Portfolio manager jobs in Mount Pleasant, SC

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 Team Lead position manages a team of Commercial Portfolio Managers. In addition to leadership and management of a Commercial Portfolio Management team, this position has the primary responsibility of supporting Commercial loan portfolios of one or more Relationship Managers. Analyzes financial information to evaluate the credit worthiness of Commercial loan requests. Compiles Commercial loan packages ensuring completeness and accuracy of information provided. Assures that all Commercial loans are in compliance with State and Federal regulations and Bank policies and procedures. Monitors and Services the Commercial loan portfolios of the supported Relationship Managers. Other responsibilities include the supervision and delegation of work related to covenant testing and tracking, the loan annual review process and various projects. ESSENTIAL FUNCTIONS The primary functions of the Portfolio Manager Team Lead include: * Manages and leads team of Portfolio Managers. These responsibilities include training, coaching and developing teammates. * Reviews and decisions Annual Servicing Reviews and other requests within designated loan authority. * 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 ensures 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 Relationship Managers 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 Officers 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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, Education, and Certification 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 five years of experience in commercial banking, business banking and/or portfolio management. Prior management experience is strongly preferred. * Certifications/Specific 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 Required annual compliance training; New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. This position may require bending and reaching. Equal Opportunity Employer, including disabled/veterans.

Audit Manager - Charleston, SC Who: An audit professional with 3-4+ years of public accounting experience focused on alternative investment funds. What: Provide audit and attest services for a wide range of private investment funds while managing engagements, developing staff, and building strong client relationships. When: Full-time opportunity available immediately. Where: Charleston, SC Why: To support the growing demand for specialized fund audits and advisory services while advancing into a leadership-focused career path. Office Environment: Collaborative, professional, and centered on mentorship and continuous learning. Salary: Competitive and commensurate with experience. Position Overview: The Audit Manager or Experienced Senior will deliver audit and attestation services to private investment funds across hedge, private equity, venture capital, private credit, SBIC, real estate, and offshore structures. In addition to fund audits, the role includes providing and overseeing custody examinations and audit services for investment advisory firms. This position requires strong technical skills, leadership capabilities, and the ability to build long-term relationships while delivering value beyond compliance. Key Responsibilities: - Work and communicate effectively with staff, clients, and third-party fund administrators. - Teach, develop, mentor, and oversee staff throughout engagements while delegating tasks appropriately. - Lead and manage the engagement planning process from start to finish. - Manage engagement profitability, productivity, and overall performance. - Participate in billing and collections. - Coordinate engagement scheduling, staffing, and workflow. - Become a subject-matter expert in specific technical areas related to fund audits. - Identify additional service opportunities, pursue leads, and retain client relationships. - Develop and maintain strong relationships with clients, fund administrators, financial officers, and industry referral sources. - Coach staff on business concepts and serve as a mentor and role model. - Provide timely, constructive, and objective feedback to team members. Qualifications: - Bachelor's degree in Accounting and 4+ years of recent public accounting experience, preferably with alternative investment funds and investment advisory firms. - Private equity fund experience is a plus. - CPA certification preferred. - Proven ability to manage a high volume of engagements during peak seasons. - Strong written and verbal communication skills. - Effective analytical and problem-solving skills. - Experience hiring, developing, and leading audit professionals. If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Job Description Tax Manager (Charleston, SC) | Fast-Track to Senior/Director | + Yearly Bonuses Salary $110k-160k/Year Job Type Full Time Posted August 20, 2025 About Us: We're a top-rated boutique CPA firm located in Charleston, SC providing tax, assurance and consulting services to high-net-worth individuals and businesses across the Southeast. We are looking to bring in a Tax Senior, Supervisor, or Tax Manager. We believe in doing excellent work, taking care of each other, and promoting from within, quickly! If you are looking to join a firm that offers more work life balance, complex and interesting work, and a place to grow quickly, we could be a great fit: What You'll Do: Review individual, partnership, and S-corp tax returns (1040, 1065, 1120S) and more Serve as primary point of contact to your clients Lead tax planning strategies and ensure compliance across federal and multi-state jurisdictions Supervise and mentor junior accountants and reviewers Identify process improvements and help shape the future of our tax practice What We Offer: Top Tier Benefits (Medical, Dental, Vision, and much more) Quick Growth Opportunities to Manager, Senior Manager and Director level 401(k) with match Competitive PTO CPA exam support Flexible schedule - Hybrid (Work from home several days a week) Non-Micromanagement leadership Style Natural-Light filled Offices with a view of the river! About You: CPA or EA preferred 4+ years of recent public accounting experience Strong experience with individual and pass-through entity tax returns Comfortable leading client relationships and mentoring junior staff You value autonomy, quality, and clear communication What To Do Next: Apply now and be part of a firm that's growing and cares about their employees - feel free to directly send your resume to the Recruiter: *************************** *** We are also looking for 100% Remote Tax/Audit Seniors, Tax/Audit Supervisors, and Senior Tax Managers. Please email your resume to *************************** to discuss this position and/or other opportunities further ***

Why Ryan? * Hybrid Work Options * Award-Winning Culture * Generous Personal Time Off (PTO) Benefits * 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) * Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement * Benefits Eligibility Effective Day One * 401K with Employer Match * Tuition Reimbursement After One Year of Service * Fertility Assistance Program * Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service Ryan is expanding the International Income Tax Consulting practice throughout the U.S. We are searching for talent at all levels including but not limited to Manager, Senior Manager, and Director, who are working in public accounting, either currently or in the last 4 years. The ideal candidate will possess strong technical knowledge of international income tax. Ryan will consider individuals at the Senior Associate or Senior Consultant level who are ready for promotion to the next level, as well as candidates who are currently in a Manager, Senior Manager, or Director role. In Ryan's flexible work environment, individuals residing anywhere in the U.S. will be considered for this opportunity. This role requires expertise in International Income Tax to provide income tax consulting services to corporate clients. Depending on level, you may lead, manage, and execute international income tax consulting engagements to drive value for Ryan's corporate clients or be an individual contributor. The job description will vary based on experience. We are open to speaking to individuals at all levels. If this is you or someone you know, we would like to speak with you. Please submit your resume or contact us directly if you want to learn more. Contact: ************************ or ******************** Ryan is an award-winning firm with an amazing corporate culture. We are truly a Great Place to Work! Come be a part of the excitement at Ryan! More about the role: The Manager, International Income Tax leads a team of Consultants to provide global tax advisory services to clients. The Manager is responsible for the management of the team and oversees their performance and development. The Manager is responsible for the quality, timely delivery, and budget control of each project. The Manager is also involved in maintaining and building client relationships and assisting in prospecting for new clients. Duties and Responsibilities, as they align to Ryan's Key Results People: * Create a positive team experience. * Assists in the training and education of other team members. Client: * Responds to client inquiries and requests from tax authorities. * Travels to client locations as needed on a global basis for planning meetings, fact gathering, presentations, etc. * Leads the management of Work in Progress (WIP) reports and client billing. * Participates in the development of new international tax planning opportunities, including the identification of opportunities, development of ideas, and presentation of those ideas to clients and targets. * Works with colleagues globally and in other service lines such as Transfer Pricing, Value-Added Tax (VAT), and State Income/Franchise Tax to develop and deliver custom solutions for multinational clients. Value: * Supervises tasks delegated to assigned staff and ensures effective integration in final consulting product. * Oversees accuracy, adequacy, and quality of consulting product. * Participates in the preparation of Statement of Work and Proposals. * Independently conducts tax research. * Assists in the management and administration of the U.S. International Income Tax practice as assigned. * Performs other duties as assigned. Education and Experience: Bachelor's degree in Tax, Accounting, Finance or Economics required. Certified Public Accountant (CPA), Juris Doctor (JD), or Master of Taxation degree required. A minimum of five years' experience in tax, with a heavy emphasis on international tax consulting is necessary. Candidate must have excellent U.S. international tax technical skills and a deep familiarity with international tax laws and rules, especially those governing international trade and cross-border transactions of goods and services. A previous track record of excellent service delivery and working in a team environment is also necessary. Computer Skills: To perform this job successfully, an individual must have intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research. Certificates and Licenses: Valid driver's license required. Supervisory Responsibilities: Directly supervises employees in the International Income Tax practice and carries out supervisory responsibilities in accordance with the Firm's policies and applicable laws. Work Environment: * Standard indoor working environment. * Occasional long periods of sitting while working at computer. * Position requires regular interaction with employees and clients both in person and via e-mail and telephone. * Independent travel requirement: 30 to 50%, will vary by individual. Equal Opportunity Employer: disability/veteran

Business Our Growth, Your Opportunity At Maymont Homes, our success starts with putting residents first. We're expanding to bring clean, safe, attractive, and affordable housing to more families across new markets. With over 20,000 homes, multiple build-to-rent communities, and more on the horizon, we're not just a leader in the single-family rental space, we're a company that truly cares about the people and communities we serve. As a division of Brookfield, Maymont Homes is growing fast and making an impact. Join us to shape a brighter future for our residents while advancing your career with a purpose-driven team. Job Description Primary Responsibilities: The Collections and Evictions Manager is primarily responsible for establishing and implementing best-in-class delinquent account management, and eviction policies and procedures and will be expected to also pursue innovative and out-of-the-box solutions. They will also be responsible for building a team to execute the day to-day functions of the Collections department. Skills & Competencies: * 8+ years' experience or equivalent developing and executing eviction prevention policies and procedures. * 5+ years of general management responsibilities. * Bachelor's degree in a related field. * Fair Housing Certification (or willingness to obtain) * Adept in influencing through strong communication and team building * Ability to prepare well-written proposals, procedures, evaluations, and reports, as well as develop spreadsheets for management and analysis tools, and create presentations. * Consultative and coaching approach; tolerant of others' viewpoints. Ability to use persuasion negotiation and other communication principles to influence results without direct authority. * Ability to set vision, goals, and priorities with a broad understanding of the market and then facilitate successful execution. * Intermediate knowledge of Word, Excel, and PowerPoint; advanced preferred * Working knowledge of telephony systems, preferably Five9 * Demonstrated ability to motivate the team to produce high-quality work in a deadline-oriented environment * Ability to prove critical thinking and problem-solving concepts * Ability to thrive in a high volume, data entry, and processing work environment * Experience working in a work schedule environment, including in-office operations, weekends, and holidays, based on business needs. Essential Job Functions: * Initiating data-driven analysis to continually improve policies and procedures * Coordinating continuous mass communication with Residents and speaking to residents with outstanding balances * Ensuring the team executes on daily functions of the Collections Department including but not limited to: Initiating data-driven analysis to continually improve policies and procedures, coordinating continuous mass communication with Residents, speaking to residents with outstanding balances, posting payments to accounts, resolving customer billing issues, reducing accounts receivable delinquency, managing the eviction process, verifying occupancy, and turning-over residents to a collections company when required. * Ensuring the team executes the day-to-day functions of the Evictions department, which include but are not limited to: Timely posting of notices for delinquent residents, daily management of attorneys across markets in all stages of eviction processes evaluation of resident ledgers, and guiding markets before court dates. * Analyze delinquent and evicted residents to improve the resident screening process. * Establishes standards, policies and procedures, and partnerships with service and/or technology providers to optimize the overall credit risk of the portfolio. Monitors and evaluates all markets for their adherence to standards, policies, and procedures. * Establishes standards, policies and procedures that minimize credit loss primarily by working with residents to prevent eviction where possible. * Develop and implement a follow up system to monitor, minimize roll-over from different collection inputs (0-5, 5-9 and 9+ weeks in collection buckets). * Launch consistent collection actions (calls, emails, text, etc) to achieve company collection/delinquency objectives. * Partners with the industry's best collection and/or rent guaranty specialists to ensure maximum recovery. * Establishes, communicates, and trains eviction policies and procedures company-wide. * Executes a best-in-class eviction process that is both effective and empathetic given the sensitive nature of such an occurrence. * Executes project and change management oversight effectively. * Sets and enforce individual performance standards for employees. * Effectively develops and manages talent. * Conduct yourself courteously and professionally at all times. * Other duties, as assigned by supervisor or leadership team. Key Metrics & Responsibilities: * Monthly 30/60/90+ day aged receivables balance as % of contracted rent * Monthly 30/60/90+ day aged receivables based on no payments received days * Trailing 3 months of credit loss * Roll over for 30, 60, and 90+ buckets * Average days in eviction * 90% Contact * 90% Quality Service Why work for Maymont Homes ? Our Mission - "We Positively Impact the Lives in the Communities We Serve". We do this through the work we do and the volunteer efforts that the company sponsors. You can make a difference in your community while you work! Outstanding benefits package - our benefits are provided by Brookfield and offer immediate 5% match on the 401(k) plan, wellness credits that significantly reduce the employee cost for health care coverage, and up to 160 hours of PTO per year for full time employees. Huge parent company - support and backing from Brookfield Asset Management, one of the largest real estate asset management companies. Career growth - with our plans for growth and expansion into new markets, there are many opportunities to move up within the company. Equal Opportunity Employer: Minorities/Religion/Sex/Protected Veterans/Disability/Sexual Orientation/Gender Identity/Marital Status/Pregnancy/Age/National Origin/Genetic Information. #MYMT

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

Job DescriptionDescription: Smith Turf & Irrigation is the leading distributor and retailer in the golf, grounds and landscaping industry. We offer a comprehensive selection of equipment, irrigation and landscape products and support our customers with technical expertise and service. Since 1925, Smith Turf has built an unmatched reputation for outstanding customer care, service and support across North and South Carolina, Virginia and Tennessee. STI is a family owned business that believes in working as a team and fosters a family oriented culture. Position Overview Branch managers are responsible for managing all facets of branch operations including inventory management, team development and overall sales performance and growth. This role works in collaboration with the outside sales team to meet operational goals. What You'll Do · Manage all branch operational aspects including sales, customer service, inventory, and the TCE service shop · Possess a clear understanding and working knowledge of STI products and operations to be able to manage the customer's expectation throughout the sales, delivery, inventory and service lifecycles · Ensure customer queries regarding our wide range of products, including equipment, landscape products, and applications are answered timely and accurately · Meet operational, inventory and service shop annual goals by monitoring and assessing key performance metrics · Effectively communicate sales and service updates and initiatives to the branch team and customers · Inventory management including managing obsolete inventory and ordering whole goods · Monitor sales bulletins from vendors on parts and equipment specials · Ensure service parts are ordered and received · Oversee and ensure routine cycle counts are done and timely adjustments are made · Actively participate in the planning and execution of initiative aimed at driving branch growth · Responsible for reviewing and ensuring manufacturer rebates are submitted and current · Provide guidance, training, and mentorship to enhance the team's capabilities · Promote a strong safety culture through workplace organization, training and executing policies · Work with external sales representatives to enhance growth in LPG and TCE sectors · Ensure the showroom and yard are stocked, organized and maintain a clean appearance Skills We Are Seeking · A minimum of 3 years of managerial experience is required, preferably in retail branch operations · Experience in the power equipment, lawn care products, irrigation, and landscape lighting industry is preferred · Demonstrable skills in inventory management systems. An openness to embrace new technological skills is essential · Strong leadership skills with the ability to motivate and develop a high-performing team · Must have excellent selling, written and verbal communication and customer service skills · Must be good with people, extremely tactful and professional · Proficient in Microsoft products Benefits · Competitive Compensation · Medical, Dental, Vision, Short and Long Term Disability, Life Insurance · Paid Time Off and Paid Holidays · 401(k) with Company Match · Employee Referral Program · Opportunity of Advancement · Paid Training and Certifications · Free Counseling Services- EAP · Product Discounts · Weekends Off! STI is strongly committed to providing equal employment opportunities for all employees and all applicants for employment. All employment decisions at STI including those relating to hiring, promotion, transfers, benefits, compensation, placement, and termination will be made without regard to race, color, national origin, genetic information, creed, sex, sexual orientation, gender, gender identity, religion, age, veteran status, uniform service, pregnancy, disability, or any other factor protected by applicable law. Requirements:

This position serves as the Department of Neuroscience Accounting/Fiscal Manager I and reports to the Department Administrator. This position is responsible for financial management and analysis, reporting, reconciliations and budget preparation on behalf of the department as related to unrestricted funding. This role provides oversight of procurement and accounts payable, inventory management, and student funding. This position also provides billing support for CBI. Strong analytical skills are essential to success. Entity Medical University of South Carolina (MUSC - Univ) Worker Type Employee Worker Sub-Type Classified Cost Center CC000983 COM NEURO RES Administration CC Pay Rate Type Salary Pay Grade University-07 Pay Range 57,334.00 - 81,707.00 - 106,080.000 Scheduled Weekly Hours 40 Work Shift Job Duties: 30% Financial Management and Reporting: * Manages all accounting and financial reporting of University, MUSCP, and MUSCF accounts for the Department of Neuroscience including faculty start-up funds, department expenses, endowments, and other agreements and allocations. Must have a strong understanding of all revenue streams and expenses for the department to ensure budgetary compliance. * Responsible for day to day approval, oversight, and initiation of WorkDay processes like approving expenditures, journal entries, and customer invoicing. * Manages and monitors personnel efforts and expenses on unrestricted funds. Creates payroll accounting adjustments, ASWs, and other costing allocation changes as needed. * Conducts payroll expenditure reconciliations and advises on revenue/expense variances and other ways to mitigate costs. 25% Procurement and Inventory: * Lead trainer for the Department of Neuroscience and subject matter expert in the areas of Procurement, Contract Management, and Asset Inventory. Pcard holder and Liason for the department. * Independently oversees and ensures compliance with institutional, state, federal, and corporate regulations for contracts, capital purchases, etc. Oversees annual inventory process and maintains current records of assets/surplus. * Processes and manages all procurement activities to include Pcard purchases, travel and personal reimbursements, recruitment expenses, oversight of faculty professional allowance, assigning appropriate funding sources, and correcting errors. Create journal entries and other accounting adjustments as needed. 15% Annual Budget and Budget To Actual (BTA) Reporting * Supports the annual budget process for the department and tracking variances throughout the year. Analyzes past and current data on a continuous basis and makes recommendations for corrective actions as needed. * Creates internal budget documents and enters budgetary information into Adaptive Planning software for personnel, transfers, operating expenses, and revenue. * Creates and distributes monthly reports for cash balance, available balance, and budget to actuals for unrestricted funds to faculty and leadership within the department. 15% CBI & Cores Financial Management Support: * Supports monthly billing and invoicing for CBI and other Neuroscience Cores. Works closely with Grants Administrator and Core directors to ensure compliance and participates in biannual Rate Study review process. * Creates and distributes reports to Core directors in a timely manner. Ensure transfers and revenue have been received and accounts are current. 10% Training Grants and Student Backup Support: * Collaborate with Neuroscience Grant Managers, MUSC central offices, and College of Graduate Studies to manage the onboarding and offboarding of students and trainees. Serve as liaison between students, postdocs, faculty and the College of Graduate Studies. Works with Neuroscience HR coordinator to ensure timely processing of student information is completed in WorkDay for profile creation and payroll or stipend payment set up. * Work closely with the Neuroscience Graduate Coordinator, T32 leadership, HR coordinator, and Grant Managers to manage completion of all associated paperwork required, including mentor forms, stipend payments, tuition payments, and various College of Graduate Studies forms. * Maintains internal documentation on various processes and data to track timing of payment processing, tuition payments, and schedule of future activities. 5% Special Projects: * Assist with special projects and initiatives related to financial management and strategic planning. * Participate in system wide initiatives and meetings to represent the department and improve processes. Additional Job Description Minimum Requirements: A bachelor's degree with accounting courses and five years professional experience in a related area such as accounting, auditing, banking or finance. Physical Requirements: (Note: The following descriptions are applicable to this section: Continuous - 6-8 hours per shift; Frequent - 2-6 hours per shift; Infrequent - 0-2 hours per shift) Ability to perform job functions in an upright position. (Frequent) Ability to perform job functions in a seated position. (Frequent) Ability to perform job functions while walking/mobile. (Frequent) Ability to work indoors. (Continuous) Ability to work in confined/cramped spaces. (Infrequent) Ability to bend at the waist. (Infrequent) Ability to squat and perform job functions. (Infrequent) Ability to fully use both hands/arms. (Continuous) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Frequent) Ability to reach in all directions. (Continuous) Possess good finger dexterity. (Continuous) Ability to maintain tactile sensory functions. (Continuous) Ability to lift and carry 15 lbs., unassisted. (Infrequent) Ability to lift objects, up to 15 lbs., from floor level to height of 36 inches, unassisted. (Infrequent) Ability to lower objects, up to 15 lbs., from height of 36 inches to floor level, unassisted. (Infrequent) Ability to push/pull objects, up to 15 lbs., unassisted. (Infrequent) Ability to maintain 20/40 vision, corrected. (Continuous) Ability to see and recognize objects close at hand. (Continuous) Ability to see and recognize objects at a distance. (Continuous) Ability to match or discriminate between colors. (Continuous) Ability to determine distance/relationship between objects; depth perception. (Continuous) Good peripheral vision capabilities. (Continuous) Ability to hear and/or understand conversations. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Additional New Requirements: Computer literacy. If you like working with energetic enthusiastic individuals, you will enjoy your career with us! The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need. Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: ***************************************

Collections Account Manager (Consumer Finance)- 2126 N Boland Cir, North Charleston, SC 29406 The exclusive lending company for Byrider, Car Now Acceptance Company, is growing! Collections Account Manager career opportunity at our N. Charleston, SC, finance office! Rewards for Collections Account Manager: Annual compensation: $80,000.00 - $120,000.00+ Hourly pay + weekly, monthly & annual incentives Full Benefits- Health, Dental, Vision, PTO, 401k Extensive training Career growth potential in multiple areas Industry-best customer program 36 years in business National company in 25 states Great software & systems Full spectrum lending & collections Collections Account Manager Responsibilities: Collections account management Work to problem solve & find a solution Help ensure customer satisfaction Credit origination/lending Attend training classes & meetings Hours for Collections Account Manager: Full time (45-50 hours based on business needs) 5-day work week No Sundays Work most Saturdays 9-6 with a weekday off Office Hours: 8:30-7 M-F, 9-6 SAT Scheduled until 7 twice per week Collections Account Manager Requirements: First party collections experience Sub-prime collections experience is a plus Able to work on-site full-time Able to pass a background check & basic drug screen (THC excluded) Able to work the listed hours Good computer, problem-solving & communication skills Keywords: Collections, Collection, Collector, Collections Specialist, Collections Account Manager, Collections Representative

Business Our Growth, Your Opportunity At Maymont Homes, our success starts with putting residents first. We're expanding to bring clean, safe, attractive, and affordable housing to more families across new markets. With over 20,000 homes, multiple build-to-rent communities, and more on the horizon, we're not just a leader in the single-family rental space, we're a company that truly cares about the people and communities we serve. As a division of Brookfield, Maymont Homes is growing fast and making an impact. Join us to shape a brighter future for our residents while advancing your career with a purpose-driven team. Job Description Primary Responsibilities: The Collections and Evictions Manager is primarily responsible for establishing and implementing best-in-class delinquent account management, and eviction policies and procedures and will be expected to also pursue innovative and out-of-the-box solutions. They will also be responsible for building a team to execute the day to-day functions of the Collections department. Skills & Competencies: 8+ years' experience or equivalent developing and executing eviction prevention policies and procedures. 5+ years of general management responsibilities. Bachelor's degree in a related field. Fair Housing Certification (or willingness to obtain) Adept in influencing through strong communication and team building Ability to prepare well-written proposals, procedures, evaluations, and reports, as well as develop spreadsheets for management and analysis tools, and create presentations. Consultative and coaching approach; tolerant of others' viewpoints. Ability to use persuasion negotiation and other communication principles to influence results without direct authority. Ability to set vision, goals, and priorities with a broad understanding of the market and then facilitate successful execution. Intermediate knowledge of Word, Excel, and PowerPoint; advanced preferred Working knowledge of telephony systems, preferably Five9 Demonstrated ability to motivate the team to produce high-quality work in a deadline-oriented environment Ability to prove critical thinking and problem-solving concepts Ability to thrive in a high volume, data entry, and processing work environment Experience working in a work schedule environment, including in-office operations, weekends, and holidays, based on business needs. Essential Job Functions: Initiating data-driven analysis to continually improve policies and procedures Coordinating continuous mass communication with Residents and speaking to residents with outstanding balances Ensuring the team executes on daily functions of the Collections Department including but not limited to: Initiating data-driven analysis to continually improve policies and procedures, coordinating continuous mass communication with Residents, speaking to residents with outstanding balances, posting payments to accounts, resolving customer billing issues, reducing accounts receivable delinquency, managing the eviction process, verifying occupancy, and turning-over residents to a collections company when required. Ensuring the team executes the day-to-day functions of the Evictions department, which include but are not limited to: Timely posting of notices for delinquent residents, daily management of attorneys across markets in all stages of eviction processes evaluation of resident ledgers, and guiding markets before court dates. Analyze delinquent and evicted residents to improve the resident screening process. Establishes standards, policies and procedures, and partnerships with service and/or technology providers to optimize the overall credit risk of the portfolio. Monitors and evaluates all markets for their adherence to standards, policies, and procedures. Establishes standards, policies and procedures that minimize credit loss primarily by working with residents to prevent eviction where possible. Develop and implement a follow up system to monitor, minimize roll-over from different collection inputs (0-5, 5-9 and 9+ weeks in collection buckets). Launch consistent collection actions (calls, emails, text, etc) to achieve company collection/delinquency objectives. Partners with the industry's best collection and/or rent guaranty specialists to ensure maximum recovery. Establishes, communicates, and trains eviction policies and procedures company-wide. Executes a best-in-class eviction process that is both effective and empathetic given the sensitive nature of such an occurrence. Executes project and change management oversight effectively. Sets and enforce individual performance standards for employees. Effectively develops and manages talent. Conduct yourself courteously and professionally at all times. Other duties, as assigned by supervisor or leadership team. Key Metrics & Responsibilities: Monthly 30/60/90+ day aged receivables balance as % of contracted rent Monthly 30/60/90+ day aged receivables based on no payments received days Trailing 3 months of credit loss Roll over for 30, 60, and 90+ buckets Average days in eviction 90% Contact 90% Quality Service Why work for Maymont Homes ? Our Mission - “We Positively Impact the Lives in the Communities We Serve”. We do this through the work we do and the volunteer efforts that the company sponsors. You can make a difference in your community while you work! Outstanding benefits package - our benefits are provided by Brookfield and offer immediate 5% match on the 401(k) plan, wellness credits that significantly reduce the employee cost for health care coverage, and up to 160 hours of PTO per year for full time employees. Huge parent company - support and backing from Brookfield Asset Management, one of the largest real estate asset management companies. Career growth - with our plans for growth and expansion into new markets, there are many opportunities to move up within the company. Equal Opportunity Employer: Minorities/Religion/Sex/Protected Veterans/Disability/Sexual Orientation/Gender Identity/Marital Status/Pregnancy/Age/National Origin/Genetic Information. #MYMT

Description & Requirements The Tax team is dedicated to helping clients navigate a complex tax landscape with clarity and confidence. Our team delivers practical, forward-thinking guidance tailored to each client's goals, offering reliable support through change, growth, and opportunity. What You Will Do: * Manage tax compliance and advisory services for individuals (Forms 1040, 1040-NR), partnerships (Form 1065), and corporations (Forms 1120, 1120-S) across a variety of industries * Conduct in-depth research on complex tax matters, apply insights to client engagements, and communicate findings clearly through well-structured written reports. * Review tax return preparations completed by other staff to ensure accuracy and compliance with regulatory standards. * Engage proactively with senior client stakeholders to identify tax issues, offer insights, and implement practical solutions. * Drive client service excellence by setting high standards for responsiveness and quality, fostering long-term relationships as a trusted advisor and strategic partner in client success. * Support client growth and retention through strategic planning and business development. * Contribute to business development by helping with proposals, showcasing firm value, and supporting client acquisition. * Mentor and manage tax professionals, providing coaching, performance feedback, and career development support to build a high-performing, collaborative team. * Manage resources, budgets, and project workflows to resolve scheduling conflicts and ensure the timely, cost-effective delivery of client engagements * Maintain technical expertise through ongoing Continuing Professional Education (CPE), ensuring compliance and staying ahead of industry trends and regulatory changes. * Contribute to thought leadership by authoring technical publications and leading internal training sessions to elevate firm-wide knowledge and capabilities. * Represent the firm at industry events and networking forums, enhancing brand visibility and cultivating new business opportunities. Minimum Qualifications: * Bachelor's Degree in Accounting, Taxation or related field * CPA License * 5+ years of relevant progressive tax experience in public accounting, or a combination of corporate tax and public accounting * Proficiency in Microsoft Office Suite * Flexibility to travel for client engagements and internal meetings. Travel may include overnight stays. Preferred Qualifications: * Master's Degree in related field #LI-CHAS #LI-LW1

Our ideal candidate will possess at least 1 year of public accounting experience in a tax environment. Strong skills in research and writing. Strong skills in general accounting Reviews the tax working papers and determines that the engagement has been performed in accordance with professional standards and the terms of the engagement letter Develop business by expanding existing relationships with clients, maintaining personal networks, and participating in civic, business, and professional organizations Must Haves and Nice to Haves: 1 - 4 years of experience in public accounting - with a solid compliance background in flow through taxation (S Corporations, Partnerships); Preferably with a Big Four or Regional Firm Thorough knowledge of the tax process Excellent MS Office experience Knowledge of Accounting Software Systems a PLUS! BS in Accounting CPA Certification (or plans to get within 12 months) Masters in Tax preferred

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

EMPLOYMENT WILL BEGIN IN MARCH This position typically provides direction of the day-to-day operations of the department, staff supervision and departmental budget preparation, as well as management of the annual external audit; and deals courteously and effectively with fellow employees and citizens. ESSENTIAL JOB FUNCTIONS: * Provide supervisory support to BCWS Scalehouse, BCWS Billing Department and Accounts Payable. * Plans, organizes, and directs the financial operations of BCWS under the guidance of the Chief Financial Officer. * Prepares financial statements and other reports to summarize and interpret current and projected financial positions. * Provides administrative and technical leadership in accounting, budgeting, investment, debt administration, and Grants. * Creates, processes and prepares various reports and spreadsheets including the Annual County Budget and ACFR (Annual Comprehensive Financial Report). * Develops and implements accounting procedures and practices. * Plans, manages and develops an annual operating budget. * Directs and controls the processing of BCWS Billing, accounts payable, landfill operations, and the tracking of grant funds. * Coordinates annual audit with an independent accounting firm. * Research and provide technical advice on accounting matters. * Perform journal entries that adhere to GAAP standards and ensure proper balancing of general ledger accounts. * Calculate annual rates and review monthly billing for large account contract customers. * Reconciles funds and accounts, maintains records of all budget transfers and allocations, accounts for all fixed assets and performs other miscellaneous accounting functions. * Reconcile all water and sewer bank accounts to include detailed reconciliation of payment types to deposit batches. * Ensure compliance with all State and Federal reporting deadlines to include 1099, EMMA, SCDES and Unclaimed Property. * Maintain proper accounting records and prepare draw requests for BCWS grants and loans. * Reviews and analyzes financial statements as prepared by staff and report status to upper management. * Reviews statistical reports for other activities such as water/sewer sales, landfill tonnages etc. and other pertinent performance data to measure productivity and goal achievement and to determine areas needing cost reduction and program improvement. * Reports to management about asset utilization and audit results and recommends changes in operations and financial activities. * Determines staffing requirements and interviews, hires and trains new employees or oversees those personnel processes. * Supervises employees performing financial reporting, accounting, billing, collections, and budgeting duties. * Ensure cash-handling policies and procedures for all departments are updated and adhered to including, but not limited to, daily cash out and drawer reconciliation, payment handling, credit memos, and refund reporting. * Provide appropriate response to errors/conflicts in a way that displays the value of our customers and employees. * Attends and participates in meetings of staff, County council and others. * Organizes and directs bond work with bond attorneys, financial advisor and staff to prepare documents for bond issuance and presentation to County Council and Supervisor. * Reviews subordinates' journal entries and documents prepared for audit for accuracy. * Manages and monitors bank accounts and investments for Water & Sanitation accounts. * Prepares annual budget preparation and presents to County council and upper management. * Communicates in a courteous and professional manner with others to attain appropriate information and documentation. * Performs other duties as assigned. * Bachelor's Degree in Accounting, Finance or closely related field; * Seven (7) years of related accounting/finance experience; * Five (5) years management/supervisory experience. Special Requirements: * Certified Public Accountant (CPA) license preferred; * Certified Government Finance Officer (CGFO) designation and auditing background preferred; * Departmental testing may be administered during interview; * A criminal background check will be completed on selected applicant if a current one (less than 3 years old) is not on file. Knowledge, Skills and Abilities: * Skill in using mainframe systems and advanced personal computer systems including Word and Excel. * Skill in communication, both oral and written. * Skill in the operation of all basic office equipment. * Ability to manage grant funds and department budget. * Ability to use small office equipment and computers. This position requires the employee to sit and use hands to handle, finger, grasp or operate objects, tools or controls; reach with hands and arms; and talk and hear. The employee must occasionally lift and/or move up to twenty-five (25) pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception and the ability to adjust focus.The work is regularly performed in a dynamic environment that requires sensitivity to change and responsiveness to changing goals, priorities and needs. Normal operating hours are Monday through Friday 9:00a.m. - 5:00p.m with the ability to work flexible hours when necessary. Must be able to attend evening County Council meetings and various social functions as requested. Scheduled hours/days, job location, duties and any other information contained herein is subject to change. May be required to work extra hours and to perform extra or different duties during emergency situations.

Job Description In this role you will provide tax research, planning and consulting services to a diverse range of clients. Essential Functions: Prepare and review complex corporate, partnership, high net worth individual, fiduciary, and tax-exempt entity tax returns Act as Primary Contact for Various clients Meeting with prospective clients and assisting with preparation of proposals. Serve clients specific needs and identify value-added solutions for clients Conduct tax research. Preparing tax projections and performing tax planning for more complex clients. Knowledge and interpretation of various types of trust documents and wills, business operating agreements and other related documents. Assist client with related business needs (QuickBooks, payroll tax, sales tax). Ability to represent client before the Internal Revenue Service. Supervising seniors and staff and evaluating their performance and providing them with feedback. Maintain accurate records for client billing system. Assist in the training and development of less experienced staff. Keeping partners informed of all important work developments, analyzing major problems or potential problems, and recommending solutions. Manage and maintain multiple client relationships, engagements, and special projects on time and on budget. Qualifications Bachelor's degree required; Master's degree in Accounting related field preferred. CPA certification is required. 5+ years of public accounting experience. Excellent interpersonal, analytical, research and audit project management skills. Ability to effectively communicate and develop strong relationships with clients, business partners, and co-workers. Proficient in MS Office Suite. Proficiency in Thompson Reuters, or an equivalent tax software, required.

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

Do you go above and beyond to motivate a team to achieve goals? Are you ready to share the joy of assisting customers as a hands-on leader of an enthusiastic team? You're the connection between the branch, the community, and the customers. You'll be the one who helps customers, over the phone and in-person, when they have a financial need. If this is you, Come Begin Your Story as a Branch Manager at our company! Security Finance has been a leader in the financial services industry since 1955, and proudly provides installment loans and income tax preparation to the communities where we operate. At Security Finance, it's about being good members of our community, helping neighbors in times of need and treating customers with the respect they deserve. You'll know you are successful when you: Develop, lead, train, and manage branch employees. Maintain office cash with accuracy and security. Meet goals while providing outstanding customer service. Ensure prompt and accurate completion of the loan process and income tax returns. Maintain reporting and minimize delinquent debt through collection activities. Maintain compliance with state and federal lending regulations and Company policies and procedures. Keep in mind that we provide: An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time. Monthly Bonus Potential - You have the ability to earn a monthly bonus when your team meets your branch goals! Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more. Growth Potential - We believe in fostering our employees' talents and providing a pathway for their individual career story. TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities. You could be a great addition if you have: Previous management experience. Previous customer service experience. Knowledge of state and federal lending regulations. A valid state driver's license, with an acceptable driver's record. Access to a reliable automobile for use on a daily basis. Previous finance experience. Come Begin Your Story! Apply today!

This Branch Manager opportunity will be responsible for managing the functions of a full service branch, including maintaining existing and developing new customer relationships, both personal and business. The Branch deposit size is normally under $25,000,000. Accountability includes achieving sales performance objectives of the branch relating to deposit growth, fee income, and expense control. Responsible for the supervising, coaching, and developing of branch staff and ensuring the communication and adherence with all Bank best practices, policies, procedures, and regulations. RESPONSIBILITIES: * Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships * Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls * Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control * Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services. * Manages and coaches the branch sales team to effectively provide financial solutions to customers * Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department * Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures; * Ensures that dual control is in place for all vaults/safes containing cash/negotiables; * Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments * Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans * Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team; * Provides regular team meetings for branch personnel to convey information received in seminars, manager's meetings, conference calls and other sources * Refers customers to wealth management, brokerage and commercial representatives as appropriate * Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit * Manages overall responsibility for settlement of branch cash * Conducts audits and oversees completion of monthly and quarterly branch audits * Opens and closes branch office adhering to bank's security policy and procedures * Participates as a member of branch-local civic organizations to promote Bank name, products and services. * Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours. Qualifications * Bachelor's degree preferred or equivalent work experience * Minimum of two years in a management capacity required * Excellent verbal and written communications skills in Spanish or additional language a plus. * Must possess an NMLS license or obtain NMLS license within 90 days of employment * Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required * Strong sales and service skills * Strong planning and organizational skills * Strong communication, problem solving, and coaching skills. * Proficiency in Microsoft Office products * Demonstrated strong interpersonal skills * Demonstrated ability to be flexible and adaptable * Ability to travel to other branch locations as business needs arise * Flexibility on work schedule as business needs arise KEY COMPETENCIES: * Accountability * Leadership Skills * Interpersonal Skills * Strategic Planning and Execution * Organization Essential Functions: * Sitting for extended periods of time. * Ability to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile and/or bus. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Charleston South Carolina Nearest Secondary Market: South Carolina Job Segment: Branch Manager, Bank, Banking, Marketing Manager, Compliance, Management, Finance, Marketing, Legal

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch Network as part of the Consumer, Small and Business Banking division. This is an interim non-exempt position. Successful completion and certification of the Branch Manager Readiness program is a pre-requisite to transition into a manager role, based on branch vacancy. Employees who are currently in an Associate Branch Manager (ABM) or Branch Manager (BM) role with Wells Fargo at the time of hire will not participate in the Branch Manager Readiness program. Our Branch Managers are responsible for leading, managing and developing a diverse team of direct and indirect reports, creating a culture that fosters engagement and generates commitment and accountability to business outcomes. Successful Branch Managers are able to lead a highly defined customer engagement process, coaching to specific behaviors that lead to an enhanced customer experience and drive growth in the business, while also driving accountability for operational excellence. This involves executing policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures, and managing the allocation of people and financial resources for the branch. In this role you will: Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience Mentor and guide talent development of direct reports and assist in hiring talent This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 2+ years of leadership experience Desired Qualifications: Management experience including hiring, coaching, and developing direct reports Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business Experience building and maintaining effective relationships with customers, internal partners and within the community Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention Ability to interact with integrity and professionalism with customers and employees Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Job Expectations: Ability to work a schedule that may include most Saturdays Ability to travel in assigned geography up to 50% of the time during the first 6 months, depending on location This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************ ) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Locations: 16 Broad St: 16 Broad St Charleston, SC 29401-3092 Wando Crossing: 1505 N Highway 17 Mount Pleasant, SC 29464-3308 James Island Financial Center: 751 Daniel Ellis Dr Charleston, SC 29412-3035 Citadel Mall: 828 Orleans Rd Charleston, SC 29407-5755 Brentwood Plaza: 4400 Dorchester Rd Charleston, SC 29405-6863 Ashley Plaza: 1305 Sam Rittenberg Blvd Charleston, SC 29407 Mount Pleasant Branch: 507 Coleman Blvd Mount Pleasant, SC 29464-4327 Johns Island: 3575 Maybank Hwy Johns Island, SC 29455-4825 Freshfields Village: 100 Village Green LN Johns Island, SC 29455 North Village: 6877 Dorchester Rd North Charleston, SC 29418 Belle Hall: 648 Long Point Rd Mount Pleasant, SC 29464 The Market At Oakland: 3080 Ironclad Aly Mount Pleasant, SC 29464 Posting End Date: 4 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.