Portfolio manager jobs in Highlands Ranch, CO

Job DescriptionDescription: At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Portfolio Manager III in Colorado. The salary range for this position is $105,000 to $120,000 depending on knowledge, skills, abilities, experience, and location. Description: The Portfolio Manager III position is responsible for gathering, analyzing, and interpreting financial and credit information in order to assess the creditworthiness of the company's commercial customers, focusing on the company's moderately complex credit relationships. The position assists Commercial Bankers in supporting new and existing loan relationships with an emphasis on maximizing credit quality and minimizing risk. Responsibilities: Review and analyze financial and credit information, such as financial statements, tax returns and credit reports to determine creditworthiness for borrowers and guarantors. Determine the need for a more thorough investigation or additional information and contact appropriate sources for such information. Prepare detailed financial and analytical reports for each entity analyzed, including historical financial data and trends, detailed cash flow analysis, global cash flow analysis, and simple projections. Research pertinent industry and market information relevant to customers' lines of business. Prepare a written summary of analysis for new and existing loan relationships, especially in regard to the sufficiency of cash flow, collateral and other repayment sources. Assess overall strengths and weaknesses of credit relationship. Communicate key analytical finding and opinions to Commercial Bankers, management or credit officers. Assist in monitoring credit files, such as periodic financial statements, borrowing base certificates, accounts receivable aging, and other items as required by the loan documents. Ensure that covenant compliance and financial reporting requirements are addressed. Exercise independent judgement on client relationship credit analysis and take appropriate resulting action. Participate in departmental or company-wide projects. Seek and propose process improvements. Provide technical advice and assistance to Commercial Bankers and customers. Assist as a lead in the review of work, training, and development of more junior Portfolio Managers. Attend joint calls with the Commercial Banker to gather more information about the business. Remain educated and informed about industry trends, community developments, market conditions and regulatory requirements and understand their effect on the company's lending criteria. Understand and adhere to all applicable federal and state laws and regulations, including, but not limited to, the Bank Secrecy Act (BSA) and related anti-money laundering laws and Office of Foreign Asset Controls (OFAC). Education / Experience Preferred: Bachelor's Degree in Accounting, Business, Economics, Finance, or similar field, in lieu of a degree, applicant must have a high school diploma or equivalent and have been in this discipline a minimum of 10+ years. 7+ years of experience in credit analysis/portfolio management in a commercial lending environment required. Must possess sound area of underwriting in areas of commercial lending such as commercial real estate, commercial and industrial lending. Must possess proven ability to successfully understand and analyze financial statements, including balance sheets, income statements, cash flow, and tax returns. Must be proficient in Microsoft Office Suite. Must possess strong business math skills. Must possess proven ability to think critically and communicate results concisely and clearly, both verbally and in writing. Must possess ability to multi-task, prioritize and meet deadlines. Must have ability to work collaboratively by finding common ground to solve problems with the ability to represent his/her own opinion. Must remain educated and informed on industry trends, market conditions and regulatory requirements and actively work to develop professionally. Must possess excellent verbal, written, interpersonal and customer service skills to tactfully and professionally assist with customers, employees, senior management, auditors and regulators. Must be able to work flexible hours. Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. Requirements:

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Commercial Portfolio Manager supports the commercial loan and deposit portfolio of one or more Relationship Managers (Commercial with some CRE) providing quality underwriting, sound portfolio management and superior client service. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Analyzes financial information to evaluate the credit worthiness of new loan requests, renewal loan requests and on-going Portfolio Management activities through thorough and accurate analyses within the parameters of the Bank's policies and procedures Completes industry research, as needed, supporting existing and new Customers to the Bank Compiles commercial loan packages (non BL and BLE) ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Borrower, Guarantors and the proposed transaction, critical analysis of the potential risk to the Bank, proper risk grading and discussion and a thoughtful recommendation. Completes, when needed, additional credit analysis through more in-depth tools outside of the traditional spreads and global cash flow (example CRE analysis tool) Guides the loan request through the Credit Approval Process and insures that structure meets the needs of the client and the operating objectives of the Bank Assures that large commercial loan relationships are in compliance with State and Federal regulations and Bank policies and procedures Monitors and services the large commercial loan portfolios of the supported Commercial Bankers through quality portfolio management work related to centralized covenant testing and tracking, the annual servicing review process and exception clearing Properly grades risk of each loan in the assigned portfolio, per policy. Recommends adjustments to risk grades as circumstances change or new information becomes available. Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank Ensures that all required documentation is in file for all loans and treasury management approvals. Works with the Relationship Manager and the LOA to help clear documentation or compliance deficiencies noted by Loan Operations or other review Periodically accompanies Relationship Manager on calls with existing and/or prospective Customers as requested Builds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.) Undertakes special projects related to job function as determined by Credit Administration Leadership Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank Works with Relationship Manager, Credit Administrators and Loan Assistant to minimize past due loans. As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations. Builds and maintains a positive working relationship with attorneys, appraisers, developers and others to enhance the Bank's image and reputation in the marketplace. Stays abreast of products and services the Bank is providing. Adheres specifically to all corporate policies and procedures, Federal and State regulations and laws. Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities. OTHER DUTIES Accepts other duties as assigned COMPETENCIES Excellent interpersonal skills Proficient in Microsoft Excel and Word Strong organization skills High attention to detail Cooperative and willing to assist coworkers and customers on a regular basis Effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others Possesses multi-tasking skills and be able to function well under pressure Ability to remain composed under pressure and respond to customer and coworker concerns regularly Patience and willingness to help others in solving problems while maintaining a positive attitude Qualifications and Education Requirements Education: Four-year degree in Business Administration, Finance, Accounting or related field; Graduation from a recognized school of banking is an asset or equivalent experience Experience: Minimum of 4-6 years of experience in credit analysis, commercial banking, business banking with at least 2 years of specific portfolio management and/or underwriting experience supporting Middle Market. Familiarity with loan structuring and loan documentation is required. Knowledge: Knowledge in accounting and lending principles, as well as excellent oral and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures. TRAINING REQUIREMENTS/CLASSES South State Bank credit policies, procedures and underwriting standards Annual regulatory and compliance training Additional training may be required, as needed RECOMMENDED ADDITIONAL TRAINING New Employee Orientation Supervisory Responsibility none PHYSICAL DEMANDS/WORK ENVIRONMENT Must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents and reports. TRAVEL In accordance with Colorado law: Colorado pay for this position is anticipated to be between $74,400.00 - $118,848.00 , actual offers to be determined based on applicant's skills, experience and education. While the anticipated deadline for the job posting is 12-12-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date. Benefits | SouthState Careers Equal Opportunity Employer, including disabled/veterans.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Commercial Portfolio Manager supports the commercial loan and deposit portfolio of one or more Relationship Managers (Commercial with some CRE) providing quality underwriting, sound portfolio management and superior client service. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Analyzes financial information to evaluate the credit worthiness of new loan requests, renewal loan requests and on-going Portfolio Management activities through thorough and accurate analyses within the parameters of the Bank's policies and procedures Completes industry research, as needed, supporting existing and new Customers to the Bank Compiles commercial loan packages (non BL and BLE) ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Borrower, Guarantors and the proposed transaction, critical analysis of the potential risk to the Bank, proper risk grading and discussion and a thoughtful recommendation. Completes, when needed, additional credit analysis through more in-depth tools outside of the traditional spreads and global cash flow (example CRE analysis tool) Guides the loan request through the Credit Approval Process and insures that structure meets the needs of the client and the operating objectives of the Bank Assures that large commercial loan relationships are in compliance with State and Federal regulations and Bank policies and procedures Monitors and services the large commercial loan portfolios of the supported Commercial Bankers through quality portfolio management work related to centralized covenant testing and tracking, the annual servicing review process and exception clearing Properly grades risk of each loan in the assigned portfolio, per policy. Recommends adjustments to risk grades as circumstances change or new information becomes available. Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank Ensures that all required documentation is in file for all loans and treasury management approvals. Works with the Relationship Manager and the LOA to help clear documentation or compliance deficiencies noted by Loan Operations or other review Periodically accompanies Relationship Manager on calls with existing and/or prospective Customers as requested Builds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.) Undertakes special projects related to job function as determined by Credit Administration Leadership Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank Works with Relationship Manager, Credit Administrators and Loan Assistant to minimize past due loans. As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations. Builds and maintains a positive working relationship with attorneys, appraisers, developers and others to enhance the Bank's image and reputation in the marketplace. Stays abreast of products and services the Bank is providing. Adheres specifically to all corporate policies and procedures, Federal and State regulations and laws. Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities. OTHER DUTIES Accepts other duties as assigned COMPETENCIES Excellent interpersonal skills Proficient in Microsoft Excel and Word Strong organization skills High attention to detail Cooperative and willing to assist coworkers and customers on a regular basis Effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others Possesses multi-tasking skills and be able to function well under pressure Ability to remain composed under pressure and respond to customer and coworker concerns regularly Patience and willingness to help others in solving problems while maintaining a positive attitude Qualifications and Education Requirements Education: Four-year degree in Business Administration, Finance, Accounting or related field; Graduation from a recognized school of banking is an asset or equivalent experience Experience: Minimum of 4-6 years of experience in credit analysis, commercial banking, business banking with at least 2 years of specific portfolio management and/or underwriting experience supporting Middle Market. Familiarity with loan structuring and loan documentation is required. Knowledge: Knowledge in accounting and lending principles, as well as excellent oral and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures. TRAINING REQUIREMENTS/CLASSES South State Bank credit policies, procedures and underwriting standards Annual regulatory and compliance training Additional training may be required, as needed RECOMMENDED ADDITIONAL TRAINING New Employee Orientation Supervisory Responsibility none PHYSICAL DEMANDS/WORK ENVIRONMENT Must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents and reports. TRAVEL In accordance with Colorado law: Colorado pay for this position is anticipated to be between $74,400.00 - $118,848.00 , actual offers to be determined based on applicant's skills, experience and education.While the anticipated deadline for the job posting is 12-12-2025, we encourage you to submit your application as we may still consider qualified candidates beyond this date. Benefits | SouthState Careers Equal Opportunity Employer, including disabled/veterans.

A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best! Benefits Offered by CoBank: Careers with a purpose Time-Off Packages, 20 days of vacation, 10 paid sick days and 11 paid holidays Competitive Compensation & Incentive Hybrid work model: flexible arrangements for most positions Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance Robust associate training and development with CoBank University Tuition reimbursement for higher education up to $10k per year Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution Associate Resource Groups: creating a culture of respect and inclusion Recognize a fellow associate through our GEM awards Job Description The Lean Portfolio Manager (LPM) role, is pivotal in driving the efficient and strategic execution of the enterprise portfolio management practices. The Lean Portfolio Manager is responsible for ensuring that Lean Portfolio Management processes are implemented effectively, navigating impediments, managing risks, and fostering continuous improvement within the portfolio. The Lean Portfolio Manager is expected to build strong relationships with executives, product leaders, and delivery teams. This position is critical to the success of the Lean Agile Center of Excellence (LACE), where the Lean Portfolio Manager oversees the enterprise portfolio roadmap, ensuring alignment with organizational priorities and overseeing all portfolio-related events and operations. The Lean Portfolio Manager will actively manage enterprise portfolio communications, reporting, and governance processes, ensuring that portfolio activities adhere to and deliver measurable outcomes based on investment decisions. The role demands a strong focus on organizing LPM events, facilitating LPM meetings, and maintaining the enterprise portfolio kanban to ensure workflows remain streamlined and optimized. In addition, this role is responsible for reporting progress toward strategic objectives, managing performance targets at the portfolio level, and proactively addressing enterprise-level risks, challenges, impediments, and dependencies across multiple teams. This is accomplished through facilitation and utilization of "S3" (Scrum of Scrum of Scrums), "S4" (Senior Leadership Scrum), or LPM as applicable. Success in this position is evidenced by effective leadership in developing, implementing, and communicating metrics, ensuring the enterprise portfolio meets its goals and supports the wider organizational strategy. Essential Functions Refines and operates LPM practices, including portfolio kanban, funding models, and reporting. Accountable for governance, compliance, and outcome of work being performed in the enterprise portfolio; drives the alignment of Outcomes/Strategic Themes to the Epics and Feature sets within the enterprise portfolio. Leads portfolio ceremonies and decision-making forums, ensuring enterprise alignment and transparency. Responsible for enterprise portfolio operations and communications to diverse stakeholders and audiences. Creates, implements and socializes LPM/enterprise portfolio level metrics. Reports portfolio-level progress toward outcomes, investment decisions, and performance targets. Manages enterprise portfolio kanban. Proactively manages, escalates and resolves enterprise portfolio-level obstacles, risks, issues, impediments and dependencies impacting multiple teams/groups. Facilitates the identification of enterprise portfolio-level issues and risks through Scrum of Scrum of Scrums (S3) and ensures processes are effective. Builds and maintains rapport and strong relationships with Product, Business Owners, Executive Management team, team members and other Stakeholders using a variety of techniques. Partners with executives, business owners, and finance to prioritize investments and manage portfolio dependencies. Organizes and facilitates all LPM events and meetings. Education Bachelor's Degree required SAFe certified RTE, POPM, SPC or SPCP required Work Experience 8 years of experience serving as RTE or Lean Portfolio Manager, orchestrating work across a multi-team environments/portfolios required 6 years of experience working with medium to large complexity initiatives required 6 years of experience demonstrating proficiency with Agile Management tools (i.e. AHA!, Jira, ADO), required Strong knowledge of CI/CD pipelines and implementations Experience operating within various Agile frameworks and implementation of Agile methodologies to multiple teams in large-scale enterprise change programs Experience in managing enterprise portfolios of work through Lean Portfolio Management practices Experience in managing Agile environments using Scaled Agile Framework (SAFe) Experience leading and/or partnering closely with distributed/virtual teams Experience with modern software engineering techniques such as Continuous Integration, Continuous Deployment, test-driven development and other automated acceptance testing techniques Ability to work effectively in a rapidly changing, fluid and dynamic environment Excellent communication, organizational change management and facilitation skills Demonstrates growth mindset, learning mindset, strategic thinking 10 years of experience in Banking, Financial or other highly regulated industry preferred About CoBank The typical base pay range for this role is between $131,100 - $161,300. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law. CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore. REASONABLE ACCOMMODATION We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. CoBank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran. We can recommend jobs specifically for you! Click here to get started.

It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings. We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization, and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work. The responsibility of this position is managing specialized work efficiently, with confidence and competence. The position requires above average attention to details, concern for the exact correctness of work, and strong commitment to tasks completed on time. The person in this position will take work seriously, have a strong sense of duty, and is disciplined. A somewhat faster-than-average pace will be the norm for this position. Detailed, specialized work is the major focus. The person in this position will require clearly defined work, responsibilities, and reporting relationships, ongoing and thorough training opportunities to develop expertise and increase confidence, and frequently expressed appreciation of the person's competence, conscientiousness, and loyalty. The position will provide security in a stable work environment, allowing the person to plan for, focus on and complete tasks at hand. When changes in the nature of the work occur, the person in this position will need direction, training, and support. The position will generally be task oriented, requiring someone with a conservative, careful, and cautious approach to work. As a Portfolio Manager II, you will support our Middle Market Banking business development on the identification and calling of prospects and referrals on a national and regional basis; and coordination of calling efforts on identified prospects with Bank team partners. You will be responsible for a variety of tasks including effectively supporting the management of profitable client relationships and working with other areas in the Bank including Credit, Loan Operations and Executive Management. You will also be responsible in assisting the industry team in cross-selling of the Bank's lending, depository and treasury management products to new and existing bank clients and assisting in the review and structuring of large complex transactions, present deals to credit officers, negotiate credit terms, and legal documentation with clients and referrals. Also, you will lead underwriting on loan presentations ensuring the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients. Additionally, Portfolio Manager III's are expected to manage an existing portfolio of clients and monitor their operating performance that includes reviewing monthly/quarterly financial statements, completing renewals, increases, annual reviews, watch loan reports, borrowing base reconciliations, and monitor client relationship for compliance with credit standards. You will be asked to participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups, establishing referral contacts within the community is an important part of the role. Finally, you will build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements. Minimum Requirements: To be considered for this position, you must possess the following qualifications. Bachelor's degree in related field or equivalent combination of education and experience. 5+ years of relevant experience in specialty or commercial banking. Related specialty banking or finance experience. Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications: MBA or certification in the field. 7+ years of relevant experience in specialty or commercial banking. Industry specific credit background. Moody's Risk Analyst experience. Completed formal credit training program. Strong communication, writing, and sales skills. Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list. Proficient in Microsoft PowerPoint, Word and Excel. Identify key relationships to achieve strategic goals and provide strong credit knowledge. Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients. Well-developed and proven organizational skills with ability to utilize time efficiently. Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results. Work Environment: We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following: Office setting with traditional hours. Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours). Must be able to push, pull, pull up, bend at the knees and waist, twist body at the waist, raise and hold arms overhead, turn head-neck-shoulders as needed, grasp and hold tools and other items with hands, for either extended periods of time or many times throughout the workday. Must be able to work overtime to the extent necessary. Must be able to work additional hours outside routine business hours to the extent necessary. Must be able to travel - estimated at 25% of the time. Benefits: In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here. If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.

Job Description Switchboard is seeking a Portfolio Manager on behalf of our client, Elevations Credit Union. In this role, you'll manage the ongoing needs of existing commercial loans-renewals, annual reviews, documentation, financial updates, and member follow-up-to keep the portfolio accurate, compliant, and moving smoothly. If you're organized, detail-oriented, and experienced in commercial lending or credit processes we want to hear from you. Responsibilities Prepare and manage renewals, extensions, and limited change-in-terms work for existing commercial loans. Conduct annual and periodic credit reviews (e.g., loans > $2M) and update risk ratings and review documentation. Collect, organize, and validate updated financial statements, tax returns, rent rolls, and other required documents from members; initiate member outreach as needed. Support construction loan administration and draw management; manage the renewals/extensions common to consumer construction loans. Perform post-close file review to confirm documentation aligns with approvals and loan closings. Maintain loan accuracy by managing ticklers, covenant items, renewal dates, and documentation deadlines. Prepare renewal/review package materials and change-in-terms documentation for lenders and underwriting; collaborate with lenders and credit analysts on required follow-up. Coordinate with underwriting, credit analysts, loan operations, and business operations to resolve documentation or compliance issues. Requirements 4+ years of experience in commercial lending, credit analysis, or related banking/credit roles (community bank or credit union experience preferred). Solid understanding of commercial loan documentation and underwriting fundamentals. Experience with commercial real estate and construction lending, including renewals and extensions. Strong organizational skills, attention to detail, and ability to manage multiple renewal/review deadlines. Comfortable contacting members to request documents and explain requirements; strong written and verbal communication skills. Proficiency with loan systems and willingness to adopt a new loan origination / management system Bachelor's degree in Finance, Economics, Business Administration, or related field Benefits Base salary range: $93,000 - $140,000 + bonus Hybrid work schedule: 2-3 days per week at Elevations' Broomfield Basecamp; occasional regional travel across Northern Colorado as needed. 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account Up to a 4% match on 401(k) contributions Up to twelve weeks of fully paid parental leave An extensive Employee Assistance Program that provides personalized care options for your whole household Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year

Hours: Full Time The FOCUS Mission Foundation exists to support the work of FOCUS. FOCUS is a Catholic collegiate outreach whose mission is to share the hope and joy of the gospel to college and university students. Trained in Church teaching, prayer, sacred Scripture, evangelization and discipleship, FOCUS missionaries encounter students in friendship where they are, inviting them into a personal relationship with Jesus Christ and accompanying them as they pursue lives of virtue and excellence. Through Bible studies, outreach events, mission trips and one-on-one discipleship, missionaries inspire and build up students in the faith, sending them out to spread the good news and to live out the Great Commission: Go, therefore, and make disciples of all nations (Mt. 28:19). Position Mission Under the direction of the Director of Prospect Development, the Portfolio Manager will have a crucial role in the success of FOCUS' Mission Development efforts. They will ensure the successful execution of individual action plans for principal gift prospects, prepare analysis for portfolio review sessions and key benefactor reviews, and ensure high quality touchpoints for all assigned major benefactors. Our chances of success depend on the strength of our relationships with supporters and potential supporters, which is only done with excellence when a good plan is executed and results are analyzed regularly. Thus, the role of the Portfolio Manager will be crucial to FOCUS' efforts to raise the necessary funds to bring the Gospel to the world. Position Responsibilities: Prospect Management Have at least one weekly meeting with your area director/VP to For the assigned region or principal officer, manage prospect assignments, ensuring the right benefactors are being assigned/unassigned and then engaged with the appropriate frequency o Assist Area Director of Philanthropy in constructing individual action plans for top benefactors in each region o Manage and drive action plans to ensure all benefactors have increased engagement and are brought closer to Christ and the mission of FOCUS Work with Director of VIP and Benefactor Engagement to identify opportunities for Key Volunteers to assist with assigned prospects Portfolio Metrics Analyze movement of prospects towards qualification and solicitation Assist & drive regular portfolio review sessions, ensuring good prospect penetration and qualification/disqualification of all assigned benefactors Assist & drive regular portfolio review sessions, ensuring good prospect penetration and qualification/disqualification of all assigned benefactor Operations Responsible for assisting all area officers with CRM and technology related questions Ensure all prospect data (opportunities, call reports, prospect status and classification updates, etc.) is accurate and up to date for area benefactors, with more hands-on attention paid to the top 100 benefactors Work with Sr. Manager of Events to collaborate and execute on relevant local events (curating prospect/invite lists, assisting in RSVP process, uploading event information to CRM) Work with Communications Manager to ensure proper and pointed communication plans are being followed for assigned benefactors (included/excluded for direct response pieces, quarterly "On Mission" newsletters, etc.) Work with MD Communications team as needed to gather relevant information to share with benefactors upon request As a liaison to the Stewardship Coordinator, help hold officers in the region accountable for timely acknowledgment of gifts, stewardship reports, and monthly pledge reminders to ensure that benefactors feel stewarded beyond their expectations (personal and creative touchpoints). Perform quick research as needed on benefactors; otherwise, work with Sr. Researcher for in-depth research Qualifications A practicing Catholic or Christian in good standing with the Catholic Church. There is no other background, qualification, or experience that can substitute for this requirement · 3+ years of experience working in fundraising/philanthropy · Strong computer skills · Proficient knowledge of at least one CRM tool · Proficient knowledge of Excel highly desired Compensation & Benefits For this role, we anticipate paying $60,000 - $70,000/year. (This role is also eligible for bonus pay.) This range is an estimate. The actual amount may be higher or lower than the provided range and will be adjusted based on various factors including qualifications, experience, abilities, geographic location, and duties. As a FOCUS Mission Foundation staff member, you and your family will have access to several benefits that are designed to help care for the whole person and make your career with us rewarding. You will receive: Medical, Vision and Dental insurance Ability to contribute to a Health Savings Account Employer-provided life insurance Long-term disability insurance Option to purchase additional life insurance for yourself, your spouse and your child(ren) 403(b) retirement plan with a discretionary employer-match for eligible staff Option to purchase LifeLock Identity Protection Integrity-based Paid Time Off Paid parental leave We observe many paid holidays recognized by fellow Americans and also some of the feast days of Holy Mother Church. In addition, we recognize the Sacred Christmas Respite by closing the office from December 24-January 1 each year. Eligibility for benefits depends on the type of position you hold (full-time, part-time or temporary), and your tenure with FOCUS Mission Foundation. Specific benefits may change at our discretion.

**Join Us in Driving the Energy Transition** We are **Lightsource bp** , and we're on a mission to become a global leader in onshore renewables, anchored by our proven track record in solar development. For over a decade, we've been diversifying the way the world is powered with safe, responsible, and sustainable renewable solutions. Our large-scale solar and energy storage projects help deliver affordable, reliable power while supporting global decarbonisation. Fully acquired by bp in 2024, Lightsource bp operates under a capital-light model, partnering extensively with third-party debt, structured financing, tax equity, and common equity to bring projects to life. Our people and projects are at the heart of what we do-and now, we're looking for _your_ expertise to help us grow our US portfolio. **About the Investment Management Team** Our **Investment Management (IM) Team** acts as the primary liaison with capital providers once financing transactions close, overseeing the relationship from daily reporting to commercial interaction until exit. We coordinate across LSbp teams-Structured Finance, Asset Management, Finance, Power Marketing, Legal, and more-to ensure projects deliver strong operational and financial performance. The team is organized into three verticals: + **Portfolio Management** + **Valuation & Financial Modelling** + **Insurance** You'll join our **Portfolio Management Team** , currently based in Europe and Sydney, but with growing presence in the US to support our expanding portfolio. **The Role** As a **US Portfolio Investment Manager / Senior Portfolio Investment Manager** , you will be the "eyes and ears" of the IM Team for the portfolios you manage, acting as the day-to-day contact for capital providers (debt institutions and equity partners). You'll work closely with a US-based Commercial Investment Director and Valuation team, ensuring covenant compliance, accurate debt servicing, optimized cash distributions, and proactive portfolio performance tracking. **Key responsibilities include:** + Managing relationships with capital providers, ensuring timely covenant reporting and responses to waiver/approval requests + Overseeing debt service payments, letters of credit, and ancillary facilities + Preparing budgets, forecasts, updated models, and tracking portfolio performance against investment models + Identifying areas for commercial and financial optimisation + Collaborating with LSbp teams on legal documentation, M&A activities, and refinancing initiatives + Contributing to cross-portfolio initiatives and sharing best practices globally **Who We're Looking For** **Essential qualifications & experience:** + **Minimum 4 years** of experience in project finance documentation, reporting, or covenant management + Engagement with capital providers in a portfolio management capacity (financial institution or sponsor) + Strong financial and accounting skills, with ability to interpret P&L, cash flow, and balance sheets + Experience working in complex, matrix-style, multinational environments + Bachelor's degree in **Engineering** , **Business** , **Finance** , or a related field **Preferred experience:** + Financial modelling skills in project-related or investment environments + Direct involvement with budgets, forecasts, and operational asset portfolios + Collaboration with legal teams on commercial documentation **Personal qualities:** + Analytical and detail-oriented, with strong planning and organisational skills + Excellent written and verbal communication skills + Self-motivated, collaborative, and able to manage diverse stakeholder relationships **We Offer** + **Competitive compensation:** $140,000 to $160,000 annually plus a 20% annual bonus + Health, dental, prescription, and vision care for US team members starting **your first day of employment** with **zero premiums** for employee-only coverage + Retention bonuses + Four weeks of vacation and three weeks of sick leave annually **plus 11 paid holidays** + 401(k) plan, with a **3% nonelective employer contribution** + Hybrid working environment ( **Tuesday-Thursday in office, Monday & Friday remote** ) + Monthly personal phone bill reimbursement of up to $100 and a monthly commuter benefit of up to $150 + Lifestyle Savings Account and more! **Why You'll Want to Work With Us** Our company is a place where you can be yourself and grow-a place where your ideas and opinions matter. **Be you:** We pride ourselves on being an inclusive community, where every individual is valued and treated with respect. **Be responsible:** Our culture is driven by our core values-from operating safely to ensuring our solar projects are responsible and promote biodiversity. **Be recognized:** Alongside competitive pay, we offer annual bonus opportunities, retention incentives, health insurance, retirement contributions, and other local benefits. **Be inspired:** Join an agile, international team working across 15 countries to power the future and positively impact people, communities, ecosystems, and biodiversity worldwide. **Our core values:** Safety, Integrity, Respect, Sustainability, and Drive guide everything we do, shaping meaningful low‑carbon energy projects that create a sustainable future. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status, or disability status.Individuals with disabilities may request reasonable accommodation related to LSbp's recruiting process (e.g., accessing the job application, completing required assessments, participating in interviews, etc.). To request an accommodation, please contact us during the recruitment process.

Denver, Colorado **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates. **Responsibilities:** + Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives + Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews + Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate + Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis + Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks + Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics **Required Qualifications:** + A minimum of 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients. + This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. + Knowledge of fiduciary and financial products and services required through extensive related work experience. + Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients. + Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school. + Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required. **Desired Qualifications:** + Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. + A graduate degree such as MBA or JD preferred + The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Advisory + Client Investments Management + Customer and Client Focus + Investment Management + Presentation Skills + Active Listening + Analytical Thinking + Attention to Detail + Client Experience Branding + Valuation Ethics and Practice Standards + Collaboration + Critical Thinking + Data Quality Management + Trading + Written Communications _This job will be open and accepting applications for a minimum of seven days from the date it was posted._ For internal employees; participation in a work from home posture does not make you ineligible to post. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

**Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Are you ready to take on an exciting challenge as an Account Management Partner with Kyndryl? We're looking for a dynamic individual like you, who can revolutionize relationship management, drive account growth, and boost profitability. In this role, you'll have the power to create, maintain, and develop deep customer connections, bringing the very best of Kyndryl to the table and building trusted relationships with top-level executives. But this position is about more than just maintaining the status quo. As an Account Management Partner, you'll be at the forefront of driving proactive account growth. You'll focus on not only selling new offerings but also minimizing erosion in renewals, ensuring that our largest accounts continue to flourish and thrive. You won't just be a cog in the machine; you'll be a strategic mastermind responsible for developing and executing cutting-edge account strategies. Your expertise will lead to the successful growth and retention of Kyndryl's most valuable accounts. With your sharp eye for identifying and qualifying new opportunities, you'll build relationships with key decision-makers and deliver tailor-made solutions that cater to the unique needs of each customer. Collaboration is key, and as an Account Management Partner, you'll work closely with other sales team members to ensure a seamless account management process. Together, you'll execute every aspect flawlessly, from the initial prospecting stage to closing deals and beyond. Not only will you lead one or more Portfolio or Strategic accounts, but you'll also be the driving force behind generating new opportunities and expanding existing work into larger scopes and new capabilities. By building a strong go-to-market pipeline with our partners, you'll join forces to pursue and conquer new deals, taking Kyndryl to unprecedented heights. You're not just an expert in our industry-you're an expert in the industry. With your deep knowledge of external best practices, you understand how they can impact our customers. By staying ahead of the curve, you'll continuously provide innovative solutions that position Kyndryl as a leader in the market. As an owner of the account P&L, you'll take charge of customer satisfaction, ensuring that our clients are not only happy but also successful. Integrity is at the core of everything you do, and you'll go above and beyond to ensure account compliance and maintain a stellar reputation. If you're ready to embark on an exhilarating journey with Kyndryl, where your skills, expertise, and creativity will shape the future of account management - then we can't wait to meet you. Join our team and let's make remarkable things happen together. Your Future at Kyndryl Every position at Kyndryl offers a way forward to grow your career. We have opportunities that you won't find anywhere else, including hands-on experience, learning opportunities, and the chance to certify in all four major platforms. Whether you want to broaden your knowledge base or narrow your scope and specialize in a specific sector, you can find your opportunity here. Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills & Experience:** + 10+ years of experience managing sales process end-to-end + 5+ years of experience running account P&L $10M+ Must have experience on government accounts + Deep knowledge of business and technology trends and government industry best practices + Proven experience with revenue growth, cost, profitability, trends, and risks + Open minded and empathetic approach in relationships with customers + May be required to travel up to 25% **Bonus Skills & Education:** + Bachelor's degree or Master's degree + Sales experience in technical solutions **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

As Manager of Investor Relations at TelyRx, you will be responsible for shaping and delivering the company's investor narrative as we scale. You'll serve as the bridge between TelyRx, its investors, and the investment community at large-building credibility, communicating our performance and vision, and driving long-term value creation. This is a unique opportunity to join an early-stage company with a meaningful mission and a bold trajectory to enter the public markets. This role serves as the primary point of contact for current and potential investors, analysts, and stakeholders, ensuring transparency and fostering long-term shareholder value. Key Responsibilities: Develop and lead the company's investor relations strategy and execution in a way that aligns with TelyRx's mission, milestones and financial outlook. Serve as the key liaison between the company, investors, and analysts. Prepare quarterly earnings announcements, conference call scripts, investor presentations, and annual reports. Manage relationships with institutional investors, analysts, and investment banks. Monitor and analyze market trends, peer performance, and investor sentiment. Provide the executive leadership team and board of directors with insights on investor feedback, stock performance, and market dynamics. Coordinate investor roadshows, earnings calls, conferences, and other IR events. Ensure compliance with governmental and market regulations, disclosure policies, and GAAP and IFRS financial reporting standards. Collaborate with the finance, legal, and communications teams to ensure consistent messaging. Oversee and maintain IR website and investor materials. Requirements Qualifications: 5-7+ years of experience in investor relations, corporate finance, venture capital, private equity or investment banking-preferably in the healthcare, health tech, or SaaS space. Bachelor's degree in Finance, Accounting, Economics, Business, or related field (MBA or CFA preferred). Proven track record supporting or leading a company through a successful public listing process, ideally on the Toronto Stock Exchange (TSX) or TSX Venture Exchange. Experience managing investor communications, regulatory filings (e.g., SEDAR+), and compliance obligations during and after a public offering. Familiarity with Canadian disclosure requirements, corporate governance best practices, and Canadian securities regulations. Prior involvement in cross-border public offerings or dual listings (e.g., TSX + OTC/NYSE/Nasdaq) considered a plus. Experience working in or with startups, especially high-growth environments. Strong financial acumen and understanding of key healthcare KPIs. Excellent communicator-clear, confident, and persuasive in both written and verbal form. Proven ability to engage and build trust with investors, analysts, and C-suite stakeholders. Highly organized, adaptable, and comfortable operating in a fast-paced, dynamic environment. Salary Description $115,000-125,000

The Senior Commercial Portfolio Manager will manage a portfolio of commercial credits and partner closely with Commercial Bankers to deliver outstanding solutions to our clients. This individual is not required to source new business opportunities, but rather will focus on converting commercial loan opportunities generated by Bankers and will support the teams in client meetings. Responsibilities Partner with Commercial Bankers on new deals in the pipeline as well as existing loans that mature, structuring commercial credits based upon bank guidelines and client needs. Manage loans through to the approval processes, continuously interacting with prospective and existing clients while owning the underwriting process on each specific loan. Work with the Credit Analysts to review spreads and complete credit presentations. Partner with the Commercial Loan Administration team to generate loan documents and closing packages. Maintain a strong understanding of cash flow analysis, collateral evaluation, and financial analysis. Identify risks in proposed new transactions, introducing controls to mitigate risks. Ensure the quality, integrity and soundness of all analysis, underwriting, client satisfaction and credit approval process for assigned portfolio. Conduct monthly, quarterly, and/or annual reviews of loan covenants and financial data for all loans within assigned portfolio. Continuously monitor portfolio and visits clients to understand client's business performance, identifying early warning signs of changes in risk and credit quality. Prepare detailed annual reviews of existing credits as designated. Provide an ongoing review of credit quality, changes in risk, compliance with loan covenants and compliance with the bank's credit policy. Proactively manage credit risk and exposure for assigned portfolio, monitor collateral, initiate changes in risk ratings and manage any modifications of loan terms or covenants. Ensure a clean and strong portfolio, working directly with clients to obtain most recent financial documentation. Minimum Qualifications 7-10+ years of credit portfolio management experience, including (a) being able to take the lead on proposing appropriate terms and financial covenants based on identified key risks, and (b) underwriting a broad range of C&I transactions in various industries. Bachelor's degree in Finance or Accounting strongly preferred; MBA, CPA or CFA strongly preferred. Strong working knowledge of financial statements and accounting standards required. Robust experience with credit policies, with competition of a formal commercial credit training program. Experience spreading financials and completing financial projections using Moody's RiskAnalyst software. Experience with projecting financial performance and using discounted cash flow analysis to determine enterprise value is preferred. Must be comfortable working with complex computer operating systems (nCino experience a plus). Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management. Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers, external clients, and management. About Fortis At Fortis, we take great pride in providing our clients with a holistic and sophisticated banking experience. Our people enjoy being empowered with the ability to make a tangible impact in a progressive and less bureaucratic work culture that can often be a struggle for larger institutions. We strongly believe in hiring people greater than ourselves. We recognize, reward, and develop those individuals who make an outsized impact to the business. Our combined passion, hard work, and proactive thinking allows us to simultaneously empower our clients and each other. Established in May 1997 and rebranded in 2016, Fortis is a high growth commercial bank located in Colorado and Utah. Our flagship office is in Denver, Colorado, and was designed as a place for our clients to relax while our banking teams offer solutions to exceed their goals. Each of our hand-selected and exceptionally talented teammates contribute to the heart of our company culture that combines banking expertise and personalized services to create an unparalleled level of client experience. We have over $1 billion in total assets and are insured by the Federal Deposit Insurance Corporation (the “FDIC”). We are ranked the 10th largest bank in the state of Colorado, the 859th largest bank in the nation, and we have four (4) locations and approximately 80 employees. Learn more today at **********************************

**Job Summary and Responsibilities** This position is responsible for the day to day Facilities operations in a single hospital or health center. Responsibilities may include oversight of an additional department such as Plant Operations, Environmental Services, Security, Real Estate properties, and Environmental Safety. Responsibilities include project management / oversight of minor construction / building renovation projects and other duties as assigned. This position is responsible for Program Quality Evaluation (PQE), departmental financial performance, personnel recruitment, staff training and development, customer satisfaction program improvements, and personal growth. This position may include any combination of the following responsibilities: + Manages single acute care facility totaling approximately 500,000 square feet and less than 250 licensed beds. + Oversight of an additional department such as Environmental Services, Dietary, Transportation, Laundry, Security, etc. + May serves as the Life Safety Officer The Manager, Facility Management carries out his/her duties by adhering to the highest standards of ethical and moral conduct, acts in the best interest of CommonSpirit Health and fully supports CommonSpirit Health's Mission, Philosophy and Core Values. Reporting Relationships Reports directly to Director, Facility Mgmt. or Division Director, Facility Mgmt. within National Real Estate Services and interfaces with the various people and teams across System / Divisions / Markets / Hospitals, as needed, for all Facilities related initiatives, and special projects as assigned. + Manages operations of facility management by conducting monthly department meetings; ensuring that reports are delivered in a timely manner; providing a working environment that meets all regulatory compliance; and completing and maintaining all key performance indicators. + Develops capital and operational budgets, verifies, and assures appropriate use of staff, materials, supplies and vendors. Assures appropriate use of staff, materials, supplies and vendors. + Responsible for financial performance of areas managed by: attaining all expense budgets and cost containment targets; assuring that expenditure authority and level are adhered to; and forwarding, in a timely manner, all appropriate PO's, invoices and financial details to the appropriate sources. Increasing GPO contract compliance and consolidating service contracts at the division level. + Ensures all maintenance procedures meet all applicable codes, standards, or equipment requirements. + Responsible for the recruitment, training, and development of staff. This includes holding all necessary staff meetings and conducting or sponsoring education. Perform midyear and annual performance evaluations. + Develops an ongoing communication plan with staff, leadership, and customers. This includes conducting all necessary meetings with facility administration and forwarding all positive and negative customer/vendor communications. Assures client reports are delivered in a timely manner to CSH Divisional leadership. + Responsible for the annual PQE process. Assures continued accreditation, renewal of licenses, and adherence to rules and guidelines set forth by applicable regulatory agencies. (OSHA, EPA, The Joint Commission, DNV, CMS, etc.) + Assures current records of all maintenance procedures are kept as required to meet all applicable codes and standards. + Maintains Preventative and Corrective Maintenance completion rate at or above program targets. + Manages customer satisfaction surveys at least annually. + Foster and maintain positive working relationships with senior hospital administration and all other constituents and customers. + Provides personal growth opportunities and professional training support for team members based on needs that support the team and CommonSpirit Health initiatives. + Networks with peers to gain innovative ideas and sourcing of information. + Responsible for the implementation and management of continuous improvement initiatives that support operational excellence, financial stewardship, and national programs. + Supports construction related activities including an advisory role in the development and implementation of the Master Facility Plan, as required. Key Skills, Knowledge, & Abilities + Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to a variety of analytical support requests. + Ability to solve practical problems and deal with variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. + Understanding of cost-benefit analysis in selection of sustainable business strategies. Knowledge of financial planning including budget development, consultant contract review and project budgeting. + Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to prepare, analyze and present budgets, detailed financial and business case studies. + Outstanding communication and interpersonal skills. Must be able to communicate with alllevels in a respectful, supportive, positive, objective manner, keeping the issues at the forefront of the discussion. + Organizational skills: time management, self-motivation, project management, priority setting. + Computer Skills: Google Suites; MS Office (Word, Excel, PowerPoint, Access), Outlook, Facilitation Relational Databases, and Microsoft Project. + Change management, and group process skills. + Working knowledge of codes and standards. These include but may not be limited to those that regulate the healthcare industry. **Job Requirements** + Bachelor Degree in related field preferred. Equivalent combination of education and work experience may be considered. + Minimum 4 years of progressive leadership experience with a minimum of 2 years in hospital maintenance / medical equipment operations management required. + Professional Designation, Licensure, certification preferred i.e. (CHFM, CHC, PE). + Construction experience, Safety, and Security experience preferred. + Must demonstrate financial and operational management skills. + Effective written and verbal communication skills. **Where You'll Work** Inspired by faith. Driven by innovation. Powered by humankindness. CommonSpirit Health is building a healthier future for all through its integrated health services. As one of the nation's largest nonprofit Catholic healthcare organizations, CommonSpirit Health delivers more than 20 million patient encounters annually through more than 2,300 clinics, care sites and 137 hospital-based locations, in addition to its home-based services and virtual care offerings. CommonSpirit has more than 157,000 employees, 45,000 nurses and 25,000 physicians and advanced practice providers across 24 states and contributes more than $4.2 billion annually in charity care, community benefits and unreimbursed government programs. Together with our patients, physicians, partners, and communities, we are creating a more just, equitable, and innovative healthcare delivery system. **Pay Range** $41.14 - $61.20 /hour We are an equal opportunity employer.

What The Role Is The Manager, Asset Management will be responsible for the financial and commercial management of Utility Scale and Distributed renewable energy projects located across the United States. Asset Management serves as the owner's representative ensuring that budget control, value optimization, and risk mitigation are performed during the entire operational lifecycle of a project. The Manager of Asset Management will work to maximize the value of assets and manage compliance with project agreements and incentive programs. The Manager will work closely with internal Clearway teams, build trusted relationships with financial partners, and provide coaching and mentoring to staff members. If you don't meet 100% of the below qualifications but see yourself contributing, please submit your resume. What You'll Be Doing Due Diligence on New Project Investments: Support project evaluations, project agreements, contract reviews, and due diligence to help make recommendations in support of acquisitions, divestitures, and/or investments in company-developed projects. P&L Management: Provide P&L analysis and economic performance for generating assets within the assigned portfolio. Perform financial analyses, project evaluations, and due diligence to help make recommendations in support of plant optimization, recovery plans, revenue enhancement, and other major capital investments. Analyze, track, and update budgets, forecasts, and financial models. Monitor monthly performance and variance reports; investigate and address observed deviations. Investigate any major plant outages and influence resolution or minimization of outages. Review gross margin performance and work with the energy management group to explain variances due to market conditions. Extract generation data from external & internal sources as needed to support various reporting needs. Ensure asset financial models are updated, as needed. Commercial Management, Compliance, & Reporting: Ensure all project obligations and interests are successfully administered under project agreements and resolve any contractual issues with counterparties. Manage Operations & Maintenance (O&M) providers, ensuring adherence to O&M agreements. Ensure general business-related licenses, permit and regulatory requirements, reporting, and transactions with regional authorities, banks, governing and other external parties are successfully managed. Establish trusted relationships with customers, partners, or joint asset owners, ISOs, and regulatory agencies. Manage commercial issues and associated strategies for resolution with counterparties, including mediation or litigation. Lead root cause analysis efforts for underperforming assets, collaborate with technical teams to address the issues Negotiate or amend contracts to improve asset performance and mitigate risk. Manage monthly lost output and guaranteed energy production status per applicable offtake requirements. Prepare reports and presentations for project stakeholders as required. Conduct remote monitoring of solar and wind projects via online data acquisition systems Project Integration Interface with business development, finance, and construction management teams to ensure smooth transition of projects into commercial operation. Support the development of information, sharing platforms, and work management systems, including populating such systems with historical records and archiving of documents. Support improvements to asset management and project handover processes. Community & Project Stakeholder Engagement: Form positive relationships with external stakeholders including customers, partners, landowners, etc. Identify project-related opportunities for charitable giving to foster community goodwill. What You'll Bring 5+ years of energy industry experience in asset management, project administration, business administration, project management, contract administration, project finance, or other commercial role Bachelor's degree in Engineering, Finance, Business, Economics, or a related field. Strong business and financial savvy with the ability to support a high-performance organization that will deliver operational excellence and meet or exceed financial targets. A strong grasp of technical Wind and Solar project details; ability to effectively collaborate with operational and technical teams. Ability to perform well under pressure on teams in a demanding environment and occasionally work extended hours to meet project deadlines. Ability to think creatively, manage competing priorities, work independently, and pay attention to detail. Ability to meet and communicate effectively with various Customers, off-takers, and Investors. Excellent written and verbal communication skills and an ability to communicate complex issues in a clear, concise manner. Understanding of renewable financial models and the full capital stack (tax equity, debt, and cash equity). Proficiency with Microsoft Office products including Excel, PowerPoint, and Word. Experience manipulating and managing large amounts of structured and unstructured data. Prior experience with the use of formulas in Excel (i.e., vlookup, sumproduct, sumif, index/match, etc.) and creating reports from scratch. What Would Be Nice Demonstrated familiarity with energy markets, and major energy industry players and regulatory bodies. Efficient communication and interpersonal skills. Continuous Improvement & learning mindset. Advanced expertise with Microsoft Office, especially Excel, Word, and PowerPoint. Clearway will not sponsor non-immigrant visas for this position (H-1B, TN, E-3, etc.). #LI-Hybrid The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals. Salary Range Across all U.S. Locations$120,000-$160,000 USD Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com. Our Commitment to Diversity, Equity, & Inclusion Clearway Energy Group's vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com. Working at Clearway, Hybrid Together Here at Clearway, we're committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events. Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans. What We Provide Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website. Notice to Applicants Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ***************************** and let us know the nature of your request and your contact information. Notice to California Applicants Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.

Portfolio Manager The TIAA Private Asset Management Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with complex financial goals. Key Responsibilities and Duties Builds successful investment portfolios informed by market conditions and economic trends. Recommends portfolio adjustments to grow client's net worth based on industry trends identified through market and risk analysis. Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective. Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions. Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures. Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives. Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices. Provide input into investment models and allocation frameworks. Support business development and client retention initiatives. Maintain accurate records and documentation for audits and client reporting. Additional Responsibilities All licenses must be obtained within 120 days from start date. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required; 7+ Years Preferred FINRA Registrations SRC Indicator: Series 65 Physical Requirements Physical Requirements: Sedentary Work Career Level 8IC PLEASE NOTE: TIAA's Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration. Required Qualifications: 5+ years working directly with wealth management clients Preferred Qualifications: 7+ years working directly with wealth management clients CFA, CFP Certification University Degree #LI-KD2 Related SkillsChange Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax Anticipated Posting End Date: 2025-12-29Base Pay Range: $124,000/yr - $155,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here. Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace. Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here. For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here. For Applicants of TIAA Global Capabilities, click here. For Applicants of Nuveen residing in Europe and APAC, please click here.

Job Summary and Responsibilities This position is responsible for the day to day Facilities operations in a single hospital or health center. Responsibilities may include oversight of an additional department such as Plant Operations, Environmental Services, Security, Real Estate properties, and Environmental Safety. Responsibilities include project management / oversight of minor construction / building renovation projects and other duties as assigned. This position is responsible for Program Quality Evaluation (PQE), departmental financial performance, personnel recruitment, staff training and development, customer satisfaction program improvements, and personal growth. This position may include any combination of the following responsibilities: * Manages single acute care facility totaling approximately 500,000 square feet and less than 250 licensed beds. * Oversight of an additional department such as Environmental Services, Dietary, Transportation, Laundry, Security, etc. * May serves as the Life Safety Officer The Manager, Facility Management carries out his/her duties by adhering to the highest standards of ethical and moral conduct, acts in the best interest of CommonSpirit Health and fully supports CommonSpirit Health's Mission, Philosophy and Core Values. Reporting Relationships Reports directly to Director, Facility Mgmt. or Division Director, Facility Mgmt. within National Real Estate Services and interfaces with the various people and teams across System / Divisions / Markets / Hospitals, as needed, for all Facilities related initiatives, and special projects as assigned. * Manages operations of facility management by conducting monthly department meetings; ensuring that reports are delivered in a timely manner; providing a working environment that meets all regulatory compliance; and completing and maintaining all key performance indicators. * Develops capital and operational budgets, verifies, and assures appropriate use of staff, materials, supplies and vendors. Assures appropriate use of staff, materials, supplies and vendors. * Responsible for financial performance of areas managed by: attaining all expense budgets and cost containment targets; assuring that expenditure authority and level are adhered to; and forwarding, in a timely manner, all appropriate PO's, invoices and financial details to the appropriate sources. Increasing GPO contract compliance and consolidating service contracts at the division level. * Ensures all maintenance procedures meet all applicable codes, standards, or equipment requirements. * Responsible for the recruitment, training, and development of staff. This includes holding all necessary staff meetings and conducting or sponsoring education. Perform midyear and annual performance evaluations. * Develops an ongoing communication plan with staff, leadership, and customers. This includes conducting all necessary meetings with facility administration and forwarding all positive and negative customer/vendor communications. Assures client reports are delivered in a timely manner to CSH Divisional leadership. * Responsible for the annual PQE process. Assures continued accreditation, renewal of licenses, and adherence to rules and guidelines set forth by applicable regulatory agencies. (OSHA, EPA, The Joint Commission, DNV, CMS, etc.) * Assures current records of all maintenance procedures are kept as required to meet all applicable codes and standards. * Maintains Preventative and Corrective Maintenance completion rate at or above program targets. * Manages customer satisfaction surveys at least annually. * Foster and maintain positive working relationships with senior hospital administration and all other constituents and customers. * Provides personal growth opportunities and professional training support for team members based on needs that support the team and CommonSpirit Health initiatives. * Networks with peers to gain innovative ideas and sourcing of information. * Responsible for the implementation and management of continuous improvement initiatives that support operational excellence, financial stewardship, and national programs. * Supports construction related activities including an advisory role in the development and implementation of the Master Facility Plan, as required. Key Skills, Knowledge, & Abilities * Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to a variety of analytical support requests. * Ability to solve practical problems and deal with variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. * Understanding of cost-benefit analysis in selection of sustainable business strategies. Knowledge of financial planning including budget development, consultant contract review and project budgeting. * Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to prepare, analyze and present budgets, detailed financial and business case studies. * Outstanding communication and interpersonal skills. Must be able to communicate with all levels in a respectful, supportive, positive, objective manner, keeping the issues at the forefront of the discussion. * Organizational skills: time management, self-motivation, project management, priority setting. * Computer Skills: Google Suites; MS Office (Word, Excel, PowerPoint, Access), Outlook, Facilitation Relational Databases, and Microsoft Project. * Change management, and group process skills. * Working knowledge of codes and standards. These include but may not be limited to those that regulate the healthcare industry. Job Requirements * Bachelor Degree in related field preferred. Equivalent combination of education and work experience may be considered. * Minimum 4 years of progressive leadership experience with a minimum of 2 years in hospital maintenance / medical equipment operations management required. * Professional Designation, Licensure, certification preferred i.e. (CHFM, CHC, PE). * Construction experience, Safety, and Security experience preferred. * Must demonstrate financial and operational management skills. * Effective written and verbal communication skills. Where You'll Work Inspired by faith. Driven by innovation. Powered by humankindness. CommonSpirit Health is building a healthier future for all through its integrated health services. As one of the nation's largest nonprofit Catholic healthcare organizations, CommonSpirit Health delivers more than 20 million patient encounters annually through more than 2,300 clinics, care sites and 137 hospital-based locations, in addition to its home-based services and virtual care offerings. CommonSpirit has more than 157,000 employees, 45,000 nurses and 25,000 physicians and advanced practice providers across 24 states and contributes more than $4.2 billion annually in charity care, community benefits and unreimbursed government programs. Together with our patients, physicians, partners, and communities, we are creating a more just, equitable, and innovative healthcare delivery system.

A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best! Benefits Offered by CoBank: * Careers with a purpose * Time-Off Packages, 20 days of vacation, 10 paid sick days and 11 paid holidays * Competitive Compensation & Incentive * Hybrid work model: flexible arrangements for most positions * Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance * Robust associate training and development with CoBank University * Tuition reimbursement for higher education up to $10k per year * Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match * Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution * Associate Resource Groups: creating a culture of respect and inclusion * Recognize a fellow associate through our GEM awards Job Description The Lean Portfolio Manager (LPM) role, is pivotal in driving the efficient and strategic execution of the enterprise portfolio management practices. The Lean Portfolio Manager is responsible for ensuring that Lean Portfolio Management processes are implemented effectively, navigating impediments, managing risks, and fostering continuous improvement within the portfolio. The Lean Portfolio Manager is expected to build strong relationships with executives, product leaders, and delivery teams. This position is critical to the success of the Lean Agile Center of Excellence (LACE), where the Lean Portfolio Manager oversees the enterprise portfolio roadmap, ensuring alignment with organizational priorities and overseeing all portfolio-related events and operations. The Lean Portfolio Manager will actively manage enterprise portfolio communications, reporting, and governance processes, ensuring that portfolio activities adhere to and deliver measurable outcomes based on investment decisions. The role demands a strong focus on organizing LPM events, facilitating LPM meetings, and maintaining the enterprise portfolio kanban to ensure workflows remain streamlined and optimized. In addition, this role is responsible for reporting progress toward strategic objectives, managing performance targets at the portfolio level, and proactively addressing enterprise-level risks, challenges, impediments, and dependencies across multiple teams. This is accomplished through facilitation and utilization of "S3" (Scrum of Scrum of Scrums), "S4" (Senior Leadership Scrum), or LPM as applicable. Success in this position is evidenced by effective leadership in developing, implementing, and communicating metrics, ensuring the enterprise portfolio meets its goals and supports the wider organizational strategy. Essential Functions * Refines and operates LPM practices, including portfolio kanban, funding models, and reporting. * Accountable for governance, compliance, and outcome of work being performed in the enterprise portfolio; drives the alignment of Outcomes/Strategic Themes to the Epics and Feature sets within the enterprise portfolio. * Leads portfolio ceremonies and decision-making forums, ensuring enterprise alignment and transparency. * Responsible for enterprise portfolio operations and communications to diverse stakeholders and audiences. * Creates, implements and socializes LPM/enterprise portfolio level metrics. Reports portfolio-level progress toward outcomes, investment decisions, and performance targets. * Manages enterprise portfolio kanban. * Proactively manages, escalates and resolves enterprise portfolio-level obstacles, risks, issues, impediments and dependencies impacting multiple teams/groups. Facilitates the identification of enterprise portfolio-level issues and risks through Scrum of Scrum of Scrums (S3) and ensures processes are effective. * Builds and maintains rapport and strong relationships with Product, Business Owners, Executive Management team, team members and other Stakeholders using a variety of techniques. * Partners with executives, business owners, and finance to prioritize investments and manage portfolio dependencies. * Organizes and facilitates all LPM events and meetings. Education * Bachelor's Degree required * SAFe certified RTE, POPM, SPC or SPCP required Work Experience * 8 years of experience serving as RTE or Lean Portfolio Manager, orchestrating work across a multi-team environments/portfolios required * 6 years of experience working with medium to large complexity initiatives required * 6 years of experience demonstrating proficiency with Agile Management tools (i.e. AHA!, Jira, ADO), required * Strong knowledge of CI/CD pipelines and implementations * Experience operating within various Agile frameworks and implementation of Agile methodologies to multiple teams in large-scale enterprise change programs * Experience in managing enterprise portfolios of work through Lean Portfolio Management practices * Experience in managing Agile environments using Scaled Agile Framework (SAFe) * Experience leading and/or partnering closely with distributed/virtual teams * Experience with modern software engineering techniques such as Continuous Integration, Continuous Deployment, test-driven development and other automated acceptance testing techniques * Ability to work effectively in a rapidly changing, fluid and dynamic environment * Excellent communication, organizational change management and facilitation skills * Demonstrates growth mindset, learning mindset, strategic thinking * 10 years of experience in Banking, Financial or other highly regulated industry preferred About CoBank The typical base pay range for this role is between $131,100 - $161,300. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law. CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore. REASONABLE ACCOMMODATION We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. CoBank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran. Responsibilities The Lean Portfolio Manager (LPM) role, is pivotal in driving the efficient and strategic execution of the enterprise portfolio management practices. The Lean Portfolio Manager is responsible for ensuring that Lean Portfolio Management processes are implemented effectively, navigating impediments, managing risks, and fostering continuous improvement within the portfolio. The Lean Portfolio Manager is expected to build strong relationships with executives, product leaders, and delivery teams. This position is critical to the success of the Lean Agile Center of Excellence (LACE), where the Lean Portfolio Manager oversees the enterprise portfolio roadmap, ensuring alignment with organizational priorities and overseeing all portfolio-related events and operations. The Lean Portfolio Manager will actively manage enterprise portfolio communications, reporting, and governance processes, ensuring that portfolio activities adhere to and deliver measurable outcomes based on investment decisions. The role demands a strong focus on organizing LPM events, facilitating LPM meetings, and maintaining the enterprise portfolio kanban to ensure workflows remain streamlined and optimized. In addition, this role is responsible for reporting progress toward strategic objectives, managing performance targets at the portfolio level, and proactively addressing enterprise-level risks, challenges, impediments, and dependencies across multiple teams. This is accomplished through facilitation and utilization of "S3" (Scrum of Scrum of Scrums), "S4" (Senior Leadership Scrum), or LPM as applicable. Success in this position is evidenced by effective leadership in developing, implementing, and communicating metrics, ensuring the enterprise portfolio meets its goals and supports the wider organizational strategy.

At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Portfolio Manager III in Colorado. The salary range for this position is $105,000 to $120,000 depending on knowledge, skills, abilities, experience, and location. Description: The Portfolio Manager III position is responsible for gathering, analyzing, and interpreting financial and credit information in order to assess the creditworthiness of the company's commercial customers, focusing on the company's moderately complex credit relationships. The position assists Commercial Bankers in supporting new and existing loan relationships with an emphasis on maximizing credit quality and minimizing risk. Responsibilities: Review and analyze financial and credit information, such as financial statements, tax returns and credit reports to determine creditworthiness for borrowers and guarantors. Determine the need for a more thorough investigation or additional information and contact appropriate sources for such information. Prepare detailed financial and analytical reports for each entity analyzed, including historical financial data and trends, detailed cash flow analysis, global cash flow analysis, and simple projections. Research pertinent industry and market information relevant to customers' lines of business. Prepare a written summary of analysis for new and existing loan relationships, especially in regard to the sufficiency of cash flow, collateral and other repayment sources. Assess overall strengths and weaknesses of credit relationship. Communicate key analytical finding and opinions to Commercial Bankers, management or credit officers. Assist in monitoring credit files, such as periodic financial statements, borrowing base certificates, accounts receivable aging, and other items as required by the loan documents. Ensure that covenant compliance and financial reporting requirements are addressed. Exercise independent judgement on client relationship credit analysis and take appropriate resulting action. Participate in departmental or company-wide projects. Seek and propose process improvements. Provide technical advice and assistance to Commercial Bankers and customers. Assist as a lead in the review of work, training, and development of more junior Portfolio Managers. Attend joint calls with the Commercial Banker to gather more information about the business. Remain educated and informed about industry trends, community developments, market conditions and regulatory requirements and understand their effect on the company's lending criteria. Understand and adhere to all applicable federal and state laws and regulations, including, but not limited to, the Bank Secrecy Act (BSA) and related anti-money laundering laws and Office of Foreign Asset Controls (OFAC). Education / Experience Preferred: Bachelor's Degree in Accounting, Business, Economics, Finance, or similar field, in lieu of a degree, applicant must have a high school diploma or equivalent and have been in this discipline a minimum of 10+ years. 7+ years of experience in credit analysis/portfolio management in a commercial lending environment required. Must possess sound area of underwriting in areas of commercial lending such as commercial real estate, commercial and industrial lending. Must possess proven ability to successfully understand and analyze financial statements, including balance sheets, income statements, cash flow, and tax returns. Must be proficient in Microsoft Office Suite. Must possess strong business math skills. Must possess proven ability to think critically and communicate results concisely and clearly, both verbally and in writing. Must possess ability to multi-task, prioritize and meet deadlines. Must have ability to work collaboratively by finding common ground to solve problems with the ability to represent his/her own opinion. Must remain educated and informed on industry trends, market conditions and regulatory requirements and actively work to develop professionally. Must possess excellent verbal, written, interpersonal and customer service skills to tactfully and professionally assist with customers, employees, senior management, auditors and regulators. Must be able to work flexible hours. Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates. Responsibilities: * Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives * Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews * Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate * Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis * Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks * Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics Required Qualifications: * A minimum of 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients. * This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. * Knowledge of fiduciary and financial products and services required through extensive related work experience. * Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients. * Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school. * Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required. Desired Qualifications: * Undergraduate degree in Finance, Accounting, Economics or equivalent financial services/business experience preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation. * A graduate degree such as MBA or JD preferred * The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Client Investments Management * Customer and Client Focus * Investment Management * Presentation Skills * Active Listening * Analytical Thinking * Attention to Detail * Client Experience Branding * Valuation Ethics and Practice Standards * Collaboration * Critical Thinking * Data Quality Management * Trading * Written Communications This job will be open and accepting applications for a minimum of seven days from the date it was posted. For internal employees; participation in a work from home posture does not make you ineligible to post. Shift: 1st shift (United States of America) Hours Per Week: 40