Portfolio manager jobs in Oklahoma

Pearson is seeking an experienced Commercial Portfolio Manager for Statistics in Higher Education Courseware to join a highly collaborative team dedicated to prioritizing customer value embedded in the products we build. This role will focus on overseeing a portfolio of products (such as eTexts and print books, and our homework platform, MyLab XL) by capitalizing on market opportunities, meeting customer needs, and delivering improved learner outcomes which ultimately drive value for our end users and revenue for Pearson. We value teamwork, trust, flexibility, achievement, curiosity, and solving difficult problems. The role reports to the Director of Commercial Portfolio Management for Math and Physical Science. **Key Responsibilities:** + Serve as the voice of the customer by working with colleagues in North America (and globally) to support the identification, assessment, and prioritization of market opportunities & customer pain points in math education, ensuring focus on maximizing both commercial and learner outcomes + Lead product strategy and contribute to the creation of new products and features, while phasing out existing products as needed. Focus on developing a strategic plan to guide the future of the portfolio in the education product space + Gather and analyze customer feedback and market research to gain deep insights into product performance, market trends, and competitor offerings. Use this information to inform product strategy and prioritize initiatives that address key customer needs + Champion data-driven decision-making, using strong data analysis skills to assess product performance and inform next steps, while balancing operational delivery with strategic thinking + Acquire and manage authorial talent, working directly with authors to bring their best work to market and ensure the product aligns with customer needs and expectations + Collaborate with cross-functional teams, including other Commercial Portfolio Managers, Content Strategy, Sales, Marketing, UX, Efficacy & Learning Research, and the Product Management teams, to create innovative products that drive improved learner outcomes and deliver commercial value for Pearson + Drive continuous product improvement post-launch, optimizing customer experience, adapting to geography/market segment requirements, responding to competitor actions, and improving both learner and commercial outcomes + Support achievement of the financial targets for your product(s) through knowledge and creation of the product P&Ls + Provide mentorship and guidance to junior team members, helping them navigate complex tasks and develop their skills. Share expertise to help shape team projects and contribute to a culture of continuous learning + Communicate effectively with stakeholders, presenting data, insights, and product strategies clearly and persuasively to support key decisions and product direction. **Qualifications:** + Bachelor's degree or equivalent + Commercial product management/portfolio management experience, including managing digital products + 2-3 years experience as a college sales representative preferred + Ability to travel as needed (up to 10%) + Strong understanding of education, particularly higher education, and learning from a consumer viewpoint + Ability to balance strategic thinking with operational execution across multiple markets + Passion for design thinking, applying empathy, curiosity, and collaboration to explore innovative ideas + Exceptional communication skills, with the ability to tell a compelling story using data and customer feedback to drive decisions + Competence in analyzing market trends and identifying actionable insights to develop strategic product initiatives. This role provides an opportunity to take ownership of key product initiatives, collaborate with diverse teams, and develop your expertise further, all while contributing to the growth and success of Pearson's Math and Statistics portfolio. Compensation at Pearson is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by the California, Colorado, Hawaii, Maryland, New York State, New York City, Washington State, and Washington DC laws, the pay range for this position is as follows: This position is eligible to participate in an annual incentive program, and information on benefits offered is here. **Who we are:** At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson. Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing ******************************************. **Job:** Portfolio Management **Job Family:** GO\_TO\_MARKET **Organization:** Higher Education **Schedule:** FULL\_TIME **Workplace Type:** Remote **Req ID:** 21939 \#location

Areas of Interest: Commercial Banking, Health Care Pay Transparency Salary Range: $110,000 - $140,000 Application Deadline: 01/05/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Formula Based Summary You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Portfolio Manager III. You'll be positioned for a great career! The Portfolio Manager III partners with the Relationship Manager in supporting the growth and management of the loan portfolio. Job Description The Portfolio Manager III partners with the Relationship Manager in supporting the growth and management of the loan portfolio. This role provides ongoing asset management of a credit portfolio and conducts regularly scheduled reviews of overall asset quality, with a focus on evaluating performance against original underwriting expectations. These reviews evaluate information including borrower/sponsor historical financial statements, changes in the macroeconomic / reimbursement environment, pro forma statements, planned capex, stress testing, and overall analysis of the credit condition of the borrower/sponsor. Acting autonomously, the principal functions of the Portfolio Manager III are to (1) continuously monitor and assess the credit profiles of the customers in her/his assigned portfolio; (2) help manage customer relationships by providing exceptional service; (3) assist with routine issues such as monthly / quarterly reporting requirements, overdrafts, wires, new account openings, etc.; (4) ensure that renewals, extensions and annual reviews are completed in a timely manner; (5) seek ways to enhance customer profitability by looking for cross-sell opportunities; and 6) identifying referral opportunities from current customers and centers of influence. Team Culture We act with honor and truthfulness. Our foundation of integrity builds coworker trust, relationships, and effective interpersonal relationships. We live our company values every day. How You'll Spend Your Time * You will prepare complex financial underwriting on transactions involving critical client accounts that significantly affect profits of Lines of Business (LOB's) across the hospital and health system lending spectrum. Typical transaction size ranges from $10 Million to $50 Million. Analysis is conducted independently, and recommendations are made to Relationship and/or Department Managers regarding final structure and pricing. * You will establish and maintain favorable relationships with current and prospective clients. Manage moderately large relationships (credits, deposits, and fee-based products/services) that require more complex analysis. Make recommendations as to whether an extension/modification is deemed appropriate, as well as negotiate the terms and conditions of the proposed extension or modification terms. Actively participates in customer meetings to further the relationship and expand business opportunities. * You will assume responsibility for recognizing/documenting all policy exceptions; interact with clients/prospects to gather key information for credit analysis, including questions relating to the preparation of financials and gaining an understanding of business models. * You will participate in joint calling on credit customers/prospects, interact with clients frequently and in a manner that fosters the development of solid relationships; assist in the development of new credit business through calling with Relationship Managers on existing or prospective clients to gather key information for proper credit analysis. * With an advanced understanding of the healthcare line of business, you will analyze clients' needs; assess the client's financial position and credit worthiness to ensure loans meet credit and financial requirements for lending quality and compliance as determined by the Bank's Credit Policy. * You will review all legal documents for accuracy and potential changes, prepare amendments as needed. Independently negotiate documents with Borrower and/or Borrower's counsel, when necessary. * You will autonomously, report on the overall portfolio, including and not limited to, assessing asset quality, stress testing, industry and market analysis, competitive analysis, asset allocation, reserves and non-performing loan analysis. * You will ensure accuracy of information, data, and documentation for all portfolio accounts. Maintain loan reporting, including: past dues, documentation and collateral exceptions, financial performance updates, asset quality reports, portfolio profitability, etc. * You will effectively present proposed credit actions in written analysis document and as necessary, verbally to Senior Credit Officers. * You will act as a mentor to Credit Specialists and more junior Portfolio Managers. * May perform other duties as assigned. Education & Experience Requirements The required level of knowledge is normally acquired through completion of a Bachelor's degree and 8+ years of Credit Analysis/Credit products underwriter experience; or 15+ years of equivalent work related experience. * Comprehensive accounting & cash flow knowledge, with demonstrated knowledge of intermediate accounting theory including the difference between GAAP and income-tax based statements, cash and accrual accounting, consolidation and elimination principals * Succinctly identify the drivers and/or potential threats to cash flow and structuring in order to mitigate that risk, if possible * Solid working knowledge of rules, regulations and documentation * Clearly communicate and convey information and ideas through a variety of channels * Leverage a network of relationships with clients, Relationship Managers, and peers for support in achieving both the individual and organizational goals * Strong knowledge and understanding of credit principles, lending functions, loan analysis, and application of general credit policies * Excellent organizational skills and meticulous work habits * Solid critical review skills focused on errors and incorrect conclusions * Ability to complete assignments quickly and efficiently with minimal direction * Proactive communication skills (internally with colleagues and senior personnel and externally) * Good conflict management skills * Possess the courage and confidence to have difficult conversations or voice differing opinions (both internally and externally) * Ability to work efficiently under limited timeframes * Strong knowledge of loan documentation, loan policy and regulations * Excellent knowledge of the Loan Grading Process * Excellent oral and written communications skills * Advanced PC and spreadsheet software skill Advertising Source BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.

Job Description Portfolio Manager(manage HNW clients & portfolio) Our client is looking for a smart, genuine, personable, knowledgeable, and ambitious portfolio manager with experience in managing a client's portfolio (HNW Individuals & Families). They need someone that will make discretionary investment management decisions in a fiduciary capacity. You will construct and manage individualized investment portfolios that will meet their financial goals and objectives. You will work directly with clients, build relationships, and provide collaborative support with the team. They need someone who has a firm grasp on the markets, that will build out an approved list of investments consisting of ETFs, Individual Stocks, and Mutual Funds. This is an exciting opportunity to build this out from the ground up without the RED TAPE. Must have knowledge of stock and bond markets. Salary + Bonus with some travel involved with all expenses paid with support for CE and community involvement. Elevate your investment career in the Tulsa Metropolitan area - where relationships matter and your expertise shines. Are you ready for an exciting new challenge? To learn more about our organization please visit us at ******************* To apply for this position, submit your resume by choosing one of the following: ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED) Email your resume in WORD format to **********************. Please refer to job reference code NB/portfoliomgr OK in the subject line. NO CALLS PLEASE

We're looking for a strategic, creative-minded marketer with a passion for sports to lead our LA28 and other Olympic & Paralympic activations. Deloitte US national sponsorships deliver memorable activities and impactful brand messaging, showcase Deloitte capabilities, create opportunities for exceptional experiences for our professionals and recruits, and help deepen client relationships. As a leader on the US Sponsorships team, excellent strategic thinking, project management, and activation experience will be critical to success in the role. Recruiting for this role ends on January 30, 2026 Work You'll Do This leader will oversee and manage the development and execution of Deloitte's marketing and hospitality activation plans for LA28. * Sponsorship Activation Oversight: * Develop overarching activation plans in the lead up to LA28 and beyond to maximize rights and benefits of Olympic and Paralympic Movement assets across client engagement, marketing, and other areas. * Maximize contractual and incremental sponsorship assets. Oversee reviews of activation plans, including copy and creative assets, both internally and externally. Become an expert on the rights and nuances of assigned sponsorship properties. * Review, approve, and support team strategies for hospitality and client experience, ensuring exceptional standards and alignment with Deloitte's business goals. * Set the vision and drive continuous improvement to ensure marketing, creative, and client engagement plans are strategically integrated, innovative, and measurable. * Implement and optimize workflows and tracking systems that support continuous improvement in team collaboration, creative approvals, and asset management. Ensure effective status management on key priorities, deadlines, and deliverables across all managed sponsorships. * Oversee the team's work with internal and external agency partners and media teams to develop and measure integrated paid, owned, earned, and property marketing plans, and ensure consistent messaging across all channels. * Identify and drive adoption of new tools, technologies, and industry best practices that can enhance the impact and efficiency of sponsorship activations. * Stakeholder Collaboration, Rights & Contract Management: * Interface between the Sponsorship Activation team and senior marketing, brand, risk, and business leaders, escalating opportunities, resolving issues, and maximizing contractual benefits and unique assets. * Translate business priorities into actionable plans and provide regular reporting, strategic insights, and recommendations to executive stakeholders. * Represent the team at key firmwide meetings, planning sessions, and external partnership meetings. * General Support & Reporting: * Guide the analysis of sponsorship effectiveness, competitive activity, and best practices; provide actionable insights and strategic recommendations to leadership. * Lead the ongoing development of internal communications, sponsorship toolkits, training, and knowledge sharing to enhance sponsorship activation capability firmwide. The Team Deloitte's Brand, Marketing & Communications team combines the power of Deloitte's brand with the most inspired marketing techniques to produce business results for our clients. From events to social media to digital strategy and execution, we elevate the Deloitte brand and strategic positioning, delivering a cohesive, consistent experience. The team brings together creative and technology skills, business insights, and industry best practices to develop innovative creative assets that engage our clients. It also executes with agility and measurable performance through best-of-breed solutions, centralization of key information and operations, and optimization of data, tools, people and processes. Qualifications Required * Minimum 15 years of experience in sponsorship or sports activation * Experience and knowledge of the Olympic & Paralympic Movement * Strong creative thinking and problem-solving skills; ability to manage multiple projects and deadlines; excellent attention to detail * Passion for sponsorship, brand and marketing disciplines, with strong writing and collaboration skills * Experience with sponsorship property reviews/approvals * High level of comfort with ambiguity and fluid priorities; ability to manage multiple and complex threads of work; ability to work in a virtual environment * Limited immigration sponsorship may be available * Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve Preferred Qualifications * Sponsorship experience within B2B sponsorships The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $93,000 to $191,000. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: ************************************************************************************************************ EA_ExpHire Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte. Check out recruiting tips from Deloitte recruiters. Benefits At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you. Our people and culture Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Our purpose Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career. As used in this posting, "Deloitte" means Deloitte Services LP, a subsidiary of Deloitte LLP. Please see ************************* for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Requisition code: 320132 Job ID 320132

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Treasury Management Portfolio Manager II manages a defined Treasury Management portfolio of medium to high complexity. Associate will be responsible for collaborating with Treasury Management Officers (TMO), Bankers, and Market leadership to proactively manage existing customers, Treasury Management Implementation (TMI) to oversee facilitation of implementing banking services to existing customers, and work with Management Operations, Product, and/or Pricing to escalate and resolve problems for Commercial customers. Essential Duties and Responsibilities * Fields escalated interactions with existing Treasury Management customers to assist with issues and concerns * Manage treasury portfolio of medium to high complexity * Identify opportunities to deepen existing customer relationships and cross sell TM products * Assists in customer training for new product lines * Clearly understand customer needs and expectations while delivering customer service in a knowledgeable, accurate and professional manner with the ability to deal effectively and tactfully with customers in handling complaints, problems, and general inquiries * Complete work in an efficient and accurate manner. Volume of work produced meets expectations. Plan, organize, and prioritize work to meet deadlines * Foster collaboration with other lines of business by building credibility and trust. * May accompany TMSC and/or TMI on customer calls * Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training. * Performs other duties and responsibilities as assigned. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Skills * Ability to perform tasks quickly and accurately. * Ability to operate in a team environment to accomplish shared goals. * Ability to solve practical problems and interpret a variety of instruction provided in written and/or oral form. * Ability to read and interpret documents such as procedures manuals, general business correspondence and/or journals or government regulations. * Ability to maintain effective interpersonal relationships with management and team members. * Ability to prioritize multiple demands in a high-pressure environment while maintaining professional demeanor * Ability to identify and resolve/escalate problems with minimal guidance Education and/or Experience * Bachelors degree or equivalent work experience * Five plus years of related experience; with at least four years of Treasury Management experience preferred. Computer Skills * MS Office programs Certificates, Licenses, Registrations Other Qualifications (including physical requirements) * Thorough knowledge of treasury management products * Excellent professional verbal and written communication skills * Strong customer service skills * Proficient computer navigation skills using a variety of software packages including Microsoft Office applications Other Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice. Skills Training: * Communication, Customer Service, Bank Products and Services, Telephone Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.

We are seeking an experienced financial professional to lead investment activities in support of the Bank's acquisition of mortgage assets such as whole loans, mortgage-backed securities (MBS) and mortgage servicing rights (MSRs). The position is ideal for self-driven, strategic thinkers who take initiative, who thrive in challenging environments and who are motivated by the opportunity to have a positive impact. More specifically, the senior investment analyst will: Lead recurring valuation processes with minimal oversight. Design and implement valuation processes with high degree of efficiency, accuracy, and reliability. Routinely examine & question assumptions and identify any data issues & valuation errors before they impact analysis or decision-making process. Produce investment recommendations supported by rigorous analysis and industry context. Present and discuss complex assumptions and methodologies with senior executives and peers. Mentor junior analysts in best practices for financial modeling. The work environment is fast-paced and deadline-driven, with the typical work week averaging 45-50 hours. There is heightened activity around bid deadlines that, on occasion, may involve work on weekends. Position Requirements 3+ years of work experience in a related field, including prior experience with asset valuation models, with preference for mortgage industry experience in related capacity. Professional maturity, resilience, and record of accomplishment; ability to manage multiple priorities, drive projects to completion, and deliver under tight timelines. Strong quantitative abilities and proven problem-solving & analytical skills. Expert level Excel skills, including audit discipline with spreadsheet construction. Strong executive communication skills; ability to break down and clearly communicate complex valuation concepts. Bachelor's degree in Finance, Economics, Math, or Accounting with 3.7 GPA. MBA / MS / CFA preferred but not required.

We are: Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise , we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** You are: A manager with deep experience in Digital Asset Management (DAM) to lead client engagements and guide our clients through improving how they store, govern, and activate digital assets. This role blends consulting, project leadership, requirements definition, and hands-on DAM expertise. Responsibilities: Client & Project Leadership + Lead DAM engagements from discovery through implementation and rollout. + Run workshops to understand client challenges, content workflows, and current pain points. + Translate business needs into clear requirements and recommendations. + Present solutions and progress updates to senior stakeholders. + Manage timelines, risks, deliverables, and multi-disciplinary project teams. DAM Strategy & Implementation + Define requirements for metadata, taxonomy, asset types, permissions, and workflows. + Develop content lifecycle processes (ingestion, review, approval, archive). + Build governance guidelines and future-state operating models. + Partner with DAM vendors and internal technical teams during configuration and deployment. + Oversee asset migration planning, mapping, and quality checks. Platform Knowledge + Experience with major DAM platforms: Adobe AEM Assets (preferred), Bynder, Aprimo, Acquia DAM (Widen) + Ability to compare platforms and recommend the best fit is a plus. Taxonomy, Metadata & Governance + Create taxonomy structures aligned to client brands, products, audiences, campaigns, and usage rights. + Develop metadata frameworks and controlled vocabularies. + Set up governance models to ensure long-term consistency and adoption. Integrations & Technical Understanding + Understand how DAM connects with CMS, PIM, CRM, MRM, ecommerce, and creative tools. + Work with architects and developers on integration patterns, APIs, and connectors. + Ensure integrations meet business and workflow needs. AI & Automation (a plus) + Stay current on AI/ML capabilities for auto-tagging and content classification. + Advise clients on when and how to leverage AI for improved search, tagging, and asset management. + Help define tagging confidence thresholds and related governance. Basic Qualifications: + 7+ years experience in Digital Asset Management, content operations, and marketing technology, including: + Strong background in taxonomy, metadata modeling, and governance. + Hands-on experience with one or more of AEM Assets, Bynder, Aprimo, Acquia DAM. Preferred Qualifications: + Proven ability to lead complex projects and facilitate executive-level conversations. + Solid understanding of integrations and content workflows. + Experience with AI-driven tagging or similar technologies is a plus. + Consulting experience preferred. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $266,300 Cleveland $87,400 to $213,000 Colorado $94,400 to $230,000 District of Columbia $100,500 to $245,000 Illinois $87,400 to $230,000 Maryland $94,400 to $230,000 Massachusetts $94,400 to $245,000 Minnesota $94,400 to $230,000 New York/New Jersey $87,400 to $266,300 Washington $100,500 to $245,000 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (******************************************************************************************************************************************** Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.

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

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Manager to join our Business Tax Services practice. Responsibilities: * Oversee client portfolios of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge funds) * Act as the first point of contact for internal and external clients * Manage teams of tax professionals/assistants working on client projects * Assess tax impact on clients of rules and law changes, develop tax arguments to support conclusions and make recommendations to clients * Facilitate risk and financial performance of engagements, including billing, collections, and the budget for projects * Deliver high quality tax services to clients Qualifications: * Minimum five years of recent tax experience in the alternative investment industry * Bachelor's degree from an accredited college/university; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Proficient in the taxation of partnerships and tiered investment fund structures * Excellent verbal and written communication skills with the ability to articulate complex financial information KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $96800 - $187500 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

- Lead Credit Union Advisor I Assist the department Manager in operations and assuring that programs and services are provided in a consistent manner that models a high level of member service and complies with all TTCU policy and pertinent regulatory requirements including, but not limited to, the Bank Secrecy Act. Responsible for building long-term relationships with Members and non-members (Members) in-person, by video transmission via video conferencing or Interactive Teller Machine (ITM), or by phone. Works to understand Members financial needs and address each need by making appropriate product recommendations. Professionally exercises extraordinary service and value by contributing to production and service goal attainment, individually and through departmental team(s), and supports TTCU's Core Mission, Vision, and Values in all work behavior and activities. Supervises: Credit Union Advisors I, II, III, and IV (Dependent upon location) Lead Credit Union Advisor I - All locations excluding: Broken Arrow North, Owasso, Southeast, Tahlequah, Midtown and Video Relations Center Essential Job Functions and Responsibilities 20% - Assist Members and non-members (Members) with loan applications, including gathering information, auditing for completeness, and keeping an open line of communication related to the status of loan application(s), which includes subsequent questions or concerns that may arise. 20% - Open new accounts, including all deposit-related products ensuring all required information is gathered, complete, accurate, and complies with TTCU policies procedures, and auditing guidelines. Perform various transactions for all Members of the credit union. 20% - Assist Branch Manager with duties including, but not limited to, opening and/or closing the branch and working Saturdays on a rotational basis. Assist with performance appraisals, coordinating employee schedules, coaching, mentoring, and training of other CUAs. 10% - Review all account production (shares and loans) on a daily basis to assure that all money handling processes are correct, balanced, and handled in accordance with TTCU policy and comply with pertinent regulatory requirements. Monitor and track cash usage, branch statistics and official sale items to plan for cash flow and to support a high level of Credit Union Advisor (CUA) performance. Assists CUAs in researching and resolving balancing problems to address overage/shortage issues and work to identify and correct causes for outages to ensure that all drawers are in balance. 10% - Approve overrides and answers questions for CUAs and members in order to assure transactions are conducted appropriately and efficiently. Assist in on-the-job training of new CUAs to assist in their rapid learning of the role and the products and services of TTCU. 10% - Balance branch cash nightly from all stations to assure that all cash on hand from all sources (checks, deposits, money orders, traveler's cheques, etc.) is properly accounted for and reported in order for the branch to manage its cash goals. Plan the cash needed for each station and fill cash dispensers/recyclers with cash for the day; sell money to dispensers/recyclers, CUAs and Automated Teller Machine (ATM) during the day buying/selling cash to/from vault and tracking Branch cash on hand daily. 5% - Contribute to the achievement of cross-sell goals by building trusting relationships with Members and fellow employees, staying informed on current products, services, and promotions, and by utilizing Keystone to help determine Member needs and refer appropriate services. 5% - Building caring, and engaging relationships by earning the trust of TTCU Members. Provide accurate, thorough answers to questions by utilizing various resources including handouts, peers, and supervisors. Provide technical support, and guidance by utilizing technological advancements and demonstrating how it can contribute to their overall financial well-being. Assist members by providing expert-level knowledge, specifically related to questions on IRA, Trust, and life stages (specialty services) products, and/or services that TTCU offers. Minimum Qualifications Educational Requirements High School Diploma or GED required. Bachelor's degree in business, finance, or other related discipline required. Certificates/Licenses Must have and maintain a valid driver's license. Must have a clean driving record; an annual MVR may be pulled to ensure compliance. Ability to become a notary public. Ability to qualify and maintain Oklahoma Resident Limited Producer License (NMLS). Pass Branch Operations Credit Union Advisor III Exam (80% or higher). Pass Branch Operations Credit Union Specialty Services Exam (80% or higher). * External applicants or applicants outside of Branch Operations must, within twelve (12) months of hire: * Complete and pass TTCU's Teller Training Program. * Complete and pass TTCU's Credit Union Advisor Training Program. * Obtain CUNA Certified Financial Counselor Certification (FiCEP). * Pass Branch Operations Credit Union Advisor III Exam (80% or higher). * Pass Branch Operations Credit Union Specialty Services Exam (80% or higher). Experience Customer service experience in banking, retail, or other related field: 6-8 Years, Advanced. Bilingual Skills in Spanish or another language preferred. Position Competencies 17% - Collaborates: Is an effective team player who adds complementary skills and contributes valuable ideas, opinions, and feedback; communities in an open and candid manner and can be counted upon to fulfill any commitments made to others on the team. 17% - Effective Communication: Utilizes a variety of communication modalities effectively and appropriately across multiple channels. 17% - Functional Expertise: Possesses a sufficient level of technical and professional skill or knowledge in position related areas: keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities. 17% - Member Focus: Builds and maintains collaborative relationships with internal and external members which result in member satisfaction with both the process and outcome. 16% -Decision Making: Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment; most solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions. 16% - Manage Complexity: Gathers and analyzes diverse sources of data; separates what is relevant from what is not; determines root causes; defines situations accurately before determining problems and formulating approaches to solutions; is able to accomplish complex tasks with minimal guidance or instruction. Additional Requirements Job Knowledge * Ability to learn credit union products and services to appropriately assess member needs, provide applicable solutions/recommendations, and build caring relationships to optimize cross sell opportunities to new and existing members. * Ability to complete multiple and varying member requests in a timely fashion. * Focused on learning to expand the member relationship with emphasis on creating new relationships and expanding existing relationships, utilizing an array of reports and by building rapport with members. * Ability to learn proprietary computer software such as Keystone, OnBase, KeyInsight, Concur and Genesys. * Intermediate knowledge in the use of PC, Tablets, Mobile applications, Internet navigation and with Microsoft Office applications (Work, Excel, PowerPoint, SharePoint, Teams, and Outlook) * Follow policies and procedures; support organizations goals and values; and demonstrated dependability through good attendance and adherence to timeliness and schedules. Interpersonal Skills * Strong interpersonal and member service skills, including the ability to maintain composure under pressure while interacting with others face-to-face, by telephone or video and through other communication modalities using active listening skills, developing rapport, and responding with empathy. * Advanced written and verbal communication skills are required to effectively interact with members regarding financial transactional support or service, which may involve problem resolution and offer educational information regarding products and services. * Strong attention to detail and the ability to maintain confidentiality of all Member and non-member information and data. This includes membership of employees, family, friends, and acquaintances. * Ability to create an atmosphere which promotes TTCU's Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic, and professional demeanor while providing extraordinary service to members and fostering teamwork among employees. Working Conditions Routinely perform work indoors in climate controlled shared work area with a moderate level of noise. Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform intermediate mathematical calculation with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside the organization and demonstrate the highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

The Risk Manager Works with hospital Leadership, the Board of Trustees and the Health Support Center in administering the Risk Management program on a day-to-day basis, including managing and analyzing risk management data, facilitation system analysis to promote and improve patient safety, conducting and facilitating risk management educational programs based on availability and identified needs and compliance with The Joint Commission's standards relating to risk management and patient safety. Additional duties include: Abstracting charts for core measures, assisting in coordination of internal mock surveys and serving as a resource to departments in complying with Joint Commission standards. Coordinates and develops hospital-wide programs for quality patient care and risk-free services. Acts as the liaison to attorneys, insurance companies, and individuals. Investigates any incidences that may result in an asset loss. Reporting Structure - This position reports to the Chief Quality Officer (CQO) Qualifications BSN Risk Certification preferred 3-5 years Risk Management experience in acute care hospital setting. Familiar with a variety of the field's concepts, practices, and procedures. Additional Information Compensation/Benefits Market aggressive salary Excellent benefits package Relocation assistance We look forward to receiving your application! All your information will be kept confidential according to EEO guidelines.

We are a leading manufacturer of custom designed metal building systems for commercial, industrial, institutional and agricultural use. The end result for our customer is a building solution that meets and exceeds their expectations, from start to finish. Equal Opportunity Employer - Minorities/Women/Veterans/Disabled. Responsibilities: This position is responsible for managing credit risk within a high volume, project specific commercial credit environment. Working under the direction of the Senior Credit Manager, the selected candidate will assist with all departmental credit and collection activity. To perform this job successfully, the candidate must have a working knowledge of commercial credit and collections concepts preferably in a construction environment. In addition, the successful candidate must be able to initiate, maintain and grow professional relationships with external and internal customers while working in a team environment with other credit department personnel, accounting, sales and operations management. • Manage risk within assigned authority and in accordance with established corporate credit policy • Review and evaluate new accounts for credit worthiness and establishment of credit terms • Review and evaluate specific jobs outside established credit terms for perfecting security interests and coordination of such • Review and evaluate specific jobs outside established credit terms for releasing to processing departments, fabrication, shipping, etc. as appropriate • Communicate credit requirements, credit decisions, credit terms, scheduling issues with appropriate internal and external customers • Manage and drive collection activities in accordance with established policies and procedures. • Make recommendations for legal or third party collection action as appropriate • Promote professional harmonious relationships with customers, sales force and management • Provide direction and supervision of credit coordinators and collections specialist as required Qualifications Does this describe you? Qualifications: Previous experience working in a commercial credit environment (no consumer credit) • Ability to develop and maintain positive relationships with external and internal customers • Excellent communication (verbal and written) and customer service skills • Ability to professionally communicate credit requirements and/or credit decisions • Ability to assess risk and make balanced credit risk / sales decisions within guidelines • Ability to work independently, managing multiple tasks simultaneously • Excellent time management skills - adept at working with urgency and meeting deadlines as required • Proficient user in MS Office suite of products • Ability to follow up with exacting detail • Strong analytical, problem solving and presentation skills Preferences • Experience working in a multi-state commercial credit environment in the construction industry • Bachelor's Degree in Accounting, Finance, Business or a related field of study • Familiarity with construction lien/bond requirements and regulations • Familiarity working with ERP systems and adaptability to a variety of software This position is responsible for managing credit risk within a high volume, project specific commercial credit environment. Working under the direction of the Senior Credit Manager, the selected candidate will assist with all departmental credit and collection activity. To perform this job successfully, the candidate must have a working knowledge of commercial credit and collections concepts preferably in a construction environment. In addition, the successful candidate must be able to initiate, maintain and grow professional relationships with external and internal customers while working in a team environment with other credit department personnel, accounting, sales and operations management. •Manage risk within assigned authority and in accordance with established corporate credit policy •Review and evaluate new accounts for credit worthiness and establishment of credit terms •Review and evaluate specific jobs outside established credit terms for perfecting security interests and coordination of such •Review and evaluate specific jobs outside established credit terms for releasing to processing departments, fabrication, shipping, etc. as appropriate •Communicate credit requirements, credit decisions, credit terms, scheduling issues with appropriate internal and external customers •Manage and drive collection activities in accordance with established policies and procedures. •Make recommendations for legal or third party collection action as appropriate •Promote professional harmonious relationships with customers, sales force and management •Provide direction and supervision of credit coordinators and collections specialist as required Previous experience working in a commercial credit environment (no consumer credit) •Ability to develop and maintain positive relationships with external and internal customers •Excellent communication (verbal and written) and customer service skills •Ability to professionally communicate credit requirements and/or credit decisions •Ability to assess risk and make balanced credit risk / sales decisions within guidelines •Ability to work independently, managing multiple tasks simultaneously •Excellent time management skills - adept at working with urgency and meeting deadlines as required •Proficient user in MS Office suite of products •Ability to follow up with exacting detail •Strong analytical, problem solving and presentation skills Preferences •Experience working in a multi-state commercial credit environment in the construction industry •Bachelor's Degree in Accounting, Finance, Business or a related field of study •Familiarity with construction lien/bond requirements and regulations •Familiarity working with ERP systems and adaptability to a variety of software Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc

- Lead Credit Union Advisor I Assist the department Manager in operations and assuring that programs and services are provided in a consistent manner that models a high level of member service and complies with all TTCU policy and pertinent regulatory requirements including, but not limited to, the Bank Secrecy Act. Responsible for building long-term relationships with Members and non-members (Members) in-person, by video transmission via video conferencing or Interactive Teller Machine (ITM), or by phone. Works to understand Members financial needs and address each need by making appropriate product recommendations. Professionally exercises extraordinary service and value by contributing to production and service goal attainment, individually and through departmental team(s), and supports TTCU's Core Mission, Vision, and Values in all work behavior and activities. Supervises: Credit Union Advisors I, II, III, and IV (Dependent upon location) Lead Credit Union Advisor I - All locations excluding: Broken Arrow North, Owasso, Southeast, Tahlequah, Midtown and Video Relations Center Essential Job Functions and Responsibilities 20% - Assist Members and non-members (Members) with loan applications, including gathering information, auditing for completeness, and keeping an open line of communication related to the status of loan application(s), which includes subsequent questions or concerns that may arise. 20% - Open new accounts, including all deposit-related products ensuring all required information is gathered, complete, accurate, and complies with TTCU policies procedures, and auditing guidelines. Perform various transactions for all Members of the credit union. 20% - Assist Branch Manager with duties including, but not limited to, opening and/or closing the branch and working Saturdays on a rotational basis. Assist with performance appraisals, coordinating employee schedules, coaching, mentoring, and training of other CUAs. 10% - Review all account production (shares and loans) on a daily basis to assure that all money handling processes are correct, balanced, and handled in accordance with TTCU policy and comply with pertinent regulatory requirements. Monitor and track cash usage, branch statistics and official sale items to plan for cash flow and to support a high level of Credit Union Advisor (CUA) performance. Assists CUAs in researching and resolving balancing problems to address overage/shortage issues and work to identify and correct causes for outages to ensure that all drawers are in balance. 10% - Approve overrides and answers questions for CUAs and members in order to assure transactions are conducted appropriately and efficiently. Assist in on-the-job training of new CUAs to assist in their rapid learning of the role and the products and services of TTCU. 10% - Balance branch cash nightly from all stations to assure that all cash on hand from all sources (checks, deposits, money orders, traveler's cheques, etc.) is properly accounted for and reported in order for the branch to manage its cash goals. Plan the cash needed for each station and fill cash dispensers/recyclers with cash for the day; sell money to dispensers/recyclers, CUAs and Automated Teller Machine (ATM) during the day buying/selling cash to/from vault and tracking Branch cash on hand daily. 5% - Contribute to the achievement of cross-sell goals by building trusting relationships with Members and fellow employees, staying informed on current products, services, and promotions, and by utilizing Keystone to help determine Member needs and refer appropriate services. 5% - Building caring, and engaging relationships by earning the trust of TTCU Members. Provide accurate, thorough answers to questions by utilizing various resources including handouts, peers, and supervisors. Provide technical support, and guidance by utilizing technological advancements and demonstrating how it can contribute to their overall financial well-being. Assist members by providing expert-level knowledge, specifically related to questions on IRA, Trust, and life stages (specialty services) products, and/or services that TTCU offers. Minimum Qualifications Educational Requirements High School Diploma or GED required. Bachelor's degree in business, finance, or other related discipline required. Certificates/Licenses Must have and maintain a valid driver's license. Must have a clean driving record; an annual MVR may be pulled to ensure compliance. Ability to become a notary public. Ability to qualify and maintain Oklahoma Resident Limited Producer License (NMLS). Pass Branch Operations Credit Union Advisor III Exam (80% or higher). Pass Branch Operations Credit Union Specialty Services Exam (80% or higher). *External applicants or applicants outside of Branch Operations must, within twelve (12) months of hire: - Complete and pass TTCU's Teller Training Program. - Complete and pass TTCU's Credit Union Advisor Training Program. - Obtain CUNA Certified Financial Counselor Certification (FiCEP). - Pass Branch Operations Credit Union Advisor III Exam (80% or higher). - Pass Branch Operations Credit Union Specialty Services Exam (80% or higher). Experience Customer service experience in banking, retail, or other related field: 6-8 Years, Advanced. Bilingual Skills in Spanish or another language preferred. Position Competencies 17% - Collaborates: Is an effective team player who adds complementary skills and contributes valuable ideas, opinions, and feedback; communities in an open and candid manner and can be counted upon to fulfill any commitments made to others on the team. 17% - Effective Communication: Utilizes a variety of communication modalities effectively and appropriately across multiple channels. 17% - Functional Expertise: Possesses a sufficient level of technical and professional skill or knowledge in position related areas: keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities. 17% - Member Focus: Builds and maintains collaborative relationships with internal and external members which result in member satisfaction with both the process and outcome. 16% -Decision Making: Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment; most solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions. 16% - Manage Complexity: Gathers and analyzes diverse sources of data; separates what is relevant from what is not; determines root causes; defines situations accurately before determining problems and formulating approaches to solutions; is able to accomplish complex tasks with minimal guidance or instruction. Additional Requirements Job Knowledge Ability to learn credit union products and services to appropriately assess member needs, provide applicable solutions/recommendations, and build caring relationships to optimize cross sell opportunities to new and existing members. Ability to complete multiple and varying member requests in a timely fashion. Focused on learning to expand the member relationship with emphasis on creating new relationships and expanding existing relationships, utilizing an array of reports and by building rapport with members. Ability to learn proprietary computer software such as Keystone, OnBase, KeyInsight, Concur and Genesys. Intermediate knowledge in the use of PC, Tablets, Mobile applications, Internet navigation and with Microsoft Office applications (Work, Excel, PowerPoint, SharePoint, Teams, and Outlook) Follow policies and procedures; support organizations goals and values; and demonstrated dependability through good attendance and adherence to timeliness and schedules. Interpersonal Skills Strong interpersonal and member service skills, including the ability to maintain composure under pressure while interacting with others face-to-face, by telephone or video and through other communication modalities using active listening skills, developing rapport, and responding with empathy. Advanced written and verbal communication skills are required to effectively interact with members regarding financial transactional support or service, which may involve problem resolution and offer educational information regarding products and services. Strong attention to detail and the ability to maintain confidentiality of all Member and non-member information and data. This includes membership of employees, family, friends, and acquaintances. Ability to create an atmosphere which promotes TTCU's Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic, and professional demeanor while providing extraordinary service to members and fostering teamwork among employees. Working Conditions Routinely perform work indoors in climate controlled shared work area with a moderate level of noise. Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform intermediate mathematical calculation with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside the organization and demonstrate the highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Job Posting Title OKPOP Collections Manager Agency 350 HISTORICAL SOCIETY Supervisory Organization Historical Society-OKPOP Job Posting End Date Refer to the date listed at the top of this posting, if available. Continuous if date is blank. Note: Applications will be accepted until 11:59 PM on the day prior to the posting end date above. Estimated Appointment End Date (Continuous if Blank) Full/Part-Time Full time Job Type Regular Compensation $50,000.00 a year plus benefits Job Description Position Summary The Collections Manager is responsible for the day-to-day care, documentation, movement, and access of OKPOP's collections-3D objects, archives, photos, AV/born-digital media, and artworks representing Oklahoma's impact on popular culture. Reporting to the Curator of Pop Culture, this role ensures professional standards in registration and preventive conservation while supporting the Storytelling department's needs for exhibitions, education, and media production. Key Responsibilities Collection Care & Registration * Accession, catalog, and update records in the collections management system (e.g., Argus); maintain accurate metadata, provenance, location control, and credit lines. * Perform intake/outgoing processes, condition reporting, barcoding, object numbering, and movement logs. * Implement preventive conservation: proper handling, storage, housing, environmental monitoring, IPM, rotation schedules, and object preparation for display. * Maintain orderly, safe, and well-documented storage areas; conduct regular inventories. Loans, Acquisitions & Documentation * Process deeds of gift, loan agreements, and related paperwork; coordinate with donors, lenders, artists/estates, and studios. * Arrange packing/shipping/insurance with approved vendors; serve as courier when required. * Track rights and restrictions; document permissions for photography, digitization, and reuse. Digitization, DAM & Access * Prioritize and execute digitization projects; apply file-naming, metadata, and backup standards. * Coordinate with Digital/Media teams to ingest assets to DAM (e.g., Starchive) and fulfill internal requests while safeguarding preservation and rights. * Support researcher and staff access to collections materials per policy. Exhibition, Education & Production Support * Work with Exhibits to vet object feasibility, mounts, and environmental needs; prepare items for installation and rotations. * Provide accurate object data, images, and rights status for labels, curricula, and media pieces. * Pull, stage, and rehouse objects for education or production needs with appropriate supervision and handling. Administration & Reporting * Maintain up-to-date policies, procedures, and checklists; generate routine reports (accessions, loans, inventories, digitization progress). * Participate in emergency preparedness and collections risk-mitigation activities. * Train and coordinate volunteers or interns on basic collections tasks as needed. Minimum Qualifications * Bachelor's degree in History, Museum Studies, Library/Information Science, Art History, or a closely related field or equivalent combination of education and relevant experience. * Demonstrated experience with object handling, registration/cataloging, and preventive conservation in a museum or archive setting. * Working knowledge of collections documentation standards, storage materials, and exhibition prep. * Clear, professional communication; strong attention to detail; ability to manage multiple tasks and deadlines. Preferred Qualifications * Familiarity with Argus (or other CMS) and a Digital Asset Management workflow (e.g., Starchive). * Experience processing loans with private collectors, artists/estates, or studios (media, props/costumes, music archives). * Basic mount/housing skills or experience coordinating with fabricators/conservators. * Knowledge of copyright/permissions and community-informed, ethical practice. Work Environment & Schedule Primarily on-site at OKPOP in Tulsa with occasional off-site pickups or courier trips. Some evening/weekend work during installations, openings, or special programs. Education and Experience * Bachelor's degree in History, Museum Studies, Library/Information Science, Art History, or a closely related field or equivalent combination of education and relevant experience. Knowledge, Skills, Abilities and Competencies Knowledge, Skills and Abilities required at this level include knowledge of the preparation of informational material; of Oklahoma history; of principles of living history; of appropriate costuming styles. Ability is required to train; to establish and maintain working relationships with others; to communicate effectively both orally and in writing; and to perform historical research. Equal Opportunity Employment The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability. Current active State of Oklahoma employees must apply for open positions internally through the Workday Jobs Hub. If you are needing any extra assistance or have any questions relating to a job you have applied for, please click the link below and find the agency for which you applied for additional information: Agency Contact

Areas of Interest: Commercial Banking, Health Care Pay Transparency Salary Range: $110,000 - $140,000 Application Deadline: 01/05/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Formula Based Summary You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Portfolio Manager III. You'll be positioned for a great career! The Portfolio Manager III partners with the Relationship Manager in supporting the growth and management of the loan portfolio. Job Description The Portfolio Manager III partners with the Relationship Manager in supporting the growth and management of the loan portfolio. This role provides ongoing asset management of a credit portfolio and conducts regularly scheduled reviews of overall asset quality, with a focus on evaluating performance against original underwriting expectations. These reviews evaluate information including borrower/sponsor historical financial statements, changes in the macroeconomic / reimbursement environment, pro forma statements, planned capex, stress testing, and overall analysis of the credit condition of the borrower/sponsor. Acting autonomously, the principal functions of the Portfolio Manager III are to (1) continuously monitor and assess the credit profiles of the customers in her/his assigned portfolio; (2) help manage customer relationships by providing exceptional service; (3) assist with routine issues such as monthly / quarterly reporting requirements, overdrafts, wires, new account openings, etc.; (4) ensure that renewals, extensions and annual reviews are completed in a timely manner; (5) seek ways to enhance customer profitability by looking for cross-sell opportunities; and 6) identifying referral opportunities from current customers and centers of influence. Team Culture We act with honor and truthfulness. Our foundation of integrity builds coworker trust, relationships, and effective interpersonal relationships. We live our company values every day. How You'll Spend Your Time * You will prepare complex financial underwriting on transactions involving critical client accounts that significantly affect profits of Lines of Business (LOB's) across the hospital and health system lending spectrum. Typical transaction size ranges from $10 Million to $50 Million. Analysis is conducted independently, and recommendations are made to Relationship and/or Department Managers regarding final structure and pricing. * You will establish and maintain favorable relationships with current and prospective clients. Manage moderately large relationships (credits, deposits, and fee-based products/services) that require more complex analysis. Make recommendations as to whether an extension/modification is deemed appropriate, as well as negotiate the terms and conditions of the proposed extension or modification terms. Actively participates in customer meetings to further the relationship and expand business opportunities. * You will assume responsibility for recognizing/documenting all policy exceptions; interact with clients/prospects to gather key information for credit analysis, including questions relating to the preparation of financials and gaining an understanding of business models. * You will participate in joint calling on credit customers/prospects, interact with clients frequently and in a manner that fosters the development of solid relationships; assist in the development of new credit business through calling with Relationship Managers on existing or prospective clients to gather key information for proper credit analysis. * With an advanced understanding of the healthcare line of business, you will analyze clients' needs; assess the client's financial position and credit worthiness to ensure loans meet credit and financial requirements for lending quality and compliance as determined by the Bank's Credit Policy. * You will review all legal documents for accuracy and potential changes, prepare amendments as needed. Independently negotiate documents with Borrower and/or Borrower's counsel, when necessary. * You will autonomously, report on the overall portfolio, including and not limited to, assessing asset quality, stress testing, industry and market analysis, competitive analysis, asset allocation, reserves and non-performing loan analysis. * You will ensure accuracy of information, data, and documentation for all portfolio accounts. Maintain loan reporting, including: past dues, documentation and collateral exceptions, financial performance updates, asset quality reports, portfolio profitability, etc. * You will effectively present proposed credit actions in written analysis document and as necessary, verbally to Senior Credit Officers. * You will act as a mentor to Credit Specialists and more junior Portfolio Managers. * May perform other duties as assigned. Education & Experience Requirements The required level of knowledge is normally acquired through completion of a Bachelor's degree and 8+ years of Credit Analysis/Credit products underwriter experience; or 15+ years of equivalent work related experience. * Comprehensive accounting & cash flow knowledge, with demonstrated knowledge of intermediate accounting theory including the difference between GAAP and income-tax based statements, cash and accrual accounting, consolidation and elimination principals * Succinctly identify the drivers and/or potential threats to cash flow and structuring in order to mitigate that risk, if possible * Solid working knowledge of rules, regulations and documentation * Clearly communicate and convey information and ideas through a variety of channels * Leverage a network of relationships with clients, Relationship Managers, and peers for support in achieving both the individual and organizational goals * Strong knowledge and understanding of credit principles, lending functions, loan analysis, and application of general credit policies * Excellent organizational skills and meticulous work habits * Solid critical review skills focused on errors and incorrect conclusions * Ability to complete assignments quickly and efficiently with minimal direction * Proactive communication skills (internally with colleagues and senior personnel and externally) * Good conflict management skills * Possess the courage and confidence to have difficult conversations or voice differing opinions (both internally and externally) * Ability to work efficiently under limited timeframes * Strong knowledge of loan documentation, loan policy and regulations * Excellent knowledge of the Loan Grading Process * Excellent oral and written communications skills * Advanced PC and spreadsheet software skill Advertising Source BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.

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

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG is currently seeking a Tax Manager or Senior Manager to join our Business Tax Services practice. Responsibilities: * Provide tax compliance and advisory services to pass-through entities and partnerships for a variety of Asset Management clients * Work as part of a multi-disciplinary team helping to provide industry knowledge and experiences * Oversee a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients * Manage teams of tax professionals and assistants working on client projects * Advise clients and be accountable for delivering high quality tax service and advice * Participate in and contribute to market and business activities external to the firm Additional responsibilities for Senior Manager: * Manage risk and financial performance of engagements including billing, collections, and project budgets * Team with other professionals to identify new marketplace opportunities and grow the KPMG tax practice Qualifications: * Minimum five years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list * Prior experience with pass-through entities and partnerships * Experience managing multiple client engagements and client service teams Additional qualifications for Senior Manager: * Minimum eight years of recent pass-through and partnership tax experience in an accounting firm, corporation, and/or law firm * Experience mentoring and counseling staff level team members KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: *********************************************************************** California Salary Range: $135700 - $273400 KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Oklahoma City - OKC Exp 5-7 yrs Deg Bachelors Bonus Travel Occasional Job Description We are a leading manufacturer of custom designed metal building systems for commercial, industrial, institutional and agricultural use. The end result for our customer is a building solution that meets and exceeds their expectations, from start to finish. Equal Opportunity Employer - Minorities/Women/Veterans/Disabled. Responsibilities: This position is responsible for managing credit risk within a high volume, project specific commercial credit environment. Working under the direction of the Senior Credit Manager, the selected candidate will assist with all departmental credit and collection activity. To perform this job successfully, the candidate must have a working knowledge of commercial credit and collections concepts preferably in a construction environment. In addition, the successful candidate must be able to initiate, maintain and grow professional relationships with external and internal customers while working in a team environment with other credit department personnel, accounting, sales and operations management. • Manage risk within assigned authority and in accordance with established corporate credit policy • Review and evaluate new accounts for credit worthiness and establishment of credit terms • Review and evaluate specific jobs outside established credit terms for perfecting security interests and coordination of such • Review and evaluate specific jobs outside established credit terms for releasing to processing departments, fabrication, shipping, etc. as appropriate • Communicate credit requirements, credit decisions, credit terms, scheduling issues with appropriate internal and external customers • Manage and drive collection activities in accordance with established policies and procedures. • Make recommendations for legal or third party collection action as appropriate • Promote professional harmonious relationships with customers, sales force and management • Provide direction and supervision of credit coordinators and collections specialist as required Qualifications Does this describe you? Qualifications: Previous experience working in a commercial credit environment (no consumer credit) • Ability to develop and maintain positive relationships with external and internal customers • Excellent communication (verbal and written) and customer service skills • Ability to professionally communicate credit requirements and/or credit decisions • Ability to assess risk and make balanced credit risk / sales decisions within guidelines • Ability to work independently, managing multiple tasks simultaneously • Excellent time management skills - adept at working with urgency and meeting deadlines as required • Proficient user in MS Office suite of products • Ability to follow up with exacting detail • Strong analytical, problem solving and presentation skills Preferences • Experience working in a multi-state commercial credit environment in the construction industry • Bachelor's Degree in Accounting, Finance, Business or a related field of study • Familiarity with construction lien/bond requirements and regulations • Familiarity working with ERP systems and adaptability to a variety of software This position is responsible for managing credit risk within a high volume, project specific commercial credit environment. Working under the direction of the Senior Credit Manager, the selected candidate will assist with all departmental credit and collection activity. To perform this job successfully, the candidate must have a working knowledge of commercial credit and collections concepts preferably in a construction environment. In addition, the successful candidate must be able to initiate, maintain and grow professional relationships with external and internal customers while working in a team environment with other credit department personnel, accounting, sales and operations management. •Manage risk within assigned authority and in accordance with established corporate credit policy •Review and evaluate new accounts for credit worthiness and establishment of credit terms •Review and evaluate specific jobs outside established credit terms for perfecting security interests and coordination of such •Review and evaluate specific jobs outside established credit terms for releasing to processing departments, fabrication, shipping, etc. as appropriate •Communicate credit requirements, credit decisions, credit terms, scheduling issues with appropriate internal and external customers •Manage and drive collection activities in accordance with established policies and procedures. •Make recommendations for legal or third party collection action as appropriate •Promote professional harmonious relationships with customers, sales force and management •Provide direction and supervision of credit coordinators and collections specialist as required Previous experience working in a commercial credit environment (no consumer credit) •Ability to develop and maintain positive relationships with external and internal customers •Excellent communication (verbal and written) and customer service skills •Ability to professionally communicate credit requirements and/or credit decisions •Ability to assess risk and make balanced credit risk / sales decisions within guidelines •Ability to work independently, managing multiple tasks simultaneously •Excellent time management skills - adept at working with urgency and meeting deadlines as required •Proficient user in MS Office suite of products •Ability to follow up with exacting detail •Strong analytical, problem solving and presentation skills Preferences •Experience working in a multi-state commercial credit environment in the construction industry •Bachelor's Degree in Accounting, Finance, Business or a related field of study •Familiarity with construction lien/bond requirements and regulations •Familiarity working with ERP systems and adaptability to a variety of software Additional Information All your information will be kept confidential according to EEO guidelines. Direct Staffing Inc

Areas of Interest: Investment Management; Portfolio Management; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Formula Based Summary We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. Job Description The SIA Portfolio Manager I is primarily responsible for manager research and due diligence on the fixed income managers used across all discretionary accounts within Wealth Management and the implementation of the multi-asset strategies developed by Strategic Investment Advisors (SIA). The broad responsibilities of SIA include institutional consulting/investing, management of proprietary fund of funds and asset allocation strategies, due diligence of traditional investment options, as well as developing and delivering product and market information to the Wealth Management Division. Team Culture A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. Grow your capabilities by actively participating in opportunities to expand your knowledge, influence others, and develop your interpersonal skills. How You'll Spend Your Time * You will conduct fixed income manager research and provide recommendations for proprietary wealth portfolios, trusts and to maximize risk-adjusted returns. * You will conduct investment manager research, selection and oversight for the following: evaluation, selection and monitoring investment managers, and write-ups on recommendations. * You will participate in manager research meetings to understand/validate underlying fund's investment strategy, positioning and key characteristics. * You will meet with and evaluate prospective investment managers for potential inclusion on Select List, partner with 3rd party research providers for relevant investment ideas and trends to be shared with the broader investment team. * You will contribute to the communication of investment managers and provide investment perspectives. Education & Experience Requirements This level of knowledge is normally acquired through the completion of a Bachelor's Degree in Finance, Economics, Mathematics or other business related areas with strong quantitative and analytical course content and 2+ years related investment experience or 6+ years equivalent experience in the finance industry. Other industry accreditations such as CFA charter membership are also encouraged. Working Conditions & Physical Requirements Office BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.