Sales Leader II - C&IB Group Manager
Sales leader job at The PNC Financial Services Group
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Sales Leader II C&IB within PNC's Commercial organization, you will be based in Charlotte, NC.
This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager's discretion.
Commercial Banking provides financial services, both in and out of PNC's branch footprint, to companies with sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and cultivate relationships will support building networks within the marketplace. You will serve as a strategic partner to clients by adding value and providing best-in-class products and business solutions. Your dedication to growing your portfolio through new and innovative approaches, while embracing continuous opportunities for improvement, will support you and your team's success. In addition, utilizing technology platforms to prospect, network and communicate will differentiate you from other bankers within the industry.Job Description
Manages and directs team(s) to achieve business results and customer experience goals. May have direct sales and client responsibilities and may manage both individual contributors and other managers. Oversees team(s)'s financial results. Has broader span of control than Leader I. Participates in and drives the development of goals and strategies.
Leads and influences to achieve the objectives of the team(s). Monitors business results/metrics and adapts sales strategies and tactics. Develops and oversees the execution of account and sales plans. May have direct sales and client responsibilities.
Manages risk/return and drives quality for new and/or existing clients. Actively identifies and may be responsible for higher and/or broader levels of risk management. Mitigates different types of risk, such as regulatory, reputational, operational, credit and human capital risks. Serves as an escalation point for risk management topics, coordinates problem solving and may have exception authority.
Manages effective network of senior internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Networks within the industry and may serve in a leadership role in the community, industry or market. Leads the team to bring the full range of PNC's products and services to the client. Assists other team members in developing their network. Leverages reporting and sales tools to proactively identify and coach team to successfully convert sales opportunities.
Develops team members while monitoring progress against goals. May support the development of other managers. Identifies high-potentials and creates winning teams. Motivates and develops staff, including acquiring and retaining top talent and managing performance-based issues. Effectively plans, organizes, directs, analyzes and evaluates staff and processes. Connects strategy to day-to-day activities and updates the team on a regular basis.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
Include Intentionally - Cultivates diverse teams and inclusive workplaces to expand thinking.
Live the Values - Role models our values with transparency and courage.
Enable Change - Takes action to drive change and innovation that will transform our business.
Achieve Results - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
Develop the Best - Raises the bar with every talent decision and guides the achievement of all employees and customers.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccount Management, Client Prospecting, Competitive Advantages, Customer Needs (Inactive), Customer Relationships, Identifying Sales Opportunities, Influencing Others (Inactive), Negotiation, Results-OrientedCompetenciesConflict Management, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Sales Management, Selling.Work ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry-relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a moderate to large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Auto-ApplyCapital and Transversal Risk Team Lead
Sales leader job at The PNC Financial Services Group
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Capital and Transversal Risk Team Lead within PNC's Market Risk organization, you will be based in New York, NY, Pittsburgh, PA, Charlotte, NC, Cleveland, OH, Washington D.C, or primarily based in a location within PNC's footprint.
The Capital and Transversal Risk Team Lead will establish and manage a cross-disciplinary team dedicated to strengthening Market Risk Management (MRM) execution and governance. The role provides strategic oversight of capital-related processes and ensures robust governance across regulatory and transactional activities.
The ideal candidate will be a hands-on leader with strong coordination skills, a deep understanding of CCAR, product lifecycles, and regulatory rules, and the ability to act as a central risk intermediary. This role requires a solid grasp of capital, market, credit, and liquidity frameworks; direct experience in transaction oversight and regulatory engagement; and the capacity to represent the function in key management and risk committees. The candidate will also be expected to actively participate in and contribute to all cross-disciplinary projects spanning Market Risk, ALM, Liquidity, and Capital Management.
Key Responsibilities for this role will be as follows:
* Capital Oversight & CCAR: Lead initiatives to enhance capital adequacy processes, ensuring full alignment with CCAR and other regulatory expectations.
* Annual Review Coordination: Oversee planning and execution of annual reviews across MRM frameworks, ensuring timely delivery, consistency, and governance approval.
* Securitization Oversight: Monitor and assess securitization transactions to ensure appropriate risk transparency, modeling integrity, and regulatory compliance.
* Prudential Regulation Compliance: Maintain adherence to evolving prudential standards, internal policies, and model governance requirements.
* Governance & Policy Streamlining: Simplify governance structures, harmonize policy frameworks, and enhance clarity across 1LoD and 2LoD interactions.
* New Transaction Analysis: Review and approve new or complex transactions, ensuring alignment with risk appetite, capital implications, and regulatory standards.
* Cross-Disciplinary Collaboration: Actively contribute to transversal initiatives across Market Risk, ALM, Liquidity, and Capital Management, ensuring a cohesive and consistent enterprise risk framework.
* Committee Representation: Represent Market Risk and the broader Risk Management function at key senior committees, providing informed perspective and challenge.
Preferred Qualifications Include:
* Advanced degree in Finance, Economics, Risk Management, Law or a related field.
* Minimum of 10 years of experience in capital markets, risk management, or regulatory oversight.
* Strong understanding of CCAR, Basel standards, securitization frameworks, and capital policy governance.
* Demonstrated ability to lead cross-functional projects, build consensus, and influence senior stakeholders.
* Excellent analytical, communication, and interpersonal skills, with proven ability to operate in a fast-paced, matrixed environment.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Establishes Line of Business vision and strategy, initiatives and activities associated with building, testing, and/or validation of quantitative models used for important business decisions and policies. Oversees robust and comprehensive model review testing and quantitative analysis in accordance with all applicable review procedures and lifecycle standards.
* Creates Line of Business vision and establishes strategies needed to develop new model frameworks.
* Oversees the most complex qualitative and quantitative assessments of all aspects of models including theoretical aspects, model design and implementation as well as data quality and integrity. Grants Line of Business approval on the reviews of complex reports and associated quantitative analysis. Validates existing models and assesses model risks.
* Evaluates identified model risks and reaches conclusions on strengths and limitations of the model. Reviews and approves the preparation and analysis of detailed documents for validation and regulatory compliance.
* Directs, motivates, develops and manages the performance of the management team and key staff.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Analytical Thinking, Credit Risks, Data Analytics, Financial Analysis, Model Development, Operational Risks, Quantitative Models, Risk Appetite
Competencies
Bank Quantitative Analysis, Consulting, Data Gathering and Reporting, Predictive Analytics, Quantitative Techniques, Regulatory Environment - Financial Services, Testing
Work Experience
Roles at this level typically require a university / college degree as well as a Masters degree, PhD, or certifications. Industry-relevant experience is typically 8+ years. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $125,000.00 - $276,900.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 11/25/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Associate - Modeling Analytics
Columbus, OH jobs
JobID: 210686953 JobSchedule: Full time JobShift: Day : Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate - Modeling Analytics, in the Credit Card Loss Forecasting within the Consumer & Business Banking (CCB) Risk Management group, you will be responsible for leading credit forecasting for the $220B credit card portfolio. This role requires strong data analytical knowledge and skills to generate short- and long-term loss forecasts and perform attribution analysis. The role encompasses all aspects of loss forecasting, including CCAR, CECL, Budgets, and Risk Appetite. This is an exciting opportunity to work on high-impact strategy initiatives as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.
Job Responsibilities
* Support analytical tools for risk assessment and stress credit evaluations to support annual stress testing, the Risk Appetite framework, and strategy integrations
* Participate in cross-functional communications with Risk Management, Finance, Marketing, and Collections to inform the forecast and incorporate strategic initiatives
* Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
* Create and present forecasts to senior management with a clear storyline and data support
* Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
* Be a self-motivated individual with the ability to work on multiple projects with limited guidance
* Spearhead best-in-class documentation and operational risk and audit controls surrounding loss forecasting and LLR
Required qualifications, capabilities, and skills
* Master's/Bachelor's degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
* Minimum 1 year of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
* Minimum 3 years of related analytical experience.
* Strong knowledge of Python, SAS, SQL, and MS Office required.
* Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
* Excellent oral and written communication and presentation skills.
Preferred qualifications, capabilities, and skills
* Advanced degree is preferred.
* Strong P&L knowledge and understanding of drivers of profitability.
* Knowledge of CCAR (Stress Testing) and CECL process
Auto-ApplyAsset Management - Intermediary Payment Transformation and Analysis Lead - Associate
Columbus, OH jobs
Join a dynamic role that is central to shaping our strategic vision, actively participating in product cabinets, and collaborating with stakeholders to define and execute a transformative roadmap. As an Intermediary Payment Transformation and Analysis Lead within Assessment Management you will be responsible for enhancing the oversight of our Intermediary Fee process, ensuring accuracy in analysis, reporting, and error resolution. You will play a crucial role in supporting the deliverables of JPMDS to the Funds Board and collaborating with Finance and Accounting to ensure data accuracy. This role is pivotal in building out a strategic target state as an active member of product cabinets and engaging with stakeholders across the organization to define and execute roadmap.
**Job responsibilities**
+ Oversee the fee reconciliation process, ensuring accurate payments and updates to fee information used for intermediary payments
+ Coordinate and summarize reports for the Funds Board, ensuring alignment with Finance and Accounting reporting
+ Gather and validate data from stakeholders for various reports (12b-1, Service Fee, and Sub-TA). Identify, research and rectify variances or errors
+ Lead error research and remediation
+ Spearhead process improvements, including oversight of vendor tool enhancements
+ Facilitate collaboration among teams for thorough data collection and ensure board reporting captures industry, regulatory, and compliance updates
+ Act as the project lead for fee-related items such as RFA, Aiviq migration, Terms Cloud, and Fee waivers
**Required qualifications, capabilities and skills**
+ Bachelor's degree required with a focus in Finance or Business
+ Minimum of 2 years relevant experience
+ Data focused decision making and quantitative analysis skills
+ Excellent attention to detail and ability to manage multiple tasks and priorities simultaneously
+ Proven end to end problem-solving skills
**Preferred qualifications, capabilities, and skills**
+ Knowledge of the Asset Management industry and mutual fund structures
+ Strong Microsoft Office application skills with a focus on Excel
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Insurance Sales Leader - Commercial Property & Casualty
Columbus, OH jobs
The Insurance Sales Leader Commercial Property and Casualty will recruit, retain, and actively coach insurance professionals in addition to direct responsibility for new business, retention and growth of their assigned team and region(s).
Duties and Responsibilities:
Execute Sales Strategy: Responsible for the execution of the annual sales plan; to include achievement of targeted growth and profitability for the line of business. Works collaboratively with the National Insurance Sales Leader and all other solution line sales leaders to create an executable annual business plan which increases and supports Huntington Insurance brand awareness across the footprint for their respective markets. Works collaboratively with the Sr. Managing Director, National Insurance Sales Leader, and Sales Enablement Leader to share market trends, recommend current and future growth industries, products, and solutions for their respective markets.
Client Engagement & Relationship Management: Develop strategies in support of internal bank partnerships (OCR). Provides high visibility and participation in assigned regions and creates an environment for deepening internal and external COI's by assigning the right sales colleagues to the right segments.
Implement Sales Process: Drives and monitors the implementation of the sales process.
Ensures, in partnership with the National Insurance Sales Leader, the OCR referrals are assigned to the most appropriate colleagues. Assist in facilitating the transfer when the underlying activity is not sufficient.
Instills routine management protocols to ensure activity supports producer sales goals.
Supports the new business submission and renewal strategies for prospects and customers in their region.
Manages pipeline and reporting, sales forecasting, sales analysis and performance tracking of assigned producers and market(s).
Optimize Sales Team Performance: Identifies and recruits high caliber sales professionals and service team members.
In conjunction with the National Insurance Sales Leader, assists with succession and growth planning on producer roles as well as talent pipeline.
Active involvement in the development and maintenance of a productive sales and marketing culture.
Resolve any conflicts between producers escalating to the National Insurance Sales Leader as appropriate.
Leads, coaches and mentor's direct reports and others on the sales process.
Performance Monitoring: Provides data in support and preparation of the monthly forecast calls and business reviews.
Perform other duties as assigned.
Basic Qualifications:
Bachelor's Degree
7+ years of leadership experience in Property & Casualty Commercial Lines working for a strong regional, or large national insurance brokerage firm.
Property & Casualty Insurance license (or must obtain within 90 days of role).
Other insurance licenses as needed.
Preferred Qualifications:
Strong Business Acumen with emphasis on Leadership, Sales Development and Client Service.
C-suite level executive presence with strong negotiation and consultative sales.
Proven record of success developing producers, growing revenues, and improving profitability.
Problem solving skills/ability to handle complex issues.
Ability to multi-task and meet tight deadlines.
High energy, results driven individual with strong coaching capability.
Strong organizational skills with ability to drive successful outcomes.
Ability to interact effectively with all levels across the organization.
Ability to thrive in a collaborative, team-oriented environment.
Ability to utilize Word, Excel and PowerPoint for presentations and analysis of information.
Familiarity of Agency Management Systems to easily access and analyze data. (Preference for Tableau, Sagitta and Vertafore).
Excellent written and verbal communication skills, including professional grammar and demeanor.
#LI-KB1
#INS
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyInsurance Sales Leader - Commercial Property & Casualty
Columbus, OH jobs
The Insurance Sales Leader Commercial Property and Casualty will recruit, retain, and actively coach insurance professionals in addition to direct responsibility for new business, retention and growth of their assigned team and region(s). Duties and Responsibilities:
+ Execute Sales Strategy: Responsible for the execution of the annual sales plan; to include achievement of targeted growth and profitability for the line of business. Works collaboratively with the National Insurance Sales Leader and all other solution line sales leaders to create an executable annual business plan which increases and supports Huntington Insurance brand awareness across the footprint for their respective markets. Works collaboratively with the Sr. Managing Director, National Insurance Sales Leader, and Sales Enablement Leader to share market trends, recommend current and future growth industries, products, and solutions for their respective markets.
+ Client Engagement & Relationship Management: Develop strategies in support of internal bank partnerships (OCR). Provides high visibility and participation in assigned regions and creates an environment for deepening internal and external COI's by assigning the right sales colleagues to the right segments.
+ Implement Sales Process: Drives and monitors the implementation of the sales process.
+ Ensures, in partnership with the National Insurance Sales Leader, the OCR referrals are assigned to the most appropriate colleagues. Assist in facilitating the transfer when the underlying activity is not sufficient.
+ Instills routine management protocols to ensure activity supports producer sales goals.
+ Supports the new business submission and renewal strategies for prospects and customers in their region.
+ Manages pipeline and reporting, sales forecasting, sales analysis and performance tracking of assigned producers and market(s).
+ Optimize Sales Team Performance: Identifies and recruits high caliber sales professionals and service team members.
+ In conjunction with the National Insurance Sales Leader, assists with succession and growth planning on producer roles as well as talent pipeline.
+ Active involvement in the development and maintenance of a productive sales and marketing culture.
+ Resolve any conflicts between producers escalating to the National Insurance Sales Leader as appropriate.
+ Leads, coaches and mentor's direct reports and others on the sales process.
+ Performance Monitoring: Provides data in support and preparation of the monthly forecast calls and business reviews.
+ Perform other duties as assigned.
Basic Qualifications:
+ Bachelor's Degree
+ 7+ years of leadership experience in Property & Casualty Commercial Lines working for a strong regional, or large national insurance brokerage firm.
+ Property & Casualty Insurance license (or must obtain within 90 days of role).
+ Other insurance licenses as needed.
Preferred Qualifications:
+ Strong Business Acumen with emphasis on Leadership, Sales Development and Client Service.
+ C-suite level executive presence with strong negotiation and consultative sales.
+ Proven record of success developing producers, growing revenues, and improving profitability.
+ Problem solving skills/ability to handle complex issues.
+ Ability to multi-task and meet tight deadlines.
+ High energy, results driven individual with strong coaching capability.
+ Strong organizational skills with ability to drive successful outcomes.
+ Ability to interact effectively with all levels across the organization.
+ Ability to thrive in a collaborative, team-oriented environment.
+ Ability to utilize Word, Excel and PowerPoint for presentations and analysis of information.
+ Familiarity of Agency Management Systems to easily access and analyze data. (Preference for Tableau, Sagitta and Vertafore).
+ Excellent written and verbal communication skills, including professional grammar and demeanor.
#LI-KB1
#INS
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Commercial Bank Sales Leader
Cincinnati, OH jobs
Job Description Preview The Commercial Sales Leader manages a team of Commercial Relationship Managers and administrative support to acquire new clients and expand the share of wallet of existing client portfolio of businesses within an assigned segment of the market. The Commercial Sales Leader will hire, train, coaching and develop their Commercial sales team with a focused goal of building and maintaining growth and the trusted advisor relationship with clients. The Commercial Sales Leader drives the financial performance of the team through profitable revenue growth and credit quality discipline.
Responsibilities
Coaches and directs a Commercial sales team's efforts through utilization of consistent sales processes/tools including a disciplined approach to prospecting and client development
Maintains an in-depth knowledge of products and services, as well as proactively acquires knowledge of competitive products to support the awareness of the sales team
Develops and Maintains solid working relationships with the Corporate Bank in support of our differentiated collaboration model; leads team in support of the collaboration model
Advises and supports Commercial Relationship Managers (RM) in the development of their individual business development efforts, participates in joint calls with team to enhance selling skills and uncover opportunities, ultimately to achieve sales goals; serves as a "rainmaker" and trusted advisor to the team's current and future most profitable relationships
Collaborates with other lines of business' to support client needs, growth and life cycle; ensures accountability of team in Key's collaboration model
Manages credit processes efficiently which ensures sound asset quality, including underwriting, structuring, and portfolio management activities; partners effectively with Credit Officers on setting policies/procedures that result in sound and profitable credit decisions
Manages to all asset quality measures to ensure team results are at or above established goals and identification of deteriorating credits and risk rating of portfolio are timely and accurate
Maintains and tracks performance management standards for team members; manages and evaluates employee performance to established objectives, differentiates performance, strives to ensure that each banker achieves their respective goals
Partners with Human Resources to execute talent processes - including recruiting, employee skill development, career progression, goal setting, performance management, employee engagement and the delivery of a pay for performance culture
In conjunction with Human Resources, creates and executes a proactive strategy to build a pipeline of talent; proactively sources external talent
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures
Education Qualifications
Bachelor's Degree in accounting, finance, economics or related field; or equivalent experience (required)
Master's Degree MBA (preferred)
Experience Qualifications
Minimum of 10 years' experience in finance/banking or related field - understands Corporate Finance and Capital Markets (preferred)
Minimum of 3 years Management (required)
Tactical Skills
Possesses strong relationships and well recognized in the local market
Can negotiate skillfully in tough situations with both internal and external groups
Remains knowledgeable of company's products to facilitate sales efforts
Possess excellent written and verbal communication, problem solving, decision making and time management skills
A strong background with proven track record in direct sales
Strong leadership skills ability to guide and coach team members while generating positive relationships
Personal Skills
Critical Thinking: The ability to evaluate past performance for future insights, assess and validate options and predict their impact, and use effective critical thinking approaches, such as consulting, commanding, or obtaining consensus
Influence: Demonstrates the ability to influence and impact even when holding a position contrary to the majority through collaborative assessments that persuasively influence decision makers; may coach and advise on techniques to build rapport and commitment
Problem Solving: Leverages varying problem-solving approaches and techniques to analyze and synthesize information and devise resolution strategies; ensure capture of lessons learned from the problem-solving effort
Practical Skills
Business Acumen: Demonstrates a big picture understanding of the business, its interrelationships, and priorities; demonstrates strong foundations of business fundamentals, measurement, and business finance
Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $160,000.00 - $334,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 12/31/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
Auto-ApplyInsurance Sales Leader - Commercial Property & Casualty
Cincinnati, OH jobs
The Insurance Sales Leader Commercial Property and Casualty will recruit, retain, and actively coach insurance professionals in addition to direct responsibility for new business, retention and growth of their assigned team and region(s). Duties and Responsibilities:
* Execute Sales Strategy: Responsible for the execution of the annual sales plan; to include achievement of targeted growth and profitability for the line of business. Works collaboratively with the National Insurance Sales Leader and all other solution line sales leaders to create an executable annual business plan which increases and supports Huntington Insurance brand awareness across the footprint for their respective markets. Works collaboratively with the Sr. Managing Director, National Insurance Sales Leader, and Sales Enablement Leader to share market trends, recommend current and future growth industries, products, and solutions for their respective markets.
* Client Engagement & Relationship Management: Develop strategies in support of internal bank partnerships (OCR). Provides high visibility and participation in assigned regions and creates an environment for deepening internal and external COI's by assigning the right sales colleagues to the right segments.
* Implement Sales Process: Drives and monitors the implementation of the sales process.
* Ensures, in partnership with the National Insurance Sales Leader, the OCR referrals are assigned to the most appropriate colleagues. Assist in facilitating the transfer when the underlying activity is not sufficient.
* Instills routine management protocols to ensure activity supports producer sales goals.
* Supports the new business submission and renewal strategies for prospects and customers in their region.
* Manages pipeline and reporting, sales forecasting, sales analysis and performance tracking of assigned producers and market(s).
* Optimize Sales Team Performance: Identifies and recruits high caliber sales professionals and service team members.
* In conjunction with the National Insurance Sales Leader, assists with succession and growth planning on producer roles as well as talent pipeline.
* Active involvement in the development and maintenance of a productive sales and marketing culture.
* Resolve any conflicts between producers escalating to the National Insurance Sales Leader as appropriate.
* Leads, coaches and mentor's direct reports and others on the sales process.
* Performance Monitoring: Provides data in support and preparation of the monthly forecast calls and business reviews.
* Perform other duties as assigned.
Basic Qualifications:
* Bachelor's Degree
* 7+ years of leadership experience in Property & Casualty Commercial Lines working for a strong regional, or large national insurance brokerage firm.
* Property & Casualty Insurance license (or must obtain within 90 days of role).
* Other insurance licenses as needed.
Preferred Qualifications:
* Strong Business Acumen with emphasis on Leadership, Sales Development and Client Service.
* C-suite level executive presence with strong negotiation and consultative sales.
* Proven record of success developing producers, growing revenues, and improving profitability.
* Problem solving skills/ability to handle complex issues.
* Ability to multi-task and meet tight deadlines.
* High energy, results driven individual with strong coaching capability.
* Strong organizational skills with ability to drive successful outcomes.
* Ability to interact effectively with all levels across the organization.
* Ability to thrive in a collaborative, team-oriented environment.
* Ability to utilize Word, Excel and PowerPoint for presentations and analysis of information.
* Familiarity of Agency Management Systems to easily access and analyze data. (Preference for Tableau, Sagitta and Vertafore).
* Excellent written and verbal communication skills, including professional grammar and demeanor.
#LI-KB1
#INS
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyInsurance Sales Leader - Commercial Property & Casualty
Cincinnati, OH jobs
The Insurance Sales Leader Commercial Property and Casualty will recruit, retain, and actively coach insurance professionals in addition to direct responsibility for new business, retention and growth of their assigned team and region(s). Duties and Responsibilities:
+ Execute Sales Strategy: Responsible for the execution of the annual sales plan; to include achievement of targeted growth and profitability for the line of business. Works collaboratively with the National Insurance Sales Leader and all other solution line sales leaders to create an executable annual business plan which increases and supports Huntington Insurance brand awareness across the footprint for their respective markets. Works collaboratively with the Sr. Managing Director, National Insurance Sales Leader, and Sales Enablement Leader to share market trends, recommend current and future growth industries, products, and solutions for their respective markets.
+ Client Engagement & Relationship Management: Develop strategies in support of internal bank partnerships (OCR). Provides high visibility and participation in assigned regions and creates an environment for deepening internal and external COI's by assigning the right sales colleagues to the right segments.
+ Implement Sales Process: Drives and monitors the implementation of the sales process.
+ Ensures, in partnership with the National Insurance Sales Leader, the OCR referrals are assigned to the most appropriate colleagues. Assist in facilitating the transfer when the underlying activity is not sufficient.
+ Instills routine management protocols to ensure activity supports producer sales goals.
+ Supports the new business submission and renewal strategies for prospects and customers in their region.
+ Manages pipeline and reporting, sales forecasting, sales analysis and performance tracking of assigned producers and market(s).
+ Optimize Sales Team Performance: Identifies and recruits high caliber sales professionals and service team members.
+ In conjunction with the National Insurance Sales Leader, assists with succession and growth planning on producer roles as well as talent pipeline.
+ Active involvement in the development and maintenance of a productive sales and marketing culture.
+ Resolve any conflicts between producers escalating to the National Insurance Sales Leader as appropriate.
+ Leads, coaches and mentor's direct reports and others on the sales process.
+ Performance Monitoring: Provides data in support and preparation of the monthly forecast calls and business reviews.
+ Perform other duties as assigned.
Basic Qualifications:
+ Bachelor's Degree
+ 7+ years of leadership experience in Property & Casualty Commercial Lines working for a strong regional, or large national insurance brokerage firm.
+ Property & Casualty Insurance license (or must obtain within 90 days of role).
+ Other insurance licenses as needed.
Preferred Qualifications:
+ Strong Business Acumen with emphasis on Leadership, Sales Development and Client Service.
+ C-suite level executive presence with strong negotiation and consultative sales.
+ Proven record of success developing producers, growing revenues, and improving profitability.
+ Problem solving skills/ability to handle complex issues.
+ Ability to multi-task and meet tight deadlines.
+ High energy, results driven individual with strong coaching capability.
+ Strong organizational skills with ability to drive successful outcomes.
+ Ability to interact effectively with all levels across the organization.
+ Ability to thrive in a collaborative, team-oriented environment.
+ Ability to utilize Word, Excel and PowerPoint for presentations and analysis of information.
+ Familiarity of Agency Management Systems to easily access and analyze data. (Preference for Tableau, Sagitta and Vertafore).
+ Excellent written and verbal communication skills, including professional grammar and demeanor.
#LI-KB1
#INS
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Quant Analytics Lead Associate- Trading & Counterparty Risk Analytics
Cleveland, OH jobs
ABOUT THE JOB (JOB BRIEF)
Under some supervision, the Lead Quantitative Analytics Associate is primarily responsible for using statistics, advanced mathematical techniques, and/or computer science to develop and validate predictive and machine-learning models for specific business needs. The Lead Quantitative Analytics Associate leverages advanced mathematical knowledge and analysis to provide solutions to predictive and prescriptive questions such as “What will happen next?” and “What will we do?”. Often large in scope, projects undertaken by the Lead Quantitative Analytics Associate involve self-directed data analysis and model building in response to a problem statement proposed by a business partner. Success factors include: timely and effective completion of tasks assigned by manager with manager and/or peer guidance; exercising functional knowledge in analytical programming languages, data literacy, and model development; effective communication of insights and data to peers; and developing work autonomy and problem-solving.
ESSENTIAL JOB FUNCTIONS
Conduct quantitative analysis including hypothesis testing and root-cause analysis on large data sets with more autonomy
Support the working group by identifying types of information needed for analysis or to inform business questions create data structures/transformations to be leveraged by groups for analysis
Use statistical analysis and machine learning to develop, maintain, and anticipate considerations in implementation of models that address the right business need
Use critical thinking to use the right approach for each problem statement
Anticipate business need and make continuous improvements to models and processes
REQUIRED QUALIFICATIONS
Bachelor's degree (or its equivalent) in statistics, mathematics, economics, financial engineering, data sciences, predictive modeling, or other quantitative disciplines and at least 2 years of relevant experience; 1 with Master's or PhD
DATA LITERACY
Understanding of and ability to:
Create data structures / transformations
Identify and capture different types of information for business needs or necessary for analysis
Data controls
Hypothesis testing / root-cause analysis
Leverage and anticipate considerations in implementation
TECHNOLOGY & TECHNIQUES
Advanced Microsoft Office Suite
SQL/NoSQL
Relationship data structure
Selecting and retrieving data including unstructured data retrieval, archival, and ETL
Databases
Advanced Python/R/SAS:
Databases
Efficient coding
Can build strong code controls and translate code into high-level commentary
Understanding of and ability to leverage:
Cloud-based computing
Distributed computing
MODEL BUILDING & MAINTENANCE
Understanding of:
Model use, requirements, and implementation needs
Model Risk Management process and foundations
Testing for deterioration and model health
Scale and fundamental concepts of Machine Learning
How statistical measurements are used
Advanced data techniques for modeling frameworks
Ability to:
Produce and identify information through statistical analysis
Effectively explain model insights to peers and analytics community
Identify preferred approach given the problem statement
EXPECTED COMPETENCIES
Leadership: Some self-direction, likely will need some guidance and supervision; Starting to anticipate possible business problems - improving something that already exists
Partnering / Influencing: Developing relationship building and interpersonal skills; Partnerships and influence typically at peer or “working group” level; Building influencing skills; demonstrated in area of expertise or assigned LOB
Business Acumen: Understands business partner strategy and the business of banking at a high level; Asks the right questions; Understands upstream and downstream impacts
Critical Thinking / Problem Solving: Demonstrates critical thinking; Analyzes, identifies and recommends appropriate solutions to moderately complex problems; Can translate data and answer the “why” question; Starting to understand impacts / intersections with others
Communication: Solid writing skills; Can cohesively present and organize information in support of findings and recommendations; Demonstrates confidence in communicating a message (typically narrow in scope); Can tell a compelling story with data and information; Emerging presentation development and delivery skills
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $71,000.00 - $122,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 12/14/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyMortgage Sales Supervisor
Remote
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Under the general direction of upper management, this position is responsible for supervising the day-to-day activities related to loan origination functions for a small team of Mortgage Loan Originators. Ensures that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources. Meets specific loan volume origination goals which are established annually by upper management. Establishes referral source relationships for a steady flow of loan volume from real estate brokers, builders and other external sources. Actively participates in local and state mortgage banking, realtor, and builder trade associations, and maintains a thorough understanding of mortgage industry knowledge and event issues. Establishes collaborative partnerships within U.S. Bank Home Mortgage and other business lines within U.S. Bank to promote the establishment and growth of customer relationship and additional product sales. Responsible for interviewing and recruiting new talent and proactively retaining employees through employee development and positive employee engagement.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
This role has multiple levels, open to candidates with a minimum one year of mortgage, sales, real estate, or banking experience. The successful candidate will be hired for the level of the position that aligns with their experience.
This role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week.
This position also requires 2 or more hours of driving per week.
Basic Qualifications
- High school diploma or equivalent
- Two or more years of mortgage sales experience
Preferred Skills/Experience
- Demonstrated new business development and relationship management skills
- Good knowledge of sales and sales strategies
- Thorough knowledge of mortgage products/services, operations, and current market trends
- Basic knowledge of pricing and underwriting requirements of various mortgage insurance companies
- Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training or some real estate brokerage experience
- Familiar with local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.)
- Well-developed customer service/relations skills
- Strong attention to detail orientation, and ability to analyze financial information
- Good interpersonal, verbal and written communication skills
- Must be able to meet the applicable requirement of performing their duties outside of their regular place of business
- Established referral base within assigned market preferred
-2 years of mortgage loan origination experience with proven results
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Auto-ApplyMortgage Sales Supervisor
Broadview Heights, OH jobs
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Under the general direction of upper management, this position is responsible for supervising the day-to-day activities related to loan origination functions for a small team of Mortgage Loan Originators. Ensures that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources. Meets specific loan volume origination goals which are established annually by upper management. Establishes referral source relationships for a steady flow of loan volume from real estate brokers, builders and other external sources. Actively participates in local and state mortgage banking, realtor, and builder trade associations, and maintains a thorough understanding of mortgage industry knowledge and event issues. Establishes collaborative partnerships within U.S. Bank Home Mortgage and other business lines within U.S. Bank to promote the establishment and growth of customer relationship and additional product sales. Responsible for interviewing and recruiting new talent and proactively retaining employees through employee development and positive employee engagement.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
This role has multiple levels, open to candidates with a minimum one year of mortgage, sales, real estate, or banking experience. The successful candidate will be hired for the level of the position that aligns with their experience.
_This role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week._
_This position also requires 2 or more hours of driving per week._
**_Location: Cleveland, OH_**
**Basic Qualifications**
- High school diploma or equivalent
- Two or more years of mortgage sales experience
**Preferred Skills/Experience**
- Demonstrated new business development and relationship management skills
- Good knowledge of sales and sales strategies
- Thorough knowledge of mortgage products/services, operations, and current market trends
- Basic knowledge of pricing and underwriting requirements of various mortgage insurance companies
- Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training or some real estate brokerage experience
- Familiar with local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.)
- Well-developed customer service/relations skills
- Strong attention to detail orientation, and ability to analyze financial information
- Good interpersonal, verbal and written communication skills
- Must be able to meet the applicable requirement of performing their duties outside of their regular place of business
- Established referral base within assigned market preferred
-2 years of mortgage loan origination experience with proven results
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
Collections Sr Department Leader
Cincinnati, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. YOUR RESPONSIBILITIES: The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.
+ Team and Product Line Leadership: Leads large-scale teams and/or multiple product lines within the Consumer Lending Collections function, with accountability for operational, vendor, customer, and financial risk management.
+ Portfolio and Budget Management: Oversees the management of delinquency portfolios and departmental expense budgets to ensure financial discipline and performance.
+ Operational Oversight: Oversees daily operations, productivity metrics, dialing strategies, scheduling, quality assurance, while ensuring compliance and operational excellence.
+ Operational Excellence and Compliance: Drives operational excellence by managing risk, optimizing productivity, and identifying strategic opportunities for improvement. Ensures compliance with evolving regulatory requirements and internal policies.
+ Complex Process Management: Manages complex operational processes such as SCRA, Probate, Bankruptcy, Offsets, Loss Mitigation, Modification Programs, and Litigation, ensuring accuracy and consistency in execution.
+ Process Improvement Implementation: Implements process and procedural updates to maintain compliance and operational efficiency across all teams and functions.
+ Issue Management Leadership: Leads issue management efforts by assessing severity, assigning ownership, and driving resolution with transparency and urgency.
+ Stakeholder Relationship Management: Establishes and maintains strong working relationships with internal partners across Business Controls, IT, Legal, Compliance, Product, Operations Support, Risk, and Finance, as well as external vendors and stakeholders.
+ Strategic Initiative Execution: Partners with Risk Strategy and business support teams to execute strategic initiatives that enhance customer experience, reduce losses, manage expenses, and mitigate risk.
+ Workforce Management: Collaborates with campus management, IT Risk, and technical support teams to manage a geographically dispersed workforce across in-office, hybrid, and remote environments.
+ Leadership Delegation: Acts as a delegate for the Director of Consumer Lending Collections in various forums and serves as interim leader when required, ensuring continuity of leadership and strategic direction.
+ Risk Issue Resolution: Ensures timely and effective resolution of issues that pose risk to the Bank, maintaining a culture of accountability and responsiveness.
+ Regulatory Monitoring and Communication: Monitors changes in state and federal laws, implements necessary updates, and enhances communication effectiveness through cross-departmental coordination.
+ Regulatory Compliance: Ensures compliance with all regulations related to collections and customer communications, and maintains accurate, up-to-date procedures that govern operations.
+ Vendor Oversight: Provides daily oversight of offshore vendor operations, drives performance, and identifies process improvements while ensuring compliance with policies and procedures.
+ Vendor Relationship Management: Manages all vendor relationships, including performance tracking, risk assessments, and due diligence, in collaboration with internal stakeholders.
+ Contractual Compliance: Collaborates with IT to ensure vendor performance aligns with contractual obligations, including Letters of Engagement and Service Level Agreements.
+ Offshore Team Support: Supports the design, delivery, and communication of departmental changes for offshore teams, ensuring staffing alignment and adherence to budget.
+ Training Program Oversight: Oversees the development, enhancement, and sustainability of onboarding and continuing education programs for new and existing staff.
+ Talent Management: Demonstrates leadership by hiring top talent, setting goals, developing staff, managing performance and compensation decisions, promoting teamwork, and addressing disciplinary matters as needed.
+ Customer Experience Enhancement: Leverages customer sentiment and complaint data to enhance customer experience and streamline operational processes for greater efficiency.
+ Loss Mitigation Strategy: Minimizes financial loss and maximize recoveries by leading high-performing teams and vendors, adapting strategies to meet evolving Bancorp and customer needs.
+ Supervisory Responsibilities: Responsible for providing employees timely, candid, and constructive performance feedback; developing employees to their fullest potential and providing challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM REQUIREMENTS:
This position requires an experienced level of proficiency. We require a Bachelor's Degree or equivalent experience, along with 10 or more years in financial services, customer services, and consumer collections. This role also requires 5 or more years of management experience.
REQUIRED SKILLS:
Qualified candidates will possess a degree of proficiency (typically from 10 or more years of work or practical experience), in:
+ Negotiation and Collaboration Skills: Ability to negotiate and collaborate with others.
+ Executive Interaction Ability: Ability to interact with Bancorp senior management.
+ Regulatory Communication Skills: Ability to effectively communicate with regulators.
+ Interpersonal and Analytical Skills: Strong interpersonal, communication and analytical skills.
+ Change Leadership: Innovative thinker that can drive change throughout the organization.
Please refer to the "Skills for Success" section to learn how to stand out as an applicant.
SKILLS FOR SUCCESS:
Qualified candidates will possess a degree of proficiency (typically from 10 years of work or practical experience), across a suite of skills including, but not limited to:
+ Forecasting Experience: Proven ability relative to forecasting delinquency, losses, and expenses.
DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets -including you .
Collections Sr Department Leader
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Cincinnati, Ohio 45227
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Key Wealth Systems Team Lead
Brooklyn, OH jobs
This role will be expected to be working with Wealth leadership team delegates and partners across the enterprise in a highly collaborative manner in relation to the day-to-day management of Wealth systems. Scope of responsibilities will include creation/ownership of a system administration governance process, release management oversight (for assigned systems), system release quality assurance, future-ready planning, and oversight and management of assigned employees and/or contractors. Additional responsibilities as assigned.
Job Description
The Wealth Systems Administrator Team Lead role within Key Wealth Management is primarily responsible for overseeing system administrators assigned to a group of systems used by Key Wealth Management employees to run the business. This role will ensure smooth day-to-day management of the team. This leader is responsible for building out a framework to effectively manage several systems with a small group of administrators. Responsible for implementing KPIs to measure the success of the team. Framework will include schedules to support functions that require off-hours work, evenings, and weekends.
This role will also need to be hands-on, performing the work of system administrators from time to time as well. This will include partnering with internal constituents across all of KeyBank, including but not limited to, field/branch roles, trading desks, technology, operations, compliance, risk management. In addition, this role must build and maintain strong partnerships with the bank's third-party vendors. This role is critical to ongoing system upgrades, maintenance releases, code changes. This role is accountable for supporting the designated product owner(s) in delivering ongoing releases for the applicable system(s) and application(s). Monitor, manage and in some cases conduct testing and validation of code in lower environments (quality assurance testing), assisting with deployment of code releases, and partnering with change management to ensure user constituents learn of and adapt to changes.
Responsibilities
* Manage a small number of system administrators as assigned
* Oversee and participate in quality assurance testing
* Troubleshoot and resolve issues that may arise, partnering with Key Technology and Operations as required to report and resolve issues
* Possess expert-level knowledge on Key Wealth workflows per applicable application, system, and/or platform and be able to proactively anticipate issues before they arise
* Ensure customers and internal/external users are onboarded successfully onto applications, systems, platforms
* ·Oversee the integration of new applications and systems into the existing Key Wealth technology environment; must partner with Key Technology and Operations for all facets of this activity
* Ensure materials are developed that cover system environments, modernization and share best practices with the teams and user bases
* Work closely with Key Wealth Compliance, Operations (front/middle/back), Finance, and Risk Management teams to ensure best practices are adhered to
* Parter with third party vendor firms to ensure all governance, risk and compliance activities are managed to regulatory standards; includes learning and embracing the use of KeyBank's enterprise GRC system
* Perform vendor management activities in and around the GRC system, including risk and controls, oversight, administration
* Responsible for business continuity planning related to assigned applications and systems
* Ensure that Key Wealth Systems comply with relevant regulations and standards. This includes maintaining accurate documentation of system configurations, changes, and procedures.
* ·Work closely with other KeyBank teams, including corporate procurement, legal, and technology roles like network administrators, developers, security specialists, to ensure seamless integration and operation of systems.
* Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice
* Comply with all KeyBank policies and procedures, including without limitation, always acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
* Bachelor's Degree Undergraduate Degree in Business (Accounting, Finance, Business Admin, Economics, etc.) (required)
* Master's or other advanced degrees are a plus
Experience Qualifications
* A minimum of 1 year of leadership, people-management experience
* Strong understanding of wealth management businesses: system usage, connectivity, and workflow; system configuration and administration; system modernization, workflow design, and changes; operations and regulatory reporting requirements (required)
* Quantitative mindset - understands issue resolution and can filter/adapt information to differing roles (required)
* Strong team player with a positive can-do attitude and desire to be part of a close-knit group operating in an intensive and challenging work environment (required)
* Knowledge of onboarding customers and internal/external users into the existing environment (required)
* Exceptional critical thinking and problem-solving ability (required)
* Hands-on experience with system support techniques, data analysis, and coding (required)
* A minimum, of 7 years of system, end user application support, operational processing, and data coding experience within a financial institution or equivalent experience (preferred)
* FINRA licensing (not required)
Personal Skills
* Leadership skills
* Managerial courage
* Employee advocacy
* This role requires an individual with a strong sense of accountability and expertise to ensure that front office systems, processes, data management, and customer/advisor connectivity are properly implemented and maintained, and reporting, critical business processes, and regulatory issues are resolved in a timely manner. The individual must partner with business and partner leaders to ensure success and to react to business changes accordingly.
* Must be a self-starter with ability to build working relationships and ability to work effectively with various office locations
* Continually build knowledge and capabilities within the industry segment and stay abreast of competitive trends
* Assist with attracting a quality workforce, i.e., recruiting activities, as assigned
* Maintain required licensing (if applicable)
* Demonstrate the Key Values: Teamwork, Respect, Accountability, Integrity, and Leadership.
* Decision Making: The ability to seek input from various sources and communicate decisions confidently and resolutely while remaining steadfast in championing decisions that later come under scrutiny
Practical Skills
Data Analysis: Identifies correlations that reveal trends and determine conditions, often with disparate data sets; Evaluates the quality of data collected and the effectiveness of data analysis methods for evaluating performance
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 12/31/2025
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
Auto-ApplyKey Wealth Systems Team Lead
Brooklyn, OH jobs
This role will be expected to be working with Wealth leadership team delegates and partners across the enterprise in a highly collaborative manner in relation to the day-to-day management of Wealth systems. Scope of responsibilities will include creation/ownership of a system administration governance process, release management oversight (for assigned systems), system release quality assurance, future-ready planning, and oversight and management of assigned employees and/or contractors. Additional responsibilities as assigned.
Job Description
The Wealth Systems Administrator Team Lead role within Key Wealth Management is primarily responsible for overseeing system administrators assigned to a group of systems used by Key Wealth Management employees to run the business. This role will ensure smooth day-to-day management of the team. This leader is responsible for building out a framework to effectively manage several systems with a small group of administrators. Responsible for implementing KPIs to measure the success of the team. Framework will include schedules to support functions that require off-hours work, evenings, and weekends.
This role will also need to be hands-on, performing the work of system administrators from time to time as well. This will include partnering with internal constituents across all of KeyBank, including but not limited to, field/branch roles, trading desks, technology, operations, compliance, risk management. In addition, this role must build and maintain strong partnerships with the bank's third-party vendors. This role is critical to ongoing system upgrades, maintenance releases, code changes. This role is accountable for supporting the designated product owner(s) in delivering ongoing releases for the applicable system(s) and application(s). Monitor, manage and in some cases conduct testing and validation of code in lower environments (quality assurance testing), assisting with deployment of code releases, and partnering with change management to ensure user constituents learn of and adapt to changes.
Responsibilities
Manage a small number of system administrators as assigned
Oversee and participate in quality assurance testing
Troubleshoot and resolve issues that may arise, partnering with Key Technology and Operations as required to report and resolve issues
Possess expert-level knowledge on Key Wealth workflows per applicable application, system, and/or platform and be able to proactively anticipate issues before they arise
Ensure customers and internal/external users are onboarded successfully onto applications, systems, platforms
·Oversee the integration of new applications and systems into the existing Key Wealth technology environment; must partner with Key Technology and Operations for all facets of this activity
Ensure materials are developed that cover system environments, modernization and share best practices with the teams and user bases
Work closely with Key Wealth Compliance, Operations (front/middle/back), Finance, and Risk Management teams to ensure best practices are adhered to
Parter with third party vendor firms to ensure all governance, risk and compliance activities are managed to regulatory standards; includes learning and embracing the use of KeyBank's enterprise GRC system
Perform vendor management activities in and around the GRC system, including risk and controls, oversight, administration
Responsible for business continuity planning related to assigned applications and systems
Ensure that Key Wealth Systems comply with relevant regulations and standards. This includes maintaining accurate documentation of system configurations, changes, and procedures.
·Work closely with other KeyBank teams, including corporate procurement, legal, and technology roles like network administrators, developers, security specialists, to ensure seamless integration and operation of systems.
Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice
Comply with all KeyBank policies and procedures, including without limitation, always acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree Undergraduate Degree in Business (Accounting, Finance, Business Admin, Economics, etc.) (required)
Master's or other advanced degrees are a plus
Experience Qualifications
A minimum of 1 year of leadership, people-management experience
Strong understanding of wealth management businesses: system usage, connectivity, and workflow; system configuration and administration; system modernization, workflow design, and changes; operations and regulatory reporting requirements (required)
Quantitative mindset - understands issue resolution and can filter/adapt information to differing roles (required)
Strong team player with a positive can-do attitude and desire to be part of a close-knit group operating in an intensive and challenging work environment (required)
Knowledge of onboarding customers and internal/external users into the existing environment (required)
Exceptional critical thinking and problem-solving ability (required)
Hands-on experience with system support techniques, data analysis, and coding (required)
A minimum, of 7 years of system, end user application support, operational processing, and data coding experience within a financial institution or equivalent experience (preferred)
FINRA licensing (not required)
Personal Skills
Leadership skills
Managerial courage
Employee advocacy
This role requires an individual with a strong sense of accountability and expertise to ensure that front office systems, processes, data management, and customer/advisor connectivity are properly implemented and maintained, and reporting, critical business processes, and regulatory issues are resolved in a timely manner. The individual must partner with business and partner leaders to ensure success and to react to business changes accordingly.
Must be a self-starter with ability to build working relationships and ability to work effectively with various office locations
Continually build knowledge and capabilities within the industry segment and stay abreast of competitive trends
Assist with attracting a quality workforce, i.e., recruiting activities, as assigned
Maintain required licensing (if applicable)
Demonstrate the Key Values: Teamwork, Respect, Accountability, Integrity, and Leadership.
Decision Making: The ability to seek input from various sources and communicate decisions confidently and resolutely while remaining steadfast in championing decisions that later come under scrutiny
Practical Skills
Data Analysis: Identifies correlations that reveal trends and determine conditions, often with disparate data sets; Evaluates the quality of data collected and the effectiveness of data analysis methods for evaluating performance
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 12/31/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
Auto-ApplyTitle Escrow Loan Closing Team Leader
Columbus, OH jobs
On-site coordinator for management directives and policies. Responsible for disseminating and tracking information for the team's supervisor. Coordinates preparation of loan closing packages, including closing instructions, collection of final figures for completion of the HUD-1, cutting checks and disbursing funds, necessary to ensure the marketability of loans. Interfaces with closing agents to ensure firm closing dates and accurate completion of loan files. May preside over closing as an authorized representative of the company, ensuring all requirements have been satisfied, including insurance, guarantee, etc. Issues wire fund transfers as required. Assures payoffs are accurate and delivered timely. Works in conjunction with title agent to clear any impeding title matters. Reconciles general ledger escrow account monthly.
Duties and Responsibilities:
Lead and manage the Title Escrow Loan Closing team
Develop and implement closing processes and procedures
Ensure compliance with legal and regulatory requirements
Collaborate with internal teams to support loan closing activities
Oversee the preparation and review of closing documents
Address and resolve closing issues and discrepancies
Provide training and support to closing staff
Stay updated on industry trends and best practices
Manage and prioritize multiple closing projects
Perform other duties as assigned
Basic Qualifications:
High School Diploma
3+ years loan closing experience.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyTitle Escrow Loan Closing Team Leader
Columbus, OH jobs
On-site coordinator for management directives and policies. Responsible for disseminating and tracking information for the team's supervisor. Coordinates preparation of loan closing packages, including closing instructions, collection of final figures for completion of the HUD-1, cutting checks and disbursing funds, necessary to ensure the marketability of loans. Interfaces with closing agents to ensure firm closing dates and accurate completion of loan files. May preside over closing as an authorized representative of the company, ensuring all requirements have been satisfied, including insurance, guarantee, etc. Issues wire fund transfers as required. Assures payoffs are accurate and delivered timely. Works in conjunction with title agent to clear any impeding title matters. Reconciles general ledger escrow account monthly.
Duties and Responsibilities:
+ Lead and manage the Title Escrow Loan Closing team
+ Develop and implement closing processes and procedures
+ Ensure compliance with legal and regulatory requirements
+ Collaborate with internal teams to support loan closing activities
+ Oversee the preparation and review of closing documents
+ Address and resolve closing issues and discrepancies
+ Provide training and support to closing staff
+ Stay updated on industry trends and best practices
+ Manage and prioritize multiple closing projects
+ Perform other duties as assigned
Basic Qualifications:
+ High School Diploma
+ 3+ years loan closing experience.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Commercial Middle Market Team Leader II
Dayton, OH jobs
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Oversees a number of Relationship Managers to insure adherence to corporate policy, provides credit and underwriting review as well as over limit credit approval, provides support and direction in the cross selling effort. Commercial Middle Market Team Leaders are expected to solicit participations in the public debt issuance of their clients. Current policy limits participation to those clients that have "investment grade" credit ratings.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Manage the sales process in a specific geographic marketing area.
Maintains primary relationship contact for a portfolio of existing customers.
Identifies and facilitate the cross-selling effort of all the bank's services.
Ensure the overall relationship is managed to the highest profit potential for the bank.
Identify and facilitate to businesses that do not maintain their primary banking relationship with 5/3, all the bank's services with the ultimate goal of moving the primary banking relationship to 5/3.
Provide outstanding customer service.
Meet or exceed goals stated in compensation plan document.
Monitor, on an ongoing basis, information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk.
Ensure proper reporting, documentation, and review to determine that a loan is an acceptable risk.
Participate in various community affairs and projects to promote the image of the bank.
SUPERVISORY RESPONSIBILITIES:
Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Bachelor's degree or equivalent experience.
Typically requires 9+ years experience in credit training and underwriting required.
Excellent interpersonal skills, written and verbal communications skills required; ability to handle multiple tasks; demonstrated sales and negotiating experience.
Word and Excel experience necessary.
Commercial Middle Market Team Leader II
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Dayton, Ohio 45402
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Auto-ApplyUnique Assets Lead Specialist
Brooklyn, OH jobs
ABOUT THE JOB (JOB BRIEF)
The Unique Assets team supports Key Private Bank, Wealth Management, and Institutional Advisors in the processing of non-marketable assets on the trust accounting system. The team works with Line of Business to ensure proper documentation is received for all requests. The team is responsible for daily processing of annuity contracts, certificate of deposits, liabilities, life insurance, loans, mortgages, promissory notes, real estate, liabilities, trust real estate, rentals, savings bonds, and tangible assets such as artwork, coins, jewelry, stamps, etc. The Unique Assets team handles re-registering and deposit of closely held and DTC Physical certificates. The specialists are responsible for working with the transfer agents and closely held companies. The team processes adjustments, free movement, payments, and trading.
ESSENTIAL JOB FUNCTIONS
Analyze and interpret documentation received to ascertain how an asset should be setup, priced, and processed
Work with line of business to ensure proper documentation is received for all requests
Monitor Global Office Workflow for Incoming wires, Asset Collections, Distributions, and Departmental Requests
Process the transactions for unique asset adjustments, free movement, note and mortgage payments, and trading
Handle re-registering and deposit of closely held and DTC physical certificates along with processing of physical certificate sales.
Responsible for the daily balancing of all cash transactions for the department
Complete secondary reviews of teammate's work within established SLA's and ensure that their daily work is secondary reviewed
Participate in audit research
Research and resolve any transaction rejects or outages
Create and/or update current procedures as changes occur in the process
Construct appropriate and professional communications to business partners and external firms
Provide excellent service to trust administrators / associates while completing all requests timely and accurately
Contribute ideas and actively participate in projects to increase efficiency and improve service
Foster teamwork and peer leadership
Cross-train on each desk within the department
Assist in covering open desks due to absence or high volumes
Annual testing of Trust Real Estate Management system and Global Plus Releases
REQUIRED QUALIFICATIONS
Strong verbal and written communication skills
Detail orientated
Proven problem resolution skills
Excellent organizational, customer service, and interpersonal skills
Ability to prioritize workflow and adapt as needed
Strong peer leadership skills
Participate in Continuous improvement Initiatives
PREFERRED QUALIFICATIONS
B.S. in Business or Finance or equivalent work experience
Knowledge of current systems: Global Plus, TRMS, APA, SharePoint, MS Office, Outlook
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $18.75 - $24.52 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.
This position is eligible to earn a base hourly rate in the range of $20.00 - $21.00 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 03/09/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Remote
Auto-ApplyReturn Items Lead Specialist
Brooklyn, OH jobs
Location: This position is Mobile by Design working a combination of office and at home shifts after the initial onsite training period. 2 days per week will be in office: Brooklyn, Ohio.
As part of the Return Items team, the Specialist will support both bank clients and internal partners. The Return Items team performs routine and repetitive research associated tasks utilizing various KeyBank internal systems (TRIPS). This team works to completion of various required tasks on each shift.
The chosen candidate can expect to be required to perform tasks such as (but not limited to):
Basic to complex research using various bank systems
Research associated with DDA exception items and incoming/outgoing returned items
Research/refund returned credit transactions
Cover late shift/end-of-day activities when needed
Other tasks as assigned
Essential Job Functions:
Come to work each day with the goal of providing first in class service to all internal/external clients seeking assistance from our team.
Ensure that any opportunities to improve process efficiency, quality or client experience are communicated appropriately in order to effect real change.
Escalate any issues identified to the appropriate management.
Be an active participant in self-development in order to support the common goal of the team but also one's future advancement.
Required and/or Preferred Qualifications
• One to three years of experience in an operational role
• High School Diploma or GED equivalent required. College degree preferred
• Ability to work under pressure and meet deadlines and production goals
• Proficient in 10-Key, able to perform with a high degree of speed and accuracy.
• Comfortable navigating multiple computer systems and applications
• Proficient in Microsoft Office applications
• Proven ability to handle all monetary/ processing functions independently
• Proven ability to handle high transaction volumes accurately
• Moderate knowledge/experience in multiple payment delivery channels; OLDS, Lockbox, ACH, wires
• Moderate knowledge of banking policies, procedures, and governmental regulations
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $18.75 - $24.52 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 12/31/2025 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. 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.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-Apply