent work experience, preferred. + Familiarity with key laws, regulations, and sub-regulatory guidance that affects DMEPOS businesses and by federal and state government programs, for example, fraud and abuse (Anti-Kickback Statute, False Claims Act, Civil Monetary Penalties Law, Stark, and Beneficiary Inducement Statutes); works collaboratively with the Legal Team to help advise the At-Home Solutions business + 7+ years of related work experience supporting compliance programs in DMEPOS suppliers, coding and medical necessity expertise, preferred. + Related work experience with Brightree, preferred. + Expert-level knowledge of Medicare and Medicaid billing and documentation requirements; healthcare compliance audit methodology, principles and techniques; CMS Medicare manuals; DMEPOS reimbursement and repayment; confidentiality standards. + Ability to interpret and apply coverage determination, documentation and coding rules, laws and regulations and to interpret medical record progress notes, handwritten and electronic chart entries, provider orders and other related documentation. + Strong attention to detail with an emphasis on organizational and analytical skills. + Understanding of institutional risks and appropriate judgment to use a risk-based approach in planning and executing duties. + Ability to communicate complex and potentially sensitive issues to all levels of management including senior leadership. + Prompt and efficient ability to manage shifting priorities, demands and timelines using analytical and problem-solving capabilities. + Ability to effectively prioritize and execute tasks in a fast-paced, dynamic environment. + Excellent problem-solving skills with self-starter qualities, enabling management of responsibilities to function effectively and efficiently. + Strong communication and presentation skills. + Proficiency in MS Word, Excel, PowerPoint, and Outlook. What is expected of you and others at this level + Manages department operations and supervises professional employees, front line supervisors and/or business support staff. + Participates in the development of policies and procedures to achieve specific goals. + Ensure employees operate within guidelines. + Decisions have impact on work processes, and outcomes. + Ability to work in a team environment with the ability to handle multiple audits at once. + Knowledge of claim lifecycles and revenue cycle management. + Knowledge of CMS Local Coverage Determination policies, and various payor requirements. + Professional auditing experience. + Exceptional Customer Service Skills. + Proven interpersonal communication skills. + Excellent time management, personal integrity and ability to maintain confidentiality **Anticipated salary range:** $105,500-$150,100 **Bonus eligible:** Yes **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. - Medical, dental and vision coverage - Paid time off - Health savings account (HSA) - 401k savings plan - Access to wages before pay day with my FlexPay - Flexible spending accounts (FSAs) - Short- and long-term disability coverage - Work-Life resources - Paid parental leave - Healthy lifestyle programs **Application window anticipated to close:** 03/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $105.5k-150.1k yearly 7d ago
  • Audit Manager

    The Ritedose Corporation 4.0company rating

    Portfolio manager job in Columbia, SC

    The Audit Manager is responsible for the internal audit program, supplier quality management and coordination/execution of customer and regulatory audits. Responsibilities: Ensure execution of internal audits according to the Internal Audit Master Plan Track the execution of corrective action implementation of audit findings Provide oversight to supplier quality management process Conduct supplier audits including on-site inspections when required Maintain a history of audits performed and schedule repeat audits as required Coordinate and manage supplier quality alerts Coordinate and participate in regulatory and customer audits Perform trending of audit findings and identify opportunities for improvement Maintain current knowledge of regulations and guidance documents Manage and mentor audit personnel Qualifications: Four year college degree in Pharmacy, Chemistry, Biology or related field 5-10 years' experience in the pharmaceutical industry with a quality background Thorough knowledge of cGMP/ 21CFR with related experience in regulatory and compliance ASQ Certified Quality Auditor required Experience with FDA audits Proficient with current word processing and database software Strong interpersonal/group skills with ability to motivate and direct others Strong communication skills, verbal and written Qualifications Qualifications: Four year college degree in Pharmacy, Chemistry, Biology or related field 5-10 years' experience in the pharmaceutical industry with a quality background Thorough knowledge of cGMP/ 21CFR with related experience in regulatory and compliance ASQ Certified Quality Auditor required Experience with FDA audits Proficient with current word processing and database software Strong interpersonal/group skills with ability to motivate and direct others Strong communication skills, verbal and written
    $91k-138k yearly est. 9d ago
  • Workforce and Reporting Manager

    Palmetto GBA 4.5company rating

    Portfolio manager job in Columbia, SC

    We are currently hiring for a Workforce and Reporting Manager to join BlueCross BlueShield of South Carolina. You will be responsible for managing one or more teams responsible for customer service. Manages the day-to-day operations and workload issues for staff. Why should you join the BlueCross BlueShield of South Carolina family of companies? Other companies come and go, but for more than seven decades we've been part of the national landscape, with our roots firmly embedded in the South Carolina community. We are the largest insurance company in South Carolina … and much more. We are one of the nation's leading administrators of government contracts. We operate one of the most sophisticated data processing centers in the Southeast. We also have a diverse family of subsidiary companies that allows us to build on a variety of business strengths. We deliver outstanding service to our customers. If you are dedicated to the same philosophy, consider joining our team! Here is your opportunity to join a dynamic team at a diverse company with secure, community roots and an innovative future. Description Logistics: Palmetto GBA Location: This position is on-site full-time Monday-Friday in a typical office environment. Employees are required to work the hours of 8:00 AM to 5:00 PM. It may be necessary, given the business need to work occasional overtime and weekends. This role is located at 17 Technology Circle, Columbia, SC 29203. SCA Benefit Requirements: BlueCross BlueShield of South Carolina and its subsidiary companies have contracts with the federal government subject to the Service Contract Act (SCA). As a Service Contract Act (SCA) employee, you are required to enroll in our health insurance, even if you already have other health insurance. Until your enrollment is complete, you will receive supplemental pay for health coverage. Your coverage begins on the first day of the month following 28 days of full-time employment. What You'll Do: Organizes and manages customer service staff and/or customer service teams for a line of business or department. Assigns work to associates within the team(s). Assists staff by providing guidance and assistance with questions and problems encountered. Handles escalated or sensitive customer matters. Manages performance to ensure that individual productivity, quality and timeliness standards are met. Monitors individual and team performance to ensure all customer requirements are met or exceeded. Monitors and analyzes reports/statistics, processes, and resources to provide maximum efficiency and effectiveness for all functions. Ensures appropriate training for all associates to ensure that the most current guidelines are always being followed. Conducts coaching sessions to ensure development of staff within team. Conducts team meetings and communications to ensure consistency. Encourages, facilitates, and initiates process improvements. Ensures that the department is in compliance with all company and government regulations. Monitors expenses and prepares annual budget for team. To Qualify For This Position, You'll Need The Following: Required Education: Bachelor's Degree Equivalency: 4 years job related work experience or Associate's and 2 years job related work experience (Equivalency not applicable for the Celerian Group. Bachelor's degree required.) Required Experience: 2 years of health related or customer service work experience. 1 year of supervisory experience OR 1 year of equivalent military experience in grade E4 or above. Required Skills and Abilities: Excellent communication, decision making, analytical, and problem solving skills. Excellent interpersonal, time management, and leadership skills. Superior customer service orientation. Required Software and Tools: Microsoft Office. Our Comprehensive Benefits Package Includes the Following: We offer our employees great benefits and rewards. You will be eligible to participate in the benefits the first of the month following 28 days of employment. Subsidized health plans, dental and vision coverage 401k retirement savings plan with company match Life Insurance · Paid Time Off (PTO) On-site cafeterias and fitness centers in major locations Education Assistance Service Recognition · National discounts to movies, theaters, zoos, theme parks and more What We Can Do for You: We understand the value of a diverse and inclusive workplace and strive to be an employer where employees across all spectrums have the opportunity to develop their skills, advance their careers and contribute their unique abilities to the growth of our company. ' What To Expect Next: After submitting your application, our recruiting team members will review your resume to ensure you meet the qualifications. This may include a brief telephone interview or email communication with our recruiter to verify resume specifics and salary requirements. Equal Employment Opportunity Statement BlueCross BlueShield of South Carolina and our subsidiary companies maintain a continuing policy of nondiscrimination in employment to promote employment opportunities for persons regardless of age, race, color, national origin, sex, religion, veteran status, disability, weight, sexual orientation, gender identity, genetic information or any other legally protected status. Additionally, as a federal contractor, the company maintains affirmative action programs to promote employment opportunities for individuals with disabilities and protected veterans. It is our policy to provide equal opportunities in all phases of the employment process and to comply with applicable federal, state and local laws and regulations. We are committed to working with and providing reasonable accommodations to individuals with disabilities, pregnant individuals, individuals with pregnancy-related conditions, and individuals needing accommodations for sincerely held religious beliefs, provided that those accommodations do not impose an undue hardship on the Company. If you need special assistance or an accommodation while seeking employment, please email ************************ or call ************, ext. 47480 with the nature of your request. We will make a determination regarding your request for reasonable accommodation on a case-by-case basis. We participate in E-Verify and comply with the Pay Transparency Nondiscrimination Provision. We are an Equal Opportunity Employer. Here's more information. Some states have required notifications. Here's more information.
    $80k-106k yearly est. Auto-Apply 7d ago
  • Commercial Finance Manager

    Dentsu Group Inc.

    Portfolio manager job in Columbia, SC

    Merkle is a leading technology-enabled, data-driven customer experience management (CXM) company. For over 30 years, Fortune 1,000 companies and leading nonprofit organizations have partnered with us to build and maximize the value of their customer portfolios. We are champions for meaningful progress and we strive to be a force for good-for our people, for our clients, for the industry and for our society. We keep our people at the center, creating space for growth, understanding and learning so they can thrive. We embed diversity, in our mindset, in our solutions and in our teams to empower an inclusive, equitable and culturally fluent environment. Building this culture within our teams makes us better collaborators with each other and with our clients, driving better outcomes for all. Merkle is an agency of dentsu. Job Description Dentsu is looking for an enthusiastic self-motivated Commercial Finance Business Partner who thrives in a fast-paced environment. The successful candidate is comfortable having direct and thoughtful dialogue with both internal and external clients, understands the basics of revenue and expense accounting, has experience with pricing strategies to effectively advise the business on favorable commercial terms, and has attention to detail to review and redline complex legal contracts, including master agreements and statements of work. Primary responsibilities include (1) acting as a commercial advisor to the business and sales teams on pricing, revenue recognition, margin improvement, client disputes, and other ad hoc financial issues (2) partnering with the business on development of complex pricing commercial models. Activities include: * Understand Merkle's primary service offerings and understand IFRS revenue principles to related revenue streams. * Develop innovative pricing models with clear and concise messaging * Review material client contracts for overall earnings and risk management considerations and act as the primary escalation point for risk considerations identified by team members. * Collaborate with legal and the commercial contracts team on corporate risk management * Lead client negotiations of contracts, pricing and general finance matters * Escalate economic risk issues to senior and executive management as they arise. * Monitor project level profitability and coordinate with delivery on margin improvement * Build deep, trusted relationships with sales, client team, and capability leaders to ensure honest and efficient conversations occur regarding revenue recognition and contract management. * Regularly identify opportunities to improve current processes, policies, procedures and controls to enhance delivery of world-class service to both internal and external customers. * Ensure the identification of opportunities to minimize contract risk and coordinate commercial risk mitigation measures. * Prepare contract/commercial risk assessments and deliver contract briefings to business unit/service line leadership, as required. * Responsible for timely processing of pricing and contract activities against established service levels through Salesforce tool and manage dashboard metrics. * Develop, implement, and ensure compliance with appropriate strategic commercial approach, based on contract type (i.e. Retainer, Deliverables, T&M). Qualifications: * BA/BS from a four-year college or university and 5 - 10 years of Finance, Accounting, and / or Contract related responsibilities * Experience managing financial and business operations in a customer-focused service firm * High level of proficiency in Microsoft Office suite, specifically with Word and Excel. * Ability to build strong relationships and earn respect quickly across the organization. * Ability to collaborate with other groups such as Legal, Accounting, Sales Support, as well as to motivate and negotiate effectively with key employees, top management, and external clients * Ability to comprehend, analyze, and interpret complex business documents and respond effectively to the sensitive issues * Ability to prioritize and complete daily workload and projects with minimal supervision and in accordance with deadlines and shifting priorities * Ability to interact and communicate professionally with all levels of management, multiple geographies, internal subject matter experts, legal staff, vendors, and clients * Ability to synthesize information from a variety of sources and present it in a meaningful and concise way At dentsu, we believe great work happens when we're connected. Our way of working combines flexibility with in-person collaboration to spark ideas and strengthen our teams. Employees who live within a commutable distance of one of our hub offices, currently located in Chicago, metro Detroit, Los Angeles, and New York City, are required and expected to work from the office three days per week (two days per week for employees based in Los Angeles). Dentsu may designate other Hub offices at any time. Those who live outside a commutable range may be designated as remote, depending on the role and business needs. Regardless of your work location, we expect our employees to be flexible to meet the needs of our Company and clients, which may include attendance in an office. The anticipated salary range for this position is ($94,000-$152,375). Actual salary will be based on a variety of factors including relevant experience, knowledge, skills and other factors permitted by law. A range of medical, dental, vision, 401(k) matching, paid time off, and/or other benefits also are available. For more information regarding dentsu benefits, please visit dentsubenefitsplus.com #LI-HYBRID #LI-REMOTE Location: Columbia Brand: Dentsu Time Type: Full time Contract Type: Permanent Dentsu is committed to providing equal employment opportunities to all applicants and employees. We do this without regard to race, color, national origin, sex , sexual orientation, gender identity, age, pregnancy, childbirth or related medical conditions, ancestry, physical or mental disability, marital status, political affiliation, religious practices and observances, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. Dentsu is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with us, please send an e-mail to ApplicantAccommodations@dentsu.com by clicking on the link to let us know the nature of your accommodation request and your contact information. We are here to support you.
    $94k-152.4k yearly Auto-Apply 44d ago
  • Audit Manager - Healthcare

    Elliot Davis 3.7company rating

    Portfolio manager job in Columbia, SC

    WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. Job Summary: The role of Audit Manager is to oversee the audit process from planning to completion for clients as part of the company's annual audit plan. Tasks will include supervising the audit process, researching, reviewing current processes and providing recommendations to enhance company policies and procedures. The Audit Manager is responsible for training, supporting, supervising, motivating, and reviewing the work of audit staff and senior members. Responsibilities: * Possess thorough knowledge of all facets of client's business to ensure client understanding of engagement economics and to provide frequent updates * Actively communicate progress of engagements, problems, and resolutions to clients * Continuously improve specialty area knowledge and educate team on new audit practices and processes * Manage billable hour budgets and follow up when team is over/under to determine cause * Lead multiple auditing and accounting projects and client engagements simultaneously * Delegate and manage audit and accounting assignments to achieve accurate and efficient product * Research and identify complex audit issues and recommend creative solutions with the input of key stakeholders * Build challenging developmental plans for all team members and evaluate results * Manage billable hour budgets and follow up when team is over/under to determine cause * Assume responsibility for and provide direction and coaching to audit team * Generate new business for firm through community involvement, networking, and professional events/committees * Develop and sustain excellent client relationships, owning the relationship end-to-end * Celebrate individual and team accomplishments and be part of recruiting new and experienced staff * Provide effective performance feedback and on-the-job training * Contribute to performance management to help assess readiness for promotion of staff and senior levels Requirements: * A Bachelor's degree in Accounting or Finance * 5+ years recent audit experience at a public accounting firm * CPA Certification * Successful experience in developing new or extended service opportunities with existing and/or prospective clients * Strong oral and written interpersonal skills * Effective analytical and problem-solving ability * Experience in hiring, developing and leading a team of professional auditors #LI-RB1 #LI-Hybrid WHY YOU SHOULD JOIN US We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: * generous time away and paid firm holidays, including the week between Christmas and New Year's * flexible work schedules * 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) * first-class health and wellness benefits, including wellness coaching and mental health counseling * one-on-one professional coaching * Leadership and career development programs * access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. ADA REQUIREMENTS The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements While performing the duties of this job, the employee is: * Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone * Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to: * Use written and oral communication skills. * Read and interpret data, information, and documents. * Observe and interpret situations. * Work under deadlines with frequent interruptions; and * Interact with internal and external customers and others in the course of work.
    $76k-94k yearly est. Auto-Apply 60d+ ago
  • Workforce and Reporting Manager

    Bluecross Blueshield of South Carolina 4.6company rating

    Portfolio manager job in Columbia, SC

    We are currently hiring for a Workforce and Reporting Manager to join BlueCross BlueShield of South Carolina. You will be responsible for managing one or more teams responsible for customer service. Manages the day-to-day operations and workload issues for staff. Why should you join the BlueCross BlueShield of South Carolina family of companies? Other companies come and go, but for more than seven decades we've been part of the national landscape, with our roots firmly embedded in the South Carolina community. We are the largest insurance company in South Carolina … and much more. We are one of the nation's leading administrators of government contracts. We operate one of the most sophisticated data processing centers in the Southeast. We also have a diverse family of subsidiary companies that allows us to build on a variety of business strengths. We deliver outstanding service to our customers. If you are dedicated to the same philosophy, consider joining our team! Here is your opportunity to join a dynamic team at a diverse company with secure, community roots and an innovative future. Description Logistics: Palmetto GBA Location: This position is on-site full-time Monday-Friday in a typical office environment. Employees are required to work the hours of 8:00 AM to 5:00 PM. It may be necessary, given the business need to work occasional overtime and weekends. This role is located at 17 Technology Circle, Columbia, SC 29203. SCA Benefit Requirements: BlueCross BlueShield of South Carolina and its subsidiary companies have contracts with the federal government subject to the Service Contract Act (SCA). As a Service Contract Act (SCA) employee, you are required to enroll in our health insurance, even if you already have other health insurance. Until your enrollment is complete, you will receive supplemental pay for health coverage. Your coverage begins on the first day of the month following 28 days of full-time employment. What You'll Do: Organizes and manages customer service staff and/or customer service teams for a line of business or department. Assigns work to associates within the team(s). Assists staff by providing guidance and assistance with questions and problems encountered. Handles escalated or sensitive customer matters. Manages performance to ensure that individual productivity, quality and timeliness standards are met. Monitors individual and team performance to ensure all customer requirements are met or exceeded. Monitors and analyzes reports/statistics, processes, and resources to provide maximum efficiency and effectiveness for all functions. Ensures appropriate training for all associates to ensure that the most current guidelines are always being followed. Conducts coaching sessions to ensure development of staff within team. Conducts team meetings and communications to ensure consistency. Encourages, facilitates, and initiates process improvements. Ensures that the department is in compliance with all company and government regulations. Monitors expenses and prepares annual budget for team. To Qualify For This Position, You'll Need The Following: Required Education: Bachelor's Degree Equivalency: 4 years job related work experience or Associate's and 2 years job related work experience (Equivalency not applicable for the Celerian Group. Bachelor's degree required.) Required Experience: 2 years of health related or customer service work experience. 1 year of supervisory experience OR 1 year of equivalent military experience in grade E4 or above. Required Skills and Abilities: Excellent communication, decision making, analytical, and problem solving skills. Excellent interpersonal, time management, and leadership skills. Superior customer service orientation. Required Software and Tools: Microsoft Office. Our Comprehensive Benefits Package Includes the Following: We offer our employees great benefits and rewards. You will be eligible to participate in the benefits the first of the month following 28 days of employment. Subsidized health plans, dental and vision coverage 401k retirement savings plan with company match Life Insurance · Paid Time Off (PTO) On-site cafeterias and fitness centers in major locations Education Assistance Service Recognition · National discounts to movies, theaters, zoos, theme parks and more What We Can Do for You: We understand the value of a diverse and inclusive workplace and strive to be an employer where employees across all spectrums have the opportunity to develop their skills, advance their careers and contribute their unique abilities to the growth of our company. ' What To Expect Next: After submitting your application, our recruiting team members will review your resume to ensure you meet the qualifications. This may include a brief telephone interview or email communication with our recruiter to verify resume specifics and salary requirements. Equal Employment Opportunity Statement BlueCross BlueShield of South Carolina and our subsidiary companies maintain a continuing policy of nondiscrimination in employment to promote employment opportunities for persons regardless of age, race, color, national origin, sex, religion, veteran status, disability, weight, sexual orientation, gender identity, genetic information or any other legally protected status. Additionally, as a federal contractor, the company maintains affirmative action programs to promote employment opportunities for individuals with disabilities and protected veterans. It is our policy to provide equal opportunities in all phases of the employment process and to comply with applicable federal, state and local laws and regulations. We are committed to working with and providing reasonable accommodations to individuals with disabilities, pregnant individuals, individuals with pregnancy-related conditions, and individuals needing accommodations for sincerely held religious beliefs, provided that those accommodations do not impose an undue hardship on the Company. If you need special assistance or an accommodation while seeking employment, please email ************************ or call ************, ext. 47480 with the nature of your request. We will make a determination regarding your request for reasonable accommodation on a case-by-case basis. We participate in E-Verify and comply with the Pay Transparency Nondiscrimination Provision. We are an Equal Opportunity Employer. Here's more information. Some states have required notifications. Here's more information.
    $88k-107k yearly est. Auto-Apply 6d ago
  • Senior Tax Manager

    Bauknight Pietras & Stormer 3.9company rating

    Portfolio manager job in Columbia, SC

    Job DescriptionSalary: Senior Tax Manager About BPS Established in 1991, Bauknight Pietras & Stormer, P.A. (BPS) is one of the Southeasts premier accounting and consulting firms and proudly ranks among the largest locally owned public accounting firms in South Carolina. Headquartered in Columbia, SC, BPS serves as a strategic advisor to clients in industries including Real Estate & Construction, Insurance, Professional Services, Closely Held Businesses, and High Net Worth Individuals. Our firm has earned repeated national recognition Forbes named BPS one of Americas Top Recommended Tax and Accounting Firms for three consecutive years, and Inside Public Accounting honored us as a Top 50 Best of the Best Firm in 2020. As we expand our presence into new markets, we are actively seeking a Senior Tax Manager to join our growing team in Columbia, SC. What Youll Do As a Senior Tax Manager at BPS, you will serve as a key leader in the tax practice, driving client service excellence, advancing business development initiatives, and contributing to the growth and mentorship of our tax team. Your responsibilities will include: - Acting as a trusted advisor to clients by providing strategic insights on complex tax issues and opportunities. - Managing and reviewing federal and state tax returns for individuals, partnerships, corporations, and trusts. - Leading multiple client engagements simultaneously, ensuring quality, timeliness, and adherence to budget. - Mentoring, supervising, and developing tax professionals at all levels, fostering a culture of learning and growth. - Collaborating with firm leadership on strategic initiatives, including practice development, client acquisition, and cross-functional opportunities. - Staying current on legislative changes and tax law developments to proactively advise clients. What Were Looking For - 10+ years of progressive public accounting experience with a concentration in tax. - Active CPA license required. - Demonstrated success in managing client relationships and delivering exceptional service. - Strong technical expertise in individual, corporate, partnership, and trust taxation. - Proven leadership abilitycapable of motivating and coaching high-performing teams. - Excellent communication and interpersonal skills. - Self-driven, detail-oriented, and able to thrive in a dynamic, growth-focused environment. - Experience with UltraTax, CCH, or similar tax software preferred. Why BPS? - Culture of excellence and growth We prioritize professional development and provide a clear path for advancement. - Recognition and stability Join a nationally acclaimed firm with a 30+ year track record of success. - Competitive compensation Robust salary and benefits package, plus paid professional development, and firm-sponsored events. Apply today and take the next step in your career with one of the Southeasts most respected accounting firms. Note: We are not accepting submissions from headhunters or staffing agencies for this role.
    $68k-93k yearly est. 20d ago
  • Teller Manager

    Palmetto Citizens Federal Credit Union 3.9company rating

    Portfolio manager job in Whitmire, SC

    The Teller Manager is responsible for overseeing associates to ensure they deliver accurate, professional, and solution-focused service to members. This role supports the Manager in all aspects of operations to ensure friendly and efficient service to the membership. In the absence of the Manager and Assistant Manager, the Teller Manager assumes full responsibility for the operation of the credit union branch. This role also requires maintaining up-to-date knowledge of and strict adherence to security procedures and internal controls. Additional duties may be assigned as needed. Responsibilities Solution Oriented: Oversee and enhance solution-oriented assistance to members. Specifically develop and enhance abilities of Tellers to: Professionally and proactively help members in achieving their financial objectives with financial guidance and advice. Work with members to resolve potential problems to create a positive member solution. Product Promotion: Oversee and enhance associate's ability to meet member needs with promotion of important credit union products. Specifically develop and enhance the ability of Tellers to: Understand members' needs and professionally promote appropriate credit union products and services. Work with associates to develop a strong knowledge of Palmetto Citizens' products. Help associates be successful in increasing member service usage of Palmetto Citizens products. Tellering: Develop associates appropriately to handle all Tellering functions. Oversee and enhance associates in meeting member needs through tellering assistance, specifically develop and enhance ability of Tellers to: Always deliver assistance in a safe and secure manner. Ensures associates understand the importance of knowing the member and the depth of their relationship. Provide excellent member service by handling transactions accurately and efficiently. Always be professional and pleasant in handling member transactions. Oversee associates in receiving deposits, loan payments, and transfers; transacts cash or check withdrawals; provides cashiers checks, money orders and any other service within their authority. Maintain a balanced and secured cash drawer. Properly use authority to permit availability of funds for checks up to and including $__________ without further approval. Management: Develops Tellers and has responsibility for member service line goals to drive growth in members, loans, and deposits. Has responsibility of accurate cash ordering to fulfill the needs to the members. Work closely with associates to monitor and assist them through the progression of appropriate Member Service Project certifications. Responsible for the balancing and security of vault cash, travelers' cheques, all consigned tickets, and negotiable instrument(s) in the office. Responsible for instructing associates in the areas of security procedures and internal controls. Authority to accept and approve checks up to the above limit. Develops Tellers to work with members to resolve potential problems. Oversees assistance to members to anticipate potential problems and offer suggestions and possible solutions. Supervise ATM balancing (West Columbia Branch only), care and service by Assistant Teller Manager. Enhance the value of the Member Service Project, as well as Teller job value. Enhance associates' abilities through mentoring and teaching. Qualifications 4+ years of cash handling and customer service experience required, preferably in a retail banking or credit union setting. 2+ years of previous supervisory experience with customer service/sales is required. High School Diploma or GED is required, college degree preferred. Excellent communication skills, both verbal and non-verbal. Prior head tellering experience preferred. Bilingual candidates a plus. Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
    $30k-35k yearly est. Auto-Apply 11d ago
  • Branch Manager - Columbia Area - Columbia, SC

    JPMC

    Portfolio manager job in Columbia, SC

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. Job responsibilities Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence. Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments. Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust. Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation. Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry. Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community. Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures. Required qualifications, capabilities, and skills You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles. You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success. You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently. You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies. You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved. You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience. You have a high school degree, GED, or foreign equivalent. You have the ability to work branch hours including weekends and evenings. Preferred qualifications, capabilities, and skills You have a college degree or military equivalent. Training and Travel Requirement You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager. You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state. Dodd Frank and Safe Act: This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $41k-64k yearly est. Auto-Apply 60d+ ago
  • Teller Manager

    Job Listingspalmetto Citizens Federal Credit Union

    Portfolio manager job in Whitmire, SC

    The Teller Manager is responsible for overseeing associates to ensure they deliver accurate, professional, and solution-focused service to members. This role supports the Manager in all aspects of operations to ensure friendly and efficient service to the membership. In the absence of the Manager and Assistant Manager, the Teller Manager assumes full responsibility for the operation of the credit union branch. This role also requires maintaining up-to-date knowledge of and strict adherence to security procedures and internal controls. Additional duties may be assigned as needed. Responsibilities Solution Oriented: Oversee and enhance solution-oriented assistance to members. Specifically develop and enhance abilities of Tellers to: Professionally and proactively help members in achieving their financial objectives with financial guidance and advice. Work with members to resolve potential problems to create a positive member solution. Product Promotion: Oversee and enhance associate's ability to meet member needs with promotion of important credit union products. Specifically develop and enhance the ability of Tellers to: Understand members' needs and professionally promote appropriate credit union products and services. Work with associates to develop a strong knowledge of Palmetto Citizens' products. Help associates be successful in increasing member service usage of Palmetto Citizens products. Tellering: Develop associates appropriately to handle all Tellering functions. Oversee and enhance associates in meeting member needs through tellering assistance, specifically develop and enhance ability of Tellers to: Always deliver assistance in a safe and secure manner. Ensures associates understand the importance of knowing the member and the depth of their relationship. Provide excellent member service by handling transactions accurately and efficiently. Always be professional and pleasant in handling member transactions. Oversee associates in receiving deposits, loan payments, and transfers; transacts cash or check withdrawals; provides cashiers checks, money orders and any other service within their authority. Maintain a balanced and secured cash drawer. Properly use authority to permit availability of funds for checks up to and including $__________ without further approval. Management: Develops Tellers and has responsibility for member service line goals to drive growth in members, loans, and deposits. Has responsibility of accurate cash ordering to fulfill the needs to the members. Work closely with associates to monitor and assist them through the progression of appropriate Member Service Project certifications. Responsible for the balancing and security of vault cash, travelers' cheques, all consigned tickets, and negotiable instrument(s) in the office. Responsible for instructing associates in the areas of security procedures and internal controls. Authority to accept and approve checks up to the above limit. Develops Tellers to work with members to resolve potential problems. Oversees assistance to members to anticipate potential problems and offer suggestions and possible solutions. Supervise ATM balancing (West Columbia Branch only), care and service by Assistant Teller Manager. Enhance the value of the Member Service Project, as well as Teller job value. Enhance associates' abilities through mentoring and teaching. Qualifications 4+ years of cash handling and customer service experience required, preferably in a retail banking or credit union setting. 2+ years of previous supervisory experience with customer service/sales is required. High School Diploma or GED is required, college degree preferred. Excellent communication skills, both verbal and non-verbal. Prior head tellering experience preferred. Bilingual candidates a plus. Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
    $32k-46k yearly est. Auto-Apply 5d ago
  • Plumbing Branch Manager

    Plumbing Solutions 3.8company rating

    Portfolio manager job in Lexington, SC

    Branch Manager-Plumbing Solutions LLC $60,000-$85,000 Based on Experience About the Role Are you a proven leader in residential plumbing or construction, ready to take ownership of an entire branch operation? Plumbing Solutions LLC is seeking an experienced Branch Manager to lead our Lexington branch to consistent, high-quality, and profitable performance. As Branch Manager, you'll be the head of your branch responsible for leading field crews, quality inspectors, warehouse operations, and builder relationships. You'll ensure every job is completed safely, on time, to our quality standards, and profitably. This is a hands-on leadership role where you'll coach your team daily, strengthen builder partnerships, and drive results that matter. What You'll Do Lead Your Team to Excellence Manage and mentor Field Supervisors, Quality Inspectors, Install Crews, and Warehouse Staff Conduct weekly team meetings to align schedules, production goals, safety, and quality Visit job sites regularly to maintain standards, support your team, and boost morale Partner with HR on recruiting, onboarding, performance feedback, and when necessary, disciplinary actions Drive Operational Performance Own branch-level production, labor utilization, and on-time job completion Coordinate with HQ on scheduling, procurement, and material staging to keep crews job-ready Maintain daily visibility on field production-tracking completions, delays, and crew allocation Oversee warehouse inventory, tool control, and material accountability Ensure Quality & Compliance Partner with Quality Inspectors to uphold Plumbing Solutions standards and builder requirements Use inspection reports to coach installers and eliminate recurring issues Implement corrective actions when jobs fail inspection or exceed rework thresholds Align local practices with company-wide installation standards Build Strong Builder Relationships Maintain proactive communication with builders, site supers, and local inspectors Resolve builder issues promptly with professionalism and ownership Strengthen long-term partnerships and expand project opportunities Exceed builder expectations through timely updates and consistent delivery Track Performance & Drive Improvement Monitor branch KPIs: Labor Efficiency, Rework Rate, Schedule Compliance, Safety Incidents, and Builder Satisfaction Support job costing reviews and identify opportunities for operational improvement Collaborate with leadership on performance trends and corrective action plans What Success Looks Like You'll know you're winning when: Your branch consistently hits schedule compliance, labor efficiency, and quality goals Jobs are completed on time, safely, and with zero to minimal rework Builders trust Plumbing Solutions as their most reliable partner Your team operates independently and confidently, with high morale and retention The branch meets or exceeds profitability targets month after month Who You Are Experienced & Capable 5+ years of field leadership or management experience in residential plumbing or construction Extensive plumbing experience (Master Plumbing License preferred, but not required if skill level is sufficient) Proven track record leading teams, managing production schedules, and maintaining builder relationships Organized & Data-Driven Strong organizational and communication skills Basic understanding of budgeting, job costing, and performance metrics Deep familiarity with local building codes and installation standards A True Leader Demonstrated integrity with an ownership mindset and team-first leadership style Willing to work alongside your team-performing warehouse tasks, plumbing work, and management duties as needed Committed to upholding company values: quality, teamwork, and accountability Why Join Plumbing Solutions LLC? Leadership Autonomy: Run your branch like it's your own business Supportive Structure: HQ handles scheduling, procurement, and HR so you can focus on leading Growth Opportunity: Be part of a growing company where your performance directly impacts success Team-First Culture: Work with people who value quality, accountability, and doing things right Ready to Lead? If you're ready to take ownership of a branch, build a high-performing team, and deliver exceptional results, we want to hear from you. Apply today to join Plumbing Solutions as our Branch Manager. Mandatory Experience & Industry Qualifications Field Leadership Experience: A minimum of 5+ years of field leadership or management experience in residential plumbing, construction, or a closely related trade. Plumbing/Trade Expertise: Extensive practical plumbing experience. While a Master Plumbing License is preferred, it is not required if the candidate possesses sufficient, proven skill and knowledge in residential plumbing installation practices. Operational Management Track Record: Demonstrated success in managing local production, overseeing complex field schedules, and ensuring compliance with installation, safety, and quality standards. Local Compliance Knowledge: Deep familiarity with local building codes and trade installation standards relevant to the Florence branch location. Financial Literacy: Basic understanding of budgeting, job costing, labor utilization metrics (KPIs), and supporting data-driven operational decisions. Core Leadership & Accountability Skills People Management: Proven ability to lead, coach, and motivate diverse teams, including Field Supervisors, Install Crews, Quality Inspectors, and Warehouse staff. Builder Relationship Management: Skilled in actively strengthening long-term builder relationships, managing expectations, and resolving site issues promptly and professionally. Accountability Driver: Ability to enforce company standards and values (quality, teamwork, accountability) while delivering performance feedback and managing disciplinary actions in partnership with HR. Hands-On Ownership: A demonstrated ownership mindset with a willingness to engage in various operational tasks (warehouse, plumbing, management) to ensure the branch's overall success. Structured Communication: Excellent organizational and communication skills, necessary for daily coordination with the Operations Coordinator/COO and proactive communication with builders and field teams.
    $60k-85k yearly 13d ago
  • CREDIT MANAGER

    BB BHF Stores LLC 3.1company rating

    Portfolio manager job in Columbia, SC

    The Credit Manager along with the Sales Manager are the second in charge at the individual branch location. The Credit Manager performs a wide variety of job functions at the direction of the General Manager, assisting and coordinating store activities to ensure safe, professional and profitable operations. The Credit Manager is accountable for meeting company objectives; maintain company quality standards and adhering to company policies. Principal Accountabilities Acquire and Maintain Customers Act as a customer liaison who resells the benefits of timely rental/lease agreement renewal payments Assist in managing store personnel; may direct activities of one or more employees Compliance with all applicable federal, state and local statutes Decipher, prepare and review store reports Document all customer commitments Ensure company standards for renewals, delinquencies and store collections are satisfied Fill out paperwork for submission to corporate support Follow monthly marketing plans and maintain internal quality control standards Manage customer accounts Managing inventory and cash assets Prepare daily work schedules, delivery schedules, assign tasks, enforce company policy All other duties deemed necessary for effective store management Requirements for Credit Manager Effective organizational skills Established collection skills Good communication skills Handle multiple priorities simultaneously Learn and become proficient in POS system Maintain professional appearance Must be able to read, write and communicate effectively in person and over the phone with employees and customers Negotiate and resolve conflict Plan, organize, delegate, coordinate and follow up various tasks and assignments Recognize and solve problems Must have proficient navigational skills with a satisfactory driving record and meet insurability requirements Regular and consistent attendance, including nights and weekends as business dictates Education and Experience Two years experience with Rent-to-Own, retail or other business emphasizing customer service, account management, sales and merchandising. General Physical Requirements Position routinely requires lifting, loading, moving, and using a dolly for merchandise 50-300 pounds Stooping, bending, pulling, climbing, reaching and grabbing as required Must be able to traverse multiple flights of stairs while carrying furniture, appliance, and electronics Prolonged driving and standing Must be able to work in and outdoors in a variety of climates and weather conditions. $16.00 - $17.00 Hourly
    $16-17 hourly 5d ago
  • FY26 US Seasonal Tax-Financial Services Organization-Wealth and Asset Management Manager

    EY 4.7company rating

    Portfolio manager job in Columbia, SC

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **Seasonal Tax Manager - Wealth and Asset Management Partnership - *Remote* - GCR FSO ** EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! **The opportunity** EY is currently seeking experienced seasonal tax professionals. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. **Your key responsibilities** As a seasonal tax manager your main priority will be providing reviews of tax returns for partnerships, while staying connected with the members of your team. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required. **Skills and attributes for success** + A strategic eye toward prioritizing when working on multiple complex projects + Influencing skills, and the confidence and curiosity to question existing processes + Experience reviewing K-1 extraction data and footnotes, and reviewing federal and state partnership tax returns + Familiarity with taxable income allocations + Experience with corporate tax extension requests for corporate tax returns + The ability to produce technical writing and research in a tax context + Comfort with working remotely in a virtual team environment **To qualify for this role you must have ** + Valid US Certified Public Accountant (CPA) license or active state bar membership + A bachelor's degree in Accounting, Finance, Business or a related discipline + A minimum of 5 years of relevant investment or operating partnership tax compliance experience + A proven record of excellence in a professional services or tax organization + Knowledge in partnership tax technical and transactional skills **Ideally, you'll also have ** + A proven record of excellence in public accounting in a top or mid-tier firm + Experience with hedge funds or private equity funds preferred **What we look for** We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $73k-114k yearly est. 32d ago
  • Audit Manager - Alternative Investments

    Elliot Davis 3.7company rating

    Portfolio manager job in Columbia, SC

    WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. We are looking for an Audit Manager or Experienced Senior (3+ years) with Alternative Investment Funds experience to join our team. In this role you will provide audit and attest services to private investment funds for both registered and non-registered investment advisors that manage a variety of funds, including but not limited to, hedge funds, private equity and venture capital funds, private credit funds, SBIC funds, real estate funds, and offshore funds. In addition to private fund audit engagements, this position will provide and oversee audit and custody examination services for the investment advisory firms themselves. Through building strong relationships with your clients, including staying current on industry trends and client needs, you will provide services that extend beyond traditional compliance engagements. Are you the right fit? We would love to hear from you! Responsibilities * Work and communicate effectively with staff, clients, and third-party fund administrators * Teach, develop, and oversee staff throughout engagements; delegate assignments and tasks appropriately * Direct and control engagement planning process to successful completion * Bottom-line management of assigned engagements and individual productivity opportunities * Participate in the billing and collection process * Schedule, staff, and coordinate engagement workflow * Become a subject-matter expert in one or more technical aspects * Pursue opportunities to provide additional services; pursue leads; retain clients * Develop and maintain strong business relationships with individual clients and appropriate financial officers, fund administrators, and industry referral sources. * Coach and develop staff's understanding of our business and general business world * Serve as a mentor and role model * Provide honest, objective and constructive feedback in a timely manner to staff Requirements * A Bachelor's degree in Accounting and 4+ years of recent audit experience at a public accounting firm or an equivalent combination of education and experience with a focus on providing services to alternative investment funds and investment advisory firms. * Private equity fund experience a plus * CPA Certification preferred * Successful experience in managing moderate to high volume of engagements during peak seasons * Strong oral and written interpersonal skills * Effective analytical and problem-solving ability * Experience in hiring, developing, and leading a team of professional auditors WHY YOU SHOULD JOIN US We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: * generous time away and paid firm holidays, including the week between Christmas and New Year's * flexible work schedules * 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) * first-class health and wellness benefits, including wellness coaching and mental health counseling * one-on-one professional coaching * Leadership and career development programs * access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. ADA REQUIREMENTS The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements While performing the duties of this job, the employee is: * Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone * Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to: * Use written and oral communication skills. * Read and interpret data, information, and documents. * Observe and interpret situations. * Work under deadlines with frequent interruptions; and * Interact with internal and external customers and others in the course of work.
    $76k-94k yearly est. Auto-Apply 60d+ ago
  • Branch Manager - Columbia Garners Ferry Branch - Columbia, SC

    JPMC

    Portfolio manager job in Columbia, SC

    We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch. You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers. Job responsibilities Acts as the standard bearer of Chase and creates a world-class customer experience Educates clients on how to use our digital platforms to bank and invest when, where, and how they want Builds partnerships with local businesses to build the brand in the local market area through strong community involvement Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch Required qualifications, capabilities, and skills Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies Ability to work branch hours including weekends and evenings High school degree, GED, or foreign equivalent Preferred qualifications, capabilities, and skills College degree or military equivalent 2+ years of management, Retail Banking experience or equivalent Chase leadership experience Strong desire and ability to influence, educate, and connect team, partners and customers to technology Ability to adapt quickly to a changing environment and be a strong decision maker Training requirement or Travel requirement Successful completion of the Branch Manager training program is a pre-requisite to be considered active in Branch Manager role Ability to travel as required for in-person training and meetings; travel may include out of state Dodd Frank and Safe Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $41k-64k yearly est. Auto-Apply 60d+ ago
  • CREDIT MANAGER

    BB BHF Stores LLC 3.1company rating

    Portfolio manager job in Columbia, SC

    The Credit Manager along with the Sales Manager are the second in charge at the individual branch location. The Credit Manager performs a wide variety of job functions at the direction of the General Manager, assisting and coordinating store activities to ensure safe, professional and profitable operations. The Credit Manager is accountable for meeting company objectives; maintain company quality standards and adhering to company policies. Principal Accountabilities Acquire and Maintain Customers Act as a customer liaison who resells the benefits of timely rental/lease agreement renewal payments Assist in managing store personnel; may direct activities of one or more employees Compliance with all applicable federal, state and local statutes Decipher, prepare and review store reports Document all customer commitments Ensure company standards for renewals, delinquencies and store collections are satisfied Fill out paperwork for submission to corporate support Follow monthly marketing plans and maintain internal quality control standards Manage customer accounts Managing inventory and cash assets Prepare daily work schedules, delivery schedules, assign tasks, enforce company policy All other duties deemed necessary for effective store management Requirements for Credit Manager Effective organizational skills Established collection skills Good communication skills Handle multiple priorities simultaneously Learn and become proficient in POS system Maintain professional appearance Must be able to read, write and communicate effectively in person and over the phone with employees and customers Negotiate and resolve conflict Plan, organize, delegate, coordinate and follow up various tasks and assignments Recognize and solve problems Must have proficient navigational skills with a satisfactory driving record and meet insurability requirements Regular and consistent attendance, including nights and weekends as business dictates Education and Experience Two years experience with Rent-to-Own, retail or other business emphasizing customer service, account management, sales and merchandising. General Physical Requirements Position routinely requires lifting, loading, moving, and using a dolly for merchandise 50-300 pounds Stooping, bending, pulling, climbing, reaching and grabbing as required Must be able to traverse multiple flights of stairs while carrying furniture, appliance, and electronics Prolonged driving and standing Must be able to work in and outdoors in a variety of climates and weather conditions. $15.00 - $16.00 Hourly
    $15-16 hourly 5d ago

Learn more about portfolio manager jobs

How much does a portfolio manager earn in Forest Acres, SC?

The average portfolio manager in Forest Acres, SC earns between $50,000 and $155,000 annually. This compares to the national average portfolio manager range of $66,000 to $198,000.

Average portfolio manager salary in Forest Acres, SC

$88,000

What are the biggest employers of Portfolio Managers in Forest Acres, SC?

The biggest employers of Portfolio Managers in Forest Acres, SC are:
  1. UMB Bank
  2. AgFirst Farm Credit Bank
  3. Ernst & Young
  4. Farm Credit Services of America
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