Job Description
Onsite Project Manager - New Custom Home Construction
Compensation: Salary DOE (range: $85-100k) + Benefits + Auto/Phone Allowance ($13k/year)
About the company:
A Regional single-family Home Builder with extensive company support staff in place to help with all employee tasks at the local level. They work in 60 offices across 12 states and work directly with the local clients to build semi-custom homes in affordable to semi-custom niche. National volume of $1B and privately owned since the early 1970's.
The Overview:
This PM will be running all new custom-home projects and sub/client relationships
Construction site management extending from sub-selection & contracts to safety and scheduling through completion.
Contractor/vendor negotiations as well as job site development and production.
Regulating budgets and managing job costs.
Qualifications
Candidate will need experience in residential new construction preferably in scattered lot building.
Managing multiple projects (8-10 typically) at one time with average home prices running $560k to $625k (or higher)
5+ year proven track record of successful operations & project leadership and within New Construction.
Strong leadership ability and track-record for overall construction operations.
Candidate will need to express good team-building skills & excellent communications abilities with customers/owners.
Compensation and Benefits
Competitive Salary
401K
Paid Vacation Days
Insurance (Company pays 1/2 employee costs)
Car & Phone allowance @ $13k / year
Other Highlights for Company & Position:
This position has promotion potential to Production or General Manager in the near future.
Local office with National/Regional scope (60+ offices) in 12 states.
They operate like a Custom builder but the personality and communication is most important to this role vs metrics/size homes completed.
They have some employees with tenure over 20-25 yrs and they hire long-term employees.
They have been in the area for many years and have established a great reputation and repeat clientele.
Extensive support in back office to make someone successful and help with estimating packages, etc.
Extensive training available upon hire as well as annual meetings to keep on the forefront of building technology / practices.
$85k-100k yearly 11d ago
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Construction & Commissioning Scheduler
Blackrock Resources LLC 4.4
New Albany, OH job
You must be able to work in the U.S. without sponsorship. No C2C or 3rd parties, please.
Schedule: Full-time | On-site presence required
Industry: Industrial/Power/Data Center Construction
We're looking for an experienced Construction & Commissioning Scheduler to support large-scale, complex projects from the ground up. This is a hands-on, on-site role where you'll collaborate with project management, engineering, and field teams to develop and maintain detailed schedules that drive successful project delivery.
What You'll Do:
Build and manage comprehensive Primavera P6 schedules across engineering, procurement, construction, and commissioning phases.
Partner with project managers, superintendents, and subcontractors to keep timelines accurate and achievable.
Track progress, analyze variances, and recommend adjustments to keep projects on target.
Generate look-ahead schedules, performance reports, and updates for leadership and client reviews.
Support forecasting, resource loading, and earned value analysis to ensure clear visibility into project health.
Align construction and commissioning activities for smooth transitions and seamless project closeouts.
What You Bring:
Bachelor's degree in Engineering, Construction Management, or a related field (or equivalent experience).
5+ years of experience scheduling large-scale industrial, data center, or power generation projects.
Strong command of Primavera P6.
Proven track record supporting both construction and commissioning phases.
Excellent communication, organizational, and analytical skills.
Ability to work on-site in New Albany, Ohio.
Preferred Experience:
EPC or large-scale construction background.
Knowledge of commissioning processes and turnover documentation.
Familiarity with cost control, earned value management, and integration with project systems like Excel, Power BI, or CMMS tools.
If you thrive in a fast-paced, collaborative environment and enjoy bringing structure to complex projects, this could be the perfect next step for you.
$65k-91k yearly est. 1d ago
Banking Center Support Specialist
City National Bank of Florida 4.1
Hollywood, FL job
About the Role
Takes an active role in meeting the needs and expectations of clients by servicing, promoting and selling the Bank's products and services. Increasing deposits and fee income, reducing expenses, maintaining and expanding superior client relations, and consistently meeting or exceeding assigned individual or team sales goals.
Principal Duties and Responsibilities:
Consistently meets and/or exceed assigned individual and team sales goals.
Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service.
Develops and maintains a prospect list of potential clients. Participates in networking, outside sales efforts and cold calling as appropriate.
Opens and processes all types of accounts, products and/or services for clients after consulting with them on their specific needs.
Handles general client inquiries. Reconciles client statements, confers with operations personnel regarding discrepancies in balances and other problems and works toward the proper maintenance of the account files.
Services all client account needs, including teller work as needed: accepts deposits, cashes checks within limits as specified by bank policy, processes withdrawals, sell travelers checks, and cashier checks. Accepts loan payments, etc.
Facilitates transactions. Responds quickly and effectively to client questions.
Provides access to safe deposit boxes after verifying the client's identity and right to access.
Completes necessary documents for clients to rent, transfer or surrender a safe deposit box.
Receives and records payments for safe deposit box rent.
Follows up on past due safe deposit box rent.
Witnesses the drilling of safe deposit boxes due to lost keys or abandoned property.
Prepares abandoned property for escheatment.
Works to achieve the Bank's team goals or individual goals including, but not limited to, deposits, loans, cross-selling and referrals to other units of the bank such as Investments, Lending, Treasury Services, etc.
Performs all paying, receiving and collection functions within the banking center with a high degree of accuracy.
Adheres to cash handling, operational, security, BSA/AML and all other policies and procedures.
Increases Bank relationships through cross-selling, marketing materials, promotions, telemarketing, developing client relations and providing prompt client service.
In conjunction with Lending staff or within own scope of authority, interviews prospective loan applicants. Collects all pertinent client supplied documents to support the credit decision process. Assists the underwriting officer or Bank Manager in obtaining complete information on the loan request and communicates with client as needed. Based on the type of loan, may close the loan ensuring compliance with all credit regulations.
Ensures compliance with the Bank's operational and security policies and procedures so as to ensure that maximum accounting integrity and security prevails at all times.
Completes all necessary G/L tickets and balances accurately.
Able to handle vault duties and ATM reconciliations
May perform more complex service and branch functions such inputting and verify outgoing domestic/international wires according to the Board approved authorization limits and in accordance with banking policy and procedures
Assists as needed with Branch BSA operations and processes wire transfers.
Performs routine service requests and administrative bank functions. Prepares all necessary reports in a timely basis.
Must be able to travel to various Bank locations with little or no notice.
Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status.
Qualifications:
2-4 years teller experience. Required.
Strong sales experience. Required.
Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary
Must have proven abilities in needs-based sales and high-level client servicing skills.
Excellent client service and cash handling experience is necessary.
Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately.
Able to accurately handle the most complex transactions efficiently.
Be security conscious, accurate and attentive to detail.
Should have an understanding of compliance with Federal & State laws governing teller areas.
A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required.
May need to work extended hours that may include weekends.
Education:
High School Diploma or equivalent.
An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
Special information to candidates:
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Please view Equal Employment Opportunity Posters here.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at ************ or by e-mail at ***************************.
$45k-73k yearly est. 1d ago
Head of Digital Experience & Member Engagement (Remote)
Kentucky Society of Association Executives Inc. 3.5
Remote or Alexandria, VA job
A professional membership organization in Virginia is seeking a Director of Digital Experience and Engagement to transform member interactions through digital platforms. The role requires 7-10 years of experience in managing digital platforms, a Bachelor's degree in a related field, and familiarity with AI tools. The position offers a competitive salary and telework flexibility. Candidates are encouraged to apply by December 20th.
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$101k-152k yearly est. 5d ago
Business Banker
City National Bank of Florida 4.1
Miami, FL job
Think BIG. Achieve More.
At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We're entrepreneurs at heart-growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!
About the Role
Are you a results-driven professional with a passion for building strong business relationships? As a Business Banker, you'll serve as the primary relationship manager for a portfolio of business clients, focusing on companies generating less than $20 million in gross sales. You'll drive growth by developing new business, managing client relationships, and delivering tailored financial solutions. This role is ideal for a seasoned banker with expertise in credit analysis, portfolio management, and business development.
What You'll Do
Drive Business Growth: Meet and exceed individual and team sales goals, including deposits, loans, and other key metrics.
Build Relationships: Expand existing client relationships and acquire new business through referrals, networking, and targeted outreach.
Analyze Credit: Conduct preliminary financial statement analysis and creditworthiness assessments to align with bank risk standards.
Lead and Collaborate: Provide leadership to the sales team, develop sales strategies, and collaborate with internal partners to deliver a seamless client experience.
Portfolio Management: Oversee client portfolios, ensuring covenant compliance, collateral monitoring, and risk management.
Client Engagement: Maintain regular contact with top clients to identify cross-selling opportunities and deepen relationships.
Market Expertise: Stay informed about market trends, competitors, and opportunities for business growth.
Community Involvement:Actively participate in community organizations and events to represent the bank and fulfill CRA (Community Reinvestment Act) requirements.
Key Responsibilities
Develop and execute sales proposals and strategies to grow core deposits and loan funding.
Structure and complete secured and unsecured business loans, ensuring compliance with bank policies.
Conduct pre-call planning and prepare for joint client appointments with Small Business Bankers.
Act as a client advocate, recommending financial solutions and cross-selling bank products and services.
Evaluate business, industry, and financial risks, documenting assessments in credit approval documents.
Participate in branch meetings, sales campaigns, and coaching sessions to support team success.
Qualifications:
What you Bring
Experience: 5-7 years of business banking experience, including 2+ years in lending and credit analysis.
Skills: Strong business development, consulting, and relationship management skills. Proven ability to meet sales goals and maximize cross-sell opportunities.
Knowledge: Expertise in credit structuring, financial analysis, and risk management. Credit training preferred.
Education: Bachelor's degree in Business Administration or a related field required.
Tech Savvy: Proficiency in Microsoft Office and CRM tools.
Communication: Exceptional verbal, written, and presentation skills.
Education:
Bachelor's Degree in Business Administration or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
Benefits & Perks
We offer a competitive benefits package designed to support your success:
Health Coverage: Medical, dental, and vision plans with employer contributions.
Retirement Savings: 401(k) with matching, plus additional retirement options.
Paid Time Off & Holidays:Generous PTO and paid holidays.
Wellness Support: Access to mental health and financial wellness resources.
Visit our benefits page to learn more Benefits!
Join City National Bank of Florida. The possibilities are endless.
Special information to candidates:
City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at ************ or by email at **********************************.
$49k-78k yearly est. 4d ago
Private Credit Investment Analyst
Churchill Real Estate 3.2
Charlotte, NC job
As part of the Originations team, the Private Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space as well as assessing the underlying collateral of the project. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio.
Responsibilities:
Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants.
Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience.
Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite.
Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies.
Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements.
Maintain accurate and organized records of credit decisions and supporting documentation.
Stay informed of changes in regulations and best practices within the residential lending space.
Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions.
Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes.
Qualifications
Bachelor's degree in Finance, Business, Economics, or a related field.
3-5 years of experience in private real estate lending in underwriting, credit analysis or elated experience.
Strong analytical skills with the ability to interpret financial data and assess risk.
Knowledge of residential real estate markets and investment principles.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
$59k-91k yearly est. 19h ago
Attorney - Intellectual Property
Grayrobinson, P.A 4.5
Miami, FL job
GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues.
Candidates must be admitted to the Florida Bar or willing to seek admission in the 12 months following date of employment. Must have litigation experience, excellent analytical, research, and writing skills. Additional skills include the ability to successfully work on multiple projects simultaneously and autonomously, with keen attention to detail. Familiarity with e-discovery and e-discovery programs a plus. International experience and foreign language skill also a plus but not necessary.
We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer.
Please click here to submit your cover letter and resume and apply.
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$52k-95k yearly est. 1d ago
Portfolio Manager II - Fund Finance, i.e., Capital Call/Subscription Facilities
City National Bank 4.9
Charlotte, NC job
PORTFOLIO MANAGER II- FUND FINANCE WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the Fund Finance Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.
Primary responsibilities include:
Provide customized solutions for asset management clients in support of both their managed Funds and the capital needs of the Firm.
Transaction types include (i) capital call and subscription facilities for managed Funds (RLCs used to bridge timing between fund investments acquisition and calling capital from LP investors) and (ii) RLCs/TLs directly to the asset management firm to support working capital, dividend distributions, general corporate purposes, GP investments and partner buy-outs.
Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.)
Present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures.
Respond to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely.
Provide ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.)
Comfortable working in a high-volume, fast-paced environment serving financially sophisticated clients.
WHAT WILL YOU DO?
Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth.
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk.
Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations.
Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements.
Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities.
Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s).
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree in Finance, Business, or related field
Minimum 5 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries
Additional Qualifications
Intermediate experience in credit management and lending operations, with a strong understanding of risk management principles
Desire to build leadership and coaching skills, with the ability to train and develop talent
Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
Intermediate analytical skills, with the ability to interpret complex data and make informed decisions
Fund Finance knowledge and expertise
WHAT'S IN IT FOR YOU?
Compensation - *Hourly Position
Starting base salary: $48.66 - $82.86 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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#CA-JO
BBVA Global Wealth Advisors, an SEC-registered investment adviser, is seeking a motivated and detail-oriented AML EDD & Monitoring Senior Associate to join our growing Compliance Team. This role is responsible for executing and enhancing our Regulatory Compliance Program, including Anti-Money Laundering (AML) and financial crime prevention program. You'll play a key role in protecting the firm from illicit activities while ensuring strict adherence to all applicable laws and SEC regulations.
The ideal candidate brings strong investigative, analytical, and regulatory experience, with the ability to translate complex risks into actionable controls and deliver high-quality results in a fast-paced environment.
Key Responsibilities
As a AML EDD & Monitoring Senior Associate, you'll be on the front lines of our financial crime defense, with a diverse range of responsibilities that include:
EDDs/Risk Assessments:
Conduct initial and ongoing Enhanced Due Diligence (EDD) reviews in higher-risk clients, including PEPs, foreign clients, complex ownership structures, source of wealth verification, and adverse media, documenting conclusions in a clear, concise, and factual manner.
Assess customer risk profiles determined by the firm's risk-based methodology and maintain accurate, up-to-date risk ratings.
Identify potential risks, escalate concerns, and propose effective operational improvements to help ensure that operation controls are in place for all key processes and that any control weaknesses are appropriately addressed and escalated.
Account Periodic Reviews:
Performing periodic, risk-based reviews of client accounts across all client risk tiers, ensuring ongoing compliance with AML & KYC standards. This includes verifying client information, updating beneficial ownership details, and re-assessing client risk profiles in accordance with firm policy.
Revalidate client information, transactional behavior, and adverse findings, and take actions accordingly, as dictated by AML Policies and Procedures.
Document conclusions in a clear, concise, and factual manner.
Transaction Monitoring & Investigations:
Analyzing transactional data for unusual patterns, red flags, and suspicious activities that may indicate money laundering, terrorist financing, or other financial crimes.
Collaborate with operation and commercial teams to understand the transactional context and escalate matter when appropriate.
Conduct timely investigations into potentially suspicious behavior, gather supporting documentation, and prepare well-supported recommendations to escalate activity, as needed.
Watchlists & Screening Oversight:
Manage the internal list name screening process, playing a key role in quality assurance and ensuring the process effectiveness.
Oversee the accuracy, completeness, and regular updates of internal watchlists, including lists of high-risk individuals, entities, and jurisdictions. Collaborating with various departments to ensure timely inclusion or removal of names.
Work with internal and external stakeholders to ensure system accuracy and proper calibration to reduce false positives and maintain industry standards.
AML Policies, Procedures, Control Enhancement:
Assist in the drafting, review, and transposition of Compliance policies, procedures, and controls to ensure they are current, comprehensive, and effectively mitigate identified risks.
Translate applicable regulatory requirements into actionable internal guidance.
Support internal and external audits, regulatory examinations, and remediation plans, as applicable.
Special Projects:
Participate in and lead various special projects aimed at enhancing our AML Compliance program, such as system implementations, new product risk assessments, training initiatives, and internal audit responses.
Ad Hoc Requests:
Responding promptly and accurately to various ad hoc requests from internal stakeholders (e.g., front office, operations, legal) and external parties (e.g., auditors, regulators) related to Compliance as required by business needs.
Compliance Cross-Functional Collaboration - this role may have exposure to cross functional collaboration, including but not limited to:
Administer the systems used by the GWA Compliance program, especially those used for AML.
Assist with the GWA AML Compliance and general Compliance testing program, ensuring compliance with SEC regulations, GWA internal policies, and Holding level requirements.
Develop and deliver targeted training as required by the Compliance team initiatives.
Qualifications
The ideal candidate will have a basic foundation in Regulatory Compliance, demonstrated by:
5+ years of experience at a financial institution (BD or RIA preferrable).
Certified Anti-Money Laundering Specialist (CAMS) certification is a preferred (or willingness to obtain within 12 months).
Direct, hands-on experience with EDD, KYC, and transaction monitoring.
Strong Familiarity of U.S. regulations, including the Bank Secrecy Act (BSA), USA PATRIOT Act, and OFAC sanctions programs.
Proven ability to conduct thorough investigations, analyze complex data, and make well-reasoned decisions under pressure.
Strong analytical skills with an ability to identify trends, patterns, and anomalies.
Exceptional written and verbal communication skills, with the ability to articulate complex risk concepts clearly and concisely to diverse audiences.
High degree of attention to detail and accuracy in all work.
Ability to manage multiple priorities effectively and meet deadlines in a dynamic environment.
A strong ethical compass and commitment to upholding the highest standards of compliance.
Proficient in collaboration platforms like Google Workspace and Office 365.
Bilingual - Fluency in both English and Spanish (verbal and written).
$82k-108k yearly est. 4d ago
Office Manager/Loan Officer
Unionstate Bank 4.5
Centre, AL job
Now Hiring: Office Manager / Loan Officer - Community Bank in Alabama
We are seeking a motivated and experienced banking professional to join our team as an Office Manager/Loan Officer. This role is ideal for someone who enjoys leading a team, managing branch operations, supporting customers, and developing a strong, diverse loan portfolio.
About the Role
This dual-position combines branch leadership with lending responsibilities. The Office Manager oversees daily operations, staff development, customer satisfaction, financial performance, and regulatory compliance. The Loan Officer maintains and grows a portfolio of commercial, commercial real estate, consumer, and consumer real estate loans.
Key Responsibilities
Office Management & Leadership
• Manage all daily branch operations to ensure efficiency and compliance.
• Lead, coach, and develop staff through training and regular communication.
• Resolve customer concerns promptly and professionally.
• Monitor branch performance to support fiscal responsibility and profitability.
• Prepare and submit required daily and monthly reports.
• Represent the bank at community and networking events.
• Oversee teller operations, vault management, and cash-handling procedures.
• Review holds, stop payments, and similar items for accuracy and compliance.
• Manage collections, exceptions, and staff scheduling.
• Perform additional duties as needed.
Loan Officer Responsibilities
• Maintain and grow a loan portfolio that reflects local market needs.
• Solicit, originate, process, underwrite, and approve loans within lending authority.
• Prepare loan presentations for committee review and coordinate closings.
• Maintain strong credit quality through effective oversight of loan files and borrower communication.
• Manage past-due accounts for the branch.
• Prepare timely renewal documents for maturing commercial and commercial real estate loans.
Qualifications
• Bachelor's degree in a business-related field (finance or accounting preferred) or equivalent experience.
• Working knowledge of banking regulations and lending-related laws.
• Experience with consumer, commercial, and real estate lending processes.
• Credit or liability training preferred.
• Familiarity with the local financial marketplace, including competitors and industries.
• Strong communication skills and professionalism.
Additional Information
This is an at-will employment position. Duties may evolve based on the needs of the bank. Employees are expected to safeguard information, maintain confidentiality, and follow safe and sound banking practices.
Questions? Contact Human Resources at **************.
$29k-37k yearly est. 3d ago
Manager Trainee
Security Finance 4.0
Commerce, GA job
Are you confident in your ability to manage a team towards success? Do you take pride in having top of the line communication skills, exceptional customer service and problem solving skills?
This position is a stepping-stone to manage the overall operations of a financial branch office within our company! You will have the opportunity to build everlasting relationships with our customers and reach goals with your team, "Come Begin Your Story" as Manager in Waiting!
You'll know you are a successful Manager in Waiting when you:
Develop, direct, train, and manage branch personnel with supervisor direction and assistance
Maintain office cash with accuracy and security
Achieve account gain through proven loan judgement and effective customer solicitation
Ensures prompt completion of loan process
Minimizes delinquent debt through collection activities both by verbal and written communication
Ensures reporting of branch figures to corporate office for accounting purposes
You could be a great addition as Manager in Waiting if you have:
Ensures compliance with state and federal lending regulations and Company policies
Ability to obtain license, certification, and/or governmental approval to provide ancillary products and services, as applicable
Valid driver's license and daily access to a reliable automobile for business use; such as delivering bank deposits, conducting marketing visits, etc.
Computer literacy, ability to operate a ten-key calculator, basic mathematical skills and the ability to handle simple monetary transactions quickly and accurately
Ability to work in a stressful environment and adhere to strict timelines and/or deadlines
Keep in mind that as Manager in Waiting we provide:
An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
Monthly Bonus Potential - You have the ability to earn a monthly bonus when your team meets your Company set goals!
Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more.
Growth Potential- We believe in fostering our employees' talents and providing a pathway for their individual career story.
TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities.
This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.
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$35k-43k yearly est. 3d ago
Senior Real Estate Debt Investment Lead
Kayne Anderson 3.0
Boca Raton, FL job
A leading real estate investment firm in Boca Raton is seeking a Vice President / Director / Managing Director to lead debt investment strategies. The candidate will have 7+ years of experience in real estate debt investing, demonstrating strong analytical and negotiation skills. Key responsibilities include sourcing loans, managing transactions, and overseeing portfolio performance. The role offers comprehensive benefits, including health insurance and a competitive 401(k) plan, fostering an empowering work environment.
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$84k-128k yearly est. 3d ago
Vice President / Director / Managing Director - Real Estate Debt
Kayne Anderson 3.0
Boca Raton, FL job
Title: Vice President / Director / Managing Director (Depending on Experience)
Location: Boca Raton, FL (Full Time / In Office)
Real Estate
Kayne Anderson Real Estate is a leading real estate investment firm, managing nearly $20 billion in assets across opportunistic equity, core equity, and real estate debt, with sector expertise in medical office, seniors housing, off‑campus student housing, multifamily housing, self‑storage, and light industrial. Kayne Anderson Real Estate is part of Kayne Anderson, an approximately $40 billion alternative investment management firm with more than 41 years of experience in the real estate, credit, infrastructure, and energy sectors.
With more than 130 professionals, Kayne Anderson Real Estate has consistently demonstrated its ability to bring more to an opportunity than equity capital, enhancing a project's overall performance and quality by incorporating best practices and effective alternatives in the design, construction, documentation, financing, and operation of investments. The firm's entrepreneurial spirit and resilient culture, combined with a reputation for quick response, firm commitment, and timely execution, has solidified Kayne Anderson Real Estate's reputation and resulted in strong relationships with developers, owners, operators, financing sources, and other intermediaries. (As of October 2025)
Position Overview
We are seeking a highly skilled real estate debt investment professional to join our growing team. The new hire will play a leading role in sourcing, structuring, and managing real estate debt investments. In particular we are seeking a candidate who has experience in (i) purchasing non‑performing and sub‑performing loans, (ii) loan workouts, and (iii) direct high‑yield lending. This is a highly visible role with direct responsibility for investment strategy, deal execution, and portfolio management within the firm's expanding platform.
General Position Responsibilities
Lead the origination, underwriting, and structuring of debt investments across various real estate asset classes.
Build and maintain relationships with borrowers, lenders, brokers, and other capital markets participants to source proprietary deal flow.
Oversee financial modeling, investment analysis, and due diligence processes to evaluate new opportunities.
Manage the execution of complex transactions, including negotiation of loan documents and closing processes.
Monitor and manage portfolio performance, including risk management, asset surveillance, and value optimization strategies.
Partner with senior leadership to shape investment strategy and capital deployment.
Mentor junior team members, providing guidance on deal analysis, execution, and market insights.
Qualifications
7+ years of experience in real estate debt investing, credit, or structured finance, ideally with a private equity, investment management, or real estate investment platform.
Strong track record in sourcing and executing transactions.
Deep knowledge of capital markets, real estate debt structures, and risk/return analysis.
Proven ability to lead deal execution from origination through closing and asset management.
Exceptional financial modeling, analytical, and negotiation skills.
Established industry relationships with borrowers, lenders, and intermediaries.
Strong leadership, communication, and presentation skills.
Bachelor's degree in finance, real estate, or related field required; advanced degree or CFA/MBA a plus.
Benefits
Competitive medical, dental, and vision insurance
Flexible spending accounts (dependent care, healthcare, limited purpose FSA)
Accident and Critical Illness insurance
Long Term Disability insurance
Competitive 401(k) benefits
Pet healthcare savings program
Member's Only Healthcare - healthcare navigation
WellHub - corporate wellness platform
$10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy)
Rocket Lawyer legal benefits
Reimbursement of professional society memberships and exam fees
Up to $10,000 matching annually for contributions to qualified non-for-profit organizations
Parental leave
Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire.
Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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$118k-203k yearly est. 3d ago
LEGAL COUNSEL MANAGER - WATERFORD
First Bank 4.6
Miami, FL job
The VP Legal Counsel is responsible for all legal activities within the Bank's Florida Region, overseeing the legal team and ensuring the region's operations comply with applicable laws and regulations. This role provides strategic legal counsel to management and all business, operational, and administrative units in the region. The VP Legal Counsel supports the Corporation's Legal Department, as it relates to the region, on vendor contract negotiation, major transactions, litigation, and regulatory matters, keeping management informed of relevant legal developments.
Essential Responsibilities:
Lead and manage all legal matters for the Bank's Florida operations, including research and interpretation of local and federal banking laws.
Advise management and department heads on legal risks, policy formulation, and compliance issues.
Conduct comprehensive legal research on specialized topics, including statutes, regulations, case law, and legal periodicals.
Provide legal counsel on employment, compensation, benefits, training, communications, and other operational matters.
Support internal investigations as needed.
Advise Credit Officers on corporate and commercial financing agreements and amendments.
Oversee residential and commercial loan closings, including drafting and negotiating loan documents.
Review, draft, and negotiate contracts and agreements with vendors, partners, and clients, ensuring legal compliance.
Manage relationships with external counsel and other legal service providers.
Represent the Bank in real estate transactions, legislative and regulatory hearings, and related matters.
Assist in litigation and coordinate with regulatory and independent auditors and examiners.
Review and approve documentation for billings, probate claims, title disputes, and other legal issues.
Support the Subpoenas & Legal Requirements Unit for matters served by law enforcement, government agencies, and courts.
Respond to levies, writs of garnishment, and subpoenas.
Oversee foreclosure litigation, including review of accounts recommended for foreclosure.
Negotiate agreements for the sale of OREO property.
Contribute to drafting and updating policies and procedures for the Corporation in the region.
Assist in departmental budgeting and management.
Prepare and deliver training sessions for internal clients.
Represent the Bank in business, government, and community activities.
Independence of Judgment:
The degree of judgment is related to the identification and definition of new problems of moderate complexity and recommendation of action or decision on specialized and complex subjects of impact for important functions of the Corporation.
Impact Errors:
The impact of errors of this position could affect other department activities, as well as the Corporation's reputation with government entities, regulatory agencies, and the community in general. It could also affect material activities for the Bank, either from other divisions or departments, or within.
Competencies:
Computer proficiency
Fully Bilingual - Write, speak and comprehend English and Spanish
Strong Analytical Skills
Interpersonal communication skills
Initiative:
Striving for Excellence
Teamwork and Diversity
Negotiation skills
Problem solving capabilities
Good Analytical abilities
General Banking and Business Knowledge
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Specific vision abilities required by this position include close and distance vision. While performing the duties successfully, the employee is regularly required to sit; use hands, handle or feel, talk and hear. The employee is occasionally required to stand and walk. Able to handle pressure and juggle multiple priorities.
Education/Experience:
Juris Doctor (JD) from an accredited law school.
Minimum of 10 years of progressively responsible legal experience representing financial institutions.
Familiar with banking law, employment law and litigation concepts, practices and procedures.
Proven leadership and team management skills.
Flexible work schedule
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills required of personnel classified. The reporting relationship may not reflect the most recent changes to the corporate reporting structure.
EQUALEMPLOYMENT OPPORTUNITY EMPLOYER
EQUALEMPLOYMENT OPPORTUNITY EMPLOYER
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$50k-87k yearly est. 3d ago
IT Asset Management Admin
CTC 4.6
Liberty, NC job
Who we are:
Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Client. As one of the world's most admired brands, Client is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We're looking for diverse, talented team members who want to Dream. Do. Grow. with us.
What we're looking for:
The CLIENT IT Admin position will perform weekly/daily tasks including but not limited to the following for all IT expense assets to ensure all inventories are maintained at the correct levels: Procurement, Receiving and Asset management tasks.
Inventory tracking for all IT expense assets.
Procurement should align with the forecasted budget and ensure that equipment is acquired to support all regional, local, and shop-initiated projects, meeting planned targets.
What you'll be doing:
Lead local site services and project procurement activities, including creating procurement requisitions in Ariba and maintaining the local AP100 system.
Monitor and track checkbook budgets to ensure accurate financial oversight.
Manage asset and inventory issues, escalating concerns to site management as needed.
Oversee equipment auditing, tracking, receiving, and reconciliation processes.
Qualifications/ What you bring (Must Haves):
This is a highly mobile role requiring oversight of capital equipment across a 9-million-square-foot facility, ensuring effective asset management on the plant floor throughout the site.
Ability to handle multiple tasks at once by priority.
Hands on experience in IT Asset lifecycle management.
Hands on experience in MS Office.
Hands on experience in procurement and inventory tracking.
3+ years of experience in managing IT assets.
Strong organizational abilities combined with excellent oral and written communication skills.
Added bonus if you have (Preferred):
Accounting and/or budgeting background.
Prior experience with Ariba Procurement and budget.
$64k-103k yearly est. 2d ago
Process Improvement Analyst II/III (Security)
Navy Federal Credit Union 4.7
Pensacola, FL job
Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Analyze, determine, coordinate, and implement continuous process improvements (CPI) to achieve end-to-end business optimization of complex business processes and systems. Research internal processes and capabilities to improve Return on Investment (ROI), enhance the effectiveness of the business and/or services and react effectively to business needs with considerable latitude for discretion. Provide guidance and advice to management on the most efficient use of resources to obtain positive and measurable results. Perform complex process improvement functions under minimal supervision. Lead complex/difficult tasks with advanced analysis and considerable impact, latitude, and scope.
Responsibilities
Utilize business process reengineering (BPR) techniques, model business processes, and conduct data analysis to examine end-to-end business processes to improve efficiency and operations
Provide follow-up to monitor the progress of planned improvement implementation to assure timely action, support and achieved expected benefits
Collaborate with functional areas to develop and maintain performance metrics, measurements, methods and targets
Obtain and analyze quantitative and qualitative data of business processes to determine solutions and promote data driven decisions
Research and evaluate opportunities related to process flow variance deficiencies
Develop and implement processes and procedures to ensure correct recording of actual labor times
Coordinate with related departments and functions to assure appropriate information flow and understanding of overall process improvement direction
Analyze processes and workflows to understand value chain, input/output, to improve and/or automate business performance
Leverage best practices gained through process improvement activities to other activities which would benefit from implementation
Anticipate internal and/or external business challenges including regulatory; recommend process, product or service enhancements
Analyze, define and document technical design for data, workflow, logical processes, hardware and operating systems environment, interface with other systems, internal and external controls and output Provide guidance and advice to management on the most effective and efficient use of resources to obtain measurable process improvements
Ensure the implementation of new and enhanced processes
Ensure business unit awareness of Navy Federal products, services, marketing, promotions, policies and procedures
Identify and assess business strategies and opportunities; develop appropriate analytical approaches
Full life-cycle project management
Establish and lead project teams
Develop project plan/scope/schedule/cost/communications
Procure and/or manage resources/timelines/deadlines/quality
Risk, Issue and Change management
Ensure successful project implementation
Ensure and/or collaborate with internal business partners to facilitate the design and acquisition of analytical tools required for the architectural design of technical internal solutions to monitor/assess the effectiveness of controls
Monitor key performance indicators, determine gaps in performance metrics, and recommend/execute change management techniques for efficiency/quality improvements
Perform other duties as assigned
Qualifications
Advanced knowledge of process mapping/modeling and business process reengineering
Significant experience in leading teams in business process improvement initiatives
Significant experience in the application of statistical methods, mathematical techniques, forecasting, cost-benefit analysis and related analytical tools
Advanced knowledge of market trends, business strategies and technology and their interrelationships
Significant experience in working effectively with diverse internal and external contacts
Lean Six Sigma certification (L6-S) or the equivalent combination of training, education, and experience
Certified Business Process Professional (CBPP) or the equivalent combination of training, education, and experience
Certified Business Process Improvement/Reengineering Practitioner (CBPR) or the equivalent combination of training, education, and experience
Advanced skill in project management to include establishing and leading project teams; managing timelines/deadlines/resources; ensuring successful project implementation
Advanced skill communicating with all levels within an organization
Advanced skill exercising initiative and using good judgment to make sound decisions
Advanced research, analytical, and problem solving skills
Advanced skill in the analysis of technical issues in order to recommend, develop and/or implement strategies and achieve objectives
Advanced analytical thinking skills to include summarizing information and clearly identifying key elements, patterns, results or relationships
Advanced analytical/quantitative, reconciliation and deductive reasoning skills
Advanced verbal and written communication skills
Bachelor's Degree in Business Administration, Finance, or the equivalent combination of training, education, and experience
Desired Qualification(s)
Lean Six Sigma or the equivalent combination of training, education, and experience
Hours: Monday - Friday, 8:00AM - 4:30PM
Locations: 820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
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Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
A leading financial services firm in Miami is looking for a Private Banker to develop and manage client relationships and create tailored wealth management strategies. Candidates should have over 15 years of experience in the financial sector, strong knowledge of investment and credit products, and relevant licensing. This role offers a salary range of $200,000 to $500,000 plus comprehensive employee benefits including medical coverage and paid time off.
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$125k-164k yearly est. 5d ago
Manager Operations NTC - Document Review
Covius 4.4
Palm Harbor, FL job
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
This position of Document Review Manager will be responsible for managing the daily production for their line of business in support of several clients. The manager's focus is to deliver on high quality production and ensure product lines meet all contractual Service Level Agreements (SLA). The Manager will act as a point of contact in support of client inquiries and escalations, responding to the clients promptly. The Manager will support the Director with all direct staffing needs by monitoring production, accuracy, and attendance.
Essential Functions
Act as a main point of contact for all clients in support of daily production and escalations.
Hire, train, motivate and coach employees as they provide attentive, efficient services to clients and colleagues, assess employee performance, and provide helpful feedback and training opportunities.
Collaborate with department leaders across the organization, and external vendors and clients as appropriate to discuss issues, develop strategy, coordinate activities, and resolve problems.
Motive with a positive approach and mentor department Leads to enhance overall morale of their teams.
Escalate, consult, and communicate effectively with senior management.
Coordinate meetings/training. Support the Training Team with implementing new/updated policies and procedures.
Clearly understands and educates team on what the Production Statistics and KPI Metrics are for each task for all team members
.Oversight of SLA risks and any potential issues.
Updates knowledge and understanding of all client production guidelines and requirements and shares with relevant teams.
Runs daily production reports to ensure orders are flowing through the line without issues.
Lead the team with integrity and to establish and maintain a trusting, inclusive, and productive environment.
Perform other related duties as assigned.
Essential Knowledge, Skills, & Abilities
Excellent verbal and written communication skills.
Excellent interpersonal and customer service skills.
Advanced knowledge of Microsoft Office Suite, including Word, Excel, and PowerPoint.
Strong analytical and problem-solving skills.
Ability to prioritize multiple objectives to meet client deadlines and department goals.
Strong management and leadership skills.
Commitment and ability to cultivate a diverse and inclusive work environment.
Education
High School Diploma or equivalent.
Associate degree and equivalent industry experience required. Bachelor's degree preferred.
Experience
Experience in title, mortgage, or financial industry required.
At least 2 years' experience managing a team.
Compensation and Benefits
Covius offers an extensive benefits package for all employees, including medical, dental, vision and 401(k)!
Compensation: $45,000.00 to $68,900.00 Annually
Application Guidelines:
For best consideration, please submit your resume and application materials as soon as possible. Review of applications will begin immediately.
Working Conditions
Work is performed in a climate controlled indoor administrative office setting. The noise level in the work environment is usually quiet to moderate, depending upon the office or meeting location.
Physical Demands and Activities
While performing the duties of this job, the employee is frequently required to communicate. The employee frequently is required to remain stationary. The employee is frequently required to move about the office, operate a computer and other office machinery, such as calculator, copy machine, and computer printer; occasionally position self to maintain files; rarely moves boxes weighing up to 30 lbs. Close and distance observation required with ability to observe objects at close range in presence of glare or bright lighting (e.g., computer screen). Must possess the ability to communicate information and ideas so others will understand and have the ability to interact with external and internal stakeholders.
Covius is committed to equal opportunity in all employment practices to all qualified applicants and employees without regard to race, color, religion, gender, gender identity, age, national origin, pregnancy, disability, genetics, marital status, military or veteran status or any other protected category as established by local, state, and federal law. This policy applies to all aspects of the employment relationship including recruitment and hiring, placement, promotion, transfer, compensation, disciplinary action, layoff, leaves of absence, training, and termination. All such employment decisions will be made without unlawful discrimination based on any prohibited basis.
The essential functions, working conditions and physical demands described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Please note that all s are not intended to be all-inclusive. This job description is not designed to cover all activities, duties or responsibilities that are required of the employee for this job. Employees may be required to perform other duties at any time with or without notice to meet the ongoing needs of the organization.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
$45k-68.9k yearly 3d ago
Investment Real Estate Banker
First National Bank of Pennsylvania 3.7
Raleigh, NC job
Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future.
Investment Real Estate Banker 3
Business Unit:Commercial Banking
Reports to:Varies by Assignment
Position Overview:
This position is primarily responsible for the marketing, underwriting and portfolio management of income-producing real estate assets.The incumbent solicits, evaluates, authorizes, or recommends all aspects of the credit loan process of commercial, real estate or mortgage loans.The incumbent advises borrowers on financial status and methods of payments.The incumbent develops and manages the borrower's Bank relationship including cross-selling Bank services and products.
Primary Responsibilities:
Meets with clients and prospects to obtain information for loan applications and to answer questions about the process. Explains to customers the different types of loans and credit options that are available and the terms of those services. Analyzes applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
Requests and compiles copies of loan applicant, credit histories, background, credit information, tax returns, financial state and debt obligation information, corporate financial statements, and other financial information. Submits applications to credit analysts for verification and recommendation. Computes payment schedules.
Confers with credit representatives to aid in resolving loan and borrower problems. Negotiates payment arrangements with customers who have delinquent loans.
Analyzes potential loan markets and develops referral networks to locate prospects for loans. Works with clients to identify their financial goals and to find ways of reaching those goals. Markets bank products to individuals and firms, cross-selling bank services that may meet customer's needs.
Reviews and updates credit and loan files. Reviews loan agreements to ensure that they are complete and accurate according to policy. Manages accounts for delinquencies, credit reporting and asset quality.
Handles customer complaints and takes appropriate action to resolve them.
Stays abreast of new types of loans and other financial services and products to better meet customer's needs.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
7
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in an equivalent lending or banking position and in a successful business relationship in a customer focused position
Knowledge of banking laws and regulations
Experience in community and civic activities
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Valid Drivers License
Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck)
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$140k-258k yearly est. 3d ago
NetSuite Consulting Manager - Not for Profit
Rsm Us LLP 4.4
McLean, VA job
NetSuite Consulting Manager page is loaded## NetSuite Consulting Managerlocations: McLeantime type: Full timeposted on: Posted Todayjob requisition id: JR116870We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## The NetSuite Consulting Manager is a key leadership role responsible for overseeing end-to-end NetSuite implementation projects, managing delivery teams, and ensuring client success through strategic oversight, solution design, and operational excellence. This role combines project leadership, team development, client relationship management, and technical solution design with a strong focus on quality and continuous improvement. The Consulting Manager also supports business development efforts and drives innovation across the practice.## ## **Key Responsibilities:**## ## **Project Leadership & Delivery*** ## Lead full-cycle NetSuite implementation projects, ensuring scope, schedule, and budget adherence.* ## Oversee project planning, resource allocation, and delivery execution across multiple engagements.* ## Manage project risks, issues, and dependencies proactively to ensure successful outcomes.* ## Serve as the primary escalation point for project teams and clients.* ## Drive project leadership initiatives, including SuiteBilling and ZoneBilling implementations.## ## **Solution Design & Technical Leadership*** ## Design and implement NetSuite solutions for accounting, revenue management, and complex billing processes.* ## Create high-level solution designs and resolve deployment challenges.* ## Analyze enterprise business processes and define future-state architectures.* ## Occasionally implement solutions hands-on while collaborating with senior consultants.## ## **Team Management & Development*** ## Supervise and mentor consultants, providing coaching and career development.* ## Foster a culture of collaboration, accountability, and continuous improvement.## ## **Client Relationship Management*** ## Build strong relationships with key stakeholders and act as a trusted advisor.* ## Ensure alignment with client business objectives and recommend best-fit NetSuite solutions.## ## **Business Development Support*** ## Partner with sales teams to scope opportunities, prepare proposals, and participate in presentations.* ## Support practice growth initiatives and develop new service offerings.## ## **Practice Operations & Continuous Improvement*** ## Monitor key metrics such as project profitability and client satisfaction.* ## Stay current on NetSuite product updates, SuiteApps, and industry trends.## ## **Required Qualifications:*** ## Bachelor's degree, preferably in Accounting or MIS.* ## 8+ years of ERP implementation experience (NetSuite preferred).* ## Strong understanding of accounting principles, revenue management, and billing processes.* ## Experience with SuiteBilling, ZoneBilling, and project leadership.* ## Excellent communication and stakeholder management skills.* ## NetSuite certifications or professional designations are a plus.## At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please for additional information.At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $112,100 - $225,500Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
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Zippia gives an in-depth look into the details of Tradelink LLC, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Tradelink LLC. The employee data is based on information from people who have self-reported their past or current employments at Tradelink LLC. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Tradelink LLC. The data presented on this page does not represent the view of Tradelink LLC and its employees or that of Zippia.
Tradelink LLC may also be known as or be related to Tradelink, Tradelink L.L.C. and Tradelink LLC.