Summit Credit Union jobs in Milwaukee, WI - 7505 jobs
Vice President - Business Services (Commercial Banking)
Summit Credit Union 4.5
Summit Credit Union job in Oak Creek, WI
We want to build a better, more equitable world and fulfill our mission of Dreams enabled. Financial Wellness achieved. Life richer. We do that through our Essential Behaviors of working as a team, putting our membership first and promoting change, and through our Values: Honesty, Make Things Better, Respect Others, Be Fair/Create Equity, and Care.
As a VP Business Services (Commercial Banking), selected individuals will work closely with small to medium-sized businesses to understand the members' banking needs to deliver customized solutions such as loans, lines of credit, and treasury management services. The VP ensures member satisfaction, builds long-term relationships, and identifies opportunities for business growth. They also collaborate with other departments and stay informed about financial regulations and market trends to guide members effectively. Strong communication, analytical skills, and a deep understanding of business finance are key to success in this role.
Expected Outcomes
* New Member relationships are developed through organized prospecting efforts.
* Members receive outstanding accurate and timely service.
* Relationships with Credit and Operations teams are marked by clear communication and mutual respect.
* Business Services is well represented at community events and local non-profits.
* Performance metrics demonstrate attainment of key business objectives, including loan and deposit growth, fee income, and portfolio quality.
* Member experience and profitability is strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture.
Capability Requirements
* Bachelors Degree in Business Administration, Accounting, Finance or a related field.
* Five or more years of financial institution experience with at least three years in business lending and relationship management; or combination of applicable work experience and education.
* Professional well developed interpersonal skills; essential for interacting with credit union staff and members.
* Expert knowledge of business lending, deposit acquisition and treasury management products and strategies.
* Proven business development and leadership abilities.
* Expert knowledge of laws and regulations that govern lending and deposit products.
* Demonstrated ability to ask in-depth questions and effectively negotiate.
* In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, amortization, payoff and equity calculations etc.).
* Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel.
Summit has opportunities for Bankers in the following markets:
* Milwaukee/Waukesha
* Madison / Dane County
* Sheboygan and surrounding counties
$109k-137k yearly est. 60d+ ago
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Facilities Support Technician 1
Summit Credit Union 4.5
Summit Credit Union job in West Bend, WI
Maintain Summit facilities to the highest standards of safety, functionality, and appearance. Ensure a positive environment for employees and members by performing preventive maintenance, addressing work requests promptly, and supporting credit union goals.
Key Responsibilities:
* Maintain facilities for safety, functionality, and curb appeal.
* Respond to work orders and prioritize tasks effectively.
* Perform light electrical, plumbing, HVAC adjustments, painting, and basic carpentry.
* Conduct inspections and preventive maintenance on building systems.
* Assist with landscaping, snow removal, and exterior upkeep.
* Communicate issues and timelines to management; coordinate with vendors as needed.
* Follow all security, safety, and compliance guidelines.
Qualifications:
* High school diploma or equivalent.
* 2+ years of general maintenance or facilities experience.
* Knowledge of electrical, plumbing, HVAC, and light carpentry.
* Ability to lift up to 100 lbs and work in varied environments.
* Valid driver's license.
* Basic computer skills (Outlook, Word, Excel).
* Strong communication, attention to detail, and ability to work independently.
Additional Position Details:
Physical Demands of Position
While performing the duties of this job, the employee is frequently required to stand, walk, stoop, crawl, climb, use hands and fingers. The employee regularly must reach above and below shoulder level, and lift/push/pull and /or carry up to 100 pounds.
Environmental/Working Conditions
Works inside and outside with possible exposure to environmental elements, such as inclement weather, dust, noise, chemical and/or chemical fumes. Duties require occasional on-call and/or off hours work and local travel.
Equipment Used
Telephone, FAX Machine, personal computer, cleaning cart, cleaning supplies, vacuum, carpet cleaner, snow shovel, snow blower, hand and lawn tools, power tools, hand dolly, step and extension ladder.
The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
Why Join Summit?
Be part of a team that values excellence and member experience. Enjoy a role where your skills keep our facilities safe, functional, and welcoming.
EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business needs.
$44k-53k yearly est. 31d ago
Fabricator / Assembly / Mechanic
Orion Motors LLC 4.8
Glendale, WI job
Orion Motors LLC is a company specializing in camper van conversions and custom work. We perform final assembly of exterior and interior systems, such as windows, beds, seats, flooring, electronics, kitchenette, and interior finishing panels. We are looking for someone that can work in any of these areas. Since Orion Motors specializes in custom work, some flexibility is required since roles are not fully defined. Job responsibilities will vary from day to day. ******************
Location: Glendale, WI, 53209
PRIMARY RESPONSIBILITIES (functions, authorities, tasks, etc.)
• Use hand tools for finishing, measuring, cutting, assembly & finishing of vehicle components and sub-systems
• Variety of shop operations including painting, welding, mechanical assembly, wood working.
• Read simple drawings and CAD data.
• Set up, operate, and adjust a variety of wood & metal working machines such as bandsaws, mills, and lathes to cut and shape blocks, parts, and patterns, according to specifications.
• Perform handling of materials & jobs for unloading, crating, and machine set-up.
• Work safely, following all safety rules.
• Shop organization and cleaning upon completion of tasks.
• Special projects, other tasks & assistance as assigned.
COMPETENCIES (education, training, skills, and/or experience)
• Mechanical - Knowledge of wood & metal working machines & hand tools, including their design, uses, repair & maintenance.
Electrical - basic knowledge of wire harnesses and electrical components, 12V and 120V
Automotive - knowledge of automotive systems, and general diagnostics.
• Mathematics - Knowledge of shop mathematics, algebra, geometry & their applications.
• Interpersonal Skills - Must have a positive attitude and a problem solver. Ability to communicate with others, willing to listen, accept & follow instruction & ask questions.
• Attention to detail to ensure tasks are completed thoroughly and correctly.
• Ability to lift 50 lbs.
• Experience: Some shop experience, fabrication, or classes preferred. We will train to complete the required skill set, but some basic relevant experience is required..
• Education: High School Diploma or GED equivalent.
• Must be 18 years of age or older.
HOURS OF WORK: Full Time - M-F, 9:00-5:00.
WAGE: $25.00-30.00 / hour depending on skills and experience
SMOKING POLICY: No smoking is allowed in the building or in company vehicles.
DRUG / ALCOHOL POLICY: Pre-employment drug test required.
Respond to this posting. Submit your resume or list relevant work experience.
Please provide your name and contact information.
$25-30 hourly 1d ago
Office Manager
Equity Lifestyle Properties, Inc. 4.3
Sturgeon Bay, WI job
Join our team in the heart of Door County and help facilitate amazing experiences for our guests! As the Office Manager at our beautiful seasonal campground, you'll be a key player in keeping everything running smoothly. You'll lead daily office operations, support the Property Manager, and make sure every visitor leaves with great memories and plans to return.
Key Responsibilities:
· Oversee all front office operations, ensuring efficient daily workflows and exceptional guest service.
· Act as the primary point of contact for daily and seasonal campers-responding to inquiries, taking reservations, and resolving issues promptly both in-person and over the phone.
· Support the Property Manager with administrative duties such as scheduling, reporting, and ensuring corporate compliance.
· Handle financial tasks, including processing payments, deposits, and regular cash handling and balancing.
· Maintain organized records and seasonal camper files, keeping documents current and compliant with corporate and campground policies.
· Assist with seasonal site sales by contacting leads, managing waitlists, and coordinating with prospective campers.
· Communicate and coordinate with vendors, contractors, and service providers to ensure timely delivery of goods and services.
· Collaborate closely with the Park Manager to address guest feedback, identify process improvements, and deliver outstanding campground experiences.
· Maintain a welcoming office environment that reflects our values of hospitality, efficiency, and professionalism.
What We're Looking For:
· High school diploma or GED required, additional education in business, hospitality, or recreation management a plus.
· At least 1-2 years of experience in customer service, administrative support, or hospitality.
· Strong communication and interpersonal skills with a friendly, professional demeanor.
· Excellent organization, time management, and attention to detail.
· Proficiency with computers, reservation systems, and office software (training provided).
· Ability to multitask in a fast-paced, guest-focused environment.
· A team-oriented spirit and a genuine love for camping are a plus!
Why You'll Love It Here:
· Be part of a close-knit, upbeat seasonal team that values community and customer satisfaction.
· Enjoy working in one of Wisconsin's most scenic summer destinations.
· Gain valuable experience in both hospitality management and administrative.
$42k-56k yearly est. 5d ago
Lead Product Designer
Array 3.5
Raleigh, NC job
Lead Product Designer
Pay: $145,000 - $170,000/year + variable compensation
Experience: 7 to 10 years designing complex, workflow-heavy B2B SaaS products; shipped features used at scale.
Type: Full-time
Schedule: Monday - Friday
Array Corporation is seeking a Lead Product Designer to join a growing and dynamic team!
Array Corporation is building an AI frontline workforce management platform that does the opposite: we connect talent quality to production outcomes and share the upside with dynamic rewards. When people see how their work drives results and strong performance earns real rewards, retention becomes a flywheel. Businesses get consistency and predictability; workers get transparency, recognition, and a reason to stay.
As our first full-time design hire, you'll establish the foundational user experience - one where agents assist users to achieve measurable business outcomes. You will define the information architecture, build the design system and patterns, and set up a practical research cadence. You'll also design explainable, human-in-the-loop automation and create the link between effort and reward, unmistakably clear for recruiters, operators, and workers. Partnering with Product and Engineering across squads, the patterns you set will define how Array Corporation feels for years.
Job Description:
Own end-to-end product design across requisition, sourcing, scheduling, analytics, and incentives.
Define the platform's information architecture and intuitive navigation framework.
Build and implement a v1 design system, including tokens, components, and patterns.
Design trusted agent experiences with explainability, safe overrides, and clear decision logic.
Conduct lightweight UX research and convert insights into product improvements.
Partner with Product and Engineering to prioritize quick wins and long-term foundations.
Measure impact using shared success metrics and drive continuous improvement.
Use AI tools to accelerate design workflows such as variant exploration and spec generation.
Position Requirements:
Expertise in AI/automation UX, including explainability and user control.
Portfolio that displays storytelling abilities, primarily focused on measurable product outcomes.
Experience as the first designer or design lead in an early-stage startup is preferred.
Understanding of HR tech/recruiting/workforce or other multi-persona operations tools is a plus.
Strong systems-thinking mindset with proven information architecture experience.
Hands-on research experience with the ability to synthesize insights into clear recommendations.
Fluency in Figma and modern product development workflows.
Skilled in creating and scaling design systems across multiple teams.
Excellent collaboration skills with Product and Engineering partners.
Array Corporation is the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
$145k-170k yearly 4d ago
Private Credit Investment Analyst
Churchill Real Estate 3.2
Charlotte, NC job
As part of the Originations team, the Private Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space as well as assessing the underlying collateral of the project. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio.
Responsibilities:
Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants.
Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience.
Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite.
Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies.
Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements.
Maintain accurate and organized records of credit decisions and supporting documentation.
Stay informed of changes in regulations and best practices within the residential lending space.
Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions.
Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes.
Qualifications
Bachelor's degree in Finance, Business, Economics, or a related field.
3-5 years of experience in private real estate lending in underwriting, credit analysis or elated experience.
Strong analytical skills with the ability to interpret financial data and assess risk.
Knowledge of residential real estate markets and investment principles.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
$59k-91k yearly est. 5d ago
Senior Software Engineer
Caterpillar Financial Services Corporation 4.5
Cary, NC job
Your Work Shapes the World at Caterpillar Inc.
When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.
Role Definition
This position will serve as a Digitalization Expert to support enterprise-wide digitalization projects implementation at CCMC, with primary responsibility including advanced coding using high-level languages.
Key Responsibilities
Lead or Support Caterpillar Standard Systems Deployment
Lead or support the end-to-end deployment of enterprise digital standard systems, including requirement confirmation, plan formulation, system configuration, test execution, and go-live support.
Collaborate with cross-functional teams to align system deployment with business processes, ensuring 100% compliance with enterprise digital standards.
Establish and optimize the system deployment SOP to improve deployment efficiency and reduce post-go-live failure rates.
Current Systems Deep Dive to Extract Value for Full Use
Conduct in-depth analysis of the current systems application status, identify pain points in business processes such as data silos and inefficient operations.
Design and implement optimization solutions, including module function expansion, data integration with other systems, and custom report development to tap into potential value (e.g., reducing 20% of manual data entry workload).
Provide system application training and technical support to internal users, promote the deep application of system functions across the enterprise.
Transactional Process Efficiency Improvement through Digitalization
Lead the full lifecycle of RPA projects, from business process analysis to RPA robot development, testing, deployment, and maintenance.
Use RPA tools to develop stable and efficient robots and establish a robot operation monitoring mechanism to ensure 99%+ stable operation.
Collaborate with business teams to evaluate the ROI of RPA projects and continuously optimize existing RPA robots to improve automation coverage and business efficiency.
Advanced Statistical Modeling & Algorithm Development
Independently design and develop advanced analytical models based on business decision scenarios.
Proficiently use modeling tools and programming languages such as C++, C#, Python, SQL, and Excel, and conduct model validation to ensure model stability with prediction error controlled within 5% for core scenarios.
Translate complex model results into clear, business-oriented insights and actionable recommendations.
Create interactive data visualization reports/dashboards using tools like Power BI, enabling business leaders to intuitively grasp key indicators.
Track the implementation effect of model-driven decisions, summarize successful cases and improvement points, and form a closed-loop of "modeling-decision-implementation-optimization".
Document modeling methodologies, data sources, and decision logic, and compile best practices to promote the replication & application of data-driven decision-making in other departments.
Key Requirements
Bachelor's degree in Computer Science or related field.
Demonstrate good coding proficiency using high-level languages and be skilled in Power Bi, SQL, Python, C++, C# or other tools for data processing and visualization.
Excellent strategic thinking ability and a broad, enterprise-wide outlook.
Demonstrate strong planning and organizational skills.
Good cross-functional communication and coordination skills to effectively promote team collaboration.
Additional information
The position requires the candidate to work a 5-day-a-week schedule in the office.
Posting Dates
November 24, 2025 - December 8, 2025
Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply.
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$97k-122k yearly est. 3d ago
Chief Executive Officer - Common Wealth Charlotte
Kentucky Society of Association Executives Inc. 3.5
Charlotte, NC job
This is a unique leadership opportunity to steer a highly esteemed, community-focused nonprofit organization in Charlotte, NC, into its next stage of growth and influence. With a foundation of robust financial health, a committed team, and an active Board, the organization is well-positioned to enhance its local impact and expand its reach.
As only the second CEO following the founder, you will inherit a remarkable legacy and face the exciting challenge of guiding its evolution with strategic vision and innovative approaches. You will advance the mission, cultivate organizational resilience, and ensure operational excellence with disciplined execution and a community-first mindset. Reporting to the Board, you will steward the organization's historic strengths while positioning it for future relevance and sustainability. You'll inspire staff, volunteers, partners, and donors as a trusted and collaborative leader rooted in Charlotte's dynamic nonprofit ecosystem.
Responsibilities / Ideal Candidate Profile
Aligned with Common Wealth Charlotte's (CWC's) leadership framework, the ideal candidate will bring skills paired with key responsibilities:
Cultivate philanthropic support and diversify revenue streams.
Expand organizational funding and deepen donor engagement leveraging strategic and creative approaches to support existing program operations and regional expansion.
Strengthen CWC's community presence to garner new opportunities.
Anticipate and shape the future with bold, adaptive thinking.
Implement transformative strategies-balanced by humility and collaboration.
Design and implement a multi-year strategic plan aligned with CWC's mission, funding, and community needs.
Energize and engage CWC's staff, board members, volunteers, event committees, alumni, partnering organizations, and funders, fostering a sense of team focused on unified goals.
Lead with a deep commitment to community and mission, empathy, inclusivity, authenticity and cultural competency.
Coach, lead, develop, and retain Common Wealth Charlotte's senior leadership team.
Collaborate with the board to ensure strong organizational stewardship, deep board engagement in leading the strategic direction of local operations, and an effective board recruitment and onboarding process.
Cultivate a mission-aligned culture committed to staff development and excellent board governance grounded in authenticity and transparency.
Demonstrate and leverage expertise in nonprofit financial and operational management.
Utilize a data-driven approach to aligning resources for mission impact while sustaining organizational health.
Implement a trauma-informed approach to core financial literacy programs.
Ensure ongoing programmatic excellence, rigorous evaluation, and consistent quality in finance, administration, fundraising, communications, and systems. Recommend timelines and resources needed to achieve strategic goals.
Oversee systems that track progress and growth, regularly review programs, and share results with the board, funders, and partners.
Inspire the community with compelling stories and relational gravitas, rallying support and expanding partnerships throughout Charlotte's civic and philanthropic circles.
Build cross-sector coalitions anchored in trust and shared purpose.
Deepen and refine all aspects of communications-from web and social media presence to external relations-with the goal of creating a stronger brand.
About the Organization
Founded in 2015, Common Wealth Charlotte empowers economically vulnerable wage earners across Charlotte-Mecklenburg with the financial capabilities needed to achieve stability and reduce dependence on charitable assistance. CWC uses a trauma-informed approach-offering education, personalized financial counseling, access to banking, and 0%-interest loans-to catalyze upward economic mobility and foster hope and resilience.
Programs include workshops and one-on-one counseling conducted by certified financial educators throughout the region. Clients have seen average credit score improvements of 86 points after a paid in full CWC loan, reflecting meaningful impact. CWC offers 0% interest loans that help clients avoid predatory financial institutions.
Want to know more? Visit Common Wealth Charlotte's website at: **************************************
Additional Preferred Attributes
Authentic, grounded, and values-driven: Models integrity and transparency in every interaction, serves as a trusted voice within the community, and demonstrates consistent alignment of decisions with mission and values.
Relational, curious, and deeply rooted in Charlotte's community. Invests in building meaningful connections, shows genuine curiosity about the perspectives and needs of others, and maintains a strong presence in the civic and cultural life of Charlotte.
Committed to equity, inclusivity, and cultural competence: Affirms diversity while actively working to remove barriers, foster inclusive practices across the organization, and ensure programs reflect an equitable approach to serving the community.
Adaptive and resilient: Navigates uncertainty with confidence, adjusts strategies when needed, and leads the organization with steadiness and optimism during times of change.
Inspirational communicator: Connects with people across diverse backgrounds, inspires trust and hope, and articulates a compelling vision that motivates staff, volunteers, donors, and community members.
Application
Think you are the next Common Wealth Charlotte CEO?
To apply, visit *********************************** The application will request a compelling cover letter, resume, salary requirements, and professional references. Please note that phone calls are not accepted, and submissions must be made via the portal. For support, contact ***************************.
Compensation
The salary range is $110,000 to $120,000, commensurate with experience. Benefits include a bonus plan up to 10% of base salary (based on performance), contributions towards retirement and qualified health plans, including paid time off.
The organization is an equal employment opportunity employer and actively seeks a diverse applicant pool-regardless of race, color, national origin, religion, disability, gender, gender identity, sexual orientation, or age.
About Armstrong McGuire
Armstrong McGuire is a national executive search, fundraising, and strategic advising firm that believes in unlocking the potential of nonprofit leaders and the communities they serve. Founded in 2004, our diverse team of advisors work with clients and leaders to align strategy, optimize operations, build capacity, and lead nationwide searches that bring supremely talented individuals to high-impact organizations. Learn more about our services in talent acquisition, fundraising counsel, and strategic planning.
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$110k-120k yearly 1d ago
Leak Proof Welder - 3rd Shift
Eaton Aerospace 4.0
Waukesha, WI job
Eaton's ES AMER ESS division is currently seeking a Leak Proof Welder - 3rd Shift to join our team on Badger Dr. in Waukesha, WI! is $26.25 per hour + $2.50 per hour shift premium. The core hours are 11 pm - 7 am. Overtime may exceed these hours and be mandatory at times.
Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations.
This position is offering a sign-on bonus of $3,000* paid in two installments, less applicable withholding.
*Bonus terms:
Bonuses are being offered for a limited time only. Applications must be submitted on or after January 1st, 2025 to qualify.
Bonuses are only applicable to specific job types and shifts; additional terms and conditions may apply.
Associates must be employed at the time of the payout.
Why work at Eaton? Below are a few of the outstanding benefits we offer:
Health benefits and vacation time - available to use on day one of your employment!
Paid holidays - up to 12!
Weekly pay
Shift premiums - $2.50/hr for off shifts & Opportunities for overtime.
Career progression opportunities to cross-train in different departments and increase compensation.
Retirement benefits, Paid Parental Leave, Educational Assistance Program, Wellness Reimbursement, and more!
What you'll do:
Leak-proof welders operate a pulse welding machine, stud welder, cutting torch, plasma cutter, grinder, and jib crane to assemble 3 phase/Switch module/Regulator tanks with leakproof seams. Welders also check parts against blueprints for proper dimensions and locations and know how to use fixtures and jigs. Finally, welders sign off on safety and quality checklists.
In this function, you will:
Check material specifications and dimensions on shop orders and prints against customer specifications for accuracy.
Cut and trim material using oxygen-acetylene torch and plasma when required.
Assemble component parts to front plates checking part numbers and locations against blueprints. Splice multiple pieces of material to make up front plate and other tank components.
Check corrugate for the proper size of volutes.
Assemble and welds front plate, tank bottom, and tank body, including corrugate, providing all leakproof seams.
Grind excess weld from seams, edges, and gasket seats to improve the fit of parts. Scrape and wipes down unit to ensure it meets applicable customer requirements.
Set tank on conveyor line, stamping with the employee identification number.
Attach shop orders to the units with initials signed on it.
Operate jib and bridge crane to move and position heavy parts and assemblies.
Assist co-workers with the assembling and tipping of large units.
Abide by Product Quality Guidelines and all weld quality standards.
Qualifications:
Required (Basic) Qualifications:
High School education or GED from an accredited institution required
Completion of a 1-year Technical School diploma from an accredited institution AND/OR a minimum of 2 years of welding experience in mig and arc welding
Must be able to work in the United States without corporate sponsorship now and in the future
No relocation benefit is being offered for this position. Only candidates within a 50-mile radius of the work location will be considered. Active-Duty Military Service member candidates are exempt from the geographical area limitation.
Skills:
Ability to successfully complete Eaton's Power Systems weld test with a score greater or equal to 80%
Ability to lift up to 50 LBS; bend, twist, grab, reach, stand, walk, push, pull, use both hands to lift and lower materials, and perform all other essential duties with or without reasonable accommodations
Ability to work overtime when required.
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#LI-SK1
We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.
Eaton considers qualified applicants regardless of criminal histories, consistent with local laws. To request a disability-related reasonable accommodation to assist you in your job search, application or interview process, please call us at 1-800-###-#### to discuss your specific need. Only accommodation requests will be accepted by this phone number.
We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.
$26.3 hourly 6d ago
Credit Analyst
Churchill Real Estate 3.2
Charlotte, NC job
As part of the Operations team, the Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio.
Responsibilities:
Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants.
Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience.
Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite.
Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies.
Work closely with underwriters and credit risk managers to ensure thorough and accurate risk assessments.
Monitor loan portfolio performance and report on trends or emerging risks.
Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements.
Maintain accurate and organized records of credit decisions and supporting documentation.
Stay informed of changes in regulations and best practices within the residential lending space.
Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions.
Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes.
Qualifications:
Bachelor's degree in Finance, Business, Economics, or a related field.
2-4 years of experience in credit analysis, preferably within the residential lending or real estate sector.
Strong analytical skills with the ability to interpret financial data and assess risk.
Knowledge of residential real estate markets and investment principles.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
$56k-86k yearly est. 4d ago
Commercial Building Insurance Loss Control Expert
Amalgamated Insurance Underwriters 4.5
Charlotte, NC job
Amalgamated Insurance Underwriters is a young, rapidly growing and successful property and casualty insurance wholesaler. We market exclusively to retail agencies across the US and have developed a niche habitational program with a unique selling proposition.
Our niche product holds a strong position in the marketplace as:
Our exclusive property program is limited to well-managed multi-family properties.
Our rates are 15% - 2% below market, quoting and binding is superfast and easy, and coverage is provided by Lloyd's of London.
Our growth is driven by building relationships with commercial P&C insurance agents across the country.
Our program has literally been selling itself (with 23,000 units in the first year and growing).
Job Description
Responsibilities
Serve as a Subject Matter Expert regarding building and construction best practices, safety measures and loss control mitigation techniques for potential and existing customers as well as management.
Produce safety surveys, safety audits, and reports of loss control
Evaluate client properties, identify exposures to loss and make clear recommendations to mitigate those risks.
Consult - on a case by case basis - with landlords and produce tailored loss control solutions for individual properties and portfolios.
Maintain a very strong base of knowledge regarding the latest loss mitigation techniques,staying current with industry trends and expert insights.
Develop specifications and requirements for potential customers to enter our program.
Follow up to ensure that scope of work agreements have been satisfied.
Qualifications
Requirements
Deep (8+ years) of practical building and / or inspection and best practice experience (we are looking for someone who knows what works in the field- not just what is taught in a textbook).
Knowledge of commercial lines underwriting and loss control concepts
Prior experience conducting surveys or evaluations on commercial property a strong plus.
A willingness to travel to client sites (at least 10 days per month)
Excellent interpersonal skills as you will be consulting with different types of clients from different locales and cultures.
A Certificate in Safety Management (CSM) or Certified Safety Professionals (CSP) is preferred though not required.
Additional Information
This position can be based across the United States (proximity to a large airport hub is helpful as the candidate will travel extensively.
Business Development Manager - Real Estate Sales Role
Compensation: Top performers will earn between $88,000- $110,000 annually (base+commission)
Employment Type: Full-Time - Hybrid Role based out of Raleigh, NC
MasterKey Property Management is seeking a strong salesperson with a real estate background looking to join a great company.
Your days will be spent meeting with and prospecting owners of rental properties with the goal of helping them understand the power of working with a professional property manager like MasterKey Property Management.
The Business Development Manager (BDM) at MasterKey Property Management is responsible for making great first impressions with potential clients. All new leads and referrals will be introduced to the BDM so that they can ensure that they are a good fit for the company, and to communicate the unique capabilities and outcomes that MasterKey Property Management delivers. Over time, the BDM will become a foundation of our most legendary customer success and service stories. The BDM is both a filter that saves the company from taking on misfit clients and a magnet that will attract perfect-fit clients for years to come.
Responsibilities:
Respond to inbound leads quickly and effectively
Execute outbound strategy and continuously develop new relationships with key partners
Meet with, and educate, qualified prospects on our residential management services
Qualify and convert prospects into clients for our service
Complete the necessary forms and paperwork to onboard new properties
Manage a robust and dynamic pipeline within our CRM with current notes and statuses
Learn our unique policies and procedures and relevant real estate laws
Build relationships with prospects and nurture them to create new property management opportunities
Establish and maintain relationships with industry influencers and key strategic partners within the Raleigh metro area.
Network extensively to create business opportunities, including attending industry events, social gatherings, and community events relevant to real estate.
The right candidate will possess the following competencies:
Responsive
Great Listener
Clear Communicator (on phone, over email and in person)
Consistent Performance
Fast Learner
Real Estate or investment experience is preferred
Real Estate license is not required
Strong market knowledge of the Raleigh metro area real estate environment
Excellent networking, communication, and negotiation skills
Capacity to build rapport and foster collaborative relationships
Here are some benefits of joining MasterKey Property Management:
You'll be selling the best product in town:
While there are many property management companies, we have invested the time to design a uniquely attractive product that the market is looking for.
This role offers a high degree of autonomy. This is a results-driven position that requires a self-directed and committed professional.
You will be offered an abundance of training, coaching and mentorship on industry best practices and sales skill development.
Paid Holidays, Paid Sick Leave, Paid Time Off
Health Benefit Plan- Blue Cross (Medical, Dental, Vision)
Mileage Reimbursement
Opportunities for advancement within the network of providers
Qualified candidates will have reliable transportation and a valid driver's license to attend meetings and events.
$88k-110k yearly 5d ago
Engineer
CTC 4.6
Liberty, NC job
Job Title: Engineer
Job Type: Contract
Founded in 1996, CTC is a global IT services, Consulting and Business Solutions partner dedicated to helping organizations innovate, optimize, and grow. With over 2,000 professionals worldwide, we support more than 100 clients in transforming complex challenges into lasting competitive advantages.
What you'll be doing
Participate in daily written and verbal reports up to Senior Manager level.
Developing process plans for battery production lines within the Battery PE department with direct support from the Manager.
Working in a collaborative team environment (supporting other Engineers, Construction Management Group, Technicians, Vendors, General Contractors, etc.) to achieve project milestones.
Equipment procurement, installation planning to execution, commissioning, pre-production trials, and launch of battery production lines.
Participate in advanced cleanliness protocols (clean room) necessary for assigned area of battery manufacturing.
Lead and/or support equipment trials at vendors prior to shipping and on the manufacturing floor after installation ensuring all targets are met for safety, quality and productivity.
Punchlist item identification, root cause analysis, and countermeasure management
KPI summarization, mass-production handover, and production issues support
Cross-functional team engagement (domestic and international) to discuss open items and key project schedules/milestones.
Creating and maintaining detailed schedules for assigned areas.
Maintain budgets for assigned areas.
Completing internal and external training
What you bring
Bachelor's degree or higher in Engineering or similar technical field.
3+ years of equivalent professional experience in a manufacturing environment.
Experience in production preparation and execution of capital projects, preferably from initial strategy planning to the start of mass production.
Project management experience dealing with capital investments greater than $0.5M.
Experience in creating and maintaining detailed schedules including milestone achievement for manufacturing equipment installation.
Ability to read and interpret 2D drawings including building facilities and process equipment drawings.
Proficiency with Microsoft Office products (Word, Excel, PowerPoint, etc.).
Proficiency with 2D and 3D drafting software such as AutoCAD.
PLC experience including the ability to Read, interpret and modify.
Ability for business travel, both domestic and international up to 10%.
Ability to work weekends, holidays, and shutdown periods (such as July and December shutdown) as needed, based on project condition and schedule.
SQL / Oracle or other database experience.
Experience with Cisco networks and maintain a machine network.
Experience using Ignition for programming Andon visualization and other tools.
Added bonus if you have
Mitsubishi PLC Programming experience
SCADA Systems experience
MES experience
Experience with Kepware software or similar SCADA Data systems
$83k-125k yearly est. 3d ago
Investment Banker, Vice President - Fund Solutions
Wells Fargo 4.6
Charlotte, NC job
**Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
**About this role:**
The Fund Finance team provides fund-level financing to private equity funds and other asset managers through structured credit facilities. Fund Finance is part of the Corporate and Investment Bank (CIB). Team members support our focus on building strong customer relationships balanced with a strong risk mitigation and compliance-driven culture that firmly establishes those disciplines as critical to the success of our customers and company.
As part of the broader Fund Finance team, the Fund Solutions team focuses on providing asset managers differentiated Fund Finance products spanning across Net Asset Value (NAV) financing, Structured Products (Collateralized Fund Obligations/Feeders), Advisory Services and Capital Raising Solutions. The Fund Solutions product set spans across a wide array of financing and capital raising solutions which may be suitable for the bank's balance sheet and/or distribution to the growing non-bank lender universe (e.g., Insurance Companies and Private Credit Investors).
Fund Solutions is looking for an experienced Vice President to lead the origination, structuring and execution of Fund Solutions products. This role will spearhead the origination, structuring and portfolio management of NAV lending transactions. The candidate's responsibilities will also span across the broader Fund Solutions body of work, including: pitching clients and business development, content creation, structured product execution, credit underwriting, rating agency work, portfolio management, transaction distribution/syndication, and internal policy development and refinement. Given the breadth of the Fund Solutions product set, the team is searching for a dynamic candidate with the ability to think independently and help build a fast-growing team within Fund Finance.
**In this role, you will:**
+ Lead the development and execution of Fund Solution's NAV lending strategy, inclusive of originating and maintaining a portfolio of primary and secondary NAV transactions.
+ Work with clients to understand financing needs and provide tailored solutions including structuring transaction deal terms and corresponding term sheets;
+ Lead due diligence reviews including evaluating financial statements, fund documents and legal agreements;
+ Run client due diligence meetings;
+ Write detailed credit and approval committee memos, both independently and in partnership with deal team members;
+ Lead negotiation of legal documentation with the support of internal and external counsel;
+ Assist with transaction distribution/syndication to non-bank lenders, including developing syndication strategy and partnering with lenders to understand transaction details;
+ Negotiate, structure, and execute amendments and other facility modifications;
+ Ensure completion of all Fund Solution's required Annual reviews;
+ Maintain oversight of the Fund Solutions credit portfolio, inclusive of internal credit ratings, transaction performance, underlying asset trends, and collection/verification of all on-going reporting;
+ Lead the buildout and ongoing monitoring of credit portfolio analysis, including creating a quarterly trends report and summary performance of each loan;
+ Manage and refine Fund Solution's lending framework/policy, underwriting procedures, and partnerships with internal groups across Wells Fargo (including Sponsor Portfolio Management);
+ Partner closely with Wells Fargo Independent Risk Management on transactions and portfolio construction.
**Other General Responsibilities:**
+ Create pitches/term sheets across the Fund Solutions product set, which are often in PowerPoint format;
+ Assist with structured product organization, including structuring and distribution;
+ Partner on NAV advisory engagements;
+ Work closely with rating agencies to obtain debt ratings;
+ Partner with analysts and internal partners to manage internal compliance, booking, and funding processes;
+ Be a leader in the Fund Solutions team, including driving a positive culture, recruiting, and advocating for the team.
**Required Qualifications:**
+ 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience with originating and monitoring subscription facilities, NAV facilities, asset backed finance facilities, leveraged cash flow lending facilities, securitizations, or other structured products is strongly preferred.
+ Knowledgeable of private capital, fund finance, and structured finance industries including structure (e.g. waterfall, amortization profile, etc.), investment strategies, cash flows, performance metrics, and various product use cases.
+ Strong analytical skills with high attention to detail and accuracy.
+ Experience creating pitchbooks in Microsoft PowerPoint.
+ Ability to manage a high-volume workload while maintaining excellence and consistency of work. Ability to quickly change focus and stay organized is a must.
+ Ability to work effectively, as well as independently, in a team environment.
+ Excellent verbal, written, and interpersonal communication skills.
+ Experience reading, negotiating, and/or interpreting legal documents.
+ High level of personal motivation. Does more than what is asked for and anticipates questions/issues.
+ Direct client interaction experience, including some experience interacting with senior decision makers.
+ Willingness to work 50+ hours per week, depending on workload.
**Job Expectations:**
+ Ability to travel up to 25% of the time
+ Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
+ Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
+ Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
+ This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
**Posting Locations:**
+ 550 S Tryon St., Charlotte, NC
+ 500 W 33rd St., New York, NY
**Base Pay:**
+ Base pay for this position in New York City is $250,000 USD
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$185,000.00 - $300,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
25 Jan 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-481774
$93k-140k yearly est. 7d ago
Assistant Treasurer
Live Oak Banking 3.8
Wilmington, NC job
About Us
Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America's Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak, we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream.
How This Role Impacts Live Oak and its People
The Assistant Treasurer is a key member of the Treasury team responsible for the bank's daily and strategic liquidity management, investment portfolio oversight, capital planning and enterprise-wide liquidity and capital stress testing, and the development and execution of the bank's derivatives and hedging program. This role will manage critical third-party and regulatory relationships, including internal/external audit partners and bank examiners, and will collaborate with ALCO and key stakeholders across the bank to maintain a strong, resilient balance sheet in all market environments.
What You'll Do at Live Oak
Liquidity Management & Funding
Own daily, weekly, and monthly liquidity positioning and forecasting, including cash flow projections, wholesale funding plans, and operational liquidity buffers
Optimize funding mix across core deposits, brokered deposits, FHLB and Federal Reserve capacity, correspondent lines, and capital markets alternatives
Maintain and monitor internal liquidity metrics (e.g., coverage ratios, stress outflows) and ensure alignment with risk appetite and policy limits
Prepare materials and recommendations for ALCO on liquidity strategy, contingency funding plans (CFP), and early warning indicators
Investment Portfolio Oversight
Co-manage the bank's investment portfolio, including security selection, risk/return analysis, duration positioning, convexity, and prepayment modeling
Execute purchase/sale decisions, evaluate swap strategies around the portfolio, and manage portfolio within established risk tolerances for price sensitivity and liquidity objectives
Oversee fair value, OTTI/CECL considerations for securities, and work closely with Finance on accounting, reporting, and disclosures
Capital Planning & Stress Testing
Manage capital planning processes, including forecasting, stress testing integration, and alignment with board/regulatory expectations and strategic objectives
Lead end‑to‑end liquidity and capital stress testing processes (idiosyncratic and market-wide scenarios), including assumptions, data integrity, model governance, and result synthesis
Produce actionable insights for ALCO and executive leadership-linking stress outcomes to contingency actions, funding capacity, and capital planning
Partner with Risk and FP&A to integrate stress results into budgets, strategic plans, and regulatory submissions
Derivative & Hedging Programs
Assist with the Design, implementation, and operation of the bank's derivatives and hedging program, with an initial focus on back‑to‑back interest rate swaps for commercial borrowers, in collaboration with a leading third-party advisory firm
Establish product governance and controls, pricing frameworks, hedge accounting documentation, counterparty onboarding/ISDA, and collateral management, leveraging external expertise to ensure best practices
Coordinate front‑to‑back processes (origination, execution, confirmation, accounting, and reporting) to ensure operational excellence and strong internal controls
Collaborate with Treasury team to evaluate and implement balance sheet hedges to manage IRR within policy
Audit, Examination & Governance
Serve as primary Treasury liaison to internal audit, external auditors, and regulatory examiners (FDIC, Fed, NCCOB), ensuring readiness, transparency, and timely remediation
Maintain strong policy frameworks for capital, liquidity, IRR, investments, derivatives, and model risk, and ensure compliance with applicable guidance and accounting standards
Drive continuous improvement in Treasury processes, data quality, controls, and documentation standards
Leadership & Collaboration
Foster a strong team culture within Treasury and Finance by sharing knowledge, supporting peers, and collaborating on projects to achieve collective goals
Lead and develop direct report(s), setting clear objectives, coaching, and supporting professional growth
Build strong partnerships across Small Business and Commercial Banking, Credit, Finance, Enterprise Risk, Operations, Legal, Compliance, and Technology to deliver integrated treasury solutions
Prepare and present high‑quality materials for ALCO, senior management, and the Board
Ability to communicate complex treasury, liquidity, and market-risk concepts clearly and effectively to executive management, the Board, and cross-functional partners
Maintain a high standard of regulatory awareness including BSA, AML, CIP, and OFAC
Required Experience
Bachelor's degree in Finance, Economics, Accounting, or related field
7+ years of progressive treasury, balance sheet management, or capital markets experience in a commercial bank or similar financial institution, experience at a mid-size bank (>$10Bn assets) preferred
Working knowledge of regulatory frameworks (liquidity, capital, IRR) and model risk governance
Executive-ready communication, analytical rigor, attention to detail, project management, and ability to lead cross-functional initiatives
Strong Microsoft Office skills (Advanced Excel)
Proven ability to manage multiple priorities and deadlines in a fast-paced environment
Preferred Experience
Advanced degree or professional certification (MBA, CFA)
Experience in a high-growth or digitally focused bank environment
Hands-on experience executing balance sheet management transactions (funding, investments, derivatives)
Background in enterprise-wide stress testing and scenarios analysis (DFAST)
Experience with treasury systems (e.g., Empyrean or similar ALM platforms)
Familiarity with U.S. GAAP (hedge accounting)
Our Values
Dedication: Possess a deep commitment to Live Oak Bank's mission and core values, exemplified through a strong work ethic, adaptability and pride in your work.
Ownership: Take initiative to deliver positive results by proactively and creatively solving problems, while maintaining a high degree of quality.
Respect: Treat everyone with courtesy, politeness, and kindness.
Innovation: Embrace fresh ideas and fearlessly contribute new solutions to emerging or existing problems.
Teamwork: Foster collaboration, accountability, and trust with others and understand that together, we do more
For a detailed overview of our employee benefits please visit: ***********************************
Live Oak Bank is an Affirmative Action and Equal Opportunity Employer, Minorities/Women/Veterans/Disabled. We consider applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran status or disability. Equal access to programs, service and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources at ***************************.
EEO is the Law
The base pay range for this position is $169,620.00 - $236,440.00 per year. Compensation may also include annual bonuses and long-term incentives, subject to various metrics and company policy. A candidate's salary is determined by several factors including travel, relevant work experience or skills and expertise.
Please note that we provide at least the minimum requirement of paid sick leave to our employees who reside in states that require employer-paid sick leave, including but not limited to Arizona, California, Colorado, District of Columbia, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, Oregon, Rhode Island, Vermont, and Washington.
$79k-97k yearly est. Auto-Apply 3d ago
Managing Director Underwriter Port Manager MMB
First Citizens 4.8
Charlotte, NC job
The Managing Director, Underwriting Portfolio Manager - Middle Market Banking is responsible for the leadership and development of Middle Market Banking operations. Creates business strategies that enhance service capabilities, operational efficiency, and regulatory compliance. Develops and implements best practice methodologies across the department. Establishes strong productive partnerships between business partners to facilitate daily operations. Develops and executes new initiatives, directing all planning and training efforts to achieve project success. Provides personal leadership and expert direction on all processes, systems, and policies within the division.
Responsibilities
Strong middle market finance experience with both privately-held and public companies, thorough understanding of credit analysis, financial modeling, structuring, guarantor analysis, deal terms and the ability to communicate credit recommendations with senior management. Deep credit product knowledge ranging from senior secured lending with recourse to owner-occupied real estate, and enterprise value financings.
Responsible for managing Middle Market Banking (MMB) Underwriting & Portfolio Management activities, processes (excluding reporting), and related personnel for the group. Collaborate with the MMB Business Unit Head, Relationship Managers and Credit Partners on evaluation and assessment of prospective relationship-oriented credit opportunities:
Interface effectively with key partners:
MMB Relationship Specialist team to coordinate collection of reporting information from clients and prospects as well as other client facing activities
Lending Middle Office's MMB coverage team for new deal closing and material amendment booking and AML/KYC activities
Oversee deal vetting, structuring, term sheet issuance, Credit Approval Memo quality, loan document negotiation, approval and closing, and post-close loan modifications, extensions, portfolio monitoring, and ensuring risk rating accuracy.
Run / coordinate the underwriting process from initial client discussions, all the way through closing, including working closely with relationship managers, underwriting team, credit partners, middle office team, compliance managers and legal counsel.
Actively participate in all credit approval request meetings with MMB SCO's and/or MMB CCO
Propose revisions as needed to the Middle Market Banking Credit Standard
Advise leadership of adverse borrower developments in a timely mannert> Manage periodic Portfolio Management deliverables as required, including quarterly portfolio reviews, as well as Audits, Exams, and Ad-hoc requests
Interface with Borrowers, Agent Banks, and Third Party Intermediaries
Interaction with Regulatory Agencies and FCB Senior Management
Travels to and meets with all regional MMB teams 2-3 times per year
Ensures professional development and training for all UW/PM colleagues
Possesses a player-coach mentality and knows how to balance team/individual empowerment versus direct involvement.
#LI-NK1
Qualifications
Bachelor's Degree and 10 years of experience in Credit Analysis, Portfolio Management, Credit Underwriting, Risk Management OR High School Diploma or GED and 14 years of experience in Credit Analysis, Portfolio Management, Credit Underwriting, Risk Management
Preferred:
Bachelor's or Master's degree in Business, Economics or Finance, Accounting or MBA.
Completed courses relevant to business and financial analysis.
15+ years of Middle Market and/or Mid-Corporate Banking UW & PM experience
Demonstrated effective leadership of teams in multiple locations nationwide
Completion of a formal credit training program
10 years of banking experience at a Large Financial Institution (LFI)
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
#J-18808-Ljbffr
$143k-215k yearly est. 3d ago
Strategic Execution & Operations - Business Execution Consultant
Wells Fargo Bank 4.6
Charlotte, NC job
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About this role:
Wells Fargo is seeking a Business Execution Consultant to participate in resolution of critical regulatory priorities.
Strategic Execution & Operations (SEO) Central Hub drives accountability, standardization, and transparency for enterprise execution of the Company's most pressing regulatory priorities by defining, maturing and monitoring governance routines for all stakeholders. This role will support program operations with regard to closure processes, artifact management and document preparation for external reviews.
In this role, you will:
Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
Determine areas of strength or Business Execution opportunity within defined scope of work
Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
Utilize independent judgment to guide moderate risk deliverables
Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
Collaborate and consult with leaders and executive management
Provide work direction to less experienced Strategy and Execution staff
Participate in user acceptance testing of enhancements to the Program's artifact management system, QA of ad-hoc data files and periodic document migrations
Monitor, track and report on key program activities such as validations, document refresh, etc.
Become a subject matter expert in artifact management and assist program stakeholders with questions and production issues
Assist with maintaining Central Hub sharepoint sites to ensure information is relevant and current
Assist with document packaging for external reviews
Required Qualifications, US:
2+ years of Business Operations or Leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Proficiency with Microsoft tools particularly SharePoint and Excel
Experience creating pivot tables and performing data analysis in Excel
Experience working on a regulatory initiatives
Ability to influence effectively in a matrix environment
Experience interacting with management level in a consultancy capacity
Ability to articulate complex concepts in a clear manner
Ability to take complex topics and boil them down to the salient points for different key audiences
Strong organizational, multi-tasking, and prioritizing skills
Experience working on business cases, prioritization of initiatives, execution, management and resolution of risks and issues while ensuring initiative(s) are delivered within agreed timelines
Ability to turn preliminary or ambiguous information, ideas, or problems into well-defined plans, solutions, and test scripts
Experience administrating a SharePoint site and document / artifact management
Job Expectations:
Work location: 301 South Tryon Street - Charlotte. Expectation is to work in office a minimum 3 days per week per Company Hybrid standard.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
$71k-89k yearly est. 60d+ ago
Senior Universal Banker (Personal Banker)
Summit Credit Union Career 4.5
Summit Credit Union Career job in Hartford, WI
Are you looking to build your career in the finance and banking industry? Summit Credit Union provides an environment for relationship-building, collaboration, and resources for professional growth. In addition, get the day off on your birthday AND experience working for a top work place as voted by both Madison Magazine and the Wisconsin State Journal. We are currently seeking a Senior Universal Banker to work out of our Hartford branch.
As a Senior Universal Banker at our Hartford branch you get to work with our members to help them improve their financial lives. In this role, you facilitate collaborative interactions to analyze the member's current and future financial situation. You advise members in a variety of financial situations by recommending lending and deposit products, as well as, other services.
Ideal candidate will display excellent communication and interpersonal skills, ability to multitask and have previous lending and banking experience. You must be able to obtain an NMLS number.
Come join our team! Be part of something bigger! Summit Credit Union offers excellent benefits - including tuition and student loan reimbursement. Summit also has a fun, collaborative working environment and opportunity for career growth.
Essential Functions
Collaborates and advises members on finding the right solutions for their borrowing needs via multiple access points such as in branch, over the phone, and video appointments.
Provides education and consultation to members on loans.
Performs credit bureau reviews for members.
Accurately and efficiently interview members and input loan applications.
Extensive knowledge of all lending products.
Calculates lending ratios accurately.
Ensures all lending paperwork is accurately collected and processed.
Provides deposit solutions for members.
Has knowledge and advises members on all deposit products.
Opens savings, checking, certificates, IRAs and money markets for members.
Serves as a primary contact for new accounts and works to build relationships with all new members.
Utilizes Synapsys for on-boarding all new members.
Educates and assists members in other services such as debit card, online banking, mobile banking and online bill pay.
Identifies cross-selling opportunities through member interactions.
Makes appropriate referrals based on member needs.
Maximizes partner relationships (Lending Advisor, Sr. Lending Advisor, MLO, SFA) to deepen member relationships.
Educates members on other products such as Payment Protection, Guaranteed Asset Protection (GAP), Mechanical Repair Coverage (MRC), and Members Auto & Home Insurance Referral Program (MAH).
Build relationships and provides financial education through the use of cooperative values and excellent member service.
Meets with members and solidifies long-term relationships through use of rapport-building, mentor phrasing and thoughtful questions.
Consistently utilizes Consultative Communication Skills in all member interactions.
Identify member's goals and help them improve their financial lives.
Actively participates in member outbound calling activities.
Balances the benefit to both the members and the credit union in all interactions.
Provides excellent member service.
Coach the Member Service Teller by observing their member interactions and providing feedback on the referrals they are sending.
Utilizes service recovery when applicable.
Educate members about convenience service options such as online banking, mobile banking, and ATM access.
Job Specifications
High School Diploma or equivalent.
Bilingual candidate preferred.
One year as Universal Banker (preferred).
Have or be able to attain a Nationwide Mortgage Licensing System (NMLS) number.
Two years retail financial experience or working in a sales environment, previous lending experience preferred. Will consider higher education in finance/business/marketing in lieu of experience.
Excellent communication skills.
Working knowledge of basic business math, including ability to perform dividend, interest, payoff, equity and certificate penalty calculations.
Working knowledge of deposit accounts and loan products.
Ability to hear, assimilate and solve problems quickly, using a member service approach.
Ability to adapt to changing job responsibilities quickly and effectively.
Why Summit?
Voted top work place both by Madison Magazine and WSJ
Excellent health insurance
401K with match
Student loan pay back
Tuition reimbursement
Birthday PTO
Paid volunteer time
And more
At Summit we cover more ground, give more back and have more fun. Come be a part of something bigger!
At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit and business need.
$30k-35k yearly est. 3d ago
Fraud Analytics and Innovation Lead Analyst
Bank of America 4.7
Charlotte, NC job
Charlotte, North Carolina;Plano, Texas; Richmond, Virginia; Sun City West, Arizona; Boston, Massachusetts; Chandler, Arizona; Tampa, Florida; Chicago, Illinois; Jacksonville, Florida; Newark, Delaware; Phoenix, Arizona; Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.**
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**Job Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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**Job Summary:**
This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.).
This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors.
**Responsibilities:**
+ Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
+ Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
+ Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management
+ Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights
+ Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products
+ Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape
+ Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners
+ Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities
+ Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance
+ Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics
+ Identifies business trends based on economic and portfolio conditions and communicates findings to senior management
+ Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights
**Required Qualifications:**
+ Minimum 3 years SAS/SQL Coding knowledge and/or experience
+ Ability to manage multiple projects in a complex and rapidly-changing environment
+ Ability to work independently as well as part of a team
+ Demonstrate strong analytical skills
+ Previous risk/fraud analysis, strategy development, or related experience
+ Strong written and oral communication skills
+ Intellectually curious and willing to dive into complete issues\problems and solve
**Desired Qualifications:**
+ 5+ years of risk analysis, strategy development, or related experience
+ 5+ years of SAS or SQL Coding experience
+ Prior experience in Authentication, Fraud, Debit Card or other related risk fields
+ Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.)
+ Experience managing relationships and projects with external vendor partners
**Skills:**
+ Analytical Thinking
+ Business Analytics
+ Data and Trend Analysis
+ Fraud Management
+ Problem Solving
+ Collaboration
+ Innovative Thinking
+ Monitoring, Surveillance, and Testing
+ Presentation Skills
+ Risk Management
+ Data Visualization
+ Interpret Relevant Laws, Rules, and Regulations
+ Issue Management
+ Oral Communications
+ Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.