Client Implementation & Service, SA
Service delivery coordinator job at State Street
Who we are looking for
Responsible for Corporate Action Instruction processing. Will need to manage high risk processes that span international markets. Focus will mainly be around voluntary corporate action activity and could include complexities such as securities finance, middle office, and international custody. Ideal candidate has experience within the corporate action field and is able to utilize internal SSB and external relationships to troubleshoot instruction related issues.
Why this role is important to us
The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
As an Senior Associate
Risk management within corporate actions operations
Training of staff around corporate actions complexities as SME
Streamlining of processes
Meeting of Corporate Obligations
Project work, inclusive of Robotics/Automation
Daily escalation resolution
What we value
These skills will help you succeed in this role
strong critical thinking, problem solving, and decision-making skills
ability to manage team members across multiple sites
prioritize potential issues and escalate
subject matter expert within the corporate action space
Education & Preferred Qualifications
B.S. degree in accounting or Finance preferred
Minimum 3 years of Middle Office and/or Front Office support experience.
Corporate Action mechanics understanding preferred
Knowledge of securities language preferred
Experience around custody/accounting systems preferred
Strong written and verbal communication ability
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:
$52,000 - $84,760 Annual
The range quoted above applies to the role in the location specified. If the candidate would ultimately work outside of the location above, the applicable range could differ.
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Auto-ApplyField Service Coordinator
San Francisco, CA jobs
Bring more to life.
Are you ready to accelerate your potential and make a real difference within life sciences, diagnostics and biotechnology?
At Beckman Coulter Diagnostics, one of Danaher's 15+ operating companies, our work saves lives-and we're all united by a shared commitment to innovate for tangible impact.
You'll thrive in a culture of belonging where you and your unique viewpoint matter. And by harnessing Danaher's system of continuous improvement, you help turn ideas into impact - innovating at the speed of life.
As a global leader in clinical diagnostics, Beckman Coulter Diagnostics has challenged convention to elevate the diagnostic laboratory's role in improving patient health for more than 90 years. Our diagnostic solutions are used in routine and complex clinical testing, and are used in hospitals, reference and research laboratories, and physician offices around the world. Every hour around the world, more than one million tests are run on Beckman Coulter Diagnostics systems, impacting 1.2 billion patients and more than three million clinicians per year. From uncovering the next clinical breakthrough, to rapid and reliable sample analysis, to more rigorous decision making-we are enabling clinicians to deliver the best possible care to their patients with improved efficiency, clinical confidence, adaptive collaboration, and accelerated intelligence.
Learn about the Danaher Business System which makes everything possible.
The Field Service Coordinator for Beckman Coulter Diagnostics is responsible for support of the Service Organization and Beckman Coulter Customers.
This position is part of the Service Organization and will be fully Remote. At Beckman Coulter, our vision is to relentlessly reimagine healthcare, one diagnosis at a time. You will be a part of the Service Organization and report to the Field Service Supervisor responsible ensuring that critical equipment in hospitals, doctor's offices, reference laboratories, and research institutes across the country are serviced and maintained in an efficient manner. If you thrive in a fast-paced role and want to work to build a world-class organization-read on.
In this role, you will have the opportunity to:
Order parts and expediting orders required for the field service engineers and applications specialists and use Service Max / Oracle to retrieve customer and other installed base information, inventory availability, part order status, all work order updates, and to make changes as required. Sense of urgency.
Collaborate with the field service teams to drive revenue growth by verifying and collecting purchase orders as well as identifying revenue generating opportunities and assist with the closure of service jobs as needed to invoice customers timely
Dispatch of engineers for repair of equipment and preventive maintenance
The essential requirements of the job include:
High School Diploma or GED with at least 2 years of experience in a Coordination/Dispatching environment or related customer service experience
Proficient using Microsoft Excel, Outlook, Microsoft Teams (effectively communicating, prioritizing tasks, setting deadlines, and meeting goals independently in a remote environment using email, chat, and video conferencing)
At least 2 years managing daily service schedules to ensure timely execution and delivery and assign tasks based on priorities, skill sets, and availability
It would be a plus if you also possess previous experience in:
Knowledge of Oracle/Service Max/SmartSheets or similar SMS
Associate's or Bachelor's Degree
Beckman Coulter Diagnostics, a Danaher operating company, offers a broad array of comprehensive, competitive benefit programs that add value to our lives. Whether it's a health care program or paid time off, our programs contribute to life beyond the job. Check out our benefits at Danaher Benefits Info.
At Beckman Coulter Diagnostics we believe in designing a better, more sustainable workforce. We recognize the benefits of flexible, remote working arrangements for eligible roles and are committed to providing enriching careers, no matter the work arrangement. This position is eligible for a remote work arrangement in which you can work remotely from your home. Additional information about this remote work arrangement will be provided by your interview team. Explore the flexibility and challenge that working for Beckman Coulter Diagnostics can provide.
The hourly range for this role is $24.00 - $28.00. This is the range that we in good faith believe is the range of possible compensation for this role at the time of this posting. This range may be modified in the future.
This job is also eligible for bonus/incentive pay.
We offer comprehensive package of benefits including paid time off, medical/dental/vision insurance and 401(k) to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Join our winning team today. Together, we'll accelerate the real-life impact of tomorrow's science and technology. We partner with customers across the globe to help them solve their most complex challenges, architecting solutions that bring the power of science to life.
For more information, visit ****************
Danaher Corporation and all Danaher Companies are committed to equal opportunity regardless of race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law.
The U.S. EEO posters are available here.
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact:************** or applyassistance@danaher.com.
Auto-ApplyTraining and Project Coordinator
Irving, TX jobs
Looking for a professional with a diverse skill-set that's eager to learn and team with the Berkshire Hathaway Automotive Professional Development Team as the Training and Project Coordinator.
This well-rounded individual will play a multitude of roles, including Event and Meeting Planner, Training Coordinator, Reporting Specialist, and Learning Management System (LMS) Administrator.
Benefits:
Paid training and development
A Berkshire Hathaway Company
Career growth opportunities
Medical, dental, and vision coverage
Paid vacation and holidays
401(k) with company match
Learning Management System Administrator Responsibilities:
Become a subject matter expert on our Learning Management System, keeping informed of system features and updates and recommending changes as applicable to improve the user experience
Provide LMS administration and functional support to include user enrollments, granting access and modifying user permissions, assigning activities, training LMS users and key management, ongoing system improvements, coordinating resolution of system issues, and assisting learners with troubleshooting issues
Create and distribute LMS reporting to provide visibility to adoption, completion status, and effectiveness of training solutions delivered, including the development of success metrics
Manage all learning content in the LMS including but not limited to; creating and uploading courses and assignments, monitoring certifications, being responsible for course change management, managing users, and designing menus and pages
Work with internal Regional Leadership and Trainers to assist with online course creation, publication, and delivery
Make recommendations for future improvements to content management, workflow processes, and user experience.
Assist with major organizational LMS learning roll-outs and projects
Provide timely and customer-centric support for technical related inquiries, including password resets
Serve as point of escalation for support issues, which may include interaction with LMS vendor and other vendor support services
Training & Event Coordinator Responsibilities:
Coordinate training and events, prepare training logistics, coordinate preparation and distribution of materials, and maintain/monitor follow up task list to ensure timely completion.
Ensure that all training rooms, equipment, catering arrangements, and other requirements are booked in advance.
Manage event planning for various corporate events.
Work with external vendors, manage budgets, have the ability to conceptualize, create and deliver on all aspects for a World-class presentation/experience.
Mange all aspects from design concept (invitations/signage/awards/floral arrangements), food/beverage, seat planning, transportation, lighting and audiovisual needs
Onsite host and point of contact for all vendors, team members and guests through event life-cycle.
Create, develop, and update professional quality training, presentations and materials; to include classroom trainings, workbooks, job aids, quick reference guides, webinars, videos, and eLearning resources and tools.
Manage training registration systems, calendars, and communications
Assist with month-end reports that are deployed across the organization
Leader in creating documents to be shared with and reviewed by team. Must be extremely proficient in excel, PowerPoint and all Microsoft Office products.
Assist
Provides general administrative support of department, as required
Qualifications (Education, Experience, Certifications, Licenses):
Associate or Bachelor's degree preferred
Project coordination or marketing experience
Proficiency in technology skills, including generating presentations, reports, viewing reporting metrics, extracting data and sharing this information with other team members in project updates
Experience administering or ability to learn a corporate Learning Management System and/or comparable data base administration
Experience with Quicksight Analytics is a plus
Fast learner with the ability to quickly grasp new concepts and technologies
Creative skillset with the ability to bring new ideas and develop training materials
Advanced organization and time management skills are a must: detail-oriented with the ability to prioritize and multi-task with excellent follow through skills
Excellent communication skills verbal (active listening), written, proofreading skills; ability to write/answer correspondence and communicate with professionalism
Proficient in Microsoft Office Products: Word, Excel, PowerPoint, and Outlook.
Must possess the ability to exercise good judgment and decision-making skills, the ability to take initiative (assertive and confident)
Professional presence with the ability to build credibility and optimize interactions by adapting own personal style to engage a wide range of personalities. Collaborate with colleagues and senior leadership and clients, both internal and external
Extremely flexible: must be able to constantly prioritize/reassess multi-functional position
This role is not remote and the selected candidate must be willing to work in person, out of the Dallas, Texas office
Who We Are: Berkshire Hathaway Automotive is one of the largest dealership groups in America, with over 100 franchises in 10 states, including Arizona, California, Florida, Georgia, Illinois, Indiana, Missouri, Nebraska, New Mexico and Texas. Berkshire Hathaway Automotive sets the industry standard for operational excellence, financial performance and an unmatched customer experience within franchised automobile dealerships. Using extensive experience, innovative strategies and technological expertise, Berkshire Hathaway Automotive works to assure its affiliated dealerships obtain and maintain position as leaders and trendsetters in the automotive field. The company focuses on building resilient and adaptive business models that cultivate engaged, strong and proactive leadership.
Click Here to learn more about who we are as an employer.
Auto-ApplyTrading Desk Coordinator
New York, NY jobs
We are looking for an outgoing and entrepreneurial Trading Desk Coordinator to join our Workplace Services team to support one or more of the trading desks in our New York office. In this fast-paced role, you will learn from seasoned colleagues how to manage the moving pieces that keep our systems and processes running smoothly and you'll act as an expert resource on the desk on office operations and logistics.
This is a dynamic area of our business, and we are looking for a creative problem solver with excellent people skills and a "no-job-too-small" attitude who can adapt quickly and balance multiple responsibilities. Your ability to multitask, find solutions, recognize the nuances of the job, and proactively find efficiencies in the role and our processes will be key to your success.
Additional responsibilities of the role will include:
* Integrating new hires onto the desk and coordinating logistics for visitors (e.g., working with our Technology teams on seating locations, ensuring seamless onboarding experiences)
* Coordinating important social events for teams in Trading (e.g., year-end events, small group dinners)
* Organizing learning and development classes for the desk (e.g., coordinating training sessions, facilitating feedback processes, arranging speaker series and knowledge-sharing sessions)
* Managing desk relocations and space planning for the trading floor (e.g., coordinating with various teams on seating assignments, allocating desks for traveling team members)
* Engaging closely on broader trading coordination efforts to build connection, improve internal communications, and streamline processes across the firm
About You
* Have a bachelor's degree and 3-5 years of relevant experience in corporate administration or office management (financial services preferred)
* Comfortable working in a fast-paced environment; highly organized with exceptional attention to detail
* Able to work independently and proactively, and follow up to close the loop on tasks and projects
* Have a hospitality mindset and enjoy helping people, building relationships, and solving problems
* Able to exercise sound judgment and be discreet with sensitive information
* Can work some early morning and evening hours on occasion
* Excellent written and verbal communicator
* Strong with G Suite and willing to learn new computer systems
* Having project management experience is a plus
If you're a recruiting agency and want to partner with us, please reach out to **********************************.
Easy ApplyClient Service Coordinator
Austin, TX jobs
ArchPoint Wealth Advisors, a Private Wealth Advisor Practice of Ameriprise Financial
Compensation: $60,000-$80,000 annually
Are you an organized, detail-oriented professional who thrives in a fast-paced financial services environment? We are a growing private wealth advisory practice seeking a Client Service Coordinator to support our team and deliver an exceptional experience to our clients.
Key Responsibilities
Serve as the first point of contact for client phone calls and scheduling needs
Manage calendars and coordinate appointments, including advisor coaching sessions
Support onboarding of new brokerage and managed account clients
Track and process ACAT transfers and all types of money movement requests
Maintain client information and notes in CRM; manage follow-ups and task tracking
Ensure accurate trade processing, fee changes, and beneficiary updates
Monitor compliance status and support licensing/CE tracking
Handle home office communications and resolve client issues
Prepare client paperwork including ADV2 submissions, disclosures, and trusted contacts
Code deposits and enter planning data into MoneyGuide
Coordinate RMDs and reporting
Package and send materials using UPS overnight account
Support client reimbursements and fee cutoffs under internal tools
Utilize systems such as Hearsay, CRM, Agenda Builder, and more
Qualifications
Prior experience in a financial services or wealth advisory firm preferred
Strong organizational skills and high attention to detail
Proficiency with CRM tools and financial planning systems is a plus
Ability to manage multiple tasks and deadlines in a client-first environment
Licensure is not required but may impact compensation and future growth opportunities
Compensation & Benefits
Salary Range: $60,000-$80,000 (exempt) based on experience and licensure (starting at $60,000 for non-licensed candidates)
401(k) with Safe Harbor 3% match (eligible after one year)
Health Insurance: Employer pays 50% of insurance premiums
About Us
We are a dynamic, client-focused private wealth advisory practice committed to helping individuals and families navigate financial decision-making with confidence. Our team values collaboration, professional development, and delivering the highest standard of service to our clients.
To Apply: Please submit your resume and a brief cover letter highlighting your relevant experience and interest in the role.
Equal opportunity Employer
ArchPoint Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.
Auto-ApplyClient Service Coordinator
Plano, TX jobs
Step into an instrumental role with a premier financial planning and wealth management practice. Help conduct the smooth operation of a fast-paced, independent financial advisory practice of Ameriprise Financial. As a Client Service Coordinator, you will be a part of a fast-paced environment on a small, highly reciprocal team of 15-20 professionals. You will play an integral role in the success of the Azimont Group by delivering extraordinary and consistent service experiences, detailed financial planning and advice, and excellent client communication.
We value integrity, open communication, a strong desire to learn, and a passion for client service. We put our clients at the center of everything we do. By getting to know our clients on a personal level, we are able to understand what's truly important to them - their “why.” Only then can we work with them to create individualized plans to help them reach their specific goals.
The Client Service Coordinator will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, including money movements, and coordinates/tracks projects and tasks.
Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions:
50%
Meeting Prep and Follow up
Enter client data into Financial Planning Tool Suite
Run illustrations and hypotheticals for use in client meetings
Perform analysis and prepare preliminary financial planning recommendations for advisor review
Build preliminary agenda for client service meetings
Request documents from client ahead of meetings
Work with clients after meetings to follow up on outstanding service items
50%
Client Care / Business Management
Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
Review and update client information as needed for client review meetings. Attend and participate in client meetings as necessary.
Service, manage and resolve client issues.
Perform other allowable duties as assigned by the financial advisor(s)
Utilize existing systems and processes to ensure that all client communication and required follow up is documented
Manage incoming emails and phones calls, routing them to the correct person to complete the client request
Work with home office to ensure accurate account setup and resolve issues
Schedule meetings or appointments
Communicate with clients, provide account information, perform basic client level account maintenance, scheduling and escalation of client service requests, as necessary
Key Traits of a Successful Financial Planning Specialist:
Independent and confident self-starter who can work well with minimum supervision
Able to work in a fast-paced environment while managing multiple tasks/projects with competing deadlines and priorities
Excellent professional development skills such as teamwork and collaboration, work planning, time management and prioritization
Direct attention to detail and organization
Strong organizational and computer skills
Effective communication with clients and other advisors/staff
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
Positive attitude and sincere willingness to constantly learn and grow
Education and Other Designations:
College degree or higher
2+ years of similar experience
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Auto-ApplyRestoration National Project Coordinator
San Juan, TX jobs
DescriptionCotton Holdings, Inc., is a diversified holding company with subsidiaries that provide property restoration and recovery, construction, roofing, logistical support, temporary workforce housing, and culinary services to public and private entities worldwide. Cotton combines this diverse suite of services with top talent, innovative technology, and a large inventory of company-owned assets, to offer clients a total solutions package in support of disaster events and large development projects, including complex work environments.
I. Summary (Scope of the Job)
Project Coordinator provides direction and coordination of a project. This includes all aspects of the project to include performance, administration, documentation, safety and customer contact.
II. Major ResponsibilitiesPrimary Responsibilities
Position requirements and responsibilities will include but are not limited to:
To develop and nurture business relationships with adjusters, property owners, facility managers and any other clientele that can provide commercial work.
To prepare scopes of work, estimates, executed contracts, initiate operations/production, file management, remain point of contact and collect invoiced amounts.
Will coordinate with the Regional Marketing Director and the Regional Operations Manager to create synergies within the region.
Must communicate with the project managers to ensure each project is functioning as planned and that the service quality is at the company's highest standard.
Must adhere to company protocol, policies, accounting procedures and reporting requirements.
Writing the estimates within the guidelines of Cotton and ensuring that a contract is signed
Determining necessary steps to begin the production of the job while project management and additional resources are being deployed
Determining when to extend beyond standard protocol to resolve any potential issues or secure potential work
Completion of Change Orders and communication of them to the project manager
Determining the best way to meet the needs of the client and the adjustor
Winning in a competitive bidding situation
Conflict resolution with customers / adjusters
Performance of field staff
Changes in scope; timely submittal of invoices; timely collection of invoices
III. Background RequirementsEducation:
Bachelor's degree or equivalent work experience
Experience:
Proficient Time & Material billing
Experienced with Remediation/Mitigation/Abatement
Knowledge and Skills:
Able to travel, both domestically & internationally as business needs arise (REQUIRED)
Proven communication skills and ability to build relationships
Proven organizational and problem-solving skills
Good driving record:
Minimum of twenty-one (21) years of age and have a minimum of three (3) years verifiable driving experience
No more than 2 moving violations in the past 3 years
No repeat seat belt violations
No high-speed moving violations in the past 3 years
DisclaimerThis Job Description indicates the general nature and level of work expected of the incumbent(s). It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent(s) may be asked to perform other duties as requested.
Equal Opportunity Employer/Veterans/Disabled.If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact HR **************#Commercial
Client Service Coordinator
Herrin, IL jobs
Job DescriptionLocation: Herrin, IL Job Title: Client Service Coordinator Type of Position: Full-time Hours per week: 40 Working Hours: 8:00am-4:00pm FLSA Classification: Non-exempt We are catalysts for transformative changes through comprehensive, multi-generational planning. Our dedication to excellence ensures that every step we take today paves the way for our clients to live a life well planned. Our values include personal responsibility, faith, service excellence, personal & professional growth, and family.Job Summary The Client Service Coordinator is an integral part of The Vitality Wealth Group. They are responsible for establishing and maintaining leading edge office operations while serving as the primary contact for clients, prospects, recruits, and guests.
Key Responsibilities
Greet all individuals and direct them approprately, answer and screen phone calls
Process client service requests
Maintain welcoming and clean appearance of common office areas
Maintain organized filing systems, both hard copy and digital - assist with other clerical tasks as needed
Replenish and re-order snack and drink supplies for the office
Maintain adequate coverage for the team through cross-training in other areas of support
Complete and/or assist with projects as needed by the team
Minimum Job Requirements
1+ year experience in customer service and professional office settings required
Obtain Life and Health licensing within 90 days of employment
Possess basic computer and Microsoft Office experience
Independent learner who seeks knowledge and is adaptable to change
Best version of yourself in a highly collaborative and interdependent team setting
Ability to excel in an organized and detail-oriented environment
Benefits
Health, Vision, & Dental Insurance
Short-term Disability
SIMPLE IRA
PTO + Holiday Pay
Industry licensing and continuing education expenses
Personal and professional development opportunities
Powered by JazzHR
NCLoX8NDv9
Mortgage Disclosure Desk Coordinator
Evansville, IN jobs
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Mortgage Disclosure Desk Coordinator position is responsible for ensuring that all Initial and Re-Disclosure Loan Disclosure packets are completed and delivered to the applicants in accordance with all regulatory and secondary market requirements and within Service Level Agreements. The Mortgage Disclosure Desk Coordinator works closely with various members of the Mortgage Team to verify accuracy of data and resolve any issues/discrepancies to prevent non-compliance with Federal and State Regulations and avoid tolerance cures.
Key Accountabilities
Review initial loan submission from the Mortgage Loan Originators for accuracy. Make any necessary changes to avoid tolerance cures or other regulatory violations. Prepare and deliver a final Loan Estimate along with all other required documentations to the applicant(s)
Work with Mortgage Loan Originators, Processor and Underwriters to review any change circumstances that are presented. Once a valid changed circumstance is identified, the Disclosure Desk Coordinator will prepare a revised Loan Estimate and deliver this to the applicants in a timely manner to avoid delays in closing dates or any tolerance cures.
Review all documents included in an initial disclosure and re-disclosure package to ensure accurate completion.
Track all new applications within the loan processing system to ensure timely delivery of all disclosures.
Track all existing applications within the loan processing system and provide timely re-disclosure through identification of loan changes within the pipeline.
Assist with answering questions regarding initial or re-disclosures
Participate in any compliance related projects pertaining to regulatory disclosures
Assist in any disclosure compliance related training for mortgage associates
Ensure accuracy of all HMDA related information pertaining to information collected from the initial application and disclosures
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Competencies for Position
Operational Knowledge and Organizational Skills
Demonstrates a sound understanding of applicable Federal and State Regulations, including TRID, RESPA, HMDA, ECOA, etc; and the ability to apply this knowledge to individual situations.
Ability to accurately identify valid changed circumstances
Great attention to detail, ability to prioritize and function accurately under the pressure of deadlines.
Working knowledge of all loan types/loan programs offered by Old National Bank, including FHA, VA, USDA, and Construction-to-Permanent loans.
Communication Skills
Ability to clearly communicate information to Mortgage Loan Originators, Sales Managers, Processors, and Closers
Promptly respond to questions from other departments
Effectively work as part of a team
Qualifications and Education Requirements
High School graduate or equivalent.
5+ years of previous mortgage experience including an in-depth knowledge of regulatory requirements for loan disclosures
Experience with Ellie Mae Encompass preferred
Key Measures of Success/Key Deliverables:
Disclosures delivered within regulatory requirements and Service Level Agreements
Minimize losses to the bank by accurately completing required disclosures and properly analyzing valid change circumstances
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
Auto-ApplyIs Project Coordinator
Roseville, CA jobs
IS Project Coordinator
Hourly Pay is based on experience.
Please note this is in Roseville, CA
We are seeking a motivated and detail-oriented individual to join our team as an IS Project Coordinator. In this role, you will be responsible for coordinating meetings and services to support our branch facilities throughout their lifecycle. Serving as a designated point of contact for project-related tasks, you will oversee completion of assigned tasks, billing, allocations, and financial support, manage outside vendors, and provide exceptional customer support in a fast-paced and dynamic environment.
Responsibilities:
Coordinate meetings and services required to support branch facilities, ensuring seamless project execution and timely completion of assigned tasks.
Act as one of the key points of contact for project-related tasks, executing on the assigned tasks, providing status updates and system entry notes, and tracking progress to ensure milestones are met.
Handle billing, allocations, and financial support set up and questions.
Manage relationships with external vendors, ensuring compliance with contractual agreements and service level expectations.
Provide superior customer support, promptly addressing inquiries and resolving issues to maintain high levels of satisfaction.
Maintain accurate documentation of project activities, including meeting minutes, action items, and project plans.
Updating systems with branch related information, asset tracking, etc.
Collaborate with internal stakeholders to identify project requirements, risks, and opportunities for improvement.
Adapt to changing priorities and deadlines, demonstrating flexibility and resourcefulness in addressing challenges.
Proactively identify and implement process improvements to streamline project coordination and enhance efficiency, including defining systems changes to support the processes.
Communicate effectively with team members and stakeholders to provide regular updates on project status and progress.
Qualifications:
Previous experience in project coordination or administrative roles, preferably in a technical environment.
Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.
Critical thinking skills and business analysis skills, to assist with improvement of systems and processes.
Excellent communication and interpersonal skills, with the ability to build rapport with stakeholders at all levels.
Proficiency in Microsoft Office Suite and Excel (Smartsheet desired)
Experience managing vendors, contracts, and financial documentation and billing practices, desired.
Ability to work effectively in a team environment, fostering collaboration and cooperation among team members.
Proactive problem-solving skills, with the ability to anticipate issues and develop effective solutions.
Adaptability and resilience in navigating through ambiguity and changing priorities.
Commitment to delivering high-quality results and exceeding expectations.
Auto-ApplyProject Coordinator
Austin, TX jobs
Notes to applicants: * Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.
* Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
* Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
* The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
* If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.
Job Description:
The Project Coordinator will be the organizational backbone of our projects, managing documentation, facilitating communication, and tracking project progress across various stakeholders and teams at Dimensional. This role focuses on both planning and support activities to help direct the steps of a project in an efficient manner. This role is responsible for ensuring the quality, timing, and sequence of work for the global projects in Corporate Services. Successful execution of this role involves collaborating with project managers, contractors, and internal departments to deliver high-quality facilities that meet the needs of the firm.
Duties & Responsibilities:
* Assist in the planning and execution of global construction projects from inception to completion.
* Coordinate with architects, engineers, and contractors to ensure project specifications are met.
* Effectively communicate with contractors and/or on-site contacts to ensure on-time execution of all projects.
* Be familiar with different stages of the construction process for multiple jobs occurring simultaneously.
* Coordinate the contract process for goods and services for each project partnering with Legal and Finance.
* Act as liaison between Project Management and internal clients, ensuring key stakeholders receive timely updates, and client expectations are met.
* Assist Senior Project Managers and Project Managers on assigned projects or client assignments.
* Coordinate sequencing of deployment activities, timing, and scheduling of events to complement business activities.
* Organize, attend, and participate in team meetings; prepare agendas, document meeting minutes, and follow up on important actions and decisions.
* Support with creation, maintenance, updates of project schedules.
* Collection, organization, and processing of all project-related submittals and management of long-term record retention.
* Tracking permits from receipt to project closeout. Raise flags with team regarding potential risks, challenges, blockers as indicated by permit progress. Ability to assess permit geographic coverage for completeness and coverage by the permit area.
* Help ensure projects adhere to established frameworks, methodologies, and quality standards.
* Maintain and monitor detailed project plans, schedules, budgets, and expenditures sharing metrics with team, tracking goals and milestones, and informing of project status.
* Ensure all project documentation (e.g., contracts, risk logs, status reports, change orders) is current, accurate, and properly filed.
Qualifications:
* Bachelors degree.
* Strong verbal and written communication skills, with the ability to deliver composed and concise updates and recommendations to executive leadership.
* Analytical and problem-solving mindset with a proactive approach to risk mitigation.
* Exceptional leadership and interpersonal skills to build trust and credibility across a diverse workforce.
* Ability to weigh broad spectrum of considerations when making recommendations on project deliverables.
* Proficiency in developing, implementing, and managing construction schedules.
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
Auto-ApplyProject Coordinator
Southington, CT jobs
If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster's values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
We are seeking a detail-oriented and proactive Project Coordinator to support IT project delivery across the enterprise. This role will assist Project Managers (PMs) in planning, tracking, and reporting on project activities, and will contribute to departmental initiatives including report generation, RCSA (Risk and Control Self-Assessment) testing, and compliance documentation. The ideal candidate will have strong organizational skills, a collaborative mindset, and a foundational understanding of IT project lifecycles.
Job Responsibilities
Project Support:
Assist PMs with project planning, scheduling, and coordination of tasks and resources.
Maintain and update project documentation including charters, plans, status reports, and meeting minutes.
Track project milestones, deliverables, and dependencies using project management tools (e.g., MS Project, Jira, Smartsheet).
Facilitate communication between cross-functional teams and stakeholders.
Schedule and organize meetings, prepare agendas, and follow up on action items.
Departmental Deliverables:
Support the preparation of weekly/monthly reports and dashboards for leadership and governance forums.
Coordinate and assist with RCSA testing activities, including evidence collection, tracking, and documentation.
Help ensure compliance with internal controls, audit requirements, and risk management protocols.
Maintain departmental templates, trackers, and shared documentation repositories.
Administrative & Operational Tasks:
Assist with onboarding of new team members and vendors.
Support budget tracking and invoice processing as needed.
Experience/Education:
High School diploma/GED required
Bachelor's degree in Business, Information Technology, or related field preferred.
2+ years of experience in project coordination or support, preferably in IT or financial services.
Familiarity with project management methodologies (Agile, Waterfall, Hybrid).
Proficiency in MS Office Suite (Excel, PowerPoint, Word), SharePoint, and project tracking tools.
Strong written and verbal communication skills.
Ability to manage multiple priorities and work independently in a fast-paced environment.
Time management skills
Organization and multi-tasking skills
Excellent Facilitation skills
Capable of multitasking in high paced, pressured environment.
Ability to make difficult and quick decisions on a daily basis.
Project Management Certification (CAPM/CSM/PMP) preferred, not required
The estimated hourly range for this position is $30.00/hr. to $40.00/hr. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
#LI-EF1
Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.
Auto-ApplyProject Coordinator - Integrated Grid Planning
Oakland, CA jobs
**What You'll Do:** + **Data Intake & Management** + Create and maintain structured folder systems for client and internal data. + Collect, validate, and package client-provided data for internal team review. + Validate and generate KMZ files from client data.
+ Access and retrieve required/requested data from client platforms. **Project Execution Support**
+ Update and manage project schedules using Primavera P6 and/or Microsoft Project.
+ Maintain project trackers and provide regular status updates on deliverables.
+ Draft weekly progress reports and updates for client submission (via PM review).
+ Coordinate billing activities with the billing team to ensure accuracy and timeliness.
+ Act as liaison with the Project Controls team to ensure project plans and VantagePoint are current and accurate. **Required Qualifications:**
+ Bachelor's degree in: Engineering, Business, Project Management, or a related field
+ 3-7+ years of experience in electric utilities, construction, energy, engineering, consulting or related industries.
+ Demonstratable proficiency with MS365 Apps, Power BI, SharePoint, Google Earth, SAP, Microsoft Project **Preferred Qualifications:**
+ Strong analytical and problem-solving skills.
+ Excellent communication and collaboration abilities.
+ Experience in data analytics and reporting.
+ Familiarity with Copperleaf, EGIS, Fulcrum, Visio, Bluebeam, Primavera P6, and ERP systems **Key Competencies:**
+ Ability to manage large datasets and ensure data integrity.
+ Skilled in coordinating across multiple teams and stakeholders.
+ Familiarity working with AI-driven tools and advanced analytics platforms.
**_This is a hybrid remote & on-site role in Dublin and/or Oakland, CA._**
**Not quite right for you? For a full listing of all our openings, please visit us at:** *******************************
**Who We Are:**
ENTRUST Solutions Group, an ENR Top 100 company, is a community of people, 3,000+ strong, who are committed to our clients and each other. We provide comprehensive and dependable engineering, consulting, and automation services to gas and electric utilities, telecommunication service providers, pipeline operators, and industrial companies.
**In return for top talent, ENTRUST Solutions Group offers:**
+ Generous paid time off and benefits
+ 401(k) retirement program with a company match
+ Career development programs
+ Tuition reimbursement
+ Flexible work schedule
**To learn more about ENTRUST Benefits and Culture, please visit our company LinkedIn page and follow us at:**
******************************************************
**Benefits & Salary:**
+ This position pays between $84,756.15 and $91,536.640 annually and is an exempt position.
+ Benefits offered include company sponsored medical, dental, vision, and 401(k) plan with company match. Also offered are tuition reimbursement, voluntary life, disability, critical illness, accident and hospitalization plans. HSA or FSA medical accounts and FSA dependent care and transportation/parking accounts are also available. These benefits are subject to employee contribution amounts generally set annually.
+ Full time employees are eligible to earn PTO hours.
+ May be eligible for discretionary bonus as determined by the company.
**_ENTRUST Solutions Group is proud to be an Equal Employment Opportunity employer. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law._**
**_Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. ENTRUST Solutions Group does not accept unsolicited headhunter or agency resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with ENTRUST Solutions Group._**
\#LI-LL1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Project Coordinator
Fresno, CA jobs
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee
Weekly Working Hours: 40
JOB SUMMARY: (2-3) sentences describing purpose of job - begin with level of supervision provided to the incumbent) Under general managerial supervision, provides specialized administrative and analytical support to all staff in Real Property Management. Acts as primary contact for Real Property Management for both internal and external inquiries.
ESSENTIAL FUNCTIONS: Fundamental Duties
1. Responsible for scheduling repairs and maintenance at all facilities.
* Complete repair requests, maintain follow-up Log, assess the severity of the problem and resolve the problem.
* Schedule work with vendor.
* Follow up with branch/department and vendor to ensure problem is resolved.
2. Manage branch/building key systems.
* Work in conjunction with Branch Review Department to ensure accuracy of Key Log.
* Physically certify DOM key system annually.
3. Audit invoices and payment requests prior to submission for payment. Verify invoices to corresponding repair request to determine payment validity.
4. Create, monitor and maintain contracts for all vendors. Ensure vendor has current certificate of insurance on file.
* Annually certify with the State of California that vendor is bonded.
5. Collect, post and monitor all sublease income. Create and maintain Financial Management System (FMS) tables for internal use (i.e., buildings with multiple tenants, operations and Systems cost allocation). Prepare related general ledger entries for month-end processing.
6. Monitor, analyze and process all PG&E statements on a monthly basis.
7. Complete monthly allocation of all building expenses.
8. Complete the Unclaimed Property filing with the State of California annually to include Westamerica Bancorporation and all organizations acquired.
9. Coordinate with Property Services Rep on assigned projects.
§ Prepare bid packages including contacting bidders, organizing list of bidders and typing bid documents and specifications.
§ Read contracts/agreements for accuracy. Follows up on outstanding bids. Maintain bid status reports. Schedules approved projects.
10. Provide secretarial support to department members.
§ Open and distribute all incoming mail.
§ Monitor phone mail for department members when they are away from the office.
§ File all paperwork in the respective files.
11. Other job duties as assigned.
Requirements
Minimum Knowledge, Prior Work Experience, and Skills Needed to Perform Job Functions:
Progressively more responsible administrative support experience in a real property/facilities environment where incumbent has gained a broad working knowledge of assigned activities. General office machines skills and personal computer proficiency required. Excellent communications skills, verbal and written.
Physical Demands:
Sits for extended periods of time utilizing keyboard to input and retrieve data.
Mental Demands:
§ Mathematical skills for budget and analysis of various invoices and bills.
§ Analytical abilities for tasks including competitive analysis and contract reviews.
§ Ability to handle multiple tasks simultaneously and prioritize urgent versus routine requests.
§ Ability to meet deadlines and work under pressure.
Equipment Used to Perform Functions:
Personal computer, photocopier, facsimile, telephone, calculator
Decision Making: (Give examples of decisions and recommendations made by incumbent)
§ Ability to prioritize tasks when projects are required from various vendors.
§ Allocation of expenses to ensure costs are charged to correct accounts and budgets are balanced.
EOE
Westamerica Bank's Privacy Policy may be found at: *********************************
Salary Description
$22.00 - $25.00
Project Coordinator
Fairfield, CA jobs
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee
Weekly Working Hours: 40
JOB SUMMARY: (2-3) sentences describing purpose of job - begin with level of supervision provided to the incumbent) Under general managerial supervision, provides specialized administrative and analytical support to all staff in Real Property Management. Acts as primary contact for Real Property Management for both internal and external inquiries.
ESSENTIAL FUNCTIONS: Fundamental Duties
1. Responsible for scheduling repairs and maintenance at all facilities.
* Complete repair requests, maintain follow-up Log, assess the severity of the problem and resolve the problem.
* Schedule work with vendor.
* Follow up with branch/department and vendor to ensure problem is resolved.
2. Manage branch/building key systems.
* Work in conjunction with Branch Review Department to ensure accuracy of Key Log.
* Physically certify DOM key system annually.
3. Audit invoices and payment requests prior to submission for payment. Verify invoices to corresponding repair request to determine payment validity.
4. Create, monitor and maintain contracts for all vendors. Ensure vendor has current certificate of insurance on file.
* Annually certify with the State of California that vendor is bonded.
5. Collect, post and monitor all sublease income. Create and maintain Financial Management System (FMS) tables for internal use (i.e., buildings with multiple tenants, operations and Systems cost allocation). Prepare related general ledger entries for month-end processing.
6. Monitor, analyze and process all PG&E statements on a monthly basis.
7. Complete monthly allocation of all building expenses.
8. Complete the Unclaimed Property filing with the State of California annually to include Westamerica Bancorporation and all organizations acquired.
9. Coordinate with Property Services Rep on assigned projects.
§ Prepare bid packages including contacting bidders, organizing list of bidders and typing bid documents and specifications.
§ Read contracts/agreements for accuracy. Follows up on outstanding bids. Maintain bid status reports. Schedules approved projects.
10. Provide secretarial support to department members.
§ Open and distribute all incoming mail.
§ Monitor phone mail for department members when they are away from the office.
§ File all paperwork in the respective files.
11. Other job duties as assigned.
Requirements
Minimum Knowledge, Prior Work Experience, and Skills Needed to Perform Job Functions:
Progressively more responsible administrative support experience in a real property/facilities environment where incumbent has gained a broad working knowledge of assigned activities. General office machines skills and personal computer proficiency required. Excellent communications skills, verbal and written.
Physical Demands:
Sits for extended periods of time utilizing keyboard to input and retrieve data.
Mental Demands:
§ Mathematical skills for budget and analysis of various invoices and bills.
§ Analytical abilities for tasks including competitive analysis and contract reviews.
§ Ability to handle multiple tasks simultaneously and prioritize urgent versus routine requests.
§ Ability to meet deadlines and work under pressure.
Equipment Used to Perform Functions:
Personal computer, photocopier, facsimile, telephone, calculator
Decision Making: (Give examples of decisions and recommendations made by incumbent)
§ Ability to prioritize tasks when projects are required from various vendors.
§ Allocation of expenses to ensure costs are charged to correct accounts and budgets are balanced.
EOE
Westamerica Bank's Privacy Policy may be found at: *********************************
Salary Description
$22.00 - $25.00
Project Coordinator
Carrollton, TX jobs
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day The Project Coordinator is responsible for ensuring department level operations run smoothly, especially as it relates to people, events and special projects.
As the Coordinator, you will confirm that deliverables are well coordinated and fulfilled in accordance with management expectations and quality standards.
The Project Coordinator will: Manage the department's yearly strategic planning process and report monthly metrics to the Strategic Planning committee Source, coordinate and manage all of the divisions off-site and special events Coordinator for numerous one-off internal business projects with management, which includes logistical, operational, and budget implications Provide administrative support for executive leaders including meeting management, expense reports, travel and mailing needs Track invoices and ensure they are processed and paid in a timely manner by accounts payable Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Bachelor's Degree in Communications, Business Administration or related field required 3+ years of relevant work experience Highly proficient in Microsoft Office (Word, Excel, PowerPoint, Visio) Proven project management skills Financial Services and, if possible, mortgage industry experience preferred Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
#TPO Salary $50,000 - $75,000 Work Model OFFICE
Auto-ApplyProject Coordinator
Philadelphia, PA jobs
The Department of Physical Therapy and Rehabilitation Science at Drexel University is seeking to appoint a part time research project coordinator. The successful candidate will work on a research project titled “Tele-Exercise to Promote Empowered Movement with Spinal Cord Injury, TEEMS”. The project coordinator will report to and work for Laura Baehr, PT, DPT, PhD and coordinate with Margaret Finley, PT, PhD.
Research Program
We are seeking a highly organized and proactive Project Coordinator to support a multi-year randomized controlled trial. This study will evaluate the effectiveness of TEEMS (Tele Exercise to promote Empowered Movement with Spinal Cord Injury)-designed to enhance personal and social factors to facilitate physical activity behavior through expert-led instruction, peer mentoring, and group engagement.
Essential Functions
The Project Coordinator will work with Dr. Baehr to support administrative efforts related to community partner engagement, intervention oversight and management, video library management, participant scheduling, participant exercise equipment coordinating, as well as qualitative data collection and mixed methods analysis. The project coordinator will contribute 30 hours/week during the award period to support administrative efforts related to project initiation, data collection, analysis, and dissemination. This position offers the opportunity to contribute to a significant and innovative health intervention that addresses accessibility, inclusion, and long-term health behavior change in the SCI community. - (Essential)
Required Qualifications
Minimum of a Bachelor's Degree in Health Sciences or related field or the equivalent combination of education and work experience.
(Please review the Equivalency Chart for additional information.)
Minimum of 0-2 years of experience.
Undergraduate degree from an accredited institution, preferably in health sciences or a closely related field.
Available for in-person meetings and data management responsibilities.
Proficient in scientific writing and spoken (in English) skills.
Good interpersonal communication skills.
Ability to work both independently and as part of a team, take initiative and meet deadlines.
Flexible, committed and problem-solving attitude.
Effective planning and organizational skills with the ability to manage multiple complex tasks.
Preferred Qualifications
Graduate clinical degree from an accredited institution, preferably in occupational therapy or a closely related field.
Lived experience with spinal cord injury.
Prior experience coordinating or managing human subjects research studies.
Prior experience with qualitative data collection and management.
Coursework or training in research methods, statistics, or behavioral science.
Physical Demands
Typically sitting at a desk/table
Location
University City - Philadelphia, PA
Additional Information
This position is classified as Non-Exempt, grade I. Compensation for this grade ranges from $19.69to $29.54 per hour. Please note that the offered rate for this position typically aligns with the minimum to midrange of this grade, but it can vary based on the successful candidate's qualifications and experience, department budget, and an internal equity review.
Applicants are encouraged to explore the Professional Staff salary structure and Compensation Guidelines & Policies for more details on Drexel's compensation framework. For information about benefits, please review Drexel's Benefits Brochure.
Special Instructions to the Applicant
Please make sure you upload your CV/resume and cover letter when submitting your application.
Applicants should submit a
Personal Statement (1 page double spaced that includes motivation for the position and relevant experience)
Curriculum Vitae or Resume
Two letters of references
A review of applicants will begin once a suitable candidate pool is identified.
Information Security Project Coordinator
Santa Ana, CA jobs
Who We Are Join a team that puts its People First! Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit ************************
What We Do
Provides a wide range of support to the project management team. Responsible for tracking the specific stages of one or more projects on an ongoing and regular basis. Prepares and maintains project documentation including project schedules, status reports, presentations, resource plans and meeting schedules. Monitors project plans and organizes project activities to ensure timely completion of projects. At the Senior level, project and tasks are more complex.
WHAT YOU'LL DO
* Assists Project Managers and/or Specialists in the coordination of a project or have responsibility over a smaller scale project or project area.
* Updates and maintains project templates to track the progress of various projects, measure deliverables and completion of tasks.
* Provides support by researching related subjects for various projects.
* Communicates with necessary internal departments to obtain information needed for various projects.
* Keeps project team updated with any relevant changes, ensure all documentation is maintained and completed.
* Identifies opportunities for continuous improvement and efficiencies.
* May be required to perform duties outside of normal work hours based on business needs.
* Other duties as assigned
WHAT YOU'LL BRING
Required Education, Experience, Certification/Licensure, KSA's
* AA required, BS/BA preferred or equivalent experience
* Typically have 4+ years of administrative experience
* Working knowledge of fundamental concepts, practices and procedures of department/field
* MS Software skills
* Good organizational and coordinating skills
* Good verbal and written communication skills
* General analytical skills
* Oral communication skills sufficient to gather information and relay project information to a wide audience
* Written communication skills sufficient to create project plans and other project documentation
* Establishes effective working relationships at the work group level
Salary Range: $47,400.00 - $63,200.00
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
What We Offer
By choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it's the right thing to do, but also because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County.
First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).
First American intends to conduct a review of an applicant's criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Auto-ApplyCard Portfolio and Project Coordinator
Saint Louis, MO jobs
Job Title: Card Portfolio and Project Coordinator Reports To: Manager, Card Services Positions Supervised: N/A FLSA Status: Non-Exempt Job Summary The Portfolio and Project Coordinator will represent the company by providing members and business clients with merchant/credit card services which meet their needs and provide a profitable return. Perform necessary maintenance and/or functions to establish and maintain credit, debit, ATM and Online Bill Pay accounts and services and assist the Card Services Manager in controlling and monitoring the credit and debit card portfolios. Responsible for accounting entries of products as needed. Explain and promote all customer products and services. ** This is a Hybrid/St. Louis position ** Job Responsibilities
The intent of this job description is to provide a representation of the types of duties and level of responsibilities required of this position and is not intended to be an exhaustive list of all responsibilities, duties, and skills. Team members may be directed to perform job-related tasks others than those specifically stated in this description.
Assists the Card Services Manager with projects related to the department, coordination of new technologies with applicable internal departments and researching escalated issues for resolution.
Monitors incoming reports and performs file maintenance to ensure accuracy of card portfolio data including posting cash back rebates, limit changes, unposted non-monetary changes, rejected instant issue and mailed cards, unposted payments and/or adjustments.
Monitors department performance including opportunity queues, emails, incoming call volume to ensure accurate and timely response times and helps recommend ways for the department to improve on service to both internal and external members.
Administers the control of user profiles for the debit/credit card system as well as other programs administered by the Card Services Department.
Assists with cards training materials and acts as a liaison between the branches (Retail Operations) for training needs and knowledge gaps.
Creates department monthly, quarterly, and annual reports for management as needed.
Assists Card Services Manager as needed with product and department audits. Responsible for keeping department procedures up-to-date.
Subject matter expertise in core applications and enhancements related to cards
Provides backup support to internal partners in processing reports, assisting with cardholder inquiries, and completing tasks as assigned and/or needed.
Monitors plastic stock and insert levels and is responsible for placing orders when low thresholds are met.
Promotes a positive relationship between the members (internal and external) and the Credit Union and understands that service delivery to members is the number one priority of the Credit Union.
Regular and consistent attendance is required.
Required Qualifications
An equivalent combination of education, training, and experience will be considered.
2 years of similar or related experience in a banking environment
A high school degree or equivalent
Strong understanding of debit card and credit card products and functionalities is required
Preferred Qualifications
3 - 5 years of similar or related experience in a banking environment
Knowledge, Skills, and Abilities (KSA's)
A representation of the knowledge, skills, and abilities necessary to perform this job competently.
Ability to manage multiple tasks in a fast-paced, deadline-driven environment.
Strong written and interpersonal skills.
Effective organizational skills and attention to detail.
Analytical and problem-solving skills.
Proficiency in Microsoft Office Suite (especially Excel, PowerPoint, and Teams).
Courtesy and tact are essential elements of the job. Work involves personal contact with others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussion
Work Environment
Environmental or atmospheric conditions commonly associated with the performance of this job's functions.
Hybrid remote and in-office setting based on business needs.
Physical Abilities
The physical demands described below are representative of those that must be met by an employee to successfully perform this job's essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Ability to work at a computer in a stationary manner up to 8 hours daily.
Together Credit Union is an Equal Opportunity employer. The Credit Union complies with appropriate federal, state, and local laws and provides equal employment opportunities without regard to race, color, religion, gender, age, sexual orientation, gender identity or expression, national origin, military or veteran status, disability (including pregnancy), genetic information, or any other protected status to all qualified applicants and employees. Together Credit Union is committed to a policy of non-discrimination and dedicated to providing a positive discrimination-free work environment.
Project Coordinator - Wealth Operations
Kansas City, MO jobs
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $26.25 - $30.75 (Amount based on relevant experience, skills, and competencies.)
Essential Functions
Facilitate all business resumption activities for Wealth Management Operations, including working directly with Business Continuity to ensure all requirements for disaster recovery are implemented, facilitating scheduled and unscheduled call trees, and address all audit requirements around business continuity
Lead division projects pertaining to Business Recovery, taxation and process improvements
Complete third-party risk assessments and coordinate projects ensuring annual business continuity plans are completed.
Serve as point of contact for SharePoint administration, Resource Center librarian and ensure all year end obligations and documents are current and updated
Identify and implement process improvements, complex system enhancements, and initiate and manage related projects to ensure compliance with regulations
Administration Functions to Support WMO Management Team
Facilitate training for new processes/enhancements, co-ordinate release install projects across Wealth Management division, evaluate and recommend performance reports and perform specialized programming requests to enhance efficiencies within the department, including building macros to enhance processing time and reduce labor requirements for performing functions.
Assist with Data Warehouse or Excel related spreadsheets to enhance overall processing and or management functions within the department
Support Commerce Edge Culture and Diversity, Equity, and Inclusion efforts within WMO
Coordinate both internal and external exams with auditors, including responses and resulting projects
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Intermediate knowledge of banking industry and bank operations, including best practices and regulations
Knowledge of business resumption planning preferred
Very strong analytical and problem-solving skills
Ability to resolve complex problems and make decisions
Ability to think strategically with a growth mindset and look for ways to streamline processes for efficiency
Ability to coach team members as well as management.
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
High level proficiency with Microsoft Word, Excel, and Outlook
Education & Experience
Associate's degree or equivalent combination of education and experience required
3+ years financial services industry related experience required
Performance management reporting experience preferred
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Project Coordinator - Wealth Operations job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $26.25 to $30.75 per hour.
#LI-Hybrid
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 922 Walnut St, Kansas City, Missouri 64106
Time Type:
Full time
Auto-Apply