Portfolio Manager - C&I Credit - C&I Philadelphia, PA
Tristate Capital Bank Job In Philadelphia, PA
** Portfolio Manager - C&I** **Department: Credit - C&I** **Job Title:** Portfolio Manager C&I **Department:** Credit C&I ** The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities.
**Primary Functions of the Position:**
* Underwrites requests for credit extensions to new and existing clients
* Performs detailed financial analysis primarily for Commercial & Industrial lending opportunities
* Prepares the following for presentation to Senior Loan Committee by the relationship managers:
+ Credit Approval Requests (CAR)
+ Modifications
+ Covenant Waivers / Amendments
+ Periodic Reviews
* Manages / monitors assigned portfolio for:
+ Borrower Credit Trend
+ Accurate and Timely Risk Rating
+ Required Financial Reporting
+ Covenant Compliance
+ Borrowing Base Availability
+ Payment Delinquencies
+ Overdrafts
* Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval when they occur
* Ensures the initial set-up of credit facilities on Baker Hill and other internal systems is consistent with the reporting requirements contained in the loan documents
* Prepares periodic financial reviews where required
* Ensures the timely spreading of interim and annual financial statements provided by clients
* Accompanies the relationship manager on prospect / client calls when appropriate
**Education and Experience Requirements:**
* Bachelor's Degree in Accounting, Finance, or related field; MBA preferred
* Minimum 10 years of credit analysis and underwriting experience
**Essential Skills and Abilities:**
* Demonstrated knowledge of accounting theory and its practical application in the credit underwriting process
* Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry, competition and projections
* Excellent organizational skills, attention to detail, and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction
* Strong written and verbal communication skills
* Strong presentation skills
* Ability to work independently and within a team
* Proficient in various spreadsheet applications, including the use of graphs, charts and Moody's financial analysis software
TriState Capital Bank provides equal employment opportunity and advance in employment 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.
**TriState Capital Bank is an Equal Opportunity Employer.**
TriState Capital Bank provides equal employment opportunity and advance in employment 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.
**TriState Capital Bank is an Equal Opportunity Employer.**
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Customer Service Relationship Specialist- In-office- Clinton, NY
Clinton, NY Job
CRS/Billing Spec I - OK10LN
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
As a Customer Relationship Specialist, your primary role is to provide an effortless experience to our existing policyholders, third parties and agents regarding insurance questions, inquiries, or concerns. You will work with customers by handling a variety of inbound telephone calls regarding their policies. Your success is important to us - you will receive ongoing coaching and development to support you as you build your career at The Hartford.
Location: This position is located in Clinton, NY
Start Date: March 17th, 2025
Training Hours/Post Training Hours: Monday-Friday, 8:45am - 5:30pm EST
Training Time Frame: 9 weeks
Base pay is $23 per hour with the opportunity for growth.
RESPONSIBILITIES:
Promote digital self service capabilities.
Take ownership to ensure that we go above and beyond to service each caller's needs, utilizing every touch point as an opportunity to build value and The Hartford brand.
Assisting customers over the phone .
Must have the ability to learn insurance product and processes in training environment .
Required to commit to the training and work schedule .
Have a dedicated workspace free from distractions during work and training hours .
QUALIFICATIONS:
A demonstrated background in customer service, call center, insurance, retail, restaurant or a related field
Ability to work in a fast-paced complex environment while navigating multiple programs.
Problem solving and critical thinking skills with strong attention to detail.
Excellent communication skills with ability to empathize with customers and colleagues.
Adaptability
High School Diploma or equivalent experience required.
Spanish bilingual a plus.
INTERNET: For full-time, occasional, part-time, or remote positions: (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, Wi-Fi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 10Mbps/100 Mbps will be required. To confirm whether your Internet system has sufficient speeds, please visit ************************ from your personal computer.
ADDITIONAL INFORMATION:
We are invested in you from Day 1 as an individual and in your career journey. We prioritize supporting your skill development early in your career. Whether this means growing your career within the business or leveraging your talents across the organization, you can count on your leader to make an investment in your development!
BENEFITS:
Medical, Dental, Vision, Life and Disability Insurance. Effective day 1.
25 days paid time off in your first full year of service and Paid Holidays
Tuition reimbursement, Student Loan Paydown Program
401K
Click on this link to learn more about our comprehensive benefits package and award-winning well-being program: ********************************************
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$42,560 - $63,840
Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits
Global Security Operations Lead
New York, NY Job
Cantor Fitzgerald's Global Information Security team is seeking a highly skilled Global Security Operations Lead with strong leadership capabilities and technical expertise in endpoint detection response, inventory discovery, and SIEM tools.
The Global Security Operations Lead will lead a global technical team of ~10 resources in New York, London, and Hyderabad to strengthen the company's security posture by implementing and optimizing security operations and leading incident response efforts.
The ideal candidate will have a deep technical understanding of cybersecurity threats, strong hands-on experience with key security tools, ability to perform advanced threat analysis, and integration with MSSP providers.
This role is part of an information security program and reports to the Chief Information Security Officer. They will interact with senior technology and business leadership across all Cantor Fitzgerald business units.
Role: Global Security Operations Lead
Industry Type: Financial Services, Real Estate
Department: Information Security
Employment Type: Full Time, Permanent
Experience: 12+ years
Location: New York, NY
Key Responsibilities
Security Operations Leadership
Oversee the security operations work queue including volumes, critical alerts, and items that are at an impasse.
Assist team with addressing alerts by providing guidance or resolving if technical resources are unavailable.
Manage the relationship and interface with management and technical account team at key third party providers.
Security Solution Delivery
Oversee the deployment, configuration, and ongoing management of security platforms including EDR (endpoint detection and response), endpoint discovery, digital certificates, vulnerability scanning, and SIEM.
Design and implement automated response workflows using integrated capabilities within security platforms.
Develop and manage AI driven security platform capabilities to help automate and enhance team capabilities.
Identify gaps in security platforms to improve defense-in-depth controls, proactively manage the renewal of solutions in advance of end-of-life.
New Business / Product Integration
Support the transition and migration of new businesses and products the firm has acquired to ensure they are incorporated into security operations and response.
Ensure these new businesses and products are fully incorporated in asset management, vulnerability management, and incident response.
Threat Analysis & Response
Maintain security incident response documentation, participate in table-top exercises
Lead incident response efforts, including forensic analysis, root cause identification, containment, eradication, and recovery.
Conduct advanced threat hunting activities using EDR and SIEM technologies.
Maintain knowledge of the latest threats, vulnerabilities, and mitigation techniques.
Vulnerability Management
Perform regular vulnerability assessments using Rapid 7 and Tanium to identify risks and provide actionable recommendations.
Collaborate with IT and application teams to ensure timely remediation of vulnerabilities.
Develop metrics and reports that track the status of vulnerabilities and patching activities across the enterprise.
Security Architecture & Best Practices
Work closely with IT infrastructure and development teams to design secure systems, networks, and applications.
Provide expert advice on cybersecurity best practices and security standards
Assist in developing and refining security architectures
Perform thorough analysis of security data to help inform security and team direction.
Mentoring & Knowledge Sharing
Mentor junior security team members, providing guidance on incident response, threat hunting, and tool optimization.
Conduct technical training sessions and knowledge-sharing workshops on the effective use of security platforms.
Stay up to date with new features, releases, and best practices ensuring the team is leveraging the latest capabilities.
Compliance & Auditing
Support the organization's compliance efforts by ensuring security controls meet regulatory and industry standards (e.g., NIST, ISO 27001, etc.).
Participate in security audits and assessments to verify compliance and identify areas for improvement.
Generate comprehensive reports to satisfy audit requirements and management reporting.
Technical Expertise Required
Microsoft Defender
In-depth knowledge of Defender for Endpoint, Defender for Identity, and Defender for Cloud Apps and integration with Sentinel.
Experience with configuring security policies and creating custom detection rules
Tanium
Advanced experience with Tanium modules (e.g., Threat Response, Asset Discovery, Patch Management).
Proven ability to deploy and configure Tanium in a global, multi-company financial services firm.
Splunk
Ability to deploy and configure Splunk in a global, multi-company financial services firm.
Hands-on knowledge of logging, monitoring, and response processes; event correlation, dashboard reporting.
Qualifications
Education
Bachelor's degree in computer science, Information Security, or a related field (or equivalent experience).
Experience
12+ years of experience in cybersecurity with a focus on endpoint security, SIEM technology, vulnerability management, and incident response.
Certifications (preferred but not required)
Microsoft Certified: Security Operations Analyst or similar certifications.
Certified Tanium Administrator or related certifications.
CISSP, GIAC, or other advanced cybersecurity certifications.
Key Professional Competencies
Excellent analytical, problem-solving, and decision-making skills.
Ability to present complex solutions and methods to a general community
Strong written and verbal communication skills.
Experience working with global teams across multiple time zones, cultures, and languages.
Ability to work under pressure and handle high-severity security incidents.
Collaborative mindset with a focus on teamwork and knowledge sharing.
Monitor, manage and tune core endpoint and network security controls.
Develop and deliver required metrics and reports.
Develop and maintain process and standard operating procedures
Strong troubleshooting skills, including demonstrated capability of issue isolation.
Working experience with Layers 2-7 protocols and security technologies.
Ability to identify security risks and weaknesses and provide security mitigation and remediation recommendations
The expected base salary for this position ranges from $150,000 to $225,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Compliance Monitoring & Testing Specialist
New York, NY Job
Top-Tier Bank in Midtown, Manhattan is seeing a Compliance Monitoring & Testing Specialist for a full-time position!
Responsibilities:
Conduct ongoing monitoring and testing to ensure the effective execution and sustainability of bank's adherence to all regulatory requirements (excluding Financial Crimes Compliance) and escalate any issues of non-compliance
Ensure written monitoring and testing results are thoroughly documented, clearly understood, and escalated appropriately
Monitor and test regulatory and internal requirement related controls in business level procedures or policies and identify control deficiencies
Develop reports of regulatory and internal requirement control deficiencies including documentation of findings and tracking remediation objectives
Participate in planning, execution, and reporting of compliance assurance reviews and compliance and regulatory issue validation
Stay up to date on federal and state compliance updates
Qualifications:
Bachelor's Degree
3+ years in a compliance testing and monitoring position, with a focus on non financial crimes compliance.
Desktop Support Engineer
New York, NY Job
Desktop support will be responsible for providing assistance to all front and back-office staff. This individual will be responsible for supporting the various different business lines throughout the Cantor umbrella. This is a hands-on role and this individual is expected to provide technical expertise in order to resolve issues for the general population.
Key Accountabilities:
Provide IT support to all users in the Americas
Provide support through phone/email/service tickets to front and back-office users on desktop issues
Install, upgrade, support and troubleshoot Windows operating systems, computer hardware (and any other authorised peripheral equipment) and across a range of authorised software applications
Perform general preventative maintenance
Assist facility matters when needed including moves, adds, and changes
Raise, update and close all support tickets regularly and promptly.
Participate and implement in global projects
Provide on-site and remote support
Communicate with team members regarding issues, procedures, and documentation
Knowledge:
In depth knowledge of Windows desktop technologies.
In depth knowledge of Desktop and laptop hardware.
Intermediate knowledge of TCP/IP, DNS and Internetworking Technology
Intermediate knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook)
Knowledge of Server, Voice & Communications Infrastructure.
Knowledge of various Operating systems (e.g. Windows, Linux, Apple)
Knowledge of Audio and Video Conferencing technologies.
Knowledge of common Market Data applications and services.
Relevant industry certifications may include Microsoft MCP, MCSA or individual Microsoft specialist training such as Excel, Word, PowerPoint, Outlook or ITSM products
Proficient with Apple products (Mac, Ipad,Iphone)
Experience:
Associates Degree in Computer Science, related field or equivalent experience
Minimum 5 years Desktop Support experience, preferably within a financial services organization.
Special Job Requirements:
Flexible hours
Bank holidays
Occasional afterhours and weekend work as needed.
Competencies:
Customer Service - Strives for high levels of customer satisfaction. Going out of our way to be helpful and pleasant to our customers.
Efficiency - Plans ahead, manages time efficiently, is punctual, is cost conscious and is constantly thinking of better ways to do things.
Quality of Work - Pays attention to detail, checks own work for accuracy and quality and takes personal responsibility for achieving quality standards. Sets goals and targets for self which improve upon previous performance and constantly strive to exceed existing quality and service standards.
Teamwork - Works sensitively with others and shares openly information and knowledge with the appropriate people at the right time. Encourages a co-operative team approach to handle workloads and overcome difficulties and maintains continuous dialogue with unit members as appropriate.
The hourly rate is between $ 24 and $ 30 per hour, and the anticipated annual base compensation range for this position will be $ 60,000 to $ 75,000, inclusive of
required
overtime. The actual rate will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Office Manager
New York, NY Job
Family Assistant & Office Manager
A prestigious Single-Family Office in NYC seeks a skilled Family Assistant with Office Management expertise to support a Family Office team and a high-net-worth family
Role Overview
The Family Assistant will oversee office operations, provide administrative and household support, and assist with HR, IT, and financial tasks to ensure smooth daily operations for the family and the Family Office.
Family & Household Support:
Manage household staff, schedules, supplies, and property documents.
Arrange family travel and logistics
Office Management:
Oversee office supplies, IT systems, and physical maintenance.
Organize meetings, team events, and visitor reception.
Maintain office policies, procedures, and compliance with labor laws.
Act as a liaison for IT and assist with HR functions like healthcare and benefits.
Administrative & Financial Support:
Handle scheduling, calendar management, mail, and filing systems.
Assist with credit card reconciliation, expense tracking, and basic bookkeeping.
Support ad hoc projects and financial tasks as needed.
Qualifications:
Experience: 5+ years as an Office Manager or Assistant for HNWIs or in a family office environment.
Skills: Familiarity with HR functions, strong organizational and multitasking abilities.
Attributes: Tech-savvy, proactive, detail-oriented, and adaptable.
#42449
ServiceNow CMDB Functional Expert
Philadelphia, PA Job
Job Title: ServiceNow CMDB Functional Expert
Relevant Experience
(in Yrs) 8 + years
Technical/Functional Skills Service Now -CMDB. ITSM(Incident, Problem & Change Mgmt)
Experience Required 8 + years
Roles & Responsibilities • Design and implement ServiceNow CMDB/CSDM and ITOM solutions to support our customer's business needs and objectives;
• Collaborate with stakeholders to gather requirements and define CMDB and ITOM strategies aligned with business goals;
• Configure ServiceNow Discovery and Service Mapping modules;
• Integrate CMDB with other ServiceNow modules;
• Provide technical leadership and guidance during CMDB and ITOM implementation projects;
• Supervise developers, ensuring quality and timely delivery of development tasks;
• Conduct hands-on development of Discovery and Service Mapping module.
Generic Managerial Skills
Education Engineering
Director of Broker Dealer Compliance
New York, NY Job
Top-Tier Investment Management Company in Midtown, Manhattan is seeking a Director of Broker-Dealer Compliance!
Responsibilities:
Develop, maintain and implement compliance program for broker-dealer which serves as the distributor of registered funds and private/non-listed investment products
Provide technical guidance and expertise, promote examination preparedness and remain up-to-date on regulatory developments and industry best practices
Support Chief Compliance Officers in liaising with regulatory authorities, responding to inquiries and coordinating regulatory examinations
Help maintain and implement the firm's adviser, fund, AML/KYC and CPO/CTA compliance programs
Address licensing, registration, reporting, continuing education, training, written supervisory procedures, evidence of supervisory delegation, non-branch and OSJ remote office inspection and other SEC/FINRA regulatory requirements
Work with registered funds' transfer agent in addressing and resolving exceptions (e.g., SEC Rule 22c-1, new accounts, AML/KYC)
Perform special projects and ad hoc assignments, as required
Qualifications:
Bachelor's degree
7+ years executing compliance programs for a registered broker-dealer
Series 7, 24 and 99 licenses
Superior organizational skills; careful and thorough, with particular attention to detail
Excellent computer skills and knowledge of MS Office, including Outlook, Word, Excel, and PowerPoint
Experience with FINRA Gateway system required
Experience with AdMaster, MyComplianceOffice and Global Relay (or equivalent systems) a plus
Repo Trade Support Senior Associate
New York, NY Job
!
Responsibilities:
Full life cycle trade support role, directly supporting the Repo trading desk
Experience with Middle Office triparty allocation and total Return Swaps
Responsible for booking, capturing, P&L and reconciling trades
Processing Corporate Actions and settling trades
Qualifications:
2-7 years experience working within the Middle Office/Operations at a bank or fund.
Prior experience with Middle Office triparty allocation and total Return Swaps
Prior experience with Fixed Income Products is required
Strong Excel Skills (Macros, VBA, Etc.)
Strong written and verbal communication skills
BS/BA in accounting, finance, economics, etc.
Ability to multitask
Chief Credit Officer
New York, NY Job
Commercial Bank in Midtown, Manhattan is seeking a Chief Credit Officer!
Responsibilities:
Responsible for managing the risk associated with a bank or lending institution's loan portfolio.
Overseeing the design, execution, and communication of credit risk management policy, including the approval process, administration, and portfolio analysis
Ensuring the quality and profitability of the loan portfolio
Ensuring compliance with all applicable state and federal banking regulations
Establishing and developing credit, collection, and fraud policies and objectives
Overseeing loan procedures and the loan approval process
Developing risk management and scorecard analytics
Ensuring all internal documentation is in compliance with government regulations
Acting as the principal spokesperson for the lending function
Qualifications:
Bachelor's Degree
Experience with CRE, C&I including ABL, capital call, structured finance, warehouse loans,
At least 5 years as a CCO is required
Summer Internship - Investment Banking & Finance
New York, NY Job
BBVA is one of the largest banks in Spain and has significant international presence, operating in more than 30 counties across Europe, the Americas, and Asia. BBVA offers a wide range of financial products and services, including retail banking, corporate banking, investment banking, asset management, and insurance. The Bank is committed to sustainability and corporate responsibility, actively supporting environmental and social initiatives. Overall, BBVA is recognized as a leading global financial institution with a strong focus on technology, innovation, and customer-centricity.
What the Program offers
Our Summer Internship Program offers rising seniors the opportunity to gain a detailed experience of the typical tasks and responsibilities of a full-time employee. Interns gain valuable, professional, and educational exposure through hands-on training, as they become part of a business group and collaborate with experienced team members who excel in their respective fields.
Responsibilities
Independent or team-based projects that contribute to the success of the business
Research and business analysis
Business development or marketing activities
Support of senior team members
Assist with presentations, publications, spreadsheets and models
The Summer Intern will rotate throughout 5-6 of the following Investment Banking and Finance Teams:
Corporate Lending
- Debt capital and acquisition financing for large US and global companies operating in the US and Latin America. Manages a large portfolio of Revolving Credit Facilities, Term Loans, and Bridge Loans to a blue-chip client base in a number of industry sectors - TMT, Consumer, Healthcare, Industrial, Infrastructure, and Institutional
Fund Finance
- Capital Call facilities used by asset managers to finance Limited Partner equity calls in order to optimize the fund returns for the sponsor
Project Finance
- Financing renewables projects in the US & Canada, including solar, wind, offshore wind, in addition to energy transition projects like LNG facilities, cleantech projects including battery storage, renewable natural gas, EV battery plants, and infrastructure/TMT including mass transit, fiber-optic networks, and social infrastructure
Real Estate Finance
- Non-recourse asset financing of data centers, student housing, logistics, multi-family, and life sciences, as well as providing capital to REITs
Loan Syndicate & Sales
- Structuring, Arranging, Underwriting, and Distribution of loans to the bank and institutional market in both primary and secondary markets - use of a variety of financial tools to distribute risk including non-payment insurance
Debt Advisory
- Advising corporate clients in a product agnostic manner on capital structure optimization, debt capacity, ratings advice, acquisition financing, and capital allocation
Capital Solutions
- Advising banks and insurance companies on regulatory capital optimization, debt issuance, liability management
ESG & Low Carbon Advisory
- Advising clients on energy transition strategies including technical expertise on emerging technologies and the measurement of progress through industry specific key performance indicators
Cleantech & Offshore Advisory
- Advising sponsors on the development, ownership structure, and capital structure of renewable and cleantech projects, including tax equity placement and transfer, equity and JV structures, and PF advisory
Securitization
- Warehouse lending of portfolios of financial assets including trade receivables, auto loans/leases, and equipment loans/leases and the term out through the Asset Backed Securitization (ABS) market
Portfolio Monitoring
- Managing the loan portfolio for the full life cycle of the facilities, including amendments and waivers.Agency services on loans where BBVA is the lead bank. Portfolio analytics and early warning monitoring. Specialized monitoring of the covenants, borrowing bases, and collateral for the structured finance loans in the portfolio
Education & Prior Work Requirements:
Preferred degrees include economics, finance, international affairs, or similar
Previous related internship or work experience preferred
Skills, knowledge, and abilities/competencies:
Fluency in English is required with the ability to communicate effectively verbally and in
Writing (Spanish is a plus).
Basic knowledge of finance, economics, political and credit analysis, capital markets, financial math and macroeconomic concepts.
Microsoft Office, particularly Excel and PowerPoint. Python is a plus.
Strong problem-solving and analytical abilities
Excellent communication and presentation skills, both verbal and written
Strong self-initiative with ability to work well individually and in teams
Effectiveness in terms of coordination and follow-up
Proactive in information sharing and support of colleagues
Ability to adapt and manage change and uncertainty
Positive, solution-focused disposition
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary is $30/hour. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
Parttime Teller
New Paltz, NY Job
Part-Time Teller (29 hours per week)
New Paltz, NY
Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter!
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in:
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
Excellence: We strive to provide our members with the best possible service.
Teamwork: We believe that we can achieve more together than we can alone.
Respect: We treat each other with dignity and respect.
Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
POSITION PURPOSE
As a Teller with Heritage Financial, your main focus will be to provide outstanding service to our membership base. This includes assisting members with deposits, withdrawals, loan payments, and more. You would act as a relationship manager to our members to help discover and identify their financial needs and refer products and services that can help them reach their goals. You take pride in your branch, making sure that your workstation is clean, stocked, and ready for any member interaction.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Provide outstanding member service by accurately processing member transactions and actively promoting products and services. Transactions include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, assuring proper identification & endorsements, balance and maintain cash drawer, etc.
Perform responsibilities of position in accordance with federal and state regulations, credit union policies and procedures.
Represent the Credit Union in a courteous and professional manner.
Cross-sell credit union products and services.
Process mail and night depository transactions.
Create new member packets as needed.
Ensure that teller station is properly stocked with forms, supplies etc.
Perform member service responsibilities; answering questions and requests, researching and resolving member issues, etc.
Assist Branch Supervisor/Branch Manager as necessary in balancing and maintaining ATMs and vault, training new employees, opening/closing procedures, etc.
Recommend changes, workflow, efficiencies and quality.
Meets or exceeds goals as outlined.
Performs additional duties as assigned.
PERFORMANCE MEASUREMENTS
Performance is measured against the core competencies as outlined by the position and against goals established by the supervisor.
Requirements
QUALIFICATIONS
EDUCATION/CERTIFICATION: High School Diploma or GED plus two years customer service and cashier experience; or a comparable combination of education and experience.
EXPERIENCE REQUIRED: Experience using P.C. based software including Microsoft Office.
SKILLS/ABILITIES: Ability to project a professional appearance and positive attitude at all times. Excellent customer service and communication skills.
Salary: $16.23 per hour, depending on experience
Junior Loan Officer
Remote or Southampton, PA Job
Job Title: Loan Officer Assistant / Loan Partner / Junior Loan Officer
We are seeking a dedicated professional to join our team and manage new customer calls, handle customer outreach, take loan applications, and oversee the process from initial contact until the loan moves to the processing department.
Responsibilities:
• Manage and intake new customer calls
• Conduct customer outreach
• Handle loan applications
• Ensure smooth operations from first contact to processing
Qualifications:
• Prior mortgage Experience (2 Years+)
• Ability to work remote or in-office
Compensation and Benefits:
• Salary plus performance bonuses
• 401(k) with matching
• Medical benefits
• Paid time off
Information Technology Manager / Executive Support
New York, NY Job
IT Manager- Executive/VIP Support
Our client, a financial services firm, is seeking an IT Manager to run their day to day IT operations, manage project work and manage VIP/Executive support.
Responsibilities
Manage technologies and provide administrative assistance for various systems
Understand various IT troubleshooting and provide technical support
Control and monitor data, network access and backup systems
Negotiate and communicate with third-party software providers for new software's and troubleshooting
Qualifications
Bachelor's degree in computer science or relevant field
5+ years of experience in related field
Experience in information technology space and solving various software and hardware problems
Strong technical problem solving and communication skills
Experience with Windows Server, Exchange, o365.
Experience supporting iOS mobile and desktop technology
Mortgage Loan Processor
Buffalo, NY Job
Hunt Mortgage is a mortgage lending institution based in Buffalo, NY. We offer a variety of high-quality mortgage programs including purchase, refinance, debt consolidation, and home improvement loans tailored to each client's needs. Our dedicated staff of mortgage service professionals ensures accessibility and strives to secure the best mortgage loan packages for our clients.
Role Description
This is a full-time on-site role for a Mortgage Loan Processor at Hunt Mortgage in Buffalo, NY. The Mortgage Loan Processor will be responsible for processing and underwriting loans on a daily basis, ensuring compliance with regulations, and communicating with clients and various stakeholders throughout the loan process.
Qualifications
Mortgage Industry and Mortgage Lending experience
Loan Processing and Underwriting skills
Ability to manage multiple loans simultaneously
Strong attention to detail and analytical skills
Excellent communication and customer service skills
Knowledge of loan programs and regulations
Experience working with loan origination software
Bachelor's degree in Finance, Business, or related field
Assistant Project Manager
Yorktown Heights, NY Job
Role: Assistant Project Manage
Salary: $90K/yr
We are seeking a motivated Assistant Project Manager with experience in residential construction to support our growing team in Yorktown Heights. This role offers the chance to work with a company known for its commitment to quality and detail. The ideal candidate will assist the Project Manager in overseeing residential builds, particularly with wood framing, and will help coordinate the entire project lifecycle, from planning through to completion.
Key Responsibilities:
Assist the Project Manager in overseeing residential construction projects, with a focus on wood framing.
Help manage project schedules, budgets, and teams to ensure timely and cost-effective completion.
Coordinate with subcontractors, suppliers, and clients to ensure alignment on project goals.
Support adherence to safety protocols and building codes.
Assist in maintaining quality control and addressing project-related issues as they arise.
Qualifications:
Experience in residential construction project management or a related role.
Knowledge of wood framing techniques is highly desirable.
Ability to assist in managing projects from start to finish.
Strong organizational, communication, and teamwork skills.
Ability to multitask and thrive in a fast-paced work environment.
If you're looking to advance your career in residential construction and are eager to contribute to high-quality projects, we encourage you to apply!
Informatica Developer
Pittsburgh, PA Job
Role :Informatica developer
Job type :Fulltime
Roles and responsibilities:
8-10 Years of experience in Informatica Power center Tool.
Expert level knowledge of Informatica power Center/Power Exchange tools - extensive hands-on experience with all concepts including data warehousing, Oracle/Teradata, Mainframe Scheduling with CA7, nice to have secondary skills as Hadoop Hive,SQL,Unit Testing,self-service etc.
Legal Assistant / Paralegal
New York, NY Job
Job Title: Paralegal/Legal Assistant
Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact.
Responsibilities:
Paralegal/Legal Assistant will work closely with the attorneys and paralegals providing substantive and administrative support on a wide range of issues.
Specific duties include:
Assist with building an on-line database of subsidiaries and affiliates along with all related corporate records
Conduct an audit of legal entities and update various databases by reviewing formation documents for accuracy
Assist Entity Management in the preparation of annual reports for various entities
Store a backlog of contracts into our database and ensure data is entered accurately
Assist in the clean-up and organization of the Legal Department file room
Support the Legal Department in company-wide initiatives and multi-departmental projects, as needed
Perform a wide variety of administrative support services to the Deputy General Counsel, such as answering phone calls and scheduling meetings.
Qualifications:
Strong analytical skills and detail oriented
Excellent written and verbal communication skills
Highly organized
Work well both collaboratively and autonomously
Ability to prioritize and multitask
Proficient with Excel, Word and Outlook, and general ability to navigate numerous technological systems
Strong work ethic
Friendly, upbeat, and can-do personality
Educational Qualifications:
Bachelor's Degree required
Salary: $60,000 - $70,000
The actual rate will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Principal Infrastructure Cloud engineer
Philadelphia, PA Job
Job Title: Principal Infrastructure Cloud engineer in Philadelphia, PA or Reston, VA
Relevant Experience
(in Yrs) 15+ work experience
Technical/Functional Skills Microsoft Azure IaaS, Microsoft Azure Infrastructure as Code (IaC)
Experience Required Knowledge in Azure Migrate, PowerShell scripting, and JSON, Azure administration, PowerShell , Azure Backup, Azure networking, Microsoft DMA Data Migration Assistant, Microsoft Assessment and Planning MAP Toolkit Azure Infrastructure using automation PowerShell, ARM templates, Azure Blueprints.
Roles & Responsibilities Troubleshoot and support issues related to performance, security, and capabilities of Cloud-based solutions Provides operational maintenance and monitoring of Cloud-based solutions Integrate Azure Cloud-based solutions with other Cloud or on-premises workloads Perform daily/weekly/monthly cost analysis to ensure cloud resources are appropriately provisioned Accountable for monitoring, auditing, and reporting on Azure service usage, escalating issues, and providing reporting for leadership
Generic Managerial Skills
Education Engineering
Portfolio Manager - CRE Credit Risk Credit Cleveland, OH Philadelphia, PA Pittsburgh, PA
Tristate Capital Bank Job In Pennsylvania
** Portfolio Manager - CRE Credit Risk** **Department: Credit** ****Job Title:**** Portfolio Manager Risk - Commercial Real Estate ****Department:**** Credit CRE
**Summary of the Position:**
The Commercial Real Estate (CRE) Credit Risk Portfolio Manager assists the relationship managers with the ongoing administration of loan portfolios and the underwriting of existing relationships (renewals) to ensure the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities.
**Primary Functions of the Position:**
* Prepares the following for Senior Management:
+ Credit Approval Request (CAR) to Senior Loan Committee
+ Modifications
+ Covenant Waivers/Amendments
+ Periodic Reviews
+ Assessment of Real Estate Sponsorship
+ Special Asset Reports
* Manages / monitors assigned portfolio for:
+ Loan Performance
+ Accurate and Timely Risk Rating
+ Required Financial Reporting
+ Covenant Compliance
+ Payment Delinquencies
+ Overdrafts
* Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval as they occur.
* Ensures the set-up of credit facilities on Baker Hill and other internal systems is consistent with the reporting requirements and covenants contained in the loan documents.
* Review and update with the market and senior management construction monitoring, leasing status and upcoming loan maturities.
* Monthly construction monitoring.
* Ensures the timely spreading of financial statements provided by clients.
* Review of loan documents and third-party reports related to CRE.
* Conducts site inspections as needed.
**Education and Experience Requirements:**
* Bachelor's Degree in Finance, Accounting, or related field preferred
* Minimum of 3-5 years of credit analysis and underwriting experience
* Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) preferred
**Essential Skills and Abilities:**
* Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types
* Excellent organization skills, attention to detail and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction
* Strong written and verbal communication skills
* Strong presentation skills
* Ability to work independently and within a team
* Proficient in various spreadsheet and word processing applications, including the use of graphs and charts
TriState Capital Bank provides equal employment opportunity and advance in employment 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.
**TriState Capital Bank is an Equal Opportunity Employer.**
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